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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JUNIOR LEAGUE OF SAGINAW VALLEY
Employer identification number
38-1513320
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
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—2012.
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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
34,058
33,227
32,945
33,229
31,703
165,162
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......
40,621
48,770
50,624
49,069
56,299
245,383
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.
74,679
81,997
83,569
82,298
88,002
410,545
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.)
410,545
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
74,679
81,997
83,569
82,298
88,002
410,545
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
3,432
7,275
519
193
310
11,729
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
3,432
7,275
519
193
310
11,729
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.)..
78,111
89,272
84,088
82,491
88,312
422,274
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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
97.220 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
96.560 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
3.000 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
3.000 %
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
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) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JUNIOR LEAGUE OF SAGINAW VALLEY
Employer identification number
38-1513320
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 8
MISCELLANEOUS 1,042 TOTAL 1,042
FORM 990-EZ, PART I, LINE 10
ASSOCIATION OF JUNIOR LEAGUES INTL DUES 11,932 80 MAIDEN LAN, SUITE 305 NEW YORK NY 10038-4609
FORM 990-EZ, PART I, LINE 16
EXPENSES WEBSITE 1,946 INSURANCE 1,811 HEADQUARTERS 4,287 INFORMER 1,579 COMMITTEE/PERSONNEL 9,762 LEAGUE DEVELOPMENT 20,517 MISCELLANEOUS 1,364 COMMUNITY ADVISORY BOARD 435 ENABLING FUND 5,000 NON-INVESTMENT DEPRECIATION 7,075 TOTAL 53,776
FORM 990-EZ, PART I, LINE 20
CHANGE IN ENDOWMENT HELD AT SCF 7,453
FORM 990-EZ, PART II, LINE 24
ACCOUNTS RECEIVABLE 529 280 INVENTORIES FOR SALE OR USE 17,853 15,241 PREPAID EXPENSES AND DEFERRED CHARGES 991 1,988 WEBSITE 21,225 21,225 LESS ACCUMULATED DEPRECIATION 3,538 10,613 ASSETS HELD BY OTHERS - SCF 50,646 70,552 TOTAL 87,706 98,673
ORGANIZATION OF WOMEN COMMITTED TO PROMOTING VOLUNTARISM, DEVELOPING THE POTENTIAL OF WOMEN AND IMPROVING THE COMMUNITY THROUGH THE EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS. ITS PURPOSE IS EXCLUSIVELY EDUCATIONAL AND CHARITABLE.
FORM 990-EZ, PART III, LINE 28
"TO PROMOTE VOLUNTEERISM, DEVELOP THE POTENTIAL OF WOMEN AND IMPROVE THE COMMUNITY THROUGH EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS." DURING THE 2013-2014 LEAGUE YEAR, THE THEME WAS "DO LESS, BE MORE" -WELCOMED NEW MEMBERS TO THE COMMUNITY ADVISORY BOARD (CAB): JAMIE RIVETTE (YEO & YEO), RYAN MCGRAW (SAGINAW ATHLETIC CLUB), LUIS CANALAS (NEXTEER CORPORATION); RETURNING MEMBERS: DAVE KLIPPERT (BRAUN, FREDRICK & FINKBEINER), DICK DOLINSKI (LEGACY CENTER FOR STUDENT SUCCESS), AND MITCH RENO (REHMANN). BY YEAR END SADLY ACCEPTED RESIGNATION OF MITCH RENO WHO GRACIOUSLY SERVED ON THE CAB FOR OVER 10 YEARS. -LAUNCHED OUR NEW WEBSITE USING DIGITAL CHEETAH. CAPABILITIES TO USE ELECTRONIC MESSAGING; SAVE PAPERLESS MEETING MINUTES AND "BINDERS". -PAPERLESS QUARTERLY INFORMER FOR FIRST HALF OF THE YEAR. BY SPRING RESURRECTED THE PAPER INFORMER, ON QUARTERLY BASIS. -STREAMLINED THE BOARD BY REMOVING THE N&P VP POSITION FROM SITTING ON THE BOARD. THE N&P CHAIR WILL ACT AS THE LIAISON BETWEEN THE MEMBERSHIP AND THE BOARD. COMBINED THE COMMUNITY RESEARCH & PROJECT DEVELOPMENT (CRPD) AND PROGRAM COMMITTEES TO BECOME THE COMMUNITY IMPACT COMMITTEE. -BOARD ELIMINATES SPRING FUNDRAISER (MOM 2 MOM SALE) TO DECREASE BURDEN ON MEMBERSHIP, MOVING AWAY FROM "EVENT BASED" FUNDRAISING AS A SOLE MEANS OF INCOME. -PROVISIONAL TRAINERS DEVELOP "MULTIPLE ENTRY SYSTEM". FALL PROVISIONAL CLASS TO GO ACTIVE IN THE SPRING, AND A WINTER PROVISIONAL CLASS TO GO ACTIVE IN JANUARY. -FALL PROVISIONAL CLASS HAS 21 MEMBERS GO ACTIVE WITH 3 WINTER CLASS MEMBERS. -PR EDUCATES MEMBERSHIP ON HOW TO USE VARIOUS SOCIAL MEDIA APPLICATIONS TO OUR ADVANTAGE; POSITIVELY CONTRIBUTES TO THE SUCCESS OF FESTIVAL OF TREES. -FESTIVAL OF TREES SOLD 60,000 RAFFLE TICKETS, WITH 4,887 GUESTS THRU THE DOORS FOR A PROFIT OF 53,337. -COMMUNITY RESEARCH/PROJECT DEVELOPMENT COMPLETES THE ISSUE BASED COMMUNITY IMPACT PROCESS. TOPIC: HEALTH & WELLNESS, FOCUS: PROMOTE PHYSICAL FITNESS, IMPACT AREA: SELF ESTEEM. THEY FINISHED THE YEAR AND PROCESS BY GATHERING DATA FROM THE MEMBERSHIP REGARDING THE STRATEGIES WE WILL USE TO ADDRESS THE PROBLEMS IN OUR COMMUNITY. -STATE PUBLIC AFFAIRS COMMITTEE (SPAC) HOSTED 9 JLSV MEMBERS AT THE DAY AT THE CAPITAL. HELPED EDUCATE THE LEAGUE, OUR COMMUNITY AND PUBLIC OFFICIALS ON THE ISSUE OF HUMAN TRAFFICKING, BY CO-HOSTING BECKY MCDONALD, WOMEN AT RISK, INTERNATIONAL TO SPEAK IN MAY; HELPING PASS SEVERAL HOUSE AND SENATE BILLS TO ADDRESS THE ISSUE. -ENABLING FUNDS AWARDED IN THE AMOUNT OF 7,000. 1). KIDS RUN THE NATION (2,400): AFTER SCHOOL YOUTH RUNNING PROGRAM. 2). FIELD NEUROSCIENCES INSTITUTE THINKFIRST "BUCKLE YOUR BRAIN" (2,500): TO PROVIDE 350 FREE BIKE HELMETS AND EDUCATION MATERIALS. 3). COVENANT FOUNDATION PERINATAL BEREAVEMENT PROGRAM (1,000): FOR 66 BOOKS TO DISTRIBUTE TO PARENTS WHO HAVE RECENTLY EXPERIENCED THE DEATH OF A CHILD. 4). ST. MARY'S ASTHMA CAMP (1,000): TO HELP OFFSET THE TOTAL COST OF THE FREE ONE-DAY CAMP FOR CHILDREN 6-12 WHO HAVE ASTHMA. -PROGRAM COMMITTEE: GIRLS ON THE RUN IN NOVEMBER, IN DECEMBER HELPED DEPARTMENT OF HUMAN SERVICES WITH CHRISTMAS PARTY AND PUT TOGETHER 200 STOCKINGS FOR CHILDREN IN FOSTER CARE IN SAGINAW COUNTY, THROUGHOUT FEBRUARY & MARCH COLLECTED AND ASSEMBLED BASKETS FOR THE WOMEN AT BAY AREA WOMEN'S SHELTER, IN APRIL PROVIDED COVENANT KIDS RUN/WALK WITH VOLUNTEERS TO STAFF THE REGISTRATION TABLE, FINISHED THE YEAR WITH A COLLECTION OF ITEMS TO BE PUT IN DRAWSTRING BACKPACKS TO BE DISTRIBUTED TO CHILDREN AT THE 1ST WARD COMMUNITY CENTER TO KEEP THEM HEALTHY AND ACTIVE OVER THE SUMMER. -TWO 500 SCHOLARSHIPS WERE AWARDED TO COLLEGE STUDENTS. MEMBERSHIP VOTES TO, AND THE BOARD MAKES PROVISIONS TO INCREASE THE AMOUNT WE WILL AWARD TO 1,000 SCHOLARSHIPS. -SENT 6 MEMBERS TO ORGANIZATIONAL DEVELOPMENT INSTITUTE (ODI). -2010-2013 SIGNATURE PROJECT- PLAYSCAPE FOR THE ZOO COMPLETED AND OPENED IN MAY. -VOTED TO CONTINUE FESTIVAL OF TREES AS FUNDRAISER. -VOTED TO APPROVE ANNUAL CAMPAIGN TO COMMENCE THE 2014-15 LEAGUE YEAR. -BY YEAR END THERE WERE ONLY 2,201 COOKBOOKS REMAINING. -RECOGNIZED BY AJLI FOR OUR 80TH ANNIVERSARY AND FOR OUR PARTICIPATION IN THE ACTION LEARNING TEAM (ALT) PROCESS; RECEIVED A PLAQUE FOR EACH. -CULMINATED THE LEAGUE YEAR WITH THE 80TH ANNIVERSARY CELEBRATION AT THE ANNUAL MEETING. ENJOYED A VIDEO HIGHLIGHTING OUR "OAK" ANNIVERSARY WITH SOME OF THE ACCOMPLISHMENTS WE HAVE MADE OVER THE LAST 80 YEARS PROVING "OUR ROOTS ARE DEEP IN THE COMMUNITY".
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.