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 activities. It includes details

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information: Collect your organization’s financial records, including revenue, expenses, and balance sheet.
2. Download the Form 990-EZ: Obtain the latest version of Form 990-EZ from the IRS website.
3. Complete Heading: Fill out the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
4. Fill out Part I: Provide information about the organization’s mission and activities.
5. Complete Part II: Report total revenue, including contributions, program service revenue, and investment income.
6. Fill out Part III: Report expenses, including program expenses, management, and fundraising expenses.
7. Complete Part IV: Fill in the balance sheet with assets, liabilities, and net assets.
8. Answer Part V: Check the appropriate boxes regarding the organization’s operations and governance.
9. Include Schedule A (if applicable): If your organization is a public charity, attach Schedule A to provide additional information.
10. Review and sign: Ensure all information is complete and accurate, then have an authorized individual sign the form.
11. Submit: Mail the completed form to the appropriate IRS address based on your organization’s location.

Who needs form 990-ez?

1. Organizations that qualify as tax-exempt under section 501(c)(3) of the Internal Revenue Code and have gross receipts between $200,000 and $500,000.
2. Smaller tax-exempt organizations that are above the filing threshold yet not required to file the long Form 990.

For pdfFiller’s FAQs

How can I modify form 990-ez without leaving Google Drive?

pdfFiller and Google Docs can be used together to make your documents easier to work with and to make fillable forms right in your Google Drive. The integration will let you make, change, and sign documents, like form 990-ez, without leaving Google Drive. Add pdfFiller's features to Google Drive, and you'll be able to do more with your paperwork on any internet-connected device.

How do I edit form 990-ez in Chrome?

Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your form 990-ez, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.

How can I edit form 990-ez on a smartphone?

Using pdfFiller's mobile-native applications for iOS and Android is the simplest method to edit documents on a mobile device. You may get them from the Apple App Store and Google Play, respectively. More information on the apps may be found here. Install the program and log in to begin editing form 990-ez.

What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is an annual reporting return that tax-exempt organizations must file with the IRS. It is designed for smaller organizations that have gross receipts between $200,000 and $500,000 or total assets less than $1.25 million.

Who is required to file form 990-ez?

Organizations that have gross receipts of less than $500,000 and total assets of less than $1.25 million at the end of the year are required to file Form 990-EZ, provided they are recognized as tax-exempt under IRS regulations.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations must provide their basic information, including the organization’s name, address, and Employer Identification Number (EIN). They must also report their financial information, including revenue, expenses, and net assets. Detailed instructions on how to fill out each section can be found in the IRS instructions for Form 990-EZ.

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 health, activities, and compliance with tax regulations. It ensures transparency and accountability among non-profit organizations.

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 at the end of the year, program service accomplishments, and information regarding the organization’s governance and management. It also includes questions about lobbying and political activities.