Tax

Name: Completing Your IRS Form 990: A Guide for Tax Exempt Organizations
Author: Michael Sorrells and Andrew S. Lang
Publisher: Amazon.com
Type of material: softcover/136 pages
Cost of material: $49.95
Primary audience:
Where it can be obtained: http://www.amazon.com/Completing-Your-IRS-Form-Organizations/dp/0880341106/ref=sr_1_1?ie=UTF8&s=books&qid=1214255171&sr=8-1

Summary: This book is a line-by-line guide for preparing your organization's Form 990. Throughout the guide, a hypothetical association is described to help you better understand each section of the form. The appendices to the guide include a sample completed Form 990 and the required schedules that were prepared for the hypothetical association.

Name: Give Me Your 990! Public Disclosure Requirements for Tax-Exempt Organizations
Author: N/A
Publisher: Alliance for Justice
Type of material: 14 pages
Cost of material: Free
Primary audience:
Where it can be obtained: http://www.afj.org/for-nonprofits-foundations/resources-and-publications/free-resources/give-me-your-990-1.html

Summary: This booklet is intended to serve as a guide for nonprofit organizations to help them understand their obligations under public disclosure requirements that were adopted by the IRS in 1999.

Name: Intermediate Sanctions: Curbing Nonprofit Abuse
Author: Bruce R. Hopkins, D. Benson Tesdahl
Publisher: Jossey-Bass
Type of material: paperbound/256 pages
Cost of material: $150.00
Primary audience: non-profit managers, tax professionals
Published: April 1997
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471174564.html

Summary: Intermediate sanctions reviews the history and background of the act, and systematically examines how this body of law promises to affect the operations of public charities and other tax-exempt organizations.

Name: IRS Form 990 and 990-PF Policy - Download 2 Samples
Author: Barbara Lawrence and Outi Flynn
Publisher: BoardSource
Type of material: E-policy Sampler
Cost of material: $8.00 (members); $12.00 (non-members)
Primary audience:
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Type=epolicy&Item=1047

Summary: The Form 990 and 990-PF are annual information returns that nonprofits file with the IRS. These public documents allow the IRS to determine whether the organization continues to fill the requirements for its tax-exempt status.

Name: IRS Form 990 Checklist
Author: N/A
Publisher: Minnesota NAC
Type of material: checklist
Cost of material: free
Primary audience: 990 preparers
Where it can be obtained: http://www.smartgivers.org/sites/623b9026-c292-4f47-9b9d-8aac6d22782d/uploads/990checklist_3.pdf

Summary: Helping nonprofits improve IRS Form 990 data.

Name: Joint Ventures Involving Tax-Exempt Organizations, 2009 Supplement, 3rd Edition
Author: Michael I. Sanders
Publisher: Jossey-Bass
Type of material: paperback/212 pages
Cost of material: $95.00
Primary audience:
Published: May 2009
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470286563.html

Summary: This Supplement examines developments affecting tax-exempt organizations and their joint ventures activities since the date the Third Edition was printed.

Name: Joint Ventures Involving Tax-Exempt Organizations, 3rd Edition
Author: Michael I. Sanders
Publisher: Jossey-Bass
Type of material: hardcover/960 pages
Cost of material: $230.00
Primary audience:
Published: April 2007
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-047003761X.html

Summary: "Joint Ventures Involving Tax-Exempt Organizations" includes the latest case law, treasury regulations, and IRS rulings to enable nonprofits to maximize their financing without jeopardizing their tax-exempt status.

Name: Private Foundations: Tax Law and Compliance, 3rd Edition
Author: Bruce Hopkins and Jody Blazek
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/720 pages or e-book
Cost of material: $225.00
Primary audience:
Published: October 2008
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-047032242X.html

Summary: Coauthored by a lawyer and tax accountant, the revised and expanded Third Edition includes practical tax compliance suggestions and in-depth legal explanations. Completely revised, the new edition captures all new developments in the private foundations arena. It provides lawyers and accountants for foundations and tax-exempt organizations with line-by-line instructions, sample-filled IRS forms, and complete citations.

Name: Tax Planning and Compliance for Tax-Exempt Organizations: Rules, Checklists, Procedures, 4th Edition
Author: Jody Blazek
Publisher: Jossey-Bass
Type of material: hardcover/742 pages or e-book
Cost of material: $210.00
Primary audience: accountants, lawyers, nonprofit executives and directors, consultants, and volunteers
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471271772.html
E-book available: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471677523.html

Summary: Guide to navigating the complex maze of nonprofit tax rules and regulations.

Name: Tax Planning and Compliance for Tax-Exempt Organizations, 2009 Cumulative Supplement: Rules, Checklists, Procedures, 4th Edition
Author: Jody Blazek
Publisher: Jossey-Bass
Type of Material: paperback/311 pages
Cost of Material: $95.00
Primary Audience: Accountants, lawyers, nonprofit executives and directors, consultants, and volunteers.
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470135832.html

Name: The Law of Intermediate Sanctions: A Guide for Nonprofits
Author: Bruce R. Hopkins
Publisher: Jossey-Bass
Type of material: hardcover/362 pages
Cost of material: $60.00
Primary audience:
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471224022.html

Summary: An essential resource on the new law facing nonprofits.

Name: The Law of Tax-Exempt Healthcare Organizations, 3rd Edition
Author: Thomas K. Hyatt and Bruce R. Hopkins
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/1,130 pages
Cost of material: $225.00
Primary audience:
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470183985.html

Summary: This book provides a comprehensive, one-volume source of detailed information on federal, state, and local laws covering tax-exempt healthcare organizations. It tackles complex legal issues in a practical, down-to-earth manner by providing plain-English explanations and the appropriate legal citations for further research.

Name: The Paper Chase: Nonprofit Filings, Forms, and Record Keeping, Sixth Edition (with 2008 addenda)
Author:
Publisher: Cultural Alliance of Greater Washington
Type of material:
Cost of material: $15.00 (CAGW members); $25.00 (non-members)
Primary audience:
Where it can be obtained: http://www.cultural-alliance.org/pubs/puborder.html

Summary: "The Paper Chase" details filing and record-keeping procedures for organizations that receive 501(c)(3) public charity status. A must-have guide for staff and board members of Maryland, Virginia, and District of Columbia nonprofits that provides valuable assistance in meeting legal, corporate, and tax obligations. Topics covered include corporate and tax records, registration and annual corporate reports, seeking and maintaining a state tax exemption, complying with income tax law, fundraising reports and filings, federal guidelines for political campaign activities and lobbying, and postal rates and requirements. "The Paper Chase" was revised in 2003.