NORTHEASTERNERS, INC. IRS 990 filing instructions presentation Please complete filing by October 15, 2010 for 7/1/2009 – 6/30/2010 tax year. Going forward this must be completed by July 31 annually. IRS – 990 FILING - 1.pptx

IRS – 990 FILING REQUIREMENTS FOR ALL CHAPTERS (SUBS) ALL CHAPTERS (SUBS) MUST FILE IRS 990 FORMS ANNUALLY ON-LINE. THE IRS GRANTED AN EXTENSION FOR ALL CHARITIBLE ORGANIZATIONS & NON-PROFITS THRU OCTOBER 15, 2010 FOR 2010 FILING. PLEASE NOTE YOUR LOGIN ID & PASSWORD FOR FUTURE USE (I SUGGEST A GENERIC ID & PASSWORD SO THE NEXT TREASURER MAY USE IT). ALSO YOU WILL NOTICE THE WEBSITE IS NOT THE IRS IT IS URBAN INSTITUE A CERTIFIED IRS CONTRACTOR.

Web link to IRS e-postcard filing for Non-profit organization fulfillment http://epostcard.form990.org/default.asp

On the web you will see the following screen (next slide) Please follow steps below: Step 1 - Create a new user login ID & Password for your Chapter (Sub). Once you have created your login you will be directed to your email account for verification. Step 2 – After verification create and submit your Chapter 990 (e-postcard). Step 3 - Print and retain your confirmation for filing verification with the IRS. Step 4 – E-mail or US mail confirmation to National Treasurer for retention.

The first screen will look like this: e-Postcard: file your electronic IRS Form 990-N File your electronic Form 990-N (e-Postcard).Click here for more information on who must file Form 990-N (e-Postcard) NOTICE: The IRS released a statement on July 26, 2010 offering a one-time special filing relief to small charities through October 15, 2010 to preserve Tax-Exempt Status. Click here for the full statement. Notice: This system automatically generates the 990-N (e-Postcard) for the organization’s most recently ended tax period and will not allow the filing of a prior year e-Postcard. Although filing a prior year e-Postcard is not required by the IRS, a prior year e-Postcard may be filed for a fee through other IRS approved online providers. Click here for a list of IRS approved providers. If you are a subordinate organization, be sure to use your own employer identification number (EIN). Do not use the EIN of your parent organization or another subordinate organization. Note: You cannot file your e-Postcard until after your tax year ends. Click here for more details. STEP 1: Register as a New User To file Form 990-N (e-Postcard), you must register and obtain a login ID. Click the link above to request a login ID. If you already have a login ID, either recently created or from a previous year, go to Step 2. STEP 2: Create your Form 990-N (e-Postcard) Once you have a login ID, you can access the system and create your e-Postcard. Click the link above to begin the process. STEP 3: Submit your Form 990-N (e-Postcard) Once you complete your e-Postcard, click the "Submit Filing to IRS" button. Quick Menu    Register as a New User   Update Email/User Information   Create New e-Postcard   Edit/View Existing e-Postcard   Technical Support   Frequently Asked Questions   Privacy PolicyRequirements and tips for using this website.</TDQuestions or problems regarding this web site should be directed to Tech Support Concerned about your privacy? Please view our privacy policy. This website is best viewed with Microsoft Internet Explorer 5.5+ or Mozilla Firefox with a screen resolution of 1024 X 768. Last modified: August 23, 2010.

Web Login Page (post ID creation)

990 Form – Please note sample contains EIN for the Washington, DC Chapter

Chapter Treasurer should input their information here:

Second half of screen for Chapter Treasurer information Save Changes then Submit Filing to IRS

Click OK to Submit 990 form to IRS

Logout and check your email for IRS confirmation

Checking the filing status will display the following:

You may print this as additional verification of 990 Form submission

Additional Information Be sure to print and retain e-mail confirmation from IRS. Send a copy either electronically or via US mail to the National Treasurer for retention with National’s “Parent” Filing. The Chapter “Sub” filing is now a requirement from the IRS and must be completed between July 1 - 31 annually.

Q & A: Who is the NE National Treasurer (2010 – 2012)? Wendie F. Barbee (301-518-6530) please call before 7p or e-mail ta2dwomn@yahoo.com. Why are we starting this? The IRS filing has been a requirement for National the “Parent” for some time and is now a requirement for all Chapters “Subs” per the IRS. What is my Chapter EIN? That has been sent in a separate e-mail to each Chapter Treasurer.

Q & A (continued) Why doesn’t the website say IRS? Urban Institute is an outside company that handles 990 e-postcard filings for the IRS. Who can answer detailed IRS questions? Answers to most questions about the e-Postcard filing requirement can be found at www.irs.gov/eo. If you cannot find the answer to your question there, call IRS Customer Account Services at 877-829-5500.

Q & A (continued) Is there a fee for completing the form? No. When the officer changes how do I change the information? To update your email address or other information you provided when you registered, take the following steps: On the e-Postcard home page, select Update User Record from the right-hand menu Enter your login ID and password and click Log In. From the Manage Users page, click Change Password to change your password or Edit to update other information.

Q & A (continued) Why does the organization name not include the chapter? When you enter your organization's EIN, the system will automatically insert the organization's legal name based on IRS records. What do I do if my e-postcard is rejected? When your e-Postcard was rejected, you should have received an email from our system describing the error's, and telling you who to contact to resolve the issue. In most cases, the email directs you to contact IRS Customer Account Services at 877-829-5500. When you contact Customer Account Services, you should have the reject email handy so you can provide the information they will need to resolve the issue.

Q & A (continued) My e-postcard does not show when I search? Once a Form 990-N (e-Postcard) has been accepted by the IRS, it can take up to 3 weeks for it to appear at the IRS Form 990-N Search Page. Answers to many other FAQ’s can be found at http://epostcard.form990.org/frmTSFAQ.asp