Welcome to my series of video tutorials on how to prepare form 990-ez information return for small tax-exempt organizations. I'm David McCrae, and you can find me on the web at my form 990-ez comm. This is a quick overview of form 990-ez. This is a four-page form, and it's divided into six parts plus a header and a signature section. The top is the header, take care and filling out the header. It's a very important part of the document. Next down here and part one on page one is the revenue section. From lines one through line nine, this is where you're going to report all the organization's revenues. However, note that there are several lines in here where you're going to also put in some expenses. You're going to have a cost basis for certain assets that are sold, or you can have direct expenses from fundraising events, and you're going to have cost of goods sold. So, the total revenue here on line nine on your form 990-ez is not necessarily going to match your total revenue on QuickBooks because of these reductions here. Then down below the revenue on page one is a small section for expenses. In the 990-ez, this is a fairly abbreviated expense presentation compared to the full form 990. This is where your expenses are going to go and keep in mind also that because you've included some expenses up here in the revenue section your total expenses on the form 990-ez are not necessarily going to equal total expenses on your QuickBooks or whatever accounting program you use or your spreadsheet or whatever. Then down here at the bottom this is usually where people goof up. This is the net assets section. Net assets or basically what's left over after you subtract your...
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How to prepare IRS 990-EZ 2024 Form
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