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<p class="MsoNormal">Greetings, Phi Zeta members,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">As the spring semester draws to a close, please make sure your chapter has reported any activity using the following fillable forms found at the national organization’s website
<a href="http://www.societyofphizeta.org/forms-and-documents">www.societyofphizeta.org/forms-and-documents</a>.<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Chapter Officer Report<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>New Members Report<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Also, for chapters whose tax year is January to December, remember to file your IRS 990-N report by
<b>May 15th</b> (<a href="https://www.irs.gov/990n" target="_blank"><span style="color:windowtext;border:none windowtext 1.0pt;padding:0in;text-decoration:none">www.irs.gov/990n</span></a>). Chapters with tax years that span other 12 month periods should
file their 990-N report by the 15<sup>th</sup> day of the 5<sup>th</sup> month after their tax year ends. For example, for a chapter whose tax year ends on June 30<sup>th</sup>, their filing deadline is November 15<sup>th</sup>. The 990-N form is your report
to the IRS that your chapter is a non-profit entity with an annual income of $50,000 or less.
<u>Failure to file a 990N report for 3 consecutive years will result in a chapter losing its non-profit status.</u><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If you are unsure of when your Tax Year is, the following is copied from the
<a href="https://www.societyofphizeta.org/irs-filing-requirements">990N user guide</a>:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:7.5pt;margin-left:.5in;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">How can I determine what my exempt organization’s tax year is?</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:7.5pt;margin-left:.5in;background:white">
<span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">A tax year is usually 12 consecutive months. There are two kinds of tax years:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l0 level1 lfo1;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">Calendar Tax Year:</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333"> This is a period of 12 consecutive months
beginning January 1 and ending December 31; or<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l0 level1 lfo1;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">Fiscal Tax Year</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">: This is a period of 12 consecutive months
ending on the last day of any month except December.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:7.5pt;margin-left:.5in;background:white">
<span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">Generally, your tax year (or accounting period) can be found in the following documents:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l2 level1 lfo2;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">Your organization’s by-laws.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l2 level1 lfo2;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">Your application for federal tax-exempt status (Forms 1023, 1023-EZ, 1024, or 1024 A) or the determination letter you received approving your tax-exempt
status.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l2 level1 lfo2;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">The application, Form SS-4, your organization filed to obtain its employer identification number (EIN).<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:1.0in;text-indent:-.25in;mso-list:l2 level1 lfo2;background:white">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333333">A copy of a prior year return, Form 990 or 990-EZ, that you filed with the IRS.<o:p></o:p></span></p>
<p class="MsoNormal">Please contact me if you have any questions or problems.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Missy<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Dr. Missy Josephson<o:p></o:p></p>
<p class="MsoNormal">Secretary-Treasurer, Society of Phi Zeta<o:p></o:p></p>
<p class="MsoNormal">109 Greene Hall<o:p></o:p></p>
<p class="MsoNormal">Auburn University, AL 36849<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:josepem@auburn.edu">josepem@auburn.edu</a><o:p></o:p></p>
<p class="MsoNormal">Ph: (334) 844-5423 <o:p></o:p></p>
<p class="MsoNormal">FAX: (334) 844-4542<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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