Get the free Form 990

This form is a tax return for organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code, and is used to provide information about the organization’s

How to fill out form 990

How to fill out form 990

1. Download Form 990 from the IRS website or obtain a copy from a tax professional.
2. Ensure your organization qualifies under the required tax-exempt status.
3. Fill out the basic information section, including the organization's name, address, and EIN.
4. Complete Part I – Summary, which provides a snapshot of the organization's financial situation.
5. Fill out Part II – Signature Block, including the signature of an authorized person.
6. Complete Part III – Grants and Contributions, detailing any requests or grants made.
7. Fill out Part IV – Governance, providing information on the board of directors and governance policies.
8. Complete Part V – Financial Statements, which details the organization's financial activities.
9. Attach any required schedules that pertain to your organization’s specific activities.
10. Review the entire form for accuracy before submission.
11. Submit Form 990 electronically or by mail, following IRS guidelines.

Who needs form 990?

1. 501(c)(3) organizations, which are charitable organizations exempt from federal income tax.
2. Certain other tax-exempt organizations under sections 501(c)(4), 501(c)(5), and 501(c)(6).
3. Organizations with gross receipts of $200,000 or more and/or total assets of $500,000 or more.
4. Organizations that are required to file an annual information return for transparency and accountability.

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What is form 990?

Form 990 is an annual information return that tax-exempt organizations in the United States must file with the Internal Revenue Service (IRS). It provides financial information about the organization's activities, governance, and compensation.

Who is required to file form 990?

Most tax-exempt organizations, including charities, non-profits, and certain other organizations with gross receipts of $200,000 or more, or total assets of $500,000 or more at the end of the year are required to file Form 990. Smaller organizations may be eligible to file a shorter version called Form 990-EZ or Form 990-N.

How to fill out form 990?

To fill out Form 990, organizations must gather financial records, information on governance, and details of programs and activities. The form requires listing revenue, expenses, and functional expenses, along with balance sheet items. It can be filled out electronically or on paper, and organizations should ensure accuracy and completeness before submission.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations. It allows the IRS and the public to assess the financial health and activities of these organizations, ensuring they operate in accordance with their tax-exempt status.

What information must be reported on form 990?

Form 990 requires reporting on a variety of information, including the organization’s mission, program services, revenue and expenses, details about compensation for highest-paid employees, compliance with federal regulations, and any governance practices. It also includes a balance sheet and statements on financial position.