Last updated on Oct 10, 2015
Get the free Form 990-EZ 2013
We are not affiliated with any brand or entity on this form
Fill out
Complete the form online in a simple drag-and-drop editor.
eSign
Add your legally binding signature or send the form for signing.
Share
Share the form via a link, letting anyone fill it out from any device.
Export
Download, print, email, or move the form to your cloud storage.
Why pdfFiller is the best tool for your documents and forms
End-to-end document management
From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.
Accessible from anywhere
pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.
Secure and compliant
pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.
What is Form 990-EZ
The Form 990-EZ 2013 is a tax document used by tax-exempt organizations to report financial information to the IRS.
pdfFiller scores top ratings on review platforms
Who needs Form 990-EZ?
Explore how professionals across industries use pdfFiller.
Form 990-EZ is needed by:
-
Small nonprofits with gross receipts of $50,000 or less
-
Organizations with total assets of $250,000 or less
-
Tax-exempt entities in New Jersey
-
Nonprofit financial officers
-
Accounting professionals for tax-exempt organizations
Comprehensive Guide to Form 990-EZ
Understanding Form 990-EZ 2013
Form 990-EZ serves as a vital financial reporting tool for tax-exempt organizations in the United States. This form is specifically designed for smaller nonprofits, simplifying the complex requirements of the full Form 990. Organizations use it to disclose essential information about their finances, including revenue and expenses.
By utilizing Form 990-EZ, organizations can ensure compliance with IRS regulations while enhancing transparency and accountability. Understanding the nuances between this streamlined form and more intricate filings like Form 990 is crucial for nonprofits aiming to maintain good standing and foster trust with stakeholders.
Purpose and Benefits of Using Form 990-EZ 2013
Filling out Form 990-EZ offers several advantages for smaller tax-exempt organizations. Primarily, it simplifies financial reporting, making it easier for organizations with gross receipts up to $50,000 and total assets not exceeding $250,000 to fulfill their IRS obligations.
This form not only helps organizations demonstrate fiscal responsibility but also aids in strengthening public trust and attracting potential funding opportunities. By providing clear insights into their financial health, nonprofits can cultivate relationships with donors and stakeholders.
Who Needs to File Form 990-EZ 2013?
Eligibility to file Form 990-EZ is determined by specific income and asset thresholds. Organizations qualifying for this streamlined approach typically include charities and foundations, as long as they meet the IRS requirements.
To file Form 990-EZ, a tax-exempt organization must have gross receipts of $50,000 or less and total assets of $250,000 or less. Meeting these eligibility criteria allows organizations to use this simplified nonprofit tax form efficiently.
When and How to File Form 990-EZ 2013
Timely filing is critical for compliance with IRS regulations. Form 990-EZ must be submitted by the 15th day of the 5th month following the end of the fiscal year. Hence, knowing due dates is essential for nonprofits to avoid penalties.
Organizations have various methods for submitting Form 990-EZ, with electronic filing being the IRS-preferred option. This ensures a faster processing time and immediate confirmation of receipt, enhancing organizational efficiency.
Step-by-Step Guide to Completing Form 990-EZ 2013
Completing Form 990-EZ correctly requires careful attention to detail. The process involves several key sections that must be filled out, detailing organizational revenue, expenses, and net assets.
-
Collect financial statements to determine total revenue and expenses accurately.
-
Ensure all supporting documentation is readily available for each line item on the form.
-
Review instructions thoroughly for field-specific requirements and definitions.
Common pitfalls include misreporting revenue or failing to disclose certain activities. By preparing well and understanding the form’s requirements, organizations can avoid errors that may lead to issues with the IRS.
Reviewing and Ensuring Accuracy of Form 990-EZ 2013
After completing Form 990-EZ, thorough review is essential to ensure accuracy. Organizations should validate all information provided, cross-referencing with original financial documents and records.
-
Use a checklist to confirm all sections are completed and all figures are accurate.
-
Identify common errors, such as miscalculations in revenue or expenses, and address them before submission.
Taking time to review the completed form minimizes the risk of amendments, which can complicate the filing process.
Digital Signatures and Submission for Form 990-EZ 2013
Understanding the signature requirements for Form 990-EZ is important. Organizations must decide between digital signatures and traditional wet signatures when submitting their IRS forms.
To certify the form electronically, nonprofits should follow specific instructions provided by the IRS. Online submissions often require digital eSignatures to validate the authenticity of the document.
Post-Submission Process for Form 990-EZ 2013
Once Form 990-EZ is submitted, organizations should track their submissions and retain confirmation receipts for their records. This step is crucial for maintaining documentation and ensuring receipt by the IRS.
If an amendment is needed after filing, organizations can follow IRS guidelines for correcting or amending the Form 990-EZ, ensuring compliance is maintained throughout the process.
Ensuring Security and Compliance While Handling Form 990-EZ 2013
Security and compliance in handling Form 990-EZ cannot be overstated. Organizations must implement data protection measures to guard sensitive information against unauthorized access.
-
Adhere to compliance standards such as HIPAA and GDPR to safeguard data.
-
Properly retain records to ensure sensitive information is managed securely.
These strategies contribute to a reliable and trusted filing process, bolstering organizational integrity.
Effortless Completion of Form 990-EZ 2013 with pdfFiller
Utilizing pdfFiller simplifies the form completion experience for Form 990-EZ. The platform offers features such as fillable fields and electronic signing, making the filling process seamless for users.
Moreover, pdfFiller ensures the security of sensitive documents through robust encryption methods, reassuring organizations that their data is protected during the filing process.
How to fill out the Form 990-EZ
-
1.Access pdfFiller and log into your account. Use the search bar to locate 'Form 990-EZ 2013'. Click to open the form.
-
2.Familiarize yourself with the various sections of the form. You’ll start with identifying your organization and its mission.
-
3.Gather your financial statements, including revenue, expenses, and net assets. Ensure you have information on your programs and activities handy for completion.
-
4.Begin by inputting your organization's name, address, and Employer Identification Number (EIN) in the designated fields.
-
5.Proceed to fill in the financial information. Use the blank fields to enter total revenue, expenses, and net assets for the fiscal year.
-
6.As you complete each section, use pdfFiller's tools to add dates and select checkboxes where applicable.
-
7.Include details regarding your programs, the accomplishments of the past year, and a list of key individuals in your organization.
-
8.Once you have filled out all fields, review the completed form for accuracy. Utilize pdfFiller’s editing options to make necessary adjustments.
-
9.Finalize your form by checking all entries again for completeness. Save the document by clicking the 'Save' button.
-
10.You can download the completed form or submit it online directly from pdfFiller. Ensure you follow the submission guidelines to the IRS.
What is the eligibility requirement to file Form 990-EZ?
To file Form 990-EZ, your organization must be classified as a tax-exempt nonprofit with gross receipts of $50,000 or less and total assets not exceeding $250,000.
Are there specific deadlines for submitting Form 990-EZ?
Form 990-EZ is due on the 15th day of the 5th month following the close of your organization’s fiscal year. For organizations following a calendar year, this typically falls on May 15.
How do I submit the Form 990-EZ once completed?
You can submit the Form 990-EZ via mail to the IRS or electronically if your organization is eligible. Check the IRS submission guidelines for specific details.
What supporting documents do I need when filing Form 990-EZ?
It’s essential to provide financial statements and performance information about your organization, including income statements, balance sheets, and descriptions of accomplishments.
What are common mistakes to avoid when filling out Form 990-EZ?
Avoid incomplete fields, incorrect financial data, and missing deadlines. Ensure that all required signatures are in place before submission.
How long does the IRS take to process Form 990-EZ?
Processing times can vary, but it typically takes between 4 to 6 weeks. Ensure all information is accurate to avoid delays.
Can I amend a submitted Form 990-EZ?
Yes, you can amend a submitted Form 990-EZ by filing a Form 990-X. Ensure to follow the IRS guidelines for amendments to maintain compliance.
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.