When should an organization attach a Schedule B with its Form 990-EZ?
3.8k views | Last modified 3/14/2023 7:21:47 AM EST |

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

An organization must attach Schedule B along with its annual information return if it has directly or indirectly received money, properties, or any other securities worth $5,000 or more from a contributor during the tax year. 
This Schedule is used to provide information about contributions, grants, bequests, devices, and gifts of money or property. Schedule B need not be made available for public inspection by organizations filing Form 990 or 990-EZ. However, public inspection of the same is mandated for section 527 political organizations filing form 990 or 990-EZ.
A contributor (person) includes individuals, fiduciaries, partnerships, corporations, associations, trusts, and exempt organizations.
The Schedule B will be generated automatically if required while filing your Form 990-EZ using the "Interview-Based" filing in Tax990. The Schedule B will be made available to you depending upon the information you enter in your Form 990-EZ using the "Form-Based" filing in Tax990.

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