Get the free Form 990-ez

Form 990-EZ is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to provide financial information regarding their income,

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain Form 990-EZ from the IRS website or your tax professional.
2. Fill out the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Provide the date of your organization's end of the accounting year.
4. Indicate your organization's gross receipts and total assets in the relevant sections.
5. Complete the income and expenditures sections, detailing your organization's revenues and expenses.
6. Answer the questions related to the organization’s activities and governance.
7. Include any necessary schedules, such as Schedule A or Schedule B, if applicable.
8. Review the completed form for accuracy and ensure all necessary signatures are included.
9. File the form by the due date, typically the 15th day of the 5th month after the end of your organization’s fiscal year.

Who needs form 990-ez?

1. Organizations that are exempt from federal income tax and have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.
2. Small tax-exempt organizations that want to report their financial activities and maintain their tax-exempt status.

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What is form 990-ez?

Form 990-EZ is a short version of the annual information return that tax-exempt organizations must file with the IRS. It is used by organizations with gross receipts between $200,000 and $500,000 and total assets under $2.5 million.

Who is required to file form 990-ez?

Organizations that are tax-exempt under section 501(c) of the Internal Revenue Code and have annual gross receipts between $200,000 and $500,000 or total assets under $2.5 million are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide details such as their name, address, EIN, and the period for which they are filing. They must report revenue, expenses, and net assets, as well as other specific financial information and disclosures as required by the form.

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 health and activities of tax-exempt organizations. This helps ensure transparency and accountability in the nonprofit sector.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report income, expenses, assets, liabilities, and other financial information. It also requires details about the organization's mission, significant activities, and governance structure.