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Exempt Organizations Taxation

Overview Information regarding taxation issues for tax exempt organizations and includes professional standards and ethics; Washington legislation, regulation, and administration; tools and aids; and useful Web site links.
Published on April 09, 2013

IRS Announces Qualified Disaster Treatment of Payments to Victims of Hurricane Sandy

Guidance ...indicating that qualified disaster relief payments made to individuals by their employer or any person can be excluded from those individuals taxable income due to Hurricane Sandy. Employer-sponsored private foundations may provide disaster relief to employee-victims in areas affected by Hurricane Sandy without
Published on November 05, 2012

Exempt Organizations November 15, 2012 Due Dates Approaching and Available Resources

Article Reminders about approaching due dates for November 15, 2012 for exempt organizations filing Forms 990, 990-EZ, or 990-PF, as well as various significant changes for 2011 and various IRS resources.
Published on November 05, 2012

IRS Allows More Small Exempt Organizations to File E-Postcard

News The IRS has raised the gross receipts threshold for Form 990, Return of Organization Exempt From Income Tax, from $25,000 to $50,000, allowing more tax-exempt organizations to avoid filing a full Form 990 or 990-EZ.
Published on January 28, 2011

Statutory Definition of Specified Notional Principal Contract Extended Through 2012

News The IRS issued temporary and proposed regulations on dividend equivalents for purposes of Sec. 871(m).
Published on January 20, 2012

2005 Guidelines for Mandatory E-Filing of Forms 990

Tools The AICPA offers guidance on the new mandatory E-filing requirement for some tax exempt organizations' 2005 Forms 990.
Published on November 12, 2012

Final Regs Implement Form 990 Changes

News The IRS issued final regulations implementing extensive revisions made in 2008 to Form 990, Return of Organization Exempt from Income Tax.
Published on September 08, 2011

AICPA Suggests Improvements to Form 1023

Comment Letter On December 2, 2002, AICPA makes suggestions to the IRS for improvements to Form 1023, the Application for Recognition of Exemption for nonprofit organizations.
Published on November 12, 2012

IRS Extends Deadlines, Provides Relief for Hurricane Sandy Victims

News The IRS announced various tax relief measures for individuals and businesses affected by Hurricane Sandy in Connecticut, New Jersey, and New York.
Published on November 05, 2012

Private Foundation Tax Return

Checklist This section includes a checklist for the tax return of a private foundation (Form 990-PF
Published on January 28, 2011

Private Foundation Tax Return - 2010

Checklist This section includes a checklist for the tax return of a private foundation (Form 990-PF
Published on November 03, 2011

Return of Private Foundation 990PF Checklist - 2011

Checklist This is the Form 990PF Return of Private Foundation Checklist in the Tax Exemption Organization section of the 2011 Tax Practice Guides and Checklists
Published on July 15, 2012

Return of Private Foundation 990PF Checklist (PDF Fillable) 2012

Checklist This is the PDF Fillable Version of the Form 990PF Return of Private Foundation Checklist in the Tax Exemption Organization section of the 2012 Tax Practice Guides and Checklists
Published on February 28, 2013

Return of Private Foundation 990PF Checklist (PDF Fillable) - 2011

Checklist This is the PDF Fillable Version of the Form 990PF Return of Private Foundation Checklist in the Tax Exemption Organization section of the 2011 Tax Practice Guides and Checklists
Published on July 15, 2012

Return of Private Foundation 990PF Checklist - 2010

Checklist This is the Form 990PF Return of Private Foundation Checklist in the Tax Exemption Organization section of the 2010 Tax Practice Guides and Checklists
Published on August 02, 2012

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