The Donations Exceeding Report provides helpful information when completing your 990 Report. Generate the report for a list of donors who gave more than a specified amount.
Generate Report
- Navigate to the 990 Report page and click Donors in the left-side menu.
- Enter the appropriate Donor Report information, and then click Submit.
- Select a Division from the drop-down.
- This feature could be useful if affiliate funds are grouped under separate divisions and reports on the organization or the affiliates are needed.
- Enter the Financial Year for the report.
- Enter the Total Donations Exceeding amount.
- This amount is based on the 990 requirements for the given tax year. It is generally 5000 dollars, but any amount can be entered.
- This amount is based on the 990 requirements for the given tax year. It is generally 5000 dollars, but any amount can be entered.
- Select a Division from the drop-down.
A report listing all the donors who gave in excess of the specified amount during the financial year will be generated. Their donor ID, name, address, and amount donated will be listed.