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Supplemental Instructions and a Completed Sample of Form 990 and Schedule A (Form 990 or 990-EZ) This part of the instructions provides a set of facts and a filled-in example to help you prepare a

How to fill out form 990 or 990-ez

How to fill out form 990 or 990-ez:

1. Gather necessary information: Before starting to fill out form 990 or 990-ez, gather all the necessary information. This includes details about your organization such as its legal name, address, Employer Identification Number (EIN), and the type of organization it is.
2. Fill out the basic information: Begin by providing basic information about your organization, such as its name, address, and EIN. Ensure that this information is accurate and up-to-date.
3. Provide a brief description of your organization: In this section, provide a brief description of your organization's mission, activities, and accomplishments during the year. Be concise but descriptive, highlighting any notable achievements or projects.
4. Complete the financial section: This is a crucial part of the form where you need to provide detailed financial information about your organization. This includes details on revenue, expenses, net assets, and any significant changes in your financial situation compared to the previous year.
5. Answer specific questions: Form 990 or 990-ez includes various questions related to your organization's activities, governance, compensation, and compliance with tax regulations. Carefully read and respond to each question accurately, providing any necessary explanations or additional information required.
6. Attach required schedules: Depending on the size and activities of your organization, you may need to attach additional schedules to provide more detailed information. Common schedules include reporting on program service accomplishments, compensation of officers and key employees, and statements of revenue and expenses.
7. Review and sign the form: Once you have completed all the necessary sections and attached any required schedules, thoroughly review the form for any errors or omissions. Ensure that all numbers and information are accurate and supported by appropriate documentation. After reviewing, sign the form to certify the accuracy of the information provided.

Who needs form 990 or 990-ez?

1. Nonprofit organizations: Form 990 or 990-ez is primarily required for nonprofit organizations, including charities, foundations, educational institutions, religious organizations, and other tax-exempt entities. It serves as a way for these organizations to report their financial activities and ensure transparency to the IRS and the public.
2. Financial thresholds: The specific form (990 or 990-ez) that an organization needs to file depends on its annual gross receipts and total assets. Typically, organizations with average annual gross receipts above $200,000 or total assets above $500,000 need to file form 990. Organizations with lower gross receipts and assets may be eligible to file the shorter form 990-ez.
3. Compliance and transparency: Even if an organization falls below the financial thresholds, it may choose to file form 990 voluntarily as a way to demonstrate transparency and accountability to donors, stakeholders, and the public. Filing form 990 can provide valuable information about an organization's activities, governance, and financial health.

For pdfFiller’s FAQs

What is form 990 or 990-ez?

Form 990 and 990-EZ are annual information returns that certain tax-exempt organizations must file with the IRS.

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

Nonprofit organizations, charities, churches, and other tax-exempt organizations with gross receipts above a certain threshold 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 by mail. The form requires information on the organization's finances, activities, governance, and compliance with tax laws.

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 a tax-exempt organization's mission, programs, and finances.

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

Form 990 and 990-EZ require information on the organization's revenue, expenses, assets, liabilities, governance, and activities.

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