Get the free Form 990-ez

Form 990-EZ is a tax form filed by organizations exempt from income tax under section 501(c) of the Internal Revenue Code. It includes information about revenue, expenses, and changes in net assets

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain the Form 990-EZ from the IRS website or through tax preparation software.
2. Fill in the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I by reporting revenue, including contributions, program service revenue, and investment income.
4. In Part II, detail the organization's functional expenses, categorizing expenses into program achievements, management, and fundraising.
5. Fill out Part III to provide a brief description of the organization’s mission and the accomplishments during the year.
6. Complete Part IV, which includes sections regarding the organization’s balance sheet and financial position.
7. If required, attach any additional schedules that provide additional information as per the IRS instructions.
8. Review the form for accuracy and ensure that it is signed by an authorized individual.
9. File the completed Form 990-EZ with the IRS by the due date.

Who needs form 990-ez?

1. Organizations with gross receipts under $200,000 and total assets under $500,000.
2. Small nonprofit organizations that qualify under IRS guidelines and are not required to file Form 990 or Form 990-PF.
3. Charitable organizations and other tax-exempt organizations that meet the criteria for filing Form 990-EZ.

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What is form 990-ez?

Form 990-EZ is a shortened version of the standard Form 990 used by small to mid-sized tax-exempt organizations to report their financial information to the IRS.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 or total assets under $2.5 million are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide financial information, including revenue, expenses, and net assets, and answer various questions about their activities and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency regarding the financial health of tax-exempt organizations and to ensure compliance with federal tax regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of revenue, expenditures, net assets, program service accomplishments, and details about the organization's governance, among other required disclosures.