Form 990 preparation & filing for nonprofits.
Full-return preparation and public-facing review for the filing your donors, regulators, and rating agencies will search.
18+
years of nonprofit-exclusive practice
500+
nonprofit clients served
60+
nonprofit professionals
95%+
client retention rate
Two audiences in every return.
We prepare Form 990 and 990-PF filings with full schedule completion, compensation disclosure review, and narrative program accomplishment drafting. Before filing, every return goes through a public-facing review that evaluates how it reads to the donors, journalists, and board members who will search it, not just whether it satisfies the IRS.
Why does Form 990 accuracy carry more weight than a typical tax return?
Form 990 is the annual information return the IRS requires from most tax-exempt organizations. Unlike a for-profit tax return, it is a public document. Donors, journalists, rating agencies, and prospective board members can search it on platforms like ProPublica’s Nonprofit Explorer and form judgments about the organization based on what they find. An error that would be a quiet correction on a for-profit return becomes a visible, permanent public record.
Late filing carries its own severe consequence. Three consecutive years of missed 990 filings triggers automatic revocation of tax-exempt status, a rule the IRS applies without discretion regardless of circumstance. Extension management and filing coordination are what stand between an organization and that outcome.
What does Form 990 preparation include?
Form 990 & tax compliance.
Complete preparation of Form 990 for tax-exempt organizations, including applicable schedules based on each organization’s activities and circumstances. These may include Schedule A for public charity status and public support, Schedule C for lobbying and political activities, Schedule J for compensation, and Schedule R for related organizations, among others. When applicable, we also prepare Form 990-T for unrelated business income and related state tax and informational filings based on the organization’s filing requirements and activities.
Form 990-PF for private foundations.
Private foundations file Form 990-PF rather than the standard 990. Preparation includes excise tax calculation on net investment income, minimum distribution tracking, and self-dealing transaction review. The obligations are distinct enough that 990-PF preparation is its own discipline.
Draft return review.
For organizations that prepare draft returns internally or through a prior preparer, we provide independent review and refinement before filing. The review covers schedule accuracy, narrative disclosure quality, governance question responses, and how the finished return will read to a public audience.
Public disclosure review.
A pre-filing review pass that reads the completed return the way a donor, journalist, or rating agency will. The mission and program accomplishment narrative, the Part VII compensation section, and the Part VI governance responses are each assessed for what they communicate about the organization.
Extension management & filing coordination.
We prepare and file extensions (Form 8868) proactively and coordinate the filing timeline around your organization’s established governance review process.
Which form does your organization file?
|
Filing type |
Eligibility |
Complexity |
Public disclosure scope |
|---|---|---|---|
|
Form 990 (full) |
Gross receipts of $200,000 or more, or total assets of $500,000 or more |
Full form with multiple schedules |
Complete financial, governance, and compensation disclosure |
|
Form 990-EZ |
Gross receipts under $200,000 and total assets under $500,000 |
Simplified form, fewer schedules |
Streamlined financial and governance disclosure |
|
Form 990-N (e-postcard) |
Gross receipts normally $50,000 or less |
Minimal: basic organizational information only |
Limited to organization identification |
|
Form 990-PF |
Private foundations regardless of size |
Full form with distinct schedules for excise tax, distributions, and self-dealing |
Complete foundation financial and governance disclosure |
How do we prepare & file your return?
01
Document collection.
We gather financial statements, governance documentation, and compensation data, flagging gaps early rather than discovering them mid-preparation.
02
Draft preparation.
We prepare the complete return and all applicable schedules, with attention to narrative disclosures and public-facing presentation.
03
Client review.
We walk through the draft with your team, addressing questions while there is still time to revise.
04
Board review period.
We build time for governance review into the filing timeline. Form 990 Part VI asks whether the final return was provided to the organization’s governing body before filing and requires
disclosure of the organization’s review process, if any. Our timeline allows the organization adequate time to complete its established review process before the return is filed.
05
Filing.
We submit the completed, reviewed return electronically within the applicable deadline or extension window, and confirm acceptance.
Financial credibility is the entire point.
Every return Han Group prepares is a nonprofit return. The nuances that distinguish nonprofit 990 preparation from generalist tax work are baseline practice: how to present program accomplishments in a way that a donor finds credible, how to structure compensation disclosures to withstand public scrutiny, and how to answer governance questions in Part VI so the responses reflect actual practice rather than aspirational description.
A generalist firm preparing your 990 alongside corporate returns applies a compliance-only lens because public-facing credibility is not a factor on the rest of their client base’s filings. We apply that lens to every return because every return we prepare carries the same public-disclosure stakes.
Related services.
Unrelated business income tax.
Revenue-stream screening and Form 990-T preparation for activities that may trigger unrelated business income obligations.
Tax compliance.
Federal and state filing obligations managed on a continuous calendar across every jurisdiction where you operate.
Tax planning.
Forward-looking tax strategy that evaluates exposure from new programs, revenue streams, and structural changes before decisions close.
Accounting & reporting.
Monthly close, donor-restriction tracking, and board-ready financial reporting built into the operating rhythm of your organization.
File a return that holds up to every audience who reads it.
If your organization needs Form 990 or 990-PF preparation from a firm that understands both the compliance requirements and the public-disclosure stakes, a partner is ready to scope the engagement.