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FORM 990 OVERVIEW COURSE: Text Version Page 1 Welcome to the Form 990 Overview Course Welcome to the Maintaining 501(c)(3) Tax-exempt Status Overview course. This course is presented by the Tax Exempt

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How to fill out form 990 overview course

01

Step 1: Gather all the necessary information and documents.

02

Step 2: Review the instructions provided with the form to understand the requirements.

03

Step 3: Begin filling out the Form 990 by providing basic information about the organization.

04

Step 4: Complete all the required sections of the form, including the statement of activities, financial information, and governance details.

05

Step 5: Review the form for accuracy and completeness.

06

Step 6: Sign and date the form.

07

Step 7: Submit the completed Form 990 to the appropriate authority or designated recipient.

Who needs form 990 overview course?

01

Non-profit organizations that are recognized as tax-exempt by the Internal Revenue Service (IRS) and have total assets over $200,000 or gross receipts over $200,000 in a fiscal year need to file Form 990. Additionally, certain non-profit organizations such as private foundations, political organizations, and certain religious organizations are also required to file Form 990.

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