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This document is the IRS Form 990, which is an annual reporting return that tax-exempt organizations must file with the IRS. It provides the IRS and the public with financial information about the

How to fill out form 990

How to fill out form 990

1. Gather the organization's financial records for the year.
2. Complete the basic identifying information, including the organization's name, address, and Employer Identification Number (EIN).
3. Fill out the balance sheet, reporting the organization's assets, liabilities, and net assets.
4. Complete the statement of revenue, detailing all sources of income, including donations, grants, and other revenue.
5. Provide a detailed list of functional expenses, categorizing expenses by program services, management, and fundraising.
6. Include any required schedules (e.g., Schedule A for public charity status, Schedule B for contributors) as applicable to the organization.
7. Review the completed form for accuracy and compliance with IRS requirements.
8. Have the form signed by an authorized individual, typically an officer of the organization.
9. File the completed Form 990 electronically with the IRS by the due date.

Who needs form 990?

1. Nonprofit organizations with gross receipts of $200,000 or more or total assets of $500,000 or more.
2. Tax-exempt organizations that choose to file Form 990 instead of Form 990-EZ.
3. Certain smaller nonprofit organizations that are required to file Form 990-N (e-Postcard) if their revenues are below the thresholds.

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What is form 990?

Form 990 is an information return that tax-exempt organizations, non-exempt charitable trusts, and Section 527 political organizations are required to file with the IRS annually. It provides detailed financial information about the organization.

Who is required to file form 990?

Organizations that are tax-exempt under Section 501(c)(3) and other sections of the Internal Revenue Code, as well as non-exempt charitable trusts and Section 527 organizations, must file Form 990 if they meet the gross receipts or asset thresholds set by the IRS.

How to fill out form 990?

To fill out Form 990, organizations must gather financial records, including income, expenses, and balance sheet data. They will complete various sections of the form, including summary information, revenue and expenses, functional expenses, and additional schedules as applicable.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency to the public and the IRS about the financial activities of tax-exempt organizations. It helps ensure accountability by allowing stakeholders to see how funds are used.

What information must be reported on form 990?

Form 990 requires organizations to report information including revenue, expenses, changes in net assets, compensation for highest-paid employees, a list of the board of directors, and other financial details relevant to the organization’s operations.