Awesome outline - thanks for putting up here. We've always got postings on the "How To's" & "When do we" on this. Great link idea.

This IRS page on Lifecycle of a Public Charity looks pretty helpful. Each line item is a link to more detailed info (from the IRS page). I'll paste in the sections below. Be sure to also look at the graphical depiction (flow chart) listed on the main page.

Starting Out </font>

• Articles, Trust, or Charter</font>
• By-Laws</font>
• EIN</font>
• Charitable Solicitation</font>
• Help from the IRS</font>

Applying to IRS </font>

• Application Forms</font>
• IRS Processing</font>
• Help from the IRS</font>

Annual Filings </font>

• Annual EO Return</font>
• Unrelated Business Income Tax</font>
• Help from the IRS</font>

Ongoing Compliance </font>

• Jeopardizing Exemption</font>
• &gt;&gt;Intermediate Sanctions</font>
• Employment Taxes</font>
• Substantiation and Disclosure</font>
• Public Disclosure Requirements</font>
• Charitable Contributions - What's Deductible?</font>
• Charitable Contributions, Substantiation and Disclosure Requirements (Pub. 1771)</font>
• Help from the IRS</font>
• Customer Account Services</font>
• Compliance Guide (Pub. 4221)</font>
• Tax-Exempt Status for Your Organization (Pub. 557) </font>

Significant Events </font>

• Notifying the IRS</font>
• Private Letter Ruling</font>
• Audits of Exempt Organizations</font>
• Termination of an Exempt Organization</font>
• Help from the IRS</font>

[ 08-31-2006, 05:53 PM: Message edited by: JHB ]