Get the free Forms 990 / 990-EZ Return Summary

550562858 11/13/2014 2:55 PM Forms 990 / 990-EZ Return Summary For calendar year 2013, or tax year beginning, and ending UNITED WAY OF SOUTHERN WEST VIRGINIA, INC. 55-0562858 37,162 Net Asset / Fund

How to fill out forms 990 990-ez return

How to Fill Out Forms 990 and 990-EZ Return?

1. Gather all necessary information: Before filling out the forms, make sure to gather all the required information. This includes your organization's details such as name, address, employer identification number (EIN), and financial records.
2. Understand the form you need: Determine whether you need to file Form 990 or Form 990-EZ. Form 990 is for organizations with gross receipts above $200,000 or total assets above $500,000, while Form 990-EZ is for organizations with gross receipts less than $200,000 and total assets less than $500,000.
3. Provide organization details: Start by providing the basic information about your organization, such as its name, address, and EIN. Ensure that all information is accurate and up to date.
4. Report revenue and expenses: On the form, you will need to report your organization's revenue and expenses. This includes income from program services, contributions, grants, and investments. Make sure to accurately categorize and report all sources of income and expenses.
5. Provide details about governance: The forms require information about your organization's governing body and policies. You will need to disclose details about your board of directors, conflict of interest policies, and compensation of key officers.
6. Collect required schedules and attachments: Depending on your organization's activities and transactions, you may need to attach additional schedules to the form. These schedules provide more detailed information about specific aspects of your organization's operations.
7. Review and double-check the form: Before submitting the form, carefully review all the information provided. Ensure that all numbers are accurate and that all required sections are completed. It's a good practice to double-check the form to avoid any errors or omissions.

Who Needs Forms 990 and 990-EZ Return?

1. Non-profit Organizations: Forms 990 and 990-EZ are required to be filed by non-profit organizations. These forms provide the IRS with important financial information about the organization and help maintain transparency and accountability.
2. Exempt Organizations: Organizations seeking and maintaining tax-exempt status under section 501(c) of the Internal Revenue Code are required to file Forms 990 or 990-EZ. This includes charitable, religious, educational, and other types of exempt organizations.
3. Organizations with Appropriate Financial Thresholds: The specific form to be filed (990 or 990-EZ) depends on the financial size of the organization. Form 990 is for larger organizations with gross receipts above $200,000 or total assets above $500,000, while Form 990-EZ is for smaller organizations that fall below these thresholds.

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What is forms 990 990-ez return?

Forms 990 990-ez return are tax forms used by tax-exempt organizations to provide the IRS with information on their income, expenses, and activities.

Who is required to file forms 990 990-ez return?

Most tax-exempt organizations with gross receipts over $50,000 are required to file forms 990 990-ez return.

How to fill out forms 990 990-ez return?

Forms 990 990-ez return can be filled out online or by mail. Organizations must provide information on their finances, activities, and governance.

What is the purpose of forms 990 990-ez return?

The purpose of forms 990 990-ez return is to provide the IRS and the public with information about a tax-exempt organization's finances and activities.

What information must be reported on forms 990 990-ez return?

Information such as income, expenses, assets, activities, and governance must be reported on forms 990 990-ez return.