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
2012
Open to Public Inspection
Name of the organization
PLAN NH - THE FOUNDATION FOR SHAPING THE BUILT ENVIRONMENT
Employer identification number
22-3019910
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 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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
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 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
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—2011.
If the organization did not check a 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—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
26,207
9,999
16,075
20,364
25,875
98,520
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......
15,560
23,365
32,300
53,461
124,686
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
41,325
52,699
60,256
13,400
167,680
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.
26,207
66,884
92,139
112,920
92,736
390,886
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
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.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
390,886
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
26,207
66,884
92,139
112,920
92,736
390,886
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
8
1
9
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
8
1
9
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.)..
26,207
66,884
92,139
112,928
92,737
390,895
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 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
100.000 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
98.230 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012
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
2012
Open to Public Inspection
Name of the organization
PLAN NH - THE FOUNDATION FOR SHAPING THE BUILT ENVIRONMENT
Employer identification number
22-3019910
Identifier
Return Reference
Explanation
OTHER REVENUE
FORM 990-EZ, PART I, LINE 8
OTHER INCOME 328 TOTAL 328
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
MERIT AWARDS COST OF GOODS SOLD 2,036 WEB COMMUNICATIONS COST OF GOODS SOLD 786 COMMUNITY CHARETTES COST OF GOODS SOLD 4,734 HEAL NH PROJECT COST OF GOODS SOLD 4,028 FORUMS & WORKSHOPS COST OF GOODS SOLD 706 SCHOLARSHIPS COST OF GOODS SOLD 17 EXPENSES SUPPLIES & MISCELLANEOUS 1,032 BANK CHARGES 879 TELECOMMUNICATIONS 923 OTHER TAXES 75 TRAVEL & MILEAGE 3,939 ANNUAL MEETING 459 HOLIDAY GATHERING 1,751 BUSINESS DEVELOPMENT 2,947 INSURANCE 2,183 TOTAL 26,495
OTHER CHANGES IN NET ASSETS OR FUND BALANCES
FORM 990-EZ, PART I, LINE 20
FUNDS HELD FOR SCHOLARSHIPS 29,181
OTHER ASSETS
FORM 990-EZ, PART II, LINE 24
BENEFICIAL INTEREST IN FUNDS HELD 0 29,181 TOTAL 0 29,181
PRIMARY EXEMPT PURPOSE
FORM 990-EZ, PART III
PLAN NH, FOUNDED IN 1989, RAISES AWARENESS OF THE LINK BETWEEN THE BUILT ENVIRONMENT AND THE HEALTH AND VITALITY OF OUR COMMUNITIES. OUR MEMBERSHIP IS COMPRISED OF ARCHITECTS, ENGINEERS, LANDSCAPE ARCHITECTS, PLANNERS, BUILDERS AND REAL ESTATE PROFESSIONALS, FINANCIAL AND INSURANCE FIRMS AND OTHERS WITH AN INTEREST IN HOW WE BUILD, WHAT WE BUILD AND WHERE AND ITS IMPACT ON OUR DAILY LIVES. PLAN NH HAS A VISION OF AN ECONOMICALLY, SOCIALLY, AND VIBRANT NEW HAMPSHIRE IN WHICH "OUR CHANGING CONTEXT (WEATHER AND CLIMATE CHANGES, SHIFTING DEMOGRAPHICS, NEW WAYS OF THINKING ABOUT FOOD AND ENERGY SOURCES, MORE) IS TAKEN INTO CONSIDERATION DURING PLANNING AND RELATED DECISIONS "TOWNS AND NEIGHBORHOODS BALANCE NECESSARY GROWTH WITH PRESERVING THEIR UNIQUE SENSES OF PLACE; "COMPACT, MIXED-USE AREAS ARE ENCOURAGED "THERE ARE REASONABLE, AFFORDABLE CHOICES FOR WHERE TO LIVE AND HOW TO GET ABOUT "WE ARE STEWARDS OF OUR NATURAL RESOURCES AND HISTORIC ASSETS TO ACHIEVE THIS VISION, PLAN NH'S MISSION IS TO FOSTER AND ENCOURAGE SUSTAINABLE PLANNING, DESIGN AND DEVELOPMENT OF THE BUILT ENVIRONMENT. WE DO SO BY CHAMPIONING SMART GROWTH AND LIVABILITY PRINCIPLES, SOCIAL RESPONSIBILITY, AND COLLABORATION AND COOPERATION THROUGH PROGRAMS AND PROJECTS THAT INFORM AND INSPIRE OUR PROFESSIONALS AND CITIZENS OF THE GRANITE STATE.
FIRST ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 28
PLAN NH CONDUCTED FOUR COMMUNITY DESIGN CHARRETTES IN 2012-13: IN MOULTONBOROUGH (OUR 50TH), LITTLETON, WEST SWANZEY AND NORTH HAMPTON. 36 DIFFERENT MEMBERS AND OTHERS VOLUNTEERED THEIR TIME FOR EACH OF THESE. WITH AN AVERAGE OF 20 HOURS PER CHARRETTE, THIS IS A TOTAL OF 720 HOURS, VALUED AT AN AVERAGE OF 100 PER HOUR, OR 72,000 IN VALUE. ADD ANOTHER 6000 FOR THOSE WHO CONTRIBUTED TO TWO CHARRETTES. ON TOP OF THIS, EACH TEAM'S LEADER SPENT AN ADDITIONAL 40 HOURS (AVERAGE) TO WRITE AND PRODUCE THE FINAL REPORT - AN ADDITIONAL 16,000 OF VALUE. THAT'S A TOTAL VALUE OF 94,000 (MINIMUM) THAT PLAN NH VOLUNTEERS CONTRIBUTED, THROUGH THIS PROGRAM, TO OUR STATE IN JUST THIS ONE YEAR. TO DATE, WE HAVE BEEN IN 20% OF THE COMMUNITIES IN NEW HAMPSHIRE, HELPING THEIR CITIZENS TO IDENTIFY THE VISION THEY HAVE FOR THEIR TOWN CENTER OR OTHER SIGNIFICANT NEIGHBORHOOD, AND DEVELOPING RECOMMENDATIONS AS TO HOW THEY CAN ACHIEVE THAT VISION.
SECOND ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 29
A CRITICAL PART OF FULFILLING OUR MISSION IS TO RECOGNIZE STUDENTS FROM NH WHO ARE STUDYING IN A FIELD RELATED TO THE MISSION. PLAN NH HAS ITS OWN SCHOLARSHIP PROGRAM, THE FUNDS FOR WHICH ARE MANAGED BY THE NH CHARITABLE FOUNDATION. ADDITIONALLY, THROUGH AN EXPANDED PROGRAM MANAGED BY NH CHARITABLE FOUNDATION AND, PLAN NH DISTRIBUTED 28,700 TO 13 STUDENTS FROM NEW HAMPSHIRE WHO ARE STUDYING ARCHITECTURE, ENGINEERING, LANDSCAPE ARCHITECTURE AND/OR OTHER FIELDS RELATED TO OUR MISSION IN ACCREDITED SCHOOLS ACROSS THE COUNTRY.
THIRD ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 30
ONE WAY THAT PLAN NH RAISES AWARENESS OF THE LINK BETWEEN THE BUILT ENVIRONMENT AND THE HEALTH AND VITALITY OF THE COMMUNITY IS BY RECOGNIZING OUTSTANDING EXAMPLES OF PROJECTS RIGHT HERE IN THE GRANITE STATE THAT HAVE HAD OR CAN HAVE A POSITIVE IMPACT. IN OUR TRADITIONAL MERIT AWARDS PROGRAM, TWO PROJECTS (SELECTED FROM SUBMITTED NOMINATIONS) WERE AWARDED THE MERIT AWARD OF EXCELLENCE: "THE HAMPTON BEACH (NH) REDEVELOPMENT PROJECT "THE GRANGE HALL REVITALIZATION PROJECT IN DURHAM, NH. IN ADDITION, TWO PROJECTS WERE AWARDED AN HONORABLE MENTION FOR THEIR OUTSTANDING COOPERATION AND SOCIAL RESPONSIBILITY: "THE REBUILDING OF THE FRIENDLY KITCHEN IN CONCORD, NH "THE REFURBISHMENT OF THE GIRLS, INC. BUILDING IN MANCHESTER, NH. THIS YEAR, PLAN NH ADDED ANOTHER AWARDS PROGRAM: VISUALIZING DENSITY. DENSITY, OR COMPACT DESIGN, IS AN OLD PLANNING CONCEPT THAT IS ONCE AGAIN BEING RECOGNIZED FOR ITS PRACTICALITY - SOCIAL, ECONOMIC, AND ENVIRONMENTAL. BUT THERE ARE MANY STILL GRAPPLING WITH WHAT IT COULD MEAN FOR THEIR COMMUNITIES - ESPECIALLY WHEN DENSITY IN ONE AREA IS DIFFERENT FROM DENSITY IN ANOTHER. IN PARTNERSHIP WITH THE NH HOUSING FINANCE AUTHORITY (NH HOUSING), PLAN NH IS STARTING TO DEVELOP A DATABASE OF EXAMPLES THAT SHOW WHAT DENSITY DOES AND COULD LOOK LIKE RIGHT HERE IN THE GRANITE STATE. THIS WILL BE USEFUL FOR PLANNERS, DEVELOPERS, AND MUNICIPALITIES AS THEY PLAN FOR THE NEW FUTURE WE ARE LIVING INTO. TO GATHER THE INFORMATION, PLAN NH AND NH HOUSING CONDUCTED TWO "CONTESTS", ASKING FOR GOOD EXAMPLES OF DENSITY FROM AROUND THE STATE. ALL ELIGIBLE ENTRIES WILL BE INCLUDED IN THE DATABASE (STILL IN DEVELOPMENT). WITH THE INPUT OF A COMMITTEE REPRESENTING A CROSS-SECTION OF ORGANIZATIONS RELATED TO THE BUILT ENVIRONMENT, THE FOLLOWING WERE RECOGNIZED IN THE FIRST "ROUND": "RURAL DESIGN - SOUTH CONCORD. (CONCEPT) "NEWMARKET (NH) MILLS REDEVELOPMENT "GRANGE HALL, DURHAM (ADAPTIVE RE-USE) "PETTEE BROOK LANE, DURHAM (INFILL) "PORTWALK, PORTSMOUTH NH (URBAN DESIGN) IN JUNE, 8 MORE EXAMPLES WERE RECOGNIZED AT A SPECIAL RECEPTION, AT WHICH JULIE CAMPOLI, AUTHOR OF VISUALIZING DENSITY, WAS THE KEYNOTE SPEAKER: "LEBANON, NH: PARKHURST, ELM AND ALLEN STREETS (TRADITIONAL NEIGHBORHOOD) "LEBANON NH: 20-90 MASCOMA STREET (CONCEPT) "PETERBOROUGH, NH: NEBANUSIT NEIGHBORHOOD (RURAL) "PETERBOROUGH, NH: UNION MILL. ADAPTIVE REUSE OF AN HISTORIC BUILDING "NEWMARKET, NH: BLACKSMITH SHOP ADAPTIVE REUSE OF AN HISTORIC BUILDING "GREENFIELD (NH) MEETING PLACE: ADAPTIVE REUSE OF AN HISTORIC BUILDING IN A RURAL SETTING "PORTSMOUTH, NH: HAYMARKET SQUARE. ADAPTIVE REUSE OF A SPACE IN AN URBAN SETTING "BEDFORD, NH: RIVER CORRIDOR CASE STUDIES: AWARDED FOR VISUALIZING WHAT DENSITY COULD LOOK LIKE IN A POSSIBLE REDEVELOPMENT
ALL OTHER ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 31
PLAN NH MAINTAINS A WEBSITE THAT PROMOTES AND INTRODUCES PROGRAMS AND ACTIVITIES ACROSS THE STATE THAT RELATE TO NEW HAMPSHIRE'S BUILT ENVIRONMENT. FURTHER, TO INFORM (AND INSPIRE) PROFESSIONALS AND CITIZENS ABOUT (BUILDING) CONCEPTS AND IDEAS THAT COULD LEAD TO HEALTHY, VIBRANT COMMUNITIES, PLAN NH HOSTED THREE FORUM/WORKSHOPS: "A RANDALL ARENDT WORKSHOP, RECLAIMING COMMERCIAL CORRIDORS. (CO-HOSTED WITH THE HOME BUILDERS AND REMODELERS ASSOCIATION OF NH) "A WORKSHOP ON COTTAGE DESIGN, LED BY PLAN NH MEMBERS WHO VOLUNTEERED THEIR TIME AND TALENT "A WORKSHOP ON COMPLETE STREETS, LED BY THREE MUNICIPAL PLANNERS WHO VOLUNTEERED THEIR TIME AND TALENT. OTHER INITIATIVES INCLUDE THE FOLLOWING: "4 AFTER HOURS PROGRAMS WERE HELD, EACH OF WHICH INCLUDED A SIGNIFICANT INFORMATIONAL COMPONENT OSEPTEMBER: PORTSMOUTH, HOSTED BY SUMMIT ENGINEERING. PRESENTATION BY LOCAL ARCHITECTS ABOUT PLANS FOR THE NORTHERN TIER ONOVEMBER: KEENE STATE, HOSTED BY ENGELBERTH CONSTRUCTION. PRESENTATION BY KEENE STATE ARCHITECTURAL DEPARTMENT ABOUT THE NEW TDS BUILDING AND A TOUR OF SAME OFEBRUARY: HOSTED BY NANCY CARLISLE INTERIOR PLANTINGS AND THE ROWLEY AGENCY IN CONCORD. PRESENTATION BY CITY ENGINEER AND MCFARLAND JOHNSON ABOUT THE CHANGES TO MAIN STREET THAT ARE PROPOSED OMAY: HEB ENGINEERS IN NORTH CONWAY HOSTED A DISCUSSION ABOUT WHAT PEOPLE ARE THINKING ABOUT IN THE NORTH COUNTRY. "PLAN NH CONTINUES TO BE A PART OF GRANITE STATE FUTURE AND COMPLETED A TWO-YEAR PARTICIPATION AS A STEERING COMMITTEE MEMBER OF TRANSPORT NH (FORMERLY TRANSPORTATION SOLUTIONS NH). PLAN NH ALSO CONCLUDED ITS PARTICIPATION IN THE HEALTHY EATING ACTIVE LIVING PROJECT FOR THIS ROUND. IN THE SPRING, PLAN NH WAS INVITED TO BE A PART OF A THEORY OF CHANGE PROGRAM BEING DEVELOPED FOR AN EMERGING INITIATIVE ENTITLED HEALTHY PEOPLE, HEALTHY PLACES - THAT WORK WILL CONTINUE THROUGH 2014.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.