Get the free Form 990-ez

This is a short form return for organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It\'s used to report financial information, including revenue, expenses, and changes in net assets or fund balances for organizations whose gross receipts are under $200,000 and total assets are under $500,000.

How to fill out form 990-ez

How to fill out form 990-ez

1. Ensure you meet the eligibility criteria for filing Form 990-EZ, which is generally for organizations with annual gross receipts between $200,000 and $500,000.
2. Download Form 990-EZ from the IRS website or obtain a hard copy.
3. Provide your organization's name, address, and EIN (Employer Identification Number) at the top of the form.
4. Complete Part I by providing summary information about the organization’s revenue and expenses.
5. Fill out Part II by detailing specific revenue and expenses, ensuring you categorize them correctly.
6. Complete Part III to describe the organization's program service accomplishments.
7. Fill out Part IV which includes a checklist for the organization, ensuring compliance with IRS requirements.
8. Provide any supplementary schedules if needed for additional details.
9. Sign and date the form at the bottom of Part V and ensure it is submitted by the appropriate deadline, usually the 15th day of the 5th month after the end of your organization’s accounting period.

Who needs form 990-ez?

1. Tax-exempt organizations such as charities, foundations, and other nonprofit entities with annual gross receipts under $500,000.
2. Organizations that have gone through a change in tax status and need to file an annual return to maintain their tax-exempt status.

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What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990, which is used by tax-exempt organizations to report their financial information, activities, and compliance with IRS regulations.

Who is required to file form 990-ez?

Organizations that typically file Form 990-EZ include tax-exempt organizations with gross receipts between $200,000 and $500,000, or total assets less than $1.25 million at the end of the tax year.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide basic information such as their name, address, and employer identification number (EIN), along with financial data including revenue, expenses, and net assets. Detailed instructions from the IRS should be followed.

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 the financial status and activities of tax-exempt organizations, ensuring transparency and accountability.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as the organization's revenue, expenses, net assets, specific program services, governance, and compensation of highest-paid employees and contractors.