Get the free Schedule A (Form 990 or 990-EZ)

This form is for section 501(c)(3) organizations to report their public charity status and public support details, required by the IRS.

How to fill out schedule a form 990

How to fill out Schedule A (Form 990 or 990-EZ)

1. Gather the necessary financial information for your organization including total revenue, expenses, and net assets.
2. Start by filling out the organization’s name, EIN (Employer Identification Number), and tax year at the top of Schedule A.
3. Complete Part I: Reason for Public Charity Status by checking all applicable boxes that describe the organization’s public charity status.
4. Complete Part II: Support Schedule indicating the organization's sources of support, ensuring to include amounts from contributions, gifts, grants, and other revenue sources.
5. Complete Part III: Listing public charity status - provide a brief description of your organization’s activities and supporting organizations, if applicable.
6. If applicable, complete Part IV: Additional information on public charities, detailing specific information required for your organization like membership income.
7. Review all instructions related to Schedule A carefully to ensure compliance with IRS requirements, and verify that all calculations are accurate.
8. Sign and date the form before submission, either electronically or by paper, depending on how you are filing Form 990 or 990-EZ.

Who needs Schedule A (Form 990 or 990-EZ)?

1. Nonprofit organizations that qualify as public charities under the IRS tax code must file Schedule A as part of their Form 990 or 990-EZ.
2. Organizations that receive a significant portion of their support from the general public, government agencies, or other public charities are typically required to fill out this form.
3. Foundations, private operating foundations, and non-charitable organizations do not need to complete Schedule A.

People Also Ask about

Can you switch from 990 to 990 EZ?

Because of the great differences between Forms 990 and 990-EZ, TaxSlayer Pro cannot change one to the other. If you have created one and wish to or need to switch to the other, you will need to delete the return and restart it using the correct form.

Who fills out Form 990 EZ?

The 990 EZ Form is for small- to medium-sized organizations that have gross receipts of less than $200,000 and less than $500,000 in total assets at the end of the year. This includes: Tax-exempt organizations.

Can I file 990 EZ directly with the IRS?

For tax years ending before July 31, 2021, the IRS will accept either paper or electronic filing of Form 990-EZ, Short Form Return of Organization Exempt from Income Tax. For tax years ending July 31, 2021, and later, Forms 990-EZ must be filed electronically.

Do I file 990 or 990 EZ?

Filing Requirements Form 990 is for tax-exempt organizations with gross receipts of $200,000 or more (or) total assets of $500,000 or more, whereas Form 990-EZ is for organizations with gross receipts less than $200,000 (and) total assets less than $500,000.

Should I file Form 990 or 990 EZ?

Only those organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year can use Form 990-EZ. If the organization doesn't meet these requirements, it must file Form 990, unless excepted under General Instruction B, earlier.

How do I know which 990 to file?

The full-length 990 form is required for nonprofits who gross $200,000 or more in total receipts, or total assets of $500,000 or more. The 990-EZ and 990-N are for nonprofits who grossed less during the year (over $50,000 in total gross receipts and under $50,000 respectively). The 990-PF is for private foundations.

For pdfFiller’s FAQs

What is Schedule A (Form 990 or 990-EZ)?

Schedule A is an attachment to Form 990 and Form 990-EZ, which is filed by tax-exempt organizations to provide information about their public charity status, including the sources of their income and how they qualify for this designation.

Who is required to file Schedule A (Form 990 or 990-EZ)?

Organizations that are classified as public charities under the Internal Revenue Code and are required to file Form 990 or 990-EZ must also file Schedule A.

How to fill out Schedule A (Form 990 or 990-EZ)?

To fill out Schedule A, organizations need to provide information on their public charity status, classify their revenue, and report on their public support and income sources using the appropriate sections outlined in the schedule.

What is the purpose of Schedule A (Form 990 or 990-EZ)?

The purpose of Schedule A is to demonstrate that the organization meets the public support test necessary to maintain its tax-exempt status as a public charity.

What information must be reported on Schedule A (Form 990 or 990-EZ)?

Schedule A requires organizations to report information such as the type of public charity, their sources of support, financial information regarding public support, and any contributions received from government entities.