Get the free Form 990

This form is used by organizations exempt from income tax under section 501(c) to report their financial information, including revenue, expenses, and the status of their tax-exempt activities.

How to fill out form 990

How to fill out form 990

1. Gather all necessary financial records and documents including income statements, balance sheets, and prior year Form 990 copies.
2. Access the Form 990 from the IRS website or your accounting software.
3. Fill out the organization's basic information in Part I, including the name, address, and Employer Identification Number (EIN).
4. Complete Part II for the organization's principal activities, including descriptions of your mission and programs.
5. Enter revenue data in Part III, detailing contributions, program service revenue, and any other income sources.
6. Fill out Part IV with functional expenses, breaking down costs into specific categories like program services, management, and fundraising.
7. Complete Part V by indicating the organization’s balance sheet information, including assets and liabilities.
8. Answer additional questions and narratives outlined in Part VI regarding governance, policies, and compliance.
9. Review the completed form for accuracy and completeness.
10. Sign and date the form, ensuring that an authorized official reviews it before submission.
11. File the Form 990 electronically or by mail, depending on the organization’s size and requirements.

Who needs form 990?

1. Non-profit organizations and tax-exempt entities that have gross receipts of $200,000 or more, or total assets of $500,000 or more at the end of the year are required to file Form 990.
2. Smaller organizations with gross receipts below these thresholds may file Form 990-EZ or Form 990-N (e-Postcard), depending on their specifics.

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What is form 990?

Form 990 is an annual information return that some tax-exempt organizations in the United States are required to file with the Internal Revenue Service (IRS). It provides detailed information about the organization's mission, program activities, and finances.

Who is required to file form 990?

Organizations that are tax-exempt under Section 501(c)(3) and certain other sections of the IRS code are generally required to file Form 990, unless they meet specific criteria for exceptions, such as being a smaller organization with gross receipts below a certain threshold.

How to fill out form 990?

To fill out Form 990, organizations need to gather financial statements, information about their mission and activities, and details regarding governance and procedures. They can complete the form using IRS guidelines, available templates, or tax software, ensuring that all sections are thoroughly completed and that supporting schedules are included where required.

What is the purpose of form 990?

The purpose of Form 990 is to provide transparency regarding the financial health and activities of tax-exempt organizations. It allows the IRS and the public to assess how these organizations operate, how they spend their funds, and whether they are complying with tax laws.

What information must be reported on form 990?

Form 990 requires the reporting of various information, including the organization's mission, program accomplishments, revenue, expenses, net assets, governance structure, and compensation of key employees and board members.