Free 2008 Form 990-EZ - Federal


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State: Federal
Category: Tax Forms
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URL

http://www.irs.gov/pub/irs-pdf/f990ez.pdf

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Form

990-EZ

Short Form Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Sponsoring organizations of donor advised funds and controlling organizations as defined in section 512(b)(13) must file Form 990. All other organizations with gross receipts less than $1,000,000 and total assets less than $2,500,000 at the end of the year may use this form. The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-1150

2008
Open to Public Inspection
, 20

Department of the Treasury Internal Revenue Service

A For the 2008 calendar year, or tax year beginning B Check if applicable: Please C Name of organization
Address change Name change Initial return Termination Amended return Application pending use IRS label or print or type. See Specific Instructions.

, 2008, and ending

D Employer identification number

Number and street (or P.O. box, if mail is not delivered to street address) Room/suite E Telephone number

(
City or town, state or country, and ZIP + 4

)

F Group Exemption Number G Accounting method: Other (specify) Cash Accrual

Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A (Form 990 or 990-EZ). I

Website:
501(c) ( ) (insert no.) 4947(a)(1) or 527

J Organization type (check only one)--

H Check if the organization is not required to attach Schedule B (Form 990, 990-EZ, or 990-PF).

K Check if the organization is not a section 509(a)(3) supporting organization and its gross receipts are normally not more than $25,000. A return is not required, but if the organization chooses to file a return, be sure to file a complete return. $ L Add lines 5b, 6b, and 7b, to line 9 to determine gross receipts; if $1,000,000 or more, file Form 990 instead of Form 990-EZ

Part I
1 2 3 4 5a b c 6 a

Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.)
Contributions, gifts, grants, and similar amounts received Program service revenue including government fees and contracts Membership dues and assessments Investment income 5a Gross amount from sale of assets other than inventory 5b Less: cost or other basis and sales expenses Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) (attach schedule) Special events and activities (complete applicable parts of Schedule G). If any amount is from gaming, check here of contributions Gross revenue (not including $ 6a reported on line 1) 6b Less: direct expenses other than fundraising expenses Net income or (loss) from special events and activities (Subtract line 6b from line 6a) 7a Gross sales of inventory, less returns and allowances 7b Less: cost of goods sold
)

1 2 3 4

Revenue

5c

b c 7a b c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) 8 Other revenue (describe 9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6c, 7c, and 8 10 11 12 13 14 15 16 17 18 19 20 21 Grants and similar amounts paid (attach schedule) Benefits paid to or for members Salaries, other compensation, and employee benefits Professional fees and other payments to independent contractors Occupancy, rent, utilities, and maintenance Printing, publications, postage, and shipping Other expenses (describe Total expenses. Add lines 10 through 16

6c

)

Part II

Excess or (deficit) for the year (Subtract line 17 from line 9) Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with 19 end-of-year figure reported on prior year's return) 20 Other changes in net assets or fund balances (attach explanation) Net assets or fund balances at end of year. Combine lines 18 through 20 21 Balance Sheets. If Total assets on line 25, column (B) are $2,500,000 or more, file Form 990 instead of Form 990-EZ.
(A) Beginning of year (B) End of year

Net Assets

7c 8 9 10 11 12 13 14 15 16 17 18

Expenses

(See the instructions for Part II.) 22 Cash, savings, and investments 23 Land and buildings 24 Other assets (describe 25 Total assets 26 Total liabilities (describe 27 Net assets or fund balances (line 27 of column (B) must agree with line 21)
For Privacy Act and Paperwork Reduction Act Notice, see the Instruction for Form 990.

)

) Cat. No. 10642I

22 23 24 25 26 27
Form

990-EZ

(2008)

Form 990-EZ (2008)

Page

2

Part III

Statement of Program Service Accomplishments (See the instructions for Part III.)

What is the organization's primary exempt purpose? Describe what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner, describe the services provided, the number of persons benefited, or other relevant information for each program title. 28

Expenses (Required for 501(c)(3) and (4) organizations and 4947(a)(1) trusts; optional for others.)

(Grants $ 29

) If this amount includes foreign grants, check here

28a

(Grants $ 30

) If this amount includes foreign grants, check here

29a

30a (Grants $ ) If this amount includes foreign grants, check here 31 Other program services (attach schedule) (Grants $ ) If this amount includes foreign grants, check here 31a 32 Total program service expenses (add lines 28a through 31a) 32 Part IV List of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (See the instructions for Part IV.)
(a) Name and address (b) Title and average hours per week devoted to position (c) Compensation (If not paid, enter -0-.) (d) Contributions to employee benefit plans & deferred compensation (e) Expense account and other allowances

Form

990-EZ

(2008)

Form 990-EZ (2008)

Page

3

Part V
33 34 35 a b 36 37a b 38a b 39 a b 40a b

Other Information (Note the statement requirements in the instructions for Part VI.) Yes No

c

Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity Were any changes made to the organizing or governing documents but not reported to the IRS? If "Yes," attach a conformed copy of the changes If the organization had income from business activities, such as those reported on lines 2, 6a, and 7a (among others), but not reported on Form 990-T, attach a statement explaining your reason for not reporting the income on Form 990-T. Did the organization have unrelated business gross income of $1,000 or more or section 6033(e) notice, reporting, and proxy tax requirements? If "Yes," has it filed a tax return on Form 990-T for this year? Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," complete applicable parts of Schedule N 37a Enter amount of political expenditures, direct or indirect, as described in the instructions. Did the organization file Form 1120-POL for this year? Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still unpaid at the start of the period covered by this return? 38b If "Yes," complete Schedule L, Part II and enter the total amount involved Section 501(c)(7) organizations. Enter: 39a Initiation fees and capital contributions included on line 9 39b Gross receipts, included on line 9, for public use of club facilities Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911 ; section 4912 ; section 4955 Section 501(c)(3) and (4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," complete Schedule L, Part I Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958

33 34

35a 35b 36 37b 38a

40b

d Enter amount of tax on line 40c reimbursed by the organization e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T. 41 List the states with which a copy of this return is filed. ( Telephone no. 42a The books are in care of Located at ZIP + 4 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? If "Yes," enter the name of the foreign country: See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. c At any time during the calendar year, did the organization maintain an office outside of the U.S.? If "Yes," enter the name of the foreign country: 43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041--Check here 43 and enter the amount of tax-exempt interest received or accrued during the tax year

40e )

Yes No
42b

42c

Yes No
44 45 Did the organization maintain any donor advised funds? If "Yes," Form 990 must be completed instead of Form 990-EZ Is any related organization a controlled entity of the organization within the meaning of section 512(b)(13)? If "Yes," Form 990 must be completed instead of Form 990-EZ 44 45
Form

990-EZ

(2008)

Form 990-EZ (2008)

Part VI
46

Page 4 Section 501(c)(3) organizations only. All section 501(c)(3) organizations must answer questions 46­49 and complete the tables for lines 50 and 51. Yes No Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to

46 candidates for public office? If "Yes," complete Schedule C, Part I 47 47 Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II 48 48 Is the organization operating a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 49a 49a Did the organization make any transfers to an exempt non-charitable related organization? 49b b If "Yes," was the related organization(s) a section 527 organization? 50 Complete this table for the five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each employee paid more than $100,000 (b) Title and average hours per week devoted to position (c) Compensation (d) Contributions to employee benefit plans & deferred compensation (e) Expense account and other allowances

Total number of other employees paid over $100,000 51 Complete this table for the five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each independent contractor paid more than $100,000 (b) Type of service (c) Compensation

Total number of other independent contractors each receiving over $100,000
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

Signature of officer

Date

Type or print name and title.

Paid Preparer's Use Only

Preparer's signature Firm's name (or yours if self-employed), address, and ZIP + 4

Date

Check if selfemployed EIN

Preparer's Identifying Number (See instructions)

Phone no.

(

)

May the IRS discuss this return with the preparer shown above? See instructions
Form

Yes

No
(2008)

990-EZ