Get the free Forms 990 / 990EZ Return Summary For calendar year 2007, or tax year beginning 7/01/...

Forms 990 / 990EZ Return Summary For calendar year 2007, or tax year beginning 7/01/07, and ending 6/30/08 060847098 Valley United Way, Inc. 609,937 Net Asset / Fund Balance at Beginning of Year Revenue

How to fill out forms 990 990ez return

How to Fill Out Forms 990 and 990ez Return:

1. Begin by gathering all necessary information and documents. This includes the organization's financial records, income statement, balance sheet, and other supporting documents.
2. Carefully review the instructions provided with the forms 990 and 990ez. These instructions will guide you through the process and provide details on what information is required in each section.
3. Start with Part I - Summary. This section requires general information about the organization, such as its name, address, and EIN (Employer Identification Number). Ensure accuracy and completeness while filling out this section.
4. Proceed to Part II - Signature Block and check the appropriate boxes to certify that the form is true, complete, and accurate to the best of your knowledge.
5. Move on to Part III - Statement of Program Service Accomplishments. Here, you'll need to describe the organization's mission and the programs it has undertaken during the tax year. Include details about the program's objectives, activities, and achievements.
6. Complete Part IV - Checklist of Required Schedules. This section helps identify which additional schedules or forms need to be attached based on the organization's activities, assets, and income. Follow the instructions provided to accurately determine the required schedules.
7. Fill out the necessary schedules as identified in Part IV. Some common schedules include Schedule A (Public Charity Status and Public Support), Schedule B (Schedule of Contributors), and Schedule O (Supplemental Information). Provide accurate and detailed information as required.
8. Don't forget to complete Part V - Statements Regarding Other IRS Filings and Tax Compliance. Provide details regarding any related tax filings, such as Form 990-T (Exempt Organization Business Income Tax Return) or Form 990-N (e-postcard). Be thorough and double-check for accuracy.
9. Review the completed form for any errors or missing information. Ensure that all required schedules and attachments are included. It's crucial to ensure the form is accurate and complete before submission.

Who Needs Forms 990 and 990ez Return?

1. Nonprofit Organizations: Forms 990 and 990ez are required by nonprofit organizations, including charitable, religious, scientific, and educational organizations, to disclose their financial activities and maintain their tax-exempt status.
2. Federally Tax-Exempt Organizations: Organizations recognized as tax-exempt under section 501(c) of the Internal Revenue Code are typically required to file either Form 990 or Form 990ez, depending on their level of gross receipts and total assets.
3. Publicly Supported Organizations: Public charities that receive a significant portion of their support from the general public, government grants, or other public sources may need to file Form 990 to demonstrate their public support and maintain their tax-exempt status.

It's crucial to consult the instructions and the IRS website for detailed information and to determine the specific requirements for filing Forms 990 and 990ez.

For pdfFiller’s FAQs

How can I send forms 990 990ez return to be eSigned by others?

When you're ready to share your forms 990 990ez return, you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.

Where do I find forms 990 990ez return?

The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific forms 990 990ez return and other forms. Find the template you want and tweak it with powerful editing tools.

How do I fill out forms 990 990ez return using my mobile device?

The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign forms 990 990ez return and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.

What is forms 990 990ez return?

Form 990 and 990EZ are tax forms used by tax-exempt organizations to provide the IRS with financial information.

Who is required to file forms 990 990ez return?

Most tax-exempt organizations are required to file Form 990 or 990EZ, including charitable organizations, churches, and social clubs.

How to fill out forms 990 990ez return?

Form 990 and 990EZ can be filled out either electronically or by mail. Organizations must provide information on their finances, activities, and governance.

What is the purpose of forms 990 990ez return?

The purpose of Form 990 and 990EZ is to provide transparency and accountability for tax-exempt organizations, as well as to ensure they are meeting their tax-exempt purposes.

What information must be reported on forms 990 990ez return?

Information on revenue, expenses, assets, liabilities, program activities, and governance must be reported on Form 990 and 990EZ.