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NCCSGuideStar NASCOnet EFiling Update

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Only 4 states with registration/renewal requirements do NOT use the 990 ... A 'TurboTax' for Nonprofits. Web-based system for preparing Form 990 and e-filing with IRS ... – PowerPoint PPT presentation

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Title: NCCSGuideStar NASCOnet EFiling Update


1
NCCS-GuideStar NASCOnet E-Filing Update
  • May 3, 2006

2
State Charity Registration
  • 212,000 registrations/renewals
  • Includes multiple registrations by same charities
  • 16 of returns are from multi-state filers
  • Only 4 states with registration/renewal
    requirements do NOT use the 990
  • 84 of state registrations and renewals are in
    states that REQUIRE or ACCEPT the Form 990
  • Growth in public charities filing 990 or EZs
    averaging nearly 5 per year

3
IRS E-filing Is Here Now
  • Mandatory at federal level for large charities
    this year (100 m. assets) -- 3,000
    organizations affected
  • Mandatory at federal level for charities next
    year with 10 m. assets, private foundations
    -- 7,000 organizations affected
  • IRS has created Fed-State Retrieval System for
    use by states
  • More software providers each year (7 including
    CCH Lacerte (an Intuit subsidiary)
  • Nearly SEVEN THOUSAND 990s, EZs, and extensions
    received last year.
  • 2,227 returns filed to date this year.
  • Mandatory for organizations must complete 250
    returnsW-2s 1099s 941s 990s

4
Nonprofit E-Filing Chronology
  • July 1999 NCCS began e-filing pilot project
    with IRS states
  • Feb. 2004 IRS goes live with e-filing 990s
    NCCS launches 990-EZ Online
  • July 2004 NASCOnet XML SuperSchema Project
    launched with GuideStar
  • Feb. 2005 NCCS launches 990 Online
  • Jan. 2006 IRS requires largest orgs to e-file,
    implements Fed-State Retrieval System

5
Current Status
  • New NCCS 990 Online infrastructure supports
    multiple states, state-only filings, Fed-State
    Retrieval System more
  • NASCOnet Fed-State Backend System for State
    Charity Offices
  • Completed web services system for receipt of 990s
    state forms
  • Completed system for sending receipts
    acknowledgements
  • Next steps complete testing, complete PDF
    database generation
  • We have completed work on Penn., New York,
    Mississippi systems Colorado nearing completion
  • Ready to proceed adding states at a much faster
    pace!

6
Streamlining the Process of Adding More States
  • Create NASCOnet XML schema (if not already done)
    (12-24 hours)
  • Create XML to generate web pages for state forms
    (50 hours)
  • Create PDF versions of state forms and XML-to-PDF
    crosswalk so printed forms can be created (10-20
    hours)
  • Work with state to define payment options,
    business rules for acceptance rejection of
    forms, transmission methods integration with
    existing state systems
  • Install NASCOnet Fed-State backend
  • If needed, customize system for integrating
    e-filed data into existing state database

7
Alternative Futures
  • More paper ½ of state charity offices budgets
    spent on processing paper
  • State-specific imaging registration systems
  • Our preference Take advantage of IRS Fed-State
    Retrieval System, NASCOnet XML Schema Backend
    to build a system that meets federal and multiple
    state needs
  • Easier for regulators, easier for charities to
    comply, better data
  • 32 states require 990 data as well as state forms
  • Immediate quality improvement
  • Data in electronic format, ready for use

8
About GuideStar
  • Founded in 1984
  • More than 20,000 visitors each day to website
  • Backbone of a more efficient sector

9
About NCCS
  • National Center for Charitable Statistics at the
    Urban Institute
  • Improving nonprofit data and data standards since
    1980s
  • From Form 990 content instructions to
    programming for states to use Fed-state
    retrieval system

10
How Information Flows in IRS Fed-State System
Charity or Tax Preparer Using commercial tax prep
software (CCH, Intuit, etc.) or NCCS Online tax
prep. systems
State Charity Office1. Standard XML ?2.
Standard Access/SQL Server tables ?3. State
custom registration mgt database
IRS Fed-State Retrieval XML (commercial)XML
PDF some State Forms (NCCS)
NCCS State forms XML PDF forms
11
How Information Flows within the State Charity
Office
NASCOnet Back-End1. Receives standard XML 990
data from IRS 2. Converts to standard Access/SQL
Server tables3. Manage send receipt
acknowledgement messages back through IRS to
preparers
  • Customization (Optional)
  • 1. . Convert either XML or standard database to
    SCO database
  • Add log entries
  • Add or update annual data
  • Update (or add if accepting NEW registrations)

Current Charity Office Registration Database1.
Entity data (org. name, address, etc.)2. Annual
data (financial, fundraising, etc.)3.
Transaction logs (payments due received,
correspondence, etc.)
Standard 990 Database Use any of 1500 fields in
database to identify missing registrants,
professional fundraising activities, etc.
12
990 OnlineA TurboTax for Nonprofits
  • Web-based system for preparing Form 990 and
    e-filing with IRS
  • More than 10,000 returns created, 4,000
    transmitted nearly 1/3rd of IRS 990, EZ
    extension forms
  • Free and easy to use
  • Drop-down menus, calendars for selecting items
    dates
  • Program takes care of all arithmetic
  • Verifies that all required items are included
  • Context-sensitive links to IRS help and expert
    tips
  • No duplication of entries Questions are asked
    only once

13
http//efile.form990.org
14
990s, EZs, ExtensionsImport Information from
Last Years Return
15
Does All Arithmetic, Ensures Completeness
16
Print, E-File, or Both
17
990 Online State Systems
  • Fully integrates with state forms
  • State forms populated from 990 data
  • States can choose to receive
  • 990s only
  • Linked 990s state forms
  • State forms only If a state is willing, it can
    permit e-filed state forms onlyand our system
    does NOT require the charity to create the 990.

18
State Registration Online Capabilities
19
Sample Mississippi Page
20
Sample New York Pages
21
Sample New York Page with Context-Specific Help
22
Sample Pennsylvania Page
23
Sample Colorado Page
24
NASCOnet Fed-State Backend System
  • Designed to meet state needs for using data
  • Database of all Form 990 data
  • Select based on criteria determined by state
  • Display and print pdf of form
  • Accept data from NCCS AND any other transmitter
    (CCH, Intuit, etc.)

25
NASCOnet Fed-State Backend System
26
Filter Returns
27
Display Returns
28
Display or Print Adobe PDF
29
Attachments -- View, Print, Analyze (Info in
Database)
30
Professional Fundraiser Registration
Pennsylvania Hawaii
31
NCCS Policy Work
  • Work with IRS to enforce existing requirements
    for e-filing and eliminate 250 return threshold
  • Work with the IRS and states to add key items on
    Form 990 to make it sufficient for state
    charitable renewals
  • Work with states to create a lean Uniform Charity
    Registration Renewal Form

32
State Approaches to E-filing
  • CO Mandatory e-filing
  • MI One year created e-filing system for
    corporate returns the next year, required
    e-filing
  • MI corporate returns represent 25 of those
    e-filed with IRS

33
Fed-State Retrieval System
  • Similar to individual tax return system state
    IT and dept of revenue already use
  • Provides data for pickup then states have
    minimal programming to incorporate into their
    individual database systems

34
New Developments
  • Provides assistance for preparer, like 990 Online

35
The Future
  • NCCS working on development of web-based Form
    1023 application for tax-exempt status for
    IRS
  • Electronic submission from the beginning -- Form
    1023, Form 990, and Request for Extension
  • Same forms for state and federal use easy for
    charity, easy for regulation
  • Access to greatly improved usable data on sector

36
More on E-filing Form 990
  • Check out 990 Online at http//efile.form990.org
  • Sign up now for the NASCOnet Backend System
  • Sign up for us to help you build a state e-filing
    system
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