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501(c)(3) vs. Other 501(c) and 509 Classifications: Which Fits Your Organization?

Not every tax-exempt organization is a 501(c)(3) — here's how the IRS classifications differ, and why choosing the right one protects an organization's mission long after the application is filed.

Posted byPatience Booker
September 4, 2026
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How to Complete the Balance Sheet on Form 990-PF

Form 990-PF's Balance Sheet asks private foundations for a detailed look at assets, liabilities, and net assets — at both book and fair market value. Here's how Part II breaks down, line by line, and what determines which columns your foundation needs to complete.

Posted byPatience Booker
September 2, 2026
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Form 990 Deadlines: The Complete Guide for Nonprofits and Tax Professionals

Every Form 990 series deadline explained in one place: how the due date is set, which form to file, how extensions work, what happens if you miss it, and a board-ready checklist to get filed with confidence.

Posted byCharles Hardy
August 28, 2026
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2026 Nonprofit Webinars You Won’t Want To Miss

Tax990's latest webinar learning opportunities for nonprofits.

Posted byPatience Booker
August 28, 2026
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IRS Form 1024: Who Files It, and How to Apply for Recognition of Exemption

If your organization falls outside 501(c)(3) and 501(c)(4), Form 1024 — not Form 1023 — is your path to IRS-recognized tax-exempt status. Here's what it covers and how to file. Want me to adjust length, tone, or pull a different angle (e.g., leading with the determination letter's practical value for donors/funders rather than the form mechanics)?

Posted byPatience Booker
August 27, 2026
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Form 8050: What It Is and How It Works For Nonprofit Filers

A paper refund check can take weeks to arrive, and it can get lost or misdirected along the way. Form 8050 gives eligible nonprofits and other exempt filers a faster alternative: direct deposit straight from the IRS, with no cap on the refund amount. Here's what the form covers, who qualifies, and how to get it filed correctly.

Posted byPatience Booker
August 25, 2026
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Copy Prior Year 990 Data Into Your Current Return, No Matter Where You Filed

Tax990's Copy Prior Year Data feature brings last year's Form 990, 990-EZ, or 990-PF information onto your current return, even if you filed with a different provider. Here's exactly what copies over, what you get to choose, and how the process works.

Posted byPatience Booker
August 19, 2026
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Lobbying Rules for Nonprofits: What 501(c)(3)s Can and Cannot Do

Lobbying is one of the most misunderstood areas of nonprofit compliance. The good news: 501(c)(3) organizations are allowed to lobby, within limits. This guide breaks down lobbying versus political campaign activity, the substantial part test versus the 501(h) election, and where lobbying activity lands on Schedule C.

Posted byPatience Booker
August 17, 2026
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How to Look Up Any Nonprofit’s Form 990 (Free)

Every nonprofit's Form 990 is public record — but finding it depends on knowing where to look. This guide walks through five free tools for searching Form 990 filings, from the IRS's official database to plain-language nonprofit profiles, including what each one can and can't show you. Whether you're a donor doing research, a journalist on deadline, or a board member confirming your own organization has filed, you'll find the right starting point here.

Posted byPatience Booker
August 14, 2026
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What is Form 990-T? Everything Nonprofits Need to Know About Unrelated Business Income Tax Reporting

Unrelated business income is one of the most misunderstood areas of nonprofit compliance. This guide breaks down UBI, UBTI, UBIT, and UDFI, walks through the three-prong test and the exceptions that follow it, and explains who has to file Form 990-T, when it's due, and what happens if it's late.

Posted byCharles Hardy
August 12, 2026
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