Completed Exemption Request form (Form SS-6042)

The Exemption Request may be filed online or by paper.

Completed a Quarterly Financial Report or Summary of Financial Activities Form.
  • A newly registered organization in its first year of operation must complete a quarterly financial report at the end of each quarter of its current fiscal year. The report is due within thirty (30) days of the end of each quarter.
  • Complete the Summary of Financial Activities form with financial information from the most recently completed accounting year.
    • The form must be signed by two authorized officers, one of whom shall be the Chief Fiscal Officer.
  • The Quarterly Financial Report form and the Summary of Financial Activities form can be found on our Charity Forms page.
Attach the IRS form 990, 990EZ, or 990N for the most recently completed accounting year, if the organization is required to file a 990
A copy of governing documents (Articles of Incorporation, By-laws, etc. are required on first filing
A copy of any amendments to the governing document since the last filing are required.
A copy of the IRS determination letter granting tax-exempt status or application for tax-exempt status are required, if applicable and/or not previously filed.