Income Tax Return FOR METRO TECHNOLOGY CENTERS FOUNDATION 1900 SPRINGLAKE DRIVE OKLAHOMA CITY, OK PREPARED BY

Transcription

1 05 Inome Tax Return FOR METRO TECHNOLOGY CENTERS FOUNDATION 900 SPRINGLAKE DRIVE OKLAHOMA CITY, OK 7-5 PREPARED BY SMEDLUND & COMPANY, P.C. 500 N. MAY AVENUE, SUITE OKLAHOMA CITY, OK 7 Phone: (05)-7 Fax: (05) smedpa@swell.net wesite: smedlundpa.om

2 Smedlund & Company, P.C. 500 N May Avenue, Suite Oklahoma City,OK April 5, 0 METRO TECHNOLOGY CENTERS FOUNDATION INC 900 SPRINGLAKE DRIVE OKLAHOMA CITY, OK 7-5 Dear Client: We have prepared the enlosed returns from information provided y you without verifiation or audit. We suggest that you examine these returns arefully to fully aquaint yourself with all items ontained therein to ensure that there are no omissions or misstatements. Federal Filing Instrutions ne is required. Your Form 990-EZ for the year ended //5 shows no alane due. You are using a Personal Identifiation Numer (PIN) for signing your return eletronially. Sign the IRS e-file Authorization and mail it as soon as possile to: Smedlund & Company, P.C. 500 N May Avenue, Suite Oklahoma City, OK 7-9 Initial and date the opies of the IRS e-file Signature Authorization and the Form 990-EZ. Retain them for your reords. If previously signed and returned no further ation is required for Form 79-EO. Your return is eing filed eletronially with the IRS and is not required to e mailed. Mailing a paper opy of your return to the IRS will delay the proessing of your return. Oklahoma Seretary of State You may e required to send a opy of an annual registration statement along with your form 990 to the Oklahoma Seretary of State at: Oklahoma Seretary of State 00 N. Linoln Blvd. Room 0 Oklahoma City, OK You may also e required to pay a fee ased upon ontriution levels reeived y the Organization. You may e required to enlose a hek for $5 if the Organization's ontriution levels reeived are more than $0,000 and $5 for ontriution levels reeived that do not exeed $0,000. Please ontat the Seretary of State's offie to determine the Organization's need to make this

3 payment and/or file additional paperwork. Our offie an assist in these filings if they are required. Oklahoma Tax Return Your Oklahoma return indiates that you neither owe a alane to the state, nor are you due a refund. Please sign and date the return and mail all forms to: Oklahoma Tax Commission P.O. Box 00 Oklahoma City, OK Also enlosed is any material you furnished for use in preparing the returns. If the returns are examined, requests may e made for supporting doumentation. Therefore, we reommend that you retain all pertinent reords for at least seven years. In order that we may properly advise you of tax onsiderations, please keep us informed of any signifiant hanges in your finanial affairs or of any orrespondene reeived from taxing authorities. If you have any questions, please feel free to all us at your onveniene at (05) -7. Thank you for your usiness and we look forward to serving you in the near future. Sinerely, Smedlund & Company, P.C.

4 Form Department of the Treasury Internal Revenue Servie A B G I J K Chek if appliale: Address hange Name hange Initial return Final return/terminated Amended return Appliation pending Aounting Method: Wesite: u Form of organization: Name of organization Numer and street (or P.O. ox, if mail is not delivered to street address) City or town, state or provine, ountry, and ZIP or foreign postal ode Contriutions, gifts, grants, and similar amounts reeived $5,000).... Gross inome from fundraising events (not inluding $ } Do not enter soial seurity numers on this form as it may e made puli. } Information aout Form 990-EZ and its instrutions is at sum of suh gross inome and ontriutions exeeds $5,000) Less: diret expenses from gaming and fundraising events Net inome or (loss) from gaming and fundraising events (add lines a and and sutrat 57 Room/suite Program servie revenue inluding government fees and ontrats Memership dues and assessments Investment inome Gross amount from sale of assets other than inventory a Less: ost or other asis and sales expenses Gain or (loss) from sale of assets other than inventory (Sutrat line 5 from line 5a) Gaming and fundraising events Gross profit or (loss) from sales of inventory (Sutrat line 7 from line 7a) Other revenue (desrie in Shedule O)..... Grants and similar amounts paid (list in Shedule O) Benefits paid to or for memers Salaries, other ompensation, and employee enefits Professional fees and other payments to independent ontrators Oupany, rent, utilities, and maintenane. Printing, puliations, postage, and shipping Other expenses (desrie in Shedule O)... Exess or (defiit) for the year (Sutrat line 7 from line 9) Net assets or fund alanes at eginning of year (from line 7, olumn (A)) (must agree with end-of-year figure reported on prior year's return) Other hanges in net assets or fund alanes (explain in Shedule O) Net assets or fund alanes at end of year. Comine lines through For Paperwork Redution At tie, see the separate instrutions. Telephone numer OMB F Group Exemption Numer u Chek u if the organization is not required to attah Shedule B (Form 990, 990-EZ, or 990-PF). L Add lines 5,, and 7 to line 9 to determine gross reeipts. If gross reeipts are $00,000 or more, or if total assets (Part II, olumn (B) elow) are $500,000 or more, file Form 990 instead of Form 990-EZ u $ Part I Revenue, Expenses, and Changes in Net Assets or Fund Balanes (see the instrutions for Part I) Chek if the organization used Shedule O to respond to any question in this Part I Net Assets Expenses Revenue 990-EZ For the 05 alendar year, or tax year eginning Tax-exempt status (hek only one) 5a 7a a d C Short Form Return of Organization Exempt From Inome Tax Under setion 50(), 57, or 97(a)() of the Internal Revenue Code (exept private foundations), and ending METRO TECHNOLOGY CENTERS FOUNDATION INC 900 SPRINGLAKE DRIVE OKLAHOMA CITY OK 7-5 Cash Arual Other (speify) u 50()() 50() ( ) (insert no.) 97(a)() or Corporation Trust Assoiation Other Gross inome from gaming (attah Shedule G if greater than from fundraising events reported on line ) (attah Shedule G if the line ) Gross sales of inventory, less returns and allowanes a Less: ost of goods sold Total revenue. Add lines,,,, 5, d, 7, and Total expenses. Add lines 0 through a of ontriutions H D E 0,0, Employer identifiation numer 5 d Open to Puli Inspetion ,00,09, 5,9 9,590,57,79 0,9 5,0,90 0,5, Form 990-EZ (05)

5 Form 990-EZ (05) 7 Net assets or fund alanes (line 7 of olumn (B) must agree with line ) Part III Statement of Program Servie Aomplishments (see the instrutions for Part III) Chek if the organization used Shedule O to respond to any question in this Part III Expenses What is the organization's primary exempt purpose? (Required for setion See Shedule O 50()() and 50()() Desrie the organization's program servie aomplishments for eah of its three largest program servies, organizations; optional for as measured y expenses. In a lear and onise manner, desrie the servies provided, the numer of others.) persons enefited, and other relevant information for eah program title. 9 0 Part II METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Balane Sheets (see the instrutions for Part II) Chek if the organization used Shedule O to respond to any question in this Part II (A) Beginning of year (B) End of year Cash, savings, and investments Land and uildings Other assets (desrie in Shedule O) Total assets Total liailities (desrie in Shedule O) THE METRO TECH FOUNDATION EISTS TO SECURE FUNDS TO ENHANCE AND IMPROVE FACILITIES AND PROGRAMS AT METRO TECHNOLOGY CENTERS (Grants $ ) If this amount inludes foreign grants, hek here FOR OVER 5 YEARS THE FOUNDATION HAS PROVIDED SCHOLARSHIPS AND FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS TO ADULT AND HIGH-SCHOOL STUDENTS (Grants $ ) If this amount inludes foreign grants, hek here THE FOUNDATION UNDERTAKES ANY PROJECT CONSIDERED BY THE BOARD OF DIRECTORS TO BE IN THE BEST INTERESTS OF THE DISTRICT AND ITS STUDENTS (Grants $ ) If this amount inludes foreign grants, hek here u 0a Other program servies (desrie in Shedule O).... (Grants $ ) If this amount inludes foreign grants, hek here u a Total program servie expenses (add lines a through a) u Part IV List of Offiers, Diretors, Trustees, and Key Employees (list eah one even if not ompensated see the instrutions for Part IV) Chek if the organization used Shedule O to respond to any question in this Part IV () Average () Reportale (d) Heath enefits, (a) Name and title hours per week ompensation ontriutions to employee (e) Estimated amount of devoted to position (Forms W-/099-MISC) enefit plans, and other ompensation (if not paid, enter -0-) deferred ompensation Form 990-EZ (05) u u a 9a Page 0,5, 0,5, 0,50 0,5,,9,9 JOHN M JOYCE CHAIR JOSH PARSONS TREASURER LORRIE JACOBS VICE CHAIR CINDY FRIEDEMANN FOUNDATION DIRECTOR DICK BESHEAR JODI DISHMAN CATHY POTEET FOUND ASST DIRECTOR REGINALD D JOHNSON JEFFREY NEFF HELEN RAMBO SUNDEE BUSBY JAY FOOTE

6 Form 990-EZ (05) 7 Net assets or fund alanes (line 7 of olumn (B) must agree with line ) Part III Statement of Program Servie Aomplishments (see the instrutions for Part III) Chek if the organization used Shedule O to respond to any question in this Part III Expenses What is the organization's primary exempt purpose? (Required for setion 50()() and 50()() Desrie the organization's program servie aomplishments for eah of its three largest program servies, organizations; optional for as measured y expenses. In a lear and onise manner, desrie the servies provided, the numer of others.) persons enefited, and other relevant information for eah program title. 9 0 Part II METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Balane Sheets (see the instrutions for Part II) Chek if the organization used Shedule O to respond to any question in this Part II (A) Beginning of year (B) End of year Cash, savings, and investments Land and uildings Other assets (desrie in Shedule O) Total assets Total liailities (desrie in Shedule O) (Grants $ ) If this amount inludes foreign grants, hek here (Grants $ ) If this amount inludes foreign grants, hek here (Grants $ ) If this amount inludes foreign grants, hek here u 0a Other program servies (desrie in Shedule O).... (Grants $ ) If this amount inludes foreign grants, hek here u a Total program servie expenses (add lines a through a) u Part IV List of Offiers, Diretors, Trustees, and Key Employees (list eah one even if not ompensated see the instrutions for Part IV) Chek if the organization used Shedule O to respond to any question in this Part IV () Average () Reportale (d) Heath enefits, (a) Name and title hours per week ompensation ontriutions to employee (e) Estimated amount of devoted to position (Forms W-/099-MISC) enefit plans, and other ompensation (if not paid, enter -0-) deferred ompensation u u 0 a 9a Page LORE STORM LEWIS CUNNINGHAM III JANE DERRICK LEO FUNDARO, JR RUTHIE GALLARDO-OWENS T'KEYAH FLOWERS E-OFFICIO SARA COLLINS E-OFFICIO Form 990-EZ (05)

7 Form 990-EZ (05) 5a a Initiation fees and apital ontriutions inluded on line a Gross reeipts, inluded on line 9, for puli use of lu failities a Setion 50()() organizations. Enter amount of tax imposed on the organization during the year under: setion 9 u ; setion 9 u ; setion 955 u Setion 50()(), 50()(), and 50()(9) organizations. Did the organization engage in any setion 95 exess enefit transation during the year, or did it engage in an exess enefit transation in a prior year that has not een reported on any of its prior Forms 990 or 990-EZ? If, omplete Shedule L, Part I Setion 50()(), 50()(), and 50()(9) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under setions 9, 955, and u d Setion 50()(), 50()(), and 50()(9) organizations. Enter amount of tax on line 0 reimursed y the organization u e All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transation? If, omplete Form -T List the states with whih a opy of this return is filed u a The organization's ooks are in are of u Telephone no. u SPRINGLAKE DRIVE Loated at u. OKLAHOMA CITY OK.... ZIP + u At any time during the alendar year, did the organization have an interest in or a signature or other authority over a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? If "," enter the name of the foreign ountry: u See the instrutions for exeptions and filing requirements for FinCEN Form, Report of Foreign Bank and Finanial Aounts (FBAR). Part V 7a a 9 a d METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Other Information (te the Shedule A and personal enefit ontrat statement requirements in the instrutions for Part V) Chek if the organization used Shedule O to respond to any question in this Part V Did the organization engage in any signifiant ativity not previously reported to the IRS? If, provide a detailed desription of eah ativity in Shedule O Were any signifiant hanges made to the organizing or governing douments? If, attah a onformed opy of the amended douments if they reflet a hange to the organization's name. Otherwise, explain the hange on Shedule O (see instrutions) Did the organization have unrelated usiness gross inome of $,000 or more during the year from usiness ativities (suh as those reported on lines, a, and 7a, among others)? If, to line 5a, has the organization filed a Form 990-T for the year? If, provide an explanation in Shedule O Was the organization a setion 50()(), 50()(5), or 50()() organization sujet to setion 0(e) notie, reporting, and proxy tax requirements during the year? If, omplete Shedule C, Part III Did the organization undergo a liquidation, dissolution, termination, or signifiant disposition of net assets during the year? If, omplete appliale parts of Shedule N Enter amount of politial expenditures, diret or indiret, as desried in the instrutions u 7a 0 Did the organization file Form 0-POL for this year? Did the organization orrow from, or make any loans to, any offier, diretor, trustee, or key employee or were any suh loans made in a prior year and still outstanding at the end of the tax year overed y this return? If, omplete Shedule L, Part II and enter the total amount involved Setion 50()(7) organizations. Enter: At any time during the alendar year, did the organization maintain an offie outside the U.S.? If "," enter the name of the foreign ountry: u Setion 97(a)() nonexempt haritale trusts filing Form 990-EZ in lieu of Form 0 Chek here u and enter the amount of tax-exempt interest reeived or arued during the tax year u Did the organization maintain any donor advised funds during the year? If "," Form 990 must e ompleted instead of Form 990-EZ Did the organization operate one or more hospital failities during the year? If "," Form 990 must e ompleted instead of Form 990-EZ Did the organization reeive any payments for indoor tanning servies during the year? If "" to line, has the organization filed a Form 70 to report these payments? If "," provide an explanation in Shedule O a Did the organization have a ontrolled entity within the meaning of setion 5()()? Did the organization reeive any payment from or engage in any transation with a ontrolled entity within the meaning of setion 5()()? If "," Form 990 and Shedule R may need to e ompleted instead of Form 990-EZ (see instrutions) OK 5a 5 5 a 0 0e a d 5a 5 Page ORGANIZATION Form 990-EZ (05)

8 Form 990-EZ (05) Did the organization engage, diretly or indiretly, in politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If, omplete Shedule C, Part I Part VI Setion 50()() organizations only All setion 50()() organizations must answer questions 7 9 and 5, and omplete the tales for lines 50 and 5. Chek if the organization used Shedule O to respond to any question in this Part VI a 50 Did the organization engage in loying ativities or have a setion 50(h) eletion in effet during the tax Is the organization a shool as desried in setion 70()()(A)(ii)? If, omplete Shedule E Did the organization make any transfers to an exempt non-haritale related organization? If, was the related organization a setion 57 organization? Complete this tale for the organization's five highest ompensated employees (other than offiers, diretors, trustees and key ne METRO TECHNOLOGY CENTERS FOUNDATION 7-09 year? If, omplete Shedule C, Part II employees) who eah reeived more than $00,000 of ompensation from the organization. If there is none, enter ne. (a) Name and title of eah employee. () Average hours per week devoted to position () Reportale ompensation (Forms W-/099-MISC) (d) Health enefits, ontriutions to employee enefit plans, and deferred ompensation 7 9a 9 Page (e) Estimated amount of other ompensation.... f 5 Total numer of other employees paid over $00, Complete this tale for the organization's five highest ompensated independent ontrators who eah reeived more than $00,000 of ompensation from the organization. If there is none, enter ne. ne (a) Name and usiness address of eah independent ontrator () Type of servie () Compensation d Total numer of other independent ontrators eah reeiving over $00, Did the organization omplete Shedule A? te: All setion 50()() organizations must attah a ompleted Shedule A Under penalties of perjury, I delare that I have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than offier) is ased on all information of whih preparer has any knowledge. Sign Here Signature of offier JOSH PARSONS Type or print name and title Date TREASURER Paid Preparer Use Only Print/Type preparer's name P. MIKE SMEDLUND 0/5/ P00 Firm's name } Firm's EIN } Firm's address } Preparer's signature Smedlund & Company, P.C. 500 N May Avenue, Suite Oklahoma City, OK 7-9 May the IRS disuss this return with the preparer shown aove? See instrutions Date Phone no. Chek if self-employed PTIN Form 990-EZ (05)

9 SCHEDULE G (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Part I Supplemental Information Regarding Fundraising or Gaming Ativities OMB Complete if the organization answered on Form 990, Part IV, lines 7,, or 9, or if the organization entered more than $5,000 on Form 990-EZ, line a. 05 u Attah to Form 990 or Form 990-EZ. Open to Puli u Information aout Shedule G (Form 990 or 990-EZ) and its instrutions is at Inspetion Employer identifiation numer Fundraising Ativities. Complete if the organization answered on Form 990, Part IV, line 7. Form 990-EZ filers are not required to omplete this part. Indiate whether the organization raised funds through any of the following ativities. Chek all that apply. a d Mail soliitations Internet and soliitations Phone soliitations In-person soliitations Soliitation of non-government grants Soliitation of government grants Speial fundraising events a Did the organization have a written or oral agreement with any individual (inluding offiers, diretors, trustees or key employees listed in Form 990, Part VII) or entity in onnetion with professional fundraising servies? METRO TECHNOLOGY CENTERS FOUNDATION INC 7-09 e f g If, list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under whih the fundraiser is to e ompensated at least $5,000 y the organization. (iii) Did fundol. (v) Amount paid to raiser have (i) Name and address of individual (iv) Gross reeipts (or retained y) or entity (fundraiser) (ii) Ativity ustody or ontrol of from ativity fundraiser listed in ontriutions? (i) (vi) Amount paid to (or retained y) organization Total List all states in whih the organization is registered or liensed to soliit ontriutions or has een notified it is exempt from registration or liensing For Paperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule G (Form 990 or 990-EZ) 05.

10 Shedule G (Form 990 or 990-EZ) 05 Page Part II Fundraising Events. Complete if the organization answered on Form 990, Part IV, line, or reported more than $5,000 of fundraising event ontriutions and gross inome on Form 990-EZ, lines and. List events with gross reeipts greater than $5,000. Revenue Gross reeipts METRO TECHNOLOGY CENTERS FOUNDATION 7-09 (a) Event # () Event # () Other events BANQUET GOLF TOURNAMENT ne (event type) (event type) (total numer) (d) Total events (add ol. (a) through ol. ()),9, 0,0 Less: Contriutions.... Gross inome (line minus line ) ,9, 0,0 Cash prizes nash prizes Diret Expenses 7 Rent/faility osts..... Food and everages.. Entertainment Other diret expenses,7 5,70, Diret Expenses Revenue 0 Diret expense summary. Add lines through 9 in olumn (d) Net inome summary. Sutrat line 0 from line, olumn (d) Part III Gaming. Complete if the organization answered on Form 990, Part IV, line 9, or reported more than $5,000 on Form 990-EZ, line a. Gross revenue Cash prizes nash prizes Rent/faility osts..... (a) Bingo () Pull tas/instant ingo/progressive ingo () Other gaming, 5,9 (d) Total gaming (add ol. (a) through ol. ()) 5 Other diret expenses Volunteer laor % % % Diret expense summary. Add lines through 5 in olumn (d) Net gaming inome summary. Sutrat line 7 from line, olumn (d) Enter the state(s) in whih the organization onduts gaming ativities: a Is the organization liensed to ondut gaming ativities in eah of these states? If, explain: 0a Were any of the organization s gaming lienses revoked, suspended or terminated during the tax year? If, explain: Shedule G (Form 990 or 990-EZ) 05

11 Shedule G (Form 990 or 990-EZ) 05 a Indiate the perentage of gaming ativity onduted in: The organization s faility An outside faility Enter the name and address of the person who prepares the organization s gaming/speial events ooks and reords: METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Does the organization ondut gaming ativities with nonmemers? Is the organization a grantor, enefiiary or trustee of a trust or a memer of a partnership or other entity formed to administer haritale gaming? a Page % % Name u Address u a Does the organization have a ontrat with a third party from whom the organization reeives gaming revenue? If, enter the amount of gaming revenue reeived y the organization u amount of gaming revenue retained y the third party u If, enter name and address of the third party: $ $ and the Name u Address u Gaming manager information: Name u Gaming manager ompensation u $ Desription of servies provided u Diretor/offier Employee Independent ontrator 7 a Mandatory distriutions: Is the organization required under state law to make haritale distriutions from the gaming proeeds to retain the state gaming liense? Enter the amount of distriutions required under state law to e distriuted to other exempt organizations or spent in the organization s own exempt ativities during the tax year u $ Part IV Supplemental Information. Provide the explanations required y Part I, line, olumns (iii) and (v); and Part III, lines 9, 9, 0, 5, 5,, and 7, as appliale. Also provide any additional information (see instrutions) Shedule G (Form 990 or 990-EZ) 05

12 SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. u Attah to Form 990 or 990-EZ. u Information aout Shedule O (Form 990 or 990-EZ) and its instrutions is at METRO TECHNOLOGY CENTERS FOUNDATION INC 7-09 Employer identifiation numer OMB Open to Puli Inspetion Form 990-EZ, Part I, Line - Other Expenses Desription Expenses Amount OFFICE EPENSES-SOFTWARE $ STAFF & BOARD REGISTRATION $ MEETING EPENSE $, LIABILITY INSURANCE $ SCHOLARSHIP/AWARDS/GRANTS $ 5, BUSINESS REGISTRATION $ BANK FEES $ PAYPAL/CC PROCESSING FEES $ SPECIAL EVENTS $, ALLOCATED $ -, Total $ 0, Form 990-EZ, Part II, Line - Other Liailities Desription Beg. of Year End of Year Aounts Payale and Arued Expenses $ 0 $, Form 990-EZ, Part III - Additional Information THE METRO TECH FOUDATION EISTS TO SECURE FUNDS TO ENHANCE AND IMPROVE FACILITIES AND PROGRAMS AT METRO TECHNOLOGY CENTERS. FOR OVER 5 YEARS THE FOUNDATION HAS PROVIDED SCHOLARSHIPS, AWARDS, GRANTS AND FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS TO ADULT AND HIGH-SCHOOL STUDENTS. THE FOUNDATION UNDERTAKES ANY PROJECT CONSIDERED BY THE BOARD OF DIRECTORS TO For Paperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (05)

13 Shedule O (Form 990 or 990-EZ) (05) Name of the organization Employer identifiation numer METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Page BE IN THE BEST INTERESTS OF THE DISTRICT AND ITS STUDENTS. WE ARE FUNDED BY DONATIONS FROM OUR EMPLOYEES, COMMUNITY LEADERS AND ORGANIZATIONS IN OKLAHOMA CITY Form 990-EZ, Part III - Primary Exempt Purpose THE METRO TECH FOUNDATION EISTS TO SECURE FUNDS TO ENHANCE AND IMPROVE FACILITIES AND PROGRAMS AT METRO TECHNOLOGY CENTERS FOR OVER 5 YEARS THE FOUNDATION HAS PROVIDED SCHOLARSHIPS, AWARDS, GRANTS AND FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS TO ADULT AND HIGH-SCHOOL STUDENTS. THE FOUNDATION UNDERTAKES ANY PROJECT CONSIDERED BY THE BOARD OF DIRECTORS TO BE IN THE BEST INTERESTS OF THE DISTRICT AND ITS STUDENTS Form 990-EZ, Part V - Additional Information THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTACT Page of Shedule O (Form 990 or 990-EZ) (05)

14 SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Part I (i) Name of supported organization Puli Charity Status and Puli Support Complete if the organization is a setion 50()() organization or a setion 97(a)() nonexempt haritale trust. u Attah to Form 990 or Form 990-EZ. u Information aout Shedule A (Form 990 or 990-EZ) and its instrutions is at Employer identifiation numer Reason for Puli Charity Status (All organizations must omplete this part.) See instrutions. The organization is not a private foundation eause it is: (For lines through, hek only one ox.) 5 7 A hurh, onvention of hurhes, or assoiation of hurhes desried in setion 70()()(A)(i). A shool desried in setion 70()()(A)(ii). (Attah Shedule E (Form 990 or 990-EZ).) A hospital or a ooperative hospital servie organization desried in setion 70()()(A)(iii). OMB A medial researh organization operated in onjuntion with a hospital desried in setion 70()()(A)(iii). Enter the hospital's name, 05 Open to Puli Inspetion ity, and state: An organization operated for the enefit of a ollege or university owned or operated y a governmental unit desried in setion 70()()(A)(iv). (Complete Part II.) A federal, state, or loal government or governmental unit desried in setion 70()()(A)(v). An organization that normally reeives a sustantial part of its support from a governmental unit or from the general puli desried in setion 70()()(A)(vi). (Complete Part II.) A ommunity trust desried in setion 70()()(A)(vi). (Complete Part II.) 9 An organization that normally reeives: () more than /% of its support from ontriutions, memership fees, and gross 0 a d e METRO TECHNOLOGY CENTERS FOUNDATION INC 7-09 reeipts from ativities related to its exempt funtions sujet to ertain exeptions, and () no more than /% of its support from gross investment inome and unrelated usiness taxale inome (less setion 5 tax) from usinesses aquired y the organization after June 0, 975. See setion 509(a)(). (Complete Part III.) An organization organized and operated exlusively to test for puli safety. See setion 509(a)(). An organization organized and operated exlusively for the enefit of, to perform the funtions of, or to arry out the purposes of one or more pulily supported organizations desried in setion 509(a)() or setion 509(a)(). See setion 509(a)(). Chek the ox in lines a through d that desries the type of supporting organization and omplete lines e, f, and g. Type I. A supporting organization operated, supervised, or ontrolled y its supported organization(s), typially y giving the supported organization(s) the power to regularly appoint or elet a majority of the diretors or trustees of the supporting organization. You must omplete Part IV, Setions A and B. Type II. A supporting organization supervised or ontrolled in onnetion with its supported organization(s), y having ontrol or management of the supporting organization vested in the same persons that ontrol or manage the supported organization(s). You must omplete Part IV, Setions A and C. Type III funtionally integrated. A supporting organization operated in onnetion with, and funtionally integrated with, its supported organization(s) (see instrutions). You must omplete Part IV, Setions A, D, and E. Type III non-funtionally integrated. A supporting organization operated in onnetion with its supported organization(s) that is not funtionally integrated. The organization generally must satisfy a distriution requirement and an attentiveness requirement (see instrutions). You must omplete Part IV, Setions A and D, and Part V. Chek this ox if the organization reeived a written determination from the IRS that it is a Type I, Type II, Type III funtionally integrated, or Type III non-funtionally integrated supporting organization. f Enter the numer of supported organizations g Provide the following information aout the supported organization(s). (ii) EIN (iii) Type of organization (desried on lines 9 aove (see instrutions)) (iv) Is the organization listed in your governing doument? (v) Amount of monetary support (see instrutions) (vi) Amount of other support (see instrutions) (A) (B) (C) (D) (E) Total For Paperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule A (Form 990 or 990-EZ) 05

15 METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Shedule A (Form 990 or 990-EZ) 05 Page Part II Support Shedule for Organizations Desried in Setions 70()()(A)(iv) and 70()()(A)(vi) (Complete only if you heked the ox on line 5, 7, or of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed elow, please omplete Part III.) Setion A. Puli Support Calendar year (or fisal year eginning in) u (a) 0 () 0 () 0 (d) 0 (e) 05 (f) Total Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf , 0,7 59,90 7,,09,79 The value of servies or failities furnished y a governmental unit to the organization without harge Total. Add lines through The portion of total ontriutions y eah person (other than a governmental unit or pulily supported organization) inluded on line that exeeds % of the amount shown on line, olumn (f) Puli support. Sutrat line 5 from line. Setion B. Total Support Calendar year (or fisal year eginning in) u 7 Amounts from line Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures , 0,7 59,90 7,,09,79,79 (a) 0 () 0 () 0 (d) 0 (e) 05 (f) Total 5, 0,7 59,90 7,,09, Net inome from unrelated usiness ativities, whether or not the usiness is regularly arried on Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part VI.) Total support. Add lines 7 through 0 Gross reeipts from related ativities, et. (see instrutions) First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 50()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage Puli support perentage for 05 (line, olumn (f) divided y line, olumn (f)) a Puli support perentage from 0 Shedule A, Part II, line /% support test 05. If the organization did not hek the ox on line, and line is /% or more, hek this ox and stop here. The organization qualifies as a pulily supported organization /% support test 0. If the organization did not hek a ox on line or a, and line 5 is /% or more, 5,79, % % 7a hek this ox and stop here. The organization qualifies as a pulily supported organization %-fats-and-irumstanes test 05. If the organization did not hek a ox on line, a, or, and line is 0% or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part VI how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization %-fats-and-irumstanes test 0. If the organization did not hek a ox on line, a,, or 7a, and line 5 is 0% or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part VI how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization Private foundation. If the organization did not hek a ox on line, a,, 7a, or 7, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) 05

16 Shedule A (Form 990 or 990-EZ) 05 Page Part III Support Shedule for Organizations Desried in Setion 509(a)() (Complete only if you heked the ox on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed elow, please omplete Part II.) Setion A. Puli Support Calendar year (or fisal year eginning in) u (a) 0 () 0 () 0 (d) 0 (e) 05 (f) Total Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual Gross reeipts from admissions, merhandise sold or servies performed, or failities furnished in any ativity that is related to the organization s tax-exempt purpose Gross reeipts from ativities that are not an unrelated trade or usiness under setion 5 Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of servies or failities furnished y a governmental unit to the organization without harge a grants.") Total. Add lines through Amounts inluded on lines,, and reeived from disqualified persons Amounts inluded on lines and reeived from other than disqualified persons that exeed the greater of $5,000 or % of the amount on line for the year... METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Add lines 7a and Puli support. (Sutrat line 7 from line.) Setion B. Total Support Calendar year (or fisal year eginning in) u 9 Amounts from line (a) 0 () 0 () 0 (d) 0 (e) 05 (f) Total 0a Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures.... Unrelated usiness taxale inome (less setion 5 taxes) from usinesses aquired after June 0, Add lines 0a and Net inome from unrelated usiness ativities not inluded in line 0, whether or not the usiness is regularly arried on.... Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part VI.) Total support. (Add lines 9, 0,, and.) First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 50()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 5 Puli support perentage for 05 (line, olumn (f) divided y line, olumn (f)) Puli support perentage from 0 Shedule A, Part III, line Setion D. Computation of Investment Inome Perentage 7 9a Investment inome perentage for 05 (line 0, olumn (f) divided y line, olumn (f)) Investment inome perentage from 0 Shedule A, Part III, line /% support tests 05. If the organization did not hek the ox on line, and line 5 is more than /%, and line 5 7 % % % % 7 is not more than /%, hek this ox and stop here. The organization qualifies as a pulily supported organization /% support tests 0. If the organization did not hek a ox on line or line 9a, and line is more than /%, and line is not more than /%, hek this ox and stop here. The organization qualifies as a pulily supported organization Private foundation. If the organization did not hek a ox on line, 9a, or 9, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) 05

17 Shedule A (Form 990 or 990-EZ) 05 Page Part IV Supporting Organizations (Complete only if you heked a ox in line on Part I. If you heked a of Part I, omplete Setions A and B. If you heked of Part I, omplete Setions A and C. If you heked of Part I, omplete Setions A, D, and E. If you heked d of Part I, omplete Setions A and D, and omplete Part V.) Setion A. All Supporting Organizations a a 5a 7 9a 0a Are all of the organization s supported organizations listed y name in the organization s governing douments? If "," desrie in Part VI how the supported organizations are designated. If designated y lass or purpose, desrie the designation. If histori and ontinuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under setion 509(a)() or ()? If "," explain in Part VI how the organization determined that the supported organization was desried in setion 509(a)() or (). Did the organization have a supported organization desried in setion 50()(), (5), or ()? If "," answer () and () elow. Did the organization onfirm that eah supported organization qualified under setion 50()(), (5), or () and satisfied the puli support tests under setion 509(a)()? If "," desrie in Part VI when and how the organization made the determination. Did the organization ensure that all support to suh organizations was used exlusively for setion 70()()(B) purposes? If "," explain in Part VI what ontrols the organization put in plae to ensure suh use. Was any supported organization not organized in the United States ("foreign supported organization")? If "," and if you heked a or in Part I, answer () and () elow. Did the organization have ultimate ontrol and disretion in deiding whether to make grants to the foreign supported organization? If "," desrie in Part VI how the organization had suh ontrol and disretion despite eing ontrolled or supervised y or in onnetion with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under setions 50()() and 509(a)() or ()? If "," explain in Part VI what ontrols the organization used to ensure that all support to the foreign supported organization was used exlusively for setion 70()()(B) purposes. Did the organization add, sustitute, or remove any supported organizations during the tax year? If "," answer () and () elow (if appliale). Also, provide detail in Part VI, inluding (i) the names and EIN numers of the supported organizations added, sustituted, or removed; (ii) the reasons for eah suh ation; (iii) the authority under the organization's organizing doument authorizing suh ation; and (iv) how the ation was aomplished (suh as y amendment to the organizing doument). Type I or Type II only. Was any added or sustituted supported organization part of a lass already designated in the organization's organizing doument? Sustitutions only. Was the sustitution the result of an event eyond the organization's ontrol? Did the organization provide support (whether in the form of grants or the provision of servies or failities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the haritale lass enefited y one or more of its supported organizations, or (iii) other supporting organizations that also support or enefit one or more of the filing organization s supported organizations? If "," provide detail in Part VI. Did the organization provide a grant, loan, ompensation, or other similar payment to a sustantial ontriutor (defined in setion 95()()(C)), a family memer of a sustantial ontriutor, or a 5% ontrolled entity with regard to a sustantial ontriutor? If "," omplete Part I of Shedule L (Form 990 or 990-EZ). Did the organization make a loan to a disqualified person (as defined in setion 95) not desried in line 7? If "," omplete Part I of Shedule L (Form 990 or 990-EZ). Was the organization ontrolled diretly or indiretly at any time during the tax year y one or more disqualified persons as defined in setion 9 (other than foundation managers and organizations desried in setion 509(a)() or ())? If "," provide detail in Part VI. Did one or more disqualified persons (as defined in line 9a) hold a ontrolling interest in any entity in whih the supporting organization had an interest? If "," provide detail in Part VI. Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal enefit from, assets in whih the supporting organization also had an interest? If "," provide detail in Part VI. Was the organization sujet to the exess usiness holdings rules of setion 9 eause of setion 9(f) (regarding ertain Type II supporting organizations, and all Type III non-funtionally integrated supporting organizations)? If "," answer 0 elow. Did the organization have any exess usiness holdings in the tax year? (Use Shedule C, Form 70, to determine whether the organization had exess usiness holdings.) METRO TECHNOLOGY CENTERS FOUNDATION 7-09 Shedule A (Form 990 or 990-EZ) 05 a a 5a a 9 9 0a 0