Get the free Form 990-ez

This form is used to file a return for an organization that is exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code and is not a private foundation.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information about your organization, including its financial data for the year.
2. Begin with Part I of Form 990-EZ, providing basic information about the organization such as name, address, and EIN.
3. Fill out Part II, which includes the organization's revenue, expenses, and change in net assets.
4. Complete Part III, detailing your organization’s mission and significant accomplishments during the year.
5. Move on to Part IV, answering questions regarding compliance with the IRS regulations.
6. Review Part V to provide information on the organization’s balance sheet.
7. Sign and date the form at the end, ensuring all information provided is accurate and complete.
8. Submit Form 990-EZ to the IRS by the appropriate deadline, which is typically the 15th day of the 5th month after the end of your organization’s fiscal year.

Who needs form 990-ez?

1. Form 990-EZ is required for small tax-exempt organizations whose gross receipts are under $200,000 and total assets are under $500,000 at the end of the year.
2. Organizations that qualify to file Form 990-EZ include charities, certain non-profits, and others that meet the IRS criteria for smaller organizations.

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What is form 990-ez?

Form 990-EZ is a shortened version of Form 990, which is used by tax-exempt organizations to provide the IRS with financial information, governance, and operational details.

Who is required to file form 990-ez?

Organizations that have gross receipts between $200,000 and $500,000 and 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 enter information about their financial activities, including revenues, expenses, assets, and liabilities, along with providing details about their mission and programs.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with a transparent overview of an organization's financial health and operations, ensuring accountability and compliance.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as total revenue, total expenses, net assets at year-end, compensation of the highest paid employees or contractors, and a description of the organization's mission and programs.