Form 990 and 990-PF Resources

Federal tax exempt status allows nonprofit organizations to devote their resources to their missions. However, maintaining exempt status depends on filing a complete and accurate Form 990 or 990-PF annually. Many organizations don’t have the time or expertise to internally manage the tax reporting requirements. The Forms 990 and 990-PF are complex and are the most publicly available annual documents that organizations produce to highlight operations and accomplishments. That is why Clark Nuber provides these useful resources to organizations and colleagues in the accounting industry.

Training Opportunities

Many of the leaders in our Not-for-Profit Services Group provide training – via the AICPA, WSCPA, or other groups –  on Form 990 topics. Visit our calendar to check out upcoming sessions.

Form 990 Compliance Guide

Clark Nuber wrote the Form 990 Compliance Guide, which is published by CCH, a Wolters Kluwer business. This is an interactive online guide for preparing the annual Federal Form 990 and 990-EZ for tax-exempt organizations. Click here for additional information and discount code.

Private Foundation Handbook and Compliance Guide

In 2016, Clark Nuber and Jerry J. McCoy wrote the Private Foundation Handbook and Compliance Guide, published by CCH, a Wolters Kluwer business. This publication combines the best of CCH’s Family Foundation Handbook and the Form 990-PF Compliance Guide. Click here for additional information and discount code.

Reasonable Efforts Questionnaire

Clark Nuber and Eve Borenstein have created a Reasonable Efforts Questionnaire for interested persons to help you meet the criteria the IRS has provided in the “reasonable efforts” examples in the Form 990 instructions. Click here for additional information.

The 2016 Form 990 Questionnaire is $325 per filing organization. Click here to place an order.

Form 990 Organizer

Our interactive tax organizer makes it easier for you to collect only the information you need to file a Form 990 without wading through questions and schedules that are not applicable. Click here to learn more about this product.

The 2016 Form 990 Organizer is $250 per template. Click here to place an order.

For more information and assistance, please contact Form990Info@clarknuber.com.

Other Products and Services

Clark Nuber’s experts can help organizations and board members beyond the preparation or review of the Forms 990 or 990-PF.  A sample of services include:

  • Preparation of compensation studies
  • Planning for payout and excise taxes for private foundations
  • Delivering education and board development
  • Grantee assessments and due diligence support
  • Performing accountable plan reviews
  • Performing unrelated business taxable income reviews

 

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