Get the free Form 990-ez

This document is a tax form used by organizations that are exempt from federal income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It is specifically for organizations with gross receipts less than $200,000 and total assets less than $500,000, detailing their financial activities, income, expenses, and organizational structure.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information for your organization, including income, expenses, and assets.
2. Start by filling out Part I: Revenue, where you report total contributions, program service revenue, and other income.
3. Proceed to Part II: Expenses, where you need to detail the total expenses incurred during the year, including functional expenses.
4. Complete Part III: Net Assets or Fund Balances by reporting your beginning and ending net assets.
5. If applicable, fill out Part IV: Compensation of Officers, Directors, Trustees, and Key Employees to disclose compensation amounts.
6. Review Part V: Other Information, answering questions regarding your organization's activities and governance.
7. Finally, ensure you have a signature from an authorized person and include any additional schedules, if required.

Who needs form 990-ez?

1. Organizations with gross annual receipts under $200,000 and total assets under $500,000 at the end of the year.
2. Small tax-exempt organizations that meet the IRS criteria for filing Form 990-EZ instead of the full Form 990.
3. Nonprofits that operate as charitable organizations and are recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code.

For pdfFiller’s FAQs

How can I edit form 990-ez on a smartphone?

The pdfFiller apps for iOS and Android smartphones are available in the Apple Store and Google Play Store. You may also get the program at https://edit-pdf-ios-android.pdffiller.com/. Open the web app, sign in, and start editing form 990-ez.

How do I fill out the form 990-ez form on my smartphone?

The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign form 990-ez and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.

How do I edit form 990-ez on an iOS device?

No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign form 990-ez right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.

What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, the annual information return that tax-exempt organizations, non-profit organizations, and charitable organizations in the United States must file with the IRS. It is designed for organizations with gross receipts of less than $200,000 and total assets of less than $500,000.

Who is required to file form 990-ez?

Organizations that have gross receipts less than $200,000 and total assets less than $500,000 at the end of their accounting period may file Form 990-EZ instead of the longer Form 990.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide information about their financial activities, program services, and functional expenses. They must also include details about their mission, governance, and compliance with tax regulations. The form must be completed accurately and filed following IRS guidelines.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with a transparent view of an organization's financial activities, governance, and compliance with tax-exempt status requirements. It helps to ensure proper oversight and accountability of non-profit organizations.

What information must be reported on form 990-ez?

Form 990-EZ requires disclosures about the organization's revenue, expenses, net assets, program service accomplishments, management and governance structure, and compensation of officers and key employees.