Get the free Form 990-EZ

This form is used for organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It is intended for organizations with gross receipts less

How to fill out form 990-ez

How to fill out Form 990-EZ

1. Gather necessary information about your organization, including its mission, year-end financial statements, and details about revenue and expenses.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Complete the organization identification section at the top of the form, including the name, address, and Employer Identification Number (EIN).
4. Fill out Part I to provide a summary of revenue, expenses, and net assets. Ensure each amount is accurate and reflects your organization's financial status.
5. Complete Part II with specific details on revenue sources, such as grants, contributions, and program service revenue.
6. Fill out Part III to detail the organization's program service accomplishments. Describe the activities, beneficiaries, and results achieved.
7. Complete Part IV by answering yes/no questions about certain activities and compliance.
8. If applicable, complete Part V for additional reporting requirements depending on your organization’s activities or structure.
9. Review the form thoroughly to ensure all sections are filled out correctly and all calculations are accurate.
10. Sign and date the form at the bottom before submitting it to the IRS at the address provided in the instructions.

Who needs Form 990-EZ?

1. Form 990-EZ is for tax-exempt organizations with gross receipts between $200,000 and $500,000. It is typically used by small organizations that do not qualify for the simpler Form 990-N (e-Postcard), but are not required to file the full Form 990.

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 the Form 990, which is an annual information return required by the IRS for tax-exempt organizations. It provides information about the organization’s finances, activities, and governance.

Who is required to file Form 990-EZ?

Form 990-EZ must be filed by organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.

How to fill out Form 990-EZ?

To fill out Form 990-EZ, organizations need to complete sections detailing their revenue, expenses, assets, and functional expenses, as well as provide information about governance and compliance. It can be done using paper forms or electronically through authorized software providers.

What is the purpose of Form 990-EZ?

The purpose of Form 990-EZ is to provide the IRS and the public with information about the financial status and operations of tax-exempt organizations, ensuring transparency and accountability.

What information must be reported on Form 990-EZ?

Form 990-EZ requires organizations to report their revenues, expenses, program service accomplishments, balance sheet items like assets and liabilities, governance structure, and any other information relevant to their tax-exempt status.