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, excluding private foundations. It includes financial information, organizational details, and compliance information necessary for maintaining tax-exempt status.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization's financial records for the year, including income, expenses, and balance sheets.
2. Download or obtain a copy of Form 990-EZ from the IRS website or your local tax office.
3. Fill out the general information section at the top of the form, including the organization's name, address, and employer identification number (EIN).
4. Complete Part I by providing financial data such as total revenue, expenses, and changes in net assets.
5. In Part II, answer questions about your organization's mission and activities.
6. Fill out Part III which provides details about your organization's most significant activities.
7. Complete Part IV by answering additional questions specific to your organization.
8. If applicable, fill out the Schedule O to provide additional information or explanations.
9. Review the completed form for accuracy and completeness.
10. Sign and date the form before submitting it to the IRS.

Who needs form 990-ez?

1. Form 990-EZ is typically needed by small tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000.
2. Organizations that choose to file Form 990-EZ instead of the longer Form 990 for streamlined reporting purposes.
3. Certain charitable organizations that are required to file annual reports with the IRS.

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What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990, used by tax-exempt organizations in the United States to report their financial information and activities to the Internal Revenue Service (IRS).

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000, and total assets not exceeding $2.5 million at the end of the year, are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must collect financial data, including revenue, expenses, and assets, then complete the form's sections related to organization information, financial summaries, and additional required schedules.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency about nonprofit organizations' financial condition and operations, supporting accountability to the IRS and the public.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting on the organization's income, expenses, net assets, compensation of officers, and program activities.