Get the free Form 990-EZ

This document is a tax return for organizations exempt from income tax under Section 501(c) of the Internal Revenue Code, specifically for those with gross receipts less than $100,000 and total assets

How to fill out form 990-ez

How to fill out Form 990-EZ

1. Gather your financial information: Collect all necessary financial data, including income, expenses, assets, and liabilities for the tax year.
2. Fill out the organization information: At the top of the form, enter the organization's name, address, and Employer Identification Number (EIN).
3. Complete Part I: Provide a summary of revenue and expenses. Report your total revenue, total expenses, and determine if you have a net asset or liability.
4. Fill out Part II: Report your program service accomplishments. Describe your major activities and how they further your organization’s mission.
5. Complete Part III: Provide information about your organization's revenue. Report the sources of revenue and amounts in the appropriate sections.
6. Fill out Part IV: Detail your expenses. List expenses incurred in the program service, management, and fundraising categories.
7. Complete Part V: Provide information about the organization's assets, liabilities, and net assets. List the year-end totals for each.
8. Fill out Part VI: Answer the questions about governance and management practices. Provide information about the board and other governing bodies.
9. Complete Part VII: Fill out the signature area. An authorized person must sign and date the form.
10. Review the completed form for errors: Ensure that all information is accurate and complete before submission.
11. Submit the form: File Form 990-EZ with the IRS either electronically or by mail, depending on your organization's requirements.

Who needs Form 990-EZ?

1. Form 990-EZ is primarily for small to mid-sized tax-exempt organizations whose gross receipts are between $200,000 and $500,000 and total assets are under $2.5 million.
2. Organizations such as charitable trusts, religious organizations, and nonprofit entities may need to file Form 990-EZ to maintain their tax-exempt status.
3. It is also used by organizations that are not required to file the standard Form 990 but still need to provide financial transparency to the IRS and the public.

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, which is used by certain tax-exempt organizations to report their financial information to the IRS.

Who is required to file Form 990-EZ?

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

How to fill out Form 990-EZ?

To fill out Form 990-EZ, organizations need to provide their financial details, including income, expenses, and assets, along with information about their programs and governance.

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 organization's financial health and activities, ensuring transparency and compliance with tax regulations.

What information must be reported on Form 990-EZ?

Form 990-EZ requires organizations to report revenue, expenses, net assets, functional expenses, and information regarding directors, officers, and key employees.