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Form 990 OMB No. 1545-0047 Return of Organization Exempt From Income Tax 2012 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 990 or form

How to fill out 990 or form:

1. Gather all necessary information: Before starting to fill out the 990 or form, gather all the required information such as your organization's financial records, income and expense statements, details about your programs and activities, and any other relevant documents.
2. Review the instructions: The IRS provides detailed instructions for filling out the 990 or form. Carefully review these instructions to understand the various sections and requirements of the form. This will help ensure accuracy and compliance.
3. Provide basic information: Start by providing basic information about your organization, including its name, address, employer identification number (EIN), and contact details. Be mindful of accuracy while entering this information.
4. Complete Part I - Summary: Part I of the 990 or form usually consists of summary questions about the organization's mission, activities, and governance structure. Answer each question accurately and concisely.
5. Fill out Part II - Signature Block: In this section, provide the required signatures and attestations. This may include the signature of the organization's chief executive officer (CEO) or president.
6. Report financial information in Part III: Part III of the 990 or form requires reporting financial details, including revenue, expenses, assets, and liabilities. Provide accurate figures based on your organization's financial records. Depending on the size and complexity of your organization, additional financial schedules may need to be attached.
7. Complete additional sections: Depending on your organization's activities, you may need to complete additional sections of the 990 or form. These could include reporting on governance, program services, compensation, and fundraising activities. Provide all requested information accurately and thoroughly.
8. Review and submit: Once you have completed all the necessary sections of the 990 or form, take the time to review it carefully. Double-check for errors, missing information, or inconsistencies. Ensure that all required schedules and attachments are included. Once you are confident in the accuracy and completeness of your form, submit it to the IRS.

Who needs 990 or form?

1. Non-profit organizations: Non-profit organizations are typically required to file the 990 or form with the IRS. This includes charities, foundations, religious organizations, educational institutions, and other tax-exempt entities.
2. Organizations with significant revenue: The requirement to file the 990 or form depends on the annual gross receipts of the organization. Generally, if your organization's gross receipts exceed $50,000 in a year, filing the 990 form is mandatory.
3. Public disclosure: The 990 or form is not only used for tax purposes but also serves as a public disclosure document. It provides transparency to donors, government agencies, and the general public regarding an organization's finances, activities, governance, and executive compensation. Therefore, organizations that wish to maintain transparency and build trust may choose to file the 990 or form, even if they are not legally required to do so.

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