Officer Information > Allocation of Compensation tab (990)

Use this tab to enter information on compensation for Form 990, Parts III and IX; Form 990-EZ, Parts I and III; and Form 990-PF, Part I, as well as any additional information.

Functional Expense & Program Service Accomplishments

Functional expense allocation: Total / Program service
Enter the amount of compensation allocated to program service expenses if the organization's expenses are calculated on a functional basis. If the organization's expenses are not reported on a functional basis, enter total compensation instead. This information transfers to Form 990, Part IX or Form 990-EZ, Part I.
Functional expense allocation: Management & general / Fundraising
Enter the amount of compensation allocated if the organization's expenses are calculated on a functional basis. If the organization’s expenses are not calculated on a functional basis, enter total compensation in
Total / Program Service
instead. This information transfers to Form 990, Part IX or Form 990-EZ, Part I.
Program service accomplishments: First / Second / Third / Other
Enter the amount of compensation to assign to each of the various program service accomplishments. This information transfers to Form 990, Part III or Form 990-EZ, Part III

Income Allocation (990-PF)

Net Investment / Adjusted Net / Charitable purpose
Enter the amount of compensation desired for allocation of net investment income, adjusted net income, and disbursements for charitable purposes. This information transfers to Form 990-PF, Part I. These boxes are not applicable to Form 990 or Form 990-EZ (990E) returns.
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