Get the free Form 990-ez

This document is a tax return form for organizations exempt from income tax, specifically for those with gross receipts less than $200,000 and total assets less than $500,000. It outlines financial information, revenue, expenses, and program service accomplishments.

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain Form 990-EZ from the IRS website or your tax professional.
2. Fill out the organization's basic information, including name, address, and Employer Identification Number (EIN).
3. Complete Part I, which includes revenue and expenses, providing accurate financial details for the year.
4. Proceed to Part II to report the organization's functional expenses, categorizing them accordingly.
5. Fill out Part III, providing information about the organization's program services and accomplishments.
6. Complete Part IV to answer questions regarding the organization's governance, including board structure and policies.
7. If applicable, provide additional schedules or attachments required for certain information.
8. Review the form for accuracy and ensure all required fields are completed.
9. Sign and date the form, certifying that the information provided is true and accurate.
10. Submit the completed form to the IRS by the designated deadline.

Who needs form 990-ez?

1. Organizations with gross receipts of $200,000 or less and total assets of $500,000 or less at the end of the year.
2. Nonprofit organizations recognized as tax-exempt under section 501(c)(3) or similar sections of the tax code.
3. Smaller charitable organizations, foundations, or social welfare organizations that do not qualify for a full Form 990.

For pdfFiller’s FAQs

How can I get form 990-ez?

The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific form 990-ez and other forms. Find the template you want and tweak it with powerful editing tools.

How do I execute form 990-ez online?

pdfFiller has made filling out and eSigning form 990-ez easy. The solution is equipped with a set of features that enable you to edit and rearrange PDF content, add fillable fields, and eSign the document. Start a free trial to explore all the capabilities of pdfFiller, the ultimate document editing solution.

How can I fill out form 990-ez on an iOS device?

Make sure you get and install the pdfFiller iOS app. Next, open the app and log in or set up an account to use all of the solution's editing tools. If you want to open your form 990-ez, you can upload it from your device or cloud storage, or you can type the document's URL into the box on the right. After you fill in all of the required fields in the document and eSign it, if that is required, you can save or share it with other people.

What is form 990-ez?

Form 990-EZ is a shortened version of Form 990, which is a federal tax form that organizations exempt from income tax under section 501(c)(3) of the Internal Revenue Code must file annually with the IRS.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets less than $2.5 million at the end of the tax year are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must gather financial information, including revenue, expenses, and net assets. They need to complete the form by providing this data, as well as by answering the questions regarding activities and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with essential information about the financial performance, governance, and activities of tax-exempt organizations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of financial data such as total revenue, total expenses, program service revenue, and net assets. It also includes information about governance, programs, and activities conducted by the organization.