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Generate IRS Form 990 data for your nonprofit

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If your organization is a tax-exempt nonprofit, you are likely required to file an annual IRS Form 990. StandShare helps you prepare by pulling financial data from your platform activity into a structured report format. This guide walks you through the 990 Prep Dashboard.

What Is Form 990 and Why Does It Matter?​

Form 990 is the annual information return that most tax-exempt organizations must file with the IRS. It reports your revenue, expenses, assets, and governance. Filing on time keeps your tax-exempt status in good standing.

There are three versions:

FormWho files it
990Organizations with gross receipts over $200,000 or total assets over $500,000.
990-EZOrganizations with gross receipts under $200,000 and total assets under $500,000.
990-N (e-Postcard)Organizations with gross receipts normally $50,000 or less.
note

StandShare does not file your 990 for you. It helps you gather and organize the data you need so your accountant or treasurer can complete the filing. Always consult a qualified tax professional.

Open the 990 Prep Dashboard​

  1. In the top navigation, open the Admin section.
  2. Click 990 Prep.

Configure a Fiscal Year​

Before you can generate reports, you need to set up your fiscal year:

  1. Click the + New Fiscal Year button.
  2. Fill in:
    • Start Date -- the first day of your fiscal year (e.g., January 1).
    • End Date -- the last day of your fiscal year (e.g., December 31).
    • Form -- choose 990, 990-EZ, or 990-N based on your organization's size.
  3. Click Create.

Your new fiscal year appears in the dropdown selector at the top of the page.

tip

Most youth sports organizations use a calendar year (January 1 through December 31), but if your season runs differently, set the dates accordingly.

Fiscal Year Information​

Once a fiscal year is selected, you will see a summary panel showing:

  • EIN -- your organization's Employer Identification Number. If it says "Not set," contact your admin to add it in organization settings.
  • Period -- the start and end dates you configured.
  • Filing Deadline -- the calculated deadline for filing (typically the 15th day of the 5th month after the fiscal year ends).
  • Accounting Method -- cash or accrual, if configured.
  • Filing Status badge -- shows whether the year is Not Started, In Progress, Review, or Filed.

990-Readiness Scorecard​

The scorecard is a visual ring showing your completeness score as a percentage. StandShare checks each section of the 990 and rates it:

  • Green checkmark -- that section has complete data.
  • Yellow half-circle -- that section has partial data (some fields are missing).
  • Red X -- that section is missing data entirely.

Below the score, you will see a recommendation from StandShare about what to address next.

Sections Checked​

The scorecard evaluates sections like:

  • Revenue data (pulled from your platform transactions)
  • Volunteer hours
  • Scholarship disbursements
  • Fundraising events
  • Balance sheet data
  • Governance information

Revenue Summary (Part VIII)​

This table maps your platform financial data to the line items on Part VIII of Form 990. Each row shows:

  • Line number -- the IRS form line reference.
  • Description -- what the line item represents.
  • Platform amount -- the value StandShare calculated from your transaction data.
  • Supplemental amount -- any additional amount you have entered manually for income that came from outside the platform.

The footer shows the Total Platform Revenue.

Download a PDF Draft​

Click the Download PDF Draft button to generate a printable summary of all the 990 data StandShare has collected for the selected fiscal year. Share this with your accountant or board for review.

Managing Multiple Fiscal Years​

You can create fiscal years for previous periods as well. Use the dropdown at the top of the page to switch between them. Each fiscal year maintains its own scorecard, revenue data, and filing status independently.

Filing Deadline Tracking​

StandShare calculates your filing deadline based on your fiscal year end date. The deadline appears in the fiscal year summary panel. Keep an eye on this date -- late filing can result in penalties.

info

If you filed an extension, your admin can mark that in the fiscal year configuration. The deadline display will update accordingly.

Workflow Summary​

  1. Create the fiscal year with the correct dates and form type.
  2. Review the readiness scorecard to see where data gaps exist.
  3. Fill in supplemental data for any income or expenses that happened outside StandShare.
  4. Download the PDF draft and share it with your accountant.
  5. Update filing status as you progress from In Progress to Review to Filed.

Next Steps​