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IRSExempt Organizations & Benefit Plans (5000 Series)

Official form guide

Form 5713-SB: 5713 (Schedule B)

IRS Form 5713‑SB (Schedule B) is a supplemental schedule used with Form 5713 to detail specific allocations of income, deductions, or credits for exempt organizations. File it when the main form requires a breakdown of items by activity or class of organization.

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Form Overview

IRS Form 5713-SB - 5713 (Schedule B)

IRS Form 5713‑SB (Schedule B) is a supplemental schedule used with Form 5713 to detail specific allocations of income, deductions, or credits for exempt organizations. File it when the main form requires a breakdown of items by activity or class of organization.

It captures line‑by‑line amounts of income, expenses, and credits broken out by activity, program, or sub‑entity.

Risk Radar

Scan points
  • 1A single mismatched total can cause the entire return to be rejected.
  • 2Totals on Schedule B do not equal totals on Form 5713
  • 3Wrong activity codes or descriptions
  • 4Missing signature or date
  • 5Using an outdated form edition

Plain English

Think of Schedule B as the worksheet that lets a charity or other tax‑exempt group show exactly how much money came from each source. It’s attached to the main 5713 filing so the IRS can see the split‑up numbers.

Submission Date

  • Filing date: 2018-09-04 23:00:27
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

entityincomemoneygroup

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What this form is for

  • Use when your exempt organization reports multiple distinct income sources.
  • Do not use if you have only one source of income; the main Form 5713 will suffice.
  • If you need to allocate unrelated business taxable income, see Form 990‑T.

Form selector

Use this form or another form?

Single‑source income

No need for Schedule B

✓ Verify no activity breakdown required

Form 5713 only

Unrelated Business Income

Separate reporting of UBTI

✓ Ensure UBTI is not mixed with exempt income

Form 990‑T

Amended return

To correct previously filed Schedule B

✓ Attach revised Schedule B

Form 5713‑X

Deadline or filing window

Schedule B must be filed with Form 5713 by the organization’s annual filing deadline, typically the 15th day of the 5th month after the close of the tax year. If an extension is granted for Form 5713, the same extension applies to Schedule B. No separate deadline exists.

  • —Total activity income | Sum of all activity rows | Schedule B total income | Ensure sum equals Form 5713 line total

Checklist

What you need before filling it out

1

Activity income rows

Financial statements per program · General ledger

⚠ Forgetting a small program✕ High
2

Expense allocation rows

Expense reports · Accounting system

⚠ Double‑counting expenses✕ Medium
3

Credit allocation rows

Credit documentation · Grant letters

⚠ Missing supporting docs✕ High
4

Signature block

Authorized officer signature · Org’s signing authority list

⚠ Unsigned schedule✕ High
5

Totals reconciliation

Worksheet totals · Form 5713 summary page

⚠ Totals not matching✕ High

Before you submit

  1. 1All activity rows are filled for every program
  2. 2Totals on Schedule B match the corresponding lines on Form 5713
  3. 3Signature and date are present
  4. 4Form version is the latest edition
  5. 5Mailing address matches the one in the instructions
  6. 6If filing electronically, PDF is legible and attached correctly
  7. 7Copy of supporting financial statements is retained
  8. 8No blank rows remain unless intentionally left empty

How to file this form

  1. 1Collect program‑level financial statements
  2. 2Enter each program’s income, expense, and credit amounts into Schedule B
  3. 3Reconcile the Schedule B totals with Form 5713 totals
  4. 4Sign and date the schedule
  5. 5Attach Schedule B to the completed Form 5713
  6. 6Mail to the IRS address or upload via e‑file
  7. 7Keep a copy of the entire packet for records

Known limitations

  1. 1The form does not provide guidance on how to allocate mixed‑use expenses; organizations must follow their own accounting policies.
  2. 2No automatic error checking in the PDF; totals must be verified manually.
  3. 3Only applicable to tax‑exempt entities required to file Form 5713.
  4. 4IRS may request additional documentation during audit.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 5713‑SB is currently in its 2024 revision. Check the IRS website for any newer editions before filing.

What changed or needs a fresh check

  • Edition date – verify the form is the 2024 edition
  • Fee – no filing fee for Schedule B
  • Mailing address – use the address in the 5713 instructions
  • Electronic filing – confirm e‑file eligibility
  • Signature line – must be signed by an authorized officer
  • Paper size – 8.5" x 11" standard

Form Preview

Form 5713-SB page 1

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Form 5713-SB page 2

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Quick Facts

Tax‑exempt organizations that must file Form 5713 and have multiple income streams or activities.
It captures line‑by‑line amounts of income, expenses, and credits broken out by activity, program, or sub‑entity.
Submit Schedule B together with Form 5713 by the organization’s annual filing deadline, generally the 15th day of the 5th month after the tax year ends.
Mail the completed Schedule B with Form 5713 to the address listed in the Form 5713 instructions, or file electronically if the organization is enrolled in IRS e‑file.
Errors can cause the organization’s overall return to be rejected, delay acknowledgment of exempt status, or trigger penalties for misreporting income allocations.
Gather financial statements for each activity, total the amounts, and enter them in the appropriate Schedule B rows. Verify that the totals match the figures on Form 5713. Sign the schedule, attach it to the main form, and send it to the correct IRS address or upload it via e‑file.

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After you file

  1. 1File a copy of the submitted Schedule B with the organization’s records.
  2. 2Mark the filing date in the compliance calendar.
  3. 3Monitor IRS correspondence for acceptance or correction notices.
  4. 4If a notice is received, review the cited discrepancy and prepare an amendment if needed.
  5. 5Update internal accounting systems to reflect the reported allocations.
  6. 6Retain all supporting documents for at least three years.

Sources

  • SRCForm 5713‑SB official title and purposeIRS instructions
  • SRCFiling deadline tied to Form 5713IRS Publication 4221‑P
  • SRCMailing addressForm 5713 instructions page 2
  • SRCSignature requirementSchedule B line instructions
  • SRCEdition dateIRS website form revision history
  • SRCElectronic filing eligibilityIRS e‑file guidelines
  • SRCNo filing feeIRS fee schedule for exempt organizations
  • SRCExtension rulesIRS Form 5713 Extension guidance

Common confusion points

Schedule B vs. Form 5713 – Users think they are separate filings; confirm Schedule B is an attachment.

Activity codes – Different programs may use similar codes; cross‑check with internal chart of accounts.

Electronic vs. paper filing – Some e‑file platforms do not accept Schedule B; verify platform support.

Extension applicability – Extensions apply to both forms; do not file Schedule B late if Form 5713 is extended.

Rounded numbers – Rounding can cause a one‑dollar mismatch; adjust a low‑impact line to balance.

Workflow map

Related forms and next steps

5 signals

Before

Form 1023 (Application for Recognition of Exemption)

Current

5713-SB

After

Form 990‑EZ or Form 990 (annual information return)

Often used with

Form 5713 (main return)

⚠ If something goes wrong

  • Form 5713‑X (Amended Return)
  • Form 4562 (Depreciation and Amortization) for supporting schedules

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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