Navigating the Form 990 and Form 990-T
Most organizations exempt from income tax must report on Form 990 their exempt and other activities, finances, governance, compliance with certain federal tax filings and requirements, and compensation paid to certain persons. Likewise, they must report on Form 990-T unrelated business taxable income (UBTI) and the resulting tax liability, claim certain refunds, and request credits for certain taxes paid.
For most organizations, both Form 990 and Form 990-T are open to public inspection, meaning that the public optics of the disclosures are as important as filing complete and accurate returns with the Internal Revenue Service. With deep experience in this space, our team can help organizations maximize the impact of their Form 990 and Form 990-T as well as ensure complete and accurate filings with the government.