Get the free Form 990-ez

This form is used by organizations with gross receipts less than $100,000 and total assets less than $250,000 to report their financial information. It includes details about revenue, expenses, contributions, and organizational structure.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization's financial information from the previous year, including income, expenses, and assets.
2. Start filling out the form by entering your organization's name, address, and EIN (Employer Identification Number) at the top of the form.
3. Complete Part I by reporting your organization's revenue, including contributions, grants, and program service revenue.
4. Fill out Part II, which outlines the organization's expenses. Itemize each category, such as salaries, professional fees, and operating expenses.
5. Move to Part III to provide information about the organization's net assets or fund balances at the end of the fiscal year.
6. Complete Part IV, which includes questions about your organization's activities and whether it was involved in any lobbying or political activities.
7. Sign the form and have an authorized person (like the treasurer) sign it as well.
8. Ensure you attach any required schedules or statements if applicable.
9. Submit the completed Form 990-EZ to the IRS by the deadline.

Who needs form 990-ez?

1. Form 990-EZ is needed by organizations that are exempt from federal income tax under section 501(c) of the Internal Revenue Code and have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year.
2. It is typically used by small to mid-sized tax-exempt organizations, including charities, churches, and nonprofit organizations.

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What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990, used by small tax-exempt organizations to report their financial information, programs, and governance. It provides a simpler filing option for organizations with annual gross receipts between $200,000 and $500,000.

Who is required to file form 990-ez?

Organizations classified as tax-exempt under section 501(c) of the Internal Revenue Code with annual gross receipts between $200,000 and $500,000, or total assets of less than $1.25 million, are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, an organization must provide basic information including its name, address, and employer identification number (EIN). It will also need to report financial details such as revenue, expenses, and net assets. Detailed instructions are provided by the IRS alongside the form.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency and accountability for tax-exempt organizations by reporting financial data and operational information to the IRS, which helps ensure compliance with federal tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting on various financial information, including gross receipts, total expenses, net assets, and details of compensation for highest-paid employees or contractors. Additionally, it includes information about the organization's mission and programs.