Get the free Form 990-EZ Exempt Organization Tax Return

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is Form 990-EZ

The Form 990-EZ Exempt Organization Tax Return is a tax document used by tax-exempt organizations to report their financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.0

satisfied

38 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Nonprofit organizations with gross receipts under $200,000
Tax-exempt entities requiring financial reporting
Financial officers of nonprofits, including presidents and secretaries
Board members involved in compliance and tax matters
Organizations with total assets under $500,000

Comprehensive Guide to Form 990-EZ

What is the Form 990-EZ Exempt Organization Tax Return?

The Form 990-EZ is a crucial tax document for tax-exempt organizations in the United States, particularly nonprofits. This form is relevant for organizations with gross receipts under $200,000 and total assets under $500,000. Its significance lies in complying with IRS requirements and federal reporting guidelines, ensuring that tax-exempt organizations provide essential financial information.

Purpose and Benefits of the Form 990-EZ Exempt Organization Tax Return

Filing the Form 990-EZ enhances transparency and accountability among tax-exempt organizations. By accurately reporting financial information, organizations can inform stakeholders about their financial health. Proper filing can help them avoid penalties while ensuring adherence to IRS regulations.

Who Needs to File the Form 990-EZ Exempt Organization Tax Return?

Organizations eligible to file the Form 990-EZ typically include small nonprofits that meet specific financial thresholds. To qualify, organizations must adhere to IRS guidelines regarding gross receipts and total assets. Key positions involved in the filing process, such as the President, Vice President, or Secretary, are responsible for ensuring accurate submission.

When to File the Form 990-EZ Exempt Organization Tax Return

The standard filing deadline for the Form 990-EZ is the 15th day of the 5th month after the end of the organization’s tax year.
Late filing can incur significant penalties, affecting the organization’s standing.
Organizations may apply for an extension by submitting IRS Form 8868, allowing additional time to file.

How to Fill Out the Form 990-EZ Exempt Organization Tax Return Online

To complete the Form 990-EZ accurately, follow these step-by-step instructions:

Begin by entering your organization’s revenue and expenses in the relevant fields.
Double-check for common mistakes, particularly in calculations and information entry.
Review all entries for accuracy before submission to avoid errors.

Digital Signature and Submission Methods for Form 990-EZ

Organizations can choose between digital and wet signatures when submitting the Form 990-EZ. It is essential to understand the differences between electronic submission and mailing the document. For both methods, confirm receipt and track submissions to ensure that your filing is processed efficiently.

What Happens After You Submit the Form 990-EZ?

The IRS typically processes submitted forms within a few months, and organizations can expect a notification about the processing status.
To check the status of your submitted form, visit the IRS website or contact their office directly.
If you need to correct or amend the submission, follow IRS guidelines for making adjustments.

Security and Compliance When Filing Form 990-EZ

Maintaining security when filing the Form 990-EZ is vital. Many organizations utilize secure features such as encryption and compliance with HIPAA regulations to protect sensitive information. It is also crucial to adhere to record retention and data protection best practices to safeguard organizational data.

Utilizing pdfFiller for Your Form 990-EZ Needs

pdfFiller offers an efficient solution for completing the Form 990-EZ. With features such as editing, e-signing, and form filling, the platform enhances the user experience. Utilizing a cloud-based service ensures that documents are secure, accessible, and easy to manage.

Sample of a Completed Form 990-EZ Exempt Organization Tax Return

Providing a sample filled-out Form 990-EZ can serve as a helpful reference. Look for screenshots or descriptions that illustrate the expected format and key sections. Annotations will explain common inputs and guidance on how to tailor the sample to fit an organization’s specific financial information.

Last updated on Apr 6, 2016

How to fill out the Form 990-EZ

1.

To start, access the pdfFiller website and log in or create an account if you don't have one yet.
2.

Use the search bar to type 'Form 990-EZ' and select the appropriate template from the results.
3.

Once the form is open, begin by filling in the organization's basic information such as name, address, and Employer Identification Number (EIN).
4.

Next, systematically fill out the financial sections, including revenue, expenses, and asset details by referencing your organization's financial records.
5.

You can navigate through the form easily by clicking on each field and typing in the required information or using checkboxes where applicable.
6.

Before finalizing, review all sections for accuracy, ensuring all numbers and details match your organization's actual financial statements.
7.

Once you’re satisfied with the completions, look for the tools available to save your work. You can download the form as a PDF or save it in your pdfFiller account.
8.

To submit, check if you need to print and mail the form or if electronic filing is permitted. Follow the necessary steps to confirm the submission method.
9.

Lastly, don't forget to keep a copy for your records and check deadlines for submission to avoid penalties.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to file Form 990-EZ?

Eligibility to file Form 990-EZ is limited to tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000. Ensure your organization meets these criteria before filing.

What are the deadlines for submitting Form 990-EZ?

Form 990-EZ is generally due by the 15th day of the 5th month after the end of your organization's fiscal year. Be sure to monitor your deadline based on your fiscal calendar to avoid late fees.

How should Form 990-EZ be submitted?

Form 990-EZ can be filed electronically if your organization is eligible, or it can be printed and mailed to the IRS. Check both options on the IRS website to choose your submission method.

What supporting documents are required with Form 990-EZ?

While submitting Form 990-EZ, it is essential to have supporting documents like a copy of your organization’s financial statements, proof of tax-exempt status, and any additional schedules that may apply.

What common mistakes should be avoided when completing Form 990-EZ?

Common mistakes include incorrect EINs, omitting financial details, and failing to sign the form properly. Thoroughly review all information before submission to minimize errors.

How long does it take to process Form 990-EZ?

Processing times for Form 990-EZ may vary, but typically it takes the IRS approximately 90 days to process submitted returns. Check for any updates on your submission status for further guidance.

What should I do if I need to amend Form 990-EZ?

If you need to amend Form 990-EZ, you should file Form 990-X, which is specifically designed for corrections. Follow the instructions provided by the IRS to ensure your corrections are processed correctly.