990 pepabnenu d the TFeeury Internet Revenue Smce

A For the 2002 calen

OMB No 1 5 45004 7

2002

and

M anti I ere not applicable to serum 5z7 w2~ n¢atrons H(a) Is this a group return la affiliates? U vas ~ No H(b) If 'Yes,' enter number d aft fares fl~ H(c) Are all affiliates included? El Yes 0 No

(If 'NO" attach a list See instructions) Hill) Is On a separate return filed by an

aganvauon covered try a group ndug7 Myth, 0 No

I Enter t digs GEN fi~ 2 00 M Check " R) it the organization is not requited

~ Section 501(c)(T organizations and 1947(a)(1) nonexempt chentabla trusts must attar a completed Schedule A (Form 990 a 990-EZ)

G Web site

K Check tae 1, 0 if tie organizations gross receipts are normally rot more than f25000 The

aganvauon need rot tire a velum with the IRS Out d the organization received a dorm 990 Package in the mail it should file a return without financial dada Some states requite a complete return

L Gross receipts Add lines 6b, Bb 9b and lOb to line 7

7 Contributions, grits grants, and similar amounts received

a Direct public support 1a 1 52 D

b Indirect public support c Government contributions (grants)

1,5217 noncash f ) d Total (add lines 1a through 1c) (cash f

2 Program service revenue including government fees and contracts (from Part VII, line 93)

3 Membership dues and assessments

4 Interest on savings and temporary cash investments

5 Dividends and interest from securities "̀

6a Gross rents 6a

b Less rental expenses 6b

c Net rental income or (loss) (subtract line 6b from line 6a) 7 Other investment income (describe " 1 7

lA) SeCUnues (B) Other 5 8a Gross amount from sales of assets other

than inventory 50 631 8a

b Less cost or other basis and sales expenses 00- 3 8b

c Gain or (loss) (attach schedule) L Z 1 905 7 8c

d Net gam or Qoss) (combine line Bc, columns (A) and (Bp 8'

9 Special events and activities (attach schedule)

a Gross revenue (not including E 1,520 of

contributions reported on line la) 9a

b Less direct expense other ~ s 9b 33 oZ ~n~a-ve~`ls[[~

c Net income or (loss) f m s ~8L6v~S1f~t c[~act hn 9b from line 9a) 9'

e°~ 10a Gross sales of invent , ess returns n~and"81 10a

b Less cost of goods ~ q ~~~~ p~ 10b

,_ c Gross profit or (loss) fir lesrof'i ~erRbr9(akhNhhc ea le) (subtract line 10b from line l0a)

11 Other revenue (from a 3 12 Total revenue (add h s td c, and 11) l'. -- -

1 73 Program services (from line .

14 Management and general (horn line 44, column (C))

g 15 Fundraising (from line 44, column (D)) w 16 Payments to affiliates (attach schedule)

17 Total expenses (add lines 16 and 44, column (A)) 1'

18 Excess or (deficit) for the year (subtract line 17 from line 12) T

a 19 Net assets or fund balances at beginning of year (from line 73, column (A))

20 Other changes in net assets or fund balances (attach explanation) 21

21 Net assets or fund balances at end of ear (combine lines 18, 19 and 20) 2'

For Paperwork Reduction Act Notice, see the separate instructions Cat No 77282Y

O

Return of Organization Exempt From Income Tax Under section 501(c), 527, or 49<7(a)(1) of the Internal Revenue Code (except black lung

benefit trust or private foundation)

0 The organization may have to use a copy of this return to satisfy state reporting requirements

vie.. C Name of agarn:auon ,., .~RS +~v M ~a9 of FIAwA-tI YOei a pnnt v Number and street (a P O box if mail is M delivered to street

"k" ; P 0. Bo C 2 O City a town state or country and ZIP " A InsUUC- ~~ ~L (~

dons. t10AlOi \)LV . ifs -ILOSO3

J Oroanixa4on type (check only one) " ICI 501(1) ( 3 ) . (insert no ) 0 4947(a)(1) or 0 527

B check it applicable

Address charge

Name change

Imual return

Final velum

Amended eetum

C-1 Application pending

D Employer identification number

99 ' 03z9925 RooMwile E Telephone number

F 11awMnq metluk Cash 0 ACaual n Other 1t.,f,l .

< 2 1 .qas7

Form 990 i2002l

v ~ v ~ v v r ~ ~v . v v~ .

What is the organizations primary exempt purposes "-_xct~_ +o AitO.canMewr _ _ Program service

All organizations must describe their exempt purpose achievements in a clear and concise manner State the number Expenses

I~wrN Iw SOtIcIP) R of clients served, publications issued etc Discuss achievements that are not measurable (Section SOi(c)(3) and (4/

I IOags +ro~~~(+1(~I

organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others ) °'mm ~~°a'~°"'~ f°

(Grants and allocations $

(Grants and allocations S le) (Grants and allocations S should equal line 44 column IBI . Program servic

e Other program services

Form 990 J2oo2)

Form sso( :ooz) ~V MqkAeF'.A Dr "wM\ qq-03;7942S Page 2 Statement of All aganvauors must complete cnhrtrn (A) CoWrcuts (B) (C) and (D) are required for section 501 (c)(3) and (4) agawaucris Functional Expenses and serum 4sn(aNI) n0n,Raemq wnude wets do optional for others (See page 21 d the ustnxums )

Do not include amounts reponed on line W Total (e) Program Icl Management 66, 8b, 96, 70b, or 76 O( Par I serves and geneFai ~~ Fundraising

22 Grants and allocations (attach schedule) (cash f Z0.00-0 nontash f ) ZZ z0 OW z0 OOD

23 Specific assistance to individuals (attach schedule) 23

24 Benefits paid to or for members (attach schedule) 24

25 Compensation of officers, directors, etc ZS

26 Other salaries and wages 26 27 Pension plan contributions 27 28 Other employee benefits ZB

29 Payroll taxes 29

30 Professional fundraising fees 30

31 Accounting fees 31 1510

32 Legal fees 32

33 Supplies 33 J$ 34 Telephone 34

35 Postage and shipping 35 '7

36 Occupancy 36

37 Equipment rental and maintenance 37

38 Printing and publications 38 39 Travel 39 40 Conferences conventions, and meetings 40 Z22 Z2 41 Interest 41 42 Depreciation, depletion etc (attach schedule) 42

43 Other expenses not covered above (itemize) a . . . . 43a b -Tt1vQ,5}cn2M -~2ss _ _ _ _ 43b 1 2q1 4 b

Uewsle.~lu Wjperiaes aac S9 594) S d Z^54JcuV- CZc.pCnsC 43d 5"i$ 5 7

e I{voR wM o11\u ~,Jtst}s ___ 43e l22 12 .14 14 44 Total lwuUnnal espenses add Ones 11 tkough 43) (bgunuabvns

comkmi columns (B}N1,carry these totals tolmesl7-15 4q ,3l<,i42y 3z,24U 4,1 e)17

Joint Costs Check " 0 d you are following SOP 98-2 N )q - qpvv, lve anyjoint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services " El Yes ~ No II 'Yes,' enter f) the aggregate amount of these joint costs f , (is) we amount allocated to Program services $ OR the amount allocated to Manaqement and oeneral f , and (v) the amount allocated to Fundraising $

a

b R

c

d

- ------ -- -- -----

(Grants and allocations f 2e) nrn

(Grants and allocations S

O

Form 990 (2002) -4U1 MA1(141A1^ OF '1r1R1l~I~h'1~ f"1' o3zq92.S Page

Balance Sheets (See page 24 of the instructions )

Note where required, attached schedules and amounts within the description (A) (B) column should be (or end-of-year amounts only Beginning of year End of year

45 Cash-non-interest-bearing 12 , -26;L 45 Ili 1O-/

46 Savings and temporary cash investments Iq Cl°l 46 17 I l3

47a Accounts receivable

b Less allowance for doubtful accounts 47b 47c

48a Pledges receivable 48a b Less allowance for doubtful accounts 48b 48c

49 Grants receivable 49 50 Receivables from officers, directors, trustees, and key employees

(attach schedule) 50

51a Other notes and loans receivable (attach '^ schedule) 16

51a b Less allowance for doubtful accounts 51b Slc

a 52 Inventories for sale or use 52 53 Prepaid expenses and deferred charges 1v1 53 54 Investments-securities (attach schedule) " ty Cost Ej FMV 57S 2q 54 $V 347-55a Investments-land, buildings, and

equipment basis 55a

b Less accumulated depreciation (attach schedule) SSb SSc

56 Investments-other (attach schedule) 56 57a Land, buildings and equipment basis 57a

b Less accumulated depreciation (attach schedule) 57b 57c

58 Other assets (describe " ) 58

59 Total assets (add lines 45 through 58) (must equal line 74) ,5j7 $1{ 59 10t .JU2 60 Accounts payable and accrued expenses 60 61 Grants payable 61 62 Deferred revenue 62

d 63 Loans from officers, directors, trustees, and key employees (attach / 63 schedule)

j 64a Tax-exempt bond liabilities (attach schedule) 64a b Mortgages and other notes payable (attach schedule) 64b

65 Other liabilities (describe " ) 65

66 Total liabilities (add lines 60 through 65) ~Pl 66

Organizations that follow SEAS 117, check here " CS and complete lines ,~ 6) through 69 and lines 73 and 74 v 67 Unrestricted JrJrl S'~g 67 5~9 51x2 c -A 68 Temporarily restricted i 68 m 69 Permanently restricted 69 c Organizations that do not follow SFAS 117, check here b- 0 and ~i complete lines 70 through 74 `0 70 Capital stock, trust principal, or current funds 70 12 71 Paid-in or capital surplus or land, building, and equipment fund »

72 Retained earnings endowment, accumulated income, or other funds a

72

73 Total net assets or fund balances (add lines 67 through 69 or lines Z 70 through 72

column (A) must equal line 19 column (B) must equal line 27) S51,5149 73 ,Slq S1jZ. 74 Total liabilities and net assets / fund balances (add lines 66 and 73) .551 ,54W S1q SuZ

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore please make sure the return is complete and accurate and fully describes, in Part III, the organizations programs and accomplishments

Forn'1990(2002) ~~vj MP,~ALA 19v klAvjp"~_ 4 N WHAI Reconciliation of Revenue per Audited

Financial Statements with Revenue per N I PC Return (See parle 26 of the instructions )

ULM&A Reconciliation of Expenses per Audited Financial Statements with Expenses per

t4 Return

c Line a minus line b d Amounts included on line 12,

Form 99D but not on line a (1) Investment expenses

not included an line 6b . Form 990 5

(2) Other (specify)

(1) investment expenses not included on line 6b Form 990 $

(2) Other (specify)

$ Add amounts on lines (1) and QT_1;.~ rd I Add amounts on lines (1) and (2) p~ d

e Total revenue per line 12 Form 990 e Total expenses per line 17, Form 990 c plus line d) ll~ fline c plus line ell ll~ e

List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated, see page 26 of

75 Did any officer, director, trustee or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 Was provided by the related organizations? Yes % No If "Yes," attach schedule-see page 26 of the instructions

For~ 990 (2002)

a Toro) revenue, gains, and other support per audited financial statements 111~

b Amounts included on line a but not on line 12, Form 990

(1) Net unrealized gains on investments

(2) Donated services and use of facilities $

(3) Recoveries of prior year grants $

(4) Other (specify)

Add amounts on lines (1) through (4) ll~

a Total expenses and losses per audited financial statements 111~

b Amounts included on line a but not on line 17, Form 990

(1) Donated services and use of facilities

(2) Prior year adjustments reported on line 20, Form 990 $

(3) Losses reported on line 20, Form 990 $

(4) Other (specify)

Add amounts on lines (1) through (4)11~ c Line a minus line b d Amounts included on line 17,

Form 990 but not on line a:

c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 RoRE

d Enter Amount of tax on line 89c above, reimbursed by the organization 90a List the states with which a copy of this return is filed ll~ . 1i 1A b Number of employees employed in the pay period that includes March 12 . 2GO2 (See instructions L?_Ob I

91 The books are in care of 10 - eP_k(_ 9 ITr 14- Telephone n4 1~ Located at ll~ lij- LIED INA 141 'VL-4CJE- , MPLE.DRV-, Vh ZIP . 4 1. . - - (p-)qq

92 Section 494 7(a)(7) nonexempt charitable trusts filing Form 990 in lieu of Form 104 1-Check here ?41A p. and enter the amount of tax-exempt interest received or accrued during the tax year ll~ 1 92 N b4

Form 990 (2002)

Form 990 (2002) ~A L- v;i DT- qoi- 039AOOL~ Page 5

MRS117Vother information (See Daoe 27 of the instructions) I Yes I No 76 Did the organization engage in any activity not previously reported to the IRS? It 'Yes ' attach a detailed description of each actroty 76 1 Y 77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 X

If "Yes,' attach a conformed copy of the changes X 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a X

lo If "Yes,- has it filed a tax return on Form 990-T for this year? 78b Hit 79 Was there a liquidation, dissolution, termination or substantial contraction during the year? If "Yes,' attach a statement 79 x 80a Is the organization related (other than by association with a statewide or nationwide organization) through common V///,.

membership, governing bodies, trustees officers etc , to any other exempt or nonexempt organization? 80a to If "Yes," enter the name of the organization ll~ t.) DKINAeOA.K . Aa5CK_L"11DAj

- - - - ----- -- - and check whether it is N exempt or El nonexempt

81a Enter direct or indirect political expenditures See line 81 instructions 181a I Aoftr~ b Did the organization file Form 1120-POL for this year? 81b

82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? 82a X

b If 'Yes,' you may indicate the value of these items here Do not include this amount as revenue in Part I or as an expense in Part 11 (See instructions in Part III ) 182b I W

83a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a to Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b

84a Did the organization solicit any contributions or gifts that were not tax deductible? 84a lo If "Yes .- did the organization include with every solicitation an express statement that such contributions On W//, A,

or gifts were not tax deductible? 84b NIP 85 501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? 85a

b Did the organization make only in-house lobbying expenditures of $2,000 or less? 85b If "Yes"was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year

c Dues assessments, and similar amounts from members 25C 1 d Section 162(e) lobbying and political expenditures 8 Id e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices

185,

f Taxable amount of lobbying and political expenditures (line 85d less 85e) 185f I g Does the organization elect to pay the section 6033(e) tax on the amount on line 851`2 85 A h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its

reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year9 85h

86 501(C)(7) Org5 Enter a Initiation fees and capital Contributions included on line 12 86a 14 b Gross receipts, included on line 1 2 for public use of club facilities 86b

87 507(c)(12) orgs Enter a Gross income from members or shareholders 87a b Gross income from other sources (Do not net amounts due or paid to other

sources against amounts due or received from them ) 87b

88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If -Yes,' complete Part IX

89a 501(c)(3) organizations E - niter Amount of tax imposed oi~~e erganization during the year under

section 4911 ll~ RCKr- section 4912 ll~ , section 4955 1~ NONE b 501(c)(3) and 501(c)(4) orgs Did the organization engage in any section 4958 excess benefit transaction

during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes," attach a statement explaining each transaction 89b

qq_L?3.zq1a,S- Page 6 ctions) ded by swim 512 513 W 514 (E) (C)

Related or exempt function son codel Amount I income

Forti,991](2002) W~)l MALAALA Dr, 4A~.04'f% OWN- Analysis of Income-Producing Ac

Note Enter gross amounts unless otherwise indicated 93 Zgr;T ,=ic,~4evenue

a b c d e I Medicare/Medicaid payments g Fees and contracts from government agencies

94 Membership dues and assessments 95 interest on savings and temporary cash investments 96 Dividends and interest from securities 97 Net rental income or (loss) from real estate

a debt-financed property to not debt-financed property

98 Net rental income or (loss) from personal property 99 Other investment income 100 Gain or (loss) from sales of assets other than inventory 101 Net income or (loss) from special events 102 Gross prof-it or (loss) from sales of inventory 103 Other revenue a

b c d e

(A) (B) Business code Amount

9

of

104 Subtotal (add columns (B), (D), and (Q) -1 .-6-6 105 Total (add line 104 columns (B) . (D). and (Q) 3 T 01A: Note Line 105 plus line I d Part 1, should equal the amount on line 1Z Part

Ligum Relationship of Activities to the Accomplishment of Exempt Purposes (See page 32 of the instructions) Lim No Explain how each activity for which income is reported in column (E) of Part %At contributed importantly to the accomplishment V I of the croanization s exempt purposes (other than by providincif funds for such purposes)

Information Rectardina Taxable Subsidiaries and Disreciarded Entities (See oaae 32 of the instructions Name, address and EIN or corporation, Percentage of Nature of activities, Total'irricome ID~, anner%h,,, nr risrenarded entrtv I marri interest I I

(a) Did the organizaion during [he year receive any funds durectly or indirectly, (b) Did the organization, during the year, pay premiums, directly Note If 'Yes' to (b), file Form 8870 and Form 4720 (see instrui

rider penaities of perjury I aeclare that I have C,.,nned this return ind . J1 ;ompi I a orwWepafer (0th ___Fau~rn'd beh9k.n is tryk, CNrpCt an

a

Please Sign Here

F Type or pint name and

Paid Preparer s

Preparer's s`gnalure

Fami s name to, yours Use On~ I sell errplo 11,

SCHEDULE A Organization Exempt Under Section 501 (c)(3) (Form 990 or 990-EZ) (Except Private Foundation) and Section 501(e), 501(f). 501(k).

I 501(n), or Section 4947(a)(1) Norvexempt charitable Trust

Departrnent of the, 7re .sury Supplementary Information-(See separate instructions

lnt~ ~. SerWo 0- MUST be completed by the above organizations and attached to their Forin 990 a Nam of the organization Employ,

~Vvll (AP(,LiA,4LVr 01r- " to 4,v% CA I

OMB No 1545 00,47

2002 990-EZ idenbficatiori number

~2cll .)L~ ftors, and Trustees

Itions to (e) Expense, ~rlt plans &I account and other

Total number of other employees paid over $50,000 il~

Compensation of the Five Hi

For Papemork Reduction Act Notice, see the Instructions for Form 990 and Form 990 EZ Cat No 11285F schedule A (Form 990 or 990-EZ) 2002

MM Compensation of the Five Highest Paid Employees Other Than Officers, I (See page 1 of the instructions List each one If there are none, enter "None

(a) Name and address of each employee paid more (b) Titie and average hours (d)

than $50 000 per ~k devoted to posit,on I (c) compensation rnplo~, Hf_

CPT- 4"Pi CH- ScheWe A (Form 990 a

Statements About Activities (See page 2 of the instructions) No

and state 11~ 10 El An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 1170(b)(11)(Qw)

(Also complete the Support Schedule in Part IV-A) 11a El An organization that normally receives a substantial part of its support from a governmental unit or from the general public

Section 170(b)(1)(A)(vil (Afso complete the Support Schedule in Part IV A) 11b El A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A) 12 An organization that normally receives (1) more than 331/,% of its support from contributions, membership fees, and gross

receipts from activities related to its charitable, etc . functions-subject to certain exceptions, and (2) no more than 33'h% of its support from gross investment income and unrelated business taxable income (less section S1 1 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A)

13 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (1) lines 5 through 12 above, or (2) section 501(c)(4), (5) or (6) if they meet the test of section 509(a)(2) (See section 509(a)(3))

(b) Line number from above

(a) Name(s) of supported organization(s)

14 Ej An organization organized and operated to test for public safety Section 509(a)(4) (See page 5 of the instructions) Schedule A (Fonm 990 or 990-EZ) 200i

1 During the year has the organization attempted to influence national state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes " enter the total expenses paid or incurred in connection with the lobbying activities P~ $ - (Must equal amounts on line 38, Part VI A or line i of Part VI .B ) Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other organizations checking "Yes ' must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities

2 During the year, has the organization, either directly or indirectly engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer director, trustee majority owner or principal beneficiary? (If the answer to any question is ye5, - attach a detailed statement explaining (he transactions)

a Sale exchange, or leasing of property?

b Lending of money or other extension of credit? I 2b I I )(

c Furnishing of goods, services, or facilities? I 2c I I X

d Payment of compensation (or payment or reimbursement of expenses if more than $1 000)?

a Transfer of any part of its income or assets?

3 Does the organization make grants for scholarships fellowships, student loans etc ? (See Note below) 4 Do you have a section 403(b) annuity plan for your employees?

Note Attach a statement to explain how the ~ganization determines that individuals or organizations re,cemn 9 or loans from it in furtherance of its charitable programs "quahly- to receive a oav-

Reason for Non-Private Foundation Status (See pages 3 through 5 of the instructions

The organization is not a private foundation because it is (Please check only ONE applicable box) 5 0 A church, convention of churches. or association of churches Section 170(b)(1)(A)(t) 6 El A School Section 170(b)(1)(0111 (Also complete Part V) 7 El A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(Iii) 8 0 A Federal state, or local government or governmental unit Section 170(b)(1)(A)(v) 9 El A medical research organization operated in conjunction with a hospital Section 770(b)(1)(A)(m) Enter the hospital's name, city,

3

25 Enter 1% of line 23 1 't t5,L Ilus I i

26 Organizations described an lines 10 or 11 . a Enter 2% of amount in column (e) . Im ll~ b Prepare a list for your records to show the name of and amount contributed by each person (other than a

governmental unit or publicly supported organization) whose total gifts for 1998 through 2001 exceeded the amount shown in line 26a Do not file this list with your return Enter the total of all these excess amounts W

c Total support for section 509(a)(1) test Enter line 24, column (e) ll~ of Add Amounts from column (e) for lines 18 19

22 26b e Public support Ome 26c minus line 26d total) f Public SUDDort Dercentacie (line 26e (numerator) divided bv line 26c (denominator))

28 Unusual Grants For an organization described in line 10, 11, of 12 that received any unusual grants during 1998 through 2001, prepare a list for your records to show for each year, the name of the contributor the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return Do not include these grants in line 15

Scheduile A (Form 990 or 990-EZ) 200i

Schedule A (Fam 990 or 990-EZ) 2002 R01 MAtLAAL46r Of- -VA0A'Ii% '11- V39-14 9's, Pa FMITE-111 Support Schedule (Complete only if you checked a box on line 10, 11, or 12) Use cash method of accounting Note You may use the worksheet in the instructions for converting m the accrual to the cash method of accounting

Calendar year (or fiscal year beginning in) ll~ (a) 2001 (b) 2000 (C) 1999 (d) 1998 (e) Total

15 Gifts grants and contributions received (Do not include unusual grants See line 28 D15 47-20 (C 0-10 2 . ?) Z5 1 qrl(

16 Membership fees received 1 33 -7vo 45W 17 Gross receipts from admissions, merchandise

sold a services performed, or furnishing of facilities in any activit that is related to the ornanization s charita2l etc . ouriaose 40n-I(A fv5, V7 3 34 -14E 36,5tC? 1-7L, nr~

18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 S,01

19 Net income from unrelated business activities not included in line 18

20 Tax revenues levied for the organizations benefit and either paid to it or expended on its behalf

21 The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge

22 Other income Attach a schedule Do not include gain a (loss) from sale of capital assets

23 Total of lines 15 throuqh 22

27 Organizations described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person ' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person Do not file this list with YOUr return Enter the sum of such amounts for each year

(2001) (2000) (1999) Aotu (1998) fiviv ri . . . b For any amount included in line 17 that was received from each person (other than "disqualified persons'), prepare a list for your records to

show the name of and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11 as well as individuals) Do not rile this list with your return After computing the difference between the amount received and the larger amount described in (1) a (2), enter the sum of these differences (the excess amounts) for each year

--- -- (1999) (1998) (2001) 4014~- (2000)

c Add Amounts from column (e) for lines 15 12 1 *R 0 16 5, &(10 27 17 1-1 LIM 0 OLI 20 or 21 .0 ji~ 27c I c 27d d Add Line 27a total 10, and line 27b total 27d

Ife e Public support (line 27c total minus line 27d total) p. 27e f Total support for section 509(a)(2) test Enter amount from line 23, column (e) li~ L 27f 2 22 to I I 9 Public support percentage oine 27e (numerator) divided by line 27f (denominator)) lp 22779 In Investment income Dercentacie (line 18 . column (e) (numerator) divided by line 27f Wenommatod) 27h

4

35 Does the organization certify that it has compiled with the applicable requirements of sections 4 01 through 4 05 of Rev Proc 75 50 1975-2 C B 587, covering racial nondiscrimination? If -No, attach an explanatio 1 35

Sch~dWo A ffmm 990 or 990-EZ) 2002

Schecide A (For,n 990 ix 990 EZ) 2002 4o, V1ylKAAL^ LN 4AkPIAA \ Page Private School Questionnaire (See page 7 of the instructions (To be completed ONLY by schools th2t checked the box on line 6 in Part I

29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, IN

other governing instrument, or in a resolution of its governing body?

9 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures catalogues and other mitten communications with the public dealing with student admissions ., programs and scholarships?

31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program in a way that makes the policy known to all parts of the general community it serves? If "Yes ' please describe, if No please explain (if you need more space, attach a separate statement)

32 Does the organization maintain the following a Records indicating the racial Composition of the student body, faculty and administrative Staff? b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? c Copies of all catalogues, brochures, announcements and other mitten communications to the public dealing

with student admissions programs, and scholarships? d Copies of all matenal used by the organization or on its behalf to solar contributions?

If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement)

33 Does the organization discriminate by race in any way with respect to

a Students rights or privileges?

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance?

e Educational policies?

If Use of facilities?

g Athletic programs?

In Other extracurricular activities?

If you answered 'Yes to any of the above please explain (if you need more space attach a separate statement

34a Does the organization receive any financial aid or assistance from a governmental agency?

la Has the organizations right to such aid ever been revoked or suspended? If you answered Yes" to either 34a or b, please explain using an attached statement

5

-limited corl promsions apply

(a) (b, Affiliated group TO be Completed totals I for ALL electinct

36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37) 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 41 Lobbying nontaxable amount Enter the amount from the following table-

If the amount on line 40 is- The lobbying nontaxable amount is- Not ova $500,000 20% of the amount on line 40 Over $500 000 but not Over $1,000 ODO $100 000 plus 15% of the excess over S500 000 Over $1 ODO 000 but not met $1,500,000 $175 000 plus 10% of the excess over $1 000 000 Over SI 500 000 but not met $17,000.ODO $225 000 plus 5% of the excess over $1 500 000 Over $17 000,000 $1,0D0 000

42 Grassroots nontaxable amount (enter 25% of line 41) 43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38

Lobbying Expenditures During 4-Year Averaging Period

(a) (b) (c) (d) (e) 002 2001 2000 1999 Total

Calendar year (or fiscal year beginning in) 11-

45 Lobbying nontaxable amount

46 Lobbying ceiling amount (150% of line

47 Total lobbying expenditures

48 Grassroots nontaxable amount

49 Grassroots ceilmo amount 0 50% of line

During the year, did the organization attempt to influence national state or local legislation including any Yes No Amount attempt to influence public opinion on a legislative matter or referendum, through the use of

a Volunteers b Paid staff or management (Include compensation in expenses reported on lines c through h) c Media advertisements d Mailings to members, legislators or the public e Publications, or published or broadcast statements f Grants to other organizations for lobbying purposes g Direct contact with legislators, their staffs, government officials or a legislative body h Rallies demonstrations, seminars, conventions, speeches, lectures or any other means i Total lobbying expenditures (Add lines c through h)

It Yes to any of the above, also attach a statement giving a detailed description of Ves Schedule A (Form 990 or 990-EZ) 2W2

ScheoVe A (Form 990 or 990 EZ) 2002 401 A AVLA 4L'A of Awa-~N F.?fllMff Lobbying Expenditures by Electing Public Charities (See page 9 of th

(To be completed ONLY by an eligible organization that filed Form 5768) Check ll~ a El if the organization belongs to an affiliated group Check ll~ to E] if you checked "a"

Limits on Lobbying Expenditures

(The term -expenditures- means amounts paid or incurred I

- OW o3r instructions

Caution If there is an amount on either hrie 43 or line 44, you must rile Form 4720 W/MWERN/Eff/Im 4-Year Averaging Period Under Section 501(h) N I I'ti-

(Some organizations that made a section 501 (h) election do not have to complete all of the five columns below See the instructions for lines 45 throuah 50 on Dade 11 of the instructions I

50 Grassroots lobbying expenditures I I I I Lobbying Activity by Nonelecting Public Charities 91pr (For reporting only by organizations that did not complete Part VI-A) (See page 11 of the instructions

SChedU1eA(FixM990or990EZ)2002 1AU1 M&Y-O'At'A W AIAMAt\ on- Lj~v Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizati ns (See page 12 of the instructions) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

(III) Rental of facilities, equipment or other assets (hr) Reimbursement arrangements (v) Loans or loan guarantees (vi) Performance of services or membership or fundraising solicitations

c Sharing of facilities equipment, mailing lists, other assets or paid employees I C I I d If the answer to any of the above is 'Yes," complete the following schedule Column (b) should always show the fair market value of the

goods other assets, or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets or services received N I A

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? 0- El Yes A No

W

a Transfus from the reporting organization to a nonchantable exempt organization of (j) Cash (n) Other assets

b Other transactions (i) Sales or exchanges of assets with a noncharitable exempt organization (ii) Purchases of assets from a nonchantable exempt organization

99-0329925

Date Date Gross Gain or Acquired Sold Sales Price Cost (Loss) Description

Capital Gain Distributions paL; eap 8rrmffit~ ~-in 12/6/2002 1,494 1 .494 Pac Cap Small Cap-1/t gain 12/6/2002 862 862 Mutual Beacon Fund 6/14/2002 93 93 Strong Government 12/6/2002 27 27 Rounding 4 4

Totals to Form 990 Line 8, Column (A) 58,831 80,736 (21,905)

Hui Makaala of Hawaii

2002 Form 990 Line 8, Column (A)

Sales of Equities Pac Cap Small-Cap Fund various 3/2612002 4,627 4,225 402 Pac Cap New Asia Growth Fund various 3/26/2002 754 917 (163) Pac Cap Int'l Equity various 3/26/2002 256 401 (145) Pac Cap Value Equity Fund various 3/26/2002 1,046 1,327 (281) Frank Russell Real Estate Secs various 3/26/2002 1,137 1,072 65 Pac Cap Int'l Equity various 6/18/2002 880 1,434 (554) Pac Cap Small-Cap Fund various 6/1812002 2,780 2.571 209 Pac Cap New Asia Growth Fund various 6/18/2002 786 914 (128) Frank Russell Real Estate Secs various 6/18/2002 1,868 1,738 130 Pac Cap Value Equity Fund various 6/18/2002 876 1,183 (307) Frank Russell Real Estate Secs various 7/2912002 1,401 1,448 (46) Pac Cap Growth Fund various 7/29/2002 4,016 8,948 (4,932) Pac Cap Growth & Income various 7/29/2002 2,036 4,606 (2.570) Pac Cap New Asia Growth Fund various 712912002 1,158 '1,276 (118) Pac Cap Int'l Equity various 7/29/2002 1 .852 3,427 (1,575) Pac Cap Small-Cap Fund vanous 7/29/2002 2,675 2,941 (266) Pac Cap Value Equity Fund various 712912002 4,009 6,719 (2,709) Pac Cap Growth & Income various 9/17/2002 205 442 (237) Pac Cap Growth Fund various 9/17/2002 1,479 3,112 (1,633) Frank Russell Real Estate Secs various 9/17/2002 498 485 13 Frank Russell Real Estate Secs various 10/17/2002 1,626 1,607 19 Pac Cap Small-Cap Fund various 10/17/2002 8,946 9,403 (457) Pac Cap Value Equity Fund various 10/17/2002 9,517 16,269 (6,752) Pac Cap Growth & Income various 10/17/2002 1,922 4,271 (2,349)

99-0329925

Net income 4,830

Hui Makaala of Hawaii

2002 Foj7n 990 Line 9

Special Event Fashion Show

Description Amount Gross receipts 39.375 Less contributions 1,520

Gross revenues 37.855 Direct expenses

Hotel reservations 19,682 Production expenses 8,681 Program, stationary, tickets 2,000 Entertainment and leis 832 Other expenses 1,830

Total expenses =1

Schedule of scholarships paid in 2002 Relationship

Class of Activity Donee's Donee's Address Amount of Donee

Scholarship Jansse Corcoran 94-1469 Manao Street 2,000 None Waipahu, HI 96797

Scholarship Silvia Frederick 650 Ulumalu Street 2,000 None Kailua, HI 96734

Scholarship Darcy Gibo 4334 Papu Circle 2,000 None Honolulu, HI 96816

Scholarship Traci Gushiken 95-100 Awiki Place 2,000 None Mililani, HI 96789

Scholarship Scott Nakatsu 94-1005 Puana Street 2,000 None Waipahu, HI 96797

Scholarship Stefanie Okuda 1815 Glen Avenue 2.000 None Wahiawa, HI 96786

Scholarship Karley Peterson 1724 Walea Street 2,000 None Wahiawa, HI 96786

Scholarship Brandie Saito 27 Kehaulant Street 2,000 None Hilo, HI 96720

Scholarship Kaylee Shimomura 73 Waipoli Road 2,000 None Kula, HI 96790

Scholarship Kristen Kimoto 94-668 Lumiauau Street 2,000 None Waipahu, HI 96797

Total Scholarships Reported on Part 11, Line 22 $ 20,000

Hui Malkaala of Hawaii 99-0329925

2002 Form 990 Part 11, Line 22

Total Program Service Expenses Reported on Part III, Line f $ 32,244

Hui Makaala of Hawaii FEIN #99-0329925

2002 Form 990, Part III

Describe the Organization's primary exempt purpose

Hui Makaala of Hawaii is organized exclusively for charitable, educational, literary and cultural purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code including for such purposes

a to participate as a regular member in the Hawaii United Okinawan Association (HUOA),

b to promote, preserve and perpetuate the Okinawan culture,

c to conduct or participate in discussion groups, forums, panels, lectures, or other similar programs,

d to conduct or participate in cultural shows, arts and crafts exhibits, and demonstrations,

e to print, publish, and/or distribute Okinawan cultural and historical books .

f to advance education, and

g to relieve the poor, the distressed, or the underprivileged

Program Service

Describe Exempt Purpose Achievements Expense

Scholarships provided deserving students the ability to attend institutions of higher learning Providing scholarships and to assist those that need financial assistance are part of the main guiding principles of this non-profit organization It also promotes, preserves, and perpetuates the Okinawan Culture with our members and others in the community (Grants and allocations $20,000) $ 20,000

Participated in various cultural events, some of which sponsored by Hui Makaala of Hawaii or the HUOA Participation allowed our members to promote, preserve, and perpetuate the Okinawan culture It also allowed our members to promote fellowship and goodwill among Okinawan and non- Okinawan members in our community (Grants and allocations $0) 12,244

Hut Makaala of Hawaii

2002 Form 990 Part V

Title and Hours PerWeek(b)

President/ Volunteer

President Elect/ Volunteer

1 st Vice PresiclentI Volunteer

2nd Vice President/ Volunteer

Recording Secretary/ Volunteer

Corresponding Secretary/ Volunteer

Treasurer/ Volunteer

Assistant Treasurer/ Volunteer

Advisorl Volunteer

Director/ Volunteer

Director/ Volunteer

Director/ Volunteer

Director/ Volunteer

Director/ Volunteer

Address (a)

95-1156 Makaikai St #152 Mililani, Hi 96789

628A 11 th Avenue Honolulu, HI 96816

2264 Mohala Way Honolulu, HI 96822

724 Spencer Street #205 Honolulu, HI 96817

2551 Jasmine Street Honolulu, HI 96816

1749 Fern Street #7 Honolulu, Hi 96826

47-450 Aim Place Kaneohe,H196744

3511 Maunalei Avenue Honolulu, HI 96816

2823 Booth Road Honolulu, Hl 96813

3122 Kaloaluiki Street Honolulu, Hi 96822

98-1995C Kaahumanu St Aiea, HI 96701

1715C 1 Oth Avenue Honolulu, 111 96816

7415 Makaa Place Honolulu, HI 96825

46-349 Nahewai Street Kaneohe,H196744

Name (a)

Ryan Okunaga

Reid Yamashiro

Liz Teruya

Lisa Shishido

Lisa Tobara

Miki Fujimoto

Eric Nitta

Dan Dick

Lloyd Higa

Patrick Arakaki

Al Kakazu

Robert Kamemoto

Michael ho

Pam Tamashiro

None

None

None

None

None

None

None

None

None

None

None

None

None

99-0329925

Compensation, Contributions, Expenses (c), (d), (e)

None

94 Membership dues provides funds for administration of its programs and communication with its members

Hui Makaala of Hawaii 99-0329925

2002 Form 990, Part Vill

Line No Explanation

93a Member payments to defray costs for Hui Makaala of Hawaii sponsored events Participation in these events allowed our members promote, preserve, and perpetuate the Okinawan culture It also allowed our members to promote fellowship and goodwill among Okinawan and non-Okinawan members in our community

99-0329926

2002 Schedule A (Form 990) Part III

All students are welcomed to apply for a Hui Makaala of Hawaii scholarship Scholarships are awarded to deserving students based upon academic measures (grade point average, awards, and courses taken), a personal essay, letters of recommendations, particpation in extra-curricular activities, and financial need Each applicant is evaluated by a panel of four to six members and ranked accordingly A consensus is then reached by the panel on the students most deserving of a Hui Makaala of Hawaii scholarship

Hui Makaala of Hawaii

Application for Extension of Time to File an Exempt Organization Return I CIMB No 1545 1709

Form8868 (December 2000)

Depanument ot the Treasury Internal Revenuie service for each return xi~ File a " If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 (on page 2 of this form) Note- Do notcomplete Partflunlessyou have already been granted an automatic 3-month extension onaprevously filed Forin 8868

li~

FP-art I Automatic 3-Month Extension of Time - Only submit original (no copies needed) Note Aom 990-7-colporations requesting an automatic 6 month extension - check this box and complete Part / only

All other corporations (including Form 990 C filers) must use Form 7004 to request an extension of time to file income tax returns Partnerships, PEMICs and trusts must use Form 8736 to request an extension of time to ble Form 1065. 1066. or 1041

Type or nnt Ile by the

due date for filing your return See instructions

umbier street and room or suite number It a P 0 box see instrncircris

/0 1314 SOUTH KING STREET, SUITE 723 City loninn or post office For a code

814 stabe .. I I il 11 n.F .1 1

Check type of return to be filed (file a separate application for each return) FXJ Form 990 n Form 990 T (corporation) Form 4720

Form 5227 Form 6069

Form 990-T (Section 401 (a) or 408(a) trust) Form 990 T (trust other than above) Form 1041 A

Form 990-BL Form 990-EZ Form 990 PF

FIFZ0501 07/25102

. I

Name of Exempt organization I Employer ideMilicabon number

If the organization does not have an office or place of business in the United States, check this box if this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this box I" n If it is for part of the group, check this box x- [] and attach a list with the names and EINS of all members the extension will cover

1 1 request an automatic 3 month (6 month, for 990-T corporation) extension of time until Aug 15 .20 03 to file the exempt organization return for the organization named above The extension is for the organizaticirl's return for ex~ rV-1 calendar year 20 02 or lx~ M tax year beginning , 20 -, and ending .20

2 If this tax year is for less than 12 months, check reason 11 Initial return Final return E] Change in accounting period

3 a If this application is for Form 990 BIL, 990-PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions

b If this application is for Form 990 PF or 990-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit

c Balance Due Subtract line 3b from line(3a Include ' aTmePnaY%ff1h this 0 In

or, if required, deposit with FTD coupon or, if required, by using EFTPS Electronic 40duerra

I , en

I Sy'strel;) See instructions

Signature and Verification Under penalties ot perjury I declare that I haw examined this retwn including accomioaminng sdwdules and statements and to Vier best of my knov,ledge and beW it a true, MrrecL and complete and Unat I am auftrized to prepare this form

Signature lx~ (22D ix.- C-0-01 Title x` CPA Date " 05/12/03 SAA For Paperwork Reduction Act Notice, see instructions . Form SM8 (12-2000)

Notice to Applicant - To be Completed by the IRS We have approved this application Please attach this form to the organization's return We have not approved this application However we have granted a 10 day grace period from the later of the date-slicwh-Txilow-otthe-due date of the organization's return (including any prior extensions) This grace period is considered to be a valid extension of time forl elections otherwise required to be made on a timely filed return Please attach this form to the organizatior~s-return

F-1 We have not approved this application After considering the reasons stated in item 7. we cannot grant your requesf ~or anexA~; of~'----time to file We are not granting a 10 day grace period

I , _j

We cannot consider this application because it was filed after the due date of the return for which an extebsion was-requisteb, Other I

Alternate Mailing Address - Enter the address if you want the copy of this application for an additional address different than the one entered above

EJENSICN APPROVED Name

ALLEN M ARA Type or Number and street (inclu print 1314 SOUTH K

City or town province or

HONOLULU BAA

11 Al 11- 2 8 2003 room or apartment number) or a P 0 box number

STREET, SUITE 723 d country (including pc,stal or ZIP cod.)

FIFZ0502 1010~1102

Form 8868 (12 200tiIIIJI MAKAALA OF HAWAII 99-0329925 Page a if you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 and check this box X - E

Note Girry complete Part # ifyou have already been granted an automatic 3-month extension on a previously filed Form 8868

41, If you a a filing for an Automatic 3-Month Extension. complete only Part I (on paqe 1) Pairt 11 1 Additional (not automatic) 3-Month Extension of'Time - Must File Oncilinal nd One Copy Type or Name of Exempt Organization Employer identilication number

print HUI MAKAALA OF HAWAII 99-0329925 W.-MiSetsueet and room or suite number it a P 0 be . see instructions For IRS Use Only

Fife by the extercled due dale for ~,eiing in's P 0 BOX 2604 4., .rn

ee instructions City town or post office state and ZIP code For a foreign address see insmuctiOns;

HONOLULU HI 96803 Checktype of return to be filed (file a separate application for each return) Fv1 Form 990 11 Form 990 EZ Form 990 T (Section 401 (a) or 408(a) trust) Form 1041 A Form 5227 E] Form 8870 MlForm`990BIL F]Form99OPF HForm 990 T (trust other than at Id Form 4720 HForm 6069 Stop Do not complete Part 11 if you were not already granted an automatic 3-monlh extension on a previously filed Form 8868 0 If the organization does not have an office or place of business in the United States, check this box air If (his is for a Group Return, enter the organizations four digit Group Exemption Number (GEN) - - If this is for the

whole group check this box If it is part of the group check this box -E] and attach a list with the names and ENS of all members the extension is for ::Z--

4 1 request an additional 3 month extension of time until Nov J 20 03 5 Forcalendafyear 2002 or other taxyear begin -aTiff-ending .20 6 If this tax year is for less than 12 months, check reason Initial return Final return -DChange in accounting period 7 State in detail why you need the extension THE ANNUAL ACCOUNTING NEEDS TO BE

C OMP L ETE-D- I N 0 RDE R-TO- F I L E-A CO~FCETE -AA6 A-C ELTRATC -TAX RFFWR~ - - - - - - - - - - - - - - - - - - - ------------------------------------------------------------------

Ba If this application is for Form 990-BL, 990 PF, 990 T, 4720 . or 6069, enter the tentative tax, less any nonrefundable credits See instructions

b If this application is for Form 990 PF . 990 T. 4720 or 6069 enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 $

c Balance due Subtract line 8b from line 8a Include your payment ~ith this form, or, if required, deposit with FTD coupon or, if required by using EFTPS (Electronic Federal Tax Payment System) See instructions $ Signature and Verification

under penalties of perjury I declare ffia~t I haxe examined ois form uiciudmo accompanying sictedules and statements and to me best of my knowledge and belief it is true correct and complete and that I am aumcrued to prepare ors form

Signature '~ (D~~ file... ca--~2Q

Title ii- CPA Date "- 08/14/03

By Director Date