Get the free Form 990-ez

This form is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code, specifically to report annual revenue, expense, and other financial information relevant to their exempt status.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather the necessary information about your organization, including its name, address, and employer identification number (EIN).
2. Review the income and expenses of your organization for the tax year.
3. Complete Part I by reporting the organization's revenue, including contributions, program service revenue, and investment income.
4. Fill out Part II with the organization's expenses, categorizing them into program services, management, and fundraising.
5. Complete Part III to report the organization's net assets or fund balances at the beginning and end of the year.
6. If applicable, fill out Part IV with any other relevant financial activities or information.
7. Review the completed form for accuracy and ensure all required schedules are attached.
8. Sign and date the form, then submit it to the IRS by the appropriate deadline.

Who needs form 990-ez?

1. Organizations whose gross receipts are normally $200,000 or less and total assets are under $500,000 at the end of the tax year.
2. Non-profit organizations that meet the eligibility criteria to file Form 990-EZ instead of the longer Form 990.
3. Certain charities or non-profits that prefer a simplified reporting option to comply with IRS regulations.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, used by tax-exempt organizations in the United States to report their financial information to the IRS.

Who is required to file form 990-ez?

Tax-exempt organizations with annual 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 basic information such as their legal name, address, and EIN, and complete financial sections including revenue, expenses, and net assets for the year.

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, ensuring compliance with tax laws and informing the public about their operations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting information on gross receipts, expenses, net assets, compensation for highest-paid employees, and a statement of program service accomplishments.