Form 990-EZ Department of the Treasury Internal Revenue Service Short Form Return of Organization Exempt From Income Tax OMB No. 1545-0047 Under section 501 c 527 or 4947 a 1 of the Internal Revenue Code except private foundations Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990EZ for instructions and the latest information. A For the 2022 calendar year or tax year beginning C Name of organization help B Check if applicable 2022 and ending...Open to Public Inspection D Employer identification number help Address change Number and street or P. Must agree with Cat. No. 10642I 6d 7c Form 990-EZ 2022 Page Balance Sheets see the instructions for Part II A Beginning of year Cash savings and investments. Land and buildings. Other assets describe in Schedule O. Total assets. Total liabilities describe in Schedule O. B End of year Statement of Program Service Accomplishments see the instructions for Part III What is the organization s...primary exempt purpose Describe the organization s program service accomplishments for each of its three largest program services as measured by expenses. O. box if mail is not delivered to street address Name change Room/suite E Telephone number Initial return Final return/terminated Amended return City or town state or province country and ZIP or foreign postal code F Group Exemption Number Application pending Cash G Accounting Method I Website J Tax-exempt status check only one Accrual 501 c...3 Other specify insert no. H Check if the organization is not required to attach Schedule B Form 990. 4947 a 1 or K Form of organization Corporation Trust Association Other L Add lines 5b 6c and 7b to line 9 to determine gross receipts. If gross receipts are 200 000 or more or if total assets Part II column B are 500 000 or more file Form 990 instead of Form 990-EZ. H Check if the organization is not required to attach Schedule B Form 990. 4947 a 1 or K Form of organization Corporation Trust...Association Other L Add lines 5b 6c and 7b to line 9 to determine gross receipts. If gross receipts are 200 000 or more or if total assets Part II column B are 500 000 or more file Form 990 instead of Form 990-EZ. Part I Revenue Expenses and Changes in Net Assets or Fund Balances see the instructions for Part I Check if the organization used Schedule O to respond to any question in this Part I. If gross receipts are 200 000 or more or if total assets Part II column B are 500 000 or more file...Form 990 instead of Form 990-EZ. Part I Revenue Expenses and Changes in Net Assets or Fund Balances see the instructions for Part I Check if the organization used Schedule O to respond to any question in this Part I. Contributions gifts grants and similar amounts received. Program service revenue including government fees and contracts. Add lines 10 through 16. Excess or deficit for the year subtract line 17 from line 9. Net assets or fund balances at beginning of year from line 27 column A...end-of-year figure reported on prior year s return. Other changes in net assets or fund balances explain in Schedule O. For Paperwork Reduction Act Notice see the separate instructions. must agree with Cat. No. 10642I 6d 7c Form 990-EZ 2022 Page Balance Sheets see the instructions for Part II A Beginning of year Cash savings and investments. Other changes in net assets or fund balances explain in Schedule O. For Paperwork Reduction Act Notice see the separate instructions. must agree with Cat....No. 10642I 6d 7c Form 990-EZ 2022 Page Balance Sheets see the instructions for Part II A Beginning of year Cash savings and investments. Land and buildings. Other assets describe in Schedule O. Total assets. Total liabilities describe in Schedule O. Were any significant changes made to the organizing or governing documents If Yes attach a conformed copy of the amended documents if they reflect a change to the organization s name. Otherwise explain the change on Schedule O. See instructions...activities such as those reported on lines 2 6a and 7a among others. 35a b If Yes to line 35a has the organization filed a Form 990-T for the year If No provide an explanation in Schedule O c Was the organization a section 501 c 4 501 c 5 or 501 c 6 organization subject to section 6033 e notice reporting and proxy tax requirements during the year If Yes complete Schedule C Part III.
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How to fill out IRS 990-EZ
Instructions and Help about IRS 990-EZ
How to edit IRS 990-EZ
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How to fill out IRS 990-EZ
To fill out the IRS 990-EZ, taxpayers must gather essential information about their organization. This includes details such as the organization’s name, address, and employer identification number (EIN). Follow these steps for proper completion:
01
Obtain the latest version of the IRS 990-EZ form from the IRS website or a reliable source like pdfFiller.
02
Fill in the organization’s identifying information at the top of the form.
03
Complete the financial statements, including revenue, expenses, and net assets.
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Include additional information in Schedule B and any relevant attachments.
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Review the form for accuracy before submission.
About IRS 990-EZ 2022 previous version
What is IRS 990-EZ?
IRS 990-EZ is a tax form that certain tax-exempt organizations in the United States use to report their financial activities. This form is typically shorter than the standard Form 990, designed for smaller organizations or those with simpler financial statements.
Who needs the form?
Organizations that have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year typically need to file the IRS 990-EZ. This includes smaller nonprofits, charities, and certain private foundations. Larger organizations must file the full Form 990.
Components of the form
The IRS 990-EZ comprises several sections, including a summary of the organization’s financial information, details on its activities, and any required supplementary schedules. Key components include:
01
Basic organization information (name, address, EIN)
02
Revenue and expenses
03
Net assets
04
Schedule A (Public Charity Status)
05
Schedule B (Schedule of Donors)
What are the penalties for not issuing the form?
Failing to file IRS 990-EZ can result in penalties. The IRS imposes an automatic penalty of $20 per day for late filings, with a maximum penalty of $10,000 for organizations with gross receipts of more than $1 million. Repeated failures to file can result in the loss of tax-exempt status.
Is the form accompanied by other forms?
The IRS 990-EZ is often filed alongside specific schedules that provide additional information. Schedule A must be attached to demonstrate public charity status, and Schedule B is required if the organization has significant contributions from donors.
What is the purpose of this form?
The purpose of the IRS 990-EZ is to provide the IRS with information about an organization’s mission, activities, and finances. It assists the IRS in determining whether the organization is complying with tax-exempt status requirements and helps maintain transparency about nonprofit operations.
When am I exempt from filling out this form?
Organizations may be exempt from filing IRS 990-EZ if they are classified as religious organizations, qualified governmental entities, or foreign organizations that do not have U.S. operations. Additionally, certain small nonprofits with gross receipts under $50,000 may qualify for the streamlined Form 990-N, also known as the e-Postcard.
Due date
The IRS 990-EZ is due on the 15th day of the 5th month after the organization’s fiscal year-end. For many organizations that operate on a calendar year, this means the due date is May 15. Organizations can file for a 6-month extension if needed.
What information do you need when you file the form?
When filing the IRS 990-EZ, you will need to gather relevant financial records. Essential information includes:
01
Total revenue and expenses for the year.
02
Details of any investments or assets owned by the organization.
03
Records of contributions and grants received.
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Information about program services and accomplishments.
Where do I send the form?
The completed IRS 990-EZ should be mailed to the appropriate address based on the organization’s location. The mailing addresses vary, so refer to the IRS instructions that come with the form to ensure it goes to the correct location for processing.
FAQ about IRS 990-EZ
What should I do if I realize I've made a mistake on my IRS 990-EZ after filing?
If you discover an error on your IRS 990-EZ after submission, you'll need to file an amended return to correct the mistake. The IRS form 990-X is often used for this purpose. Ensure that you indicate the adjustments clearly, as inaccuracies can lead to issues with compliance and may trigger an audit.
How can I confirm that my IRS 990-EZ has been properly received by the IRS?
You can verify the receipt of your IRS 990-EZ by checking the status through the IRS e-file tracking system or by calling the IRS directly. Keep in mind that if you e-file your form, you should receive a confirmation email, though processing times can vary depending on the volume of submissions the IRS is handling.
What are some common errors when filing the IRS 990-EZ and how can I avoid them?
Common mistakes include failing to report all required income and miscalculating expenses. To avoid these errors, double-check your entries against your financial records and ensure all data aligns with the instructions for the IRS 990-EZ. Utilizing updated tax software can also help catch potential errors before submission.
Can I e-file my IRS 990-EZ using any software, or are there specific requirements?
Not all software is compatible with the IRS 990-EZ. Ensure your chosen e-filing solution is approved by the IRS for this specific form. Additionally, check for any updates to the software and system requirements that may affect your ability to submit electronically.
If I receive a notice from the IRS regarding my filed form, what steps should I take?
If you receive a notice about your IRS 990-EZ, it is essential to read it carefully and understand what is being requested. Gather appropriate documentation in response and consult a tax professional if you are uncertain about how to proceed. Timely and accurate responses are crucial for addressing any issues raised by the IRS.
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