Get the free Short Form Form 990-EZ Department of the Treasury OMB No

Short Form 990-EZ Department of the Treasury OMB No. 1545-1150 Return of Organization Exempt From Income Tax Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung

How to fill out short form form 990-ez

How to fill out the short form form 990-ez:

1. Gather all the required information and documents: Before starting to fill out the form, make sure you have all the necessary information and documents ready. This may include details about your organization's finances, activities, assets, liabilities, and programs.
2. Provide the identifying information: Start by filling out the primary identifying information section, which includes the name of your organization, address, Employer Identification Number (EIN), and the tax year the form is being filed for.
3. Complete Part I: Revenue, Expenses, and Changes in Net Assets or Fund Balances: In this section, you will report your organization's revenue, various types of expenses, and any changes in net assets or fund balances. Provide the requested information accurately and thoroughly, including details about different revenue sources and the breakdown of expenses.
4. Fill out Part II: Balance Sheets: This section requires you to report your organization's assets, liabilities, and net assets or fund balances at the beginning and end of the tax year. Make sure to include all relevant details and account for any changes that may have occurred.
5. Complete Part III: Statement of Program Service Accomplishments: Here, you will describe your organization's program services and accomplishments during the tax year. Provide detailed information about the programs or services you offer, their objectives, and the number of individuals or communities served.
6. Provide additional required information: Depending on the nature of your organization and its activities, there may be additional sections, schedules, or attachments required. Make sure to review the instructions provided with the form and include any necessary attachments or explanations.

Who needs the short form form 990-ez:

1. Nonprofit Organizations: Generally, nonprofit organizations that have gross receipts less than $200,000 and total assets less than $500,000 at the end of the tax year can use the short form form 990-ez. This includes organizations such as charitable, educational, religious, scientific, and literary organizations.
2. Certain Section 501(c)(3) Organizations: Specifically, organizations exempt under section 501(c)(3) of the Internal Revenue Code, which covers charitable organizations, may be eligible to use the short form form 990-ez if they meet the gross receipts and asset thresholds mentioned above.
3. Note: Individuals or other types of businesses or organizations that do not fall under the eligible categories mentioned above would not need to file the short form form 990-ez. They may have different filing requirements or may not be required to file a tax-exempt organization return at all.

Always consult the latest instructions and guidelines provided by the IRS or seek professional advice to ensure accurate and timely completion of the short form form 990-ez.

For pdfFiller’s FAQs

What is short form form 990-ez?

Form 990-EZ is an abbreviated version of Form 990 for smaller organizations with less than $200,000 in gross receipts and less than $500,000 in total assets.

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

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

How to fill out short form form 990-ez?

To fill out Form 990-EZ, organizations must provide information about their mission, programs, and finances, as well as details about their governance and compliance with federal tax laws.

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

The purpose of Form 990-EZ is to provide the IRS and the public with information about a tax-exempt organization's finances, activities, and governance.

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

Information that must be reported on Form 990-EZ includes details about the organization's revenue, expenses, assets, liabilities, grants, and compensation of key employees.

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