Get the free Form 990

This form is used by organizations that are exempt from income tax under 501(c)(3) or similar codes to report their financial information, including revenue, expenses, and activities related to their

How to fill out form 990

How to fill out form 990

1. Gather necessary financial records and supporting documents.
2. Understand the different sections of Form 990: Part I (Summary), Part II (Signature Block), Part III (Statement of Program Service Accomplishments), Part IV (Checklist of Required Schedules), Part V (Statements Regarding Other IRS Filings and Tax Compliance), and Schedules A through O as applicable.
3. Fill out Part I by summarizing the organization's mission, programs, and financial information.
4. Complete Part II by providing the signature of an authorized person.
5. Detail program accomplishments in Part III to show how the organization achieves its mission.
6. Answer the questions in Part IV to determine which schedules to attach.
7. Complete the required schedules based on the organization’s activities (e.g., Schedule A for public charities, Schedule B for contributions, etc.).
8. Review the documentation for accuracy, ensuring all financial data is up-to-date and correctly reflects the organization's activities.
9. Sign and date the form before submission.
10. File Form 990 electronically through the IRS e-file system or mail it to the appropriate address based on the organization's location.

Who needs form 990?

1. Tax-exempt organizations with gross receipts over $200,000 or total assets over $500,000 need to file Form 990.
2. Nonprofit organizations that are classified as 501(c)(3), 501(c)(4), and other types of tax-exempt entities.
3. Organizations that have chosen to file voluntarily, even if they do not meet threshold requirements.

For pdfFiller’s FAQs

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

Use the pdfFiller mobile app to complete and sign form 990 on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

How do I edit form 990 on an iOS device?

Use the pdfFiller app for iOS to make, edit, and share form 990 from your phone. Apple's store will have it up and running in no time. It's possible to get a free trial and choose a subscription plan that fits your needs.

How do I edit form 990 on an Android device?

The pdfFiller app for Android allows you to edit PDF files like form 990. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.

What is form 990?

Form 990 is an annual information return that must be filed by tax-exempt organizations, detailing their financial information, governance, and operational activities.

Who is required to file form 990?

Most tax-exempt organizations, including charities and non-profits with annual gross receipts of $200,000 or more, or total assets of $500,000 or more, are required to file Form 990.

How to fill out form 990?

Form 990 can be filled out using the IRS guidelines, which include providing financial data, organizational details, and necessary disclosures about governance, while ensuring all instructions are followed for accuracy.

What is the purpose of form 990?

The purpose of Form 990 is to provide the IRS and the public with information about a tax-exempt organization's financial health, governance, and activities, promoting transparency and accountability.

What information must be reported on form 990?

Form 990 requires organizations to report information such as revenue, expenses, assets, liabilities, governance structure, major programs, and details about key employees and board members.