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
FRANKE TOBEY JONES
Employer identification number
91-0575957
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.") .
225,342
246,553
608,051
142,208
606,877
1,829,031
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......
8,978,778
9,588,734
9,727,518
9,639,894
10,124,677
48,059,601
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
15,055
20,000
23,157
58,212
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.
9,204,120
9,835,287
10,350,624
9,802,102
10,754,711
49,946,844
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
263,378
224,799
516,295
145,005
147,492
1,296,969
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.
99,216
49,892
111,377
76,228
72,964
409,677
c
Add lines 7a and 7b..
362,594
274,691
627,672
221,233
220,456
1,706,646
8
Public Support (Subtract line 7c from line 6.)
48,240,198
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...
9,204,120
9,835,287
10,350,624
9,802,102
10,754,711
49,946,844
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
767,111
1,040,912
600,189
429,260
509,393
3,346,865
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
767,111
1,040,912
600,189
429,260
509,393
3,346,865
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.)
13
Total support (Add lines 9, 10c, 11 and 12.).
9,971,231
10,876,199
10,950,813
10,231,362
11,264,104
53,293,709
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
90.520 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
90.320 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
6.280 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
6.370 %
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 (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
FRANKE TOBEY JONES
Employer identification number
91-0575957
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION B, LINE 11
FRANKE TOBEY JONES' FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ACCOUNTING FIRM WORKS CLOSELY WITH THE STAFF AT FRANKE TOBEY JONES DURING THE PREPARATION PROCESS. A DRAFT OF THE RETURN IS SUBMITTED TO THE ORGANIZATION'S TOP MANAGEMENT AND GOVERNING BODY PRIOR TO THE FILING OF THE RETURN. THIS GIVES MANAGEMENT AND THE GOVERNING BODY AN OPPORTUNITY TO DISCUSS THE RETURN'S CONTENTS AND RECOMMEND ANY NECESSARY CHANGES BEFORE THE RETURN IS FINALIZED AND FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C
ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST FORM. REVIEW AND ENFORCEMENT OF THIS POLICY IS DONE ON AN ANNUAL BASIS, EACH TIME A NEW MEMBER HAS BEEN ELECTED TO THE BOARD, OR AT SUCH A TIME A KEY EMPLOYEE HAS BEEN HIRED. EACH IS REQUIRED TO DISCLOSE ANY AND ALL RELATIONSHIPS OR OTHER ACTIVITY OR INTEREST THAT MIGHT CONTRAVENE THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15
THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO INVOLVES APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS. SALARY SURVEYS ARE ALSO REVIEWED BY THE HUMAN RESOURCES DIRECTOR FOR THE PURPOSES OF COMPARABILITY.
FORM 990, PART VI, SECTION C, LINE 19
FRANKE TOBEY JONES MAKES ITS GOVERNING DOCUMENTS, AS REQUIRED BY LAW, AND FINANCIAL STATEMENTS, AS REPORTED IN THE FORM 990, AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, A CONDENSED VERSION OF THE FINANCIAL STATEMENTS ARE INCLUDED IN THE ORGANIZATION'S ANNUAL REPORT. THE ANNUAL AUDIT IS AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED GAINS ON INVESTMENTS: 1,675,108.
FORM 990,PART XI, LINE 2C:
THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.
FRANKE TOBEY JONES - CORE VALUES:
1. WE ARE COMMITTED TO THE EXPRESSION OF THESE CORE VALUES IN EVERY SERVICE, PROGRAM AND PROJECT WE UNDERTAKE. 2. WE UNDERSTAND THAT NOTHING IS MORE PERSONAL AND IMPORTANT THAN ONE'S FAMILY, ONE'S HEALTH, AND ONE'S ABILITY TO MAKE A DIFFERENCE IN OUR COMMUNITY. 3. WE WELCOME THE CHALLENGE OF PROVIDING OPPORTUNITIES AND CHOICES TO THOSE WE SERVE. 4. WE ARE DEDICATED TO COMPASSION, DIGNITY, WELLNESS, COMPANIONSHIP, SECURITY, AND A PHILOSOPHY OF LIVING WELL. 5. WE CONSIDER IT OUR RESPONSIBILITY TO CONTINUOUSLY EVALUATE OUR STANDARDS TO SEEK BETTER WAYS TO SERVE, AND TO BUILD A NEW FUTURE FOR OUR COMMUNITY. 6. WE AFFIRM THAT SUSTAINING OUR MISSION REQUIRES VISIONARY LEADERSHIP, RESPONSIBLE MANAGEMENT, WELL PLANNED DEVELOPMENT AND LONG TERM GROWTH OF OUR FISCAL, PHYSICAL AND HUMAN RESOURCES. 7. WE WILL LISTEN FOR EXPRESSIONS OF THE NEEDS OF OUR COMMUNITY. WE WILL SEEK TO LEARN AND UNDERSTAND APPROACHES TO CARE THAT BEST MEET THOSE NEEDS. WE WILL ENGAGE IN DIALOGUE WITH OUR COMMUNITY THAT CLEARLY COMMUNICATES OUR MISSION, CAPABILITIES AND PROGRAMS TO RESPOND TO OUR COMMUNITY NEEDS. WE WILL ADVOCATE FOR CHANGES IN PRIVATE AND PUBLIC POLICY THAT ADDRESS THE NEEDS AND IMPROVE THE LIVES OF THOSE IN OUR COMMUNITY.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.