Get the free Form 990-ez

This form is used by organizations to report their annual financial information and maintain their tax-exempt status under section 501(c) of the Internal Revenue Code.

How to fill out form 990-ez

How to fill out form 990-ez

1. Download the Form 990-EZ from the IRS website or obtain a paper copy.
2. Fill out the heading section with your organization’s name, address, and EIN (Employer Identification Number).
3. Complete Part I, which requires information about your organization's gross receipts and expenses.
4. Fill out Part II if your organization conducts certain activities requiring further breakdown of expenses.
5. Complete Part III, where you provide a summary of your organization’s program service accomplishments.
6. Fill out Part IV if your organization has any related organizations or controlled entities.
7. Complete the appropriate tax and payment information in Part V.
8. Sign and date the form, including the title of the person signing on behalf of the organization.
9. Submit the completed form to the IRS by the required deadline, either electronically or via mail.

Who needs form 990-ez?

1. Small tax-exempt organizations with gross receipts between $200,000 and $500,000.
2. Organizations that are not required to file Form 990 or Form 990-PF but meet the revenue threshold.
3. Organizations that wish to provide a simplified version of their financial information to the IRS.

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What is form 990-ez?

Form 990-EZ is a streamlined annual reporting return designed for smaller tax-exempt organizations to provide information about their financial activities, governance, and compliance with tax laws.

Who is required to file form 990-ez?

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

How to fill out form 990-ez?

To fill out Form 990-EZ, gather financial information, complete the required sections including revenue, expenses, and net assets, sign the form, and file it with the IRS, ensuring compliance with IRS instructions.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with a transparent view of the financial status and operations of smaller tax-exempt organizations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of revenue, expenses, functional expenditures, balance sheet information, governance details, and changes in net assets for the year.