Get the free Form 990

This form is used by tax-exempt organizations to report their financial information to the IRS and disclose their charitable activities and expenditures.

How to fill out form 990

How to fill out form 990

1. Gather necessary financial information for your organization, including income, expenses, and assets.
2. Obtain your organization's Employer Identification Number (EIN).
3. Download Form 990 from the IRS website or use tax software that includes Form 990.
4. Fill out the basic identifying information, including your organization's name, address, and EIN.
5. Complete the financial statements sections, which typically include revenue, expenses, and balance sheets.
6. Fill out the governance, management, and disclosure sections to provide information about your organization's board and policies.
7. Answer the functional expenses section, detailing how your organization allocates its expenses.
8. Review the schedule requirements, as certain organizations may need to complete additional schedules based on their activities.
9. Sign and date the form to certify its validity.
10. File Form 990 electronically or by mail, ensuring it is submitted by the due date.

Who needs form 990?

1. Tax-exempt organizations with annual gross receipts of $200,000 or more or total assets of $500,000 or more.
2. Tax-exempt organizations that are part of a group that has annual gross receipts of $200,000 or more or total assets of $500,000 or more.
3. Organizations that are required to file Form 990 instead of those that are eligible for the simpler Form 990-EZ or Form 990-N (e-Postcard).

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What is form 990?

Form 990 is an annual information return that most tax-exempt organizations, including charities and nonprofit organizations, in the United States are required to file with the Internal Revenue Service (IRS). It provides financial information about the organization and allows the IRS to ensure compliance with tax laws.

Who is required to file form 990?

Generally, tax-exempt organizations with gross receipts of $200,000 or more or total assets of $500,000 or more are required to file Form 990. Smaller organizations may be eligible to file Form 990-EZ or Form 990-N (e-Postcard) depending on their annual revenue.

How to fill out form 990?

Filling out Form 990 involves providing detailed financial information, including revenue, expenses, balance sheet data, and governance practices. Organizations must ensure that all requested information is accurate and complete, and the form should be filed electronically or by mail with the IRS by the designated deadline.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency to the public about the financial activities of tax-exempt organizations. It helps the IRS evaluate a nonprofit's compliance with tax regulations and allows stakeholders, including donors and the public, to assess the fiscal health and governance of the organization.

What information must be reported on form 990?

Form 990 requires organizations to report information such as their mission statement, programs, financial statements, compensation for key employees, governance policies, and a summary of expenditures. Specific line items include total revenue, expenses, net assets, and program service accomplishments.