Get the free Form 990

Form 990 is an informational tax form that most tax-exempt organizations must file annually with the IRS. This form provides information about the organization’s mission, programs, and finances.

How to fill out form 990

How to fill out form 990

1. Gather necessary documents: Collect financial statements, records of income and expenses, and details of program activities.
2. Identify the appropriate form: Determine if you need to file Form 990, 990-EZ, or 990-N based on your organization's size and revenue.
3. Complete the organization's information: Fill in the organization's name, address, and Employer Identification Number (EIN).
4. Report revenue: Include all sources of revenue, such as donations, grants, and program service income.
5. List expenses: Provide detailed information about the organization's expenses, categorized into different types.
6. Detail program services: Describe the organization's programs and how they address its mission.
7. Provide balance sheet information: Report assets, liabilities, and net assets as of the end of the fiscal year.
8. Review governance and compliance: Answer questions about the organization’s board composition and policies.
9. Sign and date the form: Ensure that the form is signed by an authorized individual (usually an officer of the organization).
10. File the form: Submit the completed Form 990 to the IRS by the due date, which is typically the 15th day of the 5th month after the end of the fiscal year.

Who needs form 990?

1. Nonprofit organizations with gross receipts exceeding $200,000 or total assets over $500,000 at the end of the year.
2. Organizations that are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.
3. Certain smaller nonprofits may only need to file Form 990-N (e-Postcard) if their gross receipts are normally $50,000 or less.

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What is form 990?

Form 990 is an informational tax form that tax-exempt organizations, non-profits, and charities are required to file with the IRS annually to provide information about their operations, finances, and compliance with tax laws.

Who is required to file form 990?

Organizations that are tax-exempt under Section 501(c) of the Internal Revenue Code with gross receipts of $200,000 or more, or total assets of $500,000 or more, must file Form 990. Smaller organizations may be eligible to file Form 990-EZ or Form 990-N (e-Postcard).

How to fill out form 990?

To fill out Form 990, organizations must gather financial records, details about their programs, and information about their governance. They must then complete the form using the IRS instructions, providing details on revenue, expenses, and program accomplishments.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations by disclosing their financial activities and ensuring compliance with federal tax regulations. It also helps the public evaluate the operational effectiveness of non-profits.

What information must be reported on form 990?

Form 990 requires reporting of various information, including the organization's mission, programs, financial statements, revenue sources, executive compensation, board of directors, and any significant changes in the organization over the year.