forms
990-EZ Extension: What is IRS Form 8868?
If you’re a small, tax-exempt organization with gross receipts averaging between $50,000 and $200,000, you are likely eligible to file IRS Form 990-EZ. This form is due on the 15th day of the 5th month after your financial year ends. So a group with a January 1 start date needs to file by May 15th.…
What is a Form 990-N?
IRS Form 990-N, often referred to as the “e-Postcard”, is a document that most small, tax-exempt organizations whose annual gross receipts total less than $50,000 must file.
What is a Form 990-EZ?
Form 990-EZ is a required IRS form for tax-exempt organizations that take in less than $200,000 in gross receipts and less than $500,000 in total assets at the end of the year. It is a simplified version of the full Form 990 that requires less detailed information. But, that’s not to say that filing the…
Nonprofit Treasurer Forms & Templates: A Tip From Cyndi
So, you’re the new treasurer? Congratulations! No matter how you got here, you’ve got an important job on your hands. Cyndi is here with some introductory videos to help kickstart you in your new role. The series, called Strong Treasurers, Strong Communities, can be found on YouTube. In this episode, Cyndi has an important suggestion…
Which Form 990 do PTOs and PTAs Need to File?
The world of tax forms can be confusing for Parent Teacher Organizations (PTOs) and Associations (PTAs). Let’s shed a little light on which form 990 to file. Why File a Form 990? The IRS sets certain rules that tax-exempt organizations, like PTOs and PTAs, must follow to keep their tax-exempt status. One of these requirements…
Reasons to Use Check Request & Reimbursement Forms
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host, Cyndi Meuchel. I’m the co-owner of MoneyMinder, where our goal is to make your life as a volunteer way easier. Today I’m answering the following question: Are check request forms and reimbursement forms…
What Are the Nonprofit 1099 Rules?
Many times, nonprofits have small budgets and the work at hand can be done in a shorter amount of time compared to a typical business. This is especially true of small nonprofits largely run by volunteers, like PTA/PTO, Church Groups, Booster, and Service Clubs. It takes a village to accomplish your nonprofit’s mission. But nonprofits of…
Nonprofit Tax Returns: Which Forms to File, and When
Most tax-exempt organizations are required to file an annual nonprofit tax return with the IRS. Which form you file typically depends upon your financial activity, as indicated below. Following are some general guidelines for determining which tax form to file with the IRS: There are some exceptions and the thresholds are subject to change every…
HOA Tax Return Guide
Have you been charged with filing taxes for your Homeowners Association? In general, HOAs don’t pay taxes because they don’t have a profit. In other words, the income that comes in (membership dues, fees, assessments) is used on the usual maintenance stuff and it’s all a wash. However, HOAs must still file a federal tax…
Sample Reports, Documents & Templates for Sports Teams
Keep yourself- and your team, organized with these sample reports, documents and templates for sports teams. Sports seasons are busy enough without the added challenges of team accounting, collecting dues and managing members. Here are three tools that will help you score high in organization. Once you have your team in tip-top shape you might…
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.