Defaults-Categories

The delivered categories in Defaults match the list of categories outlined in A Guide for Planning and Reporting Community Benefit and the IRS Form 990 Schedule H.   The recommendations for how services should be categorized aids in the consistency of reporting community benefit and helps to define what should and should not be counted in the quantitative report.  To order a copy of the Guide, visit CHA's website.
The main category groups are: A-Community Health Improvement Services, B-Health Professions Education, C-Subsidized Health Services, D-Research, E-Cash and In-Kind Contributions, F-Community Building Activities, and G-Community Benefit Operations.  To see a complete list of the categories and recommendations about what to count and what not to count, refer to Community Benefit Categories and Definitions from the Guide.  Also refer to the IRS instructions for additional information/clarification.

To Add/Edit/Set Defaults for Categories:

Choose Options then Edit Defaults (top right hand side of screen)

Choose the Categories tab 

To Add a Main Category Group:

Highlight the "Categories" title and click Add

Enter an Alpha character (capital letter) not already used.  Standard letters already in use (delivered with the program) are A-G and N (for Non-Community Benefit).

Type in the main category group title

Designate by checking the appropriate box whether or not costs associated with this category will be considered a community benefit (as opposed to a non-community benefit) program.  If your facility is a member of a Rollup Association™ program, and the category will NOT be counted as community benefit by you, but will need to be included in the data snapshot to your association, check the State Category box.

Choose Save to add the new Category Group

To Add a Category:

Highlight the Main Category Group title and click Add

Type in a numeric code and a descriptive title for the new Category

To make the Category the Default for adding new Programs, check the Default box

Choose Save to save your changes

If you are adding a category to a main category group that has programs tied to it, ALL programs will automatically be moved to the NEW category.  You may then add additional categories.  After all of the categories have been added, then edit each of the programs once tied to the initial category group. 

To Add a Sub-Category (Optional): 

Highlight the Category title and click Add

Type in an Alpha character (lower case letter) and a descriptive title for the new Sub-Category

To make the Sub-Category the Default for adding new Programs, check the Default box

Choose Save to save your changes

If you are adding a Sub-Category to a Category that has programs tied to it, ALL programs will automatically be moved to the NEW sub-category.  You may then add additional sub-categories.  After all of the sub-categories have been added, then edit each of the programs once tied to the initial category. 

To Edit any Category level: 

Highlight the Main Category Group, Category or Sub-Category you wish to edit.  If you are editing a main category group used in IRS 990H reporting (A, B, C, D, E, F, or G) you will receive a warning message.

Choose Edit and make changes as needed

Choose Save to save your changes

It is strongly recommended that you do not edit or alter in any way the delivered A1-G3 Categories.  Changing the delivered categories may have negative results in reporting functionality, especially 990 Schedule H reports.

To Delete any Category level:

Highlight the  Main Category Group, Category or Sub-Category you wish to delete

Choose Delete 

If the category is in use you will receive a message that it can not be deleted.  

To Set the Default Category or Sub-Category:

Highlight the category or sub-category that you want to be your default category.  The default category will always appear on any new Program record as it is entered.  You may only have one "default" category per facility.

Choose Edit and check the box labeled "Default"

Choose Save to save your changes