Get the free Form 990-EZ

This document is a tax return for organizations that are exempt from income tax, primarily intended for smaller organizations with gross receipts under $100,000 and total assets under $250,000.

How to fill out form 990-ez

How to fill out Form 990-EZ

1. Gather the necessary financial records for the tax year.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Fill out the organization’s name, address, and EIN at the top of the form.
4. Complete Part I by providing financial summary information, including revenue and expenses.
5. Fill out Part II, detailing the organization’s program service accomplishments.
6. Complete Part III if applicable, providing information on officers, directors, and key employees.
7. If applicable, complete Part IV, detailing any other information required by the form.
8. Review the form for accuracy and ensure all necessary schedules are attached.
9. Sign and date the form by an authorized individual of the organization.
10. File the completed Form 990-EZ by the due date, either electronically or by mail.

Who needs Form 990-EZ?

1. Form 990-EZ is typically needed by small tax-exempt organizations that have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.

People Also Ask about

Is the IRS 990 publicly available?

The IRS must make Forms 990-T filed by charities publicly available; use Form 4506-A PDF to request copies. Copies of Forms 990-T on DVD may be purchased from the IRS. See Copies of scanned exempt organization returns available.

How much does it cost to file a 990EZ?

Tax Professionals Pricing Forms1-10 Returns11+ Returns Form 990-EZ (Price Per Form) $89.90 $69.90 Form 990-PF (Price Per Form) $149.90 $119.90 Form 990 (Price Per Form) $179.90 $139.90 Form 990-T (Price Per Form) $139.90 $109.905 more rows

Can an IRS Form 990 be filed electronically?

Forms 990 & 990-PF Forms 990, Return of Organization Exempt from Income Tax, and 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, for tax years ending July 31, 2020 and later MUST be filed electronically.

Where can I get a 990 form?

The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.

What is Form 990-EZ for?

Purpose of Form Form 990, Return of Organization Exempt From Income Tax, and Form 990-EZ are used by tax-exempt organizations, nonexempt charitable trusts (that are not treated as private foundations), and section 527 political organizations to provide the IRS with the information required by section 6033.

Can you file a 990-EZ online for free?

FREE to file Form 990/990-EZ for organizations with less than $100,000 in gross receipts. For organizations with gross receipts greater than $100,000, we have a sliding scale fee structure starting at $41. FREE to file Form 8868 (request for extension).

Is Form 990 free?

Pricing. FREE to file Form 990/990-EZ for organizations with less than $100,000 in gross receipts. For organizations with gross receipts greater than $100,000, we have a sliding scale fee structure starting at $41. FREE to file Form 8868 (request for extension).

Where can I download Form 990?

The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.

For pdfFiller’s FAQs

What is Form 990-EZ?

Form 990-EZ is a shorter version of Form 990, which is the annual information return that tax-exempt organizations must file with the IRS. It is used to provide information about the organization's activities, finances, and compliance with tax regulations.

Who is required to file Form 990-EZ?

Organizations with gross receipts between $200,000 and $500,000, and total assets of less than $2.5 million at the end of the tax year are required to file Form 990-EZ. Additionally, certain smaller organizations that meet specific criteria may also choose to file this form.

How to fill out Form 990-EZ?

To fill out Form 990-EZ, organizations must provide information about their finances, such as revenue, expenses, and net assets. Specific sections require details on program service accomplishments, grantmaking activities, and any governance policies. It is important to follow the instructions provided by the IRS for accurate completion.

What is the purpose of Form 990-EZ?

The purpose of Form 990-EZ is to provide transparency and accountability for tax-exempt organizations by requiring them to report financial and operational information to the IRS and the public. This helps to ensure that these organizations operate in compliance with IRS regulations.

What information must be reported on Form 990-EZ?

Form 990-EZ requires organizations to report information including their revenue, expenses, changes in net assets, compensation of key employees, information about board members, and details on program services. Additionally, organizations must disclose any significant activities, contributions, and grants.