Get the free Form 990

This form is an annual information return that organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code must file. It provides information about the organization’s mission, activities, governance, and financial data.

How to fill out form 990

How to fill out form 990

1. Determine the appropriate version of Form 990 to use based on your organization's size and type.
2. Gather your organization's financial statements, including balance sheets and income statements.
3. Fill out the organization's identification section, including the name, address, and employer identification number (EIN).
4. Complete the revenue section by listing all sources of income.
5. Fill out the expenses section, detailing how funds were spent during the year.
6. Report on the organization's program services, including descriptions and accomplishments.
7. Disclose any relationships and transactions with related organizations and individuals.
8. Review and complete all schedules that are applicable to your organization.
9. Ensure all sections are correctly filled and all necessary signatures are included.
10. Submit the completed Form 990 by the due date, either electronically or via mail.

Who needs form 990?

1. Tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000.
2. Organizations with gross receipts between $50,000 and $200,000 may file Form 990-EZ.
3. Private foundations must file Form 990-PF regardless of their size.
4. Certain smaller organizations can file Form 990-N (e-Postcard) if they have gross receipts under $50,000.

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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 Internal Revenue Service (IRS). It provides the IRS and the public with information about the organization's financial activities, governance, and compliance with tax regulations.

Who is required to file form 990?

Most tax-exempt organizations with gross receipts of $200,000 or more, or total assets of $500,000 or more, are required to file Form 990. Additionally, organizations that are private foundations must file Form 990-PF. Smaller organizations with gross receipts below certain thresholds may file Form 990-EZ or Form 990-N (e-Postcard) instead.

How to fill out form 990?

To fill out Form 990, organizations must gather their financial records, including income and expenses, asset information, and a list of board members. The form requires details about revenue sources, program services, compensation for officers, and fundraising activities. Organizations can complete the form by downloading it from the IRS website or using tax preparation software. It is advisable to consult a tax professional for assistance.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability in the nonprofit sector. It helps the IRS monitor tax-exempt organizations to ensure they are operating within the law and fulfilling their charitable purposes. Additionally, the form serves as a resource for donors, grantmakers, and the public to assess an organization's financial health and activities.

What information must be reported on form 990?

Form 990 requires organizations to report information such as their mission, programs, revenue and expenses, balance sheet items, compensation for highest-paid employees, governance practices, and any changes in their status. It also includes a schedule that details specific activities and financial conditions related to certain tax-exempt categories.