What You Need To Meet the July Form 990 Deadline

Following a great Fourth of July celebration, life has returned to normal, and your organization is making a difference in the communities you serve. Amid your great works lies an upcoming tax filing deadline on July 15. Well, that is if your tax-exempt organization fiscal tax year starts in March. Nonprofit leader preparing for July Form 990 deadline

Today we will be reviewing what you need to meet the July Form 990 deadline. With July 15 falling on a Sunday this year, you have an additional day to file your IRS Form 990 so technically you have until  Monday, July 16. But don’t put off filing your Form 990 and risk losing your status.

What You Need To Meet The July Form 990 Deadline

Know Which 990 Form to File

I wouldn’t wish filing and transmitting the wrong Form 990 on my worst enemy! Here’s a super quick class on IRS Form 990 Series:

There are four types of 990 Forms that exempt-organizations can file. Select and e-file the appropriate 990 Form that best meets the current financial status of your nonprofit organization.

Form 990-N (e-Postcard) – For organizations reporting gross receipts less than $50,000.

Form 990-EZ (Short Form) – For organizations reporting gross receipts less than $200,000 and total assets less than $500,000.

Form 990 (Long Form) – For organizations reporting gross receipts equal to or greater than $200,000 and total assets equal to or greater than $500,000.

Form 990-PF – For organizations identifying as an exempt private foundation, taxable private foundation, or a nonexempt charitable trust treated as a private foundation.

Organize Necessary Tax Related Documentation

Before completing your organization’s Form 990, take a moment to locate and organize all your necessary tax-related information to make the filing process easier and less time-consuming.

Depending on which Form 990 you must file, a variety of information will need to be provided:

Information Needed To File Form 990-N
  • Employer Identification Number
  • Legal Name
  • Fiscal year period
  • Principal Officer
  • Current Address
  • Gross Receipts under $50,000
Information Needed To File Form 990/990-EZ/990-PF
  • EIN
  • Legal Name
  • Fiscal year period
  • Current Address
  • Contact number
  • Exemption type
  • List of Officers and Key Employees
  • Prior year return
  • Contributions for the past 5 years
  • Other Revenue details
  • Expenses
  • Investment Income details
  • Numbers of Employees, Contractors & Volunteers
  • Organization’s Mission
  • Accomplishments for the year (Grants Paid, Projects finished, etc.)
  • Donor Advised Fund Information
  • Endowment Funds Information
  • Assets

        (Art, Historical treasures, etc.)

  • Policies
  • Details of Activities
  • (Political, lobbying, foreign transactions, etc.)
  • Related organizations

Easily filing for the July Form 990 deadline with TaxBandits

Once you have all of the information, you need to meet the July Form 990 deadline file online using TaxBandits’ self-guided filing process.

We support tax-exempt organizations by providing automatic schedules and worksheets, 100% US-based customer support, prior year filings, and more! Register today and let us help you stay in good standing with the IRS.

Start My Form 990 Filing

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