Tips and Tricks for Reviewing Your 990

The Form 990 is the annual information return filed by tax-exempt organizations with the Internal Revenue Service and provides a wealth of information to the IRS and readers of the return. Completing and filing the Form 990 is an important aspect of a tax-exempt organization’s annual reporting cycle because it provides information to two important audiences:

  • The Public – The Form 990 informs the public about key aspects of your nonprofit organization. Potential donors and grantors can, and many often do, look at an organization’s Form 990 before making decisions about charitable giving. The media and nonprofit-watchdog groups also review these forms and many provide a copy on their website.
  • The IRS – The Form 990 provides the IRS with information about your organization’s activities and financial status to determine that your organization still meets the qualifications for tax-exemption.

In this non-profit roundtable session, we explore various sections of the Form 990 to help increase your understanding of the return and provide tips and tricks to help you review so you can feel confident that your Form 990 is accurately prepared and provides increased public relations value.

Our presenter is Mitch Davis, CPA, Manager in Wegner CPAs’ Assurance Department.  Mitch received his Master of Accountancy in 2011 and his CPA license in 2012.  He has over ten years of experience working with many different tax-exempt organizations and specializes in performing financial statement and compliance audits and preparing tax returns for a variety of non-profit organizations. He is also a technical reviewer for nonprofit tax returns for the Wegner office in Milwaukee.

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