Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 243,919 | 245,423 | 300,961 | 1,184,171 | 1,220,975 | 3,195,449 |
| 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 | 243,919 | 245,423 | 300,961 | 1,184,171 | 1,220,975 | 3,195,449 |
| 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).. | 242,100 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,953,349 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 243,919 | 245,423 | 300,961 | 1,184,171 | 1,220,975 | 3,195,449 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 495 | 5,814 | 8,828 | 1,824 | 11,325 | 28,286 |
| 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 | 3,223,735 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE JUNIOR LEAGUE IS A MEMBERSHIP ORGANIZATION OF WOMEN COMMITTED TO FULFILLING ITS MISSION. THE POLICIES OF THE LEAGUE ARE IN HARMONY WITH THE POLICIES OF THE ASSOCIATION OF JUNIOR LEAGUES INTERNATIONAL, INC. ("AJLI"). THE LEAGUE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED, RELIGION OR NATIONAL ORIGIN. THE LEAGUE REACHES OUT TO WOMEN OF ALL RACES, RELIGIONS AND NATIONAL ORIGIN WHO DEMONSTRATE AN INTEREST IN AND A COMMITMENT TO VOLUNTARISM. A MAJORITY VOTE BY THE BOARD SHALL ACCEPT A SLATE OF PROSPECTIVE MEMBERS FOR PROVISIONAL MEMBERSHIP STATUS. THESE MEMBERS SHALL BE ADMITTED UPON RECEIPT OF A WRITTEN APPLICATION AND PAYMENT OF THE APPROPRIATE FEES/DUES. AT THE END OF PROVISIONAL TRAINING, AFTER CONSIDERING RECOMMENDATIONS OF THE PROVISIONAL ADMISSIONS COMMITTEE, THE BOARD SHALL, BY MAJORITY VOTE, ELECT A PROVISIONAL MEMBER TO ACTIVE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OFFICERS OF THE LEAGUE SHALL CONSIST OF A PRESIDENT, PRESIDENT ELECT, RECORDING SECRETARY, TREASURER AND ASSISTANT TREASURER. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE ELECTED OFFICERS TOGETHER WITH THE PARLIAMENTARIAN, A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS SHALL CONSIST OF 2 OFFICERS, UP TO 10 COUNCIL DIRECTORS, 1 DIRECTOR-AT-LARGE, 2 SUSTAINING REPRESENTATIVES AND A PARLIAMENTARIAN. OFFICERS AND THE BOARD OF DIRECTORS HAVE STATED TERMS, JOB DESCRIPTIONS AND DUTIES. THE NOMINATING/PLACEMENT COMMITTEE PRESENT A SLATE OF CANDIDATES FOR THE OFFICERS AND FOR EACH BOARD POSITION, WITH THE EXCEPTION OF THE SUSTAINING REPRESENTATIVE. THIS SLATE IS SENT TO EACH VOTING MEMBER OF THE LEAGUE NOT LESS THAN ONE WEEK BEFORE THE ELECTION MEETING. OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY BALLOT BY THE MEMBERS AT THE ELECTION MEETING ANNUALLY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNING BODY IS EMPOWERED BY THE MEMBERS BY ELECTION TO MANAGE THE AFFAIRS OF THE LEAGUE IN ACCORDANCE WITH THE ESTABLISHED BYLAWS, POLICIES AND PROCEDURES. SPECIAL MEETINGS OF THE LEAGUE MAY BE CALLED BY THE BOARD OF DIRECTORS OR UPON THE WRITTEN REQUEST OF 1/5 OF THE ACTIVE MEMBERS OF THE LEAGUE PROVIDED THE REASON FOR THE MEETING IS FULLY STATED IN THE REQUEST. 4 DAYS NOTICE STATING THE PURPOSE SHALL BE GIVEN FOR A SPECIAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE LEAGUE TREASURER BEFORE FILING. THE LEAGUE TREASURER WILL CONSULT THE LEAGUE PRESIDENT AND ANY OTHER MEMBERS OF THE FINANCE COUNCIL OR BOARD AS SHE MAY DEEM NECESSARY TO COMPLETE THIS REVIEW PROCESS. THE APPROVED 990 IS SIGNED BY THE PRESIDENT AND FILED. THE TREASURER REPORTS TO FINANCE COUNCIL AND THEN FINANCE COUNCIL TO THE BOARD THAT THE TAX FILING HAS BEEN COMPLETED. COPIES OF THE COMPLETED 990 ARE MADE AVAILABLE UPON REQUEST. REQUESTED COPIES ARE PROVIDED EITHER BY PAPER OR AS A PDF ELECTRONIC VERSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | BYLAWS, WHICH ARE AVAILABLE AND PROVIDED TO EACH MEMBER, HAVE A STATED CONFLICT OF INTEREST POLICY THAT ALL JLG MEMBERS (WHETHER ON THE BOARD OR NOT) ARE EXPECTED TO ADHERE TO VIA MEMBERSHIP IN THE LEAGUE. THESE BYLAWS ARE REVIEWED ANNUALLY. NEW MEMBERS ARE PROVIDED WITH THE BYLAWS UPON ADMISSION TO THE LEAGUE. BYLAW CHANGES ARE CIRCULATED TO THE MEMBERSHIP AND ARE SUBJECT TO APPROVAL AT THE APPROPRIATE LEVEL (ANNUAL MEETING, BOARD, EXECUTIVE COUNCIL, FINANCE COUNCIL). IF A CONFLICT IS RELEVANT TO A MATTER AND REQUIRES ACTION BY FINANCE COUNCIL, THE OFFICIAL MINUTES REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PARTY WAS NOT PRESENT DURING THE VOTE/DISCUSSION. |
| FORM 990, PART VI, SECTION C, LINE 18 | TAX RETURNS AND FORM 1023 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | THE LEAGUE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. A CONDENSED VERSION OF THE AUDITED FINANCIAL STATEMENTS IS INCLUDED IN THE LEAGUE'S ANNUAL REPORT WHICH IS MADE AVAILABLE TO ALL MEMBERS, UPON REQUEST AND POSTED ON THEIR WEBSITE. |
| FORM 990, PART XI, LINE 9: | FINAL TEF EVENT & RECONCILIATION OF INTERFUND ACCOUNTS 2,919. |
| FORM 990, PART XI, LINE 2C | THE FINANCE COUNCIL ADVISES THE BOARD OF ALL MATTERS RELATING TO THE FINANCING OF THE LEAGUE'S OWN ADMINISTRATION, THAT OF ITS COMMUNITY PROGRAM, AND PREPARATION OF THE ANNUAL BUDGET FOR PRESENTATION TO THE BOARD AND MEMBERSHIP. THE FINANCE COUNCIL INCLUDES THE PRESIDENT, PRESIDENT ELECT, TREASURER, ASSISTANT TREASURER AND SELECTED REPRESENTATIVES FROM EACH PROJECT, COMMITTEE AND FUNDRAISER. AT THE RECOMMENDATION OF THE FINANCE COUNCIL, THE PRESIDENT SIGNS THE ENGAGEMENT LETTER FOR THE AUDIT. THE TREASURER, ALONG WITH THE ASSISTANT TREASURER, IS RESPONSIBLE TO WORK WITH THE AUDITOR AND OVERSEE THE ANNUAL AUDIT PROCESS. THEY REPORT BACK TO THE FINANCE COUNCIL. |
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| Software Version: |