Form 990 Form 990-EZ Form 990-PF Form 990-N Form 990-T
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Information Required to File Form 990

To eFile Form 990, you should have the following information ready:

Basic Organizational details

Legal name, EIN, mailing address, phone number, tax-exempt status, and tax year (start & end date).

Governance Information

List of current officers, directors, trustees, and key employees (include compensation details, if applicable). Disclosure of related-organization relationships (Schedule R when applicable)

Revenue Details

Gather the totals of all the contributions, grants, program service revenue, investment and other income.

Expense Information

Compile all the program, management, and fundraising expenses, payments to contractors & employees and Schedule I for US recipients or Schedule F for foreign activity (if applicable)

Balance Sheet Information

List all the assets, liabilities, and net assets/ fund balances.

Programs & Mission

Description of your mission and program service accomplishments.

Principal Officer Details

Name and complete mailing address of the Principal Officer.

Books & Records Contact

Name and contact details for the person who maintains the organization’s books and records.

Required Schedules & Explanations

Depending on the organization's activities, the IRS may require up to 16 supplemental schedules, like Schedule A, B, D or N.

Who Should File IRS Form 990? 

Form 990 must be filed annually by your organization if it meets any of the following criteria: 

Eligible Nonprofit Organization Types 

Form 990 is filed by most tax-exempt organizations recognized under Section 501(a) of the Internal Revenue Code, including: 

Note: Churches, certain religious organizations such as synagogues and mosques, and schools affiliated with a church or religious order are generally exempt from filing Form 990.

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Why E-file Form 990 with Us?

Simple 3-Step Filing Process

Easy step-by-step filing workflow with in-built data validation.

Multi-Device Access

File from anywhere - desktop, mobile, or tablet.

Instant Notifications

Receive real-time filing status updates on your registered email.

Filing History Access

View all your past submissions of up to 3 years.

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Customer Support

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Form 990 Deadlines & Penalties

Filing Type Due Date
E-filing Deadline 15th day of the 5th month after the end of your organization’s tax year
Extension Get an automatic 6-month extension by filing Form 8868 on or before the original due date.
Penalty
  • For smaller gross-receipt organizations whose gross receipts are less than $1,208,500, the penalty is $20 per day, up to $12,000 or 5% of gross receipts.
  • For organizations whose gross receipts exceed $1,208,500, the penalty may rise to $120 per day, up to a maximum of $60,000.
  • Responsible person(s) will also be penalized $10 per day, up to a maximum of $6,500.

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FAQs

IRS Form 990 is an annual information return filed by most tax-exempt organizations under section 501(a) to report their activities, finances, governance, compliance, and compensation details.

Form 990 is filed by tax-exempt organizations if its gross receipts are greater than or equal to $200,000 OR their total assets greater than or equal to $500,000 at year end. Smaller organizations with gross receipts less than $200,000 and their total assets less than $500,000, can file Form 990-EZ. If the gross receipts of $50,000 or less must file Form 990-N.

Your organization needs to gather its basic information details, mission & program accomplishments, financial information, required schedules, and governance lists.

990 schedules are supplemental attachments you need to include with your Form 990 that indicate the organization’s activities or type.

You can track the acceptance status for your Form 990 in Tax1099 via the dashboard.

Yes, you can correct a rejected Form 990 with Tax1099 at no additional cost.