From 879d686f0d9d4d549b1bb8fbcda4e84ee40ddc6f Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 29 Dec 2024 08:44:49 -0600 Subject: [PATCH 1/3] Flesh out 990 page --- corporate/address-changes.rst | 4 ++-- corporate/calendar.rst | 4 ++-- corporate/finance/990ez.rst | 20 ++++++++++++++++---- corporate/finance/index.rst | 1 + 4 files changed, 21 insertions(+), 8 deletions(-) diff --git a/corporate/address-changes.rst b/corporate/address-changes.rst index 155e907..7efee77 100644 --- a/corporate/address-changes.rst +++ b/corporate/address-changes.rst @@ -29,10 +29,10 @@ Update the business location and mailing addresses under the :guilabel:`Names an Internal Revenue Service ------------------------ -`File Form 8822-B `_ or wait until the following Form 990 filing. +`File Form 8822-B `_ or wait until the following :doc:`Form 990 ` 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 `. Dun & Bradstreet ---------------- diff --git a/corporate/calendar.rst b/corporate/calendar.rst index ce412f7..58a3ea2 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -57,7 +57,7 @@ July .. vale write-good.TooWordy = NO * :doc:`Complete monthly financial reconciliation and reporting ` -* 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 ` * :doc:`Hold quarterly board meeting ` and :ref:`elect corporate directors and officers ` * Collect annual conflict of interest statements from all directors and officers @@ -84,7 +84,7 @@ November -------- * :doc:`Complete monthly financial reconciliation and reporting ` -* 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 ` * `Mail a paper copy of Form 990-EZ to the Georgia Department of Revenue `_ December diff --git a/corporate/finance/990ez.rst b/corporate/finance/990ez.rst index 6f1d496..c1d4eda 100644 --- a/corporate/finance/990ez.rst +++ b/corporate/finance/990ez.rst @@ -1,6 +1,18 @@ -990 ---- +:og:description: -Foundation Group +Form 990 +-------- -Georgia department of revenue - via LetterStream +.. vale Google.LyHyphens = NO +.. vale Google.Ordinal = NO +.. vale Google.Passive = NO +.. vale Google.Units = NO +.. vale Google.We = NO +.. vale write-good.E-Prime = NO +.. vale write-good.Passive = NO + +The Internal Revenue Service requires exempt organizations to file `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, and 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 `_. Certified mail is suggested to receive a delivery receipt. `LetterStream `_ can be used to print and mail it. diff --git a/corporate/finance/index.rst b/corporate/finance/index.rst index 785851e..61702da 100644 --- a/corporate/finance/index.rst +++ b/corporate/finance/index.rst @@ -9,3 +9,4 @@ Finance bookkeeping-standards sales-tax 1099k + 990ez From 6a4f7c70bad07f0bde96b32e1bd3c723cd745c30 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Sun, 29 Dec 2024 10:28:53 -0600 Subject: [PATCH 2/3] Update corporate/finance/990ez.rst Co-authored-by: Josh Oldenburg --- corporate/finance/990ez.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/corporate/finance/990ez.rst b/corporate/finance/990ez.rst index c1d4eda..99fa00d 100644 --- a/corporate/finance/990ez.rst +++ b/corporate/finance/990ez.rst @@ -13,6 +13,6 @@ Form 990 The Internal Revenue Service requires exempt organizations to file `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, and 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. +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 `_. Certified mail is suggested to receive a delivery receipt. `LetterStream `_ can be used to print and mail it. From b051ae3d07fc03b19a07105f113afe46d579ba80 Mon Sep 17 00:00:00 2001 From: Kristaps Berzinch Date: Mon, 30 Dec 2024 13:40:44 -0600 Subject: [PATCH 3/3] Newlines between sentences --- corporate/finance/990ez.rst | 10 +++++++--- 1 file changed, 7 insertions(+), 3 deletions(-) diff --git a/corporate/finance/990ez.rst b/corporate/finance/990ez.rst index 99fa00d..a22bc71 100644 --- a/corporate/finance/990ez.rst +++ b/corporate/finance/990ez.rst @@ -11,8 +11,12 @@ Form 990 .. vale write-good.E-Prime = NO .. vale write-good.Passive = NO -The Internal Revenue Service requires exempt organizations to file `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. +The Internal Revenue Service requires exempt organizations to file `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. +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 `_. Certified mail is suggested to receive a delivery receipt. `LetterStream `_ can be used to print and mail it. +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 `_. +Certified mail is suggested to receive a delivery receipt. +`LetterStream `_ can be used to print and mail it.