How to Read & Understand Form 990 || CalTech Example

We we go over the Form 990 Informational Return for Exempt Organization, with California Institute of Technology as an Example. Form 990 Tutorial & Walk-Through.

——Chapters——
00:00 - What is Form 990
01:15 - Gross Receipts for CalTech
01:42 - Form 990 Part I Summary
03:04 - Schedule O for Form 990
04:29 - Form 990-T Unrelated Business Income
05:50 - Revenue on Form 990
06:30 - Expenses on Form 990
06:48 - Compensation for Non-Profits
07:19 - Fundraising for Non-Profits
09:21 - Net Revenue for CalTech
09:45 - Net Assets for CalTech
11:46 - Contributors on Form 990
12:00 - Endowment for CalTech

Sources:
Required Filings:

How to Read Forms 990s

List of Schedules:

Exempt Organizations Forms & Instructions

Intangible Assets for Educational Institutions:

——————————DISCLOSURE———————————
The information presented in this video is for informational and educational purposes only. It is not intended to render tax advice for any specific situation. Those needing assistance with a specific situation should consult with a qualified Tax Professional.

The information in this video is based on current tax law and IRS regulations as of date of publication and is subject to change.

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