IRS Form 990-N (e-postcard)

    WARNING!!!

    The IRS Will Revoke Your Chapter’s


    Non-Profit Status Unless You


    File the 990-N e-Postcard! 

    There is a new tool on the IRS website, "Exempt Organizations Select Check," that will let chapters/states find out whether or not your tax exempt status has been automatically revoked, or if your chapter/state has filed the 990N e-Postcard.  To search by EIN click here.

    Since 2007 the IRS has required all states and chapters to file an annual report. There are two categories for reporting/filing:

    1.  States and chapters with gross receipts of less than $50,000 will file an annual  electronic notice, Form 990-N also known as the e-Postcard;

    2.   States and chapters with gross receipts of $50,000 or more are required to file the   more extensive Form 990 or 990-EZ. 

     

    The 990-N (e-Postcard) must be filed electronically.  There is no paper form.  If the chapter treasurer or chapter president does not have Internet access, she will need to use the Internet connection at a school, library or the home of another chapter member. 

     

    Filing Deadline:  The e-Postcard is due every year by the 15th day of the fifth month after the close of your state or chapter’s fiscal year.  For example, if your fiscal year is June 1 through May 31, your e-Postcard must be filed after May 31 and before October 15.  If your fiscal year is July 1 through June 30, your e-Postcard must be filed after June 30 and before November 15.

     

    Penalty:  The IRS will revoke the tax-exempt status of a state or chapter who fails to meet the annual filing requirement for three consecutive years and possibly Alpha Delta Kappa’s tax-exempt status.

     

    Required Information:  Completing the e-Postcard will require you to provide the following information:

    1.         Your state or chapter’s EIN/TIN number.  It should be in your permanent files but if not, it is available from Headquarters.

    2.         Tax year.  The 12-month fiscal year used by your state or chapter (June 1- May 31 or any 12-month period you choose.)  If you don’t know your fiscal year, contact your state treasurer.

    3.         Organization’s Legal Name and Mailing Address

    4.         Any other names your chapter uses

    5.         Name and address of principle officer (chapter president)

    6.         Organization’s website address       

    7.         Confirmation that your chapter’s annual gross receipts are normally $50,000 or less.

    8.         If applicable, a statement that your chapter is going out of business.


    How to File the 990-N (E-Postcard)

     

    Go to www.epostcard.form990.org

     

    1.  The top of the screen should read “e-Postcard: file your electronic IRS Form 990-N”

    a.         Read the three steps.  If you don’t have your login ID from last year, click on the underlined part of Step 1.  (If you do have it, click on the underlined part of Step 2.)

    2.  The top of the screen should read “Request Login ID”

                a.         Read and click “Next>>”

    3.  The top of the screen should read “Request Login ID”

                a.         Login ID Type              Fill in box with “Exempt Organization”

                b.         Organization EIN          Type in your EIN

                c.         Click on the print icon on your toolbar to print this screen

                d.         Click Next>>

    4.  The top of the screen should read “Request Login ID”

    a.         Create a password if you don’t have one from previous years.  Using your state abbreviation and chapter name is recommended.  Example:  ALBETAGAMMA is recommended for Alabama Beta Gamma

    b.         Retype your password.

    c.         Complete the rest of the screen with your name, your email address and your phone number.

    d.         Click on the print icon on the toolbar and then click “Next”

    5.  If done correctly, the top of the next screen will say “Request Login ID – Success”.

                a.         Click on the print icon on the toolbar

                b.         Close out of the program and wait for an email from epostcard@urban.org

    6.  The email should arrive within 15 minutes.  Read and follow the directions in the email, click on the email link and proceed.

    7.  The top of the screen should read “Activate Login ID”

                a.         Type in the password you created in Step 4 a.

    b.         Click on the print icon on the toolbar and then click “Next”

    8.  The top of the screen should read “Activate Login ID (Success)”

    a.         Click on the print icon on the toolbar and then click “Create your Form 990-N (e-Postcard) Now”

    9.  The top of the screen should read “Electronic Notice – Form 990-N (e-Postcard) Organization Information.”

    a.         Line A  Type in your chapter’s fiscal year (12 month tax period).  The box may be filled and you will not be able to change it.  If the fiscal year is not correct, see item 12 in these instructions.

    b.         Line B  Click on the arrow in the top box and select “No.” and in the bottom box click on the arrow and select “Yes”

    c.         Line C  “Line 1”  The box will say “ALPHA DELTA KAPPA SORORITY.  Leave the second box in Line 2 blank.

    d.         Line D  Type in your EIN number, using the hyphen after the first two digits

    e.         Click on the print icon on the toolbar and then click “Next Page”

    10.       This screen is asking for the organization address and principal officer information.

    a.         Click on “Save Changes” box

    b.         In the first box, type your state and chapter.  Example:  Iowa Alpha Lambda Chapter

                c.         Skip the second box.

                d.         “In Care of Name” box, type in your name

                e.         “United States” should appear in the next box.

                f.          Line 1 of mailing address, type in “1615 W 92nd Street”

                g.         Skip the next box.

                h.         In “City or town” box, type “Kansas City”

                i.          In “State” box, type in “Missouri”

                j.          In “Zip Code” box, type in “64114”

                k.         In Line E, type in www.alphadeltakappa.org

                l.          Line F, click on box arrow and select “Person”

                m.        In “Person Name” box, type in your current chapter president’s name

    n.         In the following address boxes, repeat the information exactly as it appears in the section above, providing Headquarters full address.

    o.         Click on the print icon on the toolbar and then click “Save Changes” and finally, click on “Submit Filing to IRS”.

    11.       This screen will say “ Form 990-N (e-Postcard) Submitted”

    a.         Click on the print icon on the toolbar and then click on “Go To Filing Status Page”.

    b.         Click on the print icon on the toolbar and then exit the program.

    c.         Within 30 minutes you should receive an email from the IRS, indicating whether your e-Postcard was accepted or rejected.  Print this confirmation.  If accepted, you are finished for the year.  Notify your state treasurer that your 990-N has been accepted by the IRS and file all copies of the screen prints and emails in your permanent file.  If rejected, the email will contain instructions on how to correct the problem.

    12.       If your tax period (See Item 9.) was incorrect, there is one more step to the process.  You must write the IRS a letter stating your name and chapter office, your chapter name and EIN number and say that in filing the 990-N the incorrect fiscal year was listed for your chapter and request that the fiscal year be changed to June 1 to May 31 or whatever 12-month period your chapter uses.   Send the letter to:

    IRS

    ATTN: EO Entity

    MS 62373

    Ogden, UT  84201

    Or FAX it to (801)620-3249

     

     

     

    Questions:   If you have questions, call Headquarters at 1-800-247-2311.

                        If you have technical problems, call the IRS service provider toll free at

    1-866-255-0654.

     

     

    © 2010 Alpha Delta Kappa. 1615 West 92nd. Street, Kansas City, MO 64114