NonprofitFilingData Object Reference

The NonprofitFilingData object contains comprehensive information required for nonprofit renewal filing across all states. This reference provides details for all fields in the object, including their types, descriptions, and available options.

General information
Organization information
Addresses
Organization contacts
Extra details
Financial information
Compliance and legal history
Officers, directors, trustees and responsible parties
List of banks
List of accountants
Other grants
Documents
Instructions for this section
Government grants
California
Florida
Massachusetts
Michigan
Minnesota
Mississippi
Nevada
New Hampshire
New York
North Dakota
Ohio
Oregon
Viriginia
Washington
West Virginia
Agreements active last year
Agreements active this year
General 990 Information
990 Part I
990 Part VII
990 Part VIII
990 Part IX
990 Part XI
Professional fundraising
990 5 highest paid employees
Law firm contact information
Field Types Reference

General information

Field	Type	Description	Options
`organization_name`	text	Organization name.
`dba`	text	Optional: Registered DBA / trade name (only if organization operates under a different name).
`other_names`	text	Optional: Other unregistered DBAs / names used.
`former_names`	text	Optional: Former operating names (only if previously used).
`ein`	text	Employer Identification Number (EIN); should match IRS-issued documents.
`ntee_code`	text	NTEE classification code.
`nonprofit_phone`	text	Organization phone number.
`nonprofit_fax`	text	Organization fax number.
`nonprofit_email`	text	Organization email address.
`nonprofit_website`	text	Organization website URL.
`irs_tax_exempt_status`	enum	IRS tax-exempt status.	`501(c)(3)`, `501(c)(4)`, `501(c)(4) self-declared`, `501(c)(5)`, `501(c)(6)`, `501(c)(19)`
`tax_deductible`	boolean	Are donations to the organization tax deductible?
`irs_application`	boolean	IRS application present / provided (as a yes/no).
`applied_for_tax_exempt_status`	boolean	Has the organization applied for tax-exempt status?
`irs_application_date`	date	Date Form 1023/1024 was filed with the IRS.
`irc_date`	date	IRS Determination Letter issue/stamped date.
`irs_determination_effective_date`	date	IRS Determination Letter effective date.
`tax_exempt_status_denied_revoked_modified`	boolean	Has tax-exempt status ever been denied, revoked, or modified?
`tax_exempt_status_denied`	boolean	Was tax-exempt status denied? (Shown if `tax_exempt_status_denied_revoked_modified` is true.)
`tax_exempt_status_denied_date`	date	Date of denial. (Shown if `tax_exempt_status_denied` is true.)
`tax_exempt_status_revoked`	boolean	Was tax-exempt status revoked? (Shown if `tax_exempt_status_denied_revoked_modified` is true.)
`tax_exempt_status_revoked_date`	date	Date of revocation. (Shown if `tax_exempt_status_revoked` is true.)
`tax_exempt_status_modified`	boolean	Was tax-exempt status modified? (Shown if `tax_exempt_status_denied_revoked_modified` is true.)
`tax_exempt_status_modified_date`	date	Date of modification. (Shown if `tax_exempt_status_modified` is true.)

Organization information

Field	Type	Description	Options
`organization_type`	enum	Legal/organizational type.	`Association`, `Charter`, `Corporation`, `Federally Chartered`, `LLC`, `Trust`, `Unincorporated Association`
`city_established_in`	text	City of formation.
`state_established_in`	state	State of formation (supports “Other”).
`state_established_in_other`	text	Specify formation location when `state_established_in` is `Other`.
`date_established`	date	Date of formation.
`nonprofit_purpose`	textarea	Statement of charitable purpose and program service accomplishment.
`nonprofit_programs_description`	textarea	Description of programs.
`org_shares_revenue`	boolean	Does the org share contributions/revenue with another nonprofit corp or unincorporated association?
`org_shares_revenue_explanation`	text	Explain revenue sharing. (Shown if `org_shares_revenue` is true.)
`org_shares_governance`	boolean	Does the org share formal governance with another nonprofit corp or unincorporated association?
`org_shares_governance_explanation`	text	Explain governance sharing. (Shown if `org_shares_governance` is true.)

Addresses

Field	Type	Description	Options
`nonprofit_address`	address	Physical organization address.
`nonprofit_mailing_address`	address	Mailing address (where mail is received).
`financial_records_address`	address	Address where financial records are held.
`chapters_branches_affiliates`	array	List of chapters/branches/affiliates by state.	Array item fields below

`chapters_branches_affiliates[]` item fields

Field	Type	Description	Options
`state`	enum	State/territory where the chapter/branch/affiliate operates (or `N/A`).	`Alabama`, `Alaska`, `American Samoa`, `Arizona`, `Arkansas`, `California`, `Colorado`, `Connecticut`, `Delaware`, `District of Columbia`, `Florida`, `Georgia`, `Guam`, `Hawaii`, `Idaho`, `Illinois`, `Indiana`, `Iowa`, `Kansas`, `Kentucky`, `Louisiana`, `Maine`, `Maryland`, `Massachusetts`, `Michigan`, `Minnesota`, `Mississippi`, `Missouri`, `Montana`, `N. Mariana Islands`, `Nebraska`, `Nevada`, `New Hampshire`, `New Jersey`, `New Mexico`, `New York`, `North Carolina`, `North Dakota`, `Ohio`, `Oklahoma`, `Oregon`, `Pennsylvania`, `Puerto Rico`, `Rhode Island`, `South Carolina`, `South Dakota`, `Tennessee`, `Texas`, `Utah`, `Vermont`, `Virgin Islands`, `Virginia`, `Washington`, `West Virginia`, `Wisconsin`, `Wyoming`, `N/A`
`type`	enum	Relationship type.	`Office`, `Chapter`, `Branch`, `Affiliate`
`chapter_name`	text	Name of the chapter/branch/affiliate.
`ein`	text	EIN for the chapter/branch/affiliate.
`address`	address	Physical address.
`mailing_address`	address	Mailing address.
`chapter_phone`	text	Phone number.
`chapter_fax`	text	Fax number.
`chapter_email`	text	Email address.
`chapter_website`	text	Website URL.
`contact_first_name`	text	Primary contact first name.
`contact_last_name`	text	Primary contact last name.

Organization contacts

Field	Type	Description	Options
`signatory_first_name`	text	Authorized Officer (President) first name.
`signatory_middle_name`	text	Authorized Officer middle name/initial.
`signatory_last_name`	text	Authorized Officer last name.
`signatory_title`	text	Authorized Officer title.
`signatory_email`	text	Authorized Officer email.
`signatory_position`	enum	Whether this signatory is primary or secondary.	`Primary Signatory`, `Secondary Signatory`
`second_signatory_first_name`	text	CFO/Treasurer first name.
`second_signatory_middle_name`	text	CFO/Treasurer middle name/initial.
`second_signatory_last_name`	text	CFO/Treasurer last name.
`second_signatory_title`	text	CFO/Treasurer title.
`second_signatory_email`	text	CFO/Treasurer email.
`second_signatory_position`	enum	Whether this signatory is primary or secondary.	`Primary Signatory`, `Secondary Signatory`
`organization_contact_first_name`	text	Organization contact first name.
`organization_contact_middle_name`	text	Organization contact middle name/initial.
`organization_contact_last_name`	text	Organization contact last name.
`organization_contact_title`	text	Organization contact title.
`organization_contact_email`	text	Organization contact email.
`organization_contact_phone`	text	Organization contact phone number.

Extra details

Field	Type	Description	Options
`fundraising_methods`	multi_enum	Methods of fundraising used.	`Corporate solicitation`, `Door to door`, `Email`, `Grants`, `Mail`, `Newspapers/magazines`, `Online marketing`, `Personal solicitation`, `Phone`, `Text Messages`, `Radio/TV`, `Special events`, `Website`, `Other`
`fundraising_methods_other`	text	If “Other” fundraising method selected, specify. (Shown when `fundraising_methods` includes “Other”.)
`states_registered_in`	multi_state	States where the organization is registered.
`professional_fundraising_counsel`	boolean	Does the org use a professional fundraising counsel (FRC)?
`professional_fundraisers`	boolean	Does the org use a professional fundraiser/solicitor (PFR)?
`commercial_co_ventures`	boolean	Does the org use commercial co-venturers (CCV)?
`federated_nonprofit`	boolean	Is the org a federated nonprofit?
`compensated_members_for_fundraising`	boolean	Are fundraising activities carried on by any compensated volunteers/members/officers?
`org_funds_for_penalties`	boolean	Were organization funds used to pay penalties/fines/judgments?
`independent_audit`	boolean	Did the org conduct an independent audit and prepare audited GAAP financials for the period?
`restricted_net_assets`	boolean	Did the org hold restricted net assets while reporting negative unrestricted net assets?
`financial_transactions_with_interest`	boolean	Were there contracts/loans/leases/transactions with an officer/director/trustee or an entity where they had a financial interest?
`financial_transactions_with_interest_explanation`	text	Explain those financial transactions. (Shown if `financial_transactions_with_interest` is true.)
`conflict_of_interest_policy`	boolean	Does the organization have a conflict-of-interest policy?

Financial information

Field	Type	Description	Options
`percent_fund`	text	Percent fund (free-form).
`percent_fund_managed`	text	Percent fund managed (free-form).

Compliance and legal history

Field	Type	Description	Options
`state_agency_agreement`	boolean	Voluntary compliance agreement with a government agency / case before court or administrative agency?
`state_agency_agreement_since_last_filing`	boolean	If yes, did it occur since the last filing? (Shown if `state_agency_agreement` is true.)
`state_agency_agreement_explanation`	text	Explain the agreement. (Shown if `state_agency_agreement` is true.)
`subjected_to_proceeding`	boolean	Subject of any proceeding regarding solicitation or registration?
`subjected_to_proceeding_since_last_filing`	boolean	If yes, did it occur since the last filing? (Shown if `subjected_to_proceeding` is true.)
`subjected_to_proceeding_explanation`	textarea	Explain the proceeding. (Shown if `subjected_to_proceeding` is true.)
`denied_or_revoked`	boolean	Has registration been denied or revoked?
`denied_or_revoked_since_last_filing`	boolean	If yes, did it occur since the last filing? (Shown if `denied_or_revoked` is true.)
`denied_or_revoked_explanation`	text	Explain denial/revocation. (Shown if `denied_or_revoked` is true.)
`enjoined_by_court`	boolean	Enjoined or otherwise prohibited by a government agency/court from soliciting?
`enjoined_by_court_since_last_filing`	boolean	If yes, did it occur since the last filing? (Shown if `enjoined_by_court` is true.)
`enjoined_by_court_explanation`	text	Explain injunction/prohibition. (Shown if `enjoined_by_court` is true.)
`convicted_of_felony`	boolean	Any officers/directors/employees convicted of a misdemeanor or felony?
`convicted_of_felony_since_last_filing`	boolean	If yes, did it occur since the last filing? (Shown if `convicted_of_felony` is true.)
`convicted_of_felony_explanation`	text	Explain conviction details. (Shown if `convicted_of_felony` is true.)
`organization_felony_court_disposition`	file	Upload court disposition. (Shown if `convicted_of_felony` is true.)
`convicted_of_crime_employee`	boolean	Any officers/directors/trustees/employees convicted/pled/etc. to listed crimes (fraud/theft/etc.) within last 10 years (incl. incarceration)?
`convicted_of_crime_employee_explanation`	text	Explain employee crime details. (Shown if `convicted_of_crime_employee` is true.)
`employee_crime_court_disposition`	file	Upload court disposition. (Shown if `convicted_of_crime_employee` is true.)
`cease_and_desist`	boolean	Cease and desist order issued/received from a governmental authority?
`cease_and_desist_explanation`	text	Explain cease and desist. (Shown if `cease_and_desist` is true.)
`related_officers_internal`	boolean	Any officers/directors/trustees/employees related by blood/marriage/adoption to each other?
`related_officers_internal_explanation`	text	Explain internal relationships. (Shown if `related_officers_internal` is true.)
`related_officers_fundraiser`	boolean	Any officers/directors/trustees/employees related to officers/agents/employees of any contracted professional fundraiser?
`related_officers_fundraiser_explanation`	text	Explain fundraiser relationships. (Shown if `related_officers_fundraiser` is true.)
`related_officers_vendor`	boolean	Any officers/directors/trustees/employees related to a supplier/vendor providing goods/services?
`related_officers_vendor_explanation`	text	Explain vendor relationships. (Shown if `related_officers_vendor` is true.)
`unlawful_practices_final_judgement`	boolean	Final judgment finding unlawful practices regarding solicitation/admin of charitable assets (any director/officer/etc.)?
`unlawful_practices_final_judgement_explanation`	text	Explain unlawful practices judgment. (Shown if `unlawful_practices_final_judgement` is true.)
`org_invested_in_corporate_stock`	boolean	Invested in corporate stock where an officer/director/trustee owns >10% outstanding shares?
`org_invested_in_corporate_stock_explanation`	text	Explain corporate stock investment. (Shown if `org_invested_in_corporate_stock` is true.)
`property_held_in_name_of_person_org`	boolean	Any organization property held in name of / commingled with another person/organization?
`property_held_in_name_of_person_org_explanation`	text	Explain commingled/held property. (Shown if `property_held_in_name_of_person_org` is true.)
`financial_interest_with_vendor`	boolean	Do key people have a financial interest in activities of contracted fundraising counsel/paid fundraiser or supplier/vendor?
`financial_interest_with_vendor_explanation`	text	Explain that financial interest. (Shown if `financial_interest_with_vendor` is true.)
`misc_questions`	array	Miscellaneous Q&A entries (free-form).	Array item fields below

`misc_questions[]` item fields

Field	Type	Description
`question`	text	The question text.
`response`	text	The response/answer.
`states`	multi_state	States the Q&A applies to.

Officers, directors, trustees and responsible parties

Field	Type	Description	Options
`board_members`	array	Officers/directors/trustees/responsible parties list. Includes responsibilities like custody of funds/records, fundraising, distributions, signing checks.	Array item fields below

`board_members[]` item fields

Field	Type	Description	Options
`first_name`	text	First name.
`middle_name`	text	Middle name/initial (optional).
`last_name`	text	Last name.
`title`	text	Title (e.g., President, Director).
`position`	multi_enum	Role category.	`Officer`, `Director`, `Trustee`
`responsible_for_custody_of`	multi_enum	Responsibilities held by the individual.	`Custody of funds`, `Custody of records`, `Responsible for fundraising`, `Responsible for distribution of funds`, `Responsible for signing checks`
`address`	address	Address
`phone`	text_with_default	Phone
`email`	text	Email address.
`salary`	amount	Salary/compensation amount.
`hours`	text	Hours per week.

List of banks

Field	Type	Description	Options
`banks`	array	Bank list for the organization.	Array item fields below

`banks[]` item fields

Field	Type	Description
`name`	text	Bank name.
`address`	address	Bank address.
`bank_account_number`	text	Bank account number.
`bank_phone`	text	Bank phone number.

List of accountants

Field	Type	Description	Options
`accountants`	array	Accounting firms used by the organization.	Array item fields below
`auditor_first_name`	text	First name of the individual who prepared audited financial statements.
`auditor_last_name`	text	Last name of the individual who prepared audited financial statements.
`auditor_title`	text	Title of the individual who prepared audited financial statements.

`accountants[]` item fields

Field	Type	Description	Options
`name`	text	Firm name.
`address`	address	Firm address.

Other grants

Field	Type	Description	Options
`nonprofit_grants`	boolean	Does the organization receive financial support from other nonprofits (foundations/public charities/combined campaigns/etc.)?
`nonprofit_grant_amount`	amount	Amount received from other nonprofits. (Shown if `nonprofit_grants` is true.)

Documents

Field	Type	Description
`avc`	file	Upload Assurance of Voluntary Compliance (AVC). (Shown if `state_agency_agreement` is true.)
`articles_of_incorp_updated`	boolean	Updated Articles of Incorporation in past fiscal year?
`articles_of_incorp`	file	Upload updated Articles of Incorporation. (Shown if `articles_of_incorp_updated` is true.)
`by_laws_updated`	boolean	Updated by-laws in past fiscal year?
`by_laws`	file	Upload updated by-laws. (Shown if `by_laws_updated` is true.)
`irs_letter_updated`	boolean	Updated IRS Determination Letter in past fiscal year?
`irs_letter`	file	Upload updated IRS Determination Letter. (Shown if `irs_letter_updated` is true.)
`990_form_updated`	boolean	Does your organization have a completed 990 Form?
`990_form`	file	Upload updated copy of the organization’s 990 Form. (Shown if `990_form_updated` is true.)

Instructions for this section

Field	Type	Description	Options
`fyb`	date	Fiscal Year Begin (start date).
`fye`	date	Fiscal Year End (end date). Also triggers recalculation of `fyb` via `calculate_fiscal_year_start` on change.

Government grants

Field	Type	Description	Options
`receives_government_grants`	boolean	Has your organization received government grants?
`government_grants`	array	Government grant entries; sum should match IRS Form 990 Part VIII Line 1E. (Shown if `receives_government_grants` is true.)	Array item fields below

`government_grants[]` item fields

Field	Type	Description
`name`	text	Grant name.
`agency`	text	Granting agency.
`amount`	amount	Grant amount.

California

Field	Type	Description
`california_raffles`	boolean	Did the organization conduct raffles in California?
`california_raffles_docs`	file	Upload details of each raffle. (Shown if `california_raffles` is true.)
`california_raffles_details`	textarea	Or manually enter raffle details. (Shown if `california_raffles` is true.)
`california_car_donation`	boolean	Does the organization have a car donation program managed by a paid fundraiser or vendor?
`california_car_donation_docs`	file	Upload car donation program details. (Shown if `california_car_donation` is true.)
`california_car_donation_details`	textarea	Or manually enter car donation program details. (Shown if `california_car_donation` is true.)
`california_lobbying`	boolean	Does the organization participate in lobbying activities?
`california_lobbying_docs`	file	Upload lobbying details. (Shown if `california_lobbying` is true.)
`california_lobbying_details`	textarea	Or manually enter lobbying details. (Shown if `california_lobbying` is true.)

Florida

Field	Type	Description
`dbas_with_florida`	boolean	Are DBAs registered with the state of Florida?
`convicted_of_crime`	boolean	Has the charitable organization been convicted/pled/etc. to listed crimes (fraud/theft/etc.) within last 10 years (incl. incarceration)?
`convicted_of_crime_explanation`	text	Explain conviction details. (Shown if `convicted_of_crime` is true.)
`organization_crime_court_disposition`	file	Upload court disposition. (Shown if `convicted_of_crime` is true.)

Massachusetts

Field	Type	Description	Options
`massachusetts_engage_date`	date	When the organization first engaged in charitable work in Massachusetts.
`donor_restricted_funds_removed`	boolean	Were any restrictions removed from donor-restricted funds during the year?
`donor_restricted_funds_removed_explanation`	textarea	Explain restriction removal. (Shown if `donor_restricted_funds_removed` is true.)
`donor_restricted_funds_loaned`	boolean	Were donor-restricted funds loaned to unrestricted funds?
`donor_restricted_funds_loaned_explanation`	textarea	Explain the loan. (Shown if `donor_restricted_funds_loaned` is true.)
`transfer_to_related_party`	boolean	Payments/transfers under a termination/change-of-control compensatory arrangement with related parties (per provided definition)?
`transfer_to_related_party_explanation`	textarea	Explain transfer/payment. (Shown if `transfer_to_related_party` is true.)
`agreement_with_related_party`	boolean	Has a termination/change-of-control compensatory arrangement with a related party (per definition)?
`agreement_with_related_party_explanation`	textarea	Explain the arrangement. (Shown if `agreement_with_related_party` is true.)
`sold_or_transferred_assets`	boolean	Sold/transferred/purchased/exchanged assets with a related party (per definition)?
`sold_or_transferred_assets_explanation`	textarea	Explain the transaction. (Shown if `sold_or_transferred_assets` is true.)
`leased_assets_to_or_from_related_party`	boolean	Leased assets to/from a related party (per definition)?
`leased_assets_to_or_from_related_party_explanation`	textarea	Explain the lease. (Shown if `leased_assets_to_or_from_related_party` is true.)
`indebted_to_related_party`	boolean	Has the organization been indebted to a related party (per definition)?
`indebted_to_related_party_explanation`	textarea	Explain the indebtedness. (Shown if `indebted_to_related_party` is true.)
`investment_in_related_party`	boolean	Made/held an investment in a related party (per definition)?
`investment_in_related_party_explanation`	textarea	Explain the investment. (Shown if `investment_in_related_party` is true.)
`furnished_goods_to_related_party`	boolean	Furnished goods/services/facilities to a related party (per definition)?
`furnished_goods_to_related_party_explanation`	textarea	Explain what was furnished. (Shown if `furnished_goods_to_related_party` is true.)
`acquired_goods_from_RP_compensation`	boolean	Acquired goods/services/facilities from a related party who received compensation/value in return?
`acquired_goods_from_RP_compensation_explanation`	textarea	Explain acquisition/compensation. (Shown if `acquired_goods_from_RP_compensation` is true.)
`paid_wages_to_related_party`	boolean	Paid/obligated to pay wages/salary/comp to a related party?
`paid_wages_to_related_party_explanation`	textarea	Explain wages/comp details. (Shown if `paid_wages_to_related_party` is true.)
`transferred_income_to_for_use_by_RP`	boolean	Transferred income/assets to or for use by a related party?
`transferred_income_to_for_use_by_RP_explanation`	textarea	Explain transfer. (Shown if `transferred_income_to_for_use_by_RP` is true.)
`org_party_to_transaction_w_fin_interest`	boolean	Any transaction where officers/directors/trustees had a material financial interest, or received value not reported as compensation?
`org_party_to_transaction_w_fin_interest_explanation`	textarea	Explain the financial-interest transaction. (Shown if `org_party_to_transaction_w_fin_interest` is true.)
`org_make_grant_award_contribution`	boolean	Grant/contribution to another org where any officer/director/trustee has a relationship?
`org_make_grant_award_contribution_explanation`	textarea	Explain the grant/contribution. (Shown if `org_make_grant_award_contribution` is true.)
`related_organizations_condition`	boolean	Was your organization related to any other organization(s) during the reporting year?
`related_organizations`	array	Related organizations list. (Shown if `related_organizations_condition` is true.)	Array item fields below
`officer_compensations`	array	Compensation details for chief executive + top 4 others across related org system. (Shown if `related_organizations_condition` is true.)	Array item fields below
`asset_and_compensation_excluded`	boolean	Is asset/comp info excluded for certain orgs per instructions?

`related_organizations[]` item fields

Field	Type	Description
`name`	text	Related organization name.
`primary_purpose`	textarea	Primary purpose / activity.
`fye`	date	Fiscal year end date.
`donor_restricted_funds_less_liabilities`	amount	Donor restricted funds minus liabilities.
`third_party_restricted_funds_less_liabilities`	amount	Third-party restricted funds minus liabilities.
`unrestricted_funds_less_liabilities`	amount	Unrestricted funds minus liabilities.
`total_net_assets`	amount	Total net assets (A+B+C).

`officer_compensations[]` item fields

Field	Type	Description
`name`	text	Individual name.
`title`	text	Individual title.
`income_source`	text	Source of income.
`salary_and_other_income`	amount	Salary and other income.
`benefits_plan`	amount	Benefits plan amount.
`other_compensation`	amount	Other compensation.

Michigan

Field	Type	Description	Options
`michigan_registered_agent`	text	Name of registered agent (or registered agent company) physically located in Michigan.
`michigan_registered_agent_address`	address	Registered agent address.

Minnesota

Field	Type	Description	Options
`minnesota_contributions`	amount	Total contributions received from Minnesota donors.

Mississippi

Field	Type	Description
`mississippi_board_member_contact_first_name`	text	Board member/officer contact first name.
`mississippi_board_member_contact_middle_name`	text	Board member/officer contact middle name/initial.
`mississippi_board_member_contact_last_name`	text	Board member/officer contact last name.
`mississippi_board_member_contact_title`	text	Board member/officer contact title.
`mississippi_board_member_contact_email`	text	Board member/officer contact email.
`mississippi_board_member_contact_phone`	text	Board member/officer contact phone.
`mississippi_board_member_contact_address`	address	Board member/officer contact address.
`mississippi_board_member_contact_2_first_name`	text	Alternate board member contact first name.
`mississippi_board_member_contact_2_middle_name`	text	Alternate board member contact middle name/initial.
`mississippi_board_member_contact_2_last_name`	text	Alternate board member contact last name.
`mississippi_board_member_contact_2_title`	text	Alternate board member contact title.
`mississippi_board_member_contact_2_email`	text	Alternate board member contact email.
`mississippi_board_member_contact_2_phone`	text	Alternate board member contact phone.
`mississippi_board_member_contact_2_address`	address	Alternate board member contact address.
`total_joint_costs`	amount	Total joint costs from a combined educational campaign and fundraising solicitation.
`program_services_joint_costs`	amount	Program services joint costs portion.
`fundraising_joint_costs`	amount	Fundraising joint costs portion.
`management_and_general_joint_costs`	amount	Management and general joint costs portion.

Nevada

Field	Type	Description	Options
`executive_personnel`	array	Executive personnel list (per provided definition/tests).	Array item fields below

`executive_personnel[]` item fields

Field	Type	Description
`first_name`	text	First name.
`last_name`	text	Last name.
`title`	text	Title.
`address`	address	Address.

New Hampshire

Field	Type	Description	Options
`new_hampshire_circuit_court`	boolean	Does the org file an accounting with the NH Circuit Court (Probate Division)?
`charitable_gift_annuities`	boolean	Does the org issue/offer charitable gift annuities in New Hampshire?

New York

Field	Type	Description
`new_york_contributions`	amount	Total contributions received from New York donors.
`new_york_office`	boolean	Does the org have an office or employee located in New York?
`new_york_assets_boolean`	boolean	Does the org have assets located in New York?
`new_york_assets`	amount	Total assets located in New York. (Shown if `new_york_assets_boolean` is true.)

North Dakota

Field	Type	Description	Options
`north_dakota_revenue`	amount	Total revenue raised in North Dakota.
`north_dakota_disbursed`	amount	Total amount disbursed within North Dakota.

Ohio

Field	Type	Description	Options
`assets_in_ohio`	boolean	Does the organization have assets in Ohio?
`services_in_ohio`	boolean	Does the organization conduct program services in Ohio?
`ohio_entity_number`	text	Ohio Secretary of State entity number.
`ohio_bingo`	boolean	Did the org play bingo during this reporting period?
`bingo_license_number`	text	Bingo license number. (Shown if `ohio_bingo` is true.)
`disposed_of_assets`	boolean	Disposed of 50%+ of total assets in past year (sale/lease/exchange/transfer/etc.)?
`disposed_of_assets_explanation`	text	Explain asset disposal. (Shown if `disposed_of_assets` is true.)
`diversion_of_assets`	boolean	Significant diversion of assets due to theft/fraud/similar event?
`diversion_of_assets_explanation`	text	Explain diversion of assets. (Shown if `diversion_of_assets` is true.)
`solicitation_year_round`	boolean	Will solicitation be conducted year-round?
`solicitation_year_round_explanation`	text	Provide “from/to” solicitation dates when not year-round. (Shown when `solicitation_year_round` is false.)
`solicitation_in_all_counties_ohio`	boolean	Will solicitation be conducted in all Ohio counties?
`solicitation_counties_ohio`	multi_enum	Counties where solicitation will be conducted when not all counties. (Shown when `solicitation_in_all_counties_ohio` is false.)	(Full county list as in YAML)
`authorized_by_other_authority_ohio`	boolean	Registered/authorized to solicit in Ohio by any authority other than the AG’s office?
`authorized_by_other_authority_ohio_explanation`	text	Explain other authorization. (Shown if `authorized_by_other_authority_ohio` is true.)
`ohio_contributions`	amount	Total contributions received from Ohio donors.
`ohio_distributions`	amount	Total distributions to Ohio residents.
`solicitation_contract_unfulfilled`	boolean	If a professional solicitor was used, did you not receive the guaranteed amount from the solicitation contract?
`solicitation_contract_unfulfilled_explanation`	text	Explain unfulfilled contract amount. (Shown if `solicitation_contract_unfulfilled` is true.)
`ohio_board_meetings`	text	Total number of board meetings in the past fiscal year.
`loans_with_staff_ohio`	boolean	Any secured/unsecured loans to or from board members or staff during preceding fiscal year?
`loans_with_staff_ohio_explanation`	text	Explain loans. (Shown if `loans_with_staff_ohio` is true.)
`large_transactions_ohio`	boolean	Any transactions over $5,000 with related parties (excluding salaries/paid staff)?
`large_transactions_ohio_explanation`	text	Explain large transactions. (Shown if `large_transactions_ohio` is true.)

Oregon

Field	Type	Description
`oregon_revenue`	amount	Total revenue from Oregon exclusively.
`oregon_assets`	amount	Total assets located in Oregon.
`oregon_net_fixed_assets`	amount	Net fixed assets used to conduct charitable activities in Oregon (enter 0 if unknown).

Viriginia

Field	Type	Description	Options
`virginia_ffo_name`	text	Name of Federated Fundraising Organization (FFO).

Washington

Field	Type	Description	Options
`washington_employees_names`	array	3 employees receiving the greatest compensation in the current fiscal year.	Array item fields below

`washington_employees_names[]` item fields

Field	Type	Description
`first_name`	text	First name.
`last_name`	text	Last name.
`title`	text	Title.

West Virginia

Field	Type	Description
`west_virginia_contributions`	amount	Total contributions received from West Virginia donors.
`west_virginia_distributions`	amount	Total spent on programs in West Virginia exclusively.
`wv_raffle_number`	text	License number of raffle/bingo/other state fundraising permit (if any).

Agreements active last year

Field	Type	Description	Options
`fundraising_agreements_last_year`	array	Fundraising agreements active last year.	Array item fields below

`fundraising_agreements_last_year[]` item fields

Field	Type	Description	Options
`fundraising_agreement_name`	text	Name of fundraising agreement.
`contract_type`	enum	Contract type.	`PFR`, `CCV`, `PFRC`
`fundraising_agreement_signing_date`	date	Signing date.
`fundraising_agreement_start_date`	date	Start date.
`fundraising_agreement_end_date`	date	End date.
`fundraiser_phone_number`	text	Fundraiser phone number.
`address`	address	Fundraiser address.
`fundraising_activity_type`	text	Fundraising activity type.
`gross_receipts_from_fundraising_activities`	amount	Gross receipts from fundraising activities.
`amount_paid_to_fundraiser`	amount	Amount paid to fundraiser.
`total_amount_paid_to_organization`	amount	Amount paid to the organization.
`payment_terms`	text	Payment terms.
`states_included`	multi_state	States included (supports “all”).
`notes`	textarea	Notes.
`document`	file	Agreement document upload.

Agreements active this year

Field	Type	Description	Options
`fundraising_agreements_this_year`	array	Fundraising agreements active this year.	Array item fields below

`fundraising_agreements_this_year[]` item fields

Field	Type	Description	Options
`fundraising_agreement_name`	text	Name of fundraising agreement.
`contract_type`	enum	Contract type.	`PFR`, `CCV`, `PFRC`
`fundraising_agreement_signing_date`	date	Signing date.
`fundraising_agreement_start_date`	date	Start date.
`fundraising_agreement_end_date`	date	End date.
`fundraiser_phone_number`	text	Fundraiser phone number.
`address`	address	Fundraiser address.
`fundraising_activity_type`	text	Fundraising activity type.
`gross_receipts_from_fundraising_activities`	amount	Gross receipts from fundraising activities.
`amount_paid_to_fundraiser`	amount	Amount paid to fundraiser.
`total_amount_paid_to_organization`	amount	Amount paid to the organization.
`payment_terms`	text	Payment terms.
`states_included`	multi_state	States included (supports “all”).
`florida_reg_num`	text	Florida registration number.
`notes`	textarea	Notes.
`document`	file	Agreement document upload.

General 990 Information

Field	Type	Description
`fiscal_year_begin_date`	date	Fiscal year begin date
`fiscal_year_end_date`	date	Fiscal year end date
`gross_receipts`	amount	Line G Gross Receipts (Page 1, Line G before Part 1)

990 Part I

Field	Type	Description
`part_i_12_current_year`	amount	Part I 12 (current year): Total revenue
`part_i_14_current_year`	amount	Part I 14 (current year): Benefits paid to or for members
`part_i_15_current_year`	amount	Part I 15 (current year): Salaries, other compensation, employee benefits
`part_i_17_current_year`	amount	Part I 17 (current year): Other expenses
`part_i_19_current_year`	amount	Part I 19 (current year): Revenue less expenses
`part_i_20_beginning_of_year`	amount	Part I 20 (beginning of current year): Total assets beginning of current year
`part_i_20_end_of_year`	amount	Part I 20 (end of year): Total assets end of year
`part_i_21_beginning_of_year`	amount	Part I 21 (beginning of current year): Total liabilities beginning of current year
`part_i_21_end_of_year`	amount	Part I 21 (end of year): Total liabilities end of year
`part_i_22_beginning_of_year`	amount	Part I 22 (beginning of current year): Net assets beginning of current year
`part_i_22_end_of_year`	amount	Part I 22 (end of year): Net assets end of year

990 Part VII

Field	Type	Description	Options
`part_vii_1a`	array	Section A. Officers, trustees key employees and highest compensated employees
`part_vii_1a[].name`	text	Name
`part_vii_1a[].title`	text	Title
`part_vii_1a[].hours`	text	Average hours per week
`part_vii_1a[].reportable_compensation_from_organization`	amount	Reportable compensation from the organization
`part_vii_1a[].reportable_compensation_from_related_organizations`	amount	Reportable compensation from related organizations
`part_vii_1a[].compensation_from_organization_and_related_organizations`	amount	Estimated amount of other compensation from the organization and related organizations
`part_vii_1a[].position`	multi_enum	Position	`Individual trustee or director`, `Institutional trustee`, `Officer`, `Key employee`, `Highest compensated employee`, `Former`

990 Part VIII

Field	Type	Description
`part_viii_1a`	amount	Part VIII 1a: Federated campaign
`part_viii_1b`	amount	Part VIII 1b: Membership dues
`part_viii_1c`	amount	Part VIII 1c: Fundraising events
`part_viii_1d`	amount	Part VIII 1d: Related organizations
`part_viii_1e`	amount	Part VIII 1e: Government grants
`part_viii_1f`	amount	Part VIII 1f: All other contributions
`part_viii_1g`	amount	Part VIII 1g: Noncash contributions included in lines 1a - 1f
`part_viii_1h`	amount	Part VIII 1h: Total contributions
`part_viii_2g`	amount	Part VIII 2g: Program service revenue
`part_viii_3`	amount	Part VIII 3: Investment income
`part_viii_4`	amount	Part VIII 4: Income from tax exempt bonds
`part_viii_5`	amount	Part VIII 5: Royalties
`part_viii_6a_i`	amount	Part VIII 6a(i): Gross rents (real)
`part_viii_6a_ii`	amount	Part VIII 6a(ii): Gross rents (personal)
`part_viii_6b_i`	amount	Part VIII 6b(i): Rental expenses (real)
`part_viii_6b_ii`	amount	Part VIII 6b(ii): Rental expenses (personal) (Does not auto-extract)
`part_viii_6c_i`	amount	Part VIII 6c(i): Rental income (real) (Does not auto-extract)
`part_viii_6c_ii`	amount	Part VIII 6c(ii): Rental income (personal) (Does not auto-extract)
`part_viii_6d`	amount	Part VIII 6d: Net income from rents
`part_viii_7a_i`	amount	Part VIII 7a(i): Gross amount from sales of assets other than inventory (securities)
`part_viii_7a_ii`	amount	Part VIII 7a(ii): Gross amount from sales of assets other than inventory (other)
`part_viii_7b_i`	amount	Part VIII 7b(i): Cost or other basis and sales expenses (securities)
`part_viii_7b_ii`	amount	Part VIII 7b(ii): Cost or other basis and sales expenses (other)
`part_viii_7c`	amount	Part VIII 7c(i): Gain or (loss)
`part_viii_7c_ii`	amount	Part VIII 7c(ii): Gain or (loss) (other) (Does not auto-extract)
`part_viii_7d`	amount	Part VIII 7d: Net sale of assets other than inventory
`part_viii_8a`	amount	Part VIII 8a: Gross income from fundraising events (not including contributions reported on line 1c)
`part_viii_8b`	amount	Part VIII 8b: Expenses from fundraising events
`part_viii_8c`	amount	Part VIII 8c: Net income from fundraising events
`part_viii_9a`	amount	Part VIII 9a: Gross income from gaming
`part_viii_9b`	amount	Part VIII 9b: Expenses from gaming
`part_viii_9c`	amount	Part VIII 9c: Net income from gaming
`part_viii_10a`	amount	Part VIII 10a: Gross income from sale of inventory
`part_viii_10b`	amount	Part VIII 10b: Expense from sale of inventory
`part_viii_10c`	amount	Part VIII 10c: Net income from sale of inventory
`part_viii_11e`	amount	Part VIII 11e: Miscellaneous income
`part_viii_12`	amount	Part VIII 12: Total revenue

990 Part IX

Field	Type	Description
`part_ix_1a`	amount	Part IX 1(A): Total expenses grants and other assistance to domestic organizations and domestic governments
`part_ix_1b`	amount	Part IX 1(B): Program service expenses grants and other assistance to domestic organizations and domestic governments
`part_ix_3a`	amount	Part IX 3(A): Total expenses grants and other assistance to foreign organizations, foreign governments, and foreign individuals
`part_ix_3b`	amount	Part IX 3(B): Program service expenses grants and other assistance to foreign organizations, foreign governments, and foreign individuals
`part_ix_11e`	amount	Part IX 11(E): Professional fundraising services
`part_ix_21a`	amount	Part IX 21(A): Payment to affiliates total
`part_ix_21b`	amount	Part IX 21(B): Payments to affiliates for program service expenses
`part_ix_21c`	amount	Part IX 21©: Payments to affiliates for management and general expenses
`part_ix_21d`	amount	Part IX 21(D): Payments to affiliates for fundraising expenses
`part_ix_25a`	amount	Part IX 25(A): Functional expenses total
`part_ix_25b`	amount	Part IX 25(B): Functional expenses for program service expenses
`part_ix_25c`	amount	Part IX 25©: Functional expenses for management and general expenses
`part_ix_25d`	amount	Part IX 25(D): Functional expenses for fundraising expenses
`part_ix_26a`	amount	Part IX 26(A): Joint costs total
`part_ix_26b`	amount	Part IX 26(B): Joint costs for program service expenses
`part_ix_26c`	amount	Part IX 26©: Joint costs for management and general expenses
`part_ix_26d`	amount	Part IX 26(D): Joint costs for fundraising expenses

990 Part XI

Field	Type	Description
`part_xi_5`	amount	Part XI 5: Net unrealized gains (or losses)
`part_xi_6`	amount	Part XI 6: Donated services and use of facilities
`part_xi_7`	amount	Part XI 7: Investment expenses
`part_xi_8`	amount	Part XI 8: Prior period adjustments
`part_xi_9`	amount	Part XI 9: Other changes in net assets or fund balances

Professional fundraising

Field	Type	Description
`professional_fundraising_amount`	amount	Total professional fundraising expenses amount
`professional_fundraising_counsel_amount`	amount	Total professional fundraising counsel expenses amount
`professional_fundraising_combined_amount`	amount	Total combined amount

990 5 highest paid employees

Field	Type	Description
`five_highest_paid_employees`	array	5 highest paid employees
`five_highest_paid_employees[].first_name`	text	First name
`five_highest_paid_employees[].last_name`	text	Last name
`five_highest_paid_employees[].title`	text	Title
`five_highest_paid_employees[].hours`	text	Average hours per week
`five_highest_paid_employees[].salary`	amount	Salary (Sch J columns B(i) + B(ii) + B(iii))
`five_highest_paid_employees[].benefits`	amount	Sch J column C
`five_highest_paid_employees[].expense_account`	amount	Sch J column D

Law firm contact information

Field	Type	Description
`law_firm_name`	text	Name of the law firm handling the nonprofit filing.
`law_firm_contact_first_name`	text	First name of the primary contact at the law firm.
`law_firm_contact_last_name`	text	Last name of the primary contact at the law firm.
`law_firm_contact_title`	text	Professional title of the primary contact (e.g., Attorney, Partner, Associate).
`law_firm_contact_email`	text	Email address of the primary contact at the law firm.
`law_firm_contact_phone`	text	Phone number of the primary contact at the law firm.
`law_firm_contact_address`	address	Mailing address of the law firm contact. Typically includes street, city, state, and ZIP code.

Field Types Reference

text: Single-line text input
textarea: Multi-line text input
date: Date field (YYYY-MM-DD format)
boolean: true/false value.
amount: Monetary amount. Currency symbols and commas will be removed.
address: Structured address object: { address_line_1: '', address_line_2: '', city: '', state: '', zip_code: '' }
state: US state selector. Use state abbreviations, e.g. “CA” or “ND”.
multi_state: Multiple US states selector. Pass as a comma-separated list. Use state abbreviations.
enum: Single selection from predefined options
multi_enum: Multiple selections from predefined options. Pass as a comma-separated list.
array: Collection of related objects