Industry Guide

Tax guidance for churches and nonprofits.

501(c)(3) organizations, churches, and ministries — compliance, payroll for clergy, and Form 990 basics.

Who this is for

Built for churches & nonprofits

For nonprofit boards, executive directors, treasurers, and church administrators managing tax-exempt entities.

Common income sources

  • Contributions and offerings
  • Grant income
  • Program service revenue
  • Fundraising and events

Commonly considered expense categories

  • Program and mission expenses
  • Salaries and benefits (including clergy)
  • Facility and utilities
  • Fundraising costs

May be deductible if eligible and properly documented. Rules vary — verify with a professional.

Recordkeeping

Recordkeeping checklist

  • Contribution records and acknowledgment letters
  • Board minutes
  • Payroll and W-2/1099 reporting
  • Prior 990 or 990-EZ filings
Watch outs

Common mistakes to avoid

  • Missing donor acknowledgment for $250+ single gifts
  • Confusing clergy housing allowance treatment
  • Late 990 filing risking automatic revocation after 3 years
  • Unrelated Business Income (UBI) reporting gaps
FAQ

Frequently asked questions

Industry guides are general educational information for churches & nonprofits and do not constitute tax advice. Rules change often and personal circumstances vary — please consult a qualified tax professional.
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