Get the free Form 990-ez

This form is used by organizations that are exempt from federal income tax to report their income, expenses, and changes in net assets. It provides a summary of the organization\'s financial activities and ensures compliance with IRS regulations.

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain IRS Form 990-EZ from the IRS website or your tax professional.
2. Fill out the organization's basic information at the top of the form, including the name, address, and Employer Identification Number (EIN).
3. Complete Part I to provide a summary of revenue, expenses, and changes in net assets.
4. Fill out Part II, which details the organization's balance sheet as of the end of the year.
5. Complete Part III to summarize the organization's program service accomplishments.
6. If applicable, fill out Part IV for a checklist of required schedules and additional information.
7. Review Part V, which addresses any changes in the organization or its exempt status.
8. Certify the form by signing and dating it, and ensure it is signed by an authorized officer.
9. File the completed form with the IRS and keep a copy for your records.

Who needs form 990-ez?

1. Organizations with gross receipts of less than $200,000 and total assets less than $500,000 that are not Private Foundations.
2. Nonprofit organizations that operate as 501(c)(3), 501(c)(4), 501(c)(6), or similar entities.
3. Small organizations seeking simple reporting requirements instead of the full Form 990.

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What is form 990-ez?

Form 990-EZ is a shorter version of the Form 990, which tax-exempt organizations use to report their financial information to the IRS. It is designed for organizations with gross receipts of less than $200,000 and total assets of less than $500,000.

Who is required to file form 990-ez?

Organizations classified as tax-exempt under 501(c)(3) that have gross receipts between $200,000 and $1,000,000 or total assets between $500,000 and $1,250,000 are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide information about their financial activities, including revenues, expenses, and net assets, as well as details about their mission and programs. The form must be completed accurately and signed by an authorized officer.

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 tax-exempt organization’s financial status, governance, and activities, ensuring transparency and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of financial information such as total revenue, expenses, assets, liabilities, and net assets, as well as information about the organization’s mission, program accomplishments, and management.