Get the free Form 990

This form is used by organizations that are exempt from income tax under section 501(c)(3), 527, or 4947(a)(1) of the Internal Revenue Code to report their finances, revenue, expenses, and services provided during the tax year.

How to fill out form 990

How to fill out form 990

1. Gather necessary financial documents, such as income statements, balance sheets, and prior year tax returns.
2. Determine the correct version of Form 990 to fill out based on your organization's size and revenue.
3. Complete the basic information section, including the organization’s name, address, and Employer Identification Number (EIN).
4. Provide a description of the organization’s mission and main activities.
5. Fill out the income section, detailing revenue sources, including donations, grants, and program income.
6. Report expenses related to fundraising, administrative costs, and program services.
7. Complete the balance sheet, reporting assets, liabilities, and net assets.
8. Answer questions regarding governance, policies, and compliance with various regulations.
9. Attach any required schedules based on the activities of the organization, such as Schedule A for public charity status.
10. Review the completed form for accuracy and have it signed by an authorized person before submission.

Who needs form 990?

1. Tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000 are required to file Form 990.
2. Smaller organizations that have gross receipts over $50,000 must file Form 990-EZ or the simpler Form 990-N (e-Postcard).
3. Nonprofits seeking to maintain tax-exempt status and transparency to donors may also consider filing Form 990, regardless of income.

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What is form 990?

Form 990 is an annual reporting form that certain tax-exempt organizations in the United States must file with the IRS. It provides information about the organization's mission, programs, and finances.

Who is required to file form 990?

Tax-exempt organizations with annual gross receipts over $200,000 or total assets over $500,000 are required to file Form 990. Smaller organizations may file Form 990-EZ or Form 990-N.

How to fill out form 990?

To fill out Form 990, organizations must gather financial information, complete the required sections regarding their operations and governance, and ensure compliance with IRS regulations. It's advisable to consult a tax professional.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and information to the public about the financial health and activities of tax-exempt organizations, ensuring accountability and proper use of public donations.

What information must be reported on form 990?

Organizations must report information such as their mission statement, revenue and expenses, balance sheet data, compensation of highest-paid employees, governance practices, and details about programs and services.