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R f Short Form Return of Organization Exempt From Income Tax Form990EZ O MB No 1545 1150 2015 Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do

How to fill out form990-ez

How to Fill Out Form 990-EZ:

1. Gather all necessary information: Before starting the form, ensure you have all the required financial and organizational details ready, such as income and expenses, assets and liabilities, and any other relevant information.
2. Download or access the form: Visit the official website of the Internal Revenue Service (IRS) and locate Form 990-EZ. You can either download a fillable PDF version or use an online platform to complete the form electronically.
3. Provide basic information: Begin by filling in the organization's name, address, Employer Identification Number (EIN), tax year, and other requested details. Ensure accuracy and double-check the information you provide.
4. Complete Part I: This section requires you to provide the organization's financial information, including revenue and support, program service revenue, investment income, and other financial details. This part also includes questions about compensation of officers, private benefits, and other necessary disclosures.
5. Fill in Part II: Here, you will disclose any information about your organization's balance sheet, such as assets, liabilities, and net assets or fund balances. Ensure that all figures are accurate and properly categorized.
6. Proceed to Part III: This section deals with the organization's statement of program services achievements. Describe the purpose of your organization, its activities, and accomplishments during the tax year. Be concise but provide sufficient information.
7. Complete Part IV: Here, you'll answer questions regarding the organization's checklist of required schedules. Depending on your organization's activities and financial information, you may need to include additional schedules or attachments to complement Form 990-EZ.
8. Review and double-check: Before submitting the form, carefully review all the information you have provided. Ensure accuracy, completeness, and appropriate attachments, if required. Double-check calculations and verify that no sections or questions have been left unanswered.
9. Sign and submit the form: Sign and date the completed Form 990-EZ. If you are an authorized representative filing on behalf of the organization, ensure you have the necessary authority to do so. Finally, submit the form to the IRS within the specified deadline.

Who needs Form 990-EZ?

1. Non-profit organizations: Form 990-EZ is typically required for small to medium-sized tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000. This includes certain charitable, religious, educational, and other types of tax-exempt organizations.
2. Private foundations: Private foundations, regardless of their size, are generally required to file Form 990-PF instead of Form 990-EZ.
3. Public disclosure: Form 990-EZ is publicly available, allowing donors, stakeholders, and the public to review and assess an organization's finances. Therefore, organizations that desire transparency and accountability may choose to file Form 990-EZ voluntarily, even if they are not obligated to do so.

Note: It's important to consult the official IRS guidelines or seek professional advice to determine the specific filing requirements for your organization, as certain exceptions and variations might apply depending on the circumstances.

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What is form990-ez?

Form 990-EZ is a shorter version of Form 990 that certain exempt organizations must file with the IRS.

Who is required to file form990-ez?

Certain tax-exempt organizations with gross receipts not exceeding $200,000 and total assets not exceeding $500,000 are required to file Form 990-EZ.

How to fill out form990-ez?

Form 990-EZ can be filled out manually or electronically using tax preparation software. Organizations must provide information on revenue, expenses, assets, liabilities, and activities.

What is the purpose of form990-ez?

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

What information must be reported on form990-ez?

Information that must be reported on Form 990-EZ includes revenue, expenses, assets, liabilities, activities, and details about key employees and governance.