Tax Planning and Compliance for Tax-Exempt Organizations / Edition 4

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An indispensable guide through the complex maze of nonprofit tax rules and regulations, this book provides clear, concise instructions for filing Form 990s and other important IRS forms and documents. It also provides practical guidance on obtaining the tax exemption; reporting to boards, auditors, and the IRS; testing ongoing tax compliance; and managing lobbying expenditure. The book provides guidance for the significant issues facing nonprofit organizations: unrelated business income, private inurement, affiliations, and employment taxes.
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Product Details

  • ISBN-13: 9780470135839
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 4/25/2008
  • Edition description: Supplement
  • Edition number: 4
  • Pages: 312
  • Product dimensions: 6.70 (w) x 9.90 (h) x 0.60 (d)

Meet the Author

JODY BLAZEK, CPA, is a partner in Blazek &Vetterling, LLP, an accounting firm that focuses on financial planning, tax compliance, and auditing for tax-exempt organizations and the individuals who create, fund, and work for them. She is also a founding director of Texas Accountants and Lawyers for the Arts and a board member of the Anchorage Foundation, Houston Artists Fund, River Pierce Foundation, and the Planned Giving Council of Houston. Blazek's nonprofit concentration began when she worked at KPMG Peat Marwick and continued when she served as chief financial officer of the Menil Foundation. She is the author of The Legal Answer Book for Private Foundations, the 990 Handbook, and Financial Planning for Nonprofit Organizations. She received her BBA from the University of Texas at Austin and attended South Texas School of Law.
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Table of Contents

Pt.I Qualifications of tax-exempt organizations
Ch. 1 Distinguishing characteristics of tax-exempt organizations 3
Ch. 2 Qualifying under IRC 501(c)(3) 27
Ch. 3 Religious organizations 53
Ch. 4 Charitable organizations 67
Ch. 5 Educational, scientific, and literary purposes and prevention of cruelty to children and animals 95
Ch. 6 Civic leagues and local associations of employees : 501(c)(4) 117
Ch. 7 Labor, agricultural, and horticultural organizations : 501(c)(5) 139
Ch. 8 Business leagues : 501(c)(6) 149
Ch. 9 Social clubs : 501(c)(7) 167
Ch. 10 Instrumentalities of government and title-holding corporations 183
Ch. 11 Public charities 193
Pt. II Standards for private foundations
Ch. 12 Private foundations - general concepts 229
Ch. 13 Excise tax based on investment income : IRC 4940 259
Ch. 14 Self-dealing : IRC 4941 279
Ch. 15 Minimum distribution requirements : IRC 4942 313
Ch. 16 Excess business holdings and jeopardizing investments : IRC 4943 and 4944 351
Ch. 17 Taxable expenditures : IRC 4945 371
Pt. III Obtaining and maintaining tax-exempt status
Ch. 18 IRS filings, procedures, and policies 441
Ch. 19 Maintaining exempt status 473
Ch. 20 Private inurement and intermediate sanctions 501
Ch. 21 Unrelated business income 531
Ch. 22 Relationships with other organizations and businesses 593
Ch. 23 Electioneering and lobbying 611
Ch. 24 Deductibility and disclosures 645
Ch. 25 Employment taxes 671
Ch. 26 Mergers, bankruptcies, and terminations 687
Table of cases 697
Table of IRS revenue rulings and revenue procedures 707
Index 715
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