1 |
Screen 1 - Section H
"Tax-exempt Status" |
2 |
Screen 1 - Line 2 "Mark
this box if organization is NOT required to file Schedule B" |
3 |
Screen 5, Part IV Checklist of
Required Schedules |
4 |
Screen 5, Part IV Checklist of
Required Schedules |
5 |
Screen 5, Part IV Checklist of
Required Schedules |
6 |
Screen 5, Part IV Checklist of
Required Schedules |
7 |
Screen 5, Part IV Checklist of
Required Schedules |
8 |
Screen 5, Part IV Checklist of
Required Schedules |
9 |
Screen 5, Part IV Checklist of
Required Schedules |
10 |
Screen 5, Part IV Checklist of
Required Schedules |
11a |
Part X, Line 10 of the balance
sheet must be significant (D3 Screen) |
11b |
Part X, Line 12 of the balance
sheet must be 5% or more of its total assets on Part X, Line 16 |
11c |
Part X, Line 13 of the balance
sheet must be 5% or more than the total assets reported on Part X, Line 16 |
11e |
Part X, Line 25 must be
significant |
11f |
Screen D > click the blue
link for Schedule D Supplemental Info. For Reference, choose Schedule D13 –
Footnote for Uncertain Tax Position under Fin 48 and enter an Explanation. |
12a |
Screen 5, Part IV Checklist of
Required Schedules |
12b |
Screen 5, Part IV Checklist of
Required Schedules |
13 |
Schedule A, Line 2 |
14a |
Screen 5, Part IV Checklist of
Required Schedules |
14b |
Screen 5, Part IV Checklist of
Required Schedules |
15 |
Screen 5, Part IV Checklist of
Required Schedules |
16 |
Screen 5, Part IV Checklist of
Required Schedules |
17 |
Screen 9a - Must have more than
$15,000 of expenses for professional fundraising services on Part IX, column
(A), Lines 6 and 11e |
18 |
Screen 8 - Must have more than
$15,000 total of fundraising event gross income and contributions on Part
VIII, Lines 1c and 8a |
19 |
Screen 8 - Must be more than
$15,000 of gross income from gaming activities on Screen 8, Part VIII, Line
9a |
20a |
Schedule H |
20b |
20a must be checked Yes and
Screen 5, Part IV Checklist of Required Schedules, Line 20b Checked Yes |
21 |
Screen 9a - Must report more
than $5,000 on Part IX, Column A, Line 1 |
22 |
Screen 9a - Must report more
than $5,000 on Part IX, Column A, Line 2 |
23 |
OFF Screen - Answer Yes to Part
VII, Section A, Lines 3, 4, or 5 |
24a |
Screen 5, Part IV Checklist of
Required Schedules |
24b |
Screen 5, Part IV Checklist of
Required Schedules |
24c |
Screen 5, Part IV Checklist of
Required Schedules |
24d |
Screen 5, Part IV Checklist of
Required Schedules |
25a |
Screen 5, Part IV Checklist of
Required Schedules |
25b |
Screen 5, Part IV Checklist of
Required Schedules |
26 |
Screen 5, Part IV Checklist of
Required Schedules |
27 |
Screen 5, Part IV Checklist of
Required Schedules |
28a |
Screen 5, Part IV Checklist of
Required Schedules |
28b |
Screen 5, Part IV Checklist of
Required Schedules |
28c |
Screen 5, Part IV Checklist of
Required Schedules |
29 |
Screen 8 - Must have over
$25,000 on Part VIII, Statement of Revenue, Part VIII |
30 |
Screen 5, Part IV Checklist of
Required Schedules |
31 |
Screen 5, Part IV Checklist of
Required Schedules |
32 |
Screen 5, Part IV Checklist of
Required Schedules |
33 |
Screen 5, Part IV Checklist of
Required Schedules |
34 |
Screen 5, Part IV Checklist of
Required Schedules |
35a |
Screen 5, Part IV Checklist of
Required Schedules |
35b |
Screen 5, Part IV Checklist of
Required Schedules |
36 |
Screen 5, Part IV Checklist of
Required Schedules |
37 |
Screen 5, Part IV Checklist of
Required Schedules |
38 |
Schedule O with Schedule numbers
O12 and O18 |