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File - National Center for Charitable Statistics - Urban Institute

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The NCCS<br />

State Charity Office<br />

Database System<br />

• Uses Microsoft SQL Server and Microsoft Access<br />

• Used by Massachusetts and Illinois state charity offices<br />

• Customized to meet state needs<br />

The <strong>National</strong> <strong>Center</strong> <strong>for</strong> <strong>Charitable</strong> <strong>Statistics</strong><br />

(NCCS)<br />

NCCS – the national clearinghouse <strong>for</strong> data on the<br />

nonprofit sector and a part of the nonprofit <strong>Urban</strong><br />

<strong>Institute</strong> – has worked closely with the IRS and state<br />

charity officials <strong>for</strong> more than 2 decades to improve data<br />

on the nonprofit sector. We are a repository of IRS Form<br />

990 data and a leader in the development of electronic<br />

filing <strong>for</strong> nonprofit organizations.<br />

http://nccs.urban.org<br />

http://efile.<strong>for</strong>m990.org<br />

(Our free e-filing service <strong>for</strong> nonprofits)<br />

1


Security <strong>for</strong> use in a<br />

multi-user<br />

environment<br />

The Main Menu<br />

Key Features<br />

• Menu-driven<br />

• Customizable<br />

• Standard<br />

Microsoft Access<br />

front-end<br />

• Microsoft SQL<br />

Server or Access<br />

back-end<br />

Easily Find the Charity or Charities You Want<br />

2


The Main Organization Screen Link to other<br />

screens<br />

Track Edits to Main Organizational Record<br />

3


The Fees Screen<br />

All “Child” Screens (Fees, Payments, Actions, etc.)<br />

• Use similar user interface<br />

• Maintain complete history of activities and transactions<br />

• Allow <strong>for</strong> an unlimited number of “child” records<br />

The Actions/Org. History Screen<br />

4


The Payments Screen<br />

Investigations & Litigation Screen<br />

5


Associated Organizations Screen<br />

Easily Create Mailing Labels<br />

6


Easily Mail Merge Letters or Notices<br />

Summarize & Analyze 990 Data<br />

7


Flexible Tools <strong>for</strong> Identifying Problem Returns<br />

Create Your Own Custom Audit Tests<br />

8


Show Results from the Audit Test<br />

Simple Tools <strong>for</strong> Handling Routine Tasks<br />

Every Two Weeks...<br />

The “Routines Menu”<br />

9


Utilities <strong>for</strong> Updating the System<br />

Summary:<br />

A Flexible Plat<strong>for</strong>m <strong>for</strong> E-Filing & Web-Integration<br />

• Microsoft products are XML-ready <strong>for</strong> easy integration<br />

with IRS & NASCOnet e-filing systems.<br />

• Microsoft SQL Server widely supported by state<br />

governments & programmers easy to find<br />

• Reports and other standard Microsoft Access features<br />

can be readily customized by authorized charity office<br />

staff with knowledge of Access.<br />

10

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