The Impact of Voluntarily Filing Form 990 on Donations, Government Grants, and Total Contributions

Wei Hsu & Brian P. McAllister

Journal of Governmental & Nonprofit Accounting2024https://doi.org/10.2308/jogna-2023-002article
AJG 1ABDC B
Weight
0.42

Abstract

We examine whether voluntary IRS Form 990 filers attract higher donations, government grants, and total contributions. We define voluntary 990 filers as charities eligible to file a Form 990EZ but instead choose to file a more exhaustive 990. The 990 provides incremental financial information, including disclosures about functional expense classifications for administrative and fundraising, charity governing bodies and governance policies, and whether a charity has engaged in an audit. Our strongest evidence shows that total contributions are almost three times higher for charities that choose to voluntarily file a 990 instead of a 990EZ. We also provide limited evidence that voluntary 990 filers are positively associated both with donations and grants as compared to those mandated to file a 990. Our findings are consistent with signaling theory and show that disclosing additional information beyond what is required increases transparency and offers benefits to charities. Data Availability: Data were collected from publicly available sources quoted in the text. JEL Classifications: L31.

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https://doi.org/https://doi.org/10.2308/jogna-2023-002

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@article{wei2024,
  title        = {{The Impact of Voluntarily Filing Form 990 on Donations, Government Grants, and Total Contributions}},
  author       = {Wei Hsu & Brian P. McAllister},
  journal      = {Journal of Governmental & Nonprofit Accounting},
  year         = {2024},
  doi          = {https://doi.org/https://doi.org/10.2308/jogna-2023-002},
}

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Evidence weight

0.42

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.28 × 0.4 = 0.11
M · momentum0.53 × 0.15 = 0.08
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

† Text relevance is estimated at 0.50 on the detail page — for your query’s actual relevance score, open this paper from a search result.