Nonprofit audit checklist, Form 990 schedules checklist and financial policies
Get a nonprofit ready for its audit, work out which Form 990 schedules it must file, and put a gift acceptance and expense allocation policy in front of the board.
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Nonprofit audit · this packBookkeeping and advisory lettersAudit and AUP lettersCompilation and review lettersIndependent contractors1040 checklistsIRS noticesSales tax nexusPayroll tax reconciliation+ 37 more
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What's inside
First page of each document. 4 files, Word and Excel.
What a nonprofit audit and Form 990 involveDocument in the pack
Answering every Part IV question on Form 990Form 990 Part IV
✓Form 990 schedules checklistAll 2025 lines with their thresholds
Knowing which schedules to file, and tracking them
✓Form 990 schedules checklistPreparer, prepared and reviewed dates
Having schedules and reconciliations ready before fieldwork
✓Nonprofit audit preparation checklistTen areas, from governance to close
Spotting a single audit2 CFR 200.501
✓Nonprofit audit preparation checklist$1,000,000 of federal awards spent
Donor acknowledgments and quid pro quo disclosuresIRC 170(f)(8), 6115
✓Gift acceptance policy$250 and $75 rules
Accepting or declining complex gifts
✓Gift acceptance policyWho decides for each type of gift
Splitting shared costs by functionForm 990 Part IX
✓Expense allocation policyBasis and source for each shared cost
Who it's for
Finance teams at US nonprofits and the CPA firms that audit them or prepare their Form 990.
Last checked
Checked against the 2025 Form 990 and its instructions, IRS Publication 1771 and 2 CFR 200.501 in November 2026.
