Get the free Form 990-EZ

This form is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It provides information about the organization’s income,

How to fill out form 990-ez

How to fill out Form 990-EZ

1. Gather necessary financial records and documentation for the tax year.
2. Start by filling out the organization's name, address, and EIN at the top of the form.
3. Complete Part I: Overview of the organization's revenue and expenses, listing total revenue and total expenses.
4. Move to Part II: Check the appropriate box indicating the organization's public charity status.
5. Fill out Part III: Statement of Program Service Accomplishments, detailing the organization's major programs and their contributions.
6. Complete Part IV: List the balance sheet information including assets, liabilities, and net assets.
7. Fill in Part V: Supplementary information, if required, regarding governance, policies, and practices.
8. Sign and date the form at the end, ensuring that it is signed by an authorized individual.
9. Review the finished form for accuracy and completeness before submission.
10. Submit the completed Form 990-EZ to the IRS by the appropriate deadline.

Who needs Form 990-EZ?

1. Organizations that gross less than $200,000 in revenue and have total assets less than $500,000 at the end of the year.
2. Small nonprofit organizations that wish to provide a simplified reporting process.
3. Certain private foundations and organizations that are exempt from federal income tax and are not required to file Form 990.

People Also Ask about

Is the IRS 990 publicly available?

The IRS must make Forms 990-T filed by charities publicly available; use Form 4506-A PDF to request copies. Copies of Forms 990-T on DVD may be purchased from the IRS. See Copies of scanned exempt organization returns available.

How much does it cost to file a 990EZ?

Tax Professionals Pricing Forms1-10 Returns11+ Returns Form 990-EZ (Price Per Form) $89.90 $69.90 Form 990-PF (Price Per Form) $149.90 $119.90 Form 990 (Price Per Form) $179.90 $139.90 Form 990-T (Price Per Form) $139.90 $109.905 more rows

Can an IRS Form 990 be filed electronically?

Forms 990 & 990-PF Forms 990, Return of Organization Exempt from Income Tax, and 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, for tax years ending July 31, 2020 and later MUST be filed electronically.

Where can I get a 990 form?

The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.

What is Form 990-EZ for?

Purpose of Form Form 990, Return of Organization Exempt From Income Tax, and Form 990-EZ are used by tax-exempt organizations, nonexempt charitable trusts (that are not treated as private foundations), and section 527 political organizations to provide the IRS with the information required by section 6033.

Can you file a 990-EZ online for free?

FREE to file Form 990/990-EZ for organizations with less than $100,000 in gross receipts. For organizations with gross receipts greater than $100,000, we have a sliding scale fee structure starting at $41. FREE to file Form 8868 (request for extension).

Is Form 990 free?

Pricing. FREE to file Form 990/990-EZ for organizations with less than $100,000 in gross receipts. For organizations with gross receipts greater than $100,000, we have a sliding scale fee structure starting at $41. FREE to file Form 8868 (request for extension).

Where can I download Form 990?

The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.

For pdfFiller’s FAQs

What is Form 990-EZ?

Form 990-EZ is a shortened version of Form 990, the annual information return that tax-exempt organizations must file with the IRS. It is designed for organizations with gross receipts below a certain threshold.

Who is required to file Form 990-EZ?

Organizations with gross receipts between $200,000 and $500,000, and total assets below $2.5 million at the end of the year are typically required to file Form 990-EZ.

How to fill out Form 990-EZ?

To fill out Form 990-EZ, organizations must provide their financial information, including a summary of revenue and expenses, a balance sheet, and details about the organization’s activities. The form can be completed using the IRS's guidelines.

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 the organization's activities, governance, and financial status, ensuring transparency and compliance with tax-exempt regulations.

What information must be reported on Form 990-EZ?

Form 990-EZ requires reporting of the organization's revenue, expenses, program service accomplishments, changes in net assets, and details of governance and management.