Get the free Short Form Form 990-EZ Department of the Treasury Internal Revenue Service OMB No 15...

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

How to fill out short form form 990-ez

How to fill out short form form 990-ez:

1. Gather all necessary information - Before starting to fill out form 990-ez, make sure you have all the required information at hand. This may include details about your organization's mission, activities, financial statements, and any other relevant documents.
2. Provide basic information - Begin by filling out the basic information section of the form. This includes details such as the organization's name, address, EIN (Employer Identification Number), and tax year. Ensure that all information is accurate and up to date.
3. Complete Part I - Part I of the form asks for information about the organization's revenue, expenses, and assets. Provide the necessary details based on your organization's financial records. For example, you may need to report revenue from program services, contributions, and investments, as well as expenses related to salaries, rent, and other operating costs.
4. Fill out Part II - Part II of the form focuses on specific activities and programs carried out by the organization. Provide details about your organization's mission statement, program accomplishments, and any grants or assistance provided.
5. Complete Part III - Part III requires information about the organization's statement of program service revenue. This involves categorizing revenue based on specific program services or activities. Carefully report the revenue amounts under the appropriate headings.
6. Provide necessary schedules - Depending on the organization's activities, certain schedules may need to be attached to the form. These schedules provide additional information and details about specific aspects of the organization's finances and operations. Examples include Schedule A for public charities, Schedule B for political activities, and Schedule O for supplemental information.

Who needs short form form 990-ez:

1. Small tax-exempt organizations - The short form form 990-ez is primarily intended for small tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the tax year. These organizations are not required to file the longer and more detailed form 990.
2. Certain non-profit organizations - Non-profit organizations that fall under specific tax-exempt categories, such as certain religious organizations, educational institutions, and certain governmental organizations, may also use the short form 990-ez.
3. Organizations meeting certain criteria - Additionally, organizations that have been granted an extension of time to file their returns or have a reasonable cause for filing the short form may also use form 990-ez.

It is important to note that this information is intended as a general guide, and it is recommended to consult the instructions and guidelines provided by the IRS or seek professional advice when filling out form 990-ez.

For pdfFiller’s FAQs

What is short form form 990-ez?

Form 990-EZ is the short form of IRS Form 990, which is used by tax-exempt organizations to provide information on their finances and activities.

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

Certain 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 short form form 990-ez?

Organizations can fill out Form 990-EZ by providing information on their finances, activities, governance, and compliance with tax regulations.

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

The purpose of Form 990-EZ is to provide transparency on the finances and activities of tax-exempt organizations, helping the IRS and the public to assess their operations.

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

Information reported on Form 990-EZ includes details on the organization's revenue, expenses, assets, liabilities, activities, governance, and compliance.

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