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Short Form for organizations with gross receipts less than $100,000 and total assets less than $250,000, required for compliance with IRS regulations under section 501(c), 527, or 4947(a)(1) of the

How to fill out 990-ez

How to fill out 990-ez

1. Obtain IRS Form 990-EZ from the IRS website or through tax software.
2. Fill out the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Enter the fiscal year on line 1.
4. Complete Part I by providing summary information about the organization's revenue and expenses.
5. Fill out Part II, detailing the statement of revenue, including contributions, program service revenue, and other income.
6. In Part III, report functional expenses, categorizing them into program, management, and fundraising expenses.
7. Complete Part IV regarding the balance sheet, reporting assets, liabilities, and net assets.
8. If applicable, complete Schedule A to provide additional information on public support.
9. Sign and date the form, ensuring it is filed by the deadline, typically the 15th day of the 5th month after the end of the fiscal year.

Who needs 990-ez?

1. Organizations with gross receipts of $200,000 or less and total assets of $500,000 or less.
2. Nonprofits that are not classified as private foundations and are eligible to file Form 990-EZ instead of Form 990.
3. Certain small charitable organizations, community foundations, and religious institutions.

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What is 990-ez?

Form 990-EZ is an annual information return that organizations must file with the IRS to provide financial information about their organization. It is a shorter version of Form 990, typically used by smaller tax-exempt organizations.

Who is required to file 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $2.5 million are required to file Form 990-EZ. Additionally, certain tax-exempt organizations, including charities and non-profits, must file it if they do not meet the criteria for the shorter Form 990-N.

How to fill out 990-ez?

To fill out Form 990-EZ, organizations must provide information such as their mission statement, revenue and expenses, compensation of highest-paid employees, and a summary of program services. It's important to follow the instructions provided by the IRS for each section of the form and ensure all financial details are accurately reported.

What is the purpose of 990-ez?

The purpose of Form 990-EZ is to provide transparency and accountability for tax-exempt organizations by reporting their financial activities, ensuring compliance with federal tax regulations, and assisting the IRS in monitoring non-profit organizations.

What information must be reported on 990-ez?

Form 990-EZ requires reporting of the organization's revenue, expenses, net assets, compensation of board members and highest-paid employees, a summary of program services, and information regarding the organization’s mission and activities.