Tax Reporting Assistance

Keep your 501(c)(3) in good standing with the IRS and your state.

1Which Form 990 do we file?

990-N if gross receipts are normally ≤ $50,000; 990-EZ if under $200,000 and assets under $500,000; otherwise the full 990.

2When is it due?

The 15th day of the 5th month after your fiscal year ends (May 15 for calendar-year organizations).

3Donor acknowledgment letters

Any single gift of $250 or more needs a written acknowledgment stating the amount and whether goods or services were provided.

4State charitable registration

Many states require annual registration before soliciting donations; check your state attorney general's office.