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Current Form 990 Series - Forms and Instructions

   See 2011 Form 990 and 990-EZ--Significant Changes for a list of significant changes to the returns.

Note:

Download and print this chart (Adobe Acrobat).

TY 2011 Forms TY 2011 Instructions TY 2010 Forms TY 2010 Instructions
Form 990-EZ Instructions for Form 990-EZ Form 990-EZ Instructions for Form 990-EZ
Form 990-PF Instructions for Form 990-PF Form 990-PF Instructions for Form 990-PF
Form 990

Instructions for Form 990: Includes the following:

  • General Instructions for Form 990
  • Glossary to Instructions for Form 990
    • Appendix of Special Instructions to Form 990
    • Completing the Heading of Form 990
    • Part I, Summary
    • Part II, Signature Block
    • Part III, Statement of Program Service Accomplishments
    • Part IV, Checklist of Required Schedules
    • Part V, Statements Regarding Other IRS Filings and Tax Compliance
    • Part VI, Governance, Management, and Disclosure
    • Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
    • Part VIII, Statement of Revenue
    • Part IX, Statement of Functional Expenses
    • Part X, Balance Sheet
    • Part XI, Reconciliation of Net Assets
    • Part XII, Financial Statements and Reporting
Form 990

Instructions for Form 990: Includes the following:

  • General Instructions for Form 990
  • Glossary to Instructions for Form 990
    • Appendix of Special Instructions to Form 990
    • Completing the Heading of Form 990
    • Part I, Summary
    • Part II, Signature Block
    • Part III, Statement of Program Service Accomplishments
    • Part IV, Checklist of Required Schedules
    • Part V, Statements Regarding Other IRS Filings and Tax Compliance
    • Part VI, Governance, Management, and Disclosure
    • Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
    • Part VIII, Statement of Revenue
    • Part IX, Statement of Functional Expenses
    • Part X, Balance Sheet
    • Part XI, Reconciliation of Net Assets
    • Part XII, Financial Statements and Reporting
Schedule A Public Charity Status and Public Support Schedule A Public Charity Status and Public Support
Schedule B Schedule of Contributors Schedule B Schedule of Contributors
Schedule C Political Campaign and Lobbying Activities Schedule C Political Campaign and Lobbying Activities
Schedule D Supplemental Financial Statements Schedule D Supplemental Financial Statements
Schedule E Schools Schedule E  Schools
Schedule F Statement of Activities Outside the United States Schedule F Statement of Activities Outside the United States
Schedule G Supplemental Information Regarding Fundraising or Gaming Activities Schedule G Supplemental Information Regarding Fundraising or Gaming Activities
Schedule H Hospitals Schedule H Hospitals
Schedule I Supplemental Information on Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Schedule I Supplemental Information on Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
Schedule J Compensation Information Schedule J Compensation Information
Schedule K Supplemental Information on Tax-Exempt Bonds Schedule K Supplemental Information on Tax-Exempt Bonds
Schedule L Transactions with Interested Persons Schedule L Transactions with Interested Persons
Schedule M Non-Cash Contributions Schedule M Non-Cash Contributions
Schedule N Liquidation, Termination, Dissolution, or Significant Disposition of Assets Schedule N Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Schedule O Supplemental Information to Form 990 Schedule O Supplemental Information to Form 990
Schedule R Related Organizations and Unrelated Partnerships Schedule R Related Organizations and Unrelated Partnerships
Page Last Reviewed or Updated: 2012-08-23