Get the free Short Form 990 EZ Return of Organization Exempt From ...

Form 990 EZ Department of the Treaty Internal Revenue Service A For the 2002 c B Check if applicable Address d. ., I Short Form Return of Organization Exempt From Income Tax Name the, e Initial return

How to fill out short form 990 ez

How to fill out short form 990 ez:

1. Gather the necessary information: Before starting the form, gather all the required information such as the organization's name, address, EIN (Employer Identification Number), program descriptions, and financial data.
2. Complete the identification section: Begin by filling out the Identification section of Form 990 EZ, which includes the basic details about the organization. Provide accurate information about the organization's name, address, EIN, tax year, accounting method, and the type of organization.
3. Complete part I: This section requires providing information about the organization's revenue and expenses. You will need to correctly categorize the organization's sources of revenue, including donations, grants, program service revenue, and other sources. Similarly, categorize the expenses into program service expenses, management expenses, and fundraising expenses.
4. Complete part II: In this section, you need to provide a summary of the organization's activities and achievements during the tax year. Describe the organization's mission, activities, accomplishments, and any changes from the previous year's form.
5. Complete part III: Part III requires reporting the organization's program service accomplishments. You will need to indicate the number of clients served, volunteers involved, and the hours dedicated to each program or service provided by your organization.
6. Complete part IV: This section focuses on the organization's assets, liabilities, and fund balances. Provide information about the organization's investments, cash reserves, and any outstanding loans or liabilities.
7. Complete part V: Part V of the form requires providing details about the organization's highest-paid employees, officers, and contractors. Report their names, positions, and compensations accurately.
8. Review and sign the form: Once you have filled out all the required sections of Form 990 EZ, carefully review the information provided to ensure accuracy and completeness. Make sure to sign the form before submitting it.

Who needs short form 990 ez:

1. Nonprofit organizations with gross receipts less than $200,000: The short form 990 EZ is generally required for nonprofit organizations with gross receipts less than $200,000 and total assets less than $500,000.
2. Organizations that are not private foundations: Private foundations are generally required to file Form 990-PF rather than Form 990 EZ. Therefore, if your organization falls under the category of a private foundation, you would not be eligible to file Form 990 EZ.
3. Nonprofit organizations that meet the criteria of the IRS: The eligibility criteria for filing Form 990 EZ may vary, and it's essential to consult the IRS guidelines or seek professional advice to determine if your specific organization qualifies for using the short form.

For pdfFiller’s FAQs

What is short form 990 ez?

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

Who is required to file short form 990 ez?

Certain tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000 are required to file short form 990 EZ.

How to fill out short form 990 ez?

Short form 990 EZ can be filled out by providing information about the organization's finances, activities, and governance structure as required by the IRS.

What is the purpose of short form 990 ez?

The purpose of short form 990 EZ is to provide the IRS and the public with information about a tax-exempt organization's finances, activities, and governance.

What information must be reported on short form 990 ez?

Information such as revenue, expenses, assets, liabilities, programs, and governance structure must be reported on short form 990 EZ.

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