Form 990-EZ is the Short Form Return of Organization Exempt From Income Tax - a streamlined annual information return for small and mid-sized tax-exempt organizations under section 501(a). It captures the same core information as the full Form 990 (revenue, expenses, balance sheet, programs, governance, compensation) in a shorter format. Like the full 990, it's open to public inspection.
A tax-exempt organization can file Form 990-EZ if its gross receipts for the year are less than $200,000 AND its total assets at the end of the year are less than $500,000. Organizations above either threshold must file the full Form 990. Organizations with gross receipts of $50,000 or less may file the postcard Form 990-N (e-Postcard) instead. Private foundations always file Form 990-PF regardless of size.
Have the organization's revenue and expense totals, balance sheet at year-end and beginning of year, statement of program service accomplishments, list of officers, directors, trustees, and key employees with their compensation, and details on any required schedules (Schedule A for public charities, Schedule B for contributors, Schedule O for narrative responses, and others as applicable).
Form 990-EZ is due on the 15th day of the fifth month after the organization's accounting period ends - May 15 for calendar-year organizations. All Form 990 series returns, including 990-EZ, must be filed electronically through an IRS-authorized e-file provider. A six-month extension is available by filing Form 8868. Failure to file for three consecutive years results in automatic revocation of tax-exempt status.
Choose your legal form
Browse the library or search to find the exact template you need
Answer simple questions
The guided editor turns your answers into a finished legal form
Sign your document
E-sign, then download, print, or share your legal document instantly
1.Choose your legal form
Browse the library or search to find the exact template you need
2.Answer simple questions
The guided editor turns your answers into a finished legal form
3.Sign your document
E-sign, then download, print, or share your legal document instantly