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Available 990 forms

To check applications for completeness or if I have a question or concern, my work flow often involves checking the most recent 990 against information provided in the application form (income, expenses, board size and make up, etc). Unfortunately, while I can do a Charity Check inside of a project, I have to leave the application and exit the project to bring up the 990. Sometimes I am on top of it and open the 990 before I get into the application but usually, I enter the application from the Application Submitted tab on the dashboard which takes me right there. In my continuing efforts to reduce my "clicks" and paging back and forth, is there a way to show the Available 990s tab inside of the project? Thanks!

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Amy Hyfield shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminChris (Admin, Foundant Technologies) commented  ·   ·  Report

    Hi Amy and Chuck,

    Thanks for your responses. We're currently looking at our consumption of the GuideStar and Foundation Center APIs. While this isn't the most pressing development priority we have, I'll make sure we keep this in mind as we evaluate our usage of these APIs and see how we can improve the availability of the 990s.

    Thanks!
    -chris

  • Chuck Hoblitzelle commented  ·   ·  Report

    We'd also like the ability to see the most recent 990 from within the application. It takes quite a bit of clicking to get there now.

  • Amy Hyfield commented  ·   ·  Report

    Chris-
    Thanks for your reply and sorry I have been slow getting back to you.
    1. I think below the GuideStar accordion box makes sense for the "Available 990s" box.
    2. I would say that 9.9 times out of 10 I am interested in the most recent 990, so I would be fine with only seeing that document
    3. I could see it being useful to a board member and staff evaluator, basically anyone who has access to it on the "Organization information" page and who might find it useful in evaluating grant requests.

    Thanks for the consideration. Let me know if you need anything else.
    Amy

  • Chris Dahl commented  ·   ·  Report

    Hi Amy,

    Thanks for the suggestion - we're definitely interested in reducing the amount of "clicking" people do in the day-to-day work. Since what you're asking for is probably not something everyone would necessarily want, I want to get some clarifications.
    Where would you like to see the "Available 990s" accordion box on the project page?Are you only interested in seeing the most recent 990?Do you think only you as the Administrator should see this - or should it be available to Board Members and/or Staff Evaluators?At this point, before we consider slotting it for any release, I'd love to hear thoughts from other users. If we see similar feedback, I think this would be a good candidate for work later this year, after we complete more of the User Interface (UI) work we currently have slotted.

    Hope that makes sense - look forward to additional feedback and/or comments!
    -chris