Form preview

IRS 990 - Schedule O 2017 free printable template

Get Form
Other. Use Schedule O Form 990 or 990-EZ to provide narrative explanations and descriptions in response to other specific questions. Purpose of Schedule An organization should use Schedule O attachments to provide the IRS with narrative information required for responses to specific questions on Form 990 or 990-EZ and to explain the various questions. It allows organizations to supplement information reported on Don t use Schedule O to supplement responses to questions in other schedules of the...Form 990 or 990-EZ. Form 990 Parts III V VI VII IX XI and XII. Use Schedule O Form 990 or 990-EZ to provide any narrative information required for the following questions in the Form 990. Each of the other schedules includes a separate part for supplemental information. Who Must File certain organizations that file Form 990-EZ must file Schedule O Form 990 or 990-EZ. OMB No. 1545-0047 Cat. No. 51056K Schedule O Form 990 or 990-EZ 2017 Page General Instructions Section references are to the...Internal Revenue Code unless otherwise noted. Future developments. B. Delegation of governing board s authority to executive committee in line 1a. Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O Form 990 or 990-EZ. SCHEDULE O Form 990 or 990-EZ Department of the Treasury Internal Revenue Service Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Attach to Form 990 or...990-EZ. For the latest information about developments related to legislation enacted after the schedule and its instructions were published go to www*irs*gov/Form990. Specific Instructions attachment to list the name address and EIN of each affiliated organization included in the group return* Don t use this schedule. See the Instructions for Form 990 I. Group Return* for services including the type and amount of each expense included in line 11g if the amount in Part IX line 11g exceeds 10 of...the amount in Part IX line 25 total functional expenses. 6. Explanation for Part IX Statement of Functional Expenses line 24e all other expenses including the type and amount of each expense included in line 24e if the amount on line 24e exceeds 10 of the amount in Part IX line 25 total functional expenses. 1. Part III Statement of Program Service Accomplishments. a* Yes response to line 2. c* Other program services on line 4d. 2. Part V Statements Regarding Other IRS Filings and Tax Compliance....a* No response to line 3b. b. Yes or No response to line 13a* 3. Part VI Governance Management and Disclosure. b. Change in committee oversight review from prior year on line 2c* 1. Part I Revenue Expenses and Changes in Net Assets or Fund Balances. 7b. a* Description of other revenue in response to line 8. d. No responses to lines 8a 8b and 10b. b. List of grants and similar amounts paid in response to line 10. Form 990 if any in response to line 11b. i. If applicable in response to line 18 an...explanation as to why the organization checked the Other box or didn t make any of Forms 1023 1024 990 or 990-T publicly available.
pdfFiller is not affiliated with IRS
Screenshot
Screenshot
Screenshot

Get, Create, Make, and Sign IRS 990 - Schedule O

Edit your IRS 990 - Schedule O online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Screenshot
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Screenshot
Share your form instantly
Email, fax, or share your IRS 990 - Schedule O via URL. You can also download, print, or export forms to your preferred cloud storage service.
Screenshot

Instructions and Help about IRS 990 - Schedule O

How to edit IRS 990 - Schedule O

Editing IRS 990 - Schedule O can be done using tools that allow you to fill out forms digitally. You can open the form in pdfFiller, make necessary adjustments, and ensure all information is accurate before submission. Save the edited version securely, as you will need it for your records.

How to fill out IRS 990 - Schedule O

To fill out IRS 990 - Schedule O accurately, gather relevant financial documents and organizational details beforehand. Follow these steps:
01
Open the form in pdfFiller.
02
Complete the identifying information section, including your organization’s name and EIN.
03
Provide detailed information about your organization's mission and activities.
04
Review all entries for accuracy.
05
Save and download the completed form for submission.

About IRS 990 - Schedule O 2017 previous version

What is IRS 990 - Schedule O?

IRS 990 - Schedule O is a supplementary form used by tax-exempt organizations to provide additional information about their operations. This form allows organizations to explain their missions, programs, and any significant changes in their activities. It is crucial for transparency and compliance with federal regulations.

When am I exempt from filling out this form?

You may be exempt from filling out IRS 990 - Schedule O if your organization qualifies for certain exceptions, such as if it files Form 990-EZ or Form 990-N. Additionally, if your organization is not required to file IRS Form 990 at all, then Schedule O is not needed.

Due date

The due date for IRS 990 - Schedule O coincides with the deadline for the corresponding Form 990. Typically, this is the 15th day of the 5th month after the end of your organization’s fiscal year. If you operate on a calendar year basis, the due date is May 15th.

What information do you need when you file the form?

When filing IRS 990 - Schedule O, you will need your organization’s name, Employer Identification Number (EIN), fiscal year information, and a description of your mission and major programs. Ensure that all details are accurate to maintain transparency with the IRS and the public.

Where do I send the form?

The completed IRS 990 - Schedule O should be sent to the address specified for IRS Form 990 submissions. Depending on your organization's location and whether you are filing electronically or by mail, the address may vary. Check the instructions specific to Form 990 for accurate mailing details.

What is the purpose of this form?

The purpose of IRS 990 - Schedule O is to give context to the financial information presented in the primary IRS Form 990. It provides an opportunity to describe the organization’s programs and impact, which helps the IRS and the public understand the organization’s operations.

Who needs the form?

Organizations that file IRS Form 990, including most tax-exempt organizations, must include Schedule O. If your organization is a public charity or private foundation, you are required to complete this form to detail your activities and governance.

Components of the form

The key components of IRS 990 - Schedule O include sections for organizational mission statements, descriptions of programs and services, and significant changes from the previous filing year. Each section requires clear and concise explanations to convey the purpose and achievements of the organization.

What are the penalties for not issuing the form?

Failing to file IRS 990 - Schedule O can result in penalties, including financial fines. Organizations might also risk losing their tax-exempt status if they neglect to disclose required information consistently over time. It's crucial to comply fully to avoid such repercussions.

Is the form accompanied by other forms?

IRS 990 - Schedule O is typically submitted alongside IRS Form 990. It serves to provide the additional context needed for the main form. Additional schedules may also be required depending on the nature of your organization's activities and income sources.

FAQ about IRS 990 - Schedule O

When you're ready to share your [SKS], you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.

The editing procedure is simple with pdfFiller. Open your [SKS] in the editor. You may also add photos, draw arrows and lines, insert sticky notes and text boxes, and more.

Complete your [SKS] and other papers on your Android device by using the pdfFiller mobile app. The program includes all of the necessary document management tools, such as editing content, eSigning, annotating, sharing files, and so on. You will be able to view your papers at any time as long as you have an internet connection.

IRS 990 - Schedule O is a supplemental schedule used by tax-exempt organizations to provide additional information and explanations regarding their Form 990, which is the annual information return for these entities.

Organizations that are required to file Form 990, including 501(c)(3) charities and other tax-exempt entities, must also file Schedule O to provide narratives that clarify their activities, governance, and the financial information reported in Form 990.

To fill out IRS 990 - Schedule O, organizations should review the specific questions asked within the schedule, provide clear and concise narrative responses, and ensure that the information aligns with what is reported in other parts of Form 990.

The purpose of IRS 990 - Schedule O is to give organizations the opportunity to explain their financial activities, governance structure, and any other important context that is relevant for understanding the information reported in Form 990.

On IRS 990 - Schedule O, organizations must report information such as program accomplishments, changes in the organizational structure, policies related to governance and operations, and explanations of any unique transactions or financial reporting issues.

See what our users say

Read user feedback and try pdfFiller to explore all its benefits for yourself
Easy use and simple! Easy use and simple!
M Nguyen
Great So much more than just a pdf editor
Sofia Anca
Accidentally subscribed after the free… Accidentally subscribed after the free trial but the customer service team was super helpful at refunding. Also the software seemed really good when I briefly used it. A very trustworthy company.
Chris Tongue
Superb Superb, pdffiller is just amazing
Methodist Church
Good Good. Looks like so easy to use. I need use it for my work.
mark li
Happy documents All the documents I needed were at one place, easy to find, easy to modify, site was easy to navagiate.
Danny Marr
See what our users say
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Rate free form
4.4
satisfied
204 votes

Related Forms

If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.