Grant Match Program Report
The Grant Match Program Report is in the CSRconnect Admin Portal. From Admin tools, select Reporting, Standard Reports, Give, Grant Match Program Report.
Admins can view information for employees who have applied for grant program matches.
The following columns are available in the Grant Match Program Report:
| Term | Definition |
| Employee First Name |
Employee’s first name Column data is from client HR data. |
| Employee Last Name |
Employee’s last name Column data is from client HR data. |
| Employee ID | Column data is from client HR data. |
| Member ID | The unique ID assigned to each user from the YourCause system |
| Employee Email |
Employee’s email address Column data is from client HR data. |
| Employee Work City |
City where employee works Column data is from client HR data. |
| Employee Work State |
State where employee works Column data is from client HR data. |
| Employee Country | Employee's country information from the HR file |
| Employee Work Postal Code |
Postal code for employee’s work location Column data is from client HR data. |
| Employee Work Region | Employee work region data from the HR file |
| Employee BU |
Employee Business Unit Column data is from the HR file. |
| Donation Type | Donation type/transaction type |
| Grant Request ID | Unique ID for a match/grant request |
| Designation | The user's designation/directions included when they made their donation/pledge. |
| Grant Applied Date | Date when the grant was entered into the system |
| Grant Modified Date | Date in which the grant has changed in some way. Processing may also impact this date. |
| Requested Match Amount | Originally requested amount for the match/grant |
| Approved Match Amount | Approved amount for this grant |
| Hours Volunteered | The total number of hours that this employee volunteered |
| Transaction ID | Donation ID/Transaction ID |
| Transaction Amount | Donation amount |
| Grant Status Comment |
Any additional note relating to the grant status set. Will only appear for re-submits or denied status if a comment was entered. |
| Receipt |
Was a receipt uploaded for this grant?
|
| Admin Approvers Email | Admin approver's email address |
| Charity Admin Verified |
Does this charity have an approved admin within NPOconnect? Shows Pending if an admin has been submitted but not yet verified. |
| Charity Admin Email | Charity/organization admin's email address |
| Charity Admin Name | Name of the charity's administrator who has registered in NPOconnect |
| Charity Name | Name of the charity's administrator who has registered in NPOconnect |
| Charity ID | Charity’s ID |
| Charity Registration Number | Charity registration ID according to the charity feed from NPOconnect. This is the charity's official ID, and is also referred to as Tax ID, bank identification number (BIN), employer identification number (EIN), registration number, or Government ID. |
| Charity Address 1 |
Charity’s address Column data is from NPOconnect. |
| Charity Address 2 |
Charity’s address (continued) Column data is from NPOconnect. |
| Charity City |
Charity’s city Column data is from NPOconnect. |
| Charity State |
Charity’s state Column data is from NPOconnect. |
| Charity Country |
Charity’s country Column data is from NPOconnect. |
| Charity Postal Code |
Charity’s postal code Column data is from NPOconnect. |
| Charity Category | Charity’s category based off of the National Taxonomy of Exempt Entitites (NTEE) code or the respective country's charity classification system |
| Charity Foundation Code | This code identifies the type of organization or the purpose for which it was established. One to four different codes may be present in this field. |
| Charity IRS Subsection | The codes shown under section 501(c) of the Internal Revenue Code of 1986 which define the category under which an organization may be exempt. |
| External Organization Code | Updates are forthcoming. |
| Is One Time |
Will the system only withdraw the payroll pledge one time?
|
| Deducted Amount Per Pay Check | Amount subtracted per pay check for this grant request |
| Estimated Deduction Amount In Total | Estimated annual total amount subtracted from all pay checks for this employee |
| Match Percentage | Percentage of payroll donation matched |
| Currency Code Local | Local currency code |
| Estimated Payroll Periods | Estimated number of applicable payroll pay periods |
| Estimated Match Pay Periods | Estimated number of applicable pay periods if the grant is a payroll match. It is based on the match program settings. |
| Flagged | For YC admin use only |
| Part I Confirmation of US Federal Compliance |
Has the organization met the U.S. government requirements for a particular program or grant?
|
| Part I Compliance Agree or Decline Date | Date employee agreed to or declined Part I Compliance |
| Part I Compliance Expiration Date | Expiration date for Part I Compliance |
| Part II Affirmation of NonDiscrimination |
Has the organization agreed to provide equal opportunities and nondiscrimination policies required by law?
|
| Part II Compliance Agree or Decline Date | Date employee agreed to or declined Part II Compliance |
| Part II Compliance Expiration Date | Expiration date for Part II Compliance |
| Part III Affirmation of NonReligious Program support |
Does the program apply religious neutrality mandated by the First Amendment?
|
| Part III Compliance Agree or Decline Date | Date employee agreed to or declined Part III Compliance |
| Part III Compliance Expiration Date | Expiration date for Part III Compliance |
| Part IV Affirmation of Compliance with Anticorruption and Antibribery Laws |
Is the organization following anti-corruption and anti-bribery regulations?
|
| Part IV Compliance Agree or Decline Date | Date employee agreed to or declined Part IV Compliance |
| Part IV Compliance Expiration Date | Expiration date for Part IV Compliance |
| Question 1-10 Question | Displays match Custom Question Set questions (if applicable). |
| Question 1-10 Answer | Displays Custom Question Set answers (if applicable). |