Get the free Form 990

This document outlines the financial and operational details of The United Way of Southwestern Pennsylvania for the year 2023, highlighting program service accomplishments, financial statements, and

How to fill out form 990

How to fill out form 990

1. Obtain a copy of Form 990 from the IRS website.
2. Gather financial documents, including balance sheets and income statements.
3. Complete the basic information section, including organization name, address, and EIN.
4. Fill out the revenue section, detailing all sources of income for the year.
5. Report expenses in the appropriate sections, categorizing them according to IRS guidelines.
6. Provide information about the organization’s program services and accomplishments.
7. Complete the governance section, listing board members and their financial oversight roles.
8. Review the schedule for additional disclosures required based on your activities.
9. Double-check for accuracy and completeness before submitting.
10. File the form either electronically or by mail, keeping a copy for your records.

Who needs form 990?

1. Non-profit organizations with gross receipts over $200,000.
2. Public charities with total assets over $500,000.
3. Certain private foundations and other tax-exempt organizations.

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What is form 990?

Form 990 is an annual information return filed by tax-exempt organizations, non-profit organizations, and certain government entities to provide the IRS with information about their financial activities, programs, and governance.

Who is required to file form 990?

Organizations that are recognized as tax-exempt under section 501(c)(3) and other sections of the Internal Revenue Code are required to file Form 990, unless they fall under specific exceptions based on their revenue size or classification.

How to fill out form 990?

To fill out Form 990, organizations must gather financial data, operational information, and governance details. They then complete the form using the IRS instructions, ensuring accuracy and compliance with tax regulations.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations, allow the IRS to monitor their compliance with tax laws, and offer the public information about the organization's mission, activities, and financial performance.

What information must be reported on form 990?

Form 990 requires organizations to report financial statements, details about their programs, governance policies, executive compensation, contributions, expenditures, and other key operational data.