Get the free Form 990-ez

Short Form for tax-exempt organizations, specifically those under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code, providing financial details and public charity status.

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather necessary financial records including income, expenses, and assets.
2. Obtain a copy of Form 990-EZ from the IRS website or your tax advisor.
3. Complete Part I by providing information about the organization's revenue and expenses.
4. Fill out Part II, detailing the balance sheet with assets and liabilities.
5. Complete Part III by answering specific questions regarding the organization's governance and activities.
6. Sign and date the form, ensuring that it is authorized by an appropriate officer of the organization.
7. Submit the completed form to the IRS by the due date.

Who needs form 990-ez?

1. Nonprofit organizations with annual gross receipts between $200,000 and $500,000.
2. Organizations that do not need to file the longer Form 990 due to their size.
3. Certain charitable, educational, and religious organizations that qualify for tax-exempt status.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, which is the annual information return that tax-exempt organizations must file with the IRS. It is designed for small tax-exempt organizations whose gross receipts are normally under $200,000 and total assets are under $500,000.

Who is required to file form 990-ez?

Organizations that are recognized as tax-exempt under section 501(c) of the Internal Revenue Code and have gross receipts over $50,000 but less than $200,000, or total assets under $500,000, are required to file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather financial records, ensure accurate income and expense data, complete each section of the form, provide information about the organization's activities, governance, and other required disclosures, and then submit it to the IRS by the due date.

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 status, activities, and governance of small tax-exempt organizations, ensuring transparency and compliance with federal tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report information including revenue, expenses, changes in net assets, balance sheet data, program service accomplishments, compensation for key employees and directors, and other relevant financial details.