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Clarification to EO Update issued May 6, 2019

May 7, 2019

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“Issue 1” in yesterday’s EO Update stated that organizations should report their correct organization type. The IRS wishes to clarify that the intent of this tip was to remind filers to accurately and fully complete information about their public charity status on Schedule A. As indicated in the instructions to Schedule A, the public charity status an organization indicates on Schedule A can be the same as stated in the organization’s tax-exempt determination letter from the IRS (“exemption letter”) or subsequent IRS determination letter, or it can be different. SeeInstructions for Schedule A for more information.

Three Tips to Help You File a More Complete Form 990-Series Return

May 6, 2019

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A tax-exempt organization using the calendar-year as its tax year must file a Form 990-series return by May 15th, unless it has filed Form 8868,Application for Automatic Extension of Time To File an Exempt Organization Return.

The IRS suggests organizations consider these three tips to help ensure a complete return and reduce the chances we’ll send your return back or need to request additional information:

Issue 1: Report your organization’s correct organization type.Many organizations report the incorrect organization type in Part I ofSchedule A, Public Charity Status and Public Support, which all 501(c)(3) organizations must file with Form 990 or 990-EZ.

Solution: Look at the letter we sent your organization recognizing you as exempt (your “determination” letter) to verify your correctorganizational type.

Issue 2: Employment taxes. Many organizations forget to file required employment tax returns, such as Forms W-2, 940, 941 or 945.

Solution: Learn about employment

Moving Toward Higher Performing, Energized Boards, Committees and Board-Executive Relations

April 22, 2019

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Thursday, May 9 from 1-5 p.m. in # 402 J.C. Penney Conference Center (on the UMSL north campus)

Do you want to strengthen your board and committees’ effectiveness and contribution to organizational success, while forging a more satisfying, effective board-executive relationship?

Do you wish you could organize your board, executive, and staff responsibilities and relationships to best suit your organization’s size and resources?

Does each of these parties’ roles, work and relations need to change to align with a transition or a changing stage in your organization’s development?

Do you wish board and committee work, for both their members and the staff supporting them, could be more productive and fulfilling?

This workshop is designed for staff executives, board leaders and members, or people aspiring to such roles who want to find answers to these questions.  To enable them to successfully address these questions , participants will take away a practical

Form 990-series information returns are due May 15

April 12, 2019

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Many tax-exempt organizations must file information returns by May 15

Online training for small and mid-size 501(c)(3) organizations

IRS Nationwide Tax Forums offer:

  • Continuing education via educational seminars
  • Case Resolution Program
  • Opportunities to talk with IRS subject

Group Ruling Holders will no longer receive lists of parent and subsidiary accounts from IRS

March 21, 2019

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As of January 1, 2019, the IRS stopped mailing lists of parent and subsidiary accounts to central organizations (group ruling holders) for verification and return. Central organizations with accounting periods ending June 30, 2019, must submit updates by April 1, 2019. See Group Exemption Rulings and Group Returns for details.

Upcoming professional development class offered by the NPML Program at UMSL: “Managing Meaningful Group Volunteer Experiences”

March 8, 2019

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Friday, March 29, 2019 from 9 a.m. to 1 p.m. in #410 SSB/Social Science and Business building (on the UMSL north campus. Note different building than where most of our classes take place)

Do you frequently have groups contacting your organization for volunteer projects? Maybe you have a big project or special event that requires a group of volunteers? Or you would like to engage a group of skills-based volunteers at your organization? This interactive class will guide you through the important steps of planning and organizing a volunteer group to ensure that everyone has a meaningful volunteer experience. It will highlight best practices in developing a group volunteer project, working with a group volunteer leader as well as coordinating a project’s day of logistics.

Instructor Alexandra Brownfield applies her volunteer management expertise, industry experience, and steadfast energy to advise organizations on building effective volunteer programs. A graduate of Saint

Job opportunities at the IRS, Tax Exempt & Government Entities

March 6, 2019

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The IRS Tax Exempt & Government Entities Division (TE/GE) has a wide range of job opportunities available. Apply today to become part of our team and help us oversee a vital part of the nation’s tax system.

1. Are you a recent graduate with qualifying accounting credits? Apply today to become a Revenue Agent through our Pathways Recent Graduates program. In this job, you’ll help taxpayers understand and comply with their tax obligations and apply tax laws with integrity and fairness.

IRS Pathways Recent Graduate Program (Internal Revenue Agent)

Multiple Locations

Starting at $33,394 (GS 05-09)

This job is open 02/25/2019 to 03/15/2019

2. Apply today to become a Tax Compliance Officer. As a TCO, you’ll plan, coordinate and conduct independent Correspondence Examinations and related investigations of individual and/or business taxpayers. You’ll also provide tax law and tax-related accounting assistance to taxpayers.

Tax Specialist (Tax Compliance Officer-TCO) **12

Upcoming professional development class offered by the NPML Program at UMSL: “How Do We Know We Are Doing Good Work?”

February 11, 2019

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Thursday, March 7, 2019 from 1-5 p.m. in #402 J.C. Penney Conference Center (on the UMSL north campus)

You go to work each day hoping that what you do is making a difference. But how do you know the hard work you and the staff of your nonprofit organization are doing is having a positive impact and achieving your mission? This class is oriented toward program staff and leadership as they seek to implement and manage successful programs. It will provide an overview of approaches to assess program impact including logic models, and questions to think about when considering whether programs are effective. Class activities will include small group and hands-on exercises.

Instructor Jama Dodson has spent much of her career in non-profit program and executive management roles with a particular interest in services for children and youth.  She came to St. Louis from Rochester, NY in 2000 to establish

TE/GE Fiscal Year 2018 Accomplishments Letter

February 1, 2019

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TE/GE is pleased to announce the release of the Tax Exempt and Government Entities Fiscal Year 2018 Accomplishments Letter that:

  • Contains information on TE/GE’s contributions to the tax administration system
  • Lists each TE/GE function’s accomplishments under the six portfolio programs of our compliance program

You may also want to review the TE/GE Fiscal Year 2019 Program Letter, which explains TE/GE’s compliance program consisting of:

  • Compliance strategies
  • Data-driven approaches
  • Referrals, claims and other casework
  • Compliance contacts
  • Determinations
  • Voluntary compliance and other technical programs
  • Upcoming professional development class offered by the NPML Program at UMSL: “Grants Research: An Introduction to Data Resources and Grant Prospect Research”

    December 11, 2018

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    Grants Research: An Introduction to Data Resources and Grant Prospect Research

    Thursday, Jan. 24, 2019 from 1- 4 p.m. in # 202 J.C. Penney Conference Center (on the UMSL north campus)

    Successful grant research includes a review of various kinds of data like giving statistics, reports, and databases. But learning to identify, evaluate, and select data resources used in grants research can be a challenge. This course will provide participants with (a) an introduction to the process of information evaluation, (b) data resources commonly available in grant development, and (c) how to use the “Foundation Database Online Professional” database to identify and evaluate funding prospects.

    Brad Smith is the Nonprofit Information Resource Manager for the St. Charles City-County Library District. In that capacity, he oversees the delivery of the Library District’s specialty services to the nonprofit community. As a representative of the Library District, he regularly provides consultation services