Get the free Form 990-ez

Form 990-EZ is a shorter version of the Form 990, filed by organizations exempt from income tax under sections 501(c), 527, or 4947(a)(1) of the Internal Revenue Code with gross receipts less than $100,000 and total assets less than $250,000. This form provides necessary financial information to the IRS and includes details about the organization\'s revenue, expenses, and primary exempt purpose.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization’s financial records for the year.
2. Start by filling in the basic information about your organization, including its name, address, and Employer Identification Number (EIN).
3. Complete Part I, which includes the summary of revenue, expenses, and net assets.
4. Fill out Part II to report on the revenue your organization collected and any contributions received.
5. In Part III, list the expenses, breaking them down into functional categories such as program services and management.
6. Complete Part IV if your organization has any balance sheet items - include assets, liabilities, and net assets.
7. If applicable, complete Part V for compensation of the highest paid employees and contractors.
8. Make sure to sign and date the form before submitting it.
9. Review the form carefully to ensure all information is accurate and complete.

Who needs form 990-ez?

1. Organizations that are exempt from federal income tax under section 501(c) of the Internal Revenue Code and have annual gross receipts of less than $200,000 and total assets of less than $500,000 usually need to file Form 990-EZ.
2. Smaller charitable organizations, non-profits, and other tax-exempt entities use Form 990-EZ to report their financial information to the IRS.

For pdfFiller’s FAQs

How can I send form 990-ez to be eSigned by others?

Once your form 990-ez is complete, you can securely share it with recipients and gather eSignatures with pdfFiller in just a few clicks. You may transmit a PDF by email, text message, fax, USPS mail, or online notarization directly from your account. Make an account right now and give it a go.

Can I create an electronic signature for signing my form 990-ez in Gmail?

It's easy to make your eSignature with pdfFiller, and then you can sign your form 990-ez right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.

How do I edit form 990-ez straight from my smartphone?

You can do so easily with pdfFiller’s applications for iOS and Android devices, which can be found at the Apple Store and Google Play Store, respectively. Alternatively, you can get the app on our web page: https://edit-pdf-ios-android.pdffiller.com/. Install the application, log in, and start editing form 990-ez right away.

What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990, used by tax-exempt organizations to provide financial information to the IRS and ensure compliance with tax laws.

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 must provide details on their financial activities, including revenue, expenses, and assets. It includes specific sections for program service accomplishments, compensation, and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with key financial and operational information about tax-exempt organizations, promoting transparency and accountability.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report financial data such as total revenue, total expenses, net assets, compensation of highest-paid employees, and details about the organization's mission and programs.