Get the free Form 990-ez

This form is used by organizations exempt from income tax to report their annual income, expenses, and changes in net assets. It is filed under section 501 (c), 527, or 4947(a)(1) of the Internal

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information about your organization, including financial statements and details of activities.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Complete Part I by providing the organization's basic information, including name, address, and Employer Identification Number (EIN).
4. Fill out Part II to report the revenue, expenses, and changes in net assets.
5. In Part III, provide a brief description of the organization’s mission and main activities.
6. Complete Part IV if the organization has any changes in its activities or any other relevant information.
7. Carefully review the form for accuracy and ensure all necessary schedules and attachments are included.
8. Sign and date the form at the bottom of page 2, ensuring the signer is authorized to represent the organization.
9. Submit the completed form 990-EZ to the appropriate IRS address based on the organization's location.

Who needs form 990-ez?

1. Form 990-EZ is needed by tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000.
2. It is typically used by charitable organizations, foundations, and other nonprofits that do not exceed the income thresholds for filing Form 990.

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What is form 990-ez?

Form 990-EZ is a short form version of the annual information return that certain tax-exempt organizations must file with the IRS.

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 generally required to file Form 990-EZ.

How to fill out form 990-ez?

Form 990-EZ can be filled out by completing the required sections, including financial information, functional expenses, and the organization’s activities, ensuring to follow the instructions provided by 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, governance, and operations in order to ensure transparency and compliance with tax-exempt status.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of gross receipts, total expenses, net assets, functional expenses, and a summary of the organization’s activities, along with other specific financial information and governance details.