Get the free Form 990-ez

This form is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code, to report their annual financial information.

How to fill out form 990-ez

How to fill out form 990-ez

1. Begin by downloading Form 990-EZ from the IRS website.
2. Fill in the organization's name, address, and employer identification number (EIN) at the top of the form.
3. Enter the accounting period for which the return is being filed.
4. Complete Part I by providing revenue and expenses information, including total revenue, contributions, and grants.
5. Insert the total expenses and calculate the excess or deficit of revenue over expenses.
6. Move to Part II to provide details about your organization's program service accomplishments.
7. Fill out Part III, which includes information about your organization’s officers, directors, and key employees.
8. If applicable, complete Part IV to report additional financial information or activities.
9. Ensure that any required schedules are attached to support the information reported.
10. Review the completed form for accuracy.
11. Sign and date the form before submitting it to the IRS.

Who needs form 990-ez?

1. Organizations that are exempt from income tax under section 501(c) of the Internal Revenue Code and have gross receipts of less than $200,000 or total assets of less than $500,000 qualify to file Form 990-EZ.

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What is form 990-ez?

Form 990-EZ is a shorter version of the IRS Form 990 that is used by small tax-exempt organizations to provide information about their financial activities.

Who is required to file form 990-ez?

Organizations with annual gross receipts between $200,000 and $500,000 or total assets under $1.25 million 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 must provide information about their revenue, expenses, and assets, and complete specific sections such as the detailed financial data, program service accomplishments, and governance.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with financial information about tax-exempt organizations, ensuring transparency and accountability in their operations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information such as the organization's mission, revenue sources, expenses, net assets, and specific activities performed during the year.