Get the free Form 990-ez

This form is used by certain organizations that are exempt from income tax to report their income, expenses, and changes in net assets or fund balances for the calendar year or tax-year period. It

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather financial records for the year, including income and expenses.
2. Download the Form 990-EZ from the IRS website or obtain a copy from your accountant.
3. Fill out the basic information section, including the organization’s name, address, and Employer Identification Number (EIN).
4. Complete Part I: Revenue, detailing your organization's revenue sources.
5. Fill out Part II: Expenses, listing all applicable expenses your organization incurred.
6. If applicable, complete Part III: Statement of Program Service Accomplishments, summarizing your organization’s mission and activities.
7. Review Part IV: List of Officers, Directors, and Trustees, and provide the required information.
8. Complete Part V: Other Information, answering questions related to governance and compliance.
9. Ensure all required schedules are completed and attached, if necessary.
10. Sign and date the form, then send it to the appropriate IRS address.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts under $200,000 and total assets under $500,000.
2. Organizations eligible to file 990-EZ typically include charities, non-profits, and certain types of trusts.

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What is form 990-ez?

Form 990-EZ is a short version of the annual information return required to be filed by tax-exempt organizations in the United States. It provides financial information to the IRS 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 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 need to provide basic information about their organization, financial statements, revenue and expenses, and a summary of their activities, along with any required schedules.

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 financial health, activities, and governance of tax-exempt organizations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of revenue, expenses, net assets, program service accomplishments, and details about the organization's governance, as well as compliance with various tax regulations.