Get the free Form 99O-EZ

Short Form OMB No 1545-1150 Return of Organization Exempt From Income Tax Form 99O-EZ 20010 Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust

How to fill out form 99o-ez

How to fill out Form 990-EZ:

1. Gather all the necessary information: Before you start filling out Form 990-EZ, make sure you have all the required information and documents at hand. This includes details about your organization's finances, programs, governance, and other relevant information.
2. Provide basic information: Begin by filling out the basic details in Part I of Form 990-EZ, such as your organization's name, address, employer identification number (EIN), and other identifying information.
3. Complete Part I: In Part I, provide information about your organization's mission, primary exempt purpose, and significant activities. You will also need to answer questions regarding your organization's tax-exempt status, whether it has filed a Form 990-N, and if you have terminated or gone out of business.
4. Fill out Part II: Part II of the form focuses on reporting your organization's revenue and expenses. You will need to provide information about contributions, program service revenue, investment income, and other revenue sources. Additionally, report your organization's expenses, such as salaries, fundraising expenses, and occupancy costs.
5. Complete Part III: Part III addresses your organization's statement of program service accomplishments. Here, you will describe the activities and achievements related to your nonprofit's mission during the tax year. Be specific and provide relevant details.
6. Provide additional information: Form 990-EZ requires you to answer a set of additional questions in Schedule O. These questions cover topics such as governance, policies, compensation, and potential conflicts of interest. Answer these questions thoroughly and accurately.
7. Review and sign: After completing all the sections and schedules of Form 990-EZ, carefully review the information provided for accuracy and completeness. Ensure that all required schedules are attached. Finally, the form must be signed by an authorized individual from your organization.

Who needs Form 990-EZ?

1. Nonprofit organizations: Form 990-EZ is primarily used by nonprofit organizations that have gross receipts less than $200,000 and total assets less than $500,000 at the end of the tax year. These organizations must file this form to fulfill their legal requirement of reporting financial information to the Internal Revenue Service (IRS).
2. Tax-exempt organizations: Organizations that have been granted tax-exempt status under section 501(c)(3) or other applicable sections of the tax code are generally required to file Form 990-EZ. This form helps the IRS and the public gain insights into the organization's financial activities, governance, and program accomplishments.
3. Smaller nonprofits: If your nonprofit does not meet the criteria for filing Form 990, which is generally required for larger organizations, Form 990-EZ provides a simplified version that is easier to complete. This makes it more suitable for smaller nonprofit organizations with less complex financial operations.

For pdfFiller’s FAQs

What is form 990-ez?

Form 990-EZ is a shortened version of Form 990 and is used by small to mid-sized tax-exempt organizations to report their financial information to the IRS.

Who is required to file form 990-ez?

Tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000 are required to file Form 990-EZ.

How to fill out form 990-ez?

Form 990-EZ can be filled out manually or electronically using tax preparation software. The organization needs to provide information on its finances, activities, and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about a tax-exempt organization, including its mission, programs, and finances.

What information must be reported on form 990-ez?

Information about the organization's revenue, expenses, assets, liabilities, grants given, and key officers must be reported on Form 990-EZ.

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