Upload 990 Data

Upload spreadsheet or 990 PDF

PDF and full XLSX: EIN and tax year are read from the filing when omitted. Schedule-G-only CSV still needs an Organization row or EIN + tax year below.

File is stored in the csv-uploads bucket and parsed immediately.

Expected schema

XLSX (multi-sheet)
  • Organization: ein, name, tax_year, fye_month, fye_day, address_street, address_city, address_state, address_zip
  • Financials: total_revenue, total_contributions, government_grants, professional_fundraising_fees, total_fundraising_expenses, advertising_and_promotion
  • ScheduleG: fundraiser_name, fundraiser_address, activity_description, gross_receipts, amount_paid_to_fundraiser, amount_retained_by_org
  • Contractors: contractor_name, contractor_address, services_description, compensation
CSV (Schedule G only)

Schedule G Part I rows. Headers as above. EIN + tax year are required as form fields.

PDF (Form 990)

Official IRS-style PDF exports. EIN and tax year can be left blank; Claude reads them from the filing. Add tax year if year-end is ambiguous or text is poor.

Column names are case-insensitive. Spaces and dashes are normalized to underscores.