Non-Profit Tax Forms

Tax forms for tax-exempt organizations including charities, foundations, and other non-profits. Required annual information returns for maintaining tax-exempt status.

Form 990

Return of Organization Exempt From Income Tax

Annual information return required for tax-exempt organizations with gross receipts of $200,000 or more or total assets of $500,000 or more.

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Form 990-EZ

Short Form Return of Organization Exempt From Income Tax

Simplified annual information return for small tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000.

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Form 990-N

Electronic Notice (e-Postcard) for Tax-Exempt Organizations

A simple electronic notice filed by the smallest tax-exempt organizations (gross receipts normally $50,000 or less) to maintain their tax-exempt status.

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Form 990-PF

Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation

Annual information return for private foundations reporting financial data, grants and contributions paid, and compliance with distribution requirements.

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Form 990-T

Exempt Organization Business Income Tax Return

Used by tax-exempt organizations to report and pay tax on unrelated business taxable income (UBTI) of $1,000 or more.

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Form 1023

Application for Recognition of Exemption Under Section 501(c)(3)

The application for organizations seeking tax-exempt status under Section 501(c)(3) as a charitable, religious, educational, scientific, or literary organization.

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Form 1023-EZ

Streamlined Application for Recognition of Exemption Under Section 501(c)(3)

A simplified version of Form 1023 for small organizations seeking 501(c)(3) tax-exempt status, with projected annual gross receipts of $50,000 or less and total assets of $250,000 or less.

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