Before You Begin
Gather the following:
Current and prior year audited balance sheets
Net asset statements
Long-term debt schedule
Depreciation schedule
Completing This Page
Source for these fields
These values feed your financial health ratios, so accuracy matters more than audit status. Trial balances are fine — and often preferable if your audit isn't complete at submission time. If you do submit on trial balances and your numbers change materially after audit, you can reopen your submission to update them.
Net asset classification
Ensure restricted and unrestricted net assets are properly classified. The current year net assets should match the ending balance from your balance sheet.
For field definitions and sourcing details, see the Page 5a Fields Catalog.
Next Steps
Proceed to Page 5b to enter Form 990 key indicators.