Get the free IRS Form 990 - California Special Districts Association

2012 TAX RETURN Client Copy Client: 20025 Prepared for: California Special Districts Association 1112 I Street Suite 200 Sacramento, CA 95814 916-442-7887 Prepared by: James Marta & CO. LLP 701 HOWE

How to fill out irs form 990

How to fill out IRS Form 990:

1. Start by gathering all the necessary information and documentation. This includes details about your organization's finances, activities, and any significant changes that occurred during the tax year.
2. Begin filling out the header section of the form, which includes basic information such as the name of your organization, its address, and Employer Identification Number (EIN). Make sure to double-check this information for accuracy.
3. Proceed to Part I, which requires you to provide a brief overview of your organization's mission and activities. Describe the purpose of your organization and the programs it offers.
4. In Part II, report any changes in your organization's activities, governance, or structure. This section aims to capture any significant developments that may impact your organization's tax-exempt status.
5. Next, complete Part III, which focuses on your organization's statement of program service accomplishments. Provide a detailed description of the activities your organization undertook during the tax year to achieve its mission.
6. Move on to Part IV, where you disclose information regarding your organization's governing body, management, and key employees. This section requires you to provide details about compensation, insider transactions, and any potential conflicts of interest.
7. In Part V, provide a detailed breakdown of your organization's revenue and expenses. This includes information about contributions, program service revenue, investments, and any other sources of income. Additionally, you'll need to report various expense categories like salaries, grants, administrative costs, and fundraising expenses.
8. Complete Part VI, which focuses on governance, management, and disclosure. Answer questions about your organization's policies and practices related to conflicts of interest, whistleblowing, and document retention.
9. If applicable, fill out Part VII to report compensation information for your organization's highest-paid employees. This section requires you to list individuals receiving certain levels of compensation and provide details about their roles and compensation packages.
10. Finally, review the form thoroughly to ensure accuracy. Double-check all figures and supporting documentation before submitting it to the IRS.

Who needs IRS Form 990:

1. Nonprofit organizations recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code are generally required to file Form 990. This includes charitable, educational, religious, and scientific organizations.
2. Additionally, certain nonprofit organizations with gross receipts exceeding $50,000 or total assets exceeding $250,000 must file Form 990-N, 990-EZ, or 990, depending on their size and complexity.
3. It's important to note that private foundations, social welfare organizations, and other types of tax-exempt organizations may also be required to file different variations of Form 990, such as Form 990-PF or Form 990-EZ.

Overall, the filing requirement for Form 990 depends on the size, type, and activities of the nonprofit organization, and compliance with these requirements is essential to maintain tax-exempt status and ensure transparency in nonprofit operations.

For pdfFiller’s FAQs

How do I complete irs form 990 online?

pdfFiller makes it easy to finish and sign irs form 990 online. It lets you make changes to original PDF content, highlight, black out, erase, and write text anywhere on a page, legally eSign your form, and more, all from one place. Create a free account and use the web to keep track of professional documents.

Can I sign the irs form 990 electronically in Chrome?

You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your irs form 990 in minutes.

Can I create an electronic signature for signing my irs form 990 in Gmail?

You may quickly make your eSignature using pdfFiller and then eSign your irs form 990 right from your mailbox using pdfFiller's Gmail add-on. Please keep in mind that in order to preserve your signatures and signed papers, you must first create an account.

What is irs form 990?

IRS Form 990 is a document used by tax-exempt organizations to provide the IRS with information about their activities, finances, and governance.

Who is required to file irs form 990?

Tax-exempt organizations such as charities, nonprofits, and certain community foundations are required to file IRS Form 990.

How to fill out irs form 990?

IRS Form 990 can be filled out either electronically through the IRS website or by completing the paper form and mailing it to the IRS.

What is the purpose of irs form 990?

The purpose of IRS Form 990 is to provide transparency and accountability for tax-exempt organizations by reporting financial and programmatic information to the IRS and the public.

What information must be reported on irs form 990?

Information that must be reported on IRS Form 990 includes the organization's mission, program accomplishments, revenue and expenses, executive compensation, and governance structure.