Get the free IRS Form 990-EZ

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 IRS Form 990-EZ is a tax document used by small tax-exempt organizations to report financial activities and ensure compliance with U.S. tax laws.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.7

satisfied

49 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Small tax-exempt organizations
Nonprofits with gross receipts under $100,000
Organizations requiring IRS financial reporting
Tax professionals assisting nonprofits
Authorized representatives of eligible organizations

Comprehensive Guide to Form 990-EZ

What is the IRS Form 990-EZ?

The IRS Form 990-EZ is a critical financial reporting form used by small tax-exempt organizations in the United States. This form serves to report the financial activities and compliance status of entities with gross receipts less than $100,000 and total assets under $250,000. Small tax-exempt organizations typically find this document vital for maintaining transparency with their stakeholders.

Key features of the IRS Form 990-EZ include extensive fillable fields and detailed reporting requirements, which help ensure thorough financial disclosures. Organizations that qualify to use this streamlined tax-exempt organization form must meet specific thresholds for financial size.

Purpose and Benefits of the IRS Form 990-EZ

The primary purpose of the IRS Form 990-EZ is to facilitate financial reporting and ensure compliance with IRS regulations. Filing this financial reporting form allows organizations to maintain their tax-exempt status, essential for continued operation and trust within the community.

Moreover, there are several benefits associated with submitting the IRS Form 990-EZ:

Enhances transparency for the organization and its stakeholders.
Fosters trust among donors and the public.
Assists in managing compliance with federal tax laws.

Eligibility Criteria for the IRS Form 990-EZ

To qualify for using the IRS Form 990-EZ, organizations must adhere to specific eligibility criteria. These include limits on gross receipts, which must be below $100,000, and total assets, which must not exceed $250,000.

Typically, eligible organizations include various small nonprofits, charities, and similar tax-exempt entities that meet these financial thresholds. Additional qualifications or restrictions might apply, depending on the type of organization.

When and How to File the IRS Form 990-EZ

Filing deadlines for the IRS Form 990-EZ are critical for compliance. Organizations must ensure timely submission, and those who miss the deadline should be prepared to file for an extension.

To submit the form, follow these steps:

Gather required financial data and organization details.
Choose to submit online or by mail, following the designated procedures.
If applicable, check for confirmation of receipt from the IRS.

Failing to file on time can result in penalties, so it's crucial to adhere strictly to these deadlines.

Filling Out the IRS Form 990-EZ: A Step-by-Step Guide

Filling out the IRS Form 990-EZ requires careful attention to detail. Before starting, collect essential information such as financial data and specific organization details. This preparatory step is crucial for an accurate submission.

Follow this field-by-field guide to ensure accuracy:

Complete sections for revenue and expenses, detailing sources clearly.
Provide information on net assets and liabilities.
Carefully review and confirm all data for correctness.

To avoid common mistakes while filling out the form, double-check entries and consult IRS guidelines as necessary.

How to Sign the IRS Form 990-EZ

When finalizing the IRS Form 990-EZ, proper signing is essential. Organizations can utilize either digital signatures or wet signatures, depending on their submission method.

Authorized representatives, such as board members or executives, must sign the form. Here’s how to proceed:

Ensure the signer is authorized to represent the organization.
Follow specific signing instructions provided by the IRS.

Proper signature ensures that the form remains valid upon submission.

Submission Methods and Confirmation

Submitting the IRS Form 990-EZ can be done via various methods, including online submission or mailing the completed form. Each method has its own advantages, such as the instant confirmation provided by online submissions.

To ensure successful submission:

Keep a record of the submitted documents for tracking purposes.
Follow up to confirm receipt; if rejected, be ready to address issues promptly.

Security and Compliance for the IRS Form 990-EZ

Handling sensitive information is paramount when filing the IRS Form 990-EZ. Organizations must prioritize security to safeguard their financial data.

Features like 256-bit encryption ensure the confidentiality of submitted documents. Compliance with regulations such as HIPAA and GDPR also plays a crucial role in data protection.

Maintaining confidentiality in financial reporting is essential for preserving organizational integrity.

Using pdfFiller for Completing the IRS Form 990-EZ

pdfFiller offers significant advantages to users completing the IRS Form 990-EZ. This cloud-based PDF editor simplifies the process of filling out and managing tax forms.

Key features include:

Easy filling and editing of forms directly in the browser.
eSigning capabilities for quick and secure signature collection.
Sharing options to collaborate with others efficiently.

Utilizing pdfFiller provides a seamless experience in managing your IRS Form 990-EZ and enhances overall efficiency.

Last updated on Apr 11, 2016

How to fill out the Form 990-EZ

1.

To access the IRS Form 990-EZ on pdfFiller, visit the website and use the search function to find the form by its name or IRS number.
2.

Once the form is open, review the layout to familiarize yourself with the different sections that need to be completed.
3.

Before filling out the form, gather your organization's financial statements, including revenue, expenses, and net assets statements, to ensure accurate information.
4.

Use the fillable fields in pdfFiller to enter the required details about your organization's financial activities as instructed on the form.
5.

Utilize pdfFiller’s tools to check any boxes or provide additional information where indicated on the form.
6.

After entering all the data, thoroughly review the form for any errors or incomplete sections to ensure compliance and accuracy.
7.

When you are satisfied with the form, use the 'Save' feature to store your document securely, or download it for your records.
8.

If you need to submit the form, follow the instructions provided for electronic submission or check if mailing is required.

FAQs

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

Contact Support

What organizations are eligible to use IRS Form 990-EZ?

Small tax-exempt organizations with gross receipts under $100,000 and total assets under $250,000 are eligible to file IRS Form 990-EZ.

What is the deadline for submitting Form 990-EZ?

Typically, Form 990-EZ must be filed on the 15th day of the 5th month after the end of your organization's fiscal year. For example, if your fiscal year ends on December 31, the form is due by May 15.

How should Form 990-EZ be submitted?

Form 990-EZ can be submitted electronically through the IRS e-File system or mailed to the appropriate IRS address. Ensure you follow submission guidelines to avoid penalties.

What supporting documents are required when filing Form 990-EZ?

While filing Form 990-EZ, organizations should maintain supporting documents like financial statements, revenue records, expenses, and any schedules that are relevant to the information provided.

What are common mistakes to avoid when filling out Form 990-EZ?

Common mistakes include underreporting revenue, failing to complete all required fields, and not having the form signed by an authorized representative. Always double-check for accuracy.

What are the processing times and fees associated with Form 990-EZ?

Processing times for Form 990-EZ can vary. Generally, the IRS processes electronically filed forms faster than mailed copies. There are typically no filing fees for 990-EZ, but late fees may apply.

What if my organization doesn’t qualify for Form 990-EZ?

If your organization has gross receipts exceeding $100,000 or total assets over $250,000, you must file the longer Form 990, which requires more comprehensive financial disclosures.