Get the free Form 990-ez

This document is a tax form used by tax-exempt organizations to report their financial activities to the IRS. It is designed for organizations that do not have to file a full Form 990 and provides information on revenue, expenses, and program services. The form includes sections for contributions, expenses related to activities, and disbursement types, along with additional schedules that capture further specifics about the organization\'s operations.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization’s financial records and documentation.
2. Begin filling out the header section with your organization's name, address, and employer identification number (EIN).
3. Complete Part I by providing the gross receipts and total revenue figures from your financial records.
4. Fill out Part II, detailing the organization's functional expenses. Categorize expenses into appropriate classifications such as program services and management.
5. In Part III, provide information about your organization's program accomplishments. Describe the mission and the programs supported.
6. Review and complete Part IV if applicable, stating any changes in your organization’s status or activities.
7. Sign and date the form at the bottom to certify that all information provided is accurate and complete.
8. Submit the completed form to the IRS along with any required schedules or attachments.

Who needs form 990-ez?

1. Organizations with gross receipts typically under $200,000 and total assets under $500,000 who are exempt from federal income tax.
2. Small non-profit organizations that have to file an annual return with the IRS.
3. Certain organizations that have chosen to file Form 990-EZ instead of the longer Form 990.

For pdfFiller’s FAQs

How can I modify form 990-ez without leaving Google Drive?

pdfFiller and Google Docs can be used together to make your documents easier to work with and to make fillable forms right in your Google Drive. The integration will let you make, change, and sign documents, like form 990-ez, without leaving Google Drive. Add pdfFiller's features to Google Drive, and you'll be able to do more with your paperwork on any internet-connected device.

Where do I find form 990-ez?

The premium version of pdfFiller gives you access to a huge library of fillable forms (more than 25 million fillable templates). You can download, fill out, print, and sign them all. State-specific form 990-ez and other forms will be easy to find in the library. Find the template you need and use advanced editing tools to make it your own.

Can I create an electronic signature for the form 990-ez in Chrome?

Yes. With pdfFiller for Chrome, you can eSign documents and utilize the PDF editor all in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a handwritten signature image. You may eSign your form 990-ez in seconds.

What is form 990-ez?

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

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets below $2.5 million at the end of the year are generally required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather their financial records, complete the form sections for revenue, expenses, and balance sheet, and attach necessary schedules and statements.

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 the financial condition, governance, and operations of tax-exempt organizations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of gross receipts, total revenue, expenses, net assets, governance structure, and compensation for key personnel, along with any required schedules.