Tax Exempt What To Bring

General Information:

• Prior year's Form 990.

• Organizational documents (articles of incorporation, bylaws).

• Employer Identification Number (EIN).

• Information on the board of directors, officers, and key employees, including compensation.

• Proof of any applications for tax-exempt status (e.g., Form 1023).

Financial Records:

• Detailed income and expense records.

• List of all donors and amounts of contributions.

• Records of fundraising events and expenses.

• Statements of program service accomplishments.

• Reports on any lobbying activities.