Get the free Form 990

This document is a summary of financial information for the United Way of Greater Knoxville, including revenue, expenses, and program activities for the tax year ending March 31, 2024. It provides details on contributions, program service revenue, net assets, and various expenses incurred by the organization.

How to fill out form 990

How to fill out form 990

1. Gather financial records: Collect documents such as income statements, balance sheets, and relevant financial reports.
2. Identify your organization: Ensure you have your tax-exempt status information and the correct legal name of your organization.
3. Download the form: Obtain Form 990 from the IRS website or relevant software that supports IRS forms.
4. Complete basic information: Fill out Part I with your organization's name, address, and Employer Identification Number (EIN).
5. Report revenue: In Part VIII, detail your organization's revenue sources, including contributions, program service revenue, and investment income.
6. Detail expenses: Fill out Part IX to report total expenses, broken down into program services, management, and fundraising expenses.
7. Complete Part X: List your organization's end-of-year assets and liabilities to assess the financial health.
8. Answer governance questions: In Part VI, provide information about your governing body and management policies.
9. Review and verify: Go through all sections to ensure accuracy and completeness of the information.
10. Submit the form: File Form 990 electronically or by mail before the annual due date.

Who needs form 990?

1. Organizations exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code.
2. Non-profit organizations with gross receipts of $200,000 or more in a year.
3. Non-profit organizations with total assets of $500,000 or more at the end of the year.
4. Smaller charities may need to file a simpler version, Form 990-EZ or Form 990-N (e-Postcard).

For pdfFiller’s FAQs

How do I make edits in form 990 without leaving Chrome?

Adding the pdfFiller Google Chrome Extension to your web browser will allow you to start editing form 990 and other documents right away when you search for them on a Google page. People who use Chrome can use the service to make changes to their files while they are on the Chrome browser. pdfFiller lets you make fillable documents and make changes to existing PDFs from any internet-connected device.

How do I fill out the form 990 form on my smartphone?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign form 990 and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

How can I fill out form 990 on an iOS device?

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your form 990, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

What is form 990?

Form 990 is an annual reporting return that tax-exempt organizations, non-profits, and charities must file with the IRS. It provides detailed information about the organization's financial activities, governance, and compliance.

Who is required to file form 990?

Organizations that are recognized as tax-exempt under section 501(c) of the Internal Revenue Code and have gross receipts of $200,000 or more, or total assets of $500,000 or more at the end of the year, are required to file Form 990.

How to fill out form 990?

To fill out Form 990, organizations need to provide financial data, a summary of the organization’s mission and programs, and governance information. They can prepare the form using IRS instructions, online software, or by consulting with a tax professional.

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 and the public understand the financial health, operations, and governance of tax-exempt organizations.

What information must be reported on form 990?

Form 990 requires organizations to report information such as revenue, expenses, assets, liabilities, programs and accomplishments, governance policies, related party transactions, and compensation of key officials.