Analysis of the Form 990 for Not-for-Profits (NFPs)
1. Select a recent IRS form 990 for a NFP entity. The www.foundationcenter.org web site will be helpful to locate an entity and Form 990.Present your choice in the conference set up for same for approval by stating the NFP’s name in the conference, including a link to the NFP’s web page, and uploading / attaching the NFP’s most recent Form 990 in PDF format. Only approved entities / Form 990s will be accepted. 2. Explore the concepts of the class material relating to NFPs and Form 990s. You must find and review / read outside literature on these subjects as well. 3. Prepare an executive summary paper on the Form 990 to include the following: a. A brief overview of your entity. b. Discuss what is a Form 990, what is its focus, and what it’s intended to do. c. Discuss who are the Form 990’s intended users – who and why is the form intended for (what is NOT expected is a fund-by-fund accounting of figures, performance, balances, etc.). d. Finally, compare the Form 990 to a CCR or your entities annual report and discuss the different audiences / needs / users / purpose of same. 4. Your deliverable should be three – five pages in length (~1,000 to 1,800 words), single-spaced, double spacing between paragraphs, one inch margins and a font size of 10 – 12 points. Use headings related to topics in our class, and include a cover page and works cited section. In-text citations must be included and done per APA standards. The paper is to be uploaded through your assignment folder only in a single Word document with only “YourName.doc(x)” as the file name. There are to be no active hyperlinks anywhere in the submission. 5. Points will be deducted for failing to adhere to these requirements, especially the 4 requirements in part 3. 6. Please refer to the grading matrix for how your performance will be evaluated.
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