Get the free Form 990-ez

This document is a tax form for organizations that are exempt from income tax and provides a summary of income, expenses, and changes in net assets or fund balances. It includes information on contributions

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain the Form 990-EZ from the IRS website.
2. Gather your organization's financial records for the reporting period.
3. Fill out the top section of the form with your organization's name, address, and EIN.
4. Complete Part I, which requires a summary of revenue, expenses, and net assets.
5. Move on to Part II to provide a detailed statement of the organization's revenue and expenses.
6. Fill out Part III, detailing the organization's mission and activities.
7. Complete Part IV, which consists of compliance and certification items.
8. If applicable, complete any additional schedules or parts required for your organization.
9. Review the form for accuracy and completeness.
10. File the form electronically or via mail by the due date.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts of $200,000 or less.
2. Organizations with total assets of $500,000 or less at the end of the year.
3. Organizations that do not qualify for Form 990-N (e-Postcard) and are not required to file Form 990.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990 used by tax-exempt organizations to report their financial information to the IRS. It is primarily used by smaller organizations whose annual gross receipts are less than $200,000 and assets are less than $500,000.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000, or total assets under $500,000 at the end of the tax year, are required to file Form 990-EZ instead of the longer Form 990.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather their financial statements, follow the instructions provided by the IRS, complete the form by entering relevant financial data, and ensure that all required signatures and dates are included before submission.

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 status, activities, and compliance with tax-exempt status requirements.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of basic organizational information, revenue, expenses, net assets, program service accomplishments, and any other financial disclosures needed to demonstrate compliance with tax-exempt regulations.