Get the free To Form 990 - Valley of the Sun United Way - vsuw

10/28/13 10/28/13 VALLEY OF THE SUN UNITED WAY 86-0104419 Form 990 (2012) Page Part III 1 Statement of Program Service Accomplishments Check if Schedule O contains a response to any question in this

How to fill out to form 990

How to fill out Form 990:

1. Gather all necessary information: Before filling out Form 990, gather all the relevant financial information and supporting documents, such as income statements, balance sheets, and expense reports. Ensure that you have the organization's Employer Identification Number (EIN) and other required information handy.
2. Provide basic details: Begin by entering the organization's name, address, EIN, and the taxable year for which the form is being filed. If the organization has changed its name or address, include the previous name/address as well.
3. Specify the accounting method: Indicate the organization's accounting method (cash or accrual) on Part I of the form. Most small organizations typically use the cash method.
4. Report revenue and expenses: Provide information about the organization's revenue and expenses in Part I and Part VIII of Form 990. Include details about program service revenue, contributions, grants, fundraising activities, and various types of expenses. Separate reporting sections are dedicated to different types of revenue and expenses.
5. Describe the organization's activities: Describe the organization's mission and summarize its significant activities in Part III of Form 990. Outline the programs and services provided, highlighting any changes from the previous year.
6. Provide information about key individuals: Disclose information about the organization's key individuals in Part VII of the form, including officers, directors, trustees, and selected employees. This includes details such as compensation, hours worked, and any potential conflicts of interest.
7. Report on governance, management, and policies: Answer questions in Part VI of Form 990 related to governance and management policies. This section ensures transparency and accountability in the organization's practices. Provide details about governance policies, whistle-blower policies, and document retention policies, among others.

Who needs to file Form 990:

1. Nonprofit organizations: Most tax-exempt organizations, including nonprofit charities, foundations, and certain religious organizations, are required to file Form 990 annually. The form provides the IRS and the public with financial information about these organizations.
2. Organizations with gross receipts over a threshold: Nonprofit organizations with gross receipts exceeding $50,000 are generally required to file Form 990. Smaller organizations may be eligible to file a shorter version, such as Form 990-EZ or Form 990-N.
3. Exceptions and additional requirements: Some organizations, such as churches, certain government corporations, and affiliates of larger organizations, might be exempt from filing Form 990. However, they might still be required to disclose information using other IRS forms or comply with state-specific reporting requirements.

It is important to consult the IRS guidelines or seek professional advice to ensure accurate and compliant completion of Form 990.

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