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Form 990-EZ is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. This form is specifically for organizations with gross receipts less than $200,000 and total assets less than $500,000. The form serves as a simplified informational return to report income, expenses, and changes in net assets.

How to fill out 990-ez

How to fill out 990-ez

1. Gather relevant financial information for the tax year.
2. Fill in the organization’s name, Employer Identification Number (EIN), and address at the top of the form.
3. Complete Part I, which includes income items such as contributions and grants, program service revenue, and other income.
4. In Part II, list total expenses categorized by functional expense including program service expenses, management and general expenses, and fundraising expenses.
5. Fill out Part III to report the organization’s net assets or fund balances.
6. Complete Part IV to check the boxes for the sections that apply to your organization (e.g., health care, literacy, etc.).
7. If applicable, review and fill out Schedules A, B, and C to report additional details.
8. Sign and date the form, making sure to include the preparer’s information if someone else filled it out.
9. File the form by the due date, usually on the 15th day of the fifth month after the end of your organization’s fiscal year.

Who needs 990-ez?

1. Organizations with gross receipts under $200,000 and total assets under $500,000 that are tax-exempt under section 501(c) of the Internal Revenue Code.
2. Charities and non-profits that are not required to file the full Form 990.

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What is 990-ez?

Form 990-EZ is a short form return that tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations may file instead of the longer Form 990.

Who is required to file 990-ez?

Organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year are required to file Form 990-EZ.

How to fill out 990-ez?

To fill out Form 990-EZ, organizations must provide their financial information, such as revenue and expenses, and disclose details about their operations by completing the form's various sections.

What is the purpose of 990-ez?

The purpose of Form 990-EZ is to provide the IRS with an annual financial report of the organization’s activities, ensuring transparency and compliance with tax regulations.

What information must be reported on 990-ez?

Form 990-EZ requires reporting of an organization's revenue, expenses, net assets, and specific details about its programs, as well as compensation for officers and directors.