See instructions. General Rule For an organization filing Form 990 990-EZ or 990-PF that received during the year contributions totaling 5 000 or more in money or property from any one contributor. For Paperwork Reduction Act Notice see the instructions for Form 990 990-EZ or 990-PF. Cat. No. 30613X Schedule B Form 990 990-EZ or 990-PF 2018 Page 2 Name of organization Part I a No. Contributors see instructions. Note Don t include social security numbers of contributors as this information may...
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990 Schedule B: Revealing Who Gave What to Your Nonprofit

IRS 990 Schedule B for detailing your donor information

Next up in IRS 990 Schedule B, which is used to provide detailed information about your contributers and the donations they made to your tax-exempt organization.

What is the purpose of submitting IRS 990 Schedule B?

The Form 990-Schedule B is a schedule of contributors that is attached with Form 990, 990-EZ and 990-PF. Form 990-Schedule B is used to provide information about the contributions the organization reported on Form 990-EZ.  It should be filled by any organization that answered ‘No’ on the Form 990, Part 4, Checklist of the Required Schedules, line 2 on the Form 990, or that received contributions of $5000 or more for a contributor during the year.

Who must file IRS 990 Schedule B? 

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

What other forms are needed when you file IRS 990 Schedule B form?

Schedule B need to be filed along with form 990, 990 EZ and 990 PF.

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

The same accounting method should be used that was checked on the Form 990, Part XII, Form 990-EZ, line G, Financial Statements and Reporting line 1 and Form 990-PF, line J.

When is IRS 990 Schedule B due?

Since it is attached to other forms, the deadline for 990 Schedule B is determined by the deadline for the 990 and the 990 EZ, which comes at the end of the fiscal year of the organizaton. The organizations must file the form by the 15th day of the 5th month after the end of the fiscal year.

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

The 990 schedule B needs the name and address of the organization and EIN, and detailed information about personal, payroll, and noncash contributions.  For more information on how to complete the form, review the IRS instructions.

Video instructions and help with filling out and completing form 990 ez

The form 990-ez requires a maximum of eight schedules all listed in Appendix F of the instructions these schedules provide supplemental information and explanations of the organization's activities schedule a public charity status and public support is where the organization list is reason for being a public charity if it is one used is scheduled to give your organization's mission statement or model anything that helps explain why you have plied for exempt status and it is also for reporting aggregate data for subordinates of the charity Schedule B schedule of contributors is for reporting major donors to the organization Schedule C political campaign and lobbying activities requires Section 501 C or section five to seven organizations to report additional information on political campaign activities or lobbying activities Schedule E schools is used by an organization filing form 990-ez to report information on private schools if you answered yes to part six line 48 this is where you will explain why Schedule G supplemental information regarding fundraising or gaming activities is to report professional fundraising services fundraising events and gaming activities performed by or for the organization schedule L transactions with interested persons should be used to provide information on certain financial transactions or arrangements between the organization and disqualified persons under Section 4958 schedule o supplemental information to form 990-ez is the most important schedule in the 990 series it is a list of all other program services that the organization held during the year as well as the opportunity to other narrative information or responses required by form 990-ez it is important to remember that an organization is not always required to used all of these schedules but you should always check to make sure before sending off the final product Express 990 is designed to help you fill out these schedules if necessary in the easiest way possible if you have any questions regarding your taxes MP filing process you can contact our dedicated us-based customer support team from our headquarters in Rock Hill South Carolina at seven zero four eight three nine two three two one or email us at support at Express nine ninety calm you