What information listed on Form 990 must be reported in Schedule J?
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Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

Here is the list of information that needs to be reported in Schedule J,

  1. Every organization's former officers, former directors, former trustees, former key employees, and former five highest compensated employees listed on Form 990, Part VII, Section A.
  2. The organization's current officers, directors, trustees, key employees, and five highest compensated employees for whom the sum of Form 990, Part VII, Section A, columns (D), (E), and (F) (disregarding any decreases in the actuarial value of defined benefit plans) is greater than $150,000.
  3. Every organization's current and former officers, directors, trustees, key employees, and five highest compensated employees who received or accrued compensation from any unrelated organization or individual for services rendered to the filing organization, as reported on line 5 of Form 990, Part VII, Section A.

The Schedule J will be automatically generated if required while filing your Form 990 using the "Interview-Based" filing in Tax990.

If your organization is required to report schedules other than A, B, and G, we recommend choosing our interview-based filing method.

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