Get the free Form 990

Annual return filed by organizations exempt from income tax under section 501(c) of the Internal Revenue Code. This form requires organizations to report their financial information to the IRS, including details on revenue, expenses, and activities undertaken during the year.

How to fill out form 990

How to fill out form 990

1. Gather your organization's financial statements for the year, including balance sheets and income statements.
2. Prepare the organization’s mission statement and a list of major activities.
3. Fill in Part I of Form 990 with basic information about the organization, including its name, address, and tax identification number.
4. Complete the summary section that provides a snapshot of the organization’s revenue, expenses, and net assets.
5. Report revenue sources in Part VIII, including contributions, program service revenue, and investment income.
6. Itemize expenses in Part IX, categorized by functional expenses such as program services and administrative costs.
7. Complete the balance sheet in Part X to show the organization’s assets, liabilities, and net assets.
8. Fill out Part VI regarding governance and management to describe how the organization is governed.
9. Answer questions in Part VII related to the compensation of officers, directors, and key employees.
10. Review the entire form for accuracy and completeness before filing.

Who needs form 990?

1. Non-profit organizations with gross receipts over $200,000, or total assets exceeding $500,000 must file Form 990.
2. Organizations that are tax-exempt under IRS Section 501(c)(3) or other sections require Form 990 for transparency.
3. Some smaller organizations with gross receipts over $50,000 may need to file Form 990-N (e-Postcard).
4. Foundations and some charitable trusts also need to file Form 990 or 990-PF depending on their classification.

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What is form 990?

Form 990 is a tax form that provides the Internal Revenue Service (IRS) with an overview of the financial activities of tax-exempt organizations in the United States, including non-profit organizations and charities.

Who is required to file form 990?

Organizations that are tax-exempt under section 501(c)(3) or other sections of the Internal Revenue Code, with gross receipts over a certain threshold (generally $200,000) or total assets over $500,000, are required to file Form 990.

How to fill out form 990?

To fill out Form 990, organizations must report financial data, including revenue, expenses, and net assets, along with information about their mission, governance, and programs. It's recommended to use IRS guidelines and possibly consult with a tax professional.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations, ensuring that they operate within the law and serve the public interest.

What information must be reported on form 990?

Form 990 requires reporting on an organization's mission, programs, governance structure, financial statements, revenue sources, expenses, and the compensation of highest-paid employees and contractors.