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Definition

Form 990

The annual information return that tax-exempt organizations file with the IRS.

Definition

Form 990 is the annual return that most tax-exempt organizations must file with the IRS. It provides information about the organization's mission, programs, finances, and governance. Form 990 is publicly available and serves as a key transparency tool for donors, regulators, and the public.

Why It Matters

Accurate AP data is essential for Form 990 reporting, particularly functional expense allocation and compensation reporting. Errors on Form 990 can trigger IRS scrutiny and damage public trust.

Examples

Functional expense reporting

AP data is used to populate the Form 990 functional expense matrix, allocating costs to program, management, and fundraising categories.

Vendor payment disclosure

Payments to independent contractors over $100,000 must be disclosed on Schedule J or related schedules.

How Nexus AP Helps

Nexus AP categorizes expenses by function (program, management, fundraising) at the invoice level, streamlining Form 990 preparation.

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Frequently Asked Questions

Who must file Form 990?

Most tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000. Smaller organizations file 990-EZ or 990-N.

Is Form 990 public?

Yes. Form 990 is a public document. Organizations must provide copies upon request, and they are widely available on sites like GuideStar.

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