Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c)(3) of the Internal Revenue Code to report their financial information, including revenue, expenses, and accomplishments for the year.

How to fill out form 990-ez

How to fill out form 990-ez

1. Download Form 990-EZ from the IRS website.
2. Begin by entering the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Fill in the organization's mission statement and check the appropriate boxes to indicate the organization's status and type.
4. Complete the revenue section, including contributions, program service revenue, and other income.
5. Report the organization's expenses, including functional expenses categorized by program services, management, and fundraising.
6. Fill out the balance sheet section, detailing the organization's assets, liabilities, and net assets.
7. Answer the supplementary questions and provide any required attachments or schedules.
8. Review the form for accuracy and sign it before submission.
9. Submit Form 990-EZ to the IRS according to the filing instructions and deadlines.

Who needs form 990-ez?

1. Organizations with annual gross receipts between $200,000 and $500,000.
2. Nonprofits that total assets are less than $2.5 million.
3. Certain tax-exempt organizations that meet specific IRS criteria.

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What is form 990-ez?

Form 990-EZ is an annual return filed by certain tax-exempt organizations, typically those with gross receipts between $200,000 and $500,000, designed to provide the IRS with information about their financial activities, governance, and programs.

Who is required to file form 990-ez?

Organizations with gross receipts over $200,000 and total assets under $500,000 at the end of the tax year are required to file Form 990-EZ, as well as certain smaller organizations that do not qualify for Form 990-N.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide information such as revenue, expenses, assets, and liabilities, along with details about their mission and programs. It is essential to follow the instructions provided by the IRS for each specific section 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 a snapshot of an organization's financial health and ensure transparency and accountability among tax-exempt entities.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report their revenue, expenses, balance sheet information, program accomplishments, governance structure, and any relationships with related organizations.