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This form is used by organizations exempt from income tax under sections 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their financial information for the tax year. It includes

How to fill out 990-ez

How to fill out 990-ez

1. Gather all necessary financial documents including income, expenses, and balance sheets for the tax year.
2. Obtain the IRS Form 990-EZ from the IRS website or your tax preparation software.
3. Complete Part I by providing basic information about your organization including its name, address, and employer identification number (EIN).
4. Fill out Part II to report your organization’s revenue and expenses. Include line items for contributions, grants, program service revenue, and other income.
5. Complete Part III by providing a brief description of your organization’s mission and its main activities.
6. Fill out Part IV and provide information on the organization’s assets, including amounts held in checking accounts, savings, and investments.
7. Complete the checklist in Part V, which details compliance with various IRS requirements.
8. Review the completed form for accuracy and ensure all schedules are attached, such as Schedule B for contributors.
9. Sign and date the form, and ensure that an authorized officer of the organization signs it.
10. Submit the completed Form 990-EZ to the IRS by the appropriate deadline.

Who needs 990-ez?

1. Organizations with annual gross receipts of $200,000 or less and total assets of $500,000 or less at the end of the tax year.
2. Small nonprofit organizations, including charities and certain tax-exempt groups that are required to file an annual federal tax return.
3. Organizations that choose to file Form 990-EZ instead of the longer Form 990 for simplicity and ease of reporting.

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What is 990-ez?

Form 990-EZ is an IRS form used by tax-exempt organizations to report their financial information and activities. It is a shorter version of Form 990, designed for smaller organizations.

Who is required to file 990-ez?

Organizations with gross receipts of more than $200,000 or total assets of more than $500,000 are generally required to file Form 990-EZ, as well as smaller organizations that choose not to file Form 990-N.

How to fill out 990-ez?

To fill out Form 990-EZ, an organization must provide basic information such as its name, address, and EIN, report its financial activities and net assets, and complete various sections related to revenue, expenses, and program accomplishments.

What is the purpose of 990-ez?

The purpose of Form 990-EZ is to provide transparency and accountability for tax-exempt organizations by detailing their financial activities and ensuring compliance with IRS regulations.

What information must be reported on 990-ez?

Form 990-EZ requires organizations to report revenue, expenses, net assets, details about the board of directors, and other relevant information such as program service accomplishments and fundraising activities.