Nonprofit Essentials - Form 990

NOTE: This template is included as part of the Nonprofit Essentials.

Built for nonprofit organizations, this Solver planning template connects to your accounting data via the Solver Data Warehouse and writes approved inputs back for reporting. In addition, it expands each expense line to the underlying general ledger accounts, includes initial expense allocations and adjustment rows for manual changes, and provides an Adjustments Check that confirms the total remains in balance. It supports annual Form 990 preparation, review by auditors and tax preparers, and consistent compliance reporting.

What is the Form 990 in Solver?

The Form 990 is a pre-built xFP&A planning template in Solver designed for nonprofit organizations. It prepares Form 990 information, including the Statement of Functional Expenses, directly from general ledger data with adjustment and check rows.

Who uses this Solver template?

This planning template is used by controllers, CFOs, and compliance teams at nonprofit organizations who prepare and review the annual Form 990. It is particularly valuable for nonprofits that want to reduce manual spreadsheet work at filing time.

Where does the data come from?

Data is sourced automatically from your general ledger, HR and payroll, grant management, and ERP systems through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, actuals and baseline data populate the template automatically, so budget owners only need to enter their assumptions.