Get the free Form 990

The document is a detailed report required for tax-exempt organizations to provide information about their mission, financial status, governance, and activities for the year ended December 31, 2023.

How to fill out form 990

How to fill out form 990

1. Gather necessary financial information for the organization, including income, expenses, and assets.
2. Determine the fiscal year the form will cover.
3. Complete the basic information section, including the organization's name, address, and Employer Identification Number (EIN).
4. Fill out Part I (Summary) with key information from the rest of the form.
5. Complete Part II (Signature Block) with the signature of an authorized individual.
6. Provide detailed financial statements in Part VIII (Statement of Revenue) and Part IX (Statement of Functional Expenses).
7. Complete Part X (Balance Sheet) to report the organization's assets and liabilities.
8. Complete any additional schedules required for specific activities of the organization.
9. Review the completed form for accuracy and compliance with IRS guidelines.
10. Submit Form 990 to the IRS by the due date, either electronically or via mail.

Who needs form 990?

1. Non-profit organizations with gross receipts over $200,000 or total assets over $500,000.
2. Tax-exempt organizations that are required to file with the IRS.
3. Public charities, private foundations, and certain other tax-exempt organizations.

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What is form 990?

Form 990 is an annual reporting return required by the Internal Revenue Service (IRS) for certain tax-exempt organizations to provide information about their activities, governance, and detailed financial information.

Who is required to file form 990?

Tax-exempt organizations with annual gross receipts of $200,000 or more, or total assets of $500,000 or more, are required to file Form 990. Smaller organizations may file Form 990-EZ or Form 990-N, depending on their gross receipts.

How to fill out form 990?

To fill out Form 990, organizations must gather financial records, governance policies, and program service information, and then complete the form in accordance with IRS instructions, ensuring accuracy and completeness before submitting it electronically or by mail.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency about the financial activities and governance of tax-exempt organizations, allowing the IRS and the public to evaluate their compliance with tax laws and their commitment to their missions.

What information must be reported on form 990?

Form 990 requires reporting on financial statements, compensation of officers and highest-paid employees, program service accomplishments, governance practices, and any potential conflicts of interest, among other information.