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Exempt Tax Desk
Free beta

Turn a 990 into a board-ready story.

Upload a public disclosure Form 990 or Form 990-PF. Exempt Tax Desk analyzes the return and builds a polished PowerPoint highlighting the financial picture, important changes, governance items, and questions worth discussing with the board.

Upload a return

Form 990 + Form 990-PF supported

How it works

  1. 01

    Upload the return

    Upload a public disclosure Form 990 or Form 990-PF PDF.

  2. 02

    Exempt Tax Desk finds what matters

    Analyze financial results, compensation, governance, program activity, distributions, and other board-relevant information.

  3. 03

    Download the deck

    Receive a clean, editable PowerPoint ready to review and customize before presenting.

Build a board deck

Free while in beta. No account required.

Drop your Form 990 or 990-PF here

PDF only · up to 12 MB

Files are temporarily processed and automatically deleted after generation, with cleanup within 1 hour.

Upload a public disclosure copy only. Review the PDF before uploading and remove any information you do not intend to process. Uploads are stored privately, used only to build your deck, and deleted after processing.