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University of Pennsylvania
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Philadelphia, PA 19104
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Office of the Comptroller

[ Corporate Tax ]

Form 990

The University is considered an exempt 501(c) (3) organization that is required to file form 990. Form 990 is an informational tax form that most tax-exempt organizations must file annually. The purpose of the form is to give the IRS an overview of the organization's activities, governance and detailed financial information.

Form 990 also includes a section for the organization to outline its accomplishments to justify maintaining its tax-exempt status. In collecting this information, the IRS wants to ensure that organizations continue to qualify for tax exemption after the status is granted.

https://www.irs.gov/uac/about-form-990

Seach for Form 990 Schedules
https://www.irs.gov/forms-pubs-search?search=990&=Search

 

Schedules for Form 990 Overview
Schedule A (Form 990 or 990-EZ), Public Charity Status and Public Support
Organizations that file Form 990 or Form 990-EZ use this schedule to provide required information about public charity status and public support.
Schedule B (Form 990, 990-EZ, or 990-PF), Schedule of Contributors
Organizations use this schedule to provide information on contributions they reported on: Form 990-PF, Return of Private Foundation; Form 990, Return of Organization Exempt from Income Tax; or Form 990-EZ, Short Form Return of Organization Exempt from Income Tax.
Schedule C (Form 990 or 990-EZ), Political Campaign and Lobbying Activities
Section 501(c) organizations, and Section 527 organizations use this schedule to furnish additional information on political campaign activities or lobbying activities.
Schedule D (Form 990), Supplemental Financial Statements
Organizations that file Form 990 use this schedule to provide required reporting of donor advised funds, conservation easements, certain art and museum collections, escrow accounts and custodial arrangements, endowment funds, and supplemental financial information.
Schedule E (Form 990 or 990-EZ), Schools
Organizations that file Form 990 or Form 990-EZ use this schedule to report information on private schools.
Schedule F (Form 990), Statement of Activities Outside the United States
Organizations that file Form 990 use this schedule to provide information on their activities conducted outside the United States at any time during the tax year.
Schedule G (Form 990 or 990-EZ), Supplemental Information Regarding Fundraising or Gaming Activities
Organizations that file Form 990 or Form 990-EZ use this schedule to report professional fundraising services, fundraising events, and gaming.
Schedule H (Form 990), Hospitals
Hospital organizations use this schedule to provide information on the activities and policies of, and community benefit provided by, its hospital facilities and other non-hospital health care facilities that it operated during the tax year.
Schedule I (Form 990), Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
Organizations that file Form 990 use this schedule to provide information on grants and other assistance made by the filing organization during the tax year to organizations, governments, and individuals in the United States.
Schedule J (Form 990), Compensation Information
Organizations that file Form 990 use this schedule to report compensation information for certain officers, directors, individual trustees, key employees, and highest compensated employees, and information on certain compensation practices.
Schedule K (Form 990), Supplemental Information on Tax Exempt Bonds
Organizations that file Form 990 use this schedule to provide certain information on their outstanding liabilities associated with tax-exempt bond issues.
Schedule L (Form 990 or 990-EZ), Transactions With Interested Persons
Organizations that file Form 990 or Form 990-EZ use this schedule to provide information on certain financial transactions or arrangements between the organization and disqualified persons under section 4958 or other interested persons. This schedule is also used to determine whether a member of the organization's governing body is an independent member.
Schedule M (Form 990), Noncash Contributions
Organizations that file Form 990 use this schedule to report the types of noncash contributions they received during the year and certain information regarding such contributions.
Schedule N (Form 990 or 990-EZ), Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Organizations that file Form 990 or Form 990-EZ use this schedule to provide information relating to going out of existence or disposing of more than 25 percent of their net assets through a contraction, sale, exchange, or other disposition.
Schedule O (Form 990 or 990-EZ), Supplemental Information to Form 990
Organizations that file Form 990 or 990-EZ use this schedule to provide responses to specific questions, and to explain their operations or responses to various questions.
Schedule R (Form 990), Related Organizations and Unrelated Partnerships
Organizations that file Form 990 use this schedule to provide information on related organizations, on certain transactions with related organizations, and on certain unrelated partnerships through which they conduct significant activities.
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