Louis E. Michelson, A Professional Corporation

Providing Legal and Tax Advisory Services to Nonprofit Organizations

Entries Tagged as 'tax-exempt status'

Reinstated Exemption and Publication 78

April 19th, 2012 · Comments Off on Reinstated Exemption and Publication 78 · Loss of Tax-Exempt Staus

The IRS recently clarified the delay between the time an organization has its exemption reinstated and when Publication 78 is updated.    For more information, see the following IRS website link.

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Revised Publication 577, Tax-Exempt Status for Your Organization

December 19th, 2011 · Comments Off on Revised Publication 577, Tax-Exempt Status for Your Organization · Federal Income Taxes, Loss of Tax-Exempt Staus, Publication 577

The IRS published a revised Publication 577, Tax-Exempt Status for Your Organization.  The “What’s New” section contains the following items: -Automatic revocation for not filing annual return or notice -Redesigned Form 990 and Instructions -Elimination of the advance public charity status -Report  significant new or changed program services or changes to organizational documents -Publication 78 […]

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Termination of Private Foundation Status

December 6th, 2011 · Comments Off on Termination of Private Foundation Status · Federal Income Taxes, Private foundations

If you are a private foundation that is considering stopping your activities, there are right ways and wrong ways to do this most important step.   Depending on how it is done, the foundation there may need to notify the IRS of intent to terminate and pay a termination tax.   This way is viewed by some […]

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New IRS Form 8940 for Miscellaneous Determination Requests

August 21st, 2011 · Comments Off on New IRS Form 8940 for Miscellaneous Determination Requests · Form 990, Loss of Tax-Exempt Staus, Private foundations

The IRS has released a new form that tax-exempt organizations will use to request determinations (other than initial exemption applications) about their tax-exempt status. In addition to foundation status issues, organizations will use Form 8940, Request for Miscellaneous Determination, to obtain advance approval of certain activities and exemption from Form 990 filing requirements. The simple […]

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IRS Identifies Organizations that are No Longer Exempt

July 3rd, 2011 · Comments Off on IRS Identifies Organizations that are No Longer Exempt · Loss of Tax-Exempt Staus

On June 8, 2011 the Internal Revenue Service announced that it has released a listing of approximately 275,000 organizations that under the law have automatically lost their tax-exempt status because they have not filed annual reports as legally required for the past three years.  If an organization appears on the list of auto-revoked organizations it is […]

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Nonfiler Automatic Revocation List

February 25th, 2011 · Comments Off on Nonfiler Automatic Revocation List · Loss of Tax-Exempt Staus

The IRS will soon begin to publish and maintain a list, updated monthly, of organizations that have had their federal tax-exempt status automatically revoked for failing to file an annual information return or notice with the IRS for three consecutive years.  The Nonfiler Revocation List will be available in Adobe and Excel formats, and will […]

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Franchise Tax Board Notification of New Filing Requirement

December 17th, 2010 · Comments Off on Franchise Tax Board Notification of New Filing Requirement · California Exempt Status, California filings

Before SB 401, most tax-exempt organizations with gross receipts normally equal to or less than $25,000 did not have a filing requirement.  Effective for tax years beginning on or after January 1, 2010, small tax-exempt organizations with gross receipts normally equal to or less than $25,000 (except churches) are now required to electronically file FTB […]

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IRS Revocation of Exemptions: Current Efforts; Post-October 15; Revocation; Contributions and Tax Deductions; Reinstatement; On-Going Education; Compliance Review.

December 15th, 2010 · Comments Off on IRS Revocation of Exemptions: Current Efforts; Post-October 15; Revocation; Contributions and Tax Deductions; Reinstatement; On-Going Education; Compliance Review. · Federal Income Taxes, Loss of Tax-Exempt Staus

In the IRS EO Update dated December 15, 2010, the IRS released its FY 2011 Implementing Guidelines.   The following excerpt from the Guidelines is captioned:  Spotlight:  Filing Relief Program: Background: The Pension Protection Act of 2006 made two important changes affecting tax-exempt organizations, effective the beginning of 2007. First, it requires all tax-exempt organizations, other […]

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Update Regarding Revocations of Exempt Status: Federal and California

July 26th, 2010 · Comments Off on Update Regarding Revocations of Exempt Status: Federal and California · California Exempt Status, Federal Income Taxes, Loss of Tax-Exempt Staus

There is good news (Federal) and not-so-good news (California).  First the good news.  The Internal Revenue Service today announced a one-time offer to small nonprofit  organizations at risk of losing their tax-exempt status because they failed to file required returns for 2007, 2008, and 2009.  The organizations can preserve their exempt status by filing returns […]

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Missed the May 17th Filing Deadline? File Return Anyway

May 18th, 2010 · Comments Off on Missed the May 17th Filing Deadline? File Return Anyway · Charity, Federal Income Taxes, Loss of Tax-Exempt Staus

The May 17, 2010 deadline has passed for filing the required information returns.    See the post below “Don’t Throw Away Your Tax Exempt Status” IRS Commissioner Doug Shulman issued a statement to reassure small organizations that the IRS will do what it can to help them avoid lose their tax-exempt status.  See the following link

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