Questions

No. It is an analytical reading of a filed or draft Form 990, written for non-accountants. It does not express an opinion on financial statements and is not a substitute for an audit, review, or compilation.

Yes. Filed 990s are public documents. Funders, journalists, consultants, and prospective board members do this routinely.

It will say so clearly and explain what the problem usually means. You can reply to the report to talk with the firm about fixing it, whether that is an amended return, a reinstatement, or cleaning up the books before next year.

Yes, and that is the best time to order one. There is a standalone pre-filing review at $179 for a single draft, and the Board pack includes one every year.

Yes. The free snapshot at /snapshot takes any nonprofit's EIN, yours or a grantee's, and shows what the published IRS record says: the headline figures and up to four things a reviewer would ask about. No upload, no account and no charge. It is arithmetic on the totals the IRS publishes rather than a model's reading, so it is the same every time. What it cannot see is the program and management split, months of cash, Schedule L or the governance answers, because those live in the return itself, which is what the paid review reads.

Take a one-off review if you need a single report: $79 or $149 for a return that is already filed, $179 for a draft checked once before you file. Take a board pack if the board wants oversight across the year. The pack reads the draft before filing and the filed return afterwards, so the second reading knows what the first one asked for, and it adds a 15-minute recorded walkthrough for the board within 1 business day, which the one-off reviews do not include at any price. The pack also costs a little less than the same two reviews bought separately, though that is the smallest of the reasons to choose it.

Yes, on the firm plan. Your practice name, logo and colour go on the page your client opens, on the PDF and in the email telling them the report is ready, and you set it up once in your portal. Every branded report still names the CPA firm that produced the analysis and performed the review; that line is not editable, because the nonprofit reading it is entitled to know whose professional work it is. Reviews a nonprofit buys directly from us are never branded with a consultant's practice.

PDF of the return, including all schedules. If you only have an EIN, enter it on the upload step with no file attached and we pull the organization's most recent public filing from the IRS e-file record. Where the IRS record carries the totals, the report uses the IRS's own figures rather than numbers read off the PDF.