Get the free Form 990-ez

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

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information about your organization, including its mission and financial information.
2. Obtain a copy of Form 990-EZ from the IRS website.
3. Start by filling out the organization’s name, address, and EIN (Employer Identification Number) at the top of the form.
4. Complete Part I – Revenue, where you report the organization’s gross receipts, contributions, and other revenue streams.
5. Move to Part II – Expenses, detailing the organization’s total expenses, including functional expenses.
6. Fill in Part III – Assets and Liabilities, listing total assets and liabilities, if applicable.
7. Complete Part IV – Financial Statements, including statements of revenue and expenses, and the balance sheet.
8. Answer the questions in Part V – Other Information, including inquiries about the organization’s governance and activities.
9. Make sure to sign and date the form at the bottom as it is a legal document.
10. Submit your completed Form 990-EZ by the deadline, usually the 15th day of the 5th month after the end of your organization's tax year.

Who needs form 990-ez?

1. Form 990-EZ is typically needed by small to mid-sized tax-exempt organizations seeking to report their income, expenses, and activities to the IRS, provided their gross receipts are under $200,000 and total assets are under $500,000.

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What is form 990-ez?

Form 990-EZ is a short form that tax-exempt organizations can use to report their annual financial information to the Internal Revenue Service (IRS). It is designed for smaller organizations that may not need to file the full Form 990.

Who is required to file form 990-ez?

Organizations with gross receipts of more than $200,000 or total assets of more than $500,000 at the end of the year are generally required to file Form 990 or 990-EZ, depending on their size and financial details.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather their financial statements, including revenue, expenses, and assets. They then need to accurately complete the form's sections, including income, functional expenses, and the balance sheet, and ensure all required schedules are attached.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about a tax-exempt organization, including its activities, governance, and financial performance, to ensure transparency and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report various types of information, including gross receipts, total expenses, net assets, a detailed statement of functional expenses, and information about the organization's mission and governance structure.