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Phone Forums Exempt Organizations

Free phone forums featuring IRS employees discussing exempt organizations topics.

Phone Forums

Topic Day and Time Links for Materials

Form 990 Filing Tips (webcast)
Topics include:

  • Preparing the Form 990-series return
  • Managing legal risks more effectively
  • Avoiding penalties
  • Explaining Unrelated Business Income
  • Highlighting online resources
  • Promoting EO resources
May 8
2 p.m. ET
1 p.m. CT
Noon MT
Register for this presentation

Veterans Organizations: Help from the IRS on Key Rules

Topics: Exemption requirements, exempt activities, UBI (including Gaming), employment issues, group rulings.
See publication: Publication 3386: Veterans’ Organizations Tax Guide

PowerPoint presentation


Form 990-N and 990-EZ filing tips (Part 1 on the Form 990-Series)
This presentation explains the preliminary steps each exempt organization should take before preparing its Form 990-series information return.
PowerPoint presentation

Good Governance Makes Sense for Exempt Organizations
Presentation topics include: Why public trust is a charity’s greatest asset and the importance of having a knowledgeable and engaged governing board.

Questions & Answers

ABCs of charitable contributions for  501(c)(3) organizations
This phone forum will help charity leaders, tax practitioners and others understand the rules involving charitable donations.

Questions & Answers

Stay exempt: A guide for charitable
organizations with changing leadership

Helps organizations stay tax exempt - organized and operated exclusively for exempt purposes.
9/18/13 Materials

Exempt Organizations and Employment Issues

Even organizations that don’t use paid workers on a regular basis should be aware of employment tax issues.
9/10/13 View presentation

501(c)(7) Social Clubs: What they need to know to qualify for and maintain tax-exempt status
Learn how organizations like fraternities, country clubs and sports clubs differ from other nonprofit organizations.
8/21/13 View presentation

Veterans Organizations – Complying with IRS Rules
Tips to help veterans organizations stay tax exempt.
7/30/13 Materials

Charities and their volunteers
Tax rules that come into play in the sometimes complex relationships between charities and their volunteers.
7/17/13 and 7/24/13 View presentation



Page Last Reviewed or Updated: 16-Apr-2014