Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial information, including revenue, expenses, and net assets for the tax year 2023.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary documentation, including financial statements and records of revenue and expenses.
2. Begin filling out the Form 990-EZ, starting with the basic organization information such as name, address, and EIN.
3. Complete Part I, reporting the organization's revenue, including contributions, program service revenue, and investment income.
4. Move to Part II, listing the organization's expenses, which should include salaries, revenue-sharing, and other operational costs.
5. Complete Part III, which provides a summary of the organization's mission and programs.
6. Fill out Part IV, detailing the organization's eligibility to file Form 990-EZ based on gross receipts.
7. Ensure to complete Part V, which provides additional information such as governance and management structures.
8. Finally, review the entire form for accuracy and completeness before submission.

Who needs form 990-ez?

1. Nonprofit organizations with gross receipts between $200,000 and $500,000 and total assets below $500,000.
2. Organizations that are not required to file Form 990 or Form 990-PF.
3. Smaller tax-exempt organizations that need to provide a simplified financial picture to the IRS.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is used by tax-exempt organizations to report their income, expenses, and other financial information to the IRS. It is typically used by smaller organizations that do not meet the requirements for filing the full Form 990.

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 year are generally required to file Form 990-EZ.

How to fill out form 990-ez?

Form 990-EZ can be filled out by obtaining the form from the IRS website, completing the necessary financial information including revenue, expenses, and assets, and following the instructions provided on the form for each section.

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 a tax-exempt organization's financial activities, governance, and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as the organization's financial statements, revenue, expenses, program services, and details about officers, directors, and key employees.