Attach to Form 990 or Form 990-EZ.
See separate instructions.| (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 | |||||||||
| 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. | ||||||
| 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). | ||||||






| 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.") . | 1,014,877 | 1,075,349 | 961,293 | 801,871 | 630,738 | 4,484,128 |
| 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...... | 1,053,865 | 1,032,156 | 880,347 | 856,799 | 842,653 | 4,665,820 |
| 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. | 2,068,742 | 2,107,505 | 1,841,640 | 1,658,670 | 1,473,391 | 9,149,948 |
| 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.) | 9,149,948 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 2,068,742 | 2,107,505 | 1,841,640 | 1,658,670 | 1,473,391 | 9,149,948 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 130,658 | 136,470 | 109,024 | 85,489 | 96,648 | 558,289 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 130,658 | 136,470 | 109,024 | 85,489 | 96,648 | 558,289 |
| 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.) | 74,785 | 67,058 | 68,594 | 35,301 | 53,604 | 299,342 |
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | 2,274,185 | 2,311,033 | 2,019,258 | 1,779,460 | 1,623,643 | 10,007,579 |




| Facts And Circumstances Test |
|---|
| Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ENGLISH SPEAKING UNION OF THE UNITED STATES "ESU" SHALL HAVE CLASSES OF MEMBERS AS MAY BE DETERMINED FROM TIME TO TIME BY A RESOLUTION OF THE BOARD OF DIRECTORS. THE DESIGNATION AND CHARACTERISTICS OF EACH CLASS AND THE QUALIFICATIONS AND RIGHTS OF, AND THE LIMITATIONS UPON, THE MEMBERS OF EACH CLASS SHALL BE SET FORTH IN A RESOLUTION OF THE BOARD. AN ORGANIZATION OR INDIVIDUAL CAN BECOME A MEMBER OF THE ESU UPON PAYMENT OF MEMBERSHIP FEES. MEMBERSHIP CLASSES ARE AS FOLLOWS: INDIVIDUAL MEMBERS, ORGANIZATIONAL MEMBERS, NATIONAL MEMBERS, MEMBERS-AT-LARGE, LIFE MEMBERS, AND HONORARY MEMBERS AS DETERMINED BY THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF ESU HAVE THE RIGHTS A PRIVILEGES TO NOMINATE CANDIDATES AND ELECT THE BOARD OF DIRECTORS, INTRODUCE AND ADOPT MOTIONS TO THE ANNUAL GENERAL MEETING (AGM), HAVE ACCESS IN A TIMELY FASHION TO A SCHEDULE OF MEETINGS OF THE NATIONAL BOARD AND STANDING COMMITTEES AND TO THE MINUTES OF THOSE MEETINGS AND OBSERVE MEETINGS OF THE NATIONAL BOARD AND STANDING COMMITTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS HAVE THE RIGHT TO APPROVE BOARD MEMBER NOMINATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT AN ACCURATE AND COMPLETE RETURN IS FILED. DATA OF THE INDIVIDUAL BRANCHES ARE REVIEWED BY THE INDIVIDUAL BRANCH EXECUTIVE DIRECTORS PRIOR TO BEING COMPILED INTO THE GROUP RETURN. AFTER THE RETURN HAS BEEN PREPARED IT IS SUBMITTED TO BOTH THE EXECUTIVE DIRECTOR AND THE BOARD OF THE ENGLISH SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS FOR REVIEW. ANY COMMENTS ARE SUMMARIZED AND ADDRESSED. ONCE THIS PROCESS HAS BEEN COMPLETED, THE RETURN IS READY TO BE FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ENGLISH-SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY DISCLOSE ALL INTERESTS THAT COULD LEAD TO CONFLICTS WHEN ELECTED TO THE BOARD AND AGAIN UPON RE-ELECTION. THE ORGANIZATION HAS A WRITTEN POLICY THAT REQUIRES ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY WIL BE SUBMITTED TO THE CORPORATE COMPLIANCE OFFICER WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE CORPORATE COMPLIANCE OFFICER WILL NOTIFY MEMBERS OF MANAGEMENT OR THE GOVERNING BODY ABOUT SUCH CONFLICT AND INVESTIGATE THE CONFLICT. THE RESULTS OF THE INVESTIGATION WILL BE SUMMARIZED AND DOCUMENTED BY THE CORPORATE COMPLIANCE OFFICER AND BE REPORTED TO THE GOVERNING BODY. IF THE CORPORATE COMPLIANCE OFFICER ESTABLISHES THAT AN ACTUAL CONFLICT EXISTS, THE MEMBER OF MANAGEMENT OR THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY AND WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ENGLISH SPEAKING UNION HAS THE FOLLOWING WRITTEN COMPENSATION POLICY FOR THEIR COMPENSATION COMMITTEE TO FOLLOW IN ESTABLISHING THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES. THE POLICY MANDATES THAT EXECUTIVE COMPENSATION BE PERIODICALLY REVIEWED BY THE COMPENSATION COMMITTEE AND THAT THE COMMITTEE SHOULD BE FREE OF CONFLICTS OF INTEREST. IN ADDITION, THE APPROVING COMPENSATION COMMITTEE NEEDS TO REVIEW APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE COMPENSATION COMMITTEE IS REQUIRED TO USE A VARIETY OF INFORMATION AND STUDIES THAT ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVES. THE COMPENSATION COMMITTEE'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS REQUIRED TO BE ADEQUATELY DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT AND SHOULD DOCUMENT THE DATE OF THE DECISION, THE MEMBERS PRESENT DURING THE DECISION AND THOSE WHO VOTED ON IT, THE FULL TERMS OF THE TRANSACTION THAT WAS APPROVED AND THE COMPARABLE DATA USED AND RELIED UPON TO MAKE THE DECISION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FEDERAL FORM 990 IS AVAILABLE ONLINE AND MAY BE STUDIED AT THE NATIONAL HEADQUARTERS UPON REQUEST. ALL BRANCH GOVERNING DOCUMENTS AND THE BRANCH CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE AT THE BRANCH UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 501,105. PRIOR PERIOD ADJUSTMENTS: -81. TOTAL TO FORM 990, PART XI, LINE 5: 501,024. |
| Software ID: | |
| Software Version: |
| Name | Address | EIN | Name control |
|---|---|---|---|
| ALBANY |
1416 UNION STREET SCHENECTADY, NY 12308 |
14-6039610 |
ENGL |
| ATLANTA |
2416 DELLWOOD DR NW ATLANTA, GA 30305 |
58-6067611 |
ENGL |
| AUSTIN |
1801 LAVACA STREET AUSTIN, TX 78701 |
74-6087421 |
ENGL |
| BIRMINGHAM |
2500 ABERDEEN RD BIRMINGHAM, AL 35223 |
63-6062851 |
ENGL |
| BOSTON |
240 BRATTLE ST APT 32 CAMBRIDGE, MA 02138 |
04-2111206 |
ENGL |
| CENTRAL FLORIDA |
1111 S LAKEMONT AVE APT 328 WINTER PARK, FL 32792 |
59-6200236 |
ENGL |
| CENTRAL PENNSYLVANIA |
717 WEST FORSTER AVENUE STATE COLLEGE, PA 16801 |
25-1651601 |
ENGL |
| CHARLESTON |
28 LIMEHOUSE STREET CHARLESTON, SC 29401 |
57-6034370 |
ENGL |
| CHARLOTTESVILLE |
490 OAK CIRCLE CHARLOTTESVILLE, VA 22901 |
54-6070401 |
ENGL |
| CHATTANOOGA |
1136 IRIS DRIVE ROSSVILLE, GA 30741 |
62-1023802 |
ENGL |
| CHICAGO |
3270 N LAKE SHORE DRIVE 8A CHICAGO, IL 60657 |
36-2274388 |
ENGL |
| CINCINNATI |
301 THE ALAMEDA MIDDLETOWN, OH 45044 |
31-6079799 |
ENGL |
| CLEVELAND |
16903 FISCHER RD LAKEWOOD, OH 44107 |
34-6597020 |
ENGL |
| CLEVELAND SCHOLAR |
1082 KIRTLAND LANE LAKEWOOD, OH 45107 |
34-7001238 |
ENGL |
| COLONIAL NC |
200 LEE STREET GREENVILLE, NC 27858 |
22-3396460 |
ENGL |
| COLUMBIA |
107 ASPEN LANE COLUMBIA, SC 29212 |
57-6034371 |
ENGL |
| COLUMBUS |
1184 FAIRVIEW AVE COLOMBUS, OH 43212 |
31-6079798 |
ENGL |
| DALLAS |
2103 SHUMARD OAK LN IRVING, TX 75063 |
75-6063720 |
ENGL |
| DELAWARE |
614 LOVEVILLE ROAD APT 85E HOCKESSIN, DE 19707 |
51-0238373 |
ENGL |
| DENVER |
475 W 12TH STREET BELVEDERE TOWER 10A DENVER, CO 80204 |
84-6050624 |
ENGL |
| DESERT |
PO BOX 204 PALM DESERT, CA 92261 |
77-0493920 |
ENGL |
| FORT LAUDERDALE |
451 HERITAGE DRIVE APT 40 POMPANO BEACH, FL 33060 |
59-1578265 |
ENGL |
| FORT WORTH |
2133 FOUNTAIN SQUARE DR FORT WORTH, TX 76107 |
95-6063721 |
ENGL |
| GREENSBORO |
2708 LAFAYETTE AVE GREENSBORO, NC 27408 |
56-1738649 |
ENGL |
| GREENVILLE SC |
PO BOX 728 GREENVILLE, SC 29602 |
57-0896194 |
ENGL |
| GREENWICH |
101 LEWIS STREET APT C GREENWICH, CT 06830 |
06-1306505 |
ENGL |
| HAWAII |
3346 E MANOA RD HONOLULU, HI 96822 |
99-6014708 |
ENGL |
| HOUSTON |
PO BOX 56292 HOUSTON, TX 77256 |
74-1293798 |
ENGL |
| INDIANAPOLIS |
1752 GLENCARY CRST INDIANAPOLIS, IN 46228 |
35-6072424 |
ENGL |
| JACKSON |
3 WATERSTONE PL JACKSON, MS 39211 |
64-0627049 |
ENGL |
| JACKSONVILLE |
505 LANCASTER ST JACKSONVILLE, FL 32204 |
59-6200235 |
ENGL |
| KANSAS CITY |
5656 RILEY STREET OVERLAND PARK, KS 66202 |
43-6075077 |
ENGL |
| KENTUCKY |
1250 LEDGES DR LOUISVILLE, KY 40243 |
61-6053477 |
ENGL |
| LEXINGTON |
PO BOX 1544 LEXINGTON, VA 24450 |
23-7061662 |
ENGL |
| LOS ANGELES |
1076 S ORANGE GROVE BLVD PASADENA, CA 91105 |
95-6188095 |
ENGL |
| MARYLAND |
406 BOSLEY AVENUE TOWSON, MD 21204 |
52-0608002 |
ENGL |
| MEMPHIS |
PO BOX 24003 MEMPHIS, TN 38124 |
62-6074719 |
ENGL |
| MIAMI |
4200 GROVE STREET COCONUT GROVE, FL 33133 |
23-7070646 |
ENGL |
| MICHIGANDETROIT |
11 FAIR LN GROSS POINT WOODS, MI 48236 |
38-6146370 |
ENGL |
| MONMOUTH COUNTY |
5 DENISE COURT FAIR HAVEN, NJ 07704 |
22-6095530 |
ENGL |
| MONROE |
2203 PARGOUD BLVD MONROE, LA 71201 |
22-3396461 |
ENGL |
| NAPLES |
1185 IMOKALEE RD NAPLES, FL 34110 |
65-0246558 |
ENGL |
| NASHVILLE |
2009 OVERHILL DRIVE NASHVILLE, TN 37215 |
62-6074718 |
ENGL |
| NEW HAVEN |
PO BOX 6019 HAMDEN, CT 06517 |
06-0955179 |
ENGL |
| NEW ORLEANS |
1304 1ST STREET NEW ORLEANS, LA 70130 |
72-6035511 |
ENGL |
| NEW YORK |
15 EAST 65TH STREET NEW YORK, NY 01165 |
13-3591483 |
ENGL |
| NEWPORT |
142 MILL STREET NEWPORT, RI 02840 |
05-6033890 |
ENGL |
| NIAGARA FRONTIER |
8 TILLINGHAST PL BUFFALO, NY 14216 |
51-0194880 |
ENGL |
| PALM BEACH |
243 KERILYN ROAD PALM BEACH, FL 33480 |
59-6200230 |
ENGL |
| PHILADELPHIA |
215 SOUTH 16TH STREET SUITE 14 PHILADELPHIA, PA 19102 |
23-1287102 |
ENGL |
| PHOENIX |
17394 N 77TH STREET SCOTSDALE, AZ 85255 |
86-6031148 |
ENGL |
| PORTLAND |
1500 NE 15 AVE II PORTLAND, OR 97232 |
93-6042659 |
ENGL |
| PRINCETON |
13D ANDOVER CIRCLE PRINCETON, NJ 08540 |
22-6095532 |
ENGL |
| PROVIDENCE |
118 WINWARD LANE BRISTOL, RI 02809 |
05-6033889 |
ENGL |
| RESEARCH TRIANGLE |
PO BOX 12464 RALEIGH, NC 27605 |
56-6093180 |
ENGL |
| RICHMOND |
2351 FOUNDERS CREEK CT MIDLOTHIAN, VA 23113 |
54-6047866 |
ENGL |
| ROCHESTER |
337 REEF POINT CIRCLE WEBSTER, NY 14580 |
16-6090365 |
ENGL |
| SW VIRGINIA |
PO BOX 8301 ROANOKE, VA 24014 |
54-6070403 |
ENGL |
| SALISBURY |
10 DOGWOOD ROAD SPENCER, NC 28144 |
56-6093183 |
ENGL |
| SAN DIEGO |
5421 LINDA ROSA AVE LA VOLLA, CA 92037 |
23-7056058 |
ENGL |
| SAN FRANCISCO |
391 SUTTER ST SUITE 612 SAN FRANCISCO, CA 94108 |
94-1156273 |
ENGL |
| SANDHILLS |
245 LAKE FOREST DRIVE PINEHURST, NC 28374 |
56-1254844 |
ENGL |
| SAVANNAH |
1514 WHITNEY ROAD SAVANNAH, GA 31406 |
58-6067609 |
ENGL |
| SEATTLE |
1505 ABBORETUM PL E SEATLE, WA 98112 |
91-6074829 |
ENGL |
| SHREVEPORT |
2517 N WAVERLY DR BOSSIER CITY, LA 71111 |
72-6035510 |
ENGL |
| ST LOUIS |
200 JEFFERSON ROAD ST LOUIS, MO 63119 |
43-6075078 |
ENGL |
| SYRACUSE |
7600 MERLE RDG BALDWINSVILLE, NY 13027 |
16-6090366 |
ENGL |
| TOLEDO |
6550 CARRIETOWNE LN TOLEDO, OH 43615 |
51-0194883 |
ENGL |
| TUCSON |
1821 NORTH SAGUARO PL TUCSON, AZ 85745 |
23-7157278 |
ENGL |
| TULSA |
PO BOX 703142 TULSA, OK 74170 |
73-6112443 |
ENGL |
| WASHINGTON DC |
PO BOX 58068 WASHINGTON, DC 20037 |
53-0063345 |
ENGL |