FORM 990N INFORMATION

Transcription

1

2 FORM 990N INFORMATION REGISTER & FILE AT: For filing fiscal y/e June 30, 2017, ALL clubs must register at website above. All United States Non-Profit organizations are required by the Internal Revenue Service to file a form 990 or file the 990N electronically between July 1 and November 15 of each year. The filing of the form is based on the annual gross income. Gross income means the amount of income for the year for the organization and any other parts of the organization if those parts use the same EIN as the club. (i.e.: If your Anchor Club used your EIN you must include their receipts too.) Gross income includes everything taken in including dues, fund raising revenue, contributions, interest etc. If the gross income is less than $50,000, the club must file a Form 990N electronically. You may find the form on-line at This form must be filed every year. The fiscal year should be July 1 to June 30. IF THE FISCAL YEAR IS INCORRECT, DO NOT FILE. If the fiscal year is incorrect, notify Pilot Headquarters and they will contact IRS on your behalf. To file the 990N, you will need the treasurer's name, address, mailing address, club name, and EIN (Employer Identification Number). This number is assigned by the IRS. It is a nine-digit number and is frequently confused with Social Security numbers. They are not the same. If you do not know your club's EIN, you should be able to obtain it from the IRS by phoning them or going to their website Failure to file the tax form with the IRS may result in financial penalties to the club. It could also jeopardize the non-profit status of the entire organization. Don't wait until the last minute to file. If you do have a problem, you want to have enough time to fix it before the November 15 deadline. If you fail to file the required 990 for 3 consecutive years your non-profit status will automatically be revoked by the IRS. If a club's tax-exempt status is revoked, the club will have to reapply for tax-exempt status, which will involve paying a fee and a lot of work. Once you have completed the filing of form 990N, print a copy of the confirmation that you have filed. Keep a copy with your treasurer's records for that year and mail a copy to the District Treasurer Sherri Radford P.O. Box 511 Markham, TX This will help keep track of any clubs that forget to file their reports before they hit the 3 consecutive years automatic revocation.

3

4 Where to look? Who to ask?? 1. The Texas District website is which will automatically take you to Most forms that a treasurer needs can be found there under Documentation - Forms. 2. More information can be found on the Pilot International website at To find treasurer information go to tab at top: Member Resources and then choose Club Manual. Page 68 contains the listing of the forms with the forms included on subsequent pages. 3. To file your 990N return you go to: other 990 forms can be found at 4. To find out if your club has filed the 990N for the current year or past years go to: Put in your EIN number and your club's 990N history should come up. 5. To contact the District Treasurer: Sherri Radford PO Box 511 Markham, TX sherriradford380@yahoo.com (cell) (home)

5

6 7/ Texas District Addition/Change In Membership Notification Pilot Club of: Date of Notice: Club Address: Instructions: Complete this form when changes (*Additions, *Deletions,* hange of a member's name, address or membership status) occur. Please Note: _This is the only form you will send to the District. (The Dist. Treas. will forward to the Governor & Dist. Sec.) Mail Original with appropriate funds to : Texas District P.I. % Sherri Radford, Treasurer P.O. Box 511, Markham, TX Member Name: Date of change Status Change * Code District Comments: (Sponsor Name, if Applicable; Dues Reason if Dropped out of Membership; Transferred (*A Only) From; Reinstated; New Status Category; etc.) Dues: Jul 1-Dec 31 - $20.00 Jan 1-Jun 30 - $10.00 I I Toto/ Dues Enc/osea 50 Year Member, Military, Honorary I Status categories: Regular, Emeritus, Pilot Student

7 Texas District Texas District Dues Chart July Through December As Approved 4/23/16 Pilot Member Type Dues Paying Member Annual 7 /1 fees $ Waived Dues Member Annual 7 /1 fees $ New Pilot Dues Paying Member $ New Waived Dues Member $ Reinstated Dues Paying Member $ Reinstated Waived Dues Member s TX District Dues January through June Pilot Member Type New Pilot Dues Paying Member $ New Waived Dues Member $ Reinstated Dues Paying Member $ Reinstated Waived Dues Member $ Anchors - Full Year I $ TX District Dues

8 Pilot International & Texas District Pro-rated Dues, Initiation Fee & Club Insurance Chart TX Dist Dues as approved 4/23/16 July Through December Pilot Pl Dues Initiation Club Total Pl Member Type Fee Insurance Dues & Fees Dues Paying Member Annual 7 /1 fees $ $ 6.00 $ Waived Dues Member Annual 7 /1 fees $ - New Pilot Dues Paying Member $ $ $ 6.00 $ New Waived Dues Member $ - $ $ Reinstated Dues Paying Member $ $ 6.00 $ Reinstated Waived Dues Member $ - January through June TX District Dues $ $ -., $ $ - $ $ - Pilot Pl Dues Initiation Member Type Fee New Pilot Dues Paying Member $ $ New Waived Dues Member $ - $ Reinstated Dues Paying Member $ $ - Reinstated Waived Dues Member $ - $ - Club Total Pl Insurance Dues & Fees $ 6.00 $ $ $ 6.00 $ TX District Dues $ $ - $ $ - Anchors - Full Year $ $ $ 4.00 $ $ 6.00

9

10

11 OS/02/ :54 FAX Spring Hill Bank Texas District Pilot International Sherri Radford, Dist. Treasurer PO Box 511 Markham, TX vvvv, vvv... Dues Statement Date 5/24/2017 To: Longview Pilot Club P.O. Box 2974 Longview, TX REMEMBER that dues payment should be MAILED prior to July 1, Amount Due $ Amount Amount Enc. Balance /24/2016 R=irez, Carol yn - # Texas District Active Member Annual Dues S/24/2016 Rodgers, Betty- # Texas District Active Mc /24/2016 Salter, Mariannna- # Texas District Active Me c... 4.,,.. h, 05/24/2016 eg1er, enc:e- # Texas District Active Member Annual Dues /24/2016 Todd, Corn- # Texas District Active Member Annual Dues /24/2016 Weems, June- # Texas District Active Member Annual Dues /24/2016 Yo t, Julia- # !7. Texas District Active Member Annual Dues Cow Ai ) fat {!vp o. (D Remit to: CURRENT DAYS PAST DUE 0.00 Texas District Pilot International PO Box 511 Markham, TX DAYS PAST DAYS PAST DUE DUE Page3 OVER 90 DAYS PAST DUE 0.00 Amount Due L.r 1 D T r OU

12 - 151 :" e'i5x u ,..;., _,... TEXAS DISTRICT ANCHOR DUES INVOICE ANNUAL ANCHOR CLUB TREASURER'S REPORT Anchor Club of Date School or Anchor Club mailing address City Zip Faculty/Pilot Advisor Phone # Fax# Cell# Sponsoring Pilot Club Must be Postmarked by December 1, 2016 Check Payable to: Texas District Anchor Mail Check and Form to: Sherri Radford, Treasurer P.O. Box 511 Markham, TX Send a copy to: Texas District Anchor Coordinator Monica Garza Bolton Bridge Ln. Humble, TX Enclosed is $6.00 per member for members=$ MEMBERS Signed (President) Signed (Treasurer) (Note: Use additional sheets to list additional members.) Keep a copy for the Anchor Club file

13

14

15 Voucher# 7 PILOT '.91 rffl)international Do More. Care More. Be More. EXPENSE VOUCHER TEXAS DISTRICT PILOT INTERNATIONAL FINANCIAL POLICIES Vouchers must be used for reimbursements of District expenses. The vouchers should have receipts attached (if applicable). Vouchers are handled as follows: Vouchers MUST BE received by the Treasurer. The Treasurer will notify The Governor and Governor Elect of expenditures. Vouchers and checks will be signed by the Treasurer and Governor and/or Governor Elect. Anyone submitting budgeted expense vouchers to the District for payment will need to submit it within 30 days from when the expenses incurred. NAME TITLE PURPOSE: DATE: Date: Explanation: Total: Total: I HEREBY CERTIFY THAT THE ABOVE STATEMENT IS CORRECT AND THAT THE EXPENSES WERE INCURRED FOR TEXAS DISTRICT PILOT INTERNATIONAL. SIGNATURE ADDRESS SUBMIT VOUCHER TO: Texas District Treasurer Sherri Radford P.O, Box 511 Markham, TX CITY, STATE, ZIP APPROVED FOR PAYMENT Governor Date Governor - Elect Date TREASURER USE ONLY: BUDGET ACCOUNT DATE PAID LINE ITEM CHECK NUMBER Revised 04115

16

17

18