CharityIndex

Form 990-EZ

Form 990-EZ is a shorter annual return that smaller tax-exempt organizations may file instead of the full Form 990.

It's available to organizations under IRS gross-receipts and asset thresholds. Because it omits the detailed functional-expense split, 990-EZ filers can't be scored on program efficiency and are instead assessed on overall financial health.

Related terms

  • Form 990 — Form 990 is the annual information return that most U.S. tax-exempt organizations file with the IRS, disclosing their finances, governance and programs.
  • Form 990-PF — Form 990-PF is the annual return that every private foundation files, regardless of size, detailing assets, grants and investment income.

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