Return of Organization Exempt From Income Tax. Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Transcription

1 Form Under section 0(c), 7, or 97()() of the Internl Revenue Code (except privte foundtions) Deprtment of the Tresury Do not enter socil security numers on this form s it my e mde pulic. Internl Revenue Service Informtion out Form 990 nd its instructions is t A For the 0 clendr yer, or tx yer eginning 07/0/, nd ending 0/0/7 B Check if pplicle: C Nme of orgniztion I J K Activities & Governnce Revenue Expenses Net Assets or Fund Blnces Address chnge Nme chnge Initil return Finl return/ terminted 990 Amended return Appliction pending Tx-exempt sttus: Wesite: Form of orgniztion: Prt I F Doing usiness s Return of Orgniztion Exempt From Income Tx Numer nd street (or P.O. ox if mil is not delivered to street ddress) City or town, stte or province, country, nd ZIP or foreign postl code Nme nd ddress of principl officer: Summry 0 N. ALVERNON WAY TUCSON BOTANICAL GARDENS TUCSON AZ 7 MICHELLE CONKLIN 0 N. ALVERNON WAY TUCSON AZ 7 Grnts nd similr mounts pid (Prt I, column (A), lines ) Benefits pid to or for memers (Prt I, column (A), line ) Slries, other compenstion, employee enefits (Prt I, column (A), lines 0) Professionl fundrising fees (Prt I, column (A), line e) Totl fundrising expenses (Prt I, column (D), line ) , Other expenses (Prt I, column (A), lines d, f e) Totl expenses. Add lines 7 (must equl Prt I, column (A), line ) Revenue less expenses. Sutrct line from line Room/suite Check this ox if the orgniztion discontinued its opertions or disposed of more thn % of its net ssets. Numer of voting memers of the governing ody (Prt VI, line ) Numer of independent voting memers of the governing ody (Prt VI, line ) Totl numer of individuls employed in clendr yer 0 (Prt V, line ) Totl numer of volunteers (estimte if necessry) Totl unrelted usiness revenue from Prt VIII, column (C), line Net unrelted usiness txle income from Form 990-T, line Prior Yer Contriutions nd grnts (Prt VIII, line h) Progrm service revenue (Prt VIII, line g) Investment income (Prt VIII, column (A), lines,, nd 7d) Other revenue (Prt VIII, column (A), lines, d, c, 9c, 0c, nd e) Totl revenue dd lines through (must equl Prt VIII, column (A), line ) E Telephone numer G Gross receipts $ OMB Open to Pulic Inspection D Employer identifiction numer H() Is this group return for suordintes? H() Are ll suordintes included? If "," ttch list. (see instructions) Briefly descrie the orgniztion's mission or most significnt ctivities: ART, SCIENCE, HISTORY, AND CULTURE Totl ssets (Prt, line ) Totl liilities (Prt, line ) Net ssets or fund lnces. Sutrct line from line Prt II Signture Block 7 7 Beginning of Current Yer Current Yer End of Yer Under penlties of perjury, I declre tht I hve exmined this return, including ccompnying schedules nd sttements, nd to the est of my knowledge nd elief, it is true, correct, nd complete. Declrtion of preprer (other thn officer) is sed on ll informtion of which preprer hs ny knowledge.,7,09 0(c)() 0(c) ( ) (insert no.) 97()() or 7 H(c) Group exemption numer Corportion Trust Assocition Other L Yer of formtion: 9 M Stte of legl domicile: AZ THE TUCSON BOTANICAL GARDENS CONNECTS PEOPLE WITH PLANTS AND NATURE THROUGH 0 0, ,97,9,,,070,7,9 7,7 9,707,77,,9, ,90 0,97,9 70,0 79, 7,,0,0 7,0,7,9,9,,90,,,709,9, 0,,0, Sign Here Signture of officer JOHN SMITH Type or print nme nd title Print/Type preprer's nme Preprer's signture Dte Check if PTIN Pid JULIE S. KLEWER, CPA self-employed P0 Preprer Firm's nme LUDWIG KLEWER & CO. PLLC Firm's EIN -9 Use Only 7 E CAMP LOWELL DR Firm's ddress TUCSON, AZ 7 Phone no My the IRS discuss this return with the preprer shown ove? (see instructions) For Pperwork Reduction Act tice, see the seprte instructions. PRESIDENT Dte Form 990 (0)

2 Form 990 (0) Pge Prt III Sttement of Progrm Service Accomplishments Briefly descrie the orgniztion's mission: Did the orgniztion undertke ny significnt progrm services during the yer which were not listed on the prior Form 990 or 990-EZ? If "," descrie these new services on Schedule O. Did the orgniztion cese conducting, or mke significnt chnges in how it conducts, ny progrm services? If "," descrie these chnges on Schedule O. Descrie the orgniztion's progrm service ccomplishments for ech of its three lrgest progrm services, s mesured y expenses. Section 0(c)() nd 0(c)() orgniztions re required to report the mount of grnts nd lloctions to others, the totl expenses, nd revenue, if ny, for ech progrm service reported. (Code: ) (Expenses $ including grnts of $ ) (Revenue $ ) ) $ (Revenue ) $ including grnts of $ ) (Expenses (Code: c (Code: $ including grnts of $ ) ) (Expenses $ ) (Revenue. d Other progrm services (Descrie in Schedule O.) (Revenue ) $ (Expenses ) $ including grnts of $ e Totl progrm service expenses Form 990 (0) Check if Schedule O contins response or note to ny line in this Prt III THE TUCSON BOTANICAL GARDENS CONNECTS PEOPLE WITH PLANTS AND NATURE THROUGH ART, SCIENCE, HISTORY, AND CULTURE. 0,,7,070 GARDEN PLANT COLLECTIONS AND EHIBITS AWARDED ONE OF THE TOP 0 PUBLIC GARDENS IN NORTH AMERICA TO VISIT IN 07, THETUCSON BOTANICAL GARDENS HAS CONSISTENTLY BEEN AWARDED THE BEST GARDEN IN TUCSON BY THE TUCSON COMMUNITY. A 7. ACRE URBAN PUBLIC GARDEN WITH 7 SPECIALTY GARDENS ALL DESIGNED IN RESIDENTIAL SCALE, THE GARDENS COLLECTION ECEED, PLANTS. THE GARDENS HAS OVER,0 MEMBERS, 0 ACTIVE VOLUNTEERS AND ATTRACTS NEARLY,0 GUESTS A YEAR. A CAFE, GIFT SHOP, OUTDOOR GARDEN RAILWAY, A TROPICAL BUTTERFLY AND ORCHID EHIBIT, SPECIAL COMMUNITY EVENTS AND ROTATING EHIBITS ARE OPEN TO THE PUBLIC. 7,,0 EDUCATIONAL PROGRAMS A KNOWN LEADER IN TEACHING ENVIRONMENTAL EDUCATION AND GARDENING, THE TUCSON BOTANICAL GARDENS PROVIDES CLASSES AND WORKSHOPS TO RESIDENTS, SCHOOL CHILDREN AND VISITORS - PEOPLE OF ALL AGES, ABILITIES AND BACKGROUNDS. THE GARDENS PROVIDES STRUCTURED OPPORTUNITIES IN ADULT EDUCATION SUCH AS GUIDED TOURS, CLASSES, WORKSHOPS AND FIELD TRIPS, AND COMMUNITY LECTURES ON BOTANICAL AND HORTICULTURAL TOPICS TO OVER,0 VISITORS ANNUALLY. OVER,0 CHILDREN EACH YEAR PARTICIPATE IN YOUTH PROGRAMS SUCH AS AFTER-SCHOOL AND SUMMER CAMP PROGRAMS, GUIDED TOURS AND ON-SITE FIELD STUDY EPERIENCES FOR SCHOOL CHILDREN, CLASSROOM MODULES FOR TEACHERS, AND GUIDANCE AND SUPPORT FOR THE DEVELOPMENT OF SCHOOL AND,7,

3 Form 990 (0) Prt IV c d e f Checklist of Required Schedules Is the orgniztion descried in section 0(c)() or 97()() (other thn privte foundtion)? If, complete Schedule A Is the orgniztion required to complete Schedule B, Schedule of Contriutors (see instructions)? Did the orgniztion engge in direct or indirect politicl cmpign ctivities on ehlf of or in opposition to cndidtes for pulic office? If, complete Schedule C, Prt I Section 0(c)() orgniztions. Did the orgniztion engge in loying ctivities, or hve section 0(h) election in effect during the tx yer? If "," complete Schedule C, Prt II Is the orgniztion section 0(c)(), 0(c)(), or 0(c)() orgniztion tht receives memership dues, ssessments, or similr mounts s defined in Revenue Procedure 9-9? If "," complete Schedule C, Prt III Did the orgniztion mintin ny donor dvised funds or ny similr funds or ccounts for which donors hve the right to provide dvice on the distriution or investment of mounts in such funds or ccounts? If, complete Schedule D, Prt I Did the orgniztion receive or hold conservtion esement, including esements to preserve open spce, the environment, historic lnd res, or historic structures? If, complete Schedule D, Prt II Did the orgniztion mintin collections of works of rt, historicl tresures, or other similr ssets? If, complete Schedule D, Prt III Did the orgniztion report n mount in Prt, line, for escrow or custodil ccount liility, serve s custodin for mounts not listed in Prt ; or provide credit counseling, det mngement, credit repir, or det negotition services? If, complete Schedule D, Prt IV Did the orgniztion, directly or through relted orgniztion, hold ssets in temporrily restricted endowments, permnent endowments, or qusi-endowments? If, complete Schedule D, Prt V If the orgniztion's nswer to ny of the following questions is, then complete Schedule D, Prts VI, VII, VIII, I, or s pplicle. Did the orgniztion report n mount for lnd, uildings, nd equipment in Prt, line 0? If "," complete Schedule D, Prt VI Did the orgniztion report n mount for investments other securities in Prt, line tht is % or more of its totl ssets reported in Prt, line? If "," complete Schedule D, Prt VII Did the orgniztion report n mount for investments progrm relted in Prt, line tht is % or more of its totl ssets reported in Prt, line? If "," complete Schedule D, Prt VIII Did the orgniztion report n mount for other ssets in Prt, line tht is % or more of its totl ssets reported in Prt, line? If "," complete Schedule D, Prt I Did the orgniztion report n mount for other liilities in Prt, line? If "," complete Schedule D, Prt Did the orgniztion's seprte or consolidted finncil sttements for the tx yer include footnote tht ddresses the orgniztion's liility for uncertin tx positions under FIN (ASC 70)? If "," complete Schedule D, Prt Did the orgniztion otin seprte, independent udited finncil sttements for the tx yer? If, complete Schedule D, Prts I nd II Ws the orgniztion included in consolidted, independent udited finncil sttements for the tx yer? If "," nd if the orgniztion nswered "" to line, then completing Schedule D, Prts I nd II is optionl Is the orgniztion school descried in section 70()()(A)(ii)? If, complete Schedule E Did the orgniztion mintin n office, employees, or gents outside of the United Sttes? Did the orgniztion hve ggregte revenues or expenses of more thn $0,0 from grntmking, fundrising, usiness, investment, nd progrm service ctivities outside the United Sttes, or ggregte foreign investments vlued t $,0 or more? If, complete Schedule F, Prts I nd IV Did the orgniztion report on Prt I, column (A), line, more thn $,0 of grnts or other ssistnce to or for ny foreign orgniztion? If, complete Schedule F, Prts II nd IV Did the orgniztion report on Prt I, column (A), line, more thn $,0 of ggregte grnts or other ssistnce to or for foreign individuls? If, complete Schedule F, Prts III nd IV Did the orgniztion report totl of more thn $,0 of expenses for professionl fundrising services on Prt I, column (A), lines nd e? If, complete Schedule G, Prt I (see instructions) Did the orgniztion report more thn $,0 totl of fundrising event gross income nd contriutions on Prt VIII, lines c nd? If "," complete Schedule G, Prt II Did the orgniztion report more thn $,0 of gross income from gming ctivities on Prt VIII, line 9? If "," complete Schedule G, Prt III c d e f 7 9 Pge Form 990 (0)

4 Form 990 (0) Pge 0 7 Prt IV c c d Checklist of Required Schedules (continued) Did the orgniztion operte one or more hospitl fcilities? If, complete Schedule H If to line 0, did the orgniztion ttch copy of its udited finncil sttements to this return? Did the orgniztion report more thn $,0 of grnts or other ssistnce to ny domestic orgniztion or domestic government on Prt I, column (A), line? If, complete Schedule I, Prts I nd II Did the orgniztion report more thn $,0 of grnts or other ssistnce to or for domestic individuls on Prt I, column (A), line? If, complete Schedule I, Prts I nd III Did the orgniztion nswer to Prt VII, Section A, line,, or out compenstion of the orgniztion's current nd former officers, directors, trustees, key employees, nd highest compensted employees? If "," complete Schedule J Did the orgniztion hve tx-exempt ond issue with n outstnding principl mount of more thn $,0 s of the lst dy of the yer, tht ws issued fter Decemer,? If, nswer lines through d nd complete Schedule K. If, go to line Did the orgniztion invest ny proceeds of tx-exempt onds eyond temporry period exception? Did the orgniztion mintin n escrow ccount other thn refunding escrow t ny time during the yer to defese ny tx-exempt onds? Did the orgniztion ct s n on ehlf of issuer for onds outstnding t ny time during the yer? Section 0(c)(), 0(c)(), nd 0(c)(9) orgniztions. Did the orgniztion engge in n excess enefit trnsction with disqulified person during the yer? If, complete Schedule L, Prt I Is the orgniztion wre tht it engged in n excess enefit trnsction with disqulified person in prior yer, nd tht the trnsction hs not een reported on ny of the orgniztion's prior Forms 990 or 990-EZ? If "," complete Schedule L, Prt I Did the orgniztion report ny mount on Prt, line,, or for receivles from or pyles to ny current or former officers, directors, trustees, key employees, highest compensted employees, or disqulified persons? If "," complete Schedule L, Prt II Did the orgniztion provide grnt or other ssistnce to n officer, director, trustee, key employee, sustntil contriutor or employee thereof, grnt selection committee memer, or to % controlled entity or fmily memer of ny of these persons? If, complete Schedule L, Prt III Ws the orgniztion prty to usiness trnsction with one of the following prties (see Schedule L, Prt IV instructions for pplicle filing thresholds, conditions, nd exceptions): A current or former officer, director, trustee, or key employee? If "," complete Schedule L, Prt IV A fmily memer of current or former officer, director, trustee, or key employee? If "," complete Schedule L, Prt IV An entity of which current or former officer, director, trustee, or key employee (or fmily memer thereof) ws n officer, director, trustee, or direct or indirect owner? If, complete Schedule L, Prt IV Did the orgniztion receive more thn $,0 in non-csh contriutions? If, complete Schedule M Did the orgniztion receive contriutions of rt, historicl tresures, or other similr ssets, or qulified conservtion contriutions? If, complete Schedule M Did the orgniztion liquidte, terminte, or dissolve nd cese opertions? If, complete Schedule N, Prt I Did the orgniztion sell, exchnge, dispose of, or trnsfer more thn % of its net ssets? If "," complete Schedule N, Prt II Did the orgniztion own % of n entity disregrded s seprte from the orgniztion under Regultions sections nd ? If, complete Schedule R, Prt I Ws the orgniztion relted to ny tx-exempt or txle entity? If, complete Schedule R, Prts II, III, or IV, nd Prt V, line Did the orgniztion hve controlled entity within the mening of section ()()? If "" to line, did the orgniztion receive ny pyment from or engge in ny trnsction with controlled entity within the mening of section ()()? If, complete Schedule R, Prt V, line Section 0(c)() orgniztions. Did the orgniztion mke ny trnsfers to n exempt non-chritle relted orgniztion? If, complete Schedule R, Prt V, line Did the orgniztion conduct more thn % of its ctivities through n entity tht is not relted orgniztion nd tht is treted s prtnership for federl income tx purposes? If, complete Schedule R, Prt VI Did the orgniztion complete Schedule O nd provide explntions in Schedule O for Prt VI, lines nd 9? te. All Form 990 filers re required to complete Schedule O. 0 0 c d 7 c Form 990 (0)

5 Form 990 (0) Prt V c c 7 c d e f g h 9 0 Sttements Regrding Other IRS Filings nd Tx Complince Check if Schedule O contins response or note to ny line in this Prt V Enter the numer reported in Box of Form 09. Enter -0- if not pplicle Enter the numer of Forms W-G included in line. Enter -0- if not pplicle Did the orgniztion comply with ckup withholding rules for reportle pyments to vendors nd reportle gming (gmling) winnings to prize winners? Enter the numer of employees reported on Form W-, Trnsmittl of Wge nd Tx Sttements, filed for the clendr yer ending with or within the yer covered y this return If t lest one is reported on line, did the orgniztion file ll required federl employment tx returns? te. If the sum of lines nd is greter thn 0, you my e required to e-file (see instructions) Did the orgniztion hve unrelted usiness gross income of $,0 or more during the yer? If, hs it filed Form 990-T for this yer? If to line, provide n explntion in Schedule O At ny time during the clendr yer, did the orgniztion hve n interest in, or signture or other uthority over, finncil ccount in foreign country (such s nk ccount, securities ccount, or other finncil ccount)? If, enter the nme of the foreign country: See instructions for filing requirements for FinCEN Form, Report of Foreign Bnk nd Finncil Accounts Ws the orgniztion prty to prohiited tx shelter trnsction t ny time during the tx yer? Did ny txle prty notify the orgniztion tht it ws or is prty to prohiited tx shelter trnsction? If to line or, did the orgniztion file Form -T? Does the orgniztion hve nnul gross receipts tht re normlly greter thn $,0, nd did the orgniztion solicit ny contriutions tht were not tx deductile s chritle contriutions? If, did the orgniztion include with every solicittion n express sttement tht such contriutions or gifts were not tx deductile? Orgniztions tht my receive deductile contriutions under section 70(c). Did the orgniztion receive pyment in excess of $7 mde prtly s contriution nd prtly for goods nd services provided to the pyor? If, did the orgniztion notify the donor of the vlue of the goods or services provided? Did the orgniztion sell, exchnge, or otherwise dispose of tngile personl property for which it ws required to file Form? If, indicte the numer of Forms filed during the yer d Did the orgniztion receive ny funds, directly or indirectly, to py premiums on personl enefit contrct? Did the orgniztion, during the yer, py premiums, directly or indirectly, on personl enefit contrct? If the orgniztion received contriution of qulified intellectul property, did the orgniztion file Form 99 s required? If the orgniztion received contriution of crs, ots, irplnes, or other vehicles, did the orgniztion file Form 09-C? Sponsoring orgniztions mintining donor dvised funds. Did donor dvised fund mintined y the sponsoring orgniztion hve excess usiness holdings t ny time during the yer? Sponsoring orgniztions mintining donor dvised funds. Did the sponsoring orgniztion mke ny txle distriutions under section 9? Did the sponsoring orgniztion mke distriution to donor, donor dvisor, or relted person? Section 0(c)(7) orgniztions. Enter: Initition fees nd cpitl contriutions included on Prt VIII, line Gross receipts, included on Form 990, Prt VIII, line, for pulic use of clu fcilities Section 0(c)() orgniztions. Enter: Gross income from memers or shreholders Gross income from other sources (Do not net mounts due or pid to other sources ginst mounts due or received from them.) Section 97()() non-exempt chritle trusts. Is the orgniztion filing Form 990 in lieu of Form 0? If, enter the mount of tx-exempt interest received or ccrued during the yer Section 0(c)(9) qulified nonprofit helth insurnce issuers. c (FBAR). Is the orgniztion licensed to issue qulified helth plns in more thn one stte? te. See the instructions for dditionl informtion the orgniztion must report on Schedule O. Enter the mount of reserves the orgniztion is required to mintin y the sttes in which the orgniztion is licensed to issue qulified helth plns Enter the mount of reserves on hnd c Did the orgniztion receive ny pyments for indoor tnning services during the tx yer? If "," hs it filed Form 70 to report these pyments? If "," provide n explntion in Schedule O Form 990 (0) 0 c c 7 7 7c 7e 7f 7g 7h 9 9 Pge

6 Form 990 (0) Pge Prt VI Governnce, Mngement, nd Disclosure For ech "" response to lines through 7 elow, nd for "" response to line,, or 0 elow, descrie the circumstnces, processes, or chnges in Schedule O. See instructions. Check if Schedule O contins response or note to ny line in this Prt VI Section A. Governing Body nd Mngement 7 0 Section C. Disclosure Enter the numer of voting memers of the governing ody t the end of the tx yer If there re mteril differences in voting rights mong memers of the governing ody, or if the governing ody delegted rod uthority to n executive committee or similr committee, explin in Schedule O. Enter the numer of voting memers included in line, ove, who re independent Did ny officer, director, trustee, or key employee hve fmily reltionship or usiness reltionship with ny other officer, director, trustee, or key employee? Did the orgniztion delegte control over mngement duties customrily performed y or under the direct supervision of officers, directors, or trustees, or key employees to mngement compny or other person? Did the orgniztion mke ny significnt chnges to its governing documents since the prior Form 990 ws filed? Did the orgniztion ecome wre during the yer of significnt diversion of the orgniztion s ssets? Did the orgniztion hve memers or stockholders? Did the orgniztion hve memers, stockholders, or other persons who hd the power to elect or ppoint one or more memers of the governing ody? Are ny governnce decisions of the orgniztion reserved to (or suject to pprovl y) memers, stockholders, or persons other thn the governing ody? Did the orgniztion contemporneously document the meetings held or written ctions undertken during the yer y the following: The governing ody? Ech committee with uthority to ct on ehlf of the governing ody? Is there ny officer, director, trustee, or key employee listed in Prt VII, Section A, who cnnot e reched t the orgniztion s miling ddress? If, provide the nmes nd ddresses in Schedule O Section B. Policies (This Section B requests informtion out policies not required y the Internl Revenue Code.) Did the orgniztion hve locl chpters, rnches, or ffilites? If, did the orgniztion hve written policies nd procedures governing the ctivities of such chpters, ffilites, nd rnches to ensure their opertions re consistent with the orgniztion's exempt purposes? Hs the orgniztion provided complete copy of this Form 990 to ll memers of its governing ody efore filing the form? Descrie in Schedule O the process, if ny, used y the orgniztion to review this Form 990. c Did the orgniztion hve written conflict of interest policy? If, go to line Were officers, directors, or trustees, nd key employees required to disclose nnully interests tht could give rise to conflicts? Did the orgniztion regulrly nd consistently monitor nd enforce complince with the policy? If, descrie in Schedule O how this ws done Did the orgniztion hve written whistlelower policy? Did the orgniztion hve written document retention nd destruction policy? Did the process for determining compenstion of the following persons include review nd pprovl y independent persons, comprility dt, nd contemporneous sustntition of the deliertion nd decision? The orgniztion s CEO, Executive Director, or top mngement officil Other officers or key employees of the orgniztion If to line or, descrie the process in Schedule O (see instructions). Did the orgniztion invest in, contriute ssets to, or prticipte in joint venture or similr rrngement with txle entity during the yer? If, did the orgniztion follow written policy or procedure requiring the orgniztion to evlute its prticiption in joint venture rrngements under pplicle federl tx lw, nd tke steps to sfegurd the orgniztion s exempt sttus with respect to such rrngements? List the sttes with which copy of this Form 990 is required to e filed Section 0 requires n orgniztion to mke its Forms 0 (or 0 if pplicle), 990, nd 990-T (Section 0(c)()s only) ville for pulic inspection. Indicte how you mde these ville. Check ll tht pply. Own wesite Another's wesite Upon request Other (explin in Schedule O) Descrie in Schedule O whether (nd if so, how) the orgniztion mde its governing documents, conflict of interest policy, nd finncil sttements ville to the pulic during the tx yer. Stte the nme, ddress, nd telephone numer of the person who possesses the orgniztion's ooks nd records: MICHELLE CONKLIN 0 N. ALVERNON WAY TUCSON AZ AZ c Form 990 (0)

7 Form 990 (0) Prt VII Section A. Compenstion of Officers, Directors, Trustees, Key Employees, Highest Compensted Employees, nd Independent Contrctors Check if Schedule O contins response or note to ny line in this Prt VII Officers, Directors, Trustees, Key Employees, nd Highest Compensted Employees Complete this tle for ll persons required to e listed. Report compenstion for the clendr yer ending with or within the orgniztion's tx yer. List ll of the orgniztion's current officers, directors, trustees (whether individuls or orgniztions), regrdless of mount of compenstion. Enter -0- in columns (D), (E), nd (F) if no compenstion ws pid. List ll of the orgniztion's current key employees, if ny. See instructions for definition of "key employee." List the orgniztion's five current highest compensted employees (other thn n officer, director, trustee, or key employee) who received reportle compenstion (Box of Form W- nd/or Box 7 of Form 099-MISC) of more thn $,0 from the orgniztion nd ny relted orgniztions. List ll of the orgniztion's former officers, key employees, nd highest compensted employees who received more thn $,0 of reportle compenstion from the orgniztion nd ny relted orgniztions. List ll of the orgniztion s former directors or trustees tht received, in the cpcity s former director or trustee of the orgniztion, more thn $0,0 of reportle compenstion from the orgniztion nd ny relted orgniztions. List persons in the following order: individul trustees or directors; institutionl trustees; officers; key employees; highest compensted employees; nd former such persons. Check this ox if neither the orgniztion nor ny relted orgniztion compensted ny current officer, director, or trustee. (A) (B) (C) (D) (E) (F) Nme nd Title Averge Position Reportle Reportle Estimted hours per (do not check more thn one compenstion compenstion from mount of week ox, unless person is oth n from relted other (list ny hours for officer nd director/trustee) the orgniztion orgniztions (W-/099-MISC) compenstion from the relted (W-/099-MISC) orgniztion orgniztions nd relted elow dotted orgniztions line) Individul trustee or director Institutionl trustee Officer Key employee Highest compensted employee Former () SHELLY ANN ABBOTT PAST PRESIDENT 0. () JOAN ARDERN VICE PRESIDENT 0. () JOHN SMITH PRESIDENT 0. () LISA OWENS-SREDZINSKI DIRECTOR 0. () KAREN MCCLOSKEY TREASURER 0. () STEVE BOSSE DIRECTOR (7) SHANNAN MARTY DIRECTOR () DAVID LOVITT DIRECTOR (9) KELLY FLANNIGAN SECRETARY (0) JOHN MIJAC DIRECTOR () BAHMAN AYUBI DIRECTOR Form 990 (0) Pge 7

8 Form 990 (0) Pge Section A. Officers, Directors, Trustees, Key Employees, nd Highest Compensted Employees (continued) Prt VII (A) Nme nd title () KRISTI LEWIS (B) Averge hours per week (list ny hours for relted orgniztions elow dotted line) Individul trustee or director Institutionl trustee Officer (C) Position (do not check more thn one ox, unless person is oth n officer nd director/trustee) Key employee Highest compensted employee Former (D) Reportle compenstion from the orgniztion (W-/099-MISC) (E) Reportle compenstion from relted orgniztions (W-/099-MISC) (F) Estimted mount of other compenstion from the orgniztion nd relted orgniztions DIRECTOR () ANNE FISHER SEGAL DIRECTOR () JO SMITH DIRECTOR () PAUL VOLPE DIRECTOR () MICHELLE CONKLIN EECUTIVE DIRECTOR 0. 99,70 0, (7) LYNN RICHARDS FINANCE DIRECTOR 0. 0, 0, Su-totl c Totl from continution sheets to Prt VII, Section A d Totl (dd lines nd c) Totl numer of individuls (including ut not limited to those listed ove) who received more thn $,0 of reportle compenstion from the orgniztion 0 0, 9,0 0, 9,0 Did the orgniztion list ny former officer, director, or trustee, key employee, or highest compensted employee on line? If, complete Schedule J for such individul For ny individul listed on line, is the sum of reportle compenstion nd other compenstion from the orgniztion nd relted orgniztions greter thn $0,0? If, complete Schedule J for such individul Did ny person listed on line receive or ccrue compenstion from ny unrelted orgniztion or individul for services rendered to the orgniztion? If, complete Schedule J for such person Section B. Independent Contrctors Complete this tle for your five highest compensted independent contrctors tht received more thn $,0 of compenstion from the orgniztion. Report compenstion for the clendr yer ending with or within the orgniztion's tx yer. (A) (B) Nme nd usiness ddress Description of services (C) Compenstion REALM 9 SOUTH OLSEN AVENUE TUCSON AZ 79 LANDSCAPING 70, Totl numer of independent contrctors (including ut not limited to those listed ove) who received more thn $,0 of compenstion from the orgniztion Form 990 (0)

9 Form 990 (0) Pge 9 Prt VIII Contriutions, Gifts, Grnts nd Other Similr Amounts Progrm Service Revenue Other Revenue Sttement of Revenue Check if Schedule O contins response or note to ny line in this Prt VIII (A) (B) (C) (D) Totl revenue Relted or Unrelted Revenue exempt function revenue usiness revenue excluded from tx under sections - Federted cmpigns d Memership dues Relted orgniztions d c e Fundrising events Government grnts (contriutions).... c e,0 7,0 f All other contriutions, gifts, grnts, nd similr mounts not included ove f,7 g ncsh contriutions included in lines -f: $ , h Totl. Add lines f ,9 Busn. Code.... ADMISSIONS ,0,0.... MEMBERSHIP DUES ,, c.... FACILITIES RENTAL , d.... EDUCATION ,0,0 0, e f All other progrm service revenue g Totl. Add lines f ,,070 Investment income (including dividends, interest, nd other similr mounts) ,9,9 Income from investment of tx-exempt ond proceeds Roylties (i) Rel (ii) Personl Gross rents Less: rentl exps. c Rentl inc. or (loss) d Net rentl income or (loss) Gross mount from (i) Securities (ii) Other sles of ssets other thn inventory Less: cost or other sis & sles exps. c Gin or (loss) d Net gin or (loss) Gross income from fundrising events (not including $ , of contriutions reported on line c). See Prt IV, line ,0 Less: direct expenses ,9 c Net income or (loss) from fundrising events ,70,70 9 Gross income from gming ctivities. See Prt IV, line Less: direct expenses c Net income or (loss) from gming ctivities Gross sles of inventory, less returns nd llownces ,0 Less: cost of goods sold ,9 c Net income or (loss) from sles of inventory ,9,9,97 Miscellneous Revenue Busn. Code.. MISCELLANEOUS INCOME ,, c d All other revenue e Totl. Add lines d , Totl revenue. See instructions ,9,7,,7,97,0 Form 990 (0)

10 Form 990 (0) Prt I Sttement of Functionl Expenses Section 0(c)() nd 0(c)() orgniztions must complete ll columns. All other orgniztions must complete column (A). Check if Schedule O contins response or note to ny line in this Prt I (A) (B) (C) (D) Do not include mounts reported on lines, Totl expenses Progrm service Mngement nd Fundrising 7,, 9, nd 0 of Prt VIII. expenses generl expenses expenses Grnts nd other ssistnce to domestic orgniztions Pge 0 nd domestic governments. See Prt IV, line Grnts nd other ssistnce to domestic 7 individuls. See Prt IV, line Grnts nd other ssistnce to foreign orgniztions, foreign governments, nd foreign individuls. See Prt IV, lines nd Benefits pid to or for memers Compenstion of current officers, directors, trustees, nd key employees Compenstion not included ove, to disqulified persons (s defined under section 9(f)()) nd persons descried in section 9(c)()(B) Other slries nd wges Pension pln ccruls nd contriutions (include section 0(k) nd 0() employer contriutions) 99,0 7,7,7 7,9,09,0, 7, 0,9 9,0,,0,90,,90, 9 Other employee enefits Pyroll txes Fees for services (non-employees): Mngement Legl c Accounting ,, d Loying e Professionl fundrising services. See Prt IV, line 7 70,0 70,0 f Investment mngement fees ,, g Other. (If line g mount exceeds 0% of line, column (A) mount, list line g expenses on Schedule O.) ,9 9,,77, Advertising nd promotion ,,, Office expenses ,9,,0,7 Informtion technology Roylties Occupncy ,9,07,7,7 7 Trvel ,7,79 Pyments of trvel or entertinment expenses for ny federl, stte, or locl pulic officils 9 Conferences, conventions, nd meetings....,0,7,,7 0 Interest ,9,9 Pyments to ffilites Deprecition, depletion, nd mortiztion....,0 90, 0, 7,7 Insurnce ,,,9,0 Other expenses. Itemize expenses not covered ove (List miscellneous expenses in line e. If line e mount exceeds 0% of line, column (A) mount, list line e expenses on Schedule O.)... SUPPLIES AND MATERIALS ,,,0,0... PROGRAM FEES ,7,7 c... OTHER EPENSES ,,99,, d... DUES AND SUBSCRIPTIONS ,70,97 7,,0 e All other expenses Totl functionl expenses. Add lines through e.....,7,9,7, 7, 7, Joint costs. Complete this line only if the orgniztion reported in column (B) joint costs from comined eductionl cmpign nd fundrising solicittion. Check here if following SOP 9- (ASC 9-70) Form 990 (0)

11 Form 990 (0) Pge Prt Blnce Sheet Check if Schedule O contins response or note to ny line in this Prt (A) (B) Beginning of yer End of yer Csh non-interest ering , 0,9 Svings nd temporry csh investments ,0, Pledges nd grnts receivle, net , 7,0 Accounts receivle, net Lons nd other receivles from current nd former officers, directors, trustees, key employees, nd highest compensted employees. Complete Prt II of Schedule L Lons nd other receivles from other disqulified persons (s defined under section 9(f)()), persons descried in section 9(c)()(B), nd contriuting employers nd sponsoring orgniztions of section 0(c)(9) voluntry employees' eneficiry orgniztions (see instructions). Complete Prt II of Schedule L tes nd lons receivle, net Inventories for sle or use ,97 0, 9 Prepid expenses nd deferred chrges , 9 9, 0 Lnd, uildings, nd equipment: cost or other sis. Complete Prt VI of Schedule D ,79,07 Less: ccumulted deprecition ,0,,77, 0c,, Investments pulicly trded securities ,,9 Investments other securities. See Prt IV, line Investments progrm-relted. See Prt IV, line Intngile ssets Other ssets. See Prt IV, line Totl ssets. Add lines through (must equl line ) ,,90,, 7 Accounts pyle nd ccrued expenses ,07 7, Grnts pyle Deferred revenue , ,0 0 Tx-exempt ond liilities Escrow or custodil ccount liility. Complete Prt IV of Schedule D Lons nd other pyles to current nd former officers, directors, 0 trustees, key employees, highest compensted employees, nd disqulified persons. Complete Prt II of Schedule L ,997 7, Secured mortgges nd notes pyle to unrelted third prties ,0,97 Unsecured notes nd lons pyle to unrelted third prties Other liilities (including federl income tx, pyles to relted third prties, nd other liilities not included on lines 7-). Complete Prt of Schedule D Totl liilities. Add lines 7 through ,709 0, Orgniztions tht follow SFAS 7 (ASC 9), check here nd Assets Liilities Net Assets or Fund Blnces complete lines 7 through 9, nd lines nd. Unrestricted net ssets Temporrily restricted net ssets Permnently restricted net ssets Orgniztions tht do not follow SFAS 7 (ASC 9), check here nd complete lines 0 through. Cpitl stock or trust principl, or current funds Pid-in or cpitl surplus, or lnd, uilding, or equipment fund Retined ernings, endowment, ccumulted income, or other funds Totl net ssets or fund lnces Totl liilities nd net ssets/fund lnces ,90,0 7,90,7,,97,70 9,70 0,9,,0,,,90,, Form 990 (0)

12 Form 990 (0) Prt I Prt II c Reconcilition of Net Assets Check if Schedule O contins response or note to ny line in this Prt I Totl revenue (must equl Prt VIII, column (A), line ) Totl expenses (must equl Prt I, column (A), line ) Revenue less expenses. Sutrct line from line Net ssets or fund lnces t eginning of yer (must equl Prt, line, column (A)) Net unrelized gins (losses) on investments Donted services nd use of fcilities Investment expenses Prior period djustments Other chnges in net ssets or fund lnces (explin in Schedule O) Net ssets or fund lnces t end of yer. Comine lines through 9 (must equl Prt, line 0 Finncil Sttements nd Reporting Check if Schedule O contins response or note to ny line in this Prt II , column (B)) Accounting method used to prepre the Form 990: Csh Accrul Were the orgniztion's finncil sttements compiled or reviewed y n independent ccountnt? If "," check ox elow to indicte whether the finncil sttements for the yer were compiled or reviewed on seprte sis, consolidted sis, or oth: Seprte sis Consolidted sis Both consolidted nd seprte sis Were the orgniztion's finncil sttements udited y n independent ccountnt? If "," check ox elow to indicte whether the finncil sttements for the yer were udited on Other If the orgniztion chnged its method of ccounting from prior yer or checked Other, explin in Schedule O. seprte sis, consolidted sis, or oth: Seprte sis Consolidted sis If to line or, does the orgniztion hve committee tht ssumes responsiility for oversight of the udit, review, or compiltion of its finncil sttements nd selection of n independent ccountnt? If the orgniztion chnged either its oversight process or selection process during the tx yer, explin in Schedule O. As result of federl wrd, ws the orgniztion required to undergo n udit or udits s set forth in the Single Audit Act nd OMB Circulr A-? If, did the orgniztion undergo the required udit or udits? If the orgniztion did not undergo the required udit or udits, explin why in Schedule O nd descrie ny steps tken to undergo such udits Both consolidted nd seprte sis c Pge,9,7,7,9,9,9,,7,0, Form 990 (0)