Classes & Reunions
Financial Information
Click on the links below for answers to all your questions about financial services offered by the Association, class finances, contributions to the Association, and more.
› Alumnae Association Financial Services
› Charitable Contributions and Class Dues
› EIN Information and Online Application
EIN: What it is, why you need one, and how to get one
› Federal and State Tax Exemption
Your Federal tax exemption does NOT entitle you to exemption from paying sales tax. Click here to find out more.
Form C
The Internal Revenue Service requires all Alumnae Association affiliates to either file their own information return, or participate in the Alumnae Association’s annual group return. Each class must submit its financial information annually on the forms provided by the Alumnae Association; we consolidate all of this data and use it to complete the group return. Classes that do not participate in the Alumnae Association’s group filing by providing the requested financial information in a timely manner must file their own IRS return. Every class is required by the IRS to file at least the Form 990-EZ, regardless of size or level of activity/inactivity. Failure to meet annual filing requirements for three consecutive years will result in the IRS revoking tax-exempt status.
› Form C (PDF)
You will need Adobe Reader to download and print this PDF file. To download a free copy, go to Adobe.com.
›Form C (Excel)
To fill out this form fill in any of the yellow spaces and the spreadsheet will calculate the math for you. If you have any questions please contact Joni Haas Zubi for assistance.
›Reunion Budgeting Tools
Use our handy spreadsheet to estimate your reunion income and expenses, mailing costs, and cash flow needs. Just enter information requested in the yellow cells, and the spreadsheet will handle all the calculations. If you have any questions or suggestions to improve the spreadsheet, please mail Stephanie Gray Gonthier, Director of Finance.
› Tax Reporting
Learn about Federal and State information returns
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The door might not be opened to a woman again for a long, long time and I had a kind of duty to other women to walk in and sit down on the chair that was offered, and so establish the right of others long hence and far distant in geography to sit in the high seats. — Secretary of Labor Frances Perkins 1902, first woman to hold a cabinet position in the United States |
