Get the free Form 990-ez

This form is filed by tax-exempt organizations to report their income, expenses, and activities for the tax year. It is used to establish compliance with IRS regulations under section 501(c)(3) of

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary documentation including financial records and information about your organization.
2. Download the form 990-EZ from the IRS website or obtain a printed copy.
3. Fill out the organization’s name, address, and Employer Identification Number (EIN) at the top of the form.
4. Complete Part I, which involves providing information about revenue and expenses.
5. In Part II, list the organization's assets, liabilities, and net assets.
6. Fill out Part III, answering questions regarding the organization's activities and governance.
7. Complete Part IV, detailing the organization’s financial position.
8. Review the instructions for Part V, which involve the statement of revenue and statements of functional expenses.
9. If applicable, provide any additional schedules or documents required.
10. Sign and date the form, include a signature from an authorized officer of the organization.
11. Submit the form to the designated address or e-file according to IRS guidelines.

Who needs form 990-ez?

1. Organizations with gross receipts under $200,000 and total assets under $500,000.
2. Small tax-exempt organizations that do not qualify for the full Form 990.
3. Nonprofits that wish to keep their tax-exempt status while providing essential financial information.

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What is form 990-ez?

Form 990-EZ is a shorter version of the standard Form 990 that nonprofit organizations file with the IRS to report their financial information and activities for a given year.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $1.25 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 complete sections regarding their revenue, expenses, and net assets, and provide information about their mission, programs, and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about a nonprofit organization, ensuring transparency and accountability in the nonprofit sector.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of gross receipts, expenses, net assets, program service accomplishments, and detailed financial statements of the organization.