Get the free Form 990-ez

Complete Form 990-EZ for the 2023 tax year for organizations exempt from income tax, detailing contributions, revenues, and expenses.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization's financial records, including income statements and balance sheets for the fiscal year.
2. Complete Part I of Form 990-EZ, providing information about the organization's revenue, expenses, and net assets.
3. Fill out Part II to provide details about the organization's program service accomplishments.
4. Complete Part III to summarize the organization's revenue, including contributions, grants, and program service revenue.
5. Fill out Part IV to provide information about the organization's governance, including board members and their compensation.
6. Complete Schedule A if your organization is a 501(c)(3) to provide additional information on public charity status.
7. Review the form for accuracy and ensure all required sections are completed.
8. File the completed Form 990-EZ with the IRS by the due date, which is typically the 15th day of the fifth month after the end of your fiscal year.

Who needs form 990-ez?

1. Small tax-exempt organizations with annual gross receipts between $50,000 and $200,000.
2. Organizations whose total assets are less than $500,000 at the end of the year.
3. Certain private foundations or organizations that qualify for the simplified filing requirements.

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What is form 990-ez?

Form 990-EZ is a short version of the IRS Form 990, which is used by tax-exempt organizations to provide financial information to the IRS and the public. It is primarily for organizations with gross receipts of less than $200,000 and total assets under $500,000.

Who is required to file form 990-ez?

Organizations that are tax-exempt under Section 501(c) of the Internal Revenue Code and have gross receipts of less than $200,000 and total assets under $500,000 are 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 revenue, expenses, assets, liabilities, and information about their programs. The form is divided into parts, including basic information about the organization, financial statements, and a summary of activities.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS with a summary of the organization's financial activities, ensuring transparency and accountability for tax-exempt organizations.

What information must be reported on form 990-ez?

Organizations must report their gross receipts, total revenue, expenses, net assets, and information about their programs and activities. They may also need to disclose compensation for certain employees and board members.