INSTRUCTIONS: ARIZONA EXEMPT ORGANIZATION ANNUAL INFORMATION RETURN (Form 99)

Exempt organizations operating in Arizona file a form 99 on an annual basis to document their income and related activities. This document can be obtained from the website of the Arizona Department of Revenue.

Arizona Exempt Organization Annual Information Return 99 Step 1: Indicate with a check mark whether you are filing for the calendar year printed on the form or a fiscal year. If the latter, provide its beginning and ending dates.

Arizona Exempt Organization Annual Information Return 99 Step 2: Indicate with a check mark whether you are filing an original or amended return and enter your business telephone number.

Arizona Exempt Organization Annual Information Return 99 Step 3: Enter the business name, street number or PO box, city or town, state, zip code, employer identification number and Arizona transaction privilege tax number.

Arizona Exempt Organization Annual Information Return 99 Step 4: Indicate with a check mark whether this is a first return, or one documenting a change of name or address. If filing under an extension, indicate what kind with a check mark.

Arizona Exempt Organization Annual Information Return 99 Step 5: Enter the date on which Arizona operations began on line A, the nature of your Arizona activities on line B, and indicate the type of federal form filed on line C with a check mark.

Arizona Exempt Organization Annual Information Return 99 Step 6: On lines 1 through 12, document all sources of income as instructed.

Arizona Exempt Organization Annual Information Return 99 Step 7: On lines 13 through 20, document all administrative expenses as instructed.

Arizona Exempt Organization Annual Information Return 99 Step 8: On lines 21 through 26, document all disbursements from current income for the organization's exempt purposes as instructed.

Arizona Exempt Organization Annual Information Return 99 Step 9: On lines 27 through 32, document all disbursements from principal for the organization's exempt purpose as directed.

Arizona Exempt Organization Annual Information Return 99 Step 10: Complete lines 33 through 37 as instructed to document other disbursements, accumulations of income, and to calculate any penalty owed.

Arizona Exempt Organization Annual Information Return 99 Step 11: Document your assets, liabilities and net assets as instructed in Schedule A on the second page. An officer should sign and date the bottom of the second page, as well as providing their title.