Download Zone - Business Office Financial Information

Federal guidelines require that organizations exempt from tax under Section 501(c) provide copies or make certain financial information available for public inspection at their principal, regional and district offices during normal business hours. While the Business Office maintains a hard copy of the Public Inspection file, the following items are available online (PDF unless otherwise noted):


Affirmation of Organization's Exempt Status - 501(c)(3) Letter

The IRS issued a determination letter providing written assurance about the organization's tax-exempt status in May 1982. This determination letter, also known as the 501(c)(3) letter, was reissued in July 1998 after the University's name change.

Download


Return of Organization Exempt From Income Tax - IRS Form 990

Organizations exempt from income tax under Internal Revenue Code section 501(a), which includes sections 501(c), 501(e), 501(f), 501(k), 501(n), and 4947(a)(1) must generally file Form 990 or Form 990-EZ based on their gross receipts for the tax year. Beginning with fiscal year ended June 30, 2009, IRS Form 990 Part VII and Schedule J report compensation for the calendar year ending within the organizations' fiscal year.

Download- fiscal year ended June 30, 2013 (reported on 2012 IRS Form 990)
Download - fiscal year ended June 30, 2013 (reported on 2012 IRS Form 990T)

Download- fiscal year ended June 30, 2012 (reported on 2011 IRS Form 990)
Download - fiscal year ended June 30, 2012 (reported on 2012 IRS Form 990T)

Download- fiscal year ended June 30, 2011 (reported on 2010 IRS Form 990)
Download - fiscal year ended June 30, 2011 (reported on 2010 IRS Form 990T)

 


Application for Recognition of Exemption - IRS Form 1023

The IRS Form 1023 is filed by organizations to apply for recognition of exemption from federal income tax under section 501(c)(3).

Download- IRS Form 1023

Download- IRS Form 1023, Part II

Download- IRS Form 1023, Part III

Download- IRS Form 1023, Part V

Download- IRS Form 1023, Schedule A

Download- IRS Form 1023, Schedule B


Audited Financial Statements

Kettering University contracts with an independent auditing firm to annually audit its balance sheet and related statements of activities and changes in net assets and cash flows in accordance with auditing standard generally accepted in the U.S.  and standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.

Download- year ended June 30, 2014

Download- year ended June 30, 2013

Download- year ended June 30, 2012


PDF (Portable Document Format) files are highly compressed to save on download time while maintaining the formatting of the original document. The PDF is a "cross platform" format, so you can view and print on any platform regardless of the application used to create them. 

Use Adobe Reader to view or print these forms.  If you don't have Adobe Reader, you can download it (free!) at www.adobe.com/products/acrobat/readstep.html.