Get the free Form 990

This document provides comprehensive financial information about Phillips Exeter Academy for the tax year ending June 30, 2022. It includes details regarding the organization\'s mission, governance, revenue, expenses, and various financial activities, including noncash contributions, fundraising efforts, and detailed program service accomplishments.

How to fill out form 990

How to fill out form 990

1. Gather your organization's financial statements and accounting records.
2. Download the Form 990 from the IRS website or obtain a copy from a tax professional.
3. Complete the organization's basic information section, including name, address, and tax ID number.
4. Fill out the financial data sections indicating revenue, expenses, and net assets.
5. Provide detailed information about the organization's mission, programs, and activities.
6. Complete Schedule A if your organization is a public charity, detailing your public support.
7. If applicable, complete any additional schedules, such as Schedule B for contributions.
8. Review the form for accuracy and completeness.
9. Sign and date the form, ensuring it is filed by the deadline, typically the 15th day of the 5th month after the end of your fiscal year.
10. Submit the form electronically or by mail to the appropriate IRS address.

Who needs form 990?

1. Non-profit organizations with gross receipts of $200,000 or more or total assets of $500,000 or more are required to file Form 990.
2. Smaller non-profit organizations with gross receipts between $50,000 and $200,000 must file Form 990-EZ.
3. Organizations that are tax-exempt and want to maintain their tax-exempt status need to file Form 990.

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What is form 990?

Form 990 is an annual information return that tax-exempt organizations in the United States must file with the IRS to provide information about their activities, governance, finances, and compliance with tax obligations.

Who is required to file form 990?

Tax-exempt organizations with gross receipts over a certain threshold (generally $200,000) or total assets exceeding $500,000 are required to file Form 990, including charities and certain nonprofits.

How to fill out form 990?

Form 990 can be filled out using detailed financial statements, governance documentation, and program information. Organizations can complete it on paper or electronically, usually using tax software or through a tax professional.

What is the purpose of form 990?

The purpose of Form 990 is to ensure transparency and accountability in tax-exempt organizations by providing the IRS and the public with information about their financial health, management practices, and programs.

What information must be reported on form 990?

Form 990 requires reporting of the organization's mission, programs, financial statements, revenue sources, expenses, executive compensation, and governance structures, among other key information.