Exempt Organizations Annual Reporting Requirements – Annual Electronic Notice (Form 990-N) for Small Organizations: Information Reported
|What information do I need to provide on the e-Postcard?|
The e-Postcard is easy to complete. All you need is the following information:
Organization’s legal name –
Any other names your organization uses – If the organization is known by or uses other names to refer to the organization as a whole (and not to its programs and activities), commonly referred to as Doing-Business-As (DBA) names, they should be listed.
Organization’s mailing address – The mailing address is the current mailing address used by the organization.
Organization’s website address (if you have one).
Every tax-exempt organization must have an EIN, sometimes referred to as a Taxpayer Identification Number (TIN), even if it does not have employees. The EIN is a unique number that identifies the organization to the Internal Revenue Service. Your organization would have acquired an EIN by filing a Form SS-4 prior to requesting tax-exemption. The EIN is a 9-digit number and the format of the number is NN-NNNNNNN (for example: 00-1234567).
If you do not know your EIN, you may be able to find it on the organization’s bank statement, application for Federal tax-exempt status, or prior year return.
Please note that the EIN is not your tax-exempt number. That term generally refers to a number assigned by a state agency that identifies organizations as exempt from state sales and use taxes.
If you do not have an EIN, see the Instructions
for Form SS-4 for different ways to apply for an EIN. DO NOT use the EIN of a parent or other organization.
Name and address of a principal officer of your organization –
Usually president, vice president, secretary, or treasurer – often specified in the organization’s by-laws.
Organization’s annual tax year –
Like any taxpayer, exempt organizations must keep books and reports and file returns based on an annual accounting period called a tax year. A tax year
is usually 12 consecutive months that can be either calendar year or fiscal year and is often specified in the organization’s by-laws.
Answers to the following questions:
Page Last Reviewed or Updated: September 21, 2011
Schutte & Hilgendorf, CPAs, a Prescott accounting firm, specializes in auditing, accounting and tax preparation and planning for non-profit Organizations throughout Yavapai County and Northern Ariziona. Should you need assistance with filing a non-profit information return (990) or notecard, please call us at 928-778-0079. We can e-file 990-e postcards (990-N) for you from our office for a nominal fee. Call us today!