What information can I copy from the previous year's 990 return?
The following data will be fetched automatically:
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Organization Mission & Details
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Group Exemption Number
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Accounting Method
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Form of organization
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Tax-Exempt Status
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Previous year revenue and expense summary
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Books are in care of
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Total assets - BOY Values
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Total Liabilities - BOY Values
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Total net assets - BOY Values
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Schedule A - Prior Year Values
You can choose and copy the following data as per your requirements:
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Part III: Statement of Program Service Accomplishments
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Part IV: Checklist of Required Schedules
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Part V: Statements Regarding Other IRS Filings and Tax Compliance
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Part VI: Governance, Management, and Disclosure
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Part VII Section A: Compensation of officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
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