Even the most mission-driven, well-organized nonprofits can stumble when it comes to Form 990. From complex filing rules to evolving IRS expectations, it’s easy to make mistakes that could affect your organization’s compliance and reputation.
At TrimnerBeckham, PLLC, we specialize in nonprofit tax compliance—and we’ve seen the same 990 errors pop up again and again.
Here are three of the most common, and why they matter:
❌ 1. Filing the Wrong Version of Form 990
Many exempt organizations don’t realize there are multiple versions of the 990, each with different thresholds and requirements:
- 990-N for very small orgs (gross receipts ≤ $50K)
- 990-EZ for mid-sized orgs
- Full 990 for larger or more complex organizations
- 990-PF for private foundations
Filing the wrong form can trigger IRS notices—or worse, signal a lack of organizational awareness to funders or watchdogs.
❌ 2. Omitting Required Disclosures
Certain governance questions (like board oversight, policies, and compensation) are more than just boxes to check—they’re essential transparency signals. Skipping or inaccurately completing these sections can:
- Hurt your charity’s transparency rating on platforms like Charity Navigator
- Create red flags during an IRS audit or review
- Undermine trust with donors and the public
❌ 3. Misreporting Revenue
Form 990 has complex rules for categorizing revenue—especially for:
- Membership dues
- Grants or contracts
- Unrelated Business Income (UBI)
Misreporting these can affect your public support test, UBIT liability, or even tax-exempt status if the activity is significant and not properly disclosed.
✅ The Solution: Accurate, Confident Filing
At TrimnerBeckham, PLLC, we help nonprofits file Form 990 with clarity, accuracy, and confidence—so they can stay focused on their mission, not paperwork.
Whether you’re a public charity, foundation, membership org, or advocacy group, our team is here to help you stay compliant and credible.
💼 Your Mission is Our Passion.
🔗 Learn more at www.trimnerbeckham.com
