Get the free Form 990-ez

This form is used by organizations that are exempt from income tax to report revenues, expenses, and changes in net assets. It provides a simplified reporting option for small exempt organizations.

How to fill out form 990-ez

How to fill out form 990-ez

1. Step 1: Gather Required Information - Collect necessary information about your organization, including mission statements, financial data, and details of activities.
2. Step 2: Download the Form - Obtain Form 990-EZ from the IRS website or your tax preparation software.
3. Step 3: Complete Part I - Fill out basic information about your organization, including name, address, and EIN.
4. Step 4: Fill Out Part II - Provide information about revenue, expenses, and changes in net assets for the year.
5. Step 5: Complete Part III - Describe your organization's mission and its main activities during the year.
6. Step 6: Fill Out Schedule A (if required) - Complete this schedule if your organization is a 501(c)(3) charitable organization.
7. Step 7: Review and Verify Information - Check all entries for accuracy and ensure no sections are left incomplete.
8. Step 8: File the Form - Submit Form 990-EZ electronically or by mail to the appropriate IRS address before the deadline.

Who needs form 990-ez?

1. Organizations that have annual gross receipts between $50,000 and $200,000 and total assets under $500,000 typically need to file Form 990-EZ.
2. Small tax-exempt organizations that meet the revenue and assets thresholds, including charitable organizations, private foundations, and other non-profit entities, require this form.
3. Organizations that want an easier reporting process compared to the longer Form 990 can use Form 990-EZ to satisfy IRS requirements.

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What is form 990-ez?

Form 990-EZ is a shorter version of the standard IRS Form 990, used by tax-exempt organizations to report their financial information and activities to the Internal Revenue Service.

Who is required to file form 990-ez?

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

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather financial statements, prepare statements of revenue and expenses, and complete the form by entering the required information in the appropriate sections and schedules.

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 financial condition, activities, and governance of a tax-exempt organization.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of revenue, expenses, net assets, program service accomplishments, and a list of current officers and directors, among other financial and organizational information.