Form 990 Schedule G: Fill & Download for Free

When I review a charitable organization’s Form 990, here are some of the things I look at.Part IV, Line 4: What has the organization accomplished during the past fiscal year? Do I want to fund these accomplishments? Is the organization doing enough?Part VII, Section A: Does the organization pay reasonable compensation to its officers and directors based on its size and success? What percentage of the organization’s expenses go to paying its officers and directors?Part VII, Section B: Does the organization outsource a significant part of its activities to an outside organization? Does the organization pay large sums to professional fundraisers, public relations firms, or telemarketers?Part VIII and Part IX: Is the organization spending a large percentage of its total expenses on fundraising (>15%) ? Are there any expenses listed that are unusual in amount or character? Does the organization have a large ratio of fundraising expenses to total contribution revenue (> 0.20) ?Part X: Is the organization solvent (line 33 > $0) ?Schedule C, Part II-A, Line 1c: Does the organization spend money to lobby? Is that something I want to support? (If the organization does not lobby, it may not be required to attach Schedule C.)Schedule G, Part II: Do the organization’s fundraising events actually make more money then they expend? (Line 1d minus Line 10.)Schedules F and I: Does the organization give grants? Do I support the grants and grantees listed?Schedule L: Do the organization’s operations benefit its own directors and officers?

Yes, it is legal for an outside person to collect donations for a 501(c)(3) nonprofit organization. This person is usually called a Professional Solicitor.The Professional Solicitor would then give the donations to the 501(c)(3) nonprofit organization.In about 40 states, Professional Solicitors are required to register with each state in which they solicit donations. There are significant penalties for not doing so.In some states, there must be a written contract between the Professional Solicitor and the 501(c)(3) nonprofit organization. In the rest, a written contract is strongly encouraged and a really good idea.If the Professional Solicitor is paid for their services, the payments are usually required to be reported on the organization’s annual IRS return, Form 990, Part IX Line 11e, and Schedule G.

Basically the difference between a Form and Schedule is the Form is what you submit to the Internal Revenue Service to show/report your income and deductions, tax credits, etc. The Schedule is what supports the information shown on the tax Form.Form 1040, for example, has 20 attachments (up from 14 before 2018), called "schedules", which may need to be filed depending on the taxpayer:Schedule A - Public Charity Status and Public SupportSchedule B - Schedule of ContributorsSchedule C - Political Campaign and Lobbying ActivitiesSchedule D - Supplemental Financial StatementsSchedule E - SchoolsSchedule F - Statement of Activities Outside the United StatesSchedule G - Supplemental Information Regarding Fundraising or Gaming ActivitiesSchedule H - HospitalsSchedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the United StatesSchedule J - Compensation InformationSchedule K - Supplemental Information on Tax-Exempt BondsSchedule L - Transactions With Interested PersonsSchedule M - Noncash ContributionsSchedule N - Liquidation, Termination, Dissolution, or Significant Disposition of AssetsSchedule O - Supplemental Information to Form 990Schedule R - Related Organizations and Unrelated PartnershipsYou may research additional information at the following website: Site Index Search | Internal Revenue ServiceI hope this information is helpful.