Get the free Short Form Form 990-EZ - Foundation Center

Le file GRAPHIC print DO NOT PROCESSFormDLN: 93492225012629Short Form Return of Organization Exempt From Income Tax OMB No 15451150Under 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. To fill out the short form form 990-ez, follow these steps:
2. Obtain the necessary documents and information such as your organization's financial records and relevant tax identification numbers.
3. Enter the organization's basic information in Part I, including its name, address, EIN, and accounting period.
4. Provide details about the organization's gross receipts, contributions, program service revenue, and other revenue in Part II.
5. Complete Part III to report the organization's specific activities, such as fundraising events or program services.
6. Fill out Part IV to report any excess benefit transactions or loans involving interested persons.
7. Provide compensation details for key employees as required in Part V.
8. Report any governmental compliance information in Part VI.
9. Complete Part VII to summarize the organization's revenue, expenses, assets, and liabilities.
10. Fill out the remaining parts as applicable, including Schedule A if your organization is a public charity.
11. Review the completed form for accuracy and ensure all required schedules and attachments are included.
12. Sign and date the form, and submit it to the appropriate IRS address.
13. Note: It is recommended to consult with a tax professional or refer to the IRS instructions for detailed guidance on filling out form 990-ez.

Who needs short form form 990-ez?

1. Short form form 990-ez is typically required for certain tax-exempt organizations that meet specific criteria. The following entities may need to file form 990-ez:
2. - Organizations whose annual gross receipts are less than $200,000 and total assets are less than $500,000.
3. - Certain small organizations that choose to file the form instead of the full form 990.
4. - Certain organizations that are required to file based on their activities, regardless of their financial standing.
5. It is important to consult the IRS guidelines or a tax professional to determine whether your organization needs to file form 990-ez.

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What is short form form 990-ez?

Short form form 990-ez is a simplified version of Form 990 that certain tax-exempt organizations can use to report information to the IRS.

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

Organizations with gross receipts less than $200,000 and total assets less than $500,000 are generally 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 online or by mail, following the instructions provided by the IRS for each section.

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 financial information about tax-exempt organizations and their activities.

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

Short form form 990-ez requires information about the organization's mission, programs, governance, and finances, including revenue and expenses.