UPDATE: CHANGES TO PENNSYLVANIA CHARITABLE ORGANIZATION FILING REQUIREMENTS | Maillie LLP

UPDATE: CHANGES TO PENNSYLVANIA CHARITABLE ORGANIZATION FILING REQUIREMENTS

Amanda J. Bernard, CPA, CFE, CMA

Principal, Maillie LLP

abernard@maillie.com

As an update to our original announcement about changes made to the Pennsylvania Charitable Organization filing requirements, we are pleased to announce that Pennsylvania has provided additional guidance to clarify the new regulations:

• Organizations receiving less than $100,000 of total annual contributions must submit financial information.  The financial information can be in the form of an internally prepared, compiled, reviewed or audited financial statement. 
• The new filing thresholds will be applied to charitable registration renewals beginning with March 31, 2017 fiscal year ends (registrations due February 15, 2018 with extension) and thereafter and to all new charitable organization registrations for all fiscal year ends filed on or after February 20, 2018.