Form 990 Filing Tips Preparation Checklist:
- Determine whether you are eligible to file the Form 990-EZ for 2010
- File a 990 unles recipts are <$200k and assets less than $500k
- Organizations with <$50k of receipts can file the simpler 990-N
- Identify the schedules that you need to complete
- Identify the key internal stakeholders to involve to complete the form, including finance, program leaders, fundraisers, PR/government relations, and HR
- Assign an internal leader to coordinate 990 preparation
- Identify your related organizations and ODTKEs (officers, directors, trustees, key employees)
- Determine your overseas and joint venture activities
- Establish or modify internal systems to prepare for filing season
See our Website for Non-Profit/ Tax Exempt Organizations here.