IRS 990 Grantee Schedule Report
- 19 Sep 2023
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IRS 990 Grantee Schedule Report
- Updated on 19 Sep 2023
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IRS 990 Grantee Schedule Report
This report lists Grantees that require an IRS form 990 with their full address, total Grants, and Program Areas.
NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Grantee Reports > IRS 990 Grantee Schedule.
IRS 990 Grantee Schedule Fields
Field | Description |
|---|---|
Grantee Name | The Grantee’s report name. |
Address 1-2 | The Grantee’s mailing address. |
City, State, Zip | The Grantee’s city, state, and zip code. |
Grants | The total Grant amount the Grantee has received during the selected tax year. |
Program Area | The program area(s) that received the Grants (for example, Health, Education). |
Program | The Program Name from the Grant Application. |
Running the IRS 990 Grantee Schedule Report
1. In the Grantee and Grant Management module, select Reports > Grantee Reports > IRS 990 Grantee Schedule. The Grantee Schedule Selection Criteria window opens.
Grantee Schedule Selection Criteria Window
2. Enter the IRS 990 Year that you want to use as the basis for the report.
3. Enter the IRS Region you want to report on (or report on all regions).
4. If you want to exclude Grantes that are less than a certain amount, enter the desired amount in the Display Grantees with Grant Totals Greater Than or Equal to field.
5. Enter the Date Range that you want to include in the report.
6. Enter the Fund ID range that you want to include in the report. If want to include all Funds, keep the default values in these fields. If you want to report on a single Fund, enter the same Fund ID in both fields.
7. Enter the Fund Code range(s) that you want to include in the report. If you want to include all Funds, keep the default values in these fields. If you want to report on Funds that share a single code, enter the same code in both fields. Available Fund Codes include: Division, Fund Class, Fund Type, and Sub-Type.
8. Click OK.
9. Verify the Send To destination, and then click the Run Report button.
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