Get the free Form 990-ez

This form is used by organizations exempt from income tax to report their financial information as required by the IRS.

How to fill out form 990-ez

How to fill out form 990-ez

1. Start by downloading the Form 990-EZ from the IRS website.
2. Enter the organization's name, address, and EIN (Employer Identification Number) at the top of the form.
3. Complete Part I by providing a summary of the organization's revenue and expenses.
4. In Part II, list the organization's program service accomplishments and related expenses.
5. Fill out Part III if applicable, providing information on the organization's balance sheets.
6. Complete Part IV, answering questions about the organization’s activities and governance.
7. Fill out Part V if the organization has any unrelated business income.
8. Ensure all parts are signed and dated by an authorized individual.
9. Prepare to attach the required schedules and forms as needed.
10. Submit the completed Form 990-EZ by the due date, either electronically or by mail.

Who needs form 990-ez?

1. Organizations with gross receipts under $200,000 and total assets under $500,000 that are recognized as tax-exempt under 501(c) of the Internal Revenue Code.
2. Smaller nonprofits, charitable organizations, and foundations that do not meet the requirement for filing the full Form 990.

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What is form 990-ez?

Form 990-EZ is an annual information return that some tax-exempt organizations must file with the IRS. It provides the IRS with information about the organization's financial activities and compliance with tax regulations.

Who is required to file form 990-ez?

Organizations with gross receipts of less than $200,000 and total assets less than $500,000 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 should gather financial information, such as their revenue, expenses, and balance sheet data. They must complete the form sections, including the summary, revenue, functional expenses, and balance sheet sections, ensuring accurate reporting.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS with detailed information about the financial operations of smaller tax-exempt organizations, ensuring transparency and compliance with federal tax laws.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting of information including gross receipts, total revenue, total expenses, net assets, functional expenses, and details about the organization’s mission, programs, and governance.