Get Ca Ct-tr-1 2017-2026

The CA CT-TR-1 form is essential for charitable organizations in California with annual revenues below $50,000. This guide provides detailed steps to help users complete the form accurately and efficiently in an online format.

Follow the steps to complete your CA CT-TR-1 easily.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Enter the name of the organization in the designated field. Ensure the name matches your organization's official records to avoid processing delays.
3. Input the State Charity Registration Number. If unknown, utilize the CT Number Search on the Attorney General’s website or leave it blank for registry staff to fill.
4. Fill in the organization’s address, including street name, city or town, state, and ZIP Code. Ensure accuracy to facilitate any correspondence.
5. Provide the Federal Employer Identification Number. This is a nine-digit number assigned by the Internal Revenue Service to identify your organization.
6. Complete the accounting period section by entering the beginning and ending dates of your organization’s most recent fiscal year.
7. In the balance sheet section, report assets including cash, savings, investments, and real property, ensuring you provide accurate monetary values.
8. Detail liabilities such as accounts payable and any other outstanding obligations in the respective fields on the form.
9. Proceed to the revenue statement section and enter total amounts for cash contributions, noncash contributions, program revenue, and other revenue sources.
10. List all expenses, providing amounts for each relevant category, including compensation for officers and staff, fundraising expenses, and other operational costs.
11. Review all entered information for accuracy and completeness before finalizing.
12. Once satisfied, save changes, then download, print, or share the completed form as necessary.

Complete your CA CT-TR-1 online to ensure compliance and support the transparency of your organization.