How to Read Your IRS Determination Letter: A Field Guide for Nonprofits
Your IRS determination letter decoded, line by line: what your 509(a) classification, effective date, filing requirement, and deductibility each mean.
Virtual vs. In-Person Nonprofit Finance Events: Which Is Worth It in 2026?
In 2026, the smartest nonprofit finance teams aren't choosing between virtual and in-person events — they're being strategic about when each format actually earns its place on the calendar.
What Is IRS Form 5227? Who Files It, What It Covers, and What Happens If You Don’t
Form 5227 might look like just another information return, but for trustees of charitable remainder trusts, pooled income funds, and other split-interest trusts, it carries real personal liability. Here's what the form actually covers, who's on the hook for filing it, and why "reasonable cause" may be your only lifeline if a deadline slips.
More Nonprofit Employees Could Now Trigger the Section 4960 Excise Tax: What Tax-Exempt Organizations Need to Know
Section 4960's excise tax on high nonprofit compensation is no longer limited to an organization's top five earners — for taxable years beginning after December 31, 2025, the rules expand to cover a broader group of employees, so nonprofits with multiple staff earning over $1 million should start reviewing their compensation arrangements now.
Donor-Advised Funds and Form 990: What Recipient Nonprofits Need to Know
Donor-advised funds now move billions to nonprofits each year, but the grant technically comes from the sponsoring organization, not the individual donor who recommended it. That distinction shapes everything from Schedule B reporting to your public support test, making it essential to get right on Form 990.
Tax990 at the AICPA Not-for-Profit Industry Conference: What We Learned
Everything Tax990 learned at the AICPA NFP conference in 2026.
Stop Guessing at Grants. Join Our Free July Webinar Series.
Securing grant funding for nonprofits is one of the most powerful ways to grow your mission. This July, Tax990 is hosting a free four-part grant writing webinar series with Senior Certified Grants Specialist Mary Louise Resch. Four sessions. Every Monday in July. Completely free.
How to Apply for an EIN: A Guide to Nonprofits
Every nonprofit needs an Employer Identification Number, the nine-digit IRS identifier that functions like a Social Security number for your organization and underpins nearly every operational step that follows. Here's what an EIN is, why it matters, and how to apply for one.
How Nonprofits Should Prepare Their First Form 990
Filing your first Form 990 doesn't have to be overwhelming — with the right preparation, it's manageable, and Tax990 is built to guide you through every step. From choosing the correct form type to writing clear program descriptions, this guide covers what new nonprofits need to know to file accurately and on time.