Short Form Return of Organization Exempt From Income Tax

Transcription

1 L is not required, ut if the organization chooses to file a return, e sure to file a complete return. Add lines 5, 6, and 7, to line 9 to determine gross receipts; if $1,, or more, file Form 99 instead of Form 99-EZ Part I 1 Contriutions, gifts, grants, and similar amounts received Program service revenue including government fees and contracts Cash, savings, and investments Land and uildings Other assets (descrie ) DAA 3 4 5a c a Memership dues and assessments Investment income Gross amount from sale of assets other than inventory Less: cost or other asis and sales expenses Gain or (loss) from sale of assets other than inventory (Sutract line 5 from line 5a) (attach sch.) Special events and activities (complete applicale parts of Schedule G). If any amount is from gaming, check here... Gross revenue (not including $ of contriutions Excess or (deficit) for the year (Sutract line 17 from line 9) Net assets or fund alances at eginning of year (from line 27, column (A)) (must agree with end-of-year figure reported on prior year's return) OMB No Form Under section 51(c), 527, or 4947(a)(1) of the Internal Revenue Code (except lack lung enefit trust or private foundation) u Sponsoring organizations of donor advised funds and controlling organizations as defined in section 512()(13) must file Form 99. All other organizations with gross receipts less than $1,, and total Open to Pulic Department of the Treasury assets less than $2,5, at the end of the year may use this form. Internal Revenue Service u The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection A For the 28 calendar year, or tax year eginning 7/1/8, and ending 6/3/9 B Check if applicale: Please C Name of organization D Employer identification numer Address change use IRS lael or Name change print or Initial return type. Numer and street (or P.O. ox, if mail is not delivered to street address) Room/suite E Telephone numer Termination See P. O. Box 1592 Specific Amended return Instruc- City or town, state or country, and ZIP + 4 F Group Exemption Application pending tions. Franklin 3765 Numer..... u Section 51(c)(3) organizations and 4947(a)(1) nonexempt charitale trusts must attach G Accounting method: Cash Accrual a completed Schedule A (Form 99 or 99-EZ). Other (specify) u I Wesite: u N/A H Checku if the organization is not required to attach Schedule B (Form 99, J Organization type (check only one) 51(c) ( 3 ) t (insert no.) 4947(a)(1) or EZ, or 99-PF). K Check u if the organization is not a section 59(a)(3) supporting organization and its gross receipts are normally not more than $25,. A return Net Assets Expenses Revenue reported on line 1) a Less: direct expenses other than fundraising expenses c Net income or (loss) from special events and activities (Sutract line 6 from line 6a) c 31,89 7a Gross sales of inventory, less returns and allowances a Less: cost of goods sold c Gross profit or (loss) from sales of inventory (Sutract line 7 from line 7a) c 8 Other revenue (descrie See Statement 1 ) Total revenue. Add lines 1, 2, 3, 4, 5c, 6c, 7c, and ,242 1 Grants and similar amounts paid (attach schedule) See Statement , Benefits paid to or for memers Salaries, other compensation, and employee enefits , Professional fees and other payments to independent contractors , Occupancy, rent, utilities, and maintenance , Printing, pulications, postage, and shipping , Other expenses (descrie See Statement 3 ) 16 45, Total expenses. Add lines 1 through Part II 99-EZ Short Form Return of Organization Exempt From Income Tax u $ 478,67 Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.) 1 422,942 Other changes in net assets or fund alances (attach explanation) Net assets or fund alances at end of year. Comine lines 18 through Balance Sheets. If Total assets on line 25, column (B) are $2,5, or more, file Form 99 instead of Form 99-EZ. (See the instructions for Part II.) (A) Beginning of year (B) End of year 25 Total assets Total liailities (descrie ) 27 Net assets or fund alances (line 27 of column (B) must agree with line 21) For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 99. 5a 52,318 2, c , ,976-79, , ,654 27,55 128, , , , , , ,654 See Statement 4 4,233 8,339 See Statement 5 9,666 15,567 Form 99-EZ (28)

2 Form 99-EZ (28) Part III What is the organization's primary exempt purpose? Domestic violence intervention Descrie what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner, descrie the services provided, the numer of persons enefited, or other relevant information for each program title See..... Statement Statement of Program Service Accomplishments (See the instructions for Part III.) (Grants $ ) If this amount includes foreign grants, check here u (Grants $ ) If this amount includes foreign grants, check here u 31 Other program services (attach schedule) (Grants $ ) If this amount includes foreign grants, check here u 31a 32 Total program service expenses (add lines 28a through 31a) u 32 Part IV List of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (See the instructions for Part IV.) () Title and average (c) Compensation (d) Contriutions to (e) Expense (a) Name and address hours per week (If not paid, employee enefit plans & account and devoted to position enter --.) deferred compensation other allowances. Greer Carlisle Franklin Trinka Dykes Franklin Lynn Gore Franklin Brad Duke Franklin a 3a Expenses (Required for 51(c)(3) and (4) organizations and 4947(a)(1) trusts; optional for others.) (Grants $ 38,284 ) If this amount includes foreign grants, check here u 28a 464, Elana Cheney Franklin Pam.... Lewis Franklin Beverly Burger Franklin Dana Langfitt Franklin Linda C..... Jackson Franklin Pam.... Horne Franklin Dey Lee Franklin Chair Secretary Treasurer Director Director Director Director Exec Dir Director Director Page 2 464,41 52,367 DAA Form 99-EZ (28)

3 Form 99-EZ (28) Page 3 Part V a Initiation fees and capital contriutions included on line a Gross receipts, included on line 9, for pulic use of clu facilities a Section 51(c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911 u ; section 4912 u ; section 4955 u 41 a 37a 38a 39 c d e 42a Other Information (Note the statement requirements in the instructions for Part VI.) 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 ut not reported to the IRS? If "Yes," attach a conformed copy of the changes If the organization had income from usiness activities, such as those reported on lines 2, 6a, and 7a (among others), ut not reported on Form 99-T, attach a statement explaining your reason for not reporting the income on Form 99-T. Did the organization have unrelated usiness gross income of $1, or more or section 633(e) notice, reporting, and proxy tax requirements? If "Yes," has it filed a tax return on Form 99-T for this year? Was there a liquidation, dissolution, termination, or sustantial contraction during the year? If Yes, complete applicale parts of Schedule N Enter amount of political expenditures, direct or indirect, as descried in the instr u 37a Did the organization file Form 112-POL for this year? Did the organization orrow 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 y this return? If Yes, complete Schedule L, Part II and enter the total amount involved Section 51(c)(7) organizations. Enter: Section 51(c)(3) and (4) organizations. Did the organization engage in any section 4958 excess enefit transaction during the year or did it ecome aware of an excess enefit 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 u Enter amount of tax on line 4c reimursed y the organization u All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transaction? If Yes, complete Form 8886-T.. 4e List the states with which a copy of this return is filed. u None The ooks are in care of u.. Bridges of Wmson Co Telephone no. u a 35 38a 4 Yes No 43 c Located at u.... ZIP + 4 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 ank account, securities account, or other financial account)? If "Yes," enter the name of the foreign country: u See the instructions for exceptions and filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts. Franklin, 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: u u Section 4947(a)(1) nonexempt charitale trusts filing Form 99-EZ in lieu of Form 141 Check here and enter the amount of tax-exempt interest received or accrued during the tax year u c Yes u No 44 Did the organization maintain any donor advised funds? If Yes, Form 99 must e completed instead of Form 99-EZ Is any related organization a controlled entity of the organization within the meaning of section 512()(13)? If Yes, Form 99 must e completed instead of Form 99-EZ Yes No Form 99-EZ (28) DAA

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5 SCHEDULE A (Form 99 or 99-EZ) Department of the Treasury Internal Revenue Service Name of the organization Part I (i) Name of supported organization Pulic Charity Status and Pulic Support To e completed y all section 51(c)(3) organizations and section 4947(a)(1) nonexempt charitale trusts. u Attach to Form 99 or Form 99-EZ. u See separate instructions. OMB No Open to Pulic Employer identification numer Reason for Pulic Charity Status (All organizations must complete this part.) (see instructions) The organization is not a private foundation ecause it is: (Please check only one organization.) A church, convention of churches, or association of churches descried in section 17()(1)(A)(i). A school descried in section 17()(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization descried in section 17()(1)(A)(iii). (Attach Schedule H.) A medical research organization operated in conjunction with a hospital descried in section 17()(1)(A)(iii). Enter the hospital's name, Inspection city, and state: An organization operated for the enefit of a college or university owned or operated y a governmental unit descried in section 17()(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit descried in section 17()(1)(A)(v). An organization that normally receives a sustantial part of its support from a governmental unit or from the general pulic descried in section 17()(1)(A)(vi). (Complete Part II.) A community trust descried in section 17()(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 33 1/3 % of its support from contriutions, memership fees, and gross 1 11 e f g h receipts from activities related to its exempt functions suject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated usiness taxale income (less section 511 tax) from usinesses acquired y the organization after June 3, See section 59(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for pulic safety. See section 59(a)(4). (see instructions) An organization organized and operated exclusively for the enefit of, to perform the functions of, or to carry out the purposes of one or more pulicly supported organizations descried in section 59(a)(1) or section 59(a)(2). See section 59(a)(3). Check the ox that descries the type of supporting organization and complete lines 11e through 11h. a Type I Type II c Type III Functionally Integrated d Type III Other By checking this ox, I certify that the organization is not controlled directly or indirectly y one or more disqualified persons other than foundation managers and other than one or more pulicly supported organizations descried in section 59(a)(1) or section 59(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this ox Since August 17, 26, has the organization accepted any gift or contriution from any of the following persons? (i) A person who directly or indirectly controls, either alone or together with persons descried in (ii) and (iii) elow, the governing ody of the supported organization? (ii) A family memer of a person descried in (i) aove? (iii) A 35% controlled entity of a person descried in (i) or (ii) aove? Provide the following information aout the organizations the organization supports. (ii) EIN (iii) Type of organization (descried on lines 1 9 aove or IRC section (see instructions) ) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? Yes No Yes No Yes No 11g(i) 11g(ii) 11g(iii) Yes (vii) Amount of support No Total For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 99. Schedule A (Form 99 or 99-EZ) 28 DAA

6 Schedule A (Form 99 or 99-EZ) 28 Part II Support Schedule for Organizations Descried in Sections 17()(1)(A)(iv) and 17()(1)(A)(vi) (Complete only if you checked the ox on line 5, 7, or 8 of Part I.) Section A. Pulic Support Calendar year (or fiscal year eginning in) u (a) 24 () 25 (c) 26 (d) 27 (e) 28 (f) Total Page Gifts, grants, contriutions, and memership fees received. (Do not include any "unusual grants.") Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf , , , , ,852 2,628,49 3 The value of services or facilities furnished y a governmental unit to the organization without charge Total. Add lines The portion of total contriutions y each person (other than a governmental unit or pulicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Pulic support. Sutract line 5 from line 4.. Section B. Total Support Calendar year (or fiscal year eginning in) u Amounts from line Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated usiness activities, whether or not the usiness is regularly carried on , , , , ,852 2,628,49 2,628,49 (a) 24 () 25 (c) 26 (d) 27 (e) 28 (f) Total 638, , , , ,852 2,628, ,915 7,51 3,565 2,967 17, Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) Total support. Add lines 7 through 1 Gross receipts from related activities, etc. (see instructions) First five years. If the Form 99 is for the organization s first, second, third, fourth, or fifth tax year as a section 51(c)(3) organization, check this ox and stop here Section C. Computation of Pulic Support Percentage 14 Pulic support percentage for 28 (line 6, column (f) divided y line 11, column (f)) Pulic support percentage from 27 Schedule A, Part IV-A, line 26f a 33 1/3 % support test 28. If the organization did not check the ox on line 13, and line 14 is 33 1/3 % or more, check this ox ,423 and stop here. The organization qualifies as a pulicly supported organization /3 % support test 27. If the organization did not check a ox on line 13 or 16a, and line 15 is 33 1/3 % or more, check this 12 2,647, % % 17a ox and stop here. The organization qualifies as a pulicly supported organization %-facts-and-circumstances test 28. If the organization did not check a ox on line 13, 16a, or 16, and line 14 is 1% or more, and if the organization meets the facts-and-circumstances test, check this ox and stop here. Explain in Part IV how the organization meets the facts-and-circumstances test. The organization qualifies as a pulicly supported organization %-facts-and-circumstances test 27. If the organization did not check a ox on line 13, 16a, 16, or 17a, and line 15 is 1% or more, and if the organization meets the facts-and-circumstances test, check this ox and stop here. Explain in Part IV how the organization meets the facts-and-circumstances test. The organization qualifies as a pulicly supported organization Private foundation. If the organization did not check a ox on line 13, 16a, 16, 17a, or 17, check this ox and see instructions Schedule A (Form 99 or 99-EZ) 28 DAA

7 Schedule A (Form 99 or 99-EZ) 28 Page 3 Part III Support Schedule for Organizations Descried in Section 59(a)(2) (Complete only if you checked the ox on line 9 of Part I.) Section A. Pulic Support Calendar year (or fiscal year eginning in) u (a) 24 () 25 (c) 26 (d) 27 (e) 28 (f) Total Gifts, grants, contriutions, and memership fees received. (Do not include any "unusual grants.") Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization s tax-exempt purpose Gross receipts from activities that are not an unrelated trade or usiness under section 513 Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of services or facilities furnished y a governmental unit to the organization without charge Total. Add lines a Amounts included on lines 1, 2, and 3 received from disqualified persons..... Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1% of the total of lines 9, 1c, 11, and 12 for the year or $5, c Add lines 7a and Pulic support (Sutract line 7c from line 6.) Section B. Total Support Calendar year (or fiscal year eginning in) u 9 1a Amounts from line Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources (a) 24 () 25 (c) 26 (d) 27 (e) 28 (f) Total Unrelated usiness taxale income (less section 511 taxes) from usinesses acquired after June 3, c Add lines 1a and Net income from unrelated usiness activities not included in line 1, whether or not the usiness is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) Total support. (Add lines 9, 1c, 11, and 12.) First five years. If the Form 99 is for the organization s first, second, third, fourth, or fifth tax year as a section 51(c)(3) organization, check this ox and stop here Section C. Computation of Pulic Support Percentage 15 Pulic support percentage for 28 (line 8, column (f) divided y line 13, column (f)) Pulic support percentage from 27 Schedule A, Part IV-A, line 27g Section D. Computation of Investment Income Percentage a Investment income percentage for 28 (line 1c, column (f) divided y line 13, column (f)) Investment income percentage from 27 Schedule A, Part IV-A, line 27h /3 % support tests 28. If the organization did not check the ox on line 14, and line 15 is more than 33 1/3 %, and line % % % % 17 is not more than 33 1/3 %, check this ox and stop here. The organization qualifies as a pulicly supported organization /3 % support tests 27. If the organization did not check a ox on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3 %, check this ox and stop here. The organization qualifies as a pulicly supported organization Private foundation. If the organization did not check a ox on line 14, 19a or 19, check this ox and see instructions DAA Schedule A (Form 99 or 99-EZ) 28

8 Supplemental Information. Complete this part to provide the explanation required y Part II, line 1; Part II, line 17a or 17; or Part III, line 12. Provide any other additional information. (see instructions) Schedule A (Form 99 or 99-EZ) 28 Part IV Page 4 Part II, Line 1 - Other Income Detail Other $ 1, DAA Schedule A (Form 99 or 99-EZ) 28

9 Name Form 99 Special Events Schedule 28 For calendar year 28, or tax year eginning 7/1/8, and ending 6/3/9 Employer Identification Numer Gross receipts Less contriutions Gross revenue Less direct expenses Net income (loss) (A) (B) (C) Others Total 52,318 52,318 2,428 31,89 52,318 52,318 2,428 31,89 Description: (A) Various fundraising (B) (C) Others

10 BRIDGES of Williamson County Federal Statements FYE: 6/3/29 Statement 1 - Form 99-EZ, Part I, Line 8 - Other Revenue Description Amount Other $ 443 Total $ 443 1

11 BRIDGES of Williamson County Federal Statements FYE: 6/3/29 Statement 2 - Form 99-EZ, Part I, Line 1 - Grants and Similar Amounts Paid Name and Address Relationship to Organization Class of Activity Date of Gift Description of Cash Noncash Book Book Value FMV Property Contriution Contriution Value Explanation Explanation Purpose Personal items and goods Client Personal items 38,284 Total 38,284 2

12 BRIDGES of Williamson County Federal Statements FYE: 6/3/29 Statement 3 - Form 99-EZ, Part I, Line 16 - Other Expenses Description Amount Expenses $ Travel 5,255 Conferences and meetings 4,825 Insurance 14,45 Dues and suscriptions 3,758 Other 783 Small Equipment < $1, 746 Printing 7,225 Repairs / Maintenance 8,795 Total $ 45,432 Statement 4 - Form 99-EZ, Part II, Line 24 - Other Assets Description Beginning of Year End of Year Grants Receivale Prepaid Expenses and Deferred Charges $ 1,67 $ 3,166 2,488 5,683 Interest Income Receivale 168 4,233 8,339 Statement 5 - Form 99-EZ, Part II, Line 26 - Total Liailities Beginning End of Description of Year Year Accounts Payale and Accrued Expenses $ 1,666 $ 1,112 Deferred Revenue 8, 14,455 9,666 15,

13 BRIDGES of Williamson County Federal Statements FYE: 6/3/29 Statement 6 - Form 99-EZ, Part III, Line 28 - Statement of Program Service Accomplishments Description To serve women, men and children in Williamson County and Spring Hill affected y domestic violence, ensuring a safe transition to successful independent community living through education, intervention and case management. 6