Ronald J. Cappuccio, J.D., LL.M. (Tax)

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Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning

Form 990 Filing Checklist

Form 990 Filing Tips Preparation Checklist:

  • Determine whether you are eligible to file the Form 990-EZ for 2010.
  • File a 990 unless receipts 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.

Call Or Text Me For More Information

Ronald J. Cappuccio, J.D., LL.M. (Tax), provides comprehensive tax advocacy. Call my office at 856-665-2121 or text me at 856-745-4330 or send me an email for assistance.