Form 990 Analysis | Sullivan Cotter and Associates

Sullivan, Cotter and Associates, Inc. advisors deliver particularly advanced insight into new and emerging areas of risks related to the Internal Revenue Service Form 990. Foremost among them, often we uncover potential exposure in disclosures of executive compensation, benefits and perquisites. Our advisors routinely help detail the purpose and intent of incentive and benefits plans as well as executive perquisites to identify and overcome potential pitfalls.

Working across the country, in markets large and small, our advisors are informed and at the forefront, bringing to each client valuable perspectives, insights and best practices to document and report executive compensation.

Working closely with your financial and human resources teams, we provide comprehensive reviews and assessments to ensure:

Filings mitigate current and potential risks while accurately documenting governance and fiduciary oversight
All executive compensation details and data your organization collects are appropriate and compliant
Best-practice reporting of community benefits
Language and information for all compensation- and governance-related schedules are accurate, defensible, timely and consistent

In tandem with your financial and HR teams, our advisors review all related disclosure statements. And as problems surface, we provide the insight and experience to help revise and improve pay programs, better protecting the organization in the continued climate of change and adverse scrutiny regarding the use of tax-exempt assets for executive compensation.