Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c)(3), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial information.

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain the Form 990-EZ from the IRS website or your tax professional.
2. Enter your organization’s name, address, and employer identification number (EIN) at the top of the form.
3. Complete Part I by providing basic information about your organization’s revenues and expenses.
4. Fill out Part II, detailing your organization’s assets, liabilities, and net assets.
5. In Part III, describe your organization’s primary programs and how they served the public.
6. Complete Schedule A if required, providing additional information about your tax-exempt organization.
7. Sign and date the form, ensuring all information is accurate.
8. File the completed form with the IRS by the specified deadline.

Who needs form 990-ez?

1. Organizations exempt from federal income tax with gross receipts normally under $200,000 and total assets under $500,000.
2. Small charitable organizations that do not qualify for the simpler Form 990-N (e-Postcard).

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What is form 990-ez?

Form 990-EZ is a shorter version of the Form 990 tax return that certain tax-exempt organizations file with the IRS to report their financial information and activities.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $2.5 million 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 their basic information, financial statements, a summary of program accomplishments, and governance information, following the instructions provided by the IRS.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to ensure transparency and accountability in the financial activities of tax-exempt organizations, helping the IRS and the public understand their operations and use of funds.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as revenue, expenses, net assets, mission statement, program services, and details about governance practices.