Get the free Short Form Form 990 -EZ Department of the Treasury Internal Revenue Service Under se...

Short Form 990 -EZ Department of the Treasury Internal Revenue Service Under section 501 (c), 527, or 4947(AXL) of the Internal Revenue Code (except black lung benefit trust or private foundation)

How to fill out short form form 990

How to fill out short form form 990?

1. Gather the necessary information: Before starting to fill out the short form form 990, gather all the relevant information required, such as organization details, financial information, and program services.
2. Fill out Part I: In Part I of the form, provide basic information about the organization, including its name, address, employer identification number (EIN), and the accounting method used. This section also asks for details about the organization's exempt status and whether the return is for a group return or parent organization.
3. Complete Part II: Part II of the form focuses on the organization's key officers, directors, and trustees. Provide information such as their names, titles, and compensation. This section also requires details about disqualified persons and family relationships.
4. Fill out Part III: Part III deals with the organization's statement of program service accomplishments. Provide a brief description of the organization's mission and its main program services. Information regarding the number of clients served, expenses, and revenue can be included in this section.
5. Complete Part IV: Part IV of the form focuses on the organization's governing body and management. Provide details about the governing body's structure, voting members, and compensation. Additionally, this section requires information about the organization's highest compensated employees and independent contractors.
6. Fill out Part V: Part V deals with the organization's policies, procedures, and disclosure practices. Provide details about the organization's conflict of interest policy, whistleblower policy, and whether the organization provided copies of the Form 990 to individuals upon request.
7. Complete Part VI: Part VI requires information related to tax-exempt bond compliance, if applicable. Provide details about any tax-exempt bonds held by the organization and whether the organization has materially defaulted on any bond covenants.
8. Fill out Part VII: Part VII focuses on the organization's compensation practices. Provide information about the process and procedures followed for determining compensation for the organization's officers, directors, trustees, key employees, and highest compensated employees.
9. Complete Part VIII: Part VIII of the form requires information about the organization's statement of revenue, which includes details about various types of revenue, such as contributions, grants, investment income, and program service revenue.
10. Fill out the remaining schedules and attachments: Depending on the organization's activities and financial information, additional schedules and attachments may be required to be filled out. Examples include Schedule A for public charities, Schedule O for supplemental information, and Schedule L for transactions with interested persons.

Who needs short form form 990?

1. Non-profit organizations: The short form form 990, also known as Form 990-EZ, is required to be filled out by certain tax-exempt organizations. Non-profit organizations, including charitable, educational, religious, and scientific organizations, may need to file this form if they meet specific criteria.
2. Small tax-exempt organizations: The short form form 990 is specifically designed for small tax-exempt organizations with less complex financial operations. To be eligible to file this form, organizations must have gross receipts less than $200,000 and total assets less than $500,000.
3. Organizations eligible for Form 990-N: Some small organizations may be eligible to file Form 990-N, also known as the e-Postcard, if their gross receipts are normally $50,000 or less. However, if an organization exceeds this threshold, it may need to file the short form Form 990.

It is important to note that while this content provides a general overview of how to fill out the short form form 990 and who needs to do so, it is always advisable to consult professional advice or refer to the official IRS instructions for specific guidance.

For pdfFiller’s FAQs

What is short form form 990?

Short form Form 990 is the simplified version of Form 990, which is an annual information return that certain tax-exempt organizations must file with the IRS.

Who is required to file short form form 990?

Certain tax-exempt organizations with gross receipts normally not more than $50,000 must file short form Form 990 instead of the regular Form 990.

How to fill out short form form 990?

Short form Form 990 can be filled out electronically using the IRS’s online filing system or by manually completing the form and mailing it to the designated IRS address.

What is the purpose of short form form 990?

The purpose of short form Form 990 is to provide the IRS and the public with information about a tax-exempt organization’s mission, programs, and finances.

What information must be reported on short form form 990?

Short form Form 990 requires basic information such as the organization’s name, address, mission, and summary of financial activities.

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