Your Form 990 is more than numbers—it’s your public story. This friendly, step-by-step PDF helps you gather the right info, align with leadership, and present your mission clearly.
What’s inside:
- What to assemble up front (legal name/EIN, tax year, public-charity status, board roster)
- Governance items & key policies (conflict of interest, whistleblower, document retention, ED compensation process)
- Mission, program descriptions, and outcomes to showcase impact
- Revenue segmentation & tie-outs (contributions, events, program service, investments)
- Expense allocation to program/admin/fundraising—with methods documented
- Fundraising event details and non-cash gifts
- Balance-sheet tie-outs (cash recs, pledges, liabilities, fixed assets, leases)
- Compliance sections & schedules (Parts IV–VI; Schedules A, B, F/I, O)
- Final review: reconcile to prior year (if any), board review plan, and e-file steps
Ready to get started?
Download the Form 990 Preparation Checklist below!
Questions? We’re happy to help: info@crosstribeadvisory.com · 937-234-7780