Get the free 990 and 990-T for FY 2014 - Housing Solutions for the Southwest

Form 990 Return of Organization Exempt From Income Tax OMB No. 15450047 Do not enter Social Security numbers on this form as it may be made public. Open to Public Inspection Department of the Treasury

How to fill out 990 and 990-t for

Point by point instructions for filling out Form 990 and Form 990-T:

Gathering the necessary information:

Before starting to fill out Form 990 or Form 990-T, gather all the necessary information such as the organization's details, financial statements, income and expenses, assets and liabilities, and any other relevant information.

Organization details:

Start by providing the organization's legal name, address, and EIN (Employer Identification Number) at the top of the form.

Part I - Summary:

In Part I, provide a brief summary of the organization's mission and the key activities carried out during the tax year.

Part II - Signature Block and Governance:

In this section, provide details about the organization's governing body, key officers, and any other relevant information about the board of directors.

Part III - Statement of Program Service Accomplishments:

Describe the organization's program service accomplishments in this section, including the programs carried out, the beneficiaries served, and the outcomes achieved.

Part IV - Checklist of Required Schedules:

Complete the checklist of required schedules to ensure that all the necessary sections and schedules are included with the form.

Part V - Statements Regarding Other IRS Filings and Tax Compliance:

Disclose any information regarding the organization's compliance with other IRS filings and the activities that may impact its tax-exempt status.

Part VI - Governance, Management, and Disclosure:

Provide detailed information about the organization's governance policies, compensation practices, conflict of interest policies, and any other required disclosures.

Part VII - Compensation of Officers, Directors, and Key Employees:

Disclose information related to the compensation of officers, directors, and any key employees of the organization.

Part VIII - Statement of Revenue:

Report the organization's revenue from various sources such as donations, grants, fundraising events, and investment income.

Part IX - Statement of Functional Expenses:

Break down the organization's expenses by program services, management and general, fundraising, and any other relevant categories.

Part X - Balance Sheet:

Provide a snapshot of the organization's assets, liabilities, and net assets at the end of the tax year.

Part XI - Reconciliation of Net Assets:

Reconcile any changes in the organization's net assets between the beginning and end of the tax year.

Who needs Form 990 and Form 990-T?

1. Form 990 is required to be filed by most tax-exempt organizations, including charitable, religious, educational, and scientific organizations with annual gross receipts above a certain threshold (currently $50,000). However, certain types of organizations may be exempt from filing or may be required to file a different variant of Form 990.
2. Form 990-T is required to be filed by tax-exempt organizations that have unrelated business taxable income (UBTI) of $1,000 or more during the tax year.

Note: It is essential to consult with a tax professional or seek guidance from the IRS instructions and publications specific to Form 990 and Form 990-T to ensure accurate and compliant completion of these forms.

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What is 990 and 990-t for?

These forms are used by tax-exempt organizations to report their financial information to the IRS.

Who is required to file 990 and 990-t for?

Most tax-exempt organizations, including charities, foundations, and social clubs, are required to file these forms.

How to fill out 990 and 990-t for?

Organizations must fill out these forms according to the instructions provided by the IRS, including reporting financial data and other required information.

What is the purpose of 990 and 990-t for?

The purpose is to provide transparency and accountability for tax-exempt organizations and to ensure they are operating in accordance with tax laws.

What information must be reported on 990 and 990-t for?

Financial information, activities conducted by the organization, compensation of key employees, and other relevant data must be reported on these forms.