The 990 Report can be sorted by Fund Division. When different formats are needed, you can send a customized list of funds to the 990 report.
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- Navigate to the Reports page.
- Click Create Report in the left-side menu.
- Click the Fund Custom Reports Object.
- Add fields to the report, including Funit Id, and then click Save.
- Funit Id is the ID associated to a fund.
- Adding Funit Id to any custom report enables the following actions in the left-side menu:
- Send to 990 Donor Report
- Send to 990 Grantees Report
- Send to 990 Individuals Report
- Send to 990 Support Calculation
- If necessary, click Filter to further refine the report.
- Click Bulk Actions in the left-side menu, and then click Send to 990 Donor Report, Send to 990 Grantees Report, Send to 990 Individuals Report, or Send to 990 Support Calculation.
- Fill in the applicable fields, and then click Submit.
- Enter the Financial Year.
- If Send to 990 Donor Report, Send to 990 Grantees Report, or Send to 990 Individuals Report were selected, fill in Total Donations Exceeding or Total Grants Exceeding amount.
- If Send to 990 Support Calculations was selected, enter Trailing Years, Total Support Part II Line 11, and Percent Exceed.