Get the free Form 990-EZ Exempt Organization Tax Return

Get Form

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

Learn more about security

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 Exempt Organization Tax Return is a tax document used by tax-exempt organizations in the United States to report their financial activities for the year 2013.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.1

satisfied

47 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Nonprofit organizations
Charitable entities
Religious institutions
Educational organizations
Tax-exempt foundations
Social clubs
Civic leagues

Comprehensive Guide to Form 990-EZ

What is the Form 990-EZ Exempt Organization Tax Return?

The Form 990-EZ is a streamlined IRS tax return required for certain tax-exempt organizations to report their financial activities. This form plays a critical role in ensuring compliance with IRS regulations, offering a clear snapshot of an organization's financial health. Organizations that are required to complete this form typically include nonprofits and other tax-exempt entities with revenue that meets specific criteria.

To ensure authenticity, each form must be signed by an authorized officer of the organization. This signature serves as a declaration of the accuracy and completeness of the submitted information, highlighting the importance of accountability among exempt organizations.

Purpose and Benefits of the Form 990-EZ Exempt Organization Tax Return

The Form 990-EZ was created to help tax-exempt organizations maintain their tax-exempt status while promoting transparency. By filing this form, organizations can demonstrate their commitment to proper financial reporting, which can enhance trust with donors, members, and the general public.

Accurate financial reporting is essential for compliance with federal regulations. Failure to submit the Form 990-EZ can lead to repercussions such as loss of tax-exempt status and penalties. Furthermore, timely filing ensures that organizations are positioned favorably for future funding opportunities, reinforcing the importance of this document.

Who Needs to File the Form 990-EZ Exempt Organization Tax Return?

Various types of tax-exempt organizations are required to file the Form 990-EZ. These typically include nonprofits with annual revenue below a specified threshold. Common categories of organizations that can use this form include:

Public charities
Social welfare organizations
Employee benefit associations
Civic leagues

It's crucial for these organizations to assess their revenue and ensure they meet the eligibility criteria to file this specific form, as those exceeding set revenue thresholds may need to complete the full Form 990 instead.

How to Fill Out the Form 990-EZ Exempt Organization Tax Return Online

Completing the Form 990-EZ online can be straightforward with the right preparation. Before starting, organizations should gather essential information and documents, including financial statements and detailed income records. Here's a step-by-step guide on how to fill out the form electronically:

Access the electronic filing platform of your choice.
Input the organization’s identification information accurately.
Enter financial data, including revenue, expenses, and net assets.
Review all entries carefully to minimize common mistakes.
Complete the required signature section.

Utilizing tools like pdfFiller can enhance the online filing experience by offering features that facilitate easy form filling and editing.

Common Errors and How to Avoid Them When Filing the Form 990-EZ

Understanding common mistakes when submitting the Form 990-EZ is vital for ensuring successful filing. Typical errors include inaccurate financial data, missing signatures, or overlooked sections. To help mitigate these issues, organizations should:

Double-check all calculations to confirm accuracy.
Ensure signatures are secured from authorized officers.
Review the entire form against the filing requirements.

Validating the information before submission is a crucial step that can save organizations from rejection and potential penalties.

Submission Methods for the Form 990-EZ Exempt Organization Tax Return

Once the Form 990-EZ is completed, organizations have several options for submitting it. Electronic submission is recommended for its efficiency and speed. Upon submission, organizations should expect the following:

A confirmation of receipt from the IRS.
A typical processing time that organizations can monitor.
Details on where to send the form if submitting via mail.

Staying informed about the submission methods can help ensure that forms are accurately filed, adhering to IRS timelines.

What Happens After Filing the Form 990-EZ Exempt Organization Tax Return?

After submitting the Form 990-EZ, organizations should be aware of their processing status. Depending on the submission method, processing times can vary, but organizations typically receive updates on their filing status. Here are some outcomes and next steps to consider:

Check for confirmation of acceptance or any potential issues.
Be prepared to address any inquiries from the IRS.
Keep documentation in an accessible place for future reference.

Monitoring the application status ensures that organizations remain informed of any necessary actions post-filing.

Utilizing pdfFiller for Efficient Form Management

pdfFiller offers a suite of tools designed to simplify the handling of the Form 990-EZ. Users can take advantage of features that include:

Editing and securely storing completed forms.
eSigning documents to streamline the submission process.
Sharing documents with stakeholders safely.

Data protection is crucial when managing sensitive documents, and pdfFiller ensures a secure environment tailored for such needs.

Sample of a Completed Form 990-EZ Exempt Organization Tax Return

To aid organizations in understanding how to fill out the Form 990-EZ accurately, a sample of a completed form is made available. This resource includes:

A downloadable PDF of a filled-out Form 990-EZ.
Highlighted sections that clarify each part of the form.

Visual aids can significantly enhance comprehension, making the filing process less daunting for users.

Final Thoughts on Completing the Form 990-EZ Exempt Organization Tax Return

As organizations navigate the complexities of filing the Form 990-EZ, leveraging tools like pdfFiller can lead to a more efficient process. By maintaining compliance and ensuring organized records, users can focus on their mission while meeting IRS requirements.

Last updated on Dec 22, 2015

How to fill out the Form 990-EZ

1.

Start by accessing pdfFiller and searching for 'Form 990-EZ'. Click to open the form.
2.

Once the form is open, use pdfFiller's tools to navigate through the document. Each field should be clearly labeled for easy identification.
3.

Before beginning, gather all financial documentation such as revenue reports, expense records, and details on net assets for the year being reported.
4.

Begin filling in the necessary fields with the gathered information. Pay attention to the instructions provided at the top of each section for accurate data entry.
5.

After completing the form, review all entered information for accuracy. Ensure that every section has been filled out completely and correctly.
6.

Once you are satisfied with the accuracy of the information, utilize pdfFiller’s review features to make any final adjustments or edits.
7.

To save your work, click on the save option in pdfFiller. You can choose to download the completed form as a PDF or save it directly to your account for future reference.
8.

If you need to submit the form electronically, follow the submission instructions on pdfFiller to ensure it is sent to the appropriate IRS electronic filing portal.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

What types of organizations are eligible to file Form 990-EZ?

Form 990-EZ can be filed by smaller tax-exempt organizations with gross receipts under $200,000 and total assets under $500,000. It's ideal for nonprofits, charitable organizations, and other similar entities.

When is the deadline to file Form 990-EZ?

The deadline to file Form 990-EZ typically falls on the 15th day of the 5th month after the end of your organization's tax year. It's crucial to maintain adherence to this deadline to avoid penalties.

What are the methods to submit Form 990-EZ?

Form 990-EZ can be submitted electronically through the IRS e-file system or mailed directly to the IRS. Ensure you follow the guidelines specific to the submission methods to avoid any issues.

What documents do I need to support my Form 990-EZ?

You will need financial documents, including detailed records of revenue, expenses, and assets. Additionally, any amendments or agreements relevant to the reporting year should be included.

What common mistakes should I avoid when filing Form 990-EZ?

Common mistakes include failing to sign the form, not reporting all income sources, and neglecting to gather complete financial records. Double-checking fields for accuracy can prevent these errors.

How long does it take to process Form 990-EZ?

Processing times can vary widely but generally expect 6 to 8 weeks for electronic submissions and longer for paper filings. Check IRS updates for current processing times.

Is there a fee to submit Form 990-EZ?

There is typically no fee to file Form 990-EZ, as it is a reporting form for tax-exempt organizations. However, ensure you confirm details about e-filing fees through the IRS website.