Federal Tax Forms
(www.irs.gov - look them up under forms)

  • 990 EZ for funds with under $ 100K in revenue in a year
  • 990 for funds with over $100K in revenue in a year.
  • Schedule A required for all funds
  • Schedule B - if you have donors over a specific amount based on your revenue.

State Forms

Registration/Reporting Forms (www.ca.gov/charities/forms.htm)

The Attorney General is responsible for many of the rules and regulations regarding charities and has many helpful handouts and ways to look up Not-for-profits.

  • CT-1 - This form is required to be used to register with the State of California
  • RRF-1 - This form is required to be filed with taxes each year.
  • CT-NRP1 - This form is required to be filed if your affiliate is going to do a raffle.

Tax Forms (www.ftb.ca.gov - look them up under forms)

Form 199 - This is the State Tax form for 990's, it requires you to attach a 990 to it.


 
   
 
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