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

** PUBLIC COPY **Form990EZShort Form Return of Organization Exempt From Income Tax OMB No. 154511502017Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

How to fill out short form 990-ez return

How to fill out short form 990-ez return

1. To fill out the short form 990-EZ return, follow these steps:
2. Gather all the necessary documents and information, including financial statements, schedules, and other supporting documents.
3. Download the Form 990-EZ from the official IRS website or obtain a hard copy from the nearest IRS office.
4. Fill out the basic information section of the form, including the organization's name, address, and EIN (Employer Identification Number).
5. Provide details about the organization's mission, activities, and governance policies.
6. Fill out Part I - Revenue, Expenses, and Changes in Net Assets or Fund Balances.
7. Provide information about the organization's specific programs or achievements in Part II - Statement of Program Service Accomplishments.
8. Complete Part III - Statement of Nondiscrimination, if applicable.
9. Answer the questions in Part IV - List of Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
10. Provide additional information or explanations as required in Part V - Other IRS Filings and Tax Compliance.
11. Review the completed form for accuracy, ensuring all required fields are filled and calculations are correct.
12. Sign and date the form, certifying it to be true, correct, and complete.
13. Submit the form to the IRS either electronically or by mail within the specified deadline.
14. Note: It is recommended to consult a tax professional or refer to the official IRS instructions for detailed guidance while filling out the short form 990-EZ return.

Who needs short form 990-ez return?

1. Certain tax-exempt organizations are required to file a short form 990-EZ return. This includes:
2. - Organizations with gross receipts less than $200,000 and total assets under $500,000 at the end of the tax year.
3. - Churches, religious organizations, and affiliated organizations that do not meet the above thresholds but still want to voluntarily file Form 990-EZ.
4. - Some organizations, such as schools, hospitals, and medical research organizations, regardless of their financial status.
5. However, there are exceptions and specific rules for different types of organizations. It is advisable to consult the official IRS guidelines or a tax professional to determine whether your organization needs to file a short form 990-EZ return.

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What is short form 990-ez return?

Short form 990-EZ return is a simplified version of the Form 990 that certain tax-exempt organizations must file with the IRS to report their financial information.

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

Organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the tax year are required to file short form 990-EZ return.

How to fill out short form 990-ez return?

To fill out short form 990-EZ return, organizations need to provide information about their mission, programs, governance, and finances. They also need to include details about revenue, expenses, and assets.

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

The purpose of short form 990-EZ return is to provide the IRS and the public with financial information about tax-exempt organizations. This information helps ensure transparency and compliance with tax laws.

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

Organizations must report revenue, expenses, assets, program service accomplishments, governance structure, and certain transactions with interested persons on the short form 990-EZ return.