Fill out Form 990-EZ (Short Form Return of Organization Exempt From Income Tax) online
Form 990-EZ is a shorter version of Form 990 used by small to mid-size tax-exempt organizations to report their finances, governance, and activities to the IRS. It provides the same transparency as the full Form 990 but with fewer reporting requirements.
How to fill out Form 990-EZ (Short Form Return of Organization Exempt From Income Tax)
Enter organization information and summary
Fill in the organization name, EIN, address, tax-exempt status type, and website. Complete the revenue and expense summary on page 1, including contributions, program service revenue, and total expenses.
Report revenue and expenses in detail
Complete Part I (Revenue, Expenses, and Changes in Net Assets). Report all sources of revenue including contributions, program service revenue, membership dues, and investment income. List major expense categories including grants, salaries, and other expenses.
Complete the balance sheet
Fill in Part II (Balance Sheets) with beginning-of-year and end-of-year amounts for cash, land and buildings, other assets, total liabilities, and net assets.
Provide program service accomplishments and officer information
Describe the organization's three largest program service accomplishments in Part III. List all officers, directors, trustees, and key employees with their titles, hours worked, and compensation in Part IV.
Attach required schedules and sign
Complete and attach any required schedules (Schedule A, Schedule B, Schedule O, and others as applicable). Have an authorized officer sign and date the return before filing.
About Form 990-EZ (Short Form Return of Organization Exempt From Income Tax)
Who needs this form
Tax-exempt organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year. Organizations that exceed either threshold must file the full Form 990 instead.
Where to submit
File with the IRS by the 15th day of the 5th month after the end of the organization's accounting period. Extensions are available using Form 8868. Electronic filing is encouraged but paper filing is accepted for eligible organizations.
Source and content freshness
- Reviewed: 2026-02-24
- Filing deadlines may shift for weekends and holidays. Verify due dates with official instructions.
Common mistakes to avoid
- Filing Form 990-EZ when the organization exceeds the gross receipts or total assets thresholds and should file the full Form 990
- Failing to report all compensation paid to officers, directors, and key employees
- Not completing the required schedules (such as Schedule A for public charity status)
- Missing the filing deadline, which can lead to automatic revocation of tax-exempt status after three consecutive years
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What is the difference between Form 990, 990-EZ, and 990-N?
The three forms serve the same purpose but differ in the size of the organization. Form 990-N (e-Postcard) is for organizations with gross receipts of $50,000 or less. Form 990-EZ is for organizations with gross receipts under $200,000 and assets under $500,000. Form 990 is required for larger organizations exceeding either threshold. All three must be filed annually to maintain tax-exempt status.
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