Get the free Form 990-ez

This form is used by organizations that are exempt from income tax under sections 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial activity, including gross receipts,

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain Form 990-EZ from the IRS website.
2. Fill in the organization's legal name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I: Revenue, including total income and revenues from various sources.
4. Fill out Part II: Expenses, detailing major expenses incurred by the organization.
5. Complete Part III: Net Assets or Fund Balances, showing the organization's net assets at the end of the year.
6. Fill out Part IV: Checklist of required schedules, indicating if additional schedules are necessary based on the organization's activities.
7. Sign and date the form by an authorized officer of the organization.
8. Submit the completed Form 990-EZ to the IRS by the appropriate deadline.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts under $200,000 and total assets under $500,000.
2. Organizations required to file a form 990 instead of a full Form 990.
3. Charitable organizations, religious organizations, and certain other nonprofit entities meeting specific criteria.

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What is form 990-ez?

Form 990-EZ is a short form of the annual information return that certain tax-exempt organizations must file with the IRS, providing information about their financial activities.

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 the year are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide their financial information such as revenue, expenses, net assets, and details about their mission, programs, and governance. Instructions provided by the IRS should be followed closely.

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 financial status, operations, and compliance with tax laws, ensuring transparency and accountability.

What information must be reported on form 990-ez?

Form 990-EZ requires the reporting of financial data including revenue, expenses, changes in net assets, program service accomplishments, and information about the organization's officers, directors, and trustees.