Category Archives: Financial Records

Society Finances

In FTB TaxNews the State of California Franchise Tax Board announced a conference for nonprofit business professionals and staff who want to learn more about financing visions and and learn new strategies for success. Jerome E. Horton, Chairman of the … Continue reading

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Society Finances – Follow Up

You should now be up to date on filing returns. California Corporate Information Return  1099s/1096 California State Sales Tax California State Attorney General RRF1 and Raffle return if needed California 199 or 199N IRS 990 or 990N What’s next?  You … Continue reading

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Society Finances – Internal Revenue Service

The IRS imposed a postcard return on non-profit societies before the State of California. By now every society should have this filing on their Treasurer’s Calendar.  If this form is not filed for three years, the IRS (like the state … Continue reading

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Society Finances – California Charities Filing

California State Government has not always been good about letting societies know what they need to file.  A few years ago societies began getting letters informing them that they were delinquent filing forms with the Attorney General’s Office.  The fact … Continue reading

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Society Finances – Sales Tax

If you sell items in California on a regular basis, you should have a state sales tax number for CA State Board of Equalization.   You are required to file returns on a quarterly or annual basis according to the … Continue reading

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