Get the free Form 990-EZ - The GOAL Project - goalproject

1 Dec 2015 ... www.rti.org ... a corporate quality website and meet at least quarterly. ..... management of general employee training files and controlled documents; .... To meet this goal, project-specific

How to fill out form 990-ez - form

How to Fill Out Form 990-EZ - Form:

1. Gather all the necessary information and documents: Before filling out Form 990-EZ, make sure you have all the relevant information and documents required. This includes details about your organization's income, expenses, assets, and liabilities. You may also need information about your organization's mission, activities, and governance.
2. Start with your organization's identification: Begin by providing basic details about your organization, such as its name, address, tax identification number (EIN), and contact information. Make sure to enter this information accurately as it will be used to identify your organization.
3. Complete Part I: Return information: In this section, you will be required to provide details about your organization's gross receipts, expenses, and net assets or fund balances. Make sure to carefully review the instructions provided in the form to ensure accurate reporting.
4. Proceed to Part II: Balance Sheets: In this section, you will need to provide information about your organization's assets, liabilities, and net assets or fund balances. This will give a snapshot of your organization's financial position. Pay attention to specific line items requested and follow the instructions given.
5. Move on to Part III: Statement of Program Service Accomplishments: Here, you will need to describe your organization's mission or most significant activities and provide details about the program services you offer. Be clear and concise in your descriptions, highlighting the impact and outcomes of your programs.
6. Complete Part IV: Checklist of Required Schedules: Review the checklist provided and ensure you have attached any required additional schedules or forms. This section helps the IRS determine if you have properly reported all the necessary information.
7. Review and sign the form: Once you have completed all the necessary sections, carefully review your form to make sure all information is accurate and complete. Don't forget to sign the form before submitting it.

Who Needs Form 990-EZ - Form?

1. Non-profit organizations: Form 990-EZ is primarily used by non-profit organizations that are exempt from income taxes under section 501(c)(3) of the Internal Revenue Code. This includes charitable, religious, educational, and other types of non-profit organizations.
2. Small to medium-sized non-profits: Form 990-EZ is designed for non-profit organizations that have gross receipts less than $200,000 and total assets less than $500,000. If your organization exceeds these thresholds, you may need to file Form 990 or Form 990-PF instead.
3. Compliance with IRS regulations: Non-profit organizations are required to file an annual information return with the IRS to maintain their tax-exempt status. Form 990-EZ helps these organizations report their financial activities and ensure compliance with IRS regulations.

Please note that this information is provided as a general guide and should not be considered as legal or financial advice. It is important to consult with a professional accountant or tax advisor for specific guidance on filling out Form 990-EZ and ensuring compliance with IRS regulations.

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What is form 990-ez - form?

Form 990-EZ is a shorter version of Form 990 and is used by small to medium-sized tax-exempt organizations to provide the IRS with financial information.

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

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

How to fill out form 990-ez - form?

Form 990-EZ should be filled out by providing details about the organization's income, expenses, assets, liabilities, and activities during the tax year.

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

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

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

Form 990-EZ requires information on the organization's revenue, expenses, assets, liabilities, activities, and governance structure.