To put your Form 990 together, we will need the following documentation:
Previous years Form 990
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.
Moye,Waters & Associates, LLC
4317 Lead Avenue SE Ste. B
Albuquerque, NM, 87108 Phone: (505)260-0616 firstname.lastname@example.org
Welcome to Moye, Waters and Associates, LLC Accounting firm licensed in NM.
We offer a broad range of services for business owners, executives,
and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (505) 260-0616. We'll be
happy to offer you a free initial consultation. Thanks for visiting!