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Merge pull request #101 from RoboJackets/kristaps/990ez
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Flesh out 990 page
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kberzinch authored Dec 30, 2024
2 parents 3524377 + b051ae3 commit 2a3ec2f
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4 changes: 2 additions & 2 deletions corporate/address-changes.rst
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Expand Up @@ -29,10 +29,10 @@ Update the business location and mailing addresses under the :guilabel:`Names an
Internal Revenue Service
------------------------

`File Form 8822-B <https://www.irs.gov/charities-non-profits/other-non-profits/change-of-address-exempt-organizations>`_ or wait until the following Form 990 filing.
`File Form 8822-B <https://www.irs.gov/charities-non-profits/other-non-profits/change-of-address-exempt-organizations>`_ or wait until the following :doc:`Form 990 </corporate/finance/990ez>` filing.

.. note::
Even if Form 8822-B is filed, the address update must be noted on the following Form 990.
Even if Form 8822-B is filed, the address update must be noted on the following :doc:`Form 990 </corporate/finance/990ez>`.

Dun & Bradstreet
----------------
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4 changes: 2 additions & 2 deletions corporate/calendar.rst
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* :doc:`Complete monthly financial reconciliation and reporting </corporate/finance/monthly-reconciliation>`
* Begin compiling documentation for Internal Revenue Service Form 990-EZ
* :doc:`Engage Foundation Group and begin compiling documentation for Internal Revenue Service Form 990-EZ </corporate/finance/990ez>`
* :doc:`Hold quarterly board meeting </corporate/board-meetings>` and :ref:`elect corporate directors and officers <Elections>`
* Collect annual conflict of interest statements from all directors and officers

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--------

* :doc:`Complete monthly financial reconciliation and reporting </corporate/finance/monthly-reconciliation>`
* E-file Form 990-EZ to the Internal Revenue Service by November 15th
* :doc:`E-file Form 990-EZ to the Internal Revenue Service by November 15th </corporate/finance/990ez>`
* `Mail a paper copy of Form 990-EZ to the Georgia Department of Revenue <https://dor.georgia.gov/tax-exempt-organizations-income-tax-faq>`_

December
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24 changes: 20 additions & 4 deletions corporate/finance/990ez.rst
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990
---
:og:description:

Foundation Group
Form 990
--------

Georgia department of revenue - via LetterStream
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The Internal Revenue Service requires exempt organizations to file `Form 990 <https://www.irs.gov/forms-pubs/about-form-990>`_ annually, 5 months after the accounting period ends.
RoboJackets operates on a July-June fiscal year, so we must file by November 15th each year. RoboJackets typically files Form 990-EZ.

Form 990 is complex, so we've engaged Foundation Group to prepare and file it for most years since incorporating.
Contact Foundation Group on July 1st each year to begin the process.

Once the form has been e-filed with the IRS, mail a copy to the Georgia Department of Revenue as instructed in the `Tax Exempt Organizations FAQ <https://dor.georgia.gov/tax-exempt-organizations-income-tax-faq>`_.
Certified mail is suggested to receive a delivery receipt.
`LetterStream <https://www.letterstream.com/>`_ can be used to print and mail it.
1 change: 1 addition & 0 deletions corporate/finance/index.rst
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Expand Up @@ -9,3 +9,4 @@ Finance
bookkeeping-standards
sales-tax
1099k
990ez

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