Get the free Form 990-EZ

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is 990-EZ

The Form 990-EZ is a tax document used by tax-exempt organizations in the US to report their financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.8

satisfied

56 votes

Who needs 990-EZ?

Explore how professionals across industries use pdfFiller.

990-EZ is needed by:

Small nonprofit organizations with gross receipts under $100,000
Tax-exempt entities reporting less complex financials
Officers responsible for signing tax documents
Preparers assisting in tax filing
Organizations looking to maintain tax-exempt status

Comprehensive Guide to 990-EZ

What is the Form 990-EZ?

The Form 990-EZ is a crucial tax document employed by tax-exempt organizations in the United States. This form is specifically designed for those with gross receipts of less than $100,000 and total assets under $250,000. The completion of Form 990-EZ not only assists in fulfilling tax obligations but also maintains transparency in financial reporting.

To properly submit this form, signatures are required from both an officer and a preparer, ensuring accountability and compliance with IRS regulations.

Purpose and Benefits of the Form 990-EZ

Filing Form 990-EZ is essential for nonprofit organizations as it promotes financial transparency and upholds reporting responsibilities. By accurately completing this form, nonprofits can safeguard their tax-exempt status, demonstrating compliance with IRS guidelines.

Additionally, Form 990-EZ offers numerous advantages over the more extensive Form 990, such as simplifying the reporting process and reducing the administrative burden on smaller organizations.

Who Needs to Use Form 990-EZ?

Form 990-EZ is applicable to a variety of tax-exempt organizations meeting specific IRS criteria. Organizations eligible for this form typically include smaller nonprofits whose financial activities fall within defined thresholds.

It is vital for organizations to select the appropriate form based on their size and revenue, ensuring compliance with IRS requirements and avoiding unnecessary complications in their tax reporting.

How to Fill Out the Form 990-EZ Online

Filling out Form 990-EZ online can streamline the process. Users can easily access and edit the form using pdfFiller, a practical tool for this task. To begin, one needs to gather essential information such as organizational details and financial data.

A field-by-field walkthrough includes key sections like revenue, expenses, and program service accomplishments, providing a comprehensive view of the organization's finances.

Common Errors and How to Avoid Them

Many users encounter frequent mistakes while completing Form 990-EZ, which can lead to delays or issues with the IRS. Common errors include incomplete fields or inaccuracies in financial reporting.

To mitigate these mistakes, it is advisable to double-check all information for accuracy and utilize a review checklist to verify that all sections of the form are thoroughly completed.

How to Submit Form 990-EZ

Submission of Form 990-EZ can be accomplished through various methods, including electronic filing and paper submissions. Each method has distinct requirements and potential fees associated.

It is essential to adhere to submission deadlines and be aware of processing times to ensure that the form is accepted by the IRS without complications.

Security and Compliance for Form 990-EZ

Ensuring the security and privacy of sensitive documents, such as Form 990-EZ, is paramount. pdfFiller upholds rigorous compliance standards, including SOC 2 Type II and HIPAA, safeguarding users' data during the filing process.

The platform employs robust encryption measures to protect against unauthorized access, providing assurance that sensitive financial information remains confidential.

Supporting Documents Required for Form 990-EZ

Completing Form 990-EZ necessitates various supporting documents to ensure accurate reporting. Key financial documents should be compiled alongside the form, including income statements and balance sheets.

Thorough documentation not only facilitates the completion of the form but also enhances compliance and review processes, thereby reinforcing the integrity of the submitted information.

After Submission: Next Steps for Nonprofits

Upon submitting Form 990-EZ, organizations should track the submission status and confirm acceptance by the IRS. Additionally, nonprofits must adhere to record retention requirements for filed forms and all accompanying documents.

If any errors are identified after submission, it is crucial to follow the appropriate amendment or correction process to maintain compliance.

Utilizing pdfFiller for Your Form 990-EZ Needs

Using pdfFiller for completing Form 990-EZ offers a wealth of advantages, including user-friendly features like templates, field validation, and accessibility from any device. The platform simplifies the process of filling, editing, and eSigning documents.

Moreover, pdfFiller's strong security and compliance standards make it a reliable choice for handling sensitive documents, ensuring that users can complete their forms with confidence.

Last updated on Sep 23, 2015

How to fill out the 990-EZ

1.

Visit pdfFiller and log in to your account or create a new one if you haven't yet.
2.

Use the search bar to find 'Form 990-EZ' and click on the document to open it.
3.

Begin by reviewing the blank fields to familiarize yourself with the information required.
4.

Ensure you have the organization's financial details on hand, including gross receipts and total assets.
5.

Enter the organization's name in the designated field and provide the employer identification number.
6.

Proceed to fill out the revenue, expenses, and balance sheet sections with accurate figures.
7.

Take your time to complete the program service accomplishments and other relevant sections.
8.

Utilize pdfFiller's checkbox feature for selecting options or confirming details where necessary.
9.

Once completed, review the entire form for any errors or missing information before finalizing.
10.

After verifying the form, save your progress and download a copy in PDF or print it directly from pdfFiller.
11.

You may also opt to submit the completed form electronically if your organization utilizes e-filing options.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to file Form 990-EZ?

Form 990-EZ is designed for tax-exempt organizations that have gross receipts of less than $100,000 and total assets of less than $250,000, making it suitable for smaller nonprofits.

What are the deadlines for submitting Form 990-EZ?

Generally, Form 990-EZ is due on the 15th day of the 5th month after the end of the organization's fiscal year. Extensions may be requested if necessary.

How can I submit Form 990-EZ?

Form 990-EZ can be submitted electronically through IRS-approved e-filing services or by mailing a paper copy to the appropriate IRS address. Make sure to check the latest submission guidelines.

What supporting documents are needed with Form 990-EZ?

While no additional documents are required to be submitted with Form 990-EZ, organizations should maintain a complete set of records to support the information reported on the form.

What common mistakes should I avoid when filling out Form 990-EZ?

Some common mistakes include failing to sign the form, providing inaccurate financial figures, or neglecting to report all revenue sources. Double-checking your entries can help mitigate these issues.

How long does it take to process Form 990-EZ?

Processing times for Form 990-EZ can vary but typically take about 4-6 weeks. It is advisable to submit the form well before any deadlines to manage processing times.

Are there any fees associated with filing Form 990-EZ?

Generally, there are no fees for filing Form 990-EZ with the IRS. However, if you choose to use a tax preparation software or professional, there may be associated costs.