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organizing records

Getting Your Books and Records Organized So You Are Ready to Fill Out IRS Form 990EZ or Form 990

IRS Form 990EZ and Form 990 are tax returns that nonprofit, tax-exempt organizations must file.  Failure to file means loss of IRS tax-exempt status [e.g. 501(c)(3)].  If your organization collects $50,000 or less in gross receipts annually, you likely need to file the 990N (e-postcard) and do not need this guide.

This guide provides step-by-step instructions on how to use a spreadsheet to organize and categorize your income and expenses.  The IRS Form 990EZ and 990 require that you list your income and expenses by type (e.g. donations, fundraising income, fundraising expenses, grants paid to your school, office expenses and the like).

Download the guide now using the button above.

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With PBUSA membership, we file all the IRS and state paperwork. We keep your booster club up and running year after year.