Using this template.
Year-end review is easier when the club collects records before filing season. This checklist gathers dues, member house charges, event records, public-use activity, investment income, reimbursements, and the gross-receipts amounts an advisor needs.
It asks which return was filed last year and which of Form 990, 990-EZ, or 990-N applies this year. It does not tell every club to file the long Form 990. It does not score the 35% or 15% references.
This resource is educational only. It is not legal, tax, or accounting advice.