IRS 990 - Schedule O 2013 free printable template

Cat. No. 51056K Schedule O Form 990 or 990-EZ 2013 Page General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest legislation enacted after the schedule and its instructions were published go to www.irs.gov/form990. Information about Schedule O Form 990 or 990-EZ and its instructions is at www.irs.gov/form990. Open to Public Inspection Employer identification number Name of the organization For Paperwork Reduction Act...Notice see the Instructions for Form 990 or 990-EZ. Cat. No. 51056K Schedule O Form 990 or 990-EZ 2013 Page General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. Supplemental Information to Form 990 or 990-EZ SCHEDULE O Form 990 or 990-EZ Department of the Treasury Internal Revenue Service OMB No* 1545-0047 Complete to provide information for responses to specific questions on Attach to Form 990 or 990-EZ. Information about Schedule...O Form 990 or 990-EZ and its instructions is at www*irs*gov/form990. Open to Public Inspection Employer identification number Name of the organization For Paperwork Reduction Act Notice see the Instructions for Form 990 or 990-EZ. For the latest legislation enacted after the schedule and its instructions were published go to www*irs*gov/form990. Purpose of Schedule An organization should use Schedule O attachments to provide the IRS with narrative information required for responses to specific...questions on Form 990 or 990-EZ and to explain the various questions. It allows organizations to supplement information reported on Do not use Schedule O to supplement responses to questions in other schedules of the Form 990 or 990-EZ. Each of the other schedules includes a separate part for Who Must File minimum the schedule must be used to answer Form 990 Part VI lines 11b and 19. If or 990-EZ but chooses to do so it must file a complete return and provide all of the information requested...including the required schedules. Specific Instructions Use as many continuation sheets of needed* Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O Form 990 or 990-EZ. Identify clearly the specific part and line s of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ. Late return* If the return is not filed by the due date including any extension granted attach a separate statement...giving the reasons for not filing on time. Do not use this schedule to provide the latefiling statement. Amended return* If the organization checked the Amended return box on Form 990 Heading item B or Form 990-EZ Heading item B use Schedule O Form 990 or 990-EZ to list each part or schedule and line item of the Form 990 or 990-EZ that was amended* Group return* If the organization answered Yes to Form 990 line H a but No to line H b use a separate attachment to list the name address and EIN of...each affiliated organization included in the group return* Do not use this schedule.

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How to fill out IRS 990 - Schedule O

Instructions and Help about IRS 990 - Schedule O

How to edit IRS 990 - Schedule O

Editing IRS 990 - Schedule O requires careful attention to the specific content and sections of the form. You can use tools like pdfFiller to directly make changes on the PDF document, ensuring that all information is accurate and updated. Simply upload the form to pdfFiller, utilize the editing tools to modify any section, and save your changes for submission.

How to fill out IRS 990 - Schedule O

Filling out IRS 990 - Schedule O involves completing the required sections to provide information supplemental to your main Form 990. Follow these steps:

1. Obtain a copy of IRS 990 - Schedule O from the IRS website or through tax software.
2. Read the instructions carefully to understand what information is necessary.
3. Gather organizational details, financial information, and narrative explanations as required by the form.
4. Complete each section, ensuring accuracy and clarity.
5. Review the form before submission to verify that all information is correct.

About IRS 990 - Schedule O 2013 previous version

What is IRS 990 - Schedule O?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

About IRS 990 - Schedule O 2013 previous version

What is IRS 990 - Schedule O?

IRS 990 - Schedule O is a tax form used by organizations to provide additional information to the IRS regarding their operations, governance, and activities. This form supplements the main IRS Form 990, which is filed by tax-exempt organizations. Schedule O specifically addresses various aspects of the organization's mission and financial activities.

What is the purpose of this form?

The primary purpose of IRS 990 - Schedule O is to allow organizations to explain their activities, governance practices, and the financial impacts of their operations in more detail. This form helps to clarify the information reported on the main Form 990 and ensures that the IRS has a comprehensive understanding of the organization's purpose and activities.

Who needs the form?

Organizations required to file IRS Form 990 must also complete Schedule O to provide additional context and details. This is typically applicable to charities, non-profits, and other tax-exempt entities that meet the filing threshold set by the IRS. Organizations with minimal activities may not need to file Form 990 but should determine if Schedule O is applicable based on their reporting requirements.

When am I exempt from filling out this form?

You may be exempt from filling out IRS 990 - Schedule O if your organization qualifies for filing Form 990-N (e-Postcard). Typically, this applies to small tax-exempt organizations with gross receipts of $50,000 or less that do not have to provide detailed financial information. However, specific criteria must be met, so it is essential to review the guidelines set forth by the IRS.

Components of the form

IRS 990 - Schedule O includes various components that require information about the organization, including:

1. Summary of the organization’s mission and programs.
2. Governance practices and policies.
3. Details on significant changes or developments.
4. Explanatory narratives that clarify information reported in Form 990.

What are the penalties for not issuing the form?

Failing to file IRS 990 - Schedule O can result in penalties for tax-exempt organizations. The IRS may impose fines for late filings or inaccurate information, which can accumulate over time. These penalties can impact an organization’s tax-exempt status, making it critical to comply with all filing requirements to avoid potential repercussions.

What information do you need when you file the form?

Before filing IRS 990 - Schedule O, you need to gather comprehensive information about your organization, including:

1. Financial statements from the past fiscal year.
2. Details about board members and governance policies.
3. Narrative explanations of programs, services, and activities.
4. Any changes in operations or structure since the last filing.

Is the form accompanied by other forms?

IRS 990 - Schedule O is typically submitted with IRS Form 990. Depending on the organization’s circumstances, it may also be accompanied by other schedules and forms relevant to its tax-exempt status and operations. Always ensure that all necessary forms are completed and submitted to provide a comprehensive overview for the IRS.

Where do I send the form?

The completed IRS 990 - Schedule O, along with Form 990 and any other accompanying forms, should be submitted to the address specified in the IRS instructions for Form 990. Mailing addresses vary based on the organization’s location and whether the organization is making a payment or filing without a payment. Ensure that you check the IRS website for the correct address for your filing.

FAQ about IRS 990 - Schedule O

What should I do if I made a mistake on my filed irs 990ez 2013 form?

If you discover an error after submitting your irs 990ez 2013 form, you need to file an amended return. Use Form 990EZ-X to correct mistakes. Keep in mind that timely filing of your amendment is crucial to avoid penalties and ensure compliance with IRS guidelines.

How can I check the status of my irs 990ez 2013 form after submission?

To verify the receipt and processing status of your irs 990ez 2013 form, you can contact the IRS directly or use their online tools designed for tracking submitted forms. This helps ensure that your submission was received and is being processed correctly.

Are there specific record retention guidelines I should follow after filing the irs 990ez 2013 form?

Yes, it is essential to retain copies of your irs 990ez 2013 form and any supporting documentation for at least three years from the date you filed. This retention period helps in case of future inquiries or audits by the IRS.

What should I do if my irs 990ez 2013 form is rejected after e-filing?

If your e-filed irs 990ez 2013 form is rejected, carefully review the rejection codes provided by the IRS. Address the specified issues and resubmit your form promptly, ensuring all corrections are made to avoid further complications.