Electronically filed Form 990 data, available in machine-readable format

Electronically filed Form 990 data

The IRS today announced that publicly available data on electronically filed Forms 990 will now be available, for the first time, in a machine-readable format.

Related content

According to the IRS release—IR-2016-087 [PDF 51 KB] (June 16, 2016)—the publicly available data does not include donor information or other personally identifiable information. This announcement had been expected. Read TaxNewsFlash-Exempt Organizations

Form 990 data had previously been available only in image files. With the new system, the data relating to Form 990, Form 990-EZ and Form 990-PF—and related schedules but not certain donor information—will be available in machine-readable format. The IRS will redact certain personally identifiable tax-identification numbers to prevent the data’s misuse. Data from Form 990-N (e-postcard) used by certain smaller exempt organizations will not be available with this data, but it can be accessed via the IRS website.

Background

Form 990 is the primary tool used by the IRS to gather information about tax-exempt organizations. Organizations also use Form 990 to share information with the public about their programs. Most states rely on Form 990 to perform charitable and other regulatory oversight and to satisfy state income tax filing requirements for organizations claiming exemption from state income tax. 

 

For more information, contact the Managing Director-in-Charge of KPMG's Washington National Tax Exempt Organizations Tax group:

D. Greg Goller | +1 (703) 286-8391 | greggoller@kpmg.com

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