Short Form Return of Organization Exempt From Income Tax

Transcription

1 Form 990" EZ Short Form Return of Organization Exempt From Inome Tax Uner setion 501(), 527, or 4947(a)(1) of the Internal Revenue Coe (exept private founations) OMB No rnl L fv ts^v Department of the Treasury Internal Revenue Servie Do not enter soial seurity numers on this form as it may e mae puli. Information aout Form 990-EZ an its instrutions is at A For the 2014 alenar year, or tax year eginning, 2014, an B Chek if appliale C Name of organization q Aress hange Creit Union Exeutive Soiety Rok y Mountain Counil q Name hange Numer an street (or P 0 ox, if mail is not elivere to street aress) Rot q Initial return q Final returntermmate q Amene return % C M Litzau, 5005 West 60th Avenue City or town, state or provine, ountry, an ZIP or foreign postal oe,20 D Employer ientifiation numer E Telephone numer -^ F Group Exemption Numer G Aounting Metho 0 Cash U Arual Other (speify) H Chek q if the organization is not I Wesite : require to attah Sheule B J Tax- exempt status (hek only one) - q 501 ( )(3 ) (insert no ) q 4947 (a )( 1 ) or 0527 (Form 990, 990-EZ, or 990-PF). K Form of organization q Corporation q Trust q Assoiation q Other L Ao lines 5, 6, an 7 to line 9 to etermine gross reeipts If gross reeipts are $200,000 or more, or if total assets (Part II, olumn (B) elow) are $500,000 or more, file Form 990 instea of Form 990-EZ $ Ki^ Revenue, Expenses, an Changes in Net Assets or Fun Balanes (see the instrutions for Part I) Chek if the oraanization use Sheule 0 to respon to any question in this Part I. El 1 Contriutions, gifts, grants, an similar amounts reeive Program servie revenue inluing government fees an ontrats Memership ues an assessments. 3 4 Investment inome a Gross amount from sale of assets other than inventory... 5a Less: ost or other asis an sales expenses 5 Gain or (loss) from sale of assets other than inventory (Sutrat line 5 from line 5a) Gaming an funraising events - a Gross inome from gaming (attah Sheule G if greater than $15,000 ).. 6a Gross inome from funraising events (not inluing $ of ontriutions from funraising events reporte on line 1) (attah Sheule G if the sum of suh gross inome an ontriutions exees $15,000) 6 Less' iret expenses from gaming an funraising events 6 Net inome or (loss) from gaming an funraising events (a lines 6a an 6 an sutrat fine 6) I 7a Gross sales of inventory, less returns an ^^^,11J Less- ost of goos sol Gross profit or (loss) from sales of inventor trat line 7-froYR he 7 7, 8 Other revenue (esrie in Sheule O). "A^ Total revenue. A lines 1, 2, 3, 4, 5, 6, 7Vra`i1 8 ^ Grants an similar amounts pai (list in She u e - C. k Benefits pai to or for memers 11 N 12 Salaries, other ompensation, an employee e s 12 OC 13 Professional fees an other payments to inepenent ontrators Oupany, rent, utilities, an maintenane. 14 W 15 Printing, puliations, postage, an shipping Other expenses (esrie in Sheule 0) Total expenses. A lines 10 throu g h Exess or (efiit) for the year (Sutrat line 17 from line 9) y 19 Net assets or fun alanes at eginning of year (from line 27, olumn (A)) (must agree with en-of-year figure reporte on prior year's return ) Other hanges in net assets or fun alanes (explain in Sheule 0) Z 21 Net assets or fun ala nes at en of year Comine lines 18 throu g h For Paperwork Reution At Notie, see the separate instrutions. Cat No Form 990-EZ (2014) 6

2 Form EZ (2014) Page 2 Balane Sheets (see the instrutions for Part II) Chek if the org anization use Sheule O to respon to an y question in this Part II. q (A) Beginning of year ( B) En of year 22 Cash, savings, an investments Lan an uilings Other assets (esrie in Sheule 0 ) Total assets Total liailities (esrie in Sheule 0) Net assets or fun alanes (line 27 of olumn ( 13 ) must a g ree with line 21 ) Statement of Program Servie Aomplishments (see the instrutions for Part III) Chek if the organization use Sheule 0 to respon to an y question in this Part III. q Expenses (Require for setion What is the organization's primary exempt purposes 501()(3) an 501()(4) Desrie the organization's program servie aomplishments for eah of its three largest program servies, organizations, optional for as measure y expenses In a lear an onise manner, esrie the servies provie, the numer of others) pers ons enefite, an other relevant information for eah program title. 28 Marh 13-14, Spring onferene hel in Aluquerque, New Mexio ; 59 attenees ; theme was "Get Reay_ to Wake_ Up_._Get Reay to Win'; presenter was_jason Boles, CEO of Fans- Create Counil's Annual Meeting was hel uring the onferene (Grants $ ) If this amount inlues forei g n g rants, hek here. q 28a August 7 8,_2014 Summer onferene hel-in Colorao Springs, Colorao ; 44 attenees theme was "Get 30 inspire,_ Informe an Involve ",presenter was Fre Shafer, keynote speaker J (Grants $ ) If this amount inlues forei g n g rants, hek here. q 29a (Grants $ ) If this amount inlues forei g n rants, hek here. q 30a 31 Other program servies (esrie in Sheule 0) (Grants $ If this amount inlues foreign rants, hek here q 31a 32 Total program servie expenses (a lines 28a through 31 a).. 32 FOrM List of Offiers, Diretors, Trustees, an Key Employees ( list eah one even if not ompensate-see the instrutions for Part IV) Chek if the organization use Sheule 0 to respon to any question in this Part IV. q () Average (a) Name an title hours per week evote to position Brana Aott, Chairman Brian Resh, Vie Chairman hours 0 Laura MFaen, Seretary () Reportale () Health enefits, ompensation ontriutions to employee ( e) Estimate amount of (Forms W-2/1099-MISC) enefit plans, an other ompensation ( if not pai, enter -0-) eferre ompensation C Mihael Litzau, Treasurer -- Winona Nava, Diretor Brena Castle, Diretor Bill Willingham, Diretor Ray Lanaster, Diretor Karin Kovalovsky,_ Diretor Form 990-EZ (2014)

3 Form 990-EZ (2014) Page 3 Other Information (Note the Sheule A an personal enefit ontrat statement requirements in the instrutions for Part V) Chek if the organization use Sheule 0 to respon to any question in this Part V I-l Yes No 33 Di the organization engage in any signifiant ativity not previously reporte to the IRS? If "Yes," provie a etaile esription of eah ativity in Sheule a 36 37a 38a 39 a 40a e 41 42a 43 44a 45a Were any signifiant hanges mae to the organizing or governing ouments? If "Yes," attah a onforme opy of the amene ouments if they reflet a hange to the organization's name. Otherwise, explain the hange on Sheule 0 (see instrutions) Di the organization have unrelate usiness gross inome of $1,000 or more uring the year from usiness 3 ativities (suh as those reporte on lines 2, 6a, an 7a, among others )? a V/ If "Yes," to line 35a, has the organization file a Form 990-T for the year? If "No," provie an explanation in Sheule 0 35 Was the organization a setion 501()(4), 501()(5), or 501()(6) organization sujet to setion 6033(e) notie, reporting, an proxy tax requirements uring the year? If "Yes," omplete Sheule C, Part III Di the organization unergo a liquiation, issolution, termination, or signifiant isposition of net assets uring the year'? If "Yes," omplete appliale parts of Sheule N Enter amount of politial expenitures, iret or iniret, as esrie in the instrutions 37a Di the organization file Form POL for this year? Di the organization orrow from, or make any loans to, any offier, iretor, trustee, or key employee or were _ any suh loans mae in a prior year an still outstaning at the en of the tax year overe y this return? 38a If "Yes," omplete Sheule L, Part II an enter the total amount involve.. 38 Setion 501 ()(7) organizations Enter Initiation fees an apital ontriutions inlue on line a Gross reeipts, inlue on line 9, for puli use of lu failities Setion 501()(3) organizations. Enter amount of tax impose on the organization uring the year uner setion 4911 ; setion 4912, setion 4955 Setion 501()(3), 501()(4), an 501()(29) organizations Di the organization engage in any setion exess enefit transation uring the year, or i it engage in an exess enefit transation in a prior year that has not een reporte on any of its prior Forms 990 or 990-EZ? If "Yes," omplete Sheule L, Part I 40 Setion 501()(3), 501()(4), an 501()(29) organizations. Enter amount of tax impose on organization managers or isqualifie persons uring the year uner setions 4912, $ y '` 4955, an Setion 501()(3), 501()(4), an 501()(29) organizations Enter amount of tax on line 40 reimurse y the organization.... All organizations. At any time uring the tax year, was the organization a party to a prohiite tax shelter transation? If "Yes," omplete Form 8886-T. 40e 3 List the states with whih a opy of this return is file The organization's ooks are in are of C M Litzau, Treasurer - Telephone no Loate at 5005 West 60th Avenue, Arvaa, CO ZIP At any time uring the alenar year, i the organization have an interest in or a signature or other authority over Yes No a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? 42 3 If "Yes," enter the name of the foreign ountry- See the instrutions for exeptions an filing requirements for FinCEN Form 114, Report of Foreign Bank an Finanial Aounts (FBAR) At any time uring the alenar year, i the organization maintain an offie outsie the U.S.? If "Yes," enter the name of the foreign ountry. Setion 4947(a)(1) nonexempt haritale trusts filing Form 990-EZ in lieu of Form Chek here.. q an enter the amount of tax-exempt interest reeive or arue uring the tax year Di the organization maintain any onor avise funs uring the year ') If "Yes," Form 990 must e omplete instea of Form 990-EZ Di the organization operate one or more hospital failities uring the year? If "Yes," Form 990 must e omplete instea of Form 990-EZ.. Di the organization reeive any payments for inoor tanning servies uring the year?. If "Yes" to line 44, has the organization file a Form 720 to report these payments? If "No," provie an explanation in Sheule Di the organization have a ontrolle entity within the meaning of setion 512 ()(13)?.. Di the organization reeive any payment from or engage in any transation with a ontrolle entity within th e meaning of setion 512 ()(13)? If "Yes," Form 990 an Sheule R may nee to e omplete instea of Form EZ (see instrutions ) a Yes No 44 V aa 44 45a V/ 45 3 Form 990-EZ (2014)

4 Form 990-EZ (2014) Page 4 Yes No 49 Di the organization engage, iretly or iniretly, in politial ampaign ativities on ehalf of or in opposition r4e6to aniates for puli offie? If "Yes," omplete Sheule C, Part I Setion 501 ()(3) organizations only All setion 501 ()(3) organizations must answer questions an 52, an omplete the tales for lines 50 an 51. Chek if the org anization use Sheule 0 to respon to an y question in this Part VI, q 47 Di the organization engage in loying ativities or have a setion 501(h) eletion in effet uring the tax year'? If "Yes," omplete Sheule C, Part II Is the organization a shool as esrie in setion 170()(1)(A)(II)? If "Yes," omplete Sheule E a Di the organization make any transfers to an exempt non-haritale relate organization?.. 49a If "Yes," was the relate organization a setion 527 organization'? SO Complete this tale for the organization's five highest ompensate employees (other than offiers, iretors, trustees an key employees) who eah reeive more than $100,000 of ompensation from the organization If there is none, enter "None " (a) Name an title of eah employee () Average hours per week evote to position () Reportale ompensation (Forms W-2/1099-MISC) () Health enefits, ontriutions to employee enefit plans, an eferre ompensation Yes No (e) Estimate amount of other ompensation f Total numer of other employees pai over $100, Complete this tale for the organization's five highest ompensate inepenent ontrators who eah reeive more than $100,000 of ompensation from the organization If there is none, enter "None." (a) Name an usiness aress of eah inepenent ontrator a.,, v101 I, u i ua, vi LIu i v, 15n+CNC 1. a.,,. -, a, --.J vu..,, Di the organization omplete Sheule A' Note. All Uner penalties of perjury, I elare that I have examine this return, inluing aom true, orret, an omplete Delaration of preparer (other than offier) is ase on all Sign Here Pai Preparer Use Only

5 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ OMB No (Form 990 or 990-EZ) Complete to provie information for responses to speifi questions on 1 Form 990 or 990-EZ or to provie any aitional information. 4 Department of the Treasury Attah to Form 990 or 990-EZ.. Internal Revenue Servie Information aout Sheule 0 (Form 990 or 990-EZ) an its instrutions is at q Name of the organization Employer Ientifiation numer Creit Union Exeutive Soiety Roky Mountain Counil Part 1, Line 16 -Expenses for failities an meals for the springan summer onferenes, postage_for flyers,_s^eakers'_expense reimursement, open forumprizes, ining, supplies, proessing fees Part U. Line 26 - Fourprepai sponsorships for 2015 onferenes pai in 2014_ For Paperwork Reution At Notie, see the Instrutions for Form 990 or 990 -EZ. Cat No 51056K Sheule 0 (Form 990 or 990-EZ) (2014)