Frequently Asked Question (FAQ)

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Frequently Asked Question (FAQ)
Have you implemented the Excel Upload feature in the new system?


Yes. We implemented the upload feature on November 6, 2009. You may upload information for the following areas of the form:

Form 990:
  • Part VII, Section A, Line 1 (List of Officers, Directors, Etc)
  • Schedule B, Part I (List of Contributors)
  • Schedule D, Part IX (Other Assets)
  • Schedule F, Part II (Grants to Organizations - Foreign)
  • Schedule F, Part III (Grants to Individuals - Foreign)
  • Schedule I, Part II (Grants to Organizations - US)
  • Schedule I, Part III (Grants to Individuals - US)
  • Schedule J, Part II (Officer Compensation Information)
Form 990-EZ:
  • Form 990-EZ, Part I, Line 8 (Other Revenue)
  • Form 990-EZ, Part I, Line 10 (Grants)
  • Form 990-EZ, Part I, Line 16 (Other Expenses)
  • Form 990-EZ, Part IV (Officers)
  • Schedule B, Part I (List of Contributors)
We will be adding additional items to this list over the next few days. So please check back for updates. If there is a list you would like to see us add, please contact Technical support to let us know.