Get the free Form 990 Return of Organization Exempt From Income Tax

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is Form 990

The Form 990 Return of Organization Exempt From Income Tax is a tax document used by tax-exempt organizations in the US to report their financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990 form: Try Risk Free

Rate free 990 form

4.6

satisfied

47 votes

Who needs Form 990?

Explore how professionals across industries use pdfFiller.

Form 990 is needed by:

Nonprofit organizations seeking tax-exempt status
IRS agents reviewing financial compliance
Financial preparers assisting nonprofits
Officers responsible for financial reporting
Grant applicants required to submit financial documents
Auditors conducting compliance assessments

Comprehensive Guide to Form 990

What is Form 990 Return of Organization Exempt From Income Tax?

Form 990 serves as a critical tax document for tax-exempt organizations in the United States. It is used for reporting financial information to the IRS, ensuring transparency and accountability. Various types of organizations, including charities and nonprofits, commonly utilize this form to maintain their tax-exempt status. The reporting year indicated on the form, 2013, is essential for users as it specifies the financial data that must be provided for that particular period.

Purpose and Benefits of Filing Form 990

Filing Form 990 is crucial for organizations aiming to uphold their tax-exempt status. Proper filing not only ensures compliance with IRS regulations but also promotes transparency, reinforcing financial accountability to stakeholders. By submitting accurate information, organizations can significantly enhance donor trust and potentially increase funding opportunities.

Maintaining tax-exempt status
Promoting transparency
Building donor trust

Who Needs to File Form 990?

Organizations that have obtained tax-exempt status are required to file Form 990. This includes a variety of entities, such as charities and social welfare organizations. Each organization must follow specific criteria to determine their obligation to file, which may involve officer and preparer roles that necessitate signatures. Additionally, some exceptions may apply regarding filing thresholds that organizations should be aware of.

Charitable organizations
Private foundations
Social welfare organizations

When and How to File Form 990

Form 990 must be submitted by a designated deadline, typically within five and a half months after the end of an organization's fiscal year. In the event of a late submission, organizations should be aware of the potential penalties and options for granting extensions. Filing can be accomplished through various methods, including online submissions and postal mail, with detailed instructions available for these options.

File by deadline
Consider online filing
Prepare for possible extensions

Instructions for Filling Out Form 990 (Step-by-Step)

Completing Form 990 accurately requires careful attention to each section and field designated within the form. Key financial data must be reported, and organizations should remain vigilant about common errors that could impede the submission process. Ensuring that the form is signed correctly by both the officer and preparer is crucial to avoid potential issues with the IRS.

Understand all sections of the form
Avoid common mistakes
Ensure accurate signatures

Required Documents and Supporting Materials

Before filing Form 990, organizations must gather a range of necessary documents to provide accurate financial reporting. This includes financial statements and other supporting materials that corroborate the entries made on the form. Having all documents organized is essential for a smooth filing process and facilitates any review by the IRS.

Financial statements
Board meeting minutes
Schedule of contributions

Security and Compliance When Filing Form 990

Organizations should prioritize data privacy and security during the filing process of Form 990. Various security measures, such as 256-bit encryption, are in place to protect sensitive documents. It is essential for organizations to comply with IRS regulations to ensure data protection and maintain the confidentiality of the information provided.

Data encryption
Compliance with IRS regulations
Trustworthy filing platforms

Reviewing and Tracking Your Form 990 Submission

After submitting Form 990, organizations can monitor their submission status through the IRS website or other designated platforms. Understanding what happens post-submission, including timelines for processing, can help organizations plan for any necessary follow-up actions. Options for correcting or amending the form are available should discrepancies arise.

Check submission status
Know processing timelines
Understand correction options

How pdfFiller Can Simplify the Form 990 Process

pdfFiller provides a robust solution for organizations looking to simplify the Form 990 filing process. Its features include editing capabilities, eSigning, and secure document submission, all accessible via a cloud-based platform. By utilizing pdfFiller, users can streamline their workflow, ensuring that all documentation is accurate and compliant with IRS requirements.

Edit and annotate documents
eSign forms effortlessly
Securely submit completed forms

Engage with Our Services for your Form Filling Needs

Utilizing pdfFiller enhances both efficiency and accuracy in the submission of Form 990. By taking advantage of the features offered, organizations can confidently navigate the filing process. User testimonials demonstrate the platform's effectiveness, making pdfFiller a valuable tool for managing tax-exempt organization filings.

Enhance submission efficiency
Utilize advanced PDF editing features
Access support and resources

Last updated on Jul 4, 2015

How to fill out the Form 990

1.

To access the Form 990 on pdfFiller, visit the platform and use the search bar to locate 'Form 990 Return of Organization Exempt From Income Tax'.
2.

Open the form by clicking on the highlighted link, which will direct you to the editable interface.
3.

Before starting to fill out the form, ensure you have all necessary financial information and documentation, including income statements, balance sheets, and any previous IRS submissions.
4.

Navigate the filling interface by clicking on each field to enter data. Use the toolbar for formatting options and adding notes where necessary.
5.

Take your time to enter information accurately, paying close attention to the required fields that must be filled for IRS compliance.
6.

Once you have filled the form, review your entries carefully, verifying all data against your financial records and ensuring that signatures are obtained from both the officer and the preparer.
7.

To finalize the form, use the 'Review' feature on pdfFiller to check for any missed fields or errors.
8.

After confirming all information is correct, save your completed Form 990 by clicking 'Save', and download it for your records.
9.

If you need to submit electronically, follow pdfFiller's guidance for electronic submission or print the form for mail submission.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to file Form 990?

Form 990 is required for tax-exempt organizations in the US, including charities and nonprofits that meet IRS criteria. Organizations with gross receipts under a specified threshold may be able to file shorter versions or none at all.

What is the deadline for submitting Form 990?

Form 990 is typically due on the 15th day of the 5th month after the end of the organization's fiscal year. Extensions may be requested, but basic compliance with the deadline is crucial for maintaining tax-exempt status.

How can I submit Form 990?

Form 990 can be submitted electronically via the IRS e-File system or mailed directly to the IRS, depending on your organization's gross receipts and other criteria. Check IRS guidelines for specific submission methods.

What supporting documents are needed with Form 990?

You may need to include financial statements, a list of board members, and other pertinent documents demonstrating the organization's activities and financial status. It's vital to reference IRS requirements for the specific year of the form.

What are common mistakes to avoid when filling Form 990?

Common mistakes include incorrect financial figures, missing signatures, and failing to fully complete required sections. Always double-check data against official records and use pdfFiller's review feature to catch errors.

How long does it take to process Form 990?

Processing times can vary depending on IRS workload and submission volume. Generally, allow several weeks for electronic submissions and longer for mailed forms. Check IRS updates for any changes to processing times.

What happens if I file Form 990 late?

Filing Form 990 late can lead to penalties and the risk of losing tax-exempt status. It's essential to file on time and consider requesting extensions if necessary to avoid complications with the IRS.