Nonprofit Tax Organizer (990)

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Organization Information

Legal name, EIN, exemption status, and basic organizational details.

Basic Information

Legal Name of Organization *

DBA / Common Name (if different)

EIN *

State of Incorporation

Date of Incorporation / Formation

Tax Year End *

Organization Phone

Organization Email

Website

Principal Office Address

Mailing Address (if different)

Tax-Exempt Status

IRC Exemption Section *

IRS Determination Letter Date

Public Charity Type (501(c)(3) only)

Organization Type & Mission

Primary Mission / Purpose *

Organization Type

Geographic Area Served

Did the organization terminate or dissolve this year?

Yes No

Step 1 of 8

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Governance & Officers

Board of directors, key officers, and governance policies.

Board of Directors / Trustees

Total Number of Voting Board Members

Number of Independent Board Members

Board Meetings Held During the Year

List all current officers, directors, trustees, and key employees. The IRS requires this information on Form 990.

Name	Title / Position	Hours / Week	Compensation ($)	Related Entity?
					✕

Step 2 of 8

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Revenue

All income sources for the fiscal year. Break out each revenue type as specifically as possible.

Contributions & Grants

Cash Contributions & Donations

Non-Cash / In-Kind Contributions

Gifts from Related Organizations

Government Grants / Contracts

Foundation Grants

Special Events Gross Revenue

Program & Other Revenue

Program Service Revenue (fees, tuition, etc.)

Membership Dues

Investment Income (interest, dividends)

Rental Income

Sale of Assets (net gain/loss)

Other Revenue

Describe Other Revenue

Public Support Test (501(c)(3) only)

Organizations must generally receive at least 33.3% of support from the public to maintain public charity status (509(a)(1) or 509(a)(2)).

Did any single donor contribute more than 2% of total support?

Yes No

Did the organization receive any unusual grants?

Yes No

Step 3 of 8

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Expenses

Functional expense breakdown — program services, management & general, and fundraising.

Expense Summary by Function

The 990 requires expenses to be allocated across three functions. Estimate if exact figures are unavailable — your preparer will finalize the allocation.

Program Services (total)

Management & General (total)

Fundraising (total)

Expense Detail by Category

Salaries, Current Officers

Salaries, Other Employees

Payroll Taxes & Benefits

Professional Fees (legal, accounting, consulting)

Grants & Awards to Others

Occupancy (rent, utilities)

Office Supplies

Travel & Conferences

Printing & Publications

Information Technology

Insurance

Depreciation & Depletion

Other Expenses

Describe Other Expenses

Step 4 of 8

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Program Service Accomplishments

Form 990 requires a description of your three largest programs by expense. Describe what you did and who you served.

Program Service 1 (Largest by Expense)

Program Name / Title

Expenses Attributed to This Program

Revenue Generated by This Program

Grants Included in Expenses

Description — What did you do? Who benefited? How many people served?

Program Service 2

Program Name / Title

Expenses Attributed

Description

Program Service 3 (and Others)

Program Name / Title

Expenses Attributed

Description

Other Programs (describe any additional programs briefly)

Step 5 of 8

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Employees & Compensation

Employee counts, payroll, top employee compensation, and independent contractors.

Employee Summary

Full-Time Employees (W-2)

Part-Time Employees

Volunteers (estimated)

Independent Contractors (1099)

Total W-2 Wages & Salaries Paid

Employee Benefits (health, retirement, etc.)

Payroll Taxes (employer share)

Key Employee Compensation (Form 990 Schedule J)

List any employee or officer receiving more than $100,000 in compensation. Form 990 requires this disclosure.

Name	Title	Base Salary ($)	Bonus / Incentives ($)	Benefits ($)	Total ($)
						✕

Independent Contractors

List any contractor paid more than $100,000 for the year.

Contractor Name	Services Provided	Amount Paid ($)
			✕

Step 6 of 8

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Compliance, Activities & Prior Year

Required disclosures, political activity, lobbying, unrelated business income, and filing history.

Political & Lobbying Activity

Did the organization engage in any direct or grassroots lobbying?

Yes No

Did the organization engage in any political campaign activity?

Yes No

Has the organization made a Section 501(h) election for lobbying?

Yes No

Total Lobbying Expenditures

Unrelated Business Income (UBI)

Did the organization have unrelated business income (UBI)?

Yes No

Total UBI (before expenses)

Describe the UBI Activity (if applicable)

If UBI exceeds $1,000, a Form 990-T must be filed. Please bring any 990-T filings from prior years.

Filing History & IRS Matters

All Prior 990s Filed?

Yes, all filed Behind

Most Recent 990 Filed (year)

Ever Lost Tax-Exempt Status?

Yes No

Describe Any IRS Correspondence, Examinations, or Pending Issues

Step 7 of 8

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Documents & Authorization

Document checklist and authorization for RMWhite CPA to prepare your Form 990.

Additional Notes

Anything else your preparer should know about this filing year

Authorization & Signature

By signing below, I certify that to the best of my knowledge, the information provided in this organizer is accurate, correct, and complete. I authorize R.M. White CPA to use this information to prepare Form 990 and related schedules for the tax year indicated. I understand that knowingly providing false information to a tax preparer may constitute a federal offense.

Authorized Signature — Officer / Authorized Representative

Printed Name *

Title / Position

Date

Signature (sign above line)

For RMWhite CPA Use Only

Assigned CPA / Preparer

CPA License Number

Date Received

CPA / Preparer signature

Step 8 of 8

Organization Information

Governance & Officers

Revenue

Expenses

Program Service Accomplishments

Employees & Compensation

Compliance, Activities & Prior Year

Documents & Authorization

Organizer Submitted!