- 3.24.12 Exempt Organization Returns
- 3.24.12.1 Program Scope and Objectives
- 3.24.12.1.1 Background
- 3.24.12.1.2 Authority
- 3.24.12.1.3 Roles and Responsibilities
- 3.24.12.1.4 Program Management and Review
- 3.24.12.1.5 Program Controls
- 3.24.12.1.6 Acronyms
- 3.24.12.1.7 Related Resources
- 3.24.12.2 Taxpayer Advocate Service (TAS)
- 3.24.12.2.1 Service Level Agreements (SLAs)
- 3.24.12.2.1.1 Operations Assistance Requests (OARs)
- 3.24.12.2.1 Service Level Agreements (SLAs)
- 3.24.12.3 Program Scope and Objectives
- 3.24.12.3.1 Source Documents
- 3.24.12.3.2 Forms/Program Numbers/Tax Class Doc. Codes
- 3.24.12.3.3 MUST ENTER Fields
- 3.24.12.3.4 Check Digit/Name Control
- 3.24.12.3.4.1 Check Digit
- 3.24.12.3.4.2 Name Control
- 3.24.12.3.5 Enhanced-Entity Index File
- 3.24.12.3.6 Name Control Check Against Enhanced-Entity Index File
- 3.24.12.4 Specific Instructions for Entry of Data
- 3.24.12.4.1 Required Sections & Section Verification
- 3.24.12.4.2 Foreign Address Procedures
- 3.24.12.4.3 Money Fields
- 3.24.12.4.4 Yes/No Boxes
- 3.24.12.4.5 Percentage Fields
- 3.24.12.4.6 Program Service Business Codes
- 3.24.12.5 ISRP Transcription Operation Sheets
- Exhibit 3.24.12-1 Block Header Data Entry Form 1332 for Original Input Documents, Form 3893 for Re-Entry Documents.
- Exhibit 3.24.12-2 Form 990 - Section 01 (2014 and 2015)
- Exhibit 3.24.12-3 Form 990 - Section 02, Form 5800 - Edit Sheet (2014 and 2015)
- Exhibit 3.24.12-4 Form 990 - Section 03 (2014 and 2015)
- Exhibit 3.24.12-5 Form 990 - Section 04 (2014 and 2015)
- Exhibit 3.24.12-6 Form 990 - Section 05 (2014 and 2015)
- Exhibit 3.24.12-7 Form 990 - Section 06 (2014 and 2015)
- Exhibit 3.24.12-8 Form 990 - Section 07 (2014 and 2015)
- Exhibit 3.24.12-9 Form 990 - Section 08 (2014 and 2015)
- Exhibit 3.24.12-10 Form 990 - Section 09 (2014 and 2015)
- Exhibit 3.24.12-11 Form 990 - Section 10 (2014 and 2015)
- Exhibit 3.24.12-12 Form 990 - Section 11, Schedule A (2014 and 2015)
- Exhibit 3.24.12-13 Form 990 - Section 12, Schedule A (2014 and 2015)
- Exhibit 3.24.12-14 Form 990 - Section 13, Schedules C & D (2014 and 2015)
- Exhibit 3.24.12-15 Form 990 - Section 31, Schedule H (2014 and 2015)
- Exhibit 3.24.12-16 Form 990 - Section 32, Schedule H (2014 and 2015)
- Exhibit 3.24.12-17 Form 990 - Section 33, Schedule H (2014 and 2015)
- Exhibit 3.24.12-18 Form 990 - Section 34, Schedule H (2014 and 2015)
- Exhibit 3.24.12-19 Form 990 - Section 35, Schedule H (2014 and 2015)
- Exhibit 3.24.12-20 Form 990 - Section 36, Schedule H (2014 and 2015)
- Exhibit 3.24.12-21 Form 990 - Section 37, Schedule H (2014 and 2015)
- Exhibit 3.24.12-22 Form 990 - Section 38, Schedule H (2014 and 2015)
- Exhibit 3.24.12-23 Form 990 - Section 39, Schedule H (2014 and 2015)
- Exhibit 3.24.12-24 Form 990 - Section 40, Schedule H (2014 and 2015)
- Exhibit 3.24.12-25 Form 990 - Section 41, Schedule H (2014 and 2015)
- Exhibit 3.24.12-26 Form 990 - Section 42, Schedule H (2014 and 2015)
- Exhibit 3.24.12-27 Form 990 - Section 43, Schedule H (2014 and 2015)
- Exhibit 3.24.12-28 Form 990 - Section 44, Schedule H (2014 and 2015)
- Exhibit 3.24.12-29 Form 990 - Section 45, Schedule H (2014 and 2015)
- Exhibit 3.24.12-30 Form 990 - Section 46, Schedule H (2014 and 2015)
- Exhibit 3.24.12-31 Form 990 - Section 47, Schedule H (2014 and 2015)
- Exhibit 3.24.12-32 Form 990 - Section 48, Schedule H (2014 and 2015)
- Exhibit 3.24.12-33 Form 990 - Section 49, Schedules L and R (2014 and 2015)
- Exhibit 3.24.12-34 Form 990 - Section 01 (2016 and 2017)
- Exhibit 3.24.12-35 Form 990 - Section 02 (2016 and 2017)
- Exhibit 3.24.12-36 Form 990 - Section 03 (2016 and 2017)
- Exhibit 3.24.12-37 Form 990 - Section 04 (2016 and 2017)
- Exhibit 3.24.12-38 Form 990 - Section 05 (2016 and 2017)
- Exhibit 3.24.12-39 Form 990 - Section 06 (2016 and 2017)
- Exhibit 3.24.12-40 Form 990 - Section 07 (2016 and 2017)
- Exhibit 3.24.12-41 Form 990 - Section 08 (2016 and 2017)
- Exhibit 3.24.12-42 Form 990 - Section 09 (2016 and 2017)
- Exhibit 3.24.12-43 Form 990 - Section 10 (2016 and 2017)
- Exhibit 3.24.12-44 Form 990 - Section 11, Schedule A (2016 and 2017)
- Exhibit 3.24.12-45 Form 990 - Section 12, Schedule A (2016 and 2017)
- Exhibit 3.24.12-46 Form 990 - Section 13, Schedules C & D (2016 and 2017)
- Exhibit 3.24.12-47 Form 990 - Section 31, Schedule H (2016 and 2017)
- Exhibit 3.24.12-48 Form 990 - Section 32, Schedule H (2016 and 2017)
- Exhibit 3.24.12-49 Form 990 - Section 33, Schedule H (2016 and 2017)
- Exhibit 3.24.12-50 Form 990 - Section 34, Schedule H (2016 and 2017)
- Exhibit 3.24.12-51 Form 990 - Section 35, Schedule H (2016 and 2017)
- Exhibit 3.24.12-52 Form 990 - Section 36, Schedule H (2016 and 2017)
- Exhibit 3.24.12-53 Form 990 - Section 37, Schedule H (2016 and 2017)
- Exhibit 3.24.12-54 Form 990 - Section 38, Schedule H (2016 and 2017)
- Exhibit 3.24.12-55 Form 990 - Section 39, Schedule H (2016 and 2017)
- Exhibit 3.24.12-56 Form 990 - Section 40, Schedule H (2016 and 2017)
- Exhibit 3.24.12-57 Form 990 - Section 41, Schedule H (2016 and 2017)
- Exhibit 3.24.12-58 Form 990 - Section 42, Schedule H (2016 and 2017)
- Exhibit 3.24.12-59 Form 990 - Section 43, Schedule H (2016 and 2017)
- Exhibit 3.24.12-60 Form 990 - Section 44, Schedule H (2016 and 2017)
- Exhibit 3.24.12-61 Form 990 - Section 45, Schedule H (2016 and 2017)
- Exhibit 3.24.12-62 Form 990 - Section 46, Schedule H (2016 and 2017)
- Exhibit 3.24.12-63 Form 990 - Section 47, Schedule H (2016 and 2017)
- Exhibit 3.24.12-64 Form 990 - Section 48, Schedule H (2016 and 2017)
- Exhibit 3.24.12-65 Form 990 - Section 49, Schedules L and R (2016 and 2017)
- Exhibit 3.24.12-66 Form 990 - Section 01 (2018)
- Exhibit 3.24.12-67 Form 990 - Section 02 (2018)
- Exhibit 3.24.12-68 Form 990 - Section 03 (2018)
- Exhibit 3.24.12-69 Form 990 - Section 04 (2018)
- Exhibit 3.24.12-70 Form 990 - Section 05 (2018)
- Exhibit 3.24.12-71 Form 990 - Section 06 (2018)
- Exhibit 3.24.12-72 Form 990 - Section 07 (2018)
- Exhibit 3.24.12-73 Form 990 - Section 08 (2018)
- Exhibit 3.24.12-74 Form 990 - Section 09 (2018)
- Exhibit 3.24.12-75 Form 990 - Section 10 (2018)
- Exhibit 3.24.12-76 Form 990 - Section 11, Schedule A (2018)
- Exhibit 3.24.12-77 Form 990 - Section 12, Schedule A (2018)
- Exhibit 3.24.12-78 Form 990 - Section 13, Schedules C & D (2018)
- Exhibit 3.24.12-79 Form 990 - Section 31, Schedule H (2018)
- Exhibit 3.24.12-80 Form 990 - Section 32, Schedule H (2018)
- Exhibit 3.24.12-81 Form 990 - Section 33, Schedule H (2018)
- Exhibit 3.24.12-82 Form 990 - Section 34, Schedule H (2018)
- Exhibit 3.24.12-83 Form 990 - Section 35, Schedule H (2018)
- Exhibit 3.24.12-84 Form 990 - Section 36, Schedule H (2018)
- Exhibit 3.24.12-85 Form 990 - Section 37, Schedule H (2018)
- Exhibit 3.24.12-86 Form 990 - Section 38, Schedule H (2018)
- Exhibit 3.24.12-87 Form 990 - Section 39, Schedule H (2018)
- Exhibit 3.24.12-88 Form 990 - Section 40, Schedule H (2018)
- Exhibit 3.24.12-89 Form 990 - Section 41, Schedule H (2018)
- Exhibit 3.24.12-90 Form 990 - Section 42, Schedule H (2018)
- Exhibit 3.24.12-91 Form 990 - Section 43, Schedule H (2018)
- Exhibit 3.24.12-92 Form 990 - Section 44, Schedule H (2018)
- Exhibit 3.24.12-93 Form 990 - Section 45, Schedule H (2018)
- Exhibit 3.24.12-94 Form 990 - Section 46, Schedule H (2018)
- Exhibit 3.24.12-95 Form 990 - Section 47, Schedule H (2018)
- Exhibit 3.24.12-96 Form 990 - Section 48, Schedule H (2018)
- Exhibit 3.24.12-97 Form 990 - Section 49, Schedules L and R (2018)
- Exhibit 3.24.12-98 Form 990 - Section 01 (2019 and Subsequent)
- Exhibit 3.24.12-99 Form 990 - Section 02 (2019 and Subsequent)
- Exhibit 3.24.12-100 Form 990 - Section 03 (2019 and Subsequent)
- Exhibit 3.24.12-101 Form 990 - Section 04 (2019 and Subsequent)
- Exhibit 3.24.12-102 Form 990 - Section 05 (2019 and Subsequent)
- Exhibit 3.24.12-103 Form 990 - Section 06 (2019 and Subsequent)
- Exhibit 3.24.12-104 Form 990 - Section 07 (2019 and Subsequent)
- Exhibit 3.24.12-105 Form 990 - Section 08 (2019 and Subsequent)
- Exhibit 3.24.12-106 Form 990 - Section 09 (2019 and Subsequent)
- Exhibit 3.24.12-107 Form 990 - Section 10 (2019 and Subsequent)
- Exhibit 3.24.12-108 Form 990 - Section 11, Schedule A (2019 and Subsequent)
- Exhibit 3.24.12-109 Form 990 - Section 12, Schedule A (2019 and Subsequent)
- Exhibit 3.24.12-110 Form 990 - Section 13, Schedules C & D (2019 and Subsequent)
- Exhibit 3.24.12-111 Form 990 - Section 31, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-112 Form 990 - Section 32, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-113 Form 990 - Section 33, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-114 Form 990 - Section 34, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-115 Form 990 - Section 35, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-116 Form 990 - Section 36, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-117 Form 990 - Section 37, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-118 Form 990 - Section 38, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-119 Form 990 - Section 39, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-120 Form 990 - Section 40, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-121 Form 990 - Section 41, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-122 Form 990 - Section 42, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-123 Form 990 - Section 43, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-124 Form 990 - Section 44, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-125 Form 990 - Section 45, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-126 Form 990 - Section 46, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-127 Form 990 - Section 47, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-128 Form 990 - Section 48, Schedule H (2019 and Subsequent)
- Exhibit 3.24.12-129 Form 990 - Section 49 Schedules L and R (2019 and Subsequent)
- Exhibit 3.24.12-130 Form 990 - Section 01 (2008 - 2013) CP 425–431 & 259A-259H
- Exhibit 3.24.12-131 Form 990 - Section 02, Form 5800 - Edit Sheet (2008 - 2013)
- Exhibit 3.24.12-132 Form 990 - Section 03 (2008 - 2013)
- Exhibit 3.24.12-133 Form 990 - Section 04 (2008 - 2013)
- Exhibit 3.24.12-134 Form 990 - Section 05 (2008 - 2013)
- Exhibit 3.24.12-135 Form 990 - Section 06 (2008 - 2013)
- Exhibit 3.24.12-136 Form 990 - Section 07 (2008 - 2013)
- Exhibit 3.24.12-137 Form 990 - Section 08 (2008 - 2013)
- Exhibit 3.24.12-138 Form 990 - Section 09 (2008 - 2013)
- Exhibit 3.24.12-139 Form 990 - Section 10 (2008 - 2013)
- Exhibit 3.24.12-140 Form 990 - Section 11, Schedule A (2008 - 2013)
- Exhibit 3.24.12-141 Form 990 - Section 12, Schedule A (2008 - 2013)
- Exhibit 3.24.12-142 Form 990 - Section 13, Schedules C & D (2008 - 2013)
- Exhibit 3.24.12-143 Form 990 - Section 14, Schedule H (2008 - 2013)
- Exhibit 3.24.12-144 Form 990 - Section 15, Schedule H (2008 - 2013)
- Exhibit 3.24.12-145 Form 990 - Section 16, Schedule H (2008 - 2013)
- Exhibit 3.24.12-146 Form 990 - Section 17, Schedule H (2008 - 2013)
- Exhibit 3.24.12-147 Form 990 - Section 18, Schedule H (2008 - 2013)
- Exhibit 3.24.12-148 Form 990 - Section 19, Schedule H (2008 - 2013)
- Exhibit 3.24.12-149 Form 990 - Section 20, Schedule H (2008 - 2013)
- Exhibit 3.24.12-150 Form 990 - Section 21, Schedule H (2008 - 2013)
- Exhibit 3.24.12-151 Form 990 - Section 22, Schedule H (2008 - 2013)
- Exhibit 3.24.12-152 Form 990 - Section 23, Schedule H (2008 - 2013)
- Exhibit 3.24.12-153 Form 990 - Section 24, Schedule H (2008 - 2013)
- Exhibit 3.24.12-154 Form 990 - Section 25, Schedule H (2008 - 2013)
- Exhibit 3.24.12-155 Form 990 - Section 26, Schedule H (2008 - 2013)
- Exhibit 3.24.12-156 Form 990 - Section 27, Schedule H (2008 - 2013)
- Exhibit 3.24.12-157 Form 990 - Section 28, Schedule H (2008 - 2013)
- Exhibit 3.24.12-158 Form 990 - Section 29, Schedule H (2008 - 2013)
- Exhibit 3.24.12-159 Form 990 - Section 30, Schedules L & R (2008 - 2013)
- Exhibit 3.24.12-160 Form 990 - Section 01 (2007 and Prior)
- Exhibit 3.24.12-161 Form 990 - Section 02, Form 5800 - Edit Sheet (2007 and Prior)
- Exhibit 3.24.12-162 Form 990 - Section 03 (2007 and Prior)
- Exhibit 3.24.12-163 Form 990 - Section 04 (2007 and Prior)
- Exhibit 3.24.12-164 Form 990 - Section 05 (2007 and Prior)
- Exhibit 3.24.12-165 Form 990 - Section 06 (2007 and Prior)
- Exhibit 3.24.12-166 Form 990 - Section 07 (2007 and Prior)
- Exhibit 3.24.12-167 Form 990 - Section 08 (2007 and Prior)
- Exhibit 3.24.12-168 Form 990 - Section 09, Schedule A (2007 and Prior)
- Exhibit 3.24.12-169 Form 990 - Section 10, Schedule A (2007 and Prior)
- Exhibit 3.24.12-170 Form 990 - Section 11, Schedule A (2007 and Prior)
- Exhibit 3.24.12-171 Form 990 - Section 12, Schedule A (2007 and Prior)
- Exhibit 3.24.12-172 Form 990-EZ - Section 01 (2018 and Subsequent)
- Exhibit 3.24.12-173 Form 990-EZ - Section 02 (5800, Edit Sheet) (2018 and Subsequent)
- Exhibit 3.24.12-174 Form 990-EZ - Section 03 (2018 and Subsequent)
- Exhibit 3.24.12-175 Form 990-EZ - Section 05 (2018 and Subsequent)
- Exhibit 3.24.12-176 Form 990-EZ - Section 06 (2018 and Subsequent)
- Exhibit 3.24.12-177 Form 990-EZ - Section 07 (2018 and Subsequent)
- Exhibit 3.24.12-178 Form 990-EZ - Section 08 (2018 and Subsequent)
- Exhibit 3.24.12-179 Form 990-EZ - Section 11, Schedule A, (2018 and Subsequent)
- Exhibit 3.24.12-180 Form 990-EZ - Section 12, Schedule A (2018 and Subsequent)
- Exhibit 3.24.12-181 Form 990-EZ - Section 13, Schedules C & L (2018 and Subsequent)
- Exhibit 3.24.12-182 Form 990-EZ - Section 01 (2016 and 2017)
- Exhibit 3.24.12-183 Form 990-EZ - Section 02 (5800, Edit Sheet) (2016 and 2017)
- Exhibit 3.24.12-184 Form 990-EZ - Section 03 (2016 and 2017)
- Exhibit 3.24.12-185 Form 990-EZ - Section 05 (2016 and 2017)
- Exhibit 3.24.12-186 Form 990-EZ - Section 06 (2016 and 2017)
- Exhibit 3.24.12-187 Form 990-EZ - Section 07 (2016 and 2017)
- Exhibit 3.24.12-188 Form 990-EZ - Section 08 (2016 and 2017)
- Exhibit 3.24.12-189 Form 990-EZ - Section 11, Schedule A, (2016 and 2017)
- Exhibit 3.24.12-190 Form 990-EZ - Section 12, Schedule A (2016 and 2017)
- Exhibit 3.24.12-191 Form 990-EZ - Section 13, Schedules C & L (2016 and 2017)
- Exhibit 3.24.12-192 Form 990-EZ - Section 01 (2014 and 2015)
- Exhibit 3.24.12-193 Form 990-EZ - Section 02, Form 5800 Edit - Sheet (2014 and 2015)
- Exhibit 3.24.12-194 Form 990-EZ - Section 03 (2014 and 2015)
- Exhibit 3.24.12-195 Form 990-EZ - Section 05 (2014 and 2015)
- Exhibit 3.24.12-196 Form 990-EZ - Section 06 (2014 and 2015)
- Exhibit 3.24.12-197 Form 990-EZ - Section 07 (2014 and 2015)
- Exhibit 3.24.12-198 Form 990-EZ Section 08 (2014 and 2015)
- Exhibit 3.24.12-199 Form 990-EZ - Section 11, Schedule A (2014 and 2015)
- Exhibit 3.24.12-200 Form 990-EZ - Section 12, Schedule A (2014 and 2015)
- Exhibit 3.24.12-201 Form 990-EZ - Section 13, Schedules C & L (2014 and 2015)
- Exhibit 3.24.12-202 Form 990-EZ - Section 01 (2008 - 2013)
- Exhibit 3.24.12-203 Form 990-EZ - Section 02 Form 5800-Edit Sheet (2008 - 2013)
- Exhibit 3.24.12-204 Form 990-EZ - Section 03 (2008 - 2013)
- Exhibit 3.24.12-205 Form 990-EZ - Section 05 (2008 - 2013)
- Exhibit 3.24.12-206 Form 990-EZ - Section 06 (2008 - 2013)
- Exhibit 3.24.12-207 Form 990-EZ - Section 07 (2008 - 2013)
- Exhibit 3.24.12-208 Form 990-EZ - Section 08 (2008 - 2013)
- Exhibit 3.24.12-209 Form 990-EZ - Section 11, Schedule A (2008 - 2013)
- Exhibit 3.24.12-210 Form 990-EZ - Section 12, Schedule A (2008 - 2013)
- Exhibit 3.24.12-211 Form 990-EZ - Section 13, Schedules C & L (2008 - 2013)
- Exhibit 3.24.12-212 Form 990-EZ - Section 01 (2007 and Prior)
- Exhibit 3.24.12-213 Form 990-EZ - Section 02, Form 5800 - Edit Sheet (2007 and Prior)
- Exhibit 3.24.12-214 Form 990-EZ - Section 03 (2007 and Prior)
- Exhibit 3.24.12-215 Form 990-EZ - Section 05 (2007 and Prior)
- Exhibit 3.24.12-216 Form 990-EZ - Section 06 (2007 and Prior)
- Exhibit 3.24.12-217 Form 990-EZ - Section 07 (2007 and Prior)
- Exhibit 3.24.12-218 Form 990-EZ - Section 08 (2007 and Prior)
- Exhibit 3.24.12-219 Form 990-EZ - Section 09, Schedule A (2007 and Prior)
- Exhibit 3.24.12-220 Form 990-EZ - Section 10, Schedule A (2007 and Prior)
- Exhibit 3.24.12-221 Form 990-EZ - Section 11, Schedule A (2007 and Prior)
- Exhibit 3.24.12-222 Form 990-EZ - Section 12, Schedule A (2007 and Prior)
- Exhibit 3.24.12-223 Form 990-PF - Section 01
- Exhibit 3.24.12-224 Form 990-PF - Section 02, Form 5800 - Edit Sheet
- Exhibit 3.24.12-225 Form 990-PF - Section 03
- Exhibit 3.24.12-226 Form 990-PF - Section 04
- Exhibit 3.24.12-227 Form 990-PF - Section 05
- Exhibit 3.24.12-228 Form 990-PF - Section 06
- Exhibit 3.24.12-229 Form 990-PF - Section 07
- Exhibit 3.24.12-230 Form 990-PF - Section 08
- Exhibit 3.24.12-231 Form 990-PF - Section 09
- Exhibit 3.24.12-232 Form 990-PF - Section 10
- Exhibit 3.24.12-233 Form 990-PF - Section 11
- Exhibit 3.24.12-234 Form 990-PF - Section 12
- Exhibit 3.24.12-235 Form 990-PF - Section 13
- Exhibit 3.24.12-236 Form 990-PF - Section 20, Form 965
- Exhibit 3.24.12-237 Form 990-T - Section 01
- Exhibit 3.24.12-238 Form 990-T - Section 02, Form 5800 - Edit Sheet
- Exhibit 3.24.12-239 Form 990-T - Section 03
- Exhibit 3.24.12-240 Form 990-T - Section 04
- Exhibit 3.24.12-241 Form 990-T - Section 07, Form 1041 - Schedule I
- Exhibit 3.24.12-242 Form 990-T - Section 08, Form 1041 - Schedule D, Form 4952
- Exhibit 3.24.12-243 Form 990-T - Section 10, Form 8949
- Exhibit 3.24.12-244 Form 990-T - Section 13, Form 8995/8995A
- Exhibit 3.24.12-245 Form 990-T - Section 15, Form 4136
- Exhibit 3.24.12-246 Form 990-T - Section 17, Form 4626, 2017 and prior years only
- Exhibit 3.24.12-247 Form 990-T - Section 19, Form 8978
- Exhibit 3.24.12-248 Form 990-T - Section 20, Forms 965-A and B
- Exhibit 3.24.12-249 Form 990-T - Section 21, Form 8941
- Exhibit 3.24.12-250 Form 990-T - Section 22, Form 5884-B
- Exhibit 3.24.12-251 Form 990-T - Section 23, Form 3800
- Exhibit 3.24.12-252 Form 990-T - Section 24, Form 3800
- Exhibit 3.24.12-253 Form 990-T - Section 25, Form 3800
- Exhibit 3.24.12-254 Form 990-T - Section 31, Form 8936
- Exhibit 3.24.12-255 Form 990-T - Section 35, Form 4255
- Exhibit 3.24.12-256 Form 1041-A - Section 01
- Exhibit 3.24.12-257 Form 1041-A - Section 03
- Exhibit 3.24.12-258 Form 1120–POL - Section 01
- Exhibit 3.24.12-259 Form 1120–POL - Section 02, Form 5800 - Edit Sheet
- Exhibit 3.24.12-260 Form 1120–POL - Section 03
- Exhibit 3.24.12-261 Form 1120–POL - Section 04
- Exhibit 3.24.12-262 Form 1120–POL - Section 05
- Exhibit 3.24.12-263 Form 1120-POL - Section 15, Form 4136
- Exhibit 3.24.12-264 Form 1120-POL - Section 19, Form 8978
- Exhibit 3.24.12-265 Form 1120-POL - Section 20, Form 8913
- Exhibit 3.24.12-266 Form 1120-POL - Section 23, Form 3800
- Exhibit 3.24.12-267 Form 1120-POL - Section 24, Form 3800
- Exhibit 3.24.12-268 Form 1120-POL - Section 25, Form 3800
- Exhibit 3.24.12-269 Form 1120-POL - Section 31, Form 3800
- Exhibit 3.24.12-270 Form 1120-POL - Section 35, Form 4255
- Exhibit 3.24.12-271 Form 4720 - Section 01
- Exhibit 3.24.12-272 Form 4720 - Section 02
- Exhibit 3.24.12-273 Form 4720 - Section 03
- Exhibit 3.24.12-274 Form 5227 - Section 01
- Exhibit 3.24.12-275 Form 5227 - Section 02, Form 5800 - Edit Sheet
- Exhibit 3.24.12-276 Form 5227 - Section 03
- Exhibit 3.24.12-277 Form 5227 - Section 04
- Exhibit 3.24.12-278 Form 5227 - Section 05
- Exhibit 3.24.12-279 Form 5227 - Section 13, Form 8995/8995A
- Exhibit 3.24.12-280 Form 5578 - Section 01
- Exhibit 3.24.12-281 Form 5768 - Section 01 (Program 15502)
- Exhibit 3.24.12-282 Form 8872 - Section 01 (Program 16010)
- Exhibit 3.24.12-283 Form 8872 - Section 02 (Program 16010)
- Exhibit 3.24.12-284 Form 8872 - Section 03 (Program 16010)
- 3.24.12.1 Program Scope and Objectives
Part 3. Submission Processing
Chapter 24. ISRP System
Section 12. Exempt Organization Returns
3.24.12 Exempt Organization Returns
Manual Transmittal
December 02, 2024
Purpose
(1) This transmits revised IRM 3.24.12, Integrated Submission and Remittance Processing (ISRP) System, Exempt Organization Returns.
Material Changes
(1) IRM 3.24.12 Revised throughout to update organizational title Wage and Investment to Taxpayer Services through out.
(2) IRM 3.24.12.2 Updated Program Owner.
(3) IRM 3.24.12-107 - Form 990, Section 10 (2019 and Subsequent) Updated Instructions.
(4) IRM 3.24.12-240 - Form 990-T, Section 04 Updated Instructions.
(5) IRM 3.24.12-243 - Form 990-T, Section 10, Form 8949 Updated Instructions.
(6) IRM 3.24.12-251 - Form 990-T, Section 23, Form 3800 Updated Instructions.
(7) IRM 3.24.12-252 - Form 990-T, Section 24, Form 3800 Updated Instructions.
(8) IRM 3.24.12-253 - Form 990-T, Section 25, Form 3800 Updated Instructions.
(9) IRM 3.24.12-255 - Form 990-T, Section 35, Form 4255 Added Instructions.
(10) IRM 3.24.12-262 - Form 1120-POL, Section 05, Form 3800 Updated Instructions.
(11) IRM 3.24.12-266 - Form 1120-POL, Section 23, Form 3800 Updated Instructions.
(12) IRM 3.24.12-267 - Form 1120-POL, Section 24, Form 3800 Updated Instructions.
(13) IRM 3.24.12-268 - Form 1120-POL, Section 25, Form 3800 Updated Instructions.
(14) IRM 3.24.12-278 - Form 1120-POL, Section 35, Form 4255 Added Instructions.
(15) Exhibit 3.24.12-243 IPU 24U0373 issued 03-08-2024 - Updated Form 990-PF, Section 11 to match current Form.
(16) Updated Prompts and Lines throughout the IRM for clarity.
(17) Editorial changes have been made throughout the IRM for clarity. Reviewed and updated grammar, formatting, punctuation, links, titles, tax years/dates, website addresses and IRM references if needed.
Effect on Other Documents
This supersedes IRM 3.24.12, dated January 1, 2023. This IRM also incorporates IRM Procedural Updates (IPUs) 24U0373 issued 3-8-2024..Audience
ISRP Data TranscribersTaxpayer Services (TS)
Effective Date
(01-01-2025)Jennifer A. Jett
Director, Business System Planning
Government Entities and Shared Services
Tax Exempt Government Entities
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Purpose: Instructions for transcribing and verifying data from block control documents and returns for the Business Master File Processing of the Exempt Organization Returns, using the Integrated Submission and Remittance Processing (ISRP) system.
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Audience: Exempt Organization Data Transcribers at the Ogden Campus is the primary audience for this IRM.
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Policy Owner: The Director, Tax Exempt/Government Entities (TE/GE), Business Systems Planning (BSP).
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Program Owner: Submission Processing Programs (SPP) and Oversight.
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Primary Stakeholders: Exempt Organization Headquarters who rely on transcription of exempt organization returns.
-
Transcription operators may also need to refer to IRM 3.24.38, BMF General Instructions, for general procedures. If IRM 3.24.12 and IRM 3.24.38 conflict, IRM 3.24.12 takes precedence.
-
Due to substantial changes to the Form 990, batch and process Form 990 for 2007 and prior years, Form 990 for 2008 - 2013, and 2014 and subsequent years, under separate program codes. See IRM 3.24.12.2.3.
-
When making address updates, unless the filer specifically indicates room or suite, just the number should be entered.
-
This section of the IRM provides general instructions for utilizing the ISRP system to transcribe data from variety of Exempt Organization Returns. See IRM 3.24.12.3.3
-
All Policy Statements for Submission Processing are contained in IRM 1.2.1, Servicewide Policies and Authorities, Servicewide Policy Statements.
-
The Director, Tax Exempt/Government Entities, Business Systems Planning (BSP) is the executive responsible for the Exempt Organization.
-
The Operations Manager is responsible for monitoring operational performance for their operation.
-
The Team Manager/Lead is responsible for performance monitoring and ensuring employees have the tools to perform their duties.
-
The Team Employees are responsible to follow the instructions contained in this IRM and maintain updated IRM procedures.
-
IRM 1.4.16, Accounts Management Guide for Managers, provides guidance for program management and review of programs assigned to Accounts Management.
-
The block control documents below are sources of transcribed control data:
-
Form 813, Document Register
-
Form 1332, Block and Selection Record
-
Form 3893, Re-entry Document Control
-
-
The ReferenceNet - Legal and Tax Research Service page provides an Acronym Database to research acronyms found within this IRM.
-
In addition to IRM 3.24.12, Returns and Documents Analysis, Exempt Organization Returns, EO tax examiners will refer to resources available to them, including but not limited to:
-
Document 6209, IRS Processing Codes and Information
-
SERP, Servicewide Electronic Research Program, to view SERP Alerts, IPUs, Correspondex Letters and IRM Supplements among others
-
Publishing + Distribution website to research forms, instructions and publications, other Internal Revenue Manuals, revenue procedures and IRS announcements
-
IRM 3.11.12 Code and Edit, Exempt Organization Returns
-
IRM 3.12.12 Error Resolution, Exempt Organization Returns
-
-
The Taxpayer Advocate Service (TAS) is an independent organization within the Internal Revenue Service (IRS), led by the National Taxpayer Advocate. Its job is to protect taxpayers’ rights by striving to ensure that every taxpayer is treated fairly and knows and understands their rights under the Taxpayer Bill of Rights (TBOR). TAS offers free help to taxpayers, including when taxpayers face financial difficulties due to an IRS problem, when they are unable to resolve tax problems they haven’t been able to resolve on their own, or when they need assistance to address an IRS system, process, or procedure that is not functioning as it should. TAS has at least one taxpayer advocate office located in every state, the District of Columbia, and Puerto Rico.
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TAS uses Form 12412, Operations Assistance Request (OAR), to start the OAR process of referring a case to the Taxpayer Services (TS) Division, to affect the resolution of the taxpayer’s problem. For more information, refer to IRM 13.1.19, TAS Operations Assistance Request (OAR) Process.
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Refer taxpayers to TAS when the contact meets TAS criteria or when Form 911, Request for Taxpayer Advocate Service Assistance (and Application for Taxpayer Assistance Order), is attached and steps cannot be taken to resolve the taxpayer’s issue the same day. See IRM 21.1.3.18, Taxpayer Advocate Service (TAS) Guidelines.
-
The definition of “same day resolution” is within 24 hours. the following two situations meet the definition of “same day resolution”:
-
The issue can be resolved within 24 hours.
-
IRS takes steps within 24 hours to resolve the taxpayer’s issue.
-
-
When making a TAS referral, use Form 911 and forward to TAS following your local procedures.
-
For more information see IRM 13.1.7, Taxpayer Advocate Service (TAS) Case Criteria, and 13.1.7.4, Exceptions to Taxpayer Advocate Service Criteria, for information on cases that TAS will no longer accept..
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The National Taxpayer Advocate reached agreements with the Commissioners or Chiefs of Taxpayer Services (TS) division, Small Business and Self Employed (SB/SE) Division, Tax Exempt and Government Entities (TE/GE), Criminal Investigation (CI), Independent Office Appeals, and Large Business and International (LB&I) that outline the procedures and responsibilities for the processing Taxpayer Advocate Service (TAS) casework when either the statutory or delegated authority to complete case transactions rests outside of TAS. These agreements are known as Service Level Agreements (SLAs).
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SLAs are located in Service Level Agreements between the Tax Exempt & Government Entities Division and the Taxpayer Advocate Service.
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TAS uses the Operation Assistance Request (OAR) process to refer cases when TAS lacks either the statutory or delegated authority to resolve a taxpayer's problem. TAS utilizes Form 12412, Operations Assistance Request to initiate the OAR process.
-
In cases requiring an OAR, TAS will complete Form 12412 and forward the case to the Operating Division Liaison via Form 3210. The Operating Division Liaison will review the case, assign it to the appropriate area, and monitor the case through it's conclusion.
-
Every effort must be made to expedite completion of OAR cases. Time frames for the assigned area to complete the case will be indicated on Form 12412.
-
If resolution of a taxpayer's case can't be completed by the requested time frame or by a negotiated extension date, the employee will immediately notify his or her manager.
-
The manager/employee will work with the TAS contact listed on Form 12412 to arrive at agreed upon time frames for follow-up based on the facts and circumstances of the particular case.
-
The manager/employee assigned the case will discuss the findings and recommendations on the final disposition of the case with the appropriate TAS contact. The TAS contact is responsible for communicating the final decision on the case to the taxpayer however this doesn't prohibit the manager/employee from also communicating that decision to the taxpayer.
-
If the TAS contact and the manager/employee assigned the case can't agree upon the resolution to the taxpayer's problem, the TAS employee will elevate this disagreement to the manager who will discuss it with the appropriate Operating Division manager. The manager/employee assigned the case will also elevate any disagreement to his or her manager.
-
-
For more information, please refer to: IRM 13, Taxpayer Advocate Service and Taxpayer Advocate Service.
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Purpose - Instructions for transcribing and verifying data from block control documents and returns for the Business Master File Processing of the Exempt Organization Returns, using the Integrated Submission and Remittance Processing (ISRP) system.
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Audience - Exempt Organization Data Transcribers at the Ogden Campus is the primary audience for this IRM.
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Policy Owner - The Director, Tax Exempt/Government Entities (TE/GE), Business Systems Planning (BSP).
-
Program Owner - Submission Processing Programs (SPP) and Oversight.
-
Primary Stakeholders - Exempt Organization Headquarters who rely on transcription of exempt organization returns.
-
Transcription operators may also need to refer to IRM 3.24.38, BMF General Instructions, for general procedures. If IRM 3.24.12 and IRM 3.24.38 conflict, IRM 3.24.12 takes precedence.
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Due to substantial changes to the Form 990, batch and process Form 990 for 2007 and prior years, Form 990 for 2008 - 2013, and 2014 and subsequent years, under separate program codes. See IRM 3.24.12.2.3.
-
Transcribe data from:
-
CP 411–414, 420–430, 259A–259G Notices
-
Form 990, Return of Organization Exempt from Income Tax
-
Form 990-EZ, Return of Organization Exempt from Income Tax
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Form 990-PF, Return of Private Foundation
-
Form 990-T, Exempt Organization Business Income Tax Return
-
Form 1041, Schedule D, Capital Gains and Losses
-
Form 1041, Schedule H, Alternative Minimum Tax
-
Form 1041-A, Trust Accumulation of Charitable Amounts
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Form 1120-POL, U. S. Income Tax Return of Certain Political Organizations
-
Form 3800, General Business Credit
-
Form 4136, Computation of Credit for Federal Tax on Gasoline and Special Fuels
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Form 4626, Alternative Minimum Tax–Corporations
-
Form 4720, Return of Certain Excise Taxes on Charities and Other Persons Under Chapter 41 and 42 of the Internal Revenue Code
-
Form 4952, Investment Interest Expense Deduction
-
Form 5227, Split-Interest Trust Information Return
-
Form 5578, Annual Certificate of Racial Nondiscrimination for a Private School Exempt from Federal Income Tax
-
Form 5800, Exempt Organization Returns Edit Sheet
-
Form 8872, Political Organization Report of Contributions and Expenditures
-
Form 8913, Credit for Federal Telephone Excise Tax Paid
-
Form 8936, Schedule A, Clean Vehicle Credit.
-
-
Form 990-EZ 2016 and subsequent will be batched under 13423 and 13424. In order for ISRP to pull up the correct screen for transcription, program code 13430 should be used.
-
Refer to the table below for forms, programs, and tax class doc codes.
FORMS PROGRAM NUMBERS TAX CLASS DOC. CODES Form 990 (2019 and Subsequent) 13456 493 Form 990 (2016 - 2018) 13452 493 Form 990 (2014 and 2015) 13450 493 Form 990 (2008 - 2013), 425–431 & 259A-259H 13410 493 Form 990 (2007 and Prior) 13110 490 Form 990-EZ (2016 and subsequent 13430 (used for ISRP input only) 492 Form 990-EZ (2016 and subsequent) 13423 492 Form 990-EZ/527 (2016 and subsequent) 13424 492 Form 990–EZ (2008 - 2015) 13420 492 Form 990-EZ (2007 and Prior) 13120 409 Form 990-T 13141 393 Form 990-PF 13131 491 Form 1041-A 13162 481 Form 4720 13161 471 Form 5227 13190 483 Form 5578 13160 984 Form 1120-POL 13170 320 Form 5768 15502 977 Form 8872 16010 462
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Some fields require entry of data. These are MUST ENTER fields. Transcription Operation Sheets indicate MUST ENTER fields by the presence of stars (★★★★★★). See IRM 3.24.38 for procedures related to MUST ENTER fields.
-
See the following subsections for entering either the Check Digit or Name Control.
-
Enter the Check Digit as follows:
-
If the EIN is unaltered on a preprinted label, enter the two alpha characters shown to the left of the EIN in the Check Digit (CD) field. You don't need to press <ENTER>. If the Check Digit is illegible, enter the Name Control.
-
If the EIN is unaltered in the preprinted entity information of a CP Notice, enter the two alpha characters shown to the right of the EIN in the Check Digit (CD) field. You don't need to press <ENTER>. If the Check Digit is illegible, enter the Name Control.
-
-
The system fills the Name Control field with cent (¢) signs and positions the cursor on the EIN field. Enter the EIN.
-
If the Check Digit is invalid, the error message CHECK DIGIT ERROR appears. The cursor’s position is on the first digit of the EIN.
-
Check the Check Digit and EIN fields for errors.
-
If the Check Digit was entered incorrectly, press <F1> to position the cursor on the first position of the Check Digit field. Correct the Check Digit field. If the EIN is correct, press <ENTER>.
-
If the EIN was entered incorrectly, correct the field using the normal procedures.
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If both the Check Digit and EIN fields are correct, press <F7> to override the error message.
-
-
In all other cases, press <ENTER> for the Check Digit field. The system grays out the Check Digit field and positions the cursor on the Name Control field.
-
Enter the four character Name Control indented, underlined or edited in the First Name Line area in the Name Control (NC) field (see IRM 3.24.38 for Name Control determination). You don't need to press <ENTER> if entering four characters.
-
If less than four characters, enter those shown and press <ENTER>.
-
If the Name Control is missing or illegible, enter one period, then press <ENTER>.
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See IRM 3.24.38 for Enhanced-Entity Index File processing.
-
These procedures affect Forms Form 990, Form 990EZ, Form 990T, Form 990PF, Form 5227 and CP 411 – 414, 420 - 430, 259A – 259G.
-
The following procedures affect Form 5578, Form 1041A, and Form 4720.
-
If a document is entered with a Name Control rather than a Check Digit, the system accesses the Enhanced-Entity Index File (E-EIF) to determine if the account is already established on the Master File. This procedure reduces the number of unpostables.
Note:
As soon as the EIN field is entered, the system accesses E-EIF. During this time, screen activity occurs and no entry can be made into the terminal. If the account is located, the Name Control entered automatically grayed out and the Check Digit appears in the Check Digit field on the screen. The EIN/Check Digit/Name Control fields bypass verification. If the account isn’t located, the Name Control remains on the screen as entered.
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This section provides specific instructions for entering data.
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Required sections and section verification:
Form Required Section Required Section Verified Other Section(s) Other Section(s) Verified Form 990 (2016 and Subsequent) 01, 02 100% 03 - 13 Yes - 100% if input Form 990 (2014 and 2015 01, 02 100% 03 - 13 Yes - 100% if input Form 990 (2008 and subsequent) 01, 02 100% 03–13 Yes - 100% if input Form 990–EZ (2008 - 2013) 01, 02 100% 03–12 Yes - 100% if input Form 990 & Form 990–EZ (2007 and Prior) 01, 02 100% 03–12 Yes - 100% if input CP 411–414, 420–430 & 259A–259G and
Organization Code "9" filers01 100% 02 No Form 990–PF 01–13 100% (Sections 01–07, 12 & 13) N/A Yes - if input and doesn't pass the zero balance test (Sections 08–11) Form 990–T 01–04 Yes 07, 08, 15, 17, 20 Yes - if input
*Section 20 is not verifiedForm 1041–A 01 Yes 03 No Form 1120–POL 01 Yes 02–05, 15, 20 Yes - 05 verified if input Form 4720 01, 02 Yes 03 No Form 5227 01–05 Yes N/A N/A Form 5578 01 Yes N/A N/A Form 5768 01 Yes N/A N/A Form 8872 01 Yes 02, 03 Yes - if input
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ISRP enters the address fields on a foreign address. ISRP won't enter a CCC "U" or Action Code 650 to send the returns to (SCRS) or (ERS).
-
Refer to IRM 3.24.38.3.4.14.9 for correct procedures for entering foreign addresses.
-
All fields are DOLLARS AND CENTS unless otherwise specified.
-
A space and a dollar sign following the prompt (i.e. LN2 $) specifies the field is a dollars only field.
-
Since many reports generate from the information on these returns, take extreme care when entering the money amounts.
-
If the instruction calls for dollars only, don't enter cents (e.g., $400.00 entered as 400).
-
If the instruction calls for dollars and cents, be sure to enter the cents (e.g., $400 entered as 400.00).
-
-
For all Yes/No boxes, enter the digit edited to the right of the Line number.
-
If un-edited:
-
Enter "1" if the yes box is checked.
-
Enter "2" if the no box is checked.
-
Press <ENTER> only if both boxes are checked, blank or N/A.
-
-
The following exhibits represent specific data entry procedures.
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | SC Block Control | ABC | (auto) | The screen displays the ABC entered in the EOP Dialog box, as described in IRM 3.24.38.4.1.1. You can't change it. |
(2) | Block DLN | DLN | <ENTER> | Enter the first 11 digits as shown on:
|
(3) | Batch Number | BATCH | <ENTER> | Enter the batch number as follows:
|
(4) | Document Count | COUNT | <ENTER> | Enter the document count as follows:
|
(5) | Pre-journalized Credit Amount | CR | <ENTER> |
|
(6) | Pre-journalized Debit Amount | DB | <ENTER> |
|
(7) | Transaction Code | TRCODE | <ENTER> | Press <ENTER>. |
(8) | Transaction Date | TRDATE | <ENTER> | Press <ENTER>. |
(9) | MFT Code | MFT | <ENTER> | Enter the 2 digit code as follows:
|
(10) | Secondary Amount | SECAMT | <ENTER> | Enter the bracketed amount as follows:
|
(11) | Source Code | SOURCE | <ENTER> | If the control document is a Form 3893, enter from box 11 as follows:
|
(12) | Year Digit | YEAR | <ENTER> | If the control document is a Form 3893, enter the digit from the box 12 (current or otherwise). This is a MUST ENTER field if the Source Code is "R" , "N" , or "4" . |
(13) | Period Code | PRIOR YEAR | <ENTER> | No entry. |
(14) | RPS Indicator | RPS | <ENTER> | Enter "2" if:
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> |
|
(3) | Check Digit | CD | <ENTER> |
|
(4) | Name Control | NC | <ENTER> |
|
(5) | E.I.N. | EIN | <ENTER> ★★★★★★ |
|
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> |
|
(10) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(11) | Foreign Address | FGN ADD | <ENTER> |
|
(12) | Street Address | ADDR | <ENTER> |
|
(13) | City | CITY | <ENTER> |
|
(14) | State | ST | <ENTER> |
|
(15) | ZIP Code | ZIP | <ENTER> |
|
(16) | Group Code H(b) | BOXHB | <ENTER> |
|
(17) | Tax Exempt Status | BOXI | <ENTER> | Enter the edited two digit code from the blank space of Box I. |
(18) | Type of Organization | BOXK RT | <ENTER> |
|
(19) | Computer Condition Codes | CCC | <ENTER> |
|
(20) | Received Date | RDATE | <ENTER> ★★★★★★ |
|
(21) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(22) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(23) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(24) | Preparer Telephone # | TEL# | <ENTER> |
|
(25) | ERS Action Code | BOTLFMAR | <ENTER> |
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "02" . |
(2) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(3) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(4) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(5) | Correspondence Received Date | LN5 | <ENTER> |
|
(6) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "03" . |
(2) | Remittance | RMT | <ENTER> |
|
(3) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(4) | Undertake New Activities Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2. |
(5) | Make Significant Changes Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3. |
(6) | Exempt Purpose Code 1 | L4A | <ENTER> | Press Enter only. Don't transcribe a code. |
(7) | Exempt Purpose Code 2 | L4B | <ENTER> | Press Enter only. Don't transcribe a code. |
(8) | Exempt Purpose Code 3 | L4C | <ENTER> | Press Enter only. Don't transcribe a code. |
(9) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(10) | 501(c)(3) or 4947(a)(1) Y/N | L1 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 1. |
(11) | Required to Complete Sch B Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 2. |
(12) | Engage in Direct or Indirect Political Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 3. |
(13) | Engage in Lobbying Activities Y/N | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 4. |
(14) | Subject to Sec 6033(c) Notice | L5 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 5. |
(15) | Maintain Donor Advised Y/N | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 6. |
(16) | Receive or Hold Conservation Y/N | L7 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 7. |
(17) | Maintain Collections of Works of Art Y/N | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 8. |
(18) | Provide Credit Counseling Y/N | L9 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 9. |
(19) | Hold Assets in Term/Permanent Y/N | L10 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 10. |
(20) | Land, Buildings, Equipment | 11A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11a. |
(21) | Investments Other Securities | 11B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11b. |
(22) | Investments Program Related | 11C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11c. |
(23) | Other Assets | 11D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11d. |
(24) | Other Liabilities | 11E | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11e. |
(25) | Separate or Consolidated Financial Statements | 11F | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11f. |
(26) | Separate Independent Audited Financial | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12a. |
(27) | Consolidated Independent Financial | 12B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12b. |
(28) | School Described in 170(b)(1)(A)(ii) | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 13. |
(29) | Maintain an Office, etc Outside U.S. | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14a. |
(30) | Have Aggregate Revenues/Expenses | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14b. |
(31) | Report > $5000 on Part IX Organizations | L15 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 15. |
(32) | Report > $5000 on Part IX Individuals | L16 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 16. |
(33) | Report > $15,000 on Part IX, Line 11e | L17 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 17. |
(34) | Report > $15,000 on Part VIII, Line 1c/8a | L18 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 18. |
(35) | Report > $15,000 on Part VIII, Line 9a | L19 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 19. |
(36) | Operate Hospitals | 20A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20a. |
(37) | Attach Audited Financial Statements | 20B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "04" . |
(2) | Report > $5000 on Part IX, Line 1 | L21 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 21. |
(3) | Report > $5000 on Part IX, Line 2 | L22 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 22. |
(4) | Answer Yes to Questions 3, 4, 5 | L23 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 23. |
(5) | Any Tax-Exempt Bond with Outstanding Principal | 24A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24a. |
(6) | Invest Any Proceeds | 24B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24b. |
(7) | Maintain an Escrow Account | 24C | <ENTER> | Enter a yes or no from the yes/box from Part IV, Line 24c. |
(8) | Act as "On Behalf Of" Issuer | 24D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24d. |
(9) | 501(c)(3) / 501(c)(4) Organizations | 25A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25a. |
(10) | Become Aware it Engaged in Excess | 25B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25b. |
(11) | Loan to/by Current/Former Officer | L26 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 26. |
(12) | Provide Grant or Other Assistance | L27 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 27. |
(13) | Business Transaction with Current or Former Officer | 28A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28a. |
(14) | Business Transaction with Family Member | 28B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28b. |
(15) | Business Transaction with Entity of Current/ Former Officer | 28C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28c. |
(16) | Receive or Accrue > $25,000 in Non-Cash | L29 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 29. |
(17) | Receive or Accrue Contributions of Art | L30 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 30. |
(18) | Liquidate, Terminate, Dissolve | L31 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 31. |
(19) | Sell, Exchange, Dispose | L32 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 32. |
(20) | Own 100% of an Entity | L33 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 33. |
(21) | Related to Tax-Exempt / Taxable Entity | L34 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 34. |
(22) | Controlled Entity Within 512(b)(13) | L35A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35a. |
23 | Receive Payment or Engage Transaction Within | L35B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35b. |
(24) | Make Any Transfers | L36 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 36. |
(25) | Conduct More than 5% | L37 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 37. |
(26) | Complete Schedule O | L38 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "05" . |
(2) | Part V Number of Forms/1096 | PTVL1A | <ENTER> | Enter the number shown on Part V, Line 1a. |
(3) | Number of Forms W-2G | L1B | <ENTER> | Enter the number shown on Part V, Line 1b. |
(4) | Comply with Backup Withholding Rules | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 1c. |
(5) | Number of Employees / W-3 | L2A | <ENTER> | Enter the number shown on Part V, Line 2a. |
(6) | File All Required Federal Employment Returns | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 2b. |
(7) | Unrelated Business Income > $1000 | L3A | <ENTER> | Enter a yes or no from the yes/box from Part V, Line 3a. |
(8) | If Yes, Has Filed a 990-T | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 3b. |
(9) | Interest in or a Signature | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 4a. |
(10) | Party to a Prohibited Tax Shelter | L5A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5a. |
(11) | Taxable Party Notify Organization | L5B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5b. |
(12) | If Yes, Did Organization File 8886-T | L5C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5c. |
(13) | Annual Gross Receipts Normally >$100,000 | L6A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6a. |
(14) | If Yes, Did Organization Include | L6B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6b. |
(15) | >$75 Partly Contribution/Goods/Services | L7A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7a. |
(16) | If Yes, Did Organization Notify Donor | L7B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7b. |
(17) | Sell, Exchange, Otherwise Dispose | L7C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7c. |
(18) | Number of Forms 8282 | L7D | <ENTER> | Enter the number shown on Part V, Line 7d. |
(19) | Receive Any Funds | L7E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7e. |
(20) | Pay Premiums | L7F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7f. |
(21) | Contributions of Qualified Intellectual Property | L7G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7g. |
(22) | Contributions of Cars, Boats, Airplanes | L7H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7h. |
(23) | Sponsoring Orgs, 509(a)(3) Excess Business Holdings | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 8. |
(24) | Make Taxable Distributions Under 4966 | L9A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9a. |
(25) | Make Distribution to Donor | L9B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9b. |
(26) | Initiation Fees/Capital Contributions | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10a. |
(27) | Gross Receipts for Public Use of Facilities | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10b. |
(28) | Gross Income/Members/Shareholders | 11A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11a. |
(29) | Gross Income from Other Sources | 11B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11b. |
(30) | 4947(a)(1) Filing 990 in Lieu of 1041 | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 12a. |
(31) | Amount of Tax Exempt Interest | 12B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 12b. |
(32) | Licensed to Issue Qualified Health Plans | 13A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 13a. |
(33) | Aggregate Amount of Reserves to Maintain | 13B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13b. |
(34) | Aggregate Amount of Reserves on Hand | 13C $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13c. |
(35) | Receive Payments for Indoor Tanning | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14a. |
(36) | Filed Form 720 to Report Payments | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "06" . |
(2) | Voting Members of Governing Body | PG6L1A | <ENTER> | Enter the number shown on Part VI, Section A, Line 1a. |
(3) | Independent Voting Members | L1B | <ENTER> | Enter the number shown on Part VI, Section A, Line 1b. |
(4) | Officer, Director, Trustee Family/Relationship | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 2. |
(5) | Delegate Control Over Management | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 3. |
(6) | Make Significant Changes | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 4. |
(7) | Become Aware of Material Diversion | L5 | <ENTER> | Enter a yes or no from the yes/box from Part VI, Section A, Line 5. |
(8) | Members of Stockholders | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 6. |
(9) | Members, Stockholders, Other Persons | 7A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7a. |
(10) | Members Subject to Approval | 7B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7b. |
(11) | Determining Compensation for CEO, Exec Director | 15A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section B, Line 15a. |
(12) | Total Reportable Compensation from Organization | PG8L1D(D) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column D. |
(13) | Total Reportable Compensation from Related Organization | 1D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column E. |
(14) | Total Compensation from Organization & Related Organizations | 1D(F) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column F. |
(15) | Total Individuals who Received > $100,000 | SECTAL2 | <ENTER> | Enter the number shown on Part VII, Section A, Line 2. |
(16) | Total Independent Contractors Received > $100,000 | SECTBL2 | <ENTER> | Enter the number shown on Part VII, Section B, Line 2. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "07" . |
(2) | Total Contributions/ Gifts/Grants |
PG9L1H $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 1h, Column (A). |
(3) | Program Service Business Code 2A | 2ACODE | <ENTER> | Enter the number shown on Part VIII, Line 2a. |
(4) | 2a Program Service Revenue Col. A | 2A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2a, Column (A). |
(5) | Program Service Business Code 2B | 2BCODE | <ENTER> | Enter the number shown on Part VIII, Line 2b. |
(6) | 2b Program Service Revenue Col. A | 2B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2b, Column (A). |
(7) | Program Service Business Code 2C | 2CCODE | <ENTER> | Enter the number shown on Part VIII, Line 2c. |
(8) | 2c Program Service Revenue Col. A | 2C(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2c, Column (A). |
(9) | Program Service Business Code 2D | 2DCODE | <ENTER> | Enter the number shown on Part VIII, Line 2d. |
(10) | 2d Program Service Revenue Col. A | 2D(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2d, Column (A). |
(11) | Program Service Business Code 2E | 2ECODE | <ENTER> | Enter the number shown on Part VIII, Line 2e. |
(12) | 2e Program Service Revenue Col. A | 2E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2e, Column (A). |
(13) | 2f Program Service Revenue Col. A | 2F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2f, Column (A). |
(14) | 2g Program Service Revenue Total Col. A | 2GTOT $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 2g, Column (A). |
(15) | Investment Income Col. A | 3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 3, Column (A). |
(16) | Tax-Exempt Bond Proceeds Col. A | 4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 4, Column (A). |
(17) | Royalties Col. A | 5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 5, Column (A). |
(18) | Gross Rents Real | 6(A)I $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (i). |
(19) | Gross Rents Personal | 6(A)II $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (ii). |
(20) | Rental Expenses Real | 6(B)(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (i). |
(21) | Rental Expenses Personal | 6(B)(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (ii). |
(22) | Rental Income/Loss Real | 6C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (i). |
(23) | Rental Income/Loss Personal | 6C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (ii). |
(24) | Net Rental Income/Loss Col. A | 6D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6d, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Gross Amount from Sales of Assets - Securities | PG9L7A(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (i). |
(3) | Gross Amount from Sales of Assets - Other | 7A(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (ii). |
(4) | Cost or Other Basis/Sales - Securities | 7B(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (i). |
(5) | Cost or Other Basis/Sales - Other | 7B(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (ii). |
(6) | Gain/Loss - Securities | 7C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (i). |
(7) | Gain/Loss - Other | 7C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (ii). |
(8) | Net Gain/Loss Col. A | 7D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7d, Column (A). |
(9) | Gross Income from Fundraising | 8A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8a. |
(10) | Less Direct Expenses 8b | 8B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8b. |
(11) | Net Income/Loss from Fundraising Col. A | 8C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8c, Column (A). |
(12) | Gross Income from Gaming | 9A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9a. |
(13) | Less Direct Expenses 9b | 9B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9b. |
(14) | Net Income/Loss from Gaming | 9C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9c, Column (A). |
(15) | Gross Sales of Inventory | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10a. |
(16) | Less Cost of Goods Sold | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10b. |
(17) | Net Income/Loss from Sales Col. A | 10C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10c, Column (A). |
(18) | Misc. Revenue Business Code 11a | 11ACODE | <ENTER> | Enter the number shown on Part VIII, Line 11a. |
(19) | Misc. Revenue Total (A) Col. A | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11a, Column (A). |
(20) | Misc. Revenue Business Code 11b | 11BCODE | <ENTER> | Enter the number shown on Part VIII, Line 11b. |
(21) | Misc. Revenue Total 11B(A) Col. A | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11b, Column (A). |
(22) | Misc. Revenue Business Code 11c | 11CCODE | <ENTER> | Enter the number shown on Part VIII, Line 11c. |
(23) | Misc. Revenue Total 11C(A) Col. A | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11c, Column (A). |
(24) | Misc. Revenue Total 11D(A) Col. A | 11D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11d, Column (A). |
(25) | Misc. Revenue Total 11E Col. A | 11ETOT $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11e, Column (A). |
(26) | Total Revenue 12(A) Col. A | 12(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 12, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" .. |
(2) | Gross to Government / Organizations in U.S. | PG10L1(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 1, Column (A). |
(3) | Grants / Other Assistance in U.S. | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 2, Column (A). |
(4) | Grants / Other Assistance Outside U.S. | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 3, Column (A). |
(5) | Benefits Paid to / for Members | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 4, Column (A). |
(6) | Compensation of Current Officers / Directors | L5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 5, Column (A). |
(7) | Compensation to Disqualified Persons | L6(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 6, Column (A). |
(8) | Other Salaries / Wages | L7(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 7, Column (A). |
(9) | Pension Plan Contributions | L8(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 8, Column (A). |
(10) | Other Employee Benefits | L9(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 9, Column (A). |
(11) | Payroll Taxes | 10(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 10, Column (A). |
(12) | Fees for Services / Management | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11a, Column (A). |
(13) | Fees for Services / Legal | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11b, Column (A). |
(14) | Fees for Services / Accounting | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11c, Column (A). |
(15) | Fees for Services / Lobbyists | 11D(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11d, Column (A). |
(16) | Fees for Services / Professional Fundraising | 11E(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11e, Column(A). |
(17) | Fees for Services / Investment Management | 11F(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11f, Column (A). |
(18) | Fees for Services / Other | 11G(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from shown on Part IX, Line 11g, Column (A). |
(19) | Advertising / Promotion | 12(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 12, Column (A). |
(20) | Office Expenses | 13(A) $ | <ENTER> MINUS (-) |
Enter the amount from on Part IX, Line 13, Column (A). |
(21) | Information Technology | 14(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 14, Column (A). |
(22) | Royalties | 15(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 15, Column (A). |
(23) | Occupancy | 16(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 16, Column (A). |
(24) | Travel | 17(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 17, Column (A). |
(25) | Payments of Travel / Entertainment | 18(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 18, Column (A). |
(26) | Conferences, Conventions / Meetings | 19(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 19, Column (A). |
(27) | Interest | 20(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 20, Column (A). |
(28) | Payments to Affiliates | 21(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 21, Column (A). |
(29) | Depreciation / Depletion | 22(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 22, Column (A). |
(30) | Insurance | 23(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 23, Column (A). |
(31) | Other Expenses a | 24A(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 24a, Column (A). |
(32) | Other Expenses b | 24B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24b, Column (A). |
(33) | Other Expenses c | 24C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24c, Column (A). |
(34) | Other Expenses d | 24D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24d, Column (A). |
(35) | Other Expenses e | 24E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24e, Column (A). |
(36) | NA | 24F $ | <ENTER> | Enter only. |
(37) | Total Functional Expenses | 25(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 25, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Cash EOY | PG11L1(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 1, Column (B). |
(3) | Savings / Temporary Investments EOY | L2(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 2, Column (B). |
(4) | Pledges / Grants Receivable EOY | L3(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 3, Column (B). |
(5) | Accounts Receivable EOY | L4(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 4, Column (B). |
(6) | Receivables from Current / Former EOY | L5(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 5, Column (B). |
(7) | Receivables from Disqualified Persons EOY | L6(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 6, Column (B). |
(8) | Notes / Loans Receivable EOY | L7(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 7, Column (B). |
(9) | Inventories for Sale EOY | L8(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 8, Column (B). |
(10) | Prepaid Expenses EOY | L9(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 9, Column (B). |
(11) | Land / Buildings Less Accumulated EOY | 10C(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 10c, Column (B). |
(12) | Investments Publicly Traded Securities EOY | 11(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 11, Column (B). |
(13) | Investments Other Securities EOY | 12(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 12, Column (B). |
(14) | Investments Program Related EOY | 13(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 13, Column (B). |
(15) | Intangible Assets EOY | 14(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 14, Column (B). |
(16) | Other Assets EOY | 15(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 15, Column(B). |
(17) | Total Assets BOY | 16(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 16, Column (A). |
(18) | Total Assets EOY | 16(B) $ | <ENTER> MINUS (-) |
Enter the amount from shown on Part X, Line 16, Column (B). |
(19) | Accounts Payable EOY | 17(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 17, Column (B). |
(20) | Grants Payable EOY | 18(B) $ | <ENTER> MINUS (-) |
Enter the amount from on Part X, Line 18, Column (B). |
(21) | Deferred Revenue EOY | 19(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 19, Column (B). |
(22) | Tax-Exempt Bond Liabilities EOY | 20(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 20, Column (B). |
(23) | Escrow Liability EOY | 21(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 21, Column (B). |
(24) | Payable to Current / Former Officers EOY | 22(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 22, Column (B). |
(25) | Secured Mortgages / Notes EOY | 23(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 23, Column (B). |
(26) | Unsecured Notes / Loans EOY | 24(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 24, Column (B). |
(27) | Other Liabilities EOY | 25(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 25, Column (B). |
(28) | Total Liabilities BOY | 26(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 26, Column (A). |
(29) | Total Liabilities EOY | 26(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 26, Column (B). |
(30) | Unrestricted Net Assets EOY | 27(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 27, Column (B). |
(31) | Temporarily Restricted Net Assets EOY | 28(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 28, Column (B). |
(32) | Permanently Restricted Net Assets EOY | 29(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 29, Column (B). |
(33) | Capital Stock / Trust EOY | 30(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 30, Column (B). |
(34) | Paid-In / Capital Surplus EOY | 31(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 31, Column (B). |
(35) | Retained Earnings, Endowment EOY | 32(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 32, Column (B). |
(36) | Total Net Assets or Fund Balances BOY | 33(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 33, Column (A). |
(37) | Total Net Assets or Fund Balances EOY | 33(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 33, Column (B). |
(38) | Total Liabilities / Net Assets Fund Balances EOY | 34(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 34, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter one of the following:
|
(4) | Type I, II or III Supporting Organization | 11E | <ENTER> | Enter a "1" if the box is checked on Schedule A, Part I, Line 11e. |
(5) | Number of Supported Organizations | 11F | <ENTER> | Enter the number from Line 11f. |
(6) | EIN A | 11G(II)A | <ENTER> | Enter the EIN in Part I, Line 11g, Row A, Column (ii). |
(7) | Type of Org A | 11G(III)A | <ENTER> | Enter the type of organization in Part I, Line 11g, Row A, Column (iii). |
(8) | Listed in Governing Doc A | 11G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row A, Column (iv). |
(9) | Amount of Support A | 11G(V) A $ | <ENTER> | Enter the amount on Part I, Line 11g, Row A, Column (v). |
(10) | EIN B | 11G(II)B | <ENTER> | Enter the EIN in Part I, Line 11g, Row B, Column (ii). |
(11) | Type of Org B | 11G(III)B | <ENTER> | Enter the type of organization in Part I, Line 11g, Row B, Column (iii). |
(12) | Listed in Governing Doc B | 11G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row B, Column (iv). |
(13) | Amount of Support B | 11G(V)B $ | <ENTER> | Enter the amount Part I, Line 11g, Row B, Column (v). |
(14) | EIN C | 11G(II)C | <ENTER> | Enter the EIN in Part I, Line 11g, Row C, Column (ii). |
(15) | Type of Org C | 11G(III)C | <ENTER> | Enter the type of organization in Part I, Line 11g, Row C, Column (iii). |
(16) | Listed in Governing Doc C | 11G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row C, Column (iv). |
(17) | Amount of Support C | 11G(V)C $ | <ENTER> | Enter the amount on Part I, Line 11g, Row C, Column (v). |
(18) | EIN D | 11G(II)D | <ENTER> | Enter the EIN in Part I, Line 11g, Row D, Column (ii). |
(19) | Type of Org D | 11G(III)D | <ENTER> | Enter the type of organization in Part I, Line 11g, Row D, Column (iii). |
(20) | Listed in Governing Doc D | 11G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row D, Column (iv). |
(21) | Amount of Support D | 11G(V)D $ | <ENTER> | Enter the amount on Part I, Line 11g, Row D, Column (v). |
(22) | EIN E | 11G(II)E | <ENTER> | Enter the EIN in Part I, Line 11g, Row E, Column (ii). |
(23) | Type of Org E | 11G(III)E | <ENTER> | Enter the type of organization in Part I, Line 11g, Row E, Column (iii). |
(24) | Listed in Governing Doc E | 11G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row E, Column (iv). |
(25) | Amount of Support E | 11G(V)E $ | <ENTER> | Enter the amount on Part I, Line 11g, Row E, Column (v). |
(26) | Total Number of Organizations | 11G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 11h, Column (i), Total Line. |
(27) | Total | G(V)TOT $ | <ENTER> | Enter the amount on Part I, Line 11g, Total, Column (v). |
(28) | Filling Field | N/A | <ENTER> | Blank field generates on output. |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions | |
---|---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
|
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). | |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). | |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). | |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). | |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). | |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). | |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). | |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). | |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). | |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). | |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). | |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). | |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). | |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). | |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). | |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). | |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). | |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 14 is checked. | |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19a is checked. | |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19b is checked. | |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 20 is checked. | |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. | |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. | |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. | |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. | |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. | |
(28) | Part V Data Present Indicator | PTV | <ENTER> | Enter a 1 if data is present in Part V. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHC1AL2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Total Number at EOY | SCHDL1(A) | <ENTER> | Enter the number shown on Schedule D, Part I, Line 1, Column (a). |
(4) | Contributions To | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 2, Column (a). |
(5) | Grants From | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 3, Column (a). |
(6) | Aggregate Value | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 4, Column (a). |
(7) | Inform All Donors Checkbox | L5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 5. |
(8) | Inform All Grantees Checkbox | L6 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 6. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
(2) | Financial Assistance | L1A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1a: 1 = yes 2 = no. |
(3) | Written Policy | L1B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1b: 1 = yes 2 = no. |
(4) | Best Describes | L2 | <ENTER> | Enter the following:
|
(5) | FPG Used | L3A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3a: 1 = yes 2 = no. |
(6) | FPG% | L3A% | <ENTER> | Enter the following from Schedule H, Part I, Line 3a percent: 1 = 100% 2 = 150% 3 = 200% 4 = Other. |
(7) | FPG Discounted Care | L3B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3b: 1 = yes 2 = no. |
(8) | FPG Discounted Care % | L3B% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3b percent: 1 = 200% 2 = 250% 3 = 300% 4 = 350% 5 = 400% 6 = Other If more than one box is checked, enter the number for the largest percent.. |
(9) | Applied to Largest Number of Patients | L4 | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 4: 1 = yes 2 = no. |
(10) | Budget Amounts for Free or Discounted | L5A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5a: 1 = yes 2 = no. |
(11) | Exceed Budget Amount | L5B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5b: 1 = yes 2 = no. |
(12) | Unable to Provide Free or Discounted Care | L5C | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5c: 1 = yes 2 = no. |
(13) | Prepare A Community Benefit Report | L6A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6a: 1 = yes 2 = no. |
(14) | Available to Public | L6B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6b: 1 = yes 2 = no. |
(15) | Financial Assistance C | L7AC $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (c). |
(16) | Financial D | L7AD $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (d). |
(17) | Financial Assistance at Cost Net Community | SCHH 7A(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7a, Column (e). |
(18) | Financial Assistance at Cost Percent | 7A(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7a, Column (f). |
(19) | Medicaid C | L7BC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (c). |
(20) | Medicaid D | L7BD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (d). |
(21) | Unreimbursed Medicaid Net Community | 7B(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (e). |
(22) | Unreimbursed Medicaid Percent | 7B(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7b, Column (f). |
(23) | Cost of Other Means Tested C | L7CC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (c). |
(24) | Cost of Other Means Tested D | L7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (d). |
(25) | Unreimbursed Costs - Other Net Community | 7C(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (e). |
(26) | Unreimbursed Costs - Other Percent | 7C(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7c, Column (f). |
(27) | Financial Assistance Total C | 7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (c). |
(28) | Financial Assistance Total D | 7DD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (d). |
(29) | Total Financial Assistance Net Community | 7D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (e). |
(30) | Total Financial Assistance Percent | 7D(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7d, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "32" . |
(2) | Community Health Improvement C | 7EC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (c). |
(3) | Community Health Improvement D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (d). |
(4) | Community Health Improvement E | 7EE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (e). |
(5) | Community Health Improvement Percent | 7EF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7e, Column (f). |
(6) | Health Professions C | 7FC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (c). |
(7) | Health Professions D | 7FD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (d). |
(8) | Health Professions E | 7FE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (e). |
(9) | Health Professions Percent | 7FF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7f, Column (f). |
(10) | Subsidized Health Services C | 7GC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (c). |
(11) | Subsidized Health Services D | 7GD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (d). |
(12) | Subsidized Health Services E | 7GE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (e). |
(13) | Subsidized Health Services Percent | 7GF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7g, Column (f). |
(14) | Research C | 7HC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (c). |
(15) | Research D | 7HD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (d). |
(16) | Research E | 7HE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (e). |
(17) | Research F Percent | 7HF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7h, Column (f). |
(18) | Cash & Contributions C | 7IC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (c). |
(19) | Cash & Contributions D | 7ID $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (d). |
(20) | Cash & Contributions E | 7IE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (e). |
(21) | Cash & Contributions % | 7IF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7i, Column (f). |
(22) | Total Other Benefits C | 7JC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (c). |
(23) | Total Other Benefits D | 7JD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (d). |
(24) | Total Other Benefits E | 7JE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (e). |
(25) | Total Other Benefits Percent | 7JF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7j, Column (f). |
(26) | Total C | 7KC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (c). |
(27) | Total D | 7KD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (d). |
(28) | Total E | 7KE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (e). |
(29) | Total Percent | 7KF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7k, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "16" . |
(2) | Total Net Community | PII10E $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part II, Line 10, Column (e). |
(3) | Total Percent of Expense | 10F% | <ENTER> | Enter the percent from Schedule H, Part II, Line 10 Column (f). |
(4) | Report Bad Debt Expense | PT3L1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part III, Line 1. |
(5) | Bad Debt Expense Amount | L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 2. |
(6) | Estimated Bad Debt Expense Amount | L3 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 3. |
(7) | Revenue from Medicare | L5 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 5. |
(8) | Medicare Allowable Costs | L6 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 6. |
(9) | Medicare Surplus or Shortfall | L7 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 7. |
(10) | Costing Methodology or Source Code | L8CD | <ENTER> | Enter the edited code from the right of the boxes from Schedule H, Part III, Line 8. |
(11) | Written Debt Collection Policy | L9A | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9a. |
(12) | Collection Policy Contain Provision | L9B | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9b. |
(13) | Part IV Code | PIVCD | <ENTER> | Enter the edited digit from Schedule H, Part IV, right margin. |
(14) | Part V How Many Hospital Facilities Did Organization Operate | SECATOP | <ENTER> | Enter the number shown in the Hospital Facilities area in the top left portion of Schedule H, Part V, Section A. |
(15) | Part V Section C Indicator Code | SECCRM | <ENTER> | Enter the indicator code from Schedule H, Part V, Section C, right margin. |
(16) | Part V How Many Non-Hospital Facilities Did Organization Operate | SECCTOP | <ENTER> | Enter the number from the non-hospital health care benefits line. |
(17) | Part V Section D Indicator Code | SECTDRM | <ENTER> | Enter the edited code from Schedule H, Part V, Section D, right margin. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a" 1" if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(19) | Other | 16I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(6) | Actions That Require Legal or Judicial Process | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(7) | Other Similar Actions | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(8) | Notified Financial Assistance Upon Admission | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Notified Financial Assistance in Bills | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Documented Its Determination | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Negotiated Commercial Insurance Rate | 22A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 22B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Medicare Rate | 22C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Other | 22D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "37" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "38" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a" 1" if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(19) | Other | 16I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17 is checked. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Filling Field | N/A | <ENTER> | Generate a blank field on output. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "39" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(6) | Actions That Require Legal or Judicial Process | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(7) | Other Similar Actions | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(8) | Notified Financial Assistance Upon Admission | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Notified Financial Assistance in Bills | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Documented Its Determination | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Negotiated Commercial Insurance Rate | 22A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 22B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Medicare Rate | 22C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Other | 22D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "40" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "41" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a" 1" if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(19) | Other | 16I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17 is checked. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "42" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(6) | Actions That Require Legal or Judicial Process | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(7) | Other Similar Actions | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(8) | Notified Financial Assistance Upon Admission | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Notified Financial Assistance in Bills | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Documented Its Determination | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Negotiated Commercial Insurance Rate | 22A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 22B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Medicare Rate | 22C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Other | 22D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "43" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "44" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a" 1" if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(19) | Other | 16I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17 is checked. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "45" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(6) | Actions That Require Legal or Judicial Process | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(7) | Other Similar Actions | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(8) | Notified Financial Assistance Upon Admission | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Notified Financial Assistance in Bills | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Documented Its Determination | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Negotiated Commercial Insurance Rate | 22A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 22B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Medicare Rate | 22C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Other | 22D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "46" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "47" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a" 1" if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | Filling Field | N/A | <ENTER> | Generate a blank field on output. |
(19) | Other | 16I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17 is checked. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "48" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Filling Field | N/A | <ENTER> | Generate blank field on output. |
(6) | Actions That Require Legal or Judicial Process | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(7) | Other Similar Actions | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(8) | Notified Financial Assistance Upon Admission | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Notified Financial Assistance in Bills | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Documented Its Determination | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Negotiated Commercial Insurance Rate | 22A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 22B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Medicare Rate | 22C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Other | 22D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "49" . |
(2) | Excess Benefit Transactions | PT1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part 1. |
(3) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
(4) | Interest, Annuities, Royalties, Yes/No Box | SCHR PT51A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule R, Part V, Line 1a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> |
|
(3) | Check Digit | CD | <ENTER> |
|
(3a) | Name Control | NC | <ENTER> |
|
(4) | E.I.N. | EIN | <ENTER> ★★★★★★ |
|
(5) | Address Check | ADDRESS CHECK? | <ENTER> | Enter Y or N as appropriate. |
(6) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38 |
(7) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38 |
(8) | Tax Period | TAXPR | <ENTER> |
|
(9) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(10) | Foreign Address | FGN ADD | <ENTER> |
|
(11) | Street Address | ADDR | <ENTER> |
|
(12) | City | CITY | <ENTER> |
|
(13) | State | ST | <ENTER> |
|
(14) | ZIP Code | ZIP | <ENTER> |
|
(15) | Group Code H(b) | BOXHB | <ENTER> |
|
(16) | Tax Exempt Status | BOXI | <ENTER> | Enter the edited two digit code from the blank space of Box I. |
(17) | Type of Organization | BOXK RT | <ENTER> |
|
(18) | Computer Condition Codes | CCC | <ENTER> |
|
(19) | Received Date | RDATE | <ENTER> ★★★★★★ |
|
(20) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(21) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(22) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(23) | Preparer Telephone # | TEL# | <ENTER> |
|
(24) | ERS Action Code | BOTLFMAR | <ENTER> |
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "02" . |
(2) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(3) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(4) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(5) | Correspondence Received Date | LN5 | <ENTER> |
|
(6) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "03" . |
(2) | Remittance | RMT | <ENTER> |
|
(3) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(4) | Undertake New Activities Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2. |
(5) | Make Significant Changes Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3. |
(6) | Exempt Purpose Code 1 | L4A | <ENTER> | Press Enter only. Don't transcribe a code. |
(7) | Exempt Purpose Code 2 | L4B | <ENTER> | Press Enter only. Don't transcribe a code. |
(8) | Exempt Purpose Code 3 | L4C | <ENTER> | Press Enter only. Don't transcribe a code. |
(9) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(10) | 501(c)(3) or 4947(a)(1) Y/N | L1 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 1. |
(11) | Required to Complete Sch B Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 2. |
(12) | Engage in Direct or Indirect Political Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 3. |
(13) | Engage in Lobbying Activities Y/N | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 4. |
(14) | Subject to Sec 6033(c) Notice | L5 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 5. |
(15) | Maintain Donor Advised Y/N | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 6. |
(16) | Receive or Hold Conservation Y/N | L7 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 7. |
(17) | Maintain Collections of Works of Art Y/N | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 8. |
(18) | Provide Credit Counseling Y/N | L9 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 9. |
(19) | Hold Assets in Term/Permanent Y/N | L10 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 10. |
(20) | Land, Buildings, Equipment | 11A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11a. |
(21) | Investments Other Securities | 11B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11b. |
(22) | Investments Program Related | 11C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11c. |
(23) | Other Assets | 11D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11d. |
(24) | Other Liabilities | 11E | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11e. |
(25) | Separate or Consolidated Financial Statements | 11F | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11f. |
(26) | Separate Independent Audited Financial | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12a. |
(27) | Consolidated Independent Financial | 12B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12b. |
(28) | School Described in 170(b)(1)(A)(ii) | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 13. |
(29) | Maintain an Office, etc Outside U.S. | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14a. |
(30) | Have Aggregate Revenues/Expenses | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14b. |
(31) | Report > $5000 on Part IX Organizations | L15 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 15. |
(32) | Report > $5000 on Part IX Individuals | L16 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 16. |
(33) | Report > $15,000 on Part IX, Line 11e | L17 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 17. |
(34) | Report > $15,000 on Part VIII, Line 1c/8a | L18 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 18. |
(35) | Report > $15,000 on Part VIII, Line 9a | L19 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 19. |
(36) | Operate Hospitals | 20A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20a. |
(37) | Attach Audited Financial Statements | 20B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "04" . |
(2) | Report > $5000 on Part IX, Line 1 | L21 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 21. |
(3) | Report > $5000 on Part IX, Line 2 | L22 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 22. |
(4) | Answer Yes to Questions 3, 4, 5 | L23 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 23. |
(5) | Any Tax-Exempt Bond with Outstanding Principal | 24A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24a. |
(6) | Invest Any Proceeds | 24B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24b. |
(7) | Maintain an Escrow Account | 24C | <ENTER> | Enter a yes or no from the yes/box from Part IV, Line 24c. |
(8) | Act as On Behalf Of Issuer | 24D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24d. |
(9) | 501(c)(3) / 501(c)(4) Organizations | 25A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25a. |
(10) | Become Aware it Engaged in Excess | 25B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25b. |
(11) | Loan to/by Current/Former Officer | L26 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 26. |
(12) | Provide Grant or Other Assistance | L27 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 27. |
(13) | Business Transaction with Current or Former Officer | 28A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28a. |
(14) | Business Transaction with Family Member | 28B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28b. |
(15) | Business Transaction with Entity of Current/ Former Officer | 28C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28c. |
(16) | Receive or Accrue > $25,000 in Non-Cash | L29 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 29. |
(17) | Receive or Accrue Contributions of Art | L30 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 30. |
(18) | Liquidate, Terminate, Dissolve | L31 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 31. |
(19) | Sell, Exchange, Dispose | L32 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 32. |
(20) | Own 100% of an Entity | L33 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 33. |
(21) | Related to Tax-Exempt / Taxable Entity | L34 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 34. |
(22) | Controlled Entity Within 512(b)(13) | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35a. |
23 | Receive Payment or Engage Transaction Within | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35b. |
(24) | Make Any Transfers | L36 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 36. |
(25) | Conduct More than 5% | L37 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 37. |
(26) | Complete Schedule O | L38 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "05" . |
(2) | Part V Number of Forms/1096 | PTVL1A | <ENTER> | Enter the number shown on Part V, Line 1a. |
(3) | Number of Forms W-2G | L1B | <ENTER> | Enter the number shown on Part V, Line 1b. |
(4) | Comply with Backup Withholding Rules | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 1c. |
(5) | Number of Employees / W-3 | L2A | <ENTER> | Enter the number shown on Part V, Line 2a. |
(6) | File All Required Federal Employment Returns | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 2b. |
(7) | Unrelated Business Income > $1000 | L3A | <ENTER> | Enter a yes or no from the yes/box from Part V, Line 3a. |
(8) | If Yes, Has Filed a 990-T | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 3b. |
(9) | Interest in or a Signature | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 4a. |
(10) | Party to a Prohibited Tax Shelter | L5A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5a. |
(11) | Taxable Party Notify Organization | L5B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5b. |
(12) | If Yes, Did Organization File 8886-T | L5C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5c. |
(13) | Annual Gross Receipts Normally >$100,000 | L6A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6a. |
(14) | If Yes, Did Organization Include | L6B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6b. |
(15) | >$75 Partly Contribution/Goods/Services | L7A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7a. |
(16) | If Yes, Did Organization Notify Donor | L7B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7b. |
(17) | Sell, Exchange, Otherwise Dispose | L7C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7c. |
(18) | Number of Forms 8282 | L7D | <ENTER> | Enter the number shown on Part V, Line 7d. |
(19) | Receive Any Funds | L7E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7e. |
(20) | Pay Premiums | L7F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7f. |
(21) | Contributions of Qualified Intellectual Property | L7G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7g. |
(22) | Contributions of Cars, Boats, Airplanes | L7H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7h. |
(23) | Sponsoring Orgs, 509(a)(3) Excess Business Holdings | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 8. |
(24) | Make Taxable Distributions Under 4966 | L9A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9a. |
(25) | Make Distribution to Donor | L9B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9b. |
(26) | Initiation Fees/Capital Contributions | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10a. |
(27) | Gross Receipts for Public Use of Facilities | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10b. |
(28) | Gross Income/Members/Shareholders | 11A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11a. |
(29) | Gross Income from Other Sources | 11B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11b. |
(30) | 4947(a)(1) Filing 990 in Lieu of 1041 | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 12a. |
(31) | Amount of Tax Exempt Interest | 12B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 12b. |
(32) | Licensed to Issue Qualified Health Plans | 13A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 13a. |
(33) | Aggregate Amount of Reserves to Maintain | 13B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13b. |
(34) | Aggregate Amount of Reserves on Hand | 13C $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13c. |
(35) | Receive Payments for Indoor Tanning | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14a. |
(36) | Filed Form 720 to Report Payments | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "06" . |
(2) | Voting Members of Governing Body | PG6L1A | <ENTER> | Enter the number shown on Part VI, Section A, Line 1a. |
(3) | Independent Voting Members | L1B | <ENTER> | Enter the number shown on Part VI, Section A, Line 1b. |
(4) | Officer, Director, Trustee Family/Relationship | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 2. |
(5) | Delegate Control Over Management | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 3. |
(6) | Make Significant Changes | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 4. |
(7) | Become Aware of Material Diversion | L5 | <ENTER> | Enter a yes or no from the yes/box from Part VI, Section A, Line 5. |
(8) | Members of Stockholders | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 6. |
(9) | Members, Stockholders, Other Persons | 7A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7a. |
(10) | Members Subject to Approval | 7B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7b. |
(11) | Determining Compensation for CEO, Exec Director | 15A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section B, Line 15a. |
(12) | Total Reportable Compensation from Organization | PG8L1D(D) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column D. |
(13) | Total Reportable Compensation from Related Organization | 1D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column E. |
(14) | Total Compensation from Organization & Related Organizations | 1D(F) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column F. |
(15) | Total Individuals who Received > $100,000 | SECTAL2 | <ENTER> | Enter the number shown on Part VII, Section A, Line 2. |
(16) | Total Independent Contractors Received > $100,000 | SECTBL2 | <ENTER> | Enter the number shown on Part VII, Section B, Line 2. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "07" . |
(2) | Total Contributions/ Gifts/Grants |
PG9L1H $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 1h, Column (A). |
(3) | Program Service Business Code 2A | 2ACODE | <ENTER> | Enter the number shown on Part VIII, Line 2a. |
(4) | 2a Program Service Revenue Col. A | 2A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2a, Column (A). |
(5) | Program Service Business Code 2B | 2BCODE | <ENTER> | Enter the number shown on Part VIII, Line 2b. |
(6) | 2b Program Service Revenue Col. A | 2B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2b, Column (A). |
(7) | Program Service Business Code 2C | 2CCODE | <ENTER> | Enter the number shown on Part VIII, Line 2c. |
(8) | 2c Program Service Revenue Col. A | 2C(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2c, Column (A). |
(9) | Program Service Business Code 2D | 2DCODE | <ENTER> | Enter the number shown on Part VIII, Line 2d. |
(10) | 2d Program Service Revenue Col. A | 2D(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2d, Column (A). |
(11) | Program Service Business Code 2E | 2ECODE | <ENTER> | Enter the number shown on Part VIII, Line 2e. |
(12) | 2e Program Service Revenue Col. A | 2E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2e, Column (A). |
(13) | 2f Program Service Revenue Col. A | 2F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2f, Column (A). |
(14) | 2g Program Service Revenue Total Col. A | 2GTOT $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 2g, Column (A). |
(15) | Investment Income Col. A | 3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 3, Column (A). |
(16) | Tax-Exempt Bond Proceeds Col. A | 4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 4, Column (A). |
(17) | Royalties Col. A | 5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 5, Column (A). |
(18) | Gross Rents Real | 6(A)I $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (i). |
(19) | Gross Rents Personal | 6(A)II $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (ii). |
(20) | Rental Expenses Real | 6(B)(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (i). |
(21) | Rental Expenses Personal | 6(B)(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (ii). |
(22) | Rental Income/Loss Real | 6C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (i). |
(23) | Rental Income/Loss Personal | 6C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (ii). |
(24) | Net Rental Income/Loss Col. A | 6D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6d, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Gross Amount from Sales of Assets - Securities | PG9L7A(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (i). |
(3) | Gross Amount from Sales of Assets - Other | 7A(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (ii). |
(4) | Cost or Other Basis/Sales - Securities | 7B(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (i). |
(5) | Cost or Other Basis/Sales - Other | 7B(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (ii). |
(6) | Gain/Loss - Securities | 7C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (i). |
(7) | Gain/Loss - Other | 7C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (ii). |
(8) | Net Gain/Loss Col. A | 7D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7d, Column (A). |
(9) | Gross Income from Fundraising | 8A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8a. |
(10) | Less Direct Expenses 8b | 8B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8b. |
(11) | Net Income/Loss from Fundraising Col. A | 8C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8c, Column (A). |
(12) | Gross Income from Gaming | 9A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9a. |
(13) | Less Direct Expenses 9b | 9B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9b. |
(14) | Net Income/Loss from Gaming | 9C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9c, Column (A). |
(15) | Gross Sales of Inventory | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10a. |
(16) | Less Cost of Goods Sold | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10b. |
(17) | Net Income/Loss from Sales Col. A | 10C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10c, Column (A). |
(18) | Misc. Revenue Business Code 11a | 11ACODE | <ENTER> | Enter the number shown on Part VIII, Line 11a. |
(19) | Misc. Revenue Total (A) Col. A | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11a, Column (A). |
(20) | Misc. Revenue Business Code 11b | 11BCODE | <ENTER> | Enter the number shown on Part VIII, Line 11b. |
(21) | Misc. Revenue Total 11B(A) Col. A | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11b, Column (A). |
(22) | Misc. Revenue Business Code 11c | 11CCODE | <ENTER> | Enter the number shown on Part VIII, Line 11c. |
(23) | Misc. Revenue Total 11C(A) Col. A | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11c, Column (A). |
(24) | Misc. Revenue Total 11D(A) Col. A | 11D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11d, Column (A). |
(25) | Misc. Revenue Total 11E Col. A | 11ETOT $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11e, Column (A). |
(26) | Total Revenue 12(A) Col. A | 12(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 12, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Gross to Government / Organizations in U.S. | PG10L1(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 1, Column (A). |
(3) | Grants / Other Assistance in U.S. | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 2, Column (A). |
(4) | Grants / Other Assistance Outside U.S. | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 3, Column (A). |
(5) | Benefits Paid to / for Members | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 4, Column (A). |
(6) | Compensation of Current Officers / Directors | L5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 5, Column (A). |
(7) | Compensation to Disqualified Persons | L6(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 6, Column (A). |
(8) | Other Salaries / Wages | L7(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 7, Column (A). |
(9) | Pension Plan Contributions | L8(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 8, Column (A). |
(10) | Other Employee Benefits | L9(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 9, Column (A). |
(11) | Payroll Taxes | 10(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 10, Column (A). |
(12) | Fees for Services / Management | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11a, Column (A). |
(13) | Fees for Services / Legal | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11b, Column (A). |
(14) | Fees for Services / Accounting | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11c, Column (A). |
(15) | Fees for Services / Lobbyists | 11D(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11d, Column (A). |
(16) | Fees for Services / Professional Fundraising | 11E(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11e, Column(A). |
(17) | Fees for Services / Investment Management | 11F(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11f, Column (A). |
(18) | Fees for Services / Other | 11G(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from shown on Part IX, Line 11g, Column (A). |
(19) | Advertising / Promotion | 12(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 12, Column (A). |
(20) | Office Expenses | 13(A) $ | <ENTER> MINUS (-) |
Enter the amount from on Part IX, Line 13, Column (A). |
(21) | Information Technology | 14(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 14, Column (A). |
(22) | Royalties | 15(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 15, Column (A). |
(23) | Occupancy | 16(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 16, Column (A). |
(24) | Travel | 17(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 17, Column (A). |
(25) | Payments of Travel / Entertainment | 18(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 18, Column (A). |
(26) | Conferences, Conventions / Meetings | 19(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 19, Column (A). |
(27) | Interest | 20(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 20, Column (A). |
(28) | Payments to Affiliates | 21(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 21, Column (A). |
(29) | Depreciation / Depletion | 22(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 22, Column (A). |
(30) | Insurance | 23(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 23, Column (A). |
(31) | Other Expenses a | 24A(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 24a, Column (A). |
(32) | Other Expenses b | 24B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24b, Column (A). |
(33) | Other Expenses c | 24C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24c, Column (A). |
(34) | Other Expenses d | 24D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24d, Column (A). |
(35) | Other Expenses e | 24E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24e, Column (A). |
(36) | NA | 24F$ | <ENTER> | Enter only. |
(37) | Total Functional Expenses | 25(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 25, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Cash EOY | PG11L1(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 1, Column (B). |
(3) | Savings / Temporary Investments EOY | L2(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 2, Column (B). |
(4) | Pledges / Grants Receivable EOY | L3(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 3, Column (B). |
(5) | Accounts Receivable EOY | L4(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 4, Column (B). |
(6) | Receivables from Current / Former EOY | L5(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 5, Column (B). |
(7) | Receivables from Disqualified Persons EOY | L6(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 6, Column (B). |
(8) | Notes / Loans Receivable EOY | L7(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 7, Column (B). |
(9) | Inventories for Sale EOY | L8(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 8, Column (B). |
(10) | Prepaid Expenses EOY | L9(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 9, Column (B). |
(11) | Land / Buildings Less Accumulated EOY | 10C(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 10c, Column (B). |
(12) | Investments Publicly Traded Securities EOY | 11(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 11, Column (B). |
(13) | Investments Other Securities EOY | 12(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 12, Column (B). |
(14) | Investments Program Related EOY | 13(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 13, Column (B). |
(15) | Intangible Assets EOY | 14(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 14, Column (B). |
(16) | Other Assets EOY | 15(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 15, Column(B). |
(17) | Total Assets BOY | 16(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 16, Column (A). |
(18) | Total Assets EOY | 16(B) $ | <ENTER> MINUS (-) |
Enter the amount from shown on Part X, Line 16, Column (B). |
(19) | Accounts Payable EOY | 17(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 17, Column (B). |
(20) | Grants Payable EOY | 18(B) $ | <ENTER> MINUS (-) |
Enter the amount from on Part X, Line 18, Column (B). |
(21) | Deferred Revenue EOY | 19(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 19, Column (B). |
(22) | Tax-Exempt Bond Liabilities EOY | 20(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 20, Column (B). |
(23) | Escrow Liability EOY | 21(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 21, Column (B). |
(24) | Payable to Current / Former Officers EOY | 22(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 22, Column (B). |
(25) | Secured Mortgages / Notes EOY | 23(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 23, Column (B). |
(26) | Unsecured Notes / Loans EOY | 24(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 24, Column (B). |
(27) | Other Liabilities EOY | 25(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 25, Column (B). |
(28) | Total Liabilities BOY | 26(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 26, Column (A). |
(29) | Total Liabilities EOY | 26(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 26, Column (B). |
(30) | Unrestricted Net Assets EOY | 27(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 27, Column (B). |
(31) | Temporarily Restricted Net Assets EOY | 28(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 28, Column (B). |
(32) | Permanently Restricted Net Assets EOY | 29(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 29, Column (B). |
(33) | Capital Stock / Trust EOY | 30(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 30, Column (B). |
(34) | Paid-In / Capital Surplus EOY | 31(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 31, Column (B). |
(35) | Retained Earnings, Endowment EOY | 32(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 32, Column (B). |
(36) | Total Net Assets or Fund Balances BOY | 33(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 33, Column (A). |
(37) | Total Net Assets or Fund Balances EOY | 33(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 33, Column (B). |
(38) | Total Liabilities / Net Assets Fund Balances EOY | 34(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 34, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter one of the following from Line 12: 1 = Type I, 2 = Type II, 3 = Type III – Functionally integrated 4 = Type III – Non-functionally integrated Blank <ENTER>. If more than one box is checked, enter the corresponding number for the first box checked. |
(4) | Type I, II or III Supporting Organization | 11E | <ENTER> | Enter a "1" if the box is checked on Schedule A, Part I, Line 12e. |
(5) | Number of Supported Organizations | 11F | <ENTER> | Enter the number from Line 12f. |
(6) | EIN A | 12G(II)A | <ENTER> | Enter the EIN in Part I, Line 11g, Row A, Column (ii). |
(7) | Type of Org A | 12G(III)A | <ENTER> |
|
(8) | Listed in Governing Doc A | 12G(IV)A | <ENTER> | Enter "1" for yes and "2" for no from checkbox in Part I, Line 12g, Row A, Column (iv). |
(9) | Amount of Support A | 12G(V) A$ | <ENTER> | Enter the amount on Part I, Line 12g, Row A, Column (v). |
(10) | EIN B | 12G(II)B | <ENTER> | Enter the EIN in Part I, Line 12g, Row B, Column (ii). |
(11) | Type of Org B | 12G(III)B | <ENTER> | Enter the type of organization in Part I, Line 12g, Row B, Column (iii). |
(12) | Listed in Governing Doc B | 12G(IV)B | <ENTER> | Enter "1" for yes and "2" for no from checkbox in Part I, Line 12g, Row B, Column (iv). |
(13) | Amount of Support B | 12G(V)B $ | <ENTER> | Enter the amount Part I, Line 12g, Row B, Column (v). |
(14) | EIN C | 12G(II)C | <ENTER> | Enter the EIN in Part I, Line 12g, Row C, Column (ii). |
(15) | Type of Org C | 12G(III)C | <ENTER> | Enter the type of organization in Part I, Line 12g, Row C, Column (iii). |
(16) | Listed in Governing Doc C | 12G(IV)C | <ENTER> | Enter "1 " for yes and "2" for no from checkbox in Part I, Line 12g, Row C, Column (iv). |
(17) | Amount of Support C | 12G(V)C $ | <ENTER> | Enter the amount on Part I, Line 12g, Row C, Column (v). |
(18) | EIN D | 12G(II)D | <ENTER> | Enter the EIN in Part I, Line 12g, Row D, Column (ii). |
(19) | Type of Org D | 12G(III)D | <ENTER> | Enter the type of organization in Part I, Line 12g, Row D, Column (iii). |
(20) | Listed in Governing Doc D | 12G(IV)D | <ENTER> | Enter "1" for yes and "2" for no from checkbox in Part I, Line 12g, Row D, Column (iv). |
(21) | Amount of Support D | 12G(V)D $ | <ENTER> | Enter the amount on Part I, Line 12g, Row D, Column (v). |
(22) | EIN E | 12G(II)E | <ENTER> | Enter the EIN in Part I, Line 12g, Row E, Column (ii). |
(23) | Type of Org E | 12G(III)E | <ENTER> | Enter the type of organization in Part I, Line 12g, Row E, Column (iii). |
(24) | Listed in Governing Doc E | 12G(IV)E | <ENTER> | Enter "1" for yes and "2" for no from checkbox in Part I, Line 12g, Row E, Column (iv). |
(25) | Amount of Support E | 12G(V)E $ | <ENTER> | Enter the amount on Part I, Line 12g, Row E, Column (v). |
(26) | Filling Field | N/A | <ENTER> | Blank field generated on output. |
(27) | Total Number of Organizations | 12G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 12h, Column (i), Total Line. |
(28) | Total Amount of Support | GVTOT $ | <ENTER> | Enter the amount on Part I, Line 12g, Total, Column (v). |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a "1" if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a "1" if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a "1" if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a "1" if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a "1" if data is present in Part IV, Section E. |
(28) | Filling Field | N/A | <ENTER> | Generates a blank field on output. |
(29) | Excess Distributions C | PTVE3C $ | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(30) | Excess Distributions D | PTVE3D $ | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(31) | Excess Distributions E | PTVE3E $ | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
(32) | Excess Distributions Breakdown B | PTVE8B | <ENTER> | Enter the amount from Part V, Section E, Line 3b. |
(33) | Excess Distributions Breakdown C | PTVE8C | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(34) | Excess Distributions Breakdown D | PTVE8D | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(35) | Excess Distributions Breakdown E | PTVE8E | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHIAL2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Total Number at EOY | SCHDL1(A) | <ENTER> | Enter the number shown on Schedule D, Part I, Line 1, Column (a). |
(4) | Contributions To | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 2, Column (a). |
(5) | Grants From | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 3, Column (a). |
(6) | Aggregate Value | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 4, Column (a). |
(7) | Inform All Donors Checkbox | L5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 5. |
(8) | Inform All Grantees Checkbox | L6 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 6. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
(2) | Financial Assistance | L1A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1a: 1 = yes 2 = no. |
(3) | Written Policy | L1B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1b: 1 = yes 2 = no. |
(4) | Best Describes | L2 | <ENTER> | Enter the following: 1 = Applied Uniformly to all. 2 = Applied Uniformly to most. 3 = Generally tailored. |
(5) | FPG Used | L3A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3a: 1 = yes 2 = no. |
(6) | FPG% | L3A% | <ENTER> | Enter the following from Schedule H, Part I, Line 3a percent: 1 = 100% 2 = 150% 3 = 200% 4 = Other. |
(7) | FPG Discounted Care | L3B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3b: 1 = yes 2 = no. |
(8) | FPG Discounted Care % | L3B% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3b percent: 1 = 200% 2 = 250% 3 = 300% 4 = 350% 5 = 400% 6 = Other If more than one box is checked, enter the number for the largest percent.. |
(9) | Applied to Largest Number of Patients | L4 | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 4: 1 = yes 2 = no. |
(10) | Budget Amounts for Free or Discounted | L5A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5a: 1 = yes 2 = no. |
(11) | Exceed Budget Amount | L5B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5b: 1 = yes 2 = no. |
(12) | Unable to Provide Free or Discounted Care | L5C | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5c: 1 = yes 2 = no. |
(13) | Prepare A Community Benefit Report | L6A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6a: 1 = yes 2 = no. |
(14) | Available to Public | L6B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6b: 1 = yes 2 = no. |
(15) | Financial Assistance C | L7AC $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (c). |
(16) | Financial D | L7AD $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (d). |
(17) | Financial Assistance at Cost Net Community | SCHH 7A(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7a, Column (e). |
(18) | Financial Assistance at Cost Percent | 7A(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7a, Column (f). |
(19) | Medicaid C | L7BC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (c). |
(20) | Medicaid D | L7BD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (d). |
(21) | Unreimbursed Medicaid Net Community | 7B(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (e). |
(22) | Unreimbursed Medicaid Percent | 7B(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7b, Column (f). |
(23) | Cost of Other Means Tested C | L7CC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (c). |
(24) | Cost of Other Means Tested D | L7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (d). |
(25) | Unreimbursed Costs - Other Net Community | 7C(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (e). |
(26) | Unreimbursed Costs - Other Percent | 7C(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7c, Column (f). |
(27) | Financial Assistance Total C | 7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (c). |
(28) | Financial Assistance Total D | 7DD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (d). |
(29) | Total Financial Assistance Net Community | 7D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (e). |
(30) | Total Financial Assistance Percent | 7D(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7d, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "32" . |
(2) | Community Health Improvement C | 7EC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (c). |
(3) | Community Health Improvement D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (d). |
(4) | Community Health Improvement E | 7EE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (e). |
(5) | Community Health Improvement Percent | 7EF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7e, Column (f). |
(6) | Health Professions C | 7FC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (c). |
(7) | Health Professions D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (d). |
(8) | Health Professions E | 7FE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (e). |
(9) | Health Professions Percent | 7FF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7f, Column (f). |
(10) | Subsidized Health Services C | 7GC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (c). |
(11) | Subsidized Health Services D | 7GD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (d). |
(12) | Subsidized Health Services E | 7GE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (e). |
(13) | Subsidized Health Services Percent | 7GF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7g, Column (f). |
(14) | Research C | 7HC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (c). |
(15) | Research D | 7HD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (d). |
(16) | Research E | 7HE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (e). |
(17) | Research F Percent | 7HF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7h, Column (f). |
(18) | Cash & Contributions C | 7IC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (c). |
(19) | Cash & Contributions D | 7ID $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (d). |
(20) | Cash & Contributions E | 7IE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (e). |
(21) | Cash & Contributions % | 7IF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7i, Column (f). |
(22) | Total Other Benefits C | 7JC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (c). |
(23) | Total Other Benefits D | 7JD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (d). |
(24) | Total Other Benefits E | 7JE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (e). |
(25) | Total Other Benefits Percent | 7JF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7j, Column (f). |
(26) | Total C | 7KC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (c). |
(27) | Total D | 7KD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (d). |
(28) | Total E | 7KE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (e). |
(29) | Total Percent | 7KF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7k, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "16" . |
(2) | Total Net Community | PIII0E $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part II, Line 10, Column (e). |
(3) | Total Percent of Expense | 10F% | <ENTER> | Enter the percent from Schedule H, Part II, Line 10 Column (f). |
(4) | Report Bad Debt Expense | PT3L1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part III, Line 1. |
(5) | Bad Debt Expense Amount | L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 2. |
(6) | Estimated Bad Debt Expense Amount | L3 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 3. |
(7) | Revenue from Medicare | L5 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 5. |
(8) | Medicare Allowable Costs | L6 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 6. |
(9) | Medicare Surplus or Shortfall | L7 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 7. |
(10) | Costing Methodology or Source Code | L8CD | <ENTER> | Enter the edited code from the right of the boxes from Schedule H, Part III, Line 8. |
(11) | Written Debt Collection Policy | L9A | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9a. |
(12) | Collection Policy Contain Provision | L9B | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9b. |
(13) | Part IV Code | PIVCD | <ENTER> | Enter the edited digit from Schedule H, Part IV, right margin. |
(14) | Part V How Many Hospital Facilities Did Organization Operate | SECATOP | <ENTER> | Enter the number shown in the Hospital Facilities area in the top left portion of Schedule H, Part V, Section A. |
(15) | Part V Section C Indicator Code | SECCRM | <ENTER> | Enter the indicator code from Schedule H, Part V, Section C, right margin. |
(16) | Part V How Many Non-Hospital Facilities Did Organization Operate | SECCTOP | <ENTER> | Enter the number from the non-hospital health care benefits line. |
(17) | Part V Section D Indicator Code | SECTDRM | <ENTER> | Enter the edited code from Schedule H, Part V, Section D, right margin. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "49" . |
(2) | Excess Benefit Transactions | PT1RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part 1. |
(3) | Approved by Board or Committee | PT2RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
(4) | Interest, Annuities, Royalties, Yes/No Box | SCHRPT51A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule R, Part V, Line 1a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section 01 always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generated the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5 for procedures. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5 for procedures. |
(5) | E.I.N. | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) For a CP 425–431 & 259A-259H, underlined to the right of the Employer ID Number. (b) See standard rules in IRM 3.24.38. (c) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter Y or N as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under title of form. (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. (c) For a CP 425–431 & 259A-259H, edited in the area around the Tax Period. |
(10) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(11) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(12) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a G Condition Code is present, do NOT enter any of the address information, even if prompted to do so. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(13) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country code. |
(14) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(15) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
(16) | Group Code H(b) | BOXHB | <ENTER> | Enter a 1 or 2 from the yes/no box from the entity area of the return, Line H(b). For a CP425–431 & 259A-259H, press <ENTER> only. |
(17) | Tax Exempt Status | BOXI | <ENTER> | Enter the edited two digit code from the blank space of Box I. |
(18) | Type of Organization | BOXK RT | <ENTER> | Enter the edited code from the blank space of Box K. For a CP 425–431 & 259A-259H always enter a 9. |
(19) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters as shown on dotted portion of Lines 2–7b. For a 420–431 & 259A-259H, enter the edited characters as shown in the center of the return. If a Condition Code is illegible, enter a # in its place. |
(20) | Return Processing Code | RPC | <ENTER> | Enter the edited codes on Page 1, in the right margin next to line 1. |
(21) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If a G Condition Code is present and the return is non-remittance, end the document after this element. (c) If a CP 425–431 & 259A-259H, end the document after this element. |
(22) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(23) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(24) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(25) | Preparer Telephone # | TEL# | <ENTER> | Enter the preparer phone number. (a) If the Type of Organization is a 9, and the "9" is underlined, don't end the document. Continue transcribing the return. (b) If Type of Organization is a 9, and the 9 is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If present, continue to that element and follow the instructions there. |
(26) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the 600 series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the 600 series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a G Condition Code is present and the return is a remittance, Press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is 9 from Section 01 E–10 and the " 9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is 9, and the 9 is NOT underlined, press <F6> and end the document after this element. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "02" . |
(2) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(3) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(4) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(5) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, 5800, in MMDDYY format. (a) For special instructions, see IRM 3.24.38. |
(6) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return, ONLY if underlined in green. |
(3) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(4) | Undertake New Activities Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2. |
(5) | Make Significant Changes Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3. |
(6) | Exempt Purpose Code 1 | L4A | <ENTER> | Press Enter only. Don't transcribe a code. |
(7) | Exempt Purpose Code 2 | L4B | <ENTER> | Press Enter only. Don't transcribe a code. |
(8) | Exempt Purpose Code 3 | L4C | <ENTER> | Press Enter only. Don't transcribe a code. |
(9) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(10) | 501(c)(3) or 4947(a)(1) Y/N | L1 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 1. |
(11) | Required to Complete Sch B Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 2. |
(12) | Engage in Direct or Indirect Political Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 3. |
(13) | Engage in Lobbying Activities Y/N | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 4. |
(14) | Subject to Sec 6033(c) Notice | L5 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 5. |
(15) | Maintain Donor Advised Y/N | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 6. |
(16) | Receive or Hold Conservation Y/N | L7 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 7. |
(17) | Maintain Collections of Works of Art Y/N | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 8. |
(18) | Provide Credit Counseling Y/N | L9 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 9. |
(19) | Hold Assets in Term/Permanent Y/N | L10 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 10. |
(20) | Land, Buildings, Equipment | 11A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11a. |
(21) | Investments Other Securities | 11B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11b. |
(22) | Investments Program Related | 11C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11c. |
(23) | Other Assets | 11D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11d. |
(24) | Other Liabilities | 11E | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11e. |
(25) | Separate or Consolidated Financial Statements | 11F | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11f. |
(26) | Separate Independent Audited Financial | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12a. |
(27) | Consolidated Independent Financial | 12B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12b. |
(28) | School Described in 170(b)(1)(A)(ii) | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 13. |
(29) | Maintain an Office, etc Outside U.S. | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14a. |
(30) | Have Aggregate Revenues/Expenses | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14b. |
(31) | Report > $5000 on Part IX Organizations | L15 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 15. |
(32) | Report > $5000 on Part IX Individuals | L16 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 16. |
(33) | Report > $15,000 on Part IX, Line 11e | L17 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 17. |
(34) | Report > $15,000 on Part VIII, Line 1c/8a | L18 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 18. |
(35) | Report > $15,000 on Part VIII, Line 9a | L19 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 19. |
(36) | Operate Hospitals | 20A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20a. |
(37) | Attach Audited Financial Statements | 20B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "04" . |
(2) | Report > $5000 on Part IX, Line 1 | L21 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 21. |
(3) | Report > $5000 on Part IX, Line 2 | L22 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 22. |
(4) | Answer Yes to Questions 3, 4, 5 | L23 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 23. |
(5) | Any Tax-Exempt Bond with Outstanding Principal | 24A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24a. |
(6) | Invest Any Proceeds | 24B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24b. |
(7) | Maintain an Escrow Account | 24C | <ENTER> | Enter a yes or no from the yes/box from Part IV, Line 24c. |
(8) | Act as On Behalf Of Issuer | 24D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24d. |
(9) | 501(c)(3) / 501(c)(4) Organizations | 25A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25a. |
(10) | Become Aware it Engaged in Excess | 25B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25b. |
(11) | Loan to/by Current/Former Officer | L26 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 26. |
(12) | Provide Grant or Other Assistance | L27 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 27. |
(13) | Business Transaction with Current or Former Officer | 28A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28a. |
(14) | Business Transaction with Family Member | 28B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28b. |
(15) | Business Transaction with Entity of Current/ Former Officer | 28C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28c. |
(16) | Receive or Accrue > $25,000 in Non-Cash | L29 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 29. |
(17) | Receive or Accrue Contributions of Art | L30 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 30. |
(18) | Liquidate, Terminate, Dissolve | L31 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 31. |
(19) | Sell, Exchange, Dispose | L32 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 32. |
(20) | Own 100% of an Entity | L33 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 33. |
(21) | Related to Tax-Exempt / Taxable Entity | L34 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 34. |
(22) | Controlled Entity Within 512(b)(13) | L35A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35a. |
23 | Receive Payment or Engage Transaction Within | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35b. |
(24) | Make Any Transfers | L36 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 36. |
(25) | Conduct More than 5% | L37 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 37. |
(26) | Complete Schedule O | L38 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "05" . |
(2) | Part V Number of Forms/1096 | PTVL1A | <ENTER> | Enter the number shown on Part V, Line 1a. |
(3) | Number of Forms W-2G | L1B | <ENTER> | Enter the number shown on Part V, Line 1b. |
(4) | Comply with Backup Withholding Rules | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 1c. |
(5) | Number of Employees / W-3 | L2A | <ENTER> | Enter the number shown on Part V, Line 2a. |
(6) | File All Required Federal Employment Returns | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 2b. |
(7) | Unrelated Business Income > $1000 | L3A | <ENTER> | Enter a yes or no from the yes/box from Part V, Line 3a. |
(8) | If Yes, Has Filed a 990-T | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 3b. |
(9) | Interest in or a Signature | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 4a. |
(10) | Party to a Prohibited Tax Shelter | L5A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5a. |
(11) | Taxable Party Notify Organization | L5B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5b. |
(12) | If Yes, Did Organization File 8886-T | L5C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5c. |
(13) | Annual Gross Receipts Normally >$100,000 | L6A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6a. |
(14) | If Yes, Did Organization Include | L6B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6b. |
(15) | >$75 Partly Contribution/Goods/Services | L7A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7a. |
(16) | If Yes, Did Organization Notify Donor | L7B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7b. |
(17) | Sell, Exchange, Otherwise Dispose | L7C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7c. |
(18) | Number of Forms 8282 | L7D | <ENTER> | Enter the number shown on Part V, Line 7d. |
(19) | Receive Any Funds | L7E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7e. |
(20) | Pay Premiums | L7F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7f. |
(21) | Contributions of Qualified Intellectual Property | L7G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7g. |
(22) | Contributions of Cars, Boats, Airplanes | L7H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7h. |
(23) | Sponsoring Orgs, 509(a)(3) Excess Business Holdings | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 8. |
(24) | Make Taxable Distributions Under 4966 | L9A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9a. |
(25) | Make Distribution to Donor | L9B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9b. |
(26) | Initiation Fees/Capital Contributions | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10a. |
(27) | Gross Receipts for Public Use of Facilities | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10b. |
(28) | Gross Income/Members/Shareholders | 11A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11a. |
(29) | Gross Income from Other Sources | 11B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11b. |
(30) | 4947(a)(1) Filing 990 in Lieu of 1041 | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 12a. |
(31) | Amount of Tax Exempt Interest | 12B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 12b. |
(32) | Licensed to Issue Qualified Health Plans | 13A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 13a. |
(33) | Aggregate Amount of Reserves to Maintain | 13B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13b. |
(34) | Aggregate Amount of Reserves on Hand | 13C $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13c. |
(35) | Receive Payments for Indoor Tanning | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14a. |
(36) | Filed Form 720 to Report Payments | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "06" . |
(2) | Voting Members of Governing Body | PG6L1A | <ENTER> | Enter the number shown on Part VI, Section A, Line 1a. |
(3) | Independent Voting Members | L1B | <ENTER> | Enter the number shown on Part VI, Section A, Line 1b. |
(4) | Officer, Director, Trustee Family/Relationship | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 2. |
(5) | Delegate Control Over Management | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 3. |
(6) | Make Significant Changes | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 4. |
(7) | Become Aware of Material Diversion | L5 | <ENTER> | Enter a yes or no from the yes/box from Part VI, Section A, Line 5. |
(8) | Members of Stockholders | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 6. |
(9) | Members, Stockholders, Other Persons | 7A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7a. |
(10) | Members Subject to Approval | 7B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7b. |
(11) | Determining Compensation for CEO, Exec Director | 15A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section B, Line 15a. |
(12) | Total Reportable Compensation from Organization | PG8L1D(D) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column D. |
(13) | Total Reportable Compensation from Related Organization | 1D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column E. |
(14) | Total Compensation from Organization & Related Organizations | 1D(F) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column F. |
(15) | Total Individuals who Received > $100,000 | SECTAL2 | <ENTER> | Enter the number shown on Part VII, Section A, Line 2. |
(16) | Total Independent Contractors Received > $100,000 | SECTBL2 | <ENTER> | Enter the number shown on Part VII, Section B, Line 2. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "07" . |
(2) | Total Contributions/ Gifts/Grants |
PG9L1H $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 1h, Column (A). |
(3) | Program Service Business Code 2A | 2ACODE | <ENTER> | Enter the number shown on Part VIII, Line 2a. |
(4) | 2a Program Service Revenue Col. A | 2A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2a, Column (A). |
(5) | Program Service Business Code 2B | 2BCODE | <ENTER> | Enter the number shown on Part VIII, Line 2b. |
(6) | 2b Program Service Revenue Col. A | 2B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2b, Column (A). |
(7) | Program Service Business Code 2C | 2CCODE | <ENTER> | Enter the number shown on Part VIII, Line 2c. |
(8) | 2c Program Service Revenue Col. A | 2C(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2c, Column (A). |
(9) | Program Service Business Code 2D | 2DCODE | <ENTER> | Enter the number shown on Part VIII, Line 2d. |
(10) | 2d Program Service Revenue Col. A | 2D(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2d, Column (A). |
(11) | Program Service Business Code 2E | 2ECODE | <ENTER> | Enter the number shown on Part VIII, Line 2e. |
(12) | 2e Program Service Revenue Col. A | 2E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2e, Column (A). |
(13) | 2f Program Service Revenue Col. A | 2F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2f, Column (A). |
(14) | 2g Program Service Revenue Total Col. A | 2GTOT $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 2g, Column (A). |
(15) | Investment Income Col. A | 3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 3, Column (A). |
(16) | Tax-Exempt Bond Proceeds Col. A | 4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 4, Column (A). |
(17) | Royalties Col. A | 5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 5, Column (A). |
(18) | Gross Rents Real | 6(A)I $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (i). |
(19) | Gross Rents Personal | 6(A)II $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (ii). |
(20) | Rental Expenses Real | 6(B)(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (i). |
(21) | Rental Expenses Personal | 6(B)(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (ii). |
(22) | Rental Income/Loss Real | 6C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (i). |
(23) | Rental Income/Loss Personal | 6C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (ii). |
(24) | Net Rental Income/Loss Col. A | 6D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6d, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" .. |
(2) | Gross Amount from Sales of Assets - Securities | PG9L7A(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (i). |
(3) | Gross Amount from Sales of Assets - Other | 7A(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (ii). |
(4) | Cost or Other Basis/Sales - Securities | 7B(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (i). |
(5) | Cost or Other Basis/Sales - Other | 7B(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (ii). |
(6) | Gain/Loss - Securities | 7C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (i). |
(7) | Gain/Loss - Other | 7C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (ii). |
(8) | Net Gain/Loss Col. A | 7D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7d, Column (A). |
(9) | Gross Income from Fundraising | 8A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8a. |
(10) | Less Direct Expenses 8b | 8B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8b. |
(11) | Net Income/Loss from Fundraising Col. A | 8C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8c, Column (A). |
(12) | Gross Income from Gaming | 9A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9a. |
(13) | Less Direct Expenses 9b | 9B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9b. |
(14) | Net Income/Loss from Gaming | 9C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9c, Column (A). |
(15) | Gross Sales of Inventory | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10a. |
(16) | Less Cost of Goods Sold | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10b. |
(17) | Net Income/Loss from Sales Col. A | 10C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10c, Column (A). |
(18) | Misc. Revenue Business Code 11a | 11ACODE | <ENTER> | Enter the number shown on Part VIII, Line 11a. |
(19) | Misc. Revenue Total (A) Col. A | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11a, Column (A). |
(20) | Misc. Revenue Business Code 11b | 11BCODE | <ENTER> | Enter the number shown on Part VIII, Line 11b. |
(21) | Misc. Revenue Total 11B(A) Col. A | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11b, Column (A). |
(22) | Misc. Revenue Business Code 11c | 11CCODE | <ENTER> | Enter the number shown on Part VIII, Line 11c. |
(23) | Misc. Revenue Total 11C(A) Col. A | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11c, Column (A). |
(24) | Misc. Revenue Total 11D(A) Col. A | 11D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11d, Column (A). |
(25) | Misc. Revenue Total 11E Col. A | 11ETOT $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11e, Column (A). |
(26) | Total Revenue 12(A) Col. A | 12(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 12, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" .. |
(2) | Gross to Government / Organizations in U.S. | PG10L1(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 1, Column (A). |
(3) | Grants / Other Assistance in U.S. | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 2, Column (A). |
(4) | Grants / Other Assistance Outside U.S. | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 3, Column (A). |
(5) | Benefits Paid to / for Members | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 4, Column (A). |
(6) | Compensation of Current Officers / Directors | L5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 5, Column (A). |
(7) | Compensation to Disqualified Persons | L6(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 6, Column (A). |
(8) | Other Salaries / Wages | L7(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 7, Column (A). |
(9) | Pension Plan Contributions | L8(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 8, Column (A). |
(10) | Other Employee Benefits | L9(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 9, Column (A). |
(11) | Payroll Taxes | 10(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 10, Column (A). |
(12) | Fees for Services / Management | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11a, Column (A). |
(13) | Fees for Services / Legal | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11b, Column (A). |
(14) | Fees for Services / Accounting | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11c, Column (A). |
(15) | Fees for Services / Lobbyists | 11D(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11d, Column (A). |
(16) | Fees for Services / Professional Fundraising | 11E(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11e, Column(A). |
(17) | Fees for Services / Investment Management | 11F(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11f, Column (A). |
(18) | Fees for Services / Other | 11G(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from shown on Part IX, Line 11g, Column (A). |
(19) | Advertising / Promotion | 12(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 12, Column (A). |
(20) | Office Expenses | 13(A) $ | <ENTER> MINUS (-) |
Enter the amount from on Part IX, Line 13, Column (A). |
(21) | Information Technology | 14(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 14, Column (A). |
(22) | Royalties | 15(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 15, Column (A). |
(23) | Occupancy | 16(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 16, Column (A). |
(24) | Travel | 17(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 17, Column (A). |
(25) | Payments of Travel / Entertainment | 18(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 18, Column (A). |
(26) | Conferences, Conventions / Meetings | 19(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 19, Column (A). |
(27) | Interest | 20(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 20, Column (A). |
(28) | Payments to Affiliates | 21(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 21, Column (A). |
(29) | Depreciation / Depletion | 22(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 22, Column (A). |
(30) | Insurance | 23(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 23, Column (A). |
(31) | Other Expenses a | 24A(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 24a, Column (A). |
(32) | Other Expenses b | 24B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24b, Column (A). |
(33) | Other Expenses c | 24C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24c, Column (A). |
(34) | Other Expenses d | 24D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24d, Column (A). |
(35) | Other Expenses e | 24E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24e, Column (A). |
(36) | NA | 24F(A) $ | <ENTER> | Enter only. |
(37) | Total Functional Expenses | 25(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 25, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Cash EOY | PG11L1(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 1, Column (B). |
(3) | Savings / Temporary Investments EOY | L2(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 2, Column (B). |
(4) | Pledges / Grants Receivable EOY | L3(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 3, Column (B). |
(5) | Accounts Receivable EOY | L4(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 4, Column (B). |
(6) | Receivables from Current / Former EOY | L5(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 5, Column (B). |
(7) | Receivables from Disqualified Persons EOY | L6(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 6, Column (B). |
(8) | Notes / Loans Receivable EOY | L7(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 7, Column (B). |
(9) | Inventories for Sale EOY | L8(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 8, Column (B). |
(10) | Prepaid Expenses EOY | L9(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 9, Column (B). |
(11) | Land / Buildings Less Accumulated EOY | 10C(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 10c, Column (B). |
(12) | Investments Publicly Traded Securities EOY | 11(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 11, Column (B). |
(13) | Investments Other Securities EOY | 12(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 12, Column (B). |
(14) | Investments Program Related EOY | 13(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 13, Column (B). |
(15) | Intangible Assets EOY | 14(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 14, Column (B). |
(16) | Other Assets EOY | 15(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 15, Column(B). |
(17) | Total Assets BOY | 16(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 16, Column (A). |
(18) | Total Assets EOY | 16(B) $ | <ENTER> MINUS (-) |
Enter the amount from shown on Part X, Line 16, Column (B). |
(19) | Accounts Payable EOY | 17(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 17, Column (B). |
(20) | Grants Payable EOY | 18(B) $ | <ENTER> MINUS (-) |
Enter the amount from on Part X, Line 18, Column (B). |
(21) | Deferred Revenue EOY | 19(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 19, Column (B). |
(22) | Tax-Exempt Bond Liabilities EOY | 20(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 20, Column (B). |
(23) | Escrow Liability EOY | 21(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 21, Column (B). |
(24) | Payable to Current / Former Officers EOY | 22(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 22, Column (B). |
(25) | Secured Mortgages / Notes EOY | 23(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 23, Column (B). |
(26) | Unsecured Notes / Loans EOY | 24(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 24, Column (B). |
(27) | Other Liabilities EOY | 25(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 25, Column (B). |
(28) | Total Liabilities BOY | 26(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 26, Column (A). |
(29) | Total Liabilities EOY | 26(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 26, Column (B). |
(30) | Unrestricted Net Assets EOY | 27(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 27, Column (B). |
(31) | Temporarily Restricted Net Assets EOY | 28(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 28, Column (B). |
(32) | Permanently Restricted Net Assets EOY | 29(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 29, Column (B). |
(33) | Capital Stock / Trust EOY | 30(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 30, Column (B). |
(34) | Paid-In / Capital Surplus EOY | 31(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 31, Column (B). |
(35) | Retained Earnings, Endowment EOY | 32(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 32, Column (B). |
(36) | Total Net Assets or Fund Balances BOY | 33(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 33, Column (A). |
(37) | Total Net Assets or Fund Balances EOY | 33(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 33, Column (B). |
(38) | Total Liabilities / Net Assets Fund Balances EOY | 34(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 34, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter one of the following from Line 12: 1 = Type I, 2 = Type II, 3 = Type III – Functionally integrated 4 = Type III – Non-functionally integrated Blank <ENTER>. If more than one box is checked, enter the corresponding number for the first box checked. |
(4) | Type I, II or III Supporting Organization | 11E | <ENTER> | Enter a 1 if the box is checked on Schedule A, Part I, Line 12e. |
(5) | Number of Supported Organizations | 11F | <ENTER> | Enter the number from Line 12f. |
(6) | EIN A | 12G(II)A | <ENTER> | Enter the EIN in Part I, Line 12g, Row A, Column (ii). |
(7) | Type of Org A | 12G(III)A | <ENTER> | Enter the type of organization in Part I, Line 12g, Row A, Column (iii). |
(8) | Listed in Governing Doc A | 12G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row A, Column (iv). |
(9) | Amount of Support A | 12G(V) A $ | <ENTER> | Enter the amount on Part I, Line 12g, Row A, Column (v). |
(10) | EIN B | 12G(II)B | <ENTER> | Enter the EIN in Part I, Line 12g, Row B, Column (ii). |
(11) | Type of Org B | 12G(III)B | <ENTER> | Enter the type of organization in Part I, Line 12g, Row B, Column (iii). |
(12) | Listed in Governing Doc B | 12G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row B, Column (iv). |
(13) | Amount of Support B | 12G(V)B $ | <ENTER> | Enter the amount Part I, Line 12g, Row B, Column (v). |
(14) | EIN C | 12G(II)C | <ENTER> | Enter the EIN in Part I, Line 12g, Row C, Column (ii). |
(15) | Type of Org C | 12G(III)C | <ENTER> | Enter the type of organization in Part I, Line 12g, Row C, Column (iii). |
(16) | Listed in Governing Doc C | 12G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row C, Column (iv). |
(17) | Amount of Support C | 12G(V)C $ | <ENTER> | Enter the amount on Part I, Line 12g, Row C, Column (v). |
(18) | EIN D | 12G(II)D | <ENTER> | Enter the EIN in Part I, Line 12g, Row D, Column (ii). |
(19) | Type of Org D | 12G(III)D | <ENTER> | Enter the type of organization in Part I, Line 12g, Row D, Column (iii). |
(20) | Listed in Governing Doc D | 12G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row D, Column (iv). |
(21) | Amount of Support D | 12G(V)D $ | <ENTER> | Enter the amount on Part I, Line 12g, Row D, Column (v). |
(22) | EIN E | 12G(II)E | <ENTER> | Enter the EIN in Part I, Line 12g, Row E, Column (ii). |
(23) | Type of Org E | 12G(III)E | <ENTER> | Enter the type of organization in Part I, Line 12g, Row E, Column (iii). |
(24) | Listed in Governing Doc E | 12G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row E, Column (iv). |
(25) | Amount of Support E | 12G(V)E $ | <ENTER> | Enter the amount on Part I, Line 12g, Row E, Column (v). |
(26) | Filling Field | N/A | <ENTER> | Blank field generated on output. |
(27) | Total Number of Organizations | 12G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 12g, Column (i), Total Line. |
(28) | Total Amount of Support | GVTOT $ | <ENTER> | Enter the amount on Part I, Line 12g, Total, Column (v). |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. |
(28) | Filling Field | N/A | <ENTER> | Generates a blank field on output. |
(29) | Excess Distributions C | PTVE3C $ | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(30) | Excess Distributions D | PTVE3D $ | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(31) | Excess Distributions E | PTVE3E $ | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
(32) | Excess Distributions Breakdown B | PTVE8B $ | <ENTER> | Enter the amount from Part V, Section E, Line 8b. |
(33) | Excess Distributions Breakdown C | PTVE8C $ | <ENTER> | Enter the amount from Part V, Section E, Line 8c. |
(34) | Excess Distributions Breakdown D | PTVE8D $ | <ENTER> | Enter the amount from Part V, Section E, Line 8d. |
(35) | Excess Distributions Breakdown E | PTVE8E $ | <ENTER> | Enter the amount from Part V, Section E, Line 8e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHIAL2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Total Number at EOY | SCHDL1(A) | <ENTER> | Enter the number shown on Schedule D, Part I, Line 1, Column (a). |
(4) | Contributions To | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 2, Column (a). |
(5) | Grants From | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 3, Column (a). |
(6) | Aggregate Value | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 4, Column (a). |
(7) | Inform All Donors Checkbox | L5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 5. |
(8) | Inform All Grantees Checkbox | L6 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 6. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
(2) | Financial Assistance | L1A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1a: 1 = yes 2 = no. |
(3) | Written Policy | L1B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1b: 1 = yes 2 = no. |
(4) | Best Describes | L2 | <ENTER> | Enter the following: 1 = Applied Uniformly to all. 2 = Applied Uniformly to most. 3 = Generally tailored. |
(5) | FPG Used | L3A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3a: 1 = yes 2 = no. |
(6) | FPG% | L3A% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3a percent: 1 = 100% 2 = 150% 3 = 200% 4 = Other. |
(7) | FPG Discounted Care | L3B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3b: 1 = yes 2 = no. |
(8) | FPG Discounted Care % | L3B% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3b percent: 1 = 200% 2 = 250% 3 = 300% 4 = 350% 5 = 400% 6 = Other If more than one box is checked, enter the number for the largest percent.. |
(9) | Applied to Largest Number of Patients | L4 | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 4: 1 = yes 2 = no. |
(10) | Budget Amounts for Free or Discounted | L5A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5a: 1 = yes 2 = no. |
(11) | Exceed Budget Amount | L5B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5b: 1 = yes 2 = no. |
(12) | Unable to Provide Free or Discounted Care | L5C | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5c: 1 = yes 2 = no. |
(13) | Prepare A Community Benefit Report | L6A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6a: 1 = yes 2 = no. |
(14) | Available to Public | L6B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6b: 1 = yes 2 = no. |
(15) | Financial Assistance C | L7AC $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (c). |
(16) | Financial D | L7AD $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (d). |
(17) | Financial Assistance at Cost Net Community | SCHH 7A(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7a, Column (e). |
(18) | Financial Assistance at Cost Percent | 7A(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7a, Column (f). |
(19) | Medicaid C | L7BC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (c). |
(20) | Medicaid D | L7BD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (d). |
(21) | Unreimbursed Medicaid Net Community | 7B(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (e). |
(22) | Unreimbursed Medicaid Percent | 7B(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7b, Column (f). |
(23) | Cost of Other Means Tested C | L7CC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (c). |
(24) | Cost of Other Means Tested D | L7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (d). |
(25) | Unreimbursed Costs - Other Net Community | 7C(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (e). |
(26) | Unreimbursed Costs - Other Percent | 7C(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7c, Column (f). |
(27) | Financial Assistance Total C | 7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (c). |
(28) | Financial Assistance Total D | 7DD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (d). |
(29) | Total Financial Assistance Net Community | 7D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (e). |
(30) | Total Financial Assistance Percent | 7D(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7d, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "32" . |
(2) | Community Health Improvement C | 7EC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (c). |
(3) | Community Health Improvement D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (d). |
(4) | Community Health Improvement E | 7EE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (e). |
(5) | Community Health Improvement Percent | 7EF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7e, Column (f). |
(6) | Health Professions C | 7FC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (c). |
(7) | Health Professions D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (d). |
(8) | Health Professions E | 7FE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (e). |
(9) | Health Professions Percent | 7FF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7f, Column (f). |
(10) | Subsidized Health Services C | 7GC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (c). |
(11) | Subsidized Health Services D | 7GD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (d). |
(12) | Subsidized Health Services E | 7GE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (e). |
(13) | Subsidized Health Services Percent | 7GF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7g, Column (f). |
(14) | Research C | 7HC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (c). |
(15) | Research D | 7HD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (d). |
(16) | Research E | 7HE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (e). |
(17) | Research F Percent | 7HF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7h, Column (f). |
(18) | Cash & Contributions C | 7IC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (c). |
(19) | Cash & Contributions D | 7ID $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (d). |
(20) | Cash & Contributions E | 7IE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (e). |
(21) | Cash & Contributions % | 7IF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7i, Column (f). |
(22) | Total Other Benefits C | 7JC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (c). |
(23) | Total Other Benefits D | 7JD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (d). |
(24) | Total Other Benefits E | 7JE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (e). |
(25) | Total Other Benefits Percent | 7JF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7j, Column (f). |
(26) | Total C | 7KC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (c). |
(27) | Total D | 7KD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (d). |
(28) | Total E | 7KE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (e). |
(29) | Total Percent | 7KF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7k, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "16" . |
(2) | Total Net Community | PIII0E $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part II, Line 10, Column (e). |
(3) | Total Percent of Expense | 10F% | <ENTER> | Enter the percent from Schedule H, Part II, Line 10 Column (f). |
(4) | Report Bad Debt Expense | PT3L1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part III, Line 1. |
(5) | Bad Debt Expense Amount | L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 2. |
(6) | Estimated Bad Debt Expense Amount | L3 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 3. |
(7) | Revenue from Medicare | L5 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 5. |
(8) | Medicare Allowable Costs | L6 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 6. |
(9) | Medicare Surplus or Shortfall | L7 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 7. |
(10) | Costing Methodology or Source Code | L8CD | <ENTER> | Enter the edited code from the right of the boxes from Schedule H, Part III, Line 8. |
(11) | Written Debt Collection Policy | L9A | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9a. |
(12) | Collection Policy Contain Provision | L9B | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9b. |
(13) | Part IV Code | PIVCD | <ENTER> | Enter the edited digit from Schedule H, Part IV, right margin. |
(14) | Part V How Many Hospital Facilities Did Organization Operate | SECATOP | <ENTER> | Enter the number shown in the Hospital Facilities area in the top left portion of Schedule H, Part V, Section A. |
(15) | Part V Section C Indicator Code | SECCRM | <ENTER> | Enter the indicator code from Schedule H, Part V, Section C, right margin. |
(16) | Part V How Many Non-Hospital Facilities Did Organization Operate | SECCTOP | <ENTER> | Enter the number from the non-hospital health care benefits line. |
(17) | Part V Section D Indicator Code | SECTDRM | <ENTER> | Enter the edited code from Schedule H, Part V, Section D, right margin. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(25) | Other Similar Actions | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(26) | None of These Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "49" . |
(2) | Excess Benefit Transactions | PT1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part 1. |
(3) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
(4) | Interest, Annuities, Royalties, Yes/No Box | SCHR PT51A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule R, Part V, Line 1a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section 01 always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generated the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5 for procedures. |
(3a) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5 for procedures. |
(4) | E.I.N. | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) For a CP 425–431 & 259A-259H, underlined to the right of the Employer ID Number. (b) See standard rules in IRM 3.24.38. (c) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(5) | Address Check | ADDRESS CHECK? | <ENTER> | Enter Y or N as appropriate. |
(6) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38 |
(7) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38 |
(8) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under title of form. (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. (c) For a CP 425–431 & 259A-259H, edited in the area around the Tax Period. |
(9) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(10) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(11) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a G Condition Code is present, do NOT enter any of the address information, even if prompted to do so. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(12) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country code. |
(13) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(14) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
(15) | Group Code H(b) | BOXHB | <ENTER> | Enter a 1 or 2 from the yes/no box from the entity area of the return, Line H(b). For a CP425–431 & 259A-259H, press <ENTER> only. |
(16) | Tax Exempt Status | BOXI | <ENTER> | Enter the edited two digit code from the blank space of Box I. |
(17) | Type of Organization | BOXK RT | <ENTER> | Enter the edited code from the blank space of Box K. For a CP 425–431 & 259A-259H always enter a 9. |
(18) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters as shown on dotted portion of Lines 2–7b. For a 420–431 & 259A-259H, enter the edited characters as shown in the center of the return. If a Condition Code is illegible, enter a # in its place. |
(19) | Return Processing Code | 01RPC | <ENTER> | Enter the edited codes on Page 1, in the right margin next to line 1. |
(20) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If a G Condition Code is present and the return is non-remittance, end the document after this element. (c) If a CP 425–431 & 259A-259H, end the document after this element. |
(21) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(22) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(23) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(24) | Preparer Telephone # | TEL# | <ENTER> | Enter the preparer phone number. (a) If the Type of Organization is a 9, and the "9" is underlined, don't end the document. Continue transcribing the return. (b) If Type of Organization is a 9, and the 9 is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If present, continue to that element and follow the instructions there. |
(25) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the 600 series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the 600 series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a G Condition Code is present and the return is a remittance, Press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is 9 from Section 01 E–10 and the " 9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is 9, and the 9 is NOT underlined, press <F6> and end the document after this element. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "02" . |
(2) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(3) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(4) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(5) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800, in MMDDYY format. (a) For special instructions, see IRM 3.24.38. |
(6) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return, ONLY if underlined in green. |
(3) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(4) | Undertake New Activities Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2. |
(5) | Make Significant Changes Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3. |
(6) | Exempt Purpose Code 1 | L4A | <ENTER> | Press Enter only. Don't transcribe a code. |
(7) | Exempt Purpose Code 2 | L4B | <ENTER> | Press Enter only. Don't transcribe a code. |
(8) | Exempt Purpose Code 3 | L4C | <ENTER> | Press Enter only. Don't transcribe a code. |
(9) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(10) | 501(c)(3) or 4947(a)(1) Y/N | L1 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 1. |
(11) | Required to Complete Sch B Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 2. |
(12) | Engage in Direct or Indirect Political Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 3. |
(13) | Engage in Lobbying Activities Y/N | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 4. |
(14) | Subject to Sec 6033(c) Notice | L5 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 5. |
(15) | Maintain Donor Advised Y/N | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 6. |
(16) | Receive or Hold Conservation Y/N | L7 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 7. |
(17) | Maintain Collections of Works of Art Y/N | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 8. |
(18) | Provide Credit Counseling Y/N | L9 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 9. |
(19) | Hold Assets in Term/Permanent Y/N | L10 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 10. |
(20) | Land, Buildings, Equipment | 11A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11a. |
(21) | Investments Other Securities | 11B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11b. |
(22) | Investments Program Related | 11C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11c. |
(23) | Other Assets | 11D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11d. |
(24) | Other Liabilities | 11E | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11e. |
(25) | Separate or Consolidated Financial Statements | 11F | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11f. |
(26) | Separate Independent Audited Financial | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12a. |
(27) | Consolidated Independent Financial | 12B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12b. |
(28) | School Described in 170(b)(1)(A)(ii) | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 13. |
(29) | Maintain an Office, etc Outside U.S. | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14a. |
(30) | Have Aggregate Revenues/Expenses | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14b. |
(31) | Report > $5000 on Part IX Organizations | L15 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 15. |
(32) | Report > $5000 on Part IX Individuals | L16 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 16. |
(33) | Report > $15,000 on Part IX, Line 11e | L17 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 17. |
(34) | Report > $15,000 on Part VIII, Line 1c/8a | L18 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 18. |
(35) | Report > $15,000 on Part VIII, Line 9a | L19 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 19. |
(36) | Operate Hospitals | 20A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20a. |
(37) | Attach Audited Financial Statements | 20B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "04" . |
(2) | Report > $5000 on Part IX, Line 1 | L21 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 21. |
(3) | Report > $5000 on Part IX, Line 2 | L22 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 22. |
(4) | Answer Yes to Questions 3, 4, 5 | L23 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 23. |
(5) | Any Tax-Exempt Bond with Outstanding Principal | 24A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24a. |
(6) | Invest Any Proceeds | 24B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24b. |
(7) | Maintain an Escrow Account | 24C | <ENTER> | Enter a yes or no from the yes/box from Part IV, Line 24c. |
(8) | Act as On Behalf Of Issuer | 24D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24d. |
(9) | 501(c)(3) / 501(c)(4) Organizations | 25A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25a. |
(10) | Become Aware it Engaged in Excess | 25B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25b. |
(11) | Loan to/by Current/Former Officer | L26 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 26. |
(12) | Provide Grant or Other Assistance | L27 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 27. |
(13) | Business Transaction with Current or Former Officer | 28A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28a. |
(14) | Business Transaction with Family Member | 28B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28b. |
(15) | Business Transaction with Entity of Current/ Former Officer | 28C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28c. |
(16) | Receive or Accrue > $25,000 in Non-Cash | L29 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 29. |
(17) | Receive or Accrue Contributions of Art | L30 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 30. |
(18) | Liquidate, Terminate, Dissolve | L31 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 31. |
(19) | Sell, Exchange, Dispose | L32 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 32. |
(20) | Own 100% of an Entity | L33 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 33. |
(21) | Related to Tax-Exempt / Taxable Entity | L34 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 34. |
(22) | Controlled Entity Within 512(b)(13) | L35A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35a. |
23 | Receive Payment or Engage Transaction Within | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35b. |
(24) | Make Any Transfers | L36 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 36. |
(25) | Conduct More than 5% | L37 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 37. |
(26) | Complete Schedule O | L38 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "05" . |
(2) | Part V Number of Forms/1096 | PTVL1A | <ENTER> | Enter the number shown on Part V, Line 1a. |
(3) | Number of Forms W-2G | L1B | <ENTER> | Enter the number shown on Part V, Line 1b. |
(4) | Comply with Backup Withholding Rules | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 1c. |
(5) | Number of Employees / W-3 | L2A | <ENTER> | Enter the number shown on Part V, Line 2a. |
(6) | File All Required Federal Employment Returns | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 2b. |
(7) | Unrelated Business Income > $1000 | L3A | <ENTER> | Enter a yes or no from the yes/box from Part V, Line 3a. |
(8) | If Yes, Has Filed a 990-T | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 3b. |
(9) | Interest in or a Signature | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 4a. |
(10) | Party to a Prohibited Tax Shelter | L5A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5a. |
(11) | Taxable Party Notify Organization | L5B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5b. |
(12) | If Yes, Did Organization File 8886-T | L5C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5c. |
(13) | Annual Gross Receipts Normally >$100,000 | L6A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6a. |
(14) | If Yes, Did Organization Include | L6B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6b. |
(15) | >$75 Partly Contribution/Goods/Services | L7A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7a. |
(16) | If Yes, Did Organization Notify Donor | L7B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7b. |
(17) | Sell, Exchange, Otherwise Dispose | L7C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7c. |
(18) | Number of Forms 8282 | L7D | <ENTER> | Enter the number shown on Part V, Line 7d. |
(19) | Receive Any Funds | L7E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7e. |
(20) | Pay Premiums | L7F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7f. |
(21) | Contributions of Qualified Intellectual Property | L7G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7g. |
(22) | Contributions of Cars, Boats, Airplanes | L7H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7h. |
(23) | Sponsoring Orgs, 509(a)(3) Excess Business Holdings | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 8. |
(24) | Make Taxable Distributions Under 4966 | L9A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9a. |
(25) | Make Distribution to Donor | L9B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9b. |
(26) | Initiation Fees/Capital Contributions | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10a. |
(27) | Gross Receipts for Public Use of Facilities | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10b. |
(28) | Gross Income/Members/Shareholders | 11A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11a. |
(29) | Gross Income from Other Sources | 11B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11b. |
(30) | 4947(a)(1) Filing 990 in Lieu of 1041 | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 12a. |
(31) | Amount of Tax Exempt Interest | 12B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 12b. |
(32) | Licensed to Issue Qualified Health Plans | 13A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 13a. |
(33) | Aggregate Amount of Reserves to Maintain | 13B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13b. |
(34) | Aggregate Amount of Reserves on Hand | 13C $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13c. |
(35) | Receive Payments for Indoor Tanning | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14a. |
(36) | Filed Form 720 to Report Payments | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14b. |
(37) | Subject to Section 4960 Tax on Payments of More Than $1,000,000 | 15 | <ENTER> | Enter 1 for yes and 2 for no Part V, Line 15. |
(38) | Education Institution Subject to 4968 Excise Tax | 16 | <ENTER> | Enter 1 for yes and 2 for no Part V, Line 16. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "06" . |
(2) | Voting Members of Governing Body | PG6L1A | <ENTER> | Enter the number shown on Part VI, Section A, Line 1a. |
(3) | Independent Voting Members | L1B | <ENTER> | Enter the number shown on Part VI, Section A, Line 1b. |
(4) | Officer, Director, Trustee Family/Relationship | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 2. |
(5) | Delegate Control Over Management | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 3. |
(6) | Make Significant Changes | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 4. |
(7) | Become Aware of Material Diversion | L5 | <ENTER> | Enter a yes or no from the yes/box from Part VI, Section A, Line 5. |
(8) | Members of Stockholders | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 6. |
(9) | Members, Stockholders, Other Persons | 7A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7a. |
(10) | Members Subject to Approval | 7B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7b. |
(11) | Determining Compensation for CEO, Exec Director | 15A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section B, Line 15a. |
(12) | Reportable Compensation from the Organization 1 | PTVII1D $ | <ENTER> | Enter the amount from Part VII Section A, Line 1, Column (d). |
(13) | Reportable Compensation from Related Organizations 1 | PTVII1E $ | <ENTER> | Enter the amount from Part VII Section A, Line 1, Column (e). |
(14) | Estimated Amount of Other Compensation 1 | PTVII1F $ | <ENTER> | Enter the amount from Part VII Section A, Line 1, Column (f). |
(15) | Reportable Compensation from the Organization 2 | PTVII2D $ | <ENTER> | Enter the amount from Part VII Section A, Line 2, Column (d). |
(16) | Reportable Compensation from Related Organizations 2 | PTVII2E $ | <ENTER> | Enter the amount from Part VII Section A, Line 2, Column (e). |
(17) | Estimated Amount of Other Compensation 2 | PTVII2F $ | <ENTER> | Enter the amount from Part VII Section A, Line 2, Column (f). |
(18) | Reportable Compensation from the Organization 3 | PTVII3D $ | <ENTER> | Enter the amount from Part VII Section A, Line 3, Column (d). |
(19) | Reportable Compensation from Related Organizations 3 | PTVII3E $ | <ENTER> | Enter the amount from Part VII Section A, Line 3, Column (e). |
(20) | Estimated Amount of Other Compensation 3 | PTVII3F $ | <ENTER> | Enter the amount from Part VII Section A, Line 3, Column (f). |
(21) | Reportable Compensation from the Organization 4 | PTVII4D $ | <ENTER> | Enter the amount from Part VII Section A, Line 4, Column (d). |
(22) | Reportable Compensation from Related Organizations 4 | PTVII4E $ | <ENTER> | Enter the amount from Part VII Section A, Line 4, Column (e). |
(23) | Estimated Amount of Other Compensation 4 | PTVII4F $ | <ENTER> | Enter the amount from Part VII Section A, Line 4, Column (f). |
(24) | Reportable Compensation from the Organization 5 | PTVII5D $ | <ENTER> | Enter the amount from Part VII Section A, Line 5, Column (d). |
(25) | Reportable Compensation from Related Organizations 5 | PTVII5E $ | <ENTER> | Enter the amount from Part VII Section A, Line 5, Column (e). |
(26) | Estimated Amount of Other Compensation 5 | PTVII5F $ | <ENTER> | Enter the amount from Part VII Section A, Line 5, Column (f). |
(27) | Total Reportable Compensation from Organization | PG8L1D(D) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column D. |
(28) | Total Reportable Compensation from Related Organization | 1D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column E. |
(29) | Total Compensation from Organization & Related Organizations | 1D(F) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column F. |
(30) | Total Individuals who Received > $100,000 | SECTAL2 | <ENTER> | Enter the number shown on Part VII, Section A, Line 2. |
(31) | Total Independent Contractors Received > $100,000 | SECTBL2 | <ENTER> | Enter the number shown on Part VII, Section B, Line 2. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise always enter "07" . |
(2) | Total Contributions/ Gifts/Grants |
PG9L1H $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 1h, Column (A). |
(3) | Program Service Business Code 2A | 2ACODE | <ENTER> | Enter the number shown on Part VIII, Line 2a. |
(4) | 2a Program Service Revenue Col. A | 2A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2a, Column (A). |
(5) | Program Service Business Code 2B | 2BCODE | <ENTER> | Enter the number shown on Part VIII, Line 2b. |
(6) | 2b Program Service Revenue Col. A | 2B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2b, Column (A). |
(7) | Program Service Business Code 2C | 2CCODE | <ENTER> | Enter the number shown on Part VIII, Line 2c. |
(8) | 2c Program Service Revenue Col. A | 2C(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2c, Column (A). |
(9) | Program Service Business Code 2D | 2DCODE | <ENTER> | Enter the number shown on Part VIII, Line 2d. |
(10) | 2d Program Service Revenue Col. A | 2D(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2d, Column (A). |
(11) | Program Service Business Code 2E | 2ECODE | <ENTER> | Enter the number shown on Part VIII, Line 2e. |
(27) | 2e Program Service Revenue Col. A | 2E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2e, Column (A). |
(28) | 2f Program Service Revenue Col. A | 2F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2f, Column (A). |
(29) | 2g Program Service Revenue Total Col. A | 2GTOT $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 2g, Column (A). |
(15) | Investment Income Col. A | 3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 3, Column (A). |
(16) | Tax-Exempt Bond Proceeds Col. A | 4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 4, Column (A). |
(17) | Royalties Col. A | 5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 5, Column (A). |
(18) | Gross Rents Real | 6(A)I $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (i). |
(19) | Gross Rents Personal | 6(A)II $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (ii). |
(20) | Rental Expenses Real | 6(B)(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (i). |
(21) | Rental Expenses Personal | 6(B)(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (ii). |
(22) | Rental Income/Loss Real | 6C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (i). |
(23) | Rental Income/Loss Personal | 6C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (ii). |
(24) | Net Rental Income/Loss Col. A | 6D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6d, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Gross Amount from Sales of Assets - Securities | PG9L7A(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (i). |
(3) | Gross Amount from Sales of Assets - Other | 7A(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (ii). |
(4) | Cost or Other Basis/Sales - Securities | 7B(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (i). |
(5) | Cost or Other Basis/Sales - Other | 7B(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (ii). |
(6) | Gain/Loss - Securities | 7C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (i). |
(7) | Gain/Loss - Other | 7C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (ii). |
(8) | Net Gain/Loss Col. A | 7D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7d, Column (A). |
(9) | Gross Income from Fundraising | 8A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8a. |
(10) | Less Direct Expenses 8b | 8B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8b. |
(11) | Net Income/Loss from Fundraising Col. A | 8C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8c, Column (A). |
(12) | Gross Income from Gaming | 9A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9a. |
(13) | Less Direct Expenses 9b | 9B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9b. |
(14) | Net Income/Loss from Gaming | 9C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9c, Column (A). |
(15) | Gross Sales of Inventory | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10a. |
(16) | Less Cost of Goods Sold | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10b. |
(17) | Net Income/Loss from Sales Col. A | 10C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10c, Column (A). |
(18) | Misc. Revenue Business Code 11a | 11ACODE | <ENTER> | Enter the number shown on Part VIII, Line 11a. |
(19) | Misc. Revenue Total (A) Col. A | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11a, Column (A). |
(20) | Misc. Revenue Business Code 11b | 11BCODE | <ENTER> | Enter the number shown on Part VIII, Line 11b. |
(21) | Misc. Revenue Total 11B(A) Col. A | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11b, Column (A). |
(22) | Misc. Revenue Business Code 11c | 11CCODE | <ENTER> | Enter the number shown on Part VIII, Line 11c. |
(23) | Misc. Revenue Total 11C(A) Col. A | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11c, Column (A). |
(24) | Misc. Revenue Total 11D(A) Col. A | 11D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11d, Column (A). |
(25) | Misc. Revenue Total 11E Col. A | 11ETOT $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11e, Column (A). |
(26) | Total Revenue 12(A) Col. A | 12(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 12, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Gross to Government / Organizations in U.S. | PG10L1(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 1, Column (A). |
(3) | Grants / Other Assistance in U.S. | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 2, Column (A). |
(4) | Grants / Other Assistance Outside U.S. | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 3, Column (A). |
(5) | Benefits Paid to / for Members | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 4, Column (A). |
(6) | Compensation of Current Officers / Directors | L5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 5, Column (A). |
(7) | Compensation to Disqualified Persons | L6(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 6, Column (A). |
(8) | Other Salaries / Wages | L7(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 7, Column (A). |
(9) | Pension Plan Contributions | L8(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 8, Column (A). |
(10) | Other Employee Benefits | L9(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 9, Column (A). |
(11) | Payroll Taxes | 10(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 10, Column (A). |
(12) | Fees for Services / Management | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11a, Column (A). |
(13) | Fees for Services / Legal | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11b, Column (A). |
(14) | Fees for Services / Accounting | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11c, Column (A). |
(15) | Fees for Services / Lobbyists | 11D(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11d, Column (A). |
(16) | Fees for Services / Professional Fundraising | 11E(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11e, Column(A). |
(17) | Fees for Services / Investment Management | 11F(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11f, Column (A). |
(18) | Fees for Services / Other | 11G(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from shown on Part IX, Line 11g, Column (A). |
(19) | Advertising / Promotion | 12(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 12, Column (A). |
(20) | Office Expenses | 13(A) $ | <ENTER> MINUS (-) |
Enter the amount from on Part IX, Line 13, Column (A). |
(21) | Information Technology | 14(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 14, Column (A). |
(22) | Royalties | 15(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 15, Column (A). |
(23) | Occupancy | 16(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 16, Column (A). |
(24) | Travel | 17(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 17, Column (A). |
(25) | Payments of Travel / Entertainment | 18(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 18, Column (A). |
(26) | Conferences, Conventions / Meetings | 19(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 19, Column (A). |
(27) | Interest | 20(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 20, Column (A). |
(28) | Payments to Affiliates | 21(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 21, Column (A). |
(29) | Depreciation / Depletion | 22(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 22, Column (A). |
(30) | Insurance | 23(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 23, Column (A). |
(31) | Other Expenses a | 24A(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 24a, Column (A). |
(32) | Other Expenses b | 24B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24b, Column (A). |
(33) | Other Expenses c | 24C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24c, Column (A). |
(34) | Other Expenses d | 24D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24d, Column (A). |
(35) | Other Expenses e | 24E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24e, Column (A). |
(36) | NA | 24F(A) $ | <ENTER> | Enter only. |
(37) | Total Functional Expenses | 25(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 25, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Cash EOY | PG11L1(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 1, Column (B). |
(3) | Savings / Temporary Investments EOY | L2(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 2, Column (B). |
(4) | Pledges / Grants Receivable EOY | L3(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 3, Column (B). |
(5) | Accounts Receivable EOY | L4(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 4, Column (B). |
(6) | Receivables from Current / Former EOY | L5(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 5, Column (B). |
(7) | Receivables from Disqualified Persons EOY | L6(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 6, Column (B). |
(8) | Notes / Loans Receivable EOY | L7(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 7, Column (B). |
(9) | Inventories for Sale EOY | L8(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 8, Column (B). |
(10) | Prepaid Expenses EOY | L9(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 9, Column (B). |
(11) | Land / Buildings Less Accumulated EOY | 10C(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 10c, Column (B). |
(12) | Investments Publicly Traded Securities EOY | 11(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 11, Column (B). |
(13) | Investments Other Securities EOY | 12(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 12, Column (B). |
(14) | Investments Program Related EOY | 13(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 13, Column (B). |
(15) | Intangible Assets EOY | 14(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 14, Column (B). |
(16) | Other Assets EOY | 15(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 15, Column(B). |
(17) | Total Assets BOY | 16(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 16, Column (A). |
(18) | Total Assets EOY | 16(B) $ | <ENTER> MINUS (-) |
Enter the amount from shown on Part X, Line 16, Column (B). |
(19) | Accounts Payable EOY | 17(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 17, Column (B). |
(20) | Grants Payable EOY | 18(B) $ | <ENTER> MINUS (-) |
Enter the amount from on Part X, Line 18, Column (B). |
(21) | Deferred Revenue EOY | 19(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 19, Column (B). |
(22) | Tax-Exempt Bond Liabilities EOY | 20(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 20, Column (B). |
(23) | Escrow Liability EOY | 21(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 21, Column (B). |
(24) | Payable to Current / Former Officers EOY | 22(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 22, Column (B). |
(25) | Secured Mortgages / Notes EOY | 23(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 23, Column (B). |
(26) | Unsecured Notes / Loans EOY | 24(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 24, Column (B). |
(27) | Other Liabilities EOY | 25(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 25, Column (B). |
(28) | Total Liabilities BOY | 26(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 26, Column (A). |
(29) | Total Liabilities EOY | 26(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 26, Column (B). |
(30) | Net Assets Without Restrictions | 27(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 27, Column (B). |
(31) | Net assets with donor restrictions | 28(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 28, Column (B). |
(33) | Capital Stock / Trust EOY | 29(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 29, Column (B). |
(34) | Paid-In / Capital Surplus EOY | 30(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 30, Column (B). |
(35) | Retained Earnings, Endowment EOY | 31(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 31, Column (B). |
(36) | Total Net Assets or Fund Balances BOY | 32(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 32, Column (A). |
(37) | Total Net Assets or Fund Balances EOY | 32(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 32, Column (B). |
(38) | N/A | 33(B) $ | N/A | Press enter only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter one of the following from Line 12: 1 = Type I, 2 = Type II, 3 = Type III – Functionally integrated 4 = Type III – Non-functionally integrated Blank <ENTER>. If more than one box is checked, enter the corresponding number for the first box checked. |
(4) | Type I, II or III Supporting Organization | 11E | <ENTER> | Enter a 1 if the box is checked on Schedule A, Part I, Line 12e. |
(5) | Number of Supported Organizations | 11F | <ENTER> | Enter the number from Line 12f. |
(6) | EIN A | 12G(II)A | <ENTER> | Enter the EIN in Part I, Line 12g, Row A, Column (ii). |
(7) | Type of Org A | 12G(III)A | <ENTER> | Enter the type of organization in Part I, Line 12g, Row A, Column (iii). |
(8) | Listed in Governing Doc A | 12G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row A, Column (iv). |
(9) | Amount of Support A | 12G(V) A $ | <ENTER> | Enter the amount on Part I, Line 12g, Row A, Column (v). |
(10) | EIN B | 12G(II)B | <ENTER> | Enter the EIN in Part I, Line 12g, Row B, Column (ii). |
(11) | Type of Org B | 12G(III)B | <ENTER> | Enter the type of organization in Part I, Line 12g, Row B, Column (iii). |
(12) | Listed in Governing Doc B | 12G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row B, Column (iv). |
(13) | Amount of Support B | 12G(V)B $ | <ENTER> | Enter the amount Part I, Line 12g, Row B, Column (v). |
(14) | EIN C | 12G(II)C | <ENTER> | Enter the EIN in Part I, Line 12g, Row C, Column (ii). |
(15) | Type of Org C | 12G(III)C | <ENTER> | Enter the type of organization in Part I, Line 12g, Row C, Column (iii). |
(16) | Listed in Governing Doc C | 12G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row C, Column (iv). |
(17) | Amount of Support C | 12G(V)C $ | <ENTER> | Enter the amount on Part I, Line 12g, Row C, Column (v). |
(18) | EIN D | 12G(II)D | <ENTER> | Enter the EIN in Part I, Line 12g, Row D, Column (ii). |
(19) | Type of Org D | 12G(III)D | <ENTER> | Enter the type of organization in Part I, Line 12g, Row D, Column (iii). |
(20) | Listed in Governing Doc D | 12G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row D, Column (iv). |
(21) | Amount of Support D | 12G(V)D $ | <ENTER> | Enter the amount on Part I, Line 12g, Row D, Column (v). |
(22) | EIN E | 12G(II)E | <ENTER> | Enter the EIN in Part I, Line 12g, Row E, Column (ii). |
(23) | Type of Org E | 12G(III)E | <ENTER> | Enter the type of organization in Part I, Line 12g, Row E, Column (iii). |
(24) | Listed in Governing Doc E | 12G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row E, Column (iv). |
(25) | Amount of Support E | 12G(V)E $ | <ENTER> | Enter the amount on Part I, Line 12g, Row E, Column (v). |
(26) | Filling Field | N/A | <ENTER> | Blank field generated on output. |
(27) | Total Number of Organizations | 12G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 12g, Column (i), Total Line. |
(28) | Total Amount of Support | GVTOT $ | <ENTER> | Enter the amount on Part I, Line 12g, Total, Column (v). |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. |
(28) | Filling Field | N/A | <ENTER> | Generates a blank field on output. |
(29) | Excess Distributions C | PTVE3C $ | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(30) | Excess Distributions D | PTVE3D $ | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(31) | Excess Distributions E | PTVE3E $ | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
(32) | Excess Distributions Breakdown B | PTVE8B $ | <ENTER> | Enter the amount from Part V, Section E, Line 8b. |
(33) | Excess Distributions Breakdown C | PTVE8C $ | <ENTER> | Enter the amount from Part V, Section E, Line 8c. |
(34) | Excess Distributions Breakdown D | PTVE8D $ | <ENTER> | Enter the amount from Part V, Section E, Line 8d. |
(35) | Excess Distributions Breakdown E | PTVE8E $ | <ENTER> | Enter the amount from Part V, Section E, Line 8e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHIAL2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Total Number at EOY | SCHDL1(A) | <ENTER> | Enter the number shown on Schedule D, Part I, Line 1, Column (a). |
(4) | Contributions To | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 2, Column (a). |
(5) | Grants From | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 3, Column (a). |
(6) | Aggregate Value | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 4, Column (a). |
(7) | Inform All Donors Checkbox | L5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 5. |
(8) | Inform All Grantees Checkbox | L6 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 6. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
(2) | Financial Assistance | L1A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1a: 1 = yes 2 = no. |
(3) | Written Policy | L1B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 1b: 1 = yes 2 = no. |
(4) | Best Describes | L2 | <ENTER> | Enter the following: 1 = Applied Uniformly to all. 2 = Applied Uniformly to most. 3 = Generally tailored. |
(5) | FPG Used | L3A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3a: 1 = yes 2 = no. |
(6) | FPG% | L3A% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3a percent: 1 = 100% 2 = 150% 3 = 200% 4 = Other. |
(7) | FPG Discounted Care | L3B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 3b: 1 = yes 2 = no. |
(8) | FPG Discounted Care % | L3B% | <ENTER> | Enter the percent that is next to the marked box from Schedule H, Part I, Line 3b percent: 1 = 200% 2 = 250% 3 = 300% 4 = 350% 5 = 400% 6 = Other If more than one box is checked, enter the number for the largest percent.. |
(9) | Applied to Largest Number of Patients | L4 | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 4: 1 = yes 2 = no. |
(10) | Budget Amounts for Free or Discounted | L5A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5a: 1 = yes 2 = no. |
(11) | Exceed Budget Amount | L5B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5b: 1 = yes 2 = no. |
(12) | Unable to Provide Free or Discounted Care | L5C | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 5c: 1 = yes 2 = no. |
(13) | Prepare A Community Benefit Report | L6A | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6a: 1 = yes 2 = no. |
(14) | Available to Public | L6B | <ENTER> | Enter the following from the checkbox Schedule H, Part I, Line 6b: 1 = yes 2 = no. |
(15) | Financial Assistance C | L7AC $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (c). |
(16) | Financial D | L7AD $ | <ENTER> | Enter the amount from Schedule H, Part I, Line 7a, Column (d). |
(17) | Financial Assistance at Cost Net Community | SCHH 7A(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7a, Column (e). |
(18) | Financial Assistance at Cost Percent | 7A(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7a, Column (f). |
(19) | Medicaid C | L7BC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (c). |
(20) | Medicaid D | L7BD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (d). |
(21) | Unreimbursed Medicaid Net Community | 7B(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (e). |
(22) | Unreimbursed Medicaid Percent | 7B(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7b, Column (f). |
(23) | Cost of Other Means Tested C | L7CC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (c). |
(24) | Cost of Other Means Tested D | L7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (d). |
(25) | Unreimbursed Costs - Other Net Community | 7C(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (e). |
(26) | Unreimbursed Costs - Other Percent | 7C(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7c, Column (f). |
(27) | Financial Assistance Total C | 7DC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (c). |
(28) | Financial Assistance Total D | 7DD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (d). |
(29) | Total Financial Assistance Net Community | 7D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (e). |
(30) | Total Financial Assistance Percent | 7D(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7d, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "32" . |
(2) | Community Health Improvement C | 7EC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (c). |
(3) | Community Health Improvement D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (d). |
(4) | Community Health Improvement E | 7EE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7e, Column (e). |
(5) | Community Health Improvement Percent | 7EF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7e, Column (f). |
(6) | Health Professions C | 7FC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (c). |
(7) | Health Professions D | 7ED $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (d). |
(8) | Health Professions E | 7FE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7f, Column (e). |
(9) | Health Professions Percent | 7FF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7f, Column (f). |
(10) | Subsidized Health Services C | 7GC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (c). |
(11) | Subsidized Health Services D | 7GD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (d). |
(12) | Subsidized Health Services E | 7GE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7g, Column (e). |
(13) | Subsidized Health Services Percent | 7GF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7g, Column (f). |
(14) | Research C | 7HC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (c). |
(15) | Research D | 7HD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (d). |
(16) | Research E | 7HE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7h, Column (e). |
(17) | Research F Percent | 7HF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7h, Column (f). |
(18) | Cash & Contributions C | 7IC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (c). |
(19) | Cash & Contributions D | 7ID $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (d). |
(20) | Cash & Contributions E | 7IE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7i, Column (e). |
(21) | Cash & Contributions % | 7IF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7i, Column (f). |
(22) | Total Other Benefits C | 7JC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (c). |
(23) | Total Other Benefits D | 7JD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (d). |
(24) | Total Other Benefits E | 7JE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (e). |
(25) | Total Other Benefits Percent | 7JF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7j, Column (f). |
(26) | Total C | 7KC $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (c). |
(27) | Total D | 7KD $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (d). |
(28) | Total E | 7KE $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (e). |
(29) | Total Percent | 7KF% | <ENTER> | Enter the percent from Schedule H, Part I, Line 7k, Column (f). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "16" . |
(2) | Total Net Community | PIII0E $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part II, Line 10, Column (e). |
(3) | Total Percent of Expense | 10F% | <ENTER> | Enter the percent from Schedule H, Part II, Line 10 Column (f). |
(4) | Report Bad Debt Expense | PT3L1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part III, Line 1. |
(5) | Bad Debt Expense Amount | L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 2. |
(6) | Estimated Bad Debt Expense Amount | L3 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 3. |
(7) | Revenue from Medicare | L5 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 5. |
(8) | Medicare Allowable Costs | L6 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 6. |
(9) | Medicare Surplus or Shortfall | L7 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 7. |
(10) | Costing Methodology or Source Code | L8CD | <ENTER> | Enter the edited code from the right of the boxes from Schedule H, Part III, Line 8. |
(11) | Written Debt Collection Policy | L9A | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9a. |
(12) | Collection Policy Contain Provision | L9B | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9b. |
(13) | Part IV Code | PIVCD | <ENTER> | Enter the edited digit from Schedule H, Part IV, right margin. |
(14) | Part V How Many Hospital Facilities Did Organization Operate | SECATOP | <ENTER> | Enter the number shown in the Hospital Facilities area in the top left portion of Schedule H, Part V, Section A. |
(15) | Part V Section C Indicator Code | SECCRM | <ENTER> | Enter the indicator code from Schedule H, Part V, Section C, right margin. |
(16) | Part V How Many Non-Hospital Facilities Did Organization Operate | SECCTOP | <ENTER> | Enter the number from the non-hospital health care benefits line. |
(17) | Part V Section D Indicator Code | SECTDRM | <ENTER> | Enter the edited code from Schedule H, Part V, Section D, right margin. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "34" . |
(2) | Name of Facility Section B | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Licensed Registered State Y/N | PVL1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 1. |
(5) | Hospital Acquired in Current Year Y/N | P2VL | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 2. |
(6) | Conduct Community Health Needs Assessment | L3 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part V, Section B Line 3. |
(7) | Definition of Community Served | L3A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3a is checked. |
(8) | Demographics of a Community | L3B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3b is checked. |
(9) | Existing Health Care and Resources | L3C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3c is checked. |
(10) | How Data Was Obtained | L3D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3d is checked. |
(11) | Health Needs of a Community | L3E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3e is checked. |
(12) | Primary and Chronic Disease Needs | L3F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3f is checked. |
(13) | Identifying and Prioritizing Health Needs | L3G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3g is checked. |
(14) | Consulting With Persons Representing | L3H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3h is checked. |
(15) | Information Gaps That Limit | L3I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3i is checked. |
(16) | Other | L3J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 3j is checked. |
(17) | Tax Year CHNA Conducted | L4 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 4. |
(18) | Hospital Facility Take Into Account Input | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(19) | Conducted With One or More Other Hospitals Facilities | L6A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6a. |
(20) | CHNA Conducted With One or More Organizations Other Than Hospital Facilities | L6B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 6b. |
(21) | Widely Available to Public | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(22) | Hospital Website | L7A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7a is checked. |
(23) | Other Website | L7B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7b is checked. |
(24) | Paper Copy Available Without Charge | L7C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7c is checked. |
(25) | Other | L7D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 7d is checked. |
(26) | Adopt Implementation Strategy | L8 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8. |
(27) | Tax Year Strategy Implemented | L9 | <ENTER> | Enter the year from Schedule H, Part V, Section B, Line 9. |
(28) | Strategy Posted on Website | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(29) | URL Present | L10A | <ENTER> | Enter a 1 if a url is present on Schedule H, Part V, Section B, Line 10a. |
(30) | Strategy Attached | L10B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10b. |
(31) | Excise Tax Under 4959 | L12A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12a. |
(32) | Did Organization File 4720 | L12B | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 12b. |
(33) | 4959 Tax Reported | L12C $ | <ENTER> MINUS (-) |
Enter the amount on Schedule H, Part V, Section B, Line 12c. |
(34) | Explained Eligibility Requirement | L13 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(35) | Uses Federal Poverty Guidelines Free Care | L13A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13a is checked. |
(36) | Free Care % | 13A1% | <ENTER> | Enter the first percent on Schedule H, Part V, Section B, Line 13a. |
(37) | Discounted Care % | 13A2% | <ENTER> | Enter the second percent on Schedule H, Part V, Section B, Line 13a. |
(38) | Income Level Other Than FPG | L13B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13b is checked. |
(39) | Asset Level | L13C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13c is checked. |
(40) | Medical Indigency | 13D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13d is checked. |
(41) | Insurance Status | 13E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13e is checked. |
(42) | Underinsurance Status | 13F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13f is checked. |
(43) | Residency | 13G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13g is checked. |
(44) | Other | 13H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 13h is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
(2) | Calculating Amounts Charged to Patients | 14 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(3) | Explained the Method for Applying Financial Assistance | 15 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(4) | Information Hospital Required on Application | 15A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15a is checked. |
(5) | Supporting Information Required on Application | 15B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15b is checked. |
(6) | Contact Information | 15C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15c is checked. |
(7) | Contact Information Sources of Financial Assistance | 15D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15d is checked. |
(8) | Other | 15E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 15e is checked. |
(9) | Publicize the Policy | 16 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 16. |
(10) | FAP Available on Website | 16A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(11) | FAP Application on Website | 16B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(12) | Plain Language Summary | 16C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(13) | FAP Available on Request | 16D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(14) | FAP Application Form Available Upon Request | 16E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16e is checked. |
(15) | Plain Language FAP Available | 16F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16f is checked. |
(16) | FAP Conspicuously Displayed | 16G | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16g is checked. |
(17) | Notified Customers | 16H | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16h is checked. |
(18) | FAP Translated into Primary Language of LEP | 16I | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16i is checked. |
(19) | Other | 16J | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 16j is checked. |
(20) | Separate Billing and Collections Billing | 17 | <ENTER> | Enter a a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(21) | Reporting to Credit Agency | 18A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(22) | Selling an Individuals Debt | 18B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(23) | Deferring, Denying or Requesting a Payment | 18C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(24) | Actions That Require Legal or Judicial Process | 18D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(25) | Other Similar Actions | 18E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(26) | None of These Actions | 18F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 18f is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "36" . |
(2) | Individuals Availability Under Facilities FAP | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(3) | Reporting to Credit Agency | 19A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(4) | Selling an Individuals Debt | 19B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(5) | Deferring, Denying or Requesting a Payment | 19C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(6) | Actions That Require Legal or Judicial Process | 19D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19dc is checked. |
(7) | Other Similar Actions | 19E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 19e is checked. |
(8) | Provided a Written Notice | 20A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(9) | Reasonable Effort to Orally Notify | 20B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(10) | Processed Complete and Incomplete FAP | 20C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(11) | Made Presumptive Eligibility Determinations | 20D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(12) | Other | 20E | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20e is checked. |
(13) | None of These Efforts | 20F | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 20f is checked. |
(14) | Written Policy to Emergency Medical Dare Policy | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(15) | Did Not Provide Care for Emergency Medical Conditions | 21A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21a is checked. |
(16) | Did Not Have Policy Relating to Emergency Medical Care | 21B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21b is checked. |
(17) | Limited Who Was Eligible | 21C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21c is checked. |
(18) | Other | 21D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 21d is checked. |
(19) | Look Back Method Allowed by a Medicare Fee | 22A | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22a is checked. |
(20) | Look Back Method Allowed by a Medicare Fee and Private Insurance | 22B | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22b is checked. |
(21) | Look Back Method Allowed by Medicaid Either Alone or Combination of Medicare | 22C | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22c is checked. |
(22) | Prospective Medicaid or Medicare Method | 22D | <ENTER> | Enter a 1 if the box on Schedule H, Part V, Section B, Line 22d is checked. |
(23) | Charge Any of Its Patients | 23 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 23. |
(24) | Amount Equal to the Gross Charge | 24 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 24. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "49" . |
(2) | Excess Benefit Transactions | PT1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part 1. |
(3) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
(4) | Interest, Annuities, Royalties, Yes/No Box | SCHR PT51A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule R, Part V, Line 1a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) For a CP 425–431 & 259A-259H, underlined to the right of the "Employer ID Number" . (b) See standard rules in IRM 3.24.38. (c) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" . (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. (c) For a CP 425–431 & 259A-259H, edited in the area around the Tax Period. |
(10) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(11) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(12) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a "G" Condition Code is present, do NOT enter any of the address information, even if prompted to do so. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(13) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country code. |
(14) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(15) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
(16) | Group Code H(b) | BOXHB | <ENTER> | Enter a "1" or "2" from the yes/no box from the entity area of the return, Line H(b). For a CP425–431 & 259A-259H, press <ENTER> only. |
(17) | Tax Exempt Status | BOXI | <ENTER> | Enter the edited two digit code from the blank space of Box I. |
(18) | Type of Organization | BOXK RT | <ENTER> | Enter the edited code from the blank space of Box K. For a CP 425–431 & 259A-259H enter a "9" . |
(19) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters as shown on dotted portion of Lines 2–7b. For a 420–431 & 259A-259H, enter the edited characters as shown in the center of the return. If a Condition Code is illegible, enter a "#" in its place. |
(20) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If a "G" Condition Code is present and the return is non-remittance, end the document after this element. (c) If a CP 425–431 & 259A-259H, end the document after this element. |
(21) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(22) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(23) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(24) | Preparer Telephone # | TEL# | <ENTER> | Enter the preparer phone number. (a) If the Type of Organization is a "9" , and the "9" is underlined, don't end the document. Continue transcribing the return. (b) If Type of Organization is a "9" , and the "9" is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. |
(25) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the "600" series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the "600" series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a "G" Condition Code is present and the return is a remittance, Press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is "9" from Section 01 E–10 and the " 9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is "9" , and the "9" is NOT underlined, press <F6> and end the document after this element. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(3) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(4) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(5) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800, in MMDDYY format. (a) For special instructions, see IRM 3.24.38. |
(6) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return.
|
(3) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(4) | Undertake New Activities Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2. |
(5) | Make Significant Changes Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3. |
(6) | Exempt Purpose Code 1 | L4A | <ENTER> | Press Enter only. Don't transcribe a code. |
(7) | Exempt Purpose Code 2 | L4B | <ENTER> | Press Enter only. Don't transcribe a code. |
(8) | Exempt Purpose Code 3 | L4C | <ENTER> | Press Enter only. Don't transcribe a code. |
(9) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(10) | 501(c)(3) or 4947(a)(1) Y/N | L1 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 1. |
(11) | Required to Complete Sch B Y/N | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 2. |
(12) | Engage in Direct or Indirect Political Y/N | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 3. |
(13) | Engage in Lobbying Activities Y/N | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 4. |
(14) | Subject to Sec 6033(c) Notice | L5 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 5. |
(15) | Maintain Donor Advised Y/N | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 6. |
(16) | Receive or Hold Conservation Y/N | L7 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 7. |
(17) | Maintain Collections of Works of Art Y/N | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 8. |
(18) | Provide Credit Counseling Y/N | L9 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 9. |
(19) | Hold Assets in Term/Permanent Y/N | L10 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 10. |
(20) | Land, Buildings, Equipment | 11A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11a. |
(21) | Investments Other Securities | 11B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11b. |
(22) | Investments Program Related | 11C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11c. |
(23) | Other Assets | 11D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11d. |
(24) | Other Liabilities | 11E | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11e. |
(25) | Separate or Consolidated Financial Statements | 11F | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 11f. |
(26) | Separate Independent Audited Financial | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12a. |
(27) | Consolidated Independent Financial | 12B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 12b. |
(28) | School Described in 170(b)(1)(A)(ii) | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 13. |
(29) | Maintain an Office, etc Outside U.S. | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14a. |
(30) | Have Aggregate Revenues/Expenses | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 14b. |
(31) | Report > $5000 on Part IX Organizations | L15 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 15. |
(32) | Report > $5000 on Part IX Individuals | L16 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 16. |
(33) | Report > $15,000 on Part IX, Line 11e | L17 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 17. |
(34) | Report > $15,000 on Part VIII, Line 1c/8a | L18 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 18. |
(35) | Report > $15,000 on Part VIII, Line 9a | L19 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 19. |
(36) | Operate Hospitals | 20A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20a. |
(37) | Attach Audited Financial Statements | 20B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 20b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "04" . |
(2) | Report > $5000 on Part IX, Line 1 | L21 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 21. |
(3) | Report > $5000 on Part IX, Line 2 | L22 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 22. |
(4) | Answer Yes to Questions 3, 4, 5 | L23 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 23. |
(5) | Any Tax-Exempt Bond with Outstanding Principal | 24A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24a. |
(6) | Invest Any Proceeds | 24B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24b. |
(7) | Maintain an Escrow Account | 24C | <ENTER> | Enter a yes or no from the yes/box from Part IV, Line 24c. |
(8) | Act as "On Behalf Of" Issuer | 24D | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 24d. |
(9) | 501(c)(3) / 501(c)(4) Organizations | 25A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25a. |
(10) | Become Aware it Engaged in Excess | 25B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 25b. |
(11) | Loan to/by Current/Former Officer | L26 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 26. |
(12) | Provide Grant or Other Assistance | L27 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 27. |
(13) | Business Transaction with Current or Former Officer | 28A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28a. |
(14) | Business Transaction with Family Member | 28B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28b. |
(15) | Business Transaction with Entity of Current/Former Officer | 28C | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 28c. |
(16) | Receive or Accrue > $25,000 in Non-Cash | L29 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 29. |
(17) | Receive or Accrue Contributions of Art | L30 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 30. |
(18) | Liquidate, Terminate, Dissolve | L31 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 31. |
(19) | Sell, Exchange, Dispose | L32 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 32. |
(20) | Own 100% of an Entity | L33 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 33. |
(21) | Related to Tax-Exempt / Taxable Entity | L34 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 34. |
(22) | Controlled Entity Within 512(b)(13) | L35A | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35a. |
23 | Receive Payment or Engage Transaction Within | L35B | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 35b. |
(24) | Make Any Transfers | L36 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 36. |
(25) | Conduct More than 5% | L37 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 37. |
(26) | Complete Schedule O | L38 | <ENTER> | Enter a yes or no from the yes/no box from Part IV, Line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Part V Number of Forms/1096 | PTVL1A | <ENTER> | Enter the number shown on Part V, Line 1a. |
(3) | Number of Forms W-2G | L1B | <ENTER> | Enter the number shown on Part V, Line 1b. |
(4) | Comply with Backup Withholding Rules | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 1c. |
(5) | Number of Employees / W-3 | L2A | <ENTER> | Enter the number shown on Part V, Line 2a. |
(6) | File All Required Federal Employment Returns | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 2b. |
(7) | Unrelated Business Income > $1000 | L3A | <ENTER> | Enter a yes or no from the yes/box from Part V, Line 3a. |
(8) | If Yes, Has Filed a 990-T | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 3b. |
(9) | Interest in or a Signature | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 4a. |
(10) | Party to a Prohibited Tax Shelter | L5A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5a. |
(11) | Taxable Party Notify Organization | L5B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5b. |
(12) | If Yes, Did Organization File 8886-T | L5C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 5c. |
(13) | Annual Gross Receipts Normally >$100,000 | L6A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6a. |
(14) | If Yes, Did Organization Include | L6B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 6b. |
(15) | >$75 Partly Contribution/Goods/Services | L7A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7a. |
(16) | If Yes, Did Organization Notify Donor | L7B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7b. |
(17) | Sell, Exchange, Otherwise Dispose | L7C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7c. |
(18) | Number of Forms 8282 | L7D | <ENTER> | Enter the number shown on Part V, Line 7d. |
(19) | Receive Any Funds | L7E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7e. |
(20) | Pay Premiums | L7F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7f. |
(21) | Contributions of Qualified Intellectual Property | L7G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7g. |
(22) | Contributions of Cars, Boats, Airplanes | L7H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 7h. |
(23) | Sponsoring Orgs, 509(a)(3) Excess Business Holdings | L8 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 8. |
(24) | Make Taxable Distributions Under 4966 | L9A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9a. |
(25) | Make Distribution to Donor | L9B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 9b. |
(26) | Initiation Fees/Capital Contributions | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10a. |
(27) | Gross Receipts for Public Use of Facilities | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 10b. |
(28) | Gross Income/Members/Shareholders | 11A $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11a. |
(29) | Gross Income from Other Sources | 11B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 11b. |
(30) | 4947(a)(1) Filing 990 in Lieu of 1041 | 12A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 12a. |
(31) | Amount of Tax Exempt Interest | 12B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 12b. |
(32) | Licensed to Issue Qualified Health Plans | 13A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 13a. |
(33) | Aggregate Amount of Reserves to Maintain | 13B $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13b. |
(34) | Aggregate Amount of Reserves on Hand | 13C $ | <ENTER> MINUS (-) |
Enter the amount from Part V, Line 13c. |
(35) | Receive Payments for Indoor Tanning | 14A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14a. |
(36) | Filed Form 720 to Report Payments | 14B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 14b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Voting Members of Governing Body | PG6L1A | <ENTER> | Enter the number shown on Part VI, Section A, Line 1a. |
(3) | Independent Voting Members | L1B | <ENTER> | Enter the number shown on Part VI, Section A, Line 1b. |
(4) | Officer, Director, Trustee Family/Relationship | L2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 2. |
(5) | Delegate Control Over Management | L3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 3. |
(6) | Make Significant Changes | L4 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 4. |
(7) | Become Aware of Material Diversion | L5 | <ENTER> | Enter a yes or no from the yes/box from Part VI, Section A, Line 5. |
(8) | Members of Stockholders | L6 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 6. |
(9) | Members, Stockholders, Other Persons | 7A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7a. |
(10) | Members Subject to Approval | 7B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section A, Line 7b. |
(11) | Determining Compensation for CEO, Exec Director | 15A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Section B, Line 15a |
(12) | Total Reportable Compensation from Organization | PG8L1D(D) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column D. |
(13) | Total Reportable Compensation from Related Organization | 1D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column E. |
(14) | Total Compensation from Organization & Related Organizations | 1D(F) $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Section A, Line 1d, Column F. |
(15) | Total Individuals who Received > $100,000 | SECTAL2 | <ENTER> | Enter the number shown on Part VII, Section A, Line 2. |
(16) | Total Independent Contractors Received > $100,000 | SECTBL2 | <ENTER> | Enter the number shown on Part VII, Section B, Line 2. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | Total Contributions/Gifts/Grants | PG9L1H $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 1h, Column (A). |
(3) | Program Service Business Code 2A | 2ACODE | <ENTER> | Enter the number shown on Part VIII, Line 2a. |
(4) | 2a Program Service Revenue Col. A | 2A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2a, Column (A). |
(5) | Program Service Business Code 2B | 2BCODE | <ENTER> | Enter the number shown on Part VIII, Line 2b. |
(6) | 2b Program Service Revenue Col. A | 2B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2b, Column (A). |
(7) | Program Service Business Code 2C | 2CCODE | <ENTER> | Enter the number shown on Part VIII, Line 2c. |
(8) | 2c Program Service Revenue Col. A | 2C(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2c, Column (A). |
(9) | Program Service Business Code 2D | 2DCODE | <ENTER> | Enter the number shown on Part VIII, Line 2d. |
(10) | 2d Program Service Revenue Col. A | 2D(A) $ | <ENTER> MINUS (-) |
Enter amount shown on Part VIII, Line 2d, Column (A). |
(11) | Program Service Business Code 2E | 2ECODE | <ENTER> | Enter the number shown on Part VIII, Line 2e. |
(12) | 2e Program Service Revenue Col. A | 2E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2e, Column (A). |
(13) | 2f Program Service Revenue Col. A | 2F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 2f, Column (A). |
(14) | 2g Program Service Revenue Total Col. A | 2GTOT $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 2g, Column (A). |
(15) | Investment Income Col. A | 3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 3, Column (A). |
(16) | Tax-Exempt Bond Proceeds Col. A | 4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 4, Column (A). |
(17) | Royalties Col. A | 5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 5, Column (A). |
(18) | Gross Rents Real | 6(A)I $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (i). |
(19) | Gross Rents Personal | 6(A)II $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6a, Column (ii). |
(20) | Rental Expenses Real | 6(B)(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (i). |
(21) | Rental Expenses Personal | 6(B)(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6b, Column (ii). |
(22) | Rental Income/Loss Real | 6C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (i). |
(23) | Rental Income/Loss Personal | 6C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6c, Column (ii). |
(24) | Net Rental Income/Loss Col. A | 6D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 6d, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Gross Amount from Sales of Assets - Securities | PG9L7A(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (i). |
(3) | Gross Amount from Sales of Assets - Other | 7A(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7a, Column (ii). |
(4) | Cost or Other Basis/Sales - Securities | 7B(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (i). |
(5) | Cost or Other Basis/Sales - Other | 7B(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7b, Column (ii). |
(6) | Gain/Loss - Securities | 7C(I) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (i). |
(7) | Gain/Loss - Other | 7C(II) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7c, Column (ii). |
(8) | Net Gain/Loss Col. A | 7D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 7d, Column (A). |
(9) | Gross Income from Fundraising | 8A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8a. |
(10) | Less Direct Expenses 8b | 8B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8b. |
(11) | Net Income/Loss from Fundraising Col. A | 8C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 8c, Column (A). |
(12) | Gross Income from Gaming | 9A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9a. |
(13) | Less Direct Expenses 9b | 9B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9b. |
(14) | Net Income/Loss from Gaming | 9C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 9c, Column (A). |
(15) | Gross Sales of Inventory | 10A $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10a. |
(16) | Less Cost of Goods Sold | 10B $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10b. |
(17) | Net Income/Loss from Sales Col. A | 10C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 10c, Column (A). |
(18) | Misc. Revenue Business Code 11a | 11ACODE | <ENTER> | Enter the number shown on Part VIII, Line 11a. |
(19) | Misc. Revenue Total (A) Col. A | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11a, Column (A). |
(20) | Misc. Revenue Business Code 11b | 11BCODE | <ENTER> | Enter the number shown on Part VIII, Line 11b. |
(21) | Misc. Revenue Total 11B(A) Col. A | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11b, Column (A). |
(22) | Misc. Revenue Business Code 11c | 11CCODE | <ENTER> | Enter the number shown on Part VIII, Line 11c. |
(23) | Misc. Revenue Total 11C(A) Col. A | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11c, Column (A). |
(24) | Misc. Revenue Total 11D(A) Col. A | 11D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11d, Column (A). |
(25) | Misc. Revenue Total 11E Col. A | 11ETOT $ | <ENTER> MINUS (-) |
Enter the amount from Part VIII, Line 11e, Column (A). |
(26) | Total Revenue 12(A) Col. A | 12(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part VIII, Line 12, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Gross to Government / Organizations in U.S. | PG10L1(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 1, Column (A). |
(3) | Grants / Other Assistance in U.S. | L2(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 2, Column (A). |
(4) | Grants / Other Assistance Outside U.S. | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 3, Column (A). |
(5) | Benefits Paid to / for Members | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 4, Column (A). |
(6) | Compensation of Current Officers / Directors | L5(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 5, Column (A). |
(7) | Compensation to Disqualified Persons | L6(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 6, Column (A). |
(8) | Other Salaries / Wages | L7(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 7, Column (A). |
(9) | Pension Plan Contributions | L8(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 8, Column (A). |
(10) | Other Employee Benefits | L9(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 9, Column (A). |
(11) | Payroll Taxes | 10(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 10, Column (A). |
(12) | Fees for Services / Management | 11A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11a, Column (A). |
(13) | Fees for Services / Legal | 11B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11b, Column (A). |
(14) | Fees for Services / Accounting | 11C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 11c, Column (A). |
(15) | Fees for Services / Lobbyists | 11D(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11d, Column (A). |
(16) | Fees for Services / Professional Fundraising | 11E(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11e, Column(A). |
(17) | Fees for Services / Investment Management | 11F(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 11f, Column (A). |
(18) | Fees for Services / Other | 11G(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from shown on Part IX, Line 11g, Column (A). |
(19) | Advertising / Promotion | 12(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 12, Column (A). |
(20) | Office Expenses | 13(A) $ | <ENTER> MINUS (-) |
Enter the amount from on Part IX, Line 13, Column (A). |
(21) | Information Technology | 14(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 14, Column (A). |
(22) | Royalties | 15(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 15, Column (A). |
(23) | Occupancy | 16(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 16, Column (A). |
(24) | Travel | 17(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 17, Column (A). |
(25) | Payments of Travel / Entertainment | 18(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 18, Column (A). |
(26) | Conferences, Conventions / Meetings | 19(A) $ | <ENTER> MINUS(-) |
Enter the amount from Part IX, Line 19, Column (A). |
(27) | Interest | 20(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 20, Column (A). |
(28) | Payments to Affiliates | 21(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 21, Column (A). |
(29) | Depreciation / Depletion | 22(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 22, Column (A). |
(30) | Insurance | 23(A) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part IX, Line 23, Column (A). |
(31) | Other Expenses a | 24A(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24a, Column (A). |
(32) | Other Expenses b | 24B(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24b, Column (A). |
(33) | Other Expenses c | 24C(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24c, Column (A). |
(34) | Other Expenses d | 24D(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24d, Column (A). |
(35) | Other Expenses e | 24E(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24e, Column (A). |
(36) | Other Expenses f | 24F(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IX, Line 24f, Column (A). |
(37) | Total Functional Expenses | 25(A) $ | <ENTER> MINUS (-)★★★★★★ |
Enter the amount from Part IX, Line 25, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Cash EOY | PG11L1(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 1, Column (B). |
(3) | Savings / Temporary Investments EOY | L2(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 2, Column (B). |
(4) | Pledges / Grants Receivable EOY | L3(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 3, Column (B). |
(5) | Accounts Receivable EOY | L4(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 4, Column (B). |
(6) | Receivables from Current / Former EOY | L5(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 5, Column (B). |
(7) | Receivables from Disqualified Persons EOY | L6(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 6, Column (B). |
(8) | Notes / Loans Receivable EOY | L7(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 7, Column (B). |
(9) | Inventories for Sale EOY | L8(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 8, Column (B). |
(10) | Prepaid Expenses EOY | L9(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 9, Column (B). |
(11) | Land / Buildings Less Accumulated EOY | 10C(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 10c, Column (B). |
(12) | Investments Publicly Traded Securities EOY | 11(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 11, Column (B). |
(13) | Investments Other Securities EOY | 12(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 12, Column (B). |
(14) | Investments Program Related EOY | 13(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 13, Column (B). |
(15) | Intangible Assets EOY | 14(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 14, Column (B). |
(16) | Other Assets EOY | 15(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 15, Column(B). |
(17) | Total Assets BOY | 16(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 16, Column (A). |
(18) | Total Assets EOY | 16(B) $ | <ENTER> MINUS (-) |
Enter the amount from shown on Part X, Line 16, Column (B). |
(19) | Accounts Payable EOY | 17(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 17, Column (B). |
(20) | Grants Payable EOY | 18(B) $ | <ENTER> MINUS (-) |
Enter the amount from on Part X, Line 18, Column (B). |
(21) | Deferred Revenue EOY | 19(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 19, Column (B). |
(22) | Tax-Exempt Bond Liabilities EOY | 20(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 20, Column (B). |
(23) | Escrow Liability EOY | 21(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 21, Column (B). |
(24) | Payable to Current / Former Officers EOY | 22(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 22, Column (B). |
(25) | Secured Mortgages / Notes EOY | 23(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 23, Column (B). |
(26) | Unsecured Notes / Loans EOY | 24(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 24, Column (B). |
(27) | Other Liabilities EOY | 25(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 25, Column (B). |
(28) | Total Liabilities BOY | 26(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 26, Column (A). |
(29) | Total Liabilities EOY | 26(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 26, Column (B). |
(30) | Unrestricted Net Assets EOY | 27(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 27, Column (B). |
(31) | Temporarily Restricted Net Assets EOY | 28(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 28, Column (B). |
(32) | Permanently Restricted Net Assets EOY | 29(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 29, Column (B). |
(33) | Capital Stock / Trust EOY | 30(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 30, Column (B). |
(34) | Paid-In / Capital Surplus EOY | 31(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 31, Column (B). |
(35) | Retained Earnings, Endowment EOY | 32(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 32, Column (B). |
(36) | Total Net Assets or Fund Balances BOY | 33(A) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Part X, Line 33, Column (A). |
(37) | Total Net Assets or Fund Balances EOY | 33(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 33, Column (B). |
(38) | Total Liabilities / Net Assets Fund Balances EOY | 34(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part X, Line 34, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Total Number of Organizations | 11H(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 11h, Column (i), Total Line. |
(4) | Total Amount of Support | HVIITOT $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 11h, Column (vii), Total Line. |
(5) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(6) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(7) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(8) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(9) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(10) | Public Support | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(11) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(12) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(13) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(14) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(15) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(16) | Receipts from Related Activities | L12 $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 12. |
(17) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 13 is checked. |
(18) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16a is checked. |
(19) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16b is checked. |
(20) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17a is checked. |
(21) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17b is checked. |
(22) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 20 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHIAL2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Total Number at EOY | SCHDL1(A) | <ENTER> | Enter the number shown on Schedule D, Part I, Line 1, Column (a). |
(4) | Contributions To | L2(A)$ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 2, Column (a). |
(5) | Grants From | L3(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 3, Column (a). |
(6) | Aggregate Value | L4(A) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule D, Part I, Line 4, Column (a). |
(7) | Inform All Donors Checkbox | L5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 5. |
(8) | Inform All Grantees Checkbox | L6 | <ENTER> | Enter a yes or no from the yes/no box from Schedule D, Part I, Line 6. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "14" . |
(2) | Financial Assistance at Cost Net Community | SCHH 7A(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7a, Column (e). |
(3) | Financial Assistance at Cost Percent | 7A(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7a, Column (f). |
(4) | Unreimbursed Medicaid Net Community | 7B(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7b, Column (e). |
(5) | Unreimbursed Medicaid Percent | 7B(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7b, Column (f). |
(6) | Unreimbursed Costs - Other Net Community | 7C(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7c, Column (e). |
(7) | Unreimbursed Costs - Other Percent | 7C(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7c, Column (f) |
(8) | Total Financial Assistance Net Community | 7D(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7d, Column (e). |
(9) | Total Financial Assistance | 7D(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7d, Column (f). |
(10) | Total Other Benefits Net Community | 7J(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7j, Column (e). |
(11) | Total Other Benefits Percent | 7J(F) | <ENTER> | Enter the percent from Schedule H, Part I, Line 7j, Column (f). |
(12) | Total Financial Assistance and Other Benefits Net Community | 7K(E) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part I, Line 7k, Column (e). |
(13) | Total Financial Assistance and Other Benefits Percent | 7K(F) $ | <ENTER> | Enter the percent from Schedule H, Part I, Line 7k, Column (f). |
(14) | Report Bad Debt Expense | PT3 L1 | <ENTER> | Enter a yes or no from the yes/no box on Sch H, Part III, Line 1. |
(15) | Bad Debt Expense Amount | L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 2. |
(16) | Estimated Bad Debt Expense Amount | L3 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 3. |
(17) | Revenue from Medicare | L5 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 5. |
(18) | Medicare Allowable Costs | L6 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 6. |
(19) | Medicare Surplus or Shortfall | L7 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule H, Part III, Line 7. |
(20) | Costing Methodology or Source Code | L8CD | <ENTER> | Enter the edited code from the right of the boxes from Schedule H, Part III, Line 8. |
(21) | Written Debt Collection Policy | L9A | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9a. |
(22) | Collection Policy Contain Provisions | L9B | <ENTER> | Enter a yes or no from the yes/no box on Schedule H, Part III, Line 9b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "15" . |
(2) | How Many Hospital Facilities Did Organization Operate | SECATOP | <ENTER> | Enter the number shown in the Hospital Facilities area in the top left portion of Schedule H, Part V, Section A. |
(3) | How Many Non-Hospital Facilities Did Organization Operate | SECCTOP | <ENTER> | Enter the number shown in the Other Facilities area in the top portion of Schedule H, Part V, Section C. |
(4) | Name of Facility | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(5) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(6) | Facility Line Number | LN#HOSP | <ENTER> | Enter the number shown on the Line Number of Hospital Facility area on the top portion of Schedule H, Part V, Section B. |
(7) | Conduct Community Health Needs Assessment | L1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 1. |
(8) | Definition of Community Served | L1A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(9) | Demographics of Community | L1B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1b is checked. |
(10) | Existing Health Care Facilities and Resources | L1C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1c is checked. |
(11) | How Data was Obtained | L1D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1d is checked. |
(12) | Health Needs of Community | L1E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1e is checked. |
(13) | Primary and Chronic Disease Needs | L1F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1f is checked. |
(14) | Identifying and Prioritizing Health Needs | L1G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1g is checked. |
(15) | Consulting with Persons Representing | L1H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1h is checked. |
(16) | Information Gaps the Limit | L1I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1i is checked. |
(17) | Other | L1J | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1j is checked. |
(18) | Needs Assessment: 20XX | L2 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 2. |
(19) | Hospital Facility Take Into Account Input | L3 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 3. |
(20) | Conducted with one or More Other Hospital | L4 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 4. |
(21) | Widely Available to Public | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(22) | Hospital Website | L5A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5a is checked. |
(23) | Available Upon Request | L5B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5b is checked. |
(24) | Other | L5C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5c is checked. |
(25) | Adoption of Implementation Strategy | L6A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6a is checked. |
(26) | Execution of Implementation Strategy | L6B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6b is checked. |
(27) | Development of Community-Wide Community Benefit Plan | L6C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6c is checked. |
(28) | Execution of Community-Wide Community Benefit Plan | L6D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6d is checked. |
(29) | Inclusion of Community Benefit Section | L6E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6e is checked. |
(30) | Adoption of Budget for Provision of Services | L6F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6f is checked. |
(31) | Prioritization of Health Needs | L6G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6g is checked. |
(32) | Prioritization of Services | L6H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6h is checked. |
(33) | Other | L6I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6i is checked. |
(34) | Hospital Facility Address All Needs Identified | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(35) | Excise Tax under Section 4959 | L8A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8a. |
36 | Did Organization File Form 4720 | L8B | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8b. |
37 | 4959 Tax Reported | L8C | ENTER | Enter the amount from Part V, Section B, Line 8c. |
38 | Eligibility Criteria for Financial Assistance | L9 | Enter | Enter a yes or no from the yes/no box form Schedule H, Part V, Section B, Line 9. |
(39) | Uses Federal Policy Guidelines (FPG) Free Care | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(40) | Free Care Percent | 10% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 10, percent line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "16" . |
(2) | FPG Discounted Care | SCHH PTV SECB11 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 11. |
(3) | Discounted Care Percent | 11% | <ENTER> | Enter the 3-digit percent from Sch H, Part V, Section B, Line 11. |
(4) | Basis for Calculating Amounts Charged | 12 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 12. |
(5) | Income Level | 12A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12a is checked. |
(6) | Asset Level | 12B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12b is checked. |
(7) | Medical Indigency | 12C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12c is checked. |
(8) | Insurance Status | 12D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12d is checked. |
(9) | Uninsured Discount | 12E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12e is checked. |
(10) | Medicaid/medicare | 12F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12f is checked. |
(11) | State Regulation | 12G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12g is checked. |
(12) | Other | 12H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12h is checked. |
(13) | Method for Applying for Financial Assistance | 13 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(14) | Measures to Publicize the Policy | 14 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(15) | Policy Posted on Hospital Web Site | 14A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14a is checked. |
(16) | Policy Attached to Billing Invoices | 14B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14b is checked. |
(17) | Policy Posted in Emergency or Waiting Rooms | 14C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14c is checked. |
(18) | Policy Posted in Admissions Office | 14D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14d is checked. |
(19) | Policy Provided in Writing Upon Admission | 14E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14e is checked. |
(20) | Policy Available Upon Request | 14F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14f is checked. |
(21) | Other | 14G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14g is checked. |
(22) | Separate Billing and Collections Policy | 15 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(23) | Actions Against Patient Reporting to Credit Agency | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(24) | Patient Lawsuits | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(25) | Patient Liens on Residences | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(26) | Patient Body Attachments | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(27) | Patient Other | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "17" . |
(2) | Third Party Collection Actions | 17 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(3) | Third Party Reporting to Credit Agency | 17A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17a is checked. |
(4) | Third Party Lawsuits | 17B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17b is checked. |
(5) | Third Party Liens on Residences | 17C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17c is checked. |
(6) | Third Party Body Attachments | 17D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17d is checked. |
(7) | Third Party Other | 17E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17e is checked. |
(8) | Notified Financial Assistance Upon Admission | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(10) | Notified Financial Assistance in Bills | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(11) | Documented its Determination | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(12) | Other | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(13) | Written Policy to Emergency Medical Dare Policy | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(14) | Did Not Provide Care for Emergency Medical Conditions | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(15) | Did Not Have Policy Relating to Emergency Medical Care | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(16) | Limited Who Was Eligible | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(17) | Other | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(18) | Negotiated Commercial Insurance Rate | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(19) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(20) | Medicare Rate | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(21) | Other | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(22) | Charge Any of Its Patients | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(23) | Amount Equal to the Gross Charge | 22 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 22. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "18" . |
(2) | Name of Facility | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Facility Line Number | LN#HOSP | <ENTER> | Enter the number shown on the Line Number of Hospital Facility area on the top portion of Schedule H, Part V, Section B. |
(5) | Conduct Community Health Needs Assessment | L1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 1. |
(6) | Definition of Community Served | L1A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(7) | Demographics of Community | L1B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1b is checked. |
(8) | Existing Health Care Facilities and Resources | L1C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1c is checked. |
(9) | How Data was Obtained | L1D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1d is checked. |
(10) | Health Needs of Community | L1E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1e is checked. |
(11) | Primary and Chronic Disease Needs | L1F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1f is checked. |
(12) | Identifying and Prioritizing Health Needs | L1G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1g is checked. |
(13) | Consulting with Persons Representing | L1H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1h is checked. |
(14) | Information Gaps the Limit | L1I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1i is checked. |
(15) | Other | L1J | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(16) | Needs Assessment: 20XX | L2 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 2. |
(17) | Hospital Facility Take Into Account Input | L3 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 3. |
(18) | Conducted with one or More Other Hospital | L4 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 4. |
(19) | Widely Available to Public | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(20) | Hospital Website | L5A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5a is checked. |
(21) | Available Upon Request | L5B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5b is checked. |
(22) | Other | L5C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5c is checked. |
(23) | Adoption of Implementation Strategy | L6A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6a is checked. |
(24) | Execution of Implementation Strategy | L6B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6b is checked. |
(25) | Development of Community-Wide Community Benefit Plan | L6C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6c is checked. |
(26) | Execution of Community-Wide Community Benefit Plan | L6D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6d is checked. |
(27) | Inclusion of Community Benefit Section | L6E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6e is checked. |
(28) | Adoption of Budget for Provision of Services | L6F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6f is checked. |
(29) | Prioritization of Health Needs | L6G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6g is checked. |
(30) | Prioritization of Services | L6H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6h is checked. |
(31) | Other | L6I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6i is checked. |
(32) | Hospital Facility Address All Needs Identified | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
33 | Excise Tax Under Section 4959 | L8A | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8a. |
34 | Did Organization File Form 4720 | L8B | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8b. |
35 | 4959 Tax Reported | L8C | ENTER | Enter the amount from Schedule H, Part V, Section B, Line 8c. |
(36) | Eligibility Criteria for Financial Assistance | L9 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 9. |
(37) | Uses Federal Policy Guidelines (FPG) Free Care | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(38) | Free Care Percent | 10% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 10, percent line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "19" . |
(2) | FPG Discounted Care | SCHH PTV SECB11 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 11. |
(3) | Discounted Care Percent | 11% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 11. |
(4) | Basis for Calculating Amounts Charged | 12 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 12. |
(5) | Income Level | 12A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12a is checked. |
(6) | Asset Level | 12B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12b is checked. |
(7) | Medical Indigency | 12C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12c is checked. |
(8) | Insurance Status | 12D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12d is checked. |
(9) | Uninsured Discount | 12E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12e is checked. |
(10) | Medicaid/medicare | 12F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12f is checked. |
(11) | State Regulation | 12G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12g is checked. |
(12) | Other | 12H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12h is checked. |
(13) | Method for Applying for Financial Assistance | 13 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(14) | Measures to Publicize the Policy | 14 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(15) | Policy Posted on Hospital Web Site | 14A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14a is checked. |
(16) | Policy Attached to Billing Invoices | 14B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14b is checked. |
(17) | Policy Posted in Emergency or Waiting Rooms | 14C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14c is checked. |
(18) | Policy Posted in Admissions Office | 14D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14d is checked. |
(19) | Policy Provided in Writing Upon Admission | 14E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14e is checked. |
(20) | Policy Available Upon Request | 14F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14f is checked. |
(21) | Other | 14G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14g is checked. |
(22) | Separate Billing and Collections Policy | 15 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(23) | Actions Against Patient Reporting to Credit Agency | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(24) | Patient Lawsuits | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(25) | Patient Liens on Residences | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(26) | Patient Body Attachments | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(27) | Patient Other | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "20" . |
(2) | Third Party Collection Actions | 17 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(3) | Third Party Reporting to Credit Agency | 17A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17a is checked. |
(4) | Third Party Lawsuits | 17B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17b is checked. |
(5) | Third Party Liens on Residences | 17C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17c is checked. |
(6) | Third Party Body Attachments | 17D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17d is checked. |
(7) | Third Party Other | 17E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17e is checked. |
(8) | Notified Financial Assistance Upon Admission | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(10) | Notified Financial Assistance in Bills | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(11) | Documented its Determination | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(12) | Other | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(13) | Written Policy to Emergency Medical Dare Policy | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(14) | Did Not Provide Care for Emergency Medical Conditions | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(15) | Did Not Have Policy Relating to Emergency Medical Care | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(16) | Limited Who Was Eligible | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(17) | Other | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(18) | Negotiated Commercial Insurance Rate | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(19) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(20) | Medicare Rate | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(21) | Other | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(22) | Charge Any of Its Patients | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(23) | Amount Equal to the Gross Charge | 22 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 22. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "21" . |
(2) | Name of Facility | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Sec B. |
(4) | Facility Line Number | LN#HOSP | <ENTER> | Enter the number shown on the Line Number of Hospital Facility area on the top portion of Schedule H, Part V, Section B. |
(5) | Conduct Community Health Needs Assessment | L1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 1. |
(6) | Definition of Community Served | L1A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(7) | Demographics of Community | L1B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1b is checked. |
(8) | Existing Health Care Facilities and Resources | L1C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1c is checked. |
(9) | How Data was Obtained | L1D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1d is checked. |
(10) | Health Needs of Community | L1E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1e is checked. |
(11) | Primary and Chronic Disease Needs | L1F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1f is checked. |
(12) | Identifying and Prioritizing Health Needs | L1G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1g is checked. |
(13) | Consulting with Persons Representing | L1H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1h is checked. |
(14) | Information Gaps the Limit | L1I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1i is checked. |
(15) | Other | L1J | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(16) | Needs Assessment: 20XX | L2 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 2. |
(17) | Hospital Facility Take Into Account Input | L3 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 3. |
(18) | Conducted with one or More Other Hospital | L4 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 4. |
(19) | Widely Available to Public | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(20) | Hospital Website | L5A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5a is checked. |
(21) | Available Upon Request | L5B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5b is checked. |
(22) | Other | L5C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5c is checked. |
(23) | Adoption of Implementation Strategy | L6A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6a is checked. |
(24) | Execution of Implementation Strategy | L6B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6b is checked. |
(25) | Development of Community-Wide Community Benefit Plan | L6C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6c is checked. |
(26) | Execution of Community-Wide Community Benefit Plan | L6D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6d is checked. |
(27) | Inclusion of Community Benefit Section | L6E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6e is checked. |
(28) | Adoption of Budget for Provision of Services | L6F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6f is checked. |
(29) | Prioritization of Health Needs | L6G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6g is checked. |
(30) | Prioritization of Services | L6H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6h is checked. |
(31) | Other | L6I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6i is checked. |
(32) | Hospital Facility Address All Needs Identified | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
33 | Excise Tax Under Section 4959 | L8A | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8a. |
34 | Did Organization File Form 4720 | L8B | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8b. |
35 | 4959 Tax Reported | L8C | ENTER | Enter the amount from Schedule H, Part V, Section B, Line 8c. |
(36) | Eligibility Criteria for Financial Assistance | L9 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 9. |
(37) | Uses Federal Policy Guidelines (FPG) Free Care | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(38) | Free Care Percent | 10% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 10, percent line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "22" . |
(2) | FPG Discounted Care | SCHH PTV SECB11 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 11. |
(3) | Discounted Care Percent | 11% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 11. |
(4) | Basis for Calculating Amounts Charged | 12 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 12. |
(5) | Income Level | 12A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12a is checked. |
(6) | Asset Level | 12B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12b is checked. |
(7) | Medical Indigency | 12C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12c is checked. |
(8) | Insurance Status | 12D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12d is checked. |
(9) | Uninsured Discount | 12E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12e is checked. |
(10) | Medicaid/medicare | 12F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12f is checked. |
(11) | State Regulation | 12G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12g is checked. |
(12) | Other | 12H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12h is checked. |
(13) | Method for Applying for Financial Assistance | 13 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(14) | Measures to Publicize the Policy | 14 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(15) | Policy Posted on Hospital Web Site | 14A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14a is checked. |
(16) | Policy Attached to Billing Invoices | 14B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14b is checked. |
(17) | Policy Posted in Emergency or Waiting Rooms | 14C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14c is checked. |
(18) | Policy Posted in Admissions Office | 14D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14d is checked. |
(19) | Policy Provided in Writing Upon Admission | 14E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14e is checked. |
(20) | Policy Available Upon Request | 14F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14f is checked. |
(21) | Other | 14G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14g is checked. |
(22) | Separate Billing and Collections Policy | 15 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(23) | Actions Against Patient Reporting to Credit Agency | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(24) | Patient Lawsuits | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(25) | Patient Liens on Residences | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(26) | Patient Body Attachments | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(27) | Patient Other | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "23" . |
(2) | Third Party Collection Actions | 17 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(3) | Third Party Reporting to Credit Agency | 17A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17a is checked. |
(4) | Third Party Lawsuits | 17B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17b is checked. |
(5) | Third Party Liens on Residences | 17C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17c is checked. |
(6) | Third Party Body Attachments | 17D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17d is checked. |
(7) | Third Party Other | 17E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17e is checked. |
(8) | Notified Financial Assistance Upon Admission | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(10) | Notified Financial Assistance in Bills | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(11) | Documented its Determination | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(12) | Other | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(13) | Written Policy to Emergency Medical Dare Policy | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(14) | Did Not Provide Care for Emergency Medical Conditions | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(15) | Did Not Have Policy Relating to Emergency Medical Care | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(16) | Limited Who Was Eligible | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(17) | Other | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(18) | Negotiated Commercial Insurance Rate | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(19) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(20) | Medicare Rate | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(21) | Other | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(22) | Charge Any of Its Patients | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(23) | Amount Equal to the Gross Charge | 22 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 22. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "24" . |
(2) | Name of Facility | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Facility Line Number | LN#HOSP | <ENTER> | Enter the number shown on the Line Number of Hospital Facility area on the top portion of Schedule H, Part V, Section B. |
(5) | Conduct Community Health Needs Assessment | L1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 1. |
(6) | Definition of Community Served | L1A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(7) | Demographics of Community | L1B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1b is checked. |
(8) | Existing Health Care Facilities and Resources | L1C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1c is checked. |
(9) | How Data was Obtained | L1D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1d is checked. |
(10) | Health Needs of Community | L1E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1e is checked. |
(11) | Primary and Chronic Disease Needs | L1F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1f is checked. |
(12) | Identifying and Prioritizing Health Needs | L1G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1g is checked. |
(13) | Consulting with Persons Representing | L1H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1h is checked. |
(14) | Information Gaps the Limit | L1I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1i is checked. |
(15) | Other | L1J | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(16) | Needs Assessment: 20XX | L2 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 2. |
(17) | Hospital Facility Take Into Account Input | L3 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 3. |
(18) | Conducted with one or More Other Hospital | L4 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 4. |
(19) | Widely Available to Public | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(20) | Hospital Website | L5A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5a is checked. |
(21) | Available Upon Request | L5B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5b is checked. |
(22) | Other | L5C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5c is checked. |
(23) | Adoption of Implementation Strategy | L6A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6a is checked. |
(24) | Execution of Implementation Strategy | L6B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6b is checked. |
(25) | Development of Community-Wide Community Benefit Plan | L6C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6c is checked. |
(26) | Execution of Community-Wide Community Benefit Plan | L6D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6d is checked. |
(27) | Inclusion of Community Benefit Section | L6E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6e is checked. |
(28) | Adoption of Budget for Provision of Services | L6F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6f is checked. |
(29) | Prioritization of Health Needs | L6G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6g is checked. |
(30) | Prioritization of Services | L6H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6h is checked. |
(31) | Other | L6I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6i is checked. |
(32) | Hospital Facility Address All Needs Identified | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
(33) | Excise Tax Under Section 4959 | L8A | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8a. |
(34) | Did Organization File Form 4720 | L8B | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8b. |
(35) | 4959 Tax Reported | L8C | ENTER | Enter the amount from Schedule H, Part V, Section B, Line 8c. |
(36) | Eligibility Criteria for Financial Assistance | L9 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 9. |
(37) | Uses Federal Policy Guidelines (FPG) Free Care | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(38) | Free Care Percent | 10% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 10, percent line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "25" . |
(2) | FPG Discounted Care | SCHH PTV SECB11 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 11. |
(3) | Discounted Care Percent | 11% | <ENTER> | Enter the 3-digit percent from Sch H, Part V, Section B, Line 11. |
(4) | Basis for Calculating Amounts Charged | 12 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 12. |
(5) | Income Level | 12A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12a is checked. |
(6) | Asset Level | 12B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12b is checked. |
(7) | Medical Indigency | 12C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12c is checked. |
(8) | Insurance Status | 12D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12d is checked. |
(9) | Uninsured Discount | 12E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12e is checked. |
(10) | Medicaid/medicare | 12F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12f is checked. |
(11) | State Regulation | 12G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12g is checked. |
(12) | Other | 12H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12h is checked. |
(13) | Method for Applying for Financial Assistance | 13 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(14) | Measures to Publicize the Policy | 14 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(15) | Policy Posted on Hospital Web Site | 14A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14a is checked. |
(16) | Policy Attached to Billing Invoices | 14B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14b is checked. |
(17) | Policy Posted in Emergency or Waiting Rooms | 14C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14c is checked. |
(18) | Policy Posted in Admissions Office | 14D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14d is checked. |
(19) | Policy Provided in Writing Upon Admission | 14E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14e is checked. |
(20) | Policy Available Upon Request | 14F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14f is checked. |
(21) | Other | 14G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14g is checked. |
(22) | Separate Billing and Collections Policy | 15 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(23) | Actions Against Patient Reporting to Credit Agency | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(24) | Patient Lawsuits | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(25) | Patient Liens on Residences | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(26) | Patient Body Attachments | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(27) | Patient Other | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "26" . |
(2) | Third Party Collection Actions | 17 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(3) | Third Party Reporting to Credit Agency | 17A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17a is checked. |
(4) | Third Party Lawsuits | 17B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17b is checked. |
(5) | Third Party Liens on Residences | 17C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17c is checked. |
(6) | Third Party Body Attachments | 17D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17d is checked. |
(7) | Third Party Other | 17E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17e is checked. |
(8) | Notified Financial Assistance Upon Admission | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(10) | Notified Financial Assistance in Bills | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(11) | Documented its Determination | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(12) | Other | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(13) | Written Policy to Emergency Medical Dare Policy | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(14) | Did Not Provide Care for Emergency Medical Conditions | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(15) | Did Not Have Policy Relating to Emergency Medical Care | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(16) | Limited Who Was Eligible | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(17) | Other | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(18) | Negotiated Commercial Insurance Rate | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(19) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(20) | Medicare Rate | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(21) | Other | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(22) | Charge Any of Its Patients | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(23) | Amount Equal to the Gross Charge | 22 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 22. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "27" . |
(2) | Name of Facility | BNAME | <ENTER> | Enter the name as shown on the top portion of Schedule H, Part V, Section B. |
(3) | Section B Facility Identification Number Code | BCODE | <ENTER> | Enter the edited code from the right of Name of Hospital Facility on Schedule H, Part V, Section B. |
(4) | Facility Line Number | LN#HOSP | <ENTER> | Enter the number shown on the Line Number of Hospital Facility area on the top portion of Schedule H, Part V, Section B. |
(5) | Conduct Community Health Needs Assessment | L1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 1. |
(6) | Definition of Community Served | L1A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(7) | Demographics of Community | L1B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1b is checked. |
(8) | Existing Health Care Facilities and Resources | L1C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1c is checked. |
(9) | How Data was Obtained | L1D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1d is checked. |
(10) | Health Needs of Community | L1E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1e is checked. |
(11) | Primary and Chronic Disease Needs | L1F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1f is checked. |
(12) | Identifying and Prioritizing Health Needs | L1G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1g is checked. |
(13) | Consulting with Persons Representing | L1H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1h is checked. |
(14) | Information Gaps the Limit | L1I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1i is checked. |
(15) | Other | L1J | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 1a is checked. |
(16) | Needs Assessment: 20XX | L2 | <ENTER> | Enter the two-digit year field from Schedule H, Part V, Section B, Line 2. |
(17) | Hospital Facility Take Into Account Input | L3 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 3. |
(18) | Conducted with one or More Other Hospital | L4 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 4. |
(19) | Widely Available to Public | L5 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 5. |
(20) | Hospital Website | L5A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5a is checked. |
(21) | Available Upon Request | L5B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5b is checked. |
(22) | Other | L5C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 5c is checked. |
(23) | Adoption of Implementation Strategy | L6A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6a is checked. |
(24) | Execution of Implementation Strategy | L6B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6b is checked. |
(25) | Development of Community-Wide Community Benefit Plan | L6C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6c is checked. |
(26) | Execution of Community-Wide Community Benefit Plan | L6D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6d is checked. |
(27) | Inclusion of Community Benefit Section | L6E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6e is checked. |
(28) | Adoption of Budget for Provision of Services | L6F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6f is checked. |
(29) | Prioritization of Health Needs | L6G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6g is checked. |
(30) | Prioritization of Services | L6H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6h is checked. |
(31) | Other | L6I | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 6i is checked. |
(32) | Hospital Facility Address All Needs Identified | L7 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 7. |
33 | Excise Tax Under Section 4959 | L8A | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8a. |
34 | Did Organization File Form 4720 | L8B | ENTER | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 8b. |
35 | 4959 Tax Reported | L8C | ENTER | Enter the amount from Schedule H, Part V, Section B, Line 8c. |
(33) | Eligibility Criteria for Financial Assistance | L9 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 9. |
(34) | Uses Federal Policy Guidelines (FPG) Free Care | L10 | <ENTER> | Enter a yes or a no from the yes/no box from Schedule H, Part V, Section B, Line 10. |
(35) | Free Care Percent | 10% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 10, percent line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "28" . |
(2) | FPG Discounted Care | SCHH PTV SECB11 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 11. |
(3) | Discounted Care Percent | 11% | <ENTER> | Enter the 3-digit percent from Schedule H, Part V, Section B, Line 11. |
(4) | Basis for Calculating Amounts Charged | 12 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 12. |
(5) | Income Level | 12A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12a is checked. |
(6) | Asset Level | 12B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12b is checked. |
(7) | Medical Indigency | 12C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12c is checked. |
(8) | Insurance Status | 12D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12d is checked. |
(9) | Uninsured Discount | 12E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12e is checked. |
(10) | Medicaid/medicare | 12F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12f is checked. |
(11) | State Regulation | 12G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12g is checked. |
(12) | Other | 12H | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 12h is checked. |
(13) | Method for Applying for Financial Assistance | 13 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 13. |
(14) | Measures to Publicize the Policy | 14 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 14. |
(15) | Policy Posted on Hospital Web Site | 14A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14a is checked. |
(16) | Policy Attached to Billing Invoices | 14B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14b is checked. |
(17) | Policy Posted in Emergency or Waiting Rooms | 14C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14c is checked. |
(18) | Policy Posted in Admissions Office | 14D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14d is checked. |
(19) | Policy Provided in Writing Upon Admission | 14E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14e is checked. |
(20) | Policy Available Upon Request | 14F | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14f is checked. |
(21) | Other | 14G | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 14g is checked. |
(22) | Separate Billing and Collections Policy | 15 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 15. |
(23) | Actions Against Patient Reporting to Credit Agency | 16A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16a is checked. |
(24) | Patient Lawsuits | 16B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16b is checked. |
(25) | Patient Liens on Residences | 16C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16c is checked. |
(26) | Patient Body Attachments | 16D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16d is checked. |
(27) | Patient Other | 16E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 16e is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "29" . |
(2) | Third Party Collection Actions | 17 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 17. |
(3) | Third Party Reporting to Credit Agency | 17A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17a is checked. |
(4) | Third Party Lawsuits | 17B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17b is checked. |
(5) | Third Party Liens on Residences | 17C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17c is checked. |
(6) | Third Party Body Attachments | 17D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17d is checked. |
(7) | Third Party Other | 17E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 17e is checked. |
(8) | Notified Financial Assistance Upon Admission | 18A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18a is checked. |
(9) | Notified Financial Assistance Prior to Discharge | 18B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18b is checked. |
(10) | Notified Financial Assistance in Bills | 18C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18c is checked. |
(11) | Documented its Determination | 18D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18d is checked. |
(12) | Other | 18E | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 18e is checked. |
(13) | Written Policy to Emergency Medical Dare Policy | 19 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 19. |
(14) | Did Not Provide Care for Emergency Medical Conditions | 19A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19a is checked. |
(15) | Did Not Have Policy Relating to Emergency Medical Care | 19B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19b is checked. |
(16) | Limited Who Was Eligible | 19C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19c is checked. |
(17) | Other | 19D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 19d is checked. |
(18) | Negotiated Commercial Insurance Rate | 20A | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20a is checked. |
(19) | Average of the Three Lowest Negotiated Commercial Insurance Rates | 20B | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20b is checked. |
(20) | Medicare Rate | 20C | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20c is checked. |
(21) | Other | 20D | <ENTER> | Enter a "1" if the box on Schedule H, Part V, Section B, Line 20d is checked. |
(22) | Charge Any of Its Patients | 21 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 21. |
(23) | Amount Equal to the Gross Charge | 22 | <ENTER> | Enter a yes or no from the yes/no box from Schedule H, Part V, Section B, Line 22. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "30" . |
(2) | Excess Benefit Transactions | PT1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part 1. |
(3) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
(4) | Interest, Annuities, Royalties, Yes/No Box | SCHR PT51A | <ENTER> | Enter a yes or a no from the yes/no box from Schedule R, Part V, Line 1a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" . (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. (c) CP 411–414, 420–429, edited in the area around the "Tax Period" . |
(10) | Type of Organization | BOXF RT | <ENTER> | Enter the edited digit from the right margin of box F. |
(11) | Group Code | BOXH RT | <ENTER> | Enter the edited code from the right margin of box H. |
(12) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters as shown on dotted portion of Lines 1a —- 1c. If a Condition Code is illegible, enter a "#" in its place. |
(13) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If the Type of Organization is a "9" , and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If Type of Organization is a "9" , and the "9" is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a "G" Condition Code is present in Section 01 E-12 and the return is non-remittance, end the document after this element. |
(14) | Box J 501(c) # | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(15) | Box M Checkbox | M RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1d. |
(16) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in-care-of name, if shown. |
(17) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(18) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a "G" Condition Code is present, do NOT enter any of the address information, even if prompted to do so. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(19) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(20) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(21) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the "600" series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the "600" series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a "G" Condition Code is present and the return is a remittance, Press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is "9" from Section 01 E–10 and the " 9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is "9" , and the "9" is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800, in MMDDYY format. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a "G" Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the "600" series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts/Grants | L1E $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1e. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Interest on Savings | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Dividends and Interest | LN5 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5. |
(8) | Gross Rents | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(9) | Minus Rental Expenses | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(10) | Net Rental Income (Loss) | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(11) | Other Investment Income | LN7 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7. |
(12) | Gross Amt Sale of Assets (Securities) | 8A LF $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8a, Securities. |
(13) | Gross Amt Sale of Assets (Other) | 8A RT $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8a, Other. |
(14) | Cost or Other Basis (Securities) | 8B LF $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8b, Securities. |
(15) | Minus Cost or Other Basis (Other) | 8B RT $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8b, Other. |
(16) | Gain/Loss Sale of Assets (Securities) | 8C LF $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8c, Securities. |
(17) | Gain/Loss Sale of Assets (Other) | 8C RT $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8c, Other. |
(18) | Special Events/Gaming | 9CKBX | <ENTER> | Enter a "1" if the box is checked on Part I, Line 9. |
(19) | Gross Revenue (Fundraising) | 9A RT $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 9a. |
(20) | Minus Direct Expenses | L9B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 9b. |
(21) | Net Income (Fundraising) | L9C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 9c. |
(22) | Gross Sales Minus Returns | 10A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10a. |
(23) | Minus Cost of Goods Sold | 10B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10b. |
(24) | Gross Profit (Loss) | 10C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10c. |
(25) | Other Revenue | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(26) | Total Revenue | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 12. |
(27) | Program Services | L13 $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 13. |
(28) | Fundraising | L15 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 15. |
(29) | Payments to Affiliates | L16 $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 16. |
(30) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(31) | Excess for Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(32) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(33) | Net Assets or Fund Balances (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "04" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of page 2. |
(3) | Grants From Donor Advised Funds | 22AA $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 22A, Column (A). |
(4) | Donor Advised Funds Checkbox | 22ACKBX | <ENTER> | Enter a "1" if the box on Line 22a is checked. |
(5) | Other Grants & Allocations | 22BA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 22b, Column (A). |
(6) | Other Foreign Grants Checkbox | 22BCKBX | <ENTER> | Enter a "1" if the box on Line 22b is checked. |
(7) | Specific Assistance | 23A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 23, Column (A). |
(8) | Benefits To/For Members | 24A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 24, Column (A). |
(9) | Compensation of Current Officers | 25AA $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25a, Column (A). |
(10) | Compensation of Former Officers | 25BA $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25b, Column (A). |
(11) | Compensation and Other Distributions | 25CA $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25c, Column (A). |
(12) | Other Salaries and Wages | 26A $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 26, Column (A). |
(13) | Pension Plan Contributions | 27A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (A). |
(14) | Other Employee Benefits | 28A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 28, Column (A). |
(15) | Payroll Taxes | 29A $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 29, Column (A). |
(16) | Professional Fund Raising Fees | 30AD $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 30, Column (A) or Column (D). (a) If both are present, enter the amount from Column (A). |
(17) | Accounting Fees | 31A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 31, Column (A). |
(18) | Legal Fees | 32A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 32, Column (A). |
(19) | Supplies | 33A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 33, Column (A). |
(20) | Telephone | 34A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 34, Column (A). |
(21) | Postage & Shipping | 35A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 35, Column (A). |
(22) | Occupancy | 36A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 36, Column (A). |
(23) | Equipment Rental and Maintenance | 37A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 37, Column (A). |
(24) | Printing & Publications | 38A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 38, Column (A). |
(25) | Travel | 39A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 39, Column (A). |
(26) | Conferences, Conventions & Meetings | 40A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 40, Column (A). |
(27) | Interest | 41A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 41, Column (A). |
(28) | Depreciation, Depletion | 42A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 42, Column (A). |
(29) | Other Expenses a | 43AA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 43a, Column (A). |
(30) | Other Expenses b | 43BA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 43b, Column (A). |
(31) | Other Expenses c | 43CA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 43c, Column (A). |
(32) | Other Expenses d | 43DA $ | <ENTER> MINUS (-). |
Enter the amount from Part II, Line 43d, Column (A). |
(33) | Other Expenses e | 43EA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 43e, Column (A). |
(34) | Total Expenses | 44A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 44, Column (A). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Cash (BOY) | 45A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 45, Column (A). |
(3) | Cash (EOY) | 45B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 45, Column (B). |
(4) | Savings/Temporary Investments (BOY) | 46A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 46, Column (A). |
(5) | Savings/Temporary Investments (EOY) | 46B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 46, Column (B). |
(6) | Accounts Receivable (BOY) | 47CA $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 47c, Column (A). |
(7) | Accounts Receivable (EOY) | 47CB $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 47c, Column (B). |
(8) | Pledges Receivable (BOY) | 48CA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 48c, Column (A). |
(9) | Pledges Receivable (EOY) | 48CB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 48c, Column (B). |
(10) | Grants Receivable (BOY) | 49A $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 49, Column (A). |
(11) | Grants Receivable (EOY) | 49B $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 49, Column (B). |
(12) | Current and Former Receivables (BOY) | 50AA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 50a, Column (A). |
(13) | Current and Former Receivables (EOY) | 50AB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 50a, Column (B). |
(14) | Receivables From Disqualified Persons (BOY) | 50BA $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 50b, Column (A). |
(15) | Receivables From Disqualified Persons (EOY) | 50BB $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 50b, Column (B). |
(16) | Other Notes/Loans (BOY) | 51CA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 51c, Column (A). |
(17) | Other Notes/Loans (EOY) | 51CB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 51c, Column (B). |
(18) | Inventories for Sale (BOY) | 52A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 52, Column (A). |
(19) | Inventories For Sale (EOY) | 52B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 52, Column (B). |
(20) | Prepaid Expenses (BOY) | 53A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 53, Column (A). |
(21) | Prepaid Expenses (EOY) | 53B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 53, Column (B). |
(22) | Investments - Publicly Traded Securities (BOY) | 54AA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 54a, Column (A). |
(23) | Investments - Publicly Traded Securities (EOY) | 54AB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 54a, Column (B). |
(24) | Investments - Other Securities (BOY) | 54BA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 54b, Column (A). |
(25) | Investments - Other Securities (EOY) | 54BB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 54b, Column (B). |
(26) | Investments-Land (BOY) | 55CA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 55c, Column (A). |
(27) | Investments-Land (EOY) | 55CB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 55c, Column (B). |
(28) | Other Investments (BOY) | 56A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 56, Column (A). |
(29) | Other Investments (EOY) | 56B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 56, Column (B). |
(30) | Land/Buildings (BOY) | 57CA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 57c, Column (A). |
(31) | Land/Buildings (EOY) | 57CB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 57c, Column (B). |
(32) | Other Assets (BOY) | 58A $ | <ENTER> MINUS (-). |
Enter the amount from Part IV, Line 58, Column (A). |
(33) | Other Assets (EOY) | 58B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 58, Column (B). |
(34) | Total Assets (BOY) | 59A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 59, Column (A). |
(35) | Total Assets (EOY) | 59B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 59, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Accounts Payable (BOY) | 60A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 60, Column (A). |
(3) | Accounts Payable (EOY) | 60B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 60, Column (B). |
(4) | Grants Payable (BOY) | 61A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 61, Column (A). |
(5) | Grants Payable (EOY) | 61B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 61, Column (B). |
(6) | Deferred Revenue (BOY) | 62A $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 62, Column (A). |
(7) | Deferred Revenue (EOY) | 62B $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 62, Column (B). |
(8) | Loans (BOY) | 63A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 63, Column (A). |
(9) | Loans (EOY) | 63B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 63, Column (B). |
(10) | Tax-Exempt Bond Liabilities (BOY) | 64AA $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 64a, Column (A). |
(11) | Tax-Exempt Bond Liabilities (EOY) | 64AB $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 64a, Column (B). |
(12) | Mortgages/Other Notes (BOY) | 64BA $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 64b, Column (A). |
(13) | Mortgages/Other Notes (EOY) | 64BB $ | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 64b, Column (B). |
(14) | Other Liabilities (BOY) | 65A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 65, Column (A). |
(15) | Other Liabilities (EOY) | 65B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 65, Column (B). |
(16) | Total Liabilities (BOY) | 66A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 66, Column (A). |
(17) | Total Liabilities (EOY) | 66B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 66, Column (B). |
(18) | Retained Earnings (BOY) | 72A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 72, Column (A). |
(19) | Retained Earnings (EOY) | 72B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 72, Column (B). |
(20) | Total Fund Balance/Net Assets (BOY) | 73A $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 73, Column (A). |
(21) | Total Fund Balance/Net Assets (EOY) | 73B $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 73, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | Total Voting Officers | 75A | <ENTER> | Enter the number from Part V-A, Line 75a. |
(3) | Are there Relationships? | 75B | <ENTER> | Enter a yes or no from the yes/no box from Part V-A, Line 75b. |
(4) | Was Compensation Received? | 75C | <ENTER> | Enter a yes or no from the yes/no box from Part V-A, Line 75c. |
(5) | Compensation/Benefits Code | VBRTMAR | <ENTER> | Enter the edited code from the bottom right margin of Part V-B. |
(6) | Did you Make Changes to Activities/Methods? | 76 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 76. |
(7) | Were any change made? | 77 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 77. |
(8) | Did you have unrelated business? | 78A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 78a. |
(9) | If yes, did you file Form 990-T? | 78B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 78b. |
(10) | Was there a liquidation? | 79 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 79. |
(11) | Are you related? | 80A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 80a. |
(12) | Political Expenditures | 81A $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 81a. |
(13) | Did you file Form 1120-POL? | 81B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 81b. |
(14) | Section 501(c)(5) or (6) Organization? | 85A | <ENTER> | Enter a yes or no from te yes/no box from Part VI, Line 85a. |
(15) | Did the Organization Make Lobbying Expenditures? | 85B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 85b. |
(16) | Dues/Assessments & Similar Amounts | 85C $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 85c. |
(17) | Section 162(e) Lobbying | 85D $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 85d. |
(18) | Aggregate Non-deductible | 85E $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 85e. |
(19) | Taxable Amount/Lobbying | 85F $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 85f. |
(20) | Does the Organization Elect? | 85G | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 85g. |
(21) | If Section 6033(e)(1)(A) | 85H | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 85h. |
(22) | 501(c)(7) Initiation Fees | 86A $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 86a. |
(23) | Gross Receipts Amount | 86B $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 86b. |
(24) | Gross Income/Members | 87A $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 87a. |
(25) | Gross Income/Other Sources | 87B $ | <ENTER> MINUS (-) |
Enter the amount from Part VI, Line 87b. |
(26) | At Any Time During the Year | 88A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 88a. |
(27) | Did You Have Interest in Controlled Entity? | 88B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 88b. |
(28) | 501(c)(3) and 501(c)(4) | 89B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 89b. |
(29) | Did You Acquire Direct/Indirect Interest? | 89F | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 89f. |
(30) | Did you have Foreign Bank Accounts? | 91B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 91b |
(31) | Did you have a Foreign Office? | 91C | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 91c. |
(32) | Section 4947(a)(1) Trust Filing 990? | 92 | <ENTER> | Enter the code edited to the right of Part VI, Line 92. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Program Service a (D) | 93AD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93a, Column (D). |
(3) | Program Service a (E) | 93AE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93a, Column (E). |
(4) | Program Service b (D) | 93BD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93b, Column (D). |
(5) | Program Service b (E) | 93BE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93b, Column (E). |
(6) | Program Service c (D) | 93CD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93c, Column (D). |
(7) | Program Service c (E) | 93CE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93c, Column (E). |
(8) | Program Service d (D) | 93DD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93d, Column (D). |
(9) | Program Service d (E) | 93DE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93d, Column (E). |
(10) | Program Service e (D) | 93ED $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93e, Column (D). |
(11) | Program Service e (E) | 93EE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93e, Column (E). |
(12) | Medicare/Medicaid (D) | 93FD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93f, Column (D). |
(13) | Medicare/Medicaid (E) | 93FE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93f, Column (E). |
(14) | Fees and Contracts (D) | 93GD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93g, Column (D). |
(15) | Fees and Contracts (E) | 93GE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 93g, Column (E). |
(16) | Membership Dues (D) | 94D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 94, Column (D). |
(17) | Membership Dues (E) | 94E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 94, Column (E). |
(18) | Interest on Savings (D) | 95D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 95, Column (D). |
(19) | Interest on Savings (E) | 95E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 95, Column (E). |
(20) | Dividends and Interest (D) | 96D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 96, Column (D). |
(21) | Dividends & Interest (E) | 96E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 96, Column (E). |
(22) | Debt-Financed Property (D) | 97AD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 97a, Column (D). |
(23) | Debt-Financed Property (E) | 97AE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 97a, Column (E). |
(24) | Non Debt-Financed (D) | 97BD $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 97b, Column (D). |
(25) | Non Debt-Financed (E) | 97BE $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 97b, Column (E). |
(26) | Non Rental Income/Loss (D) | 98D $ | <ENTER> MINUS (-). |
Enter the amount from Part VII, Line 98, Column (D) |
(27) | Non Rental Income/Loss (E) | 98E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 98, Column (E). |
(28) | Other Investments (D) | 99D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 99, Column (D). |
(29) | Other Investments (E) | 99E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 99, Column (E). |
(30) | Gain/Loss From Sales (D) | 100D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 100, Column (D). |
(31) | Gain/Loss From Sales (E) | 100E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 100, Column (E). |
(32) | Net Income/Loss Property (D) | 101D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 101, Column (D). |
(33) | Net Income/Loss Property (E) | 101E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 101, Column (E). |
(34) | Gross Profit/Loss Sales (D) | 102D $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 102, Column D. |
(35) | Gross Profit/Loss Sales (E) | 102E $ | <ENTER> MINUS (-) |
Enter the amount from Part VII, Line 102, Column (E). |
(36) | Did the Organization Receive any Funds? | X(A) | <ENTER> | Enter a yes or no from the yes/no box from Part X, Line (a). |
(37) | Did the Organization Pay any Premiums? | X(B) | <ENTER> | Enter a yes or no from the yes/no box from Part X, Line (b). |
(38) | Did the Organization Make Any Transfers to a Controlled Entity? | XI106 | <ENTER> | Enter a yes or no from the yes/no box from Part XI, Line 106. |
(39) | Did the Organization Receive Any Transfers From a Controlled Entity? | 107 | <ENTER> | Enter a yes or no from the yes/no box from Part XI, Line 107. |
(40) | Did the Organization Have a Binding Contract as of 08/17/2006? | 108 | <ENTER> | Enter a yes or no from the yes/no box from Part XI, Line 108. |
(41) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN Line. |
(42) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(43) | Preparer's EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Question 1 Part III | LN1 | <ENTER> | Enter the edited digit to the right of Part III, Line 1.
|
(3) | Legislative Activities | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part III, Line 1, next to the $. |
(4) | Was there a Sale, Exchange or Lease of Property? | L2A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2a. |
(5) | Did you Lend Money or Other Credit? | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2b. |
(6) | Did you Furnish Goods, Services or Facilities? | L2C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2c. |
(7) | Did you make Payment Compensation? | L2D | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2d. |
(8) | Did you Transfer Income or Assets? | L2E | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2e. |
(9) | Do you Make Grants/Scholarships? | L3A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3a. |
(10) | Did you Have a Section 403(b) Annuity Plan? | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3b. |
(11) | Did you Receive or Hold Easement - Section 170(h)? | L3C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3c. |
(12) | Do you Provide Credit Counseling? | L3D | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3d. |
(13) | Did you Maintain any Donor Advised Funds? | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4a. |
(14) | Did you Make any Taxable Distributions? | L4B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4b. |
(15) | Did you Make a Distribution – Section 4967? | L4C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4c. |
(16) | Enter the Total Number of Donor Advised Funds | L4D | <ENTER> | Enter the number from Part III, Line 4d. |
(17) | Enter the Aggregate Value of Assets | L4E $ | <ENTER> | Enter the amount from Part III, Line 4e. |
(18) | Part IV Non-Private Foundation | IVRTMAR | <ENTER> | Enter the edited code from the RIGHT margin of Part IV. |
(19) | Total Amount of Support | 13E $ | <ENTER> | Enter the amount from Part IV, Line 13, Column (e). |
(20) | Gifts, Contributions, Grants | 15E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 15, Column (e). |
(21) | Membership Fees | 16E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 16, Column (e). |
(22) | Gross Receipts/Admissions | 17E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 17, Column (e). |
(23) | Gross Income/Interest/Dividends | 18E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 18, Column (e). |
(24) | Tax Revenues Levied | 20E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 20, Column (e). |
(25) | Value of Services/Facilities Furnished | 21E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 21, Column (e). |
(26) | Total Lines 15–22 | 23E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 23, Column (e). |
(27) | Line 23 Minus 17 | 24E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 24, Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Do you have a racially? | V29 | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 29. |
(3) | Do you include? | 30 | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 30. |
(4) | Have you publicized? | 31 | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 31. |
(5) | Records indicating? | 32A | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 32a. |
(6) | Records documenting? | 32B | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 32b. |
(7) | Copies of all catalogues? | 32C | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 32c. |
(8) | Copies of all material? | 32D | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 32d. |
(9) | Students' rights? | 33A | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33a. |
(10) | Admission Policies? | 33B | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33b. |
(11) | Employment of faculty? | 33C | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33c. |
(12) | Scholarships? | 33D | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33d. |
(13) | Educational policies? | 33E | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33e. |
(14) | Use of facilities? | 33F | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33f. |
(15) | Athletic programs? | 33G | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33g. |
(16) | Other extracurricular activities? | 33H | <ENTER> | Enter a yes or no from the yes/no box on Part V, Line 33h. |
(17) | Does Organization Certify? | 35 | <ENTER> | Enter a yes or a no from the yes/no box on Part V, Line 35. |
(18) | Signature Code | SIGN | <ENTER> | Enter the code edited in the lower right margin of page 5, Schedule A. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Total (Grass Roots) Expenditures | 36B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 36, Column (b). |
(3) | Total Lobbying Expenses | 37B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 37, Column (b). |
(4) | Other Exempt Purposes Expenses | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 39, Column (b). |
(5) | Lobbying Nontaxable Amount | 41B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 41, Column (b). |
(6) | Grass Roots Nontaxable Amount | 42B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 42, Column (b). |
(7) | Excess of Line 36 over Line 42 | 43B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 43, Column (b). |
(8) | Excess of Line 38 over Line 41 | 44B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 44, Column (b). |
(9) | Part VI-B, Line i, Total | VIBLNI $ | <ENTER> MINUS (-) |
Enter the amount from Part VI-B, Line i. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Cash transfers? | 51AI | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51a(i). |
(3) | Other assets? | AII | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51a(ii). |
(4) | Sales of assets? | 51BI | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(i). |
(5) | Purchases of assets? | BII | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(ii). |
(6) | Rental? | BIII | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(iii). |
(7) | Reimbursement? | BIV | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(iv). |
(8) | Loans? | BV | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(v). |
(9) | Performance of services? | BVI | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51b(vi). |
(10) | Sharing? | 51C | <ENTER> | Enter a yes or no from the yes/no box on Part VII, Line 51c. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section 01 always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter Y or N as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under title of form. (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. |
(10) | Type of Organization | BOXGRT | <ENTER> | Enter the edited code from right margin of box F. If the edit sheet isn't present, enter the Type of Organization from the right margin of Lines C, D or E. |
(11) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters from the dotted portion of Lines 1–3. If a Condition Code is illegible, enter a # in its place. |
(12) | Return Processing Code | 01RPC | <ENTER> | Enter the edited codes on Page 1, in the right margin next to line 1. |
(13) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If Type of Organization is a 9, and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If the Type of Organization is a 9 and the 9 is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a G Condition Code is present and the return is a non-remittance, end the document after this element. |
(14) | Box J 501(c) # | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(15) | Box H Checkbox | H RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1. |
(16) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(17) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(18) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a G Condition Code is present, do NOT enter any of the address information even if prompted. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(19) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(20) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(21) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the 600 series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the 600 series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a G Condition Code is present and return is a remittance, press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is a 9 from Section 01 E-10, and the "9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is a 9 from Section 01 E-10, and the 9 is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a G Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the 600 series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts, Grants | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Investment Income | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Gross Amount from Sale of Assets | L5A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a. |
(8) | Less Cost or Other Basis | L5B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5b. |
(9) | Gain/Loss Other | L5C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5c. |
(10) | Gross Income from Gaming | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(11) | Gross Income from Fundraising | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(12) | Less Direct Expenses | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(13) | Net Income/Loss | L6D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6d. |
(14) | Gross Sales Less Returns and Allowances | L7A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7a. |
(15) | Less Cost of Goods Sold | L7B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7b. |
(16) | Gross Profit/Loss | L7C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7c. |
(17) | Other Revenue | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(18) | Total Revenue | LN9 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 9. |
(19) | Grants & Other Similar Amounts | L10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(20) | Benefits Paid to Members | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(21) | Salaries & Other Compensation | L12 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12. |
(22) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(23) | Excess (Deficit) for the Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(24) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(25) | Net Assets at (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Total Assets (BOY) | 25A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 25, Column (A). |
(3) | Total Assets (EOY) | 25B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Total Liabilities - BOY | 26A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (A). |
(3) | Total Liabilities - EOY | 26B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (B). |
(4) | Net Assets - BOY | 27A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (A). |
(5) | Net Assets - EOY | 27B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top margin of Page 2. |
(3) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(4) | Did you Engage in any Activity? | 33 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33. |
(5) | Were any Changes Made? | 34 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 34. |
(6) | Did you have Unrelated Business? | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35a. |
(7) | If Yes, Did you File 990–T? | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35b. |
8 | Was organization 501(c)(4), (c)(5) or (c)(6) | 35C | ENTER | Enter a yes or no from the yes/no box from Part V, Line 35c. |
(9) | Was there a Liquidation? | 36 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 36. |
(10) | Amount of Political Expenditures | 37A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 37a. |
(11) | Did You File 1120–POL? | 37B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 37b. |
(12) | Borrow Money From or Make Loans | 38A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 38a. |
(13) | Enter Amount Involved | 38B $ | <ENTER> <MINUS (-)> |
Enter the amount from Part V, Line 38b. |
(14) | Section 501(c)(7) Initiation Fees | 39A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39a. |
(15) | Gross Receipts Amount | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39b. |
(16) | 501(c)(3) and 501(c)(4) | 40B | <ENTER> | Enter the yes or no from the yes/no box from Part V, Line 40b. |
(17) | Party to a Prohibited Tax Shelter | 40E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 40e. |
(18) | Did you have Foreign Bank Accounts? | 42B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42b. |
(19) | Did you have a Foreign Office? | 42C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42c. |
(20) | Section 4947(a)(1) Trusts Filing 990EZ? | 43 | <ENTER> | Enter the code edited to the right of Part V, Line 43. |
(21) | Maintain Any Donor Advised Funds | 44A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44a. |
(22) | Operate One or More Hospital Facilities | 44B | <ENTER>` | Enter a yes or no from the yes/no box from Part V, Line 44b. |
(23) | Receive Payments for Indoor Tanning | 44C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44c. |
(24) | Filed Form 720 to Report Payments | 44D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44d. |
(25) | Controlled Entity Within 512(b)(13) | 45A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 45a. |
26 | Received any payment from or engaged in transaction | 45B | ENTER | Enter a yes or no from the yes/no box from Part V, Line 45b |
(26) | Engage in Direct/Indirect Political Activities | 46 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 46. |
(27) | Engage in Lobbying Activities | 47 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 47. |
(28) | Operating a School | 48 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 48. |
(29) | Make Any Transfers to an Exempt | 49A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49a. |
(30) | Section 527 Organization | 49B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Preparation Code | PREP | <ENTER> | Enter the edited digit from the right margin of the return next to the PTIN. |
(3) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(4) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(5) | Preparer Telephone # | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter one of the following from Line 12: 1 = Type I 2 = Type II 3= Type III- Functionally integrated 4 = Type III Non-functionally integrated Blank - <ENTER> |
(4) | Type I, II or III Supporting Organization | L11E | <ENTER> | Enter a “1” if the box is checked on Schedule A, Part I, Line 12e. |
(5) | Number of Supported Organizations | 11F | <ENTER> MINUS (-) |
Enter the amount from Line 12f. |
(6) | EIN A | 12G(II)A | <ENTER> | Enter the EIN in Part I, Line 12g, Row A, Column (ii). |
(7) | Type of Org A | 12G(III)A | <ENTER> | Enter the type of organization in Part I, Line 12g, Row A, Column (iii). If more than one digit, pick up the first digit only. |
(8) | Listed in Governing Doc A | 12G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row A, Column (iv). |
(9) | Amount of Support A | 12G(V)A $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row A, Column (v). |
(10) | EIN B | 12G(II)B | <ENTER> | Enter the EIN in Part I, Line 12g, Row B, Column (ii). |
(11) | Type of Org B | 12G(III)B | <ENTER> | Enter the type of organization in Part I, Line 12g, Row B, Column (iii). If more than one digit, pick up the first digit only. |
(12) | Listed in Governing Doc B | 12G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row B, Column (iv). |
(13) | Amount of Support B | 12G(V)B $ | <ENTER> MINUS (-) |
Enter the amount Part I, Line 12g, Row B, Column (v). |
(14) | EIN C | 12G(II)C | <ENTER> | Enter the EIN in Part I, Line 12g, Row C, Column (ii). |
(15) | Type of Org C | 12G(III)C | <ENTER> | Enter the type of organization in Part I, Line 12g, Row C, Column (iii). If more than one digit, pick up the first digit only. |
(16) | Listed in Governing Doc C | 12G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row C, Column (iv). |
(17) | Amount of Support C | 12G(V)C $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row C, Column (v). |
(18) | EIN D | 12G(II)D | <ENTER> | Enter the EIN in Part I, Line 12g, Row D, Column (ii). |
(19) | Type of Org D | 12G(III)D | <ENTER> | Enter the type of organization in Part I, Line 12g, Row D, Column (iii). If more than one digit, pick up the first digit only. |
(20) | Listed in Governing Doc D | 12G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 12g, Row D, Column (iv). |
(21) | Amount of Support D | 12G(V)D $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row D, Column (v). |
(22) | EIN E | 12G(II)E | <ENTER> | Enter the EIN in Part I, Line 12g, Row E, Column (ii). |
(23) | Type of Org E | 12G(III)E | <ENTER> | Enter the type of organization in Part I, Line 12g, Row E, Column (iii). If more than one digit, pick up the first digit only. |
(24) | Listed in Governing Doc E | 12G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 12g, Row E, Column (iv). |
(25) | Amount of Support E | 12G(V)E $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row E, Column (v). |
(26) | Filling Field | N/A | <ENTER> | Generates blank on output. |
(27) | Total Number of Organizations | 12G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 12h, Column (i), Total Line. |
(28) | Total Amount of Support | G(V) TOT $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Total, Column (v). |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. |
(28) | Filling Field | N/A | N/A | Generates a blank field on output. |
(29) | Excess Distributions C | PTVE3C$ | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(30) | Excess Distributions D | PTVE3D$ | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(31) | Excess Distributions E | PTVE3E$ | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
(32) | Excess Distributions Breakdown B | PTVE8B$ | <ENTER> | Enter the amount from Part V, Section E, Line 8b. |
(33) | Excess Distributions Breakdown C | PTVE8C$ | <ENTER> | Enter the amount from Part V, Section E, Line 8c. |
(34) | Excess Distributions Breakdown D | PTVE8D$ | <ENTER> | Enter the amount from Part V, Section E, Line 8d. |
(35) | Excess Distributions Breakdown E | PTVE8E$ | <ENTER> | Enter the amount from Part V, Section E, Line 8e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHC L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Excess Benefit Transactions | SCHL1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part I. |
(4) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section 01 always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter Y or N as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under title of form. (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. |
(10) | Type of Organization | BOXGRT | <ENTER> | Enter the edited code from right margin of box F. If the edit sheet isn't present, enter the Type of Organization from the right margin of Lines C, D or E. |
(11) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters from the dotted portion of Lines 1–3. If a Condition Code is illegible, enter a # in its place. |
(12) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If Type of Organization is a 9, and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If the Type of Organization is a 9 and the 9 is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a G Condition Code is present and the return is a non-remittance, end the document after this element. |
(13) | Box J 501(c) # | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(14) | Box H Checkbox | H RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1. |
(15) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(16) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(17) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a G Condition Code is present, do NOT enter any of the address information even if prompted. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(18) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(19) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(20) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the 600 series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the 600 series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a G Condition Code is present and return is a remittance, press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is a 9 from Section 01 E-10, and the "9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is a 9 from Section 01 E-10, and the 9 is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a G Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the 600 series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts, Grants | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Investment Income | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Gross Amount from Sale of Assets | L5A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a. |
(8) | Less Cost or Other Basis | L5B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5b. |
(9) | Gain/Loss Other | L5C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5c. |
(10) | Gross Income from Gaming | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(11) | Gross Income from Fundraising | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(12) | Less Direct Expenses | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(13) | Net Income/Loss | L6D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6d. |
(14) | Gross Sales Less Returns and Allowances | L7A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7a. |
(15) | Less Cost of Goods Sold | L7B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7b. |
(16) | Gross Profit/Loss | L7C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7c. |
(17) | Other Revenue | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(18) | Total Revenue | LN9 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 9. |
(19) | Grants & Other Similar Amounts | L10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(20) | Benefits Paid to Members | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(21) | Salaries & Other Compensation | L12 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12. |
(22) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(23) | Excess (Deficit) for the Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(24) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(25) | Net Assets at (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Total Assets (BOY) | 25A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 25, Column (A). |
(3) | Total Assets (EOY) | 25B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Total Liabilities - BOY | 26A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (A). |
(3) | Total Liabilities - EOY | 26B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (B). |
(4) | Net Assets - BOY | 27A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (A). |
(5) | Net Assets - EOY | 27B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top margin of Page 2. |
(3) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(4) | Did you Engage in any Activity? | 33 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33. |
(5) | Were any Changes Made? | 34 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 34. |
(6) | Did you have Unrelated Business? | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35a. |
(7) | If Yes, Did you File 990–T? | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35b. |
8 | Was organization 501(c)(4), (c)(5) or (c)(6) | 35C | ENTER | Enter a yes or no from the yes/no box from Part V, Line 35c. |
(9) | Was there a Liquidation? | 36 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 36. |
(10) | Amount of Political Expenditures | 37A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 37a. |
(11) | Did You File 1120–POL? | 37B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 37b. |
(12) | Borrow Money From or Make Loans | 38A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 38a. |
(13) | Enter Amount Involved | 38B $ | <ENTER> <MINUS (-)> |
Enter the amount from Part V, Line 38b. |
(14) | Section 501(c)(7) Initiation Fees | 39A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39a. |
(15) | Gross Receipts Amount | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39b. |
(16) | 501(c)(3) and 501(c)(4) | 40B | <ENTER> | Enter the yes or no from the yes/no box from Part V, Line 40b. |
(17) | Party to a Prohibited Tax Shelter | 40E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 40e. |
(18) | Did you have Foreign Bank Accounts? | 42B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42b. |
(19) | Did you have a Foreign Office? | 42C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42c. |
(20) | Section 4947(a)(1) Trusts Filing 990EZ? | 43 | <ENTER> | Enter the code edited to the right of Part V, Line 43. |
(21) | Maintain Any Donor Advised Funds | 44A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44a. |
(22) | Operate One or More Hospital Facilities | 44B | <ENTER>` | Enter a yes or no from the yes/no box from Part V, Line 44b. |
(23) | Receive Payments for Indoor Tanning | 44C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44c. |
(24) | Filed Form 720 to Report Payments | 44D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44d. |
(25) | Controlled Entity Within 512(b)(13) | 45A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 45a. |
26 | Received any payment from or engaged in transaction | 45B | ENTER | Enter a yes or no from the yes/no box from Part V, Line 45b |
(26) | Engage in Direct/Indirect Political Activities | 46 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 46. |
(27) | Engage in Lobbying Activities | 47 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 47. |
(28) | Operating a School | 48 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 48. |
(29) | Make Any Transfers to an Exempt | 49A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49a. |
(30) | Section 527 Organization | 49B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Preparation Code | PREP | <ENTER> | Enter the edited digits from the right margin of the return next to the PTIN. |
(3) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(4) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(5) | Preparer Telephone # | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | L11 | <ENTER> | Enter the following: 1 = Type I 2 = Type II 3= Type III- Functionally integrated 4 = Type III Non-functionally integrated Blank - <ENTER> |
(4) | Type I, II or III Supporting Organization | L11E | <ENTER> | Enter a “1” if the box is checked on Schedule A, Part I, Line 11e. |
(5) | Number of Supported Organizations | 11F | <ENTER> MINUS (-) |
Enter the amount from Line 11f. |
(6) | EIN A | 12G(II)A | <ENTER> | Enter the EIN in Part I, Line 12g, Row A, Column (ii). |
(7) | Type of Org A | 12G(III)A | <ENTER> | Enter the type of organization in Part I, Line 12g, Row A, Column (iii). If more than one digit, pick up the first digit only. |
(8) | Listed in Governing Doc A | 12G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row A, Column (iv). |
(9) | Amount of Support A | 12G(V)A $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row A, Column (v). |
(10) | EIN B | 12G(II)B | <ENTER> | Enter the EIN in Part I, Line 12g, Row B, Column (ii). |
(11) | Type of Org B | 12G(III)B | <ENTER> | Enter the type of organization in Part I, Line 12g, Row B, Column (iii). If more than one digit, pick up the first digit only. |
(12) | Listed in Governing Doc B | 12G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row B, Column (iv). |
(13) | Amount of Support B | 12G(V)B $ | <ENTER> MINUS (-) |
Enter the amount Part I, Line 12g, Row B, Column (v). |
(14) | EIN C | 12G(II)C | <ENTER> | Enter the EIN in Part I, Line 12g, Row C, Column (ii). |
(15) | Type of Org C | 12G(III)C | <ENTER> | Enter the type of organization in Part I, Line 12g, Row C, Column (iii). If more than one digit, pick up the first digit only. |
(16) | Listed in Governing Doc C | 12G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 12g, Row C, Column (iv). |
(17) | Amount of Support C | 12G(V)C $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row C, Column (v). |
(18) | EIN D | 12G(II)D | <ENTER> | Enter the EIN in Part I, Line 12g, Row D, Column (ii). |
(19) | Type of Org D | 12G(III)D | <ENTER> | Enter the type of organization in Part I, Line 12g, Row D, Column (iii). If more than one digit, pick up the first digit only. |
(20) | Listed in Governing Doc D | 12G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 12g, Row D, Column (iv). |
(21) | Amount of Support D | 12G(V)D $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row D, Column (v). |
(22) | EIN E | 12G(II)E | <ENTER> | Enter the EIN in Part I, Line 12g, Row E, Column (ii). |
(23) | Type of Org E | 12G(III)E | <ENTER> | Enter the type of organization in Part I, Line 12g, Row E, Column (iii). If more than one digit, pick up the first digit only. |
(24) | Listed in Governing Doc E | 12G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 12g, Row E, Column (iv). |
(25) | Amount of Support E | 12G(V)E $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Row E, Column (v). |
(26) | Filling Field | N/A | N/A | Generates blank on output. |
(27) | Total Number of Organizations | 12G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 12h, Column (i), Total Line. |
(28) | Total Amount of Support | GVTOT | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 12g, Total, Column (v). |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a 1 if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. |
(28) | Filling Field | N/A | N/A | Generates a blank field on output. |
(29) | Excess Distributions C | PTVE3C$ | <ENTER> | Enter the amount from Part V, Section E, Line 3c. |
(30) | Excess Distributions D | PTVE3D$ | <ENTER> | Enter the amount from Part V, Section E, Line 3d. |
(31) | Excess Distributions E | PTVE3E$ | <ENTER> | Enter the amount from Part V, Section E, Line 3e. |
(32) | Excess Distributions Breakdown B | PTVE8B$ | <ENTER> | Enter the amount from Part V, Section E, Line 8b. |
(33) | Excess Distributions Breakdown C | PTVE8C$ | <ENTER> | Enter the amount from Part V, Section E, Line 8c. |
(34) | Excess Distributions Breakdown D | PTVE8D$ | <ENTER> | Enter the amount from Part V, Section E, Line 8d. |
(35) | Excess Distributions Breakdown E | PTVE8E$ | <ENTER> | Enter the amount from Part V, Section E, Line 8e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHC L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Excess Benefit Transactions | SCHL1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part I. |
(4) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" . (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. |
(10) | Type of Organization | BOXGRT | <ENTER> | Enter the edited code from right margin of box F. If the edit sheet isn't present, enter the Type of Organization from the right margin of Lines C, D or E. |
(11) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters from the dotted portion of Lines 1–3. If a Condition Code is illegible, enter a "#" in its place. |
(12) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If Type of Organization is a "9" , and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If the Type of Organization is a "9" and the "9" is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a "G" Condition Code is present and the return is a non-remittance, end the document after this element. |
(13) | Box J 501(c) # | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(14) | Box H Checkbox | H RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1. |
(15) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(16) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(17) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a "G" Condition Code is present, do NOT enter any of the address information even if prompted. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(18) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(19) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(20) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the "600" series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the "600" series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a "G" Condition Code is present and return is a remittance, press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a "G" Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the "600" series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts, Grants | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Investment Income | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Gross Amount from Sale of Assets | L5A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a. |
(8) | Less Cost or Other Basis | L5B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5b. |
(9) | Gain/Loss Other | L5C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5c. |
(10) | Gross Income from Gaming | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(11) | Gross Income from Fundraising | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(12) | Less Direct Expenses | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(13) | Net Income/Loss | L6D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6d. |
(14) | Gross Sales Less Returns and Allowances | L7A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7a. |
(15) | Less Cost of Goods Sold | L7B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7b. |
(16) | Gross Profit/Loss | L7C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7c. |
(17) | Other Revenue | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(18) | Total Revenue | LN9 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 9. |
(19) | Grants & Other Similar Amounts | L10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(20) | Benefits Paid to Members | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(21) | Salaries & Other Compensation | L12 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12. |
(22) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(23) | Excess (Deficit) for the Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(24) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(25) | Net Assets at (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Total Assets (BOY) | 25A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 25, Column (A). |
(3) | Total Assets (EOY) | 25B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Total Liabilities - BOY | 26A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (A). |
(3) | Total Liabilities - EOY | 26B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (B). |
(4) | Net Assets - BOY | 27A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (A). |
(5) | Net Assets - EOY | 27B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top margin of Page 2. |
(3) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(4) | Did you Engage in any Activity? | 33 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33. |
(5) | Were any Changes Made? | 34 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 34. |
(6) | Did you have Unrelated Business? | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35a. |
(7) | If Yes, Did you File 990–T? | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35b. |
8 | Was organization 501(c)(4), (c)(5) or (c)(6) | 35C | ENTER | Enter a yes or no from the yes/no box from Part V, Line 35c. |
(9) | Was there a Liquidation? | 36 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 36. |
(10) | Amount of Political Expenditures | 37A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 37a. |
(11) | Did You File 1120–POL? | 37B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 37b. |
(12) | Borrow Money From or Make Loans | 38A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 38a. |
(13) | Enter Amount Involved | 38B $ | <ENTER> <MINUS (-)> |
Enter the amount from Part V, Line 38b. |
(14) | Section 501(c)(7) Initiation Fees | 39A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39a. |
(15) | Gross Receipts Amount | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39b. |
(16) | 501(c)(3) and 501(c)(4) | 40B | <ENTER> | Enter the yes or no from the yes/no box from Part V, Line 40b. |
(17) | Party to a Prohibited Tax Shelter | 40E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 40e. |
(18) | Did you have Foreign Bank Accounts? | 42B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42b. |
(19) | Did you have a Foreign Office? | 42C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42c. |
(20) | Section 4947(a)(1) Trusts Filing 990EZ? | 43 | <ENTER> | Enter the code edited to the right of Part V, Line 43. |
(21) | Maintain Any Donor Advised Funds | 44A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44a. |
(22) | Operate One or More Hospital Facilities | 44B | <ENTER>` | Enter a yes or no from the yes/no box from Part V, Line 44b. |
(23) | Receive Payments for Indoor Tanning | 44C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44c. |
(24) | Filed Form 720 to Report Payments | 44D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44d. |
(25) | Controlled Entity Within 512(b)(13) | 45A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 45a. |
26 | Received any payment from or engaged in transaction | 45B | ENTER | Enter a yes or no from the yes/no box from Part V, Line 45b |
(26) | Engage in Direct/Indirect Political Activities | 46 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 46. |
(27) | Engage in Lobbying Activities | 47 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 47. |
(28) | Operating a School | 48 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 48. |
(29) | Make Any Transfers to an Exempt | 49A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49a. |
(30) | Section 527 Organization | 49B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Preparation Code | PREP | <ENTER> | Enter the edited digits from the right margin of the return next to the PTIN. |
(3) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(4) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(5) | Preparer Telephone # | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Type of Organization | 11 | <ENTER> | Enter the following: 1 = Type I 2 = Type II 3= Type III- Functionally integrated 4 = Type III Non-functionally integrated Blank - <ENTER> |
(4) | Type I, II or III Supporting Organization | L11E | <ENTER> | Enter a “1” if the box is checked on Schedule A, Part I, Line 11e. |
(5) | Number of Supported Organizations | 11F | <ENTER> MINUS (-) |
Enter the amount from Line 11f. |
(6) | EIN A | 11G(II)A | <ENTER> | Enter the EIN in Part I, Line 11g, Row A, Column (ii). |
(7) | Type of Org A | 11G(III)A | <ENTER> | Enter the type of organization in Part I, Line 11g, Row A, Column (iii). If more than one digit, pick up the first digit only. |
(8) | Listed in Governing Doc A | 11G(IV)A | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row A, Column (iv). |
(9) | Amount of Support A | 11G(V)A $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 11g, Row A, Column (v). |
(10) | EIN B | 11G(II)B | <ENTER> | Enter the EIN in Part I, Line 11g, Row B, Column (ii). |
(11) | Type of Org B | 11G(III)B | <ENTER> | Enter the type of organization in Part I, Line 11g, Row B, Column (iii). If more than one digit, pick up the first digit only. |
(12) | Listed in Governing Doc B | 11G(IV)B | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row B, Column (iv). |
(13) | Amount of Support B | 11G(V)B $ | <ENTER> MINUS (-) |
Enter the amount Part I, Line 11g, Row B, Column (v). |
(14) | EIN C | 11G(II)C | <ENTER> | Enter the EIN in Part I, Line 11g, Row C, Column (ii). |
(15) | Type of Org C | 11G(III)C | <ENTER> | Enter the type of organization in Part I, Line 11g, Row C, Column (iii). If more than one digit, pick up the first digit only. |
(16) | Listed in Governing Doc C | 11G(IV)C | <ENTER> | Enter 1 for yes and 2 for no from checkbox in Part I, Line 11g, Row C, Column (iv). |
(17) | Amount of Support C | 11G(V)C $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 11g, Row C, Column (v). |
(18) | EIN D | 11G(II)D | <ENTER> | Enter the EIN in Part I, Line 11g, Row D, Column (ii). |
(19) | Type of Org D | 11G(III)D | <ENTER> | Enter the type of organization in Part I, Line 11g, Row D, Column (iii). If more than one digit, pick up the first digit only. |
(20) | Listed in Governing Doc D | 11G(IV)D | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 11g, Row D, Column (iv). |
(21) | Amount of Support D | 11G(V)D $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 11g, Row D, Column (v). |
(22) | EIN E | 11G(II)E | <ENTER> | Enter the EIN in Part I, Line 11g, Row E, Column (ii). |
(23) | Type of Org E | 11G(III)E | <ENTER> | Enter the type of organization in Part I, Line 11g, Row E, Column (iii). If more than one digit, pick up the first digit only. |
(24) | Listed in Governing Doc E | 11G(IV)E | <ENTER> | Enter 1 for yes and 2 for no from check box in Part I, Line 11g, Row E, Column (iv). |
(25) | Amount of Support E | 11G(V)E $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 11g, Row E, Column (v). |
(26) | Total Number of Organizations | 11G(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 11h, Column (i), Total Line. |
(27) | Total | GVTOT $ | <ENTER> MINUS (-) |
Enter the amount on Part I, Line 11g, Total, Column (v). |
(28) | Filling Field | N/A | N/A | Blank field generates on output. |
(29) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(30) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(31) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(32) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(33) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(34) | Public Support | 6(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(35) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(36) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(37) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(38) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(39) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(40) | Receipts from Related Activities | L12 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part II, Line 12. |
(41) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 13 is checked. |
(42) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16a is checked. |
(43) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16b is checked. |
(44) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17a is checked. |
(45) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17b is checked. |
(46) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 20 is checked. |
(23) | Part IV Section A Data Present Indicator | PTIVA | <ENTER> | Enter a 1 if data is present in Part IV, Section A. |
(24) | Part IV Section B Data Present Indicator | PTIVB | <ENTER> | Enter a 1 if data is present in Part IV, Section B. |
(25) | Part IV Section C Data Present Indicator | PTIVC | <ENTER> | Enter a 1 if data is present in Part IV, Section C. |
(26) | Part IV Section D Data Present Indicator | PTIVD | <ENTER> | Enter a 1 if data is present in Part IV, Section D. |
(27) | Part IV Section E Data Present Indicator | PTIVE | <ENTER> | Enter a 1 if data is present in Part IV, Section E. |
(28) | Part V Data Present Indicator | PTV | <ENTER> | Enter a 1 if data is present in Part V. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHC L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Excess Benefit Transactions | SCHL1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part I. |
(4) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.2.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.2.5. |
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.2.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" . (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. |
(10) | Type of Organization | BOXGRT | <ENTER> | Enter the edited code from right margin of box F. If the edit sheet isn't present, enter the Type of Organization from the right margin of Lines C, D or E. |
(11) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters from the dotted portion of Lines 1–3. If a Condition Code is illegible, enter a "#" in its place. |
(12) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If Type of Organization is a "9" , and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If the Type of Organization is a "9" and the "9" is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a "G" Condition Code is present and the return is a non-remittance, end the document after this element. |
(13) | Box J 501(c) # | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(14) | Box H Checkbox | H RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1. |
(15) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(16) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See IRM 3.24.38 for additional instructions. |
(17) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a "G" Condition Code is present, do NOT enter any of the address information even if prompted. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(18) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(19) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(20) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the "600" series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the "600" series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a "G" Condition Code is present and return is a remittance, press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is underlined, don’t end the document. Continue processing the return. (e) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a "G" Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the "600" series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts, Grants | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Investment Income | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Gross Amount from Sale of Assets | L5A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a. |
(8) | Less Cost or Other Basis | L5B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5b. |
(9) | Gain/Loss Other | L5C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5c. |
(10) | Gross Income from Gaming | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(11) | Gross Income from Fundraising | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(12) | Less Direct Expenses | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(13) | Net Income/Loss | L6D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6d. |
(14) | Gross Sales Less Returns and Allowances | L7A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7a. |
(15) | Less Cost of Goods Sold | L7B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7b. |
(16) | Gross Profit/Loss | L7C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7c. |
(17) | Other Revenue | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(18) | Total Revenue | LN9 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 9. |
(19) | Grants & Other Similar Amounts | L10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(20) | Benefits Paid to Members | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(21) | Salaries & Other Compensation | L12 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12. |
(22) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(23) | Excess (Deficit) for the Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(24) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(25) | Net Assets at (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Total Assets (BOY) | 25A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 25, Column (A). |
(3) | Total Assets (EOY) | 25B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Total Liabilities - BOY | 26A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (A). |
(3) | Total Liabilities - EOY | 26B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 26, Column (B). |
(4) | Net Assets - BOY | 27A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (A). |
(5) | Net Assets - EOY | 27B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 27, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top margin of Page 2. |
(3) | Schedule Indicator Codes | PG3TOP | <ENTER> | Enter the edited codes from the top of page 3. |
(4) | Did you Engage in any Activity? | 33 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33. |
(5) | Were any Changes Made? | 34 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 34. |
(6) | Did you have Unrelated Business? | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35a. |
(7) | If Yes, Did you File 990–T? | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35b. |
8 | Was organization 501(c)(4), (c)(5) or (c)(6) | 35C | ENTER | Enter a yes or no from the yes/no box from Part V, Line 35c. |
(9) | Was there a Liquidation? | 36 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 36. |
(10) | Amount of Political Expenditures | 37A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 37a. |
(11) | Did You File 1120–POL? | 37B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 37b. |
(12) | Borrow Money From or Make Loans | 38A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 38a. |
(13) | Enter Amount Involved | 38B $ | <ENTER> <MINUS (-)> |
Enter the amount from Part V, Line 38b. |
(14) | Section 501(c)(7) Initiation Fees | 39A $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39a. |
(15) | Gross Receipts Amount | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 39b. |
(16) | 501(c)(3) and 501(c)(4) | 40B | <ENTER> | Enter the yes or no from the yes/no box from Part V, Line 40b. |
(17) | Party to a Prohibited Tax Shelter | 40E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 40e. |
(18) | Did you have Foreign Bank Accounts? | 42B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42b. |
(19) | Did you have a Foreign Office? | 42C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42c. |
(20) | Section 4947(a)(1) Trusts Filing 990EZ? | 43 | <ENTER> | Enter the code edited to the right of Part V, Line 43. |
(21) | Maintain Any Donor Advised Funds | 44A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44a. |
(22) | Operate One or More Hospital Facilities | 44B | <ENTER>` | Enter a yes or no from the yes/no box from Part V, Line 44b. |
(23) | Receive Payments for Indoor Tanning | 44C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44c. |
(24) | Filed Form 720 to Report Payments | 44D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 44d. |
(25) | Controlled Entity Within 512(b)(13) | 45A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 45a. |
26 | Received any payment from or engaged in transaction | 45B | ENTER | Enter a yes or no from the yes/no box from Part V, Line 45b |
(26) | Engage in Direct/Indirect Political Activities | 46 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 46. |
(27) | Engage in Lobbying Activities | 47 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 47. |
(28) | Operating a School | 48 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 48. |
(29) | Make Any Transfers to an Exempt | 49A | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49a. |
(30) | Section 527 Organization | 49B | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 49b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Preparation Code | PREP | <ENTER> | Enter the edited digits from the right margin of the return next to the PTIN. |
(3) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(4) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(5) | Preparer Telephone # | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Non-Private Foundation Code | SCHAPT1 | <ENTER> | Enter the edited code to the right margin of Part I. |
(3) | Total Number of Organizations | 11H(I)TOT | <ENTER> | Enter the number from Schedule A, Part I, Line 11h, Column (i), Total Line. |
(4) | Total Amount of Support | HVIITOT $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 11h, Column (vii), Total Line. |
(5) | Gifts / Grants / Contributions | PTII 1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (f). |
(6) | Tax Revenues Levied | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 2, Column (f). |
(7) | Value of Services | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 3, Column (f). |
(8) | Total | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 4, Column (f). |
(9) | Amounts Included on Line 1 | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 5, Column (f). |
(10) | Public Support | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 6, Column (f). |
(11) | Amount from Line 4 | 7(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 7, Column (f). |
(12) | Gross Income from Interest | 8(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 8, Column (f). |
(13) | Net Income from Unrelated Business | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 9, Column (f). |
(14) | Other Income | 10(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 10, Column (f). |
(15) | Total Support | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part II, Line 11, Column (f). |
(16) | Receipts from Related Activities | L12 $ | <ENTER> MNUS (-) ☆☆☆☆☆☆ |
Enter the amount from Schedule A, Part II, Line 12. |
(17) | First 5 Years Checkbox | 13CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 13 is checked. |
(18) | 33 1/3% Test Current Year Checkbox | 16ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16a is checked. |
(19) | 33 1/3% Test Prior Year Checkbox | 16BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 16b is checked. |
(20) | 10% Facts & Circumstances Current | 17ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17a is checked. |
(21) | 10% Facts & Circumstances Prior | 17BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 17b is checked. |
(22) | Private Foundation Checkbox | 18CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part II, Line 18 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Part III Gifts / Grants / Contributions | PT3L1(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 1, Column (f). |
(3) | Gross Receipts from Admissions | 2(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 2, Column (f). |
(4) | Gross Receipts from Activities | 3(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 3, Column (f). |
(5) | Tax Revenues Levied | 4(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 4, Column (f). |
(6) | Value of Services / Facilities | 5(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 5, Column (f). |
(7) | Total 509(a)(2) | 6(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 6, Column (f). |
(8) | Received from Disqualified Persons | 7A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7a, Column (f). |
(9) | Received from Other than Disqualified | 7B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7b, Column (f). |
(10) | Total of 7a & 7b | 7C(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 7c, Column (f). |
(11) | Public Support | 8(F) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Schedule A, Part III, Line 8, Column (f). |
(12) | Amounts from Line 6 | 9(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 9, Column (f). |
(13) | Gross Income from Interest | 10A(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10a, Column (f). |
(14) | Unrelated Business Taxable Income | 10B(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 10b, Column (f). |
(15) | Total of 10a & 10b | 10C(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 10c, Column (f). |
(16) | Net Income / Unrelated Business Activity | 11(F) $ | <ENTER> MNUS (-) |
Enter the amount from Schedule A, Part III, Line 11, Column (f). |
(17) | Other Income | 12(F) $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part III, Line 12, Column (f). |
(18) | Total Support | 13(F) $ | <ENTER> MINUS (-) ☆☆☆☆☆☆ |
Enter the amount from Schedule A, Part III, Line 13, Column (f). |
(19) | First 5 Years Checkbox | 14CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 14 is checked. |
(20) | 33 1/3% Test Current Year Checkbox | 19ACKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19a is checked. |
(21) | 33 1/3% Test Prior Year Checkbox | 19BCKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 19b is checked. |
(22) | Private Foundation Checkbox | 20CKBX | <ENTER> | Enter a "1" if the box on Schedule A, Part III, Line 20 is checked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Political Expenditures | SCHC L2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule C, Part I-A, Line 2. |
(3) | Excess Benefit Transactions | SCHL1 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part I. |
(4) | Approved by Board or Committee | PT2 RTMAR | <ENTER> | Enter the edited digit from the right margin of Schedule L, Part II. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form. If the system generates the serial number (see IRM 3.24.38.4.1.1), verify it matches the document being entered. |
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present. (a) If not present, press <ENTER>. (b) See IRM 3.24.12.3.5. |
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control. See IRM 3.24.12.3.5. |
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number as shown on the preprinted label or in the E.I. Number block. (a) See standard rules in IRM 3.24.38. (b) For the error message CHECK DIGIT ERROR, see IRM 3.24.12.3.5. |
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" . (a) If not edited or underlined, press <ENTER> only. (b) See IRM 3.24.38 for special instructions. |
(10) | Type of Organization | BOXGRT | <ENTER> | Enter the edited code from right margin of box F. If the edit sheet isn't present, enter the Type of Organization from the right margin of Lines C, D or E. |
(11) | Computer Condition Codes | CCC | <ENTER> | Enter the edited characters from the dotted portion of Lines 1–3. If a Condition Code is illegible, enter a "#" in its place. |
(12) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return. (a) See IRM 3.24.38 for special instructions. (b) If Type of Organization is a "9" , and the "9" is underlined, don't end the document. Continue transcribing the return. (c) If the Type of Organization is a "9" and the "9" is NOT underlined, press <F6> and end the document unless an ERS Action Code is present. If an Action Code is present, continue to that element and follow the instructions there. (d) If a "G" Condition Code is present and the return is a non-remittance, end the document after this element. |
(13) | Box J 501(c) | 501C# | <ENTER> | Enter the edited 2 digit code from the lower right corner of the entity portion. |
(14) | Box H Checkbox | H RTMAR | <ENTER> | Enter the edited code from the right margin of Line 1. |
(15) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(16) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown. See Form 3.24.38 for additional instructions. |
(17) | Street Address | ADDR | <ENTER> | Enter the street address from the address line. (a) See IRM 3.24.38 for specific instructions. (b) If a "G" Condition Code is present, do NOT enter any of the address information even if prompted. This occurs when a Name Control is entered. (c) If a foreign address, enter the foreign city, province and postal code. |
(18) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. (a) If a foreign address, enter the edited foreign country's code. |
(19) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line (see IRM 3.24.38). (a) If a Major City Code was entered, press <ENTER> only. (b) If a foreign address, enter a period (.). |
(20) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. (a) If a foreign address, press <ENTER> only. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return. (a) If the ERS Action Code is in the "600" series and the return is a non-remittance, end the document after this element. (b) If the ERS Action Code is in the "600" series and the return is a remittance, press <ENTER> followed by <F6> after this element and proceed to Section 03. (c) If a "G" Condition Code is present and return is a remittance, press <ENTER> followed by <F6> after E–3, then proceed to Section 03. (d) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is underlined, do NOT end the document. Continue processing the return. (e) If the Type of Organization is a "9" from Section 01 E-10, and the "9" is NOT underlined, press <F6> and end the document after this element. |
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800. (a) For special instructions, see IRM 3.24.38. |
(7) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return. (a) Enter the RPS amount printed on the upper right corner of the return ONLY if underlined in green. (b) If a "G" Condition Code is present, end the document after this element. (c) If the ERS Action Code is in the "600" series, end the document after this element. (d) This is a MUST ENTER if Pre-journalized Credit Amount E–(5), Block Header, was entered. (e) The error message INVALID DATA appears if there is an amount in this field and no entry for Pre-journalized Credit Amount in the Block Header. |
(3) | Total Contributions, Gifts, Grants | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(4) | Program Service Revenue | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(5) | Membership Dues and Assessments | LN3 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3. |
(6) | Investment Income | LN4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(7) | Gross Amount from Sale of Assets | L5A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a. |
(8) | Less Cost or Other Basis | L5B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5b. |
(9) | Gain/Loss Other | L5C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5c. |
(10) | Special Events/Gaming | 6CKBX | <ENTER> | Enter a "1" if the check box from Part I, Line 6 is checked. |
(11) | Gross Revenue | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a. |
(12) | Less Direct Expenses | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(13) | Net Income | L6C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6c. |
(14) | Gross Sales Less Returns and Allowances | L7A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7a. |
(15) | Less Cost of Goods Sold | L7B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7b. |
(16) | Gross Profit/Loss | L7C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7c. |
(17) | Other Revenue | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(18) | Total Revenue | LN9 $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part I, Line 9. |
(19) | Grants & Other Similar Amounts | L10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(20) | Benefits Paid to Members | L11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
(21) | Salaries & Other Compensation | L12 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12. |
(22) | Total Expenses | L17 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 17. |
(23) | Excess (Deficit) for the Year | L18 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 18. |
(24) | Other Changes in Net Assets | L20 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 20. |
(25) | Net Assets at (EOY) | L21 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Total Assets (BOY) | 25A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 25, Column (A). |
(3) | Total Assets (EOY) | 25B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 25, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | Total Liabilities (BOY) | 26A $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 26, Column (A). |
(3) | Total Liabilities (EOY) | 26B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 26, Column (B). |
(4) | Net Assets (BOY) | 27A $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 27, Column (A). |
(5) | Net Assets (EOY) | 27B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 27, Column (B). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top margin of Page 2. |
(3) | Did you Engage in any Activity? | 33 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33. |
(4) | Were any Changes Made? | 34 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 34. |
(5) | Did you have Unrelated Business? | 35A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35a. |
(6) | If Yes, Did you File 990–T? | 35B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35b. |
(7) | Was there a Liquidation? | 36 | <ENTER> | Enter a yes or no from the yes/no box from Line 36. |
(8) | Amount of Political Expenditures | 37A $ | <ENTER> MINUS (−) |
Enter the amount from Line 37a. |
(9) | Did You File 1120–POL? | 37B | <ENTER> | Enter a yes or no from the yes/no box from Line 37b. |
(10) | Section 501(c)(7) Initiation Fees | 39A $ | <ENTER> MINUS (−) |
Enter the amount from Line 39a. |
(11) | Gross Receipts Amount | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Line 39b. |
(12) | 501(c)(3) and 501(c)(4) | 40B | <ENTER> | Enter the yes or no from the yes/no box from Part V, Line 40b. |
(13) | Did you have Foreign Bank Accounts? | 42B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42b. |
(14) | Did you have a Foreign Office? | 42C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 42c. |
(15) | Section 4947(a)(1) Trusts Filing 990EZ? | 43 | <ENTER> | Enter the code edited to the right of Part V, Line 43. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Preparation Code | PREP | <ENTER> | Enter the edited digits from the right margin of the last page of the return next to the PTIN. |
(3) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(4) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Question 1 Part III | LN1 | <ENTER> | Enter the edited digit to the right of Part III, Line 1.
|
(3) | Legislative Activities | LN1 $ | <ENTER> MINUS (−) |
Enter the amount from Part III, Line 1, next to the $. |
(4) | Was there a Sale, Exchange or Lease of Property? | L2A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2a. |
(5) | Did you Lend Money or Other Credit? | L2B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2b. |
(6) | Did you Furnish Goods, Services or Facilities? | L2C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2c. |
(7) | Did you make Payment Compensation? | L2D | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2d. |
(8) | Did you Transfer Income or Assets? | L2E | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 2e. |
(9) | Do you Make Grants/Scholarships? | L3A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3a. |
(10) | Did you Have a Section 403(b) Annuity Plan? | L3B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3b. |
(11) | Did you Receive or Hold Easement - Section 170(h)? | L3C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3c. |
(12) | Do you Provide Credit Counseling? | L3D | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 3d. |
(13) | Did you Maintain any Donor Advised Funds? | L4A | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4a. |
(14) | Did you Make any Taxable Distributions? | L4B | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4b. |
(15) | Did you Make a Distribution – Section 4967? | L4C | <ENTER> | Enter a yes or no from the yes/no box from Part III, Line 4c. |
(16) | Enter the Total Number of Donor Advised Funds | L4D | <ENTER> | Enter the number from Part III, Line 4d. |
(17) | Enter the Aggregate Value of Assets | L4E $ | <ENTER> | Enter the amount from Part III, Line 4e. |
(18) | Part IV Non-Private Foundation | IVRTMAR | <ENTER> | Enter the edited code from the RIGHT margin of Part IV. |
(19) | Total Amount of Support | 13E $ | <ENTER> | Enter the amount from Part IV, Line 13, Column (e). |
(20) | Gifts, Contributions, Grants | 15E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 15, Column (e). |
(21) | Membership Fees | 16E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 16, Column (e). |
(22) | Gross Receipts/Admissions | 17E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 17, Column (e). |
(23) | Gross Income/Interest/Dividends | 18E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 18, Column (e). |
(24) | Tax Revenues Levied | 20E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 20, Column (e). |
(25) | Value of Services/Facilities Furnished | 21E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 21, Column (e). |
(26) | Total Lines 15–22 | 23E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 23, Column (e). |
(27) | Line 23 Minus 17 | 24E $ | <ENTER> MINUS (−) |
Enter the amount from Part IV-A, Line 24, Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Do you have a racially? | V29 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 29. |
(3) | Do you include? | 30 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 30. |
(4) | Have you publicized? | 31 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 31. |
(5) | Records indicating? | 32A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 32a. |
(6) | Records documenting? | 32B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 32b. |
(7) | Copies of all catalogues? | 32C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 32c. |
(8) | Copies of all material? | 32D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 32d. |
(9) | Students' rights? | 33A | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33a. |
(10) | Admission Policies? | 33B | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33b. |
(11) | Employment of faculty? | 33C | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33c. |
(12) | Scholarships? | 33D | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33d. |
(13) | Educational policies? | 33E | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33e. |
(14) | Use of facilities? | 33F | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33f. |
(15) | Athletic programs? | 33G | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33g. |
(16) | Other extracurricular activities? | 33H | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 33h. |
(17) | Does Organization Certify? | 35 | <ENTER> | Enter a yes or no from the yes/no box from Part V, Line 35. |
(18) | Signature Code | SIGN | <ENTER> | Enter the edited code from the bottom right hand portion of Schedule A, page 5. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Total (Grass Roots) Expenditures | 36B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 36, Column (b). |
(3) | Total Lobbying Expenses | 37B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 37, Column (b). |
(4) | Other Exempt Purposes Expenses | 39B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 39, Column (b). |
(5) | Lobbying Nontaxable Amount | 41B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 41, Column (b). |
(6) | Grass Roots Nontaxable Amount | 42B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 42, Column (b). |
(7) | Excess of Line 36 over Line 42 | 43B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 43, Column (b). |
(8) | Excess of Line 38 over Line 41 | 44B $ | <ENTER> MINUS (−) |
Enter the amount from Part VI-A, Line 44, Column (b). |
(9) | Part VI-B, Line i, Total | VIBLNI $ | <ENTER> MINUS (-) |
Enter the amount from Part VI-B, Line i. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Cash transfers? | 51AI | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51a(i). |
(3) | Other assets? | AII | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51a(ii). |
(4) | Sales of assets? | 51BI | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(i). |
(5) | Purchases of assets? | BII | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(ii). |
(6) | Rental? | BIII | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(iii). |
(7) | Reimbursement? | BIV | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(iv). |
(8) | Loans? | BV | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(v). |
(9) | Performance of services? | BVI | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51b(vi). |
(10) | Sharing? | 51C | <ENTER> | Enter a yes or no from the yes/no box from Part VII, Line 51c. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(5) | E.I. Number | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" .
|
(10) | Type of Organization Code | C RTMAR | <ENTER> | Enter the edited code from right margin of box C/D. |
(11) | Foundation Code | LN H | <ENTER> | Enter the edited digits from Line H. |
(12) | Termination Code | F RTMAR | <ENTER> | Enter the edited code from right margin of box F. |
(13) | Line 2 Checkbox | LN2 | <ENTER> | Enter the code if edited from the right margin of Line 1a. |
(14) | Computer Condition Codes | CCC | <ENTER> | Enter the codes shown on the dotted portion of Lines 8–9.
|
(15) | Return Processing Code | 01RPC | <ENTER> | For 2018 and subsequent tax periods enter the edited codes on Page 1, in the right margin next to line 2. |
(16) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return.
|
(17) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(18) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown.
|
(19) | Street Address | ADDR | <ENTER> | Enter the street address from the address line.
|
(20) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate.
|
(21) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line.
|
(22) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code.
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from Bottom Left Margin of the return.
|
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800, in MMDDYY format. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800.
|
(7) | Penalty and Interest Code | LN6 | <ENTER> | Enter the edited digit from Line 6, Form 5800. |
(8) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the edited amount exactly as shown on Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited DOLLARS AND CENTS amount shown in the margin at the top of the return.
|
(3) | Fair Market Value of Assets (EOY) | BOXI $ | <ENTER> MINUS (−) |
Enter the amount from Box I, top portion of the return. |
(4) | Contributions, Gifts, Etc. | L1A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1, Column (a). |
(5) | Interest on Savings | L3A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 3, Column (a). |
(6) | Dividends & Interest | L4A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4, Column (a). |
(7) | Gross Rents | 5AA $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5a, Column (a). |
(8) | Net Gain or Loss | L6A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6a, Column (a). |
(9) | Gross Sales Price on Line 6a | L6B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6b. |
(10) | Cost of Goods Sold | 10B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10b. |
(11) | Gross Profit from Business | 10CA $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10c, Column (a). |
(12) | Other Income | 11A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11, Column (a). |
(13) | Total Revenue per Book | 12A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12, Column (a). |
(14) | Total Net Investment Income | 12B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12, Column (b). |
(15) | Total Adjusted Net Income | 12C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 12, Column (c). |
(16) | Compensation of Officers | 13A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 13, Column (a). |
(17) | Pension Plan Employee Benefits | 15A $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 15, Column (a). |
(18) | Legal Fees | 16AA $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 16a, Column (a). |
(19) | Accounting Fees | 16BA $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 16b, Column (a). |
(20) | Interest | 17A $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 17, Column (a). |
(21) | Depreciation | 19A $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 19, Column (a). |
(22) | Occupancy | 20A $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 20, Column (a). |
(23) | Travel/Conferences and Meetings | 21A $ | <ENTER> MINUS (-) |
Enter the amount form Part I, Line 21, Column (a). |
(24) | Printing and Publications | 22A $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 22, Column (a). |
(25) | Total Operating & Admin. Expenses Col. A | 24A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 24, Column (a). |
(26) | Total Operating & Admin. Expenses Col. B | 24B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 24, Column (b). |
(27) | Total Operating and Admin. Expenses Col. D | 24D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 24, Column (d). |
(28) | Contributions, Gifts, Grants Paid | 25A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 25, Column (a). |
(29) | Total Expenses Per Books | 26A $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 26, Column (a). |
(30) | Total Expenses Net Investment | 26B $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 26, Column (b). |
(31) | Total Expenses Adjusted Net | 26C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 26, Column (c). |
(32) | Total Expenses Disbursements | 26D $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 26, Column (d). |
(33) | Excess of Revenue | 27AA $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 27a, Column (a). |
(34) | Net Investment Income | 27BB $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 27b, Column (b). |
(35) | Adjusted Net Income | 27CC $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 27c, Column (c). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "04" . |
(2) | IRI Codes | PG2TOP | <ENTER> | Enter the edited digits from the top of Page 2 or the return. |
(3) | Cash Non Interest (BOY) | L1A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 1, Column (a). |
(4) | Cash Non Interest (EOY) | L1B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 1, Column (b). |
(5) | Accounts Receivable Less Allowances (BOY) | L3A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 3, Column (a). |
(6) | Accounts Receivable Less Allowance (EOY) | L3B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 3, Column (b). |
(7) | Pledges Receivable Less Allowances (BOY) | L4A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 4, Column (a). |
(8) | Pledges Receivable Less Allowances (EOY) | L4B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 4, Column (b). |
(9) | Grants Receivable (BOY) | L5A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 5, Column (a). |
(10) | Grants Receivable (EOY) | L5B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 5, Column (b). |
(11) | Receivables Due From Officers (BOY) | L6A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 6, column (a). |
(12) | Receivables Due From Officers (EOY) | L6B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 6, Column (b). |
(13) | Other Notes and Loans (BOY) | L7A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 7, Column (a). |
(14) | Other Notes and Loans (EOY) | L7B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 7, Column (b). |
(15) | Inventories for Sale (BOY) | L8A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 8, Column (a). |
(16) | Inventories for Sale (EOY) | L8B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 8, Column (b). |
(17) | Prepaid Expenses (BOY) | L9A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 9, Column (a). |
(18) | Prepaid Expenses (EOY) | L9B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 9, Column (b). |
(19) | Investments-Government (BOY) | 10AA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 10a, Column (a). |
(20) | Investments-Government (EOY) | 10AB $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 10a, Column (b). |
(21) | Investment Stock (BOY) | 10BA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 10b, Column (a). |
(22) | Investment Stock (EOY) | 10BB $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 10b, Column (b). |
(23) | Investment Bonds (BOY) | 10CA $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 10c, Column (a). |
(24) | Investment Bonds (EOY) | 10CB $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 10c, Column (b). |
(25) | Investment Mortgage Loans (BOY) | 12A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 12, Column (a). |
(26) | Investment Mortgage Loans (EOY) | 12B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 12, Column (b). |
(27) | Investment Other (BOY) | 13A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 13, Column (a). |
(28) | Investment Other (EOY) | 13B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 13, Column (b). |
(29) | Land, Buildings and Equipment (BOY) | 14A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 14, Column (a). |
(30) | Land, Buildings and Equipment (EOY) | 14B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 14, Column (b). |
(31) | Other Assets (BOY) | 15A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 15, Column (a). |
(32) | Other Assets (EOY) | 15B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 15, Column (b). |
(33) | Total Assets (EOY) | 16B $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 16, Column (b). |
(34) | FMV of Assets (EOY) | 16C $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 16, Column (c). |
Elem | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Accounts Payable (BOY) | 17A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 17, Column (a). |
(3) | Accounts Payable (EOY) | 17B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 17, Column (b). |
(4) | Grants Payable (BOY) | 18A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 18, Column (a). |
(5) | Grants Payable (EOY) | 18B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 18, Column (b). |
(6) | Mortgages and Notes (EOY) | 21B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 21, Column (b). |
(7) | Other Liabilities (BOY) | 22A $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 22, Column (a). |
(8) | Other Liabilities (EOY) | 22B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 22, Column (b). |
(9) | Total Liabilities (EOY) | 23B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 23, Column (b). |
(10) | Total Net Assets/Fund Balances | 29B $ | <ENTER> MINUS (-) |
Enter the amount from Part II, Line 29, Column (b). |
(11) | 4940 Code | PG4TOP | <ENTER> | Enter the edited code from the top center margin of page 4 of the return. |
(12) | Excise Tax | LN1 | <ENTER> | Enter the amount from Part V, Line 1. |
(13) | Section 511 Tax | LN2 | <ENTER> | Enter the amount from Part V, Line 2. |
(14) | Subtitle A Tax | LN4 | <ENTER> | Enter the amount from Part V, Line 4. |
(15) | Tax on Investment Income | LN5 | <ENTER> | Enter the amount from Part V, Line 5. |
(16) | ES Credit | L6A | <ENTER> | Enter the amount from Part V, Line 6a. |
(17) | Tax Withheld at Source | L6B | <ENTER> | Enter the amount from Part V, Line 6b. |
(18) | Tax Paid from Form 8868 | L6C | <ENTER> | Enter the amount from Part V, Line 6c. |
(19) | Erroneous Backup Withholding | L6D | <ENTER> | Enter the amount from Part V, Line 6d. |
(20) | ES Penalty | LN8 | <ENTER> | Enter the amount from Part V, Line 8. |
(21) | Tax Due/Overpayment | L9/10 | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 9 followed by pressing <ENTER>.
|
(22) | Credit Elect | 11 CT | <ENTER> | Enter the amount from Part V, the center portion of Line 11. |
Elem | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "06" . |
(2) | During this tax year? | VIIA1A | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 1a. |
(3) | Have you engaged in? | LN2 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 2. |
(4) | Have you made any changes? | LN3 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 3. |
(5) | If yes, have you? | L4B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 4b. |
(6) | Was there a liquidation? | LN5 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 5. |
(7) | If you answered yes? | L8B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 8b. |
(8) | Are you claiming? | LN9 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 9. |
(9) | Did any Persons Become? | L10 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 10. |
(10) | Is the Foundation a Controlling Organization? | L11 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-A, Line 11. |
(11) | Did you Acquire Direct/Indirect Interest? | L12 | <ENTER> | Enter a yes or no from the yes/no box from Part VI-A, Line 12. |
(12) | Did the Organization Comply with Public? | L13 | <ENTER> | Enter a yes or no from the yes/no box from Part VI-A, 1 Line 13. |
(13) | Section 4947(a)(1) Trusts | L15 | <ENTER> | Enter a "1" if the box is checked on Part VI-A, Line 15. |
14 | Did the foundation have any interest income | L16 | ENTER | Enter a yes or no from the yes/no box on Part VI-A, Line 16. |
(15) | Engage in the sale? | VIIB1A1 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(1). |
(16) | Borrow money from? | 1A2 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(2). |
(17) | Furnish goods? | 1A3 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(3). |
(18) | Pay compensation? | 1A4 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(4). |
(19) | Transfer any of? | 1A5 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(5). |
(20) | Agree to pay money? | 1A6 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1a(6). |
(21) | If you answered yes? | 1B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1b. |
(22) | Did you engage in? | 1C | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 1c. |
(23) | Taxes on failure to? | 2A | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 2a. |
(24) | If 2a is yes? | 2B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 2b. |
(25) | Did you hold more? | 3A | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 3a. |
(26) | If yes, did you? | 3B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 3b. |
(27) | Did you invest during? | 4A | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 4a. |
(28) | Did you make any? | 4B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 4b. |
(29) | Carry on propaganda? | 5A1 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5a(1). |
(30) | Influence the outcome? | 5A2 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5a(2). |
(31) | Provide a grant? | 5A3 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5a(3). |
(32) | Provide grant to an organization? | 5A4 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5a(4). |
(33) | Provide for any? | 5A5 | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5a(5). |
(34) | If you answered yes? | 5B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 5b. |
(35) | Did the Organization Receive any Funds? | 6A | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 6a. |
(36) | Did the Organization Pay any Premiums? | 6B | <ENTER> | Enter a yes or no from the yes/no box on Part VI-B, Line 6b. |
(37) | Subject to Section 4960 Tax on Payments of More Than $1,000,000 | 8 | <ENTER> | Enter 1 for yes and 2 for no Part VI-B, Line 8. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07" . |
(2) | Reportable Compensation 1 | PTVIII1C $ | <ENTER> | Enter the amount from Part VII Section 1, Line 1, Column (c). |
(3) | Reportable Contributions to Employee Benefits Plans 1 | PTVIII1D $ | <ENTER> | Enter the amount from Part VII Section 1, Line 1, Column (d). |
(4) | Reportable Compensation 2 | PTVIII2C $ | <ENTER> | Enter the amount from Part VII Section 1, Line 2, Column (c). |
(5) | Reportable Contributions to Employee Benefits Plans 2 | PTVIII2D $ | <ENTER> | Enter the amount from Part VII Section 1, Line 2, Column (d). |
(6) | Reportable Compensation 3 | PTVIII3C $ | <ENTER> | Enter the amount from Part VII Section 1, Line 3, Column (c). |
(7) | Reportable Contributions to Employee Benefits Plans 3 | PTVIII3D $ | <ENTER> | Enter the amount from Part VIII Section 1, Line 3, Column (d). |
(8) | Reportable Compensation 4 | PTVIII4C $ | <ENTER> | Enter the amount from Part VII Section 1, Line 4, Column (c). |
(9) | Reportable Contributions to Employee Benefits Plans 4 | PTVIII4D $ | <ENTER> | Enter the amount from Part VII Section 1, Line 4, Column (d). |
(10) | Five Highest Paid Employees Compensation 1 | PTVIII21C $ | <ENTER> | Enter the amount from Part VII Section 2, Line 1, Column (c). |
(11) | Five Highest Paid Contributions to Employee Benefits Plans 1 | PTVIII21D $ | <ENTER> | Enter the amount from Part VII Section 2, Line 1, Column (d). |
(12) | Five Highest Paid Employees Compensation 2 | PTVIII22C $ | <ENTER> | Enter the amount from Part VII Section 2, Line 2, Column (c). |
(13) | Five Highest Paid Contributions to Employee Benefits Plans 2 | PTVIII22D $ | <ENTER> | Enter the amount from Part VII Section 2, Line 2, Column (d). |
(14) | Five Highest Paid Employees Compensation 3 | PTVIII23C $ | <ENTER> | Enter the amount from Part VII Section 2, Line 3, Column (c). |
(15) | Five Highest Paid Contributions to Employee Benefits Plans 3 | PTVIII23D $ | <ENTER> | Enter the amount from Part VII Section 2, Line 3, Column (d). |
(16) | Five Highest Paid Employees Compensation 4 | PTVIII24C $ | <ENTER> | Enter the amount from Part VII Section 2, Line 4, Column (c). |
(17) | Five Highest Paid Contributions to Employee Benefits Plans 4 | PTVIII24D $ | <ENTER> | Enter the amount from Part VII Section 2, Line 4, Column (d). |
(18) | Five Highest Paid Employees Compensation 5 | PTVIII25C $ | <ENTER> | Enter the amount from Part VII Section 2, Line 5, Column (c). |
(19) | Five Highest Paid Contributions to Employee Benefits Plans 5 | PTVIII25D $ | <ENTER> | Enter the amount from Part VII Section 2, Line 5, Column (d). |
(20) | Total | X1D $ | <ENTER> MINUS (−) |
Enter the amount from Part IX, Line 1d. |
(21) | Net Value/Noncharitable-Use Assets | LN5 $ | <ENTER> MINUS (−) |
Enter the amount from Part IX, Line 5. |
(22) | Minimum Investment Return | LN6 $ | <ENTER> MINUS (−) |
Enter the amount from Part IX, Line 6. |
(23) | Distributable Amount | XI7 $ | <ENTER> MINUS (−) |
Enter the amount from Part X, Line 7. |
(24) | Undistributed Income | XIII6F $ | <ENTER> MINUS (−) |
Enter the amount from Part XII, Line 6f. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08" . |
(2) | Adjusted Net Income Column (a) | 2AA $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2a, Column (a). |
(3) | Adjusted Net Income Column (b) | 2AB $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2a, Column (b). |
(4) | Adjusted Net Income Column (c) | 2AC $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2a, Column (c). |
(5) | Adjusted Net Income Column (d) | 2AD $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2a, Column (d). |
(6) | Adjusted Net Income Total | 2AE $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 2a, Column (e). |
(7) | Qualifying Distribution Column (a) | 2EA $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2e, Column (a). |
(8) | Qualifying Distribution Column (b) | 2EB $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2e, Column (b). |
(9) | Qualifying Distribution Column (c) | 2EC $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2e, Column (c). |
(10) | Qualifying Distribution Column (d) | 2ED $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 2e, Column (d). |
(11) | Qualifying Distribution Total | 2EE $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 2e, Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "09" . |
(2) | Value of Assets Column (a) | 3A1A $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(1), Column (a). |
(3) | Value of Assets Column (b) | 3A1B $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(1), Column (b). |
(4) | Value of Assets Column (c) | 3A1C $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(1), Column (c). |
(5) | Value of Assets Column (d) | 3A1D $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(1), Column (d). |
(6) | Value of Assets Total | 3A1E $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3a(1), Column (e). |
(7) | Value of Assets Qualifying Column (a) | 3A2A $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(2), Column (a). |
(8) | Value of Assets Qualifying Column (b) | 3A2B $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(2), Column (b). |
(9) | Value of Assets Qualifying Column (c) | 3A2C $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(2), Column (c). |
(10) | Value of Assets Qualifying Column (d) | 3A2D $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3a(2), Column (d). |
(11) | Value of Assets Qualifying Total | 3A2E $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3a(2), Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10" . |
(2) | Alternative Test Endowment, Column (a) | 3BA $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3b, Column (a). |
(3) | Alternative Test Endowment, Column (b) | 3BB $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3b, Column (b). |
(4) | Alternative Test Endowment, Column (c) | 3BC $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3b, Column (c). |
(5) | Alternative Test Endowment, Column (d) | 3BD $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3b, Column (d). |
(6) | Alternative Test Endowment, Total | 3BE $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3b, Column (e). |
(7) | Total Support, Column (a) | 3C1A $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(1), Column (a). |
(8) | Total Support, Column (b) | 3C1B $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(1), Column (b). |
(9) | Total Support, Column (c) | 3C1C $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(1), Column (c). |
(10) | Total Support, Column (d) | 3C1D $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(1), Column (d). |
(11) | Total Support, Total | 3C1E $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3c(1), Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "11" . |
(2) | Support from General Public Column (a) | 3C2A $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(2), Column (a). |
(3) | Support from General Public Column (b) | 3C2B $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(2), Column (b). |
(4) | Support from General Public Column (c) | 3C2C $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(2), Column (c). |
(5) | Support from General Public Column (d) | 3C2D $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(2), Column (d). |
(6) | Support from General Public Total | 3C2E $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3c(2), Column (e). |
(7) | Gross Investment Income Column (a) | 3C4A $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(4), Column (a). |
(8) | Gross Investment Income Column (b) | 3C4B $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(4), Column (b). |
(9) | Gross Investment Income Column (c) | 3C4C $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(4), Column (c). |
(10) | Gross Investment Income Column (d) | 3C4D $ | <ENTER> MINUS (−) |
Enter the amount from Part XIII, Line 3c(4), Column (d). |
(11) | Gross Investment Income Total | 3C4E $ | <ENTER> MINUS (-) ★★★★★★ |
Enter the amount from Part XIII, Line 3c(4), Column (e). |
(12) | Future Grants, 3b Total | XV3B $ | <ENTER> | Enter the amount from Part XIV, Line 3b, Total line. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "12" . |
(2) | Program Services Revenue a, Column (d) | XVIA1AD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1a, Column (d). |
(3) | Program Service Revenue a, Column (e) | 1AE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1a, Column (e). |
(4) | Program Service Revenue b, Column (d) | 1BD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1b, Column (d). |
(5) | Program Service Revenue b, Column (e) | 1BE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line l b, Column (e). |
(6) | Program Service Revenue c, Column (d) | 1CD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1c, Column (d). |
(7) | Program Service Revenue c, Column (e) | 1CE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1c, Column (e). |
(8) | Program Service Revenue d, Column (d) | 1DD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1d, Column (d). |
(9) | Program Service Revenue d, Column (e) | 1DE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1d, Column (e). |
(10) | Program Service Revenue e, Column (d) | 1ED $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1e, Column (d). |
(11) | Program Service Revenue e, Column (e) | 1EE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1e, Column (e). |
(12) | Program Service Revenue f, Column (d) | 1FD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1f, Column (d). |
(13) | Program Service Revenue f, Column (e) | 1FE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1f, Column (e). |
(14) | Fees and Contracts from Government g, Column (d) | 1GD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1g, Column (d). |
(15) | Fees and Contracts from Government g, Column (e) | 1GE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 1g, Column (e). |
(16) | Membership Dues Column (d) | 2D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 2, Column (d). |
(17) | Membership Dues Column (e) | 2E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 2, Column (e). |
(18) | Interest on Savings Column (d) | 3D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 3, Column (d). |
(19) | Interest on Savings Column (e) | 3E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 3, Column (e). |
(20) | Dividends and Interest Column (d) | 4D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 4, Column (d). |
(21) | Dividends and Interest Column (e) | 4E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 4, Column (e). |
(22) | Debt-Financed Property Column (d) | 5AD $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 5a, Column (d). |
(23) | Debt-Financed Property Column (e) | 5AE $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 5a, Column (e). |
(24) | Net Rental Income/Loss Column (d) | 6D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 6, Column (d). |
(25) | Net Rental Income/Loss Column (e) | 6E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 6, Column (e). |
(26) | Other Investment Income Column (d) | 7D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 7, Column (d). |
(27) | Other Investment Income Column (e) | 7E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 7, Column (e). |
(28) | Gain/Loss From Sales Column (d) | 8D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 8, Column (d). |
(29) | Gain/Loss From Sales Column (e) | 8E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 8, Column (e). |
(30) | Net Income/Loss Special Events Column (d) | 9D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 9, Column (d). |
(31) | Net Income/Loss Special Events Column (e) | 9E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 9, Column (e). |
(32) | Gross Profit/Loss From Sales Column (d) | 10D $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 10, Column (d). |
(33) | Gross Profit/Loss From Sales Column (e) | 10E $ | <ENTER> MINUS (-) |
Enter the amount from Part XV-A, Line 10, Column (e). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13" . |
(2) | Cash Transfer From? | XVII1A1 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1a(1). |
(3) | Other Assets? | 1A2 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1a(2). |
(4) | Sales of Assets? | 1B1 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(1). |
(5) | Purchase of Assets? | 1B2 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(2). |
(6) | Rental? | 1B3 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(3). |
(7) | Reimbursement? | 1B4 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(4). |
(8) | Loans? | 1B5 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(5). |
(9) | Performance of Services? | 1B6 | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1b(6). |
(10) | Sharing of? | L1C | <ENTER> | Enter a yes or no from the yes/no box from Part XVI, Line 1c. |
(11) | Preparer PTIN | PTIN | <ENTER> | Enter the Prepare's PTIN. |
(12) | Preparer EIN | PEIN | <ENTER> | Enter the preparer's EIN. |
(13) | Preparer Telephone # | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "20" . |
(2) | Net 965 Tax Liability | D1 TAX $ | <ENTER> | Enter the amount from Part I column (d) line 1. |
(3) | Form 965-B Part I Indicator | IND | <ENTER> | Enter "1" if additional information is present in Part I. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section 01 always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(5) | E.I. Number | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number from the preprinted label or from E.I. Number block..
|
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under title of form.
|
(10) | Condition Codes | CCC | <ENTER> | Enter the edited codes from the dotted portion of Line 2–4a.
|
(11) | Filling Field (VIN Portal Information Field) | Generate blank | ||
(11) | Return Processing Code | 01RPC | <ENTER> | Enter the edited codes on Page 1, in the right margin next to line 1. |
(12) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return.
|
(13) | Exempt Sub Section | BOXB | <ENTER> | Enter the edited 2-digit code from Box B. |
(14) | Organization Code | ORGCD | <ENTER> | Enter the edited code from the right margin of box F/G. |
(15) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name as shown. |
(16) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown.
|
(17) | Street Address | ADDR | <ENTER> | Enter the street address from the address line.
|
(18) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate.
|
(19) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line.
|
(20) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code.
|
(21) | Number of Organizations Trade or Business | NOTB | <ENTER> | Enter the amount Item H, first question. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | LN1 | <ENTER> | Enter the edited digits from the bottom left margin of the return.
|
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Indicator/Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digit from Line 4, Form 5800. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800, in MMDDYY format.
|
(7) | Penalty/Interest Code | LN6 | <ENTER> | Enter the edited digit from Line 6, Form 5800. |
(8) | Installment Sales Indicator | LN7 | <ENTER> | Enter the edited digit from Line 7, Form 5800. |
(9) | Missing Schedule Code | LN8 | <ENTER> | Enter the edited digits from Line 8, Form 5800. |
(10) | Form 2439 Regulated Investment Company Credit | LN9 | <ENTER> | Enter the edited amount from Line 9, Form 5800. |
(11) | Form 5735 Possessions Credit | L10 | <ENTER> | Enter the edited amount from Line 10, Form 5800. |
(12) | Form 8586 Low Income Housing Credit | L11 | <ENTER> | Enter the edited amount from Line 11, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return.
|
(3) | Was Corporation a Subsidiary Member | ?IY/N | <ENTER> | Enter a yes or no from the yes/no box from Line K. |
(4) | Parent Corporation Name Control | ?INC | <ENTER> | Enter the edited or underlined Name Control from Line K. |
(5) | Parent Corporation EIN | ?IEIN | <ENTER> | Enter the EIN from Line K. |
(6) | Gross Receipts Less Returns & Allowances | L1C $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1c, Column A. (2019 and prior revisions only) |
(7) | Cost of Goods Sold | LN2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2, Column A. (2019 and prior revisions only) |
(8) | Investment Income 501(c) | L9(C) $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 9, Column (C). (2019 and prior revisions only) |
(9) | Dispose of Any Investments | 12...$ | <ENTER> | Enter the amount from the dotted portion of line 12. (2019 and prior revisions only) |
(10) | Total Unrelated Trade or Business Income | 13(A) $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 13, Column (A). (2019 and prior revisions only) |
(11) | Total Expenses | 13(B) $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 13, Column (B). (2019 and prior revisions only) |
(12) | Total Net | 13(C) $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 13, Column (C). (2019 and prior revisions only) |
(13) | Total Deductions | L29 $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 28. (2019 and prior revisions only) |
(14) | Net Operating Loss | L31 $ | <ENTER> MINUS (−) |
Enter the amount from Part II, Line 31. (2019 and prior revisions only) |
(15) | Taxable Income Computed From all Unrelated Trades or Businesses | LI1 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 1. |
(16) | Amount Disallowed Fringes | LI2 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 2. |
(17) | Charitable Contributions | LI4 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 4. |
(18) | Total of Unrelated Tax pre NOLS | LI5 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 5. |
(19) | Deduction for Net Operating Loss | LI6 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 6. |
(20) | Unrelated Business Taxable Income | LI7 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 7. |
(21) | Specific Deduction | LI8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(22) | Section 199A Deduction | LI9 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 9. |
(23) | Total Deductions 2020 and Subsequent | LI10 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 10. |
(24) | Unrelated Business Taxable Income | LI11 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 11. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "04" . |
(2) | Controlled Group Code | L39 RT | <ENTER> | Enter the edited digit to the right of Part IV, Line 40 check box. (2019 and prior revision only) |
(3) | 1st Income Bracket | 1STINCA1$ | <ENTER> | Enter the amount from Part III, Line 35a(1).
|
(4) | 2nd Income Bracket | 2NDINCA2$ | <ENTER> | Enter the amount from Part III, Line 35a(2).
|
(5) | 3rd Income Bracket | 3RDINCA3$ | <ENTER> | Enter the amount from Part III, Line 35a(3).
|
(6) | Additional 5% Tax | 5%TAXB1$ | <ENTER> | Enter the amount from Part III, Line 35b(1).
|
(7) | Additional 3% Tax | 3%TAXB2$ | <ENTER> | Enter the amount from Part III, Line 35b(2).
|
(8) | Corp. Income Tax Taxpayer | LII1 $ | <ENTER> ★★★★★★ |
Enter the amount from Part II, Line 1. |
(9) | Trust Income Tax | LII2 $ | <ENTER> | Enter the amount from Part II, Line 2. |
(10) | Proxy Tax | LII3 $ | <ENTER> | Enter the amount from Part II, Line 3. |
(11) | Chapter 1 Tax recapture from Form 4255 | LII4A $ | <ENTER> | Enter the amount from Part II, Line 4a |
(12 | Other Additions to Tax | LII4B $ | <ENTER> | Enter the amount from Part II, Line 4b. |
(13) | Alternative Minimum Tax | LII5 $ | <ENTER> | Enter the amount from Part II, Line 5. |
(14) | Non Compliant Hospital Facility Income | LII6 $ | <ENTER> | Enter the amount from Part II, Line 6. |
(15) | Total (Gross Tax) | LII7 $ | <ENTER> | Enter the amount from Part II, Line 7. |
(16) | Foreign Tax Credit | III1A $ | <ENTER> | Enter the amount from Part III, Line 1a. |
(17) | Other Tax Credits | III1B $ | <ENTER> | Enter the amount from Part III, Line 1b. |
(18) | General Business Credit | III1C $ | <ENTER> | Enter the amount from Part III, Line 1c. |
(19) | Credit Prior Year Minimum Tax | III1D $ | <ENTER> | Enter the amount from Part III, Line 1d. |
(20) | Total Statutory Credits | III1E $ | <ENTER> | Enter the amount from Part III, Line 1e. |
(21) | Credit Recapture from Form 4255 | III3A | <ENTER> | Enter the amount from Part III, Line 3a. |
(22) | Recapture Taxes | III3F $ | <ENTER> | Enter the amount from Part III, Line 3f. |
(23) | Total Tax | III4 | <ENTER> ★★★★★★ |
Enter the amount from Part III, Line 4. |
(24) | Net 965 Tax Liability | III5 | <ENTER> | Enter the amount from Part III, Line 5. |
(25) | Prior Year Overpayment Credit | III6A | <ENTER> | Enter the amount from Part III, Line 6a. |
(26) | ES Payments | III6B | <ENTER> | Enter the amount from Part III, Line 6b. |
(27) | Tax Deposited—Form 8868 | III6C | <ENTER> | Enter the amount from Part III, Line 6c. |
(28) | Tax Withheld at Source | III6D | <ENTER> | Enter the amount from Part III, Line 6d. |
(29) | Backup Withholding | III6E | <ENTER> | Enter the amount from Part III, Line 6e. |
(30) | Small Business Health Care Tax Credit | III6F | <ENTER> | Enter the amount from Part III, Line 6f. |
(31) | Deemed payment election | III6G | <ENTER> | Enter the amount from Part III, Line 6g. |
(32) | Credit from a RIC or REIT | III6H | <ENTER> | Enter the amount from Part III, Line 6h. |
(33) | Credit for federal tax paid on fuels | III6I | <ENTER> | Enter the amount from Part III, Line 6i. |
(34) | Other Payments and Credits | III6J | <ENTER> | Enter the amount from Part III, Line 6j. |
(35) | ES Penalty | III8 | <ENTER> | Enter the amount from Part III, Line 8. |
(36) | Tax Due/Overpayment | 9/10 | <ENTER> MINUS (−) ★★★★★★ |
Enter amount shown on Part III, Line 9 followed by pressing <ENTER>.
|
(37) | Credit Elect | L11 | <ENTER> | Enter the amount from the first box, Part III, Line 11. |
(38) | Discuss with Preparer Checkbox | CKBX | <ENTER> | Enter a "1" if the Yes box is checked.
|
(39) | Preparer's /PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(40) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN from the Preparer's EIN box. |
(41) | Preparer's Telephone Number | TEL# | <ENTER> | Enter the Preparer's phone number from the Preparer's phone number box. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "07. " |
(2) | Alternative Tax NOLD | L22 $ | <ENTER> MINUS (−) |
Enter the amount from Schedule I, Part I, Line 22. |
(3) | Total Adjustments and Tax Preference | L23 $ | <ENTER> MINUS (−) |
Enter the amount from Schedule I, Part I, Line 23. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "08. " |
(2) | Schedule D Net Short-Term Gain/Loss Estates/Trusts | D17(2) $ | <ENTER> MINUS (−) |
Enter the amount from Schedule D, Part III, Line 17, Column (2). |
(3) | Net Long-Term Gain/Loss for Year | 18A(2) $ | <ENTER> MINUS (−) |
Enter the amount from Schedule D, Part III, Line 18a, Column (2). |
(4) | Unrecaptured Section 1250 Estates/Trusts | 18B(2) $ | <ENTER> | Enter the amount from Schedule D, Part III, Line 18b, Column (2). |
(5) | 28% Rate Gain/Loss | 18C(2) $ | <ENTER> MINUS (−) |
Enter the amount from Schedule D, Part III, Line 18c, Column (2). |
(6) | Total Net Gain/Loss Estates/Trusts | 19(2) $ | <ENTER> MINUS (−) |
Enter the amount from Schedule D, Part III, Line 19, Column (2). |
(7) | Estate/Trust Qualified Dividends | L23 $ | <ENTER> | Enter the amount from Schedule D, Part V, Line 23. |
(8) | Tax on Taxable Income | L45 $ | <ENTER> | Enter the amount from Schedule D, Part V, Line 45. |
(9) | Form 4952 Line 4e | 4952L4E $ | <ENTER> | Enter the amount from Form 4952, Part II, Line 4e. |
(10) | Form 4952 Line 4g | 4952L4G $ | <ENTER> | Enter the amount from Form 4952, Part II, Line 4g. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "10. " |
(2) | Dispose of Any Investments | ZCKBX | <ENTER> | For Form 990-T enter only. Enter the numeric digit from Dispose of Any Investments Checkbox from Schedule D 0 = no 1 = yes |
(3) | EIN | ZPTI 1(A) | <ENTER> | Enter the EIN from Form 8949 Part I Line 1 column (a). |
(4) | Date Acquired | ZPTI 1(B) | <ENTER> | Enter the date from Form 8949 Part I Line 1 column (b). |
(5) | Amount of Adjustment | ZPTI 1(G) $ | <ENTER> | Enter the amount from Form 8949 Part I Line 1 column (g). |
(6) | Part I 8949 Indicator | ZPTI IND | <ENTER> ★★★★★★ |
Enter "1" if additional information is present in Part I. |
(7) | EIN | YPTI 1(A) | <ENTER> | Enter the EIN from Form 8949 Part I Line 1 column (a). |
(8) | Date Sold or Disposed | YPTI 1(B) | <ENTER> | Enter the date from Form 8949 Part I Line 1 column (b). |
(9) | Recaptured Deferral | YPTI 1(G) $ | <ENTER> | Enter the amount from Form 8949 Part I Line 1 column (g). |
(10) | Part I 8949 Indicator | YPTI IND | <ENTER> ★★★★★★ |
Enter "1" if additional Y information is present in Part I. |
(11) | EIN | ZPTII 1 (A) | <ENTER> | Enter the EIN from Form 8949Part II Line 1 column (a). |
(12) | Date Acquired | ZPTII 1 (B) | <ENTER> | Enter the date from Form 8949 Part II Line 1 column (b). |
(13) | Amount of Adjustment | ZPTII 1 (G) $ | <ENTER> | Enter the EIN from Form 8949 Part II Line 1 column (g). |
(14) | Part I Form 8949 Indicator | ZPTII IND | <ENTER> | Enter 1 if additional Y information is present in Part I. |
(15) | EIN | YPTII 1 (A) | <ENTER> | Enter the EIN from Form 8949 Part II Line 1 column (a). |
(16) | Date Sold or Disposed | YPTII 1(B) V | <ENTER> | Enter the date from Form 8949 Part II Line 1 column (b). |
(17) | Recaptured Deferral | YPTII 1(G) $ | <ENTER> | Enter the amount from Form 8949 Part II Line 1 column (g). |
(18) | Part II 8949 Indicator | YPTII IND | <ENTER> | Enter "1" if additional Y information is present in Part II. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen; otherwise enter 13. |
(2) | Part IV Qualified Business Income | L5/L27 | <ENTER> | Enter the amount from Line 5 or Line 27 as follows:
|
(3) | Part IV REIT/PTP Component | L9/L31 | <ENTER> | Enter the amount from Line 9 or Line 31 as follows:
|
(4) | Part IV Net Capital Gains | L12/L34 | <ENTER> | Enter the amount from line 12 or line 34 as follows:
|
(5) | Part IV Domestic Production Activities Section 199A(g) | L38 | <ENTER> | Enter the amount from Form 8995-A Part IV line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "15. " |
(2) | Amount of Claim 1 | AMT1(D) $ | <ENTER> | Enter the first amount shown on Column (d). |
(3) | Credit Reference Number 1 | CRN1(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the first amount entered. |
(4) | Amount of Claim 2 | AMT2(D) $ | <ENTER> | Enter the second amount shown on Column (d). |
(5) | Credit Reference Number 2 | CRN2(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the second amount entered. |
(6) | Amount of Claim 3 | AMT3(D) $ | <ENTER> | Enter the third amount shown on Column (d). |
(7) | Credit Reference Number 3 | CRN3(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the third amount entered. |
(8) | Amount of Claim 4 | AMT4(D) $ | <ENTER> | Enter the fourth amount shown on Column (d). |
(9) | Credit Reference Number 4 | CRN4(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fourth amount entered. |
(10) | Amount of Claim 5 | AMT5(D) $ | <ENTER> | Enter the fifth amount shown on Column (d). |
(11) | Credit Reference Number 5 | CRN5(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fifth amount entered. |
(12) | Amount of Claim 6 | AMT6(D) $ | <ENTER> | Enter the sixth amount shown on Column (d). |
(13) | Credit Reference Number 6 | CRN6(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the sixth amount entered. |
(14) | Amount of Claim 7 | AMT7(D) $ | <ENTER> | Enter the seventh amount shown on Column (d). |
(15) | Credit Reference Number 7 | CRN7(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the seventh amount entered. |
(16) | Amount of Claim 8 | AMT8(D) $ | <ENTER> | Enter the eighth amount shown on Column (d). |
(17) | Credit Reference Number 8 | CRN8(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the eighth amount entered. |
(18) | Amount of Claim 9 | AMT9(D) $ | <ENTER> | Enter the ninth amount shown on Column (d). |
(19) | Credit Reference Number 9 | CRN9(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the ninth amount entered. |
(20) | Amount of Claim 10 | AMT10(D) $ | <ENTER> | Enter the tenth amount shown on Column (d). |
(21) | Credit Reference Number 10 | CRN10(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the tenth amount entered. |
(22) | Amount of Claim 11 | AMT11(D) $ | <ENTER> | Enter the eleventh amount shown on Column (d). |
(23) | Credit Reference Number 11 | CRN11(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the tenth amount entered. |
(24) | Amount of Claim 12 | AMT12(D) $ | <ENTER> | Enter the twelfth amount shown on Column (d). |
(25) | Credit Reference Number 12 | CRN12(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the twelfth amount entered. |
(26) | Amount of Claim 13 | AMT13(D) $ | <ENTER> | Enter the thirteenth amount shown on Column (d). |
(27) | Credit Reference Number 13 | CRN13(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the thirteenth amount entered. |
(28) | Amount of Claim 14 | AMT14(D) $ | <ENTER> | Enter the fourteenth amount shown on Column (d). |
(29) | Credit Reference Number 14 | CRN14(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fourteenth amount entered. |
(30) | Amount of Claim 15 | AMT15(D) $ | <ENTER> | Enter the fifteenth amount shown on Column (d). |
(31) | Credit Reference Number 15 | CRN15(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fifteenth amount entered. |
(32) | Amount of Claim 16 | AMT16(D) $ | <ENTER> | Enter the sixteenth amount shown on Column (d). |
(33) | Credit Reference Number 16 | CRN16(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the sixteenth amount entered. |
(34) | Amount of Claim 17 | AMT17(D) $ | <ENTER> | Enter the seventeenth amount shown on Column (d). |
(35) | Credit Reference Number 17 | CRN17(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the seventeenth amount entered. |
(36) | Amount of Claim 18 | AMT18(D) $ | <ENTER> | Enter the eighteenth amount shown on Column (d). |
(37) | Credit Reference Number 18 | CRN18(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the eighteenth amount entered. |
(38) | Amount of Claim 19 | AMT19(D) $ | <ENTER> | Enter the nineteenth amount shown on Column (d). |
(39) | Credit Reference Number 19 | CRN19(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the nineteenth amount entered. |
(40) | Amount of Claim 20 | AMT20(D) $ | <ENTER> | Enter the twentieth amount shown on Column (d). |
(41) | Credit Reference Number 20 | CRN20(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the twentieth amount entered. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "17. " |
(2) | Pre-Adjustment AMTI | LN3 $ | <ENTER> MINUS (-) |
Enter the amount from Line 3. |
(3) | Adjusted Current Earnings | L4E $ | <ENTER> MINUS (-) |
Enter the amount from Line 4e. |
(4) | Alternative Tax Net Operating Loss Deduction | LN6 $ | <ENTER> | Enter the amount from Line 6. |
(5) | Tentative Minimum Tax | L12 $ | <ENTER> | Enter the amount from Line 12. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "19. " |
(2) | BBA Audit and AAR Filing Check Box | CHKBX | <ENTER> |
|
(3) | Total Additional Reporting Year Tax | L14 | <ENTER> | Enter the amount from Part I, Line 14. |
(4) | Total Penalties | L16 | <ENTER> | Enter the amount from Part II, Line 16. |
(5) | Total Interest | L18 | <ENTER> | Enter the amount from Part III, Line 18. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "20. " |
(2) | Election or Transfer Year | A1 YEAR | <ENTER> | Enter the last two positions of the tax year Part I, column (a). |
(3) | Part I Form 965-A Indicator | PTI IND | <ENTER> ★★★★★★ |
Enter "1" if additional information is present on line 6 Part I. |
(4) | Net 965 Tax Liability Transferred | J1 TAX $ | <ENTER> | Enter the amount from Part I, column (j). |
(5) | Tax Identification Number | K1 TIN | <ENTER> | Enter the TIN from Part I, column (k). |
(6) | Part IV Indicator | PTIV IND | <ENTER> ★★★★★★ |
Enter "1" if additional information is present in Part IV Line 6. |
(7) | Election or Transfer Year | A2 YEAR | <ENTER> | Enter the last two positions of the tax year Part I, column (a). |
(8) | Net 965 Tax Liability Transferred | J2 TAX $ | <ENTER> | Enter the amount from Part I, column (j). |
(9) | Tax Identification Number | K2 TIN | <ENTER> | Enter the TIN from Part I, column (k). |
(10) | Election or Transfer Year | A3 YEAR | <ENTER> | Enter the last two positions of the tax year from Part I, column (a). |
(11) | Net 965 Tax Liability Transferred | J3 TAX $ | <ENTER> | Enter the amount from Part I, column (j). |
(12) | Tax Identification Number | K3 TIN | <ENTER> | Enter the TIN from Part I, column (k). |
(13) | Election or Transfer Year | A4 YEAR | <ENTER> | Enter the last two positions of the tax year Part I, column (a). |
(14) | Net 965 Tax Liability Transferred | J4 TAX $ | <ENTER> | Enter the amount from Part I, column (j). |
(15) | Tax Identification Number | K4 TIN | <ENTER> | Enter the TIN from Part I, column (k). |
(16) | Election or Transfer Year | A5 YEAR | <ENTER> | Enter the last two positions of the tax year Part I, column (a). |
(17) | Net 965 Tax Liability Transferred | J5 TAX $ | <ENTER> | Enter the amount from Part I, column (j). |
(18) | Tax Identification Number | K5 TIN | <ENTER> | Enter the TIN from Part I, column (k). |
(19) | Net 965 Tax Liability Triggered | F1 TAX $ | <ENTER> | Enter the amount from Part IV, column (f). |
(20) | Net 965 Tax Liability Triggered | F2 TAX $ | <ENTER> | Enter the amount from Part IV, column (f). |
(21) | Net 965 Tax Liability Triggered | F3 TAX $ | <ENTER> | Enter the amount from Part IV, column (f). |
(22) | Net 965 Tax Liability Triggered | F4 TAX $ | <ENTER> | Enter the amount from Part IV, column (f). |
(23) | Net 965 Tax Liability Triggered | F5 TAX $ | <ENTER> | Enter the amount from Part IV, column (f). |
(24) | Total | I1 TOTAL $ | <ENTER> | Enter the amount from Part IV, column (i). |
(25) | Election or Transfer Year | A1 YEAR | <ENTER> | Enter the year from Part I, Line 1, column a. |
(26) | Net 965 Tax Liability Transferred | H1 TAX $ | <ENTER> | Enter the amount from Part I, Line 1, column h. |
(27) | Tax Identification Number | I1 TIN | <ENTER> | Enter the TIN from Part I, Line 1, column i. |
(28) | Election or Transfer Year | A2 YEAR | <ENTER> | Enter the date from Part I, Line 2, column a. |
(29) | Net 965 Tax Liability Transferred | H2 TAX $ | <ENTER> | Enter the amount from Part I, Line 2, column h. |
(30) | Tax Identification Number | I2 TIN | <ENTER> | Enter the TIN from Part I, Line 2, column i. |
(31) | Election or Transfer Year | A3 YEAR | <ENTER> | Enter the year from Part I, Line 3, column a. |
(32) | Net 965 Tax Liability Transferred | H3 TAX $ | <ENTER> | Enter the amount from Part I, Line 3, column h. |
(33) | Tax Identification Number | I3 TIN | <ENTER> | Enter the TIN from Part I, Line 3, column i. |
(34) | Election or Transfer Year | A4 YEAR | <ENTER> | Enter the date from Part I, Line 4, column a. |
(35) | Net 965 Tax Liability Transferred | H4 Tax $ | <ENTER> | Enter the amount from Part I, Line 4, column h. |
(36) | Tax Identification Number | I4 TIN | <ENTER> | Enter the TIN from Part I, Line 4, column i. |
(37) | Election or Transfer Year | A5 YEAR | <ENTER> | Enter the date from Part I, Line 5, column a. |
(38) | Net 965 Tax Liability Transferred | H5 TAX $ | <ENTER> | Enter the amount from Part I, Line 5, column h. |
(39) | Tax Identification Number | I5 TIN | <ENTER> | Enter the TIN from Part I, Line 5, column i. |
(40) | Form 965-B Indicator | B IN | <ENTER> | Enter the edited digit from Form 965-B, Right Margin Part I. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "21. " |
(2) | Shop Box | 21BX | <ENTER> | Enter a
|
(3) | EIN | 21B | <ENTER> | Enter the EIN from box b. |
(4) | Previous Form 8941 Filed | 21C | <ENTER> | Enter a
|
(5) | Number of Employees | L1 | <ENTER> | Enter the number from Line 1. |
(6) | Number of Full Time Employees Tax Year | L2 | <ENTER> | Enter the number from Line 2. |
(7) | Average Annual Wages | LN3 $ | <ENTER> | Enter the amount from Line 3. |
(8) | Health Insurance Premiums Paid | LN4 $ | <ENTER> | Enter the amount from Line 4. |
(9) | Premiums You Would Have Paid | LN5 $ | <ENTER> | Enter the amount from Line 5. |
(10) | Smaller office 4 or 5 | LN6 $ | ENTER | Enter the amount from Line 6. |
(11) | Multiply Line 6 by 25% | LN7 $ | ENTER | Enter the amount from Line 7. |
(12) | Amount of State Subsidies paid/tax credits | L10 $ | <ENTER> | Enter the amount from Line 10. |
(13) | If Line 12 is zero | L13 | <ENTER> | Enter the number from Line 13. |
(14) | Number of Employees you Would Have Entered on Line 2 | L14 | <ENTER> | Enter the number from Line 14. |
(15) | Add Lines 12 and 15 | L16 $ | <ENTER> | Enter the amount from Line 16. |
(16) | Cooperatives, Estates, Trusts Credit | L18 $ | <ENTER> | Enter the amount from Line 18. |
(17) | Payroll Taxes | L19 $ | <ENTER> | Enter the amount from Line 19. |
(18) | Tax Exempt Small Employers | L20 $ | <ENTER> | Enter the amount from Line 20. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "22" . |
(2) | Total of Line 9, Columns (a) through (c) | L10 $ | <ENTER> | Enter the amount from Line 10 |
(3) | Number of retained workers | L11 | <ENTER> | Enter the number from Line 11. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "23" . |
2 | Form 7207 Registration Number 1B | 1BB | <ENTER> | Enter the number from Part III, Line 1b, Column b. |
3 | Form 7207 Credit Transfer Election Amount 1B | 1BF$ | <ENTER +/-> | Enter the amount from Part III, Line 1b, Column f. |
4 | Form 7207 Credit Allowed After Passive Activity Limit 1B | 1BG$ | <ENTER> | Enter the amount from Part III, Line 1b, Column g. |
5 | Form 7207 Gross Elective Payment Election Amount 1B | 1BH$ | <ENTER> | Enter the amount from Part III, Line 1b, Column h. |
6 | Form 7207 Net Elective Payment Election Amount Line 1B Total | 1BJ$ | <ENTER> | Enter the amount from Part III, Line 1b, Column j. |
7 | Form 3468 Registration Number 1D | 1DB | <ENTER> | Enter the number from Part III, Line 1d, Column b. |
8 | Form 3468 Credit Transfer Election Amount 1D | 1DF$ | <ENTER +/-> | Enter the amount from Part III, Line 1d, Column f. |
9 | Form 3468 Credit Allowed After Passive Activity Limit | 1DG$ | <ENTER> | Enter the amount from Part III, Line 1d, Column g. |
10 | Form 3468 Gross Elective Payment Election 1D | 1DH$ | <ENTER> | Enter the amount from Part III, Line 1d, Column h. |
11 | Form 3468 Net Elective Payment Election Credit Amount 1D | 1DJ$ | <ENTER> | Enter the amount from Part III, Line 1d, Column j. |
12 | Form 8835, Part II Registration Number 1F | 1FB | <ENTER> | Enter the number from Part III, Line 1f, Column b. |
13 | Form 8835 , Part II Credit Transfer Election Amount 1F | 1FF$ | <ENTER +/-> | Enter the amount from Part III, Line 1f, Column f. |
14 | Form 8835, Part II Credit Allowed After Passive Activity Limit 1F | 1FG$ | <ENTER> | Enter the amount from Part III, Line 1f, Column g. |
15 | Form 7210 Registration Number 1G | 1GB | <ENTER> | Enter the number from Part III, Line 1g, Column b. |
16 | Form 7210 Credit Transfer Election Amount 1G | 1GF$ | <ENTER +/-> | Enter the amount from Part III, Line 1g, Column f. |
17 | Form 7210 Credit Allowed After Passive Activity Limit 1G | 1GG$ | <ENTER> | Enter the amount from Part III, Line 1g, Column g. |
18 | Form 7210 Gross Elective Payment Election 1G | 1GH$ | <ENTER> | Enter the amount from Part III, Line 1g, Column h. |
19 | Form 7210 Net Elective Payment Election Credit Amount 1G | 1GJ$ | <ENTER> | Enter the amount from Part III, Line 1g, Column j. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "24" . |
2 | Form 3468 , Part IV Registration Number 1O | 1OB$ | <ENTER> | Enter the number from Part III, Line 1o, Column b. |
3 | FILLER-SECT24-G | 1OF$ | <ENTER> | N/A |
4 | Form 3468, Part IV Credit Allowed After Passive Activity Limit 1O | 1OG$ | <ENTER> | Enter the number from Part III, Line 1o, Column g. |
5 | Form 3468, Part IV Gross Elective Payment Election 1O | 1OH$ | <ENTER> | Enter the number from Part III, Line 1o, Column h. |
6 | Form 3468, Part IV Net Elective Payment Election Credit Amount 1O | 1OJ$ | <ENTER> | Enter the number from Part III, Line 1o, Column j. |
7 | Form 7218 Registration Number 1Q | 1QB | <ENTER> | Enter the amount from Part III, Line 1q, Column b. |
8 | Form 7218 Credit Transfer Election Amount 1Q | 1QF$ | <ENTER +/-> | Enter the amount from Part III, Line 1q, Column f. |
9 | Form 7218 Credit Allowed After Passive Activity Limit 1Q | 1QG$ | <ENTER> | Enter the amount from Line 1g, Column g. |
10 | Form 7218 Gross Elective Payment Election 1Q | 1QH$ | <ENTER> | Part III, Line 1q, Column h. |
11 | Form 7218 Net Elective Payment Election Credit Amount 1Q | 1QJ$ | <ENTER> | Part III, Line 1q, Column j. |
12 | Form 8911 Registration Number 1S | 1SB | <ENTER> | Enter the number from Part III, Line 1s, Column b. |
13 | Form 8911 Credit Transfer Election Amount 1S | 1SF$ | <ENTER +/-> | Enter the amount from Part III, Line 1s, Column f. |
14 | Form 8911 Credit Allowed After Passive Activity Limit 1S | 1SG$ | <ENTER> | Enter the amount from Part III, Line 1s, Column g. |
15 | Form 8911 Gross Elective Payment Election 1S | 1SH$ | <ENTER> | Enter the amount from Part III, Line 1s, Column h. |
16 | Form 8911 Net Elective Payment Election Credit Amount 1S | 1SJI$ | <ENTER> | Enter the amount from Part III, Line 1s, Column j. |
17 | Form 7213, Part II Registration 1U | 1UB | <ENTER> | Enter the number from Part III, Line 1u, Column b. |
18 | Form 7213, Part II Credit Transfer Election Amount 1U | 1UF$ | <ENTER +/-> | Enter the amount from Part III, Line 1u, Column f. |
19 | Form 7213, Part II Credit Allowed After Passive Activity Limit 1U | 1UG$ | <ENTER> | Enter the amount from Part III, Line 1u, Column g. |
20 | Form 7213, Part II Gross Elective Payment Election 1U | 1UH$ | <ENTER> | Enter the amount from Part III, Line 1u, Column h. |
21 | Form 7213, Part II Net Elective Payment Election Credit Amount 1U | 1UJ$ | <ENTER> | Enter the amount from Part III, Line 1u, Column j. |
22 | Form 3468, Part V Registration Number 1V | 1VB | <ENTER> | Enter the number from Part III, Line 1v, Column b. |
23 | Form 3468, Part V Credit Transfer Election Amount 1V | 1VF$ | <ENTER +/-> | Enter the amount from Part III, Line 1v, Column f. |
24 | Form 3468, Part V Credit Allowed After Passive Activity Limit 1V | 1VG$ | <ENTER> | Enter the amount from Part III, Line 1v, Column g. |
25 | Form 3468, Part V Gross Elective Payment Election 1V | 1VH$ | <ENTER> | Enter the amount from Part III, Line 1v, Column h. |
26 | Form 3468, Part V Net Elective Payment Election Credit Amount 1V | 1VJ$ | <ENTER> | Enter the amount from Part III, Line 1v, Column j. |
27 | Form 8933 Registration number 1X | 1XB | <ENTER> | Enter the number from Part III, Line 1x, Column b. |
28 | Form 8933 Credit Transfer Election Amount 1X | 1XF$ | <ENTER +/-> | Enter the amount from Part III, Line 1x, Column f. |
29 | Form 8933 Credit Allowed After Passive Activity Limit 1X | 1XG$ | <ENTER> | Enter the amount from Line 1x, Column g. |
30 | Form 8933 Gross Elective Payment Election 1X | 1XH$ | <ENTER> | Enter the amount from Part III, Line 1x, Column h. |
31 | Form 8933 Net Elective Payment Election Credit Amount 1X | 1XJ$ | <ENTER> | Enter the amount from Part III, Line 1x, Column j. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "25" . |
2 | Form 8936 , Part V Registration Number 1AA | 1AAB | <ENTER> | Enter the number from Part III, Line 1aa, Column b. |
3 | Form 8936, Part V Credit Allowed After Passive Activity Limit | 1AAG | <ENTER> | Enter the amount from Part III, Line 1aa, Column g. |
4 | Form 8936, Part V Gross Elective Payment Election 1AA | 1AAH$ | <ENTER> | Enter the amount from Part III, Line 1aa, Column h. |
5 | Form 8936, Part V Net Elective Payment Election Credit Amount 1AA | 1AAJ$ | <ENTER> | Enter the amount from Part III, Line 1aa, Column j. |
6 | Form 7211, Registration Number 1GG | 1GGB | <ENTER> | Enter the amount from Part III, Line 1gg, Column b. |
7 | Form 7211 Credit Transfer Election Amount 1GG | 1GGF$ | <ENTER +/-> | Enter the amount from Part III, Line 1gg, Column f. |
8 | Form 7211 Credit Allowed After Passive Activity Limit | 1GGG$ | <ENTER> | Enter the amount from Part III, Line 1gg, Column g. |
9 | Form 7211 Gross Elective Payment Election 1GG | 1GGH$ | <ENTER> | Enter the amount from Part III, Line 1gg Column h. |
10 | Form 7211 Net Elective Payment 1GG | 1GGJ$ | <ENTER> | Enter the amount from Part III, Line 1gg Column j. |
11 | Form 3468, Part VI Registration 4A | 4AB | <ENTER> | Enter the number from Part III, Line 4a, Column b. |
12 | Form 3468, Part VI CreditTransfer Election Amount 4A | 4AF$ | <ENTER +/-> | Enter the amount from Part III, Line 4a, Column f. |
13 | Form 3468, Part VI Credit Allowed After Passive Activity Limit | 4AG$ | <ENTER> | Enter the amount from Part III, Line 4a, Column g. |
14 | Form 3468, Part VI Gross Elective Payment Election 4A | 4AH$ | <ENTER> | Enter the amount from Part III, Line 4a, Column h. |
15 | Form 3468, Part V Net Elective Payment Election Credit Amount 4A | 4AJ$ | <ENTER> | Enter the amount from Part III, Line 4a, Column j. |
16 | Form 8835, Part II Registration Number 4E | 4EB | <ENTER> | Enter the number from Part III, Line 4e, Column b. |
17 | Form 8835, Part II Credit Transfer Election Amount 4E | AEF$ | <ENTER +/-> | Enter the amount from Part III, Line 4e, Column f. |
18 | Form 8835, Part II Credit Allowed After Passive Activity Limit 4E | AEG$ | <ENTER> | Enter the amount from Part III, Line 4e, Column g. |
19 | Form 8835, Part II Gross Payment Election 4E | AEH$ | <ENTER> | Enter the amount from Part III, Line 4e, Column h. |
20 | Form 8835, Part II Net Elective Payment Election Credit Amount 4E | AEJ$ | <ENTER> | Enter the amount from Part III, Line 4e, Column j. |
21 | Part V indicator | VIND | <ENTER> | Enter 1 if any Box in Part V, column b is marked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
2 | Vehicle Identification Number (VIN) | 311VI | <ENTER> | First Schedule A, Part I, Line 2 |
3 | Placed in service date | 311DT | <ENTER> | First Schedule A, Part I, Line 3 |
4 | Tentative credit amount | 31109 | <ENTER> | First Schedule A, Part II, Line 9 |
5 | Credit amount for business use of new clean vehicle | 31111 | <ENTER> | Part II, Line 11 |
6 | Smaller of Line 15 or Line 16 | 31117 | <ENTER> | First Schedule A, Part IV, Line 17 |
7 | Smaller of Line 24 or Line 25 | 31126 | <ENTER> | First Schedule A, Part V, Line 26 |
8 | Indicator field for results of MeF check of VIN against portal | 311IN | <ENTER> | N/A |
9 | Vehicle Identification Number (VIN) | 312VI | <ENTER> | Second Schedule A, Part I, Line 2 |
10 | Placed in service date | 312DT | <ENTER> | Second Schedule A, Part I, Line 3 |
11 | Tentative credit amount | 31209 | <ENTER> | Second Schedule A, Part II, Line 9 |
12 | Credit amount for business use of new clean vehicle | 31211 | <ENTER> | Part II, Line 11 |
13 | Smaller of Line 15 or Line 16 | 31217 | <ENTER> | Second Schedule A, Part IV, Line 17 |
14 | Smaller of Line 24 or Line 25 | 31226 | <ENTER> | Second Schedule A, Part V, Line 26 |
15 | Indicator field for results of MeF check of VIN against portal | 312IN | <ENTER> | N/A |
16 | Verified field for SUM-REDCD-VIN-CR-VERIFIED-AMT | 31RDV | <ENTER> | N/A |
17 | Indicator (More than 2 Schedule A’s attached) | 313IN | <ENTER> | Second Form 8936, Schedule A, (edited bottom right margin of Page 2). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
2 | Form 7207 Recapture Net EPE Amount | 1AS$ | <ENTER> | Enter Part 1, Line 1a, Column s. |
3 | Form 7207 Excessive Payment Amount | 1AT$ | <ENTER> | Enter Part 1, Line 1a, Column t. |
4 | Form 3468, Part III Recapture Net EPE Amount | 1BS$ | <ENTER> | Enter Part 1, Line 1b, Column s. |
5 | Form 3468, Part III Excessive Payment Amount | 1BT$ | <ENTER> | Enter Part 1, Line 1b, Column t. |
6 | Form 7210 Recapture Net EPE Amount | 1CS$ | <ENTER> | Enter Part 1, Line 1c, Column s. |
7 | Form 7210 Excessive Payment Amount | 1CT$ | <ENTER> | Enter Part 1, Line 1c, Column t. |
8 | Form 3468, Part IV Recapture Net EPE Amount | 1DS$ | <ENTER> | Enter Part 1, Line 1d, Column s. |
9 | Form 3468, Part IV Excessive Payment Amount | 1DT$ | <ENTER> | Enter Part 1, Line 1d, Column t. |
10 | Form 7218 Recapture Net EPE Amount | 1ES$ | <ENTER> | Enter Part 1, Line 1e, Column s. |
11 | Form 7218 Excessive Payment Amount | 1ET$ | <ENTER> | Enter Part 1, Line 1e, Column t. |
12 | Form 7213 Recapture Net EPE Amount | 1FS$ | <ENTER> | Enter Part 1, Line 1f, Column s. |
13 | Form 7213 Excessive Payment Amount | 1FT$ | <ENTER> | Enter Part 1, Line 1f, Column t. |
14 | Form 3468, Part V Recapture Net EPE Amount | 1GS$ | <ENTER> | Enter Part 1, Line 1g, Column s. |
15 | Form 3468, Part V Excessive Payment Amount | 1GT$ | <ENTER> | Enter Part 1, Line 1g, Column t. |
16 | Form 8936, Part V Recapture Net EPE Amount | 1HS$ | <ENTER> | Enter Part 1, Line 1h, Column s. |
17 | Form 8936, Part V Excessive Payment Amount | 1HT$ | <ENTER | Enter Part i, Line 1h, Column t. |
18 | Form 7211 Recapture Net EPE Amount | 1IS$ | <ENTER> | Enter Part 1, Line 1i, Column s. |
19 | Form 7211 Excessive Payment Amount | 1IT$ | <ENTER> | Enter Part 1, Line 1i, Column t. |
20 | Form 3468, Part VI Recapture Net EPE Amount | 1JS$ | <ENTER> | Enter Part 1, Line 1j, Column s. |
21 | Form 3468, Part IV Excessive Payment Amount | 1JT$ | <ENTER> | Enter Part 1, Line 1j, Column t. |
22 | Form 8835 Recapture Net EPE Amount | 1KS$ | <ENTER> | Enter Part 1, Line 1k, Column s. |
23 | Form 8835 Excessive Payment Amount | 1KT$ | <ENTER> | Enter Part 1, Line 1k, Column t. |
24 | Form 8933 Recapture Net EPE Amount | 2AS$ | <ENTER> | Enter Part 1, Line 2a, Column s. |
25 | Form 8933 Excessive Payment Amount | 2AT$ | <ENTER> | Enter Part 1, Line 2a, Column t. |
26 | Form 8911, Part I Recapture Net EPE Amount | 2BS$ | <ENTER> | Enter Part 1, Line 2b, Column s. |
27 | Form 8911, Part I Excessive Payment Amount | 2BT$ | <ENTER> | Enter Part 1, Line 2b, Column t. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(3a) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(4) | E.I.N | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(5) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" .
|
(6) | Condition Codes | CC | <ENTER> | Enter the edited characters as shown below the OMB Number.
|
(7) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return.
|
(8) | P & I Indicator | P&I | <ENTER> | Enter the edited digit shown to the right of the EIN. |
(9) | Correspondence Code | CORC | <ENTER> | Enter the 2 edited digits shown to the right of the City and State. |
(10) | Correspondence Received Date | CRD | <ENTER> | Enter the edited digits shown to the right of the Correspondence Code. Example: 11–020600.
|
(11) | Daily Delinquency Penalty | DDP | <ENTER> | Enter the edited amount shown to the right of Part II title. |
(12) | ERS Action Code | ERS | <ENTER> | Enter the edited digits from the bottom left margin. |
(13) | CAF Indicator | CAF | <ENTER> | Enter the edited digit from the bottom right margin. |
(14) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the preparer PTIN line. |
(15) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(16) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(17) | Preparer's Telephone | PTEL | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance Amount | RMT | <ENTER> | Enter the edited amount shown in the top center margin of the return.
|
(3) | Total Income | LN9 $ | <ENTER> MINUS (-) |
Enter the amount from Part I, Line 9. |
(4) | Total Assets (BOY) | 38(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 38, Column (a). |
(5) | Total Assets (EOY) | 38(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 38, Column (b). |
(6) | Total Liabilities (BOY) | 42(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 42, Column (a). |
(7) | Total Liabilities (EOY) | 42(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 42, Column (b). |
(8) | Total Net Assets (BOY) | 45(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 45, Column (a). |
(9) | Total Net Assets (EOY) | 45(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 45, Column (b). |
(10) | Total Liabilities and Net Assets (BOY) | 46(A) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 46, Column (a). |
(11) | Total Liabilities and Net Assets (EOY) | 46(B) $ | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 46, Column (b). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section "01" always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> | Enter the last two digits of the 13–digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(3a) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(4) | E.I. Number | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(5) | Address Check | ADDRESS CHECK? | <ENTER> | ENTER "Y" or "N" as appropriate. |
(6) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38 |
(7) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38 |
(8) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the tax period edited to the right of, or underlined under, the form title.
|
(9) | In Care of Name Line | C/O NAME | <ENTER> | Enter the in care of name, if shown. |
(10) | Foreign Address | FGN ADD | <ENTER> | Enter the Foreign address, if shown.
|
(11) | Street Address | ADD | <ENTER> | Enter the street address from the address line.
|
(12) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate.
|
(13) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line. .
|
(14) | ZIP | ZIP | <ENTER> | Enter the ZIP Code.
|
(15) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter as stamped on the face of the return or edited on the dotted portion of Line 11, in MMDDYY format.
|
(16) | Condition Codes | CC | <ENTER> | Enter as shown on the dotted portion of Line 1.
|
(17) | Return Processing Code | 01RPC | <ENTER> | For 2018 and subsequent tax periods enter the edited codes on Page 1, in the right margin next to line 1. |
(18) | Tax Period Beginning | YRBEGDT | <ENTER> | Enter the tax period Beginning in MMDDYY format when edited to the left of form title area at the top of the form. |
(18) | Principal Campaign Committee | PCC | <ENTER> | Enter the edited 1, 2, or 3 from the right of "Candidates for U.S. Congress Only" line.
|
(19) | ERS Action Code | ACTCD | <ENTER> | Enter the edited digits from the bottom left margin.
|
(20) | EOMF Code | EOMF | <ENTER> | Enter the edited "1" shown in the right margin next to the Tax Year. |
(21) | Filling Field (VIN Portal Information Field) | N/A | <ENTER> | N/A |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "02" . |
(2) | Audit Code | L2 | <ENTER> | Enter from Edit Sheet, Line 2. |
(3) | CAF Indicator/Code | L3 | <ENTER> | Enter from Edit Sheet, Line 3. |
(4) | Correspondence Received Date | L5 | <ENTER> | Enter from Edit Sheet, Line 5, in MMDDYY format. (a)
|
(5) | Penalty and Interest Code | L6 | <ENTER> | Enter from Edit Sheet, Line 6. |
(6) | Missing Schedule Code | L8 | <ENTER> | Enter from Edit Sheet, Line 8. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Payment Received | RMT | <ENTER> | Enter the green edited amount shown on Line 25.
|
(3) | Dividends | L1 $ | <ENTER> MINUS (−) |
Enter the amount from Line 1. |
(4) | Taxable Interest | L2 $ | <ENTER> MINUS (−) |
Enter the amount from Line 2. |
(5) | Gross Rents | L3 $ | <ENTER> MINUS (−) |
Enter the amount from Line 3. |
(6) | Gross Royalties | L4 $ | <ENTER> MINUS (−) |
Enter the amount from Line 4. |
(7) | Capital Gain | L5 $ | <ENTER> MINUS (−) |
Enter the amount from Line 5. |
(8) | Ordinary Gain or Loss | L6 $ | <ENTER> MINUS (−) |
Enter the amount from Line 6. |
(9) | Other Income | L7 $ | <ENTER> MINUS (−) |
Enter the amount from Line 7. |
(10) | Gross Income | L8 | <ENTER> MINUS (−) ★★★★★★ |
Enter the amount from Line 8. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "04" . |
(2) | Salaries and Wages Deduction | L9 $ | <ENTER> MINUS (−) |
Enter the amount from Line 9. |
(3) | Repairs Deduction | 10 $ | <ENTER> MINUS (−) |
Enter the amount from Line 10. |
(4) | Rent Deduction | 11 $ | <ENTER> MINUS (−) |
Enter the amount from Line 11. |
(5) | Tax Deduction | 12 $ | <ENTER> MINUS (−) |
Enter the amount from Line 12. |
(6) | Interest Deduction | 13 $ | <ENTER> MINUS (−) |
Enter the amount from Line 13. |
(7) | Depreciation Deduction | 14 $ | <ENTER> MINUS (−) |
Enter the amount from Line 14. |
(8) | Other Deduction | 15 $ | <ENTER> MINUS (−) |
Enter the amount from Line 15. |
(9) | Total Deductions | 16 | <ENTER> MINUS (−) |
Enter the amount from Line 16. |
(10) | Specific Deductions | 18 $ | <ENTER> ★★★★★★ |
Enter the amount from Line 18. |
(11) | Statutory Credits | 21 | <ENTER> | Enter the amount from Line 21. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Foreign Tax Credit | 21A | <ENTER> | Enter the amount from line 21a. |
(3) | Other Credit | 21B | <ENTER> | Enter the amount from line 21b. |
(4) | General Business Credit | 21C | <ENTER> | Enter the amount from line 21c. |
(5) | Total Tax Credits | 21D | <ENTER> | Enter the amount from line 21d. |
(6) | Total Tax | 22 | <ENTER> | Enter the amount from Line 22. |
(7) | Total Overpayment and Estimated Tax Credits | 22... | <ENTER> | Enter the amount from the dotted portion of Line 22. |
(8) | Form 7004 Credits | 23A | <ENTER> | Enter the amount from Line 23a. |
(9) | Credit From Undistributed Capital Gains (2439) | 23B | <ENTER> | Enter the amount from Line 23b. |
(10) | Federal Telephone Excise Tax Paid | 23SPACE | <ENTER> | Enter the amount from the space to the right of Line 23c. |
(11) | Elective payment Election | 23D $ | <ENTER> | Enter the amount from Line 23d |
(12) | Balance Due/Overpayment | 24/25 | <ENTER> MINUS (−) ★★★★★★ |
Enter the amount as follows:
|
(13) | Discuss with Preparer Checkbox | CKBX | <ENTER> | Enter a "1" if the "Yes" box is checked.
|
(14) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(15) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN. |
(16) | Preparer's Telephone Number | TEL# | <ENTER> | Enter the Preparer's phone number. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "15. " |
(2) | Amount of Claim 1 | AMT1(D) | <ENTER> | Enter the first amount shown on Column (d). |
(3) | Credit Reference Number 1 | CRN1(E) | <ENTER> | Enter the CRN from Column (e) that correspond with the first amount entered. |
(4) | Amount of Claim 2 | AMT2(D) | <ENTER> | Enter the second amount shown on Column (d). |
(5) | Credit Reference Number 2 | CRN2(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the second amount entered. |
(6) | Amount of Claim 3 | AMT3(D) | <ENTER> | Enter the third amount shown on Column (d). |
(7) | Credit Reference Number 3 | CRN3(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the third amount entered. |
(8) | Amount of Claim 4 | AMT4(D) | <ENTER> | Enter the fourth amount shown on Column (d). |
(9) | Credit Reference Number 4 | CRN4(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fourth amount entered. |
(10) | Amount of Claim 5 | AMT5(D) | <ENTER> | Enter the fifth amount shown on Column (d). |
(11) | Credit Reference Number 5 | CRN5(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fifth amount entered. |
(12) | Amount of Claim 6 | AMT6(D) | <ENTER> | Enter the sixth amount shown on Column (d). |
(13) | Credit Reference Number 6 | CRN6(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the sixth amount entered. |
(14) | Amount of Claim 7 | AMT7(D) | <ENTER> | Enter the seventh amount shown on Column (d). |
(15) | Credit Reference Number 7 | CRN7(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the seventh amount entered. |
(16) | Amount of Claim 8 | AMT8(D) | <ENTER> | Enter the eighth amount shown on Column (d). |
(17) | Credit Reference Number 8 | CRN8(E) | <ENTER>☆ | Enter the CRN from Column (e) that corresponds with the eighth amount entered. |
(18) | Amount of Claim 9 | AMT9(D) | <ENTER> | Enter the ninth amount shown on Column (d). |
(19) | Credit Reference Number 9 | CRN9(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the ninth amount entered. |
(20) | Amount of Claim 10 | AMT10(D) | <ENTER> | Enter the tenth amount shown on Column (d). |
(21) | Credit Reference Number 10 | CRN10(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the tenth amount entered. |
(22) | Amount of Claim 11 | AMT11(D) | <ENTER> | Enter the eleventh amount shown on Column (d). |
(23) | Credit Reference Number 11 | CRN11(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the eleventh amount entered. |
(24) | Amount of Claim 12 | AMT12(D) | <ENTER> | Enter the twelfth amount shown on Column (d). |
(25) | Credit Reference Number 12 | CRN12(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the twelfth amount entered. |
(26) | Amount of Claim 13 | AMT13(D) | <ENTER> | Enter the thirteenth amount shown on Column (d). |
(27) | Credit Reference Number 13 | CRN13(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the thirteenth amount entered. |
(28) | Amount of Claim 14 | AMT14(D) | <ENTER> | Enter the fourteenth amount shown on Column (d). |
(29) | Credit Reference Number 14 | CRN14(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fourteenth amount entered. |
(30) | Amount of Claim 15 | AMT15(D) | <ENTER> | Enter the fifteenth amount shown on Column (d). |
(31) | Credit Reference Number 15 | CRN15(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the fifteenth amount entered. |
(32) | Amount of Claim 16 | AMT16(D) | <ENTER> | Enter the sixteenth amount shown on Column (d). |
(33) | Credit Reference Number 16 | CRN16(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the sixteenth amount entered. |
(34) | Amount of Claim 17 | AMT17(D) | <ENTER> | Enter the seventeenth amount shown on Column (d). |
(35) | Credit Reference Number 17 | CRN17(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the seventeenth amount entered. |
(36) | Amount of Claim 18 | AMT18(D) | <ENTER> | Enter the eighteenth amount shown on Column (d). |
(37) | Credit Reference Number 18 | CRN18(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the eighteenth amount entered. |
(38) | Amount of Claim 19 | AMT19(D) | <ENTER> | Enter the nineteenth amount shown on Column (d). |
(39) | Credit Reference Number 19 | CRN19(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the nineteenth amount entered. |
(40) | Amount of Claim 20 | AMT20(D) | <ENTER> | Enter the twentieth amount shown on Column (d). |
(41) | Credit Reference Number 20 | CRN20(E) | <ENTER> | Enter the CRN from Column (e) that corresponds with the twentieth amount entered. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "19. " |
(2) | Source of Review Year Adjustments | CKBX | <ENTER>- | Enter "1" if BBA Audit is checked. Enter "2" if AAR filing is checked. |
(3) | Total Additional Reporting Year Tax | L14 | <ENTER> | Enter the amount from Part I, Line 14. |
(4) | Total Penalties | L16 | <ENTER> | Enter the amount from Part II, Line 16. |
(5) | Total Interest | L18 | <ENTER> | Enter the amount from Part III, Line 18. |
Elem. | Data Element Name | Prompt | Fld. Term | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press ENTER if already present on the screen otherwise enter "20" . |
(2) | Tax Refund | 15D | <ENTER> | Enter the amount from Line 15d. |
(3) | Interest on Tax Refund | 15E | <ENTER> | Enter the amount from Line 15e. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "23" . |
2 | Form 7207 Registration Number 1B | 1BB | <ENTER> | Enter the number from Part III, Line 1b, Column b. |
3 | Form 7207 Credit Transfer Election Amount 1B | 1BF$ | <ENTER +/-> | Enter the amount from Part III, Line 1b, Column f. |
4 | Form 7207 Credit Allowed After Passive Activity Limit | 1BG$ | <ENTER> | Enter the amount from Part III, Line 1b, Column g. |
5 | Form 7207 Gross Elective Payment Election Amount 1B | 1BH$ | <ENTER> | Enter the amount from Part III, Line 1b, Column h. |
6 | Form 7207 Net Elective Payment Electron Amount Line 1B Total | 1BIJ$ | <ENTER> | Enter the amount from Part III, Line 1b, Column j. |
7 | Form 3468 Registration Number 1D | 1DB | <ENTER> | Enter the number from Part III, Line 1d, Column b. |
8 | Form 3468 Credit Transfer Election Amount 1D | 1DF$ | <ENTER +/-> | Enter the amount from Part III, Line 1d, Column f. |
9 | Form 3468 Credit Allowed After Passive Activity Limit | 1DG$ | <ENTER> | Enter the amount from Part III, Line 1d, Column g. |
10 | Form 3468 Gross Elective Payment Election 1D | 1DH$ | <ENTER> | Enter the amount from Part III, Line 1d, Column h. |
11 | Form 3468 Net Elective Payment Election Credit Amount 1D | 1DJ$ | <ENTER> | Enter the amount from Part III, Line 1d, Column j. |
12 | Form 8835, Part II Registration Number 1F | 1FB | <ENTER> | Enter the number from Part III, Line 1f, Column b. |
13 | Form 8835 , Part II Credit Transfer Election Amount 1F | 1FF$ | <ENTER +/-> | Enter the amount from Part III, Line 1f, Column f. |
14 | Form 8835, Part II Credit Allowed After Passive Activity Limit | 1FG$ | <ENTER> | Enter the amount from Part III, Line 1f, Column g. |
15 | Form 7210 Registration Number 1G | 1GB | <ENTER> | Enter the number from Part III, Line 1g, Column b. |
16 | Form 7210 Credit Transfer Election Amount 1G | 1GF$ | <ENTER +/-> | Enter the amount from Part III, Line 1g, Column f. |
17 | Form 7210 Credit Allowed After Passive Activity Limit | 1GG$ | <ENTER> | Enter the amount from Part III, Line 1g, Column g. |
18 | Form 7210 Gross Elective Payment Election 1G | 1GH$ | <ENTER> | Enter the amount from Part III, Line 1g, Column h. |
19 | Form 7210 Net Elective Payment Election Credit Amount 1G | 1GJ$ | <ENTER> | Enter the amount from Part III, Line 1g, Column j. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "24" . |
2 | Form 3468 , Part IV Registration Number 1O | 1OB | <ENTER> | Enter the number from Part III, Line 1o, Column b. |
3 | Form 3468, Part IV Credit Allowed After Passive Activity Limit | 1OG$ | <ENTER> | Enter the number from Part III, Line 1o, Column g. |
4 | Form 3468, Part IV Gross Elective Payment Election 1O | 1OH$ | <ENTER> | Enter the number from Part III, Line 1o, Column h. |
5 | Form 3468, Part IV Net Elective Payment Election Credit Amount 1O | 1OJ$ | <ENTER> | Enter the number from Part III, Line 1o, Column j. |
6 | Form 7218 Registration Number | 1QB | <ENTER> | Part III, Line 1q, Column b. |
7 | Form 7218 Credit Transfer Election Amount | 1QF$ | <ENTER +/-> | Part III, Line 1q, Column f. |
8 | Form 7218 Credit Allowed After Passive Activity Limit | 1QG$ | <ENTER> | Part III, Line 1q, Column g. |
9 | Form 7218 Gross Elective Payment Election | 1QH$ | <ENTER> | Part III, Line 1q, Column h. |
10 | Form 7218 Net Elective Payment Election Credit Amount | 1QJ$ | <ENTER> | Part III, Line 1q, Column j. |
11 | Form 8911 Registration Number 1S | 1SB | <ENTER> | Enter the number from Part III, Line 1s, Column b. |
12 | Form 8911 Credit Transfer Election Amount 1S | 1SF$ | <ENTER +/-> | Enter the amount from Part III, Line 1s, Column f. |
13 | Form 8911 Credit Allowed After Passive Activity Limit | 1SG$ | <ENTER> | Enter the amount from Part III, Line 1s, Column g. |
14 | Form 8911 Gross Elective Payment Election 1S | 1SH$ | <ENTER> | Enter the amount from Part III, Line 1s, Column h. |
15 | Form 8911 Net Elective Payment Election Credit Amount 1S | 1SJ$ | <ENTER> | Enter the amount from Part III, Line 1s, Column j. |
16 | Form 7213, Part II Registration Number 1U | 1UB | <ENTER> | Enter the number from Part III, Line 1u, Column b. |
17 | Form 7213 , Part II Credit Transfer Election Amount 1U | 1UF$ | <ENTER +/-> | Enter the amount from Part III, Line 1u, Column f. |
18 | Form 7213, Part II Credit Allowed After Passive Activity Limit | 1UG$ | <ENTER> | Enter the amount from Part III, Line 1u, Column g. |
19 | Form 7213, Part II Gross Payment Election 1U | 1UH$ | <ENTER> | Enter the amount from Part III, Line 1u, Column h. |
20 | Form 7213, Part II Net Elective Payment Election Credit Amount 1U | 1UJ$ | <ENTER> | Enter the amount from Part III, Line 1u, Column j. |
21 | Form 3468, Part V Registration Number 1X | 1VB | <ENTER> | Enter the number from Part III, Line 1v, Column b. |
22 | Form 3468, Part V Credit Transfer Election Amount 1V | 1VF$ | <ENTER +/-> | Enter the number from Part III, Line 1v, Column f. |
23 | Form 3468, Part V Credit Allowed After Passive Activity Limit 1V | 1VG$ | <ENTER> | Enter the number from Part III, Line 1v, Column g. |
24 | Form 3468, Part V Gross Elective Payment Election 1V | 1VH$ | <ENTER> | Enter the number from Part III, Line 1v, Column h. |
25 | Form 3468, Part V Net Elective Payment Election Credit Amount 1V | 1VJ$ | <ENTER> | Enter the number from Part III, Line 1v, Column j. |
26 | Form 8933 Registration Number 1X | 1XB | <ENTER> | Enter the number from Part III, Line 1x, Column b. |
27 | Form 8933 Credit Transfer Election Amount 1X | 1XF$ | <ENTER +/-> | Enter the amount from Part III, Line 1x, Column f. |
28 | Form 8933 Credit Allowed After Passive Activity Limit 1X | 1XG$ | <ENTER> | Enter the amount from Part III, Line 1x, Column g. |
29 | Form 8933 Gross Elective Payment Election 1X | 1XH$ | <ENTER> | Enter the amount from Part III, Line 1x, Column h. |
30 | Form 8933 Net Elective Payment Election Credit Amount 1X | 1XJ$ | <ENTER> | Enter the amount from Part III, Line 1x, Column j. |
Elem. | Data Element Name | Prompt | Fld. Term, | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "25" . |
2 | Form 8936 , Part V Registration Number 1AA | 1AAB | <ENTER> | Enter the number from Part III, Line 1aa, Column b. |
3 | Form 8936, Part V Credit Allowed After Passive Activity Limit | 1AAG | <ENTER> | Enter the amount from Part III, Line 1aa, Column g. |
4 | Form 8936, Part V Gross Elective Payment Election 1AA | 1AAH$ | <ENTER> | Enter the amount from Part III, Line 1aa, Column h. |
5 | Form 8936, Part V Net Elective Payment Election Credit Amount 1AA | 1AAJI$ | <ENTER> | Enter the amount from Part III, Line 1aa, Column j. |
6 | Form 7211, Reserved Number | 1GGB | <ENTER> | Part III, Line 1gg Column b. |
7 | Form 7211, Credit Transfer Election Amount | 1GGF | <ENTER +/-> | Part III, LIne 1gg Column f. |
8 | Form 7211, Credit Allowed After Passive Activity Limit | 1GG$ | <ENTER> | Part III, Line 1gg Column g. |
9 | Form 7211, Gross Elective Payment Election | 1GGH$ | <ENTER> | Part III, Line 1gg Column h. |
10 | Form 7211, Net Elective Payment Election Amount | 1GGJI$ | <ENTER> | Part III, Line 1gg Column j. |
11 | Form 3468, Part VI Registration Number 4A | 4AB | <ENTER> | Enter the number from Part III, Line 4a, Column b. |
12 | Form 3468 , Part IV Credit Transfer Election Amount 4A | 4AF$ | <ENTER +/-> | Enter the amount from Part III, Line 4a, Column f. |
13 | Form 3468, Part VI Credit Allowed After Passive Activity Limit | 4AG$ | <ENTER> | Enter the amount from Part III, Line 4a, Column g. |
14 | Form 3468, Part VI Gross Elective Payment Election 4A | 4AH$ | <ENTER> | Enter the amount from Part III, Line 4a, Column h. |
15 | Form 3468, Part VI Net Elective Payment Election Credit Amount 4A | 4AJ$ | <ENTER> | Enter the amount from Part III, Line 4a, Column j. |
16 | Form 8835, Part II Registration Number 4E | 4EB | <ENTER> | Enter the number from Part III, Line 4e, Column b. |
17 | Form 8835 , Part II Credit Transfer Election Amount 4E | AEF$ | <ENTER +/-> | Enter the amount from Part III, Line 4e, Column f. |
18 | Form 8835, Part II Credit Allowed After Passive Activity Limit | AEG$ | <ENTER> | Enter the amount from Part III, Line 4e, Column g. |
19 | Form 8835, Part II Gross Elective Payment Election 4E | AEH$ | <ENTER> | Enter the amount from Part III, Line 4e, Column h. |
20 | Form 8835, Part II Net Elective Payment Election Credit Amount 4E | AEJ$ | <ENTER> | Enter the amount from Part III, Line 4e, Column j. |
21 | Part V indicator | VIND | <ENTER> | Enter 1 if any Box in Part V, column b is marked. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "31" . |
2 | Vehicle Identification Number (VIN) | 311VI | <ENTER> | First Schedule A, Part I, Line 2 |
3 | Placed in service date | 311DT | <ENTER> | First Schedule A, Part I, Line 3 |
4 | Tentative credit amount | 31109 | <ENTER> | First Schedule A, Part II, Line 9 |
5 | Credit amount for business use of new clean vehicle | 31111 | <ENTER> | Part II, Line 11 |
6 | Smaller of Line 15 or Line 16 | 31117 | <ENTER> | First Schedule A, Part IV, Line 17 |
7 | Smaller of Line 24 or Line 25 | 31126 | <ENTER> | First Schedule A, Part V, Line 26 |
8 | Indicator field for results of MeF check of VIN against portal | 311IN | <ENTER> | N/A |
9 | Vehicle Identification Number (VIN) | 312VI | <ENTER> | Second Schedule A, Part I, Line 2 |
10 | Placed in service date | 312DT | <ENTER> | Second Schedule A, Part I, Line 3 |
11 | Tentative credit amount | 31209 | <ENTER> | Second Schedule A, Part II, Line 9 |
12 | Credit amount for business use of new clean vehicle | 31211 | <ENTER> | Part II, Line 11 |
13 | Smaller of Line 15 or Line 16 | 31217 | <ENTER> | Second Schedule A, Part IV, Line 17 |
14 | Smaller of Line 24 or Line 25 | 31226 | <ENTER> | Second Schedule A, Part V, Line 26 |
15 | Indicator field for results of MeF check of VIN against portal | 312IN | <ENTER> | N/A |
17 | Indicator (More than 2 Schedule A’s attached) | 313IN | <ENTER> | Second Form 8936, Schedule A, (edited bottom right margin of Page 2). |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
1 | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "35" . |
2 | Form 7207 Recapture Net EPE Amount | 1AS$ | <ENTER> | Enter Part 1, Line 1a, Column s. |
3 | Form 7207 Excessive Payment Amount | 1AT$ | <ENTER> | Enter Part 1, Line 1a, Column t. |
4 | Form 3468, Part III Recapture Net EPE Amount | 1BS$ | <ENTER> | Enter Part 1, Line 1b, Column s. |
5 | Form 3468, Part III Excessive Payment Amount | 1BT$ | <ENTER> | Enter Part 1, Line 1b, Column t. |
6 | Form 7210 Recapture Net EPE Amount | 1CS$ | <ENTER> | Enter Part 1, Line 1c, Column s. |
7 | Form 7210 Excessive Payment Amount | 1CT$ | <ENTER> | Enter Part 1, Line 1c, Column t. |
8 | Form 3468, Part IV Recapture Net EPE Amount | 1DS$ | <ENTER> | Enter Part 1, Line 1d, Column s. |
9 | Form 3468, Part IV Excessive Payment Amount | 1DT$ | <ENTER> | Enter Part 1, Line 1d, Column t. |
10 | Form 7218 Recapture Net EPE Amount | 1ES$ | <ENTER> | Enter Part 1, Line 1e, Column s. |
11 | Form 7218 Excessive Payment Amount | 1ET$ | <ENTER> | Enter Part 1, Line 1e, Column t. |
12 | Form 7213 Recapture Net EPE Amount | 1FS$ | <ENTER> | Enter Part 1, Line 1f, Column s. |
13 | Form 7213 Excessive Payment Amount | 1FT$ | <ENTER> | Enter Part 1, Line 1f, Column t. |
14 | Form 3468, Part V Recapture Net EPE Amount | 1GS$ | <ENTER> | Enter Part 1, Line 1g, Column s. |
15 | Form 3468, Part V Excessive Payment Amount | 1GT$ | <ENTER> | Enter Part 1, Line 1g, Column t. |
16 | Form 8936, Part V Recapture Net EPE Amount | 1HS$ | <ENTER> | Enter Part 1, Line 1h, Column s. |
17 | Form 8936, Part V Excessive Payment Amount | 1HT$ | <ENTER | Enter Part i, Line 1h, Column t. |
18 | Form 7211 Recapture Net EPE Amount | 1IS$ | <ENTER> | Enter Part 1, Line 1i, Column s. |
19 | Form 7211 Excessive Payment Amount | 1IT$ | <ENTER> | Enter Part 1, Line 1i, Column t. |
20 | Form 3468, Part VI Recapture Net EPE Amount | 1JS$ | <ENTER> | Enter Part 1, Line 1j, Column s. |
21 | Form 3468, Part IV Excessive Payment Amount | 1JT$ | <ENTER> | Enter Part 1, Line 1j, Column t. |
22 | Form 8835 Recapture Net EPE Amount | 1KS$ | <ENTER> | Enter Part 1, Line 1k, Column s. |
23 | Form 8835 Excessive Payment Amount | 1KT$ | <ENTER> | Enter Part 1, Line 1k, Column t. |
24 | Form 8933 Recapture Net EPE Amount | 2AS$ | <ENTER> | Enter Part 1, Line 2a, Column s. |
25 | Form 8933 Excessive Payment Amount | 2AT$ | <ENTER> | Enter Part 1, Line 2a, Column t. |
26 | Form 8911, Part I Recapture Net EPE Amount | 2BS$ | <ENTER> | Enter Part 1, Line 2b, Column s. |
27 | Form 8911, Part I Excessive Payment Amount | 2BT$ | <ENTER> | Enter Part 1, Line 2b, Column t. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3a) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(3a) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(4) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(5) | TIN Type | TIN | <ENTER> | Enter the edited 0 or 2 following the TIN. |
(6) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" .
|
(7) | Condition Codes | CC | <ENTER> | Enter the edited characters as shown to the right of the printed year.
|
(8) | Received Date | DATE | <ENTER> ★★★★★★ |
Enter the six digits for the received date in MMDDYY format from the face of the return.
|
(9) | Type Organization Code | TYPE | <ENTER> | Enter the edited digit from the Type of Annual Return box. |
(10) | Audit Indicator | A… | <ENTER> | Enter the edited digit shown on the dotted portion of Line A. |
(11) | Question A | A RT | <ENTER> | Enter a Yes or No from the yes/no box from Line A. |
(12) | Question B | B RT | <ENTER> | Enter a Yes or No from the yes/no box from Line B. |
(13) | CAF Indicator | B… | <ENTER> | Enter the edited digit shown on the dotted portion of Line B. |
(14) | Correspondence Code | 1… | <ENTER> | Enter the edited digits shown on the dotted portion of Line 1. |
(15) | Correspondence Received Date | 2… | <ENTER> | Enter the edited digits shown on the dotted portion of Line 2.
|
(16) | Penalty and Interest Code | 3… | <ENTER> | Enter the edited digit shown on the dotted portion of Line 3. |
(17) | ERS Action Codes | BOTLFMAR | <ENTER> | Enter the edited ERS Action Code. |
(18) | Signature Code | 01SIG | <ENTER> | Enter a "1" if the signature is present and "2" if it is not signed. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | Tax on Undistributed Income | LN1 | <ENTER> | Enter the amount from Part I, Line 1. |
(3) | Tax on Excess Business Holding | LN2 | <ENTER> | Enter the amount from Part I, Line 2. |
(4) | Tax on Investments that Jeopardize | LN3 | <ENTER> | Enter the amount from Part I, Line 3. |
(5) | Tax on Taxable Expenditures | LN4 | <ENTER> | Enter the amount from Part I, Line 4. |
(6) | Tax on Political Expenditures | LN5 | <ENTER> | Enter the amount from Part I, Line 5. |
(7) | Tax on Excess Lob Expenditures | LN6 | <ENTER> | Enter the amount from Part I, Line 6. |
(8) | Tax on Disqualifying Lobbying Expenditures | LN7 | <ENTER> | Enter the amount from Part I, Line 7. |
(9) | Tax on Premiums Paid... Contracts | LN8 | <ENTER> | Enter the amount from Part I, Line 8. |
(10) | Tax on Entering Prohibited Tax Shelter Transactions | LN9 | <ENTER> | Enter the amount from Part I, Line 9. |
(11) | Tax on Taxable Distributions | L10 | <ENTER> | Enter the amount from Part I, Line 10. |
(12) | Tax on Unrelated Business Taxable Income | L11 | <ENTER> | Enter the amount from Part I, Line 11. |
(13) | Tax on Failure to Meet Requirements of 501(r)(3) | L12 | <ENTER> | Enter the amount from Part I, Line 12. |
(14) | Tax on Excess Executive Compensation | L13 | <ENTER> | Enter the amount from Part I, Line 13. |
(15) | Tax on Private Colleges and Universities | L14 | <ENTER> | Enter the amount from Part I, Line 14. |
(16) | Total Tax Part I | L15 | <ENTER> | Enter the amount from Part I, Line 15. |
(17) | Organization EIN | (B) EIN | <ENTER> | Enter the EIN from Part II Column (b) |
(18) | Tax on Self-Dealing Part II, Line 1 | (1) T | <ENTER> | Enter the amount from Part II, Line 1. |
(19) | Tax on Investments that Jeopardize Part II, Line 2 | (2) T | <ENTER> | Enter the amount from Part II, Line 2. |
(20) | Tax on Taxable Expenditures Part II, Line 3 | (3) T | <ENTER> | Enter the amount from Part II, Line 3. |
(21) | Tax on Political Expenditures Part II, Line 4 | (4) T | <ENTER> | Enter the amount from Part II, Line 4. |
(22) | Tax on Disqualifying Lobbying Expenditures Part II, Line 5 | (5) T | <ENTER> | Enter the amount from Part II, Line 5. |
(23) | Tax on Excess Benefits Part II, Line 6 | (6) T | <ENTER> | Enter the amount from Part II, Line 6. |
(24) | Tax on Prohibited Tax Shelter Transactions Part II, Line 7 | (7) T | <ENTER> | Enter the amount from Part II, Line 7. |
(25) | Tax on Taxable Distributions Part II, Line 8 | (8) T | <ENTER> | Enter the amount from Part II, Line 8. |
(26) | Tax on Prohibited Benefits Part II, Line 9 | (9) T | <ENTER> | Enter the amount from Part II, Line 9. |
(27) | Total Tax Part II, Line 10 | (10) T | <ENTER> | Enter the amount from Part II, Line 10. |
(28) | Total Tax | PTIII1 | <ENTER> | Enter the amount from Part III, Line 1. |
(29) | Total Payments | PTIII2 | <ENTER> | Enter the amount from Part III, Line 2. |
(30) | Tax Due/Overpayment | PTIII3 | <ENTER> | Enter the amount from Part III, Line 3 or 4. |
(31) | Excess Grass Roots Expenditures | SCHG–1 | <ENTER> | Enter the amount from Schedule G, Line 1. |
(32) | Excess Lobbying Expenditures | G–2 | <ENTER> | Enter the amount from Schedule G, Line 2. |
(33) | Lobby Expenditures Tax | G–4 | <ENTER> | Enter the amount from Schedule G, Line 4. |
(34) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the Preparer PTIN line. |
(35) | Preparer's PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
(36) | Preparer's EIN | PEIN | <ENTER> | Enter the Preparer's EIN from the Preparer's EIN box. |
(37) | Preparer's Telephone Number | TEL# | <ENTER> | Enter the Preparer's phone number from the Preparer's phone number box. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if it is already present on the screen otherwise enter "03" . |
(2) | Remittance Amount | RMT | <ENTER> | Enter the edited amount shown in the top center margin of the return.
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | (auto) | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(5) | E.I. Number | EIN | <ENTER> ★★★★★★ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(6) | Address Check | ADDRESS CHECK? | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY | <ENTER> | See IRM 3.24.38. |
(8) | ZIP Key | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" .
|
(10) | Computer Condition Codes | CCC | <ENTER> | Enter the code(s) from the center portion of the return below the entity section. If a condition code is illegible, enter a "#" in its place. |
(11) | Received Date | RDATE | <ENTER> ★★★★★★ |
Enter the stamped or edited date in MMDDYY format from the face of the return.
|
(12) | Type of Organization Code | ORGCD | <ENTER> | Enter the number that correlates with the box 1-5 checked from the Type of Entity box marked in Item C of the entity area. |
(13) | In Care of Name Line | C/O NAME | <ENTER> | Enter the care of name, if shown. |
(14) | Foreign Address | FGN ADD | <ENTER> | Enter the foreign street address, if shown.
|
(15) | Street Address | ADDR | <ENTER> | Enter the street address from the address line.
|
(16) | City | CITY | <ENTER> | Enter the city name from the city line or Major City Code, if appropriate.
|
(17) | State | ST | <ENTER> | Enter the standard state abbreviation from the city/state line.
|
(18) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code.
|
(19) | Preparation Code | PREP | <ENTER> | Enter the edited code from the right of the Preparer PTIN line. |
(20) | Preparer PTIN | PTIN | <ENTER> | Enter the Preparer's PTIN. |
21 | Preparer EIN | PEIN | <ENTER> | Enter the Preparer's EIN from the Preparer EIN box. |
(22) | Preparer Telephone | PTEL | <ENTER> | Enter the Preparer's phone number from the Preparer's phone number box. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "02" . |
(2) | ERS Action Code | BOTLFMAR | <ENTER> | Enter the edited digits from the bottom left margin of the return.
|
(3) | Audit Code | LN2 | <ENTER> | Enter the edited digit from Line 2, Form 5800. |
(4) | CAF Code | LN3 | <ENTER> | Enter the edited digit from Line 3, Form 5800. |
(5) | Correspondence Code | LN4 | <ENTER> | Enter the edited digits from Line 4, Form 5800. |
(6) | Correspondence Received Date | LN5 | <ENTER> | Enter the edited digits from Line 5, Form 5800, in MMDDYY format.
|
(7) | Penalty and Interest Code | LN6 | <ENTER> | Enter the edited digit from Line 6, Form 5800. |
(8) | Daily Delinquency Penalty | LN7 | <ENTER> | Enter the amount from Line 7, Form 5800. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Remittance Amount | RMT | <ENTER> | Enter the edited amount shown in the margin at the top of the return.
|
(3) | Fair Market Value | BOXC $ | <ENTER> MINUS (−) |
Enter the amount from Box D. |
(4) | Gross Income | BOXD $ | <ENTER> MINUS (−) |
Enter the amount from Box E. |
(5) | Total Ordinary Income | LN8 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 8. |
(6) | Total Capital Gain (loss) | L13 $ | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 13. |
(7) | Total Deductions | L22 $B | <ENTER> MINUS (−) |
Enter the amount from Part I, Line 22. |
(8) | Total Distributions of Principal | PTIII1 $ | <ENTER> MINUS (−) |
Enter the amount This is a dollar field only from Form 5227, Part III, Section A, Line 4. |
(9) | Total Distributions of Income | PTIII9 $ | <ENTER> MINUS (−) |
Enter the amount This is a dollar field only from Form 5227, Part III, Section B, Line 9. |
(10) | Total Assets (EOY) | PTIV13B | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 13, Column (b). |
(11) | Total Assets (FMV) | PTIV13C | <ENTER> MINUS (-) |
Enter the amount from Part IV, Line 13, Column (c). |
(12) | Total Liabilities (EOY) | PTIV 19B | <ENTER> MINUS (−) |
Enter the amount from Part IV, Line 19, Column (b). |
(13) | Total Annual Annuity | PTIV23B | <ENTER> MINUS (−) |
Enter the amount from Part V, Line 1b. |
(14) | NICRUT | PTVL2 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 1. |
(15) | NIMCRUT | PTVL3 | <ENTER> | Enter a yes or no from the yes/no box from Part VI, Line 2 |
(16) | Unitrust Amount | PTVL5B | <ENTER> MINUS (−) |
Enter the amount from Part VI, Line 4b. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "04" . |
(2) | Engage in the Sale? | PTVIIA1 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(1). |
(3) | Borrow Money from? | PTVIIA2 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(2). |
(4) | Furnish Goods? | PTVIIA3 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(3). |
(5) | Pay Compensation? | PTVIIA4 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(4). |
(6) | Transfer any of your Income? | PTVIIA5 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(5). |
(7) | Agree to Pay Money? | PTVIIA6 | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1a(6). |
(8) | Fail to Qualify Under Exceptions? | PTVIIIB | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1b. |
(9) | Engage in Prior Year? | PTVIIIC | <ENTER> | Enter a yes or no from the yes/no box from Part VIII, Line 1d. |
(10) | Income Interest Expired? | PTIX1 | <ENTER> | Enter a "1" if the box in Part IX, Line 1 is checked. |
(11) | Making an Election Under Regulation | PTIXI2 | <ENTER> | Enter a yes or no from the yes/no box from Part IX, Section D, Line 12. |
(12) | Initial Return | PTIXI3 | <ENTER> | Enter a yes or no from the yes/no box from Part IX, Section D, Line13. |
(13) | Trust Instrument Amended? | PTIXI4 | <ENTER> | Enter a yes or no from the yes/no box from Part IX, Section D, Line 14. |
(14) | Final Distributions Made? | D15a | <ENTER> | Enter a yes or no from the yes/no box from Part IX, Section D, Line 15a. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "05" . |
(2) | Accum. Dist. from Ordinary Excluded Income | 2B(A)1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (a) ordinary excluded income.
|
(3) | Distributions from Ordinary Accumulated NII Income | 2B(A)2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (a), ordinary accumulated NII income.
|
(4) | Dist. from Capital Gain Excluded Income | 2B(B)1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (b) capital gain excluded income.
|
(5) | Distributions form Capital Gain Accumulated NII Income | 2B(B)2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (b), capital gain accumulated NII income.
|
(6) | Distributions from Nontaxable Excluded Income | 2B(C)1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (c), nontaxable excluded income.
|
(7) | Distributions from Nontaxable Accumulated NII Income | 2B(C)2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 2b, Column (c), nontaxable accumulated NII income.
|
(8) | Undist. Excluded Ordinary Income | 3(A)1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (a) ordinary excluded income.
|
(9) | Undistributed Accumulated NII Ordinary Income | 3A2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (a), accumulated NII income.
|
(10) | Undist. Capital Gains Excluded Income | 3(B)1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (b), capital gains excluded income.
|
(11) | Undistributed Capital Gains Accumulated NII Income | 3B2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (b), capital gains accumulated NII income.
|
(12) | Undistributed Nontaxable Excluded Income | 3C1 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (c), nontaxable excluded income.
|
(13) | Undistributed Nontaxable Accumulated NII Income | 3C2 $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part I, Line 3, Column (c), nontaxable accumulated NII income.
|
(14) | Simplified Net Investment Income Current Year | L4B $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (b), current year NII. |
(15) | Simplified Net Investment Income Distributions | L4C $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (c), distributions. |
(16) | Simplified Net Investment Ending NII | L4D $ | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part II, Line 1, Column (d), ending NII. |
(17) | Additional Assets Contributed | LV1 | <ENTER> | Enter a yes or no from the yes/no box from Schedule A, Part V, Line 1. |
(18) | Total Fair Market Value of Assets | LV4C | <ENTER> MINUS (-) |
Enter the amount from Schedule A, Part V, Line 4, total. |
(19) | Early Termination Agreement Signed? | LV5 | <ENTER> | Enter a yes or no from the yes/no box from Schedule A, Part V, Line 5. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Press <ENTER> if already present on the screen otherwise enter "13. " |
(2) | Part IV Qualified Business Income | L5/L27 | <ENTER> | Enter the amount from Line 5 or Line 27 as follows:
|
(3) | Part IV REIT/PTP Component | L9/L31 | <ENTER> | Enter the amount from Line 9 or Line 31 as follows:
|
(4) | Part IV Net Capital Gains | L12/L34 | <ENTER> | Enter the amount from line 12 or line 34 as follows:
|
(5) | Part IV Domestic Production Activities Section 199A(g) | L38 | <ENTER> | Enter the amount from Form 8995-A Part IV line 38. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section "01" always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> | Enter the last two digits of the 13-digit DLN from the upper portion of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(4) | Name Control | NC | <ENTER> | If the Check Digit isn't present, enter the Name Control.
|
(5) | E.I.N. | EIN | <ENTER> ☆☆☆☆☆☆ |
Enter the E.I. Number from the preprinted label or from E.I. Number block.
|
(6) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the Tax Period edited or underlined under "title of form" .
|
(7) | Condition Code | CC | <ENTER> | Enter the edited code as shown in the upper right corner of the return.
|
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section "01" always generates. No entry required. |
(2) | Serial Number | SER# | <ENTER> | Enter the last 2 digits of the 13 digit DLN from the DLN box, upper right margin or top center margin of the form.
|
(3) | Name Control | NC | <ENTER> | Enter the Name Control as follows:
|
(4) | EIN | TIN | Auto | Enter the 9 digit number from the area labeled "EIN" , or "Employer Identification Number" on the form.
|
(5) | MFT Code | MFT | <ENTER> | Enter the MFT Code as follows:
|
(6) | Report/Plan Number | RPT# | <ENTER> | Enter the edited 3 digit code shown to the right of the MFT Code.
|
(7) | Tax Period | TAXPR | <ENTER> | Enter the four digits in YYMM format.
|
(8) | Transaction Code | CODE | <ENTER> | Enter the three digit Transaction Code from Line 1 or 2 left margin.
|
(9) | Transaction Date | DATE | <ENTER> | Enter the digits from "Date Received" or "Date" in MMDDYY format.
|
(10) | Extension to Date | EXT DATE | <ENTER> |
|
(11) | EO Group Code | EOGRP | <ENTER> | Enter the digit "7" or "8" shown in the right middle margin of the two dots.
|
(12) | Lobby Year Code | LOB YR | <ENTER> | Enter the 2 digits underlined on dotted portion of Line 1 or 2 in YY format.
|
(13) | Account Number (TIN) Prefix | ANP | <ENTER> | Enter the edited zero (0) if present, following the TIN. |
(14) | ERS Action Code | ERSCD | <ENTER> | Enter the ERS Action Code edited on the bottom left margin of the return. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | Section "01" always generates. No entry required. |
(2) | DLN Serial Number | SER# | <ENTER> | Enter the last 2 digits of the 13-digit DLN from the DLN box, upper right margin or top center margin of the form.
|
(3) | Check Digit | CD | <ENTER> | Enter the Check Digit if present.
|
(4) | Name Control | NC | <ENTER> | If a Check Digit isn't present, enter the Name Control as follows:
|
(5) | EIN | EIN | <ENTER> | Enter the 9-digit number from the area labeled "EIN" , or "Employer Identification Number" on the form.
|
(6) | Address Check | ADDRESS CHECK | <ENTER> | Enter "Y" or "N" as appropriate. |
(7) | Street Key | STREET KEY# | <ENTER> | See IRM 3.24.28. |
(8) | ZIP KEY | ZIP KEY | <ENTER> | See IRM 3.24.38. |
(9) | Tax Period | TAXPR | <ENTER> | Enter in YYMM format the edited digits to the left of the OMB Number.
|
(10) | Condition Codes | CCC | <ENTER> | Enter the edited codes shown on Line B.
|
(11) | Received Date | RDATE | <ENTER> | Enter in MMDDYY format.
|
(12) | Correspondence Indicator | COR | <ENTER> | Enter the edited digits to the right of the City/State line. |
(13) | Correspondence Received Date | CRD | <ENTER> | Enter the edited digits to the right of the Correspondence Indicator. |
(14) | ERS Action Code | ERS | <ENTER> | Enter the edited digits in the lower left margin of the form. |
(15) | Audit Code | AUD | <ENTER> | Enter from the bottom right margin of the form. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "02" . |
(2) | Street Address | ADD# | <ENTER> | Enter the street address from the address line - Line 2.
|
(3) | Second/Foreign Address | ADD2 | <ENTER> | Enter the second/foreign street address, if shown.
|
(4) | City | CITY | <ENTER> | Enter the city name from the city line, or Major City Code, if appropriate. |
(5) | State | ST | <ENTER> |
|
(6) | ZIP Code | ZIP | <ENTER> | Enter the ZIP Code. |
Elem. | Data Element Name | Prompt | Fld. Term. | Instructions |
---|---|---|---|---|
(1) | Section Number | SECT: | <ENTER> | <ENTER> if already present on the screen otherwise enter "03" . |
(2) | Type of Report | LN8# | <ENTER> | Enter the digit edited to the right of Line 8.
|
(3) | Amount of Reported Contributions | LN9 $ | <ENTER> | Enter amount shown on Line 9. |
(4) | Amount of Reported Expenditures | L10 $ | <ENTER> | Enter amount shown on Line 10. |