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Who must file California Exempt Organization Annual Information Return?

In California, tax-exempt organizations must file an annual information return as per California State Statutes. This includes:

  • Organizations granted tax-exempt status by the FTB (Franchise Tax Board)
     
  • Nonexempt charitable trusts described in IRC Section 4947(a)(1)

There are different types of forms available, and the organizations must choose and file the applicable form.

Form Type Applicable to
FTB 199N

Organizations with gross receipts of $50,000 or less

Form 199

Organizations with gross receipts > $50,000 and Private foundations

Form 109 Organizations with Unrelated Business Income of $1000 or more

 

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