September 25, 2009

IRS Publication on Group Exemptions

There is a new IRS publication on group exemptions. This fact sheet provides answers to questions of interest to parent organizations, subordinates and donors.

September 23, 2009

Charitable Giving Calculators

Calculators for charitable giving and other information about tax planning for charitable giving are found on the Food for the Poor website. Because of today's economic climate, donations are more necessary, and more complex gifts may be more helpful in meeting needs of charitable organization.

September 11, 2009

More IRS News

1. New! On-line Tool to Help EOs Complete 2008 Form 990: Form 990: Getting Started - A Case Study

Thousands of tax-exempt organizations are in the process of gathering information and completing the redesigned 2008 Form 990. This new on-line tool uses a practical example to show organizations how to address key areas of the redesigned Form 990 and Schedules. An organization can compare its own situation to the case study and learn how to properly complete its own form.

Getting Started includes a sample filled-in Form 990 and Schedules A and O, prepared using information about a hypothetical organization's mission, board of directors, financial information and policies. This series of seven, short, on-line videos explain how to complete key sections of the Form 990 and highlights some of the form changes. Find this new on-line resource as well as other resources for 990 filers on

2. New! Mini-Course Provides Overview of Form 990-EZ

Because of changes in filing thresholds, many more organizations are eligible to file Form 990-EZ. To learn whether your organization may file the EZ and to learn more about this shorter, simpler form, watch this mini-course at

September 02, 2009

New from the IRS

1. Exemption Application User Fees to Change in 2010 User fees will increase for all EO applications for exemption (Forms 1023, 1024, and 1028), postmarked after January 3, 2010. Cyber Assistant, a Web-based software program designed to help 501(c)(3) applicants prepare a complete and accurate Form 1023 application, will become available during 2010. Once Cyber Assistant is made available, user fees for Form 1023 will change again.
2. New Process for Supporting Organizations to Change Public Charity Classification The IRS has modified the procedures for reclassifying section 509(a)(3) supporting organizations as public charities. Announcement 2009-62 updates procedures for such requests to be consistent with new regulations eliminating the advance ruling process.
3. Register Now for Fall Workshops for Small and Mid-Sized 501(c)(3) Organizations
These introductory one-day workshops, designed for administrators or volunteers responsible for an organization's tax compliance, will be held in Philadelphia, PA on October 6, 7, and 8, 2009. Get more information and register online.
4. IRS on YouTube? A new IRS YouTube video site and an iTunes podcast site will help taxpayers learn more about tax provisions in the American Recovery and Reinvestment Act.