[efile GRAPHIC print DO NOT PROCESS [As Filed Data—[ DIN: 9349333900304] 990 Return of Organization Exempt From Income Tax ome no ssas-0047 Form Under sacten (0, orto taimenaltaranecoie corsets | 2043 Foundations) > Do not enter Social Secunty numbers on this form as it may be made public By law, the (RS uRPENRENNTTES nama Revere Sevce poorer) Generally cannot redact the information on the form > Information about Form 930 and ite instructions 1s at wiry JAS gov/form990 05-30-2018 F arose emnge 26-2989361 Dany STE TS tome cme T Termmated PO BOK S24 TF topeation peeing Goss rants § 250,729 F vars snd vaarere o prneparemicer Ta) To this group return for CHARLES H OHNSTON sobordnatas® vee no Nb) Ace allaubordnates Yes” No treed? i tementes Pim P wit )Aimenm) Poweme Par TWO attach a it (see nstructons) 3 website: wa LSHLEAD ORG ve) Group exemption number > ‘fom otoosnamion Cagoatinl™ fost? Aeomont™ ner Terao 2001 SW oe em Summary 1 Brey desenbe the organzaborsrvasion or wont egnficant actviben CHARLES, AND ST MARY'S COUNTIES WO ARE PREPARED TO ADDRESS COMMON ISSUES AND COLLABORATE FOR z § | 2 Check he box HT se organization decontnaedits operons or deposed of more than 25% ofits net assets = $ | > wumver orvotina members othe governing body (PartVIIne 18) ve we wwe 3 2 E | + numoerorindepensene vono members othe governing bay (Pare VE, tne 10) lea a § | 5 tottnumoerofinduidasamployedincalandaryear 2012 anime 2a) ose = 6 [8 3 6 Total number af volunteers (estimate necessary) 6 30 7aTota unrelated business revenue fom Part VIli,column(C),bne12 2 2 + se ee Le A b Net unrelated business taxable income fom Form 990-1 line34_- 7 a Prior Year arent You Coninbutions and grants (Part VIII,ine 1h) 6 ee 107850 2 foun caccheme Ceeva ea 142,553 § |s0 investment income (Part VII, colui (A) ines 3,4,and74) 6... 23 © }12 other revenue (Part VIII, column (A), lines 5, 64, 8c, 9c, 10c, and 112) 43 12 Total evenve-ade lines 9 through 11 (must equal Part VII, column (A), ine i) 250728 1B Grants and simular amounts poi Par IX, column (A) ines io) vv 3a75 14 Benefits pad to orfor members (Pat TX, column (A), ne 4) @ 15 _Sslanes, other compensation, employee benefits (Part 1X, column (A), hes g 5-10) 107,625 B | sce professional tncrasing fees (Part 1X, column (A), ne 12) 3 & | > rooming exress (a tn 0), tw 25) mH 17 other expenses (Par Ik, column (A) ines 21n-116, 3126) : 1n678 18 Total expenses Ad ines 13-17 (must equal Par IX, column (Aline 25) 220,78 19 Revenue ess expences Subtrctline 18 fomine 12... ss 21.950 a a Sg fz Totariabiives Partxjime26) 161,975| 166,457 22 | 22 net assets orfund balances Subtract ne 21 fom ine 20 659 22,484 ture Block Under penalties of penury, | declare that Rave examined this return, including accompanying achedules and statements, and to the best of my knowledge and belie, tis true, corect, and complete. Declaration of preparer (other than officer) = based on al information of which preparer has any knowledge = Teoria Sore oO ate were |p sensteommn ean Tee Eee aT Oe Tae [aon Paid Firm's name Pamel W Connolly CPA -Fr’s EIN B 52-176526, Preparer Use Only [Trsae Pai sae Tore OEE soto, MD 21234 May the IRS discuss this return with the preperer shown above? (see mnstrucons) yy ~ + 7 vs 1 ss ¥en No Gea aac eee eee eee GeeForm 990 (2013) Page 2 EEIEMT Statement of Program Service Accomplishments Check # Schedule 0 contains a response or note to any linen this Part IIT rc 7 Snefiy desenbe the organization's mission LEADERSHIP SOUTHERN MARYLAND IS DEDICATED TO BUILDING A CADRE OF INFORMED LEADERS FROM CALVERT, CHARLES, BENEFIT OF THE SOUTHERN MARYLAND REGION, 2 Did.the organization undertake eny significant program services during the year which were not listed on the pnororm 990 or990-E27 sy se ey sw ge eee ne ste Yes FF No 1F¥es," descnbe these new services on Schedule 0 3. Did the organization cease conducting, or make significant changes im howit conducts, any program services? Fives F No IF*Yes," desenbe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each ofits 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, fany, foreach program service reported ae (cove erry 1077? wanda wari S 7950) (Revenue F Taz) THESE LEADERS REPRESENTED EUSMIESSES, NON-PROFIT ORGANIZATIONS, EOUCATION, ANDTHE PUBLIC SECTOR LEADERS HET MONTHLY IN DIFFERENT a (coue 7 (experses G5Ae7 waa gran of 5505) (Revenue $ roo IN conmurdcarions, Lanne, WORK m GROUPS, 41D ADVOCACY THE PROGRAM FOSTERED SELF “AVARENESS AUD ENAGLED THE STUDENTS TO REACH ae (come V(experses $ Taa75 wean gan TF TiRevemes 7 “4d_ Other program services (Desenbe m Schedule O ) (Expenses $ including grants of § )(Revenue $ ) “ae_Total program service expenses 165119 Form 990 (2013)Form 990 (2013) au 16 v7 16 Page 3 GEREN Checklist of Required Schedules Yes [No 1s the organization gascnbed in section 501(c)(3) or 4947(a)(1) (other than a pavate foundation)? If “Yes,” Yes ey ee ee 2 1s the organization required to complete Schedule 8, Schedule of Contntutors (see instructions)? 9. 2 | ves Did the organization engage in direct or indirect politcal campaign activities on behalf of or n opposition to Wo candidates for public ofice? If "Yes,"complete Schedule Pate + + ts tet tn 3 ‘Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section S01 (h) No flection m effect during the tax year? If "Yes, complete Schedule, Pat ev cv we we 4 Is the organization a section 501(c)(4), $02 (c)(S), or S01(c)(6) organization that receives membership dues, assessments, or similar amounts ae defined in Revenue Procedure 98-197 If "Yee," complete Schedule C, re ene ea eg tongs eae ee 5 Ne id the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provige advice on the distribution or investment of amounts in such funds or accounts? If "es," complete ScheduieD, Pate et ee tet et et ee ee 6 No Did the organization receive of hold » conservation easement, including easements to preserve open space, z the environment, histone lang areas, or stone structures? Jf "Yas," complete Schedule, Parti sss z fe Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," N ciple Schack (10 ascent cercre dee ect teens 8 e Did the organization report an amount in Part X, line 21 for escrow or custodial account lability, serve as @ custodian for amounts not listed n Part X, of provide credit counseling, debt menagement, erect repair, or debt N negotiation services? If "Ves,"complete Schedule D, Part IV. 2s ts tt st es tt ° e id the organization, directly or through 2 related organization, hold assets in temporanly restricted endowments,| 40 No ermanent endowments, or uasi-endowments? If "Yee," complete Schedule D, Part Vis s+ + = Ifthe organrzation’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIIT, Tx, or Xa8 applicable Did the organization report an amount for land, buildings, and equipment in Part X, line 107 cs 16 "Yes," complete Schedule 0, PatVIBD ov ee ta id the organization report an amount for investments other secunties in Part X, line 12 that is 59% or more of ‘te total assets reported in Part X, line 16? IF "Yes," complete Schedule D, PatVI vs ss + 1p No Dd the organization report an amount for nvestments—program related in Part X, line 13 that s 59% or more of N Its total assets reported in Part X line 167 ZF "Yes," complete Schedule, FartVIIT wv se ate ° Did the organization report an amount for ther assets In Part X, line 15 that 1s 5% or more of ts total assets ; reported m Part X, line 167 If "Yex,"complete Schedule, POtIX ss sv ve vt ts te aid a Did the organization report an amount for other liabilities in Part X, line 257 IF “es,"complete Schedule O, Part x | ee Did the organization’ separate or consolidated fnancial statements for the tax year include a footnote that addresses the organization’ liebility for uncertain tax positions under FIN 48 (ASC 740)? If "Yes, "complete | 4 ne ichacila Dy Pare eee ee cece ete eee ee id the organization obtain separate, independent auditeg financial statements for the tex yaar? 11 "¥es,"complete Schedule, Pats Mand XID eee ee ee ee 1a No Was the organization ncluded in consolidated, independent audited financial statements forthe tax year? If [aay a "Yee," and ifthe arganrzation answered "No" to ine 12a, then completing Schedule D, Parts Xt and XII 1s optional e 1s the organization a school described in section 170(b)(LWAMu)? If "Yes,"complete Schedule& . . . « [ay No id the organization maintain an office, employees, or agents outside ofthe United States? . . . [aa No id the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, ond program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," camplete Schedule, farts IandIVs + 2s = es 140 No Did the organization report on Part IX, column (A), line 3, more than $5,000 af grants or other assistance to or a for any foreign organtzation? If "Yes," complete Schedule F Parts Il and 1V 45 id the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other N aseistance to or for foreign individuals? If "Yes,"complete Schedule F, arts IIT and IV. « 16 ° id the organization report a total of more than $15,000 of expenses fer professional fundraising services on Par} 47 No 1%, columm (A), lines 6 and 11€? 14 "Yes," complete Schedule G, Part (See structions) Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part a VIII, lines Le and 8a? If "Yes, "complete Schedule G, Part 11 18 e Did the organization report more then $15,000 of gross income from gaming activites on Part iI, ine 847 1f | 4g Wo "Yes,"complete Schedul@G,PartH se ee tee te tee Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H oa Wo 1F¥es" tone 20a, did the organization attach a copy ofits audited financial statements to this return? 7 aaa aLForm 990 (2013) Checklist of Required Schedules (continued) 2 a 23 2a ” ee oe eee Page 4 Did the organization report more then $5,000 of grants or other assistance fo any domestic erganiation or government on Pert Ik, column (A), line 1? If "Yes," complete Schedule i, Fats Tani. Did the organization report more than $5,000 of grants or other assistance to individuals 1n the United States on PartIx, column (A), ine 2? If "es," complete Schedule, Pars I nd Hf. sv s+ Did the organization answer "Yes" to Part VII, Section A, line 3,4, 95 about compensation ofthe orgenization’s current and former oficers, directors, trustees, key employees, and highest compensated employees? IF "Yes," ee Did the organization have a tax-exempt bond issue with an outstanding principal amount of mare than $100,000 {a6 of the last day of the year, that was issued after December 32, 20027 If “Yes, answer lines 240 through 24a and complete ScheduleK. IF "ie,"gotoline258- - st ee ete te te Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .. - id the organization maintain an escrow account other than 8 refunding escrow at any time dunng the year id desea ny tax exempt bonded ects gat aera eaters a id the organization act as an “on behalf of issuer for bonds outstanding at any time during the year? . ‘Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with 2 disqualified person during the year? If "Yes," complete Schedule, PIT sve tv te Is the organization aware that it engaged in an excess benefit transaction with # disqualified person in 2 prior year, ana that the transaction has not been reported on any af the organization's prior Forms 990 or 990-62? If "Yes,"complete Schedulel, Part vs se et tt tet te tt id the organization report any amount on Part X, line 5, 6, oF 22 for receivables from or payables to any current or former oficers, directors, trustees, key employees, highest compensated employees, or disqualified persons? Tso,completesSchedulel, Pat Ils. se te we te te et ett ee Did the organization provide a grant or other assistance to an officer, sirector, trustee, key employee, substantial Contributor or employee therect, a grant selection committee member, orto a'35% controlled entity or family, ‘member of ny of these persons? If "Yes," complete Schedule Pat II vv vt vs + \Was the organization a party to 2 business transaction with one ofthe following parties (see Schedule L, Part1V instructions for applicable fling threshalds, conditions, and exceptions} A currant or former officer director, trustee, or key employee? If "Yes," complete Schedule L, Part | family member of a current of former officer, director, trustee, or key employee? If "Yes," cape shee IN, et ce te ces An entity of which a current or former officer, director, trustee, or key employee (ora family member thereof) was fan officer, director, trustee, or direct or indirect owner? If "Yes, complete Schedule l, Port IV ++ Did the organization receive more than $25,000 imnen-cash contnbutions? If "Yes,"complete Schedule. « id the organization receive contnbutions of ar, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes,"complete Schedule vv ve vt tw ts Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule Ny, Did the organization sell, exchange, dispose of, of transfer more than 25% of ts nt assets? If "Ys," complete SchedieN,PatI vv st we tt te te tt et 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, Part. = ss Was the organization related to any tax-exempt or taxable entity? Zf "Yes," complete Schedule R Prt 11,111, or 1V, angPatVline ss se ee tet et tet en en tee a Did the organization have a controled entity wthin the meaning of section 512(bX23)? 1F-Yes'to line 382, did the organization receive any payment from or engage in any transaction with @ controlled lentity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V,line2 ‘Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-chantable related organization? If "Yes," complete Schedule , Part V, ne 2 Did the organization conduct more than 5% of ts activities through an entity that isnot a related organization {and thats treated ae a partnership for federal income tax purposes? if "Yas," complete Schedule , Part VI id the organization complete Schedule O and provide explanations in Schedule O for Pert VI, lines 11b and 197 Note. All Form 990 filers are requiredto complete ScheduleO s+ 7s 7 es 7 ss ves 2a 2ab 2aa 250 25b ves eee rereForm 990 (2013) Page S Statements Regarding Other IRS Filings and Tax Compliance tn Enterthe number reported in Box 3 of Form 1096 Enter-O- not applicable. «| ta 6 b Enterthe numberof Forms W-26 included inline 12 Enter-0-ifnot appicable ab 3 € idthe organzaton comply with backup wtholding rules for eportable payments to vendors and veporabe gaming (Ganbingiwnungstopneewmmen> ss nee cers tree nee [te | ves 2a Enter the number of employees reported on Form W3, Transmittal of Wage and Tax Statements, ed forthe calender yeeranding wath or thin the Year covered Dies ere eee ae E b ifatleast one 1 reported on tine 20, did the orgatztin ileal required federal empoyment tn ature? Note. If the sum of lines 12 and 2a 1s greater than 250, you may be required to e-file (see instructions) eee 3a id the organization have unrelated business gross income of $3,000 or more during the year? « as No 1F-Ye5,"hae i fled a Form 990-T forthis year? IF"No"toline 3b, proviean explanation m Schedule... [3b vert fnantalwecount in» forergn county (euch as a bank account, secures account ov ter hance scesune * No © 1f*Ves," enter the name of the foreign country P- See instructions for fing requirements for Form DF 9U:22 1, Report of Fragn Bank and FinancaT ACCOunES Se Was the oraanzation party to» probit tax shelter transaction at any te during the tx year? = m7 Did any taxable party notify the organization that t mas orisa party toa prohited tx shelter transaction? — ay Neo € If-Ves7 to ine 58 or Sb eid the organation fle Form 806-7? 6 se 62 Does the organization have annua gross receipts that are normaly greater than $100,000, and did the @ We Srgumention sole any contautons that were notax deductible chantable cenmmbuten? ss ee Sele eee eee en eee eee enn ST ay 7. Organizations that may receive deductible contributions under section 170(¢). Did the orenastion rece epayrientin excess of 75 made partly esa contnbution and parti for goods and. | 70 No Teta peeiel tanya ee se bs 1f-¥es- eid the organization notly the donor ofthe value ofthe goods or services provided? € id the organization sel, exchange, or otherwise dispose of tangible personal property for which it was required tl le amg ee tre ae ee ener regret gee eee et | aa No 4 if*¥es7indieate the numberof Forms 8282 fed dunng the year «bud the orpancation receive any funds, directly or niecty to pay premiums on » persona benefit Dud the orpancation, dunng the year, pay premums divecty ormarectiy, on a personal benef contact? [7 No 4 ifthe organzation received a contnbution of qualified ntelectuel property, ci the organization file Form 8899 a8 bh Lfthe organization receweda contnbution of cars, boats, panes, or ther vehicles, dd the organaation fle a Pomoc ee eae | mh No {Sponsoring organizations maintaining donor advised Funds and sacton 509(a)(3) supporting organizations. ihe sunpoting organization, ers Corer aawised hind mamntened by s sponsonna orgencation, nave excess Disineoholange stany tine denngtieyont™ see es eee eens : © Soommoringcrpanizations maintaining donor advied funds 2 Did the orpanzation make any tarabledstnbutions under section 496s? . 2. 2 ee Lom 10 Section 501(0)(7) organizations. Enter a Iniuation fees and ceptl contributions included on Part VIII,tine2.. [400 b ross recerpts, included on Form 990, Par Vill ine 12, forsublic use ofclub [a0 11. Section 501(6\(42) owanizatione. Enter Se A 1 ross income from ather sources (Oo ot net amounts dve or paid to other sources Peerage ey ee apa ETT 125 Section 4947(a)(1) non-exempt charitable trusts Is the organrzation ling Form 980 in lew of Form 10417 | 2m b if-ves’ enterthe amount of tax-exempt terest received oracerved during the ie 13. Section 501(0)(29) qualified nonprofit health insurance suers 21s the organzatonicensedto issue qualified neath plans n more than one state? ote. See the metructions for adtonal information te orumration must report on Schedule O b Enterthe amount of eserves the organzation i required to maintain by the states \m which the organization 1s licensed to issue qualified health plans... asad € Enterthe ameuntotreservasontand ss. ee eee Lae 14a 01d the orgarzation receive any payments forindor tanning services during the tox year? vy | A No b_if°¥es7 hast fled a Form 720 to resortthese payments? i Na provide an explanation n Schedule». | 34b Seee aera:Form 990 (2013) Page 6 Governance, Management, and Disclosure for each "Yes" response to Ines 2 through 7 below, and for a ‘ho response to lines 82, 8b, oF 10b below, describe the circumstances, processes, or changes in Schedule 0, ‘See instructions. Check if Schedule 0 contains a response or note to any line n this Part VI F ‘Section A. Governing Body and Management Yes | No 4a Enter the number of voting members ofthe governing body at the end ofthetax | 4. | If there are material diferences in voting nghts among members ofthe governing body, orfthe governing body delegated broad authonty to an executive committee or siilar committee, explain in Schedule © bb Enter the number of voting members included inline 12, above, who are iaieeaniost ei ce eee ae ate tb a7 2. Didany officer, directo, trustee, or key employee have a family relationship or a business relationship mth any other officer, dvector, trustee, key employee? 2 No 3. Didthe organization delegate control over management duties customary performed by or under the direct, 5 es supervision of officers, directors or trustees, or key employees to amanagement company or other person? - 4 Didthe organization make any significant changes to its governing documents since the prior Form 980 mas. Career ee ie a No Did the organization become aware dunng the year ofa significant diversion ofthe organization’s assets? No Did the organization have members orstockholders? . . 5 ee eee No 7a Did the organization have members, stockholders, or other persons who had the powertto elect or appoint one or ‘more members ofthe governing body? 7 No bb Are any governance decisions of the organization reserved to (or subyect to approval by) members, stockholders, | 7b No for persons otherthan the governing body? vs vs tv se tt et ts ts Did the organization contemporancously document the meetings held or wntten actions undertaken during the year By the fllowing he covernina ned | aallives b Each committee with suthonty to act on behalf ofthe governing body? . se ess «| 8b | Yes 9 Is there any officer, director, trustee, or key employee listed n Part VII, Section A, who cannot be reached atthe organiastion’ mailing address? If "Yes," provide the names and addresses im Schedules tv et ys | 8 No Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code) Yes | No 302 1d the organization have local chapters, branches, oraffliates? 2 2. 2 2. 2 ee se [i No bb IfVes, did the organization have wnten policies and procedures governing the activities of such chepters, affiates, and branches to ensure their operations are consistent withthe organization's exempt purposes? 100 4a Has the organization provided a complete copy of this Form 990 to all members ofits governing body before hling ies ogee ea ase gee teat easel a eg ea| aae|Vee bb Describe in Schedule O the process, any, used by the organization to reviewthis Form 990... = 328 1d the organization have a wnitten conflict of interest policy? If "Ne," go to fine 13 aaa | Yeo bb Wore officers, rectors, or trustees, and key employeas required to disclose annually interests that could give nee te comics cess ere sane eset asa esac ae aaa | aah] ea € Did the organization regularly and consistently monitor and enforce compliance mith the policy? If "Yes," desenbe i Set Oi hs res ane ese eeepc eee ec a | ae ee 43d the organization have 8 wnitten whistleblower policy? 2 We 14 Did the organization have a written document retention and destruction poley? . . - ss ss + « [aa] ves 45 Did the process for determining compensation ofthe following persons include a review and approval by Independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and decision? a The organization's CEO, Executive Director, or top management oficial... . + + s+ + [43a] Yes b Other officers or key employees ofthe organization © 2 ee ee ee 156 Ne If"¥@5" to ine 15a oF 15b, descnbe the process in Schedule O (see instructions) 160 01d the organvzation invest in, contribute assets to, oF participate ina int venture or similar arrangement with @ tneabte entity dunno the years acini acie se eet e ee ce nese a dee No bb 1f"¥e5," aid the organtzation follow a written policy or procedure requinng the organization to evaluate ts partieipationinoint venture arrangements under applicable federal tex law, and take steps to safeguard the organization’ exempt status with respect to such arrangements? ve, yt ee we ss | a6 in Section C, Disclosure 37 List the Stotes with which e copy ofthis Form 980 vs required to be flea MO 48 Section 6104 requires an organization to make its Form 1023 (or 1024 \fapplicable), 990, and 990-7 (SOi(e) Gis enly) available for public inspection Indicate how you made these avaiable Check all that apply Townwebsite FF Another's website F Upon request I~ Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and fs0, how) the organization made its governing documents, conflict of Interest policy, and financial statements available to the public dung the tax year 20 State the name, physical address, and telephone number ofthe person whe possesses the books and records of the organization PHELEN WERNECKE P.O BOX 524 LEONARDTOWN, MD 20650 (240) 729-5469 ieee reerForm 990 (2013) Pase7 EEMEUI Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check # Schedule O contains a response ornote to any lineinthis PartVIT ee eee ee Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Ta Complete this table for all persons required tobe listed Report compensation or the calendar year ending wth or within the erganization® 1¢List al of the organization’ current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter -0~ in columns (0), (E), and (F) Ise compensation was paid ‘¢ List al ofthe organization’ current key employees, any See instructions for definition of “key employes ‘List the organization’ five eurent highest compensated employees (other than an officer director, trustee or key employee) ve received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 fem the organization end any related organizations {List al ofthe organization’ Former officers, key employees, or highest compensated employes ‘of reportable compensation from the organization and any related organizations ‘List al ofthe organization’ Former directors or trustees that received, in the capacity as 8 former director or trustee ofthe organization, more than $10,000 of reportable compensation from the organization and any related erganzations List persons inthe following order individual trustees oF directors, institutional trustees, officers, Key employees, highest compensated employees, and former such persons F check this box sfneither the organization nor any related organization compensated any current officer, director, or trustee ‘tho received more than $100,000 @ @ © @ © © Nome see aversos | rosmon fenstcneck | neporsble | nepermbie | estmntad rousper fm than sneboxcunees | comensaton | compensation | smoutet weet ist |"personseotranameer | “nomthe.” | ‘romvested” | "other Snrnous | andedrectrtnstec)_| organcaton | arpensatans | compensation ereewtes be SY cn zrioss- | (weaoss: | “romine cmenestons|® |= [38 Bale] mis wise)” | orgensaton veiw 22138 18 le Ogle wa reited owceive, JRE]? |? BE otgancatons Ae FIs i E 5 RRR i oR sr Seer 3 an i= £5 SRN TART = oy eS + {DONE REDON oar OEE TES or io} RAT or aa eae i a SS SES or Tay eD TRB oot porn i= a SUT = {ipo CT + eee ae.Form 990 (2013) Page 8 Section A, Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (conenved) « o © © © © Srrentes fee eayioss. | (wa/1099° | oxpaneaton Sianaitens [22] = 91 Bale] “wiser wise) | Gndretated vetow [2218 (8 le (Sg [2 orgartatons ocediney BE | 3 |* [Bg [E ecle| ted a i = ear ie € TetaltromcominatlonshetstoPart VI, secon | i rove todd boc aaa) ee oF i 1 2 Total number of ndividuals (including But not limited fo those listed above) who recewed more than 100,000 af reportable compensation fom the organizationbo 3. Did the organization ist any former officer, director or trustee, key employee, or highest compensated employee online 12? IF "Yes," complete Schedule }for such individual «ss + ee et te et + |g | ves 4 For any inévvidual listed on ine 1a, 1s the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule] for such Individuals eee ee et ee ee ee te ee Lg he 5 Didany person listed online 12 receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule Jfor such person ss + se we + |g ie ‘Section 6. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that recewed mare than $100,000 of ampensation from the organization Report compensation forthe calendar yesr ending wth or mthin the organization’ tax year a. 1} © Name and pees address Desenp 3 savees compertanen 2 _Tetel number of ndependent contractors (including but not hmiked to those listed above) who received more than {$100,000 of compensation fram the organization cere:Form 990 (2013) Page 9 GEER statement of Revenue Check Schedule contains» ceeponse or note to any line wth Part VINE if a @. © o ‘exempt | business | excluced rom fineton | ‘tevenue | tax under ie Federated campaigns > ra 22 eee EE |v memversmpaues. . . . tb 80 GE| c runsratmgevents . . . . te ad E'S | a petaedorgenzauons . . ad FE | © Sovenment gran contunos) — Bo | wane conn yor mt ay ea BB | © teromcomoinom cates mies 3 GE| h rotaadsinesien. 2... ‘ sored e Business Cove 2 | ae rumen mo rees ase oss 125,04 E | > sens ea 7a 7a E\ a el | ¢ Aivoterprogremsernce revenve . Soop ahmed eee rors 3 Investment income (ncluaing vidends, interest andothersimlaremounts) ses sw ss 4 2 4 came tom mesiment tax-exempt bord pocnees || See CoReal Personal 2 Grose cents tb tess rea ree 4 Net rental ncomeor(ess) (secures (omer 72 Sess amount b tee stor Gen ors) a heen orien 82 Gross income from fundraising g events (not meluging $ g or Zontnbutons reported online 1e) é eeParelvtime1@ =» é See Pare, tine 18 i 2 deems 5 | metincome or (oss) rom fundraising events = 9% Gross income rom gaming actwities Seereniviine 1s. b Less diectexpenses . . . € Net income or (los) rom gaming activities > 104 Gross soles of ventory, ess fetume and allowances". b Less cost otgoods sold. .B €_Net income or (oss) fom sales of inventory =e rscellneous Revenue Business Code Tis PRTAX REFUND ons 4 + » 4 Rlotherrevense SS © Total, Add ines 114-114 > A 12 Totalrevenue, See Instructions... so a a J Al eeeForm 990 (2013) EEMIENI statement of Function: Page 10 Expenses. Section SOT(c)(3) and 501(c}4) organzations must complete all columns All other organatons must complete column (Check if Schedule O contains » response or note to any line inthis Park IX. Os pe cde amounts eer on ies ©, royale | ramones] vo 7b, 8b, 9b, and 10b of Part VIII. Total expenses: eae eae ae cae: eee aera:Form 990 (2013) Page at TEESE Balance Sheet ChekstielilnG cones lenec mi wayiminmsrn ce ry @ segiinpotyenr| | end otyear 2 suvingeand temporary ctshuvestmants ss 2 fee mals Tater A ae masa Tex 5 Loans and other receivables from current and former efiers, directors, trustees, key nployeus, and ighest compentated employees Complete Part if of SCheaute 5 6 Loans and otherrecervabes rom other eisqualited persons (as defined under section 4555 (HEL), persons described nection #989{6)(5)(6), ond contnbuting employers and sponsoring organization of section 504 (e}) voluntary employees: Benehcary . Sronnaatons (see instructions) Complete Pareit of Scheele z ‘ Be ee 7 = 8 —_Inventones for sale or use Reese eue rene arreeeaeniea ae 2657] 8 2.931 raped expenses and deferedcherges =i 135 104 Land, budge, and ecuipment cost or other basis Complete | partie schedule 100 b Less accumulated gepreciaton =... ss 10 9 20) a6 oar 11 investments-publicly traded secunttes vv se vee 1 12° Investments—othersecunties See Part V,lne 11. 5 + + = 2 13 investments program-related See Part V, ine 11 3 Ce 14 ie Cacia et aaa) as 138 16 _Totalasets, Add lines 1 through 15 (must equine 34) = = + + + eeu a6 eon 17 Accounts payable and accrued expenses. sv vy are a7 ar 18 Grantspayable 38 ee Taxa) a9 Ta 20° Tacexemptbondinbites 20 ag. [24 escrowor custodial account habiity Complete Part IV of Schedule. 34 & [22 Loans and other payables to current and former oficers, directors, trustees, = Key employees, highest compensated employees, ond disquslined 2 persons Complete Parti ofsScheduleL ss se se we 2 Fi |2s secured morigages and notes payable to unrelated third pares... 2 24 Unsecured notes and loans payable to unrelated third partes. = 24 25 other ‘ibis (niuding federal income tax, payabies to related thd partes, Shu cther abuses not cluded onlines 1-28) Complete Par Xo Schedule . 26__Totalliabiitin Addlinas 17 WroWgh2S ve Tas] 26 rd . “Organizations that follow SFAS 47 (ASC 950), check here [and complete 3 nes 27 through 29, and ines 3 and 34 E a7 unvestneted netassets 6 ee ee seul 27 1.404 ee saan] 28 3000 rr 2 2 COrnizations that do ot follow SFAS 117 (ASC 958), check here F [~ and . Complete ies 30 trough 34 $ [20 capital stock ortrust principal, orcurrent funds... ews Jax paid oreaptal surplus, or and, building r equipment fn at % [32 ratamed earnings, endowment accumulated income, or other nds 3 $ [xs Totainetansetsertndbaances zl a Za = [34 Total labiities and net assets/fund balances asee Pra 162,634] 34 728,041 aera:Form 990 (2013) Page 12 Reconcilliation of Net Assets Check # Schedule O contains a response or note to any line in this Part XI fF 1 Total rovenue (must equal PAR VIM, colin (AY ImE12) 2 Totalexpances (mstaqual PERIK,columm (ALIN ZS) oe ee ee 2 226,779 3 21,950 4. Net assets orfind balance at beginning ofyear(must eal PartX, line 33, column (A)) 4 59 hee 6 Donttedserveasandusectteedtes ‘ 2 8 Phorpenod adstments ® 12s 9 otherchanges in nt assets orfund balances (explain nScheduleO) ©. ve we ° a 10 Net assats or find bolances at end ofyear Combine ines 3 though 9 (must equal Part Xie 33 Sctun (8) 10 22ase [EEEGY Financial Statements and Reporting Ciel sino crmiee meee enrape ne 1 Accounting method used to prepare the Fo 990. [cash FF Accrual other {tthe organation changed te method of accounting fom a paar yenr ov checked “Other” AZT Eeheaule 3 am | ves 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 1F-¥es,’check a box below to indicate whether the financial statements forthe year were compiled or reviewed on a separate basis, consolidated basis, or both F separate basis Consolidated basis” Both consolidated and separate basis b_ Were the organtzation’s financial statements audited by an independent accountant? » No 1F-Yes,’check a box below to indicate whether the financial statements forthe year were audited on a separate basis, consolidates besis, or both F separate basis F Consolidated basis” Both consolidated and separate basis € If*Yes," to line 22 oF 2b, dogs the organization have a committee that assumes responsibility for oversight ofthe| audit, review, or compilation ofits financial statement and selection of an independent eccauntant? 2e | ves Ifthe organrzation changed either its oversight process or selection process dunng the tax year, explain in Schedule 0 3a As a result of federal auard, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular 4-133? 3a No Ey bb 1f"Ve5," did the organtzation undergo the required audit or audits? Ifthe organization didnot undergo the required auditor sucits, explain why in Schedule O and desenbe any steps taken to undergo such audits eee[efile GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93493339003004] SCHEDULE A Public Charity Status and Public Support ome he 285-0087 EFom0or‘#0z}| camte the oaensatn a main Srna ommnenton reconvened) | 9043 scan aaa >» attach to Form 990 or Form 990-E2. b See separate instructions Inspection > Information about Schedule A (Form 990 oF 990-E2) and its instructions is at swuw.irs.gov /form900. Name of the organization Employer Wentification number 26-2930381 MEISE Reason for Public Charity Status (Al organzatons must complete the part.) See nstrucions The orgenzitions note private foundation because tis (Forles 1 through 11, check oly one Bex) 1 [7 Achuren, convention of churches, or association of churches described in section 170(B)(1)(A)(H). 2 [A schoo! described in section 170(b)(1)(A)(H). (Attach Schedule E ) 3 A hospital ora cooperative hospital service organization described in section 170(B)(4)(A)(H)- 4 FA medical research organization operated in conyunction witha hospital described n section 170(b)(1)(A)(H).Enter the hospitals name, city, and state CT 5 [7 Anorganization operated forthe Beneftof college or university owed or operated By a governmental unl Gescnbed Ip section 170(6)(2)(A)( Iv). (Complete Part I) 6 TA tederal, state, or lncat government or governmental unit described in section 170(b)(2)(A)(¥)- 7 F Anerganization that normally receives @ substantial part ofits support from a governmental unt or from the general public Aeseribed n section 170(b)(4)(A) (ui). (Complete Part It) 8 [A community trust described in section 170(b)(4)(A)(ui) (Complete Part I! ) 9 F Anerganzation that normally receives. (1) more than 334/26 of ite support from contributions, membership fees, ond gross receipts from activities related to its exempt functions —subyect to certain exceptions, and (2) no more than 331% of Ite support from gross investment income and unrelated business taxable income (less section $11 tax) from businesses ‘acquired by the organization after June 30, 1975 See section 508(a)(2). (Complete Part I1t ) 10 [7 Anorganization organized and operated exclusively to test for public safety See section S09(a)(4). 11 [ Anorganzation organized and operated exclusively for the beneft of, to perform the functions of, orto carry out the purposes of tne oF more publicly supported organizations desenbed n section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that desenbes the type of supporting organization and complete lines 11e through 11h ‘2 [typel BT Typell eT Typell Functionally tegrated [Type {11 - Non-functionelly integrated eT By checking this box, 1 certify that the organization 1s not controlled cirectly or indirectly by one or more disqualified persons ther than foundation menagers and other thon ane of more publicly supported organizations desenbed in section 509(0)(1) or section 509(a)(2) ' the organization receives @ wntten determination rom the IRS that i 6 @ Type I, Type I, or Type I1T supporting organization check ths box r ° Since August 17, 2006, has the organization accepted any gift or contribution from any of the fotlowng persons? (HA person who directly or indirectly controls, either alone oF together with persons described in (1) Yes | ne and (1) below, the governing body ofthe supported organtzation? ETT) (GW A family member of a person described in (1) above? 11960) (Gi) 8 35% controlled entity of a person described in (1) oF (n) above? oC) b Provide the following information about the supported organization(s) Wramcof | GHEIN | (aType oF rte (@) Did you nou Gis the (wil) Amount oF ‘supported organization | organzation in the organization organization in ‘monetary ‘organization (deserbedon | cot (i) isted in neo! (atyour | col i) organized ‘support lines 1-9 above | your governing support? inthe us? ‘oriRc section |" document? (eee instructions) [Yes Ne Yes ne Yes ne Total Paperwork Reduction Act Notice, see the Instructions fr Form 990 or 99082 ct to 11285 ‘Sehetule A Form 000 oe) 2018‘Schedule A (Form 990 or 990-EZ) 2013 Page 2 WEETIETE Support Schedule for Organizations Described in Sections 170(b)(4)(A)(iv) and 170(b)(4)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part IIT. If the organwzation fails to qualify under the tests listed below, please complete Part IIT.) Section A. Public Support Galendar year (orfisalveat estoy Tw) 2009 | zoo | wes | wo | wz | ree 4. Gifs, grants, contributions, and membership fees received (De not tnelude any "unusual, grants") 2. Tax revenues levied forthe organization's benefit and either paid to orexpended om its behalf 3. The value of services or facies furnished by 9 governmental unit to the organization without charge 4 Total. Add lines 2 through 3 5 The portion of total contnbutions by each person (other than {governmental unit or publicly Supported organization) neluded on line 1 that exceeds 2% of the amount shown online 11, ealumn © 6 Public support. Subtract line 5 from line 4 ‘Section 6, Total Support GStendar year (or Fecalyearboniaiog | ay 2008 | ¢b)2010 | ey20r1 | (@)2012 | ¢ey2013, | (Total 7 Amounts from line 4 & Gross income from interest, dividends, payments received on Secunties loans, rents, royalties And income from similar 9 Net income from unrelated business actives, whether or not the business is regulary carned 10 Other income 08 not include gain for loss from the sla of capital faseete (Explain in Part IV) 11 Total support (Add lines 7 through 10) 12. Gross receipts from related activites, ete (eee instructions) 2 15 Fiat tive years ifthe Form 980 forthe organzatn’ frst, secon, thd fourth, or th tax year as 2 SUT(eV)eTgaNaTION EEE this boxendstophere cs eee eee a ‘Section C. Computation of Public Support Percentage Ta Public eupport percentage for 2013 (ine 6, column (f) divided by line 21, column (fH) ™ 15 Public support percentage for 2012 Schedule A, Part II, ime 14 roy 62 331/3% support test-2013. 1f the organization did nat check the Box on line 13, and line 14 1s 33 wa%e or more, check this Box ‘and stop here. The organization qualifies as 9 publicly supported organization > b 331/296 support test—2012 If the organizttion id not chack a box on line 13 or 16a, and ine 15 1s 33 we ar mare, check this box and stop here. The organization qualifies as a publicly supported organization > 17a 10%efacts-and-circumstances tast—2013. If the organization didnot chack a box on line 13, 16a, or 16b, andline 14 1s 10% or more, andifthe organization meets the Tects-and-circumstences” test, check this box ond stop here. Explain tn Part1V howthe organization mests the “facte-and-circumstances” test Tha organaation qualifies as 3 publicly supported organization a bb 10%-facts-and-circumstances test—2012. Ifthe organization did not check a box online 13, 16a, 166, or 17a, and line 1516 109% or more, and ifthe organization meets the “Taets-and-eircumstances” test, check this Box ond stop here. Explain im Part IV how the organization meets the "acts-and. circumstances” test The organization qualifies a= 8 publicly supported organization ae 48 Private foundation. 11 the organization did nat check a box on line 13, 162, 16b, 172, or 17b, check this box and see instructions Ae eee‘Schedule A (Form 990 or 990-EZ) 2013 Page 3 WEENEMEE Support Schedule for Organizations Described in Section 509(a)(2) (Complete only sf you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part IT.) ‘Section A, Public Support Gatendar vear (or Hezalvear beaioning (ay 2009 [| cw 2010 | (201s | c@20iz | cer2012 | tot! 1 Gifts, grants, contributions, and membership fees received (Do not 1467 nav] rra7] 99,9) 107,950 363835 Include any "unusual grants *) 2 Grose receipts rom admissions, merchandise sald or services performed, or facilites furnished n sae no30| nar 16 125,05 64,008 ny ectty thet is related tothe “ : : : argorizaton's tax-exempt purpose 3 Gross receipts from activites that Businese under section 513 4 Tax revenues levied or the rgorization’s benef and eer patdto or expended on ts benalt 5 Thevalue of services or facies furmshed by a governmental unit to the orgendation wenout cherge © Total. lines 1 through S ae Tas B09 ase Baie Tass 7a Amounts included on lines 1, 2, fand 3 received from disqualiied sas soo} 2 70 23,065 49,292 bb Amounts included on ines 2 and 3 received from other than Gisqualied persons thet exceed 14,605 so,07 24602 the greater of $5,000 oF 1% of the ‘amount online 13 forthe year © Add lines 7a and 75 Saal Tal 7a aa Ta] Tas 8 Public support (Subtract line 7e ee from ine 6 aii Section B. Total Support, ‘Gatendar year (or Fecal year besinniog T (ay 2009 | (o)2010 | (e201 | cay20iz | ¢ey2013 | (Total 9 Amounts from line 6 5 Tea Taal Ta Boal Tas 02 Gross income from interest, dividends, payments received on Secunties loans, rents, royalties sus} sn} a | Fe oa and income from similar b Unrelated business taxable income (less section 511 taxes) from businesses sequired afer une 30,1975 ‘Add ines 10a and 10b Tal sal aI za EI cy 11 Net income from unrelated business setivities not mneluded Inline 108, whether or not the business 16 regulary cared on 12 Otherincome Do not include gain oF loss from the sale of x a Capital assets (Explain in Part wi 43, Total support (Add mes 9, 10¢, 1677 195.01 05 | 20,72] 10.78 ivand1? : 44 First ive years. the Form 990 1s forthe organization's frst, Second, third fourth, or fith tax year as ® SOU(G)S) orpameation, check thia box and stop here or ‘Section C. Computation of Public Support Percentage HS Public support percentage for 2013 (line 8, column (f) vided by ine 13, couuma ) ro 92 160% 16 Public support percentage from 2012 Schedule A, Part I1, line 15 36 ‘Section D. Computation of Investment Income Percentage H7 Investment income percentage for 2013 (ine 10c, columa (f) cvided by line 13, column (7) v7 0060 % 18 Investment income percentage from 2012 Schedule &, Part{11, ine 17, 38 198, 35.13% support tests2013.1f the organization did not check the box online 14, and line 15 ss more than 33 1%, end ne 17 18 RoE ‘more than 33 17%, check this box end stop here. The organization qualifies as 2 publicly supported organtzation oe b 331/396 support test=—2012. 11 the organization did not check @ box on line 14 of line 19a, ana line 18 is more than 33 x and line 18 's not more than 33 1%, check this box and stop here. The organization qualifies as a publicly supported organization > 20 Private foundation. ifthe organization dis not check @ box on line 14, 198, oF 29b, cheek this box and see instructions > eee‘Schedule A (Form 990 or 990-EZ) 2013 Page 4 WEEMIEWME Supplemental Information. Provide the explanations required by Parti, line 10; Part Il, line i7a or 17d; and Part III, line 12. Also complete this part for any additional information. (See instructions) Facts And Circumstances Test Return Refer Explanation “Schedule A (Form 990 or 990-EZ) 2013,[efile GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93493339003004] SCHEDULED Supplemental Financial Statements Jove Ne -8es-0087 {Form 80) > compet if the organization answered "Ye"to Form $80 2013 pan Wrtine 89,8 9,10 ty ef, ty i ano 1b oan > attach to Form 990. > See separate instructions. > Information about Schedule D (Form 990) and its instructions is at wwrw.irs.gov/form990. cee ‘Name of the organization Employer Wentification number Int Revere See 2622080381 IESE organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts, Complete the organization answered "Yes" to Form 990, Part IV, ine 6 (a) Donor aavsed nds Fan ad ata OE ‘Total number at end of year Aggregate contributions te (during year) Aggregate grants from (during year) Aggregate value at end of year id the organization inform all donors and donor advisors in writing that the assets held in donor advisea funds are the organization's property, subject to the organization's exclusive legal control? ves [Ne 6 _Didthe organization inform al grantees, donors, and donor advisors in wnting that grant funds can be ‘sed only for charitable purposes and not for the benefit of the donor ar donor advisor of for any other purpose conferring impermssibia povate benefit? Yes [Ne [EEMIEEE_ conservation easements. Complete i he organization answered "Ves" to Form 950, Part lv, Iie 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) TT Preservation ofland for public use (e.g ,recreation or education) [Preservation of an historically important land area T Protection of natural habitat I Preservation ofa certified histone structure T Preservation of open space 2 Complete lines 2a through 24 ifthe organization held a qualified conservation contribution inthe form of a conservation easement on the last day ofthe tax year Held at the End of the Year ‘8 Total number of conservation easements 2 bb Total acreage restncted by conservation easements 2b € Number of conservation easements on a certified histone structure included in (a) 2e 4 Number of conservation easements included in(c) acquired after 8/17/06, and not on 2 histone structure listed n the National Register 2s 3 Number of conservation easements modified, transferred, released, extinguishes, or terminated by the orgenization during the tax year 4 Number of states where property subject to conservation easement is located P. 5 Does the organization have a wntten policy regarding the periodic mentoring, inspection, handling of violations, and enforcement ofthe conservation easements it holds? yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, nspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4X8)) land section 170(n)¢4(8)n)? ves PNe 9 In PartxI1T, desenbe how the organization reports conservation easements Init revenue and expense statement, and balance sheet, and include, # applicable, the text ofthe footnote to the organization’ financial statements that describes the organization’ accounting for conservation easements EEMEH Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets, Complete if the organization answered "Yes" to Form 990, Part IV, line 8. ali the organization elected, os permitted under SFAS 116 (ASC 955), not to report in its revenue statement and balonce sheet works of art, histonal treasures, or other simular assets held for public exhibition, education, or research in furtherance of public Service, provide, in Part XIU, the text af the footnote to its financial statements that describes these fems bb_ Ifthe organization elected, as permitted under SFAS 116 (ASC 958), to report mits revenue statement and balance sheet works of art historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public Service, provide the following amounts relating to these items (O Revenues included in Form 990, Part VILL, line 2 > (W assets included in Form 990, Par x > 2. Ifthe organization received or held works of art, historical treasures, or other similar assets fo nancial gain, provide the follovang amounts required to be reported under SFAS 116 (ASC 958) relating to these items, Revenues includes in Form 990, Part VILL, hne 2 me Assets included in Form 990, Part x ms neta ns cen esse aE sna ESSE Generar teem en RRSchedule 0 (Form 990) 2013 Page 2 ‘3. Using the orgenizetion’s acquisition, accession, and other records, check any of the following that are # significant use of ts collection tems (check all tnat apply) © T Public exhibition 4 F Loan or exchange programs. b Scholarly research e F otner ¢ Preservation for future generations 4 Provide a description ofthe organization's collections and explain how they further the organization's exempt purpose in Port XIE 5 During the year, did the organization solicit or receive donations of art historical treasures or other similar fassete to be sold to raise funds rather than to be maintained as part ofthe organization's collection” Tyee Tne EEMEMT Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part 1V, line 9, oF reported an amount on Form 990, Part X, line 21. 4 Te the organization an agent, trustee, custodian ar ther intermediary for contributions or ether assete not ‘included on Form 990, Part x? ves Ne b_ 1f*Yes," explain the arrangement n Part XI11 and complete the following table “Kmount Beginning balance Adaitions during the year Distnbutions during the year Ending balance Did the organization include an amount on Form 990, Part X, ine 217 ves PNe eB aw ae If "Yes," explain the arrangement in Part XIII_Check here ifthe explanation has been provided in Part XIII. ws ss a: Endowment Funds, Complete ithe organization answered "Yes" to Form 990, Part IV_ine 10 {Yar yer | —(o)Pror year lwo years bk] (Tes Fens bck | (Fou Vana Bak ta Beginning of year balance 1b Contnbutions. Net investment earings, gains, and losses Grants or scholarships Other expenditures for facilities and programs. £ Administrative expenses 9 End of year balance 2 Provide the estimated percentage of the current year end balance (line 19, column (@)) held 8s Boerd designated or quasi-endowment Permanent endownent © Temporaniy restricted endowment ® The percentages in lines 22, 2b, and 2e should equal 100% 3a Are there endowment funds not in the possession ofthe organization that are held and administered forthe organization by Yes | Ne. Glussisel gamers aa {Gi related organizations fee ee . . Bai b_ If*¥es" to Sali), are the related organizations listed as required.on Schedule R? . ss ss ss | 3b) 4 _Describe mn Part XIII the intended uses of the organization's endowment funds EEREWT Land, Buildings, and Equipment. Complete the organzation answered Yes to Form 980, Part IV, line iia. See Form 990, Part X, line 10. Description af property a) Con och [oyCoat ovate] fe) Reamusted fa) Book valor ose mvestment) |"base ther) | “deprecation te land b Buildings: € Leasehold improvements 4 Equipment 1 3 a © other lee ee eee Total, Add ines Ia trough Te (Column (a) must qual Far 990, Pat, column (B) Ime iO(e)) vv a eaeSchedule 0 (Form 990) 2012 Page 3 DEWEWH Investments—Other Securities, Complete ithe organzation answered Yes'to Form 990, Par IV, line 1b. See form 990, Part X, ime 12 {a} Desenption of ecumty or category including name of secunty) (oyseak value (@ Method of valuation Cost or end-of-year market value (Financial denvatives (2)Clasely-held equty interests ‘other “oat (Cons (nat egua For $00, Pa ol (2) EEREYt Investments—Program Related. complete if the organization answered ‘Yes to Form 990, Part Iv, Ine 1c. See Form 990, Part X, line 13. (a) Description of investment (Book value (© Method of valuation Cost or end-of-year market value x cou) teu Fam 950 Fu at) ne 3) (2) Description (H) Book value. (WEBSITE NET OF ACC AMORT 1,069 “otat. (Column (b) must aaual Form 990, Part X co\{8) line 15.) a FETT ‘Other Liabi ‘Complete if the organization answered Yes’ to Form 990, Partlv, lime aie or 11 Form 990, Part X, line 25. i (@) Description of ability (Beak value Federal income taxes “onat (Courna (rat equal Farm 900, Pa o1(6) te 25) 2 Liabity for uncertain tax postions Tn Pare XIII, provide the text of the footnote tothe organization's financial statements that reports the organization's ability for uncereain tax positions under FIN 48 (RSC 740) Check here ifthe text ofthe footnote has been provided in Pare Xi11 c ge arrneenpssnnnnna genie‘Schedule D (Form 990) 2013 Page TEEEEGE Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete iF the organization answered 'Yes' to Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited fnancial statements. . == + z 2 Amounts neluded on ine 1 but not on Form 990, Part VIII, line 12 2 Net unrealized gains on investments 2a b Donated services and use offciities 2b © Recovenes of pnoryeargrants - . - . 2 +. 2 7. + [ae 4 other (Desenbe mn Part XIII ) 2a © Adétines Zathrough2d ee 20 Sorel emninet 3 4 Amounts ncludeg on Form 990, Part VIII, line £2, but not on line 4 2 Investment expenses not included on Form 990, Part VINT line 7b 4a Other (Desenbe in Part XIII ) 40 Riise ars ae 5 Total avenue Add lines 3 and de. (This must equal Form 990, Part, ine 12 } 5 EEE Reconciliation of Expenses per Audited Financial Statements With Expenses per Return, Complete ifthe organzation answered ‘Yes' to Form 990, Part IV, line 12a T Total expenses end losses per audited financial statements. ss. + sys ss 2 2 Amounts included on linet but not on Form 990, PartIX, line 25 @ Donated services and use of facilities 2a b Proryear adjustments Ey fe Ouariense eee [ae 4 other (Desenbe m Part XII) 2d fe) Aed ines Groh i ee | os eC 4 Amounts included on Form 990, Part IX, line 25, but not online 4 2 Investment expenses not included on Form 990, Part VIN, ine 7b 4a bother (Desenbe m Part xI11 ) 4 c Addie midds eee 5 Total expenses Add lines Sand 4c. (This must equal Form 930, PartI,line18) =. tiles ‘Supplemental Information Provide the descriptions required for Part I, mes 3,5, and, Part ITT, lines 18 and 4, Part IV, ines 1 and 2b, Party, line 4, Pare, line 2, Pare XI, ines 24 and 4b, and Pavt XII, lines 2¢ and 4b Also complete this part to provide any adeitional Information Return Reference Explanation eee aeSchedule D (Form 990) 2013 Page 5 2 ‘Supplemental Information (continued) Return Reference Explanation ‘Schedule D (Form 990) 2013jefile GRAPHIC ‘Schedule I (Form 990) print - DO NOT PROCESS _J As Filed Data - DLN: 93493339003004 TOMBNo 1545-0047 2013 Grants and Other Assistance to Organizations, Governments and Individuals in the United States Complete if the organization answered "Yes," to Form 990, Part IV, line 21 022. Priattach to Form 990, Es Internat Revenue Service > Information about Schedule I (Form 990) and its instructions is at www.irs.2ev/form990. cere LEADERSHIP SOUTHERN MARYLAND INC ‘General Information on Grants and Assistance 1 Does te ganization maintain cords to substantiate the amount ofthe grants or assistance the partes’ elbity forthe grants or assistance, and the selection enitena used to avard the grants or assistance? . = 2_Describe in Part IV the organization's procedures for monitonng the use of grant funds in the United States [EEEIEDY Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organation answered "Ves" to Form 990, Part IV, line 21, for any recipient that received more than $5,000, Part II can be duplicated if additional space 1s needed. Fes Tne (@) Name and address of (open (IRC Code] (a) Amount ofeash | (e)Amount ofnon- | _(F) Method of | (@) Descnption of | (h) Purpose af grant orgenization section srant e0sh veluation” |non-cash essistence| or assistence or government vf applicable assistance (book, FMV, 2 ae i ae Enter total number of section 501 (c)(3) and government organizations listed inthe ine t table - > 3__Entertotal number of other organzations listed inthe linet table « aid ‘For Paperwork Reduction Act Noticg 08 the Instructions fr Form 990. Cat he 008s ‘Schedule I (Form 980) 2013Schedule I (Form 990) 2013, Page 2 Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part IIT can be duplicated if additional space 1s needed. (a)Type of grant or assistance (eynumber of (Amount of (Amount of fe)Method of valuation (book] _(F)Deseription of non-cash assistance recipients feaengrant | nonveash assistance | FMV, appraisal, ther) (1) SCHOLARSHIPS FOR PARTICIPANTS ine 2, Part ii, column (0), and any other additional mformaton. Supplemental Information, Provde the mformaton reaured nm Part Return Reference Explanation LEADERSHIP DEVELOPMENT PROGRAM QUALIFIED APPLICANTS FROM SOUTHERN MARYLAND BUSINESSES, NONPROFIT loRGaNtzATIONS, EDUCATION, AND THE PUBLIC SECTOR APPLY, ARE INTERVIEWED, AND ARE SELECTED TO PARTICIPATE IN THE 9. MONTH PROGRAM THEY ARE CHOSEN BASED ON THEIR POSITION WITHIN THEIR ORGANIZATION, THEIR PAST COMMUNITY SERVICE, [ano THEIR COMMITMENT TO THE PROGRAM SCHOLARSHIPS ARE AWARDED TO SELECTED PARTICIPANTS FROM NONPROFIT lORGANIZATIONS, SHALL BUSINESSES, EDUCATION, AND/OR THE PUBLIC SECTOR LEAD PROGRAM FOR STUDENTS SCHOLARSHIPS ARE |AwaRDED TO APPLICANTS BASED ON NEED, DESIRE TO FULLY PARTICIPATE, AND POTENTIAL TO BENEFIT FROM THE PROGRAM BASED JON RECOMMENDATIONS FROM INTERESTED PARTIES ALL SCHOLARSHIPS ARE AWARDED IN THE FORM OF TUITION REDUCTION RATHER [THAN CASH, SO NO MONITORING OF AWARD USE IS NECESSARY Wonitonng procedures (Part, line 2) Schedule T (For 990) 2013[As Filed Data — J ‘Schedule J Compensation Information JomB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest ‘Compensated Employees > complete ifthe organization answered "Yes" to Form 990, Part IV; line 23. > Attach to Form 990. » See soparate instructions. Information about Schedule I (Form 990) and its instructions ls at worw.Jrs.gov/form990. Name ofthe organization Employer identification number noma Revere Souce OT peer 26-2999361 ‘Questions Regarding Compensation Yes | No 4a Check the appropiate box(es) ifthe organization provided any of the following to or for a person listed in Form 990, Pare VII, Section A, line 18 Complete Part III te provide any relevant information regarding these items TT First-class or charter travel TT Housing allowance or residence for personal use [7 Travel for companions TT Payments for business use of personal residence TT Tax idemniication and gross-up payments TT Health or sacral club dues or initiation fees F iscretionary spending account I Personal services (e g , maid, chauffeur, chef) 1b Ifany ofthe boxes inline 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision ofall ofthe expenses described above? If No,” complete Part III to explain Pera 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all airectors, trustees, offeers, including the CEO /Executive Director, regarding the Items checked i ine 187 2 [ves 3. Indicate which, fany, ofthe following the filing organization used to establish the compensation ofthe organiastion's CEO /Executive Director Check al that apply Oo net check any boxes for methods Used by 2 related organvaation to establish compensation of the CEO Executive Director, but explain in Part I11 T Compensation committee TT wntten employment contract TT Iadependent compensation consultent TT Compensation survey or study Ferm 980 of other organizations FF Approval by the board or compensation committee 4 During the year, did any person listed in Form 980, Part VII, Section A, line 19 with respect tothe filing organization ora related organization 2 Recewe a severance payment or change-of-control payment? 4a No bb Participate in, or receive payment from, 8 supplemental nonqualiied retirement plan? ay No ¢ Participate in, oF receive payment from, an equity-based compensation arrangement? 4 Ne If"¥e5" to any fines 4a-c, list the persons and provide the applicable amounts for each tem in Part IIT Only 501(<)(3) and 501(€)(4) organizations only must complete lines 5- 5 For persons listed in Form 990, Part VII, Section A, line La, did the organization pay or accrue any compensation contingent on the revenues of 8 The organizetion? 5a No b Any related organization? 3b Ne 1f¥es," to line 52 oF 5b, describe n Part 111 6 For persons listed in Form 980, Part VII, Section A, line 1a, did the organtzation pay or accrue any compensation contingent on the net earnings of The organization? 6a No Any related organization? 7 5 1f*¥es," te line 69 oF 6, describe in Part I11 7 For persons listed in Form 990, Part VII, Section A, line 12, did the organization provide any non-fxed payments not described im lines 5 and 6° If"Yes,” desenbe m Part 111 z No ‘8 Were any amounts reported in Form 990, Part VIE, paid or accured pursuant to a contract that was Subject to the nitial contract exception described in Regulations section 53 4958-4(a)(3)? If "Yes," describe In Part IIT 8 No 9 If°¥es" to ne 8, did the organization also follow the rebuttable presumption procedure described in Regulations section $3 4958-6(c)? 2 Spee eee aa Sencar essere eer ee eee‘Schedule 1 (Form 990) 2013, Page2 [EEMEHE_ Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplcate copes adduonal space = needed, For each individual whose compensation must be reported n Schedule J, report compensation from the organization on row () and from related organizations, described in the instructions, on row (i) De nat list any individuals that are nt listed on Form 990, Part WIT Note. The sim of columns (8)()-(i) for each hsted indivicual must equal the total amount of Form 990, Part VIL, Section A, line 12, applicable column (O) and (E) amounts for that individual (A) Name ond Title (KAREN HOLCOMB (B) Sreeksown of W-2 and/or 1099-MISC compensation @ be (i) Bonus (©) Retirement and other deferred compensation (0) Nontaxable benefits ce) Total of columns] Information about Schedule 0 (Form 990 or 990-€Z) and its instructions is at [efile GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93493339003004] fone Ne 1545-0087 Supplemental Information to Form 990 or 990-EZ 201 3 ‘Complate to provide information for responses to specific questions on Form 990 or to provide any additional information or Attach to Form 990 or 990-E2, Inspection ‘www irs gov/Form990, Name ofthe organization Employer Wentification number 990 Schedule 0, Supplemental Information Return Reference Explanation Form 990 governing body review Part Vilne 11 Confict of terest poly complance Part Vine 120 MENEERS OF THE BOARD OF DRECTORS AND EMPLOYEES ARE REQURED TO REVEW AND SGN THEORGANZATIONS CONFLKT OF NTEREST POLICY ANNUALLY (CED execute director top management comp Pat VI ine 15a THE EXECUTIVE DRECTORS COVPENSATION S SET FOR THE UPCOMING YEAR AS PART OF THE BUOGETP ROCESS THE FNANCE COMMITTEE RECOMMENDS THE AMOUNT WHICH IS SUBJECT TO AFPROVAL BY THEFU, LL BOARD OF DIRECTORS. Governing documents etc avaiable to pubic Part Viine 19 “THE ORGANZATION WIL FURNSH GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURN SS, AND STATE CHARITABLE ORGANZA TION RENEWAL DOCUMENTS UPON WRITTEN REQUEST List of other fees for services expenses Part X ine 11g WEBSITE DEVELOPMENT & COMMLNICATIONS $18,073LEAD WORKSHOP STAFF 40,027FACLITATOR 3,700SPE AKER 1 S00TOTAL CONTRACTORS, PART I, LINE11G $93,540