For Paperwork Reduction Act Notice see the Instructions for Form 990. Cat. No. 50055P Schedule I Form 990 2016 Page 2 Part III can be duplicated if additional space is needed. a Type of grant or assistance b Number of recipients c Amount of cash grant FMV appraisal other Supplemental Information. Provide the information required in Part I line 2 Part III column b and any other additional information. Page 3 Section references are to the Internal Revenue Code unless otherwise noted. General...Instructions Future developments. SCHEDULE I Form 990 Department of the Treasury Internal Revenue Service Grants and Other Assistance to Organizations Governments and Individuals in the United States OMB No* 1545-0047 Complete if the organization answered Yes on Form 990 Part IV line 21 or 22. Attach to Form 990. Information about Schedule I Form 990 and its instructions is at www*irs*gov/form990. Open to Public Inspection Name of the organization Part I Employer identification number General...Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance the grantees eligibility for the grants or assistance and the selection criteria used to award the grants or assistance. Describe in Part IV the organization s procedures for monitoring the use of grant funds in the United States. Yes No 990 Part IV line 21 for any recipient that received more than 5 000. Part II can be duplicated if additional space is needed* 1 a...Name and address of organization or government b EIN c IRC section if applicable d Amount of cash grant e Amount of noncash assistance f Method of valuation book FMV appraisal other g Description of noncash assistance h Purpose of grant or assistance Enter total number of section 501 c 3 and government organizations listed in the line 1 table. For the latest enacted after the schedule and its instructions were published go to www*irs*gov/form990. Note Terms in bold are defined in the Glossary of...the Instructions for Form 990. Purpose of Schedule organization that files Form 990 to provide information on grants and other assistance made by the filing organization during the tax year to domestic organizations domestic Report activities conducted by the organization directly. Also report activities conducted by the organization indirectly through a disregarded entity or a joint venture treated as a partnership* awards prizes contributions noncash assistance cash allocations stipends...scholarships fellowships research grants and similar payments and distributions made by the organization during the tax year. For assistance don t include Salaries or other compensation to employees or payments to independent contractors if the primary purpose of such payments is to serve the direct and immediate needs of the organization such as legal accounting or fundraising services. The payment of any benefit by a 501 c 9 voluntary employees beneficiary association VEBA to employees of a...sponsoring payment is made under the terms of the VEBA trust and in compliance with section Grants to affiliates that aren t organized as legal entities separate from the filing offices accounts or employees of the organization located in the United States.
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How to fill out IRS 990 - Schedule I
Instructions and Help about IRS 990 - Schedule I
How to edit IRS 990 - Schedule I
Edit the IRS 990 - Schedule I form by using pdfFiller’s editing tools. You can upload a completed version of the form and make necessary adjustments as needed. Ensure all information is accurate and up-to-date before finalizing your edits.
How to fill out IRS 990 - Schedule I
Filling out the IRS 990 - Schedule I requires collecting specific data related to your organization's activities. Follow these steps to complete the form:
01
Gather necessary financial records and supporting documentation.
02
Ensure you have your organization's Employer Identification Number (EIN) ready.
03
Complete each section of the form systematically, providing details regarding your organization’s fundraising activities.
04
Review the filled form for accuracy and compliance with IRS requirements.
05
Consider using pdfFiller to verify your entries and ensure no parts are overlooked.
About IRS 990 - Schedule I 2016 previous version
What is IRS 990 - Schedule I?
IRS 990 - Schedule I is an additional form that provides supplemental information about fundraising activities to the main IRS Form 990. This form is specifically designated for tax-exempt organizations to report on the sources of their revenue and details about their fundraising efforts.
Who needs the form?
Organizations required to file IRS Form 990 must also complete Schedule I if they engage in fundraising activities. This includes a variety of nonprofit organizations, charities, and educational institutions that operate under Section 501(c) of the Internal Revenue Code. If an organization has gross receipts normally exceeding $200,000, filing Schedule I is necessary.
Components of the form
The IRS 990 - Schedule I consists of several sections that focus on various aspects of fundraising activities. Key components include:
01
Itemized reporting of fundraising events
02
Details regarding contributions received
03
Breakdown of fundraising expenses
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Overview of donor types and contribution sources
What information do you need when you file the form?
When filing IRS 990 - Schedule I, gather the following information:
01
Your organization’s identifying details, including EIN and primary address.
02
Financial statements from fundraising events and activities conducted throughout the year.
03
Records of donations received, categorized by donor type, and the amounts contributed.
04
A detailed account of expenses incurred related to fundraising.
Where do I send the form?
The IRS 990 - Schedule I must be submitted to the IRS at the address designated for tax-exempt organizations. Ensure that you are sending the form to the correct location based on your organization's location and filing requirements. Utilize registered mail or electronic submission methods approved by the IRS for tracking purposes.
What is the purpose of this form?
The purpose of IRS 990 - Schedule I is to provide transparency regarding the fundraising activities of tax-exempt organizations. This ensures that the IRS and the public have a clear understanding of how organizations raise funds and the nature of these activities. Organizations use this form to detail their approach to fundraising and the income generated through these activities.
When am I exempt from filling out this form?
Exemptions from filing IRS 990 - Schedule I may apply to organizations that have not conducted any fundraising activities during the tax year. Additionally, organizations that qualify for the Form 990-EZ may have different filing criteria, potentially excluding them from needing to submit Schedule I.
What are the penalties for not issuing the form?
Failing to file IRS 990 - Schedule I can lead to significant penalties. The IRS may impose fines for non-compliance, which can accumulate over time. Additionally, continued failure to file may result in the revocation of tax-exempt status, which underscores the importance of timely and accurate submissions.
Is the form accompanied by other forms?
IRS 990 - Schedule I is typically submitted alongside the main IRS Form 990. Other schedules or forms may also be required depending on the organization’s activities, size, and funding sources. Review the IRS guidelines to determine if additional forms apply to your organization.
FAQ about IRS 990 - Schedule I
What should I do if I made a mistake on my 2016 990 schedule form?
If you realize that there’s an error on your 2016 990 schedule form after submission, you should file an amended return. This is important to ensure that your organization's records are correct and to avoid potential penalties. Make sure to include any relevant documentation to support the corrections you're making.
How can I verify if my 2016 990 schedule form was processed?
To verify receipt and processing of your 2016 990 schedule form, you can check the IRS website for tracking options or contact their support directly. Keeping a record of your submission confirmation is beneficial for reference. This step is crucial to ensure that your documentation has been acknowledged by the IRS.
What should I do if I receive an audit notice after filing the 2016 990 schedule form?
If you receive an audit notice regarding your 2016 990 schedule form, promptly gather all related documentation and review your submission for accuracy. Respond to the notice within the specified timeframe, providing any requested information in a clear format to demonstrate compliance. Consulting with a tax professional may also be beneficial.
Are there specific e-filing service fees associated with submitting the 2016 990 schedule form online?
Yes, e-filing service providers may charge fees for processing the 2016 990 schedule form electronically. It’s advisable to compare various services to find one that fits your budget without compromising quality. Additionally, ensure that the provider offers adequate support in case your submission encounters issues.
What technical requirements do I need to meet for e-filing the 2016 990 schedule form?
When e-filing the 2016 990 schedule form, ensure that your software is compatible with the IRS e-filing system. Using up-to-date browsers is recommended for optimal performance. Additionally, check for any requirements regarding file formats to avoid technical issues during submission.
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
