Get the free Form 990

This form is required for organizations exempt from income tax under section 501(c)(3), detailing their financial activities, governance, and compliance with tax regulations.

How to fill out form 990

How to fill out form 990

1. Gather necessary financial information for the organization, including income, expenses, assets, and liabilities.
2. Complete Part I: Summary of Revenue and Program Service Accomplishments.
3. Fill out Part II: Statement of Program Service Accomplishments, detailing the activities undertaken by the organization.
4. Complete Part III: Functional Expense statement, categorizing expenses into program, management, and fundraising.
5. Input information for Part IV: Balance Sheet, including the organization’s assets and liabilities.
6. Fill out Part V: Reconciliation of Net Assets, if applicable.
7. Provide information for Part VI: Governance, Management, and Disclosure, detailing the organization's board and policies.
8. Complete Part VII: Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors.
9. Review Parts VIII through XI: Revenue and Expense, including schedules for specialized topics.
10. Sign and date the form, ensuring all information is accurate and complete.

Who needs form 990?

1. Tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000 at the end of the year.
2. Smaller tax-exempt organizations with gross receipts of $50,000 or less are required to file Form 990-N (e-Postcard).
3. Organizations seeking transparency and accountability to donors and the public.
4. Foundations that are required to file a Form 990-PF.

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What is form 990?

Form 990 is an annual information return that most tax-exempt organizations must file with the IRS to provide information about their activities, governance, and financial status.

Who is required to file form 990?

Organizations that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code, along with most other tax-exempt entities, are required to file Form 990, unless they fall under specific exceptions based on size or type.

How to fill out form 990?

Form 990 can be filled out either electronically using IRS-approved software or by hand. Organizations must provide detailed financial information, including revenue, expenses, and program services, and answer questions about governance, compliance, and activities.

What is the purpose of form 990?

The purpose of Form 990 is to promote transparency and accountability in the nonprofit sector by providing the IRS and the public with information about the organization's finances and operations.

What information must be reported on form 990?

Form 990 requires organizations to report financial data such as income, expenses, net assets, compensation of key employees, program service accomplishments, and other information related to governance and compliance.