Get the free Form 990-ez

This form is used by certain tax-exempt organizations to report their income, expenses, and activities for the year. It is specifically for organizations with gross receipts less than $100,000 and

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information from your nonprofit's accounting records.
2. Download the Form 990-EZ from the IRS website or obtain a copy from your accountant.
3. Begin filling in the organization’s name, address, and Employer Identification Number (EIN) at the top of the form.
4. Complete Part I by providing a brief overview of your organization's mission and activities, including revenue and expenses.
5. Fill out Part II to report the organization’s revenue, including contributions and grants received.
6. Complete Part III to list expenses, including functional expenses, such as program services, management, and fundraising.
7. If applicable, fill out Part IV to disclose information about the organization’s compensation and governance.
8. Review Part V to check the schedule of officers, directors, trustees, and key employees.
9. Complete Part VI if your organization has any Schedule B requirements to report substantial contributions.
10. Finally, sign and date the form, and ensure it is submitted by the appropriate deadline.

Who needs form 990-ez?

1. Nonprofits with gross receipts $200,000 or less and total assets under $500,000 can use Form 990-EZ for their annual reporting.
2. Organizations that are not required to file the full Form 990 may also qualify to use Form 990-EZ.
3. Certain types of organizations, such as public charities and foundations, typically need the form.

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What is form 990-ez?

Form 990-EZ is a streamlined version of the Form 990, which is used by tax-exempt organizations to report their financial information to the IRS and provide information about their 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 are required to file Form 990-EZ, as well as smaller organizations that choose to file it.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide information such as their revenue, expenses, assets, program service accomplishments, and a summary of their governance structure.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency regarding the financial activities of tax-exempt organizations and ensure compliance with IRS requirements.

What information must be reported on form 990-ez?

Information required includes details about the organization's revenues, expenses, balance sheet, functional expenses, compensation of highest-paid employees, and a summary of the organization's mission and programs.