Get the free Form 990

This document is a tax return for organizations exempt from income tax under section 501(c) of the Internal Revenue Code. It provides detailed financial information about the organization, including

How to fill out form 990

How to fill out form 990

1. Gather financial statements for the year, including income, expenses, and balance sheets.
2. Collect information on the organization’s mission, governance, and activities.
3. Fill out the basic identification section, including the organization's name, address, and EIN.
4. Complete Part I, which summarizes the revenue and expenses.
5. Fill in Part II to report the organization’s functional expenses.
6. Provide information on the organization’s programs in Part III.
7. Answer governance questions in Part IV regarding the board and compensation.
8. Complete Part V to provide details on the organization’s officers, directors, and key employees.
9. Ensure all schedules (like Schedule B for contributors) are completed if applicable.
10. Review the entire form for accuracy and completeness before submission.

Who needs form 990?

1. 501(c)(3) tax-exempt organizations with annual gross receipts of $200,000 or more, or total assets of $500,000 or more.
2. Smaller tax-exempt organizations that have gross receipts of $50,000 or more.
3. Certain other nonprofit organizations required to file by their state authorities.

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What is form 990?

Form 990 is an informational tax form that tax-exempt organizations in the United States must file annually with the IRS. It provides the IRS and the public with information about the organization's activities, governance, and financial information.

Who is required to file form 990?

Tax-exempt organizations, including charities, non-profits, and certain other organizations, that 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. Smaller organizations may be able to file Form 990-EZ or Form 990-N instead.

How to fill out form 990?

To fill out Form 990, organizations must gather financial data, information about their mission and activities, governance details, and any required disclosures. They should carefully follow the instructions provided by the IRS for each section of the form, ensuring all information is accurate and complete before submitting it by the due date.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations. It helps the IRS monitor compliance with tax laws and allows the public to understand the organization's financial health and operations.

What information must be reported on form 990?

Form 990 requires organizations to report information such as revenues, expenses, net assets, executive compensation, program accomplishments, governance practices, and any significant changes in an organization's operations since the previous year. Specific schedules may apply depending on the organization’s activities.