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This document serves as a short form tax return for organizations exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. It provides information on the organization\'s

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain the IRS Form 990-EZ from the IRS website or request a physical copy.
2. Provide the organization's name, address, and EIN (Employer Identification Number) at the top of the form.
3. Complete the checklist of required schedules (if applicable) to determine if you need to attach additional forms.
4. Fill out Part I: Revenue, where you will report the organization's total revenue and other income sources.
5. Complete Part II: Expenses, documenting all expenses incurred during the fiscal year.
6. Fill out Part III: Net Assets or Fund Balances, summarizing the organization’s assets and liabilities.
7. If necessary, complete Part IV: Checklist of Required Schedules to confirm all needed schedules are included.
8. Review the form for accuracy, ensuring all sections are completed and calculations are correct.
9. Sign and date the return, ensuring the person authorized to file the form is the one signing.
10. Submit the form to the IRS, either by mail or electronically, before the deadline.

Who needs form 990-ez?

1. Organizations with gross receipts less than $200,000 and total assets less than $500,000 typically need to file Form 990-EZ.
2. Non-profit organizations that qualify for tax-exempt status may also use Form 990-EZ instead of the longer Form 990.

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What is form 990-ez?

Form 990-EZ is a shortened version of the IRS Form 990, used by tax-exempt organizations to provide information about their financial activities and operations. It is designed for organizations with gross receipts between $200,000 and $500,000 and total assets under $2.5 million.

Who is required to file form 990-ez?

Organizations with annual gross receipts between $200,000 and $500,000, and total assets below $2.5 million at the end of the year must file Form 990-EZ. This typically includes smaller charities, foundations, and nonprofit organizations.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations should gather financial information, including contributions, grants, expenses, assets, and liabilities. The form requires detailed financial reporting, governance information, and a description of the organization's mission and activities. It can be completed using paper forms or electronically through IRS e-File.

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 health, governance, and charitable activities of tax-exempt organizations, ensuring transparency and compliance with tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires organizations to report their revenue, expenses, changes in net assets, a balance sheet, and details about their mission, programs, and governance. It also includes information about the organization's officers, directors, and key employees.