Get the free Form 990 Tax Exemption Application

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 Tax Exemption Application is a tax document used by tax-exempt organizations to report financial information to the IRS, specifically for the tax year 2013.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990 form: Try Risk Free

Rate free 990 form

4.3

satisfied

43 votes

Who needs Form 990?

Explore how professionals across industries use pdfFiller.

Form 990 is needed by:

Nonprofit organizations seeking tax-exempt status
CEOs responsible for signing the form
Tax preparers assisting organizations
Financial officers within charities
Auditors reviewing nonprofit financial reports
Grant writers applying for funding

Comprehensive Guide to Form 990

What is the Form 990 Tax Exemption Application?

The Form 990 is an essential document that tax-exempt organizations in the United States use to report their financial information to the IRS. This form plays a significant role for nonprofit organizations, providing a comprehensive overview of their financial health and mission. Notably, the Form 990 for the tax year 2013 includes detailed sections that cover various aspects of an organization's operations, such as financial data and mission statements.

Organizations must accurately report their income, expenses, and program accomplishments, ensuring transparency and compliance with tax regulations. By doing so, they can maintain their tax-exempt status and facilitate trust with their stakeholders.

Purpose and Benefits of the Form 990 Tax Exemption Application

Filing the Form 990 is crucial for nonprofits, as it helps maintain their tax-exempt status. This form not only provides transparency regarding an organization's financial activities but also showcases its mission and accomplishments to stakeholders, including potential donors and the public.

Submitting the Form 990 can also enhance funding opportunities. Many grants and funding sources require organizations to provide this financial report, making it a vital tool for attracting support and resources.

Who Should Use the Form 990 Tax Exemption Application?

The Form 990 Tax Exemption Application is designed for a variety of nonprofit organizations. These include charities, foundations, and certain other tax-exempt entities required to file with the IRS. It's important for individuals in key roles, such as the CEO and the Preparer, to understand their involvement in the filing process.

Both the CEO and Preparer must sign the form, which is critical for the document's validity. This signature requirement underscores the importance of accountability within the organization.

When and How to File the Form 990 Tax Exemption Application

Nonprofit organizations must adhere to specific filing deadlines outlined by the IRS and the state of New Jersey. These timelines are essential to ensure compliance with federal and state regulations.

Organizations can submit the Form 990 through various methods, including online submissions and traditional mail. Filing electronically is often recommended for its efficiency and speed. Late submissions can result in penalties, making timely filing imperative.

How to Complete the Form 990 Tax Exemption Application Online

To complete the Form 990 using pdfFiller, follow these steps:

Access the pdfFiller platform and upload your Form 990 document.
Fill in the required fields, including financial data and your mission statement.
Review your entries to ensure accuracy and completeness.

Common data points required include financial figures, mission statements, and program accomplishments. Accuracy is critical, as common errors can lead to delays or complications with your submission.

Reviewing and Signing the Form 990 Tax Exemption Application

Before submission, it is vital to conduct a thorough review of the completed Form 990. A detailed checklist should be used to ensure that all information is accurate and compliant with IRS requirements.

Organizations can utilize digital signatures, which offer convenience and security, or opt for traditional wet signatures. Keeping a signed copy of the form is essential for organizational records and future reference.

What Happens After You Submit the Form 990 Tax Exemption Application?

After submitting the Form 990, organizations should follow specific confirmation processes to track their submissions. Monitoring the status is crucial, as it helps organizations stay informed of any updates or necessary actions.

Plausible outcomes of the IRS review include acceptance or rejection of the application. Understanding common reasons for rejection aids organizations in addressing potential issues proactively.

Security and Compliance for the Form 990 Tax Exemption Application

When managing the Form 990 digitally, document security is paramount, given the sensitive nature of financial information. Utilizing platforms like pdfFiller ensures compliance with stringent security standards such as SOC 2 Type II and HIPAA.

Organizations should adopt best practices to maintain privacy while handling sensitive documents effectively, thereby fostering trust among their stakeholders.

Enhancing Your Form Management with pdfFiller

pdfFiller offers numerous features that streamline the management of Form 990 and other important documents. Users can edit, eSign, and share documents conveniently, all within a single platform. Cloud-based management allows easy access and collaboration among team members.

Choosing pdfFiller for form handling not only improves efficiency but also ensures that all actions are secure, giving organizations peace of mind regarding their document management processes.

Last updated on Mar 27, 2016

How to fill out the Form 990

1.

To start, visit pdfFiller and log into your account or create a new one.
2.

Use the search bar to find the Form 990 Tax Exemption Application by entering its name.
3.

Once located, click on the form to open it in the pdfFiller editor.
4.

Prior to filling out the form, gather all necessary financial documents, including income statements and balance sheets for the tax year.
5.

Begin by clicking on each field to fill in the required information, making sure to enter accurate data.
6.

Utilize any available dropdown menus to select options where necessary, ensuring your selections align with your organization's details.
7.

As you fill out the form, regularly review each section for completeness and accuracy.
8.

Once all fields are completed, take the time to proofread the document, checking for errors in information before finalizing.
9.

When you are satisfied with your entries, click 'Finish' to save your work.
10.

To share the completed form, use the 'Download' button to export it in your preferred format.
11.

You can also choose to submit the form electronically or print it out for physical submission based on IRS guidelines.

FAQs

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

Contact Support

Who is eligible to file Form 990?

Nonprofit organizations that are seeking tax-exempt status or are required to report their financial information to the IRS must file Form 990. Eligibility typically includes organizations classified under section 501(c)(3) of the IRS code.

What is the filing deadline for Form 990?

Form 990 must be filed by the 15th day of the 5th month after the end of your organization's fiscal year. If you operate on a calendar year basis, the deadline is typically May 15.

How do I submit Form 990 after filling it out?

You can submit Form 990 electronically through the IRS e-file system or by mailing a printed copy to the appropriate IRS address. Ensure you comply with submission guidelines to avoid processing delays.

What supporting documents are required with Form 990?

You may need to include supporting documents such as financial statements, IRS determination letters, and a list of board members. These documents help establish your organization's operations and activities.

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

Common mistakes include omitting required fields, misreporting financial data, and failing to obtain necessary signatures. Review the form thoroughly to ensure all information aligns with your organization’s records.

How long does it take to process Form 990?

Processing times for Form 990 can vary, but it generally takes the IRS several weeks to process electronically filed forms. Paper submissions may take longer due to mailing times and manual processing.

What if I need to amend my Form 990 after submission?

If you need to amend your Form 990, file Form 990-X, which is specifically designed for amendments. Make sure to provide clear explanations for the changes being made and submit it under the same guidelines as the original form.