Organized records, structured process
Intellgus helps nonprofit leaders approach tax preparation with organized records and a structured process.
Form 990, 990-EZ, 990-N, 990-PF, and 990-T support for U.S. nonprofits.
Running a nonprofit involves more than delivering programs and managing donations. Your organization may need to prepare annual IRS filings, maintain tax-exempt status, document contributions and grants, and address federal or state reporting requirements.
Intellgus provides nonprofit tax preparation and compliance support for U.S. charitable organizations, tax-exempt entities, and nonprofit finance teams. We help organizations organize financial records, prepare required tax filings, identify reporting questions, and maintain documentation for future filing cycles.
Whether you operate a public charity, private foundation, educational nonprofit, religious organization, or community-based nonprofit, we focus on the tax and reporting considerations relevant to your organization.
Tax-exempt status does not automatically eliminate every tax filing obligation. Many U.S. nonprofits must file an annual IRS information return or electronic notice, and some may also have unrelated business income, employment tax, or state and local tax responsibilities.
Intellgus helps nonprofit leaders approach tax preparation with organized records and a structured process.
The applicable filing requirement depends on the organization's classification, gross receipts, total assets, activities, and applicable IRS rules.
Depending on your organization's circumstances, we can help address questions such as:
Intellgus helps organizations organize financial information and prepare the appropriate return based on the organization's records and filing requirements.
This support helps management prepare for tax season. It does not replace legal, accounting, or tax advice where those services are needed.
Form 990 is the annual information return used by many tax-exempt organizations to report financial activity, governance, programs, and compliance information. Organizations generally file Form 990 rather than Form 990-EZ when they have gross receipts of $200,000 or more, or total assets of $500,000 or more at the end of the tax year, subject to applicable exceptions. Form 990 is publicly available for many organizations, so accurate and complete reporting can affect how donors, grantmakers, and other stakeholders view your organization.
Certain eligible tax-exempt organizations may file Form 990-EZ instead of the full Form 990. In general, an organization may use Form 990-EZ if its gross receipts are below $200,000 and its total assets at year-end are below $500,000, subject to IRS exceptions and eligibility rules. Intellgus can help eligible nonprofits organize financial information and prepare the appropriate return.
Form 990-N, also called the e-Postcard, is an electronic notice for certain smaller tax-exempt organizations. Under current IRS instructions, organizations that normally have annual gross receipts of $50,000 or less generally must submit Form 990-N if they do not file Form 990 or Form 990-EZ, subject to exceptions. Although Form 990-N is brief, eligibility and timely submission still matter. We can help eligible organizations understand the information needed for the filing process.
Private foundations have distinct federal reporting and compliance requirements. Intellgus provides tax preparation support for eligible private foundations that need to report financial activity, grants, charitable distributions, investments, and other required information. Private foundations may have requirements beyond those applicable to public charities, so their filing needs should be evaluated separately.
A tax-exempt organization may have unrelated business taxable income from certain activities not substantially related to its exempt purpose. An exempt organization that has $1,000 or more of gross income from an unrelated business generally must file Form 990-T, subject to the applicable facts and exceptions. Not every revenue-generating activity creates unrelated business taxable income. The conclusion depends on the activity, applicable exceptions, and relevant tax rules.
Nonprofits may have reporting obligations beyond the annual information return. We help organizations organize financial information and identify tax-related matters that may need additional review.
Nonprofits operating in multiple states may encounter different registration, reporting, and tax requirements. Depending on the organization's activities and locations, these may include state income or franchise tax rules, charitable solicitation registration, sales and use taxes, or other obligations. Intellgus can help organize the financial information relevant to these requirements and support applicable tax preparation engagements. The specific obligations depend on the organization's activities and the laws of each relevant state.
Intellgus provides tax preparation support based on the information and requirements relevant to each engagement.
Contributions, grants, program revenue, operating expenses, governance information, and annual IRS filings.
Grants, investments, charitable distributions, excise-tax matters, and Form 990-PF reporting.
Grant revenue, related expenditures, documentation, and annual reporting.
Subrecipients and pass-through entities seeking to understand and organize their grant-related records.
Different nonprofit organizations have different reporting needs. Intellgus provides tax preparation support based on the information and requirements relevant to each engagement.
Nonprofits depend on public trust, donor confidence, grant funding, and sound financial management. Accurate filings and organized documentation support all three.
We review your nonprofit's structure, tax-exempt classification, financial activities, funding sources, and reporting needs before work begins.
We review your nonprofit's structure, tax-exempt classification, financial activities, funding sources, and reporting needs.
We review available information to determine which federal and other filings may apply, subject to confirmation of the organization's circumstances.
We organize financial statements, accounting records, contribution information, grant records, expense schedules, and other relevant documents.
We examine contributions, program revenue, grants, operating expenses, and other transactions needed for preparation.
We prepare the agreed tax return or filing based on the information provided and applicable requirements.
We identify missing information, inconsistencies, and items requiring clarification before finalization.
The completed return is reviewed and finalized according to the engagement arrangements and applicable filing procedures.
Where agreed, we help organize records and information so the next tax season is easier to manage.
We focus on the financial reporting and tax preparation considerations relevant to tax-exempt organizations.
Our structured process helps identify the records and information needed for applicable filings.
We review revenue, expenses, contributions, grants, and other information used in nonprofit tax returns.
We explain information requests, outstanding questions, and next steps in practical terms.
Public charities, private foundations, religious organizations, educational nonprofits, and other tax-exempt entities may have different filing requirements.
We handle donor, employee, and organizational information with appropriate professional care.
Consider specialized nonprofit tax support when your organization needs a more organized annual tax preparation process.
Your nonprofit exists to serve its mission—not to spend unnecessary time navigating tax paperwork. But accurate reporting remains an important part of responsible nonprofit management. Intellgus provides nonprofit tax preparation and compliance support to help U.S. charitable organizations organize financial records, prepare applicable tax filings, and address reporting responsibilities. Whether you need Form 990 preparation, private foundation tax support, Form 990-T support, or help organizing financial information for annual reporting, we can discuss the requirements relevant to your situation. Contact Intellgus to discuss your nonprofit tax preparation needs.
No. The applicable filing depends on the organization's classification, size, and circumstances. Many tax-exempt organizations file Form 990, 990-EZ, or 990-N, while certain organizations—including many churches and qualifying church-affiliated organizations—may be excepted from the annual information return requirement. Confirm your obligation using current IRS guidance.
Form 990 is the standard annual information return used by many tax-exempt organizations. Form 990-EZ is a shorter return generally available to eligible organizations with gross receipts below $200,000 and total assets below $500,000 at year-end, subject to IRS exceptions.
Form 990-N, or the e-Postcard, is an electronic notice generally required for smaller tax-exempt organizations that normally have annual gross receipts of $50,000 or less and do not file Form 990 or 990-EZ, subject to exceptions.
Yes. A tax-exempt organization may owe tax on unrelated business taxable income and may also have employment tax or other tax obligations. An organization with $1,000 or more of gross income from an unrelated business generally must file Form 990-T.
Organizations required to file an annual return or notice generally lose federal tax-exempt status automatically if they fail to file for three consecutive years. Reinstatement may be possible through applicable IRS procedures, but the process and consequences depend on the circumstances.
No. Tax-exempt status does not automatically eliminate every federal, state, or local tax obligation. Depending on its activities, an organization may still have employment tax, unrelated business income tax, sales or use tax, or other applicable requirements.
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