Get the free IRS Form 990-EZ

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is Form 990-EZ

The IRS Form 990-EZ is a tax document used by small tax-exempt organizations to report their financial information to the Internal Revenue Service.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.0

satisfied

28 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Small tax-exempt organizations in the US
Nonprofits with gross receipts under $250,000
Organizations with total assets under $500,000
Trustees and key employees of tax-exempt entities
Finance officers in nonprofit organizations

Comprehensive Guide to Form 990-EZ

What is IRS Form 990-EZ?

IRS Form 990-EZ is a tax form designed for small tax-exempt organizations to report their financial information to the Internal Revenue Service (IRS). This form simplifies the reporting process for those organizations whose gross receipts are $250,000 or less and total assets do not exceed $500,000. It is essential for these entities to use this form to maintain their tax-exempt status and stay compliant with IRS regulations.

Organizations that qualify for IRS Form 990-EZ include charities, educational institutions, and other nonprofits. Understanding the relationship between Form 990-EZ and other IRS forms, such as Form 990 and 990-N, is crucial for proper filing and compliance.

Purpose and Benefits of Filing IRS Form 990-EZ

Filing IRS Form 990-EZ holds significance for small tax-exempt organizations, as it ensures accurate financial reporting and compliance with federal regulations. Such transparency is vital for maintaining trust with donors and stakeholders.

Accurate reporting illuminates the organization’s financial health and aids in informed decision-making.
Timely submission can prevent penalties and protect the organization’s tax-exempt status.
Enhanced credibility leads to increased funding opportunities and community support.

Who Needs to File IRS Form 990-EZ?

Organizations required to file IRS Form 990-EZ must adhere to specific criteria based on their financial thresholds. To file this form, organizations typically must have gross receipts under $250,000 and total assets of $500,000 or less.

The definition of gross receipts includes all income received by the organization, while total assets refer to the organization’s financial holdings at the end of the year. Careful assessment of income is necessary to determine eligibility for using Form 990-EZ.

What to Gather Before Filling Out IRS Form 990-EZ

Before completing IRS Form 990-EZ, organizations should prepare by gathering necessary financial and operational documents. These documents will ensure accurate and efficient completion of the form.

Income statements detailing all earned income.
Balance sheets reflecting total assets and liabilities.
Records of any grants or donations received during the fiscal year.
Information on expenditures and program costs.

Additionally, understanding each data field on the form and maintaining organized records will facilitate a smoother filing process.

How to Fill Out IRS Form 990-EZ Online (Step-by-Step)

Filling out IRS Form 990-EZ can be done efficiently through pdfFiller. Here is a step-by-step guide to completing the form online:

Log into your pdfFiller account and access IRS Form 990-EZ.
Follow the prompts to input your organization’s information.
Fill in each required field, paying special attention to accuracy.
Utilize the eSigning feature to digitally sign your form if necessary.
Review the completed form for any errors or omissions.
Submit the form electronically or print for mailing, as preferred.

Common errors to avoid include misreporting income totals and neglecting to include necessary signatures.

Review and Submission of IRS Form 990-EZ

Once IRS Form 990-EZ is completed, reviewing it for accuracy is critical. Organizations should ensure all entries are correct before submission to prevent unnecessary complications.

Verify that all financial information is accurate and complete.
Understand the requirements for digital signatures versus physical signatures.
Know the options for submitting the form, including electronic submission or traditional mail.

Consequences of Not Filing IRS Form 990-EZ or Late Filing

Failing to file IRS Form 990-EZ on time can lead to significant consequences for tax-exempt organizations. These include financial penalties that vary based on the length of delay and other factors.

Missed deadlines may result in automatic penalties imposed by the IRS.
Noncompliance can jeopardize an organization’s tax-exempt status.
Extensions may be available, but must be requested prior to the original due date.

Security and Compliance When Filing IRS Form 990-EZ

Ensuring the security of sensitive financial information while filing IRS Form 990-EZ is paramount. pdfFiller provides robust security features designed to protect document integrity.

Utilizes 256-bit encryption for secure data handling.
Compliance with regulations such as HIPAA and GDPR ensures user privacy.
Guidelines are available to assist users in maintaining data privacy during submission.

After Filing IRS Form 990-EZ: What to Expect

Following the submission of IRS Form 990-EZ, organizations should know the next steps in the process. Understanding how to track submissions and amend filings if necessary is essential.

Monitor the status of your submission through the IRS tracking system.
Know the typical processing time, which can vary.
Be prepared to correct or amend the form when required to address any discrepancies.

Maximize Ease with pdfFiller for IRS Form 990-EZ

Utilizing pdfFiller for IRS Form 990-EZ streamlines the filing process for organizations. The platform offers a variety of features designed to simplify completing this important tax document.

eSigning tools allow for quick and secure document signing.
Editing capabilities facilitate changes and updates to forms.
Positive user experiences are common, with many organizations reporting enhanced efficiency.

Last updated on Mar 17, 2015

How to fill out the Form 990-EZ

1.

Start by accessing pdfFiller and searching for 'IRS Form 990-EZ' in the form library.
2.

Once you find the form, click on it to open it in the pdfFiller interface.
3.

Before filling out the form, gather the necessary financial information such as income statements, expense reports, and asset details.
4.

Begin completing the form by entering the organization’s name and address in the designated fields.
5.

Continue filling in the income section using figures from your gathered financial documents, ensuring accuracy.
6.

Move on to the expenses section, detailing outlay amounts and categorizing them correctly per the guidelines.
7.

For the assets section, list all relevant assets and their respective values based on your financial data.
8.

Review all filled fields for accuracy, and use the pdfFiller tools to check for any errors.
9.

Finalizing your form, ensure that all required signatures from roles like Officer or Director are included.
10.

Once completed, save your changes by downloading the document or utilizing the submit option to send it directly through pdfFiller.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

What are the eligibility requirements for filing IRS Form 990-EZ?

IRS Form 990-EZ can be filed by small tax-exempt organizations with gross receipts of $250,000 or less and total assets under $500,000. These entities include nonprofits, charities, and foundations.

What is the filing deadline for IRS Form 990-EZ?

Typically, IRS Form 990-EZ is due on the 15th day of the 5th month after the end of an organization's accounting period. For organizations operating on a calendar year, the deadline is May 15.

How can I submit IRS Form 990-EZ?

IRS Form 990-EZ can be submitted via electronic filing using IRS-approved software or mailed directly to the IRS under the appropriate address listed in the form's instructions.

What supporting documents are required when filing Form 990-EZ?

When filing IRS Form 990-EZ, organizations should attach financial statements, annual budgets, and any additional documentation requested by the IRS. This may include schedules for specific financial details.

What are some common mistakes to avoid when completing the form?

Common mistakes include failing to report all sources of income, neglecting to obtain required signatures, and missing the filing deadline. Always validate figures and information for accuracy before submission.

How long does it take for the IRS to process Form 990-EZ?

Processing times for IRS Form 990-EZ can vary, but typically it takes around 90 days for the IRS to review and process submitted forms, depending on their workload at the time.

Is there a filing fee associated with IRS Form 990-EZ?

There is no filing fee for submitting IRS Form 990-EZ. However, if you are using a third-party service for e-filing, there may be associated service fees.