Annual filing requirement
Every exempt organization must file an annual information return. We verify the correct form (990, 990-EZ, 990-PF, or 990-N) based on gross receipts and assets.
Nonprofit 990 Filing Engine assembles a completed, edit-checked, e-filed annual information return — every required schedule, every computation, every IRS business rule — checked against the letter of IRC §6033 and IRS instructions before a credentialed preparer releases it.
Every tax-exempt organization must file an annual information return (Form 990, 990-EZ, 990-PF, or 990-N). Miss three consecutive years and the IRS automatically revokes tax-exempt status — with no warning letter. Even one late or incomplete filing can cost $20–$130 per day in penalties.
Most nonprofits prepare this by hand, from memory, once a year. The instructions have not been read end-to-end since the last time it mattered. That is exactly where completeness gaps hide.
Nonprofit 990 Filing Engine exists to close that gap with a single, exhaustive standard applied identically to every return.
We do not summarize the law and hope. Every return is scored against a versioned rule pack tied to the exact text of IRC §6033 and current IRS instructions. These are the provisions each return is held to.
Every exempt organization must file an annual information return. We verify the correct form (990, 990-EZ, 990-PF, or 990-N) based on gross receipts and assets.
The multi-year public-support percentage is computed across the rolling 5-year period with revenue-source caps — no shortcuts.
The trial balance is mapped into Part VIII/IX functional-expense and Part X balance-sheet lines, with allocation methodology documented.
Compensation disclosures, conflict-of-interest policy, and governance questions are completed per current instructions.
Contributor names and amounts are reported when required, with state-disclosure exceptions applied correctly.
Related-organization mapping and unrelated business income are identified and reported, with Schedule 990-T prepared if applicable.
AI extracts and drafts. Deterministic rules — running as code, outside the model — decide what is complete. A credentialed preparer (EA/CPA) signs every release. That order is never reversed.
Upload the trial balance and org facts. We return a free completeness read: which schedules and computations you already have, and which are missing.
As your authorized clerical agent, we collect the trial balance, prior-year return, board meeting minutes, and compensation data to build the mapping.
The return is drafted from your validated data and the §6033 rule pack into field-locked templates — no legal opinions, no invented facts.
Functional-expense allocation reconciles to the penny; the public-support test is verified; every required schedule is present; IRS business-rule edit checks are run. Any failure blocks release.
A credentialed preparer (EA/CPA) reviews the exception queue, signs the return with their PTIN, and authorizes e-file.
You receive the accepted return, acknowledgment, and a deadline-and-revocation monitoring calendar — ready for the public record.
The deliverable is completeness itself — every required schedule and computation accounted for or explicitly exception-coded. Nothing is left implicit.
The gates that decide completeness are code, not a model's opinion. A drafting error cannot slip past a statutory requirement.
We prepare documentation and run computations as your clerical agent. We never provide legal advice, audit financial statements, or make exemption determinations.
Simple, predictable, and aligned with a documentation standard — not a cut of any grant or donation.
Start with a free Readiness Scan. Send your trial balance and org facts and we'll return a completeness read against every applicable IRC §6033 requirement.
Documentation-completeness service · not legal advice · the nonprofit remains responsible for its return.