Form 990 Snapshot & Red Flag Review

What this service is

A focused review of your most recent Form 990 to understand what story it tells about your organization, where red flags or inconsistencies may exist, and how small changes could better reflect your work and impact.

This service helps answer

• What story does our latest Form 990 tell about who we are, how we spend money, and what impact we claim?

• Are there any obvious red flags or inconsistencies that might concern funders, partners, or the media?

• How do our program, administrative, and fundraising expenses compare to what’s typical for organizations like ours?

• What practical changes could we make in how we complete the 990 to better reflect our work and impact?

What you receive

You receive a brief “990 health check” memo you can use as a mirror on how you present yourself to the outside world, including:

• Highlights of what funders, donors, and peers can see about you in your public filings.

• Noted reporting inconsistencies or unusual patterns, if any.

• Basic program‑overhead ratios, with simple context.

• Insights on narrative clarity in your program descriptions.

• Identification of red flags and straightforward suggestions for improvement, including program vs. admin/fundraising spending and executive compensation positioning.

When this is a good fit

This is a good starting point if you want a low‑lift, high‑impact check‑up before deeper work, or if you suspect your 990 may not be telling the story you actually want to tell.