Form 990 Resources

Here are some posts I’ve written about important parts of the Form 990 and related schedules. The posts about schedules include links to the schedule itself, as well as the official instructions from the IRS.

Form 990 and Instructions (IRS Links)

Form 990-EZ and Instructions (IRS Links)

Communicating with Stakeholders through Your Form 990

Governance Questions (Form 990 Part VI)

Reporting Key and Highly Compensated Individuals (Form 990 Part VII, Form 990-EZ Part IV)

Statement of Functional Expenses (Form 990 Part IX)

Schedule A (Review of Public Support)

Schedule B (Schedule of Contributors Who Gave At Least $5,000)

Schedule C (Political Campaign and Lobbying Activities)

Schedule D Part I, Part II, Part III, Part V, Parts VI – X, Parts XI – XII (Supplemental Financial Statements)

Schedule E (Schools)

Schedule F (Foreign Activity)

Schedule G (Fundraising Activities and Events, Professional Fundraisers, Gaming Activities)

Schedule H Part I, Part II, Part III, Part IV (Hospitals)

Schedule I (Grants to Domestic Organizations and Individuals)

Schedule J Part I, Part II (Compensation Information)

Schedule L Part I, Part II, Part III, Part IV (Transactions with Interested Persons)

Schedule M (Noncash Contributions)

Schedule N (Liquidation, Termination, Dissolution, Significant Disposition of Assets)

Schedule R Parts I – IV, Part V, Part VI (Related Organizations, Unrelated Partnerships)