Page Comparison

...

1. Implementation
   
   1. Orientation to resources
      
      1. NetSuite.org Implementation Guide
   2. Homework
2. Training
   
   1. Orientation to resources
      
      1. Grantee Training Resources
   2. Homework
3. Anatomy of the Fundraising Bundle
4. Householding
   
   1. Householding
5. Preparing your 990
   1. Use the UCOA methodology

Grantee Questions

These questions have been submitted in advance 

...

If you run an event and 

How do I prepare my 990?

We recommend you follow the Unified Chart of Accounts (UCOA) methodology (http://nccs.urban.org/projects/ucoa.cfm). UCOA provides an excel file that maps their standard chart of accounts to the 990 line numbers.

1. Each account in the chart of accounts is associated with the appropriate line of the IRS form 990. Create a custom field the account record [view account, click customize, then new field] for the 990 line number. 

...

1. Expose the line number in an income statement or other financial report organized by account.
2. Export report to Excel
3. Total values for each IRS 990 line item using