Get the free Form 990 2014

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is Form 990

The Form 990 2014 is a tax document used by tax-exempt organizations to report financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990 form: Try Risk Free

Rate free 990 form

4.6

satisfied

45 votes

Who needs Form 990?

Explore how professionals across industries use pdfFiller.

Form 990 is needed by:

501(c)(3) organizations seeking tax-exempt status
Nonprofits required to file financial statements
Officers needing to ensure compliance with IRS regulations
Preparers assisting organizations with tax filings
Scholarship foundations detailed in financial reports

Comprehensive Guide to Form 990

What is Form 990 (2014)?

Form 990 is a crucial tax document that tax-exempt organizations, such as nonprofit organizations and scholarship foundations, use to report their financial information to the IRS. The 2014 version of Form 990 provides essential details about an organization's financial activities, encompassing its mission, revenue, and expenses. Organizations that hold 501(c)(3) status are generally required to file this form, making it a vital aspect of their compliance process.

This form not only ensures transparency but also serves as an accountability tool for organizations, especially those reliant on public funding and donations. By providing a clear overview of financial standing, Form 990 is indispensable for maintaining public trust and ensuring compliance with IRS regulations.

Purpose and Benefits of Filing Form

Organizations file Form 990 for various reasons, chief among them being the promotion of transparency and accountability. By accurately reporting financial activities, organizations can build trust with donors and the public, ultimately enhancing their reputations. Compliance with IRS requirements is essential as it helps organizations avoid penalties and maintain their tax-exempt status.

Filing Form 990 can also unlock potential funding opportunities, as many grant-makers and donors require access to this information before making contributions. Additionally, transparent financial reporting can bolster public trust, encouraging more individuals and entities to support the organization.

Who Needs to File Form?

The requirement to file Form 990 primarily falls on tax-exempt organizations, particularly those that meet certain revenue thresholds. Organizations that earn more than $200,000 in gross receipts or have total assets exceeding $500,000 generally must file this form. However, some organizations, such as small nonprofits with limited revenue, may be exempt from filing depending on their activities.

Additionally, scholarship foundations operating in California must adhere to specific regulations that may affect their filing requirements. Understanding these eligibility criteria can ensure that organizations remain compliant while taking advantage of necessary filing exemptions.

How to Fill Out Form Online

Completing Form 990 online is straightforward, especially when using tools like pdfFiller. Start by accessing the form via the platform and gather the required documents, including financial statements and organizational information. The following steps outline the process of filling out the form:

Log in to pdfFiller and locate the Form 990 template.
Enter your organization's details in the specified fields.
Attach necessary supporting documents where prompted.
Review the filled sections for accuracy.
Submit the form electronically through the platform.

As you proceed, be mindful of security measures in place to protect sensitive information during online submission.

Field-by-Field Instructions for Form

Each section of Form 990 contains specific fields that require accurate entries to avoid common errors. Important sections to address include the Mission Statement, Financial Activities, and Program Service Accomplishments. Careful attention to these areas is crucial, as inaccuracies can lead to compliance issues with the IRS.

Common errors to watch for in these sections include discrepancies in financial reporting and incomplete descriptions of programs. Ensuring each field is filled accurately not only aids compliance but also enhances the reliability of the information presented.

Submission Methods and Deadlines for Form

Form 990 can be submitted electronically, a method encouraged by the IRS to streamline the process. Using platforms like pdfFiller simplifies this submission. It is critical to be aware of the deadlines for submitting Form 990 to avoid potential penalties. For the 2014 tax year, the filing deadline was typically on the 15th day of the fifth month after the end of the organization’s fiscal year.

Late filings can result in penalties, so tracking submission status is crucial. Organizations can monitor their submissions via the IRS website or through records maintained during the filing process.

What Happens After You Submit Form?

Once Form 990 is submitted, organizations can expect the IRS to process the form within a specific timeframe. Confirmation of submission will typically be communicated directly from the IRS, alongside any requests for additional information if required. Maintaining complete records of submitted documents is essential for future reference and compliance audits.

Organizations should also be prepared for any feedback from the IRS regarding their filings, which may include requests for further clarification or documentation.

Amending Form: How to Correct Errors

If an organization discovers mistakes in their submitted Form 990, it is vital to take corrective action promptly. The amendment process involves a few systematic steps:

Access the previously submitted Form 990.
Make necessary corrections to the relevant fields.
Clearly indicate that this submission is an amendment.
Submit the amended form to the IRS following the same protocols used for the original submission.

Common reasons for amending include correcting financial discrepancies or providing additional program details, both crucial for maintaining compliance.

Utilizing pdfFiller for a Hassle-Free Experience

pdfFiller stands out as an efficient tool for completing Form 990, offering various functionalities. Users can edit, sign, and save their forms conveniently, eliminating the hassle of manual paperwork. The platform ensures security through encryption and maintains compliance with privacy regulations like HIPAA and GDPR.

By utilizing pdfFiller, organizations can not only manage Form 990 but streamline their overall document management needs, leading to a more organized approach to filing essential forms.

Final Thoughts and Getting Started with Your Form

Filing Form 990 with accuracy and timeliness is crucial for any tax-exempt organization. The use of tools like pdfFiller can significantly simplify this process, ensuring that organizations can efficiently manage their form completion. Starting this journey with the right tools can enhance overall compliance and help maintain public trust effectively.

Last updated on Mar 21, 2016

How to fill out the Form 990

1.

Access the Form 990 2014 on pdfFiller by searching for the document in the library or uploading it directly.
2.

Open the form within the pdfFiller interface, where you can view the document and start filling it out.
3.

Gather necessary information about the organization’s mission, financial activities, and program service accomplishments before you begin.
4.

Use the toolbar to navigate through the form, clicking on each field to enter the required information.
5.

Carefully fill in all fields, ensuring accuracy in the financial details and organizational information.
6.

Review the completed form to confirm all entries are correct, checking for any missed fields or discrepancies.
7.

After reviewing, save the document using the download option or submit it directly through pdfFiller's sharing features if applicable.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to file Form 990?

Any tax-exempt organization under section 501(c)(3) must file Form 990 to report their financial activities. This includes charities, educational institutions, and many other nonprofits.

What is the deadline for submitting Form 990?

Form 990 must be filed on the 15th day of the 5th month after the end of the organization's fiscal year, generally by May 15 for organizations that follow a calendar year.

How can the completed Form 990 be submitted?

Completed Form 990 can be submitted electronically through the IRS e-file system or mailed directly to the IRS office designated for the specific form.

What supporting documents are needed for Form 990?

Organizations typically need to include financial statements, detailed schedules, and any relevant attachments that support the entries on Form 990.

What are common mistakes to avoid when filling out Form 990?

Common errors include inaccurate financial data, missing signatures, and neglecting to report all required activities. Double-check all entries for completeness.

What is the processing time for Form 990?

Processing times can vary, but e-filed forms usually receive quicker acknowledgments, while mailed submissions may take several weeks for processing.

Are there any fees associated with submitting Form 990?

Filing Form 990 is generally free, but there may be fees if using third-party services or e-filing software. Always check specific service fees before filing.