Which Form 990 Do We File? Self-Check

Tool · Last reviewed October 20, 2026 · Legal and tax review: pending

Answer a few questions to see which annual return your organization is likely to file and when it is due. This runs in your browser; nothing is sent anywhere. It is a general guide based on the IRS Form 990 series page.

1. What kind of organization is it? A private foundation A church, a convention or association of churches, an integrated auxiliary of a church, a governmental unit or a political committee of the kinds the instructions list Any other tax-exempt organization (charity, association, club, and so on)

2. What are the organization’s gross receipts for the year? (Gross receipts are all receipts before subtracting any costs. For the e-postcard, use the normal level over several years.) $50,000 or less More than $50,000 but under $200,000 $200,000 or more

3. What were total assets at the end of the year? Under $500,000 $500,000 or more

4. In which month does the fiscal year end?

General information. Some organizations have special rules (for example certain supporting organizations, sponsors of donor-advised funds, and organizations with unrelated business income, which also file Form 990-T). Gross receipts for the e-postcard are measured “normally,” over several years. Due dates shown move to the next business day when they fall on a weekend or legal holiday. Confirm with the IRS instructions or a professional.