Get the free Form 990-ez

This form is for organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It is designed for organizations with gross receipts less than $200,000

How to fill out form 990-ez

How to fill out form 990-ez

1. Download the Form 990-EZ from the IRS website.
2. Fill out the basic organizational information at the top of the form, including the organization's name, address, and Employer Identification Number (EIN).
3. Complete Part I, which includes a summary of revenue, grants, and expenses.
4. In Part II, list the program service accomplishments and any related expenses.
5. Fill in Part III, which details the activities and functional expenses related to the organization’s mission.
6. Complete Part IV regarding the organization’s revenue, including contributions and grants.
7. Fill out Schedule A if applicable, which provides information about public charity status.
8. Review the form to ensure all required information is included and accurate.
9. Sign and date the form before submission.
10. Submit the form electronically or mail it to the appropriate IRS address based on your location.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts of less than $200,000 and total assets under $500,000 who are required to file an annual information return.
2. Organizations that do not qualify for the full Form 990 or those that wish to file a simplified version.
3. Nonprofit organizations that want to maintain their tax-exempt status while providing required financial information to the IRS.

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What is form 990-ez?

Form 990-EZ is a short version of the IRS Form 990, used by smaller tax-exempt organizations to report their financial information, activities, and governance.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $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 need to provide their basic information, financial data for the year, report on any governance practices, and answer questions regarding activities.

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 organization's mission, programs, and financial condition.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting on revenue, expenses, net assets, compensation for key employees, contributions and grants, and details about the organization's programs.