Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial information, including income, expenses, and changes in net assets.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information about your organization, including its EIN, address, and mission.
2. Complete the heading section, which includes the organization's name, address, and Employer Identification Number (EIN).
3. Fill out the 'Part I' section, which summarizes your organization's revenue, expenses, and changes in net assets.
4. Provide details on revenue sources in 'Part II' and list contributions, program service revenue, and other income.
5. Complete 'Part III' by detailing the functional expenses associated with your programs and supporting services.
6. Fill out 'Part IV' if applicable, regarding balance sheet items such as assets, liabilities, and net assets.
7. Complete 'Part V,' where you report any additional information required.
8. Review the entire form for completeness and accuracy.
9. Sign and date the form, then submit it to the IRS by the respective deadline.

Who needs form 990-ez?

1. Organizations that have gross receipts of $200,000 or less and total assets of $500,000 or less at the end of the tax year.
2. Nonprofit organizations seeking a simplified tax return option under IRS regulations.
3. Certain types of tax-exempt organizations required to file an annual information return.

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What is form 990-ez?

Form 990-EZ is a short form tax return for organizations that are exempt from federal income tax under Section 501(c) of the Internal Revenue Code. It is used by smaller tax-exempt organizations to provide a simpler way to report their financial information to the IRS.

Who is required to file form 990-ez?

Organizations that have gross receipts between $200,000 and $500,000 and total assets less than $500,000 at the end of the accounting period are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must gather financial statements, complete all required sections regarding revenues, expenses, and net assets, and provide detailed information about programs, governing body, and public support. Each section must be accurately completed, and the form should be signed by an authorized individual.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about tax-exempt organizations, allowing for transparency and accountability in how they operate and use their resources.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting information such as revenue, expenses, balance sheet items (assets and liabilities), details about program services, governance policies, compensation of highest-paid employees, and any other relevant information that reflects the financial activities of the organization.