Extract data from Form 990
Unstract reads Form 990, 990-EZ, 990-PF and 990-T returns, whether e-filed PDFs or scanned public copies, and sends revenue, expenses, officer pay and grants paid as checked data to your grants management system.
renewal: check vs 2024 990 + budget
Form 990 (2025) · Page 1
{ "form": "Form 990", "tax_year": 2025, "organization": "Riverbend Literacy Alliance", "ein": "**-***3307", "total_revenue": 2207670, "grants_paid": 214000, "total_expenses": 2055455, "revenue_less_expenses": 152215, "net_assets_eoy": 1638545, "confidence": 0.94}
Trusted by tax and accounting teams around the globe
Grantees send their 990 in whatever form they have on hand
A program officer asks for the latest return and gets a file the grants team still has to read line by line. These are the usual shapes.
Public copies printed, signed and scanned back in
The same figure on a different line in each version of the return
Reviewer notes written over last year's copy
The return and every schedule in a single 80-page file
A 990-PF grants list attached as a free-form statement
Staff copy revenue, expenses and officer pay into a review sheet by hand, so a renewal waits weeks before anyone weighs the grantee's finances.
Unstract reads each 990 and its schedules, pulls the lines you name, compares them with last year's return and the grant application, and records the result for review.
Parse, extract and automate the 990s behind every grant decision
Three products sit behind this page. Start with reading returns, then add extraction and the full due-diligence run when your grant cycle calls for them.
Parse Form 990 returns into text that keeps every Part and line number
LLMWhisperer reads e-filed PDFs, public-database printouts and scanned copies of Form 990 with the page layout intact. Line 12 stays beside its amount, the Part VII compensation table keeps its columns, and the tax-exempt status boxes keep their marks.
Pass the text to an LLM of your choice, or use it as the opening step of a longer review.
Learn more about LLMWhispererGet structured data from Form 990, 990-PF and their schedules
Name the lines and schedules you track, and Document Studio returns every 990 as one JSON record, whether the grantee filed the full return, the 990-EZ or a 990-PF. Schedule A support figures, Schedule I grants and the Part VII compensation table come back as linked records. A figure that moved sharply from last year, or that disagrees with the grant application, arrives flagged.
Deploy it as an API or an ETL pipeline, or run it inside a larger due-diligence workflow.
Learn more about Document StudioRun grantee 990 review from the request to the grant record
Describe how your team reviews a grantee's Form 990 in plain English, and Flow's agents build the workflow: returns collected from grantee uploads or pulled from public filings, each one read with its schedules, compared with the prior year and the grant application, and the figures recorded in your grants management system or due-diligence file. You approve the workflow once, and every grantee goes through it the same way.
It pauses for a program officer only where you set a rule: revenue or net assets that swing past your threshold, officer pay that jumped, a schedule that should be there and is missing, or a line the model read with low confidence.
Learn more about FlowRead one 990 today. Automate the grant cycle's reviews next.
Start for free to parse and extract returns you already hold. Automating grantee review begins with a consultation.
Every version of the 990, with the schedules filed behind it
Documents
- Form 990 Return of Organization Exempt From Income Tax
- Form 990-EZ Short form return
- Form 990-PF Return of private foundation
- Form 990-T Exempt organization business income tax return
- Form 990-N e-Postcard confirmations
- Schedule A Public charity status and public support
- Schedule B Schedule of contributors
- Schedule C Political and lobbying activities
- Schedule D Supplemental financial statements
- Schedule F Activities outside the United States
- Schedule G Fundraising and gaming
- Schedule I Grants to domestic organizations and individuals
- Schedule J Compensation information
- Schedule L Transactions with interested persons
- Schedule O Supplemental information
- Schedule R Related organizations
- 990-PF grants paid and approved for future payment
- Amended and prior-year 990 returns
Fields captured
Built for the people who fund and review nonprofits
Each applicant's last three 990s read before the committee meets, with revenue swings and officer pay changes already marked.
Client returns tied back to the audited statements and the trial balance, so Part I differences surface before the 990 is signed.
Thousands of public filings turned into comparable records, ready for program ratios and compensation benchmarks.
Charities recommended by donors checked for status and recent filings before a grant leaves the fund.
Less copying from returns, more time weighing the grantee
Public returns, private donor lists, kept apart
Most of a Form 990 is public by law. A public charity's Schedule B is the exception: the copy filed with the IRS names major donors and their gifts, and the public copy leaves those names out. A grantee that sends its filed copy hands over donor identities it never had to disclose, and those names must not reach a shared report or a ratings database.
- Files are encrypted while they move and while they are stored.
- Grantee returns and donor schedules never train any model.
- Extraction returns only the fields you name, so donor names on a filed Schedule B can stay out of the record entirely.
- Access by role: only named reviewers open a filed copy, and each correction is logged against the return.
- Retention and hosting you choose, including self-hosted processing for foundations that keep grantee files in-house.
What funders and reviewers ask before they start
Yes. 990-PF data extraction covers Part XIV grants paid and approved for future payment, including the attached statements foundations use when the list runs long. Each grant comes back as its own row with recipient, purpose and amount, and the rows are totalled against the figure on the return.
Extract Part VII and Schedule J from each year's return into the same record shape. Officers, titles, reportable pay and other compensation then line up by person and year, and a change past your threshold comes back flagged.
Yes. LLMWhisperer reads skewed scans, faxed copies and printouts from public databases, and keeps each amount on its Part and line. A value read with low confidence goes to a reviewer with the page beside it.
A record you can compare, not a block of text. A useful 990 data extractor reads every version of the return without a template, checks Part I totals against the lines that build them, and delivers into the grants or research system your team already uses.
Yes. Nonprofit tax return extraction here covers Form 990, the 990-EZ short form, the 990-PF for private foundations and the 990-T for unrelated business income. Each maps into one schema, so a small grantee filing the EZ compares cleanly with a large one filing the full return.
Yes. Schedule A Part II or III comes back with each year's support figures and the public support percentage, so a reviewer can confirm a grantee still qualifies as a public charity.
You decide. Extraction returns only the fields you define, so a filed Schedule B can be read for totals while donor names and addresses stay out of the record.
Yes. Document Studio deploys an API endpoint for the 990: send a return and receive the record as JSON. The same extraction runs as an ETL pipeline over a folder or S3 bucket of downloaded filings.
Yes. Describe the review and Flow's agents build it: collect the return, read it, check it against last year and the application, and record the result. You approve the workflow first, and it stops for a program officer only at the points you chose.
Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. Returns are encrypted, never used for training and deleted on your schedule, and self-hosted options are available; details are in the Trust Center.
Bring this cycle's grantee 990s to the consultation
Full returns, 990-EZs and private foundation 990-PFs with their schedules. We run them live and show every figure, comparison and flag.