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This document is the IRS Form 990EZ, which is a short form return used by organizations exempt from income tax to report their income, expenses, and other financial information.

How to fill out 990-ez

How to fill out 990-ez

1. Gather necessary financial information such as income, expenses, and assets.
2. Obtain the 990-EZ form from the IRS website or your tax advisor.
3. Fill out the organization's name, address, and EIN at the top of the form.
4. Complete Part I: Revenue, where you report your total revenue and contributions.
5. In Part II: Expenses, list your organization's expenses including salaries, benefits, and other operational costs.
6. Fill out Part III: Statement of Program Service Accomplishments, detailing the organization's mission and how it achieved its goals.
7. Complete Part IV: Balance Sheet, providing information about your organization's assets, liabilities, and net assets.
8. If applicable, complete Schedule A for the public support test.
9. Review the completed form for accuracy and completeness.
10. Submit the 990-EZ form by the due date, typically on the 15th day of the fifth month after the end of your organization’s fiscal year.

Who needs 990-ez?

1. Organizations that have gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the year.
2. Nonprofits that need to file a simplified return rather than the more complex Form 990.
3. Small tax-exempt organizations seeking to comply with IRS reporting requirements.

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What is 990-ez?

Form 990-EZ is an annual information return that certain tax-exempt organizations, non-profit organizations, and charities file with the Internal Revenue Service (IRS). It is a shorter version of the Form 990 and is used to report financial information about the organization.

Who is required to file 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets under $500,000 at the end of the year are required to file Form 990-EZ. Certain other organizations, such as some small charities, may also use this form.

How to fill out 990-ez?

To fill out Form 990-EZ, organizations must provide basic information about their organization, financial statements, revenue, expenses, program services, and other required disclosures. The form must be completed accurately and submitted annually to the IRS.

What is the purpose of 990-ez?

The purpose of Form 990-EZ is to provide transparency and accountability for tax-exempt organizations by reporting their financial activities. It allows the IRS and the public to assess the financial health and compliance of these organizations.

What information must be reported on 990-ez?

Form 990-EZ requires reporting on gross receipts, total expenses, changes in net assets, a balance sheet, functional expenses, and details about the organization's mission and programs.