Get the free Form 990-ez

Form 990-EZ is used for tax-exempt organizations to report their income, expenses, and changes in net assets or fund balances to the IRS under the Internal Revenue Code.

How to fill out form 990-ez

How to fill out form 990-ez

1. Download Form 990-EZ from the IRS website or obtain a paper form.
2. Provide the organization’s name, address, and employer identification number (EIN) at the top of the form.
3. Complete the revenue section by reporting total revenue, contributions, program service revenue, and other income.
4. Report expenses in the appropriate categories, including program services, management, and fundraising expenses.
5. Fill out the balance sheet section with the organization’s assets, liabilities, and net assets.
6. Answer the additional questions regarding governance, compliance, and operational details.
7. Make sure to review the completed form for accuracy.
8. Sign and date the form in the designated area.
9. File the form electronically or mail it to the appropriate IRS address by the due date.

Who needs form 990-ez?

1. Organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year.
2. Small tax-exempt organizations that are not required to file Form 990 or Form 990-PF.

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What is form 990-ez?

Form 990-EZ is a simplified version of Form 990, which is used by tax-exempt organizations in the United States to provide the Internal Revenue Service (IRS) with information about their financial activities and operations.

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 are generally required to file Form 990-EZ, provided they are recognized as tax-exempt under Internal Revenue Code Section 501(c)(3) or other types of 501(c) organizations.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide their basic information, including their name, address, and Employer Identification Number (EIN); summarize their revenue and expenses; report their assets; and provide information on their governance and activities, following the instructions provided in the form.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency regarding the financial activities of tax-exempt organizations, ensuring compliance with federal laws and enabling the IRS to monitor organizations’ operations and governance.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting on revenues, expenses, assets, liabilities, program service accomplishments, and information about officers, directors, and key employees. It may also include sections for a narrative description of the organization’s mission and activities.