Get the free Form 990

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) to report on their financial activities,

How to fill out form 990

How to fill out form 990

1. Gather all necessary financial information about your organization, including income, expenses, and assets.
2. Obtain the correct version of Form 990 from the IRS website.
3. Fill out the organization’s name, address, and Employer Identification Number (EIN) on the top of the form.
4. Complete Part I, which summarizes the organization's mission and key accomplishments.
5. Move on to Part II, detailing your program service accomplishments.
6. Fill out Part III to provide information on the organization's revenue.
7. Work through Part IV, which details the organization's expenses.
8. Complete Part V by providing detailed information about your organization’s balance sheet.
9. If applicable, complete the additional schedules that apply to your organization based on its activities.
10. Review the entire form for accuracy, ensuring all information is correct and complete.
11. Sign and date the form, then submit it to the IRS by the deadline.

Who needs form 990?

1. Nonprofit organizations with gross receipts of $200,000 or more or total assets of $500,000 or more must file Form 990.
2. Smaller organizations with gross receipts under these thresholds may be required to file Form 990-EZ or Form 990-N (e-Postcard).
3. Private foundations must file Form 990-PF.
4. Organizations seeking tax-exempt status must submit Form 990 as part of compliance and reporting requirements.

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What is form 990?

Form 990 is an annual information return that federally tax-exempt organizations in the United States must file with the IRS. It provides the government with data about the organization’s finances, activities, and governance.

Who is required to file form 990?

Organizations that are exempt from federal income tax under section 501(c)(3) or similar sections of the Internal Revenue Code, as well as certain other tax-exempt organizations, are required to file Form 990 if their annual gross receipts are $200,000 or more, or if their total assets are $500,000 or more.

How to fill out form 990?

To fill out Form 990, organizations need to gather their financial data, including income, expenses, and net assets. They must follow the form’s instructions, complete all required sections, and ensure accurate reporting before submitting it electronically or by mail to the IRS.

What is the purpose of form 990?

The purpose of Form 990 is to provide the IRS and the public with information about a nonprofit's finances, operations, and governance, enhancing transparency and accountability within the nonprofit sector.

What information must be reported on form 990?

Form 990 requires organizations to report information including but not limited to their financial statements, functional expenses, governance structure, compensation of highest-paid employees, programs and achievements, and compliance with public disclosure requirements.