21 results found

1. 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!

   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… more

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