Build a Charity Check Report

Build a report to view a summary of which organizations have or have not passed a charity check, as well as determine which organizations have never had a charity check run on them. This is useful for gathering charity check data on all organizations that have applied to a specific process.

1. Build a data set to pull in the appropriate processes, request statuses, and fields.
   
   • Select the Application Submitted, Application Complete, Approval Draft, Approved, and Follow Ups Assigned statuses.
   • Select One Row per Request as the output.
   • Recommended fields to select include the following:
     
     • Organization Name
     • Process Name
     • Charity Check Verification Date
     • Charity Check Publication 78 Date
     • Charity Check Nonprivate Status
     • Charity Check Deductibility Code(s)
2. Click Run New Report.
   
   
   • The report will display one row of data for each included request.
     
     
     • If there is a date for the Charity Check Verification Date field and the Charity Check Publication 78 Date field, the organization passed the charity check.
     • If there is a date for the Charity Check Verification Date field but no date for the Charity Check Publication 78 Date field, this means a charity check was run but there was an issue with the organization's nonprofit status.
     • The Charity Check Verification Date field appears blank in reporting when no charity check has been run and when the organization is not a verified 501(c)(3). To confirm which applies to the organization, click the Charity Check by Candid tab of the organization's summary.
     • If the Charity Check Nonprivate Status field is populated, the organization passed the charity check and is a 501(c)(3) public charity.
3. Common actions taken on charity check reports include the following:
   • Filter the report to only show organizations that have not passed a charity check.
   • Group the report by process.
4. Click Save New Report.