Chapter Skill-Building Webinar: Working with the IRS
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1 Chapter Skill-Building Webinar: Working with the IRS
2 Welcome from National NOW Action Center Bonnie Grabenhofer, NOW Executive VP Abi Green NOW Field Director Anita Lederer, NOW Field Organizer
3 Purpose To identify the IRS requirements for chapters and the processes and resources for meeting them.
4 Agenda IRS Requirements EIN Numbers 990-N e-postcards How to Get Revoked Tax-Exempt Status Back
5 IRS Requirements Every chapter of NOW is required to: Have its own EIN number File a 990-N e-postcard or 990-EZ every year
6 What is an EIN Number? An Employer Identification Number; it identifies a business entity Issued by the IRS; it is a free service Necessary for: Setting up a bank account Filing taxes for your chapter.
7 How Does Your Chapter Get an EIN? Go to the Chapters Only Site. In Chapter Resources box click: IRS Status Information for Chapters and click on how to apply for a Tax Id or EIN number, Apply via phone, snail mail or online at ndex.jsp.
8 For IRS Information
9 IRS Information
10
11 Other Considerations your EIN to the Action Center. If you change your EIN, please let us know.
12 Raise Your Hand Does your chapter need to set up an EIN number? Is anyone unsure if their chapter has an EIN?
13 Discussion Questions How long did it take your chapter to set up an EIN number? Does your chapter have an active treasurer?
14 Most NOW Chapters are Tax-Exempt NOW s group exemption letter On the chapters only website. Grants chapters the same tax-exempt status as National NOW 501(c)4 tax status Donations are NOT tax deductible to giver Chapter pays no income tax Most chapters are included in group exemption; list updated annually
15 Yearly IRS Tax Filing Requirements If your chapter s yearly income is less than $50,000 Then file 990-N e-postcard If year chapter s yearly income is $50,000-$200,000 Then file Form 990-EZ Deadline: May 15 (for most)
16 990-N e-postcards Go to IRS Status Information for Chapterson the Chapters Only Site. Click on rship/81307irsmemo.htmlfor instructions on how to fill out the 990-N e-postcard. Then go to file your postcard.
17
18 What s on the 990-N? Chapter EIN Chapter name and address Chapter officer name and address Annual tax year Estimate of chapter income (e.g., under $50,000)
19 Raise Your Hand Have you ever filed the 990-N e-postcard for your chapter?
20 Discussion Questions Does your chapter have any difficulties with this form? How long does it take? What does your chapter do to make sure that this form is filed every year? Who in the chapter fills out this form?
21 Raise Your Hand Has your chapter lost its tax-exempt status?
22 If Your Chapter Loses Tax-Exempt Status If your chapter fails to file a 990-N for 3 consecutive years, then your chapter s taxexempt status will automatically be revoked. The IRS sends a letter informing you that your status has been revoked. To regain tax-exempt status: File Form 1024 Pay $400 fee to the IRS (Form 8718 to pay fee) May need to file back tax forms (Form 1120 )
23 How to Fill Out Form 1024 You can find Form 1024 at You only need to fill out pages 1-5 and 8. The rest will be marked with no or n/a.
24 What You Need for Form 1024 Your chapter name and address Your chapter s EIN Your chapter s bylaws Description of your chapter s activities & operational information Your officers information Financial records for the current year and past 3 years National NOW s group exemption letter (on chapters only site) Any published material published by your chapter (not state or National NOW)
25
26 Where Do I Get Financial Information? Online bank records Chapter budgets Outreach to previous leadership
27 What National NOW Can Provide Records of rebate checks sent and cashed. (Contact Sparkle at , ext. 133) Please allow at least a week for processing these reports.
28 Paying the Fee Negotiate a reduced fee with IRS Negotiate a payment plan Fundraise
29 Talking to the IRS Don t be intimidated Be organized Expect help Expect a Yes or try to negotiate if you get NO
30 Tips for Negotiating with IRS Phone the local IRS office. Get the name and phone number of someone who deals with reinstatements. Follow up with that office. Do NOT settle for referral to the website. Explain that you are willing to jump through hoops, but ask nicely if there s a way to waive or at least reduce the fee. Record the person's name, date and summarize your conversation for possible follow-up letter to the IRS.
31 Keep in Mind Any federal agency has the ability to waive fees. The IRS makes deals with people all the time to settle for a percentage of what they owe. You will probably be astonished at how helpful they can be. It's their job to get you in compliance.
32 Discussion Questions Has your chapter started the process for its tax-exempt status to be reinstated? Has your chapter encountered any difficulties with this form?
33 Resources from National NOW Review the IRS Status Information for Chapters on the Chapters Only Site. Information includes applying for an EIN number to filing a 990-N e-postcard every year and more. For help, please contact Anita Lederer at fieldorg@now.orgor at ext. 134.
34 Next Chapter Organizing Skill Building Session Marriage Equality Wednesday, April 24 at 8 p.m. EST
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