Get the free Form 990

This document is the tax return for the United Way of Southwest Virginia for the fiscal year ending June 30, 2023. It includes detailed financial information regarding the organization\'s revenue,

How to fill out form 990

How to fill out form 990

1. Gather necessary information: Collect financial statements, statement of accomplishments, and list of board members.
2. Download the Form 990: Obtain the form from the IRS website or consult a tax professional.
3. Fill out general information: Complete the basic identifying information at the top of the form.
4. Report revenue: Enter the organization's total revenue and contributions received.
5. Report expenses: Detail the organization's expenses for the year, including program services, management, and fundraising.
6. Provide compensation information: List the highest compensated employees and contractors, if applicable.
7. Complete schedules: Fill out additional schedules as required based on the organization’s activities.
8. Review and double-check: Ensure all information is accurate and complete before submission.
9. File the form: Submit the completed Form 990 by the due date, either electronically or via mail.

Who needs form 990?

1. Tax-exempt organizations with gross receipts of $200,000 or more.
2. Tax-exempt organizations with total assets of $500,000 or more.
3. Organizations that choose to report or disclose certain financial activities.
4. Churches and certain religious organizations may avoid filling out Form 990.

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What is form 990?

Form 990 is an annual reporting return that certain tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations must file with the IRS. It provides the IRS and the public with information about the organization's mission, programs, and finances.

Who is required to file form 990?

Organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code, as well as other tax-exempt entities like certain charities and non-profit organizations, are required to file Form 990 if their annual gross receipts exceed $200,000 or if their total assets exceed $500,000.

How to fill out form 990?

To fill out Form 990, organizations must provide details regarding their revenue and expenses, total net assets, program service accomplishments, governance structure, and compensation for the highest-paid employees. It is essential to follow the instructions provided by the IRS and utilize the correct version of the form.

What is the purpose of form 990?

The purpose of Form 990 is to ensure transparency and accountability in nonprofit organizations by providing a comprehensive overview of their financial activities and governance practices to the IRS and the public.

What information must be reported on form 990?

Form 990 requires reporting of details such as the organization’s mission, program services, revenue, expenses, net assets, compensation of highest-paid employees, details on governance, and disclosure of any significant changes in the organization during the year.