Crosstribe Advisory

Board of Directors 990 Review Checklist

Your Form 990 is public—so your board review matters. This friendly, one-page PDF keeps the conversation focused on what truly counts: accurate compliance answers and a clear, compelling mission story.

What’s inside:

  • A quick “before you start” prep list (draft return, schedules, key policies)
  • Mission & accomplishments prompts to sharpen your narrative
  • Compliance & governance checkpoints (COI, disclosures, minutes)
  • People & compensation review (officers, contractors, documentation)
  • Required schedules crosswalk so every “Yes” is addressed
  • Financial consistency tie-outs and public-transparency reminders
  • Simple sign-off lines to record the board’s review and questions
    Crosstribe Advisory Board 990 R…

Ready to get started? Download the Board 990 Review Checklist Below!

Questions? We’re happy to help: info@crosstribeadvisory.com · 937-234-7780

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