To put your Form 990 together, we will need the following documentation:

• Previous years Form 990
• Balance Sheet
• Income Statement with functional expenses
• Fixed asset schedule 
• Name and email of principal officer
• Number of 1099's issued
• Number of W-2's issued
  
• Number of W-2 G's issued (if applicable)
• List of board members and the number of voting members. Are any related?
• Wages earned by top 5 highest paid employees and are they attributed to fundraising, general or program
  
• Description of 990 review process
• Who are the books in care of?
• How are governing documents available to the public?
  
• A list of current year's program service accomplishments
• Names and addresses of contributors and amount from each
• Detail any political/campaign/lobbying activities (if applicable)
• Detail any gaming activities; ex. bingo or pull-tabs (if applicable)
  

Yes or no -

• Do you have to comply with backup withholding rules?
• Do you have a conflict of interest policy? If yes, how is your policy enforced?
• Do you have a whistle-blower policy?
• Do you have a document retention policy?
• Do you have a compensation review process for CEO, exec. director, officers, key employees?
• Were you reviewed or audited by an independent accountant? If yes, does your board assume responsibility over review and selection process? On what basis were the financial statements issued?
  
• Are you required an audit(s) per Single Audit Act & OMB Circular A-133

If you have any other information you think is applicable and not included in the list above, please include it with details.