Commit Graph

2 Commits

Author SHA1 Message Date
Chris Chen b51f22cfba docs: expand 990 expense-line catalog and add categories to cover gaps
Add 990 lines 5/8/11b/11c/20 to the catalog and new natural categories
(Personnel officer comp + pension, Missions foreign support, Printing
advertising, plus Professional Services / Information Technology /
Finance & Banking groups) so the category tree covers the common Part IX
lines instead of dumping uncovered lines into 24.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 18:30:49 -07:00
Chris Chen 764464e785 docs: spec for sub-project A — expense 990 functional expenses (Part IX)
Audit-readiness at Form 990 Part IX level: functional class (Program/M&G/
Fundraising) via Ministry default + per-expense override, Form990ExpenseLine
catalog + subcategory/group mapping, duplicate-category cleanup, and the
Part IX functional-expense matrix report. 1099 (B) and revenue Part VIII (C)
are separate specs.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 18:24:17 -07:00