Form 199 – Fill Out and Use This PDF

The 199 form serves as the Annual Information Return for California Exempt Organizations, providing a comprehensive report of an organization's activities, financial transactions, and changes in guidelines or structure throughout the fiscal or calendar year specified. This document is pivotal for maintaining transparency and compliance with state regulations, particularly for organizations that hold a tax-exempt status under California law. For those who aim to fill out and submit this form accurately and in a timely manner, clicking the button below offers a streamlined path toward fulfilling this crucial requirement.

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Form 199 PDF Details

For many exempt organizations operating within California, familiarizing oneself with the Form 199 is an annual necessity that underpins their compliance with state tax regulations. This particular form, identified as the "California Exempt Organization Annual Information Return," serves as a comprehensive report capturing the fiscal activities of a nonprofit organization for either the calendar year or a fiscal year that it specifies. It is meticulously designed to collect a wide spectrum of data ranging from basic identification information such as the organization’s name, address, and federal employer identification number (FEIN), to more detailed financial information that includes gross receipts, sales, and contributions. Moreover, the form delves into specifics regarding the organization’s adherence to reporting guidelines and involvement in political activities, which are critical for maintaining exempt status under California law. It also inquires about the filing of other tax forms and any pending audits, thereby offering a holistic view of the organization's fiscal health and regulatory compliance. By completing this form, organizations not only affirm their commitment to transparency but also ensure they meet the prerequisites for enjoying tax-exempt privileges in the state.

Question	Answer
Form Name	Form 199
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	fill tax 2020, tax 2020 rates, tax, 2020 tax rates

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TAXABLE YEAR

California Exempt Organization

FORM

2020

Annual Information Return

199

Calendar Year 2020 or fiscal year beginning (mm/dd/yyyy)

, and ending (mm/dd/yyyy)

Corporation/Organization name

California corporation number

Additional information. See instructions.

FEIN

Street address (suite or room)

PMB no.

City

State

Zip code

Foreign country name

Foreign province/state/county

Foreign postal code

A First return

. . . . . .

. . . . . . . . . . . . . . . . . . .

. . . . .

. . .

□Yes

□No

I Did the organization have any changes to its guidelines

•□Yes

□No

B Amended return

. . •□Yes □No

not reported to the FTB? See instructions

. . . . . .

. . . . . . . . . . . . . . . . . . .

. . . . .

J If exempt under R&TC Section 23701d, has the organization

C IRC Section 4947(a)(1) trust

□Yes

□No

. . .

engaged in political activities? See instructions

•□Yes □No

D Final information return?

K Is the organization exempt under R&TC Section 23701g?. .

•□Yes

□No

• □ Dissolved □ Surrendered (Withdrawn) □ Merged/Reorganized

If “Yes,” enter the gross receipts from nonmember sources

. . $

Enter date: (mm/dd/yyyy)

• ____ / _____ / _______

L Is the organization a limited liability company?

•□Yes

□No

E Check accounting method:

(1) □ Cash (2) □ Accrual

(3) □ Other

M Did the organization file Form 100 or Form 109 to report

F Federal return filed? (1) •□ 990T (2) •□ 990PF

(3) •□Sch H (990)

•□Yes

□No

taxable income?

(4) □Other 990 series

. . •□Yes

N Is the organization under audit by the IRS or has the IRS

•□Yes □No

G Is this a group filing? See instructions

□No

audited in a prior year?

H Is this organization in a group exemption

. . .

□Yes

□No

O Is federal Form 1023/1024 pending?

. . □Yes

□No

If “Yes,” what is the parent’s name?

Date filed with IRS

Part I Complete Part I unless not required to file this form. See General Information B and C.

		1		Gross sales or receipts from other sources. From Side 2, Part II, line 8											.	•	1	00
		1								. . .	. . . .		. . . . . . . . . . . . . . .			•	1	00
															.	•
		2		Gross dues and assessments from members and affiliates							. . .	. . . .		. . . . . . . . . . . . . . .		•	2	00
															.	•
		3		Gross contributions, gifts, grants, and similar amounts received							. . .	. . . .		. . . . . . . . . . . . . . .		•	3	00
Receipts		4		Total gross receipts for filing requirement test. Add line 1 through line 3.												•
and				This line must be completed. If the result is less than $50,000, see General Information B										. . . . . . . . . . . . . . .	.	•	4	00
Revenues		5		Cost of goods sold		. . .	. . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . .	. . . . . . .	•	5					00
		6		Cost or other basis, and sales expenses of assets sold							6					00
		7		Total costs. Add line 5 and line 6							. . .	. . . .		. . . . . . . . . . . . . . .	..	•.	7	00
		8		Total gross income. Subtract line 7 from line 4							. . .	. . . .		. . . . . . . . . . . . . . .		•.	8	00
Expenses		9		Total expenses and disbursements. From Side 2, Part II, line 18							. . .	. . . .		. . . . . . . . . . . . . . .	.	•	9	00
															.	•
		10		Excess of receipts over expenses and disbursements. Subtract line 9 from line 8													10	00
		10															10	00
		11		Total payments . . .		. . .	. . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . .	. . . . . . .	. .	. . .	. . . .		. . . . . . . . . . . . . . .	.	•	11	00
															.	•
		12		Use tax. See General Information K							. . .	. . . .		. . . . . . . . . . . . . . .		•	12	00
															.	•
		13		Payments balance. If line 11 is more than line 12, subtract line 12 from line 11						. .	. . .	. . . .		. . . . . . . . . . . . . . .		•	13	00
Filing Fee															.	•
Filing Fee	14			Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12 . .						. .	. . .	. . . .		. . . . . . . . . . . . . . .		•	14	00
		15		Penalties and Interest. See General Information J							. . .	. . . .		. . . . . . . . . . . . . . .	.	.	15	00
		16		Balance due. Add line 12 and line 15. Then subtract line 11 from the result . . .						. .	. . .	. . . .		. . . . . . . . . . . . . . .		•	16	00
			Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
Sign			true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
								Title						Date		• Telephone
								Title						Date		• Telephone
Here			Signature
			Signature		▶
			of officer		▶

									Date					Check if self-		• PTIN
			Preparer’s											Check if self-
			Preparer’s		▶									employed ▶ □
			signature		▶									employed ▶ □

Paid			Firm’s name (or yours,													• Firm’s FEIN
Preparer’s			Firm’s name (or yours,			▶
Use Only			if self-employed)			▶
			and address													• Telephone

			May the FTB discuss this return with the preparer shown above? See instructions													• □ Yes □ No

3651203

Form 199 2020 Side 1

Part II Organizations with gross receipts of more than $50,000 and private foundations regardless of amount of gross receipts — complete Part II or furnish substitute information.

	1	.Gross sales or receipts from all business activities. See instructions	•	1
	2	Interest	•	2
Receipts	3	Dividends	•	3
Receipts	3	Dividends	•	4
from	4	Gross rents	•	4
Other	5	Gross royalties	•	5
Sources	6	Gross amount received from sale of assets (See Instructions)	•	6
	6		•	6
	7	Other income. Attach schedule	•	7
	8	Total gross sales or receipts from other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 1 .	. .	8
	9	Contributions, gifts, grants, and similar amounts paid. Attach schedule	•	9
	10	Disbursements to or for members	•	10
	11	Compensation of officers, directors, and trustees. Attach schedule	•	11
	12	Other salaries and wages	•	12
Expenses	13	Interest	•	13
and	14	Taxes	•	14
Disburse-	15	Rents	•	15
ments	16	Depreciation and depletion (See instructions)	•	16
	16	Depreciation and depletion (See instructions)	•	16
	17	Other expenses and disbursements. Attach schedule	•	17
	18	Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9	. .	18

Schedule L		Balance Sheet	Beginning of taxable year			End of taxable year

Assets			(a)	(b)	(c)		(d)

1	Cash	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .					•
2	Net accounts receivable						•
3	Net notes receivable						•
4	Inventories .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .					•
5	Federal and state government obligations						•
6	Investments in other bonds						•
7	Investments in stock						•
8	Mortgage loans						•
9	Other investments. Attach schedule						•
10	. . . . . . . . . . . . . . . . . . . . . . . . .a Depreciable assets
	. . . . . . . . . . . . . . .b Less accumulated depreciation
11	Land	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .					•
12	Other assets. Attach schedule						•
13	Total assets	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Liabilities and net worth
14	Accounts payable						•
15	Contributions, gifts, or grants payable						•
16	Bonds and notes payable						•
17	Mortgages payable						•
18	. . . . . . . . . . . . . . . .Other liabilities. Attach schedule
19	Capital stock or principal fund						•
20	Paid-in or capital surplus. Attach reconciliation						•
21	Retained earnings or income fund						•
22	. . . . . . . . . . . . . . . . . .Total liabilities and net worth
Schedule M-1		Reconciliation of income per books with income per return
		Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $50,000

1 Net income per books . . . . . . . . . . . . . . . . . . . . . . . .

2 Federal income tax . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Excess of capital losses over capital gains . . . . . . . . .

4 Income not recorded on books this year.

Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Expenses recorded on books this year not deducted in this return. Attach schedule . . . . . . . . . .

6 Total. Add line 1 through line 5. . . . . . . . . . . . . . . . . .

•

7Income recorded on books this year

not included in this return. Attach schedule . . •

8Deductions in this return not charged against book income this year.

Attach schedule . . . . . . . . . . . . . . . . . . . . . . . •

9 Total. Add line 7 and line 8 . . . . . . . . . . . . . . .

10 Net income per return.

Subtract line 9 from line 6 . . . . . . . . . . . . . . .

Side 2 Form 199 2020

3652203

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1. The franchise tax board 199 necessitates specific details to be inserted. Be sure that the subsequent fields are completed:

california form 199 conclusion process clarified (part 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Gross sales or receipts from, This line must be completed If the, Cost of goods sold, Under penalties of perjury I, Receipts, and, Revenues, Expenses, Filing Fee, Sign Here, Signature of officer, Preparers signature, Title, Date, and Date with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Cost of goods sold, Preparers signature, and Title of california form 199

3. In this part, look at May the FTB discuss this return, and Form Side. Every one of these have to be filled out with utmost accuracy.

Form Side, Form Side, and May the FTB discuss this return of california form 199

Be very careful when filling in Form Side and Form Side, because this is the part where a lot of people make errors.

4. The subsequent subsection requires your involvement in the subsequent areas: Part II Organizations with gross, regardless of amount of gross, Receipts from Other Sources, Expenses and Disburse ments, Gross sales or receipts from all, Schedule L Balance Sheet Assets, Beginning of taxable year b a, End of taxable year, and Cash. Make sure you enter all of the requested details to go onward.

Filling out section 4 of california form 199

5. This final stage to conclude this PDF form is critical. Ensure you fill out the appropriate blanks, such as Cash, and Reconciliation of income per books, before finalizing. If not, it might end up in a flawed and possibly unacceptable document!

Filling in segment 5 of california form 199

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Form 199 – Fill Out and Use This PDF

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