Group Exemption Application

Units applying for the NCTE Tax-Exempt Group for the first time must fill out and submit this application by the February 28 deadline. Applying units must be approved affiliate, assembly, TYCA Regional, or TAWL groups.

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* 1. NCTE Unit/Group name (full name):

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* 2. Enter your Employer Identification Number (EIN) for Unit. If Unit does not have an EIN, answer Question #3.

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* 3. Our organization does not have an EIN number.

After consulting IRS instructions AND instructions from NCTE, we have submitted Form SS-4 to the IRS.

We submitted Form SS-4 to the IRS before consulting this application form.

We are enclosing with this application a completed Form SS-4 filled out according to IRS instructions AND instructions provided by NCTE.

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* 4. Please give a detailed description of the purpose(s) of the unit. The description should come directly from your Constitution and Bylaws and use the exact words of the document(s). Attach additional documentation to your application, if necessary, below.

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* 5. Please give a detailed description of your unit's past (last three years), present, and future activities. Include the specific benefits, services, publications, and educational activities you have or will provide. If your unit is just starting or being reorganized, explain what activities will be taken to make it operational.

NOTE: This description should be different from #4 above and you should attach additional pages this application, if necessary, below.

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* 6. On what date was your unit formed?

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* 7. To the best of your unit's knowledge and belief, is your unit organized and operated exclusively for charitable and educational purposes so that it qualifies as an organization described in the Internal Revenue Code as 501(c)(3) and is not a private foundation as defined in Section 509(a) of the Internal Revenue Code?

Yes

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* 8. Has your unit amended its Constitution as described in Instructions for Amending Your Unit's Constitution/By-laws, "Requrements to be exempt as an organization describe in Section 501(c)(3) of the Internal Revenue Code"? Please send attached a copy of your amended constitution to this application below.

Yes

Additional Comment

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* 9. Does your unit's accounting year run from July 1–June 30?

Yes

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* 10. Has your unit ever applied for and/or obtained an exemption from federal income tax?

Note: If you answered "yes" to this question, please provide an explanation in a separate attachment below along with appropriate documentation (this would include the Letter of Determination from the IRS).

Yes

Additional Comment

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* 11. Has your organization adopted the following policies? Please check all that apply. Find information on these policies in the information shared by NCTE prior to application.

Code of Ethics

Conflict of Interest Policy

Document Retention and Destruction Policy

Whistleblower Policy

Joint Venture Policy

Compensation Policy

Please explain in the box below.

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* 12. Report on IRS Requirements for Filing Annual Tax Forms. Please respond to the item that pertains to your group for the most recently completed fiscal year (the year that ended on June 30).

Also note that some states also require your organization to file tax forms. Please check with your state tax office on this.

Our group is new and has not filed tax forms with the IRS. We are including a Financial Report Form with our application.

We filed an e-Postcard (Form 990N) with the IRS for our most recently completed fiscal year and we are submitting the e-Postcard receipt along with a copy of the Financial Report Form to NCTE.

We filed a 990EZ form with the IRS or our most recently completed fiscal year and we are submitting a copy of that form to NCTE.

We filed a 990 form with the IRS or our most recently completed fiscal year and we are submitting a copy of that form to NCTE.

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* 13. Our organization has gross income from an unrelated trade or business of $1,000 or more. See Resources on NCTE website for "Brief Explanation of Unrelated Business Income Tax."

Yes, and we are sending a copy of our 990-T form for the most recent fiscal year to NCTE.

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* 14. Please include the contact information for your organization's IRS Contact FOR THE YEAR THIS CHECKLIST IS DUE.

Unit IRS Contact Data. NOTE: P.O. boxes are not allowed.

Please attached a copy of the unit's roster of officers to this application below.

Name

Institution

Address 1

Address 2

City/Town

State/Province

Zip/Postal Code

Country

Email Address

Home or Office Phone Number

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* 15. By submitting this application, does your unit agree that it will continue to operate in accordance with your state purposes and will promptly notify NCTE if your state purposes change?

Yes

Additional Comment

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* 16. By submitting this application, does your unit authorize NCTE to include your unit in NCTE's group exemption letter as a tax-exempt organiation described in Internal Revenue Code 501(c)(3) for the next fiscal year?

Yes

Additional Comment

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* 17. Please sign this form. By filling in the information for this question, you attest that to the best of your knowledge, information and belief, the information set forth above and in any attachments is accurate and fairly states the answers and information sought.

Name

Position in Group

Date

Home or Office Telephone

Email Address

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* 18. Please attach any supplemental documents noted below as necessary:

Additional pages, if necessary, regarding purpose of your unit.

Additional pages, if necessary, regarding unit's activities.

A copy of your constitution amended with the "Requirements to be exempt as an organization described in Section 501(c)(3) of the Internal Revenue Code."

A Financial Report if you filed an e-Postcard (form 990N) and the e-Postcard Receipt.

A Financial Report if your organization is new.

A copy of your form 990EZ or your form 990 if your organization filed either of these.

A copy of your 990T form if your group filed this form.

A copy of the Fees Form, selecting "$30 First Time Application Fee." NCTE will be in touch with an invoice for payment.

PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only.

Choose File

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* 1. NCTE Unit/Group name (full name):

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* 2. Enter your Employer Identification Number (EIN) for Unit. If Unit does not have an EIN, answer Question #3.

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* 3. Our organization does not have an EIN number.

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* 4. Please give a detailed description of the purpose(s) of the unit. The description should come directly from your Constitution and Bylaws and use the exact words of the document(s). Attach additional documentation to your application, if necessary, below.

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* 6. On what date was your unit formed?

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* 9. Does your unit's accounting year run from July 1–June 30?

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* 10. Has your unit ever applied for and/or obtained an exemption from federal income tax? Note: If you answered "yes" to this question, please provide an explanation in a separate attachment below along with appropriate documentation (this would include the Letter of Determination from the IRS).

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* 11. Has your organization adopted the following policies? Please check all that apply. Find information on these policies in the information shared by NCTE prior to application.

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* 13. Our organization has gross income from an unrelated trade or business of $1,000 or more. See Resources on NCTE website for "Brief Explanation of Unrelated Business Income Tax."

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* 14. Please include the contact information for your organization's IRS Contact FOR THE YEAR THIS CHECKLIST IS DUE. Unit IRS Contact Data. NOTE: P.O. boxes are not allowed. Please attached a copy of the unit's roster of officers to this application below.

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* 15. By submitting this application, does your unit agree that it will continue to operate in accordance with your state purposes and will promptly notify NCTE if your state purposes change?

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* 16. By submitting this application, does your unit authorize NCTE to include your unit in NCTE's group exemption letter as a tax-exempt organiation described in Internal Revenue Code 501(c)(3) for the next fiscal year?

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* 17. Please sign this form. By filling in the information for this question, you attest that to the best of your knowledge, information and belief, the information set forth above and in any attachments is accurate and fairly states the answers and information sought.

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* 10. Has your unit ever applied for and/or obtained an exemption from federal income tax?

Note: If you answered "yes" to this question, please provide an explanation in a separate attachment below along with appropriate documentation (this would include the Letter of Determination from the IRS).

* 14. Please include the contact information for your organization's IRS Contact FOR THE YEAR THIS CHECKLIST IS DUE.

Unit IRS Contact Data. NOTE: P.O. boxes are not allowed.

Please attached a copy of the unit's roster of officers to this application below.