Get the free SCHEDULE A Form 990 or 990-EZ Public Charity Status and - unitedwaynemo

SCHEDULE A OMB No. 15450047 Public Charity Status and Public Support (Form 990 or 990EZ) 12 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable

How to fill out schedule a form 990

How to fill out Schedule A Form 990?

1. Gather necessary information: Before filling out Schedule A Form 990, make sure to have all the relevant information readily available. This includes details about the organization, such as its name, address, and EIN (Employer Identification Number), as well as financial information and any potential deductions.
2. Understand the purpose of Schedule A: Schedule A is a section of Form 990 that allows tax-exempt organizations to report their public charity status, including sources of public support, types of public support, and certain organizational information. It helps the IRS determine if the organization qualifies as a public charity or a private foundation.
3. Provide general organization information: Begin by entering the organization's name, address, EIN, and other identifying details at the top of Schedule A. This section helps identify the organization for which the form is being filed.
4. Answer Part I questions: Part I of Schedule A focuses on the organization's public support. It includes questions about the sources of public support, such as contributions, membership fees, government grants, and revenues from activities related to the organization's exempt functions. Provide accurate information based on the organization's financial records.
5. Complete Part II, Columns (A) and (B): Part II of Schedule A requires organizations to categorize the type of public support they receive in Columns (A) and (B). Column (A) includes five categories related to public support, such as contributions, membership fees, and grants. Column (B) requires the organization to indicate the total revenue received from each category of public support. Ensure accurate calculations are made.
6. Calculate the percentages: Part II of Schedule A also requires the organization to calculate the percentage of support from each category mentioned above in relation to the total support received. This helps determine the organization's public charity status. Use the provided instructions to ensure the calculations are done correctly.
7. Answer Part III questions: Part III of Schedule A focuses on the organization's activities and compliance with certain public support tests. It includes questions regarding the support from the general public, the organization's involvement with governmental units, and potential restrictions or grants to individuals. Provide accurate information based on the organization's activities.
8. Review and submit: Once all the sections of Schedule A are completed, thoroughly review the information provided for accuracy and completeness. Check for any errors or missing details. After verification, attach Schedule A to Form 990 and submit it to the IRS.

Who needs Schedule A Form 990?

1. Tax-exempt organizations: Schedule A Form 990 is required to be filled out by tax-exempt organizations, specifically those classified as 501(c)(3) public charities. These organizations include religious organizations, educational institutions, charitable organizations, and other entities that meet the IRS criteria for tax-exempt status.
2. Organizations seeking public charity status: If an organization intends to demonstrate its public charity status to the IRS, it must complete Schedule A. This form helps the IRS evaluate the organization's qualifications as a public charity by examining its sources of public support and compliance with certain regulations.
3. Organizations receiving significant public support: Organizations that receive a substantial amount of their support from the public, such as contributions from individuals, membership fees, and grants, are required to complete Schedule A. It provides a breakdown of the organization's funding sources and helps determine its public charity status.

Note: It is always advisable to consult with a tax professional or review the IRS instructions specific to the organization's situation while filling out Schedule A Form 990.

For pdfFiller’s FAQs

What is schedule a form 990?

Schedule A form 990 is used by organizations to report information on their public charity status and public support test.

Who is required to file schedule a form 990?

Organizations classified as public charities are required to file schedule A form 990.

How to fill out schedule a form 990?

Schedule A form 990 must be filled out by providing detailed information on the organization's public charity status and public support test.

What is the purpose of schedule a form 990?

The purpose of schedule A form 990 is to provide transparency and accountability regarding an organization's public charity status and public support.

What information must be reported on schedule a form 990?

Information such as sources of funding, public support details, and public charity classification must be reported on schedule A form 990.

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