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 revenue, expenses, and changes in net assets, along

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain the Form 990-EZ from the IRS website or an authorized distributor.
2. Fill in the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I to report revenue, including contributions, program service revenue, and investment income.
4. Move to Part II to detail the organization's expenses, including program, management, and fundraising expenses.
5. Calculate the net assets or fund balances in Part III.
6. Complete Part IV, answering the questions applicable to the organization, such as governance and compensation.
7. Fill out any additional schedules that may be required based on the organization's activities and financials.
8. Review the completed form for accuracy, ensuring all necessary fields are filled out.
9. Sign and date the form at the bottom, confirming that the information is true and complete.
10. Submit the form electronically or by mail to the IRS, depending on your organization's requirements.

Who needs form 990-ez?

1. Organizations that are exempt from federal income tax under section 501(c) of the Internal Revenue Code.
2. Public charities with gross receipts of $200,000 or less and total assets of $500,000 or less.
3. Certain non-profit organizations that are not required to file the more detailed Form 990 due to their size.

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What is form 990-ez?

Form 990-EZ is a shorter version of the Form 990 that is used by small tax-exempt organizations to provide the IRS with information about their activities, finances, and operations.

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 need to provide their basic information, including revenue, expenses, assets, and details about their programs. It consists of specific sections that must be completed, and accurate financial data must be reported.

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 a tax-exempt organization's financial status and activities, to ensure transparency and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as gross receipts, total expenses, net assets, compensation of officers, and a description of the organization's mission and significant activities.