Get the free Form 990-ez

Formulario que organiza la declaración de impuestos para organizaciones exentas de impuestos. Incluye información sobre ingresos, gastos y activos de la organización durante el año calendario

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather required information: Collect your organization's financial data for the year, including income, expenses, and balance sheet information.
2. Download the Form 990-EZ: Access the IRS website and download the latest Form 990-EZ.
3. Complete the Header Information: Fill in your organization's name, address, and Employer Identification Number (EIN) at the top of the form.
4. Part I - Summary: Summarize your organization's revenue, expenses, and net assets for the year.
5. Part II - Revenue: Report all sources of revenue including contributions, grants, and program services.
6. Part III - Expenses: List the expenses incurred by your organization, categorizing them appropriately (e.g., program services, management and general, fundraising).
7. Part IV - Net Assets: Calculate your organization's end-of-year net assets and report them accurately.
8. Schedule A (if needed): If your organization is a public charity, complete Schedule A to provide additional information regarding public support.
9. Review and sign: Carefully review the form for accuracy, then have an authorized person sign and date the form.
10. File the form: Submit the completed Form 990-EZ to the IRS by the appropriate deadline, generally within 5 months after the end of your fiscal year.

Who needs form 990-ez?

1. Organizations that qualify as tax-exempt under Section 501(c)(3) and have gross receipts between $200,000 and $500,000, along with total assets under $500,000.

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What is form 990-ez?

Form 990-EZ is a short version of the IRS Form 990, used by organizations that are exempt from federal income tax to report their income, expenses, and other financial information.

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 information on their financial activities, including revenue, expenses, and assets. They should also report on their mission and activities and ensure that they are compliant with IRS instructions and guidelines.

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 situation, program achievements, and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as the organization's gross receipts, total expenses, net assets, contributions, program service revenues, and any compensation paid to the highest-paid employees.