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 for the tax year.

How to fill out form 990-ez

How to fill out form 990-ez

1. Begin by gathering your organization's financial statements and necessary documentation for the tax year.
2. Fill out Part I: Revenue, Expenses, and Changes in Net Assets. Report total revenue, total expenses, and your net assets.
3. Complete Part II: Summary of Activities. Briefly describe the organization's program services and significant changes during the year.
4. Move on to Part III: Statement of Program Service Accomplishments. Describe your organization's major programs and their accomplishments.
5. Fill out Part IV: Checklist of Required Schedules. Make sure to check off the applicable schedules that you are required to include.
6. Complete Part V: Governance, Management, and Disclosure, providing details about your governing body and policies.
7. Sign and date the form, and include your title and the date of the signature.
8. Submit the completed form to the IRS by the deadline, typically the 15th day of the 5th month after the end of your fiscal year.

Who needs form 990-ez?

1. Organizations with gross receipts under $200,000 and total assets under $500,000 at the end of the tax year.
2. Small tax-exempt organizations that do not qualify for filing Form 990 or Form 990-N (e-Postcard).
3. Certain charities, private foundations, and other nonprofit organizations eligible for simplified reporting.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is used by tax-exempt organizations to file their annual information returns with the IRS.

Who is required to file form 990-ez?

Organizations with annual gross receipts greater than $200,000 or total assets greater 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 about their revenue, expenses, and programs. They also need to complete all required schedules and ensure that their information is accurate.

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 financial health, operations, and compliance with tax-exempt rules.

What information must be reported on form 990-ez?

Form 990-EZ requires the reporting of financial information such as revenue, expenses, assets, liabilities, and program services, along with information about governance and compliance with tax laws.