1
FY 2002
EXEMPT ORGANIZATIONS (EO)
IMPLEMENTING GUIDELINES
The Mission of the Exempt Organizations Segment is to provide
Exempt Organizations customers top quality service by helping
them to understand and comply with applicable tax laws, and to
protect the public interest by applying the tax law with integrity
and fairness to all.
October 2001
2
FY 2002
IMPLEMENTING GUIDELINES
TELEPHONE CONTACTS
Questions regarding the Guidelines should be referred to the following individuals as
indicated.
Sanford Ayers, Executive Assistant to the Director
Exempt Organizations
Staff Contact: Margaret Ransom
General Questions
PAC 2C - Account Management and
Assistance-Electronic/Correspondence
Assistance Planning Guidelines
PAC 5A – Unit General Management and
Administration Planning Guidelines
(202)283-2300
(202)283-2300
Joseph Urban, Manager Technical Guidance and Quality
Assurance
PAC 1B - Tax Law Interpretation and Published
Guidance Planning Guidelines
(202)283-2300
Roberta Zarin, Director Customer Education and
Outreach
PAC 1C – Taxpayer Communication and
Education Planning Guidelines
(202)283-2300
Lois Lerner, Director Rulings and Agreements
Staff Contact: Michael Rachael
PAC 1E - Rulings and Agreements Planning
Guidelines
(202)283-2300
(202)283-2300
Rosie C. Johnson, Director Examinations
Staff Contact: Roger Greening
PAC 7G – Tax Reporting-Field Examinations
Planning Guidelines
(214)767-1490
(214)767-1490
Margaret Ransom
Activity Codes and Project Codes
Form 5440 Instructions
(202)283-2300
3
FY 2002
IMPLEMENTING GUIDELINES
TABLE OF CONTENTS
Page
Executive Summary
4
Attachment I – Planning Process
9
Attachment II – PAC 5A – General Management and
Administration
Office of the Director Exempt Organizations