Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 523,414 | 578,111 | 522,367 | 516,145 | 662,864 | 2,802,901 |
| 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 | 523,414 | 578,111 | 522,367 | 516,145 | 662,864 | 2,802,901 |
| 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. | 2,802,901 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 523,414 | 578,111 | 522,367 | 516,145 | 662,864 | 2,802,901 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 635 | 149 | 50 | 32 | 6 | 872 |
| 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 VI.).. | 8,562 | 8,562 | ||||
| 11 | Total support Add lines 7 through 10. | 2,849,146 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | THE MWUL DID NOT PREVIOUSLY LIST THE TWO AUXILIARY GROUPS, THE MWUL GUILD AND YOUNG PROFESSIONALS. DESCRIPTIONS OF THESE PROGRAMS ARE INCLUDED IN LINE 4. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL KEEP THE FOLLOWING CLASSES OF MEMBERS: STUDENT, SENIOR CITIZENS, INDIVIDUAL, FAMILY, SUSTAINING, ORGANIZATION, BUSINESS (1 - 250 EMPLOYEES), BUSINESS (251 - 500 EMPLOYEES), BUSINESS (501 - 1,000 EMPLOYEES) BUSINESS (MORE THAN 1,000 EMPLOYEES) AND LABOR (UNIONS). |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER SHALL BE ENTITLED TO ONE VOTE FOR THE ELECTION OF MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER SHALL BE ENTITLED TO VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT VERSIONS OF THE FORM 990 ARE DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST SURVEY. THE BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE TRUSTEES ARE INDEPENDENT OF THE PAID STAFF OF MWUL. ANNUALLY THE TRUSTEES WILL MAKE COMPENSATION DECISIONS WITHOUT INPUT FROM THE EMPLOYEES BASED ON THEIR EXTENSIVE KNOWLEDGE AND EXPERIENCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
| REASON FOR AMENDED RETURN | THIS RETURN IS BEING AMENDED TO REPORT THE VARIOUS CHANGES RELATED TO THE FINALIZATION OF THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2014. THE RETURN WAS ORIGINALLY FILED WITH THE PRELIMINARY INFORMATION AS THE AUDIT OF THE FINANCIAL STATEMENTS WAS NOT COMPELETED PRIOR TO THE EXTENDED DUE DATE. INCOME STATEMENT AND BALANCE SHEET ACCOUNTS HAVE CHANGED AS A RESULT OF THE COMPLETION OF THE AUDIT AS DETAILED BELOW. ADDITIONALLY, ANSWERS TO SEVERAL QUESTIONS HAVE BEEN CHANGED TO REFLECT THE COMPLETION OF THE AUDITED FINANCIAL STATEMENTS. ADDITIONALLY, SCHEDULE A, SCHEDULE D, AND SCHEDULE G HAVE BEEN UPDATED TO PROVIDE THE REQUIRED INFORMATION RELATED TO THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART I: SUMMARY DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, SEVERAL LINES IN PART I: SUMMARY HAVE CHANGED AS FOLLOWS: LINE 8, CONTRIBUTIONS AND GRANTS - $687,143 TO $662,864 LINE 9, PROGRAM SERVICE REVENUE - $24,689 TO $21,959 LINE 10, INVESTMENT INCOME - $0 TO $6 LINE 11, OTHER REVENUE - $2,452 TO $-19,472 LINE 12, TOTAL REVENUE - $712,284 TO $665,357 LINE 13, GRANTS PAID - $0 TO $1,000 LINE 15, SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS - $354,976 TO $358,202 LINE 17, OTHER EXPENSES - $340,774 TO $314,076 LINE 18, TOTAL EXPENSES - $695,770 TO $673,278 LINE 19, REVENUE LESS EXPENSES - $18,534 TO $-7,921 LINE 20, TOTAL ASSETS - $118,578 TO $102,376 LINE 21, TOTAL LIABILITIES - $142,312 TO $152,559 LINE 22, NET ASSETS - $-23,734 TO $-50,183 FORM 990, PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, SEVERAL LINES IN PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS HAVE CHANGED AS FOLLOWS: LINE 1, THE ORGANIZATIONS MISSION HAS BEEN UPDATED LINE 4A, THE DESCRIPTION FOR THE EDUCATION PROGRAM HAS BEEN UPDATED. EDUCATION EXPENSES CHANGED FROM $475,266 TO $440,972 EDUCATION GRANTS CHANGED FROM $0 TO $1,000 EDUCATION REVENUE CHANGED FROM $500,748 TO $30,527 LINE 4B, THE DESCRIPTION FOR THE HEALTH INITIATIVES PROGRAM HAS BEEN UPDATED. HEALTH INITIATIVES EXPENSES CHANGED FROM $21,061 TO $61,548 HEALTH INITIATIVES REVENUE CHANGED FROM $35,060 TO $0 LINE 4C, MWUL ADDED A PROGRAM SERVICE CALLED GUILD AND YOUNG PROFESSIONALS. LINE 4C EXPENSES CHANGED FROM $0 TO $5,589 LINE 4E, TOTAL PROGRAM SERVICES EXPENSES CHANGED FROM $496,327 TO $508,379 990 PART IV, CHECKLIST OF REQUIRED SCHEDULES DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, A LINE IN PART IV; CHECKLIST OF REQUIRED SCHEDULES HAS CHANGED AS FOLLOWS: LINE 11E - NO AMENDED TO YES. 990 PART VIII, STATEMENT OF REVENUE DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, MULTIPLE LINES ON PART VIII: STATEMENT OF REVENUE HAVE CHANGED AS FOLLOWS: LINE 1B, MEMBERSHIP DUES - $2,580 TO $630 LINE 1C, FUNDRAISING EVENTS - $98,609 TO $90,100 LINE 1E, GOVERNMENT GRANTS - $347,378 TO $334,878 LINE 1F, ALL OTHER CONTRIBUTIONS - $238,576 TO $237,256 LINE 2A. PROGRAM REVENUES - $24,689 TO 21,959 LINE 3, INVESTMENT INCOME - $0 TO $6 LINE 8A, GROSS INCOME FROM FUNDRAISING EVENTS - $0 TO $8,509 LINE 8B, LESS: DIRECT EXPENSES - $0 TO $36,543 LINE 8C, NET INCOME FROM FUNDRAISING EVENTS - $0 - $-28,034 LINE 11A, OTHER INCOME - $2,452 TO $8,562 LINE 12, TOTAL REVENUE - $714,284 TO $665,357 990 PART IX, STATEMENT OF FUNCTIONAL EXPENSES DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, MULTIPLE LINES ON PART IX: STATEMENT OF FUNCTIONAL EXPENSES HAVE CHANGED AS FOLLOWS: LINE 2, GRANTS AND OTHER ASSISTANCE - FROM $0 TO $1,000 LINE 7 COL A - FROM $213,175 TO $216,174 LINE 7 COL B - FROM $156,563 TO $157,812 LINE 7 COL C - FROM $54,597 TO $56,571 LINE 7 COL D - FROM $2,015 TO $1,791 LINE 9 COL B - FROM $14,814 TO $17,348 LINE 9 COL C - FROM $6,573 TO $4,650 LINE 9 COL D - FROM $2,181 TO $1,570 LINE 10 COL A - FROM $23,733 TO $23,960 LINE 10 COL B - FROM $17,337 TO $17,637 LINE 10 COL C - FROM $4,714 TO $4,727 LINE 10 COL D - FROM $1,682 TO $1,596 LINE 11A COL A - FROM $112,528 TO $102,584 LINE 11A COL B - FROM $79,604 TO $88,860 LINE 11A COL C - FROM $23,162 TO $ 10,260 LINE 11A COL D - FROM $9,762 TO $3,464 LINE 11C COL A - FROM $13,000 TO $0 LINE 11C COL B - FROM $9,750 TO $0 LINE 11C COL C - FROM $2,340 TO $0 LINE 11C COL D - FROM $910 TO $0 LINE 11G COL A - FROM $0 TO $13,000 LINE 11G COL B - FROM $0 TO $12,134 LINE 11G COL C - FROM $0 TO $866 LINE 12 COL A - FROM $125 TO $1,065 LINE 12 COL B - FROM $112 TO $275 LINE 12 COL C - FROM $13 TO $790 LINE 13 COL A - FROM $0 TO $10,437 LINE 13 COL B - FROM $0 TO $6,246 LINE 13 COL C - FROM $0 TO $4,191 LINE 14 COL A - FROM $15,117 TO $ 15,118 LINE 14 COL B - FROM $11,707 TO $11,128 LINE 14 COL C - FROM $1,947 TO $2,983 LINE 14 COL D - FROM $1,463 TO $1,007 LINE 16 COL A - FROM $68,600 TO $76,801 LINE 16 COL B - FROM $44,250 TO $54,999 LINE 16 COL C - FROM $7,355 TO $18,268 LINE 16 COL D - FROM $16,995 TO $3,534 LINE 17 COL A - FROM $7,075 TO $0 LINE 17 COL B - FROM $1,838 TO $0 LINE 17 COL C - FROM $5,221 TO $0 LINE 17 COL D - FROM $16 TO $0 LINE 19 COL A - FROM $2,014 TO $9,090 LINE 19 COL B - FROM $596 TO $4,021 LINE 19 COL C - FROM $1,418 TO 5, 069 LINE 20 COL A - FROM $4,197 TO $8,916 LINE 20 COL B - FROM $3,147 TO $6,563 LINE 20 COL C - FROM $755 TO $1,759 LINE 20 COL D - FROM $295 TO $594 LINE 22 COL A - FROM $0 TO $341 LINE 22 COL B - FROM $0 TO $251 LINE 22 COL C - FROM $0 TO $67 LINE 22 COL D - FROM $0 TO $23 LINE 23 COL B - FROM $7,195 TO $6,977 LINE 23 COL C - FROM $1,644 TO $1,870 LINE 23 COL D - FROM $639 TO $631 LINE 24A COL A - FROM $32,679 TO $32,229 LINE 24A COL D - FROM $450 TO $0 LINE 24B COL A - FROM $22,670 TO $23,503 LINE 24B COL B - FROM $17,865 TO $15,246 LINE 24B COL C - FROM $3,368 TO $6,931 LINE 24B COL D - FROM $1,437 TO $1,326 LINE 24C COL A - FROM $51,871 TO $11,034 LINE 24C COL B - FROM $28,410 TO $4,778 LINE 24C COL C - FROM $9,042 TO $6,256 LINE 24C COL D - FROM $14,419 TO $0 LINE 25 COL A - FROM $695,750 TO $673,278 LINE 25 COL B - FROM $496,327 TO $508,379 LINE 25 COL C - FROM $128,259 TO $130,463 LINE 25 COL D - FROM $71,164 TO $34,436 990 PART X, BALANCE SHEET DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, MULTIPLE LINES ON PART X: BALANCE SHEET HAS CHANGED AS FOLLOWS: LINE 1 COL B - FROM $38,127 TO $38,604 LINE 4 COL B - FROM $80,451 TO $62,069 LINE 10A - FROM $0 TO $277,300 LINE 10B - FROM $0 TO $275,597 LINE 10C COL B - FROM $0 TO $1,703 LINE 16 COL B - FROM $118,578 TO $102,376 LINE 17 COL B - FROM $7,924 TO $15,733 LINE 24 COL B - FROM $134,130 TO $136,599 LINE 25 COL B - FROM $258 TO $227 LINE 26 COL B - FROM $142,312 TO $152,559 LINE 27 COL A - FROM $-67,364 TO $-175,514 LINE 27 COL B - FROM $-23,734 TO $-173,333 LINE 28 COL A - FROM $25,102 TO $133,252 LINE 28 COL B - FROM $0 TO $123,150 LINE 33 COL B - FROM $-23,734 TO $-50,183 LINE 34 COL B - FROM $118,578 TO $102,376 990 PART XI, RECONCILIATION OF NET ASSETS DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, MULTIPLE LINES ON PART XI: RECONCILIATION OF NET ASSETS HAS CHANGED AS FOLLOWS: LINE 1 - FROM $714,284 TO $665,357 LINE 2 - FROM $695,750 TO $673,278 LINE 3 - FROM $18,534 TO $-7921 LINE 10 - FROM $-23,734 TO $-50,183 PLEASE ALSO NOTE THAT DUE TO CHANGES IN THE FINANCIAL INFORMATION AS A RESULT OF THE AUDITED FINANCIAL STATEMENTS, THERE ARE SOME CHANGES IN THE ACCOMPANYING SCHEDULES (SCHEDULE A, B, D, AND G) AS WELL. |
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