Form 990-EZ Short Form Return of Organization Exempt From Income Tax

Short Form Return of Organization Exempt From Income Tax

F990-EZ_2008_Draft1

Short Form Return of Organization Exempt From Income Tax

OMB: 1545-1150

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I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 990EZ, PAGE 1 of 4
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PAPER: WHITE WRITING, SUB. 20.
FLAT SIZE: 216mm (81⁄ 2 ") 3 279mm (11")
PERFORATE: NONE

Action

Date

Signature

O.K. to print

PRINTS: HEAD TO HEAD
INK: BLACK

Revised proofs
requested

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Comp. Analyst Note: Form is 46 picas wide

Form

Short Form
Return of Organization Exempt From Income Tax

990-EZ

OMB No. 1545-1150

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Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)

© Sponsoring organizations and controlling organizations as defined in section 512(b)(13) must file
Department of the Treasury
Internal Revenue Service

Address change
Name change
Initial return
Termination
Amended return
Application pending

use IRS
label or
print or
type.
See
Specific
Instructions.

, 2008, and ending

Website:

Number and street (or P.O. box, if mail is not delivered to street address) Room/suite E Telephone number

(

City or town, state or country, and ZIP + 4

©

J Organization type (check only one)—
©

, 20

D Employer identification number

501(c) (

)

§

(insert no.)

)

F Group Exemption
©
Number

● Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach
a completed Schedule A (Form 990 or 990-EZ).
I

Open to Public
Inspection

Form 990. All other organizations with gross receipts less than $1,000,000 and total assets less than
$2,500,000 at the end of the year may use this form.
© The organization may have to use a copy of this return to satisfy state reporting requirements.

A For the 2008 calendar year, or tax year beginning
B Check if applicable:
Please C Name of organization

2008

4947(a)(1) or

G Accounting method:
Other (specify) ©

Cash

Accrual

H Check ©
if the organization is not
required to attach Schedule B (Form 990,
990-EZ, or 990-PF).

527

K Check
if the organization is not a section 509(a)(3) supporting organization and its gross receipts are normally not more than $25,000. A return is
not required, but if the organization chooses to file a return, be sure to file a complete return.
L Add lines 5b, 6b, and 7b, to line 9 to determine gross receipts; if $1,000,000 or more, file Form 990 instead of Form 990-EZ © $

Revenue

Part I
1
2
3
4
5a
b
c
6
a

Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.)
Contributions, gifts, grants, and similar amounts received
Program service revenue including government fees and contracts
Membership dues and assessments
Investment income
5a
Gross amount from sale of assets other than inventory
5b
Less: cost or other basis and sales expenses
Gain or (loss) from sale of assets other than inventory (Subtract line 6b from line 6a) (attach schedule)
Special events and activities (complete applicable parts of Schedule G). If any amount is from gaming, check here ©
of contributions
Gross revenue (not including $
6a
reported on line 1)
6b
Less: direct expenses other than fundraising expenses
Net income or (loss) from special events and activities (Subtract line 6b from line 6a)
7a
Gross sales of inventory, less returns and allowances
7b
Less: cost of goods sold

Net Assets

Expenses

b
c
7a
b
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a)
8 Other revenue (describe ©
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6c, 7c, and 8

)
©

1
2
3
4

5c

6c

7c
8
9
10
11
12
13
14
15
16
17
18

10
11
12
13
14
15
16
17

Grants and similar amounts paid (attach schedule)
Benefits paid to or for members
Salaries, other compensation, and employee benefits
Professional fees and other payments to independent contractors
Occupancy, rent, utilities, and maintenance
Printing, publications, postage, and shipping
Other expenses (describe ©
Total expenses. Add lines 10 through 16

18
19

Excess or (deficit) for the year (Subtract line 17 from line 9)
Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
19
end-of-year figure reported on prior year’s return)
20
Other changes in net assets or fund balances (attach explanation)
©
Net assets or fund balances at end of year. Combine lines 18 through 20
21
Balance Sheets. If Total assets on line 25, column (B) are $2,500,000 or more, file Form 990 instead of Form 990-EZ.

20
21

Part II

(See page 51 of the instructions.)
22 Cash, savings, and investments
23 Land and buildings
24 Other assets (describe ©
25 Total assets
26 Total liabilities (describe ©
27 Net assets or fund balances (line 27 of column (B) must agree with line 21)
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

)
©

(A) Beginning of year

(B) End of year

22
23
24
25
26
27

)

)
Cat. No. 10642I

Form

990-EZ

(2008)

7
I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 990EZ, PAGE 2 of 4
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PAPER: WHITE WRITING, SUB. 20.
FLAT SIZE: 216mm (81⁄ 2 ") 3 279mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form 990-EZ (2008)

Part III

Page

Statement of Program Service Accomplishments (See the instructions for Part III.)

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What is the organization’s primary exempt purpose?
Describe what was achieved in carrying out the organization’s exempt purposes. In a clear and concise manner,
describe the services provided, the number of persons benefited, or other relevant information for each program title.
28

(Grants $

) If this amount includes foreign grants, check here

©

28a

(Grants $

) If this amount includes foreign grants, check here

©

29a

29

30

2

Expenses
(Required for 501(c)(3)
and (4) organizations
and 4947(a)(1) trusts;
optional for others.)

©
30a
(Grants $
) If this amount includes foreign grants, check here
31 Other program services (attach schedule)
©
(Grants $
) If this amount includes foreign grants, check here
31a
©
32 Total program service expenses (add lines 28a through 31a)
32
Part IV List of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (See the instructions for Part IV.)
(a) Name and address

(b) Title and average
hours per week
devoted to position

(c) Compensation
(If not paid,
enter -0-.)

(d) Contributions to
employee benefit plans &
deferred compensation

(e) Expense
account and
other allowances

Form

990-EZ

(2008)

7
I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 990EZ, PAGE 3 of 4
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PAPER: WHITE WRITING, SUB. 20.
FLAT SIZE: 216mm (81⁄ 2 ") 3 279mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Comp. Analyst Note: Form is 46 picas wide

Form 990-EZ (2008)

Part V
33
34
35
a
b
36
37a
b
38a
b
39
a
b
40a
b

c

Page

3

Other Information (Note the statement requirements in the instructions for Part VI.)

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Yes No

Did the organization engage in any activity not previously reported to the IRS? If “Yes,” attach a detailed
description of each activity
Were any changes made to the organizing or governing documents but not reported to the IRS? If “Yes,”
attach a conformed copy of the changes
If the organization had income from business activities, such as those reported on lines 2, 6, and 7 (among others), but not
reported on Form 990-T, attach a statement explaining your reason for not reporting the income on Form 990-T.
Did the organization have unrelated business gross income of $1,000 or more or section 6033(e) notice, reporting,
and proxy tax requirements?
If “Yes,” has it filed a tax return on Form 990-T for this year?
Was there a liquidation, dissolution, termination, or substantial contraction during the year? If “Yes,”
complete applicable parts of Schedule N
Enter amount of political expenditures, direct or indirect, as described in the instructions. © 37a
Did the organization file Form 1120-POL for this year?
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still unpaid at the start of the period covered by this return?
38b
If “Yes,” complete Schedule L, Part II and enter the total amount involved
Section 501(c)(7) organizations. Enter:
39a
Initiation fees and capital contributions included on line 9
39b
Gross receipts, included on line 9, for public use of club facilities
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 ©
; section 4912 ©
; section 4955 ©
Section 501(c)(3) and (4) organizations. Did the organization engage in any section 4958 excess benefit transaction
during the year or did it become aware of an excess benefit transaction from a prior year? If “Yes,” complete Schedule
L, Part I
Enter amount of tax imposed on organization managers or disqualified persons during
©
the year under sections 4912, 4955, and 4958

©
d Enter amount of tax on line 40c reimbursed by the organization
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter
transaction? If “Yes,” complete Form 8886-T.
41 List the states with which a copy of this return is filed. ©
Telephone no. © (
42a The books are in care of ©
Located at ©
ZIP + 4 ©

b At any time during the calendar year, did the organization have an interest in or a signature or other authority
over a financial account in a foreign country (such as a bank account, securities account, or other financial
account)?
If “Yes,” enter the name of the foreign country: ©
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and Financial Accounts.
c At any time during the calendar year, did the organization maintain an office outside of the U.S.?
If “Yes,” enter the name of the foreign country: ©
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041—Check here
43
©
and enter the amount of tax-exempt interest received or accrued during the tax year

33
34

35a
35b
36
37b
38a

40b

40e
)

Yes No
42b

42c
©

Yes No
44
45

Did the organization maintain any donor advised funds? If “Yes,” Form 990 must be completed instead of
Form 990-EZ
Is any related organization a controlled entity within the meaning of section 512(b)(13)? If “Yes,” Form 990 must
be completed instead of Form 990-EZ

44
45
Form

990-EZ

(2008)

7
I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 990EZ, PAGE 4 of 4
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PAPER: WHITE WRITING, SUB. 20.
FLAT SIZE: 216mm (81⁄ 2 ") 3 279mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Comp. Analyst Note: Form is 46 picas wide

Page 4
Section 501(c)(3) organizations only. All section 501(c)(3) organizations must answer questions 46–49
and complete the tables for lines 50 and 51.
Yes No
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to

Form 990-EZ (2008)

Part VI
46

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46
candidates for public office? If “Yes,” complete Schedule C, Part I
47
47 Did the organization engage in lobbying activities? If “Yes,” complete Schedule C, Part II
48
48 Is the organization operating a school as described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
49a
49a Did the organization make any transfers to an exempt non-charitable related organization?
49b
b If “Yes,” was the related organization(s) a section 527 organization?
50 Complete this table for the five highest compensated employees (other than officers, directors, trustees and key employees) who
each received more than $100,000 of compensation from the organization. If there is none, enter “None.”
(b) Title and average
hours per week
devoted to position

(a) Name and address of each employee paid more
than $100,000

Total number of other employees paid over $100,000
51

(d) Contributions to
employee benefit plans &
deferred compensation

(c) Compensation

(e) Expense
account and
other allowances

©

Complete this table for the five highest compensated independent contractors who each received more than $100,000 of
compensation from the organization. If there is none, enter “None.”
(a) Name and address of each independent contractor paid more than $100,000

(b) Type of service

Total number of other independent contractors each receiving over $100,000

(c) Compensation

©

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign
Here

Paid
Preparer’s
Use Only

©
©

Signature of officer

Date

Type or print name and title.

Preparer’s
signature

©

Firm’s name (or yours
if self-employed),
address, and ZIP + 4

Date

©

May the IRS discuss this return with the preparer shown above? See instructions

Check if
selfemployed

Preparer’s Identifying Number (See instructions)
©

EIN

©

Phone no.

© (

)

©
Form

Printed on Recycled Paper

Yes

990-EZ

No
(2008)


File Typeapplication/pdf
File Title2008 Form 990-EZ
SubjectShort Form Return of Organization Exempt From Income Tax
AuthorSE:W:CAR:MP
File Modified2008-08-26
File Created2008-08-26

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