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A
01 The organization may have to use a copy of this return to satisfy state reporting requirements
end
For the 2001 c.
B
Check f applicable
Address change
-l Name change
LJ Initial return
El Final return
Amended realm
ED
Application Pending
G
Web site
Pbn.
u IRS
bD~l or
Onnt or
Sa"
Speutm
in.vuc
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Number and street for P O box it nail is not delivered to street
or town slate or
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,cling
RoorNSUite
ZIP . 4
0 Section 501/c)(7) organizations and 4961 nonexempt charitable
trusts must attach e completed Schedule A (Forth DW or BBO EZ)
527
a
w`
18
19
20
21
(,zAy)_szs-77y7
U.Cash
Hid) I5 this a separate return filed by an
organization covered by a gr oup r uli ng?
I
fN Accrual
M Check " E) if the organization is not required
to attach Sch B (Form 990 990-EZ or 991
Net income or (loss) from special events (subtract line 9b from line 9a)
Gross sales of inventory, less returns and allowances
102
10b
Less cost of goods sold
Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a)
Other revenue (from Part VII, line 103)
Total revenue (add lines 1d, 2, 3, 4, 5, 6c 7, 8d, 9c, 10c, and 11)
Program services (from line 44, column (B))
Management and general (from line 44, column (C))
Fundraising (from line 44, column (D))
Payments to affiliates (attach schedule)
Total expenses (add fines 16 and 44, column (A11
Excess or (deficit) toy the year (subtract line 77 from line 12)
a
Net assets or fund balances at beginning of year (from line 73, column (A))
Other changes in net assets or fund balances (attach explanation)
Net assets or fund balances at end of year (combine lines 18, 19, and 20)
For Paperwork Reduction Act Notice, see the separate instructions
D fee IN No
Enter 4 digs GEN ~
Contributions, gills, grants, and similar amounts received
1a 1
7/ .713
Direct public support
Indirect public support
Government contributions (grants)
Hb
Total (add lines 1a through 1c) (cash $
noncash $
)
2
Program service revenue including government fees and contracts (from Part VII line 93)
3
Membership dues and assessments
4
Interest on savings and temporary cash investments
5
Dividends and interest from securities
6a
6a Gross rents
lib
b Less rental expenses
c=Ne~tal-incomeor (los (subtract line lib from line 6a)
7
)
Oi~n~r investment inc6mel describe "
t (n
(A) Securities
(B) Other
8a Gross amount fro sales) f assets other
I ',i
ea
~Itr~r`~v~nt~ry~0U3
b Less cost or other basis " end ales expenses
Bb
c G Q~o~LoLS),(attach~schedlule)
d N~~ Jp~r_{bs sHcombme'tihe So, columns (A) and (B))
Special events and activities (attach schedule)
a Gross revenue (not including $
of
9a
contributions reposed on line 1a)
O
b Less direct expenses other than fundraising expenses
9b
13
14
15
16
17
E Telephone number
H(c) Are all affiliates inclucled'?
El Yes E) No
(If "NO' attach a list See instructions
a
b
c
d
c
y 10a
b
c
11
12
//GS 7S4,
75
H and I are nor applicable to section 527 organizations
His) Is this a group return for affiliates?
LJ Yes 0 ho
H(b) If 'Yes enter number of affiliates ~
Gross receipts Add lines lib 8b, 9b and lOb to line 12
i
, sooz
Other ~spea iy)
Cnrck here li~ EJ it the organization s gross receipts are normally not mope than $25 D00 The
organization neeo not tile a realm win the IRS but d me organization received a Form 990 Package
m the mail n should file a return without financial data Some states require a complete return
1
- -
D Employer identification number
F Aocaribp meNO7
5.2~ 5 -3zoV
UL 501(c1 I 3 1 i
N
2001
Under section 501(c), 527, or 4847(a)(7) 01 the Internal Revenue Code (except black lung
benefit trust or private foundation)
Depnnment of one Tneesury
internal a, .er. s.rv~~e
OMB No 1545-0047
Return of Organization Exempt From Income Tax
L,(
d
2
96, lye
4
5
2 . 3 72
7
1 3
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10c
11
12
13
14
15
16
17
18
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20
21
Cal No 11282v
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Form 990 (2000
Form 990 (2001)
Statement of
Page 2
Functional Expenses
All aganvatpns must complete column W Columns (B), (Q, and (D) are requved for Section 501 (c)(3) and (4) organizatrons
era Section 4sa7laXp nonexempt charitable trusts an ovteorral for others
Do not include amounts reported on line
6b, 8b, 9b, 70b, or 16 01 Part I
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
b
c
d
e
W
Grants and allocations (attach schedule
1 ? Z 27 )
(cash 3
noncash $
Specific assistance to individuals (attach scheduled
flonufils paid to of log nWmbois (n11JCh Schudulu)
Compensation of officers, directors, etc
Other salaries and wages
Pension plan contributions
Other employee benefits
Payroll taxes
Professional tundratsing fees
Accounting fees
Legal lees
Supplies
Telephone
Postage and shipping
Occupancy
Equipment rents! and maintenance
Printing and publications
Travel
Conferences, conventions, and meetings
Interest
Depreciation, depletion, etc (attach schedule)
Other expenses not covered above (itemize) a
Total functional expenses (addLnes22through 43)
caWru
organ115
ro~iBU0y 0oi~m~3 (e)~(o), Carry these totah to me,
(e) aroqrem
Total
aerNCes
22
22
23
24
25
Zs
27
28
29
30
31
32
33
34
35
(See Specific Instructions m papa
(c) Manepemem
ana penerai
21 1
lob Funa~a~sinq
0
0
0
0
0
38
37
38
39
40
41
42
43 .
I
44
I
1 -5-6-8 z~ 7 I 3 oG, S~ l I
37 z a
9 I
/~/~/ 7 7
Joint Costs Check " 0 if you are following SOP 98-2
Are any point costs from a combined educational campaign and fundraising solicitation reported in (8) Program services?
" C1 Yes CRNo
If 'Yes," enter (I) the aggregate amount of these point costs $-, (u) the amount allocated to Program services $
,
JIHi0fT10fli OT Yf0 f8T JBfVICO ACCORI
IISI1TBf1LS JBB J BCIiIC instructions on
8 B Z4
Program Service
What is the organization's primary exempt purpose? "
ExParses
All organizations must describe their exempt purpose achievements in a clear and concise manner State the number (peamrta ion 501 (c)(3) inc
of clients served, publications issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4) Nlarps and as47(,)(,)
optimal for
organizations and 4947(a)(1 ) nonexempt charitable trusts must also enter the amount of 9rants and allocations to others ) trusts our
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(Grants and allocations
$
and allocations
$
and allocations
$
and allocations
$
)
306
.5"//
b
c
d
e Other program services
f Total of Program Servl
Fornt eau (soo,)
Form 990 (2001)
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7~~~iial yooih oR_cha=sl.eAS
7S- /V& B F"
Page 3
Balance Sheets (See Specific Instructions on page 24 )
Note
Where required, attached schedules end amounts within the description
column should be for end-of-year amounts only
I
(A)
Beginning of year
I
I
(B)
End of year
Cash-non-interest-bearing
45
46
Savings and temporary cash investments
47a Accounts receivable
b Less allowance for doubtful accounts
48a
b
49
50
N
a
Pledges receivable
Less allowance for doubtful accounts
Grants receivable
49
Recervables from officers, directors, trustees, and key employees
(attach schedule)
51a Other notes and loans receivable (attach
51a
schedule)
51b
b Less allowance for doubtful accounts
52
Inventories for sale or use
53
Prepaid expenses and deterred charges
54
Investments-securities (attach schedule)
" ~ Cost 0 FMV
SSa Investments-land,
equipment basis
buildings,
and
b Less accumulated depreciation (attach
schedule)
56
Investments-other (attach schedule)
57a Land, buildings, and equipment basis
b Less accumulated depreciation (attach
schedule)
58
Other assets (describe "
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T
51c
52
53
54
I 55a
SSb
1
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57e 1
57b
55c
56
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)
59
Total assets (add lines 45 throug h 58) must equal line 74)
60
61
62
Accounts payable and accrued expenses
Grants payable
Deferred revenue
Loans from officers, directors, trustees, and key employees (attach
schedule)
64a Tax-exempt bond liabilities (attach schedule)
4,q
b Mortgages and other notes ayable (attach schedule,
65 Other liabilities (describe "
CS . .SlK~f //.J6n~7y .~IB~'f
88.861
57c
58
Zy
59
1/
O
63
66
60
61
62
07 .3
Z; 687
f
63
O
65
OD d
Total liabilities (add lines 60 throu g h 65)
Alp ,s4 fG
66
A .5 7
Organizations that follow SFAS 117, check here " El and complete lines
H
67 through 69 and lines 73 and 74
~
87
u 67
(v 7 .Zl
S O J0
Unrestricted
c
68
68
Temporarily restricted
69
m 69
Permanently restricted
c Organizations that do not follow SFAS 117, check here " El and
M.
complete lines 70 through 74
70
0 70
Capital stock, trust principal, or current funds
71
71
Paid-in or capital surplus, or land, building . and equipment fund
72
y 72
Retained earnings, endowment, accumulated income, of other funds
a 73
Total net assets or fund balances (add lines 67 through 69 OR lines
70 through 72,
~ 73
column (A) must equal line 19, column (B) must equal line 21)
s
74
Total liabilities and net assets / fund balances (add lines 66 and 73)
~
,200, .Zynl I 74 1
OS13
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a
particular organization How the public perceives an organization in such cases may be determined by the information presented
on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's
programs and accomplishments
Forth 990 (2001)
Reconciliation of Revenue
Financial Statements with
Return (See Specific Instru
a
b
Total revenue, gains, and other support
per audited financial statements
Amounts included on line a but not on
line 12, Form 990
ZGrE.f
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Audited
enue per
s, page 261
a
b
(1)
(2) Donated
services
and use of facilities S
(3) Recoveries of prior
year grants
(2)
---
(1)
not included on line
6b, Forth 990
s
(2) Other (specify)
75
$
Investment expenses
not included on line
6b, Form 990
(2) Other (specify)
-Add amounts on lines (1) and (2)
Total revenue per line 12, Form 990
(line c olus line d)
$
Add amounts on lines (1) through (4)"
Line a minus line b
Amounts included on line 17,
Form 990 but not on line a
c
d
(1) Investment expenses
e
Donated services
and use of facilities
"-
Add amounts on tines (1) through (4)
Line a minus line b
Amounts included on line 12,
Form 990 but not on line a.
Return
Prior year adjustments
reported on line 20,
Farm 990
(3) losses reported on
line 20, Forth 990
(4) Other (specify)
(4) Other (specify)
~s
Total expenses and losses per
audited financial statements
Amounts included on line a but not
on line 17, Form 990
(1) Net unrealized gains
$
on investments
c
d
Page
Reconciliation of Expenses per Audited
Financial Statements with Expenses per
---
e
---
Add amounts on lines (1) and (2)
Total expenses per line 17, Form 990
(List each one even if not compensated, see Specific
Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your
organization and all related organizations, of which more than $10,000 was provided by the related organizations'
II "Yes," attach schedule-see Specific Instructions on page 27
"
C ]Yes
MNo
FWm 990 (2001)
Fprm 990 (20011
Other Information See S p ecific Instructions on p a ge 27
76 .
77
~~
78a
b
79
80a
b
81a
b
82a
b
83a
b
84a
b
85
b
c
d
e
1
g
86
87
88
Page
No
Yes
Did the organization engage in any activity not previously reported to the IFS II "Yes " attach a detailed description of each activity
Were any changes made in the organizing or governing documents but not reported to the IRS?
If "Yes," attach a conformed copy of the changes
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?
If "Yes," has it filed a tax return on Form 990-T for this years
Was there a liquidation, dissolution, termination, or substantial contraction during the yeal7 If "Yes," attach a statement
Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization?
It "Yes," enter the name of the organization "
and check whether it is 0 exempt OR 0 nonexempt
81a
Enter direct or indirect political expenditures See line 81 instructions
Did the organization file Form 1120-POL for this years
Did the organization receive donated services or the use of materials, equipment, or facilities at no charge
or at substantially less than fair rental value?
If "Yes," you may indicate the value of these items here Do not include this amount
8z
as revenue in Part I or as an expense in Part II (See instructions in Part III )
Did the organization comply with the public inspection requirements for returns and exemption applications
Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
Did the organization solicit any contributions or gigs that were not tax deductibles
If "Yes," did the organization include with every solicitation an express statement that such contributions
or gifts were not tax deductible
507(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members
Did the organization make only in-house lobbying expenditures of $2,000 or less
H "Yes" was answered to either 85a or 85b, do not complete 85c through B5h below unless the organization
received a waiver for proxy tax owed for the poor year
»
788
78b
79
V
SOS
81b
1~
84a
Dues, assessments, and similar amounts from members
Section 162(e) lobbying and political expenditures
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
Taxable amount of lobbying and political expenditures (line BSd less 85e)
Does the organization elect to pay the section 6033(e) tax on the amount on line Bsf,)
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line BSf to its
reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax
yeah
507(y(7) orgs Enter a Initiation fees and capital contnbutions included on line 72
b Gross receipts, included on line 12, for public use of club facilities
501(c)(12) orgs Enter a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other
sources against amounts due or received from them )
86
Bra
/ ~/
87b
At any time during the year, did the organization own a 504'0 or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections
301 7701-2 and 301 7701-3? If "Yes," complete Part IX
89a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under
O
4
, section 4912 .
O
section 4911 .
, section 4955 .
b 501(c)(3) and 501(c)(4) orgs 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," attach
a statement explaining each transaction
88
07
89b
-c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4972, 4955, and 4958
.
0
d Enter Amount of tax on line 89c, above, reimbursed by the organization
90a List the states with which a copy of this return is filed "
.. .
. . .
b Number o! employees employed m the pay period that includes Mach 12, 2007 (See instructions)
I90b I
st
me books are in care of ii~
Telephone no lli~ ( ,V~ ) . S.ZB -77y]
H/NES
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Located at " X630_ //Rd"
ZIP + 4 "
92
Section 49a7(a)(7) nonexempt
" 0
arrfable trusts filing Form 990 in lieu of Form 1041-Check here
and enter the amount of tax-exempt interest received or accrued during the tax year
" I 92 I
Form 990 (zooI)
s
Form 990
Unrelated business income
ExcWOeG W section 572 513 or Spa
(E)
Note Enter gross amounts unless otherwise
Related or
(p)
(C)
indicated
(A)
(B)
exempt function
Amount
Exclusion code
Amount
Business code
income
93
Program service revenue
Ticket -5ale-s
I
lo e.
G 33S
Tv 1 tiow
t
Aud, F.avS
Lo
c
/
d
e
t Medicare/Medicaid payments
g Fees and contracts from government agencies
94
Membership dues and assessments
95
Interest on savings and temporary cash investments
i
96
Dividends and interest from securities
97
Net rental income or (loss) from real estate
a debt-financed property
b not debt-financed property
98
Net rental income or (loss) from personal property
99
Other investment income
100
Gain or (loss) from sales of assets other than inventory
101
Net income or (loss) from special events
/3 1 11
102
Gross profit or (loss) from sales of inventory
103
Other revenue a
b
c
d
19G,9D/
e
~
/63G3
104
Subtotal (add columns (B), (D), and (E))
~.
. .. .~
105
Total (add line 104, columns (B), (D), and (E))
"
~13 . .Z A
Note Line 705 plus line id, Part l, should equal the amount on line 12, Part I
Relationship of Activities to the Accom p lishment of Exem pt Pu rposes See S p ecific Instructions on a e 32
Explain
how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
Line No
of the organization's exempt purposes (other than by providing funds for such purposes)
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Information Reg ardin g Taxable Subsidiaries and Disre g arded Entities See Specific Instructions on pace 33
A
8
(EI
(C)
(D)
Name, address and EIN of corporation,
Percentage of
Nature of activities
Total income
End of-year
partnershi p , or dis~~e~
de0 entity
ownershi p interest
assets
/YONic
on
(a) Did the organization, during the year, receive any funds, directly or indire
(b) Did the organization, during the year, pay premiums, dire
Note If "Yes" to (b), file Form 8870 and Form 4720 (see ins
Please
Sign
Here
Under penalties of penury I declare that I have examined this return,
and better it u true, cortex end complete Declaration of preparer
~ /~~
t Sgnature ol officer
Lro
f/
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ry
Type or print name and title
Paid
PrBp3rBr5
X52 OI1y
Prague a ,
Signature
Fum
sell-employed)
s name (or ypun 1
if
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-
SCHEDULE A
(FOfll1 990 of 990" EZ)
pepeM~Onl of Np Treaw~y
n ,al a~ sahci
Name of the organization
Organization Exempt Under Section 501(c)(3)
OMB NO 1545-004 7
(Except Private Foundation) and Section 507(e), 501(f), 501(k),
501(n), or Section <947(e)(7) Nonexempt Charitable Trust
Supplementary Information--(See separate instructions .)
" MUST De completed by the above organizations end attached to their Forth 990 or 990-E2
~~//AS
i&Ut~~
ic.
P(5 0 1
Employer Identification number
~G ~i+
~c~ -cSteI~
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
See page 1 of the instructions List each one If there are none, enter "None "
(e) Name and address of each employee paid more
than 550,000
(b) Title and average noun
per week devoted to position
Total number of other employees paid over
$50,000
Compensation of the Five Highest Paid Indepen
(See page 2 of the instructions List each one (whethi
(a) Name and address of each independent contractor paid more than 550,000
(c) Compensation
(0) Caniribulions io
e mployee benefit plans 8
deferred compensation
(e) Expense
account and other
allowances
Contractors for Professional
firms) Ii there are none, enter "None ")
(b) Type of service
(c) Compensation
ll(tr
Total number o1 others receiving over 550,000 for
professional services
I
O
For Paperwork ReducUOn Act NoCCe, see the Instructions for Form 99D and Form 996EZ
Cal No 17285E
Schedule A (Form 990 or 990-En 2001
Schedule A (Form 990 or 990-EZ) 2001
Page 2
Statements About Activities (See page 2 of the instructions )
Yes
1
During the year, has the organization attempted to influence national, state, or local legislation, including any
attempt to influence public opinion on a legislative matter or referendum? II "Yes," enter the total expenses paid
or incurred in connection with the lobbying activities W $
(Must equal amounts on line 98,
Pan VI-A, or line I of Part VI-B )
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other
organizations checking "Yes," must complete Part VI-B AND attach a statement giving a detailed description of
the lobbying activities
2
During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors . officers, creators, key employees, or members of their families, or
with any taxable organization with which any such person is affiliated as an officer, director, trustee . majority
owner, or principal beneficiary ? Of the answer to any question is "Yes," attach a detailed statement explaining the
transactions )
a Sale, exchange, or leasing of property?
No
/
j
2a
b Lending of money or other extension of credit
c Furnishing of goods, services, or facilities?
d Payment of compensation (or payment or reimbursement of expenses d more than $1,000)
e Transfer of any part of its income or assets?
3
Does the organization make grants for scholarships, fellowships, student loans, etc ? (See Note below )
4
Do you have a section 403(b) annuity plan for your employees?
Note Attach a statement to explain how the organization determines that individuals or organizations 2cerving gents
or loans from it in furtherance of its chantable prog rams "quali fy " to receive payments
4
Reason !or Non-Private Foundation Status (See pages 3 through 6 of the instructions )
The organization is not a private foundation because it is (Please check only ONE applicable box )
5
6
7
B
9
0
~
C)
~
~
10
~
11a ~
11b ~
12
~
13
A church, convention of churches, or association of churches Section 170(b)(t)(A)()
A school Section 170(b)(1)(A)(ii) (Also complete Part V )
A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(m)
A Federal, stale, or local government or governmental unit Section 170(b)(1)(A)(v)
A medical research organization operated in conjunction with a hospital Section 770(b)(1)(A)(u) Enter the hospital's name, city,
and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(v)
(Also complete the Support Schedule in Part IV-A )
An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(1)(A)(vQ (Also complete the Support Schedule in Part IV-A )
A community trust Section 170(b)(1)(F)(v) (PJSO complete the Support Schedule in Part IV-A )
An organization that normally receives (1) more than 33%,% of its support from contributions, membership tees, and gross
receipts born activities rebated to its chantable, etc , functions-subject to certain exceptions, and (2) no more than 33%a% of
its support from gross investment income and unrelated business taxable income Qess section 511 tax) from businesses acquired
by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )
0 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations
described in (1) lines 5 through 12 above, or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2) (See
section 509(a)(3)
Provide the following information about the supported organizations (See page 5 of the instructions )
(b) Line number
(a) Name(s) of supported organization(s)
from above
14
f-) M organization organized and operated to test for public safety Section 509(a)(4)
See page 6 of the instructions )
Schedule A (Form 990 or 990-EZ) 2001
Schedule A (Form 990 or 990 EZ) 700
Page 3
Support Schedule (Complete only d you checked a box online 10, 11, or 12 ) Use cash method of accounting
Note You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting
"
(c) 1998
(d) 7997
Calendar year (or fiscal year beginning in)
(a) 2000
(b) 1999
15
Gifts . grants, and Contributions received (Do
not include unusual grants See tine 28)
I 77 G52 .
J,~~9,~ /n! 9.3~'
L3RRaL
16
Membership fees received
Gross receipts from admissions, merchandise
17
sold or services performed, or furnishing o1
facilities in any activity that is related to the
organization's charitable, etc , purpose
Gross
income from interest, dividends,
18
amounts received from payments on securities
loans (section 512(a)(5)), rents, royalties, and
unrelated business taxable income Qess
section 511 taxes) from businesses acquired
by the organization after June 30, 19)5
(e) Total
_7~s 9 .3 3 ~
BS91 t . a44 oG
19
Net income from unrelated
activities not included in line 18
20
Tax revenues levied for the organizations
benefit and either paid to it or expended on
its behalf
The value of services or facilities furnished to
the organization by a governmental unit
without charge Do not include the value of
services or facilities generally furnished to the
public without charge
21
business
Other income Attach a schedule Do not
include gain or (loss) from sale of capital assets
Total of lines 15 through 22
Line 23 minus line 17
Enter 1% of line 23
22
23
24
75
26
Organizations described on lines 10 or 11
a
Enter 2% of amount in column (e), line 24
b
Prepare a list for your records to show the name of and amount contributed by each person (other than a
governmental unit or publicly supported organization) whose total gifts for 1997 through 2000 exceeded the
amount shown in line 26a Do not file this list with your return Enter the total of all these excess amounts
c Total support for section 509(a)(1) test Enter line 24, column (e)
d Add Amounts from column (e) for lines
18
19
22
26b
1
e Public support (line 26c minus line 26d total)
f Public support percentage (line 26e (numerator) divided by line 26e (denominator))
27
Organizations described on line 12
a For amounts included in lines 15, 16, and 17 that were received from a "disqualified
person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person "
Do not file this list with your return Enter the sum o1 such amounts for each year
b
c
(2000)
. . . .. . .
0.
(1999)
.D. (1998)
. . .
40 (1997)
For any amount included in line 17 that was received from each person (other than "disqualified persons, prepare a list for your records to
show the name of, and amount received for each year, that was more than the larger of (7) the amount on line 25 for the year or (2) $5,000
(Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return After computing
the difference between the amount received and the larger amount described in (7) or (2), enter the sum of these differences (the excess
amounts) for each year
(2000)
. . . . 4 (1999)
. . x (1998)
..
. .
. ? (1997) .
O
Add Amounts from column (e) for lines
,7 411-344-044
15
20
S~° 9-x-;0
16
-~ ' 21
.~~
-o'
1.
z7C
27d
d Add Line 27a total
o
and line 27b total
~
"
Zee
e Public support (line 27c local minus line 27d total
"
27f
f Total support for section 509(a)(2) test Enter amount from line 23, column (e)
"
OaZ 930 Sh/7, WA
g Public support percentage (line 27e (numerator) divided by line 27f (denominator))
"
27
. ,S
h Investment income oercentaae (line 18 . column (e) (numerator) divided by line 27( (denominator)) "
27n
.i
28
Unusual Grants For an organization described in line 70, 71, or 12 that received any unusual grants during 1997 through 2000,
prepare a list for your records to show, for each year, the name of the
the date and amount o1 the grant, and a brief
desc rip tion of the nature of the grant Do not file this list with you r retuIt
Fn Do not include the se grants in line 15
Schedule A (Form 990 or BYREZ) 2001
Schedule A (Forth 990 or 990 EZ) 2007
,
Private School Questionnaire (See page 7 of the instructions )
(To be completed ONLY by schools that checked the box on line 6 in Part I~
. /
N
Yes
29
Does the organization have a racially nondiscnminatory policy toward students by statement in its charter, bylaws
other governing instrument, or in a resolution of its governing body?
29
30
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships
30
31
32
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period d it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves
If "Yes," please describe, if "NO," please explain (If you need more space, attach a separate statement )
a
b
c
d
Page 4
No
~~~~
31
- - - ----- - -
Does the organization maintain the following
Records indicating the racial composition of the student body, faculty, and administrative staff?
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis?
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships)
Copies of all material used by the organization or on its behalf to solicit contnbutions7
If you answered "NO" to any of the above, please explain (If you need more space, attach a separate statement )
33
Does the organization discriminate by race in any way with respect to
a
Students' rights or privileges'
b Admissions policies?
c
Employment of faculty or administrative staH~
d
Scholarships or other financial assistance
e
Educational policies'?
f
Use of facilities'?
g
Athletic programs?
h
Other extracurricular activities?
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement
34a
b
35
Does the organization receive any financial aid or assistance from a governmental agency?
Has the organizations right to such aid ever been revoked or suspended
If you answered "Yes" to either 34a or b, please explain using an attached statement
Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05
of Rev Proc 75-50 1975-2 C B 587, covenna racial nondiscrimination? II "No ." attach an explanation
B9o w 99o-EZ) 200t
Schedule A (Form 990 or 990 EZ) 200
Pa ge
Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions )
N/A
(To be completed ONLY by an eligible organization that filed Form 5768)
d the organization belongs to an affiliated g roup
Check ! a
Check " b 0 if you checked " a" and 'limited control" provisions app
limits on Lobbying Expenditures
Affiliated group
totals
(The term "expenditures" means amounts paid or incurred )
96
37
38
39
40
41
42
43
44
36
37
38
Total lobbying expenditures to influence public opinion (grassroots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 36 and 37)
Other exempt purpose expenditures
Total exempt purpose expenditures (add lines 38 and 39)
Lobbying nontaxable amount Enter the amount from the following tableI( the amount on line 40 isThe lobbying nontaxable amount isNot over $500 000
20% of the amount on line 40
Over $50 000 but not over $1,000,000
$100,000 plus 15% of the excess over 5500 .000
Over $1000,000 but not over $1 500,000
$175 000 plus 10% of the excess over $x,000,000
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000 000
51,000,000
Grassroots nontaxable amount (enter 25% of line 41)
Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36
Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38
d
To be ~mWe,ea
la ALL ekc7up
organizations
C
N
38
40
41
4Z
Caution !/ there is an amount on ether line 43 or line 44, you must file Form 4720
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below
See the instructions for lines 45 through 50 on page 11 of the instructions
Lobbying Expenditures Dunng 4-Year Averaging Period
Calendar year (or
fiscal year beginning in) "
(a)
2001
1
O
1
0
(d)
1998
1
(e)
Total
45
Lobbying nontaxable amount
46
Lobbying ceiling amount (750qo of line 45(e))
47
Total lobbying expenditures
48
Grassroots nontaxable amount
49
Grassroots ceiling amount (150% of line a8(e))
50
Grassroots lobbying expenditures
I
I
I
I
I
Lobbying Activity by Nonelecting Public Charities
(For reporting only by organizations that did not complete Part VI-A) (See page 12 of the instruct
1
O
(c)
1999
(b)
2000
o
During the year, did the organization attempt to influence national, state or local legislation, including any
Yes
attempt to influence public opinion on a legislative matter or referendum, through the use of
a Volunteers
b Paid staff or management (Include compensation in expenses reported on lines c through h )
c Media advertisements
d Mailings to members, legislators, or the public
e Publications, or published or broadcast statements
1 Grants to other organizations for lobbying purposes
g Direct contact with legislators, their stalls, government officials, or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
i Total lobbying expenditures (Add lines c through h )
II "Yes" to any of the above, also anach a statement giving a detailed description o1 the lobbying aarvit~es
No
Amount
r
V
v
r
r
40
Schedule A (Form 990 a BBO~EZ) 2141
Schedcle A (Form 990 or BBO-EA 2001
Pa g e 6
Information Regarding Transfers To and Transactions and Relationships With Nonchantable
Exempt Organizations (See page 12 of the instructions )
51
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
e Transfers from the reporting organization to a noncharitable exempt organization of
(i) Cash
(u) Other assets
b Other transactions
(Q Sales or exchanges of assets with a nonchantable exempt organization
(u) Purchases of assets from a noncharitable exempt organization
(iii) Rental of facilities, equipment, or other assets
(iv) Reimbursement arrangements
(v) Loans or loan guarantees
c
d
52a
(vi) Performance of services or membership or fundraising solicitations
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the
goads, other assets, or services given by the reporting organization If the organization received less than fair market value in any
transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
"
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277
El Yes
ED No
GREATER DALLAS YOUTH ORCHESTRA
75-1468956
Attachment to Form 990 7/31/2002
Part II - Line 22- Grant Allocations
Name
Amount
Relationship
Haug, Christopher
SMITH, JENNY
nmncnler, Graene
Sheppard, MMhcw
200 00
None
ZOO OD
WOOD, TARA
200 00
10000
10000
None
None
Dickson, Rachad
Damla, Jason
BEAUDEf,DAVID
JMVIS,AUSTIN
20000
15000
10000
1 0000
None
None
None
None
None
None
1,35000
CATERISANO,MICFiAEL
afaro, ismad
BoHILs,JASON
BOHLS, tYwRx
DanIa,Jason
Ferris, Joe
GRIFFING, JESSICA
HELTON, wwcv
JARVIS,AUSTIN
McCarter, Nathan
Mutchler, Graane
Palts, Pnsalla
tray, shabna
uMCn. Kristen
wnmnae,ran
PUNCH, LAUREN
Willis, Danielle
Middletm, Jessica
BOHLS, JASON
okmo, Cnike
icairoM, ANDREW
Tsai, Minnie
/1K/WDE,RPSHEED
GRIFFING,JESSICA
24000
400 00
3000
a32 00
30000
480 00
11000
40000
40000
400 00
480 00
400 00
22000
280 00
30000
40000
42000
480 00
450 0o
20000
20500
24000
40000
1000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
IwASacI, HERO
480 00
480 00
None
None
Kyles, Patona
nncauM, Blaica
CLINE, NArnue
MCNEIL, SrEFnn
22000
220 00
28000
280 00
None
None
None
None
7,67700
Pails, 1 of 2
'y"'°2
GREATER DALLAS YOUTH ORCHESTRA
75-1468956
Attachment to Form 990 7131/2002
Part II - Line 22- Grant Allocations
rums
Amount
Relationship
antra,, rcrysne
enwoN, JEAN-PAUL
BEEBE,CHRISTIIW
280 00
28000
28000
None
None
None
CHEADLE,JESSICA
PHIWPS, CIMONE
PORTLEY, DELTA
28000
28000
None
None
40000
48000
28000
None
None
None
AGUIRRE, CA7ALINA
HemarWez, J J
3,56000
Now,Mehoun
BEEBE, CHRISTIAN
2x000
37500
None
None
McCmre, Bianca
leethawooe, Bayarun
AgudB,Andres
240 00
240 00
37500
None
None
None
Apwla, Robin
OINARAN, EDUARDO
Lindsley, Kristin
37500
37500
None
None
None
HANCE, ELIZABETH
WIGGINS, PAUL
20000
37500
37500
None
None
3,17000
GRIFRNG,JESSICA
24000
None
24000
PHILLIPS, CINpNE
CLINE, NATALJE
37500
37500
NOSE
None
75000
17,227 00
TOTAL
17,171 00
Pegs 2 of 2
Sheetl
Greater Dallas Youth Orchestra
Part II, Line 42, Depreciation
Fiscal year
End
Acquired
1986 & prior
1987
1988
1989
1992
1993
1994
1994
1995
1996
1998
1999
1999
2001
TOTALS
NOTE
Cost or
Other
Basis
7746
40
4910
6894
5250
5209
1798
265
805
1000
928
975
620
2471
38911
Method
Accumulated
Dep
Accumulated
Dep
Accumula
Depreciation Year End Deprecation Year End
Dep
7/31/99
7/31/00
7/31/00
7/31/01
7/31/01
N/A
SL 5yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
MACRS 7 yr
4Yr St Line
4 yr St Line
4 yr St Line
4 yr St Line
5140
40
4910
6894
5250
5209
1798
265
805
660
444
0
0
0
31415
Musical Instruments are NOT deprecated
Part IV, Line 578, Accumulated Depreciation
See Schedule for Part II, Line 42
0
0
0
0
0
0
0
0
0
80
212
224
142
0
658
5140
40
4910
6894
5250
5209
1798
265
805
740
656
224
142
0
32073
0
0
0
0
0
0
0
0
0
80
212
244
155
155
846
5140
40
4910
6894
5250
5209
1798
265
805
820
868
468
297
155
32919
Dep
Year End
7/31102
0
0
0
0
0
0
0
0
0
80
60
244
155
618
1157
5140
40
4910
6894
5250
5209
1798
265
805
900
928
712
452
773
34076
Greater Dallas Youth Orchestra, Inc.
75-1468956
Attachment to Form 990 - Part V
7/31/2002
Part V List of Officers, Directors, Trustees and Key Employees
Name & Address
Title & hrs worked
Compensation
Contributions
Benefit Plan
Exp
Acct
William L. Herrera
Chair-man
0
0
0
J Chris Wells
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
President
2
0
0
0
Louis R. Ainsworth
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Secretary
0
0
0
0
Milton H Thomas, Jr.
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Treasurer
0
0
0
0
Charles R Moore
CEO
40
$47,000
$1,410
0
Jill Brown
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Guild President
0
0
0
0
Donna Coppinger
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Jeannette Early
Vice President
0
0
0
0
C/o/ GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
0
Martin Crluck
C/o GDYO
Vice President
0
0
0
0
Michael W. Hendrix
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Barbara Kincaid
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Heather Moore
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Bette S. Mulluis
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
M. Fletcher Reynolds
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Dana Sampson
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Denise Smith
C/o/ GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Susan Tihohz
C/o GDYO
3630 Harry Hires Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Rececca S. Todd
C/o GDYO
3630 Harry Hires Blvd
Dallas, TX 75219
Vice President
0
0
0
0
3630 Harry Hines Blvd
Dallas, TX 75219
Kevin g Wiggms
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Vice President
0
0
0
0
Virginia Abdo
C/o GDYO
3630 Harry Hones Blvd
Dallas, TX 75219
Director
0
0
0
0
Stacey Angel
c/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Monica Alexander
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Diane Bnerley
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Stephen Clupman
C/o GDYo
3630 Harry Hines, Blvd
Dallas, TX 75219
Director
0
0
0
0
Greg Davis
C/o GDYO
3630 Harry Hmes Blvd
Dallas, T7{ 75219
Director
0
0
0
0
Dawn Estes
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Jane Foote
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Faye Gould
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
G W Hail
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Keath Hance
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Director
0
0
0
0
Ko Iwasaki
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Connie & Jerry Klemow
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Directors
0
0
0
0
Gloria H. Lett
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Daniel M Mahoney
C/o GDYO
3630 Harry Hones Blvd
Dallas, TX 75219
Director
0
0
0
Wilma May
C/o GDYO
3630 Harry Hines Blvd
Dallas, TX 75219
Director
0
0
0
0
Kevin W McMdlen
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Elizabeth F Norwood
C/o GDYO
3630 Harry Hires Blvd
Dallas, TX 75219
Director
0
0
0
0
Alice Sklar
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Barbara Sypult
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Maxwell Tucker
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Julie Turner
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Samuel J. Vastola
C/o GDYO
3630 Harry Hmes Blvd
Dallas, TX 75219
Director
0
0
0
0
Application for Extension of Time To File an
Exempt Organization Return
Fpm $$s$
(December zooo,
DepeManl of the Treasury
OMB No 15451709
" File a separate application for each return
internal Revenue Service
9 Ii you are filing for en Automatic 3-Month Extension, complete only Pert I and check this box
re If you are filing for an Additional (not automatic) 3-Month Extension, complete only Pert II (on page 2 of this form)
Note Do not complete Part 11 unless you have already been granted an automatic 3-month extension on a previously fled
Form 8868.
Automatic 3-Month Extension of Time-Only submit original (no copies needed)
Note, Form 990-7 corporations requesting an automatic 6-month extension heck this box and complete Pert,l only
0. C1
All other corporations Including Form 990-C Filers) must use Form 7004 to request an extension of time to file income tax
returns Partnerships, REMICs and trusts must use Form 8736 to request en extension of time to !de Form 1065 . 1066, or 1041
type or
Name of Exempt Organization
Fie by the
Number, street, end room or suite no If e P O box, see Instructions
print
due date for
filing Your
ions
return See
instruct
C
Ci
~~
"Jl0 ~0
H,~~
Employer Identification number
u1h 02C Esf2
1I4
N~ NE.S
/
TS
L146 895
~/
l l~4
ty, town or po st office, state, and ZIP code For a foreign address, see instructions
,--,A~~rs -7-V ~7
I7/G
Check type of return to be fled (file a separate application for each return)
Forth 990
~ Form 990-T (corporation)
Form 990-BL
~ Form 990-T (sec 401(a) or 408(a) trust)
D Form 990-EZ
0 Form 990-T (trust other than above)
El Form 4720
D Form 5227
D Form 6069
0 Form 990-PF
0 Form 1041-A
El Form 8870
is If the organization does not have an office or place o1 business in the United States, check this box
0 If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
If this is
for the whole group, check this box " 0
If it is for part of the group, check this box " 0 and attach a list with the
names and EINS of all members the extension will cover
1
I request an automatic 3-month (6-month, for 990-T corporation) extension of time until
1"C
1 , 206,~
to file the exempt organization return for the organization named above The extension is for the organization's return for
T
111 a calendar year 20 . or
-3 ~
. . . . . . , 20 0X
111 0 tax year beginning __ _ AUj (!s_~' 1
, 2001, and ending
IJ O
2
If this tax year is for less than 12 months, check reason
D Initial return
J
0 Final return 0 Change in accounting penod
3a
II this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments
made Include any prior year overpayment allowed as a credit
e
Balance Due Subtract line 3b from line 3a Include your payment with this form, or, ii required, deposit
with FTD coupon or, d required, by using EFTPS (Electronic Federal Tax Payment System) See
instructions
Signature and Verification
Under penalties of penury, I declare that I have examined this forth including accompanying schedules end statements end to the best of my knowledge end belle)
A u true correct, and complete and the) I em authorized to prepare this form
Signature s
?=
!Y jm;lf~
For Paperwork Reduction Act Notice, see Instruction
Title 11~
::2/`T~
Cat No 279i6D
Date 1,
121W07-
Form 8868 (tY-7000)