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This document is the Form 990-EZ, a short form return for organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It provides financial information about the organization’s revenues, expenses, and net assets, including detailed sections on contributions, program service revenue, and other financial activities. The form is primarily used by organizations to report their financial status and activities to the IRS.

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. Download the Form 990-EZ from the IRS website.
3. Fill out Part I with your organization's basic information, including name, address, and EIN.
4. Complete Part II by providing details about your program service revenue and other income.
5. In Part III, provide a summary of your organization's mission and the specific activities undertaken during the year.
6. Fill out Part IV, detailing your organization's expenses and ending net assets.
7. Complete Part V, which deals with the compensation of highest-paid employees and contractors.
8. Review Schedule A if your organization is a public charity to report public support.
9. Sign and date the form, and ensure it's filed by the appropriate deadline.

Who needs form 990-ez?

1. Organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year.
2. Tax-exempt organizations that do not qualify for the 990-N e-Postcard.
3. Smaller non-profit organizations seeking to maintain their tax-exempt status.

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What is form 990-ez?

Form 990-EZ is an income tax return form used by certain tax-exempt organizations in the United States to report their financial information to the Internal Revenue Service (IRS).

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets of less than $2.5 million at the end of the tax 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 financial details including their revenue, expenses, and net assets for the tax year. Accurate and complete information must be entered on the designated lines and sections of the form.

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 an organization's mission, governance, and financial activities, thus ensuring transparency and compliance with tax-exempt status requirements.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as the organization's mission, detailed financial data including revenues, expenses, changes in net assets, and details about the organization's officers and key personnel.