Get the free 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 Form 990-EZ is a tax document used by small 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

4.1

satisfied

59 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Small tax-exempt organizations in the US
Nonprofit organizations with gross receipts under $200,000
Organizations with total assets less than $500,000
Authorized signers for tax filings
Financial officers of nonprofit entities

Comprehensive Guide to Form 990-EZ

What is Form 990-EZ?

Form 990-EZ is a tax document specifically designed for small tax-exempt organizations in the United States to report their financial activities to the IRS. This form serves as a simplified version of the more comprehensive Form 990 and is utilized by organizations that typically have gross receipts of $200,000 or less and total assets under $500,000. The primary role of Form 990-EZ is to promote transparency and compliance in tax reporting for these organizations.

Purpose and Benefits of the Form 990-EZ

Form 990-EZ is essential for eligible organizations as it streamlines the reporting process, allowing them to easily disclose their financial activities. By utilizing this simplified version, organizations can reduce the complexity often associated with standard Form 990 filings. Additionally, filing Form 990-EZ enhances the credibility of small organizations, fostering trust among donors and the general public.

Who Needs to File Form 990-EZ?

Only certain organizations are required to complete Form 990-EZ. The eligibility criteria typically includes having gross receipts under $200,000 and total assets below $500,000. This form is primarily aimed at small tax-exempt entities, which are often community-based nonprofits or service organizations. It is important to note that while some organizations may qualify to use Form 990-EZ, others might be mandated to file the more detailed Form 990.

When and How to File Form 990-EZ

Organizations must adhere to specific deadlines when submitting Form 990-EZ, usually aligned with the end of their fiscal year. There are options for electronic submission or traditional mail, rendering the filing process straightforward. Extension requests can be made if additional time is needed, ensuring compliance without the pressure of a tight timeline.

Step-by-Step Guide: How to Fill Out Form 990-EZ Online

To complete Form 990-EZ successfully, follow this field-by-field guide. Start by gathering necessary financial documentation to ensure accuracy. Avoid common pitfalls such as underreporting revenue or missing signatures, as these can lead to filing complications. Utilizing tools like pdfFiller can facilitate this process, providing a user-friendly interface for form completion.

Required Documents and Supporting Materials

To accurately complete Form 990-EZ, organizations must prepare specific documents, including:

Financial statements
Mission statements
Previous tax returns

Ensuring these records are complete and accurate is crucial, as they support the information reported on the form. Additional supporting materials may also need to be submitted alongside Form 990-EZ to validate the financial data provided.

How to Sign Form 990-EZ and Submission Methods

Form 990-EZ must be signed by an authorized signer within the organization. The eSigning process allows for a digital signature, which is legitimate and secure. Understanding the difference between digital and traditional signatures is key to compliance, as both methods are valid for submission, but may have different requirements in terms of authentication.

Security and Compliance When Filing Form 990-EZ

Prioritizing data security during the filing process is essential. Platforms like pdfFiller utilize 256-bit encryption to protect sensitive documents while ensuring compliance with privacy laws such as HIPAA and GDPR. Organizations should also implement secure storage practices for their submitted forms to safeguard the information contained within.

What Happens After You Submit Form 990-EZ?

Once Form 990-EZ is submitted, organizations will receive a confirmation of their filing. They can track the status of their submission and should be prepared to make corrections or amendments if necessary. Common reasons for rejection include incomplete information or discrepancies in financial reporting, which can be addressed promptly to resolve any issues.

Get Started with pdfFiller for Completing Form 990-EZ

Utilizing pdfFiller simplifies the process of filling out Form 990-EZ. The platform offers features such as eSigning, document editing, and secure storage, making it easy to create, fill, and submit the form efficiently. Exploring the capabilities of pdfFiller enhances the experience, ensuring a smoother filing process for organizations.

Last updated on Apr 18, 2016

How to fill out the Form 990-EZ

1.

To access the Form 990-EZ on pdfFiller, navigate to the website and search for 'Form 990-EZ'. Click on the relevant link to open the form.
2.

Once the form is open, review the fillable fields. Click on each field to enter your information. Ensure you use clear details as required by the IRS.
3.

Before starting, gather essential information such as your organization’s mission, financial details, and a list of officers and directors.
4.

As you complete the form, pay attention to the instructions provided for each section. Ensure accuracy in all entries to avoid common mistakes.
5.

Once you have filled out the form, take a moment to review the information for any errors or omissions. Correct any issues found.
6.

After finalizing your entries, save the form using the 'Save' option in pdfFiller. This will allow you to access it later if needed.
7.

Finally, download the completed form for your records or select the 'Submit' option to send it directly to the IRS through pdfFiller.

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?

Form 990-EZ can be filed by small tax-exempt organizations in the US with gross receipts of $200,000 or less and total assets of $500,000 or less.

What are the deadlines for submitting Form 990-EZ?

Form 990-EZ must be filed by the 15th day of the 5th month after the end of your organization's tax year. Extensions may be requested, but ensure compliance with IRS guidelines.

How can I submit Form 990-EZ?

You can submit Form 990-EZ electronically through IRS-approved e-filing services or by mailing a printed copy to the appropriate IRS address based on your location.

What supporting documents are required with Form 990-EZ?

Typically, no additional documents are required for Form 990-EZ itself, but organizations must maintain records of all financial activities and governance for IRS review if requested.

What common mistakes should I avoid when completing Form 990-EZ?

Common mistakes include failing to report all income, omitting required signatures, and neglecting to double-check numerical entries. Take your time to ensure all information is accurate.

What is the processing time for Form 990-EZ?

Processing times for Form 990-EZ can vary, but typically electronic submissions are processed faster than mailed forms. Plan ahead if you have a deadline.