Get the free Form 990

This form is used by tax-exempt organizations, including charities, to report their financial information and activities to the IRS. It includes details about the organization’s mission, revenue, expenses, governance, and compliance with tax regulations.

How to fill out form 990

How to fill out form 990

1. Gather financial information: Collect statements for income, expenses, assets, and liabilities.
2. Identify your organization's tax-exempt status: Ensure you have the necessary documentation regarding your 501(c)(3) or other exempt status.
3. Fill out the basic information: Include your organization's name, address, and Employer Identification Number (EIN).
4. Complete the revenue section: Report all sources of income and revenue received by your organization.
5. Fill in expenses: Include all operational costs, program expenses, and any other outlays your organization incurred.
6. Provide information on net assets: Report your total assets, liabilities, and net assets or fund balances.
7. Include governance details: List board members, key employees, and other relevant governance information.
8. Schedule A: Complete this for organizations exempt under section 501(c)(3) to provide additional information.
9. Review and sign: Ensure accuracy throughout the form and have an authorized person sign the document.
10. Submit the form: Send your completed Form 990 to the IRS by the deadline, which is usually 15th day of the 5th month after your organization's year-end.

Who needs form 990?

1. Non-profit organizations with gross receipts over $200,000 or total assets over $500,000 are required to file Form 990.
2. Smaller non-profits with gross receipts under $200,000 may need to file Form 990-EZ or Form 990-N (e-Postcard).
3. Certain organizations, such as private foundations, must file Form 990-PF.

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What is form 990?

Form 990 is an annual reporting return that certain tax-exempt organizations, non-profit organizations, and charities must file with the IRS to provide information about their finances, activities, and governance.

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 those with gross receipts over a certain threshold, are generally required to file Form 990.

How to fill out form 990?

To fill out Form 990, organizations must gather financial data, including income, expenses, assets, and liabilities, and report this information in the appropriate sections. Detailed instructions are provided by the IRS, and it is advisable to use the form's online version or software for easier completion.

What is the purpose of form 990?

The purpose of Form 990 is to promote transparency and accountability among tax-exempt organizations by providing the IRS and the public with insights into the organization's financial health, operations, and governance practices.

What information must be reported on form 990?

Form 990 requires reporting of various financial information, including total revenue, expenses, assets, liabilities, compensation of highest-paid employees, details of program services, significant contributions, and governance practices.