IRS · Official form

Form 990-EZ, Short Form Return of Organization Exempt From Income Tax

Form 990-EZ is the shorter annual information return available to smaller tax-exempt organizations that fall under the full Form 990 thresholds. Fill in the official IRS PDF below and download it.

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What is 990-EZ?

Form 990-EZ, Short Form Return of Organization Exempt From Income Tax, lets qualifying tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations satisfy their section 6033 reporting with a simpler return than the full Form 990. Eligibility depends on gross receipts and total assets staying under the current thresholds.

The form still covers the essentials: revenue, expenses, changes in net assets, a balance sheet, program service accomplishments, and a list of officers, directors, trustees, and key employees. Depending on the answers, schedules such as Schedule A, Schedule B, and Schedule O may need to be attached.

Who files 990-EZ?

Tax-exempt organizations with gross receipts and total assets below the full Form 990 thresholds
Nonexempt charitable trusts and section 527 political organizations eligible for the short form
Smaller charities that exceed the 990-N e-Postcard limits but not the full 990 thresholds
Organizations that prefer the short form in a year they qualify for it

How to fill out 990-EZ

Complete the header with the organization’s name, EIN, accounting period, and exempt status.
Report revenue, expenses, and changes in net assets in Part I, and the balance sheet in Part II.
Describe the organization’s program service accomplishments in Part III and list officers, directors, trustees, and key employees in Part IV.
Work through the questions in Parts V and VI to identify any required schedules, and attach them, using Schedule O for explanations.
Download the finished PDF for your records. Form 990-EZ must generally be filed with the IRS electronically through an approved provider.

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Page 1 60 fields

Page 2 104 fields

Check if the organization used Schedule O to respond to any question in this Part I I.

22. Cash, savings, and investments. (A) Beginning of year.

22. (B) End of year.

23. Land and buildings. (A) Beginning of year.

23. (B) End of year.

24. Other assets (describe in Schedule O). (A) Beginning of year.

24. (B) End of year.

25. Total assets. (A) Beginning of year.

25. (B) End of year.

26. Total liabilities (describe in Schedule O). (A) Beginning of year.

26. (B) End of year.

27. Net assets or fund balances (line 27 of column (B) must agree with line 21). (A) Beginning of year.

27. (B) End of year.

Check if the organization used Schedule O to respond to any question in this Part I I I.

What is the organization’s primary exempt purpose?

28. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In

28. Line 2 of 3.

28. Line 3 of 3.

28. (Grants (amount))

28. If this amount includes foreign grants, check here.

28a. Expenses. (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)

29. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In

29. Line 2 of 3.

29. Line 3 of 3.

29. (Grants (amount))

29. If this amount includes foreign grants, check here.

29a. Expenses. (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)

30. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In

30. Line 2 of 3.

30. Line 3 of 3.

30. (Grants (amount))

30. If this amount includes foreign grants, check here.

30a. Expenses. (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)

31. Other program services (describe in Schedule O). (Grants (amount))

31. If this amount includes foreign grants, check here.

31a. Expenses. (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)

32. Total program service expenses (add lines 28a through 31a).

Check if the organization used Schedule O to respond to any question in this Part I V.

Row: 1. Column: (a) Name and title. Line 1 of 2.

Row: 1. Column: (a) Name and title. Line 2 of 2.

Row: 1. Column: (b) Average hours per week devoted to position.

Row: 1. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 1. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 1. Column: (e) Estimated amount of other compensation.

Row: 2. Column: (a) Name and title. Line 1 of 2.

Row: 2. Column: (a) Name and title. Line 2 of 2.

Row: 2. Column: (b) Average hours per week devoted to position.

Row: 2. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 2. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 2. Column: (e) Estimated amount of other compensation.

Row: 3. Column: (a) Name and title. Line 1 of 2.

Row: 3. Column: (a) Name and title. Line 2 of 2.

Row: 3. Column: (b) Average hours per week devoted to position.

Row: 3. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 3. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 3. Column: (e) Estimated amount of other compensation.

Row: 4. Column: (a) Name and title. Line 1 of 2.

Row: 4. Column: (a) Name and title. Line 2 of 2.

Row: 4. Column: (b) Average hours per week devoted to position.

Row: 4. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 4. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 4. Column: (e) Estimated amount of other compensation.

Row: 5. Column: (a) Name and title. Line 1 of 2.

Row: 5. Column: (a) Name and title. Line 2 of 2.

Row: 5. Column: (b) Average hours per week devoted to position.

Row: 5. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 5. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 5. Column: (e) Estimated amount of other compensation.

Row: 6. Column: (a) Name and title. Line 1 of 2.

Row: 6. Column: (a) Name and title. Line 2 of 2.

Row: 6. Column: (b) Average hours per week devoted to position.

Row: 6. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 6. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 6. Column: (e) Estimated amount of other compensation.

Row: 7. Column: (a) Name and title. Line 1 of 2.

Row: 7. Column: (a) Name and title. Line 2 of 2.

Row: 7. Column: (b) Average hours per week devoted to position.

Row: 7. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 7. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 7. Column: (e) Estimated amount of other compensation.

Row: 8. Column: (a) Name and title. Line 1 of 2.

Row: 8. Column: (a) Name and title. Line 2 of 2.

Row: 8. Column: (b) Average hours per week devoted to position.

Row: 8. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 8. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 8. Column: (e) Estimated amount of other compensation.

Row: 9. Column: (a) Name and title. Line 1 of 2.

Row: 9. Column: (a) Name and title. Line 2 of 2.

Row: 9. Column: (b) Average hours per week devoted to position.

Row: 9. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 9. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 9. Column: (e) Estimated amount of other compensation.

Row: 10. Column: (a) Name and title. Line 1 of 2.

Row: 10. Column: (a) Name and title. Line 2 of 2.

Row: 10. Column: (b) Average hours per week devoted to position.

Row: 10. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 10. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 10. Column: (e) Estimated amount of other compensation.

Row: 11. Column: (a) Name and title. Line 1 of 2.

Row: 11. Column: (a) Name and title. Line 2 of 2.

Row: 11. Column: (b) Average hours per week devoted to position.

Row: 11. Column: (c) Reportable compensation (Forms W-2/1099-M I S C/1099-N E C) (if not paid, enter 0).

Row: 11. Column: (d) Health benefits, contributions to employee benefit plans, and deferred compensation.

Row: 11. Column: (e) Estimated amount of other compensation.

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Frequently asked questions

Can my organization file Form 990-EZ instead of Form 990?

Only if its gross receipts and total assets are below the current thresholds set by the IRS. If the organization is above either threshold, it must file the full Form 990. Check the current instructions at irs.gov for the exact amounts.

Is Form 990-EZ also public?

Yes. Like the full Form 990, it is publicly disclosed, apart from certain contributor details on Schedule B, and organizations must provide copies on request.

What if we miss the filing deadline?

Late filing can bring penalties, and missing the required filing for three consecutive years results in automatic revocation of exempt status. Form 8868 can extend the due date if filed in time.

Form 990-EZ, Short Form Return of Organization Exempt From Income Tax

What is 990-EZ?

Who files 990-EZ?

How to fill out 990-EZ

Quick fill 990-EZ on this page

Frequently asked questions

Related forms

Form 990, Return of Organization Exempt From Income Tax

Form 990-T, Exempt Organization Business Income Tax Return

Schedule O (Form 990), Supplemental Information to Form 990 or 990-EZ