Get the free Form 990

This document is a Form 990, which provides financial information about the Senior Advocates for Generational Equity (SAGE) organization. It outlines the organization\'s mission to inspire older adults to contribute positively to society, details its revenue and expenses, and reports compliance with IRS requirements for tax-exempt organizations.

How to fill out form 990

How to fill out form 990

1. Gather necessary financial information including income, expenses, and assets.
2. Identify the correct version of Form 990 that applies to your organization.
3. Complete the basic information section with your organization's name, address, and EIN.
4. Fill out the revenue section detailing all sources of income.
5. Prepare the functional expenses section, categorizing how money was spent.
6. Disclose any balance sheet information showing the organization's assets and liabilities.
7. Include any required schedules that provide additional details about specific activities or finances.
8. Review the form for accuracy and completeness before submission.
9. File Form 990 electronically or by mail by the due date (usually the 15th day of the 5th month after the end of your organization’s fiscal year).

Who needs form 990?

1. Non-profit organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code.
2. Organizations with gross receipts over a certain threshold, typically $200,000.
3. Organizations with total assets over $500,000 at the end of the tax year.
4. Foundations and trusts that meet specific requirements.

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What is form 990?

Form 990 is an annual reporting return that tax-exempt organizations, non-profits, and charitable organizations file with the IRS to provide information about their activities, revenue, expenses, and governance.

Who is required to file form 990?

Tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000 are required to file Form 990. Smaller organizations with gross receipts between $50,000 and $200,000 may file Form 990-EZ, while those below $50,000 may file Form 990-N (e-Postcard).

How to fill out form 990?

To fill out Form 990, organizations need to gather financial statements, a list of officers and directors, a description of their mission and services, and any relevant tax documents. Then, they should follow the specific instructions provided by the IRS, completing the various sections of the form accurately and thoroughly.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency to the public and the IRS about a tax-exempt organization's financial activities, governance practices, and compliance with tax laws. It serves to inform stakeholders and maintain accountability.

What information must be reported on form 990?

Form 990 requires organizations to report information such as their mission and programs, financial statements including revenue and expenses, compensation of highest-paid employees, governance structure, and specific compliance issues.