efile GRAPHIC

Form990

rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No lung 1545-0047

Return of Organization Exempt From Income Tax
Under section Department oftheTreasury Internal Revenue ervice S A For the 2009 ~The organization year may have to use a copy beginning 01-01-2009 of this return to satisfy 12-31-2009 state reporting requirements 501(c), 527, or 4947(a)( 1) of the Internal Revenue benefit trust or private foundation) Code (except black

2009
Open to Public Inspection
number

calendar

, or

tax year

and ending

B Check If applicable I I I I I I Address change Name change Initial return Termmated Amended return Application pending

Please use IRS label or print or type. See Specific Instructions.

C Name of organization CITIZENSALLIANCEFOR BETIER NEIGHBORHOODS DOing BusinessAs

D Employer identification 23-2973751 E Telephone number

Numberand street (or PO box If mall ISnot delivered to street address) Room/suite 1137 WHARTONSTREET City or town, state or country, and ZIP + 4 PHILADELPHIA, A 19147 P

I

(215)

551- 5111

G Gross receipts $ 327,286

F Name and address of principal officer MEGGETT CONSULTING LLC 2101 BRANDYWINE ST STE 200 PHILA,PA 19130

H(a)

Is this a group affiliates? Are all affiliates If"No," attach

return

for IYes

PI Yes

No I No

H(b) 1527

included? a list number ~

I J

Tax-exempt status Website: ~

P-

(see Instructions)

501(c) ( 3)

"'II1II

(Insert no )

I

4947(a)(1) or

H(c)

Group exemption

www c itrze ns a lh anc e us

K Form of organization • :.Fi•• 1

P- Corporation I

Trust I

ASSOCiation I

Other ~

L Year of formation

1991

M State of legal domicile PA

Summary
Briefly describe the organization's mission or most significant activities Citizens Alliance IS a PA nonprofit charitable organization formed to promote community Vitality In a neighborhood of South Philadelphia, Pennsylvania public health, safety, education, welfare and

... ,..
Q

~ 0 is
>6

<is ,..

2 3 4 5 6 7a b

Check Number N umber Total Total

this

box ~

If the organization members

discontinued

ItS operations line la)

or disposed

of more than 25%

of ItS net assets 3 9 9 14 0 0

of voting

of the governing members

body (Part VI,

~
-l>

of Independent

voting

of the governing

body (Part VI,

line 1 b)

4 5 6 7a 7b Prior Year Current 1,250 277 ,999 278,000 11,208 33,604 322,812 250 0 Year 0

~ ~

number number

of employees of volunteers

(Part V, line 2a) (estimate If necessary)

Tota I g ros s unre lated Net unrelated

bus rne s s reve nue from Part V II I, col umn (C), II ne 12 Income from Form 990-T, line 34

bus me s s taxable

8
(])

Contributions

and grants

(Part VIII,

line lh)

=c
(])

9 10 11 12 13 14

Pro g ra m s e rv Ice re v e n ue (P a rt V II I, II ne 2 g) Investment Other Total 12) Grants Benefits Salaries, 10) Income (Part VIII, column (A), lines 3,4, and 7d )

::0-

Q;:

'1.

1,166 -51,325 229,090

revenue

(P art V I II, lines

column 8 through

(A), lines 11 (must

5, 6 d , 8c, 9 c , 10 c , and 11 e) equal Part VIII, (A), lines (A), line 4) (Part IX, column (A), lines 5column 1-3 ) (A), line

revenue-add and Similar

amounts

paid (Part (Part

IX, column IX, column benefits

14,800

paid to or for members other compensation,

*
'"
a; ~

15 16a b 17 18 19

employee

591,704 fundrais mq fees (Part IX, column (A), line lle)

318,895 0

,-

Professional

Total fundraisrnq expenses (Part IX, column (D), line 25) ~O Other Total expenses expenses (Part IX, column 13-17 (A), lines (must lla-lld, llf-24f) (A), line 25) 1,389,872 1,996,376 -1,767,286 Beginning of Current Year 16,149,291 55,454 line 21 from line 20 16,093,837 1,568,302 1,887,447 -1,564,635 End of Year 15,440,605 1,055,247 14,385,358

Add lines

equal

Part IX, column

Revenue

less expenses

Subtract

line 18 from line 12

~~ q_.<'I: ~~

3~
20 21 Total Total assets liabilities (Part X, line 16) X, line 26) Subtract (Part

zL2

ct:'g

.:.F-T1

i.'.

22

Net assets

or fund balances

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 IStrue, correct, and complete Declaration of preparer (other than officer) ISbased on all mformation of which preparer has any knowledge

Sign Here

~ ~

Signature of officer MK MEGGETI MEGGETI CONSULTINGLLC ACTING EXECUTNEDIRECTOR Type or print name and title
~

******

12010-11-13 Date

Paid Preparer's Use Only

signature

Preparer's

M KHAUL MEGGETI CPA

Date 2010-11-13

Check If selfempolyed

.p

Preparer's idennfvmq number (see Instructions)

Firm's name (or yours ~ MEGGETI CONSULTING If self-employed), address, and ZIP + 4 2101 BRANDYWINE STREET200 PHILADELPHIA, A 19130 P

EIN • Phone no


IYes INo Form 990 2009

May the IRS diSCUSS this

return

with the preparer

shown

above?

(see Instructions)

For Privac

Act

and Pa erwork

Reduction

Act

Notice

see the se arate

instructions.

Cat

No

11282Y

Form 990

(2009)

Page

lilMiUi
1 Citizens Briefly

2

Statement
describe

of Program Service Accomplishments
mission charitable

the organization's

Alliance

IS a PA nonprofit

2

Did the organization the prior Form 990 If "Yes," describe

undertake or 990-EZ? these

any significant

program 0

services

durrnq

the year

which

were

not listed

on

I" Yes P- No
P- Yes I" No

new services conducting,

on Schedule or make 0

3

Did the organization s e rv ICes? If "Yes," describe

cease these

significant

changes

In how It conducts,

any program

changes

on Schedule

4

Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section SOl(c)(3) and SOl(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants allocations to others, the total expenses, and revenue, If any, for each program service reported (Code ) (Expenses $ 250 mclud rnq grants of $ 250 ) (Revenue $

and

4a

SEE PAGE2 PART III ATTACHMENT

4b

(Code

) (Expenses $

606,492

Including grants of $

) (Revenue $

SEE PAGE2 PART III ATTACHMENT

4c

(Code

) (Expenses $

Including grants of $

) (Revenue $

SEE PAGE2 PART III ATTACHMENT

4d

Other

program

services

(Describe

In Schedule Including

0) grants of $ ) (Revenue

(Expenses

$

$

4e

Total program service expensese-s

606,742 Form 990 (2009)

Form 990

(2009)

Page

3

.~.".
1 2 3 4 5 6

Checklist of Required Schedules
Yes Is the organization described complete Schedule A Is the organization required In section to complete 501(c)(3) Schedule or4947(a)(1) B, Schedule (other than a private foundation)? If "Yes," 1 of Contributors? activities on behalf of or In opposition to 2 3 4 5 Yes No No No No

Did the organization engage candidates for public office? Section Part I I 501(c)(3)

In direct or Indirect political campaign If "Yes,"complete Schedule C, Part I Did the organization engage

organizations.

In lobbv mq activities?

If "Yes," complete Schedule C, to the section 6033(e)

Section 501(c)(4), 501(c)(5), and 501(c)(6) notice and reporting requirement and proxy

organizations. Is the organization subject tax? If "Yes,"complete Schedule C, Part III

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or Investment of amounts In such funds or accounts? If "Yes," complete Schedule 0, Part I 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 0, Part II Did the organization maintain complete Schedule 0, Part II I collections of works of art, historical treasures, or other similar assets? If "Yes,"

6 7 8

No No No

7 8 9

Did the organization report an amount In Part X, line 21, serve as a custodian provide credit counseling, debt management, credit repair, or debt negotiation complete Schedule 0, Part IV Did the organization, directly or through a related organization, endowments? If "Yes," complete Schedule 0, Part V Is the organization's answer to any of the following Parts VI, VII, VIII, IX, or X as applicable . .. Did the organization Schedule 0, Part VI. report an amount questions hold assets "Yes"?

for amounts not listed services? If "Yes,"

In Part X, or 9 No No

10 11

In term,

permanent,or

quas r-

10

If so,complete Schedule 0, 11 In Part X, Ilne10? If "Yes," complete IS 5% or more of IS 5% or more of assets

Yes

for land, b uild mqs , and equipment

.. Did the organization report an amount for Investments-other ItS total assets reported In Part X, line 16? If "Yes,"complete

s e c urttre s In Part X, line 12 that Schedule 0, Part VII.

.. Did the organization report an amount for Investments-program related In Part X, line 13 that ItS total assets reported In Part X, line 16? If "Yes,"complete Schedule 0, Part VIII. .. Did the organization report an amount for other assets In Part X, line 15 that re ported In Part X, II ne 16? If "Yes," complete Schedule 0, Part IX . .. Did the orga ruzation

IS 5% or more of ItS total

re port a n a mount for othe r ha b ihtre s In Part X, line 25? If "Yes," complete Schedule 0, Part X.

.. 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? If "Yes," complete Schedule 0, Part X. 12 Did the organization obtain separate, Schedule 0, Parts XI, XII, and XII I Included Independent audited financial audited statements financial for the tax year? If "Yes,"complete 12 statements for the tax year? Yes No No

12A Was the organization

In consolidated,

Independent

r-,-~----r----T-----

If "Yes," completing Schedule 0, Parts XI, XII, and XI II 13 14a b 15 16 17 18 19 20 Is the organization Did the organization a school maintain described an office, In section employees,

IS

optional If "Yes, "complete Schedule E of the United States?

I12A Yes
13 14a 14b or assistance grants to any 15 or assistance on on Part 18 from gaming activities on Part VIII, line 9a? If 19 20 Form 990 to 16 fundrars mq services 17 No No No No No No

170(b)(1)(A)(II)? or agents

outside

Did the organization have aggregate revenues or expenses of more than $10,000 service activities outside the United States? If "Yes," completeScheduleF, Part I

from qrantrnakmq,

fund raising, business, and program

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants organization or entity located outside the US? If "Yes," complete Schedule F, Part II Did the organization mdrvrduals located report outside on Part IX, column (A), line 3, more than $5,000 the US? If "Yes," complete Schedule F, Part III

of aggregate

Did the organization report a total of more than $15,000, of expenses for professional Part I X, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I Did the organization report more than $15,000 total of fundrars V II I, lines 1 c and 8 a? If "Yes," complete Schedule G, Part II Did the organization report more than $15,000 "Yes," complete Schedule G, Part II I Did the organization operate of gross Income mq event gross Income

and contributions

No No No 2009)

one or more hospitals?

If "Yes,"complete

Schedule H

Form 990

(2009)

Page

4

.~.".
21 22
23

Checklist of Required Schedules (continued)
Did the organization report more than $5,000 of grants and other assistance to governments the United States on Part IX, column (A), line 1? If "Yes, " complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants and other assistance on Part I X, column (A), line 2? If "Yes," complete Schedule I, Parts I and II I to Individuals and organizations In the United States In

21 22

No

No No

Did the organization answer "Yes" to Part VII, Section A, questions 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] 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 questions 24b-24d and complete Schedule K. If "No," go to line 25 Did the organization Invest any proceeds of tax-exempt account bonds beyond a temporary escrow period exception? the year

23

24a

24a 24b 24c

No

b c d 25a b

Did the organization maintain an escrow to defease any tax-exempt bonds? Did the organization

other than a refunding for bonds outstanding

at any time durrnq

act as an "on behalf of" Issuer

at any time durrnq In an excess

the year? transaction with

24d 25a If or 26 No 25b Yes No

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage a dis q ua lrfre d pe rs on durrnq the yea r? If "Yes," complete Schedule L, Part I

benefit

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? "Yes," complete Schedule L, Part I Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, disqualified person outstanding as of the end of the organization's tax year? If "Yes, "complete Schedule L, Part I I

26

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an Individual? If "Yes," complete Schedule L, Part II I Was the organization a party to a business Instructions for applicable filing thresholds, transaction conditions, with one of the following and exceptions) If "Yes,"complete parties? (see Schedule L, Part IV

27

No

28

a

A current IV

or former

officer,

director,

trustee,

or key employee?

Schedule L, Part 28a No No No No No No No No Yes Yes Yes No Yes Form 990 2009

b

A family member of a current complete Schedule L, Part IV

or former

officer,

director,

trustee,

or key employee?

If "Yes," 28b (or a family 28c 29 30

cAn entity of which a current or former officer, director, trustee, or key employee of the organization member) was an officer, director, trustee, or owner? If "Yes,"complete Schedule L, Part IV 29 30 31 32 33 34 35 36 37 38 Did the organization receive more than $25,000 In non-cash contributions? treasures,

If "Yes, "complete Schedule M similar assets, or qualified

Did the organization receive conservation contributions? Did the organization Part I Did the organization Schedule N, Part II Did the organization sections 3017701-2 Was the organization and V, line 1 liquidate,

contributions of art, historical If "Yes,"complete Schedule M terminate, or dissolve

or other

and cease

operations?

If "Yes," complete Schedule N, 31 of ItS net assets? If "Yes," complete 32

sell, exchange,

dispose

of, or transfer

more than 25%

own 100% of an entity disregarded as separate from the organization and 3017701-3? If"Yes,"completeScheduleR,PartI related to any tax-exempt a controlled entity or taxable within entity? If "Yes,"complete of section

under Regulations 33 IV, 34

Schedule R, Parts II, III, If "Yes,"complete

Is any related organization Schedule R, Part V, line 2

the meaning

512(b)(13)?

35 to an exempt non-charitable related 36 37 38

Section 501(c)(3) organizations. Did the organization make any transfers organization? If "Yes," complete Schedule R, Part V, line 2

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 VI Did the organization Note. A II Form 990 complete Schedule 0 and provide explanations file rs are req UIred to complete S c hed ule 0 In Schedule 0 for Part VI, lines 11 and 19?

.:l";H.'.
Form 990 la b

(2009)

Page

5

Statements

Regarding Other IRS Filings and Tax Compliance
Yes No

Enterthe number of U.S. Information

reported In Box 3 of Form 1096,AnnualSummaryandTransmlttal Returns. Enter -0- If not applicable la 11

Enter the number

of Forms

W-2G

Included

In line 1a Enter -0- If not applicable rules for reportable payments

lb to vendors and reportable

o
lc Yes

c
2a

Did the organization comply gaming (gambling) winnings

with backup withholding to prize winners?

Enter the number of employees Statements filed for the calendar return b

reported on Form W-3, Transmittal of Wage and Tax year ending with or within the year covered by this 2a file all required federal employment tax returns? you may be required to e-flle this return (see 14 2b Yes

If at least one IS reported on line 2a, did the organization Note: If the sum of lines 1a and 2a IS greater than 250, Instructions) Did the organization return? have unrelated business for this gross

3a b 4a

Income

of$l,OOO

or more durrnq
In

the year covered

by this 3a No 3b

If "Yes,"

has It filed a Form 990-T

year?

If "No," provide an explanation

Schedule 0

At any time durmq 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, s e c untre s account, or other financial account)? b If"Yes," enter the name of the foreign country ~ See the Instructions for exceptions and filing requirements Financial Accounts Was the organization Did any taxable party a party notify to a prohibited the organization tax shelter that I for Form TD F 90-22 at any time 1, Report durrnq of Foreign Bank and

4a

No

Sa b

transaction

the tax year? transaction? Regarding

Sa Sb Sc

No No

It was or IS a party

to a prohibited

tax shelter

c
6a b 7

If "Yes" to line Sa or 5b, did the organization Prohibited Tax Shelter Transaction?

file Form 8886-T,

Disclosure greater

by Tax-Exempt than $100,000, that

Entity

Does the organization have annual gross receipts that are normally organization solicit any contributions that were not tax deductible? If "Yes," did the organization were not tax deductible? Include with every solicitation

and did the or gifts

r---+---r----6a No

an express

statement

such contributions

Organizations that may receive deductible contributions under section 170(c).

r---+---r----and partly for goods and 7a 7b It was required to 7c No f----+---f-----on a personal contract? No

6b

a
b

Did the organization receive a payment services provided to the payor? If "Yes," did the organization notify

In excess

of$75

made partly of the goods of tangible the year directly

as a contribution or services personal

the donor

of the value dispose

provided? for which • • 7d

c
d e f g h 8

Did the organization file Form 8282? If "Yes," Indicate

sell, exchange,

or otherwise 8282 receive

property •

the number

of Forms

filed durmq any funds,

I
or Indirectly,

I

Did the organization, benefit contract? Did the organization, For all contributions For contributions re qUI re d?

durrnq the year, durrnq the year,

to pay premiums benefit

pay premiums, property, and other

directly

or Indirectly,

on a personal file Form 8899

~--+----+----7f No 7g

7e

No

of qualified of cars, boats,

Intellectual airplanes,

did the organization vehicles,

as required? as

did the organization

file a Form 1098-C

7h

Sponsoring organizations maintaining donor advised funds and section S09(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 durrnq the year? Sponsoring organizations maintaining donor advised funds.

8

No

9

a
b 10

Did the organization Did the organization Section SOl(c)(7) Initiation

make any taxable make a distribution organizations. Enter contributions on Form 990,

distributions to a donor,

under section donor advisor,

4966? or related person?

9a 9b

No No

a
b 11

fees and capital Included

Included Part VIII,

on Part VIII,

line 12 use of club

I lOa
lOb

I

Gross receipts, facilities

line 12, for public

Section SOl(c)(12) Gross Income

organizations. Enter or shareholders (Do not net amounts from them) due or paid to other sources

a
b

from members

Gross Income from other sources against amounts due or received Section 4947(a)(1) If"Yes,"enterthe year

~--+---------------~
L-_-L

lla

llb In lieu of Form 1041?

~

12a b

non-exempt charitable trusts. Is the organization amount of tax-exempt Interest received oraccrued

filing durrnq

Form 990 the

12a

l12b

I
Form 990 2009

Imu'
Form 990

(2009)

Page

6

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines Sa, Sb, or lOb below, describe the circumstances, processes, or changes In Schedule O. See instructions. Section A. Governing Body and Management
Yes No

la
b 2 3 4 5 6 7a

Enterthe

nurnb e r of v otmq members of voting members

of the governing

body

I
relationship

Enter the number

that are Independent have a family

I

la lb

I I
relationship with any

9 9 2 Yes Yes Yes No No No No

Did any officer, director, trustee, or key employee other officer, director, trustee, or key employee?

or a business

Did the organization delegate control over management duties s up e rvts ro n of officers, directors or trustees, or key employees Did the organization filed? Did the organization Does the organization Does the organization governing body? any d e c is rons make any significant become changes

customarily performed by or under the direct to a management company or other person? documents since the prior Form 990 assets? was

3 4

to ItS organizational

aware durmq the year of a material or stockholders? stockholders, or other

diversion

of the organization's

5 6

have members have members,

persons

who may elect

one or more members or other persons?

of the 7a 7b

bAre 8

of the governing

body subject

to approval

by members,

stockholders, actions

Did the organization year by the following

contemporaneously

document

the meetings

held or written

undertaken

durmq the 8a Yes

a
b 9

The governing Each committee

body? with authority to act on behalfofthe governing body? be reached at the

Is there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot organization's mailing address? If"Yes," provide the names and addresses In Schedule 0

1--+----+--8b Yes 1--+----+--9 No

Section B. Policies (This Section B requests information Revenue Code.)
lOa
b 11 Does the organization If "Yes," affiliates, have local chapters, branches,

about policies not required by the Internal
Yes No
No

or affiliates?

lOa lOb
11

does the organization have written policies and procedures governing the activities of such chapters, and branches to ensure their operations are consistent with those of the organization? provided a copy of this Form 990 to all members of ItS governing to review body before filing the form?

Has the organization In Schedule

r----+------r-----Yes

llA Describe
12a

0 the process, have a written or trustees,

If any, used by the organization conflict of Interest policy? required

the Form 990 12a Interests that could give rise 12b Yes Yes No No Yes

Does the organization directors

If "No,"go to line 13 to disclose annually

bAre officers, to conflicts?

and key employees

c
13 14 15

Does the organization describe In Schedule Does the organization Does the organization

regularly and consistently 0 how this IS done have a written have a written

monitor

and enforce

compliance

with the policy?

If "Yes," 12c 13

whrs tl e blowe r policy? document retention and destruction policy? a review and approval by of the deliberation and d e c i s ron?

14

Did the process for determining compensation of the following persons Include Independent persons, comparability data, and contemporaneous substantiation

a The organization's
b Other officers

CEO, Executive

Director,

or top management

official

15a 15b

No No

or key employees

of the organization the process In Schedule 0 (See Instructions) In a JOint venture or similar arrangement to evaluate to safeguard with a

If "Yes" 16a b

to line a or b, describe

Did the organization taxable entity durrnq

Invest In, contribute the year?

assets

to, or participate

f-l_6_a--+ ItS the 16b

+_N_O_

If "Yes," has the organization adopted a written policy or procedure re qumnq the organization participation In JOint venture arrangements under applicable federal tax law, and taken steps organization's exempt status with respect to such arrangements?

Section C. Disclosure
17 18 List the States with which a copy of this Form 990 IS required to be flled~PA Section 6104 requires an organization to make ItS Form 1023 (or 1024 If applicable), 990, and 990-T (3)s only) available for public Inspection Indicate how you make these available Check all that apply Own website

----------------------------------------------------(501(c)

I
19 20

F Another's

website

F Upon

request conflict of of the organization ~

Describe In Schedule 0 whether (and rf s o , how), the organization makes ItS governing documents, Interest POliCY, and financial statements available to the public See Additional Data Table State the name, physical address, and telephone number of the person who possesses the books

and records

CHIEF FINANCIAL OFFICER 1137 WHARTON STREET PHILADELPHIA,PA 19147 (215) 551- 5111 Form 990 2009

Form 990

(2009)

Page

iiitiWd

7

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
persons required to be listed Report compensation for the calendar year ending with or within the organization's additional space IS needed current officers, directors, trustees (whether Individuals or organizations), regardless of amount key employees Enter -0- In columns (D), (E), and (F) If no compensation was paid current key employees See Instructions for definition of "key employee"

la Complete this table for all tax year Use Schedule J-2 If .. List all of the organization's of compensation, and current
.. List all of the organization's

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

.. List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons compensated Check In the following order Individual trustees employees, and former such persons or directors, any current Institutional or former all
I

trustees, officer,

officers,

key employees,

highest

I

this box If the organization (A) Name and Title

did not compensate (8) Average hours per week

director,

trustee

or key employee (E) Reportable compensation from related organizations (W- 2/1099MISC) (F) Estimated amount of other compensation from the organization and related organizations

(C) Position (check that apply) ::J

1[1

::!l-

:=
~
:::l.
IIII-

A
1[1
"r"

"Q_::;-

3.;a

(0) Reportable compensation from the organization (W2/1099-MISC)

a 0 ~ -

2 cr> ::: (') "D
~
"r"

~~
1[10

0
::J
...J

"
Q
::J
...J

0"
cr> cr>

u
II'

ol-' ....,

:::; ot>

'" a
____g,_
X

CHRISTIAN DICICCO DIRECTOR/EXEC DIR JOSEPH RUSSO DIR, PRES, SEC & TREAS JOHN SFRISI DIRECTOR JOHN TRAVEUNA DIRECTOR JEFFERY TRAVEUNA DIRECTOR KENNETH BARITZ DIRECTOR TODD BARITZ DIRECTOR PATRICIA EVERS DIRECTOR FATHER GARY PACITTI DIRECTOR PAUL LEVY INTER CONSERVATOR/DIR

3500 200 200 200 200 200 200 200 200 10 00
X X X X X X X X X

X X

X

50,027 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0 0 0

Form 990 2009

Form 990

(2009) . but not limited to those from the orqamzatrone-O listed above) who received 50,0271 more than

Page

8

lb Total
2

Total number of Individuals (Including $100,000 In reportable compensation

Yes 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee 3 on line 1 a? If "Yes," complete Schedule] 4 For any Individual listed organization and related for such tndtvt duel

No

No

on line la, IS the sum of reportable compensation and other compensation from the organizations greater than $150,000? If "Yes," complete Schedule] for such 4 No

tndtv uiuel
5 Did any person listed on line la receive or accrue compensation from any unrelated organization for services re nde red to the orga ruzatro n? If "Yes," complete Schedule] for such person

5

No

Section B. Independent
1 Complete $100,000

Contractors
Independent contractors that received more than
(8)

this table for your five highest compensated of compensation from the organization (A) Name and business address

Descnption of services INDEMNIFICATIONLEGAL SRVCS

(C) Compensation 108,000

JACOBS& BARONEPA 1125 PACIFICAVE ATLANTICCITY, NJ 08401

2

Total number of Independent $100,000 In compensation

contractors (Including but not limited from the organization ~1

to those

listed

above)

who received

more than Form 990 (2009)

Form 990

(2009)

Page

9

l~iIIl'''n

Statement

of Revenue
Total (A) revenue (8) Related or exempt function revenue (C) Unrelated business revenue (0) Revenue exc luded from tax under sections 512,513,or 514

~$ CC 2:;::1
.......,(t

la
b

Federated

campaigns

la lb le ld le
1f In

0')0

M em b e rs hip due s Fundra Related
ts

=~ .......,.,·e
c-;..;:::: 0 "C"::;;

~E

e
d

mq events organizations

e
f 9 h

Government grants (contnbutions) All other contnbunons, giftS, grants, and Similar amounts not Included above Noncash contributions Included

]:: ";::0
(,)(1::
(],l

...

~"E
:::;

lines 1 a-lf $ Total. Add lines

la-lf Business Code

...
531,120 278,000 278,000

~ ~
<.;> S;

c

2a
b

CHARTER SCHOOL

q..

e
d

s
v

....

C ~

e
f 9 3 A II other program service 2a-2f (Including drv rd e nd s , Interest revenue

&:

0

Total. Add lines
Investment and other

...
bond proceeds

278,000

Income Similar

amounts)

4 5

Income from Investment of tax-exempt Royalties (I) Real

... ... ...

11,208

11,208

(II) Personal 38,078 4,474 33,604

6a
b

Gross

Rents

e
d

Less rental expenses Rental Income or (loss) Net rental Income or (loss) (I) Sec urrtre

...
s (11)Other

33,604

33,604

7a

b

e
d

Gross amount from sales of assets other than Inventory Less cost or other basis and sales expenses Gain or (loss) Net gain or (loss) Gross events Income from fundrais (not Including mq

...
on line lc)

Sa

ev ev

s
:> b

::::I

$
of contributions reported See Part IV, line 18

a::

.c 0

-

... ~

a
Less direct expenses or (loss) from fundrars activities b mq events

e 9a

Net Income

...

Gross Income from gaming See Part IV, line 19

a
b Less direct expenses or (loss) from gaming less b activities

e lOa

Net Income

...

Gross sales of Inventory, returns and allowances

a
b Less cost of goods or (loss) sold from sales b of Inventory Business K-l

e

Net Income

...
Code 523,000

Miscellaneous

Revenue PARTNERS

lla
b

COVENANT

e
d A II other revenue lla-lld

e 12

Total. Add lines

...

Total revenue. See Instructions

...

322,812

278,000 Form 990

44,812 2009)

Form 990

(2009)

Imi.!j

Page

10

Statement

of Functional

Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8) , (C) , and (0) 00 not include amounts reported on lines 6b, 7b, 8b, 9b, and lOb of Part VIII. 1 Grants and other assistance to governments In the U 5 See Part IV, line 21 Grants and other assistance U 5 See Part IV, line 22 Grants and other assistance organizations, and mdrvrduals Part IV, lines 15 and 16 Benefits to mdrvrduals and organizations 250 In the 250 (A) Total expenses
(8)

Program service expenses

(C) Management and general expenses

(0)

FundraISing expenses

2

3

to governments, outside the U 5 See

4 5 6

paid to or for members of current officers, directors, trustees, and 50,027 25,027 25,000

Compensation key employees

Compensation not Included above, to disqualified persons (as defined unde r section 4958 (f)(l» and pe rs ons described In section 4958(c)(3)(B) Other salaries and wages section 401(k) and section 31,718 19,863 (non-employees) 24,124 15,107 7,594 4,756 217,287 178,287 39,000

° ° ° ° ° ° ° ° ° °

7 8 9 10 11

Pension plan contributions (Include 403(b) employer contributions) Other Payroll employee taxes benefits

Fees for services Management Legal Accounting t.obbvmq

a
b

110,139 106,821

48,923 51,755

61,216 55,066

c
d

e
f g 12 13 14 15 16 17 18 19 20 21 22 23 24

P rofes s rona I fund ra ISIng See Part IV, line 17 Investment Other Adve rtrs inq and promotion Office expenses tec hnology 10,579 8,046 management fees 377 10,741

10,741

°

377

°
2,533

Information Royalties Occupancy Travel

14,594

11,100

3,494

Payments of travel or entertainment state, or local public officials Conferences, Interest Payments to affiliates depletion, conventions,

expenses

for any federal,

and meetings

Depreciation, Insurance

and amortization

206,867 61,693

157,339 46,923

49,528 14,770

Other expenses Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below)

° ° ° ° ° ° °

a
b

I nde mrufic atro n lega I fees Community Taxes Outreach services

1,011,810 14,011 19,865 805

14,011 15,109

° °

1,011,810

c
d

4,756

°

805

e
f 25 26 A II other expenses 1 through 24f 1,887,447

Total f unct ional expenses. Add lines Joint costs. Check here ~ Ilffollowlng

606,742

1,280,705

SO P 98-2 In

Complete this line only If the organization reported column (B) JOint costs from a combined educational campaign and fundrars mq solicitation

Form 990 (2009)

Form 990

Im.:a
1 2 3 4 5

(2009)

Page

11

Balance Sheet
(A) Beginning of year Cas h - non - In t e re s t - be a n n g Savings Pledges Accounts and temporary and grants receivable, cash Investments net 295,271 203,094 1 2 3 4 trustees, key employees, and 5 persons (as defined under section (c )( 3 )( B) Complete Part II of 4958 (f)(1» and 6 receivable, net 7 8 14,249 b as is Complete lOa lOb s e c urttre s line 11 line 11 169,900 309,444 2,264,102 5,928,901 10c 11 12 13 14 line 11 9,228,432 16,149,291 55,454 15 16 17 18 19 20 liability Complete Part IVof Schedule 0 21 9,146,472 15,440,605 1,055,247 141,500 321,500 5,722,034 7,986,136 9 11,000 (8) End of year 98,099

receivable, net

Receivables from current and former officers, directors, highest compensated employees Complete Part II of Schedule L

6

«

I,h cJ)

Receivables from other disqualified p e rs 0 n s des crib e din sec t Ion 4958 Schedule L

v» I,/>

7 8 9 lOa b 11 12 13 14 15 16 17 18 19 20

Notes

and loans

Inventories

for sale or use

Pre pa i d ex pe ns es and defe rred c ha rges Land, burldmqs , and equipment Part VI of Schedule 0 Less accumulated depreciation traded cost or other

Investments-publicly Investments-other I nves tme nts -prog Intangible Other assets

s e c urttre s See Part IV, ra m- re lated See Part IV,

assets

See Part IV,

Total assets. A dd II nes 1 throug h 15 (mus t eq ua I line 34) Accounts Grants Deferred Tax-exempt Escrow payable payable revenue bond liabilities account and accrued expenses

=: :.::::l

.9!
~

'.I'

:.c

21 22

or custodial

Payables to current employees, highest pe rs ons

and former officers, directors, trustees, key compensated employees, and disqualified 22 to unrelated third third parties 23 24 25 55,454 26 1,055,247

Complete Part I I of Schedule L and notes and loans Complete payable

23 24 25 26

Sec ured mortgages Unsecured Other notes

payable

to unrelated D

parties

liabilities

Part X of Schedule 17 throug h 25

Total liabilities. A dd lines

u

q:.
0:::; 0:::;

,fI

Organizations that follow SFAS 117, check here ~ through 29, and lines 33 and 34. 27 28 29 Unrestricted Temporarily Permanently net assets restricted restricted net assets net assets

p- and complete

lines 27 16,093,837 27 28 29 14,385,358

~
-

CQ

;::
u..
"-

::::l

Organizations that do not follow SFAS 117, check here ~ lines 30 through 34. 30 31 32 33 34 Capital Paid-In Retained Total Total stock or trust principal, or current funds or equipment Income,

I

and complete 30

0
,fI

4)

~

,fI ,fI

or capital earnings,

surplus,

or land, burldmq accumulated

fund funds 16,093,837

31 32 33 34 14,385,358 15,440,605 Form 990 2009)

endowment, or fund balances

or other

4)
Z

net assets liabilities

and net assets/fund

balances

16,149,291

Form 990

(2009)

.:.F.Ti.:••
1

Page

12

Financial Statements

and Reporting
Yes No

Accounting method used to prepare the Form 990 If the organization changed Its method of accounting Were the organization's Were the organization's financial financial statements statements compiled audited

Accrual 10ther Cash from a prior year or checked "0 ther," or reviewed by an Independent accountant?

I

P-

explain

In Schedule

0 2a 2b Yes No

2a b

accountant?

by an Independent

c

If "Yes," to 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? If the organization changed either ItS oversight process or selection process durmq the tax year, explain In Schedule 0 If"Yes"to line 2a or2b, check a box belowto Indicate on a consolidated bas i s , separate bas i s , or both whether the financial statements for the year were Issued bas is as set forth In the

2c

No

d

I
3a b

Separate

ba s i s

P-

Consolidated

bas is

I

Both consolidated to undergo

and separated or audits

As a result of a federal award, was the organization Single Audit Act and OMB Crrc ula r Av Ld S?

required

an audit

3a or audits? any steps If the organization did not undergo taken to undergo such audits the req uire d 3b

No

If "Yes," did the organization undergo the required audit audit or audits, explain why In Schedule 0 and describe

Form 990 (2009)

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No 1545-0047

SCHEDULE A
(Form 990 or 990EZ)
DepartmenttheTreasury of Internal Revenue ervice S Name of the organization
CITIZENS ALLIANCE FOR BEDER

Public Charity Status and Public Support
Complete if the organization is a section S01(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. ... Attach to Form 990 or Form 990-EZ .... See separate instructions.
NEIGHBORHOODS

2009
Open to Public Inspection
number

Employer identification

Reason for Public Charit
The organization 1 2 3 4 IS not a private convention described foundation because It IS (For lines (Attach 1 through Schedule described 11, check E) In section 170(b)(1)(A)(iii). described only one box)

See instructions
or association service of churches section 170(b)(1)(A)(i).

I I I I

A church, A school A hospital A medical hospital's

of churches, hospital

In section 170(b)(1)(A)(ii). operated

or a cooperative

organization In conjunction

research organization name, City, and state

with a hospital

In section 170(b)(1)(A)(iii).

Enter the

5 6 7

I I I I

A n organization A federal, state,

operated

for the benefit (Complete

of a college

or university

owned or operated

by a governmental

unit described

In

section 170(b)(1)(A)(iv).

Part II ) or governmental unit described In section 170(b)(1)(A)(v). from a governmental unit or from the general public part of ItS support

or local government

A n organization that normally receives a substantial described In section 170(b)(1)(A)(vi) (Complete Part II ) A community A n organization receipts ItS support trust that described normally related receives

8 9

P-

In section 170(b)(1)(A)(vi) to ItS exempt Income func ttons=-s

(Complete

Part II

) from contributions, membership fees, and gross of and (2) no more than 331/3% section Part II I ) S09(a)(4).

(1) more than 331/3% and unrelated

of ItS support taxable

from activities from gross

ubje c t to certain business

exceptions, Income (less (C omplete

Investment

511 tax) from businesses

ac q uire d by the orga ruzation 10 11

afte r June 30, 1975

See sect ion S09(a)(2).

I I

A n organization

organized

and operated

e x c lus rv e lv to test

for pubhc safety

Seesection

A n organization organized and operated e x c lus rv e lv for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section S09(a)(3). Check the box that describes the type of supporting organization and complete lines lle through llh a I Type I b I Type II c I Type III - Functionally Integrated d I Type III - 0 ther By checking this box, I certify that the organization IS not controlled directly or Indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) If the organization received a written determination from the IRS that It IS a Type I, Type II orType III supporting organization, check this box I Since August 17,2006, has the organization accepted any gift or contribution from any of the followmq persons? (i) a person who directly or Indirectly controls, either alone or together With persons described In (II) Yes No and (III) below, the governing (ii) a family (iii) a 35% member controlled entity body of the the supported described In (I) above? described In (I) or (II) above? orqaruzatronts ) of a person organization? l1g(i) l1g(ii) l1g(iii) of a person

e

I

f 9

h

Provide

the followmq

Information

about the supported

( i) Name of supported organization

( ii) EIN

( iii) Type of organization (described on lines 1- 9 above or IRC section (see Instructions»

(iv) Is the organization In col (I) listed In your governing document? Yes No

(v) Did you notify the organization In col (I) of your support? Yes No

(vi) Is the organization In col (I) organized In the US? Yes No

(vii) A mount of support?

Total
For Paperwork Reducbon Act Nobce, see the Instrucbons for Form 990

Cat

No

11285F

ScheduleA(Form

9900r 990-EZ) 2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

Mihii'.
Calendar year 1

2

Support Schedule for Organizations Described in IRC 170(bH1HAHiv) (Complete only If you checked the box on line 5, 7, or 8 of Part I.) Section A Public Support
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (Do not Include any "unusual grants ") Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 3 (a) 2005 (b) 2006 (c) 2007 (d) 2008

and 170(bH1HAHvi)

(e) 2009

(f) Total

2

3

4 5

6

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) Included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public Support. Subtract line 5 from line 4 year beginning

o
(a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

Section B. Total Support
Calendar year (or fiscal In) 7 S A mounts

from line 4

9

10

11 12 13

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Net Income from unrelated b us ine s s activities, whether or not the b us ine s s IS regularly carried on Other Income (Explain In Part IV ) Do not Include gain or loss from the sale of capital assets Total support (Add lines 7 through 10) Gross receipts from related activities, First Five Years If the Form 990 check this box and stop here

o

etc

(See Instructions) f rs t, sec ond, third, fourth,

I
e
by line 11 column (f)

12

I
orga ruzatio n, ...,

IS for the orga ruzatron's

or fifth tax yea r as a 501 (c)(3)

Section C. Com utation of Public Su
14 15 16a Public Support Percentage for 2009

ort Percenta
(f) divided line 1 4

(line 6 column

0%

Pub IIc Sup port Perc e ntag e fo r 2 0 0 8 S c he d u Ie A, Part II,

331/3% support test-2009. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , b 331/3% support test-200S. If the organization did not check the box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , 17a 100/0-facts-and-circumstances test-2009. If the organization did not check a box on line 13, 16a, or 16b and line 14 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , b 100/0-facts-and-circumstances test-200S. If the organization did not check a box on line 13, 16a, 16b, or 17a and line 15 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , 1S Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17 a or 17 b, check this box and see Instructions Schedule A Form 990 or 990-EZ 2009

Schedule

A (Form 990

or 990-EZ)

2009

MihiinM
Calendar year 1

Page

3

Support Schedule for Organizations Described in IRC S09(a)(2) (Complete only If you checked the box on line 9 of Part I.) Section A Public Support
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (Do not Include any "unusual grants ") Gross receipts from adrru s s ro ns , me rc ha nd ISe s old or s e rv ICes performed, or facilities furnished In any activity that IS related to the organization's tax-exempt purpose G ros s rec e Ipts from ac trv rtre s that are not an unrelated trade or b us ine s s under section 513 Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 5 Amounts Included on lines 1,2, and 3 received from disqualified pe rs ons A mounts Included on lines 2 and 3 received from other than dis q ua lrfie d pe rs ons that exc eed the g re ate r 0 f $ 5 ,0 0 0 0 r 1 % 0 f the amount on line 13 for the year Public Support (Subtract from line 6 ) line 7c (a) 2005 585,088 (b) 2006 400,062 (c) 2007 175,000 (d) 2008 1,250 (e) 2009 (f) Total 1,161,400

2

271,300

278,000

277,999

277,999

278,000

1,383,298

3

4

5

6 7a

856,388

678,062

452,999

279,249

278,000

2,544,698

b

c Addllnes7aand7b
S 2,544,698

Section B Total Support
Calendar year (or fiscal In) 9 A mounts year beginning (a) 2005 856,388 (b) 2006 678,062 (c) 2007 452,999 (d) 2008 279,249 (e) 2009 278,000 (f) Total 2,544,698

from line 6

lOa

b

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Unrelated b us ine s s taxable Income (less section 511 taxes) from bus Ines s es ac q UIred afte r June30,1975 Add lines lOa and lOb Net Income from unrelated b us ine s s activities not Included In line lOb, whether or not the b us ine s s IS regularly carned on Other Income Do not Include gain or loss from the sale of capital assets (Explain In Part

45,591

298,089

95,984

77,181

49,286

566,131

1,964

1,964

c
11

45,591

298,089

97,948

77,181

49,286

568,095

12

IV )
13 14 Total support (Add lines 9, 10c, lland12) First Five Years If the Form 990 IS for the orga ruzatron's check this box and stop here 3,112,793 f rs t, sec ond, third, fourth, or fifth tax yea r as a 501 (c)(3) orga ruzatio n,

Section C. Com utation of Public Su
15 16 Public Support Percentage for 2009

ort Percenta
(f) divided

e
by line 13 column (f) 81750% 82830 %

(line 8 column

Pub IIc sup port perc e ntag e fro m 2 0 0 8 Sc he d u Ie A, Part I II,

line 1 5

Section D. Com utation of Investment
17 Investment Investment Income Income percentage percentage

Income

Percenta
(f) divided line 17

e
by line 13 column (f» 18250 % 17 170 %

for 2009 (line 10c column from 200SScheduie

lS
19a

A, Part III,

b 20

331/3% support tests-2009. If the organization did not check the box on line 14, and line 15 IS more than 33 1/3% and line 17 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ... p331/3% support tests-200S. If the organization did not check a box on line 14 or line 19a, and line 16 IS more than 33 1/3% and line 18 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see Instructions

...

... , ,

Schedule A

Form 990 or 990-EZ

2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

4

Miiti"-

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. See instructions

Schedule A (Form 990 or 990-EZ) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No 1545-0047

SCHEDULE D
(Form 990)

Supplemental Financial Statements
~ Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. ~ Attach to Form 990. ~ See separate instructions. Employer
NEIGHBORHOODS

2009
Open to Public Inspection
identification number 23-2973751

Department of theTreasury Internal Revenue Service Name of the organizat
CITIZENS ALLIANCE

ion

FOR BEDER

Organizations Maintaining Donor Advised Funds or Other Similar orqaruzatron answere d " Yes to Form 990 Part IV Ime 6
(a) Donor advised 1 2 3 4 5 6 Total number at end of year contributions grants to (during year) year) funds

Funds or Accounts.

Complete

If the

(b) Funds and other accounts

Aggregate Aggregate Aggregate

from (during

value at end of year that the assets held In donor advised exclusive legal control?

Did the organization Inform all donors and donor advisors In writing funds are the organization's property, subject to the organization's

I

Yes

INo

.H,.I
1 I I I 2

Did the organization Inform all grantees, donors, and donor advisors In writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring Impermissible private benefit

I

Yes

INo

Conservation
of conservation of natural

Easements.
easements habitat

Complete

If the organization
(check I I

answered
all that apply)

"Yes" to Form 990, Part IV, line 7.
ntly la nd a rea

Purpose(s)

held by the organization

Pres e rv atro n of la nd for public Protection Preservation

us e (e g , rec re atro n or pleas ure)

Pres e rv atro n of a n his to ric ally rrnporta P reservation of a certified historic

structure

of open space held a qualified conservation contribution In the form of a conservation Held at the End of the Year

Complete easement

lines 2a-2d If the organization on the last day of the tax year

a b c d 3

Total Total

number of conservation acreage restricted

easements easements historic structure Included In (a)

2a 2b 2c 2d or terminated by the organization durrnq

by conservation easements easements easements _ subject

N umber of conservation N umber of conservation N umber of conservation the taxable year ~

on a certified Included modified,

In (c) acquired transferred,

after 8/17/06 extinguished,

released,

4 5

N umber of states

where property

to conservation

easement

IS located monitoring,

~ Inspection,

_ handling of violations, and I Yes INo _

Does the organization have a written policy enforcement of the conservation easements Staff and volunteer A mount of expenses hours devoted Incurred

regarding the periodic It holds? Inspecting

6 7 8 9

to monitoring,

and enforcing

conservation

easements

durrnq the year ~

In monitoring,

Inspecting,

and enforcing

conservation

easements

durrnq the year ~ $ I Yes INo

_

Does each conservation easement reported 170(h)(4)(B)(I) and 170(h)(4)(B)(II)?

on line 2(d) above satisfy

the requirements

of section

In Part XIV, describe how the organization reports conservation balance sheet, and Include, If applicable, the text of the footnote the organization's accounting for conservation easements

easements In ItS revenue and expense statement, and to the organization's financial statements that describes

IH,ni
la

Organizations Maintaining Collections of Art, Historical Treasures, Complete If the organization answered "Yes" to Form 990, Part IV, line 8.

or Other Similar

Assets.

If the organization elected, as permitted under SFAS 116, not to report In ItS 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 s e rvrc e, provide, In Part XIV, the text of the footnote to ItS financial statements that describes these Items If the organization elected, as permitted under SFAS 116, to report In ItS revenue statement historical treasures, or other similar assets held for public exhibition, education, or research provide the following amounts relating to these Items (i) Revenues Included In Form 990, Part VIII, line 1 and balance sheet works of art, In furtherance of public s e rv rce,

b

~$--------

(ii)Assets 2

Included

In Form 990,

Part X assets for financial

~$-------gain, provide the

If the organization following amounts

received or held works of art, historical treasures, or other similar required to be reported under SFAS 116 relating to these Items In Form 990, Part VIII, line 1

a
b

Revenues Assets

Included

~$-------~$
Cat No 52283D Schedule D (Form 990) 2009

Included

In Form 990,

Part X Act Notice, see the Int ruct ions for Form 990

For Privacy

Act and Paperwork

Reduction

Schedule

D (Form 990)

2009

Page

lilffiin!
3

2

Organizations

Maintaining

Collections
records,

of Art, Historical
check any of the followmq d

Treasures,

or Other Similar Assets
use of ItS collection

(continued)

USing the organization's accession Items (check all that apply)

and other

that are a significant programs

a
b

I I I

PubliC exhibition Scholarly research for future generations collections and explain

I I

Loan or exchange 0 ther

e

c
4

P reservation

Provide a description Part XIV

of the organization's

how they further

the organization's

exempt

purpose

In

5

lilffiiN
1a
b

DUring the year, did the organization solicit or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintained as part of the organization's collection?

similar

I

Yes

INo

Escrow and Custodial Arrangements. Complete If the organization Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
custodian or other Intermediary for contributions table

answered "Yes" to Form 990,
or other assets not

Is the organization an agent, trustee, Included on Form 990, Part X? If "Yes," explain the arrangement

I
and complete the followmq

Yes

INo

In Part XIV

Amount c
d e f 2a b Beginning Additions Distributions Ending balance durmq the year

1c 1d 1e
1f Include an amount on Form 990, Part X, line 21?

durrnq the year

balance

Did the organization If "Yes," explain

I

Yes

INo

the arrangement

In Part XIV

.:£.ll .... 1a
b

Endowment Funds. Complete If the organization
(a)Current Year of year balance

answered "Yes" to Form 990 Part IV line 10.
(b)Pnor Year (c)Two Years Back (d)Three Years Back (e)Four Years Back

Beginning

Contributions Investment Grants earnings or losses

c
d

or scholarships for facilities

e
f 9 2

Other expenditures and programs Administrative

expenses

End of year balance Provide the estimated percentage of the year end balance ~ % % funds not In the possession of the organization that are held and administered for the held as %

a
b
C

Board designated Permanent Term

or quasI-endowment ~

endowment ~

endowment

3a

A re there endowment organization by (i) unrelated

organizations organizations are the related organizations listed as required on Schedule funds R?

I 3a(i)
1

Yes

No

(ii) related
b 4 If "Yes" Describe

3a(ii)
3b

to 3a(II),

In Part XIV the Intended

uses of the organization's

endowment

.:£.ll..".

Investments
DeSCription

Land, Buildings, and Equipment. See Form 990 Part X hne 10.
of Investment (a) Cost or other baSIS(Investment) (b )Cost or other baSIS(other) 32,250 7,237,782 1,558,542 (c) Accumulated
depreciation

(d) Book value 32,250 5,679,240

1a Land
b BUildings
C

Leasehold

Improvements 536,544 179,560 (Column (d) should equal Form 990, Part X, column (B), line 10(c).) 531,988 173,572 4,556 5,988 5,722,034

d Equrprne nt e Other Total. Add lines 1a-1e

~

Schedule D (Form 990) 2009

Schedule

D (Form 990)

2009

1:E.Ti.'''.
Financial

Page

3

Investments
(a) Description (Including derivatives equity EQUITY Interests

Other Securities. See Form 990

Part X hne 12.
value Cost (c) Method of valuation or end-of-year market value

of security or category name of security)

(b)Book

Closely-held Other PRIVATE

INVESTMENTS

141,500

F

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 12 ) l~iIIl''''~

~

141,500

Investments-Program
(a) Description of Investment SCHOOL

Related. See Form 990
type

Part X hne 13.
Cost (c) Method of valuation or end-of-year market value C

(b) Book value
321,500

INDEPENDENCE RECEIVABLE

CHARTER

501(c)(3)-NOTE

.:E.Ti•• :.
ARTWORK COMMON

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 13 )

~

321,500

Other Assets. See Form 990
(FOR FUNDRAISING STOCK& TO SUPPORT INC

Part X hne 15.
(a) Description UNRELATED NONPROFIT)

(b) Book value
31,874 9,107,098

CA HOLDINGS,

COVENANT OTHER

PARTNERS,

LP (net of allowance) 7,500

RECEIVABLE

Total. (Column (b) should I:l";H.~" 1 Federal Income

equal Form 990, Part X, col.(B) line 15.)

~
(b) A mount

9,146,472

Other Liabilities. See Form 990
(a) Description Taxes Data Table of Liability

Part X hne 25.

See Additional

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 25 )

~
to the organization's financial statements that reports the organization's

2. Fin 48 Footnote In Part XIV, provide the text of the footnote liability for uncertain tax positions under FIN 48

Schedule D (Form 990) 2009

Schedule

.:£.ll.~'.
1 2 3 4 5 6 7 8 9 10 Total Total

D (Form 990)

2009

Page

4

Reconciliation
revenue expenses (Form 990,

of Change in Net Assets from Form 990 to Financial Statements
Part VIII, column (A), line 12) (A), line 25) 1 2 3 4 5 6 7 8 4-8 statements Combine lines 3 and 9 9 10 Part IX, column Subtract

(Form 990,

Excess

or (deficit)

for the year (losses)

line 2 from line 1

Net unrealized Donated Investment Prior period Other Total Excess

gains

on Investments

services

and use of fac rlrtre s

expenses adjustments In Part XIV) (net) Add lines

(Describe adjustments or (deficit)

for the year per financial

I:l";H.~'U Reconciliation
1 2 Total revenue, gains, Amounts Included

of Revenue per Audited Financial Statements
support per audited financial Part VIII, statements line 12 2a 2b 2c 2d

With Revenue per Return
1

and other

on line 1 but not on Form 990, on Investments

a
b

Net unrealized Donated Recoveries Other

gains

services

and use of fac rlrtre s

c
d

of prior year grants In Part XIV)

(Describe

e
3 4

A dd lines Subtract Amounts

2a throug h 2d line 2e from line 1 Included on Form 990, Part VIII, line 12, but not on line 1 Part VIII, line 7b

2e 3

a
b

Investment Other

expenses

not Included

on Form 990,

I

4a 4b

I
4c 5

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 )

:£.ll.~'''1
1 2

Reconciliation

of Expenses per Audited Financial Statements
per audited financial

With Expenses per Return
1

Total expenses s tate me nts Amounts

and losses

Included services

on line 1 but not on Form 990, and use of fac rlrtre s

Part IX, line 25 2a 2b 2c

a
b

Donated

Prior year adjustments Other Other losses (Describe In Part XIV)

c
d

2d 2e 3 Part IX, line 25, but not on line 1: on Form 990, Part VIII, line 7b

e
3 4

A dd lines Subtract Amounts

2a throug h 2d line 2e from line 1 Included on Form 990,

a
b

Investment Other

expenses

not Included

I

4a 4b

I
4c 5

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18 )

.:£.ll.:,,'.

Supplemental

Information

Com pie t e t his part top ro v Ide the des c n pt Ion s re qUI re d fo r Part I I, line s 3, 5, and 9, Part I II, line s 1 a and 4, Part IV , II ne s 1 ban d 2 b , Part V , II ne 4, Part X, Part X I, line 8, Part X I I, line s 2 dan d 4 b , and Part X I II, line s 2 dan d 4 b A Iso com pie t e t his part top ro v Ide any additional Information Explanat ion Schedule D Form 990 2009

efile GRAPHIC rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No 1545-0047

Schedule L
(Form 990 or 990-EZ)

Transactions with Interested Persons
~ Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V lines 38a or 40b. ~ Attach to Form 990 or Form 990-EZ. ~See separate instructions.

2009
Open to Public Inspection
number

Department of the Treasury Internal Revenue Service

Name of the organizat ion
CITIZENS ALLIANCE FOR BEDER NEIGHBORHOODS

Employer identification 23-2973751

Excess Benefit Transactions
Complete 1 VINCENT RUTH FUMO (a) If the organization answered

(section 501(c)(3)
"Yes" on Form 990,

and section 501 (c)(4) organizations
Part IV, line 25a (b) or 25b, or Form 990-EZ, of transaction Description

only).
Part V, line 40b (c) Corrected? Yes No No No

N a me of dis q ua lrfre d pe rs on SEE ATTACHED SEE ATTACHED

STATEMENT STATEMENT

ARNAO

2 3

Enter the amount section 4958 • Enter the amount

of tax of tax,

Imposed

on the organization

managers

or disqualified by the organization.

persons

durmq

the year

under ,... $

If any, on line 2, above,

reimbursed

,... $

lrii .•
(a) Name

Loans to and/or
Complete

From Interested
answered Loan to "Yes" (b)

Persons.
on Form 990, Part IV, line 26, or Form 990-EZ, (e) In default? Yes No Part V, line 38a (f) Approved by board or committee? Yes No (g)Wrltten agreement? Yes No

If the organization

of Interested purpose

person

and

or from the organization? To From

(c)O nqmal principal amount

(d)Balance

due

Total

,... $

Grants or Assistance Benefitting Interested Persons. Complete If the organization answered "Yes" on Form 990, Part IV, hne 27.
(a) Name of Interested person (b)Relatlonshlp between Interested and the organization person (c)A mount of grant or type of assistance

liitiiW

Business Transactions Involving Interested Persons. Complete If the organization answered "Yes" on Form 990, Part IV, hne 28a, 28b, or 28c.
of Interested person (b) Relationship between Interested person and the organization (c) A mount transaction of (d) Description of transaction (e) Sharing of organization's reve nue s ? Yes No

(a) Name

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions

for Form 990

Cat No SOOS6A

Schedule L (Form 990 or 990-EZ) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No 1545-0047

SCHEDULE 0
(Form 990)
Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990
Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ~ Attach to Form 990.
NEIGHBORHOODS

2009
Open to Public Inspection
number

Name of the organizat ion
CITIZENS ALLIANCE FOR BEDER

Employer identification 23-2973751

Identifier

Return Reference

Explanation Due to a termination of grants and other support for Its community services to supplement certain services Philadelphia the organization suspended provided by the City of Its supplemental community ~ IS the

Pt III, Line 3

service programs In the second calendar quarter of 2009 organization's Intent to restore SImilar services

In early 2011

Pt VI-A, Line 2 Pt VI-A, Line 3

K BARRITZ IS FATHER/EMPLOYER OF T BARRITZ, J TRA VELINA IS BROTHER OF J TRA VELINA In or about Apnl2009 ItS then executive the board of directors terminated the services of

director

In or about June 2009 until December 2009, a

Identifier

Return Reference

Explanation consultant w as retained to manage and oversee ItS properties and

other assets The consultant IS an Independent provider of accounting and management consulting services In December 2009 the entire board resigned as a result of a consent decree and an Interim Conservator was appointed by a Commonwealth of PA Judge Pt VI-A, Line 4 In or about September 2010 the organization adopted new bylaws and determined to change ItS name to be effective some time In early 2011 Pt VI-B, Line 11A EXEC DIR,SOLE BOARD MEMBERAND LEGAL COUNSEL WERE PROVIDED WITH

Identifier

Return Reference

Explanation A COPY AND REVIEWED THE RETURN BEFORE FILING

Pt VI-B, Line 12c BOARD MEMBERS ANNUALLY COMPLETE WAS SELECTED IN CONSULT WITH A NATIONAL SEARCH DOCUMENTS, POLICIES AND TAX FILINGS ARE AVAILABLE For Paperwork Reducbon ActNobce, seethelnstrucbonsfor Form 990

AND SIGN FORMS DISCLOSING ANY CONFLICTS FIRM AND REASONABLE COMPENSATION WAS UPON REQUEST Cat No 51056K

Pt VI-B, Line 15 THE FORMER DETERMINED Pt VI-C, Line 19 ScheduleO(Form 990)2009

ED ALL

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493317010130
OMB No 1545-0047

SCHEDULE R (Form 990)
Department of the Treasury Internal Revenue Service

Related Organizations and Unrelated Partnerships
~ Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection
number

Name of the organizat ion
CITIZENS ALLIANCE FOR BEDER NEIGHBORHOODS

Employer identification
23-2973751

em••

Identification

of Disregarded

Entities (Complete

If the organization
(b)

answered "Yes" on Form 990, Part IV, line 33.)
(c) Legal domicile (state or foreiq n cou ntry)

Name,

address,

(a) and EIN of disregarded

(d)
Total Income

entity

Pnmary

activity

(e) End-of-year

(f)
assets Direct controlling entity

1m•••

Identification of Related Tax-Exempt or more related tax-exempt organizations
(a) and EIN of related

Organizations (Complete durrnq the tax year.)
(b)

If the organization

answered "Yes" on Form 990, Part IV, line 34 because It had one

Name,

address,

organization

Pnmary

activity

(c) Legal domicile (state or foreiq n cou ntry)

(d)
Exempt Code section

(e) Public chanty status (If section SOl(c)(3»

(f)
Direct controlling entity

For Privac

Act and Pa erwork Reduction Act Notice see the Instructions for Form 990.

Cat

No

50135Y

Schedule R Form 990

2009

.:m ••••

Schedule

R (Form

990)

2009

Page

2

Identification of Related Organizations Taxable as a Partnership (Complete If the organization because It had one or more related organizations treated as a partnership dunng the tax year.)
(b)
Primary activity (c) Legal domicile (state or foreign country)

answered "Yes" on Form 990, Part IV, line 34
(h) (i)
Code V-UBI amount In box 20 of Schedule K-1 (Form 1065) (j) General or managing partner?

(a) Name, address, and EIN of related organization

(d)
Direct controlling entity

(e) Predominant Income (related, unrelated, excluded from tax under sections 512514)

(f)
Share of total Income

(g) Share of end-of-year assets

Disproprtionate allocations?

Yes COVENANT PARTNERS LP PO BOX 650 OAKS, PA19456 23-2849987 INVESTING DE NA

No

Yes

No

o

-120,102

1,395,310

No

No

ImlU
Name,

Identification of Related Organizations Taxable as a Corporation or Trust (Complete If the organization line 34 because It had one or more related organizations treated as a corporation or trust dunng the tax year.)
(a) and EIN of related

answered "Yes" on Form 990, Part IV,
(f)
(g) Share of end-of-year assets

(b)
organization Primary activity

address,

(c) Legal domicile (state or foreign country)

(d)
Direct controlling entity

(e) Ty pe of entity (C corp, S corp, or trust)

Sha re of tota I Income

(h)
Percentage ownership

See Additional

Data Table

Schedule R (Form 990) 2009

Schedule

R (Form 990)

2009

Page

3

Mma'_
a
b Receipt

Transactions

With Related Organizations
IS listed In Parts

(Complete

If the organization

answered "Yes" on Form 990 Part IV line 34 35 or 36 )
I I I I

Note. Complete

line 1 If any entity

II, III or IV
transactions entity with one or more related organizations listed In Parts

Yes

No

1 DUring the tax year, did the o rqraruz atro n engage of (i) Interest or capital or capital (ii) annuities contribution contribution (iii)

In any of the following (iv)

II-IV?
1a 1b Yes Yes No No No

royalties

rent from a controlled ) )

Gift, grant, Gift, grant, Loans Loans

to other

orqaruzatronts orqaruzatronts )

c
d

from other

1c 1d 1e

or loan guarantees or loan guarantees

to or for other by other

orqaruzattorus )

e

orqaruzatronts

f 9 h i

Sale of assets Purchase Exchange Lease

to other

orqaruzattorus

) )

1f 19 1h

No No No No

of assets of assets

from other

orqaruzatronts

of fa c rhtte s , equipment,

or other

assets

to other

orqaruzatronts

)

1i

j k I

Lease

of fa c rhtte s , equipment, of services of services

or other

assets

from other

orqaruzatronts

) orqaruzattorus orqaruzatronts ) )

1j 1k 11 1m 1n Yes Yes

No No No

Performance Performance

or membership or membership mailing

or fundrais or fundrais

mq solicitations mq solicitations assets

for other by other

m Sharing n Sharing

of fa c rhtte s , equipment, of paid employees

hs ts , or other

0

Reimbursement Reimbursement

paid to other paid by other

organization organization

for expenses for expenses

10 1p

No No

p

q r

Other Other

transfer transfer

of cash or property of cash or property

to other

orqaruzatronts orqaruzatronts

) )

1q 1r

No No

from other

2

If the answer

to any of the above

IS "Yes,"

see the Instructions

for Information
(a)

on who must complete

this

line, Including

covered

relationships

and transaction (b) Transaction type(a-r)

thresholds
(c)

Name of other organization (1) See Additional Data Table (2)

Amount Involved

(3)

(4)

(5)

(6)

Schedule R

Form 990

2009

Imu,

Schedule

R (Form 990)

2009

Page

4

Unrelated

Organizations

Taxable

as a Partnership

(Complete

If the organization

answered "Yes" on Form 990, Part IV, line 37.)
of Its activities (measured by total assets or gross

Provide the following Information for each entity taxed as a partnership through which the organization conducted more than five percent revenue) that was not a related organization See Instructions regarding exclusion for certain Investment partnerships
(a)

Name, address, and EIN of entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Are all partners section 501(c)(3) organizations?
Yes No

(e) Share of end-of-year assets

(f)
Disproprtionate

(g)

allocations?

Code V-UBI amount In box 20 of Schedule K-1 (Form 1065)

(h) General or managing partner?

Yes

No

Yes

No

Schedule R Form 990

2009

Additional Data

Return to Form

Software ID: Software Version: EIN: Name:

09000048 23-2973751 CITIZENS ALLIANCE FOR BETTER NEIGHBORHOODS

Form 990, Schedule R, Part IV - Identification
Name, address, (a) and EIN of related organization

of Related Organizations
(e) Legal Domicile (State or Foreign Country) PA

Taxable

as a Corporation
(e) Type of entity (C corp, S corp, or trust) C

or Trust
Share (f) of total ($) Income (g) Share of end-of-year assets ($) 5,583,444 (h) Percentage ownership

(b) Primary activity

(d) Direct Controlling Entity

CA HO LDINGS 1137 WHARTON PHI LA, PA 19147 23-3028658

STREET

HOLDING COMPANY

NA

34,313

100

000

%

1210 ENTERPRISES INC 1137 WHARTON STREET PHI LA, PA 19147 23-3028659 HI-TECH VENTURES 1137 WHARTON STREET PHI LA, PA 19147 23-3033022 PASSYUNK AVENUE REVITALIZATION 1137 WHARTON STREET PHI LA, PA 19147 23-3033023 MOYA VENTURES INC 1137 WHARTON STREET PHI LA, PA 19147 23-3038658 PINE TREE REALTY INC 1137 WHARTON STREET PHI LA, PA 19147 23-3033024 CITIZENS HISTORIC PROJECTS 1137 WHARTON STREET PHI LA, PA 19147 23-3033028 EASTERN LEASING INC 1137 WHARTON STREET PHI LA, PA 19147 23-3053468 INC

REAL ESTATE MANAGEMENT

PA

CA HO LDINGS

C

18,837

1,654,837

100

000

%

REAL ESTATE MANAGEMENT

PA

CA HO LDINGS

C

-1,326

100

000

%

COMMUNITY DEVELOPMENT

PA

CA HO LDINGS

C

-18,225

4,719,418

100

000

%

REAL ESTATE MANAGEMENT

PA

CA HO LDINGS

C

31,968

560,322

100

000

%

REAL ESTATE

PA

CA HO LDINGS

C

4

521

0%

COMMUNITY DEVELOPMENT

PA

CA HO LDINGS

C

100

000

%

FLEET MANAGEMENT

PA

CA HO LDINGS

C

-1,875

14,953

100

000

%

Form 990, Schedule R, Part V - Transactions

With Related Organizations
Name (a) of other organization

(b)
Transaction type(a-r) b b c A mount

(e) Involved ($) 125,000 20,000 50,000 18,000 38,960

(1) (2) (3) (4) (5) (6) (7)

PASSYUNK

AVENUE INC INC

REVITALIZATION

CORPORATION

CA HO LDINGS CA HO LDINGS PASSYUNK MOYA

AVENUE

REVITALIZATION INC

CORPORATION

c c m n

VENTURES INC INC

CA HO LDINGS CA HO LDINGS