Get the free Form 990-ez

This form is used by certain organizations to report their income, expenses, and changes in net assets for tax-exempt status under section 501(c)(3), 501(c)(4), or 501(c)(7). It includes financial

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information for your organization, including revenue, expenses, and assets.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Begin with Part I, providing your organization’s basic information, including name and address.
4. Complete Part II by reporting your revenue, including contributions, program revenue, and investment income.
5. In Part III, document your functional expenses, categorizing them as program services, management, and fundraising.
6. Fill out Part IV if applicable, addressing any additional schedules or information that may be required.
7. Complete the signature area at the end of the form, ensuring the form is signed and dated by an authorized individual.
8. Review the form for accuracy and completeness.
9. File the form electronically or mail it to the appropriate IRS address, depending on your organization's requirements.

Who needs form 990-ez?

1. Organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.
2. Small tax-exempt organizations that typically operate on a limited budget and need to report their financial information to the IRS.
3. Nonprofits that meet the criteria set forth by the IRS for filing Form 990-EZ instead of the longer Form 990.

For pdfFiller’s FAQs

How can I edit form 990-ez from Google Drive?

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including form 990-ez, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.

How do I execute form 990-ez online?

pdfFiller has made it easy to fill out and sign form 990-ez. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.

Can I create an eSignature for the form 990-ez in Gmail?

When you use pdfFiller's add-on for Gmail, you can add or type a signature. You can also draw a signature. pdfFiller lets you eSign your form 990-ez and other documents right from your email. In order to keep signed documents and your own signatures, you need to sign up for an account.

What is form 990-ez?

Form 990-EZ is an annual information return that organizations exempt from income tax under section 501(a) of the Internal Revenue Code must file. It is a shorter version of Form 990.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $500,000 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 information regarding their financial activities, including revenue, expenses, and net assets, in addition to answering other specific questions as required by the form.

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 activities, governance, and financial condition, demonstrating compliance with federal tax laws.

What information must be reported on form 990-ez?

Information that must be reported on Form 990-EZ includes the organization's name, address, financial data, mission statement, program accomplishments, and a list of officers and directors.