Tax-Exempt Organizations
What type of form must your organization file with the IRS?
Form 990-N (e-Postcard)
Gross receipts are $50,000 or less.
Form 990-EZ
Gross receipts are less than $200,000 AND assets are less than $500,000.
Form 990
Gross receipts are more than or equal to $200,000 OR assets are more than or equal to $500,000.
What type of Financial Statement is required for Pennsylvania?
| Gross Contributions Including | |
| Gross Special Events (Fundraising) | Type of Financial Statement Required |
| Less than $50,000 | Internally Prepared |
| $50,000 to < $100,000 | Compiled by a CPA |
| $100,000 to < $300,000 | Reviewed by an Independent CPA |
| Greater than $300,000 | Audited by an Independent CPA |