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, excluding private foundations. It includes information about income,

How to fill out form 990

How to fill out form 990

1. Gather your organization's financial statements for the year.
2. Collect information on your organization's mission, programs, and structure.
3. Obtain the necessary details about your revenue, expenses, and assets.
4. Fill out the basic information section, including your organization’s name, address, and tax ID.
5. Complete the statement of revenue section by reporting all sources of income.
6. Fill out the statement of functional expenses detailing costs related to programs, administration, and fundraising.
7. Provide a balance sheet showing the organization’s assets, liabilities, and net assets.
8. Include a summary of your organization’s programs and their impact.
9. Review the form for accuracy and completeness.
10. Submit the completed Form 990 to the IRS by the due date, typically the 15th day of the 5th month after the end of your fiscal year.

Who needs form 990?

1. Form 990 needs to be filed by tax-exempt organizations, including charities, nonprofits, and other organizations recognized by the IRS, that have gross receipts over $200,000 or total assets exceeding $500,000.

For pdfFiller’s FAQs

How can I manage my form 990 directly from Gmail?

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign form 990 and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.

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.

Can I edit form 990 on an Android device?

You can make any changes to PDF files, such as form 990, with the help of the pdfFiller mobile app for Android. Edit, sign, and send documents right from your mobile device. Install the app and streamline your document management wherever you are.

What is form 990?

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

Who is required to file form 990?

Generally, tax-exempt organizations, including charitable organizations, nonprofit organizations, and others that are recognized as tax-exempt under IRS rules, are required to file Form 990. Exceptions include certain small organizations and churches.

How to fill out form 990?

Form 990 can be filled out by gathering the required financial data, including income, expenses, and details about governance. Organizations should follow the instructions provided with the form, often using accounting software or consulting with a tax professional to ensure accuracy.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency and accountability for tax-exempt organizations. It helps the IRS monitor compliance with tax laws and offers the public insight into the organization's financial and operational practices.

What information must be reported on form 990?

Form 990 requires reporting on various aspects such as the organization's mission, program accomplishments, revenue sources, expenses, executive compensation, governance structure, and financial statements for the fiscal year.