Information you’ll need
- Revenue and expense totals for the tax year
- Balance sheet information (assets and liabilities)
- Descriptions of major program accomplishments
- Officer and board member details
Tip
Start gathering records early. Most delays happen when financial data isn’t organized.
Filing steps
- Gather financial records and prior-year filings
- Complete Form 990-EZ and any required schedules
- Review carefully for accuracy and consistency
- Submit electronically and save confirmation records
Why accuracy matters
Form 990-EZ is a public document. Donors, grant makers, and the IRS often review it. Accurate filings build trust, support transparency, and help protect your nonprofit’s tax-exempt status.
Remember
Failing to file required annual returns for three consecutive years can result in automatic revocation of
tax-exempt status.