Group Exemption Application for Inclusion in NCTE's 501(c)(3) Tax-Exempt Group

Units applying for the NCTE Tax-Exempt Group for the first time must fill out and submit this application by the January 30 deadline.

Please type or print clearly. Information below will be provided to the U.S. Internal Revenue Service.

1.  NCTE Unit name (please spell out):

2.  Employer Identification Number for Unit:  If Unit does not have an employer  identification number, Form SS-4 must be included with this application for NCTE to file with the IRS.  See IRS Requirements for Filing Annual Tax Forms or contact Director of Affiliate and Member Services.

3.  Please include the officers with the roles listed below, FOR THE YEAR THE APPLICATION IS DUE. 

Please check ONLY one person to be listed as the principal IRS Contact (only one person in the unit can be the IRS Contact).

Unit President Data as of July 1       _____ IRS Contact (check only one officer per affiliate)

         (If president is the IRS contact, no p.o. box allowed)

         Name:

         Address:

         City:                                          State:                           Zip:

         Home Telephone: (           )

         Office Telephone: (           )

         E-mail:

Unit Treasurer Data as of July 1     _____ IRS Contact (check only one officer per affiliate)

         (If treasurer is the IRS contact, no p.o. box allowed)

         Name:

         Address:

         City:                                                     State:                   Zip:

         Home Telephone: (           )

         Office Telephone: (           )

         E-mail:

Unit Executive Secretary Data as of July 1  ____ IRS Contact (check only one officer per affiliate)

         (If executive secretary is the IRS contact, no p.o. box allowed)

         Name:

         Address:

         City:                                                State:                 Zip:

         Home Telephone: (           ) 

         Office Telephone: (           )

         E-mail:

4.  Please give a detailed description of the purpose(s) of your unit--both described in your Constitution and Bylaws, and elsewhere. Use the exact wording from your Constitution/By-laws. Attach additional pages if necessary.

5.  Please give a detailed description of your unit's past (last three years), present and future activities. Include the specific benefits, services,  publications, and educational activities you have or will provide. (If your unit is just starting or being reorganized, explain what activities will be taken to make it operational.)  Note: This description should be different from #4 above; attach additional pages if necessary.

6.  To the best of your unit's knowledge and belief, is your unit organized and operated exclusively for charitable and educational purposes so that it qualifies as an organization described in the Internal Revenue Code 501(c) (3) and is not a private foundation as defined in Section 509(a) of the Internal Revenue Code?  _____ YES  _____ NO

7.  Has your organization amended its constitution as described in Instructions for Amending your Unit's Constitution/By-laws, "Requirements to be exempt as an organization described in Section 501(c)(3) of the Internal Revenue Code"?  _____ YES  _____ NO

8. Does your unit's accounting year run from July 1 - June 30? 
_____ YES  _____ NO 

9.  Has your unit ever applied for and/or obtained an exemption from federal income tax? _____ YES  _____ NO

Note: If you answered "yes" to question #9, please provide an explanation on a separate sheet of paper along with appropriate documentation (**#9 of Requirements for Initial Inclusion in NCTE'sGroup Exemption Letter).  

10.  By submitting this application, does your unit agree that it will continue to operate in accordance with your stated purposes, and will promptly notify NCTE if your stated purposes change?  _____ YES  _____ NO

11.  By submitting this application, does your unit authorize NCTE to include your unit in NCTE's group exemption letter as a tax exempt organization described in Internal Revenue Code 501(c)(3)? _____ YES  _____ NO

12.  On what date was your unit formed?

13.  I have completed the financial reporting requirements and submitted the Report on IRS  Requirements for Filing Annual Tax Forms and the Financial Report or a copy of my organization's completed tax forms that have been filed with the IRS. _____ YES  _____ NO

14.  I have included the required $30 fee and the Fees Form to process this form (if this is a first time application).  _____ YES  _____ NO

15.  I hereby attest that to the best of my knowledge, information, and belief,  the information set forth above and on the attached sheets is accurate and fairly states the answers and information sought. 

Signature: _________________________   Title:  ___________________

Name of Officer: ____________________   Date:____________________

Send this application and payment by check payable to: The National Council of Teachers of English, Attn: Division Director of Communications and Affiliate Services, 1111 W. Kenyon Rd., Urbana, IL 61801-1096. 

If you have any questions, please call Millie Davis at (800) 369-6283, extension 3634, or e-mail her at .