IRS 990 - Schedule B 2024-2025 free printable template

For Paperwork Reduction Act Notice see the instructions for Form 990 990-EZ or 990-PF. Cat. No. 30613X Schedule B Form 990 Rev. 12-2024 Page 2 Name of organization Part I a No. Contributors see instructions. Don t complete any of the parts unless the totaling 5 000 or more during the year. Caution An organization that isn t covered by the General Rule and/or the Special Rules doesn t file Schedule B Form 990 but it must answer No on Part IV line 2 of its Form 990 or check the box on line H of...

How to fill out 990 b form

How to fill out IRS 990 - Schedule B

1. Gather the required financial information about the organization.
2. Identify the organization's contributors and their contributions.
3. Complete Part I by listing each contributor's name, address, and contribution amount.
4. If applicable, categorize contributors by type (e.g., cash, non-cash).
5. Fill out Part II to indicate any non-profit organizations or other contributors that are not required to be disclosed.
6. Ensure compliance with state regulations regarding donor privacy if applicable.
7. Review the completed Schedule B for accuracy before submission.

Who needs IRS 990 - Schedule B?

1. Tax-exempt organizations that are required to file Form 990.
2. Organizations that receive contributions exceeding certain thresholds.
3. Non-profits needing to disclose their contributors as part of IRS compliance.

• What is IRS form 990 Schedule B?
• Who should file IRS 990 Schedule B 2024?
• • What information do you need in order to complete this sample?
  • How do I file form 990 Schedule B in 2025?
  • Is Form 990 Schedule B accompanied by other forms?
  • What accounting method should be used for IRS 990 Schedule B?
  • When is IRS 990 Schedule B due?
  • Where do I send Form 990 Schedule B?

What is IRS form 990 Schedule B?

Form 990 Schedule B is a table of contributors attached with 990, 990-EZ, and 990-PF. This document provides information about the contributors and donations made to a tax-exempt organization.

Who should file IRS 990 Schedule B 2024?

All organizations that file 990 or 990-EZ forms must complete and attach a Schedule B unless they can certify they don't meet the filing requirements of the document by checking Line H of 990-EZ. An organization filing this document can limit the contributors it reports on Schedule B using this greater-than-$5,000/2% threshold. But only if it checks the box on Schedule A (990 or 990-EZ), Part II, line 13, 16a, or 16b.

What information do you need in order to complete this sample?

It requires files to provide information about the corporate name, address, Employer Identification Number, and detailed information about personal, payroll, and noncash contributions. For more details about the content of this record, review the IRS instructions.

How do I file form 990 Schedule B in 2025?

The template consists of six pages. However, filers only need to fill out four of them. There are many data fields, so filling it out online instead of dealing with paper copies is easier. To prepare the document on the web, follow the guidelines below:

1. Select the Get Form button at the top of this page.
2. Enable the Wizard option from the top toolbar to avoid missing required fields.
3. Indicate your organization's name and EIN in the fillable fields at the top of each page.
4. Return to the first page and select the appropriate box to indicate what forms accompany this record.
5. Check applicable boxes in the General Rules and Special Rules sections.
6. Use Part I to specify contributors of your organization.
7. In Part II, identify the non-cash property you’ve received.
8. If required, fill out Part III.
9. Select Done to close the editor.
10. Download your document, Print it out, or Send it by email.

Is Form 990 Schedule B accompanied by other forms?

File the form along with 990, 990-EZ, and 990-PF forms.

What accounting method should be used for IRS 990 Schedule B?

Use the same accounting method checked on 990, Part XII, 990-EZ, line G, Financial Statements and Reporting line 1, and 990-PF, line J.

When is IRS 990 Schedule B due?

Since it must be attached to other forms, the due date is determined by the deadline for the 990 and the 990 EZ, which comes at the end of the organization's fiscal year. The organization must file the record by the 15th day of the 5th month after the end of the fiscal year (May 15th).

Where do I send Form 990 Schedule B?

Taxpayers should send this record as a part of a document package to the Internal Revenue Service Center (Ogden, UT 84201-0027).

Video instructions and help with filling out and completing schedule b 990

Instructions and Help about 990 ez schedule b

Welcome to my series of video tutorials on how to prepare form 990-ez information return for small tax-exempt organizations I'm David McCrae I'm a CPA and you can find me on the web at my form 990-ez comm this is a quick overview of form 990-ez this is a four-page form, and it's divided into six parts plus a header and a signature section the top is the header take care and filling out the header it's a very important part of the document next down here and part one on page one is the revenue section from lines one through line nine this is where you're going to report all the organization's revenues but note that there are several lines in here where you're going to also put in some expenses here you're going to have a cost basis for certain assets that are sold, or you can have direct expenses from fundraising events, and you're going to have cost of goods sold so the total revenue here on line nine on your form 990-ez is not necessarily going to match your total revenue on Quickbooks because of these reductions here then down below the revenue on page...

People Also Ask about irs form 990 ez

What is required on 990 Schedule B?

Understanding the Form 990 Schedule B Schedule B requires you to disclose donors who contributed more than $5,000 or an amount larger than 2% of your total donation revenue in the past fiscal year. In other words, it asks nonprofits to disclose the names and contact information of their mid-level and major donors.

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What is IRS 990 - Schedule B?

IRS 990 - Schedule B is a form that tax-exempt organizations must file with their Form 990 to report their significant donors, specifically listing contributions of $100,000 or more during the reporting year.

Who is required to file IRS 990 - Schedule B?

Organizations that are tax-exempt under Section 501(c)(3) and are required to file Form 990 must also file Schedule B if they received contributions that meet the reporting threshold.

How to fill out IRS 990 - Schedule B?

To fill out Schedule B, organizations must provide details of each significant donor, including the donor's name, address, and the amount of each contribution that exceeds the reporting threshold.

What is the purpose of IRS 990 - Schedule B?

The purpose of IRS 990 - Schedule B is to increase transparency regarding the sources of funding for tax-exempt organizations and to provide the IRS with information on the organization's major contributors.

What information must be reported on IRS 990 - Schedule B?

Organizations must report the names and addresses of contributors who gave $100,000 or more, the amounts contributed, and a summary of the contributions received during the year.