Get the free Form 990-ez

This form is used by organizations exempt from income tax under section 501(c) of the Internal Revenue Code to provide the IRS with information about their financial activities, governance, and program

How to fill out form 990-ez

How to fill out form 990-ez

1. Begin by downloading the Form 990-EZ from the IRS website or obtaining a physical copy.
2. Fill out Part I, providing the organization's name, address, and Employer Identification Number (EIN).
3. Complete Part II by reporting the organization's revenue, including contributions, program service revenue, and total revenue.
4. In Part III, report the expenditures, detailing expenses such as salaries, rent, and other operational costs.
5. Fill out Part IV, answering the qualifying questions about your organization’s activities and financial practices.
6. Prepare any supplemental schedules, if required, to provide additional details on specific income or expenses.
7. Review the completed form for accuracy and ensure all necessary schedules are attached.
8. Sign and date the form, indicating the authorized person for the organization.
9. Mail the form to the appropriate IRS address specific to your organization's location, or file electronically if eligible.

Who needs form 990-ez?

1. Organizations whose gross receipts are normally under $200,000 and total assets are under $500,000.
2. Certain tax-exempt organizations that need to file an annual return but do not qualify to file the standard Form 990.
3. Smaller charitable organizations, non-profit organizations, and their affiliates.

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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 serves as a less complex alternative to Form 990.

Who is required to file form 990-ez?

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

How to fill out form 990-ez?

To fill out Form 990-EZ, an organization must gather financial data, including revenue, expenses, and assets, and complete the form by providing information in the required sections, including identifying information and financial statements.

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 health, promoting transparency for tax-exempt entities.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting information such as the organization’s financial statements, revenue and expenses, program accomplishments, governance details, and compensation of highest-paid employees.