Contact Us

IRS Form 990s

IRS disclosure regulations call for exempt organizations such as the Economic Roundtable (TIN 95-4313202) to make recently filed annual IRS 990 Return[s] of Organization Exempt From Income Tax available for public inspection. This page lists all of the Economic Roundtable’s 990’s since its founding in 1991, along with California Forms 199 and California Attorney General Registry of Charitable Trust renewals. Our fiscal year begins on July 1st and ends on June 30th.

The Economic Roundtable Board of Directors reviews and approves these filings every year. The Sarbanes–Oxley Act of 2002 states: “The Form 990 provides insight into the organization and how it functions and—unlike tax reports of other entities—is a document that must be made available to the general public. The 990 includes a question as to whether the tax return was provided to the Board prior to filing and requires a description of “the process, if any, used by the organization to review this Form 990.” 

Why is a review by the Board important?

  • In many instances, the Form 990 is the most detailed and reliable financial information that a donor or potential donor will see. So it is important that the tax return reports the activities of the nonprofit accurately and completely.
  • The IRS concluded that those nonprofits with a Board review process are more likely to be in compliance with tax laws and regulations.
  • The Board’s involvement in the process helps to ensure transparency and accountability while also encouraging proper stewardship of resources.

Our Projects