Before You Begin
Gather the following:
Fiscal year start and end dates
Gross operating expenses (excluding capital expenditures)
Full-time, part-time, and seasonal staff counts — if headcount changed during the year, report the average
Completing This Page
Figures should align with your audited financial statements or Form 990. Use the notes field to flag any unusual circumstances or significant organizational changes during the fiscal year.
For field definitions and sourcing details, see the Page 1 Fields Catalog.
Next Steps
Proceed to Page 2 to enter personnel policy information.