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Form990OMB No. 15450047Return of Organization Exempt From Income Tax2010Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department

How to fill out short form 990-ez return

How to fill out short form 990-ez return

1. To fill out the short form 990-EZ return, follow these steps:
2. Gather all necessary information and documents, including financial records, receipts, and other supporting documents.
3. Begin by completing the identification section, which includes the organization's name, address, EIN, accounting period, and other basic details.
4. Fill out Part I, which involves summarizing the organization's revenue, expenses, and net assets or fund balances.
5. Proceed to Part II, where you will provide information about specific activities, such as program services, fundraising, and management.
6. Complete Part III, which requires additional details about the organization's statement of functional expenses.
7. If applicable, fill out Part IV to report information about specific revenues and expenses.
8. Review the completed form for accuracy and make sure all relevant schedules and statements are attached.
9. Sign and date the form before submitting it to the IRS.
10. Keep a copy of the completed form and supporting documents for your records.
11. Note: It's always recommended to consult with a tax professional or refer to the IRS instructions for Form 990-EZ to ensure accurate and compliant completion.

Who needs short form 990-ez return?

1. Nonprofit organizations with gross receipts less than $200,000 and total assets less than $500,000 can use the short form 990-EZ return. Entities that meet these criteria are generally smaller organizations or those in their initial years of operation.
2. However, there are some exceptions. Public charities with annual gross receipts of less than $50,000 may be eligible to file the simplified Form 990-N (e-Postcard) instead of Form 990-EZ.
3. It's important to note that private foundations, Section 527 political organizations, and larger organizations do not qualify for the short form 990-EZ and must file the regular Form 990.

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What is short form 990-ez return?

The short form 990-EZ return is a simplified version of the IRS Form 990, used by small tax-exempt organizations to report their financial information and activities.

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

Organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year are typically required to file the short form 990-EZ.

How to fill out short form 990-ez return?

To fill out the short form 990-EZ, organizations must provide details about their income, expenses, assets, and program services. Specific instructions are provided by the IRS on the form itself.

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

The purpose of the short form 990-EZ return is to provide the IRS with essential financial information about small tax-exempt organizations and to ensure compliance with tax regulations.

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

Information that must be reported includes details about the organization's mission, financial statements, revenue sources, expenses, and balance sheet information.