Part VII, Sorting

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Note: Please make sure to select a Position for all individuals in the return.

990 Tracker follows the IRS instructions for sorting Part VII: "List the persons required to be included in Part VII, Section A, in order from highest to lowest compensation based on the sum of columns (D), (E), and (F) for each person. When the amount of total compensation is the same, list the persons in the following order: individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons."

Users can manually sort any of the entries reported in Form 990, Part VII. To the far right of each record, there is a "sort order" field. A user can assign the numbering order that they want the records to appear in, and then click "sort" at the top of the table. This will rearrange the ordering as the user has dictated to the system. Remember to save after using the "sort" feature.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

Related to

• Form 990
• Part VII

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