Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
Community Foundation for Palm Beach
and Martin Counties Inc
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
700 South Dixie Highway No 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
West Palm Beach, FL33401
D Employer identification number

23-7181875
E Telephone number

(561) 659-6800
G Gross receipts $ 27,383,120
F Name and address of principal officer:
Gloria Ortega Rex
700 South Dixie Highway No 200
West Palm Beach,FL33401
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.yourcommunityfoundation.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1972
M State of legal domicile: FL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 23
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 16
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -321,981
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -355,322
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,887,680 4,605,307
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,748,258 4,536,235
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -111,755 136,181
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 15,524,183 9,277,723
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,000,813 7,278,976
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,224,889 1,095,486
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet814,061    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,475,877 1,743,785
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,701,579 10,118,247
19 Revenue less expenses. Subtract line 18 from line 12....... 7,822,604 -840,524
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 139,536,777 157,078,343
21 Total liabilities (Part X, line 26)............. 16,355,244 18,130,403
22 Net assets or fund balances. Subtract line 21 from line 20..... 123,181,533 138,947,940
Part II
Signature Block
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
JumboBullet 2015-04-30
Signature of officer Date
JumboBullet GLORIA ORTEGA REXExec Vice Pres Finance
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
LESLIE K MILTON
Preparer's signature
LESLIE K MILTON
Date
 
PTIN
P00002416
Firm's name MediumBullet
Holyfield & Thomas LLC
 
Firm's EIN MediumBullet65-1083521
Firm's address MediumBullet
125 Butler Street
 
West Palm Beach, FL33407
Phone no. (561) 689-6000
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Page 2
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
..............
1
Briefly describe the organization’s mission: To enhance the quality of life for all residents now and for future generations; to build permanent endowments. To provide community leadership on relevant issues and to address needs through grant making.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,278,959 including grants of $ 421,368 ) (Revenue $   )
HEALTH AND HUMAN SERVICESMore than $2.2 million was raised in a single day for 330 local nonprofits during the first-ever Great Give Palm Beach and Martin Counties. The 24-hour online fundraising event held on May 6 was hosted by the Community Foundation, United Way of Palm Beach County, Martin County Community Foundation and United Way of Martin County. The final total raised in this event was over $2.2 million and included the money raised through online donations that day, as well as additional funds raised by the nonprofits through match challenges and checks that were not contributed via the website. It also included close to $460,000 in bonus funds raised by the Community Foundation that was divided and awarded to every participating nonprofit based on the total they raised. More than 100 community foundations across the country participated in the giving event in partnership with Give Local America, and collectively raised $53 million in one day. Another important focus of the Community Foundation's grantmaking in Health and Human Services this year was affordable housing. Through a grant to Adopt-A-Family in the amount of $205,000, critical rehabilitation work was done on their 32 permanent supportive housing units dedicated to housing homeless families. Adopt-A-Family receives funding through the U.S. Department of Housing and Urban Development to operate a substantial amount of their housing programs. Unfortunately what is not included in that funding is some of the on-going maintenance costs of the units. Through these funds they were able to replace flooring, install high-gear energy-efficient air conditioners and repair several roofs. Healthier living environments were provided to the many families they serve. Through funding provided to Place of Hope in the amount of $216,368, the Community Foundation supported their transitional independent living program operated at the Villages of Hope Campus and the Place of Hope at The Haven Campus. The Transitional Independent Living Program (TILP) is dedicated to providing a supportive and proactive living and learning environment for transitioning and emancipated foster youth. The objectives are to provide quality, safe, affordable housing, emotional and material support, supportive relationships, goal setting and career planning, education and employment opportunities, life-skills development and moral and spiritual guidance for the young adults in care.
4b (Code:   ) (Expenses $ 1,197,620 including grants of $ 339,581 ) (Revenue $ 0 )
COMMUNITY AND ECONOMIC DEVELOPMENTRecognizing the many challenges that our community faces, the Community Foundation provided much needed funding to alleviate some of the impact. Through a grant of $216,667 to the Community Partners Group, two specific challenges were addressed for those who suffer with severe persistent mental illness: affordable livable supportive housing and overcoming social isolation. The funding allowed the agency to make critical improvements to the housing that these residents live in and also hire a volunteer coordinator to engage them socially to avoid potential institutionalization. Through a grant to the Indiantown Non-Profit Housing (INPH) agency, the Community Foundation provided $122,914 in funding to address issues around affordable rental housing. There is a tremendous affordability gap for most families of over $600 per month which leaves families struggling to meet basic needs. The INPH was able to acquire 17 units in the Stuart area which has allowed seven families and multiple individuals to have a safe and affordable place to call home. El Sol, located in Jupiter, works with immigrant day laborers to help them find employment. Their resource center gives the day-laborers a safe and organized place to wait for open-air labor market hirers. Through their funding they were able to build bridges of communication promoting a strong community that is ethnically and culturally diverse. Through multi-cultural programs and events, El Sol brings together the migrant and local community.
4c (Code:   ) (Expenses $ 900,625 including grants of $ 130,000 ) (Revenue $   )
EDUCATIONThe Community Foundation continues to support education both in and out of the formal classroom. The South Florida Science Museum was granted $75,000 to create a state of the art facility to engage its visitors. The new facility provides onsite education of Florida's most important ecosystem, the Everglades. The program, "Passport to the Everglades" worked in two phases; 1) The Director of Education went into various classrooms to incorporate the Everglades curriculum with teachers' lesson plans, and 2) Students were taken on field trips to the museum for a hands-on education of the ecosystem. The program afforded Title 1 school students to engage in an opportunity that to this point had not been possible. The Community Foundation once again worked closely with community partners Citi Foundation and ClearPoint to educate new college-bound students about the financial realities facing them. The goal was to arm them with enough knowledge going into college so they'll make sound financial choices while in college and be in the best possible financial situation when they graduate. The Financial Education for Students Initiative provided a grant of $55,000 to ClearPoint through the Education Foundation of Palm Beach County. The grant was used to provide financial education counseling from ClearPoint to the Community Foundation's 2014 scholarship recipients and applicants. Group sessions were held for students and their parents and one-on-one counseling was provided to the scholarship recipients. As part of Martin County's Community Development Plan, "Arts in Public Places" was included into development plan ordinance. A $55,000 grant was provided for this creative placemaking project to the Education Foundation of Martin County to develop their partnership with Martin County Board of Commissioners, Martin County School District and the at-large community. The focus was to create, with the RIO community, bike racks and benches with a mosaic theme. The location of the artwork placement has been determined by RIO community members. The process utilized a local artist working with students from Martin County schools to create artwork.
(Code:   ) (Expenses $ 804,500 including grants of $ 253,000 ) (Revenue $   )
Believing in the necessity of keeping arts and culture alive in our community and schools, the Community Foundation invested in several organizations this year. Among them was The Palm Beach Opera which received $134,400 in funding which addressed issues of diversity among the opera audience by bridging cultural divides and creating a sustainable and diverse audience base. The goal of "Do Something Different: Discover Opera" was to generate long-term community impact through efforts to identify, understand and engage a multi-cultural audience in the opera art form. The project attracted and developed a new urban audience in order to demystify the opera art form by developing and fostering relationships in diverse communities. A grant for $119,000 was also awarded to Street Beat which is located in the Glades community. They showed that exposing teens to the arts can change their lives in multiple ways by: a) building self-help/life skills, b) achieving scholastic excellence by developing effective study habits, c) boosting self-esteem, and d) engaging participants in the community through positive extra-curricular activities such as local, statewide and international performances. They launched a major prevention initiative that enabled teens to prepare a performance piece for youth audiences created from valuable life lessons based on firsthand accounts of how ex-offenders turned their lives around. Integrated into this are opportunities to teach daily life skills including leadership and study habits. Funding provided to Flamingo Clay Studios which was specifically used to support 10 low-income, senior artists and provide them with access to the fully-equipped ceramic studios and materials to create art and interact with their peers for one year. The $51,000 granted for this unique project allowed them to incorporate art and culture into community development and strengthen the capacity for local artists to hone their sculpting skills and ultimately provide an income stream to the artists.
(Code:   ) (Expenses $ 720,771 including grants of $ 704,774 ) (Revenue $   )
When the Philip D. O'Connell, Sr. Memorial Scholarship Fund was established at the Community Foundation in 1988, Mr. O'Connell's wife wanted the scholarship awards to be more than a dollar amount. She wanted to meet the students and their parents and tell them about her husband, a former State attorney in Palm Beach County. The simple luncheon she started many years ago has evolved into a full day to learn about the man behind the scholarship and the community he loved. This annual tradition is now carried on by Mrs. O'Connell's son, Daniel O'Connell. Every year, the scholarship winner takes a field trip to the State attorney's office, where a bust of Mr. O'Connell is displayed, and then visits the Richard and Pat Johnson Palm Beach County History Museum in West Palm Beach. Together with our donors, the Community Foundation awarded $704,774 in scholarships to 83 students in Palm Beach and Martin Counties in May 2014. Since 1983, over $8.5 million in scholarships have been awarded to nearly 1,800 students. Scholarship funds are often established to honor or memorialize a loved one.
(Code:   ) (Expenses $ 440,450 including grants of $ 110,000 ) (Revenue $   )
The heightened public awareness given to our environmental issues has become a significant concern for residents of Palm Beach and Martin Counties. Friends of MacArthur Beach State Park recognized that at no time in history has improving science education been more important than it is now, as a scientifically informed citizenry is critically important to understand and take part in current and future decisions about the use and protection of our natural resources. Individual awareness, understanding and appreciation of our water and natural resources will also have a huge impact on Palm Beach County. Funding of $55,000 provided for their program "A Focus on Water Resources" developed awareness, understanding and appreciation of our water and natural resources as a core standard of our education programs. Through a grant of $55,000 made to the Coastal Conservation Association of Florida, a sustainable reef habitat was created in South Palm Beach County an area that is unnaturally lacking in near shore reef habitat. A grant of $165,000 awarded to the Palm Beach Zoo represented a unique opportunity to bridge an educational program with a direct environmental effort. The Zoo's Water Conservation Project had two parts. First, the replacement of three of the facility's water pumps. Many of the Zoo's animal exhibits include water features such as waterfalls and pools. Most of the infrastructure dates back to the 50's and 60's. The water pumping equipment and plumbing had deteriorated over time and was inadequate for the Zoo's current needs. The second part of the program utilized this project as a model to an entire neighboring school by showcasing large-scale water conservation and teaching students through hands-on science activities (i.e.: taking water flow measurements, testing water quality, calculating water usage, and data analysis).
(Code:   ) (Expenses $ 334,263 including grants of $ 5,320,253 ) (Revenue $   )
Additional accomplishments.
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,299,984 including grants of $ 6,388,027 ) (Revenue $   )
4e Total program service expensesMediumBullet7,677,188
Form 990 (2013)
Page 3
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment.............
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XIIClick to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..........
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ...
20b
 
 
Form 990 (2013)
Page 4
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II ....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ........
38
Yes
 
Form 990 (2013)
Page 5
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V.........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
16
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
16
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
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)?
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? ......................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? .......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? ............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
27,383,120
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Page 6
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletGloria Ortega Rex700 S Dixie Hwy Suite 200   West Palm Beach, FL33401 (561) 659-6800
Form 990 (2013)
Page 7
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Deborah Dale Pucillo......................................................................
Chairman of the Board
3.00
.................
2.00
X   X       0 0 0
(2) Douglas Stockham......................................................................
Vice Chairman
3.00
.................
 
X   X       0 0 0
(3) Sally Gingras......................................................................
Vice Chairman
3.00
.................
 
X   X       0 0 0
(4) JB Murray Jr......................................................................
Secretary
3.00
.................
 
X   X       0 0 0
(5) Pedro Del Sol......................................................................
Director
3.00
.................
2.00
X           0 0 0
(6) Kathleen B Emmett......................................................................
Director
3.00
.................
 
X           0 0 0
(7) George T Elmore......................................................................
Director
3.00
.................
 
X           0 0 0
(8) Anson Beard Jr......................................................................
Director
3.00
.................
 
X           0 0 0
(9) Katherine P Goldsmith......................................................................
Director
3.00
.................
 
X           0 0 0
(10) Paulette Koch......................................................................
Director
3.00
.................
 
X           0 0 0
(11) Andrew Kushner......................................................................
Director
3.00
.................
 
X           0 0 0
(12) Kathleen J Kroll......................................................................
Director
3.00
.................
 
X           0 0 0
(13) Lawrence J Miller......................................................................
Director
3.00
.................
 
X           0 0 0
(14) Lisa Newcomer Mulhall......................................................................
Director
3.00
.................
 
X           0 0 0
(15) Ray Celedinas......................................................................
Director
3.00
.................
 
X           0 0 0
(16) David G Ober......................................................................
Director
3.00
.................
 
X           0 0 0
(17) Lore Moran Dodge......................................................................
Director
3.00
.................
 
X           0 0 0
Form 990 (2013)
Page 8
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Virginia H Smith........................................................................
Director
3.00
.......................  
X           0 0 0
(19) Roy Zuckerberg........................................................................
Director
3.00
.......................  
X           0 0 0
(20) Peter Matwiczyk........................................................................
Director
3.00
.......................  
X           0 0 0
(21) Steven A Templeton........................................................................
Director
3.00
.......................  
X           0 0 0
(22) Christina M MacFarland........................................................................
Director
3.00
.......................  
X           0 0 0
(23) Caroline B Sory........................................................................
Director
3.00
.......................2.00
X           0 0 0
(24) Leslie Murphy Ended 2-6-13........................................................................
President and CEO
40.00
.......................  
    X       100,442 0 0
(25) Danielle Cameron........................................................................
Vice President for Develop
40.00
.......................  
    X       118,430 0 0
(26) Gloria Ortega Rex........................................................................
Vice President of Finance
40.00
.......................  
    X       137,747 0 0
(27) Bradley Hurlburt Begin 9-3-13........................................................................
President and CEO
40.00
.......................  
    X       53,173 0 0






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 409,792 0 0
Form 990 (2013)
Page 9
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 406,290
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 4,199,017
g Noncash contributions included in lines 1a-1f:$ 187,186
h Total.Add lines 1a-1f.......MediumBullet 4,605,307
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ........MediumBullet 1,048,600     1,048,600
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents 545,083  
b Less: rental expenses 867,064  
c Rental income or (loss) -321,981  
d Net rental income or (loss)......MediumBullet -321,981   -321,981  
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 20,647,895  
b Less: cost or other basis and sales expenses 17,160,260  
c Gain or (loss) 3,487,635  
d Net gain or (loss).....MediumBullet 3,487,635     3,487,635
8a Gross income from fundraising events (not including $ 406,290of contributions reported on line 1c). See Part IV, line 18 ....
a 31,000
b Less: direct expenses ...b 78,073
c Net income or (loss) from fundraising events..MediumBullet -47,073   -47,073
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a (r) Other income 900099 393,836     393,836
b Investment Man. Fee-M&R Pew 900099 59,505     59,505
c Change in Value of Split-Interest 900099 45,702     45,702
d All other revenue .... 6,192     6,192
e Total. Add lines 11a–11d ...... MediumBullet 505,235
12 Total revenue. See Instructions......MediumBullet 9,277,723 0 -321,981 4,994,397
Form 990 (2013)
Page 10
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 6,574,202 6,574,202
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 704,774 704,774
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 422,674 104,511 166,975 151,188
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 452,217 110,960 178,659 162,598
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 49,483 15,172 19,500 14,811
9 Other employee benefits ....... 83,298 25,540 32,826 24,932
10 Payroll taxes ........... 87,814 28,588 33,742 25,484
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,399 1,404 79 2,916
c Accounting ........... 53,439 17,053 958 35,428
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 711,998   711,998  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 19,813 373 21 19,419
12 Advertising and promotion .... 58,802 4,798   54,004
13 Office expenses ....... 26,965 6,973 9,564 10,428
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 55,878 4,277 15,215 36,386
17 Travel ............ 15,916 7,438 74 8,404
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 53,439 17,053 958 35,428
20 Interest ........... 172,452   103,887 68,565
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 84,315   50,792 33,523
23 Insurance ... 34,504 8,866 7,165 18,473
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Rent & Utilities Expens 281,488   281,488  
b Misc. Expenses 64,801     64,801
c Donor Services 20,507 20,507    
d Donor Services 16,056     16,056
e All other expenses 69,013 24,699 13,097 31,217
25 Total functional expenses. Add lines 1 through 24e 10,118,247 7,677,188 1,626,998 814,061
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Page 11
Form 990 (2013)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
1 Cash–non-interest-bearing ............. 1,000 1 1,100
2 Savings and temporary cash investments ......... 2,434,526 2 2,752,658
3 Pledges and grants receivable, net ........... 3,000,000 3 497,368
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 151,660 9 138,646
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,022,119
b Less: accumulated depreciation 10b 3,690,019 8,547,910 10c 8,332,100
11 Investments—publicly traded securities . 123,969,759 11 143,730,417
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,431,922 15 1,626,054
16 Total assets. Add lines 1 through 15 (must equal line 34)... 139,536,777 16 157,078,343
17 Accounts payable and accrued expenses ......... 734,574 17 796,772
18 Grants payable ... 4,119,285 18 6,226,082
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 10,900,000 20 10,900,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 601,385 25 207,549
26 Total liabilities. Add lines 17 through 25.. 16,355,244 26 18,130,403
Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 49,406,454 27 63,741,881
28 Temporarily restricted net assets ........... 1,799,913 28 2,132,830
29 Permanently restricted net assets 71,975,166 29 73,073,229
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 123,181,533 33 138,947,940
34 Total liabilities and net assets/fund balances ........ 139,536,777 34 157,078,343
Form 990 (2013)
Page 12
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
9,277,723
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,118,247
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-840,524
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
123,181,533
5
Net unrealized gains (losses) on investments ...............
5
16,606,931
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
138,947,940
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
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 Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description

Additional Data


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