The 990 Report can be sorted by Fund Division. When you need different formats, you can send a customized list of funds to the 990 report.
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- Navigate to the Reports page.
- In the custom reports section, click [Create] next to the type of report that you want to create.
- Add fields to your report, including Funit Id.
- 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
- Adding Funit ID to any custom report enables the following actions in the left-side menu:
- Filter report to desired criteria.
- Click Send to 990 Donor Report, Send to 990 Grantees Report, Send to 990 Individuals Report, or Send to 990 Support Calculation in the left-side menu.
- Fill in the applicable fields then click Submit.
- Enter the Financial Year.
- If you selected Send to 990 Donor Report, Send to 990 Grantees Report, or Send to 990 Individuals Report, fill in Total Donations Exceeding or Total Grants Exceeding amount.
- If you selected Send to 990 Support Calculations, enter Trailing Years, Total Support Part II Line 11, and Percent Exceed.