When filing your IRS Form 990-EZ, there are several documents you may need to attach, depending on your organization's specific circumstances. Here are some common attachments required:
1. Balance Sheet: Attach your organization's most recent balance sheet. It provides a snapshot of your financial position, including assets, liabilities, and net assets.
2. Income Statement: Include your organization's income statement, also known as Statement of Activities or Profit and Loss Statement. It outlines your revenue, expenses, and the net surplus or deficit.
3. Schedule A: If your organization is a public charity, you might need to complete Schedule A. This schedule provides information about your organization's public support, such as contributions and grants received from the public.
4. Schedule B: For organizations that receive substantial contributions, Schedule B discloses donor information, including names, addresses, and contribution amounts for individuals, corporations, and other organizations.
5. Schedule O: If you want to provide additional explanations, describe any required attachments, or include other relevant information, you can use Schedule O.
6. State Filings: Attach any state-specific filings that are required for your organization. Some states may have additional reporting obligations apart from the federal form.
7. Previous Form 990: If your organization has filed a Form 990-EZ in previous years, it's advisable to include the prior year's return for reference purposes and to maintain a consistent filing history.
Remember, the actual attachments needed for your Form 990-EZ may vary based on your organization's size, activities, and specific requirements. It's crucial to carefully review the instructions provided with the form and consult with a tax professional or legal advisor for accurate guidance tailored to your organization's circumstances.