Get the free Form 990-ez

This document is a tax return form for organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It is specifically for organizations with gross receipts under $200,000 and total assets under $500,000, allowing them to report their income, expenses, and activities for the tax year.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information including total revenue, expenses, and assets.
2. Download or obtain a copy of Form 990-EZ from the IRS website.
3. Fill out the organization’s basic information, including name, address, and Employer Identification Number (EIN).
4. Report revenue in Part I, including contributions, grants, and program service revenue.
5. List expenses in Part II, categorizing them into functional areas such as program services and management/general.
6. Complete Part III, which includes information about the organization’s program accomplishments.
7. Fill out Part IV if applicable, providing additional detail about expenses.
8. Provide financial statements or supporting schedules if required.
9. Sign and date the form, ensuring that the signature is from an authorized individual.
10. Submit the completed form to the IRS by the due date.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000.
2. Non-profit organizations seeking to maintain their tax-exempt status.
3. Organizations that are eligible to file Form 990-EZ in lieu of the full Form 990.

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What is form 990-ez?

Form 990-EZ is an informational tax return that smaller tax-exempt organizations, such as charities and nonprofits, file with the IRS to provide details about their financial activities and operations.

Who is required to file form 990-ez?

Organizations with gross receipts greater than $200,000 or total assets greater than $500,000 at the end of the tax year are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide financial information including revenue, expenses, and net assets, as well as details about their activities, governance, and compliance with tax laws.

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 a nonprofit's financial health and operational practices, promoting transparency within the nonprofit sector.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of the organization's revenue, expenses, net assets, compensation of highest-paid employees, and a description of the organization's mission, programs, and activities.