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. It is applicable for organizations with gross receipts under $200,000

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather required information about your organization, including its EIN, address, and financial details.
2. Download or obtain a copy of Form 990-EZ from the IRS website.
3. Begin filling out the form starting with Part I, which includes basic information about the organization.
4. Move to Part II to provide details on revenue, expenses, and changes in net assets.
5. Complete Part III to describe the organization’s mission and its main activities.
6. Fill out Part IV if your organization has additional information to disclose, including compensations to officers, directors, and key employees.
7. Review the form for accuracy, ensuring all required attachments are included.
8. Sign and date the form, preferably by an authorized officer of the organization.
9. Submit the completed Form 990-EZ to the IRS, either by mail or electronically, as appropriate.

Who needs form 990-ez?

1. Organizations that have gross receipts under $200,000 and total assets under $500,000 at the end of the year are required to file Form 990-EZ.
2. Smaller tax-exempt organizations that do not meet the thresholds for filing Form 990 or Form 990-PF.

For pdfFiller’s FAQs

Where do I find form 990-ez?

It's simple using pdfFiller, an online document management tool. Use our huge online form collection (over 25M fillable forms) to quickly discover the form 990-ez. Open it immediately and start altering it with sophisticated capabilities.

Can I create an eSignature for the form 990-ez in Gmail?

You can easily create your eSignature with pdfFiller and then eSign your form 990-ez directly from your inbox with the help of pdfFiller’s add-on for Gmail. Please note that you must register for an account in order to save your signatures and signed documents.

How do I complete form 990-ez on an iOS device?

In order to fill out documents on your iOS device, install the pdfFiller app. Create an account or log in to an existing one if you have a subscription to the service. Once the registration process is complete, upload your form 990-ez. You now can take advantage of pdfFiller's advanced functionalities: adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.

What is form 990-ez?

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

Who is required to file form 990-ez?

Tax-exempt organizations with annual gross receipts between $200,000 and $500,000, and total assets less than $2.5 million at the end of the year are required to file Form 990-EZ.

How to fill out form 990-ez?

Form 990-EZ can be filled out by gathering financial records, completing the required sections for financial information, activities, and governance, and submitting the form either electronically or via mail to the IRS.

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 finances, operations, and compliance with tax laws, thereby enhancing transparency and accountability.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of financial information, including revenue, expenses, assets, liabilities, functional expenses, changes in net assets, and details about the organization's governance and activities.