Get the free To Form 990 - United Way of Metropolitan Chicago - uw-mc

UNITED WAY OF METROPOLITAN CHICAGO INC. Form 990 for the Year Ended June 30, 2013, Public Disclosure Copy 2-10-14 Form 8868 Application for Extension of Time To File an Exempt Organization Return

How to fill out to form 990

How to fill out Form 990:

1. Gather all necessary information: Before starting to fill out Form 990, gather all the relevant information such as the organization's financial data, program accomplishments, governance policies, and details about key individuals like officers, directors, and employees.
2. Provide basic organizational information: The first section of Form 990 requires you to fill in basic information about your organization such as its name, address, employer identification number (EIN), and the type of organization it is (e.g., public charity, private foundation, social welfare organization).
3. Complete the financial section: This section includes various schedules that provide details about the organization's revenue, expenses, assets, liabilities, and net assets. It is essential to accurately report financial information, including grants and contributions received, program services revenue, compensation of officers and employees, and any other relevant financial transactions.
4. Report on governance and policies: Form 990 asks for information regarding your organization's governance structure, conflicts of interest policies, whistleblower policies, and other policies that demonstrate good governance practices. Provide any necessary details and ensure that your organization complies with applicable regulations.
5. Describe your organization's activities: This section includes questions about your organization's mission, program accomplishments, and activities conducted throughout the year. Describe the nature of your programs, the impact they have had, and any major achievements or challenges faced.
6. Provide required disclosures and certifications: In this section, you will need to make various disclosures, such as political campaign intervention, tax-exempt bond financing, excess benefits, and more. Additionally, certain certifications need to be signed, confirming the accuracy and completeness of the information provided.
7. File the form by the deadline: Form 990 must be filed annually by organizations exempt from income tax under section 501(a). The filing deadline is the 15th day of the 5th month after the organization's fiscal year ends. Submit the completed form to the appropriate address as instructed by the Internal Revenue Service (IRS).

Who needs to file Form 990?

1. Most tax-exempt organizations: In general, organizations exempt from income tax under section 501(a) of the Internal Revenue Code are required to file Form 990 annually. This includes public charities, private foundations, social welfare organizations, labor and agricultural organizations, and certain other types of tax-exempt entities.
2. Exceptions: However, some organizations are not required to file Form 990, such as religious organizations, governmental entities, and certain political organizations, among others. It is important to review the specific IRS guidelines and regulations to determine if your organization falls within any exemptions.
3. Penalties for non-filing: Failure to file Form 990 or filing it with incorrect information can result in penalties, ranging from monetary fines to the loss of tax-exempt status. Compliance with filing requirements is crucial to maintain your organization's tax-exempt status and fulfill your reporting obligations.

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What is to form 990?

Form 990 is an annual information return that certain tax-exempt organizations must file with the IRS.

Who is required to file to form 990?

Non-profit organizations with gross receipts over $200,000 or total assets over $500,000 are required to file Form 990.

How to fill out to form 990?

Form 990 can be filled out electronically using tax software or by paper and mailed to the IRS.

What is the purpose of to form 990?

The purpose of Form 990 is to provide information about the organization's mission, programs, and finances to the public and the IRS.

What information must be reported on to form 990?

Form 990 requires information on the organization's income, expenses, assets, liabilities, activities, and governance.