Get the free Form 990-ez

Form 990-EZ is a short form used by tax-exempt organizations to report their income, expenses, and activities to the IRS. It is specifically for organizations with gross receipts under $200,000 and total assets under $500,000, requiring simpler reporting compared to Form 990. Organizations must file this form to maintain their tax-exempt status and comply with federal and state regulations.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization's financial records for the tax year.
2. Download Form 990-EZ from the IRS website.
3. Fill in the basic information about your organization, including name, address, and Employer Identification Number (EIN).
4. Complete Part I to report your revenue, including contributions and grants.
5. Fill out Part II to list your organization's expenses for the year.
6. Complete Part III if applicable, detailing program service accomplishments.
7. Report any changes in the organization's status or structure in Part IV.
8. Fill out the required schedules that apply to your organization, such as Schedule A (Public Charity Status) if necessary.
9. Review the form for accuracy and completeness.
10. Sign and date the form, and retain a copy for your records.
11. Submit the form electronically or mail it to the appropriate IRS address.

Who needs form 990-ez?

1. Organizations with gross receipts between $200,000 and $500,000 that are tax-exempt under section 501(c)(3).
2. Smaller tax-exempt organizations with gross receipts under $200,000 may also file Form 990-EZ instead of Form 990.
3. Private foundations that are not required to file Form 990-PF.

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What is form 990-ez?

Form 990-EZ is an annual information return that can be filed by certain tax-exempt organizations, allowing them to report their financial activities, governance, and operations to the IRS.

Who is required to file form 990-ez?

Organizations with annual gross receipts between $200,000 and $500,000, and total assets less than $500,000 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 provide basic information about their organization, report their revenue and expenses, disclose any governance policies, and provide a reconciliation of net assets.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency about the financial health and governance of tax-exempt organizations, ensuring compliance with IRS regulations and informing the public.

What information must be reported on form 990-ez?

Organizations must report their revenue, expenses, balance sheet information, program service accomplishments, and details about governance policies on Form 990-EZ.