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 to report their financial information and compliance with applicable

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial records for the organization, including income statements and balance sheets.
2. Fill in basic information at the top of the form, such as the organization's name, address, and Employer Identification Number (EIN).
3. Complete Part I by reporting the organization's revenue, including contributions, grants, and program service revenue.
4. Fill out Part II by listing the organization’s expenses, including program expenses, administrative expenses, and fundraising expenses.
5. Complete Part III to report the organization’s net assets or fund balances at the beginning and end of the fiscal year.
6. Fill in Part IV with additional information on specific parts of the organization’s activities or governance.
7. Sign and date the form at the bottom, certifying that the information provided is accurate.

Who needs form 990-ez?

1. Nonprofit organizations with gross receipts under $200,000 and total assets under $500,000 can use Form 990-EZ.
2. Organizations that are exempt from federal income tax under section 501(c)(3) or other sections of the Internal Revenue Code.
3. Smaller charitable organizations that do not meet the requirements for filing the full Form 990.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is used by tax-exempt organizations in the United States to report their financial information to the IRS. It is specifically designed for smaller tax-exempt organizations.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 or total assets below $2.5 million at the end of the tax 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 about revenue, expenses, program services, and other financial details. The form is divided into sections that cover basic organization information, financial data, and any schedules that must accompany the submission.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency to the IRS and the public about the financial health and activities of smaller tax-exempt organizations, ensuring compliance with federal tax regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires the reporting of financial details such as total revenue, total expenses, net assets, program service accomplishments, and details about governance and accountability practices.