Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
144 EAST 39TH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016
D Employer identification number

23-7037147
E Telephone number

G Gross receipts $ 1,387,570
F Name and address of principal officer:
CHRISTOPHER BROADWELL
144 EAST 39TH STREET
NEW YORK,NY10016
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ESUUS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions) Click to see attachment
H(c)
Group exemption number MediumBullet1899
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ENGLISH-SPEAKING UNION (ESU) EMPLOYS ENGLISH AS A CATALYST TO FOSTER GLOBAL UNDERSTANDING AND GOOD WILL THROUGH EDUCATIONAL OPPORTUNITIES AND CULTURAL EXCHANGE PROGRAMS. IN A SHRINKING WORLD DOMINATED BY DOLLARS AND DIGITS, BLOOD NATIONAL BORDERS AND UNPRECEDENTED NUMBERS OF DISPLACED PERSONS, THE ESU BELIEVES IN BUILDING A BETTER WORLD THROUGH THE ENGLISH LANGUAGE AND INTERNATIONAL EXCHANGE. WE WORK TO INSPIRE COMMON BONDS, PERSON-TO-PERSON, ONE CONVERSATION, ONE PRESENTATION AND ONE EXCHANGE AT A TIME. BY PROMOTING CREATIVE AND CONFIDENT CIVIL DISCOURSE, WE ENABLE PARTICIPANTS TO RISE TO THEIR POTENTIAL AS INDIVIDUALS, THRIVE AS GLOBAL CITIZENS, AND JOIN WORLDWIDE IN PURSUING CONDITIONS FOR PEACE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 330
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 330
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 6
6 Total number of volunteers (estimate if necessary) ............. 6 950
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 494,045 478,717
9 Program service revenue (Part VIII, line 2g) ......... 590,300 529,611
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 235,200 153,876
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 24,065 110,882
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,343,610 1,273,086
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 345,497 345,253
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 44,125 46,592
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,932    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,015,664 1,028,570
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,405,286 1,420,415
19 Revenue less expenses. Subtract line 18 from line 12....... -61,676 -147,329
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,689,165 6,220,353
21 Total liabilities (Part X, line 26)............. 42,491 48,539
22 Net assets or fund balances. Subtract line 21 from line 20..... 6,646,674 6,171,814
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: FOUNDED IN 1920, THE ESU IS A NONPROFIT, NONPOLITICAL ORGANIZATION, WHICH UTILIZES ENGLISH AS A CATALYST TO FOSTER GLOBAL UNDERSTANDING AND GOOD WILL BY PROVIDING EDUCATIONAL OPPORTUNITIES AND CULTURAL EXCHANGE FOR STUDENTS, EDUCATORS, AND RECENT IMMIGRANTS.ESU MEMBERS WORK TOGETHER LOCALLY AND NATIONALLY THROUGH A VARIETY OF PROGRAMS. ESU NATIONAL PROGRAMS ARE SUPPORTED BY ITS UNRESTRICTED ENDOWMENT AND CORPORATE AND FOUNDATION GRANTS AS WELL AS BY THE GENEROSITY OF ITS MEMBERS, WHO BENEFIT FROM THE PERSONAL RELATIONSHIPS AND INTERNATIONAL EXPOSURE GAINED FROM ESU ACTIVITIES AND EVENTS WHILE THEY PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO SUSTAIN ESU EDUCATIONAL PROGRAMS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 860,129 including grants of $ 134,846 ) (Revenue $ 529,611 )
AS PART OF SHAKESPEARE400, THE INTERNATIONAL YEARLONG OBSERVANCE OF SHAKESPEARE'S LIFE, LEGACY, AND WORK IN HONOR OF THE QUADRICENTENNIAL OF HIS DEATH, THE 2016 ESU WORKSHOPS FOCUSED ON TEACHING THE 1623 FIRST FOLIO, THE FIRST COLLECTION OF SHAKESPEARE'S WORKS INCLUDING THE FIRST-KNOWN PRINTING OF MANY OF HIS PLAYS. ESU TEACHING SHAKESPEARE WORKSHOPS UNDERWRITTEN BY ESU BRANCHES TOOK PLACE IN HONOLULU (HI); SYRACUSE (NY); FORT LAUDERDALE (FL); RED BANK (NJ); PROVIDENCE (RI); KANSAS CITY (MO) AND NEW YORK CITY. AMONG THE ESU'S PARTNER ORGANIZATIONS IN THE WORKSHOPS WERE THE KANSAS CITY PUBLIC LIBRARY, THE NEW-YORK HISTORICAL SOCIETY, BROWN UNIVERSITY, LEMOYNE COLLEGE, AND TWO RIVER THEATER OF NJ. ADDITIONALLY, ESU BRANCHES IN CENTRAL FLORIDA, LOS ANGELES, OKLAHOMA CITY, AND TULSA (OK) ORGANIZED INDEPENDENT SUMMER SHAKESPEARE WORKSHOPS FOR TEACHERS. SINCE ITS INCEPTION IN 2010, THE ESU SHAKESPEARE TEACHER PROGRAMS HAVE SERVED MORE THAN 1,000 EDUCATORS FROM OVER 30 STATES. THE ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC) IS COMMITTED TO IMPROVING THE LIVES OF NEW IMMIGRANTS BY PROVIDING A WELCOMING ENVIRONMENT, RESOURCES, AND INFORMATION TO HELP THEM IMPROVE THEIR ENGLISH LANGUAGE SKILLS TO EXPLORE WORK AND STUDY OPPORTUNITIES, NETWORK, PURSUE CITIZENSHIP, AND ACQUIRE CULTURAL FLUENCY IN ORDER TO PARTICIPATE FULLY IN AMERICAN SOCIETY. ARNIC PARTICIPANTS RECEIVE A ONE-YEAR SCHOLARSHIP TO PARTICIPATE IN ENGLISH IN ACTION, ENGLISH LANGUAGE CLASSES, WORKSHOPS, AND CULTURAL AND CIVIC TRIPS AND EVENTS. ARNIC IS THE STANDARD-BEARER FOR THE ESU AND REFLECTS THE INSTITUTION'S PRIORITIES AND COURSE OF ACTION. DURING THE 2016 FISCAL YEAR, ARNIC CONTINUED TO BUILD ON THE MOMENTUM BEGUN IN PREVIOUS YEARS, PARTICULARLY WITH REGARDS TO ITS PROGRAM PARTNERSHIPS WITH ORGANIZATIONS INCLUDING STREETWISE PARTNERS AND THE NEW YORK JUNIOR LEAGUE BOTH OF WHICH HAVE LAID THE FOUNDATION FOR AN ONGOING SPECIAL BUSINESS MENTORSHIP PROGRAM TO PAIR RECENT IMMIGRANTS WITH AMERICAN PROFESSIONALS. IN MAY 2016, THE THIRD ANNUAL ARNIC GRADUATION CEREMONY WAS HOSTED BY OPEN SOCIETY FOUNDATIONS, A MAJOR DONOR TO THE PROGRAM. GRADUATION SPEAKERS INCLUDED HASAN MINHAJ OF THE DAILY SHOW, AND, ON BEHALF OF HER FELLOW GRADUATES, MS. FALONNE BELJUBY BILLY DEMBI, ORIGINALLY FROM THE REPUBLIC OF THE CONGO. IN FISCAL YEAR 2016 ALONE, THERE WERE 365 ARNIC MEMBERS. SINCE ITS LAUNCH IN 2013, ARNIC HAS SERVED MORE THAN 500 RECENT IMMIGRANTS FROM 66 COUNTRIES OF ORIGIN.ENGLISH IN ACTION PAIRS NEWCOMERS TO THE UNITED STATES WITH VOLUNTEERS, FLUENT ENGLISH SPEAKERS, FOR ONE-ON-ONE CONVERSATION SESSIONS, HELPING THEM MASTER CONVERSATIONAL ENGLISH AND LEARN ABOUT LIFE IN THE US, WHILE ALSO FOSTERING CROSS-CULTURAL EXCHANGE. A HALLMARK OF THE PROGRAM IS ITS COMPREHENSIVE TUTOR TRAINING FOR THE VOLUNTEERS, WHICH EMPHASIZES THE BEST PRACTICES IN CROSS-CULTURAL LEARNING AND LEADERSHIP DEVELOPMENT. EXPANDED TUTOR TRAININGS FOCUSED THIS YEAR ON CULTURAL COMPETENCY AND WORKING WITH REFUGEES. IN ADDITION TO EXTENSIVE PROGRAM OPERATION IN NEW YORK CITY, ESU BRANCHES IN PORTLAND (OR), SEATTLE (WA), COLUMBUS (OH), LEXINGTON (VA), MONMOUTH COUNTY (NJ), AND NEW ORLEANS (LA) UNDERTAKE THE PROGRAM. THIS YEAR, ENGLISH IN ACTION ENGAGED OVER 400 TUTORS AND NEARLY 700 STUDENTS FROM SOME 65 COUNTRIES. ESU MIDDLE SCHOOL DEBATE IS AN EDUCATIONAL INITIATIVE FOR STUDENTS IN GRADES 5 TO 8 THAT WAS LAUNCHED WITH SUPPORT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES. IT IS DESIGNED TO HELP YOUNG ADOLESCENTS DEVELOP CRITICAL THINKING AND LANGUAGE ARTS SKILLS. THE ESU PARTNERS WITH THE CLAREMONT MCKENNA COLLEGE MIDDLE SCHOOL PUBLIC DEBATE PROGRAM, INTERNATIONAL LEADERS IN MIDDLE SCHOOL DEBATE EDUCATION, TO ESTABLISH INTER-SCHOOL DEBATE PROGRAMS IN ESU BRANCH COMMUNITIES. THE ESU MIDDLE SCHOOL DEBATE PROGRAM CONTINUES TO GROW SIGNIFICANTLY. THIS YEAR, 50 SCHOOLS - PUBLIC, PRIVATE, PAROCHIAL, AND CHARTER - COMPRISED SIX DEBATE LEAGUES - THREE IN NEW YORK, TWO IN NEW JERSEY, AND ONE IN WASHINGTON, D.C. MORE THAN 1,700 STUDENTS ENGAGED IN WEEKLY AFTER-SCHOOL DEBATE ACTIVITIES TO DEVELOP AND HONE STUDENT'S PUBLIC SPEAKING, CRITICAL THINKING, LISTENING, AND DEBATING SKILLS. PARTICIPATING IN 1,530 INDIVIDUAL DEBATES, OUR PROGRAM HAD A RECORD YEAR FOR PARTICIPATION. ON APRIL 16TH, THE 2016 ESU MSPDP CHAMPIONSHIP TOURNAMENT (EAST COAST) WAS HELD AT STONE BRIDGE MIDDLE SCHOOL IN ALLENTOWN, NJ. ALL SIX ESU DEBATE LEAGUES PARTICIPATED BRINGING TOGETHER 250 DEBATERS FROM 29 SCHOOLS FROM NEW YORK, NEW JERSEY, VIRGINIA, MARYLAND, AND WASHINGTON, D.C. THROUGHOUT THE CHAMPIONSHIP TOURNAMENT, 216 ROUNDS OF DEBATE TOOK PLACE WITH THE HELP OF MORE THAN 100 VOLUNTEER JUDGES, LOGGING APPROXIMATELY 6,000 MINUTES OF DEBATE. WITH FIVE ROUNDS OF DEBATE, PLUS AN ADDITIONAL GRAND PUBLIC DEBATE ON THE TOPIC "JUSTICE ANTONIN."THE ESU SECONDARY SCHOOL EXCHANGE (SSE) IS A MERIT-BASED SCHOLARSHIP THAT PROVIDES TUITION AND ROOM AND BOARD FOR US SCHOLARS TO SPEND A SEMESTER OR YEAR BETWEEN HIGH SCHOOL AND COLLEGE (KNOWN AS A "GAP YEAR") AT A SELECT BRITISH OR ARGENTINE BOARDING SCHOOL, AND FOR UK SCHOLARS TO SPEND THEIR GAP YEAR AT SELECT US SCHOOLS. IN THIS YEAR, 38 SSE STUDENTS ATTENDED SELECT INDEPENDENT SCHOOLS IN THE UK, US, AND ARGENTINA THROUGH THE PROGRAM. SINCE ITS INCEPTION IN 1928, SOME 6,000 STUDENTS HAVE PARTICIPATED. THE WALTER HINES PAGE SCHOLARSHIP IS NAMED AFTER THE HONORABLE WALTER HINES PAGE, AMERICAN AMBASSADOR TO THE COURT OF ST. JAMES'S DURING WORLD WAR I. THIS SCHOLARSHIP OFFERS BRITISH AND ARGENTINE TEACHERS THE OPPORTUNITY TO TRAVEL AND EXCHANGE EDUCATIONAL IDEAS. SCHOLARS TRAVEL TO THE US TO STUDY AN ASPECT OF EDUCATION THAT IS RELEVANT TO THEIR OWN PROFESSIONAL INTERESTS AND DEVELOPMENT. SPONSORED BY THE ESU OF THE COMMONWEALTH AND ESU ARGENTINA, THIS INTERNATIONAL EXCHANGE OF EDUCATIONAL TECHNIQUES AND IDEAS BENEFITS THE EDUCATORS - AND THEIR STUDENTS - ON THREE CONTINENTS. AMERICAN ESU BRANCH MEMBERS ENJOY MEETING AND HOSTING THE TRAVELLING EDUCATORS. LAST YEAR, THE PROGRAM PROVIDED FOUR EDUCATORS WITH THE OPPORTUNITY TO STUDY IN THE US. THE ESU NATIONAL SPEAKERS PROGRAM PRESENTS PROMINENT LECTURERS IN THE FIELDS OF HISTORY, POLITICS, THE ARTS, LITERATURE, AND CURRENT EVENTS IN CITIES ACROSS THE COUNTRY THROUGH THE NETWORK OF ESU BRANCHES. THE ESU NATIONAL ORGANIZATION UNDERWROTE THE EVELYN WRENCH SPEAKER PROGRAM AND PLANNED THEM IN COOPERATION WITH BRANCHES THROUGHOUT THE US. STARTED IN 1920, THE PROGRAM IS NAMED FOR ESU FOUNDER SIR EVELYN WRENCH. THIS YEAR'S WRENCH SPEAKERS INCLUDED RICHARD BUCKLEY OBE, CO-DIRECTOR OF THE UNIVERSITY OF LEICESTER ARCHEOLOGICAL SERVICES; SIMON CLAXTON, RETIRED ENGLISH SCHOOLTEACHER AND FORMER ESU EXCHANGE STUDENT; THE LORD LISVANE KCB, RETIRED CLERK OF THE HOUSE OF COMMONS; ROBERT HULSE, DIRECTOR, LONDON'S BRUNEL MUSEUM; SIR CHRISTOPHER HUM KCMG, FORMER BRITISH AMBASSADOR TO CHINA; PAUL EDMONDSON, HEAD OF RESEARCH AND KNOWLEDGE, SHAKESPEARE BIRTHPLACE TRUST; AND ANDREA MAYS, AUTHOR AND PROFESSOR OF ECONOMICS, CAL STATE UNIVERSITY AT LONG BEACH. THESE SPEAKERS TRAVELLED TO ALL 8 ESU REGIONS AND SPOKE TO 2,477 ESU MEMBERS AT 47 ESU BRANCHES. THE ESU INTERNATIONAL PUBLIC SPEAKING COMPETITION BRINGS 50 INTERNATIONAL COMPETITORS TO LONDON FOR A WEEK IN WHICH STUDENTS PARTICIPATE IN A RANGE OF ACTIVITIES CENTERED ON BOTH COMMUNICATION AND CULTURAL EXCHANGE. THE ESU SENT SHELBY RAGIN, SOPHOMORE AT THE PEDDIE SCHOOL IN HIGHSTOWN, NJ, TO LONDON TO REPRESENT THE US THIS YEAR. COMPETITORS VISITED AND PARTICIPATED IN WORKSHOPS AT SHAKESPEARE'S GLOBE THEATER, ATTENDED A THEATER PERFORMANCE IN LONDON'S WEST END, AND WORKED WITH SOME OF THE ESU OF THE COMMONWEALTH'S MOST EXPERIENCED SPEECH AND DEBATE MENTORS. SINCE ITS INCEPTION IN 1981, THE COMPETITION HAS SERVED MORE THAN 40,000 YOUNG PEOPLE FROM MORE THAN 50 COUNTRIES AROUND THE GLOBE.
4b (Code:   ) (Expenses $ 210,407 including grants of $ 210,407 ) (Revenue $   )
BRITISH UNIVERSITY SUMMER SCHOOL (BUSS) SCHOLARSHIPS PROVIDE AMERICAN HIGH SCHOOL TEACHERS WITH FUNDS TO CONTINUE THEIR EDUCATION AT PRESTIGIOUS CENTERS OF LEARNING IN THE UNITED KINGDOM: OXFORD UNIVERSITY, SHAKESPEARE'S GLOBE THEATRE, AND EDINBURGH UNIVERSITY. THROUGH NEARLY 60 YEARS, ESU BUSS SCHOLARS FROM ALL OVER THE US HAVE RETURNED FROM THEIR STUDIES TO THEIR CLASSROOMS INVIGORATED AND EQUIPPED TO SHARE THEIR NEWLY ACQUIRED TEACHING AND LEARNING STRATEGIES WITH MORE THAN 200,000 STUDENTS NATIONWIDE. SINCE ITS INCEPTION, THE PROGRAM HAS SENT MORE THAN 2,500 AMERICAN HIGH SCHOOL AND MIDDLE SCHOOL TEACHERS TO SUMMER STUDY IN GREAT BRITAIN. IN FISCAL YEAR 2015-2016, IT PROVIDED 54 SCHOLARSHIPS.
4c (Code:   ) (Expenses $ 133,228 including grants of $   ) (Revenue $   )
THE ENGLISH-SPEAKING UNION NATIONAL SHAKESPEARE COMPETITION IS A SCHOOL-BASED PROGRAM FOR TEACHERS DESIGNED TO DEVELOP SPEAKING SKILLS, CRITICAL THINKING, AND AN APPRECIATION FOR LITERATURE. STUDENTS READ, ANALYZE, PERFORM, AND RECITE SHAKESPEARE MONOLOGUES AND SONNETS IN THREE QUALIFYING STAGES: AT THE SCHOOL, COMMUNITY, AND NATIONAL LEVELS. IT IS THE ONLY NATIONAL SHAKESPEARE COMPETITION EXCLUSIVELY FOR HIGH SCHOOL STUDENTS. THE 33RD ANNUAL ENGLISH-SPEAKING UNION NATIONAL SHAKESPEARE COMPETITION OCCURRED ON MAY 2, 2016 ON STAGE AT LINCOLN CENTER THEATER IN NEW YORK AND DREW 55 NATIONWIDE WINNERS OF ESU BRANCH COMPETITIONS. THE FIRST-PLACE WINNER FROM HAWAII WON A FULL SCHOLARSHIP TO THE ROYAL ACADEMY OF DRAMATIC ART YOUNG ACTORS SUMMER SCHOOL IN LONDON, ENGLAND. THE RUNNER-UP, REPRESENTING THE GREENWICH BRANCH OF THE ESU, WON A FULL SCHOLARSHIP TO THE AMERICAN SHAKESPEARE CENTER THEATRE CAMP IN STAUNTON, VIRGINIA. TO HONOR THE EVENT, THE HONORABLE BILL DE BLASIO, MAYOR OF THE CITY OF NEW YORK, CITED THE SHAKESPEARE COMPETITION'S 33RD SEASON, AND PROCLAIMED MAY 2ND WILLIAM SHAKESPEARE DAY IN NEW YORK CITY. THE NATIONAL SHAKESPEARE COMPETITION PARTICIPATED IN SHAKESPEARE400, THE INTERNATIONAL YEARLONG OBSERVANCE OF SHAKESPEARE'S LIFE, LEGACY, AND WORK IN HONOR OF THE QUADRICENTENNIAL OF SHAKESPEARE'S DEATH. FOUNDED IN 1983, THE ESU NATIONAL SHAKESPEARE COMPETITION HAS SERVED MORE THAN 300,000 HIGH SCHOOL STUDENTS. ANNUALLY, THE PROGRAM REACHES MORE THAN 21,500 STUDENTS IN 850 COMPETITIONS IN 55 ESU BRANCH COMMUNITIES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,203,764
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
11
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
6
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
330
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
330
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHRISTOPHER BROADWELLESU-NATIONAL HEADQUARTERS144 EAST 39TH STREET   NEW YORK,NY10016 (212) 818-1200
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MS NOLA ANN ACKER......................................................................
BRANCH TREASURER
1.00
.................
 
X   X       0 0 0
(2) DR DANIEL ADAMS......................................................................
BRANCH PRESIDENT
1.00
.................
 
X   X       0 0 0
(3) MS SUSANNA ADKINS......................................................................
BRANCH OFFICE MANAGER/SPEAKER CONTACT
1.00
.................
 
X   X       0 0 0
(4) MR A RANDALL ALT......................................................................
BRANCH TREASURER
1.00
.................
 
X   X       0 0 0
(5) MR ROBERT AMOTT......................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.................
 
X   X       0 0 0
(6) ANNA LEE......................................................................
BRANCH PRESIDENT
1.00
.................
 
X   X       0 0 0
(7) MS VICTORIA ARNOLD......................................................................
BRANCH OFFICE MANAGER
1.00
.................
 
X   X       0 0 0
(8) MS SOMMER BAKER......................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.................
 
X   X       0 0 0
(9) MS ALYCE BAKER......................................................................
BRANCH TREASURER
1.00
.................
 
X   X       0 0 0
(10) MS BARBARA BARBARICS......................................................................
BRANCH SECRETARY
1.00
.................
 
X   X       0 0 0
(11) MR FRANK PAUL BARBER......................................................................
BRANCH PRESIDENT
1.00
.................
 
X   X       0 0 0
(12) MR RONALD BARR......................................................................
BRANCH VICE PRESIDENT
1.00
.................
 
X   X       0 0 0
(13) MS PATRICIA BATES......................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.................
 
X   X       0 0 0
(14) MRS CATHERINE BAUM......................................................................
BRANCH SECRETARY
1.00
.................
 
X   X       0 0 0
(15) MR ROBERT N BAYLESS......................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.................
 
X   X       0 0 0
(16) MR ANTHONY BEALS......................................................................
BRANCH TREASURER
1.00
.................
 
X   X       0 0 0
(17) MRS LORNA BENNETT......................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.................
 
X   X       0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DR PAUL BERESFORD-HILL CBE KSTJ........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(19) DR GERALD BILLIONS........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(20) DR KAREN BLAIR-BRAND........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(21) MRS MELODY BLANKENSHIP........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(22) MR RONALD BLATE........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(23) MR PAUL T BOGHOSIAN........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(24) MS FRANCES ALISON BOK........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(25) MR PAUL W BOLTZ........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(26) MR JOHN BOUBELIK........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(27) MRS LYN M BRADFORD........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(28) MR JOHN BRAZIEL........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(29) MRS JANE BROOKE........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(30) MR ROBERT A BROOKER........................................................................
BRANCH VICE PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(31) MRS JACQUELINE BROWN........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(32) MR WYN BROWN........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(33) MR HENRY BROWN........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(34) MS GINGER BRYANT........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(35) MS RUTH A BRYANT........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(36) MRS MARY BUCKLEY........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(37) MR DANIEL BUKOVAC........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(38) MRS DULCIE BULL........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(39) MS NICOLE BURRISS........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(40) MRS SHED H CAFFEY........................................................................
BRANCH SCHOLARSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(41) MS MARY GILMORE CAFFREY........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(42) DR ANN COOK CALHOUN........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(43) MR DENNIS CALTAGIRONE........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(44) MS SUSAN CAMPBELL........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(45) MRS MARY-IRVING CAMPBELL........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(46) MS LOUISE CECIL........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(47) MRS BETTY JANE BRINDLEY CHALFANT........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(48) MR AND MRS BRAD CHAMPLIN........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(49) MR RICK CHERRY........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(50) MS CHARLOTTE E CHUMLEA........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(51) MR ANTONIO CINELLI........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(52) MRS BETTY CLARKE........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(53) MS KITTY COMSTOCK........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(54) MRS CAROL CONOVER........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(55) DR LOVEDAY CONQUEST PHD........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(56) MRS BETTE COOK........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(57) MRS POLLY WILLIAMS COX........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(58) MS KATHLEEN CREEKMUIR........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(59) DR HOWARD F CREVELING JR........................................................................
BRANCH VICE PRESIDENT/SECRETARY
1.00
.......................  
X   X       0 0 0
(60) MR HENRY CRIBBS........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(61) MRS MORTIMER L CURRAN........................................................................
BRANCH VICE PRESIDENT/MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(62) MRS WENDY DAVENPORT........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(63) MRS GISELA DAVIS........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(64) MRS LISA DAVIS........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(65) MS VIRGINIA DE LA GARZA........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(66) MR W WESLEY DEVOTO OBE........................................................................
BRANCH CHAIRMAN OF THE BOARD
1.00
.......................  
X   X       0 0 0
(67) MRS GERI DICKS........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(68) MR ARTHUR H DIETZ JR........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(69) MR WAYNE DIMM........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(70) MS GWEN DIXIE........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(71) MRS PHYLLIS DONNELLY-INGOLD........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(72) MISS CATHARINE-MARY DONOVAN........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(73) DR KENNETH R DORMAN........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(74) MRS DIANA DORMAN........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(75) MS MARTHA DOUGLAS-OSMUNDSON........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(76) MR CHARLES L DOWNS........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(77) MRS TERRI DULA........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(78) MS VIRGINIA O DULWORTH........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(79) MR JEAN PAUL ELARD........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(80) MS JO ELLIS........................................................................
BRANCH SHAKESPEARE COORDINATOR
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BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(246) MS COLLEEN PORTER........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(247) MRS NATALIE T PRAY........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(248) MR JOHN N RAMPE........................................................................
BRANCH PRESIDENT/SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(249) MS CAROLYN L REED........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(250) MS ALLIS RENNIE........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(251) MRS BONNIE M RESINSKI........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(252) MS SUZANNE BARKSDALE RICE........................................................................
BRANCH SECRETARY/SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(253) MR DAVID RICHARDT........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(254) MS CAROLE A RIECK........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(255) MRS ANN ROBARDS........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(256) MR BRAD ROBBERT........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(257) MRS FRANCINE ROBERSON........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(258) MR DELMAR L ROBERTS........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(259) MR JOHN C ROBERTSON........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(260) MR CHARLES ROBINSON........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(261) MR GEORGE D ROBISON III........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(262) MR JERRY E ROCKHOLD........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(263) DR DONALD J ROSATO........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(264) MR MICHAEL D ROSS........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(265) MRS BARBARA ROTHBEIND........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(266) MS ANGELA RUBIN........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(267) MRS MINETTE SABER........................................................................
BRANCH VICE PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(268) MR JOHN R SAPP........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(269) MS STEFANIE SASAKI........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(270) MR RAYMOND D SAVAGE........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(271) MR JEFFREY L SCHNABEL........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(272) MR FREDERIC W SCHWARTZ JR........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(273) MR CHRISTOPHER SCOTT........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(274) MR TERRY SCOTT........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(275) MR W TUNSTALL SEARCY JR........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(276) MR TERRANCE A SECKER........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(277) MRS CYNTHIA SECKER........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(278) MR TERRANCE A SECKER........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(279) MRS PAMELA SELLMAN........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(280) MR TAYLOR SHARPE........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(281) DR SUSAN ROBIN SINCLAIR........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(282) MR JAN SLEE........................................................................
BRANCH PRESIDENT/TREASURER
1.00
.......................  
X   X       0 0 0
(283) MR RICHARD SMARG........................................................................
BRANCH PRESIDENT/TREASURER
1.00
.......................  
X   X       0 0 0
(284) MRS SUSAN B SMITH........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(285) MRS JANET SMUGA........................................................................
BRANCH SECRETARY/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(286) MS DOT SOWERBY........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(287) MRS SHIRLEY P SPEARS........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(288) MR ROGER F STACEY........................................................................
BRANCH VICE PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(289) MR THOMAS D STEVENSON........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(290) MRS LOIS STORMONT........................................................................
BRANCH EDUCATION COORDINATOR
1.00
.......................  
X   X       0 0 0
(291) MR THOMAS STRAUS........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(292) MRS VANESSA STRICKLAND........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(293) MR RICHARD STURM........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(294) MS PATRICIA S TALTON........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(295) MR RICHARD TARNOW........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(296) MS KIM THEISS........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(297) MR CHARLES I THOMPSON........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(298) MS SUSAN THOMPSON........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(299) MRS FREDERICK W TOOHEY........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(300) MRS CATHERINE TOWNSEND........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(301) MS ELIZABETH K TRACY........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(302) MRS ANNABELLE RADCLIFF-TRENNER........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(303) DR BARBEE TUCKER-PIGOTT PHD........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(304) MS CAMI VAN ANNE........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(305) DR JULIA CHURCHILL VAN DE WATER........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(306) MS KRISSY VILLEMONTE........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(307) MR ROBERT A VINYARD........................................................................
BRANCH PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(308) MS ANNE VOLK........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(309) MRS PAMELA GRABCZYNSKI VOSS........................................................................
BRANCH VICE PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(310) DR ALAN WAGGONER........................................................................
BRANCH VICE PRESIDENT/SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(311) MS JOANN WALLACE........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(312) MS MARY-PATRICIA WARNEKE........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(313) MS SHERRY WEISS........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(314) MRS DALE WHEARY........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(315) MRS INDIA WHEDBEE........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(316) MR BRIAN D WHITE........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(317) DR RICHARD T WHITEHEAD........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(318) MR MACLIN D WHITEMAN........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(319) MRS HENRY C WICK III........................................................................
BRANCH MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
(320) MS BARBARA G WILLETTE........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(321) MS JACQUELINE WILLIAMS........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(322) MS SARAH L WILLIAMS........................................................................
BRANCH SECRETARY
1.00
.......................  
X   X       0 0 0
(323) DR MARJORIE J WILLIAMS........................................................................
BRANCH VICE PRESIDENT
1.00
.......................  
X   X       0 0 0
(324) MR GEORGE T WILLIAMSON........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(325) MR MARTIN WILLIS-JACKSON........................................................................
BRANCH TREASURER
1.00
.......................  
X   X       0 0 0
(326) MS SUSAN WILSON........................................................................
BRANCH ASSIST TREASURER/SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(327) MR GERALD A WOOD........................................................................
BRANCH PRESIDENT
1.00
.......................  
X   X       0 0 0
(328) MR CHRISTOPHER WRIGHT........................................................................
BRANCH SHAKESPEARE COORDINATOR
1.00
.......................  
X   X       0 0 0
(329) MR JESSE G WRIGHT JR........................................................................
BRANCH SPEAKER CONTACT
1.00
.......................  
X   X       0 0 0
(330) DR RALPH WYNDRUM........................................................................
BRANCH PRESIDENT/MEMBERSHIP CHAIR
1.00
.......................  
X   X       0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 181,097
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 297,620
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 478,717
 Program Service RevenueAmt Business Code
2a EVENTS INCOME 541990 529,611 529,611    
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 529,611
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 103,456     103,456
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   100,840
b Less: cost or other basis and sales expenses   50,420
c Gain or (loss)   50,420
d Net gain or (loss).....MediumBullet 50,420     50,420
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 115,552
b Less: direct expenses ...b 64,044
c Net income or (loss) from fundraising events..MediumBullet 51,508   51,508
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 999
b Less: direct expenses ...b 20
c Net income or (loss) from gaming activities..MediumBullet 979     979
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a OTHER INCOME 541990 58,395     58,395
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 58,395
12 Total revenue. See Instructions......MediumBullet 1,273,086 529,611 0 264,758
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 345,253 345,253
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 45,189 10,169 34,426 594
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ........... 1,403 227 1,176  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,000   2,000  
c Accounting ........... 2,778 1,214 1,564  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 25,117 687 23,880 550
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 53,521 3,500 50,021  
12 Advertising and promotion ....        
13 Office expenses ....... 62,207 25,633 35,786 788
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 20,448 4,929 15,519  
17 Travel ............ 8,779 3,010 5,769  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 609,899 597,558 12,341  
20 Interest ........... 1,168 1,168    
21 Payments to affiliates ....... 25,237 18,686 6,551  
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 9,411 1,226 8,185  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SHAKESPEARE PROGRAMS 134,085 133,228 857  
b MISCELLANEOUS 46,028 30,834 15,194  
c SHAKESPEARE INSTITUTE 27,892 26,442 1,450  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,420,415 1,203,764 214,719 1,932
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 904,181 1 854,327
2 Savings and temporary cash investments ......... 947,834 2 646,155
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 62,470 4 1,097
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 1,375 9 85,260
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities . 4,771,732 11 4,606,698
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,573 15 26,816
16 Total assets. Add lines 1 through 15 (must equal line 34)... 6,689,165 16 6,220,353
Liabilities 17 Accounts payable and accrued expenses ..... 11,075 17 10,155
18 Grants payable ... 4,500 18 5,029
19 Deferred revenue ......... 306 19 10,042
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 26,610 25 23,313
26 Total liabilities. Add lines 17 through 25.. 42,491 26 48,539
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 6,646,674 27 6,171,814
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 6,646,674 33 6,171,814
34 Total liabilities and net assets/fund balances ........ 6,689,165 34 6,220,353
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,273,086
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,420,415
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-147,329
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
6,646,674
5
Net unrealized gains (losses) on investments ...............
5
-327,531
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
6,171,814
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
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 (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      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 605,926 791,881 818,575 494,045 478,717 3,189,144
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...... 863,649 826,035 612,164 590,300 529,611 3,421,759
3 Gross receipts from activities that are not an unrelated trade or business under section 513...     52,481 19,446 52,487 124,414
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. 1,469,575 1,617,916 1,483,220 1,103,791 1,060,815 6,735,317
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.) 6,735,317
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6... 1,469,575 1,617,916 1,483,220 1,103,791 1,060,815 6,735,317
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 122,797 120,202 102,510 122,696 103,456 571,661
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 122,797 120,202 102,510 122,696 103,456 571,661
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.) .. 84,337 3,229 8,843 4,619 58,395 159,423
13 Total support. (Add lines 9, 10c, 11, and 12.).. 1,676,709 1,741,347 1,594,573 1,231,106 1,222,666 7,466,401
14
Section C. Computation of Public Support Percentage
15
15
90.210 %
16
16
90.850 %
Section D. Computation of Investment Income Percentage
17
17
7.660 %
18
18
7.180 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number
23-7037147
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements        
d Equipment ...        
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 0
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
OTHER LIABILITIES 23,313
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 23,313
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

CHICAGO EVENT
(event type)
(b) Event #2

CLEVELAND EVENT
(event type)
(c) Other events

10
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

61,565

14,355

39,632

115,552

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

61,565

14,355

39,632

115,552



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 32,114 7,397 24,533 64,044
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 64,044
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 51,508
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

32,114

7,397

24,533

64,044


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number
23-7037147
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) ESU SCHOLARSHIPS 42 134,846      
(2) BRITISH UNIVERSITY SUMMER SCHOOL SCHOLARSHIPS 46 210,407      
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: SCHOLARSHIPS AND FELLOWSHIPS GIVEN OUT IN THE UNITED STATES ARE ONLY GIVEN AFTER AN APPLICATION PROCESS IN WHICH EACH BRANCH CHECKS THE QUALIFICATIONS OF ALL APPLICANTS. EACH APPLICANT IS REQUIRED TO REAPPLY EACH YEAR THEY ARE ELIGIBLE FOR A GRANT. THIS PROCESS ENSURES THAT ALL RECIPIENTS ARE DESERVING OF THE GRANTS AND THAT THEY MEET ALL APPLICABLE QUALIFICATIONS ON A YEARLY BASIS.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - GROUP RETURN
Employer identification number

23-7037147
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 FILED IT IS SUBMITTED ELECTRONICALLY TO BOTH THE EXECUTIVE DIRECTOR AND THE BOARD OF THE ENGLISH SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS FOR REVIEW.
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 C, LINE 19 THE ORGANIZATION'S FEDERAL FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE SERVICE CODE AS IT IS POSTED ON THE ORGANIZATION'S WEB SITE, ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, FORMS 990 AND 1023, AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST OF THE ORGANIZATION AT THE NATIONAL HEADQUARTERS, 144 EAST 39TH STREET, NEW YORK, NY 10016, OR BY CALLING THE ORGANIZATION AT 212-879-6800. ALL BRNACH OFFICE GOVERNING DOCUMENTS AND THE BRANCH CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE AT THE BRANCH UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  

TY 2015 AffiliateListing
Name:
THE ENGLISH-SPEAKING UNION OF THE UNITED
 
STATES - GROUP RETURN
EIN:
23-7037147

Name Address EIN Name control
ALBANY 3208 FLORENCE DRIVE
LATHAM,
NY
12110
14-6039610
ENGL
ATLANTA 5605 WHITNER DRIVE NW
ATLANTA,
GA
303274746
58-6067611
ENGL
AUSTIN 1122 COLORADO STREET 2106
AUSTIN,
TX
78701
74-6087421
ENGL
BIRMINGHAM 2500 ABERDEEN ROAD
BIRMINGHAM,
AL
35223
63-6062851
ENGL
BOSTON 247 FISHER AVENUE
BROOKLINE,
MA
02445
04-2111206
ENGL
CENTRAL FLORIDA 1840 WINCHESTER DR
WINTER PARK,
FL
32789
59-6200236
ENGL
CENTRAL PENNSYLVANIA 17 PARROTHEAD LANE
LOCK HAVEN,
PA
17745
25-1651601
ENGL
CHARLESTON 678 FISHERMANS BEND
CHARLESTON,
SC
29407
57-6034370
ENGL
CHARLOTTE 4900 HARDWICK ROAD
CHARLOTTE,
NC
28211
56-6093181
ENGL
CHARLOTTESVILLE 520 RODES DRIVE
CHARLOTTESVILLE,
VA
22903
54-6070401
ENGL
CHICAGO 47 W DIVISION ST SUITE 388
CHICAGO,
IL
60610
36-2274388
ENGL
CINCINNATI 5564 DRY RIDGE RD
COLUMBUS,
OH
43221
31-6079799
ENGL
CLEVELAND 2516 HANSON AVE
LAKEWOOD,
OH
44124
34-6597020
ENGL
CLEVELAND SCHOLARSHIP 2517 HANSON AVE
LAKEWOOD,
OH
44124
34-7001238
ENGL
COLONIAL NC 111 VAUD CT
NEW BERN,
NC
28562
22-3396460
ENGL
COLUMBIA 3331 WILMOT AVENUE
COLUMBIA,
SC
29205
57-6034371
ENGL
COLUMBUS 5030 SHARON HILL DR
COLUMBUS,
OH
43235
31-6079798
ENGL
DENVER 475 W 12TH AVE BELVEDERE TOWER
10A
DENVER,
CO
80204
84-6050624
ENGL
DESERT PO BOX 204
PALM DESERT,
CA
92261
77-0493920
ENGL
FT LAUDERDALE 144 EAST 39 ST
NEW YORK,
NY
10016
59-1578265
ENGL
GREENSBORO 711 DOVER RD
GREENSBORO,
NC
27408
56-1738649
ENGL
GREENWICH 52 LAFAYETTE PLACE 3G
GREENWICH,
CT
06830
06-1306505
ENGL
HAWAII 2121 ALA WAI BLVD APT 2705
HONOLULU,
HI
968152208
99-6014708
ENGL
HOUSTON 303 ISOLDE DRIVE
HOUSTON,
TX
77024
74-1293798
ENGL
INDIANAPOLIS 1752 GLENCARY CRST
INDIANAPOLIS,
IN
46228
35-6072424
ENGL
JACKSON 316 WATER GARDEN TERRACE
JACKSON,
MS
39110
64-0627049
ENGL
JACKSONVILLE 2970 ST JOHNS AVE APT 10G
JACKSONVILLE,
FL
32205
59-6200235
ENGL
KANSAS CITY 8361 SOMERSET DRIVE 102
PRAIRIE VILLAGE,
KS
66207
43-6075077
ENGL
KENTUCKY FAIRVIEW F2300 WENDLER LANE
LOUISVILLE,
KY
40272
61-6053477
ENGL
LEXINGTON 1152 COLLIERSTOWN ROAD
LEXINGTON,
VA
24450
23-7061662
ENGL
LOS ANGELES 2714 FLEUR DRIVE
SAN MARINO,
CA
91108
95-6188095
ENGL
MARYLAND 6607 DARNALL RD
RUXTON,
MD
21204
52-0608002
ENGL
MEMPHIS 500 KINGSGATE CV
MEMPHIS,
TN
38117
62-6074719
ENGL
MIAMI 157 ATLANTIC AVE
TAVERNIER,
FL
33070
23-7070646
ENGL
MICHIGAN 11 FAIRLAKE LN
GROSSE POINTE,
MI
48236
38-6146370
ENGL
MONMOUTH COUNTY 5 DENISE COURT
FAIR HAVEN,
NJ
07704
22-6095530
ENGL
MONROE PO BOX 4450
MONROE,
LA
77211
22-3396461
ENGL
NAPLES 1185 IMMOKALEE ROAD SUITE 120
NAPLES,
FL
34110
65-0246558
ENGL
NASHVILLE 6666 BROOKMAN TERRACE 110
NASHVILLE,
TN
38117
62-6074718
ENGL
NEW ORLEANS 1121 DELACHAISE STREET
NEW ORLEANS,
LA
70115
72-6035511
ENGL
NEW YORK 144 E 39 STREET
NEW YORK,
NY
10036
13-3591483
ENGL
NEWPORT 142 MILL STREET
NEWPORT,
RI
02840
05-6033890
ENGL
OKLAHOMA CITY PO BOX 21285
OKLAHOMA CITY,
OK
73156
73-6112438
ENGL
PALM BEACH 243 KENLYN ROAD
PALM BEACH,
FL
33480
59-6200230
ENGL
PHILADELPHIA 215 S 16TH STREET 14
PHILADELPHIA,
PA
19102
23-1287102
ENGL
PHOENIX 7328 E ARLINGTON ROAD
SCOTTSDALE,
AZ
85250
86-6031148
ENGL
PORTLAND 6210 SE MAIN ST
PORTLAND,
OR
97215
93-6042659
ENGL
PRINCETON 4590 PROVIDENCE LINE RD
PRINCETON,
NJ
08540
22-6095532
ENGL
PROVIDENCE 144 EAST 39 ST
NEW YORK,
NY
10016
05-6033889
ENGL
RESEARCH TRIANGLE 5601 WINDLAKE CT
RALEIGH,
NC
27606
56-6093180
ENGL
RICHMOND 211 BANBURY ROAD
RICHMOND,
VA
23221
54-6047866
ENGL
SALISBURY 311 MAJESTIC HEIGHTS DRIVE
SALISBURY,
NC
28144
56-6093183
ENGL
SAN FRANCISCO 317 OXFORD WAY
SANTA CRUZ,
CA
95060
94-1156273
ENGL
SANDHILLS 29 LA QUINTA LOOP
PINEHURST,
NC
28374
56-1254844
ENGL
SAVANNAH 77 PINE VIEW DR
BLUFFTON,
SC
29910
58-6067609
ENGL
SEATTLE PO BOX 3013
BELLEVUE,
WA
98009
91-6074829
ENGL
SHREVEPORT 188 CAPLIS ROAD
ELM GROVE,
LA
71051
72-6035510
ENGL
SOUTHWEST VIRGINIA 2114 RIVER OAKS DRIVE
SALEM,
VA
24153
54-6070403
ENGL
ST LOUIS 200 JEFFERSON RD
ST LOUIS,
MO
63119
43-6075078
ENGL
SYRACUSE 145 CEDAR HEIGHTS DRIVE
JAMESVILLE,
NY
13078
16-6090366
ENGL
TUCSON 6611 CIRCULA OTANA
TUCSON,
AZ
85750
23-7157278
ENGL
TULSA 3127 E 48TH ST
TULSA,
OK
741055312
73-6112443
ENGL
WASHINGTON 4000 CATHEDRAL AVE
WASHINGTON,
DC
20016
53-0063345
ENGL