Get the free Form 990

This form is a return of organization exempt from income tax, providing detailed financial information about the organization including revenue, expenses, assets, and liabilities, as well as information

How to fill out form 990

How to fill out form 990

1. Gather all financial records and information related to the nonprofit organization's income, expenses, and activities for the year.
2. Begin filling out the basic information section, including the organization's name, address, and Employer Identification Number (EIN).
3. Complete the revenue section by detailing all sources of income, including donations, grants, and program service revenue.
4. Fill out the expense section by listing out all costs incurred by the nonprofit, categorizing them into functional expenses like program, management, and fundraising.
5. Provide details on the organization's programs and accomplishments during the reporting period in the narrative section.
6. Include the balance sheet to report the organization's assets, liabilities, and net assets.
7. Review the governance section to ensure proper disclosure of the board of directors and key staff members.
8. Attach any necessary schedules, such as Schedule A (Public Charity Status) or Schedule B (Contributors), if applicable.
9. Sign and date the form after reviewing all the information for accuracy.
10. Submit the completed form 990 to the IRS by the specified deadline, typically the 15th day of the 5th month after the end of the organization's tax year.

Who needs form 990?

1. Nonprofit organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code and have gross receipts of $200,000 or more are required to file Form 990 annually.
2. Organizations with gross receipts under $200,000 may file Form 990-EZ, while some smaller nonprofits may qualify to file Form 990-N (e-Postcard).
3. Form 990 is also needed by foundations, charities, and other organizations seeking federal tax-exempt status and must be made available for public inspection.

For pdfFiller’s FAQs

How do I fill out the form 990 form on my smartphone?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign form 990 and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

How do I complete form 990 on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your form 990 by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

Can I edit form 990 on an Android device?

With the pdfFiller Android app, you can edit, sign, and share form 990 on your mobile device from any place. All you need is an internet connection to do this. Keep your documents in order from anywhere with the help of the app!

What is form 990?

Form 990 is an annual reporting return that organizations exempt from income tax under section 501(c) of the Internal Revenue Code must file with the IRS. It provides information about the organization's programs, finances, and governance.

Who is required to file form 990?

Most tax-exempt organizations, including charities and non-profits, with gross receipts over $200,000 or total assets over $500,000 are required to file Form 990. Smaller organizations may be eligible to file Form 990-EZ or Form 990-N.

How to fill out form 990?

To fill out Form 990, organizations must gather financial and operational information, follow the instructions provided by the IRS for each section of the form, and ensure all required schedules are completed. It's often beneficial to seek assistance from a tax professional.

What is the purpose of form 990?

The purpose of Form 990 is to provide the IRS and the public with information on the financial condition, activities, and governance of non-profit organizations, thereby promoting transparency and accountability.

What information must be reported on form 990?

Form 990 requires organizations to report details such as their mission, programs, financial statements, revenue sources, expenses, and information about governance and management practices.