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IRSTax-Exempt Organizations (990 Series)

Official form guide

Form 990-SB: IRS Form 990-SB

IRS Form 990-SB. Official IRS tax form (142.99 KB). Get AI-powered field-by-field guidance in the BrieflyGo AI Editor.

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Form Overview

IRS Form 990-SB - 990-SB

IRS Form 990-SB. Official IRS tax form (142.99 KB). Get AI-powered field-by-field guidance in the BrieflyGo AI Editor.

990-SB — used by tax-exempt organizations to report revenue, expenses, assets, and activities to maintain their tax-exempt status.

Risk Radar

Scan points
  • 1Entering incorrect taxpayer identification information — verify SSN or EIN matches IRS records
  • 2Missing the applicable filing deadline — late filing can result in penalties and interest
  • 3Incomplete or missing required information — fill in all applicable fields
  • 4Not keeping a copy of the completed form for your records
  • 5Failing to attach required supporting documents or schedules

Plain English

This form is used by tax-exempt organizations (charities, foundations, religious organizations) to report their finances and activities to the IRS. Filing this annually helps maintain their tax-exempt status and provides transparency about how they use their funds.

Submission Date

  • Filing date: 2025-01-15 22:10:40
  • 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

officialmaintainguidancefield

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Field map

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7 fields

Organization Info

2 items

Organization Name and EIN

Legal name of the tax-exempt organization and its EIN.

Requiredtext
Address and Website

Current mailing address and website URL if applicable.

Requiredtext

Revenue

1 items

Total Revenue

Sum of all revenue including contributions, program service revenue, investment income, and other revenue.

Requiredamount

Expenses

1 items

Total Expenses

Sum of all expenses including program services, management, and fundraising.

Requiredamount

Assets

1 items

Net Assets

Total assets minus total liabilities at end of the reporting period.

Requiredamount

Compliance

1 items

Tax-Exempt Status

Certification of continued compliance with tax-exempt requirements.

Requiredcheckbox

Signatures

1 items

Officer Signature

An authorized officer of the organization must sign.

Requiredsignature
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Quick Facts

Tax-exempt organizations, private foundations, and charitable entities that need to report their activities and finances to the IRS.
990-SB — used by tax-exempt organizations to report revenue, expenses, assets, and activities to maintain their tax-exempt status.
By the 15th day of the 5th month after the organization's accounting period ends.
Filed electronically or by mail with the IRS.
Tax-exempt organizations must file annual information returns to maintain their exempt status and comply with IRS requirements.
Report organization information, revenue, expenses, net assets, program activities, and governance details.

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Blank Form 990-SB↗Instructions↗

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Source transparency

Copyright & Licensing - US Government Forms

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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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