Get the free Form 990-ez

Form 990-EZ is a simplified return for organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code that have gross receipts less than $100,000 and total

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather the necessary financial records, including income, expenses, and asset information.
2. Obtain a copy of Form 990-EZ from the IRS website.
3. Fill out the top section with basic organization information, including name, address, and employer ID number.
4. Complete Part I by reporting the organization's revenue and expenses for the year.
5. Fill out Part II, which includes a balance sheet that summarizes the organization's assets and liabilities.
6. Complete Part III by providing information about the organization’s program services.
7. Part IV requires answering specific yes/no questions regarding compliance and activities.
8. If applicable, complete Part V, which pertains to detailed financial data, and Part VI for the governing body and management.
9. Review the form thoroughly for accuracy before submitting.
10. File the completed Form 990-EZ with the IRS by the applicable due date.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts between $200,000 and $500,000.
2. Organizations that are not required to file the full Form 990.
3. Certain charitable organizations that want to report their financial information in a simplified format.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is an annual information return that tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations must file with the IRS. It provides financial information about the organization's activities.

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 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 must provide their basic information, financial data including revenue and expenses, and additional information about their program services. Organizations should follow the IRS instructions and ensure accuracy in reporting.

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 organization’s financial activities, governance, and compliance with federal tax obligations.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as total revenue, total expenses, net assets at the end of the year, and details about program services, management and general expenses, and fundraising events.