Get the free Form 990 -EZ , - Foundation Center

03/02/2012 Pg 5 Form OMB No 1545-1150 Short Form Return of Organization Exempt From Income Tax 990 -EZ Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit

How to fill out form 990 -ez

How to fill out Form 990-EZ:

1. Gather all the necessary information and documentation required to complete the form. This includes details about your organization's finances, activities, and governance.
2. Start by filling out the basic information section which includes the name of your organization, its address, contact details, and Employer Identification Number (EIN).
3. Report your organization's gross receipts in Part I. This section requires you to provide information about your revenue, such as contributions, program service revenue, membership dues, and more.
4. Complete Part II, which focuses on your organization's specific activities and programs. You will need to provide details about your mission, accomplishments, services offered, and any grants or assistance provided.
5. If your organization had any unrelated business income, you need to report it in Part III. This includes income from activities that are not related to your tax-exempt purpose, such as rent or advertising revenue.
6. Fill out Part IV if you have any political campaign and lobbying activities. This section requires you to disclose any financial support or expenditures related to political campaigns or lobbying efforts made during the year.
7. In Part V, you need to provide details about your organization's governing body, including the number of voting members, their compensation, and any potential conflicts of interest.
8. Complete Part VI if your organization has significant financial assets. This section requires you to provide information about your investments, endowment funds, and other similar financial activities.
9. Finally, sign and date the form in Part VII. Make sure all the required schedules and attachments are included, and keep a copy of the completed Form 990-EZ for your records.

Who needs Form 990-EZ:

1. Non-profit organizations that have gross receipts less than $200,000 and total assets less than $500,000 can use Form 990-EZ instead of the more detailed Form 990. It simplifies the reporting process for smaller organizations.
2. Form 990-EZ is suitable for smaller charitable organizations, religious organizations, educational institutions, social clubs, and other tax-exempt organizations with relatively straightforward finances and activities.
3. Organizations that do not meet the eligibility criteria for Form 990-EZ or have more complex financial situations must use Form 990 to provide a more comprehensive overview of their operations.

Remember to consult the official instructions and regulations provided by the Internal Revenue Service (IRS) to ensure accurate and compliant completion of Form 990-EZ.

For pdfFiller’s FAQs

What is form 990 -ez?

Form 990-EZ is a shorter version of Form 990 that can be filed by small tax-exempt organizations.

Who is required to file form 990 -ez?

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 the e-file system provided by the IRS. Organizations need to provide information about their 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 information about a tax-exempt organization's finances and activities.

What information must be reported on form 990 -ez?

Form 990-EZ requires organizations to report details about their income, expenses, assets, liabilities, programs, and governance.

How can I get form 990 -ez?

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