Get the free Short Form Form 990-EZ Return of Organization Exempt From ...

Form 990-EZ Short Form Return of Organization Exempt From Income Tax Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code O (except black lung benefit trust or private foundation)

How to fill out short form form 990-ez

How to fill out Form 990-EZ?

1. Gather all necessary information: Before you start filling out Form 990-EZ, make sure you have all the required information handy. This includes details about your organization's finances, program activities, and governance.
2. Provide basic organizational information: Begin by providing the basic details about your organization, such as its name, address, employer identification number (EIN), and contact information.
3. Report revenue and expenses: In this section, you will need to report your organization's revenue and expenses for the tax year. Include information about contributions, program service revenue, fundraising events, and any other sources of income. Similarly, provide details about your organization's expenses, such as salaries, program expenses, rent, and office supplies.
4. Disclose program service accomplishments: Briefly describe your organization's program services and accomplishments during the tax year. This section allows you to highlight the impact your organization has made in achieving its mission.
5. Provide details about governance and management: Disclose information about your organization's board of directors, key officers, and any potential conflict of interest. Additionally, report if your organization has adopted any policies or practices relating to governance, ethics, accountability, or whistleblower protection.
6. Complete the worksheet to determine tax liability: Use the provided worksheet to calculate your organization's tax liability. This section will guide you in determining any taxes owed or overpayments to be applied to future years.
7. Sign and submit the form: Once you have completed all the relevant sections, sign and date the form. Ensure that it is signed by an authorized individual, such as the executive director or president of the organization. Keep a copy for your records and submit the original to the IRS.

Who needs Form 990-EZ?

1. Nonprofit organizations: Form 990-EZ is specifically designed for small to mid-sized nonprofit organizations that meet certain criteria. If your organization's gross receipts are less than $200,000 and total assets are less than $500,000, you may be eligible to file Form 990-EZ instead of the longer Form 990.
2. Public charities: Public charities, including religious organizations, educational institutions, and other tax-exempt organizations classified under section 501(c)(3) of the Internal Revenue Code, typically need to file Form 990-EZ.
3. Donor-advised funds and supporting organizations: Donor-advised funds and certain types of supporting organizations are also required to file Form 990-EZ.

Remember, it is crucial to consult with a tax advisor or accountant familiar with nonprofit tax regulations to ensure accurate and compliant completion of Form 990-EZ.

For pdfFiller’s FAQs

What is short form form 990-ez?

Short form form 990-ez is a simplified version of form 990 for smaller tax-exempt organizations.

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

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

How to fill out short form form 990-ez?

Short form form 990-ez can be filled out electronically or by paper, providing information about the organization's finances, activities, and governance.

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

The purpose of short form form 990-ez is to provide the IRS and the public with information about a tax-exempt organization's finances and activities.

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

Information such as revenue, expenses, assets, liabilities, program services, and governance must be reported on short form form 990-ez.

How can I get short form form 990-ez?

The premium version of pdfFiller gives you access to a huge library of fillable forms (more than 25 million fillable templates). You can download, fill out, print, and sign them all. State-specific short form form 990-ez and other forms will be easy to find in the library. Find the template you need and use advanced editing tools to make it your own.

Can I sign the short form form 990-ez electronically in Chrome?

As a PDF editor and form builder, pdfFiller has a lot of features. It also has a powerful e-signature tool that you can add to your Chrome browser. With our extension, you can type, draw, or take a picture of your signature with your webcam to make your legally-binding eSignature. Choose how you want to sign your short form form 990-ez and you'll be done in minutes.

How do I complete short form form 990-ez on an Android device?

On an Android device, use the pdfFiller mobile app to finish your short form form 990-ez. The program allows you to execute all necessary document management operations, such as adding, editing, and removing text, signing, annotating, and more. You only need a smartphone and an internet connection.