WARNING!!!
The IRS Will Revoke Your Chapter’s
Non-Profit Status Unless You
File the 990-N e-Postcard!
Since 2008 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.