Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c)(3), 501(c)(7), or 4947(a)(1) of the Internal Revenue Code to report their financial information, including revenue, expenses, and program accomplishments for the tax year. It is specifically for organizations with gross receipts less than $200,000 and total assets less than $500,000.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather all necessary documents: financial records, statements of revenue, and expenses.
2. Begin with Part I: Select the correct box indicating whether you are filing for a calendar year or a fiscal year.
3. Fill out Part I, Section A: Provide basic information such as the organization’s name, address, and Employer Identification Number (EIN).
4. Complete Part I, Section B: Report total revenue and related expenses accurately.
5. Move to Part II: Answer questions about your organization's activities, governance, and policies.
6. Proceed to Part III: Provide a statement of revenue, including contributions, grants, program service revenue, and other income.
7. Complete Part IV: Report total functional expenses, including program services, management, and general expenses.
8. Fill out Part V: Sign the form and provide the date signed, along with the preparer's information if applicable.
9. Review the form for accuracy before submission.
10. Submit the completed Form 990-EZ to the IRS by the due date.

Who needs form 990-ez?

1. Organizations with gross receipts of under $200,000 and total assets under $500,000 at the end of the year.
2. Nonprofit organizations that are exempt from federal income tax and want to fulfill their annual reporting requirement.
3. Small charities and other tax-exempt organizations that meet the criteria for simplified reporting.

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What is form 990-ez?

Form 990-EZ is a shorter version of the Form 990, used by small tax-exempt organizations to report their financial activities, governance, and other information to the IRS.

Who is required to file form 990-ez?

Organizations with gross receipts of less than $200,000 and total assets of less 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 need to provide details on their revenue, expenses, net assets, and other essential financial information. It is advisable to gather all financial statements and relevant records before starting the form.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about exempt organizations to ensure transparency and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of revenue, expenses, balance sheet information, program accomplishments, and governance details of the organization.