Get the free Form 990-ez

This form is used by tax-exempt organizations under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report income, expenses, and changes in net assets for a specific tax year.

How to fill out form 990-ez

How to fill out form 990-ez

1. Begin by downloading Form 990-EZ from the IRS website.
2. Fill in the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I by providing the revenue and expenses for the year, ensuring that the amounts are accurate.
4. Move to Part II to report your organization's balance sheet, listing assets, liabilities, and net assets.
5. In Part III, provide your organization's mission statement and a description of your significant activities.
6. Fill out Part IV by answering the questions about the organization's governance and policies.
7. Review the form for any errors or omissions.
8. Sign and date the form, an authorized officer should do this.
9. Finally, submit the completed form to the IRS by the appropriate deadline.

Who needs form 990-ez?

1. Form 990-EZ is typically required for small to mid-sized tax-exempt organizations that have annual gross receipts between $200,000 and $500,000.
2. Organizations that have assets of less than $500,000 at the end of the year also need to file Form 990-EZ.

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What is form 990-ez?

Form 990-EZ is a shorter version of the standard Form 990, which is used by organizations exempt from federal income tax to report their income, expenses, and activities.

Who is required to file form 990-ez?

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

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide detailed financial information, including revenue, expenses, and net assets, along with additional information relevant to their operations and compliance with tax regulations.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with information about the organization's financial performance, governance, and activities to ensure transparency and compliance with federal regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as total revenue, total expenses, changes in net assets, a list of the board of directors, and details about the organization's programs and missions.