Illinois Ag990 Form PDF Details

The philanthropic landscape in Illinois is shaped by various legal structures and obligations, among which the Illinois AG990-IL form plays a pivotal role. This form, officially titled the "Illinois Charitable Organization Annual Report," is a comprehensive document designed for charitable organizations within the state to report their annual operations to the Attorney General’s Charitable Trust Bureau. Its revision in January 2019 highlights its importance and the need for up-to-date compliance. The form solicits detailed information about the organization’s financial health, including its assets, liabilities, net assets, and a summary of revenue items and expenditures over the fiscal period. Charities are required to detail their program services, the compensation of their highest-paid employees, and their engagement with professional fundraisers and consultants. Furthermore, the form probes into any legal entanglements or potential conflicts of interest that might affect the organization’s operations or reputation. The necessity of attaching additional documentation, such as copies of the IRS return and audited financial statements, underscores the form’s thoroughness in ensuring transparency and accountability. By requiring a nominal filing fee and imposing penalties for late submissions, the AG990-IL form also emphasizes the state’s commitment to maintaining an organized and reliable charitable sector. This meticulous approach not only aids in the administrative oversight of charitable activities but also fosters a culture of integrity and trustworthiness within Illinois' nonprofit ecosystem.

QuestionAnswer
Form NameIllinois Ag990 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesag990 il due date 2021, charitable organization illinois, ag990 il instructions 2020, illinois form ag 990

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ILLINOIS CHARITABLE ORGANIZATION ANNUAL REPORT

Form AG990-IL

 

Revised 1/19

Attorney General KWAME RAOUL State of Illinois

 

 

 

 

 

 

Charitable Trust Bureau, 100 West Randolph

 

 

 

 

11TH Floor, Chicago, Illinois 60601

CO #

 

 

 

Report for the Fiscal Period:

 

 

 

 

 

 

Check all items attached:

 

 

 

 

 

 

 

Copy of IRS Return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Audited Financial Statements

Beginning

/

/

 

 

Make Checks

 

 

 

 

 

 

 

Payable to

 

 

 

Copy of Form IFC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the Illinois

 

 

 

$15.00 Annual Report Filing Fee

 

 

 

 

 

 

 

 

 

 

 

& Ending

/

/

 

 

Charity

 

 

 

 

 

 

 

Bureau Fund

 

 

 

 

 

$100.00 Late Report Filing Fee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Federal ID #

 

 

MO

DAY

YR

 

 

MO

DAY

YR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date Organization was created:

/

/

 

Are contributions to the organization tax deductible?

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LEGAL

 

 

 

 

 

 

 

Year-end

 

 

 

 

 

 

 

 

 

 

 

 

 

amounts

 

 

 

 

 

 

NAME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A) ASSETS

A) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MAIL

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ADDRESS

 

 

 

 

 

 

 

B) LIABILITIES

B) $

 

 

 

CITY, STATE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C) NET ASSETS

C) $

 

 

 

ZIP CODE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I. SUMMARY OF ALL REVENUE ITEMS DURING THE YEAR:

 

 

 

PERCENTAGE

AMOUNT

 

 

 

D) PUBLIC SUPPORT, CONTRIBUTIONS & PROGRAM SERVICE REV. (GROSS AMTS.)

%

D) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E) GOVERNMENT GRANTS & MEMBERSHIP DUES

 

 

 

 

 

 

 

%

E) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F) OTHER REVENUES

 

 

 

 

 

 

 

%

F) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G) TOTAL REVENUE, INCOME AND CONTRIBUTIONS RECEIVED (ADD D,E, & F)

100%

G) $

 

 

 

II. SUMMARY OF ALL EXPENDITURES DURING THE YEAR:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

H) OPERATING CHARITABLE PROGRAM EXPENSE

 

 

 

 

 

 

 

%

H) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I) EDUCATION PROGRAM SERVICE EXPENSE

 

 

 

 

 

 

 

%

I) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

J) TOTAL CHARITABLE PROGRAM SERVICE EXPENSE (ADD H & I)

 

 

 

 

%

J) $

 

 

 

J1) JOINT COSTS ALLOCATED TO PROGRAM SERVICES (INCLUDED IN J):

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

K) GRANTS TO OTHER CHARITABLE ORGANIZATIONS

 

 

 

 

%

K) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L) TOTAL CHARITABLE PROGRAM SERVICE EXPENDITURE (ADD J & K)

 

 

 

 

 

 

 

 

 

 

 

 

%

L) $

 

 

 

 

M) MANAGEMENT AND GENERAL EXPENSE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

%

M) $

 

 

 

 

N) FUNDRAISING EXPENSE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

%

N) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

O) TOTAL EXPENDITURES THIS PERIOD (ADD L, M, & N)

 

 

 

 

100 %

O) $

 

 

 

III. SUMMARY OF ALL PAID FUNDRAISER AND CONSULTANT ACTIVITIES:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Attach Attorney General Report of Individual Fundraising Campaign- Form IFC. One for each PFR.)

 

 

 

 

 

 

 

PROFESSIONAL FUNDRAISERS:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P) TOTAL AMOUNT RAISED BY PAID PROFESSIONAL FUNDRAISERS

 

 

 

 

100 %

P) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q) TOTAL FUNDRAISERS FEES AND EXPENSES

 

 

 

 

 

 

 

%

Q) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

R) NET RECEIVED BY THE CHARITY (P MINUS Q=R)

 

 

 

 

 

 

 

%

R) $

 

 

 

 

PROFESSIONAL FUNDRAISING CONSULTANTS:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

S) $

 

 

 

 

S) TOTAL AMOUNT PAID TO PROFESSIONAL FUNDRAISING CONSULTANTS

 

 

 

 

 

 

 

IV. COMPENSATION TO THE (3) HIGHEST PAID PERSONS DURING THE YEAR:

 

 

 

 

 

 

 

 

 

 

T) $

 

 

 

 

T) NAME, TITLE:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U) NAME, TITLE:

 

 

 

 

 

 

 

 

U) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

V) NAME, TITLE:

 

 

 

 

 

 

 

 

V) $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

V. CHARITABLE PROGRAM DESCRIPTION:CHARITABLE PROGRAM (3 HIGHEST BY $ EXPENDED) CODE CATEGORIES

List on back side of instructions

 

 

CODE

 

 

 

W) DESCRIPTION:

 

 

 

 

 

 

 

 

W) #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X) DESCRIPTION:

 

 

 

 

 

 

 

 

X) #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Y) DESCRIPTION:

 

 

 

 

 

 

 

 

Y) #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IF THE ANSWER TO ANY OF THE FOLLOWING IS YES, ATTACH A DETAILED EXPLANATION:

YES NO

1. WAS THE ORGANIZATION THE SUBJECT OF ANY COURT ACTION, FINE, PENALTY OR JUDGMENT?

1.

2.HAS THE ORGANIZATION OR A CURRENT DIRECTOR, TRUSTEE, OFFICER OR EMPLOYEE THEREOF, EVER BEEN CONVICTED BY ANY COURT OF ANY MISDEMEANOR INVOLVING THE MISUSE OR

MISAPPROPRIATION OF FUNDS OR ANY FELONY?

2

3.DID THE ORGANIZATION MAKE A GRANT AWARD OR CONTRIBTION TO ANY ORGANIZATION IN WHICH ANY OF ITS OFFICERS, DIRECTORS OR TRUSTEES OWNS AN INTEREST; OR WAS IT A PARTY TO ANY TRANSACTION IN WHICH ANY OF ITS OFFICERS, DIRECTORS OR TRUSTEES HAS A MATERIAL FINANCIAL INTEREST; OR DID

ANY OFFICER, DIRECTOR OR TRUSTEE RECEIVE ANYTHING OF VALUE NOT REPORTED AS COMPENSATION?

3.

4. HAS THE ORGANIZATION INVESTED IN ANY CORPORATE STOCK IN WHICH ANY OFFICER, DIRECTOR OR

 

TRUSTEE OWNS MORE THAN 10% OF THE OUTSTANDING SHARES?

4.

5.IS ANY PROPERTY OF THE ORGANIZATION HELD IN THE NAME OF OR COMMINGLED WITH THE

PROPERTY OF ANY OTHER PERSON OR ORGANIZATION?

 

5.

6. DID THE ORGANIZATION USE THE SERVICES OF A PROFESSIONAL FUNDRAISER?

( ATTACH FORM IFC )

6.

7a. DID THE ORGANIZATION ALLOCATE THE COST OF ANY SOLICITATION, MAILING, ADVERTISEMENT OR

 

LITERATURE COSTS BETWEEN PROGRAM SERVICE AND FUNDRAISING EXPENSES?

 

7.

 

 

7b. IF "YES", ENTER (i) THE AGGREGATE AMOUNT OF THESE JOINT COSTS $

;(ii) THE AMOUNT

ALLOCATED TO PROGRAM SERVICES $

; (iii) THE AMOUNT ALLOCATED TO MANAGEMENT

AND GENERAL $

;AND (iv) THE AMOUNT ALLOCATED TO FUNDRAISING $

 

8. DID THE ORGANIZATION EXPEND ITS RESTRICTED FUNDS FOR PURPOSES OTHER THAN RESTRICTED

 

PURPOSES?

 

 

8.

 

 

 

9. HAS THE ORGANIZATION EVER BEEN REFUSED REGISTRATION OR HAD ITS REGISTRATION OR TAX EXEMPTION

 

SUSPENDED OR REVOKED BY ANY GOVERNMENTAL AGENCY?

 

9.

10. WAS THERE OR DO YOU HAVE ANY KNOWLEDGE OF ANY KICKBACK, BRIBE, OR ANY THEFT, DEFALCATION,

 

MISAPPROPRIATION, COMMINGLING OR MISUSE OF ORGANIZATIONAL FUNDS?

 

10.

11.LIST THE NAME AND ADDRESS OF THE FINANCIAL INSTITUTIONS WHERE THE ORGANIZATION MAINTAINS ITS THREE LARGEST ACCOUNTS:

12.NAME AND TELEPHONE NUMBER OF CONTACT PERSON:

ALL ATTACHMENTS MUST ACCOMPANY THIS REPORT - SEE INSTRUCTIONS

UNDER PENALTY OF PERJURY, I (WE) THE UNDERSIGNED DECLARE AND CERTIFY THAT I (WE) HAVE EXAMINED THIS ANNUAL REPORT AND THE ATTACHED DOCUMENTS, INCLUDING ALL THE SCHEDULES AND STATEMENTS, AND THE FACTS THEREIN STATED ARE TRUE AND COMPLETE AND FILED WITH THE ILLINOIS ATTORNEY GENERAL FOR THE PURPOSE OF HAVING THE PEOPLE OF THE STATE OF ILLINOIS RELY THEREUPON. I HEREBY FURTHER AUTHORIZE AND AGREE TO SUBMIT MYSELF AND THE REGISTRANT HEREBY TO THE JURISDICTION OF THE STATE OF ILLINOIS.

BE SURE TO INCLUDE ALL FEES DUE:

1.)REPORTS ARE DUE WITHIN SIX MONTHS OF YOUR FISCAL YEAR END.

2.)FOR FEES DUE SEE INSTRUCTIONS.

3.)REPORTS THAT ARE LATE OR INCOMPLETE ARE SUBJECT TO A $100.00 PENALTY.

PRESIDENT or TRUSTEE (PRINT NAME)

SIGNATURE

DATE

 

 

 

TREASURER or TRUSTEE (PRINT NAME)

SIGNATURE

DATE

PREPARER (PRINT NAME)

SIGNATURE

DATE

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Stage no. 1 in submitting illinois charitable organization annual report

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CODE, T NAME TITLE, and Y DESCRIPTION inside illinois charitable organization annual report

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