Get the free Form 990-ez

This form is used by certain tax-exempt organizations to report their income, expenses, and activities for a specific tax year. It includes information such as gross receipts, program service revenue,

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial information including income, expenses, and assets.
2. Download Form 990-EZ from the IRS website or obtain a physical copy.
3. Complete the heading section with the organization's name, address, and EIN.
4. Fill out Part I to summarize the organization's revenue, expenses, and net assets.
5. Complete Part II, detailing the organization's program service accomplishments.
6. Fill out Part III if your organization has changes in net assets.
7. Complete Part IV, providing a list of the organization’s officers, directors, and trustees.
8. Review the form for accuracy and completeness.
9. Sign and date the form, and ensure it is filed by the appropriate deadline.

Who needs form 990-ez?

1. Small nonprofit organizations with gross receipts under $200,000 and total assets under $500,000 at the end of the year.
2. Organizations that do not qualify for the simpler Form 990-N (e-Postcard).
3. 501(c)(3) organizations and other tax-exempt organizations that are required to file an annual return.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is an annual information return that many tax-exempt organizations must file with the Internal Revenue Service (IRS). It is used to provide the IRS with information about the organization’s activities, governance, and financial condition.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000, or total assets of less than $2.5 million at the end of the year, are generally required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations require accurate financial records. They must complete the form by providing details such as the organization’s name, address, Employer Identification Number (EIN), mission statement, financial activities, expenses, and revenues over the past year, among other required information.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide transparency for tax-exempt organizations by reporting their financial activities to the IRS and the public, ensuring compliance with tax laws and regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report their revenue, expenses, net assets, program services, contributions, and details about governance and compliance with public accountability standards.