Get the free Form 990-ez

This form is used by organizations exempt from income tax to report their income, expenses, and changes in net assets or fund balances. It provides information under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code, outlining the organization\'s financial activities and ensuring compliance with IRS requirements.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather your financial statements for the year, including income and expenses.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Fill out the top section with your organization's name, address, and employer identification number (EIN).
4. Complete Part I, which summarizes revenue, expenses, and changes in net assets.
5. Fill out Part II, detailing your organization’s program service accomplishments.
6. Complete Part III to provide information on the organization's officers, directors, and trustees.
7. Answer the questions in Part IV regarding compensation and fundraising.
8. Provide a complete and accurate Schedule A if your organization is a private foundation.
9. Review the form for accuracy and ensure all necessary signatures are provided.
10. Submit the completed form to the IRS by the due date, which is typically 4.5 months after the end of your fiscal year.

Who needs form 990-ez?

1. Organizations with annual gross receipts of less than $200,000 and total assets below $500,000 at the end of the year.
2. Nonprofits that do not qualify for the full Form 990 and are not eligible for Form 990-N (e-Postcard).
3. Small tax-exempt organizations seeking to report their financial activity and maintain compliance with IRS requirements.

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What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990, which is an annual information return that certain tax-exempt organizations must file with the Internal Revenue Service (IRS). It provides information about the organization's activities, governance, and financial information.

Who is required to file form 990-ez?

Organizations that typically file Form 990-EZ include those with gross receipts of $200,000 or less and total assets of $500,000 or less at the end of the year. It is often filed by smaller non-profits that do not qualify to file the full Form 990.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to gather their financial records for the year, complete the form by providing necessary information related to financial statements, program service accomplishments, and governance, and submit it to the IRS by the due date.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency regarding the financial activities of tax-exempt organizations, ensure compliance with federal tax regulations, and allow the IRS to assess the financial practices of these entities.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as revenue, expenses, net assets, program service revenue, compensation of key personnel, and a summary of the organization's mission and accomplishments.