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This form is used by tax-exempt organizations to provide information about their revenue, expenses, and net assets for the tax year. It is specifically designed for organizations that are not required to file the longer Form 990.
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How to fill out form 990-ez

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How to fill out form 990-ez

01
Gather your organization’s financial statements and documents for the year.
02
Start with Part I and enter your organization's basic information, including the name, address, and employer identification number (EIN).
03
Fill out Part II with financial information: report total revenue, total expenses, and balance of assets and liabilities.
04
Complete Part III, detailing the organization's specific activities and mission over the year.
05
Move to Part IV and answer the yes/no questions regarding governance and compliance.
06
In Part V, provide information about the organization’s officers, directors, and trustees.
07
Review all entered data for accuracy and completeness.
08
Submit the completed Form 990-EZ to the IRS by the due date.

Who needs form 990-ez?

01
Small tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000 typically need to file Form 990-EZ.
02
Organizations that feel their financial situation aligns with the thresholds defined by the IRS are also eligible to file this form.
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Form 990-EZ is a shorter version of Form 990, which is used by tax-exempt organizations in the United States to provide the IRS with information on their financial activities, governance, and compliance with tax regulations.
Organizations with gross receipts between $200,000 and $500,000 and total assets under $1.25 million at the end of the year are generally required to file Form 990-EZ.
To fill out Form 990-EZ, organizations need to provide information on their revenue, expenses, balance sheet, and program services, along with compliance information. Guidance can be found in the IRS instructions for Form 990-EZ.
The purpose of Form 990-EZ is to provide the IRS and the public with a transparent overview of the financial status and operational activities of smaller tax-exempt organizations.
Form 990-EZ requires organizations to report information such as total revenue, expenses, net assets, a breakdown of program service accomplishments, and certain governance practices.
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