Get the free Form 990 or 990-EZ - 990resourcecenter.com

Political Campaign and Lobbying Activities SCHEDULE C (Form 990 or 990-EZ) OMB No. 1545-0047 2013 For Organizations Exempt From Income Tax Under section 501(c) and section 527 ? Attach to Form 990

How to fill out form 990 or 990-ez

How to Fill Out Form 990 or 990-EZ?

1. Start by gathering all the necessary information and documentation required to fill out Form 990 or 990-EZ. This includes details about your organization's activities, financial records, and any relevant schedules or attachments.
2. Carefully review the instructions provided by the Internal Revenue Service (IRS) for filling out Form 990 or 990-EZ. Familiarize yourself with the different sections, schedules, and specific requirements for reporting financial information.
3. Begin with the basic information section, which includes details about your organization's name, address, and Employer Identification Number (EIN). Ensure that all the provided information is accurate and up-to-date.
4. Proceed to Part I, which involves reporting your organization's revenue, expenses, and net assets or fund balances. Determine which parts of the form are applicable to your organization based on its financial activities and size.
5. Report your organization's program service accomplishments in Part III. This section requires you to describe the nature and purpose of your organization's programs and the number of individuals served.
6. Complete Schedule O if necessary. This schedule provides additional space to disclose any relevant information or explanations that couldn't be accommodated in the main sections of the form.
7. If your organization is eligible to file Form 990-EZ instead of Form 990, you can provide a simplified version of financial information. Ensure that you meet the specific eligibility criteria outlined in the instructions before opting for this form.
8. Revisit each section of the form to double-check the accuracy and consistency of the provided information. Make sure all required signatures and dates are included before submitting the form to the IRS.

Who Needs Form 990 or 990-EZ?

1. Nonprofit Organizations: Form 990 or 990-EZ is required to be filed by most tax-exempt organizations, including charitable, religious, educational, and health organizations. It helps provide transparency regarding their operations and financial activities to the IRS and the general public.
2. Financial Thresholds: The type of form required (Form 990 or 990-EZ) depends on the size and financial activities of the organization. Organizations with gross receipts below certain thresholds ($50,000 for small organizations, $200,000 for large organizations) may be eligible to file the simplified Form 990-EZ.
3. Private Foundations: Private foundations, regardless of their size, are required to file Form 990-PF instead of Form 990 or 990-EZ. This form focuses on additional reporting specific to private foundations, including details about their grant-making activities.

Note: It is essential to review the specific instructions and requirements provided by the IRS to determine if your organization falls under any exemptions or unique circumstances that may affect the filing requirements for Form 990 or 990-EZ.

For pdfFiller’s FAQs

How can I send form 990 or 990-ez for eSignature?

To distribute your form 990 or 990-ez, simply send it to others and receive the eSigned document back instantly. Post or email a PDF that you've notarized online. Doing so requires never leaving your account.

How do I make edits in form 990 or 990-ez without leaving Chrome?

Install the pdfFiller Chrome Extension to modify, fill out, and eSign your form 990 or 990-ez, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.

Can I edit form 990 or 990-ez on an iOS device?

You certainly can. You can quickly edit, distribute, and sign form 990 or 990-ez on your iOS device with the pdfFiller mobile app. Purchase it from the Apple Store and install it in seconds. The program is free, but in order to purchase a subscription or activate a free trial, you must first establish an account.

What is form 990 or 990-ez?

Form 990 and 990-EZ are forms used by tax-exempt organizations to provide information to the IRS and the public.

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

Most tax-exempt organizations with gross receipts above a certain threshold are required to file either Form 990 or Form 990-EZ.

How to fill out form 990 or 990-ez?

Form 990 or 990-EZ can be filled out electronically using tax preparation software or manually by following the instructions provided by the IRS.

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

The purpose of Form 990 and 990-EZ is to provide the IRS and the public with information about the activities, finances, and governance of tax-exempt organizations.

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

Form 990 and 990-EZ require information about the organization's mission, programs, finances, key employees, and governance structure.