Get the free Form 990

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial activities to the IRS and provide a summary

How to fill out form 990

How to fill out form 990

1. Gather necessary financial statements and records from the previous year.
2. Fill out the organization’s basic information in Part I, including the organization's name, address, and employer identification number (EIN).
3. Complete Part II by providing information about the principal officer, governing body, and the purpose of the organization.
4. In Part III, summarize the organization's mission and major accomplishments.
5. Move to Part IV to detail the organization's revenue, including contributions, grants, and program services.
6. In Part V, record the expenses related to programs, management, and fundraising activities.
7. Fill out Part VI to provide information on the organization’s balance sheet, reporting assets, liabilities, and net assets.
8. Complete Part VII, detailing governance and policies, such as conflict of interest policy and the process for selecting directors.
9. Review Part VIII for any additional information required, including any tax-exempt status or foreign activities.
10. Finally, sign and date the form, then submit to the IRS by the due date, ensuring compliance with all filing requirements.

Who needs form 990?

1. Form 990 is needed by tax-exempt organizations, including charities, foundations, and non-profits, to report their financial information and comply with IRS regulations.

For pdfFiller’s FAQs

How can I send form 990 to be eSigned by others?

When your form 990 is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.

Where do I find form 990?

The premium pdfFiller subscription gives you access to over 25M fillable templates that you can download, fill out, print, and sign. The library has state-specific form 990 and other forms. Find the template you need and change it using powerful tools.

Can I edit form 990 on an iOS device?

You can. Using the pdfFiller iOS app, you can edit, distribute, and sign form 990. Install it in seconds at the Apple Store. The app is free, but you must register to buy a subscription or start a free trial.

What is form 990?

Form 990 is an annual information return that tax-exempt organizations in the U.S. are required to file with the Internal Revenue Service (IRS). It provides a comprehensive overview of the organization's programs, governance, and finances.

Who is required to file form 990?

Tax-exempt organizations, including charities and non-profits, with gross receipts over a certain threshold (typically $200,000 or more) or 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 report their revenue, expenses, assets, and liabilities, along with details about their programs and governance. It is typically filled out using IRS guidelines and may require financial statements and supporting documentation.

What is the purpose of form 990?

The purpose of Form 990 is to ensure transparency and accountability among tax-exempt organizations by providing the IRS and the public with essential information about their operations, finances, and compliance with tax laws.

What information must be reported on form 990?

Form 990 requires organizations to report a variety of information, including their mission, programs, revenues, expenses, salaries of top officials, balance sheet, and details about governance and compliance with legal requirements.