Get the free Form 990-ez

Short Form Return of Organization Exempt From Income Tax Under Section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations). It provides detailed instructions for the

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your organization's financial records, including income statements and expense reports.
2. Download the Form 990-EZ from the IRS website or obtain a hard copy.
3. Fill out Part I with your organization’s basic information, including the name, address, and tax identification number.
4. Complete Part II, which details revenue, including contributions, grants, and program service revenue.
5. Fill out Part III, which outlines expenses incurred by the organization, including categorization of program, management, and fundraising costs.
6. Review and complete Schedule A to provide information about your organization’s public charity status or private foundation classification.
7. Ensure all information is accurate and that you have filled out the form completely.
8. Sign and date the form in the required section.
9. Prepare to file the form electronically or by mail according to IRS guidelines.
10. Keep a copy of the completed form for your records.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts that are normally under $200,000 and total assets that are under $500,000.
2. Nonprofit organizations that qualify to file Form 990-EZ instead of the longer Form 990.
3. Organizations that receive funding and are required to report their financials for transparency purposes.

For pdfFiller’s FAQs

How can I edit form 990-ez from Google Drive?

People who need to keep track of documents and fill out forms quickly can connect PDF Filler to their Google Docs account. This means that they can make, edit, and sign documents right from their Google Drive. Make your form 990-ez into a fillable form that you can manage and sign from any internet-connected device with this add-on.

Can I create an eSignature for the form 990-ez in Gmail?

Use pdfFiller's Gmail add-on to upload, type, or draw a signature. Your form 990-ez and other papers may be signed using pdfFiller. Register for a free account to preserve signed papers and signatures.

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 shortened version of the longer IRS Form 990, used by tax-exempt organizations to provide the IRS with information about their activities, governance, and finances.

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 year are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should provide detailed information about their revenues, expenses, and program services. It involves completing sections regarding financial data, governance, and other required disclosures.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about tax-exempt organizations, helping to ensure transparency and compliance with tax regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting on the organization’s income, expenses, net assets, program service accomplishments, compensation of highest-paid employees, and other significant financial activities.