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Form 990 OMB No. 1545-0047 Return of Organization Exempt From Income Tax 2011 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

How to fill out form 990 - a

How to Fill Out Form 990-A:

1. Begin by gathering all the necessary information and documentation required to complete Form 990-A. This includes details about your organization's financial activities, program services, governance, and any potential conflicts of interest.
2. Start filling out Part I of Form 990-A, which focuses on your organization's identification information. Provide the legal name of your organization, its mailing address, and EIN (Employer Identification Number). Additionally, if your organization has changed its name or address during the tax year, make sure to indicate that as well.
3. Move on to Part II, where you will provide a brief overview of your organization's mission and activities. Describe the purpose of your organization in clear and concise language. Include the types of program services you offer and any significant accomplishments or milestones achieved during the tax year.
4. Progress to Part III, which involves reporting details about your organization's board of directors, key employees, and other top officials. Provide the names, titles, addresses, and hours devoted to your organization by individuals listed in this section. Also, disclose any relationships between these individuals and whether they are compensated or receive other benefits from your organization.
5. Complete Part IV, which focuses on your organization's policies and procedures. Answer the questions regarding conflict of interest, whistleblower policy, and document retention policy. While not mandatory, having these policies in place demonstrates good governance practices by your organization.
6. Proceed to Part V, where you will disclose information about your organization's compensation and other financial arrangements. Report the compensation of certain officers, directors, trustees, and key employees. Additionally, disclose any payments made to independent contractors or third-party service providers.
7. Move on to Part VI, which requires information about your organization's public charity status and activities. Specify whether your organization is a public charity, a private foundation, or a supporting organization. Provide details about any grants or assistance given to individuals, organizations, or governments during the tax year.
8. Complete Part VII, which focuses on your organization's financial information. This section requires you to provide a statement of revenue and expenses, balance sheet, and details about your organization's assets, liabilities, and net assets. Ensure you have accurate and up-to-date financial statements and supporting documents to complete this section.
9. Finally, review the completed Form 990-A thoroughly, checking for any errors or omissions. Make sure all schedules and attachments are attached as required.

Who needs Form 990-A?

Non-profit organizations, specifically those exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code, are generally required to file Form 990-A. This form is necessary to provide transparency and accountability regarding their activities, finances, governance, and compliance with tax regulations. Organizations with gross receipts less than $200,000 and total assets less than $500,000 may choose to file a simplified version of this form, known as Form 990-EZ, instead.

For pdfFiller’s FAQs

What is form 990 - a?

Form 990-A is a simplified version of the Form 990 that certain small tax-exempt organizations are required to file.

Who is required to file form 990 - a?

Small tax-exempt organizations with gross receipts normally under $200,000 and total assets under $500,000 are required to file Form 990-A.

How to fill out form 990 - a?

Form 990-A can be filled out by providing information about the organization's finances, activities, and governance. It is important to follow the instructions provided by the IRS when filling out the form.

What is the purpose of form 990 - a?

The purpose of Form 990-A is to provide the IRS with information about the financial status and activities of small tax-exempt organizations.

What information must be reported on form 990 - a?

Small tax-exempt organizations must report their gross receipts, assets, activities, governance structure, and other relevant financial information on Form 990-A.

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