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Form 990 (2011) Page 2 - PDF
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3 For 99 (211) Page 2 Part Stateent of Progra Service Accoplishents Check if Schedule O contains a response to any question in this Part 1 Briefly describe the organization's ission: ATTACHMENT 1 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Did the organization undertake any significant progra services during the year which were not listed on the prior For 99 or 99-EZ? Yes No f "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or ake significant changes in how it conducts, any progra services? Yes No f "Yes," describe these changes on Schedule O. 4 Describe the organization's progra service accoplishents for each of its three largest progra services, as easured by expenses. Section 51(c)(3) and 51(c)(4) organizations and section 4947(a)(1) trusts are required to report the aount of grants and allocations to others, the total expenses, and revenue, if any, for each progra service reported. 4a (Code: ) (Expenses $ 2,239,784,65. including grants of $ ) (Revenue $ 2,153,87,39. ) BOMEDCAL SERVCES - SEE SCHEDULE O 4b (Code: ) (Expenses $ 268,82,877. including grants of $ 65,641,38. ) (Revenue $ ) DOMESTC SERVCES - SEE SCHEDULE O 4c (Code: ) (Expenses $ 186,726,926. including grants of $ 146,819,. ) (Revenue $ ) NTERNATONAL RELEF AND DEVELOPMENT SERVCES - SEE SCHEDULE O 4d Other progra services (Describe in Schedule O.) (Expenses $ 326,178,5. including grants of $ ) (Revenue $ 136,876,439. ) 4e Total progra service expenses 3,21,492,368. 1E12 1. ATTACHMENT 2 For 99 (211) 2645GN 252 V PAGE 2
4 AMERCAN NATONAL RED CROSS & TS CONSTTUENT For 99 (211) Page 3 Part V Checklist of Required Schedules s the organization described in section 51(c)(3) or 4947(a)(1) (other than a private foundation)? f "Yes," coplete Schedule A 1 s the organization required to coplete Schedule B, Schedule of Contributors (see instructions)? 2 Did the organization engage in direct or indirect political capaign activities on behalf of or in opposition to candidates for public office? f "Yes," coplete Schedule C, Part 3 Section 51(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 51(h) election in effect during the tax year? f "Yes," coplete Schedule C, Part 4 s the organization a section 51(c)(4), 51(c)(5), or 51(c)(6) organization that receives ebership dues, assessents, or siilar aounts as defined in Revenue Procedure 98-19? f "Yes," coplete Schedule C, Part 5 Did the organization aintain any donor advised funds or any siilar funds or accounts for which donors have the right to provide advice on the distribution or investent of aounts in such funds or accounts? f "Yes," coplete Schedule D, Part 6 Did the organization receive or hold a conservation easeent, including easeents to preserve open space, the environent, historic land areas, or historic structures? f "Yes," coplete Schedule D, Part 7 Did the organization aintain collections of works of art, historical treasures, or other siilar assets? f "Yes," coplete Schedule D, Part 8 Did the organization report an aount in Part, line 21; serve as a custodian for aounts not listed in Part ; or provide credit counseling, debt anageent, credit repair, or debt negotiation services? f "Yes," coplete Schedule D, Part V 9 Did the organization, directly or through a related organization, hold assets in teporarily restricted endowents, peranent endowents, or quasi-endowents? f "Yes," coplete Schedule D, Part V 1 11 f the organization s answer to any of the following questions is "Yes," then coplete Schedule D, Parts V, V, V,, or as applicable. a Did the organization report an aount for land, buildings, and equipent in Part, line 1? f "Yes," coplete Schedule D, Part V 11a b Did the organization report an aount for investents other securities in Part, line 12 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part V 11b c Did the organization report an aount for investents-progra related in Part, line 13 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part V 11c d Did the organization report an aount for other assets in Part, line 15 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part 11d e Did the organization report an aount for other liabilities in Part, line 25? f "Yes," coplete Schedule D, Part 11e f Did the organization s separate or consolidated financial stateents for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FN 48 (ASC 74)? f "Yes," coplete Schedule D, Part 11f 12 a Did the organization obtain separate, independent audited financial stateents for the tax year? f "Yes," coplete Schedule D, Parts,, and 12a b Was the organization included in consolidated, independent audited financial stateents for the tax year? f "Yes," and if the organization answered "No" to line 12a, then copleting Schedule D, Parts,, and is optional 12b 13 s the organization a school described in section 17(b)(1)(A)(ii)? f "Yes," coplete Schedule E a Did the organization aintain an office, eployees, or agents outside of the United States? 14a b a b 1E Did the organization have aggregate revenues or expenses of ore than $1, fro grantaking, fundraising, business, investent, and progra service activities outside the United States, or aggregate foreign investents valued at $1, or ore? f "Yes," coplete Schedule F, Parts and V 14b Did the organization report on Part, colun (A), line 3, ore than $5, of grants or assistance to any organization or entity located outside the United States? f "Yes," coplete Schedule F, Parts and V 15 Did the organization report on Part, colun (A), line 3, ore than $5, of aggregate grants or assistance to individuals located outside the United States? f "Yes," coplete Schedule F, Parts and V 16 Did the organization report a total of ore than $15, of expenses for professional fundraising services on Part, colun (A), lines 6 and 11e? f "Yes," coplete Schedule G, Part (see instructions) 17 Did the organization report ore than $15, total of fundraising event gross incoe and contributions on Part V, lines 1c and 8a? f "Yes," coplete Schedule G, Part 18 Did the organization report ore than $15, of gross incoe fro gaing activities on Part V, line 9a? f "Yes," coplete Schedule G, Part 19 Did the organization operate one or ore hospital facilities? f "Yes," coplete Schedule H 2a f "Yes" to line 2a, did the organization attach a copy of its audited financial stateents to this return? 2b Yes No For 99 (211) 2645GN 252 V PAGE 3
5 AMERCAN NATONAL RED CROSS & TS CONSTTUENT For 99 (211) Page 4 Part V Checklist of Required Schedules (continued) 21 Did the organization report ore than $5, of grants and other assistance to any governent or organization in the United States on Part, colun (A), line 1? f "Yes," coplete Schedule, Parts and Did the organization report ore than $5, of grants and other assistance to individuals in the United States on Part, colun (A), line 2? f "Yes," coplete Schedule, Parts and Did the organization answer "Yes" to Part V, Section A, line 3, 4, or 5 about copensation of the organization's current and forer officers, directors, trustees, key eployees, and highest copensated eployees? f "Yes," coplete Schedule J a Did the organization have a tax-exept bond issue with an outstanding principal aount of ore than $1, as of the last day of the year, that was issued after Deceber 31, 22? f "Yes," answer lines 24b through 24d and coplete Schedule K. f No, go to line a b Did the organization invest any proceeds of tax-exept bonds beyond a teporary period exception? 24b c Did the organization aintain an escrow account other than a refunding escrow at any tie during the year to defease any tax-exept bonds? 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any tie during the year? 24d 25 a Section 51(c)(3) and 51(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? f "Yes," coplete Schedule L, Part 25a b s 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 Fors 99 or 99-EZ? f "Yes," coplete Schedule L, Part 25b 26 Was a loan to or by a current or forer officer, director, trustee, key eployee, highly copensated eployee, or disqualified person outstanding as of the end of the organization's tax year? f "Yes," coplete Schedule L, Part Did the organization provide a grant or other assistance to an officer, director, trustee, key eployee, substantial contributor or eployee thereof, a grant selection coittee eber, or to a 35% controlled entity or faily eber of any of these persons? f "Yes," coplete Schedule L, Part Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part V instructions for applicable filing thresholds, conditions, and exceptions): a A current or forer officer, director, trustee, or key eployee? f "Yes," coplete Schedule L, Part V 28a b A faily eber of a current or forer officer, director, trustee, or key eployee? f "Yes," coplete Schedule L, Part V 28b c An entity of which a current or forer officer, director, trustee, or key eployee (or a faily eber thereof) was an officer, director, trustee, or direct or indirect owner? f "Yes," coplete Schedule L, Part V 28c 29 Did the organization receive ore than $25, in non-cash contributions? f "Yes," coplete Schedule M 29 3 Did the organization receive contributions of art, historical treasures, or other siilar assets, or qualified conservation contributions? f "Yes," coplete Schedule M 3 31 Did the organization liquidate, terinate, or dissolve and cease operations? f "Yes," coplete Schedule N, Part Did the organization sell, exchange, dispose of, or transfer ore than 25% of its net assets? f "Yes," coplete Schedule N, Part Did the organization own 1% of an entity disregarded as separate fro the organization under Regulations sections and ? f "Yes," coplete Schedule R, Part Was the organization related to any tax-exept or taxable entity? f "Yes," coplete Schedule R, Parts,, V, and V, line a Did the organization have a controlled entity within the eaning of section 512(b)(13)? 35a b Did the organization receive any payent fro or engage in any transaction with a controlled entity within the eaning of section 512(b)(13)? f "Yes," coplete Schedule R, Part V, line 2 35b 36 Section 51(c)(3) organizations. Did the organization ake any transfers to an exept non-charitable related organization? f "Yes," coplete Schedule R, Part V, line Did the organization conduct ore than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal incoe tax purposes? f "Yes," coplete Schedule R, Part V Did the organization coplete Schedule O and provide explanations in Schedule O for Part V, lines 11 and 19? Note. All For 99 filers are required to coplete Schedule O. 38 For 99 (211) Yes No 1E GN 252 V PAGE 4
6 For 99 (211) Page 5 Part V 1 a b c Stateents Regarding Other RS Filings and Tax Copliance Check if Schedule O contains a response to any question in this Part V Enter the nuber reported in Box 3 of For 196. Enter -- if not applicable 1a Enter the nuber of Fors W-2G included in line 1a. Enter -- if not applicable 1b Did the organization coply with backup withholding rules for reportable payents to vendors and reportable gaing (gabling) winnings to prize winners? 1c 2a Enter the nuber of eployees reported on For W-3, Transittal of Wage and Tax Stateents, filed for the calendar year ending with or within the year covered by this return 2a 31,24 b f at least one is reported on line 2a, did the organization file all required federal eployent tax returns? 2b Note. f the su of lines 1a and 2a is greater than 25, you ay be required to e-file (see instructions) 3a Did the organization have unrelated business gross incoe of $1, or ore during the year? 3a b f "Yes," has it filed a For 99-T for this year? f "No," provide an explanation in Schedule O 3b 4a At any tie during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a b f Yes, enter the nae of the foreign country: See instructions for filing requireents for For TD F , Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any tie during the tax year? 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b c f "Yes" to line 5a or 5b, did the organization file For 8886-T? 5c 6a Does the organization have annual gross receipts that are norally greater than $1,, and did the organization solicit any contributions that were not tax deductible? 6a b f "Yes," did the organization include with every solicitation an express stateent that such contributions or gifts were not tax deductible? 6b 7 Organizations that ay receive deductible contributions under section 17(c). a Did the organization receive a payent in excess of $75 ade partly as a contribution and partly for goods and services provided to the payor? 7a b f "Yes," did the organization notify the donor of the value of the goods or services provided? 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file For 8282? 7c d f "Yes," indicate the nuber of Fors 8282 filed during the year 7d e Did the organization receive any funds, directly or indirectly, to pay preius on a personal benefit contract? 7e f Did the organization, during the year, pay preius, directly or indirectly, on a personal benefit contract? 7f g f the organization received a contribution of qualified intellectual property, did the organization file For 8899 as required? 7g h f the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a For 198-C? 7h 8 Sponsoring organizations aintaining donor advised funds and section 59(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund aintained by a sponsoring organization, have excess business holdings at any tie during the year? 8 9 Sponsoring organizations aintaining donor advised funds. a Did the organization ake any taxable distributions under section 4966? 9a b Did the organization ake a distribution to a donor, donor advisor, or related person? 9b 1 Section 51(c)(7) organizations. Enter: a nitiation fees and capital contributions included on Part V, line 12 1a b Gross receipts, included on For 99, Part V, line 12, for public use of club facilities 1b 11 Section 51(c)(12) organizations. Enter: a Gross incoe fro ebers or shareholders 11a b Gross incoe fro other sources (Do not net aounts due or paid to other sources against aounts due or received fro the.) 11b 12a Section 4947(a)(1) non-exept charitable trusts. s the organization filing For 99 in lieu of For 141? 12a b f "Yes," enter the aount of tax-exept interest received or accrued during the year 12b 13 Section 51(c)(29) qualified nonprofit health insurance issuers. a s the organization licensed to issue qualified health plans in ore than one state? 13a Note. See the instructions for additional inforation the organization ust report on Schedule O. b Enter the aount of reserves the organization is required to aintain by the states in which the organization is licensed to issue qualified health plans 13b c Enter the aount of reserves on hand 13c 14a Did the organization receive any payents for indoor tanning services during the tax year? 14a b f "Yes," has it filed a For 72 to report these payents? f "No," provide an explanation in Schedule O 14b For 99 (211) 2645GN 252 V PAGE 5 1E14 1. AMERCAN NATONAL RED CROSS & TS CONSTTUENT Yes No
7 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Governance, Manageent, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 1b below, describe the circustances, processes, or changes in Schedule O. See instructions. For 99 (211) Page 6 Part V Check if Schedule O contains a response to any question in this Part V Section A. Governing Body and Manageent 1a Enter the nuber of voting ebers of the governing body at the end of the tax year. f there are aterial differences in voting rights aong ebers of the governing body, or if the governing body delegated broad authority to an executive coittee or siilar coittee, explain in Schedule O. b Enter the nuber of voting ebers included in line 1a, above, who are independent 1b 16 2 Did any officer, director, trustee, or key eployee have a faily relationship or a business relationship with any other officer, director, trustee, or key eployee? 2 3 Did the organization delegate control over anageent duties custoarily perfored by or under the direct supervision of officers, directors, or trustees, or key eployees to a anageent copany or other person? 3 4 Did the organization ake any significant changes to its governing docuents since the prior For 99 was filed? 4 5 Did the organization becoe aware during the year of a significant diversion of the organization's assets? 5 6 Did the organization have ebers or stockholders? 6 7a Did the organization have ebers, stockholders, or other persons who had the power to elect or appoint one or ore ebers of the governing body? 7a b Are any governance decisions of the organization reserved to (or subject to approval by) ebers, stockholders, or persons other than the governing body? 7b 8 Did the organization conteporaneously docuent the eetings held or written actions undertaken during the year by the following: a The governing body? 8a b Each coittee with authority to act on behalf of the governing body? 8b 9 s there any officer, director, trustee, or key eployee listed in Part V, Section A, who cannot be reached at the organization's ailing address? f "Yes," provide the naes and addresses in Schedule O 9 Section B. Policies (This Section B requests inforation about policies not required by the nternal Revenue Code.) Yes 1a Did the organization have local chapters, branches, or affiliates? 1a b f "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exept purposes? 1b 11a Has the organization provided a coplete copy of this For 99 to all ebers of its governing body before filing the for? 11a b Describe in Schedule O the process, if any, used by the organization to review this For a Did the organization have a written conflict of interest policy? f "No," go to line 13 12a b Were officers, directors, or trustees, and key eployees required to disclose annually interests that could give rise to conflicts? 12b c Did the organization regularly and consistently onitor and enforce copliance with the policy? f "Yes," describe in Schedule O how this was done 12c a b 16a b Did the organization have a written whistleblower policy? Did the organization have a written docuent retention and destruction policy? Did the process for deterining copensation of the following persons include a review and approval by independent persons, coparability data, and conteporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top anageent official 15a Other officers or key eployees of the organization 15b f "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions.) Did the organization invest in, contribute assets to, or participate in a joint venture or siilar arrangeent with a taxable entity during the year? 16a f "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangeents under applicable federal tax law, and take steps to safeguard the organization's exept status with respect to such arrangeents? Section C. Disclosure List the states with which a copy of this For 99 is required to be filed Section 614 requires an organization to ake its Fors 123 (or 124 if applicable), 99, and 99-T (Section 51(c)(3)s only) available for public inspection. ndicate how you ade these available. Check all that apply. Own website Another's website Upon request 19 Describe in Schedule O whether (and if so, how), the organization ade its governing docuents, conflict of interest policy, and financial stateents available to the public during the tax year. 2 State the nae, physical address, and telephone nuber of the person who possesses the books and records of the organization: JENNFER HAWKNS 43 17TH STREET NW WASHNGTON, DC For 99 (211) 1E GN 252 V PAGE 6 1a 17 16b Yes No No
8 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Copensation of Officers, Directors, Trustees, Key Eployees, Highest Copensated Eployees, and ndependent Contractors Check if Schedule O contains a response to any question in this Part V Officers, Directors, Trustees, Key Eployees, and Highest Copensated Eployees For 99 (211) Page 7 Part V Section A. 1a Coplete this table for all persons required to be listed. Report copensation for the calendar year ending with or within the organization's tax year. % % List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of aount of copensation. Enter -- in coluns (D), (E), and (F) if no copensation was paid. List all of the organization's current key eployees, if any. See instructions for definition of "key eployee." List the organization's five current highest copensated eployees (other than an officer, director, trustee, or key eployee) who received reportable copensation (Box 5 of For W-2 and/or Box 7 of For 199-MSC) of ore than $1, fro the organization and any related organizations. % % List all of the organization's forer officers, key eployees, and highest copensated eployees who received ore than $1, of reportable copensation fro the organization and any related organizations. List all of the organization's forer directors or trustees that received, in the capacity as a forer director or trustee of the organization, ore than $1, of reportable copensation fro the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key eployees; highest copensated eployees; and forer such persons. Check this box if neither the organization nor any related organization copensated any current officer, director, or trustee. (A) (B) (C) (D) (E) (F) Nae and Title Average hours per week (describe hours for related organizations in Schedule O) Position (do not check ore than one box, unless person is both an officer and a director/trustee) ndividual trustee or director nstitutional trustee Officer Key eployee Highest copensated eployee Forer Reportable copensation fro the organization (W-2/199-MSC) Reportable copensation fro related organizations (W-2/199-MSC) Estiated aount of other copensation fro the organization and related organizations (1) (2) (3) (4) (5) (6) (7) (8) (9) (1) (11) (12) (13) (14) 1E BONNE MCELVEEN-HUNTER BOARD MEMBER 15. GAL MCGOVERN PRESDENT AND CEO , ,386. CESAR A. ARSTEGUETA BOARD MEMBER 5. PAULA E. BOGGS BOARD MEMBER 4. RCHARD K. DAVS BOARD MEMBER 4. RCHARD FOUNTAN BOARD MEMBER 3. ALLAN. GOLDBERG BOARD MEMBER 6. ANN F. KAPLAN BOARD MEMBER 4. JAMES W. KEYES BOARD MEMBER 5. JUDTH MCGRATH BOARD MEMBER 4. YOUNGME E. MOON BOARD MEMBER 3. SUZANNE NORA JOHNSON BOARD MEMBER 5. RCHARD C. PATTON BOARD MEMBER 4. LAURENCE E. PAUL BOARD MEMBER 5. For 99 (211) 2645GN 252 V PAGE 7
9 AMERCAN NATONAL RED CROSS & TS CONSTTUENT For 99 (211) Page 8 Part V Section A. Officers, Directors, Trustees, Key Eployees, and Highest Copensated Eployees (continued) (A) (B) (C) (D) (E) (F) Nae and title Average hours per week (describe hours for related organizations in Schedule O) Position (do not check ore than one box, unless person is both an officer and a director/trustee) ndividual trustee or director nstitutional trustee Officer Key eployee Highest copensated eployee Forer Reportable copensation fro the organization (W-2/199-MSC) Reportable copensation fro related organizations (W-2/199-MSC) 1b Sub-total c Total fro continuation sheets to Part V, Section A d Total (add lines 1b and 1c) 2 Total nuber of individuals (including but not liited to those listed above) who received ore than $1, of reportable copensation fro the organization Did the organization list any forer officer, director, or trustee, key eployee, or highest copensated eployee on line 1a? f "Yes," coplete Schedule J for such individual 3 4 For any individual listed on line 1a, is the su of reportable copensation and other copensation fro the organization and related organizations greater than $15,? f Yes, coplete Schedule J for such individual 4 5 Did any person listed on line 1a receive or accrue copensation fro any unrelated organization or individual for services rendered to the organization? f Yes, coplete Schedule J for such person 5 Section B. ndependent Contractors 1 Coplete this table for your five highest copensated independent contractors that received ore than $1, of copensation fro the organization. Report copensation for the calendar year ending with or within the organization's tax year. Estiated aount of other copensation fro the organization and related organizations ( 15) JOSEPH B. PERELES BOARD MEMBER 6. ( 16) JOSUE ROBLES, JR. BOARD MEMBER 4. ( 17) MELANE R. SABELHAUS BOARD MEMBER 6. ( 18) H. MARSHALL SCHWARZ BOARD MEMBER 4. ( 19) WLLAM S. SMON BOARD MEMBER 4. ( 2) STEVEN H. WUNNNG BOARD MEMBER 6. ( 21) BRAN RHOA CHEF FNANCAL OFFCER , ,142. ( 22) MARY ELCANO GENERAL COUNSEL & CORP SCR ,486. 5,27. ( 23) DALE BATEMAN SVP & CHEF AUDT EECUTVE ,4. 44,148. ( 24) GERALD DEFRANCSCO PRESDENT, HUMANTARAN SRV , ,158. ( 25) SHAUN GLMORE PRESDENT, BOMEDCAL SERVCES ,. 49, , ,386. 5,49,9. 84,158. 5,64, ,544. Yes No ATTACHMENT 3 (A) Nae and business address (B) Description of services (C) Copensation 2 Total nuber of independent contractors (including but not liited to those listed above) who received ore than $1, in copensation fro the organization 363 1E For 99 (211) 2645GN 252 V PAGE 8
10 AMERCAN NATONAL RED CROSS & TS CONSTTUENT For 99 (211) Page 8 Part V Section A. Officers, Directors, Trustees, Key Eployees, and Highest Copensated Eployees (continued) (A) (B) (C) (D) (E) (F) Nae and title Average hours per week (describe hours for related organizations in Schedule O) Position (do not check ore than one box, unless person is both an officer and a director/trustee) ndividual trustee or director nstitutional trustee Officer Key eployee Highest copensated eployee Forer Reportable copensation fro the organization (W-2/199-MSC) Reportable copensation fro related organizations (W-2/199-MSC) Estiated aount of other copensation fro the organization and related organizations ( 26) J. CHRS HROUDA EECUTVE VP, BOMEDCAL SRV ,81. 9,42. ( 27) MELSSA HURST CHEF HUMAN RESOURCES OFFCER , ,52. ( 28) NEAL LTVACK CHEF DEVELOPMENT OFFCER ,. 41,122. ( 29) CHRSTNA SAMSON CHEF NVESTMENT OFFCER 6. 34, ,884. ( 3) GREG BALLSH SVP, BOMEDCAL SERVCES , ,657. ( 31) KATHRYN WALDMAN SVP, QUALTY AND REG AFFARS , ,134. ( 32) WLLAM MOORE SVP, BOMEDCAL SERVCES ,917. 5,899. ( 33) ELZABETH O'NEL DVP, BOMEDCAL SERVCES , ,598. ( 34) SUZANNE DEFRANCS CHEF PUBLC AFFARS OFFCER ,13. 51,14. 1b Sub-total c Total fro continuation sheets to Part V, Section A d Total (add lines 1b and 1c) 2 Total nuber of individuals (including but not liited to those listed above) who received ore than $1, of reportable copensation fro the organization Did the organization list any forer officer, director, or trustee, key eployee, or highest copensated eployee on line 1a? f "Yes," coplete Schedule J for such individual 3 4 For any individual listed on line 1a, is the su of reportable copensation and other copensation fro the organization and related organizations greater than $15,? f Yes, coplete Schedule J for such individual 4 5 Did any person listed on line 1a receive or accrue copensation fro any unrelated organization or individual for services rendered to the organization? f Yes, coplete Schedule J for such person 5 Section B. ndependent Contractors 1 Coplete this table for your five highest copensated independent contractors that received ore than $1, of copensation fro the organization. Report copensation for the calendar year ending with or within the organization's tax year. Yes No (A) Nae and business address (B) Description of services (C) Copensation 2 Total nuber of independent contractors (including but not liited to those listed above) who received ore than $1, in copensation fro the organization 1E For 99 (211) 2645GN 252 V PAGE 9
11 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Stateent of Revenue For 99 (211) Page 9 Part V Contributions, Gifts, Grants and Other Siilar Aounts Progra Service Revenue Other Revenue 1a b c d e f g h 2a b c d e f g 6a b c d 7a b and sales expenses 269,54,77. 3,527,14. c Gain or (loss) 11,553, ,869. d Net gain or (loss) 8a b c 9a b c 1a b c 11a b c Federated capaigns Mebership dues Fundraising events Related organizations Governent grants (contributions) All other contributions, gifts, grants, and siilar aounts not included above 1f 562,399,3. Noncash contributions included in lines 1a-1f: $ 27,36,278. Total. Add lines 1a-1f Business Code d All other revenue e Total. Add lines 11a-11d 12 Total revenue. See instructions 1E a 1b 1c 1d 1e All other progra service revenue Total. Add lines 2a-2f nvestent incoe (including dividends, interest, and other siilar aounts) ncoe fro investent of tax-exept bond proceeds Royalties Gross rents (i) Real (ii) Personal Less: rental expenses 5,592,36. Rental incoe or (loss) 11,295,514. Net rental incoe or (loss) Gross aount fro sales of (i) Securities (ii) Other assets other than inventory 281,58,. 4,463,883. Less: cost or other basis Gross incoe fro fundraising events (not including $ of contributions reported on line 1c). See Part V, line 18 a 11,491,685. Less: direct expenses b 1,471,12. Net incoe or (loss) fro fundraising events Gross incoe fro gaing activities. See Part V, line 19 a 572,357. Less: direct expenses b 494,1. Net incoe or (loss) fro gaing activities Gross sales of inventory, less returns and allowances a Less: cost of goods sold b Net incoe or (loss) fro sales of inventory Miscellaneous Revenue Business Code 1,226, ,69,43. 55,495,521. (A) Total revenue 741,19,737. (B) Related or exept function revenue BOMEDCAL PRODUCTS & SERVCES ,153,87,39. 2,153,87,39. OTHER PRODUCTS & SERVCES ,876, ,876, ,69,43. 16,887,55. 2,29,746,478. PENSON PLAN DEFERRED REVENUE RECOGNZED ,547,52. 52,547,52. (C) Unrelated business revenue (D) Revenue excluded fro tax under sections 512, 513, or ,546, ,546, ,295,514. 3,756,552. 7,538, ,49, ,49,792. 1,2,673. 1,2, , ,257. PARTNERSHP & S-CORP LOSS 999-1,378,24. -1,378,24. 51,169,28. 3,154,538,43. 2,343,293,53. 2,378, ,675,248. For 99 (211) 2645GN 252 V PAGE 1
12 For 99 (211) AMERCAN NATONAL RED CROSS & TS CONSTTUENT Page 1 Part Stateent of Functional Expenses Section 51(c)(3) and 51(c)(4) organizations ust coplete all coluns. All other organizations ust coplete colun (A) but are not required to coplete coluns (B), (C), and (D). Check if Schedule O contains a response to any question in this Part Do not include aounts reported on lines 6b, (A) (B) (C) (D) Total expenses Progra service Manageent and Fundraising 7b, 8b, 9b, and 1b of Part V. expenses general expenses expenses 1 2 Grants and other assistance to governents and organizations in the United States. See Part V, line 2 1 Grants and other assistance to individuals in the United States. See Part V, line Grants and other assistance to governents, organizations, and individuals outside the United States. See Part V, lines 15 and Benefits paid to or for ebers 5 Copensation of current officers, directors, trustees, and key eployees 6 Copensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan accruals and contributions (include section 41(k) and 43(b) eployer contributions) 9 Other eployee benefits a b c d e f g a b c d e Payroll taxes Fees for services (non-eployees): Manageent Legal Accounting Lobbying Professional fundraising services. See Part V, line 1 7 nvestent anageent fees Other Advertising and prootion Office expenses nforation technology Royalties Occupancy Travel Payents of travel or entertainent expenses for any federal, state, or local public officials Conferences, conventions, and eetings nterest Payents to affiliates Depreciation, depletion, and aortization nsurance Other expenses. teize expenses not covered above (List iscellaneous expenses in line 24e. f line 24e aount exceeds 1% of line 25, colun (A) aount, list line 24e expenses on Schedule O.) 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Coplete this line only if the organization reported in colun (B) joint costs fro a cobined educational capaign and fundraising solicitation. Check here if following SOP 98-2 (ASC ) For 99 (211) 1E ,641,38. 65,641, ,819,. 146,819,. 4,647,35. 4,282, ,661. 1,318,857,177. 1,178,223,66. 7,179,454. 7,454, ,666, ,268,414. 2,266,152. 3,131, ,896, ,619,89. 1,826,5. 13,451,128. 9,333,5. 75,262,941. 1,335,45. 4,735,19. 1,356,733. 1,268, , ,419. 4,141,346. 3,882,37. 69, ,258. 4,988,4. 3,426, ,81. 1,26, , ,234. 3,413. 8, ,66. 31, ,526, ,627, ,79. 44,91, ,581,289. 2,511,446. 1,348. 1,68, ,919, ,253, ,33. 5,327, ,74,65. 35,319, , ,271. 9,586,14. 62,863, ,72,225. 3,2, ,699,429. 6,913,962. 2,687,265. 5,98,22. 6,388,84. 5,794, , , ,782, ,574, , , ,924,56. 74,48,726. 1,918,816. 2,596, ,499, ,95, ,795. 1,862,357. BOMEDCAL PROGRAM SUPPLES 467,54,8. 466,455, , ,997. OTHER PROGRAM SUPPLES AND M 84,286,61. 8,33,933. 3,484, ,969. MNOR EQUPMENT PURCHASES 52,789, ,19,53. 5, ,71. OTHER ASSSTANCE 11,564,363. 8,98, ,2. 2,79,716. All other expenses 8,85,466. 8,85,466. 3,329,153,77. 3,21,492, ,255, ,45, GN 252 V PAGE 11
13 AMERCAN NATONAL RED CROSS & TS CONSTTUENT For 99 (211) Page 11 Part Balance Sheet Assets Liabilities Net Assets or Fund Balances Cash - non-interest-bearing Savings and teporary cash investents Pledges and grants receivable, net Accounts receivable, net Receivables fro current and forer officers, directors, trustees, key eployees, and highest copensated eployees. Coplete Part of Schedule L Receivables fro other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing eployers and sponsoring organizations of section 51(c)(9) voluntary eployees' beneficiary organizations (see instructions) Notes and loans receivable, net nventories for sale or use Prepaid expenses and deferred charges a Land, buildings, and equipent: cost or b other basis. Coplete Part V of Schedule D 1a Less: accuulated depreciation 1b nvestents - publicly traded securities nvestents - other securities. See Part V, line 11 nvestents - progra-related. See Part V, line 11 ntangible assets Other assets. See Part V, line 11 Total assets. Add lines 1 through 15 (ust equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exept bond liabilities (A) Beginning of year (B) End of year 372,661, ,855,4. 81,11, ,43, ,94, ,871, ,4, ,517, ,381, ,671, ,876, ,16, ,336,43. 1,77,944,914. 1c 1,5,792, ,89, ,697, ,77, ,153, ,943,. 15 4,253,578, ,777,96, ,218, ,12, ,45, ,736, Escrow or custodial account liability. Coplete Part V of Schedule D Payables to current and forer officers, directors, trustees, key eployees, highest copensated eployees, and disqualified persons. Coplete Part of Schedule L 22 Secured ortgages and notes payable to unrelated third parties 561, ,51. Unsecured notes and loans payable to unrelated third parties 338,414, ,347,384. Other liabilities (including federal incoe tax, payables to related third parties, and other liabilities not included on lines 17-24). Coplete Part of Schedule D 1,155,54, ,348,367,341. Total liabilities. Add lines 17 through 25 2,61,654, ,182,737,621. and coplete Organizations that follow SFAS 117, check here lines 27 through 29, and lines 33 and 34. Unrestricted net assets Teporarily restricted net assets Peranently restricted net assets Organizations that do not follow SFAS 117, check here coplete lines 3 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipent fund Retained earnings, endowent, accuulated incoe, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances and 655,18, ,686, ,138, ,513, ,767, ,22,885. 2,191,924,285. 4,253,578, ,595,222,45. 3,777,96,71. For 99 (211) 1E GN 252 V PAGE 12
14 For 99 (211) Page 12 Part Reconciliation of Net Assets Check if Schedule O contains a response to any question in this Part 1 Total revenue (ust equal Part V, colun (A), line 12) 1 3,154,538,43. 2 Total expenses (ust equal Part, colun (A), line 25) 2 3,329,153,77. 3 Revenue less expenses. Subtract line 2 fro line ,615, Net assets or fund balances at beginning of year (ust equal Part, line 33, colun (A)) 4 2,191,924, Other changes in net assets or fund balances (explain in Schedule O) 5-422,86, Net assets or fund balances at end of year. Cobine lines 3, 4, and 5 (ust equal Part, line 33, colun (B)) 6 1,595,222,45. Part Financial Stateents and Reporting Check if Schedule O contains a response to any question in this Part Yes No 1 Accounting ethod used to prepare the For 99: Cash Accrual Other f the organization changed its ethod of accounting fro a prior year or checked "Other," explain in Schedule O. 2a Were the organization's financial stateents copiled or reviewed by an independent accountant? b Were the organization's financial stateents audited by an independent accountant? c f "Yes" to line 2a or 2b, does the organization have a coittee that assues responsibility for oversight of the audit, review, or copilation of its financial stateents and selection of an independent accountant? f the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. d f "Yes" to line 2a or 2b, check a box below to indicate whether the financial stateents for the year were issued on a separate basis, consolidated basis, or both: 3a b AMERCAN NATONAL RED CROSS & TS CONSTTUENT Separate basis Consolidated basis Both consolidated and separate basis As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? f "Yes," did the organization undergo the required audit or audits? f the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits 2a 2b 2c 3a 3b For 99 (211) 1E GN 252 V PAGE 13
15 SCHEDULE A (For 99 or 99-EZ) Departent of the Treasury nternal Revenue Service Public Charity Status and Public Support Coplete if the organization is a section 51(c)(3) organization or a section 4947(a)(1) nonexept charitable trust. Attach to For 99 or For 99-EZ. See separate instructions. OMB No À¾µµ Open to Public nspection Nae of the organization AMERCAN NATONAL RED CROSS & TS CONSTTUENT CHAPTERS AND BRANCHES Eployer identification nuber Part Reason for Public Charity Status (All organizations ust coplete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) A church, convention of churches, or association of churches described in section 17(b)(1)(A)(i). A school described in section 17(b)(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization described in section 17(b)(1)(A)(iii). A edical research organization operated in conjunction with a hospital described in section 17(b)(1)(A)(iii). Enter the hospital's nae, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governental unit described in section 17(b)(1)(A)(iv). (Coplete Part.) A federal, state, or local governent or governental unit described in section 17(b)(1)(A)(v). An organization that norally receives a substantial part of its support fro a governental unit or fro the general public described in section 17(b)(1)(A)(vi). (Coplete Part.) A counity trust described in section 17(b)(1)(A)(vi). (Coplete Part.) An organization that norally receives: (1) ore than 3 31/3 % of its support fro contributions, ebership fees, and gross receipts fro activities related to its exept functions - subject to certain exceptions, and (2) no ore than 3 31/3% of its support fro gross investent incoe and unrelated business taxable incoe (less section 511 tax) fro businesses acquired by the organization after June 3, See section 59(a)(2). (Coplete Part.) An organization organized and operated exclusively to test for public safety. See section 59(a)(4). An organization organized and operated exclusively for the benefit of, to perfor the functions of, or to carry out the purposes of one or ore publicly supported organizations described in section 59(a)(1) or section 59(a)(2). See section 59(a)(3). Check the box that describes the type of supporting organization and coplete lines 11e through 11h. a Type b Type c Type - Functionally integrated d Type - Other e By checking this box, certify that the organization is not controlled directly or indirectly by one or ore disqualified persons other than foundation anagers and other than one or ore publicly supported organizations described in section 59(a)(1) or section 59(a)(2). f f the organization received a written deterination fro the RS that it is a Type, Type, or Type supporting organization, check this box g Since August 17, 26, has the organization accepted any gift or contribution fro any of the following 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 body of the supported organization? 11g(i) (ii) A faily eber of a person described in (i) above? 11g(ii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? 11g(iii) h Provide the following inforation about the supported organization(s). (A) (i) Nae of supported organization (ii) EN (iii) Type of organization (described on lines 1-9 above or RC section (see instructions)) (iv) s the (v) Did you notify (vi) s the organization in the organization organization in col. (i) listed in in col. (i) of col. (i) organized your governing docuent? your support? in the U.S.? Yes No Yes No Yes No (vii) Aount of support (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the nstructions for For 99 or 99-EZ. Schedule A (For 99 or 99-EZ) 211 1E GN 252 V PAGE 14
16 Schedule A (For 99 or 99-EZ) 211 Page 2 Part Support Schedule for Organizations Described in Sections 17(b)(1)(A)(iv) and 17(b)(1)(A)(vi) (Coplete only if you checked the box on line 5, 7, or 8 of Part or if the organization failed to qualify under Part. f the organization fails to qualify under the tests listed below, please coplete Part.) Section A. Public Support Calendar year (or fiscal year beginning in) (a) 27 (b) 28 (c) 29 (d) 21 (e) 211 (f) Total 1 Gifts, grants, contributions, and ebership fees received. (Do not include any "unusual grants.") 727,256, ,911,223. 1,138,134,583. 1,13,873, ,19,737. 4,336,366, Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governental unit to the organization without charge 4 Total. Add lines 1 through 3 727,256, ,911,223. 1,138,134,583. 1,13,873, ,19,737. 4,336,366, The portion of total contributions by each person (other than a governental unit or publicly supported organization) included on line 1 that exceeds 2% of the aount shown on line 11, colun (f) 6 Public support. Subtract line 5 fro line 4. Section B. Total Support 7 Aounts fro line 4 8 Gross incoe fro interest, dividends, payents received on securities loans, rents, royalties and incoe fro siilar sources Calendar year (or fiscal year beginning in) AMERCAN NATONAL RED CROSS & TS CONSTTUENT ,336,366,349. (a) 27 (b) 28 (c) 29 (d) 21 (e) 211 (f) Total 727,256, ,911,223. 1,138,134,583. 1,13,873, ,19,737. 4,336,366, ,538, ,88, ,294,89. 49,645, ,546, ,113,78. 9 Net incoe fro unrelated business activities, whether or not the business is regularly carried on 2,613,2. 2,378,528. 4,991, Other incoe. Do not include gain or loss fro the sale of capital assets (Explain in Part V.) ATCH 1 4,348,9. 7,554,42. 18,712, ,63, ,64,41. 58,282, Total support. Add lines 7 through 1 4,714,754, Gross receipts fro related activities, etc. (see instructions) 12 11,985,15, First five years. f the For 99 is for the organization's first, second, third, fourth, or fifth tax year as a section 51(c)(3) organization, check this box and stop here Section C. Coputation of Public Support Percentage 14 Public support percentage for 211 (line 6, colun (f) divided by line 11, colun (f)) % 15 Public support percentage fro 21 Schedule A, Part, line % 16a 331/3 % support test f the organization did not check the box on line 13, and line 14 is 3 31/3 % or ore, check this box and stop here. The organization qualifies as a publicly supported organization b 331/3 % support test f the organization did not check a box on line 13 or 16a, and line 15 is 3 31/3 % or ore, check this box and stop here. The organization qualifies as a publicly supported organization 17a 1%-facts-and-circustances test f the organization did not check a box on line 13, 16a, or 16b, and line 14 is 1% or ore, and if the organization eets the "facts-and-circustances" test, check this box and stop here. Explain in Part V how the organization eets the "facts-and-circustances test. The organization qualifies as a publicly supported organization b 1%-facts-and-circustances test f the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 1% or ore, and if the organization eets the "facts-and-circustances" test, check this box and stop here. Explain in Part V how the organzation eets the "facts-and-circustances" test. The organization qualifies as a publicly supported organization 18 Private foundation. f the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (For 99 or 99-EZ) 211 1E GN 252 V PAGE 15
17 Schedule A (For 99 or 99-EZ) 211 Page 3 Part Support Schedule for Organizations Described in Section 59(a)(2) (Coplete only if you checked the box on line 9 of Part or if the organization failed to qualify under Part. f the organization fails to qualify under the tests listed below, please coplete Part.) Section A. Public Support Calendar year (or fiscal year beginning in) (a) 1 Gifts, grants, contributions, and ebership fees received. (Do not include any "unusual grants.") 2 Gross receipts fro adissions, erchandise sold or services perfored, or facilities furnished in any activity that is related to the organization's tax-exept purpose 3 Gross receipts fro activities that are not an unrelated trade or business under section Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governental unit to the organization without charge 6 Total. Add lines 1 through 5 7a Aounts included on lines 1, 2, and 3 received fro disqualified persons b Aounts included on lines 2 and 3 received fro other than disqualified persons that exceed the greater of $5, or 1% of the aount on line 13 for the year 27 (b) 28 (c) 29 (d) 21 (e) 211 (f) Total c Add lines 7a and 7b 8 Public support (Subtract line 7c fro line 6.) Section B. Total Support Calendar year (or fiscal year beginning in) (a) 27 (b) 28 (c) 29 (d) 21 (e) 211 (f) Total 9 Aounts fro line 6 1a Gross incoe fro interest, dividends, payents received on securities loans, rents, royalties and incoe fro siilar sources b Unrelated business taxable incoe (less section 511 taxes) fro businesses acquired after June 3, 1975 c Add lines 1a and 1b 11 Net incoe fro unrelated business activities not included in line 1b, whether or not the business is regularly carried on 12 Other incoe. Do not include gain or loss fro the sale of capital assets (Explain in Part V.) 13 Total support. (Add lines 9, 1c, 11, and 12.) 14 First five years. f the For 99 is for the organization's first, second, third, fourth, or fifth tax year as a section 51(c)(3) organization, check this box and stop here Section C. Coputation of Public Support Percentage 15 Public support percentage for 211 (line 8, colun (f) divided by line 13, colun (f)) 16 Public support percentage fro 21 Schedule A, Part, line 15 Section D. Coputation of nvestent ncoe Percentage b AMERCAN NATONAL RED CROSS & TS CONSTTUENT nvestent incoe percentage for 211 (line 1c, colun (f) divided by line 13, colun (f)) nvestent incoe percentage fro 21 Schedule A, Part, line 17 19a 331/3 % support tests f the organization did not check the box on line 14, and line 15 is ore than 3 31/3 %, and line 17 is not ore than 3 31/3 %, check this box and stop here. The organization qualifies as a publicly supported organization 331/3 % support tests f the organization did not check a box on line 14 or line 19a, and line 16 is ore than 3 31/3 %, and line 18 is not ore than 3 31/3 %, check this box and stop here. The organization qualifies as a publicly supported organization 2 Private foundation. f the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (For 99 or 99-EZ) 211 1E GN 252 V PAGE % % % %
18 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Schedule A (For 99 or 99-EZ) 211 Page 4 Part V Suppleental nforation. Coplete this part to provide the explanations required by Part, line 1; Part, line 17a or 17b; and Part, line 12. Also coplete this part for any additional inforation. (See instructions). ATTACHMENT 1 SCHEDULE A, PART - OTHER NCOME DESCRPTON TOTAL MSCELLANEOUS 4,348,9. 7,554,42. 18,712, ,63, ,64,41. 58,282,923. TOTALS 4,348,9. 7,554,42. 18,712, ,63, ,64,41. 58,282,923. Schedule A (For 99 or 99-EZ) 211 1E GN 252 V PAGE 17
19 SCHEDULE C Political Capaign and Lobbying Activities OMB No (For 99 or 99-EZ) For Organizations Exept Fro ncoe Tax Under section 51(c) and section 527 À¾µµ Coplete if the organization is described below. Attach to For 99 or For 99-EZ. Open Departent of the Treasury nternal Revenue Service See separate instructions. nspection % % f the organization answered "Yes" to For 99, Part V, line 3, or For 99-EZ, Part V, line 46 (Political Capaign Activities), then Section 51(c)(3) organizations: Coplete Parts -A and B. Do not coplete Part -C. Section 51(c) (other than section 51(c)(3)) organizations: Coplete Parts -A and C below. Do not coplete Part -B. Section 527 organizations: Coplete Part -A only. to Public f the organization answered "Yes" to For 99, Part V, line 4, or For 99-EZ, Part V, line 47 (Lobbying Activities), then % Section 51(c)(3) organizations that have filed For 5768 (election under section 51(h)): Coplete Part -A. Do not coplete Part -B. Section 51(c)(3) organizations that have NOT filed For 5768 (election under section 51(h)): Coplete Part -B. Do not coplete Part -A. f the % organization answered "Yes" to For 99, Part V, line 5 (Proxy Tax) or For 99-EZ, Part V, line 35c (Proxy Tax), then Section 51(c)(4), (5), or (6) organizations: Coplete Part. Nae of organization Eployer identification nuber AMERCAN NATONAL RED CROSS & TS CONSTTUENT CHAPTERS AND BRANCHES Part -A Coplete if the organization is exept under section 51(c) or is a section 527 organization. 1 Provide a description of the organization's direct and indirect political capaign activities in Part V. 2 Political expenditures $ 3 Volunteer hours $ $ Part 4 -B Coplete if the organization is exept under section 51(c)(3). 1 Enter the aount of any excise tax incurred by the organization under section Enter the aount of any excise tax incurred by organization anagers under section f the organization incurred a section 4955 tax, did it file For 472 for this year? Yes No 4 a Was a correction ade? Yes No b f "Yes," describe in Part V. Part -C Coplete if the organization is exept under section 51(c), except section 51(c)(3). 1 Enter the aount directly expended by the filing organization for section 527 exept function activities $ 2 Enter the aount of the filing organization's funds contributed to other organizations for section 527 exept function activities $ 3 Total exept function expenditures. Add lines 1 and 2. Enter here and on For 112-POL, line 17b $ 4 Did the filing organization file For 112-POL for this year? Yes No 5 Enter the naes, addresses and eployer identification nuber (EN) of all section 527 political organizations to which the filing organization ade payents. For each organization listed, enter the aount paid fro the filing organization's funds. Also enter the aount of political contributions received that were proptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action coittee (PAC). f additional space is needed, provide inforation in Part V. (1) (a) Nae (b) Address (c) EN (d) Aount paid fro filing organization's funds. f none, enter --. (e) Aount of political contributions received and proptly and directly delivered to a separate political organization. f none, enter --. (2) (3) (4) (5) (6) For Paperwork Reduction Act Notice, see the nstructions for For 99 or 99-EZ. Schedule C (For 99 or 99-EZ) 211 1E GN 252 V PAGE 18
20 Schedule C (For 99 or 99-EZ) 211 AMERCAN NATONAL RED CROSS & TS CONSTTUENT Part -A Coplete if the organization is exept under section 51(c)(3) and filed For 5768 (election under section 51(h)). A Check if the filing organization belongs to an affiliated group (and list in Part V each affiliated group eber's nae, address, EN, expenses, and share of excess lobbying expenditures). B Check if the filing organization checked box A and "liited control" provisions apply. 1 a b c d e f g h i j Liits on Lobbying Expenditures (The ter "expenditures" eans aounts paid or incurred.) Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exept purpose expenditures Total exept purpose expenditures (add lines 1c and 1d) Lobbying nontaxable aount. Enter the aount fro the following table in both coluns. f the aount on line 1e, colun (a) or (b) is: The lobbying nontaxable aount is: Not over $5, Over $5, but not over $1,, Over $1,, but not over $1,5, Over $1,5, but not over $17,, 2% of the aount on line 1e. $1, plus 15% of the excess over $5,. $175, plus 1% of the excess over $1,,. $225, plus 5% of the excess over $1,5,. (a) Filing organization's totals Over $17,, $1,,. Grassroots nontaxable aount (enter 25% of line 1f) Subtract line 1g fro line 1a. f zero or less, enter -- Subtract line 1f fro line 1c. f zero or less, enter -- f there is an aount other than zero on either line 1h or line 1i, did the organization file For 472 reporting section 4911 tax for this year? 4-Year Averaging Period Under Section 51(h) (Soe organizations that ade a section 51(h) election do not have to coplete all of the five coluns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4-Year Averaging Period (b) Affiliated group totals Yes Page 2 No Calendar year (or fiscal year beginning in) (a) 28 (b) 29 (c) 21 (d) 211 (e) Total 2 a Lobbying nontaxable aount b Lobbying ceiling aount (15% of line 2a, colun (e)) c Total lobbying expenditures d Grassroots nontaxable aount e Grassroots ceiling aount (15% of line 2d, colun (e)) f Grassroots lobbying expenditures Schedule C (For 99 or 99-EZ) 211 1E GN 252 V PAGE 19
AMERICAN CANCER SOCIETY INC, NEW ENGLAND DIVISION INC. FORM 990 TAX YEAR 2009
AMERCAN CANCER SOCETY NC, NEW ENGLAND DVSON NC. FORM 990 TA YEAR 2009 For ½½ Return of Organization Exept Fro ncoe Tax Under section 501(c), 527, or 4947(a)(1) of the nternal Revenue Code (except lack
Return of Organization Exempt From ncome Tax OMB No. 1545-47 Form Under section 51(c), 527, or 4947(a)(1) of the nternal Revenue Code (except private foundations) 99 À¾µ Do not enter Social Security numbers
MARCH OF DIMES FOUNDATION FORM 990 TAX YEAR 2014
MARCH OF DMES FOUNDATON FORM 99 TA YEAR 4 OMB. 545-47 Return of Organization Exept Fro ncoe Tax For 99 Under section 5(c), 57, or 4947(a)() of the nternal Revenue Code (except private foundations) À¾µ