Get Irs 990-ez 2023-2025

The IRS 990-EZ form is a short return that certain tax-exempt organizations must file to report their income, expenses, and changes in net assets. This guide will provide clear, step-by-step instructions on how to complete the form online, ensuring a thorough and accurate submission.

Follow the steps to complete the IRS 990-EZ online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the section at the top of the form for the year and organization's name. Confirm the organization’s employer identification number and indicate if there are any changes to the address or name.
3. Select the applicable tax-exempt status of the organization and the accounting method being used.
4. Complete Part I, detailing revenue, expenses, and changes in net assets. List all sources of income in the respective fields, ensuring to include contributions, program service revenue, and other relevant income.
5. Proceed to enter total expenses in Part I, carefully recording all expenditures like salaries, professional services, and operational costs.
6. Move to Part II to provide the balance sheet information, capturing the organization's total assets and liabilities at the beginning and end of the year.
7. Complete Part III by describing the organization's program service accomplishments, specifying the primary exempt purpose and detailing services provided.
8. In Part IV, list all officers, directors, trustees, and key employees, along with the hours they devote to their positions and relevant compensation information.
9. Proceed to Part V, answering questions regarding significant activities and changes, and providing necessary explanations on Schedule O if required.
10. Review all parts of the form for accuracy. Once satisfied, save the changes. You may then download or print the completed form for your records or submission.

Start filling out your IRS 990-EZ form online today to ensure your organization remains compliant!