The IRS Tax Exempt Organization Search Tool allows you to check an organization’s tax-exempt status and filings. Optima Tax Relief reviews the data that will be available to view solely through this online search tool:
Form 990 Series Returns
Form 990 is an informational form that most tax-exempt organizations need to file each year to provide an overview of their activities, governance and financial information.
Form 990-N
This electronic notice is used by tax-exempt organizations with gross receipts less than $50,000 or less for the previous three consecutive years.
Publication 78 Data
This data set is updated monthly and records an organization’s eligibility to receive tax-deductible charitable contributions
Automatic Revocation of Exemption list
This list tracks organizations whose tax-exempt status have been revoked for failing to file a return or notice for three consecutive years.
Determination Letters
These documents show whether a company’s employee benefit plan meets the minimum requirements for special tax treatment.
Providing access to this data in one location will make it easier for organizations to share public financial information, as well as for states to regulate exemptions.
