> ## Documentation Index > Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt > Use this file to discover all available pages before exploring further. # Form 990, Tax-Exempt Organization Return Skill > Extract data from IRS Form 990 (Return of Organization Exempt From Income Tax), the annual return filed by tax-exempt organizations covering finances. The **Form 990, Return of Organization Exempt From Income Tax** skill extracts data from Forms 990. Form 990 is an informational tax form that most tax-exempt organizations must file annually, providing an overview of the organization's activities and governance, as well as detailed financial information. The Form 990, Return of Organization Exempt From Income Tax skill is a production skill. It has been fully trained on a large document set and provides high accuracy of data identification and extraction. The skill is ready to be used in production and does not require further training on your specific documents. Accuracy and straight-through processing (STP) rates can be further optimized in production through continuous learning from human-in-the-loop feedback. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the **Handwritten** option in the skill settings. ## Countries and Languages | Countries | Languages | | :-------- | :-------- | | USA | English | ## Extracted Fields ### Header Information | Field | Description | | :------------------------- | :------------------------------------------------------------------------------------------------- | | Year | The year when the form was revised. | | Box A - Calendar Year | Accounting period. The document can be issued either for a calendar year or for a specific period. | | Box A - Tax Year Beginning | Start date if specific period is specified. | | Box A - Tax Year Ending | End date if specific period is specified. | ### Box B - Check if Applicable | Field | Description | | :------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Address Change | Indicates if the organization changed its address. | | Name Change | Indicates if the organization changed its legal name. | | Initial Return | Indicates that the organization is filing a Form 990 for the first time and has not previously filed Forms 990-EZ, 990-PF, 990-T, or 990-N. | | Final Return | Indicates if the organization has terminated its existence or ceased to be an organization. | | Amended Return | Indicates if the organization previously filed a return with the IRS for a tax year and is now filing another return for the same tax year to amend the previously filed return. | | Application Pending | Indicates if the organization either has filed a Form 1023, 1023-EZ, 1024, or 1024-A with the IRS and is awaiting a response, or claims tax-exempt status under section 501(a) but hasn't filed a Form 1023, 1023-EZ, 1024, or 1024-A to be recognized by the IRS as tax exempt. | ### Organization Information | Field | Description | | :-------------------------------------------- | :----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Box C - Name of Organization | The legal name of the organization. | | Box C - Doing Business as | The alternate name of the organization, if the organization operates under a name different from its legal name. | | Box C - Number and Street | The number and street of the organization. If the organization receives its mail in care of a third party (such as an accountant or an attorney), the street address line will have the letters "C/O" followed by the third party's name and street address or P.O. box. | | Box C - Room or Suite | The suite, room, or other unit number of the organization. | | Box C - City State ZIP Code | The organization's foreign address (city or town, state or province, country, and ZIP or foreign postal code). | | Box D - Employer Identification Number | Employer identification number (EIN). | | Box E - Telephone Number | The telephone number of the organization. | | Box F - Name and Address of Principal Officer | The name and address of the principal officer. | | Box G - Gross Receipts | The total amount of gross receipts. | ### Group Return Information | Field | Description | | :--------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------- | | Box H(a) - Group Return for Subordinates | Indicates if this is a group return for subordinates. Possible values: Yes, No. If No is selected, Box H(b) should be empty. | | Box H(b) - All Subordinates Included | Indicates if all subordinates are included. Possible values: Yes, No. | | Box H(c) - Group Exemption Number | The group exemption number. | ### Tax-Exempt Status | Field | Description | | :------------------- | :----------------------------------------------------------- | | 501(c)(3) | The tax-exempt status. | | 501(c)(other) | The tax-exempt status. | | 501(c)(other) Number | The specific subsection number if 501(c)(other) is selected. | | 4947(a)(1) | The tax-exempt status. | | 527 | The tax-exempt status. | ### Additional Organization Details | Field | Description | | :------------------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Box J - Website | The website of the organization. | | Box K - Form of Organization | The form of the organization or its status under state law (Corporation, Trust, Association, Other). | | Box L - Year of Formation | The year in which the organization was legally created under state or foreign law. If a corporation, contains the year of incorporation. | | Box M - State of Legal Domicile | For a corporation, the state of incorporation (country of incorporation for a foreign corporation formed outside the United States). For a trust or other entity, the state whose law governs the internal affairs of the organization. | ### Part I - Summary | Field | Description | | :----------------------------------------------- | :-------------------------------------------------------------------------------------------------------- | | Box 1 - Organization Mission | The mission of the organization. | | Box 2 - Organization Discontinued Its Operations | Indicates if the organization discontinued its operations or disposed of more than 25% of its net assets. | | Box 3 - Number of Voting Members | The number of voting members of the governing body (Part VI, field Box 1a). | | Box 4 - Number of Independent Voting Members | The number of independent voting members of the governing body. | | Box 5 - Total Number of Individuals Employed | The total number of individuals employed in the given calendar year. | | Box 6 - Total Number of Volunteers | The total number of volunteers. | | Box 7a - Total Unrelated Business Revenue | The total unrelated business revenue from Part VIII. | | Box 7b - Net Unrelated Business Taxable Income | Net unrelated business taxable income from Form 990-T, line 39. | ### Part I - Financial Summary | Field | Description | | :----------------------------------------------------------- | :-------------------------------------------------------------------------- | | Box 8 - Contributions and Grants - Prior/Current Year | Contributions and grants for prior and current year. | | Box 9 - Program Service Revenue - Prior/Current Year | Program service revenue for prior and current year. | | Box 10 - Investment Income - Prior/Current Year | Investment income for prior and current year. | | Box 11 - Other Revenue - Prior/Current Year | Other revenue for prior and current year. | | Box 12 - Total Revenue - Prior/Current Year | The total revenue for prior and current year. | | Box 13 - Grants Paid - Prior/Current Year | Grants and similar amounts paid for prior and current year. | | Box 14 - Benefits Paid - Prior/Current Year | Benefits paid to or for members for prior and current year. | | Box 15 - Salaries - Prior/Current Year | Salaries, other compensation, employee benefits for prior and current year. | | Box 16a - Professional Fundraising Fees - Prior/Current Year | Professional fundraising fees for prior and current year. | | Box 16b - Total Fundraising Expenses | Total fundraising expenses. | | Box 17 - Other Expenses - Prior/Current Year | Other expenses for prior and current year. | | Box 18 - Total Expenses - Prior/Current Year | The total expenses for prior and current year. | | Box 19 - Revenue Less Expenses - Prior/Current Year | Revenue less expenses for prior and current year. | | Box 20 - Total Assets - Beginning/End of Year | The total assets for beginning and end of year. | | Box 21 - Total Liabilities - Beginning/End of Year | The total liabilities for beginning and end of year. | | Box 22 - Net Assets - Beginning/End of Year | Net assets or fund balances for beginning and end of year. | ### Part II - Signature Block | Field | Description | | :------------------------------------------- | :-------------------------------------------------- | | Officer Information - Name and Title | Name and title of signing officer. | | Officer Information - Date | Date signed. | | Preparer Information - Name | Name of paid preparer. | | Preparer Information - Date | Date prepared. | | Preparer Information - Self-Employed | Indicates if preparer is self-employed. | | Preparer Information - PTIN | Preparer Tax Identification Number. | | Preparer Information - Firm's Name | Name of preparer's firm. | | Preparer Information - Firm's EIN | Firm's Employer Identification Number. | | Preparer Information - Firm's Address | Address of preparer's firm. | | Preparer Information - Phone Number | Phone number of preparer. | | IRS May Discuss This Return with the Prepare | Permission for IRS to discuss return with preparer. | ## Key Fields * Box C - Name of Organization * Box D - Employer Identification Number * Box J - Website ## Validation Rules | Rule | Description | | :-------------- | :------------------------------------------------------------- | | Checkmark Check | Sets the value for fields depending on the field descriptions. |