Overview
Page 5b captures key information from your Form 990 filing. This data helps ensure consistency between regulatory reporting and operational metrics.
Before You Begin
Gather the following information:
Most recent Form 990
Previous year's Form 990
Completing This Page
Revenue Information
Enter revenue data:
Program Service Revenue
Total Revenue
Government Grants
Expense Information
Enter expense categories:
Program Service Expenses
Management & General Expenses
Fundraising Expenses
Additional Indicators
Enter other key metrics:
Net Assets or Fund Balances
Total Assets
Total Liabilities
Special Considerations
Ensure consistency with filed Form 990
Include all required schedules
Verify revenue and expense classifications
Tips for Success
Cross-reference with tax returns
Verify totals match financial statements
All fields auto-save as you enter data
Next Steps
After completing Page 5b, proceed to Page 6 to enter capital, endowment, and in-kind information.
Need help? Contact our support team