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Outline of forms, parts and schedules

Source: vignettes/articles/form-outline.Rmd
form-outline.Rmd

The IRS 990 returns are divided into parts that group fields by theme. This page outlines every part of the Form 990 (with the 990-EZ), the Schedules A to R and the Form 990-PF, and the concordance tables that hold their fields. Table names follow FF-PNN-TNN-NAME: form, part, table number (by convention T00 tables have one row per filing, T01 and higher one row per repeated item, T99 supplemental explanations) and a short name.

The part titles follow the IRS forms. Form 990-EZ lines are mapped into the matching part of the Form 990. The 990-PF parts are numbered as on the forms before the 2023 redesign, which moved most parts down by one number; the 2023 number is given in parentheses.

Variable counts link to the data dictionaries: Form 990 and 990-EZ and Form 990-PF.

Printable version (PDF)  one table on portrait letter pages, for printing or offline reading.

Form 990 / 990-EZ: Return of Organization Exempt From Income Tax

Filed with: 990 and 990-EZ.

  • Heading (items A-O)
    • F9-P00-T00-HEADER  ONE, 84 variables
    • F9-P00-T01-AFFILIATE-LISTING  MANY, 9 variables
  • Part I - Summary
    • F9-P01-T00-SUMMARY  ONE, 41 variables
    • F9-P01-T00-SUMMARY-EZ  ONE, 2 variables
  • Part II - Signature Block
    • F9-P02-T00-SIGNATURE  ONE, 24 variables
  • Part III - Statement of Program Service Accomplishments
    • F9-P03-T00-MISSION  ONE, 3 variables
    • F9-P03-T00-PROGRAM-ONE  ONE, 5 variables
    • F9-P03-T00-PROGRAM-THREE  ONE, 5 variables
    • F9-P03-T00-PROGRAM-TWO  ONE, 5 variables
    • F9-P03-T00-PROGRAMS  ONE, 5 variables
    • F9-P03-T01-PROGRAMS-OTHER  MANY, 5 variables
    • F9-P03-T02-PROGRAMS-EZ  MANY, 4 variables
  • Part IV - Checklist of Required Schedules
    • F9-P04-T00-REQUIRED-SCHEDULES  ONE, 56 variables
    • F9-P04-T00-REQUIRED-SCHEDULES-EZ  ONE, 3 variables
  • Part V - Statements Regarding Other IRS Filings and Tax Compliance
    • F9-P05-T00-OTHER-IRS-FILING  ONE, 41 variables
  • Part VI - Governance, Management, and Disclosure
    • F9-P06-T00-GOVERNANCE  ONE, 40 variables
    • F9-P06-T00-GOVERNANCE-EZ  ONE, 8 variables
  • Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
    • F9-P07-T00-DIR-TRUST-KEY  ONE, 17 variables
    • F9-P07-T01-COMPENSATION  MANY, 26 variables
    • F9-P07-T01-COMPENSATION-HCE-EZ  MANY, 12 variables
    • F9-P07-T02-CONTRACTORS  MANY, 11 variables
  • Part VIII - Statement of Revenue
    • F9-P08-T00-REVENUE  ONE, 79 variables
    • F9-P08-T01-REVENUE-PROGRAMS  MANY, 6 variables
    • F9-P08-T02-REVENUE-MISC  MANY, 6 variables
  • Part IX - Statement of Functional Expenses
    • F9-P09-T00-EXPENSES  ONE, 123 variables
    • F9-P09-T01-EXPENSES-OTHER  MANY, 5 variables
  • Part X - Balance Sheet
    • F9-P10-T00-BALANCE-SHEET  ONE, 81 variables
  • Part XI - Reconciliation of Net Assets
    • F9-P11-T00-ASSETS  ONE, 7 variables
  • Part XII - Financial Statements and Reporting
    • F9-P12-T00-FINANCIAL-REPORTING  ONE, 16 variables

Form 990-PF: Return of Private Foundation

Filed with: 990-PF.

  • Heading (items A-J)
    • PF-P00-T00-HEADER  ONE, 18 variables
  • Part I - Analysis of Revenue and Expenses
    • PF-P01-T00-REVENUE-EXPENSE  ONE, 91 variables
  • Part II - Balance Sheets
    • PF-P02-T00-BALANCE-SHEET  ONE, 98 variables
  • Part III - Analysis of Changes in Net Assets or Fund Balances
    • PF-P03-T00-NET-ASSET-FUND-BALANCE-CHANGE  ONE, 6 variables
  • Part IV - Capital Gains and Losses for Tax on Investment Income
    • PF-P04-T00-INVEST-INCOME-TAX-CAPITAL-GAINLOSS  ONE, 2 variables
    • PF-P04-T01-INVEST-INCOME-TAX-CAPITAL-GAINLOSS  MANY, 12 variables
  • Part V - Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (removed after 2019)
    • PF-P05-T00-NET-INVEST-INCOME-TAX-4940E  ONE, 23 variables
  • Part VI - Excise Tax Based on Investment Income (2023: Part V)
    • PF-P06-T00-INVEST-INCOME-EXCISE-TAX  ONE, 22 variables
  • Part VII-A - Statements Regarding Activities; Part VII-B - Activities for Which Form 4720 May Be Required (2023: Part VI-A, VI-B)
    • PF-P07-T00-ACTIVITIES  ONE, 45 variables
    • PF-P07-T00-ACTIVITIES-4720  ONE, 40 variables
  • Part VIII - Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (2023: Part VII)
    • PF-P08-T00-COMPENSATION-CONTRACTORS  ONE, 2 variables
    • PF-P08-T00-COMPENSATION-HIGHEST  ONE, 2 variables
    • PF-P08-T01-COMPENSATION  MANY, 14 variables
    • PF-P08-T02-COMPENSATION-HIGHEST  MANY, 14 variables
    • PF-P08-T03-COMPENSATION-CONTRACTORS  MANY, 11 variables
  • Part IX-A - Summary of Direct Charitable Activities; Part IX-B - Summary of Program-Related Investments (2023: Part VIII-A, VIII-B)
    • PF-P09-T00-CHARITABLE-ACTIVITIES  ONE, 8 variables
    • PF-P09-T00-PROG-RELATED-INVESTMENTS  ONE, 6 variables
  • Part X - Minimum Investment Return (2023: Part IX)
    • PF-P10-T00-MINIMUM-INVESTMENT-RETURN  ONE, 10 variables
  • Part XI - Distributable Amount (2023: Part X)
    • PF-P11-T00-DISTRIBUTABLE-AMOUNT  ONE, 10 variables
  • Part XII - Qualifying Distributions (2023: Part XI)
    • PF-P12-T00-QUALIFYING-DISTRIBUTIONS  ONE, 8 variables
  • Part XIII - Undistributed Income (2023: Part XII)
    • PF-P13-T00-UNDISTRIBUTED-INCOME  ONE, 34 variables
  • Part XIV - Private Operating Foundations (2023: Part XIII)
    • PF-P14-T00-PRIVATE-OPERATING-FOUNDATIONS  ONE, 63 variables
  • Part XV - Supplementary Information (2023: Part XIV)
    • PF-P15-T00-SUPPLEMENTARY-INFO  ONE, 3 variables
    • PF-P15-T00-SUPPLEMENTARY-INFO-GRANT-FUTURE  ONE, 1 variables
    • PF-P15-T00-SUPPLEMENTARY-INFO-GRANT-PAID  ONE, 1 variables
    • PF-P15-T01-SUPPLEMENTARY-INFO-GRANT-PAID  MANY, 13 variables
    • PF-P15-T02-SUPPLEMENTARY-INFO-GRANT-FUTURE  MANY, 13 variables
    • PF-P15-T03-SUPPLEMENTARY-INFO-GRANT-APP  MANY, 12 variables
  • Part XVI-A - Analysis of Income-Producing Activities; Part XVI-B - Relationship of Activities to the Accomplishment of Exempt Purposes (2023: Part XV)
    • PF-P16-T00-INCOME-PRODUCING-ACTS  ONE, 59 variables
    • PF-P16-T01-INCOME-PRODUCING-ACTS  MANY, 6 variables
    • PF-P16-T02-INCOME-PRODUCING-ACTS  MANY, 6 variables
    • PF-P16-T03-ACTS-RELATIONSHIP-EXEMPT-PURPOSE  MANY, 2 variables
  • Part XVII - Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations (2023: Part XVI)
    • PF-P17-T00-RELATIONSHIPS  ONE, 1 variables
    • PF-P17-T00-TRANSFERS-TRANSACTIONS  ONE, 9 variables
    • PF-P17-T01-TRANSFERS-TRANSACTIONS  MANY, 5 variables
    • PF-P17-T02-RELATIONSHIPS  MANY, 4 variables
  • Auxiliary schedules and attachments (statements filed with the 990-PF)
    • PF-P99-T00-AUXILLIARY  ONE, 17 variables
    • PF-P99-T01-ACC-FEES  MANY, 5 variables
    • PF-P99-T03-PROG-INVEST-OTH  MANY, 2 variables
    • PF-P99-T04-AMORTIZATION  MANY, 9 variables
    • PF-P99-T06-FUND-BORROWED  MANY, 12 variables
    • PF-P99-T09-COMP  MANY, 4 variables
    • PF-P99-T10-COMP-KONTR  MANY, 4 variables
    • PF-P99-T11-DEPREC  MANY, 11 variables
    • PF-P99-T12-DISSOLUTION  MANY, 11 variables
    • PF-P99-T14-COMP-EMPL  MANY, 2 variables
    • PF-P99-T16-EXP-RESPONSIBILITY  MANY, 17 variables
    • PF-P99-T19-SALE-NONPUB-SEC  MANY, 11 variables
    • PF-P99-T20-SALE-OTH-ASSET  MANY, 13 variables
    • PF-P99-T21-SALE-PUB-SEC  MANY, 4 variables
    • PF-P99-T22-SUPPLEMENTAL-INFO  MANY, 4 variables
    • PF-P99-T23-INVEST-CORP-BOND  MANY, 3 variables
    • PF-P99-T24-INVEST-CORP-STOCK  MANY, 3 variables
    • PF-P99-T25-INVEST-GOVT-SEC  MANY, 4 variables
    • PF-P99-T26-INVEST-LAND  MANY, 5 variables
    • PF-P99-T27-INVEST-OTH  MANY, 5 variables
    • PF-P99-T28-LAND-ETC  MANY, 5 variables
    • PF-P99-T29-LEGAL-FEES  MANY, 5 variables
    • PF-P99-T31-LOAN-OFF  MANY, 12 variables
    • PF-P99-T32-MTG-NOTE  MANY, 15 variables
    • PF-P99-T33-ASSET-OTH  MANY, 4 variables
    • PF-P99-T34-NETASSET-CHANGE  MANY, 2 variables
    • PF-P99-T35-DECREASE-OTH  MANY, 2 variables
    • PF-P99-T36-EXP-OTH  MANY, 5 variables
    • PF-P99-T37-INCOME-OTH  MANY, 4 variables
    • PF-P99-T38-INCREASE-OTH  MANY, 2 variables
    • PF-P99-T39-LIAB-OTH  MANY, 3 variables
    • PF-P99-T40-NOTE-LOAN-OTH-LONG  MANY, 14 variables
    • PF-P99-T41-NOTE-LOAN-OTH-SHORT  MANY, 3 variables
    • PF-P99-T42-PROF-FEES-OTH  MANY, 5 variables
    • PF-P99-T43-OFF-OTH  MANY, 12 variables
    • PF-P99-T46-SALE-INV  MANY, 4 variables
    • PF-P99-T48-CONTRIBUTOR  MANY, 9 variables
    • PF-P99-T49-TAXES  MANY, 5 variables
    • PF-P99-T51-TRANSFER-FROM-CE  MANY, 11 variables
    • PF-P99-T52-TRANSFER-TO-CE  MANY, 11 variables

Schedule A: Public Charity Status and Public Support

Filed with: 990, 990-EZ.

  • Heading
    • SA-P00-T00-HEADER  ONE, 1 variables
  • Part I - Reason for Public Charity Status
    • SA-P01-T00-PUBLIC-CHARITY-STATUS  ONE, 25 variables
    • SA-P01-T01-PUBLIC-CHARITY-STATUS  MANY, 9 variables
    • SA-P01-T02-HOSPITAL-NAME-ADDRESS  MANY, 5 variables
    • SA-P01-T03-AGRI-RESEARCH-UNIV  MANY, 5 variables
  • Part II - Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
    • SA-P02-T00-SUPPORT_SCHEDULE_170  ONE, 61 variables
  • Part III - Support Schedule for Organizations Described in Section 509(a)(2)
    • SA-P03-T00-SUPPORT_SCHEDULE_509  ONE, 105 variables
  • Part IV - Supporting Organizations
    • SA-P04-T00-SUPPORT-ORGS  ONE, 35 variables
  • Part V - Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
    • SA-P05-T00-SUPPORT-ORGS  ONE, 81 variables
  • Part VI - Supplemental Information
    • SA-P06-T99-SUPPLEMENTAL-INFO  MANY, 2 variables

Schedule B: Schedule of Contributors

Filed with: 990, 990-EZ, 990-PF.

  • Heading - Organization Type and Filing Rules
    • SB-P00-T00-HEADER  ONE, 6 variables
  • Part I - Contributors
    • SB-P01-T01-CONTRIBUTORS  MANY, 15 variables
  • Part II - Noncash Property
    • SB-P02-T01-NONCASH-PROPERTY  MANY, 4 variables
  • Part III - Exclusively Religious, Charitable, etc., Contributions to Organizations Described in Section 501(c)(7), (8), or (10)
    • SB-P03-T00-EXCLUSIVELY-RELIGIOUS  ONE, 1 variables
    • SB-P03-T01-EXCLUSIVELY-RELIGIOUS  MANY, 12 variables

Schedule C: Political Campaign and Lobbying Activities

Filed with: 990, 990-EZ.

  • Part I - Political Campaign Activities (I-A, I-B, I-C)
    • SC-P01-T00-LOBBY  ONE, 10 variables
    • SC-P01-T01-POLITICAL-ORGS-INFO  MANY, 11 variables
  • Part II - Lobbying Activities (II-A electing 501(h), II-B non-electing)
    • SC-P02-T00-LOBBY  ONE, 67 variables
    • SC-P02-T01-AFFILIATED-GROUP  MANY, 19 variables
  • Part III - Lobbying and Political Activities of Section 501(c)(4), (5), and (6) Organizations (III-A, III-B)
    • SC-P03-T00-LOBBY  ONE, 10 variables
  • Part IV - Supplemental Information
    • SC-P04-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule D: Supplemental Financial Statements

Filed with: 990.

  • Part I - Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts
    • SD-P01-T00-ORGS-DONOR-ADVISED-FUNDS-OTH  ONE, 10 variables
  • Part II - Conservation Easements
    • SD-P02-T00-CONSERV-EASEMENTS  ONE, 15 variables
  • Part III - Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
    • SD-P03-T00-ORGS-COLLECT-ART-HIST-TREASURE-OTH  ONE, 11 variables
  • Part IV - Escrow and Custodial Arrangements
    • SD-P04-T00-ESCROW-CUSTODIAL-ARRANGEMENTS  ONE, 7 variables
  • Part V - Endowment Funds
    • SD-P05-T00-ENDOWMENT  ONE, 41 variables
  • Part VI - Land, Buildings, and Equipment
    • SD-P06-T00-LAND-BLDG-EQUIP  ONE, 20 variables
  • Part VII - Investments - Other Securities
    • SD-P07-T00-INVESTMENTS-OTH-DERIVATIVES  ONE, 2 variables
    • SD-P07-T00-INVESTMENTS-OTH-EQUITY  ONE, 2 variables
    • SD-P07-T00-INVESTMENTS-SECURITIES  ONE, 1 variables
    • SD-P07-T01-INVESTMENTS-OTH-SECURITIES  MANY, 3 variables
  • Part VIII - Investments - Program Related
    • SD-P08-T00-INVESTMENTS-PROG-RLTD  ONE, 1 variables
    • SD-P08-T01-INVESTMENTS-PROG-RLTD  MANY, 3 variables
  • Part IX - Other Assets
    • SD-P09-T00-OTH-ASSETS  ONE, 1 variables
    • SD-P09-T01-OTH-ASSETS  MANY, 2 variables
  • Part X - Other Liabilities
    • SD-P10-T00-OTH-LIABILITIES  ONE, 3 variables
    • SD-P10-T01-OTH-LIABILITIES  MANY, 2 variables
  • Part XI - Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
    • SD-P11-T00-RECONCILIATION-REVENUE  ONE, 11 variables
  • Part XII - Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
    • SD-P12-T00-RECONCILIATION-EXPENSES  ONE, 11 variables
  • Part XIII - Supplemental Information
    • SD-P13-T99-SUPPLEMENTAL-INFO  MANY, 4 variables
  • Lines from earlier versions of the schedule (reconciliation of net assets)
    • SD-P99-T00-RECONCILIATION-NETASSETS  ONE, 10 variables

Schedule E: Schools

Filed with: 990, 990-EZ.

  • Part I - Schools
    • SE-P01-T00-SCHOOLS  ONE, 23 variables
  • Part II - Supplemental Information
    • SE-P02-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule F: Statement of Activities Outside the United States

Filed with: 990.

  • Part I - General Information on Activities Outside the United States
    • SF-P01-T00-FRGN-ACTS  ONE, 10 variables
    • SF-P01-T01-FRGN-ACTS-BY-REGION  MANY, 6 variables
  • Part II - Grants and Other Assistance to Organizations or Entities Outside the United States
    • SF-P02-T00-FRGN-ORG-GRANTS  ONE, 2 variables
    • SF-P02-T01-FRGN-ORG-GRANTS  MANY, 7 variables
  • Part III - Grants and Other Assistance to Individuals Outside the United States
    • SF-P03-T01-FRGN-INDIV-GRANTS  MANY, 8 variables
  • Part IV - Foreign Forms
    • SF-P04-T00-FRGN-INTERESTS  ONE, 6 variables
  • Part V - Supplemental Information
    • SF-P05-T99-EXPLANATION-TEXT  MANY, 4 variables
  • Lines from earlier versions of the schedule
    • SF-P99-T00-FRGN-ORG-GRANTS  ONE, 1 variables

Schedule G: Supplemental Information Regarding Fundraising or Gaming Activities

Filed with: 990, 990-EZ.

  • Part I - Fundraising Activities
    • SG-P01-T00-FUNDRAISING-ACTS  ONE, 12 variables
    • SG-P01-T01-FUNDRAISERS-INFO  MANY, 14 variables
  • Part II - Fundraising Events
    • SG-P02-T00-FUNDRAISING-EVENTS  ONE, 41 variables
  • Part III - Gaming
    • SG-P03-T00-GAMING  ONE, 68 variables
  • Part IV - Supplemental Information
    • SG-P04-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule H: Hospitals

Filed with: 990.

  • Part I - Financial Assistance and Certain Other Community Benefits at Cost
    • SH-P01-T00-FAP-COMMUNITY-BENEFIT-POLICY  ONE, 91 variables
  • Part II - Community Building Activities
    • SH-P02-T00-FAP-COMMUNITY-BENEFIT-POLICY  ONE, 60 variables
  • Part III - Bad Debt, Medicare, and Collection Practices
    • SH-P03-T00-FAP-COMMUNITY-BENEFIT-POLICY  ONE, 11 variables
  • Part IV - Management Companies and Joint Ventures
    • SH-P04-T01-COMPANY-JOINT-VENTURES  MANY, 6 variables
  • Part V - Facility Information
    • SH-P05-T00-FAP-COMMUNITY-BENEFIT-POLICY  ONE, 2 variables
    • SH-P05-T01-HOSPITAL-FACILITY  MANY, 24 variables
    • SH-P05-T02-NON-HOSPITAL-FACILITY  MANY, 9 variables
    • SH-P05-T03-FACILITY-POLICIES-PRACTICES  MANY, 98 variables
    • SH-P05-T99-SUPPLEMENTAL-INFO  MANY, 2 variables
  • Part VI - Supplemental Information
    • SH-P06-T99-SUPPLEMENTAL-INFO  MANY, 20 variables
  • Lines from earlier versions of the schedule (Part V, Section B facility policies)
    • SH-P99-T01-FAP-COMMUNITY-BENEFIT-POLICY  MANY, 48 variables

Schedule I: Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Filed with: 990.

  • Part I - General Information on Grants and Assistance
    • SI-P01-T00-GRANTS-INFO  ONE, 1 variables
  • Part II - Grants and Other Assistance to Domestic Organizations and Domestic Governments
    • SI-P02-T00-GRANTS-US-ORGS-GOVTS  ONE, 2 variables
    • SI-P02-T01-GRANTS-US-ORGS-GOVTS  MANY, 15 variables
  • Part III - Grants and Other Assistance to Domestic Individuals
    • SI-P03-T01-GRANTS-US-INDIV  MANY, 6 variables
  • Part IV - Supplemental Information
    • SI-P04-T99-SUPPLEMENTAL-INFO  MANY, 4 variables
  • Lines from earlier versions of the schedule
    • SI-P99-T00-GRANTS-US-ORGS-GOVTS  ONE, 1 variables

Schedule J: Compensation Information

Filed with: 990.

  • Part I - Questions Regarding Compensation
    • SJ-P01-T00-COMPENSATION  ONE, 26 variables
  • Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
    • SJ-P02-T01-COMPENSATION-DTK  MANY, 18 variables
  • Part III - Supplemental Information
    • SJ-P03-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule K: Supplemental Information on Tax-Exempt Bonds

Filed with: 990.

  • Part I - Bond Issues
    • SK-P01-T01-BOND-ISSUES  MANY, 11 variables
  • Part II - Proceeds
    • SK-P02-T01-BOND-PROCEEDS  MANY, 18 variables
  • Part III - Private Business Use
    • SK-P03-T01-BOND-PRIVATE-BIZ-USE  MANY, 17 variables
  • Part IV - Arbitrage
    • SK-P04-T01-BOND-ARBITRAGE  MANY, 19 variables
  • Part V - Procedures To Undertake Corrective Action
    • SK-P05-T01-PROCEDURE-CORRECTIVE-ACT  MANY, 2 variables
  • Part VI - Supplemental Information
    • SK-P06-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule L: Transactions With Interested Persons

Filed with: 990, 990-EZ.

  • Part I - Excess Benefit Transactions
    • SL-P01-T00-EXCESS-BENEFIT-TRANSAC  ONE, 2 variables
    • SL-P01-T01-EXCESS-BENEFIT-TRANSAC  MANY, 6 variables
  • Part II - Loans to and/or From Interested Persons
    • SL-P02-T00-LOANS-INTERESTED-PERS  ONE, 1 variables
    • SL-P02-T01-LOANS-INTERESTED-PERS  MANY, 12 variables
  • Part III - Grants or Assistance Benefiting Interested Persons
    • SL-P03-T01-GRANTS-INTERESTED-PERS  MANY, 7 variables
  • Part IV - Business Transactions Involving Interested Persons
    • SL-P04-T01-BIZ-TRANSAC-INTERESTED-PERS  MANY, 7 variables
  • Part V - Supplemental Information
    • SL-P05-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule M: Noncash Contributions

Filed with: 990.

  • Part I - Types of Property
    • SM-P01-T00-NONCASH-CONTRIBUTIONS  ONE, 98 variables
    • SM-P01-T01-NONCASH-CONTRIBUTIONS  MANY, 5 variables
  • Part II - Supplemental Information
    • SM-P02-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Schedule N: Liquidation, Termination, Dissolution, or Significant Disposition of Assets

Filed with: 990, 990-EZ.

  • Part I - Liquidation, Termination, or Dissolution
    • SN-P01-T00-LIQUIDATION-TERMINATION-DISSOLUTION  ONE, 10 variables
    • SN-P01-T01-LIQUIDATION-TERMINATION-DISSOLUTION  MANY, 15 variables
  • Part II - Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization’s Assets
    • SN-P02-T00-DISPOSITION-OF-ASSETS  ONE, 4 variables
    • SN-P02-T01-DISPOSITION-OF-ASSETS  MANY, 15 variables
  • Part III - Supplemental Information
    • SN-P03-T99-SUPPLEMENTAL-INFO  MANY, 4 variables
  • Lines from earlier versions of the schedule
    • SN-P99-T00-LIQUIDATION-TERMINATION-DISSOLUTION  ONE, 2 variables

Schedule O: Supplemental Information to Form 990 or 990-EZ

Filed with: 990, 990-EZ.

  • Supplemental Information to Form 990 or 990-EZ
    • SO-P00-T99-SUPPLEMENTAL-INFO  MANY, 4 variables

Filed with: 990.

  • Part I - Identification of Disregarded Entities
    • SR-P01-T01-ID-DISREGARDED-ENTITIES  MANY, 17 variables
  • Part II - Identification of Related Tax-Exempt Organizations
    • SR-P02-T01-ID-RLTD-TAX-EXEMPED-ORGS  MANY, 18 variables
  • Part III - Identification of Related Organizations Taxable as a Partnership
    • SR-P03-T01-ID-RLTD-ORGS-TAXABLE-PARTNERSHIP  MANY, 22 variables
  • Part IV - Identification of Related Organizations Taxable as a Corporation or Trust
    • SR-P04-T01-ID-RLTD-ORGS-TAXABLE-CORPORATION  MANY, 20 variables
  • Part V - Transactions With Related Organizations
    • SR-P05-T00-TRANSACTIONS-RLTD-ORGS  ONE, 19 variables
    • SR-P05-T01-TRANSACTIONS-RLTD-ORGS  MANY, 5 variables
  • Part VI - Unrelated Organizations Taxable as a Partnership
    • SR-P06-T01-UNRLTD-ORGS-TAXABLE-PARTNERSHIP  MANY, 20 variables
  • Part VII - Supplemental Information
    • SR-P07-T99-SUPPLEMENTAL-INFO  MANY, 4 variables