Screening Workshop PowerPoint July 28, 2010

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Screening Workshop PowerPoint July 28, 2010 Powered By Docstoc
					Screening Workshop
   July 28, 2010




                     IRSR0000006674
Health Care
l   Patient Protection and Affordable Care

    Act

l   Health Care and Education

    Reconciliation Act of 2010




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Health Care - Cases
l   High Risk Health Insurance Pools
l   Promoting Uniformity of Standards in

    Electronic Transactions
l   Health Benefit Exchanges




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Health Care - Cases
l   Qualified Non-Profit Health Insurance

    Issuers
l   Community Health Insurance Advisory

    Councils
l   Reinsurance Entities
l   Health Care Sharing Ministries




                                        IRSR0000006677
Health Care - Cases
l   Freestanding Birth Centers
l   Family Planning Services
l   Early Childhood Home Visitation

    Programs




                                       IRSR0000006678
Health Care - Cases
l   Community Health Grant Recipients
l   Key National Indicator System
l   Requirements for Hospitals




                                        IRSR0000006679
Health Care - Cases
l   Multi-State Plans in Exchanges
l   Community Service Centers for

    Pregnant and Parenting Teens




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Health Care - Cases
l   Sick and Accident Benefits Provided to

    Members of a VEBA (Group 7824)
l   Certain Organizations Providing Health

    Insurance




                                         IRSR0000006681
Health Care – New Issue
l   Accountable Care Organizations
l   Provides for additional Medicare

    payments to physician practices based

    on quality of care, cost-effectiveness of

    services, etc.




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27 Month Deadline Cases
l   Form 1023 where organization was

    formed more than 27 months prior to

    filing for exemption
l   Form 1023 Part VII, Item 2 is yes
l   Form 1024 Part I, Item 6 is yes
l   Except - Churches/Church Related Orgs




                                        IRSR0000006683
 Form 1023
Part VII Your History


2 Are you submitting this application more than 27 months

after the end of the month in which you were legally

formed? If “Yes,” complete Schedule E.
Yes No




                                                    IRSR0000006684
Form 1024
6 Did the organization previously apply for recognition

of exemption under this Code section or under any

other section of the Code? Yes No
If “Yes,” attach an explanation.




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27 Month Deadline Cases
l   Forward Case to Group 7822 for

    Secondary Screening
l   Group 7822 conducts IDRS research

    and assigns “T” number if appropriate




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Current Activities
l   Politics




l   Look for names like




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Current Activities
l   Tea Party




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Current Activities
l   Patriots
l   9/12 Project
l   Emerge




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Current Activities
l   Progressive
l   We the People




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Current Activities
l   These organizations may file a Form

    1023 or 1024
l   Most will file as IRC 501(c)(4)




                                           IRSR0000006691
Current Activities
l   Concerns: May be more than 50%

    political, possible PAC (Political Action

    Committee)




                                            IRSR0000006692
Disaster Relief
l   Gulf Coast Oil Spill cases may not

    mention those terms in application
l   Terms may include: bird rescue, turtle

    rescue, tar ball retrieval, etc.




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Disaster Relief
l   Forward cases to Group 7824 through

    Renee/Joan in the Screening Group




                                       IRSR0000006694
POAs to the CAF – Cases in Teds
l   06 Closures Only
l   Other tax forms (990, 941, etc.)




                                       IRSR0000006695
POAs to the CAF – Cases in Teds
l   Print Form 2848
l   Document CCR
l   Place Form 2848 in bin in screening

    area




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Closing Sheet
l   Please do not cover the organization’s

    name or the EDS number or TEDS

    number when attaching the closing sheet




                                         IRSR0000006697
Credit Counseling
l   Prepare credit counseling checksheet

    when “buzz words” are used

l   Revised credit counseling checklist




                                          IRSR0000006698
Tag Cases
l   New Tag List




                   IRSR0000006699

				
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