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. It provides a concise overview of the organization\'s financial activities

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather all necessary financial information: Collect your organization's financial statements, including revenue, expenses, and net assets.
2. Complete the Header: Enter the organization's name, address, Employer Identification Number (EIN), and the tax period.
3. Part I - Revenue: Report total revenue from all sources, including contributions, grants, and program service revenue.
4. Part II - Expenses: Detail all expenses incurred during the tax year, separating program service expenses, management and general expenses, and fundraising expenses.
5. Part III - Net Assets: Calculate the net assets or fund balances at the beginning and end of the year.
6. Part IV - Signature: Sign and date the form, and ensure that the form is completed by an authorized individual.
7. Attach Supporting Documents: Include any necessary schedules or statements that provide additional information or clarification.
8. File the Form: Send the completed Form 990-EZ to the IRS by the due date, either by mail or electronically if applicable.

Who needs form 990-ez?

1. Organizations that have annual gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.
2. Smaller charitable organizations and non-profits that qualify for streamlined reporting.
3. Organizations that are not required to file Form 990 or Form 990-PF, but still need to meet IRS filing requirements.

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What is form 990-ez?

Form 990-EZ is an annual information return required to be filed by certain tax-exempt organizations in the United States. It is a shorter version of Form 990 and is used to provide the IRS with financial information and details 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 are generally required to file Form 990-EZ. Additionally, some smaller tax-exempt organizations may opt to file it if they do not meet the requirements for Form 990-N.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide detailed financial statements including revenue, expenses, and net assets. They must also answer questions regarding governance, activities, and compliance with IRS regulations. It is advisable to consult the form instructions for specific line item guidance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS with necessary information about the financial health and operational activities of tax-exempt organizations, promoting transparency and accountability among non-profits.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as revenue, expenses, net assets, details about program services, and governance structure. It also includes questions regarding compliance with IRS requirements and any changes in the organization's status.