Get the free Short Form Form 990-EZ 2013 Return of Organization Exempt ...

Form 990EZ Short Form Return of Organization Exempt From Income Tax OMB No. 15451150 2013 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Open to

How to fill out short form form 990-ez

How to fill out short form form 990-ez:

1. Gather necessary information: Before starting to fill out the form, gather all the required information, such as the organization's name, address, EIN (Employer Identification Number), financial data, and details about its activities.
2. Section I - Identification of the Organization: Fill out the organization's name, address, and EIN. This section also asks for details about the organization's principal officer, tax year, and the group exemption number if applicable.
3. Section II - Signature Block: Provide the name and title of the individual authorized to sign the form on behalf of the organization. They must also sign and date the form.
4. Section III - Statement of Program Service Accomplishments: Report the organization's mission statement and describe its activities and achievements during the tax year. Provide details about accomplishments in program services, special events, and significant accomplishments.
5. Section IV - Checklist of Required Schedules: Review the checklist and ensure that any applicable schedules are attached to the form. This section identifies various schedules that may need to be completed based on the organization's activities and financial transactions.
6. Section V - Statements Regarding Other IRS Filings and Tax Compliance: Answer the questions regarding the organization's compliance with tax requirements and filing of other IRS forms.
7. Section VI - Governance, Management, and Disclosure: Provide information related to the organization's governing body, key employees, and governance policies. This section also asks about certain practices like whistle-blower policies and conflict of interest policies.
8. Section VII - Compensation of Officers, Directors, Trustees: Report details about the compensation of officers, directors, trustees, and other highest-paid employees. This section requires disclosures about salary, benefits, and any other compensation given.
9. Section VIII - Statement of Revenue: Report the organization's income and revenues, including donations, program service revenue, investment income, and other sources of revenue.
10. Section IX - Functional Expenses: Provide a breakdown of the organization's expenses by program service, management and general, and fundraising. This section requires the organization to allocate expenses accurately.

Who needs short form form 990-ez?

1. Non-profit organizations: Non-profit organizations that meet certain financial thresholds can use the short form form 990-ez instead of the full-length form 990. This form is commonly used by small and medium-sized non-profits.
2. Organizations with less complex financial activities: The short form form 990-ez is designed for organizations with relatively straightforward finances. If an organization has more complex financial transactions, it may be required to use the full-length form 990.
3. Organizations with gross receipts < $200,000 and total assets < $500,000: To be eligible to use the short form form 990-ez, an organization must have gross receipts less than $200,000 and total assets less than $500,000 at the end of the tax year.

Note: It's always advisable to consult with a tax professional or refer to the official IRS guidelines to ensure accurate completion and submission of the short form form 990-ez.

For pdfFiller’s FAQs

What is short form form 990-ez?

Short form form 990-ez is a simplified version of form 990 for organizations with gross receipts less than $200,000 and total assets less than $500,000.

Who is required to file short form form 990-ez?

Organizations with gross receipts less than $200,000 and total assets less than $500,000 are required to file short form form 990-ez.

How to fill out short form form 990-ez?

Short form form 990-ez can be filled online or manually by providing information about the organization's financial activities, governance, and compliance with tax laws.

What is the purpose of short form form 990-ez?

The purpose of short form form 990-ez is to provide the IRS and the public with information about the financial activities and governance of tax-exempt organizations.

What information must be reported on short form form 990-ez?

Information about the organization's revenue, expenses, assets, liabilities, governance structure, and compliance with tax laws must be reported on short form form 990-ez.

How can I get short form form 990-ez?

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