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Form 990 PUBLIC DISCLOSURE COPY STATE REGISTRATION NO. 1977467 Return of Organization Exempt From Income Tax A For the 2008 calendar year, or tax year beginning Check if applicable: Please use IRS

How to fill out 990 or form

How to fill out 990 or form:

1. Gather all necessary information and documents: Before starting to fill out the 990 or form, make sure you have all the relevant information at hand. This may include details about the organization's finances, activities, governance, and employees. Additionally, gather any supporting documents such as financial statements, reports, and schedules.
2. Review the instructions: The 990 or form comes with detailed instructions that provide guidance on how to accurately complete each section. It is essential to carefully read and understand these instructions before proceeding.
3. Fill out the basic information: Begin by providing the basic details of the organization, including its name, address, EIN (Employer Identification Number), and the tax year for which the form is being filed.
4. Complete Part I: This section requires information about the organization's mission, activities, and achievements during the tax year. You may need to describe the purpose and accomplishments of your organization, as well as provide details about any grants, scholarships, or awards given.
5. Provide financial information: Part II of the 990 or form focuses on the organization's financial data. This includes reporting revenue, expenses, assets, liabilities, and net assets. Accurate accounting records are crucial for this step, and it is advisable to consult with a professional accountant or tax specialist if needed.
6. Report governance and management: Part III of the 990 or form asks for details about the organization's governing body, including its board members or trustees. You will also need to provide information on any policies or procedures related to conflicts of interest, compensation, and whistleblower protections.
7. Complete additional schedules, if applicable: Depending on the nature of your organization and its financial activities, you may need to fill out additional schedules that provide further detail on specific topics. These schedules address areas such as grants and other assistance to individuals or organizations, fundraising events, foreign activities, and more.
8. Review and double-check: Once all sections and schedules are completed, review your responses thoroughly. Make sure all fields are filled accurately, calculations are correct, and there are no missing or inconsistent details. Attention to detail is crucial to ensure compliance with IRS requirements.

Who needs 990 or form:

1. Nonprofit organizations: 990 or Form 990-EZ is typically required to be filed by most tax-exempt organizations recognized under section 501(c) of the Internal Revenue Code. This includes charitable, educational, religious, scientific, and other types of nonprofit institutions.
2. Organizations with gross receipts above a certain threshold: Generally, organizations with gross receipts exceeding $200,000 or assets over $500,000 are required to file Form 990. Smaller organizations with gross receipts less than $200,000 and total assets less than $500,000 may be eligible to file the simplified 990-EZ or 990-N (e-Postcard) instead.
3. Private foundations: Private foundations, regardless of their size, are required to file Form 990-PF, which is specifically designed for these types of organizations.
4. Exceptions and special circumstances: Certain organizations like churches, religious organizations, and governmental entities may be exempt from filing Form 990. It is essential to review the requirements and consult with legal or tax professionals to determine the specific filing obligations based on your organization's status.

Please note that this is general information and should not be considered as legal or tax advice. It is always recommended to consult with professionals who are knowledgeable in nonprofit law and taxation when filling out the 990 or form.

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