IRS 990 Report

Stacy Mullins
Stacy Mullins
Seventh Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi All!

I'm new to this position and don't have a roadmap for most things and just came upon a new task that I'd love help with. How do you run your annual 990 report for donors over $5,000? I thought it would be straightforward, but I must be missing something.

If you have a set report, would you mind sharing the parameters? Thanks!

Comments

  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge bbcon 2025 Attendee Badge

    I use a constituent query to gather the records together, then export to pull out what I need to for the 990. I can't get into RE dbview today, but I remember my query as using the summary field to define gift date and gift types and gift amount.

  • Stacy Mullins
    Stacy Mullins
    Seventh Anniversary Facilitator 1

    Thank you, Heather!

  • Therese Morris
    Therese Morris
    Tenth Anniversary Kudos 1 Name Dropper Participant

    We use Reports > Analytical Reports > Top Donors Report. Under the 7: Format tab > Detail you select the top XX donors based on the amount given.

  • Angela Tuttle
    Angela Tuttle
    Ninth Anniversary Kudos 3 Name Dropper Participant

    We also use the Top Donor report that Therese describes.

  • Margaret Whitaker
    Margaret Whitaker
    Tenth Anniversary Facilitator 1

    Our org. produces 990 reports for six foundations that have their own unique 501c3. Due to the complexities Years ago, I built a query that I embed into RE:Export which gives us more flexibility on all the details for each of the markets. My YE reports already have those 5K+ gifts plus mailing info included which removes the necessity to produce a separate 5K+ report every year for the healthcare system's Tax Department.

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