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  • Public Support Report*

    How to create a report showing Public Support:

    • Get a Public Support Report by going to 990 Report from the Home page
    • Select Support Calculation from the left menu
    • Choose a Division from the drop-down menu (if applicable)
    • Enter the Financial Year
    • Enter the total Trailing Years
    • Enter the Total Support for Part II Line 11 
    • Enter the Percent Exceeded (example: enter 0.02 for 2%)
    • Choose the Submit button to get the detailed results you need to enter into the 990 Report

    You can print or export this report as a CSV by selecting Print Page or Export from the left menu.

     
  • Grantees Exceeding Report

    How to Generate a Grantees Exceeding Report:

    • Go to the Home Page
    • Select 990 Report from the Non-Profit column
    • Choose Grantees from the left side menu
      • Grantees (Orgs) will display the report with only the grantees that are organizations within your site. 
      • Grantees (Individuals) will display the report with only the grantees that are individuals within your site.
    • Choose a Division from the drop-down list (if applicable)
    • Enter the Financial Year you are reporting on
    • Enter an amount in the Total Grants Exceeding box - enter the amount based on the 990 requirements for that tax year
    • Select the Submit button

    The system will generate a report showing you all the Grantees who received grants over the specified amount during the financial year. You will see the name, address, EIN number and the amount given.

    The report will show all external grants by default. Internal grants will not be included, unless an affiliate/supporting organization is created with the Separate Entity checkbox selected. If the Separate Entity checkbox is selected, any internal grants to the affiliate organization's fund will show.

    You can print the page by choosing Print Page from the left or you can Export the data to a spreadsheet by selecting Export from the left side menu.

  • Donations Exceeding Report*

    Use this data to fill out your 990 report.

    • Go to the Home Page
    • Select 990 Report from the Non-Profit column
    • Choose Donors from the left side menu

    • Choose a Division from the drop-down list (if applicable)
    • Enter the Financial Year you are reporting on
    • Enter an amount in the Total Donations Exceeding box  - enter the amount based on the 990 requirements for that tax year - generally $5000 (exclude the $ sign)
    • Select the Submit button

    The system will generate a report showing you all the donors who gave to your foundation in excess of $5000 during the specified financial year. You will see their name, address and amount donated. 

    You can print the page by choosing Print Page from the left or you can Export the data to a spreadsheet by selecting Export from the left side menu.

     
  • 990 Report

    Form 990 or the 990 Report is an annual reporting tax form that federally tax-exempt organizations must file with the IRS. The 990 provides information on the filing organization's mission, programs, and finances. Source: Guidestar[1]

    The reports created in Financials, Reports, and 990 Report provide the information needed to fill out your annual Form 990.

    Listed below are Community Suite's fund accounting features necessary to gather the data you need to complete the form.

    • Foundation Financial information
    • Revenue Breakdown
    • Functional Expenses 
    • Significant donor reports – Donors who gave over $5000 can be pulled from database.
    • Grant reports or Grantees who have received over a specified amount in your financial year.
    • Compensation reports for employees
    To make 990 reporting go smoothly, it is recommended that you set up your chart of accounts to mirror the 990 requirements.