990 Readiness Toolkit — First-Time Filer Edition
# 990 Readiness Toolkit — First-Time Filer EditionCrossed $50K or $100K in revenue for the first time? Don't get blindsided by the IRS.If your nonprofit just grew past the point where a simple e-Postcard (990-N) works, you're suddenly facing Form 990-EZ or a full Form 990 — and most small orgs have no idea what that actually requires until it's too late.This toolkit was built by an accountant with 30+ years of nonprofit, GL, and compliance experience to give small nonprofit treasurers and EDs a clear, guided path to get organized before you ever talk to a preparer or CPA.What's inside:✅ Threshold Diagnostic — answer 3 questions, instantly know which form you need (990-N, 990-EZ, or full 990)✅ Readiness Checklist — 14 items to confirm before you file, so nothing gets missed✅ Common Errors Guide — the exact mistakes first-time filers make (payroll recording, expense classification, grant tracking) and how to fix them✅ Form Prep Workbook — pre-built Excel tabs mirroring 990-EZ line items, with auto-calculating totals✅ Key Thresholds Tab — every dollar threshold (990-N, 990-EZ, 1099, Schedule B) in one place, updated for 2026 rules including the new $2,000 1099 threshold — just edit one cell each year to keep it current✅ Full Spanish Guide — every core section translated, because compliance shouldn't depend on which language you're most comfortable inWho this is for:- Nonprofit treasurers and EDs facing their first 990-EZ or full 990- Small orgs that outgrew fiscal sponsorship and are filing independently for the first time- Bookkeepers and consultants who want a repeatable client-ready toolWhat this isn't: This is an organizational and educational tool — it does not replace review by a licensed CPA before filing. It gets your numbers and documentation filing-ready so that review goes faster and costs less.📊 Excel format (.xlsx) — works in Excel, Google Sheets, and Numbers🌐 English & Spanish🔄 Built to be updated annually, not thrown awayPrice: $37Instant download. No subscription. Yours to keep and reuse every year.
Get it → lobispo.gumroad.com