Get the free Form 990 or 990-EZ Public Charity Status and Public Support

OMB No SCHEDULE A (Form 990 or 990EZ) CS 2009 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department of the Treasury Internal

How to fill out form 990 or 990-ez

How to fill out form 990 or 990-ez:

1. Start by gathering all necessary information: Before filling out Form 990 or 990-ez, make sure you have all the required information handy. This includes details about the organization's finances, governance, programs, and activities. You may also need supporting documentation like financial statements and schedules.
2. Understand the form's sections: Form 990 or 990-ez consists of various sections that require specific information. Familiarize yourself with these sections to ensure you provide accurate and complete details. Sections typically cover topics such as the organization's mission, program services, financial statements, fundraising activities, compensation of key individuals, and more.
3. Complete the organizational information: Begin by filling out the organization's basic information, such as its name, address, employer identification number (EIN), and contact details. Ensure all information is up-to-date and accurately reflects the organization.
4. Provide details about the organization's mission and activities: Describe the organization's mission and any major programs or activities it engages in. Include information about the impact and achievements of these programs, and how they align with the organization's mission.
5. Report financial information: In this section, you will need to provide information about the organization's revenues, expenses, assets, liabilities, and net assets. This may involve reporting various financial statements, including a statement of revenue, statement of functional expenses, balance sheets, and more. Ensure all financial information is accurate and supported by relevant documentation.
6. Disclose compensation of key individuals: If individuals within the organization, such as officers, directors, or highly compensated employees, receive significant compensation, you will need to disclose this information. Report their names, positions, and details of their compensation packages.
7. Provide information about certain governance practices: Form 990 or 990-ez may require information regarding the organization's governance practices, such as board composition, conflicts of interest policy, and whistleblower policy. Ensure you accurately report these details, if applicable.
8. Review and double-check: Once you have completed all the necessary sections of the form, review your entries thoroughly. Double-check for any errors or omissions that may affect the accuracy or completeness of the form. It's always a good idea to have someone else review the form as well to provide a fresh perspective.

Who needs form 990 or 990-ez?

1. Nonprofit organizations: Form 990 or 990-ez is typically required for nonprofit organizations recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code. This includes various types of charities, educational institutions, religious organizations, and more.
2. Organizations with gross receipts below certain thresholds: Nonprofit organizations with gross receipts less than $200,000 and total assets less than $500,000 can choose to file Form 990-EZ, which has less detailed reporting requirements compared to Form 990.
3. Organizations with gross receipts exceeding certain thresholds: Nonprofit organizations with gross receipts exceeding $200,000 or total assets exceeding $500,000 generally need to file Form 990, which requires more detailed reporting on various aspects of the organization's operations.

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What is form 990 or 990-ez?

Form 990 or 990-ez is a form that tax-exempt organizations must file with the IRS to provide information about their finances and activities.

Who is required to file form 990 or 990-ez?

Non-profit organizations, charities, and other tax-exempt organizations are required to file form 990 or 990-ez.

How to fill out form 990 or 990-ez?

Form 990 or 990-ez can be filled out electronically or on paper, and organizations must provide information about their finances, activities, and governance.

What is the purpose of form 990 or 990-ez?

The purpose of form 990 or 990-ez is to provide transparency and accountability for tax-exempt organizations, as well as to ensure they are meeting their tax-exempt requirements.

What information must be reported on form 990 or 990-ez?

Information that must be reported on form 990 or 990-ez includes financial details, activities and programs, governance structure, and compensation of key individuals.