Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their income, expenses, and activities, including contributions

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. Provide the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Fill in the appropriate tax year for which you are filing.
4. Complete the income section by reporting total revenue, contributions, grants, and program service revenue.
5. Report the expenses incurred by the organization, including program services, management, and fundraising expenses.
6. Calculate the difference between total revenue and total expenses to determine the organization's net assets.
7. Complete the balance sheet section by reporting the organization's assets, liabilities, and net assets.
8. Provide any necessary additional schedules that pertain to the organization’s activities.
9. Review the completed form for accuracy and completeness.
10. Sign and date the form before submitting it to the IRS.

Who needs form 990-ez?

1. Non-profit organizations with gross receipts of less than $200,000 and total assets less than $500,000 can use Form 990-EZ.
2. Organizations that are exempt from federal income tax under Section 501(c)(3) or similar sections of the Internal Revenue Code.
3. Smaller private foundations may also need to file Form 990-EZ if they meet the criteria.

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What is form 990-ez?

Form 990-EZ is a streamlined version of Form 990, which is used by tax-exempt organizations to provide financial information to the IRS. It is specifically designed for smaller organizations that meet certain income thresholds.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets of less than $2.5 million at the end of the year are generally required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide their financial information, including revenue and expenses, balance sheet details, and specific program service accomplishments. The form can be completed using paper or electronically through IRS e-filing systems.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS with a summary of a tax-exempt organization's financial activities, ensuring transparency and compliance with tax regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as revenue, expenses, assets, liabilities, program service accomplishments, and specific governance information related to the organization.