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Use caseUC0121

Catch unsupported figures in a nonprofit's tax return

Every schedule in an annual return is assembled from ledgers, grant records and board minutes, and an officer has to sign it. This app checks whether each figure is actually backed by those records, not just arithmetically correct.

For the return preparerCross-domain · Nonprofits & Foundations

Why it matters

Today's manual process, and the same job with the app

Whoever assembles a nonprofit's annual information return from its ledgers, grants and board records.

✕Today's manual process

1Read every record: ledgers, grant files, board minutes and payroll, line by line.
2Check the arithmetic manually, footing each schedule and tying it to the ledger.
3Judge what's missing from memory, hoping every board decision was caught.
4One figure slips through, and an unsupported number goes into a filed public document.
Every schedule checked line by line manually.

✓With the app

1Every record is read, ledger, grants, minutes and payroll together.
2The arithmetic is confirmed in seconds, so the check never has to be redone.
3Each figure is matched against what the records actually say, not just the total.
4A review position comes back, naming the line, the amount and whether to hold.
Every figure checked against its own record.

See it work

One real case: what the app found, step by step

Nettlebed Disability Advocates' grants schedule ties to the cent, but omits a $19,500 arrangement the board minutes disclose.

Catch unsupported figures in a nonprofit's tax returnReference appBuilt to be shaped to your process
  1. 1The verdict Understated: the records show something this figure leaves out.
  2. 2What went wrong A board-approved arrangement was never entered on the schedule.
  3. 3Which line Line L-03, in the grants and assistance schedule.
  4. 4How much $19,500 with no record in the file behind it.
  5. 5The outcome Hold the filing. An officer must not sign it yet.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
119 of 120schedules judged correctlymeasured in 06 Evals →
50 of 50clean-looking schedules still caught as unsupportedmeasured in 06 Evals →
120 of 120correct line named every timemeasured in 06 Evals →
66¢to check all 120 schedulesmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour materiality threshold, disclosure policy and what counts as a supported figure.
Your recordsYour own ledger, grant files, board minutes and payroll, in the formats you keep them.
Your systemsConnects to your accounting system and document store; nothing it reads ever leaves your environment.
Your screensThe schedule types, line labels and layout your own preparers already use.

Want this for your team?

Talk to us

We can run this on your own return and records, inside your environment.

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