EON WebBased NTEE Classification Tool - PowerPoint PPT Presentation

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EON WebBased NTEE Classification Tool

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... Tool shows all the information needed to classify most organizations ... change (including the date, the user, and the old and new values) is added to ... – PowerPoint PPT presentation

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Title: EON WebBased NTEE Classification Tool


1
EON Web-Based NTEE Classification Tool
2
Online NTEE Search makes finding the right code
easy
Type in a keyword like blind and see all codes
that make reference to it. The keyword is
highlighted in red.
3
EON Online Classification Tool
Authorized researchers can help us verify
classifications
4
EON Online Classification Tool shows all the
information needed to classify most organizations
5
Using EON Create a Filter
  • You can filter on almost anything. The filter
    can be based on the following info
  • Org. name, ein, state
  • Current, draft, or auto-coded NTEE
  • Date when last 990 filed, last gross receipts or
    total assets reported on 990
  • Org. purpose (from Part 3)
  • Pull from master list of 800,000 organizations
    or limit to those with Part 3 purposes

6
EON Information for Classifying
  • Org. name
  • IRS Activity Codes
  • Current, draft, and auto-coded NTEEs
  • Org. purpose and program service
    accomplishments from Part 3 of the 990 and
    990-EZ
  • Gross receipts
  • Program service revenue Operating organizations
    such as hospitals or theaters always have, but
    supporting orgs dont

7
EON Information for Classifying (2)
  • Quick Links to Google, Foundation Center,
    GuideStar and the NCCS NTEE Search Tool

8
EON What to Enter
  • If the current NTEE is accurate, simply enter A
    or B in the NTEE field. This value will
    automatically be added as the confidence level an
    the code will stay the same.
  • You can also enter a full NTEE code and
    confidence level (A, B, or C)
  • For every edit, a description of the change
    (including the date, the user, and the old and
    new values) is added to the NOTES field for the
    record.
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