Reminder: 2020 taxes are due May 17, 2021 for calendar year filers
Completed |
Basic Info |
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Determine IRS tax exempt status and type |
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Employer Identification Number (EIN) as registered with the IRS. If you don’t have an EIN, apply online at IRS.gov |
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All amounts and dates for federal, state, and local estimated tax payments made |
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Statement of organization’s mission and primary exempt purpose |
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List of program service accomplishments |
Completed | Officer Info |
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List of organizations current or former officers, directors, trustees, key employees, and highest compensated employees, and current independent contractors |
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Reports for each person’s name, address and title |
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Reports detailing officers, directors, etc. compensation and benefits, and average hours per week devoted to the organization and related organizations |
Completed | Organization and Financial Records |
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Statement of revenue and functional expenses |
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Balance sheet |
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Reconciliation of net assets |
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Reports detailing fundraising activities, fundraising events, and gaming |
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If a public charity, a list of supported and supporting organizations |
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Reports of contributions including name and address of contributor, and type and amount of contribution |
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Reports on grants and other assistance to organizations, governments and individuals |
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Reports on any tax-exempt bonds issued |
Completed | Organization and Financial Records |
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Reports on any tax-exempt bonds issued |
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Reports on related organizations and unrelated partnerships |
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Information regarding governing body and management, governance policies, and disclosure practices |
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Compiled, reviewed or audited financial statements |
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Information regarding any unrelated business income |
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Copy of all Form(s) 1099 and W-2 issued |
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Reports detailing all federal unemployment, Social Security, and Medicare tax paid (940 and 941) |
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Reports of state and local payroll tax paid |
Completed | Asset Records |
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Prior year depreciation schedules detailing asset cost, date placed in service, prior depreciation, and business use percentage |
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Date of purchase, cost, trade-in allowance, and business use percentage for all assets acquired during the tax year |
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Date of purchase, cost, sales proceeds, trade-in allowance, expenses of the sale, and accumulated depreciation for all assets disposed of during the tax year |
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Mileage log for each owned or leased vehicle (business use and total use) |
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Reports for business use percentage and actual expenses for each owned vehicle (gas and maintenance costs) |