US Form 990 Nonprofit

Map your nonprofit ledger to IRS Form 990 Part VIII revenue and Part IX functional-expense lines with program / management & general / fundraising allocation and CSV export

Key Features

Program services, Management & general, and Fundraising

Program services, Management & general, and Fundraising - so your preparer can fill the Statement of Functional Expenses (Part IX) and the

Statement of Revenue (Part VIII) without rebuilding the

Statement of Revenue (Part VIII) without rebuilding the allocation by hand every year.

Account -> 990 line mapping

Map every income and expense account to a Form 990 Part VIII (revenue) or Part IX (expense) line. Seeded with the full set of standard 990 lines so you only assign accounts.

Functional-expense allocation per account using any of

Functional-expense allocation per account using any of:

100% Program services

100% Management & general

100% Fundraising

Percentage split across the three columns (validated to

Percentage split across the three columns (validated to total 100%)

Analytic-driven split, distributing each posted line by its

Analytic-driven split, distributing each posted line by its analytic distribution to functions you map once.

Cumulative-target rounding so the three columns always re-su

Cumulative-target rounding so the three columns always re-sum exactly to the line total - no stray cents.

Part VIII / Part IX worksheet builder from

Part VIII / Part IX worksheet builder from posted journal entries for a fiscal year, with the natural-expense-by-function matrix (Statement of Functional Expenses).

Prior-year column by linking last year's worksheet for

Prior-year column by linking last year's worksheet for side-by-side comparison.

CSV export of the full worksheet (Part VIII

CSV export of the full worksheet (Part VIII and Part IX, all columns) that the preparer uses directly.

Coverage check that flags posted income/expense accounts tha

Coverage check that flags posted income/expense accounts that are not yet mapped, so nothing is silently dropped from the return.

Run wizard to build a worksheet for any

Run wizard to build a worksheet for any fiscal year in one click.

Screenshots

Account Mappings

Form 990 Lines

Form 990 Worksheets

Why Choose This Module

Why this module Functional-expense allocation is the single most tedious part of preparing a 990. Most nonprofits do it in a spreadsheet that drifts away from the books. This module keeps the mapping inside Odoo, pulls the real posted amounts from account.move.line for the fiscal year you choose, applies your allocation policy, and produces a clean worksheet plus a CSV your preparer can import.

Specifications

Compatible: Odoo 18.0 / 19.0
License: OPL-1
Languages: English
Author: Pokutsoft
Dependencies: account
Support: support@pokutsoft.com

Update date: 2026-07-02