OUR THOUGHTS ON:

Survey Released to Small Tax-Exempt Organizations by IRS

Not-for-Profit

By Beth Mellon

The IRS recently announced that a questionnaire has been issued by the Exempt Organization Division to a sample of randomly selected tax-exempt organizations. The recipient organizations are all Internal Revenue Code 501(c)(3) organizations that reported gross receipts of less than $200,000 and assets of less than $500,000 on their Forms 990 or 990EZ in tax year 2009. All tax-exempt organizations that filed Form 990-N (e-postcard) in tax year 2009 were included in the sample.

The questionnaire requests tax-exempt organizations to evaluate one of three different methods that the IRS may use to communicate tax developments and education. The selected tax-exempt organizations will receive a sample outreach webpage to review followed by an online survey to evaluate the effectiveness of the tool.

The IRS is evaluating processes that small, tax-exempt organizations use to obtain information about tax compliance, and is requesting feedback from small tax-exempts regarding information that might assist the organization’s compliance efforts, as well as how the IRS might effectively disseminate important information.

If your organization received a request from the IRS to participate in the small tax-exempt organization outreach survey, the following email address may be used to submit any questions that you might have: tege.eo.ceo@irs.gov. Please contact a member of the Schneider Downs nonprofit services team with any questions or comments regarding this article. 

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This advice is not intended or written to be used for, and it cannot be used for, the purpose of avoiding any federal tax penalties that may be imposed, or for promoting, marketing or recommending to another person, any tax related matter.

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

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