Get the free Form 990-ez

This form is used by certain tax-exempt organizations to report their financial information to the IRS when their gross receipts are less than $200,000 and their total assets are less than $500,000.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary information: Collect your organization's financial data, including income, expenses, and assets.
2. Complete the heading: Fill out the organization's name, address, and Employer Identification Number (EIN).
3. Report revenue: Enter the total revenue your organization earned during the year, including contributions, grants, and program service revenue.
4. Report expenses: List all expenses, including salaries, rent, supplies, and other operational costs.
5. Calculate net assets: Determine the excess of total revenue over total expenses to find your organization's net assets.
6. Fill out additional schedules: If applicable, complete any necessary schedules that pertain to your organization’s activities.
7. Review the return: Ensure that all information is accurate and complete, double-checking figures and narratives.
8. Sign and date: Have an authorized individual sign and date the form before submission.
9. Submit the form: File the completed form 990-EZ with the IRS by the deadline, which is typically the 15th day of the 5th month after the end of your fiscal year.

Who needs form 990-ez?

1. Organizations that normally have gross receipts of under $200,000 and total assets of under $500,000 at the end of the year.
2. Small tax-exempt organizations, including charitable nonprofits and foundations, that meet the above income and asset thresholds.

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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 certain tax-exempt organizations must file with the IRS.

Who is required to file form 990-ez?

Organizations whose gross receipts are normally less than $200,000 and total assets are 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 should gather their financial information, complete the required sections including income, expenses, and net assets, and ensure they provide supplementary schedules as required.

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 financial activities of tax-exempt organizations, promoting transparency and accountability.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information such as total revenue, total expenses, net assets, a summary of income and expenses, and specific details about compensation, governance, and program accomplishments.