Form preview

Get the free Return of Organization Exempt From Income Tax

Get Form
This document is the annual tax return for organizations exempt from income tax under section 501(c)(3) of the Internal Revenue Code, including financial information, governance, and program accomplishments.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign return of organization exempt

Edit
Edit your return of organization exempt form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your return of organization exempt form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit return of organization exempt online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit return of organization exempt. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out return of organization exempt

Illustration

How to fill out Return of Organization Exempt From Income Tax

01
Obtain Form 990, 990-EZ, or 990-N from the IRS website.
02
Fill in the organization's name, address, and Employer Identification Number (EIN).
03
Provide the organization's mission statement and the primary activities it conducts.
04
Complete the financial sections, detailing revenue, expenses, and assets.
05
Include statements about governance, compliance, and public support if applicable.
06
Sign and date the form, ensuring it is filed by the due date.

Who needs Return of Organization Exempt From Income Tax?

01
Any organization that is exempt from federal income tax under Internal Revenue Code section 501(c)(3) or similar provisions.
02
Organizations with gross receipts of over $50,000 are generally required to file this form annually.
03
Those seeking to maintain their tax-exempt status must adhere to filing requirements.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
58 Votes

People Also Ask about

Tax-exempt status means that an organization is exempt from paying federal corporate income tax on income generated from activities that are substantially related to the purposes for which the entity was organized (i.e., to the purposes for which the organization was granted tax-exempt status).
Organizations organized and operated exclusively for religious, charitable, scientific, testing for public safety, literary, educational, or other specified purposes and that meet certain other requirements are tax exempt under Internal Revenue Code Section 501(c)(3).
Who Does Not Have to Pay Taxes? You generally don't have to pay taxes if your income is less than the standard deduction or the total of your itemized deductions, if you have a certain number of dependents, if you work abroad and are below the required thresholds, or if you're a qualifying non-profit organization.
Tax-exempt status means that an organization is exempt from paying federal corporate income tax on income generated from activities that are substantially related to the purposes for which the entity was organized (i.e., to the purposes for which the organization was granted tax-exempt status).
Organizations organized and operated exclusively for religious, charitable, scientific, testing for public safety, literary, educational, or other specified purposes and that meet certain other requirements are tax exempt under Internal Revenue Code Section 501(c)(3).
You can check an organization's eligibility to receive tax-deductible charitable contributions (Pub 78 Data). You can also search for information about an organization's tax-exempt status and filings: Form 990 Series Returns. Form 990-N (e-Postcard)
Form 990-EZ, Short Form Return of Organization Exempt From Income Tax can be filed by organizations whose gross receipts are less than $200,000 and total assets are less than $500,000 at the end of the tax year.
Use IRS Search Tools The IRS' Tax-Exempt Organization Search (TEOS) will confirm whether a charity is in the IRS Publication 78 Data (Pub. 78), which lists organizations that can receive tax-deductible contributions. Under the tax rules, users may rely on Pub. 78 to determine the deductibility of their contributions.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Return of Organization Exempt From Income Tax is a form that tax-exempt organizations, including non-profits, must file with the IRS to report their financial information, activities, and compliance with tax laws.
Generally, organizations that are recognized as tax-exempt under section 501(c)(3) and other sections of the Internal Revenue Code are required to file this return, unless they meet specific criteria for exemption.
To fill out the return, organizations must gather financial data, including income, expenses, assets, and liabilities, and complete the appropriate form (e.g., Form 990, Form 990-EZ) according to the IRS instructions.
The purpose of this return is to ensure transparency, compliance with tax laws, and to provide the IRS and the public with information about the organization's operations, governance, and financial status.
Organizations must report information such as revenue, expenses, functional expenses, net assets, compensation of highest-paid employees, governance practices, and any unrelated business income.
Fill out your return of organization exempt online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.