Get the free Form 990-EZ

This document serves as a return form for organizations that are exempt from income tax under the Internal Revenue Code, allowing them to report their revenue, expenses, and changes in net assets.

How to fill out form 990-ez

How to fill out Form 990-EZ

1. Begin with the basic identification information of your organization: name, address, and EIN (Employer Identification Number).
2. Fill out Part I with the summary of revenue and expenses. Include total revenue, expenses, and the change in net assets.
3. Complete Part II to provide a detailed breakdown of revenue sources, including contributions, program service revenue, and investment income.
4. Move to Part III to outline the organization’s functional expenses, categorizing expenses by purpose such as program services, management, and fundraising.
5. Complete Part IV to confirm eligibility for Form 990-EZ, ensuring that your organization meets the gross receipts and total assets thresholds.
6. Fill out Part V, where you provide additional information about the organization’s governance and management.
7. Review Part VI and provide a list of officers, directors, and key employees of the organization.
8. Complete any required schedules based on your organization's specific activities as indicated, ensuring compliance with IRS regulations.
9. Finally, sign and date the form, and provide the contact information of the person who prepared the form.

Who needs Form 990-EZ?

1. Organizations that have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.
2. Most small to mid-sized non-profit organizations that are not required to file the longer Form 990 or Form 990-PF.
3. Charitable organizations, churches, and other exempt organizations that meet the eligibility criteria.

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, used by tax-exempt organizations to provide the IRS with information about their financial activities, governance, and compliance with tax laws.

Who is required to file Form 990-EZ?

Organizations whose gross receipts are between $200,000 and $500,000 and total assets are less than $2.5 million at the end of the year are generally required to file Form 990-EZ.

How to fill out Form 990-EZ?

Form 990-EZ can be filled out by completing various sections which require information about the organization's mission, financial statements, revenue, expenses, and governance. The form can be filled out online or on paper, and it must be submitted to the IRS by the specified deadline.

What is the purpose of Form 990-EZ?

The purpose of Form 990-EZ is to provide the IRS and the public with transparent financial information about tax-exempt organizations, ensuring compliance with tax regulations and promoting accountability.

What information must be reported on Form 990-EZ?

Form 990-EZ requires organizations to report information including gross receipts, total expenses, net assets, program accomplishments, compensation of highest-paid employees, and a summary of revenue sources.