Get the free 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 Form 990-EZ is a tax document used by small tax-exempt organizations in the US to report their financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.5

satisfied

51 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Small tax-exempt organizations
Nonprofit organizations
Charitable entities with gross receipts under $250,000
Organizations with total assets below $500,000
Tax officers managing nonprofit finances
Accountants specializing in nonprofit taxes

Comprehensive Guide to Form 990-EZ

What is Form 990-EZ?

Form 990-EZ is a streamlined tax form designed specifically for small tax-exempt organizations in the United States. This form is primarily used to report key financial information to the IRS, ensuring compliance with federal tax regulations. Organizations with gross receipts of $250,000 or less and total assets not exceeding $500,000 are typically required to file Form 990-EZ. Unlike the more extensive Form 990, which is used by larger organizations, Form 990-EZ simplifies the reporting process while still fulfilling necessary obligations.

Purpose and Benefits of the Form 990-EZ

The significance of Form 990-EZ extends beyond compliance; it serves several beneficial purposes for non-profit organizations. Filing Form 990-EZ fosters transparency by providing stakeholders with a clear view of an organization’s financial standing. This transparency is essential for maintaining tax-exempt status and instilling public trust. Accurate reporting through Form 990-EZ can also positively influence funding opportunities, as potential donors often scrutinize financial disclosures before committing their resources.

Eligibility Criteria for Form 990-EZ

Organizations wishing to file Form 990-EZ must meet specific eligibility criteria, primarily concerning their financial size. To qualify, an organization must have gross receipts that do not exceed $250,000 and total assets below the $500,000 threshold. Various types of organizations, such as religious groups and charities, can file this form, provided they meet these financial criteria. Additionally, organizations need to be aware of special circumstances or additional requirements that may affect their eligibility.

When and How to File Form 990-EZ

Understanding the filing timeline and process for Form 990-EZ is crucial for organizations. The key deadlines for submitting Form 990-EZ are generally the 15th day of the fifth month after the end of the organization’s fiscal year. Organizations can submit their forms electronically or via paper filing. To streamline the process, it’s advisable to prepare the form well in advance, ensuring that all necessary documentation and information are readily available.

Filling Out Form 990-EZ: Step-by-Step Instructions

Completing Form 990-EZ can be a straightforward process when approached methodically. The form is divided into key sections that require specific details about the organization's financial operations. Here are the essential steps to filling out each part:

Start with basic organizational information, such as name and EIN.
Accurately report the organization’s revenue and expenses.
Complete the assets section, reflecting the organization’s total assets.
Detail the program service accomplishments in the appropriate section.

While filling out the form, it’s important to avoid common pitfalls, such as inaccurate calculations and incomplete information.

Reviewing and Validating Your Form 990-EZ

Prior to submission, organizations should ensure the accuracy of Form 990-EZ through thorough review and validation. Start with a checklist to verify that all fields are correctly filled out. It is also essential to double-check any mathematical calculations to avoid errors. If there are uncertainties regarding specific sections, seeking assistance could prevent issues during submission.

Submission and Confirmation of Form 990-EZ

After completing and validating the form, organizations should be aware of the submission process and what follows. Upon filing Form 990-EZ, confirmation of the submission will typically be sent by the IRS. It’s advisable for organizations to keep track of their submission status using online resources or IRS communication. Processing timelines can vary, but organizations should anticipate a standard timeframe post-submission.

What to Do if You Need to Amend Form 990-EZ

If an organization discovers errors or omissions in their submitted Form 990-EZ, it's important to know the steps for amending the form. The amendment process generally involves filling out the form again with the corrected information and submitting it. Common reasons for amendments include incorrect revenue figures or missing expenses. Organizations should be aware of the potential consequences of incorrect submissions to ensure compliance with IRS regulations.

Security and Compliance Considerations for Form 990-EZ

Data protection and compliance remain paramount when submitting Form 990-EZ. Organizations must adhere to security protocols to safeguard sensitive information during submission. Compliance with IRS guidelines and general data protection regulations is essential for maintaining trust and legal standing. Additionally, organizations should keep thorough records of their submitted forms for future reference and compliance needs.

Using pdfFiller for Your Form 990-EZ

pdfFiller offers a robust solution for organizations needing to complete Form 990-EZ efficiently. The platform features comprehensive tools for editing and managing documents, making the form-filling process straightforward. Users can easily access their forms in the cloud, ensuring flexibility and security. pdfFiller also prioritizes data safety, providing a secure environment for handling sensitive documents.

Last updated on Dec 27, 2014

How to fill out the Form 990-EZ

1.

To access the Form 990-EZ on pdfFiller, visit their website and use the search bar to enter 'Form 990-EZ'. Click on the appropriate link to open the document.
2.

Once the form is open, familiarize yourself with pdfFiller's interactive interface. Click on fields to enter your organization’s specific information, ensuring that you fill out all required sections.
3.

Before starting, gather all necessary financial documents. Prepare your revenue, expenses, and asset details as well as program descriptions and any supporting data needed for the form.
4.

As you fill in the form, regularly review your entries. Make sure all information is accurate, as it will be submitted to the IRS.
5.

After completing the form, use pdfFiller's preview feature to double-check your entries. Look for any missing information or errors.
6.

Save your work frequently to avoid losing any data. Click 'Save' and choose a location on your device to store the completed form.
7.

When ready to submit, download the filled form as a PDF for your records. Follow the IRS submission guidelines for sending the document by mail or electronically.

FAQs

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

Contact Support

Who is eligible to use Form 990-EZ?

Organizations that qualify to use Form 990-EZ include small tax-exempt organizations with gross receipts of $250,000 or less and total assets of $500,000 or less.

What is the deadline for submitting Form 990-EZ?

Form 990-EZ must be filed annually on the 15th day of the 5th month after the end of your organization’s accounting period. Extensions may be available if needed.

How can I submit Form 990-EZ?

You can submit Form 990-EZ electronically through the IRS e-file system or by mailing a hard copy to the appropriate IRS address for tax-exempt organizations.

What supporting documents do I need for Form 990-EZ?

Spend time gathering financial statements, revenue and expense reports, and any other relevant information that showcases your organization’s activities and performance.

What common mistakes should I avoid when filling out Form 990-EZ?

Common mistakes include providing inaccurate information, omitting required fields, and not reviewing the form before submission. Ensuring accuracy helps avoid processing delays.

What is the processing time for Form 990-EZ?

Processing times for Form 990-EZ can vary, but typically it takes the IRS several weeks to process the form once submitted. Be sure to file early to avoid potential delays.

Are there any fees associated with filing Form 990-EZ?

There are usually no fees required for filing Form 990-EZ itself, but organizations should check for any potential fees related to e-filing services if applicable.