1.  Update to Form 1023-EZ instructions

If you downloaded the Instructions for Form 1023-EZ before August 4, 2014 please take note of the following change:

The IRS has updated the instructions for Part I, line 8 to allow officers, directors, and/or trustees to use the organization’s mailing address rather than their personal mailing address.

  2.  Register for EO workshops

Register for our upcoming workshops for small and medium-sized 501(c)(3) organizations on:

  • Sept. 8 – 9 – San Francisco, CA Hosted by the University of San Francisco LLM in Taxation Program
  • Sept. 17 – Blackwood, NJ Hosted by Camden Community College
  • Sept. 18 – South Orange, NJ Hosted by Seton Hall University
  • Oct.29-30 – Eau Claire, WI Hosted by University of Wisconsin – Eau Claire
  • Dec. 9 – Austin, TX Hosted by Austin Community College

  3.  IRS presentations on exempt organization topics posted

IRS Exempt Organizations regularly presents phone forums/webinars on important topics affecting the tax-exempt community. If you missed any of these informative presentations, please review the recorded programs on this page.

Recent presentation topics include:

  • UBI and Exempt Organizations
  • Form 990-N and Form 990-EZ Filing Tips
  • IRC 501(c)(6) Organizations
  • Form 990 Filing Tips