IRS 990EZ FORMS
Presented by the Connecticut
Parent Teacher Student Association
 If
your PTA grossed
$50,000 or less than all you
have to do is an e-postcard.
 Go to the following link:
http://epostcard.form990.org
 Whenever you see the
prompt for email, click it.

You need a login ID and password to
electronically file your organization's IRS
Form 990-N (e-Postcard).
Once you have completed the login ID
request process, you will receive an email
containing an activation link. Click on the
link to activate (and use) your login ID.
The e-Postcard website will not recognize
your login ID until you activate it through
the email link.
 Exempt
Organizations: You will
need the organization's employer
identification number (EIN). The EIN
is a 9-digit number with the
following format ( xx-xxxxxxx ).
When you enter the EIN on the next
page, the system will create your
login ID based on the organization's
EIN. The login ID will be the EIN
(without the dash) plus a two digit
number (i.e. xxxxxxxxx01).
Your login ID will never change. If another
user requests a login ID for the same EIN,
the last two digits of his or her login ID
will be different (i.e. xxxxxxxxx02,
xxxxxxxxx03, etc).
 The next page will have the state PTA
name on it: PTSA CONNECTICUT INC
 The next page will ask for the name of
your unit.

There will be two questions to
answer:
1. Did your business gross
$50,000 or less – the answer
will be yes
2. Did the business close – the
answer will be no
For PTAs who
grossed over
$50,000
You will fill out the
990EZ

C – Name of organization
PTSA
CONNECTICUT
INC/
Name of PTA

Number and street
School Address,
Phone Number,
City, State and Zip

D - Employer Identification Number (EIN)
This number is
available from
the state office

F - Group Exemption Number
1319

G – Accounting Method
Cash

H – Check if the organization is not
required to attach Schedule B
Check the box

J – Tax-exempt status
501(c)(3)

Part I
Line 1 = all
income except
for the $5.50
dues that you
send the state

Part I
Line 3 =
Membership dues
collected above
the $5.50

Part I
Line 9 = 1+3

Part I
Line 12 – If you
are paying over
$600 per year in
salaries

Part I
Line 17 = Total
expenses

Part I
Line 18 – Subtract
line 17 from line
9

Part II
Line 22 and line
27 should be the
same

Part III
Advocacy for
Children

Part III
Line 28 -List
enrichment
programs for
children w/# of
children

Part III
Line 29 – Field
trips – List how
many children
impacted

Part III
Line 30 – Family
activities or
provided activities
to enhance school
literacy

Part III
Line 31 – What
ever is left in
your expenses

Part IV
List officers
names,
addresses and
titles. Leave b, c
& d blank

Part V
Lines 33 – 44e
should be no,
unless you have
changed your
bylaws, then 34 is
yes

Part V
Line 41 – Put the
word Exempt on
the line

Part V
Line 42a – This is
last year’s
treasurers name
and address

Part V
Line 42b & c – No
Line 43 – Blank
Line 44 & 45 - No

Part VI
Lines 46 - 49 – No
Line 50 – N/A
Line 51 – N/A
Sign
If
Name
you paid someone
else to prepare the
990, then they sign it.

Schedule A
Name of Organization
PTSA Connecticut,
Inc/Name of your
PTA

Part I
Put a Check in the
box on Line 7

Part II, Section A
Line 1 should equal
line 9 from the 990 EZ
for each year
Line 4 is the total of
lines 1 through 3
from EZ

Part II, Section B
Fill in Line 7 and
Line 11
Make
three copies
Mail one copy to
IRS
Mail one copy to CT
PTSA
Keep one