Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MARYLAND ORNITHOLOGICAL SOCIETY INC
Employer identification number
52-6046316
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
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).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from 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 the supported organization?
................
11g(i)
(ii)
a family member 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 information about the supported organization(s).
(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?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
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 governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
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)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
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
33 1/3% support test—2009.
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
10%-facts-and-circumstances test—2010.
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
10%-facts-and-circumstances test—2009.
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
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
90,936
96,331
309,070
29,883
27,169
553,389
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
19,922
69,180
44,854
28,899
40,710
203,565
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
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 governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
110,858
165,511
353,924
58,782
67,879
756,954
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public Support (Subtract line 7c from line 6.)
756,954
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
110,858
165,511
353,924
58,782
67,879
756,954
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
90,061
106,380
75,758
47,751
42,420
362,370
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
90,061
106,380
75,758
47,751
42,420
362,370
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
8,169
9,883
774
4,350
23,176
13
Total support (Add lines 9, 10c, 11 and 12.).
209,088
281,774
429,682
107,307
114,649
1,142,500
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
66.250 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
65.080 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
31.720 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
32.330 %
19a
33 1/3% support tests—2010.
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
..........
b
33 1/3% support tests—2009.
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
....
20
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) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
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. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: WORLD SERIES OF BIRDING OTHER INCOME PROPERTY TAX REFUND
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MARYLAND ORNITHOLOGICAL SOCIETY INC
Employer identification number
52-6046316
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 2
OFFICERS DAVE HARVEY AND MAUREEN HARVEY ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 7A
THE ORGANIZATION HAS A NOMINATING COMMITTEE THAT ELECTS OFFICERS OF THE GOVERNING BOARD BY A VOICE VOTE AT THE GENERAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11
THE TAX RETURN IS PREPARED BY THE CPA FIRM AND REVIEWED BY THE TREASURER BEFORE BEING PROVIDED TO THE GOVERNING BODY. THE GOVERNING BODY REVIEWS THE FORM 990 AT A BOARD MEETING.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION DURING NORMAL BUSINESS HOURS UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE.
CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, PART VII
WAYNE BELL - 29590 SCHWANINGER ROAD, EASTON, MD 21601. MARY-JO BETTS - 9494 CRISSCROSS COURT, COLUMBIA, MD 21045. BRAD BEUKEMA - 6909 OAKRIDGE AVENUE, CHEVY CHASE, MD 20815. BRENT BYERS - 1104 ENGLEBERTH ROAD, BALTIMORE, MD 21221. KATHY CALVERT - 2404 DOUBS COURT, ADAMSTOWN, MD 21710. J.B. CHURCHHILL - 17607 POMPEY SMASH ROAD, FROSTBURG, MD 21532. THOMAS CONGERSKY - 71 N. FRIENDSHIP COURT, COLORA, MD 21917. CATHY COOPER - 28467 PINEHURST CIRCLE, EASTON, MD 21601. JOAN CWI - 633 STONEY SPRING DRIVE, BALTIMORE, MD 21210. KAREN DARCY - 9775 DIVERSIFIED LANE, ELLICOTT CITY, MD 21042. PHIL DAVIS - 2549 VALE COURT, DAVIDSONVILLE, MD 21035. MARYANNE DOLAN - 104 MILESTONE ROAD, ELKTON, MD 21021. SAM DYKE - P.O. BOX 1212, SALISBURY, MD 21802-1212. WARD EBERT - 7366 HALLMARK ROAD, CLARKSVILLE, MD 21029. WALTER ELLISON - 23460 CLARISSA ROAD, CHESTERTOWN, MD 21620. MARK ENGLAND - 10815 KINGSTEAD ROAD, DAMASCUS, MD 20872. FRED FALLON - 6711 VENUS DRIVE, HUNTINGTOWN, MD 20639. BARBARA GAFFNEY - 43 BROOK TROUT COURT, GRANTSVILLE, MD 21536. DAVE HARVEY - 302 CHELSEA COURT, SYKESVILLE, MD 21784. MAUREEN HARVEY - 302 CHELSEA COURT, SYKESVILLE, MD 21784. EMMALYN HOLDRIDGE - 5812 HARNESS COURT, COLUMBIA, MD 21044. HELEN HORROCKS - 3678 RIDGEVIEW ROAD, IJAMSVILLE, MD 21754. ANNA HUTZELL - 9749 BEAVER CREEK CHURCH ROAD, HAGERSTOWN, MD 21740. MARK JOHNSON - 3204 BRYSON COURT, BALDWIN, MD 21013. JOHN LANDERS - 3304 BATAVIA AVENUE, BALTIMORE, MD 21214. PETER LEV - 803 TRED AVON ROAD, BALTIMORE, MD 21212. TOM LOOMIS - 11502 ALLVIEW DRIVE, BELTSVILLE, MD 20705. NANCY MARTIN - 23460 CLARISSA ROAD, CHESTERTOWN, MD 21620. JANET MILLENSON - 10500 FALLS ROAD, POTOMAC, MD 21045. ANN MITCHELL - 600 OBSERVATORY DRIVE, HAGERSTOWN, MD 21742. KAREN MORLEY - 2719 N. CALVERT STREET, BALTIMORE, MD 21218. DAVID MOZURKEWICH - 9310 DUBARRY AVENUE, SEABROOK, MD 20706. HELEN PATTON - 429 HAMILTON AVENUE, SILVER SPRING, MD 20901. ELIZABETH PITNEY - 7218 WALSTON SWITCH ROAD, PARSONBURG, MD 21849. DANNY POET - P.O. BOX 223, QUEENSTOWN, MD 21658. STEVE PRETL - 6827 4TH STREET, NW, #123, WASHINGTON, DC 20012. GEORGE RADCLIFFE - 1663 HUDSON ROAD, COLUMBIA, MD 21613. CHANDLER S. ROBBINS - WILDLIFE RESEARCH CENTER, LAUREL, MD 20708. RANDY ROBERTSON - 451 GRASMERE LANE, ABERDEEN, MD 21001. LYDIA SCHINDLER - 13621 ESWORTHY ROAD, DARNESTOWN, MD 20874/. KURT SCHWARZ - 9045 DUNLOGGIN COURT, ELLICOTT CITY, MD 21042. JANET SHIELDS - 903 LAGRANGE AVENUE, CAMBRIDGE, MD 21613. PAUL SPEYSER - 59 MCPHERSON ROAD, ANNAPOLIS, MD 21401. TOM STRIKWERDA - 9806 CULVER COURT, KENSINGTON, MD 20895. PAT TATE - 2781 AUTUMN CHASE RUN, ANNAPOLIS, MD 21401. JOHN TAYLOR - 3633 WOODSDALE ROAD, APT L, ABINGDON, MD 21009. MARILYN TAYLOR - 526 ANNE ARUNDEL BLVD, CROWNSVILLE, MD 21032. JOHANNA THOMPSON - 13503 BARTLETT STREET, ROCKVILLE, MD 20853. KATE TUFTS - 2830 DUVALL ROAD, WOODBINE, MD 21797. DAVE WEBB - 4141 QUAIL WAY, HAVRE DE GRACE, MD 21078. MICHAEL WELCH - 8619 BURNT HICKORY CIRCLE, FREDERICK, MD 21704. JOY WHEELER - 531 HAMPTON LANE, TOWSON, MD 21286. CHRIS WRIGHT - 7101 RIDGEWOOD AVENUE, CHEVY CHASE, MD 20815. DAVE ZIOLKOWSKI - 810 CHATFIELD ROAD, JOPPATOWNE, MD 21085. PAUL ZUCKER - 6520 78TH STREET, CABIN JOHN, MD 20818.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED LOSSES ON INVESTMENTS: -45,418.
FORM 990, PART XI, LINE 2C:
THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
FORM 990, PART VI, LINE 10B, DESCRIPTION OF LOCAL CHAPTERS:
THE BOARD OF DIRECTORS MAY AUTHORIZE THE ESTABLISHMENT OF A LOCAL CHAPTER UPON THE WRITTEN PETITION OF A GROUP OF NOT LESS THAN TEN INDIVIDUALS WHO ARE INTERESTED IN THE SOCIETY. THE PETITION SHALL INCLUDE A COPY OF A CONSTITUTION AND/OR BYLAWS FOR THE PROPOSED LOCAL CHAPTER. EACH CHAPTER SHALL ADMINISTER ITS AFFAIRS IN A MANNER CONSISTENT WITH THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE MARYLAND ORNITHOLOGICAL SOCIETY. EACH CHAPTER SHALL BE RESPONSIBLE FOR THE COLLECTION OF DUES FROM ITS MEMBERS, AND THE FORWARDING OF SOCIETY DUES TO THE TREASURER OF THE SOCIETY. EACH CHAPTER SHALL ELECT A DIRECTOR FOR EACH ONE HUNDRED MEMBERS OR PART THEREOF, TO SERVE WITH THE CHAPTER PRESIDENT ON THE BOARD OF DIRECTORS OF THE SOCIETY. A CHAPTER MAY BE DISSOLVED BY RESOLUTION OF ITS OWN MEMBERS; OR THE BOARD OF DIRECTORS MAY RECOMMEND DISSOLUTION TO THE SOCIETY WHEN, AFTER CONSULTING WITH THE GOVERNING BOARD OF THAT CHAPTER, IT IS DEEMED INOPERATIVE. ALL ASSETS OF THE CHAPTER SHALL THEN BECOME THE PROPERTY OF THE SOCIETY. EACH CHAPTER IS RESPONSIBLE FOR OBTAINING ITS OWN EIN, AND FOR FILING ITS OWN FORM 990, 990-EZ, OR 990-N.
FORM 990. PART IV, LINE 7, REPORTING OF CONSERVATION EASEMENTS:
THE ORGANIZATION REPORTS THE CONSERVATION EASEMENTS AS LAND ON THE BALANCE SHEET AND DOES NOT REPORT THEM ON THE REVENUE AND EXPENSE STATEMENT, EXCEPT FOR THE YEAR OF THE DONATION. THEY ARE REPORTED ON THE FINANCIALS AS FOLLOWS, THE ORGANIZATION'S EIGHT SANCTUARIES ACQUIRED AT VARIOUS TIMES BEFORE APRIL 1, 2009 ARE RECORDED AT APPRAISAL VALUE BASED UPON INDEPENDENT APPRAISALS RECEIVED IN 2001. THE ORIGINAL ACQUISITION DATES (WHETHER BY PURCHASE OR DONATION) RANGE FROM 1962 TO 1992. CERTAIN SANCTUARIES CONTAIN THESE CONSERVATION EASEMENTS AND ARE TO BE HELD PERPETUITY. SUCH SANCTUARIES ARE RESTRICTED IN USE, AND MUST GENERALLY BE KEPT IN THEIR PRESENT NATURAL STATE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.