Short Form Return of Organization Exempt From Income Tax

Transcription

1 Form 990-EZ Short Form Return of Organization Exempt From Income Tax OMB Under section 0, 7, or 97() of the Internal Revenue Code (except private foundations) G Do not enter social security numbers on this form as it may be made public. Department of the Treasury Internal Revenue Service A B For the 07 calendar year, or tax year beginning Check if applicable: C Address change Name change Initial return Final return/terminated Open to Public Inspection G Go to for instructions and the latest information, 07, and ending 0 NW TH STREET, SUITE 0 PORTLAND, OR 9709, D Employer identification number E Telephone number Amended return F Group Exemption Number G Application pending Cash G Accounting Method: Accrual Other (specify) G I Website: G FORTHMOBILITY.ORG/MOBILITY-FUND 0 ( ) H(insert no.) J Tax-exempt status (check only one) ' 0() Corporation Trust Association 97() or H Check G if the organization is not required to attach Schedule B (Form 990, 990-EZ, or 990-PF). 7 Other K Form of organization: L Add lines b, c, and 7b to line 9 to determine gross receipts. If gross receipts are 00,000 or more, or if total assets (I, column (B) below) are 00,000 or more, file Form 990 instead of Form 990-EZ G,99. Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for ) Check if the organization used Schedule O to respond to any question in this Contributions, gifts, grants, and similar amounts received ,00 Program service revenue including government fees and contracts Membership dues and assessments Investment income a Gross amount from sale of assets other than inventory b Less: cost or other basis and sales expenses R E V E N U E a b c Gain or (loss) from sale of assets other than inventory (Subtract line b from line a) Gaming and fundraising events a Gross income from gaming (attach Schedule G if greater than,000).... a of contributions b Gross income from fundraising events (not including from fundraising events reported on line ) (attach Schedule G if the sum of such gross income and contributions exceeds,000) b c Less: direct expenses from gaming and fundraising events c d Net income or (loss) from gaming and fundraising events (add lines a and b and subtract line c) a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold b c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) SCHEDULE...O... Other revenue (describe in Schedule O) SEE 9 Total revenue. Add lines,,,, c, d, 7c, and G E P E N S E S A S NS EE TT S 0 7 c d 7c 9 Grants and similar amounts paid (list in Schedule O) Benefits paid to or for members Salaries, other compensation, and employee benefits Professional fees and other payments to independent contractors Occupancy, rent, utilities, and maintenance Printing, publications, postage, and shipping Other expenses (describe in Schedule O) Total expenses. Add lines 0 through G 7 Excess or (deficit) for the year (Subtract line 7 from line 9) Net assets or fund balances at beginning of year (from line 7, column (A)) (must agree with end-of-year figure reported on prior year's return) Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines through G For Paperwork Reduction Act tice, see the separate instructions. 9 TEEA00L 0//7,99.,99. 7,. 7,. -9,9. 7,.,. Form 990-EZ (07)

2 I Balance Sheets (see the instructions for I) Form 990-EZ (07) Page Check if the organization used Schedule O to respond to any question in this I (A) Beginning of year (B) End of year Cash, savings, and investments ,.,. Land and buildings schedule o... Other assets (describe in Schedule O) SEE 0,00 Total assets ,.,. Total liabilities (describe in Schedule O) SEE SCHEDULE O...,. 0,7 7 Net assets or fund balances (line 7 of column (B) must agree with line ) ,. 7,. Expenses II Statement of Program Service Accomplishments (see the instructions for II) Check if the organization used Schedule O to respond to any question in this II (Required for section 0 What is the organization's primary exempt purpose? SEE SCHEDULE O () and 0() organizations; optional Describe the organization's program service accomplishments for each of its three largest program services, as for others.) measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title. SEE SCHEDULE O 9 (Grants SEE SCHEDULE O (Grants ) If this amount includes foreign grants, check here G a,. ) If this amount includes foreign grants, check here G 9 a,0. 0 (Grants ) If this amount includes foreign grants, check here G 0 a Other program services (describe in Schedule O) (Grants ) If this amount includes foreign grants, check here G a Total program service expenses (add lines a through a) G V 7,. List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated ' see the instructions for V) Check if the organization used Schedule O to respond to any question in this V Name and title Average hours per week devoted to position JEFF ALLEN EECUTIVE DIREC AMY HILLMAN PRESIDENT BARRY WOODS SECRETARY JOHN MACARTHUR TREASURER TEEA0L Reportable compensation (Forms W-/099-MISC) (if not paid, enter -0-) Health benefits, contributions to employee benefit plans, and deferred compensation (e) Estimated amount of other compensation 0//7 Form 990-EZ (07)

3 Page Part V Other Information (te the Schedule A and personal benefit contract statement requirements insee SCHEDULE O the instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V Form 990-EZ (07) Did the organization engage in any significant activity not previously reported to the IRS? If ',' provide a detailed description of each activity in Schedule O Were any significant changes made to the organizing or governing documents? If ',' attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule O (see instructions) SEE SCHEDULE O... a Did the organization have unrelated business gross income of,000 or more during the year from business activities (such as those reported on lines, a, and 7a, among others)? b If ',' to line a, has the organization filed a Form 990-T for the year? If ',' provide an explanation in Schedule O c Was the organization a section 0(), 0(), or 0() organization subject to section 0(e) notice, reporting, and proxy tax requirements during the year? If ',' complete Schedule C, II Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If ',' complete applicable parts of Schedule N a Enter amount of political expenditures, direct or indirect, as described in the instructions. G 7 a b Did the organization file Form 0-POL for this year? a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? b If ',' complete Schedule L, I and enter the total amount involved b N/A 9 Section 0(7) organizations. Enter: a Initiation fees and capital contributions included on line a N/A b Gross receipts, included on line 9, for public use of club facilities b N/A a b c 7 b a 0 a Section 0() organizations. Enter amount of tax imposed on the organization during the year under: section 9 G ; section 9 G ; section 9 G b Section 0(), 0(), and 0(9) organizations. Did the organization engage in any section 9 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been 0 b reported on any of its prior Forms 990 or 990-EZ? If ',' complete Schedule L, c Section 0(), 0(), and 0(9) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 9, 9, and G d Section 0(), 0(), and 0(9) organizations. Enter amount of tax on line 0c reimbursed by the organization G THE ORGANIZATION NW TH STREET SUITE 0 PORTLAND OR e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If ',' complete Form -T List the states with which a copy of this return is filed G OR a The organization's books are in care of G Located at G 0 Telephone no. G ZIP + G 0 e b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? If ',' enter the name of the foreign country:g b See the instructions for exceptions and filing requirements for FinCEN Form, Report of Foreign Bank and Financial Accounts (FBAR). c At any time during the calendar year, did the organization maintain an office outside the United States? If ',' enter the name of the foreign country:g c Section 97() nonexempt charitable trusts filing Form 990-EZ in lieu of Form 0 ' Check here G and enter the amount of tax-exempt interest received or accrued during the tax year G a Did the organization maintain any donor advised funds during the year? If ',' Form 990 must be completed instead of Form 990-EZ a N/A N/A b Did the organization operate one or more hospital facilities during the year? If ',' Form 990 must be completed instead of Form 990-EZ c Did the organization receive any payments for indoor tanning services during the year? b c d If '' to line c, has the organization filed a Form 70 to report these payments? If ',' provide an explanation in Schedule O a Did the organization have a controlled entity within the meaning of section ()? d a b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section ()? If ',' Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions) b TEEA0L 0//7 Form 990-EZ (07)

4 Form 990-EZ (07) Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If ',' complete Schedule C, Part VI Page Section 0() organizations only All section 0() organizations must answer questions 7-9b and, and complete the tables for lines 0 and. Check if the organization used Schedule O to respond to any question in this Part VI Did the organization engage in lobbying activities or have a section 0(h) election in effect during the tax year? If ',' complete Schedule C, I Is the organization a school as described in section 70()(A)(ii)? If ',' complete Schedule E a Did the organization make any transfers to an exempt non-charitable related organization? b If ',' was the related organization a section 7 organization? Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than 00,000 of compensation from the organization. If there is none, enter 'ne.' 7 Name and title of each employee Average hours per week devoted to position Reportable compensation (Forms W-/099-MISC) Health benefits, contributions to employee benefit plans, and deferred compensation 7 9 a 9 b (e) Estimated amount of other compensation NONE f Total number of other employees paid over 00, G Complete this table for the organization's five highest compensated independent contractors who each received more than 00,000 of compensation from the organization. If there is none, enter 'ne.' Type of service Name and business address of each independent contractor Compensation NONE d Total number of other independent contractors each receiving over 00, G Did the organization complete Schedule A? te: All section 0() organizations must attach a completed Schedule A G Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Here A A Signature of officer JEFF ALLEN EECUTIVE Type or print name and title Print/Type preparer's name Paid Preparer Use Only Date Preparer's signature Date CHERYL L. MORGAN, CPA Firm's name G KERN & THOMPSON, LLC Firm's address G 00 SW FIRST AVENUE, SUITE 0 PORTLAND, OR 970 DIRECTOR Check if self-employed PTIN P009 G 9-7 (0) - May the IRS discuss this return with the preparer shown above? See instructions G Firm's EIN Phone no. Form 990-EZ (07) TEEA0L 0//7

5 SCHEDULE A OMB Public Charity Status and Public Support (Form 990 or 990-EZ) Complete if the organization is a section 0() organization or a section 97() nonexempt charitable trust. G Attach to Form 990 or Form 990-EZ. Department of the Treasury Internal Revenue Service G Go to for instructions and the latest information. Name of the organization 07 Open to Public Inspection Employer identification number Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines through, check only one box.) A church, convention of churches, or association of churches described in section 70()(A)(i). A school described in section 70()(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) A hospital or a cooperative hospital service organization described in section 70()(A)(iii). A medical research organization operated in conjunction with a hospital described in section 70()(A)(iii). Enter the hospital's name, city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 70()(A)(iv). (Complete I.) 7 A federal, state, or local government or governmental unit described in section 70()(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 70()(A)(vi). (Complete I.) A community trust described in section 70()(A)(vi). (Complete I.) 9 An agricultural research organization described in section 70()(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: 0 An organization that normally receives: () more than -/% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions'subject to certain exceptions, and () no more than -/% of its support from gross investment income and unrelated business taxable income (less section tax) from businesses acquired by the organization after June 0, 97. See section 09(). (Complete II.) An organization organized and operated exclusively to test for public safety. See section 09(). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 09() or section 09(). See section 09(). Check the box in lines a through d that describes the type of supporting organization and complete lines e, f, and g. Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete V, Sections A and B. a b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete V, Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete V, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete V, Sections A and D, and Part V. d e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations g Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines -0 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) (A) (B) (C) (D) (E) Total For Paperwork Reduction Act tice, see the Instructions for Form 990 or 990-EZ. TEEA00L 0/0/7 Schedule A (Form 990 or 990-EZ) 07

6 I Support Schedule for Organizations Described in Sections 70()(A)(iv) and 70()(A)(vi) Page Schedule A (Form 990 or 990-EZ) 07 (Complete only if you checked the box on line, 7, or of or if the organization failed to qualify under II. If the organization fails to qualify under the tests listed below, please complete II.) Section A. Public Support Calendar year (or fiscal year beginning in) G Gifts, grants, contributions, and membership fees received. (Do not include any 'unusual grants.') Tax revenues levied for the organization's benefit and either paid to or expended on its behalf The value of services or facilities furnished by a governmental unit to the organization without charge.... Total. Add lines through... The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line that exceeds % of the amount shown on line, column (f)... Public support. Subtract line from line , (e) 07 7,00 0,00 (f) Total,00 7,00,00 7,00 0,00,00 7,00 9,,7 Section B. Total Support Calendar year (or fiscal year beginning in) G 7 Amounts from line Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources Net income from unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) , (e) 07 7,00 0,00 (f) Total,00 7,00 Total support. Add lines 7 through Gross receipts from related activities, etc. (see instructions) ,00 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 0() organization, check this box and stop here G Section C. Computation of Public Support Percentage Public support percentage for 07 (line, column (f) divided by line, column (f)) Public support percentage from 0 Schedule A, I, line % % a -/% support test'07. If the organization did not check the box on line, and line is -/% or more, check this box and stop here. The organization qualifies as a publicly supported organization G b -/% support test' If the organization did not check a box on line or a, and line is -/% or more, check this box and stop here. The organization qualifies as a publicly supported organization G 7a 0%-facts-and-circumstances test'07. If the organization did not check a box on line, a, or b, and line is 0% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization b 0%-facts-and-circumstances test' If the organization did not check a box on line, a, b, or 7a, and line is 0% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line, a, b, 7a, or 7b, check this box and see instructions... G G G Schedule A (Form 990 or 990-EZ) 07 TEEA00L 0/0/7

7 Support Schedule for Organizations Described in Section 09() Schedule A (Form 990 or 990-EZ) 07 II Page (Complete only if you checked the box on line 0 of or if the organization failed to qualify under I. If the organization fails to qualify under the tests listed below, please complete I.) Section A. Public Support Calendar year (or fiscal year beginning in) G Gifts, grants, contributions, and membership 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 business under section. Tax revenues levied for the organization's benefit and either paid to or expended on its behalf The value of services or facilities furnished by a governmental unit to the organization without charge.... Total. Add lines through... 7a Amounts included on lines,, and received from disqualified persons b Amounts included on lines and received from other than disqualified persons that exceed the greater of,000 or % of the amount on line for the year c Add lines 7a and 7b (e) 07 (f) Total Public support. (Subtract line 7c from line.) Section B. Total Support (e) 07 (f) Total Calendar year (or fiscal year beginning in) G 9 Amounts from line a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources b Unrelated business taxable income (less section taxes) from businesses acquired after June 0, c Add lines 0a and 0b Net income from unrelated business activities not included in line 0b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) Total support. (Add Iines 9, 0c,, and.) First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 0() organization, check this box and stop here G Section C. Computation of Public Support Percentage Public support percentage for 07 (line, column (f) divided by line, column (f)) Public support percentage from 0 Schedule A, II, line % % Section D. Computation of Investment Income Percentage Investment income percentage for 07 (line 0c, column (f) divided by line, column (f)) Investment income percentage from 0 Schedule A, II, line a -/% support tests'07. If the organization did not check the box on line, and line is more than -/%, and line 7 is not more than -/%, check this box and stop here. The organization qualifies as a publicly supported organization b -/% support tests' If the organization did not check a box on line or line 9a, and line is more than -/%, and line is not more than -/%, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line, 9a, or 9b, check this box and see instructions % % 7 TEEA00L 0/0/7 G G G Schedule A (Form 990 or 990-EZ) 07

8 Page Supporting Organizations (Complete only if you checked a box in line on. If you checked a of, complete Sections A and B. If you checked b of, complete Sections A and C. If you checked c of, complete Sections A, D, and E. If you checked d of, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Schedule A (Form 990 or 990-EZ) 07 V Are all of the organization's supported organizations listed by name in the organization's governing documents? If ',' describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 09() or ()? If ',' explain in Part VI how the organization determined that the supported organization was described in section 09() or (). a Did the organization have a supported organization described in section 0(), (), or ()? If ',' answer and below. a b Did the organization confirm that each supported organization qualified under section 0(), (), or () and satisfied the public support tests under section 09()? If ',' describe in Part VI when and how the organization made the determination. b c Did the organization ensure that all support to such organizations was used exclusively for section 70()(B) purposes? If ',' explain in Part VI what controls the organization put in place to ensure such use. c a Was any supported organization not organized in the United States ('foreign supported organization')? If '' and if you checked a or b in, answer and below. a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If ',' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 0() and 09() or ()? If ',' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 70()(B) purposes. c a Did the organization add, substitute, or remove any supported organizations during the tax year? If ',' answer and below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? b c Substitutions only. Was the substitution the result of an event beyond the organization's control? c Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If ',' provide detail in Part VI. 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 9()(C)), a family member of a substantial contributor, or a % controlled entity with regard to a substantial contributor? If ',' complete of Schedule L (Form 990 or 990-EZ). 7 Did the organization make a loan to a disqualified person (as defined in section 9) not described in line 7? If ',' complete of Schedule L (Form 990 or 990-EZ). 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 9 (other than foundation managers and organizations described in section 09() or ())? If ',' provide detail in Part VI. 9a b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If ',' provide detail in Part VI. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ',' provide detail in Part VI. 9c 0a Was the organization subject to the excess business holdings rules of section 9 because of section 9(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If ',' answer 0b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 70, to determine whether the organization had excess business holdings.) TEEA00L 0/0/7 0a 0b Schedule A (Form 990 or 990-EZ) 07

9 Supporting Organizations (continued) Schedule A (Form 990 or 990-EZ) 07 V Page Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in and below, the governing body of a supported organization? a b A family member of a person described in above? b c A % controlled entity of a person described in or above? If '' to a, b, or c, provide detail in Part VI. c Section B. Type I Supporting Organizations Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If ',' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If ',' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. Section C. Type II Supporting Organizations Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If ',' describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). Section D. All Type III Supporting Organizations Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If ',' explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). By reason of the relationship described in (), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If ',' describe in Part VI the role the organization's supported organizations played in this regard. Section E. Type III Functionally Integrated Supporting Organizations Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line below. b The organization is the parent of each of its supported organizations. Complete line below. c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). Activities Test. Answer and below. a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If ',' then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. a b Did the activities described in constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If ',' explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. b Parent of Supported Organizations. Answer and below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If ',' describe in Part VI the role played by the organization in this regard. b TEEA00L 0/0/7 Schedule A (Form 990 or 990-EZ) 07

10 Type III n-functionally Integrated 09() Supporting Organizations Schedule A (Form 990 or 990-EZ) 07 Part V Page Check here if the organization satisfied the Integral Part Test as a qualifying trust on v. 0, 970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. Section A ' Adjusted Net Income Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines through. Depreciation and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 7 Other expenses (see instructions) 7 Adjusted Net Income (subtract lines,, and 7 from line ). Section B ' Minimum Asset Amount (A) Prior Year (B) Current Year (optional) (A) Prior Year (B) Current Year (optional) Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities a b Average monthly cash balances b c Fair market value of other non-exempt-use assets c d Total (add lines a, b, and c) d e Discount claimed for blockage or other factors (explain in detail in Part VI): Acquisition indebtedness applicable to non-exempt-use assets Subtract line from line d. Cash deemed held for exempt use. Enter -/% of line (for greater amount, see instructions). Net value of non-exempt-use assets (subtract line from line ) Multiply line by.0. 7 Recoveries of prior-year distributions 7 Minimum Asset Amount (add line 7 to line ) Section C ' Distributable Amount Current Year Adjusted net income for prior year (from Section A, line, Column A) Enter % of line. Minimum asset amount for prior year (from Section B, line, Column A) Enter greater of line or line. Income tax imposed in prior year Distributable Amount. Subtract line from line, unless subject to emergency temporary reduction (see instructions). 7 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990 or 990-EZ) 07 TEEA00L 0/0/7

11 Page 7 Part V Type III n-functionally Integrated 09() Supporting Organizations (continued) Current Year Section D ' Distributions Schedule A (Form 990 or 990-EZ) 07 Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines through. Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 07 from Section C, line 0 Line amount divided by line 9 amount Section E ' Distribution Allocations (see instructions) Distributable amount for 07 from Section C, line Underdistributions, if any, for years prior to 07 (reasonable cause required ' explain in Part VI). See instructions. (i) Excess Distributions (ii) Underdistributions Pre-07 (iii) Distributable Amount for 07 Excess distributions carryover, if any, to 07 a b From c From d From e From f Total of lines a through e g Applied to underdistributions of prior years h Applied to 07 distributable amount i Carryover from 0 not applied (see instructions) j Remainder. Subtract lines g, h, and i from f. Distributions for 07 from Section D, line 7: a Applied to underdistributions of prior years b Applied to 07 distributable amount c Remainder. Subtract lines a and b from. Remaining underdistributions for years prior to 07, if any. Subtract lines g and a from line. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 07. Subtract lines h and b from line. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to Add lines j and c. Breakdown of line 7: a Excess from b Excess from c Excess from d Excess from e Excess from Schedule A (Form 990 or 990-EZ) 07 TEEA007L 0//7

12 Page Supplemental Information. Provide the explanations required by I, line 0; I, line 7a or 7b;II, line ; V, Section A, lines,, b, c, b, c, a,, 9a, 9b, 9c, a, b, and c; V, Section B, lines and ; V, Section C, line ; V, Section D, lines and ; V, Section E, lines c, a, b, a, and b; Part V, line ; Part V, Section B, line e; Part V, Section D, lines,, and ; and Part V, Section E, lines,, and. Also complete this part for any additional information. (See instructions.) Schedule A (Form 990 or 990-EZ) 07 Part VI TEEA00L 0/0/7 Schedule A (Form 990 or 990-EZ) 07

13 Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service PUBLIC DISCLOSURE COPY OMB Schedule of Contributors 07 G Attach to Form 990, Form 990-EZ, or Form 990-PF. G Go to for the latest information. Name of the organization Employer identification number Organization type (check one): Filers of: Form 990 or 990-EZ Section: 0( ) (enter number) organization 97() nonexempt charitable trust not treated as a private foundation 7 political organization Form 990-PF 0() exempt private foundation 97() nonexempt charitable trust treated as a private foundation 0() taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. te. Only a section 0(7), (), or (0) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 0() filing Form 990 or 990-EZ that met the -/% support test of the regulations under sections 09() and 70()(A)(vi), that checked Schedule A (Form 990 or 990-EZ), I, line, a, or b, and that received from any one contributor, during the year, total contributions of the greater of (),000 or () % of the amount on (i) Form 990, Part VIII, line h; or (ii) Form 990-EZ, line. Complete Parts I and II. For an organization described in section 0(7), (), or (0) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 0(7), (), or (0) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than,00 If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling,000 or more during the year G Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer '' on V, line, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF,, line, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act tice, see the instructions for Form 990, 990-EZ, or 990-PF. TEEA070L 0/09/7 Schedule B (Form 990, 990-EZ, or 990-PF) (07)

14 Page Schedule B (Form 990, 990-EZ, or 990-PF) (07) of of Name of organization Employer identification number Number Contributors (see instructions). Use duplicate copies of if additional space is needed. Name, address, and ZIP + Total contributions Type of contribution Person Payroll,00 ncash (Complete I for noncash contributions.) Number Name, address, and ZIP + Total contributions Type of contribution Person Payroll ncash (Complete I for noncash contributions.) Number Name, address, and ZIP + Total contributions Type of contribution Person Payroll ncash (Complete I for noncash contributions.) Number Name, address, and ZIP + Total contributions Type of contribution Person Payroll ncash (Complete I for noncash contributions.) Number Name, address, and ZIP + Total contributions Type of contribution Person Payroll ncash (Complete I for noncash contributions.) Number Name, address, and ZIP + Total contributions Type of contribution Person Payroll ncash (Complete I for noncash contributions.) TEEA070L 0/09/7 Schedule B (Form 990, 990-EZ, or 990-PF) (07)

15 to Page Schedule B (Form 990, 990-EZ, or 990-PF) (07) of I Name of organization Employer identification number I ncash Property (see instructions). Use duplicate copies of I if additional space is needed.. from Description of noncash property given FMV (or estimate) (See instructions.) Date received FMV (or estimate) (See instructions.) Date received FMV (or estimate) (See instructions.) Date received FMV (or estimate) (See instructions.) Date received FMV (or estimate) (See instructions.) Date received FMV (or estimate) (See instructions.) Date received N/A. from Description of noncash property given. from Description of noncash property given. from Description of noncash property given. from Description of noncash property given. from Description of noncash property given Schedule B (Form 990, 990-EZ, or 990-PF) (07) TEEA070L 0/09/7

16 Page Schedule B (Form 990, 990-EZ, or 990-PF) (07) Name of organization to of II Employer identification number II Exclusively religious, charitable, etc., contributions to organizations described in section 0(7), (), or (0) that total more than,000 for the year from any one contributor. Complete columns through (e) and the following line entry. For organizations completing II, enter the total of exclusively religious, charitable, etc., contributions of,000 or less for the year. (Enter this information once. See instructions.) G Use duplicate copies of II if additional space is needed.. from Purpose of gift Use of gift N/A Description of how gift is held N/A (e) Transfer of gift Transferee's name, address, and ZIP +. from Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP +. from Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP +. from Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (07) TEEA070L 0/09/7

17 SCHEDULE C (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Political Campaign and Lobbying Activities OMB For Organizations Exempt From Income Tax Under section 0 and section 7 07 G Complete if the organization is described below. G Attach to Form 990 or Form 990-EZ. G Go to at for instructions and the latest information Open to Public Inspection If the organization answered ',' on Form 990, V, line, or Form 990-EZ, Part V, line (Political Campaign Activities), then? Section 0() organizations: Complete Parts I-A and B. Do not complete -C.? Section 0 (other than section 0()) organizations: Complete Parts I-A and C below. Do not complete -B.? Section 7 organizations: Complete -A only. If the organization answered ',' on Form 990, V, line, or Form 990-EZ, Part VI, line 7 (Lobbying Activities), then? Section 0() organizations that have filed Form 7 (election under section 0(h)): Complete I-A. Do not complete I-B.? Section 0() organizations that have NOT filed Form 7 (election under section 0(h)): Complete I-B. Do not complete I-A. If the organization answered ',' on Form 990, V, line (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line c (Proxy Tax) (see separate instructions), then? Section 0(), (), or () organizations: Complete II. Name of organization Employer identification number -A Complete if the organization is exempt under section 0 or is a section 7 organization. Provide a description of the organization's direct and indirect political campaign activities in V. (see instructions for definition of 'political campaign activities') Political campaign activity expenditures (see instructions) G Volunteer hours for political campaign activities (see instructions) B Complete if the organization is exempt under section 0(). G G Enter the amount of any excise tax incurred by the organization under section If the organization incurred a section 9 tax, did it file Form 70 for this year? Enter the amount of any excise tax incurred by organization managers under section a Was a correction made? b If ',' describe in V. -C Complete if the organization is exempt under section 0, except section 0(). Enter the amount directly expended by the filing organization for section 7 exempt function activities G Enter the amount of the filing organization's funds contributed to other organizations for section 7 exempt function activities G Total exempt function expenditures. Add lines and. Enter here and on Form 0-POL, line 7b G Did the filing organization file Form 0-POL for this year? Enter the names, addresses and employer identification number (EIN) of all section 7 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in V. Name Address EIN Amount paid from filing organization's funds. If none, enter-0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-. () () () () () () For Paperwork Reduction Act tice, see the Instructions for Form 990 or 990-EZ. TEEA0L 0/09/7 Schedule C (Form 990 or 990-EZ) 07