So against my better judgement I agreed to help prepare a 990-EZ for a PTA. I should have stuck with my judgement, but anyhow here we are - 2 days until the extension runs out and I can't answer a simple question with confidence. Maybe someone on this forum can get me unstuck.
The math for the 990-EZ is fairly simple, but THEN I found out about Schedle A. I looked up several 990 forms on Guidestar and the answer still eludes me. In Part IV of Schedule A (Reason for Non-Private Foundation Status), some PTA's check box 12. Others check Box 13, describe it as a Type I, and then list the name of the school on the next line. If anyone can tell me which one is correct or how to decide which one to use, I'd be most grateful.
You can also congratulate me for preparing two 990's simultaneously - my first one and my last one on the same form.
The math for the 990-EZ is fairly simple, but THEN I found out about Schedle A. I looked up several 990 forms on Guidestar and the answer still eludes me. In Part IV of Schedule A (Reason for Non-Private Foundation Status), some PTA's check box 12. Others check Box 13, describe it as a Type I, and then list the name of the school on the next line. If anyone can tell me which one is correct or how to decide which one to use, I'd be most grateful.
You can also congratulate me for preparing two 990's simultaneously - my first one and my last one on the same form.