30417 GREATHEARTS AMERICA Client

Transcription

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2 07 GREATHEARTS AMERICA 06 Client

3 990 Form Under setion 0(), 7, or 97(a)() of the Internal Revenue Code (exept private foundations) Department of the Treasury Do not enter soial seurity numers on this form as it may e made puli. Internal Revenue Servie Information aout Form 990 and its instrutions is at A For the 06 alendar year, or tax year eginning07/0/6, and ending 06/0/7 B Chek if appliale: C Name of organization D I J K Ativities & Governane Revenue Expenses Net Assets or Fund Balanes Address hange Name hange Initial return Final return/ terminated Amended return Appliation pending Tax-exempt status: Wesite: Form of organization: Part I F Doing usiness as Return of Organization Exempt From Inome Tax 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 Name and address of prinipal offier: Summary 0() 97(a)() or 7 6aProfessional fundraising fees (Part I, olumn (A), line e) Total fundraising expenses (Part I, olumn (D), line ) Other expenses (Part I, olumn (A), lines a d, f e) Total expenses. Add lines 7 (must equal Part I, olumn (A), line ) Revenue less expenses. Sutrat line 8 from line Room/suite E Telephone numer G Gross reeipts$ OMB Open to Puli Inspetion Employer identifiation numer H(a) Is this a group return for suordinates? Yes H() Are all suordinates inluded? Yes If "," attah a list. (see instrutions) Briefly desrie the organization's mission or most signifiant ativities: Chek this ox if the organization disontinued its operations or disposed of more than % of its net assets. 6 Numer of voting memers of the governing ody (Part VI, line a) Numer of independent voting memers of the governing ody (Part VI, line ) Total numer of individuals employed in alendar year 06 (Part V, line a) Total numer of volunteers (estimate if neessary) a Total unrelated usiness revenue from Part VIII, olumn (C), line Net unrelated usiness taxale inome from Form 990-T, line a 7 Prior Year Part II Contriutions and grants (Part VIII, line h) Program servie revenue (Part VIII, line g) Investment inome (Part VIII, olumn (A), lines,, and 7d) Other revenue (Part VIII, olumn (A), lines, 6d, 8, 9, 0, and e) Total revenue add lines 8 through (must equal Part VIII, olumn (A), line ) Grants and similar amounts paid (Part I, olumn (A), lines ) Benefits paid to or for memers (Part I, olumn (A), line ) Salaries, other ompensation, employee enefits (Part I, olumn (A), lines 0) Total assets (Part, line 6) Total liailities (Part, line 6) Net assets or fund alanes. Sutrat line from line Signature Blok GREATHEARTS AMERICA 80 E WASHINGTON STREET SUITE 0 PHOENI AZ 80 RON ZOROMSKI 70 N PIMA RD SCOTTSDALE AZ 88 0()() ( ) (insert no.) Beginning of Current Year **-*** ,70,697 H() Group exemption numer Corporation Trust Assoiation Other L Year of formation: 0 M State of legal domiile: AZ SEE SCHEDULE O Current Year 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 ,0,8,0,96,77,,68,69,77,70,697 7,0 0 0,689,7,76, 0 90,0 09,8,779,7,6,060-87,6,,67 End of Year,9,9,8,078,6,8 8,6 -,0,0 9,6 Sign Here Paid Preparer Use Only Signature of offier RON ZOROMSKI Type or print name and title Print/Type preparer's name Preparer's signature Date Chek if PTIN self-employed Firm's name FESTER & CHAPMAN, PLLC Firm's EIN **-***67 RACHEL R. LOCKE, CPA RACHEL R. LOCKE, CPA 06/0/8 ********* 909 E. BAHIA DR STE SCOTTSDALE, AZ 860 Phone no Firm's address May the IRS disuss this return with the preparer shown aove? (see instrutions) For Paperwork Redution At tie, see the separate instrutions. CFO Date Yes Form 990 (06)

4 Form 990 (06) Page Part III Statement of Program Servie Aomplishments Briefly desrie the organization's mission: Did the organization undertake any signifiant program servies during the year whih were not listed on the prior Form 990 or 990-EZ? If "Yes," desrie these new servies on Shedule O. Did the organization ease onduting, or make signifiant hanges in how it onduts, any program servies? If "Yes," desrie these hanges on Shedule O. Desrie the organization's program servie aomplishments for eah of its three largest program servies, as measured y expenses. Setion 0()() and 0()() organizations are required to report the amount of grants and alloations to others, the total expenses, and revenue, if any, for eah program servie reported. a (Code: ) (Expenses $ inluding grants of$ ) (Revenue $ ) ) $ (Revenue ) inluding grants of$ ) (Expenses $ (Code: (Code: $ inluding grants of$ ) ) (Expenses $ ) (Revenue. d Other program servies (Desrie in Shedule O.) (Revenue ) $ (Expenses ) inluding grants of$ $ e Total program servie expenses Form 990 (06) Yes Yes Chek if Shedule O ontains a response or note to any line in this Part III SEE SCHEDULE O,,68 GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K- ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS AND BEAUTY /0/08 9:9 AM

5 Form 990 (06) a a Part IV a d e f Cheklist of Required Shedules Is the organization desried in setion 0()() or 97(a)() (other than a private foundation)? If Yes, omplete Shedule A Is the organization required to omplete Shedule B, Shedule of Contriutors (see instrutions)? Did the organization engage in diret or indiret politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If Yes, omplete Shedule C, Part I Setion 0()() organizations. Did the organization engage in loying ativities, or have a setion 0(h) eletion in effet during the tax year? If "Yes," omplete Shedule C, Part II Is the organization a setion 0()(), 0()(), or 0()(6) organization that reeives memership dues, assessments, or similar amounts as defined in Revenue Proedure 98-9? If "Yes," omplete Shedule C, Part III Did the organization maintain any donor advised funds or any similar funds or aounts for whih donors have the right to provide advie on the distriution or investment of amounts in suh funds or aounts? If Yes, omplete Shedule D, Part I Did the organization reeive or hold a onservation easement, inluding easements to preserve open spae, the environment, histori land areas, or histori strutures? If Yes, omplete Shedule D, Part II Did the organization maintain olletions of works of art, historial treasures, or other similar assets? If Yes, omplete Shedule D, Part III Did the organization report an amount in Part, line, for esrow or ustodial aount liaility, serve as a ustodian for amounts not listed in Part ; or provide redit ounseling, det management, redit repair, or det negotiation servies? If Yes, omplete Shedule D, Part IV Did the organization, diretly or through a related organization, hold assets in temporarily restrited endowments, permanent endowments, or quasi-endowments? If Yes, omplete Shedule D, Part V If the organization's answer to any of the following questions is Yes, then omplete Shedule D, Parts VI, VII, VIII, I, or as appliale. Did the organization report an amount for land, uildings, and equipment in Part, line 0? If "Yes," omplete Shedule D, Part VI Did the organization report an amount for investments other seurities in Part, line that is % or more of its total assets reported in Part, line 6? If "Yes," omplete Shedule D, Part VII Did the organization report an amount for investments program related in Part, line that is % or more of its total assets reported in Part, line 6? If "Yes," omplete Shedule D, Part VIII Did the organization report an amount for other assets in Part, line that is % or more of its total assets reported in Part, line 6? If "Yes," omplete Shedule D, Part I Did the organization report an amount for other liailities in Part, line? If "Yes," omplete Shedule D, Part Did the organization's separate or onsolidated finanial statements for the tax year inlude a footnote that addresses the organization's liaility for unertain tax positions under FIN 8 (ASC 70)? If "Yes," omplete Shedule D, Part Did the organization otain separate, independent audited finanial statements for the tax year? If Yes, omplete Shedule D, Parts I and II Was the organization inluded in onsolidated, independent audited finanial statements for the tax year? If "Yes," and if the organization answered "" to line a, then ompleting Shedule D, Parts I and II is optional Is the organization a shool desried in setion 70()()(A)(ii)? If Yes, omplete Shedule E Did the organization maintain an offie, employees, or agents outside of the United States? Did the organization have aggregate revenues or expenses of more than $0,0 from grantmaking, fundraising, usiness, investment, and program servie ativities outside the United States, or aggregate foreign investments valued at $,0 or more? If Yes, omplete Shedule F, Parts I and IV Did the organization report on Part I, olumn (A), line, more than $,0 of grants or other assistane to or for any foreign organization? If Yes, omplete Shedule F, Parts II and IV Did the organization report on Part I, olumn (A), line, more than $,0 of aggregate grants or other assistane to or for foreign individuals? If Yes, omplete Shedule F, Parts III and IV Did the organization report a total of more than $,0 of expenses for professional fundraising servies on Part I, olumn (A), lines 6 and e? If Yes, omplete Shedule G, Part I (see instrutions) Did the organization report more than $,0 total of fundraising event gross inome and ontriutions on Part VIII, lines and 8a? If "Yes," omplete Shedule G, Part II Did the organization report more than $,0 of gross inome from gaming ativities on Part VIII, line 9a? If "Yes," omplete Shedule G, Part III a d e f a a Yes Page Form 990 (06)

6 Form 990 (06) Page 0a a Part IV d a Cheklist of Required Shedules (ontinued) Did the organization operate one or more hospital failities? If Yes, omplete Shedule H If Yes to line 0a, did the organization attah a opy of its audited finanial statements to this return? Did the organization report more than $,0 of grants or other assistane to any domesti organization or domesti government on Part I, olumn (A), line? If Yes, omplete Shedule I, Parts I and II Did the organization report more than $,0 of grants or other assistane to or for domesti individuals on Part I, olumn (A), line? If Yes, omplete Shedule I, Parts I and III Did the organization answer Yes to Part VII, Setion A, line,, or aout ompensation of the organization's urrent and former offiers, diretors, trustees, key employees, and highest ompensated employees? If "Yes," omplete Shedule J Did the organization have a tax-exempt ond issue with an outstanding prinipal amount of more than $,0 as of the last day of the year, that was issued after Deemer,? If Yes, answer lines through d and omplete Shedule K. If, go to line a Did the organization invest any proeeds of tax-exempt onds eyond a temporary period exeption? Did the organization maintain an esrow aount other than a refunding esrow at any time during the year to defease any tax-exempt onds? Did the organization at as an on ehalf of issuer for onds outstanding at any time during the year? Setion 0()(), 0()(), and 0()(9) organizations. Did the organization engage in an exess enefit transation with a disqualified person during the year? If Yes, omplete Shedule L, Part I Is the organization aware that it engaged in an exess enefit transation with a disqualified person in a prior year, and that the transation has not een reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," omplete Shedule L, Part I Did the organization report any amount on Part, line, 6, or for reeivales from or payales to any urrent or former offiers, diretors, trustees, key employees, highest ompensated employees, or disqualified persons? If "Yes," omplete Shedule L, Part II Did the organization provide a grant or other assistane to an offier, diretor, trustee, key employee, sustantial ontriutor or employee thereof, a grant seletion ommittee memer, or to a % ontrolled entity or family memer of any of these persons? If Yes, omplete Shedule L, Part III Was the organization a party to a usiness transation with one of the following parties (see Shedule L, Part IV instrutions for appliale filing thresholds, onditions, and exeptions): a A urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV A family memer of a urrent or former offier, diretor, trustee, or key employee? If "Yes," omplete Shedule L, Part IV An entity of whih a urrent or former offier, diretor, trustee, or key employee (or a family memer thereof) was an offier, diretor, trustee, or diret or indiret owner? If Yes, omplete Shedule L, Part IV Did the organization reeive more than $,0 in non-ash ontriutions? If Yes, omplete Shedule M Did the organization reeive ontriutions of art, historial treasures, or other similar assets, or qualified onservation ontriutions? If Yes, omplete Shedule M Did the organization liquidate, terminate, or dissolve and ease operations? If Yes, omplete Shedule N, Part I Did the organization sell, exhange, dispose of, or transfer more than % of its net assets? If "Yes," omplete Shedule N, Part II Did the organization own % of an entity disregarded as separate from the organization under Regulations setions and ? If Yes, omplete Shedule R, Part I Was the organization related to any tax-exempt or taxale entity? If Yes, omplete Shedule R, Parts II, III, or IV, and Part V, line a Did the organization have a ontrolled entity within the meaning of setion ()()? If "Yes" to line a, did the organization reeive any payment from or engage in any transation with a ontrolled entity within the meaning of setion ()()? If Yes, omplete Shedule R, Part V, line Setion 0()() organizations. Did the organization make any transfers to an exempt non-haritale related organization? If Yes, omplete Shedule R, Part V, line Did the organization ondut more than % of its ativities through an entity that is not a related organization and that is treated as a partnership for federal inome tax purposes? If Yes, omplete Shedule R, Part VI Did the organization omplete Shedule O and provide explanations in Shedule O for Part VI, lines and 9? te. All Form 990 filers are required to omplete Shedule O. 0a 0 a d a 6 7 8a a Yes Form 990 (06)

7 Form 990 (06) Part V a a a a a 6a 7 a d e f g h 8 9 a 0 a a a Statements Regarding Other IRS Filings and Tax Compliane Chek if Shedule O ontains a response or note to any line in this Part V Enter the numer reported in Box of Form 096. Enter -0- if not appliale a Enter the numer of Forms W-G inluded in line a. Enter -0- if not appliale Did the organization omply with akup withholding rules for reportale payments to vendors and reportale gaming (gamling) winnings to prize winners? Enter the numer of employees reported on Form W-, Transmittal of Wage and Tax Statements, filed for the alendar year ending with or within the year overed y this return.... a 0 If at least one is reported on line a, did the organization file all required federal employment tax returns? te. If the sum of lines a and a is greater than 0, you may e required to e-file (see instrutions) Did the organization have unrelated usiness gross inome of $,0 or more during the year? If Yes, has it filed a Form 990-T for this year? If to line, provide an explanation in Shedule O 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 Yes, enter the name of the foreign ountry: See instrutions for filing requirements for FinCEN Form, Report of Foreign Bank and Finanial Aounts (FBAR). Was the organization a party to a prohiited tax shelter transation at any time during the tax year? Did any taxale party notify the organization that it was or is a party to a prohiited tax shelter transation? If Yes to line a or, did the organization file Form 8886-T? Does the organization have annual gross reeipts that are normally greater than $,0, and did the organization soliit any ontriutions that were not tax dedutile as haritale ontriutions? If Yes, did the organization inlude with every soliitation an express statement that suh ontriutions or gifts were not tax dedutile? Organizations that may reeive dedutile ontriutions under setion 70(). Did the organization reeive a payment in exess of $7 made partly as a ontriution and partly for goods and servies provided to the payor? If Yes, did the organization notify the donor of the value of the goods or servies provided? Did the organization sell, exhange, or otherwise dispose of tangile personal property for whih it was required to file Form 88? If Yes, indiate the numer of Forms 88 filed during the year d Did the organization reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat? Did the organization, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat? If the organization reeived a ontriution of qualified intelletual property, did the organization file Form 8899 as required?.. If the organization reeived a ontriution of ars, oats, airplanes, or other vehiles, did the organization file a Form 098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained y the sponsoring organization have exess usiness holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxale distriutions under setion 966? Did the sponsoring organization make a distriution to a donor, donor advisor, or related person? Setion 0()(7) organizations. Enter: Initiation fees and apital ontriutions inluded on Part VIII, line a Gross reeipts, inluded on Form 990, Part VIII, line, for puli use of lu failities Setion 0()() organizations. Enter: Gross inome from memers or shareholders a Gross inome from other soures (Do not net amounts due or paid to other soures against amounts due or reeived from them.) Setion 97(a)() non-exempt haritale trusts. Is the organization filing Form 990 in lieu of Form 0? If Yes, enter the amount of tax-exempt interest reeived or arued during the year Setion 0()(9) qualified nonprofit health insurane issuers. a Is the organization liensed to issue qualified health plans in more than one state? te. See the instrutions for additional information the organization must report on Shedule O. Enter the amount of reserves the organization is required to maintain y the states in whih the organization is liensed to issue qualified health plans Enter the amount of reserves on hand a Did the organization reeive any payments for indoor tanning servies during the tax year? If "Yes," has it filed a Form 70 to report these payments? If "," provide an explanation in Shedule O Yes Page Form 990 (06) 9 0 a a a 6a 6 7a 7 7 7e 7f 7g 7h 8 9a 9 a a a

8 Form 990 (06) Page 6 Part VI Governane, Management, and Dislosure For eah "Yes" response to lines through 7 elow, and for a "" response to line 8a, 8, or 0 elow, desrie the irumstanes, proesses, or hanges in Shedule O. See instrutions. Chek if Shedule O ontains a response or note to any line in this Part VI Setion A. Governing Body and Management a 6 7a 8 a 9 Setion C. Dislosure Enter the numer of voting memers of the governing ody at the end of the tax year a If there are material differenes in voting rights among memers of the governing ody, or if the governing ody delegated road authority to an exeutive ommittee or similar ommittee, explain in Shedule O. Enter the numer of voting memers inluded in line a, aove, who are independent Did any offier, diretor, trustee, or key employee have a family relationship or a usiness relationship with any other offier, diretor, trustee, or key employee? Did the organization delegate ontrol over management duties ustomarily performed y or under the diret supervision of offiers, diretors, or trustees, or key employees to a management ompany or other person? Did the organization make any signifiant hanges to its governing douments sine the prior Form 990 was filed? Did the organization eome aware during the year of a signifiant diversion of the organization s assets? Did the organization have memers or stokholders? Did the organization have memers, stokholders, or other persons who had the power to elet or appoint one or more memers of the governing ody? a Are any governane deisions of the organization reserved to (or sujet to approval y) memers, stokholders, or persons other than the governing ody? Did the organization ontemporaneously doument the meetings held or written ations undertaken during the year y the following: The governing ody? Eah ommittee with authority to at on ehalf of the governing ody? Is there any offier, diretor, trustee, or key employee listed in Part VII, Setion A, who annot e reahed at the organization s mailing address? If Yes, provide the names and addresses in Shedule O Setion B. Poliies (This Setion B requests information aout poliies not required y the Internal Revenue Code.) 0a Did the organization have loal hapters, ranhes, or affiliates? If Yes, did the organization have written poliies and proedures governing the ativities of suh hapters, affiliates, and ranhes to ensure their operations are onsistent with the organization's exempt purposes? a Has the organization provided a omplete opy of this Form 990 to all memers of its governing ody efore filing the form?. Desrie in Shedule O the proess, if any, used y the organization to review this Form 990. a a 6a Did the organization have a written onflit of interest poliy? If, go to line Were offiers, diretors, or trustees, and key employees required to dislose annually interests that ould give rise to onflits? Did the organization regularly and onsistently monitor and enfore ompliane with the poliy? If Yes, desrie in Shedule O how this was done Did the organization have a written whistlelower poliy? Did the organization have a written doument retention and destrution poliy? Did the proess for determining ompensation of the following persons inlude a review and approval y independent persons, omparaility data, and ontemporaneous sustantiation of the delieration and deision? The organization s CEO, Exeutive Diretor, or top management offiial Other offiers or key employees of the organization If Yes to line a or, desrie the proess in Shedule O (see instrutions). Did the organization invest in, ontriute assets to, or partiipate in a joint venture or similar arrangement with a taxale entity during the year? If Yes, did the organization follow a written poliy or proedure requiring the organization to evaluate its partiipation in joint venture arrangements under appliale federal tax law, and take steps to safeguard the organization s exempt status with respet to suh arrangements? List the states with whih a opy of this Form 990 is required to e filed Setion 60 requires an organization to make its Forms 0 (or 0 if appliale), 990, and 990-T (Setion 0()()s only) availale for puli inspetion. Indiate how you made these availale. Chek all that apply. Own wesite Another's wesite Upon request Other (explain in Shedule O) Desrie in Shedule O whether (and if so, how) the organization made its governing douments, onflit of interest poliy, and finanial statements availale to the puli during the tax year. State the name, address, and telephone numer of the person who possesses the organization's ooks and reords: RON ZOROMSKI AZ 70 N PIMA RD SCOTTSDALE AZ a 8 9 0a 0 a a a 6a 6 Yes Yes Form 990 (06)

9 Form 990 (06) Part VII Compensation of Offiers, Diretors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contrators Chek if Shedule O ontains a response or note to any line in this Part VII Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees a Complete this tale for all persons required to e listed. Report ompensation for the alendar year ending with or within the organization's tax year. List all of the organization's urrent offiers, diretors, trustees (whether individuals or organizations), regardless of amount of ompensation. Enter -0- in olumns (D), (E), and (F) if no ompensation was paid. List all of the organization's urrent key employees, if any. See instrutions for definition of "key employee." List the organization's five urrent highest ompensated employees (other than an offier, diretor, trustee, or key employee) who reeived reportale ompensation (Box of Form W- and/or Box 7 of Form 099-MISC) of more than $,0 from the organization and any related organizations. List all of the organization's former offiers, key employees, and highest ompensated employees who reeived more than $,0 of reportale ompensation from the organization and any related organizations. List all of the organization s former diretors or trustees that reeived, in the apaity as a former diretor or trustee of the organization, more than $0,0 of reportale ompensation from the organization and any related organizations. List persons in the following order: individual trustees or diretors; institutional trustees; offiers; key employees; highest ompensated employees; and former suh persons. Chek this ox if neither the organization nor any related organization ompensated any urrent offier, diretor, or trustee. () () () () () (6) (7) (8) (9) (0) () (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportale Reportale Estimated hours per (do not hek more than one ompensation ompensation from amount of week ox, unless person is oth an from related other (list any hours for offier and a diretor/trustee) the organization organizations (W-/099-MISC) ompensation from the related (W-/099-MISC) organization organizations and related elow dotted organizations line) CEO CHRISTINE JONES DANIEL COSTELLO SECRETARY/TREASURER DANIEL SCOGGIN DIRECTOR DERRICK HALL DIRECTOR JAY HEILER PRESIDENT MICHAEL BURKE BOARD VICE PRESIDENT STEVE WHEELER DIRECTOR KURT DAVIS DIRECTOR CAO ROBERT JACKSON WARD HUSETH CFO/CEO AARON KINDEL VICE PRESIDENT Individual trustee or diretor Institutional trustee Offier Key employee Highest ompensated employee Former Page ,6 0, ,7 8,80, ,09 0 8, , , ,0 0, ,6 8,86,98 Form 990 (06)

10 Form 990 (06) Page 8 Setion A. Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees (ontinued) Part VII (A) Name and title () KIANN MAPES (B) Average hours per week (list any hours for related organizations elow dotted line) (C) Position (do not hek more than one ox, unless person is oth an offier and a diretor/trustee) Individual trustee or diretor Institutional trustee Offier Key employee Highest ompensated employee Former (D) Reportale ompensation from the organization (W-/099-MISC) (E) Reportale ompensation from related organizations (W-/099-MISC) (F) Estimated amount of other ompensation from the organization and related organizations VICE PRESIDENT 0., 0 0,9 () KERI CAMBELL SENIOR DIRECTOR CC 0. 07,79 0 9,88 () HELEN HAYES VICE PRESIDENT 0. 8,90 0 0, Su-total Total from ontinuation sheets to Part VII, Setion A d Total (add lines and ) Total numer of individuals (inluding ut not limited to those listed aove) who reeived more than $,0 of reportale ompensation from the organization 6,9,9 6,9 9,607,9,9 6,9 9,607 Did the organization list any former offier, diretor, or trustee, key employee, or highest ompensated employee on line a? If Yes, omplete Shedule J for suh individual For any individual listed on line a, is the sum of reportale ompensation and other ompensation from the organization and related organizations greater than $0,0? If Yes, omplete Shedule J for suh individual Did any person listed on line a reeive or arue ompensation from any unrelated organization or individual for servies rendered to the organization? If Yes, omplete Shedule J for suh person Setion B. Independent Contrators Complete this tale for your five highest ompensated independent ontrators that reeived more than $,0 of ompensation from the organization. Report ompensation for the alendar year ending with or within the organization's tax year. (A) (B) Name and usiness address Desription of servies Yes (C) Compensation Total numer of independent ontrators (inluding ut not limited to those listed aove) who reeived more than $,0 of ompensation from the organization 0 Form 990 (06)

11 Form 990 (06) Page 9 Part VIII Contriutions, Gifts, Grants and Other Similar Amounts Program Servie Revenue Other Revenue a d e f g h Statement of Revenue Chek if Shedule O ontains a response or note to any line in this Part VIII Federated ampaigns..... Memership dues Fundraising events Related organizations..... Government grants (ontriutions).. All other ontriutions, gifts, grants, and similar amounts not inluded aove a d e nash ontriutions inluded in lines a-f: Total. Add lines a f a d e f All other program servie revenue g Total. Add lines a f Investment inome (inluding dividends, interest, and other similar amounts) Inome from investment of tax-exempt ond proeeds Royalties (i) Real f $ (ii) Personal 6a Gross rents Less: rental exps. Rental in. or (loss) d Net rental inome or (loss) a Gross amount from (i) Seurities (ii) Other sales of assets other than inventory Less: ost or other d 8a 9a 0a a d e Busn. Code asis & sales exps. Gain or (loss) Net gain or (loss) Gross inome from fundraising events (not inluding $ of ontriutions reported on line ). See Part IV, line a Less: diret expenses Net inome or (loss) from fundraising events Gross inome from gaming ativities. See Part IV, line Less: diret expenses Net inome or (loss) from gaming ativities Gross sales of inventory, less returns and allowanes a Less: ost of goods sold Net inome or (loss) from sales of inventory Misellaneous Revenue All other revenue Total. Add lines a d Total revenue. See instrutions a ,8,0 Busn. Code (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt funtion revenue usiness revenue exluded from tax under setions -,8,0 MANAGEMENT SERVICES FEE 670,,68,,68,,68,70,697,, Form 990 (06)

12 Form 990 (06) Part I Statement of Funtional Expenses Setion 0()() and 0()() organizations must omplete all olumns. All other organizations must omplete olumn (A). Chek if Shedule O ontains a response or note to any line in this Part I Do not inlude amounts reported on lines 6, (A) (B) (C) (D) Total expenses Program servie Management and Fundraising 7, 8, 9, and 0 of Part VIII. expenses general expenses expenses Grants and other assistane to domesti organizations a d e f g a d e 6 and domesti governments. See Part IV, line Grants and other assistane to domesti individuals. See Part IV, line Grants and other assistane to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines and Benefits paid to or for memers Compensation of urrent offiers, diretors, trustees, and key employees Compensation not inluded aove, to disqualified persons (as defined under setion 98(f)()) and persons desried in setion 98()()(B)..... Other salaries and wages Pension plan aruals and ontriutions (inlude setion 0(k) and 0() employer ontriutions) Other employee enefits Payroll taxes Fees for servies (non-employees): Management Legal Aounting Loying Professional fundraising servies. See Part IV, line 7 Investment management fees Other. (If line g amount exeeds 0% of line, olumn (A) amount, list line g expenses on Shedule O.) Advertising and promotion Offie expenses Information tehnology Royalties Oupany Travel Payments of travel or entertainment expenses for any federal, state, or loal puli offiials Conferenes, onventions, and meetings. Interest Payments to affiliates Depreiation, depletion, and amortization. Insurane Other expenses. Itemize expenses not overed aove (List misellaneous expenses in line e. If line e amount exeeds 0% of line, olumn (A) amount, list line e expenses on Shedule O.) All other expenses Total funtional expenses. Add lines through e... Joint osts. Complete this line only if the organization reported in olumn (B) joint osts from a omined eduational ampaign and fundraising soliitation. Chek here if following SOP 98- (ASC 98-70) , 76, 88,77 88,77,787,787 8,889 8,889 0,69 0,69,, 9,6 9,6,90,90 8,00 8,00 9,87 9,87 0,96 0,96 9,06 9,06,9,9 PROFESSIONAL DEVELOPMENT 9,6 9,6 CONTRACT LABOR 7,6 7,6 MEALS,69,69 INSURANCE 0,980 0,980 Page 0,706, 9,6,060 0,,68 9 Form 990 (06)

13 Form 990 (06) Page Assets Liailities Net Assets or Fund Balanes Part a Balane Sheet Chek if Shedule O ontains a response or note to any line in this Part (A) (B) Beginning of year End of year Cash non-interest earing Savings and temporary ash investments Pledges and grants reeivale, net Aounts reeivale, net Loans and other reeivales from urrent and former offiers, diretors, trustees, key employees, and highest ompensated employees. Complete Part II of Shedule L Loans and other reeivales from other disqualified persons (as defined under setion 98(f)()), persons desried in setion 98()()(B), and ontriuting employers and sponsoring organizations of setion 0()(9) voluntary employees' enefiiary organizations (see instrutions). Complete Part II of Shedule L tes and loans reeivale, net Inventories for sale or use Prepaid expenses and deferred harges Land, uildings, and equipment: ost or other asis. Complete Part VI of Shedule D a Less: aumulated depreiation Investments pulily traded seurities Investments other seurities. See Part IV, line Investments program-related. See Part IV, line Intangile assets Other assets. See Part IV, line Total assets. Add lines through (must equal line ) Aounts payale and arued expenses Grants payale Deferred revenue Tax-exempt ond liailities Esrow or ustodial aount liaility. Complete Part IV of Shedule D Loans and other payales to urrent and former offiers, diretors, trustees, key employees, highest ompensated employees, and disqualified persons. Complete Part II of Shedule L Seured mortgages and notes payale to unrelated third parties Unseured notes and loans payale to unrelated third parties Other liailities (inluding federal inome tax, payales to related third parties, and other liailities not inluded on lines 7-). Complete Part of Shedule D Total liailities. Add lines 7 through Organizations that follow SFAS 7 (ASC 98), hek here and omplete lines 7 through 9, and lines and. Unrestrited net assets Temporarily restrited net assets Permanently restrited net assets Organizations that do not follow SFAS 7 (ASC 98), hek here and omplete lines 0 through. Capital stok or trust prinipal, or urrent funds Paid-in or apital surplus, or land, uilding, or equipment fund Retained earnings, endowment, aumulated inome, or other funds Total net assets or fund alanes Total liailities and net assets/fund alanes ,06,0,6,70, ,8 6,0 96,7,7 80,7 9, ,0 6,76,9,9,8,078 6,69, ,99,60,,0,6,8 6 8,6 -,0,0 9,6 -,0,0 9,6,9,9,8,078 Form 990 (06)

14 Form 990 (06) Part I Part II Reoniliation of Net Assets Chek if Shedule O ontains a response or note to any line in this Part I Total revenue (must equal Part VIII, olumn (A), line ) Total expenses (must equal Part I, olumn (A), line ) Revenue less expenses. Sutrat line from line Net assets or fund alanes at eginning of year (must equal Part, line, olumn (A)) Net unrealized gains (losses) on investments Donated servies and use of failities Investment expenses Prior period adjustments Other hanges in net assets or fund alanes (explain in Shedule O) Net assets or fund alanes at end of year. Comine lines through 9 (must equal Part, line, olumn (B)) Finanial Statements and Reporting Chek if Shedule O ontains a response or note to any line in this Part II Yes Aounting method used to prepare the Form 990: Cash Arual Other If the organization hanged its method of aounting from a prior year or heked Other, explain in Shedule O. a Were the organization's finanial statements ompiled or reviewed y an independent aountant? a If "Yes," hek a ox elow to indiate whether the finanial statements for the year were ompiled or reviewed on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis Were the organization's finanial statements audited y an independent aountant? If "Yes," hek a ox elow to indiate whether the finanial statements for the year were audited on a separate asis, onsolidated asis, or oth: Separate asis Consolidated asis Both onsolidated and separate asis If Yes to line a or, does the organization have a ommittee that assumes responsiility for oversight of the audit, review, or ompilation of its finanial statements and seletion of an independent aountant? If the organization hanged either its oversight proess or seletion proess during the tax year, explain in Shedule O. a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit At and OMB Cirular A-? a If Yes, did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Shedule O and desrie any steps taken to undergo suh audits Page,70,697,6,060,,67 -,0,0 9,6 Form 990 (06)

15 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 0()() organization or a setion 97(a)() nonexempt haritale trust. Attah to Form 990 or Form 990-EZ. Information aout Shedule A (Form 990 or 990-EZ) and its instrutions is at OMB. -7 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.) Open to Puli Inspetion 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). A medial researh organization operated in onjuntion with a hospital desried in setion 70()()(A)(iii). Enter the hospital's name, 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 agriultural researh organization desried in setion 70()()(A)(ix) operated in onjuntion with a land-grant ollege or university or a non-land grant ollege of agriulture (see instrutions). Enter the name, ity, and state of the ollege or university: An organization that normally reeives: () more than /% of its support from ontriutions, memership fees, and gross 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 tax) from usinesses aquired y the organization after June 0, 97. See setion 09(a)(). (Complete Part III.) (A) An organization organized and operated exlusively to test for puli safety. See setion 09(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 09(a)() or setion 09(a)(). See setion 09(a)(). Chek the ox in lines a through d that desries the type of supporting organization and omplete lines e, f, and g. a 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. d 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. e 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 0 aove (see instrutions)) (iv) Is the organization listed in your governing doument? Yes (v) Amount of monetary support (see instrutions) (vi) Amount of other support (see instrutions) (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) 06

16 Shedule A (Form 990 or 990-EZ) 06 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, 7, or 8 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) (a) 0 () 0 () 0 (d) 0 (e) 06 (f) Total Page 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 6,9,0,0 76,0,8,0,6, 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 from line. Setion B. Total Support Calendar year (or fisal year eginning in) 0 Amounts from line Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures Net inome from unrelated usiness ativities, whether or not the usiness is regularly arried on (a) 0 0,0 6,9,0,0 76,0,8,0,6,99 () 0 () 0 (d) 0 (e) 06 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 0()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage Puli support perentage for 06 (line 6, olumn (f) divided y line, olumn (f)) % Puli support perentage from 0 Shedule A, Part II, line % 6a /% support test 06. 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 6a, and line is /% or more, hek this ox and stop here. The organization qualifies as a pulily supported organization a 0%-fats-and-irumstanes test 06. If the organization did not hek a ox on line, 6a, or 6, 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,6,99 (f) Total 0,0 6,9,0,0 76,0,8,0,6,99,6,99,,68 organization %-fats-and-irumstanes test 0. If the organization did not hek a ox on line, 6a, 6, or 7a, 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 Private foundation. If the organization did not hek a ox on line, 6a, 6, 7a, or 7, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) 06

17 Shedule A (Form 990 or 990-EZ) 06 Page Part III Support Shedule for Organizations Desried in Setion 09(a)() (Complete only if you heked the ox on line 0 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) Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants."). 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 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 Total. Add lines through a 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 $,0 or % of the amount on line for the year. (a) 0 () 0 () 0 (d) 0 (e) 06 (f) Total Add lines 7a and Puli support. (Sutrat line 7 from line 6.) Setion B. Total Support Calendar year (or fisal year eginning in) 9 Amounts from line (a) 0 () 0 () 0 (d) 0 (e) 06 (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 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 0()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage Puli support perentage for 06 (line 8, 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 Investment inome perentage for 06 (line 0, olumn (f) divided y line, olumn (f)) Investment inome perentage from 0 Shedule A, Part III, line a /% support tests 06. If the organization did not hek the ox on line, and line is more than /%, and line 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 6 is more than /%, and line 8 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) 06

18 Shedule A (Form 990 or 990-EZ) 06 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 a a 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 09(a)() or ()? If "Yes," explain in Part VI how the organization determined that the supported organization was desried in setion 09(a)() or (). Did the organization have a supported organization desried in setion 0()(), (), or (6)? If "Yes," answer () and () elow. Did the organization onfirm that eah supported organization qualified under setion 0()(), (), or (6) and satisfied the puli support tests under setion 09(a)()? If "Yes," 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 "Yes," 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 "Yes," 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 "Yes," 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 0()() and 09(a)() or ()? If "Yes," 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 "Yes," 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 "Yes," provide detail in Part VI. Did the organization provide a grant, loan, ompensation, or other similar payment to a sustantial ontriutor (defined in setion 98()()(C)), a family memer of a sustantial ontriutor, or a % ontrolled entity with regard to a sustantial ontriutor? If "Yes," 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 98) not desried in line 7? If "Yes," 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 96 (other than foundation managers and organizations desried in setion 09(a)() or ())? If "Yes," 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 "Yes," 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 "Yes," 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 "Yes," 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.) a a a a 9 9 0a Yes 0 Shedule A (Form 990 or 990-EZ) 06

19 Shedule A (Form 990 or 990-EZ) 06 Page Part IV a Supporting Organizations (ontinued) Has the organization aepted a gift or ontriution from any of the following persons? A person who diretly or indiretly ontrols, either alone or together with persons desried in () and () elow, the governing ody of a supported organization? A family memer of a person desried in (a) aove? A % ontrolled entity of a person desried in (a) or () aove? If "Yes" to a,, or, provide detail in Part VI. Setion B. Type I Supporting Organizations Did the diretors, trustees, or memership of one or more supported organizations have the power to regularly appoint or elet at least a majority of the organization s diretors or trustees at all times during the tax year? If "," desrie in Part VI how the supported organization(s) effetively operated, supervised, or ontrolled the organization s ativities. If the organization had more than one supported organization, desrie how the powers to appoint and/or remove diretors or trustees were alloated among the supported organizations and what onditions or restritions, if any, applied to suh powers during the tax year. Did the organization operate for the enefit of any supported organization other than the supported organization(s) that operated, supervised, or ontrolled the supporting organization? If "Yes," explain in Part VI how providing suh enefit arried out the purposes of the supported organization(s) that operated, supervised, or ontrolled the supporting organization. Setion C. Type II Supporting Organizations Were a majority of the organization s diretors or trustees during the tax year also a majority of the diretors or trustees of eah of the organization s supported organization(s)? If "," desrie in Part VI how ontrol or management of the supporting organization was vested in the same persons that ontrolled or managed the supported organization(s). Setion D. All Type III Supporting Organizations Did the organization provide to eah of its supported organizations, y the last day of the fifth month of the organization s tax year, (i) a written notie desriing the type and amount of support provided during the prior tax year, (ii) a opy of the Form 990 that was most reently filed as of the date of notifiation, and (iii) opies of the organization s governing douments in effet on the date of notifiation, to the extent not previously provided? Were any of the organization s offiers, diretors, or trustees either (i) appointed or eleted y the supported organization(s) or (ii) serving on the governing ody of a supported organization? If "," explain in Part VI how the organization maintained a lose and ontinuous working relationship with the supported organization(s). By reason of the relationship desried in (), did the organization s supported organizations have a signifiant voie in the organization s investment poliies and in direting the use of the organization s inome or assets at all times during the tax year? If "Yes," desrie in Part VI the role the organization s supported organizations played in this regard. Setion E. Type III Funtionally-Integrated Supporting Organizations Chek the ox next to the method that the organization used to satisfy the Integral Part Test during the year ( see instrutions). a The organization satisfied the Ativities Test. Complete line elow. The organization is the parent of eah of its supported organizations. Complete line elow. The organization supported a governmental entity. Desrie in Part VI how you supported a government entity (see instrutions). Ativities Test. Answer (a) and () elow. Yes a Did sustantially all of the organization s ativities during the tax year diretly further the exempt purposes of the supported organization(s) to whih the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these ativities diretly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these ativities onstituted sustantially all of its ativities. a Did the ativities desried in (a) onstitute ativities that, ut for the organization s involvement, one or more of the organization s supported organization(s) would have een engaged in? If "Yes," explain in Part VI the reasons for the organization s position that its supported organization(s) would have engaged in these ativities ut for the organization s involvement. Parent of Supported Organizations. Answer (a) and () elow. a Did the organization have the power to regularly appoint or elet a majority of the offiers, diretors, or trustees of eah of the supported organizations? Provide details in Part VI. a Did the organization exerise a sustantial degree of diretion over the poliies, programs, and ativities of eah of its supported organizations? If "Yes," desrie in Part VI the role played y the organization in this regard. Shedule A (Form 990 or 990-EZ) 06 a Yes Yes Yes Yes

20 Shedule A (Form 990 or 990-EZ) 06 Page 6 Part V Type III n-funtionally Integrated 09(a)() Supporting Organizations Chek here if the organization satisfied the Integral Part Test as a qualifying trust on v. 0, 970 (explain in Part VI). See instrutions. All other Type III non-funtionally integrated supporting organizations must omplete Setions A through E. (B) Current Year Setion A - Adjusted Net Inome (A) Prior Year (optional) Net short-term apital gain Reoveries of prior-year distriutions Other gross inome (see instrutions) Add lines through. Depreiation and depletion Portion of operating expenses paid or inurred for prodution or olletion of gross inome or for management, onservation, or maintenane of property held for prodution of inome (see instrutions) Other expenses (see instrutions) Adjusted Net Inome (sutrat lines, 6 and 7 from line ). Setion B - Minimum Asset Amount Aggregate fair market value of all non-exempt-use assets (see instrutions for short tax year or assets held for part of year): a d e Average monthly value of seurities Average monthly ash alanes Fair market value of other non-exempt-use assets Total (add lines a,, and ) Disount laimed for lokage or other fators (explain in detail in Part VI): Aquisition indetedness appliale to non-exempt-use assets Sutrat line from line d. Cash deemed held for exempt use. Enter -/% of line (for greater amount, see instrutions) Net value of non-exempt-use assets (sutrat line from line ) Multiply line y.0. Reoveries of prior-year distriutions Minimum Asset Amount (add line 7 to line 6) Setion C - Distriutale Amount Adjusted net inome for prior year (from Setion A, line 8, Column A) 6 Enter 8% of line. Minimum asset amount for prior year (from Setion B, line 8, Column A) Enter greater of line or line. Inome tax imposed in prior year Distriutale Amount. Sutrat line from line, unless sujet to emergeny temporary redution (see instrutions). 6 7 Chek here if the urrent year is the organization's first as a non-funtionally integrated Type III supporting organization (see instrutions). Shedule A (Form 990 or 990-EZ) a d (A) Prior Year (B) Current Year (optional) Current Year

21 Shedule A (Form 990 or 990-EZ) 06 Part V Setion D - Distriutions a d e f g h i j a a d e Type III n-funtionally Integrated 09(a)() Supporting Organizations (ontinued) Amounts paid to supported organizations to aomplish exempt purposes Amounts paid to perform ativity that diretly furthers exempt purposes of supported organizations, in exess of inome from ativity Administrative expenses paid to aomplish exempt purposes of supported organizations Amounts paid to aquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distriutions (desrie in Part VI). See instrutions. Total annual distriutions. Add lines through 6. Distriutions to attentive supported organizations to whih the organization is responsive (provide details in Part VI). See instrutions. Distriutale amount for 06 from Setion C, line 6 Line 8 amount divided y Line 9 amount (i) Setion E - Distriution Alloations (see instrutions) Exess Distriutions Distriutale amount for 06 from Setion C, line 6 Underdistriutions, if any, for years prior to 06 (reasonale ause required-explain in Part VI). See instrutions. Exess distriutions arryover, if any, to 06: From From From Total of lines a through e Applied to underdistriutions of prior years Applied to 06 distriutale amount Carryover from 0 not applied (see instrutions) Remainder. Sutrat lines g, h, and i from f. Distriutions for 06 from Setion D, line 7: $ Applied to underdistriutions of prior years Applied to 06 distriutale amount Remainder. Sutrat lines a and from. Remaining underdistriutions for years prior to 06, if any. Sutrat lines g and a from line. For result greater than zero, explain in Part VI. See instrutions. Remaining underdistriutions for 06. Sutrat lines h and from line. For result greater than zero, explain in Part VI. See instrutions. Exess distriutions arryover to 07. Add lines j and. Breakdown of line 7: Exess from Exess from Exess from Exess from (ii) Underdistriutions Pre-06 Current Year Page 7 (iii) Distriutale Amount for 06 Shedule A (Form 990 or 990-EZ) 06

22 Shedule A (Form 990 or 990-EZ) 06 Part VI Page 8 Supplemental Information. Provide the explanations required y Part II, line 0; Part II, line 7a or 7; Part III, line ; Part IV, Setion A, lines,,,,,, a, 6, 9a, 9, 9, a,, and ; Part IV, Setion B, lines and ; Part IV, Setion C, line ; Part IV, Setion D, lines and ; Part IV, Setion E, lines, a,, a and ; Part V, line ; Part V, Setion B, line e; Part V, Setion D, lines, 6, and 8; and Part V, Setion E, lines,, and 6. Also omplete this part for any additional information. (See instrutions.)..... Shedule A (Form 990 or 990-EZ) 06

23 Shedule B (Form 990, 990-EZ, Department of the Treasury Internal Revenue Servie Shedule of Contriutors OMB or 990-PF) Attah to Form 990, Form 990-EZ, or Form 990-PF. Information aout Shedule B (Form 990, 990-EZ, or 990-PF) and its instrutions is at Name of the organization Employer identifiation numer Organization type (hek one): Filers of: Setion: Form 990 or 990-EZ 0()( ) (enter numer) organization 97(a)() nonexempt haritale trust not treated as a private foundation 7 politial organization Form 990-PF 0()() exempt private foundation 97(a)() nonexempt haritale trust treated as a private foundation 0()() taxale private foundation Chek if your organization is overed y the General Rule or a Speial Rule. te: Only a setion 0()(7), (8), or (0) organization an hek oxes for oth the General Rule and a Speial Rule. See instrutions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that reeived, during the year, ontriutions totaling $,0 or more (in money or property) from any one ontriutor. Complete Parts I and II. See instrutions for determining a ontriutor's total ontriutions. Speial Rules For an organization desried in setion 0()() filing Form 990 or 990-EZ that met the / % support test of the regulations under setions 09(a)() and 70()()(A)(vi), that heked Shedule A (Form 990 or 990-EZ), Part II, line, 6a, or 6, and that reeived from any one ontriutor, during the year, total ontriutions of the greater of () $,0 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 desried in setion 0()(7), (8), or (0) filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, total ontriutions of more than $,0 exlusively for religious, haritale, sientifi, literary, or eduational purposes, or for the prevention of ruelty to hildren or animals. Complete Parts I, II, and III. For an organization desried in setion 0()(7), (8), or (0) filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, ontriutions exlusively for religious, haritale, et., purposes, ut no suh ontriutions totaled more than $,0. If this ox is heked, enter here the total ontriutions that were reeived during the year for an exlusively religious, haritale, et., purpose. Don't omplete any of the parts unless the General Rule applies to this organization eause it reeived nonexlusively religious, haritale, et., ontriutions totaling $,0 or more during the year $ Caution: An organization that isn't overed y the General Rule and/or the Speial Rules doesn't file Shedule B (Form 990, 990-EZ, or 990-PF), ut it must answer on Part IV, line, of its Form 990; or hek the ox on line H of its Form 990-EZ or on its Form 990-PF, Part I, line, to ertify that it doesn't meet the filing requirements of Shedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Redution At tie, see the Instrutions for Form 990, 990-EZ, or 990-PF. Shedule B (Form 990, 990-EZ, or 990-PF) (06)

24 Shedule B (Form 990, 990-EZ, or 990-PF) (06) Name of organization GREATHEARTS AMERICA Part I PAGE OF Contriutors (See instrutions). Use dupliate opies of Part I if additional spae is needed. Page Employer identifiation numer **-***67 (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution ,0 $ Person Payroll nash (Complete Part II for nonash ontriutions.) (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution ,06,0 $ Person Payroll nash (Complete Part II for nonash ontriutions.) (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution ,0 $ Person Payroll nash (Complete Part II for nonash ontriutions.) (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution $ Person Payroll nash (Complete Part II for nonash ontriutions.) (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution $ Person Payroll nash (Complete Part II for nonash ontriutions.) (a) () () (d). Name, address, and ZIP + Total ontriutions Type of ontriution $ Person Payroll nash (Complete Part II for nonash ontriutions.) Shedule B (Form 990, 990-EZ, or 990-PF) (06)

25 SCHEDULE C (Form 990 or 990-EZ) Politial Campaign and Loying Ativities For Organizations Exempt From Inome Tax Under setion 0() and setion 7 OMB Open to Puli Inspetion Complete if the organization is desried elow. Attah to Form 990 or Form 990-EZ. Department of the Treasury Internal Revenue Servie Information aout Shedule C (Form 990 or 990-EZ) and its instrutions is at If the organization answered Yes, on Form 990, Part IV, line, or Form 990-EZ, Part V, line 6 (Politial Campaign Ativities), then Setion 0()() organizations: Complete Parts I-A and B. Do not omplete Part I-C. Setion 0() (other than setion 0()()) organizations: Complete Parts I-A and C elow. Do not omplete Part I-B. Setion 7 organizations: Complete Part I-A only. If the organization answered Yes, on Form 990, Part IV, line, or Form 990-EZ, Part VI, line 7 (Loying Ativities), then Setion 0()() organizations that have filed Form 768 (eletion under setion 0(h)): Complete Part II-A. Do not omplete Part II-B. Setion 0()() organizations that have NOT filed Form 768 (eletion under setion 0(h)): Complete Part II-B. Do not omplete Part II-A. If the organization answered Yes, on Form 990, Part IV, line (Proxy Tax) (see separate instrutions) or Form 990-EZ, Part V, line (Proxy Tax) (see separate instrutions), then Setion 0()(), (), or (6) organizations: Complete Part III. Name of organization Employer identifiation numer Part I-A Complete if the organization is exempt under setion 0() or is a setion 7 organization. Provide a desription of the organization s diret and indiret politial ampaign ativities in Part IV. (see instrutions for definition of politial ampaign ativities ) Politial ampaign ativity expenditures (see instrutions) Volunteer hours for politial ampaign ativities (see instrutions) Part I-B a Complete if the organization is exempt under setion 0()(). Enter the amount of any exise tax inurred y the organization under setion Enter the amount of any exise tax inurred y organization managers under setion If the organization inurred a setion 9 tax, did it file Form 70 for this year? Was a orretion made? If Yes, desrie in Part IV. Part I-C () Complete if the organization is exempt under setion 0(), exept setion 0()(). $ $ $ Enter the amount diretly expended y the filing organization for setion 7 exempt funtion ativities Enter the amount of the filing organization s funds ontriuted to other organizations for setion 7 exempt funtion ativities Total exempt funtion expenditures. Add lines and. Enter here and on Form 0-POL, line Did the filing organization file Form 0-POL for this year? Enter the names, addresses and employer identifiation numer (EIN) of all setion 7 politial organizations to whih the filing organization made payments. For eah organization listed, enter the amount paid from the filing organization s funds. Also enter the amount of politial ontriutions reeived that were promptly and diretly delivered to a separate politial organization, suh as a separate segregated fund or a politial ation ommittee (PAC). If additional spae is needed, provide information in Part IV. Yes (a) Name () Address () EIN (d) Amount paid from (e) Amount of politial filing organization s ontriutions reeived and funds. If none, enter -0-. promptly and diretly delivered to a separate politial organization. If none, enter -0-. Yes Yes $ $ $ () () () () (6) For Paperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule C (Form 990 or 990-EZ) 06

26 Shedule C (Form 990 or 990-EZ) 06 Page Part II-A Complete if the organization is exempt under setion 0()() and filed Form 768 (eletion under setion 0(h)). A Chek if the filing organization elongs to an affiliated group (and list in Part IV eah affiliated group memer's name, address, EIN, expenses, and share of exess loying expenditures). B Chek if the filing organization heked ox A and limited ontrol provisions apply. Limits on Loying Expenditures (a) Filing () Affiliated (The term expenditures means amounts paid or inurred.) organization's totals group totals a d e f g h i j Total loying expenditures to influene puli opinion (grass roots loying) Total loying expenditures to influene a legislative ody (diret loying) Total loying expenditures (add lines a and ) Other exempt purpose expenditures Total exempt purpose expenditures (add lines and d) Loying nontaxale amount. Enter the amount from the following tale in oth olumns. If the amount on line e, olumn (a) or () is: The loying nontaxale amount is: t over $,0 0% of the amount on line e. Over $,0 ut not over $,0,0 $,0 plus % of the exess over $,0. Over $,0,0 ut not over $,,0 $7,0 plus 0% of the exess over $,0,0. Over $,,0 ut not over $7,0,0 $,0 plus % of the exess over $,,0. Over $7,0,0 $,0,0. Grassroots nontaxale amount (enter % of line f) Sutrat line g from line a. If zero or less, enter Sutrat line f from line. If zero or less, enter If there is an amount other than zero on either line h or line i, did the organization file Form 70 reporting setion 9 tax for this year? Yes -Year Averaging Period Under setion 0(h) (Some organizations that made a setion 0(h) eletion do not have to omplete all of the five olumns elow. See the separate instrutions for lines a through f.) Loying Expenditures During -Year Averaging Period Calendar year (or fisal year eginning in) (a) 0 () 0 () 0 (d) 06 (e) Total a Loying nontaxale amount Loying eiling amount (0% of line a, olumn(e)) d Total loying expenditures Grassroots nontaxale amount e Grassroots eiling amount (0% of line d, olumn (e)) f Grassroots loying expenditures Shedule C (Form 990 or 990-EZ) 06

27 Shedule C (Form 990 or 990-EZ) 06 Part II-B Complete if the organization is exempt under setion 0()() and has NOT filed Form 768 (eletion under setion 0(h)). a d e f g h i j a d During the year, did the filing organization attempt to influene foreign, national, state or loal legislation, inluding any attempt to influene puli opinion on a legislative matter or referendum, through the use of: Volunteers? Paid staff or management (inlude ompensation in expenses reported on lines through i)? Media advertisements? Mailings to memers, legislators, or the puli? Puliations, or pulished or roadast statements? Grants to other organizations for loying purposes? Diret ontat with legislators, their staffs, government offiials, or a legislative ody? Rallies, demonstrations, seminars, onventions, speehes, letures, or any similar means? Other ativities? Total. Add lines through i Did the ativities in line ause the organization to e not desried in setion 0()()? If Yes, enter the amount of any tax inurred under setion If Yes, enter the amount of any tax inurred y organization managers under setion If the filing organization inurred a setion 9 tax, did it file Form 70 for this year? Part III-A Part III-B a Complete if the organization is exempt under setion 0()(), setion 0()(), or setion 0()(6). Were sustantially all (90% or more) dues reeived nondedutile y memers? Did the organization make only in-house loying expenditures of $,0 or less? Did the organization agree to arry over loying and politial ampaign ativity expenditures from the prior year? Yes (a) () Amount Yes Page Complete if the organization is exempt under setion 0()(), setion 0()(), or setion 0()(6) and if either (a) BOTH Part III-A, lines and, are answered, OR () Part III-A, line, is answered Yes. Dues, assessments and similar amounts from memers Setion 6(e) nondedutile loying and politial expenditures (do not inlude amounts of politial expenses for whih the setion 7(f) tax was paid). Current year Carryover from last year Total Aggregate amount reported in setion 60(e)()(A) noties of nondedutile setion 6(e) dues If noties were sent and the amount on line exeeds the amount on line, what portion of the exess does the organization agree to arryover to the reasonale estimate of nondedutile loying and politial expenditure next year? Taxale amount of loying and politial expenditures (see instrutions) Part IV Supplemental Information For eah "Yes," response on lines a through i elow, provide in Part IV a detailed desription of the loying ativity. Provide the desriptions required for Part I-A, line ; Part I-B, line ; Part I-C, line ; Part II-A (affiliated group list); Part II-A, lines and (see instrutions); and Part II-B, line. Also, omplete this part for any additional information. a Shedule C (Form 990 or 990-EZ) 06

28 Shedule C (Form 990 or 990-EZ) 06 Page Part IV Supplemental Information (ontinued) Shedule C (Form 990 or 990-EZ) 06

29 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Finanial Statements Complete if the organization answered Yes on Form 990, Part IV, line 6, 7, 8, 9, 0, a,,, d, e, f, a, or. Attah to Form 990. Information aout Shedule D (Form 990) and its instrutions is at Employer identifiation numer OMB Open to Puli Inspetion Part I 6 a d Organizations Maintaining Donor Advised Funds or Other Similar Funds or Aounts. Complete if the organization answered Yes on Form 990, Part IV, line 6. (a) Donor advised funds Conservation Easements. Complete if the organization answered Yes on Form 990, Part IV, line 7. Total numer of onservation easements Total areage restrited y onservation easements Numer of onservation easements on a ertified histori struture inluded in (a) Numer of onservation easements inluded in () aquired after 8/7/06, and not on a () Funds and other aounts Total numer at end of year Aggregate value of ontriutions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization s property, sujet to the organization s exlusive legal ontrol? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds an e used only for haritale purposes and not for the enefit of the donor or donor advisor, or for any other purpose Part II Purpose(s) of onservation easements held y the organization (hek all that apply). Preservation of land for puli use (e.g., rereation or eduation) Protetion of natural haitat Preservation of open spae Preservation of a historially important land area Preservation of a ertified histori struture Complete lines a through d if the organization held a qualified onservation ontriution in the form of a onservation easement on the last day of the tax year. Held at the End of the Tax Year histori struture listed in the National Register d Numer of onservation easements modified, transferred, released, extinguished, or terminated y the organization during the tax year Numer of states where property sujet to onservation easement is loated..... Does the organization have a written poliy regarding the periodi monitoring, inspetion, handling of violations, and enforement of the onservation easements it holds? Yes 6 Staff and volunteer hours devoted to monitoring, inspeting, handling of violations, and enforing onservation easements during the year 7 Amount of expenses inurred in monitoring, inspeting, handling of violations, and enforing onservation easements during the year $ Does eah onservation easement reported on line (d) aove satisfy the requirements of setion 70(h)()(B)(i) and setion 70(h)()(B)(ii)? Yes 9 In Part III, desrie how the organization reports onservation easements in its revenue and expense statement, and alane sheet, and inlude, if appliale, the text of the footnote to the organization s finanial statements that desries the organization s aounting for onservation easements. Part III Organizations Maintaining Colletions of Art, Historial Treasures, or Other Similar Assets. Complete if the organization answered Yes on Form 990, Part IV, line 8. a If the organization eleted, as permitted under SFAS 6 (ASC 98), not to report in its revenue statement and alane sheet works of art, historial treasures, or other similar assets held for puli exhiition, eduation, or researh in furtherane of puli servie, provide, in Part III, the text of the footnote to its finanial statements that desries these items. If the organization eleted, as permitted under SFAS 6 (ASC 98), to report in its revenue statement and alane sheet works of art, historial treasures, or other similar assets held for puli exhiition, eduation, or researh in furtherane of puli servie, provide the following amounts relating to these items: (i) Revenue inluded on Form 990, Part VIII, line $ (ii) Assets inluded in Form 990, Part $ If the organization reeived or held works of art, historial treasures, or other similar assets for finanial gain, provide the following amounts required to e reported under SFAS 6 (ASC 98) relating to these items: a Revenue inluded on Form 990, Part VIII, line $ Assets inluded in Form 990, Part $ For Paperwork Redution At tie, see the Instrutions for Form 990. Shedule D (Form 990) 06 onferring impermissile private enefit? a Yes Yes

30 Shedule D (Form 990) 06 Part III Organizations Maintaining Colletions of Art, Historial Treasures, or Other Similar Assets (ontinued) Using the organization s aquisition, aession, and other reords, hek any of the following that are a signifiant use of its a olletion items (hek all that apply): Puli exhiition d Loan or exhange programs Sholarly researh Preservation for future generations e Other Provide a desription of the organization s olletions and explain how they further the organization s exempt purpose in Part III. During the year, did the organization soliit or reeive donations of art, historial treasures, or other similar assets to e sold to raise funds rather than to e maintained as part of the organization s olletion? Part IV Esrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part, line. a Is the organization an agent, trustee, ustodian or other intermediary for ontriutions or other assets not inluded on Form 990, Part? Yes If Yes, explain the arrangement in Part III and omplete the following tale: Amount Beginning alane d Additions during the year e Distriutions during the year f Ending alane a Did the organization inlude an amount on Form 990, Part, line, for esrow or ustodial aount liaility? Yes If Yes, explain the arrangement in Part III. Chek here if the explanation has een provided on Part III Part V Endowment Funds. Complete if the organization answered Yes on Form 990, Part IV, line 0. a Beginning of year alane Contriutions Net investment earnings, gains, and losses d Grants or sholarships e Other expenditures for failities and programs (a) Current year Yes Page () Prior year () Two years ak (d) Three years ak (e) Four years ak f Administrative expenses g End of year alane Provide the estimated perentage of the urrent year end alane (line g, olumn (a)) held as: a Board designated or quasi-endowment %. Permanent endowment % Temporarily restrited endowment % The perentages on lines a,, and should equal %. a Are there endowment funds not in the possession of the organization that are held and administered for the organization y: (i) unrelated organizations (ii) related organizations If Yes on line a(ii), are the related organizations listed as required on Shedule R? Desrie in Part III the intended uses of the organization s endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered Yes on Form 990, Part IV, line a. See Form 990, Part, line 0. Desription of property (a) Cost or other asis (investment) () Cost or other asis (other) () Aumulated depreiation a Land Buildings Leasehold improvements d Equipment e Other Total. Add lines a through e. (Column (d) must equal Form 990, Part, olumn (B), line 0.) d e f a(i) a(ii) Yes (d) Book value,967, ,0 90,0 9, Shedule D (Form 990) 06

31 Shedule D (Form 990) 06 () () () Part VII Investments Other Seurities. Complete if the organization answered Yes on Form 990, Part IV, line. See Form 990, Part, line. (a) Desription of seurity or ategory (inluding name of seurity) Finanial derivatives Closely-held equity interests Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column () must equal Form 990, Part, ol. (B) line.) Part VIII Part I Part (a) Desription of investment () Book value () Method of valuation: Cost or end-of-year market value Investments Program Related. Complete if the organization answered Yes on Form 990, Part IV, line. See Form 990, Part, line. () () () () () (6) (7) (8) (9) Total. (Column () must equal Form 990, Part, ol. (B) line.) () () () () () (6) (7) (8) (9) () Book value () Method of valuation: Cost or end-of-year market value Other Assets. Complete if the organization answered Yes on Form 990, Part IV, line d. See Form 990, Part, line. (a) Desription () Book value Other Liailities. Complete if the organization answered "Yes" on Form 990, Part IV, line e or f. See Form 990, Part, line. Total. (Column () must equal Form 990, Part, ol. (B) line.) (a) Desription of liaility () Book value () Federal inome taxes () DUE TO RELATED PARTY,70 () OTHER LIABILITIES,0 () () (6) (7) (8) (9) Total. (Column () must equal Form 990, Part, ol. (B) line.),0. Liaility for unertain tax positions. In Part III, provide the text of the footnote to the organization s finanial statements that reports the organization's liaility for unertain tax positions under FIN 8 (ASC 70). Chek here if the text of the footnote has een provided in Part III.... Shedule D (Form 990) 06 Page

32 Shedule D (Form 990) 06 Part I a Part II Reoniliation of Revenue per Audited Finanial Statements With Revenue per Return. Complete if the organization answered Yes on Form 990, Part IV, line a. Total revenue, gains, and other support per audited finanial statements Amounts inluded on line ut not on Form 990, Part VIII, line : a Net unrealized gains (losses) on investments a d Donated servies and use of failities Reoveries of prior year grants Other (Desrie in Part III.) d e Add lines a through d a d e a Sutrat line e from line Amounts inluded on Form 990, Part VIII, line, ut not on line : Investment expenses not inluded on Form 990, Part VIII, line a Other (Desrie in Part III.) Add lines a and Total revenue. Add lines and. (This must equal Form 990, Part I, line.) Reoniliation of Expenses per Audited Finanial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line a. Total expenses and losses per audited finanial statements Amounts inluded on line ut not on Form 990, Part I, line : Donated servies and use of failities Prior year adjustments Other losses Other (Desrie in Part III.) Add lines a through d Sutrat line e from line Amounts inluded on Form 990, Part I, line, ut not on line : Investment expenses not inluded on Form 990, Part VIII, line a Other (Desrie in Part III.) Add lines a and Total expenses. Add lines and. (This must equal Form 990, Part I, line 8.) Part III Supplemental Information. Provide the desriptions required for Part II, lines,, and 9; Part III, lines a and ; Part IV, lines and ; Part V, line ; Part, line ; Part I, lines d and ; and Part II, lines d and. Also omplete this part to provide any additional information. a d e e Page Shedule D (Form 990) 06

33 Shedule D (Form 990) 06 Part III Supplemental Information (ontinued) Page Shedule D (Form 990) 06

34 SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Servie Name of the organization Part I For ertain Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line. Attah to Form 990. Information aout Shedule J (Form 990) and its instrutions is at Questions Regarding Compensation Compensation Information a Chek the appropriate ox(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Setion A, line a. Complete Part III to provide any relevant information regarding these items. First-lass or harter travel Travel for ompanions Tax indemnifiation and gross-up payments Disretionary spending aount Housing allowane or residene for personal use Payments for usiness use of personal residene Health or soial lu dues or initiation fees Personal servies (suh as, maid, hauffeur, hef) Employer identifiation numer OMB Open to Puli Inspetion Yes If any of the oxes on line a are heked, did the organization follow a written poliy regarding payment or reimursement or provision of all of the expenses desried aove? If "," omplete Part III to explain Did the organization require sustantiation prior to reimursing or allowing expenses inurred y all diretors, trustees, and offiers, inluding the CEO/Exeutive Diretor, regarding the items heked in line a? Indiate whih, if any, of the following the filing organization used to estalish the ompensation of the organization s CEO/Exeutive Diretor. Chek all that apply. Do not hek any oxes for methods used y a related organization to estalish ompensation of the CEO/Exeutive Diretor, ut explain in Part III. Compensation ommittee Independent ompensation onsultant Form 990 of other organizations Written employment ontrat Compensation survey or study Approval y the oard or ompensation ommittee During the year, did any person listed on Form 990, Part VII, Setion A, line a, with respet to the filing organization or a related organization: a Reeive a severane payment or hange-of-ontrol payment? Partiipate in, or reeive payment from, a supplemental nonqualified retirement plan? Partiipate in, or reeive payment from, an equity-ased ompensation arrangement? If "Yes" to any of lines a, list the persons and provide the appliale amounts for eah item in Part III. a Only setion 0()(), 0()(), and 0()(9) organizations must omplete lines 9. For persons listed on Form 990, Part VII, Setion A, line a, did the organization pay or arue any ompensation ontingent on the revenues of: a The organization? Any related organization? If Yes on line a or, desrie in Part III. a 6 For persons listed on Form 990, Part VII, Setion A, line a, did the organization pay or arue any ompensation ontingent on the net earnings of: a The organization? Any related organization? If Yes on line 6a or 6, desrie in Part III. 6a 6 7 For persons listed on Form 990, Part VII, Setion A, line a, did the organization provide any nonfixed payments not desried on lines and 6? If Yes, desrie in Part III Were any amounts reported on Form 990, Part VII, paid or arued pursuant to a ontrat that was sujet to the initial ontrat exeption desried in Regulations setion.98-(a)()? If Yes, desrie in Part III If "Yes" on line 8, did the organization also follow the reuttale presumption proedure desried in Regulations setion.98-6()? For Paperwork Redution At tie, see the Instrutions for Form 990. Shedule J (Form 990) 06

35 Shedule J (Form 990) 06 Part II Offiers, Diretors, Trustees, Key Employees, and Highest Compensated Employees. Use dupliate opies if additional spae is needed. For eah individual whose ompensation must e reported on Shedule J, report ompensation from the organization on row (i) and from related organizations, desried in the instrutions, on row (ii). Do not list any individuals that aren't listed on Form 990, Part VII. te: The sum of olumns (B)(i) (iii) for eah listed individual must equal the total amount of Form 990, Part VII, Setion A, line a, appliale olumn (D) and (E) amounts for that individual (A) Name and Title (B) Breakdown of W- and/or 099-MISC ompensation Page (C) Retirement and (D) ntaxale (E) Total of olumns (F) Compensation (i) Base ompensation (ii) Bonus & inentive ompensation (iii) Other reportale other deferred ompensation enefits (B)(i) (D) in olumn (B) reported as deferred on prior ompensation Form 990 (i) (ii) (i) (ii) DANIEL SCOGGIN 7,7 0 0,7 0 9, 0 DIRECTOR 8,80 0 0, ,689 0 ROBERT JACKSON 8,0 0 6,6 0,8 0 6,7 0 CAO WARD HUSETH,0,0 8,8,9 0 0,0 0 CFO/CEO AARON KINDEL 79,86 0 0,779 6,7 0 97,9 0 VICE PRESIDENT 8,86 0 0, ,70 0 (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) Shedule J (Form 990) 06

36 Shedule J (Form 990) 06 Page Part III Supplemental Information Provide the information, explanation, or desriptions required for Part I, lines a,,, a,,, a,, 6a, 6, 7, and 8, and for Part II. Also omplete this part for any additional information Shedule J (Form 990) 06

37 SCHEDULE O (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ OMB Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. Department of the Treasury Attah to Form 990 or 990-EZ. Open to Puli Internal Revenue Servie Information aout Shedule O (Form 990 or 990-EZ) and its instrutions is at Inspetion Name of the organization Employer identifiation numer FORM ORGANIZATION'S MISSION GREAT HEARTS IS A NON-PROFIT NETWORK OF PUBLIC CHARTER SCHOOLS DEDICATED TO IMPROVING EDUCATION NATIONWIDE THROUGH CLASSICAL PREPARATORY K- ACADEMIES. A GREAT HEARTS EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS AND BEAUTY. FORM 990, PART V - ADDITIONAL INFORMATION LINE A: ALL PAYROLL, PAYROLL TAES AND BENEFIT PLANS ARE CENTRALIZED THROUGH GREATHEARTS ARIZONA (EIN #**-***6). THEREFORE, GREATHEARTS ARIZONA FILES PAYROLL TA RETURNS UNDER THEIR EMPLOYER TA IDENTIFICATION NUMBER REPORTING ALL PAYROLL ACTIVITY. PAYROLL RELATED EPENSES REPORTED ON THIS RETURN REPRESENTS AN ALLOCATION OF SALARIES AND WAGES PAID BY THE ENTITY. FORM 990, PART VI, LINE B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE 990 IS PREPARED BY AN ETERNAL CPA FIRM AND IS REVIEWED INTERNALLY BY THE CFO. AFTER COMPLETING THE CFO REVIEW, THE RETURN IS FINALIZED AND THEN REVIEWED BY THE GREATHEARTS AUDIT COMMITTEE PRIOR TO BEING SIGNED BY THE CFO. FORM 990, PART VI, LINE C - ENFORCEMENT OF CONFLICTS POLICY For Paperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (06)

38 Shedule O (Form 990 or 990-EZ) (06) Name of the organization Page Employer identifiation numer BOARD MEMBERS, OFFICERS AND ALL EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST AGREEMENT. THESE AGREEMENTS ARE REVIEWED BY HUMAN RESOURACES AND ANY CONFLICTS ARE IDENTIFIED AND REPORTED TO THE AUDITORS AND THE BOARD TO MONITOR. FORM 990, PART VI, LINE A - COMPENSATION PROCESS FOR TOP OFFICIAL THE BOARD DETERMINES AND APPROVES THE COMPENSATION OF KEY STAFF. FORM 990, PART VI, LINE B - COMPENSATION PROCESS FOR OFFICERS EMPLOYEES AND FACULTY ARE DETERMINED BASED ON INDEPENDENT COMPENSATION STUDIES AND SALARIES OF COMPARABLE NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, LINE 9 - GOVERNING DOCUMENTS DISCLOSURE EPLANATION THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BOTH AT THE MEETING OR FOLLOWING THE MEETING AND UPON REQUEST. PAGE OF Shedule O (Form 990 or 990-EZ) (06)

39 SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Servie Name of the organization Part I Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line,,, 6, or 7. Attah to Form 990. Information aout Shedule R (Form 990) and its instrutions is at Identifiation of Disregarded Entities Complete if the organization answered Yes on Form 990, Part IV, line. OMB Open to Puli Inspetion Employer identifiation numer (a) Name, address, and EIN (if appliale) of disregarded entity () Primary ativity () Legal domiile (state or foreign ountry) (d) Total inome (e) End-of-year assets (f) Diret ontrolling entity () () () () () Part II () Identifiation of Related Tax-Exempt Organizations Complete if the organization answered Yes on Form 990, Part IV, line eause it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN of related organization () () GREAT HEARTS AMERICA - TEAS 8 BROADWAY STREET, SUITE 0 **-***6 SAN ANTONIO T 780 GREATHEARTS ARIZONA 80 E WASHINGTON STREET SUITE 0**-***6 PHOENI AZ () Primary ativity () Legal domiile (state or foreign ountry) (d) Exempt Code setion (e) Puli harity status (if setion 0()()) (f) Diret ontrolling entity EDUCATION AZ GREATHEART MANAGEMENT AZ 7 GREATHEART (g) Setion ()() ontrolled entity? Yes () () For Paperwork Redution At tie, see the Instrutions for Form 990. Shedule R (Form 990) 06

40 Shedule R (Form 990) 06 Page. () Part III Identifiation of Related Organizations Taxale as a Partnership Complete if the organization answered Yes on Form 990, Part IV, line eause it had one or more related organizations treated as a partnership during the tax year. (a) () () Name, address, and EIN of Primary ativity Legal related organization domiile (state or foreign ountry) (d) Diret ontrolling entity (e) Predominant inome (related, unrelated, exluded from tax under setions -) (f) Share of total inome (g) Share of end-ofyear assets (h) Disproportionate allo.? Yes (i) Code V UBI amount in ox 0 of Shedule K- (Form 06) (j) (k) General or Perentage managing ownership partner? Yes () () () () Part IV Identifiation of Related Organizations Taxale as a Corporation or Trust Complete if the organization answered Yes on Form 990, Part IV, line eause it had one or more related organizations treated as a orporation or trust during the tax year. (a) () () (d) (e) (f) (g) (h) Name, address, and EIN of related. organization Primary ativity Legal domiile Diret ontrolling Type of entity Share of total Share of Perentage (state or entity (C orp, S orp, inome end-of-year assets ownership foreign ountry) or trust) (i) Setion ()() ontrolled entity? Yes () () () Shedule R (Form 990) 06

41 Shedule R (Form 990) 06 Part V Transations With Related Organizations Complete if the organization answered Yes on Form 990, Part IV, line,, or 6. Page te: Complete line if any entity is listed in Parts II, III, or IV of this shedule. a d e During the tax year, did the organization engage in any of the following transations with one or more related organizations listed in Parts II IV? Reeipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a ontrolled entity Gift, grant, or apital ontriution to related organization(s) Gift, grant, or apital ontriution from related organization(s) Loans or loan guarantees to or for related organization(s) Loans or loan guarantees y related organization(s) a d e Yes f g h i j Dividends from related organization(s) Sale of assets to related organization(s) Purhase of assets from related organization(s) Exhange of assets with related organization(s) Lease of failities, equipment, or other assets to related organization(s) f g h i j k Lease of failities, equipment, or other assets from related organization(s) l Performane of servies or memership or fundraising soliitations for related organization(s) m Performane of servies or memership or fundraising soliitations y related organization(s) n Sharing of failities, equipment, mailing lists, or other assets with related organization(s) o Sharing of paid employees with related organization(s) k l m n o p q Reimursement paid to related organization(s) for expenses Reimursement paid y related organization(s) for expenses p q r Other transfer of ash or property to related organization(s) s Other transfer of ash or property from related organization(s) If the answer to any of the aove is Yes, see the instrutions for information on who must omplete this line, inluding overed relationships and transation thresholds. (a) Name of related organization () Transation type (a s) () Amount involved r s (d) Method of determining amount involved () () () () GREATHEARTS ARIZONA E,70 BALANCED OWED GREATHEARTS ARIZONA Q,97,88 FMV GREAT HEARTS AMERICA - TEAS Q 6,9 FMV GREAT HEARTS AMERICA - TEAS B,69 FMV () (6) Shedule R (Form 990) 06

42 Shedule R (Form 990) 06 Page Part VI Unrelated Organizations Taxale as a Partnership Complete if the organization answered Yes on Form 990, Part IV, line 7. Provide the following information for eah entity taxed as a partnership through whih the organization onduted more than five perent of its ativities (measured y total assets or gross revenue) that was not a related organization. See instrutions regarding exlusion for ertain investment partnerships. () (a) () () (d) (e) (f) (g) (h) (i) (j) Name, address, and EIN of entity Primary ativity Legal Predominant Share of Share of Disproportionate Code V UBI domiile inome (related, total inome end-of-year alloations? amount in ox 0 assets of Shedule K- (state or unrelated, exluded foreign ountry) from tax under setions -) Are all partners setion 0()() organizations? (Form 06) General or managing partner? Yes Yes Yes (k) Perentage ownership () () () () (6) (7) (8) (9) (0) () Shedule R (Form 990) 06

43 Shedule R (Form 990) 06 Part VII Supplemental Information Provide additional information for responses to questions on Shedule R (See instrutions). Page Shedule R (Form 990) 06

44 Form 6 Department of the Treasury Internal Revenue Servie Name(s) shown on return (99) Business or ativity to whih this form relates INDIRECT DEPRECIATION Depreiation and Amortization (Inluding Information on Listed Property) Attah to your tax return. Information aout Form 6 and its separate instrutions is at Part I Eletion To Expense Certain Property Under Setion 79 te: If you have any listed property, omplete Part V efore you omplete Part I. Maximum amount (see instrutions) Total ost of setion 79 property plaed in servie (see instrutions) Threshold ost of setion 79 property efore redution in limitation (see instrutions) Redution in limitation. Sutrat line from line. If zero or less, enter Dollar limitation for tax year. Sutrat line from line. If zero or less, enter -0-. If married filing separately, see instrutions (a) Desription of property () Cost (usiness use only) () Eleted ost Identifying numer OMB Attahment Sequene. 79,0,00,0 7 Listed property. Enter the amount from line Total eleted ost of setion 79 property. Add amounts in olumn (), lines 6 and Tentative dedution. Enter the smaller of line or line Carryover of disallowed dedution from line of your 0 Form Business inome limitation. Enter the smaller of usiness inome (not less than zero) or line (see instrutions) Setion 79 expense dedution. Add lines 9 and 0, ut don't enter more than line Carryover of disallowed dedution to 07. Add lines 9 and 0, less line te: Don't use Part II or Part III elow for listed property. Instead, use Part V a d e f g h i 0a Part II Speial depreiation allowane for qualified property (other than listed property) plaed in servie during the tax year (see instrutions) Property sujet to setion 68(f)() eletion Other depreiation (inluding ACRS) Part III MACRS dedutions for assets plaed in servie in tax years eginning efore If you are eleting to group any assets plaed in servie during the tax year into one or more general asset aounts, hek here Setion B Assets Plaed in Servie During 06 Tax Year Using the General Depreiation System (a) Classifiation of property Class life -year 0-year () Month and year plaed in servie Setion A () Basis for depreiation (usiness/investment use only see instrutions) (d) Reovery period yrs. (e) Convention 0 yrs. MM Listed property. Enter amount from line Total. Add amounts from line, lines through 7, lines 9 and 0 in olumn (g), and line. Enter here and on the appropriate lines of your return. Partnerships and S orporations see instrutions For assets shown aove and plaed in servie during the urrent year, enter the portion of the asis attriutale to setion 6A osts For Paperwork Redution At tie, see separate instrutions. (f) Method -year property -year property 7-year property 0-year property -year property 0-year property -year property yrs. S/L Residential rental 7. yrs. MM S/L property 7. yrs. MM S/L nresidential real 9 yrs. MM S/L property MM S/L Setion C Assets Plaed in Servie During 06 Tax Year Using the Alternative Depreiation System Part IV Speial Depreiation Allowane and Other Depreiation (Don't inlude listed property.) (See instrutions.) MACRS Depreiation (Don't inlude listed property.) (See instrutions.) Summary (See instrutions.) S/L S/L S/L ,9 (g) Depreiation dedution 0,9 Form 6 (06) THERE ARE NO AMOUNTS FOR PAGE

45 07 GREATHEARTS AMERICA 06/0/08 9:9 AM **-***67 Federal Asset Report FYE: 6/0/07 Form 990, Page Date Bus Se Basis Asset Desription In Servie Cost % 79Bonus for Depr PerConv Meth Prior Current Other Depreiation: EQUIPMENT 7/0/,967,967 MO S/L,077,9 Total Other Depreiation,967,967,077,9 Total ACRS and Other Depreiation,967,967,077,9 Grand Totals Less: Dispositions and Transfers Less: Start-up/Org Expense Net Grand Totals,967,967,077, ,967,967,077,9

46 07 GREATHEARTS AMERICA 06/0/08 9:9 AM **-***67 AZ Asset Report FYE: 6/0/07 Form 990, Page Date Basis AZ AZ Federal Differene Asset Desription In Servie Cost for Depr Prior Current Current Fed - AZ Other Depreiation: EQUIPMENT 7/0/,967,967,077,9,9 0 Total Other Depreiation,967,967,077,9,9 0 Total ACRS and Other Depreiation,967,967,077,9,9 0 Grand Totals Less: Dispositions Less: Start-up/Org Expense Net Grand Totals,967,967,077,9, ,967,967,077,9,9 0

47 07 GREATHEARTS AMERICA 06/0/08 9:9 AM **-***67 Depreiation Adjustment Report FYE: 6/0/07 All Business Ativities AMT Adjustments/ Form Unit Asset Desription Tax AMT Preferenes There are no assets that meet the riteria of this report

48 07 GREATHEARTS AMERICA 06/0/08 9:9 AM **-***67 Future Depreiation Report FYE: 6/0/8 FYE: 6/0/07 Form 990, Page Date In Asset Desription Servie Cost Tax AMT Other Depreiation: EQUIPMENT 7/0/, Total Other Depreiation, Total ACRS and Other Depreiation, Grand Totals,

49 07 GREATHEARTS AMERICA 06/0/08 9:9 AM **-***67 AZ Future Depreiation Report FYE: 6/0/8 FYE: 6/0/07 Form 990, Page Date In Asset Desription Servie Cost AZ Other Depreiation: EQUIPMENT 7/0/, Total Other Depreiation, Total ACRS and Other Depreiation, Grand Totals,

50 Name Form 990 For alendar year 06, or tax year eginning Two Year Comparison Report 07/0/6, ending 06/0/7 0 & 06 Taxpayer Identifiation Numer R e v e n u e E x p e n s e s Other Information Contriutions, gifts, grants Memership dues and assessments Government ontriutions and grants Program servie revenue Investment inome Proeeds from tax exempt onds Net gain or (loss) from sale of assets other than inventory.... Net inome or (loss) from fundraising events Net inome or (loss) from gaming Net gain or (loss) on sales of inventory Other revenue Total revenue. Add lines through Grants and similar amounts paid Benefits paid to or for memers Compensation of offiers, diretors, trustees, et Salaries, other ompensation, and employee enefits Professional fundraising fees Other professional fees Oupany, rent, utilities, and maintenane Depreiation and Depletion Other expenses Total expenses. Add lines through Exess or (Defiit). Sutrat line from line.. Total exempt revenue Total unrelated revenue Total exludale revenue Total assets Total liailities Retained earnings Numer of voting memers of governing ody Numer of independent voting memers of governing ody.... Numer of employees Numer of volunteers Differenes 76,0,8,0,7,0,96,77,,68 0,908,69,77,70,697,878,9 7,0-7,0 76, 76,,689,7,00,09-669,0,096 0,7 8,66 9,87 9,87,9,9 7,07 8,08,8,779,7,6,060 -,77-87,6,,67,,99,69,77,70,697,878,9,96,77,,68 0,908,9,9,8,078,88,6,8 8,6 -,9,7 -,0,0 9,6,,

51 Form 990 Tax Return History 06 Name Employer Identifiation Numer 0 0 6, ,0,8,0 07,76,96,77,,68 Contriutions, gifts, grants Memership dues Program servie revenue Capital gain or loss Investment inome Fundraising revenue (inome/loss). Gaming revenue (inome/loss)..... Other revenue Total revenue Grants and similar amounts paid... Benefits paid to or for memers.... Compensation of offiers, et Other ompensation Professional fees Oupany osts Depreiation and depletion Other expenses Total expenses Exess or (Defiit) ,687 60,0 9,7 68,06,06,9 9,0,, -60,67,9,9 -,9,69,77 7,0,689,7,096 9,87,9 7,07,779,7-87,6,70,697 76,,00,09 0,7 9,87,9 8,08,6,060,,67 Total exempt revenue Total unrelated revenue Total exludale revenue Total Assets Total Liailities Net Fund Balanes ,687 07,76 60,986,0, -,0,8,08 -,0,6,69,77,96,77,9,9,6,8 -,0,0,70,697,,68,8,078 8,6 9,6

52 Form 990T Tax Return History 06 Name Employer Identifiation Numer Business ativity profit/loss Capital gains/losses Partner and S Corp gain/loss Rental inome* Det-finaned inome* Controlled organizations inome/interest*... Investment inome, speifi organizations* Exploited exempt ativity inome*.. Other inome Total trade or usiness inome.. Compensation of offiers, et Other salaries and wages Repairs and maintenane Bad dets Interest Taxes and lienses Charitale ontriutions Depreiation and Depletion Deferred ompensation plans Employee enefit programs

53 Form 990T Tax Return History 06 Name Employer Identifiation Numer Other dedutions Net operating loss dedution Speifi dedution Inome after expense and dedutions Inome tax (orporate or trust)..... Other taxes Total taxes General usiness redit Other redits Net tax after redits Estimated tax payments Other payments Balane due/overpayment ,0 -,0,0 -,0 * Inome shown net of expenses