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Welcome!

Obtaining and maintaining 501(c)(3) tax exempt status is crucial to the success of many organizations.  This online training provides the tools and knowledge to help you keep your organization’s exempt status intact. It consists of five interactive courses, which you can take individually and in any order.

Each of the characters profiled in the middle column have a role in leading you through the five courses. They will keep the sessions lively with questions and answers, and challenge your mastery of the subject with games and exercises.
Once you’ve completed each course, be sure to take the evaluation survey, which will enable you to print a certificate of completion for the course. Also, be sure to check out the Resource Library, where you’ll find course descriptions and summaries; a glossary of terms used in the training; and links to each IRS form and publication discussed.

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Meet the Characters

Meet TimTim is treasurer of a charitable organization and prepares its tax forms. He has never worked for an exempt organization before, so he needs help on tax issues and procedures.

Meet EmmaEmma is an employee of a charitable organization. She wears many hats, including fundraising and handling all public inquiries, so she wants to be prepared.

Meet IsabelleIsabelle is an independent contractor who designs websites for exempt organizations.

Meet VernonVernon is retired and volunteers at a charitable organization. He asks a lot of questions because he wants to make sure his organization stays exempt.

Meet the coachCoach is a brilliant, straight-talking IRS agent. He is on hand to give tips and answer questions.

 

Online Training Topics

1Tax-Exempt Status
How can you keep your 501(c)(3) exempt?
approximately 30 minutes

2Unrelated Business
Income

Does your organization generate taxable income?
approximately 30 minutes

3Employment Issues
How should you treat your workers for tax purposes?
approximately 30 minutes

4Form 990
Would you like to file an error-free return?
approximately 60 minutes

5Required Disclosures
To whom do you have to show your records?
approximately 30 minutes