Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c) to report their financial information, including revenue, expenses, and program service accomplishments for a given tax year.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information, including revenue, expenses, and assets.
2. Begin filling out the form by entering the organization's name, address, and employer identification number (EIN).
3. Complete Part I by reporting the organization's revenue, including contributions and grants.
4. Fill out Part II by detailing the expenses incurred by the organization.
5. Use Part III to summarize the organization's balance sheet, including assets, liabilities, and net assets.
6. If applicable, complete Schedule A for public charities and provide information about the organization's activities.
7. Review the information for accuracy and completeness.
8. Sign and date the form, ensuring it is submitted by the deadline.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts of $200,000 or less and total assets of $500,000 or less.
2. Organizations that operate as charitable organizations, educational institutions, or religious entities.
3. Organizations that are not required to file the full Form 990 due to their size and financial status.

For pdfFiller’s FAQs

How can I edit form 990-ez from Google Drive?

You can quickly improve your document management and form preparation by integrating pdfFiller with Google Docs so that you can create, edit and sign documents directly from your Google Drive. The add-on enables you to transform your form 990-ez into a dynamic fillable form that you can manage and eSign from any internet-connected device.

Can I create an electronic signature for the form 990-ez in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your form 990-ez in seconds.

How do I complete form 990-ez on an iOS device?

Install the pdfFiller app on your iOS device to fill out papers. Create an account or log in if you already have one. After registering, upload your form 990-ez. You may now use pdfFiller's advanced features like adding fillable fields and eSigning documents from any device, anywhere.

What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990 that is used by tax-exempt organizations to provide the Internal Revenue Service (IRS) with information about their financial activities, governance, and compliance with tax laws.

Who is required to file form 990-ez?

Organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year are generally required to file Form 990-EZ instead of the longer Form 990.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather financial information, including income, expenses, and assets. They must complete the form by providing detailed information in the specified sections, including reporting revenue, expenses, and specific program services.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with a transparent view of an organization's financial status and operations, ensuring accountability and compliance with tax regulations for tax-exempt entities.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report basic information about their organization, financial statements including revenue and expenses, details of program services, and governance structures, such as board members and officers.