This checklist must be completed each year for Units to continue as members in NCTE's 501(c)(3) Tax-Exempt Group Letter. Each unit is an approved affiliate, assembly, TYCA-Regional, or TAWL Group having a constitution and/or established by-laws with NCTE. Each unit has been approved as a member of the Group Exemption Letter. The checklist is due by February 28, 2022. Information given in the checklist will be provided to the U.S. Internal Revenue Service.

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* 1. NCTE Unit name (please spell out):

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* 2. Employer Identification Number (EIN) for Unit:

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* 3. Have there been any changes in the purpose, character, or method of operation of the Unit during the last year? If yes, please provide a detailed explanation of these changes below.

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* 4. Has your Unit in any manner dissolved and/or amended its Constitution and/or Bylaws in the last 12 months? If your organization dissolved, please provide an explanation of the dissolution below. If your organization amended its constitution, please give a brief explanation of changes below and please send a copy of your amended constitution to the Affiliate Office.

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* 5. Has your Unit disaffiliated itself from NCTE or otherwise removed itself from the policy requirements of NCTE? If yes, please provide an explanation below.

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* 6. Has your organization adopted the following policies? Please check all that apply.

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* 7.

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).

NOTE: For members of the NCTE Tax-Exempt Group, all IRS forms (990-N or e-postcard, 990, 990-EZ, 990-T) are due to the IRS by November 15 each year. If you don't file the forms or don't file them on time, you will lose your tax-exempt status AND you'll be removed from the NCTE Group. Also note that the ceiling for using the 990-N e-postcard has been raised to $50,000. (Use the e-forms or mail printed forms to Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0027.) Your return is based on the fiscal year that ended June 30 of the year in which you are filing.

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

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* 8. 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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* 9. Has your Unit changed officers and/or its principal IRS contact mailing address during the last year?

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* 10.

Please include the contact information for your organization's IRS Contact for the year this checklist is due.

Unit IRS Contact Data. Note: No P.O. box addresses are allowed.

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* 11. Does your Unit want to be included in the NCTE group tax-exemption for the next fiscal year?

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* 12. 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 on the documents you'll send to the Affiliate Office is accurate and fairly states the answers and information sought.

Please note that you'll need to send the following documents by email to affsec@ncte.org.

  • A copy of your constitution if you have amended it since last year (related to question #4).
  • A Financial Report if you filed an e-Postcard (form 990N) and the e-Postcard Receipt.
  • A Fees Form with a $10 check made payable to NCTE to renew your membership in the group.
  • A copy of FY2021 tax return if unit filed 990EZ or 990 form with IRS.

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