Jazzy-

Tax Exempt and Government Entities Division

What is the TE/GE Division?

I just wanted to add that failure to disclose these docs. upon request can result in loss of tax-exempt status.

[ 09-20-2006, 06:07 PM: Message edited by: Lucella ]

complaints to the IRS ref 501c3 matters are held in confidence, ie the IRS does not identify the person bringing the complainant. unconfirmed info - but worth asking if a road takes you to that step of the process.

The schedule A of the 990 is also required to be disclosed if requested.

That's good information to share. For anyone who reads this, it only refers to certain TAX documents - most frequently your annual 990 filing.

And - check on this if concerned, but I think this is true.... if you post your 990's via the web or if it's available via an online source such as Guidestar, that satisfies the requirement to "provide copies".

This does NOT include disclosure of your routine financial records. There certainly may be common sense reasons you should make this information available to stakeholders in some reasonable format, but not IRS requirements.