Get the free Form 990

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) to report financial information and activities

How to fill out form 990

How to fill out form 990

1. Gather necessary financial documents including income statements, balance sheets, and expense reports.
2. Download the Form 990 from the IRS website or obtain a physical copy.
3. Fill out the organization’s information such as name, address, and EIN at the top of the form.
4. Report revenue by categories such as contributions, program service revenue, and investment income in the relevant sections.
5. Detail expenses in the provided sections, categorizing them accurately by types such as program services, management, and fundraising.
6. Complete the statement of functional expenses to provide a detailed breakdown of expenditures.
7. Fill out the balance sheet to report the organization’s assets, liabilities, and net assets.
8. Provide additional information as required in the schedules, such as Schedule A for public charity status or Schedule B for contributors.
9. Review the completed form for accuracy and ensure all required signatures are included.
10. File the Form 990 electronically through the IRS e-file system or submit it via mail by the due date.

Who needs form 990?

1. Non-profit organizations with gross receipts of $200,000 or more in a year.
2. Non-profit organizations with total assets of $500,000 or more.
3. 501(c)(3) organizations that are required to provide financial information to maintain tax-exempt status.
4. Smaller non-profit organizations may also need to file Form 990-N (e-Postcard) or Form 990-EZ based on their revenue and assets.

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What is form 990?

Form 990 is an annual reporting return that tax-exempt organizations, non-profit organizations, and certain other organizations must file with the Internal Revenue Service (IRS) in the United States. It provides information on the organization's mission, programs, and finances.

Who is required to file form 990?

Organizations that are recognized as tax-exempt under section 501(c)(3) or other sections of the Internal Revenue Code are generally required to file Form 990 if their gross receipts exceed a certain threshold, or if they are required to file other forms as part of their regulatory obligations.

How to fill out form 990?

To fill out Form 990, organizations must gather financial statements, information about their programs and activities, and details about their governance. They can complete the form using the IRS instructions for Form 990, which guide them step-by-step through the reporting requirements.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency regarding the financial activities and governance of tax-exempt organizations. It helps the IRS and the public to understand how these organizations operate and how they use their resources.

What information must be reported on form 990?

Form 990 requires organizations to report information including revenue, expenses, net assets, executive compensation, program accomplishments, contributions, grants, and governance policies, among other financial and operational details.