american heritage girls irs 990s, 2012-present
TRANSCRIPT
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
1/71
l
efile
GRAPHIC
p rint -
DO NOT PROCESS As Filed Data
-
DLN: 93493269000312
Form990
Return
o f
Organization Exempt F r om
In co me Ta x
OMB No 1545-0047
Under section 50 1 ( c ) ,
52 7, o r
4947
a)(1)
of
t he
Internal
Revenue Code except
b l ac k l un g
2
benefit trust
or
private fo u nda tio n)
D e p a r t m e n t o f
th e
T r e a s u r y
I n t e r n a l
R e v e n u e S e r v i c e
0 -
The
organization
may have t o use
a
copy o f t h is
return
t o
satisfy state
reporting requirements
A Fo r the 2011
calendar year ,
or
ta x
year
beginning
06 - 01-2 011 a n d ending 05 - 31-2012
B Check
i f
a p p l i c a b l e
C
Name
o f organization
AMERICAN HERITAGE GIRLS
IN C
ddress
change
D o in g B us in e ss As
Name
change
n i t i a l
r e t u r n
Number
a nd s t r e e t
( o r
P
0
bo x i f
mail i s not delivered t o
s t r e e t address Room/suite
F_
Terminated
17 5
TR I
COUNTY PARKWAY NO 100
Amended r e t u r n C i t y or
town,
s t a t e or country, a nd ZI P
+
4
CINCINNATI, OH 452463255
p p l i c a t i o n
pending
F Name a nd a dd re ss o f principal o f f i c e r
PATRICIA GARIBAY
175
TRI
COUNTY PARKWAY 100
CINCINNATI,OH
45246
I
Ta x
- exempt
s t a t u s
01(c)(3)
501( c)
- 4
( i n s e r t
no 947(a)(1)
o r
F_
52 7
J
Website
: 1 -
WWWAHGONLINE ORG
tmpioyer iaenriricarion nu
3 4438 4
E
Telephone
number
(513)771-2025
G Gross r e c e i pt s 1,824,849
H(a)
I s t h is
a
g ro up
return
f o r
a f f i l i a t e s ? fl Ye s
No
H(b) Ar e
al l
a f f i l i a t e s i ncl uded ? f l Ye s
F_
No
I f N o , a t t a c h a l i s t (se e
i n st r uct i on s)
H(c)
Gr o u p e xe mp ti o n
number
0 -
K
Form o f
organization
orporation r u s t
F_
Association
ther
0 -
L
Year o f formation 1995 M State o f l e g a l domicile OH
Summary
1 B r i e f l y
describe
t he o r g an i za t io n s
mission
or
most
significant
activities
BUILDING WOMEN OF INTEGRITY THROUGH SERVICE TO GOD, FAMILY, COMMUNITY, AND COUNTRY
2 Check t h i s
b ox
O f -
i f
th e
organization
discontinued
it s
operations
or disposed o f mor e than 25 o f it s
ne t
assets
3 Number o f
voting
members o f the
g o ve r n i n g
b o dy (Part VI , l i n e 1a ) 3 12
r , f
4 N
umber
o f indep endent voting members o f the
g o ve r n i n g b o dy
(Part
VI ,
l i n e 1
b )
4
12
5 Total number o f individuals employed i n c a le n da r ye a r 2011 (Part V, l i n e 2a ) 5 36
6
Total
number o f vo l un t e er s ( e st i mat e
i f
nec essa ry )
6
5,260
7a T o ta l
unrelated
b us i ne s s r e ve n ue from
P a rt V II I,
col umn ( C ) ,
l i n e 12
7a 0
b
Ne t
unrelated business taxable i ncome from Form 990-T l i n e 34
7 b 0
Prior
Year
Current
Year
8 Contributio ns a nd
grants
(Part
VIII,
l i n e 1h)
100,578 129,931
9 P r o g r a m service rev enu e (Part VIII, l i n e 2g )
642,899 774,029
13 -
10 I n v e st m en t i n co m e (Part VIII, col umn ( A) , l in e s
3 ,
4 , a nd 7 d
1,815
1,411
11
Othe r rev enu e (Part VIII, col umn ( A) , l in e s 5 , 6d, 8c , 9c ,
10c,
a nd
11e)
419,788
577,746
12 Total revenue-add l i n e s 8
through
11 ( mu st equal Part VIII, col umn ( A ) , l i n e
12 )
1 165 080 1 483 117
13 Gra nts a nd similar amounts pa id ( Pa rt
IX ,
col umn ( A ) , l in e s 1-3)
6,961 500
14
Ben e fi t s p ai d
t o
or
f o r
members (Part
IX ,
col umn ( A ) , l i n e 4 )
0 0
15
Salaries, other comp ensa tio n,
employee
benefits
(Part
IX , col umn ( A , l i n e s
5-10)
544,999 814,976
16a
P r o f es s io n a l f u nd r ai s in g
f ee s ( Pa rt IX , col umn ( A ) , l i n e
l le)
0 0
sC
b
T o t al f u n dr a i si n g expenses
( P a r t X
column
( D ) , l i n e 25)
0-11,966
L L J
17
Othe r expenses
(Part IX , col umn ( A ) , l in e s h1a-11d,
11f-24e
298,892
313,302
18
Total expenses Add
l i n e s 13-17 (must
e qu al P ar t
IX , col umn ( A ) , l i n e 2 5)
850,852 1 128 778
19 Revenue less expenses
Subtract
l i n e
18
from l i n e 12 314,228
354,339
Beginning of
Current
En d
of
Year
Ye ar
M
20
Total
assets
(Part
X , l i n e 16)
787,726
1 193 165
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
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Form 990 2011
Page 2
Statement of
Program
Service ccomplishments
Check
i f
Schedule
0
contains
a response
t o any question
t h i s Part
I I I
(-
B r i e f l y
describe
the
organization
s
mission
BUILDING WOM N OF
INTEGRITY
THROUGH SERVICE TO GOD, FAMILY, COMMUNITY, AND
COUNTRY
2 Did the organization undertake
any
significant program
services
durin g the y ea r whi ch wer e no t l i s t e d
on
the
p r i o r
Form
990
or
990-EZ?
fl
Yes
F
No
If Yes, describe these
new
services o n
Schedule
0
3
Di d
the
organization cease conducting or make significant changes
how
t conducts, any program
services?
Yes F7 No
If Yes, describe these changes on Schedule
0
4 Describe
the
organization
s
program service accomplishments
f o r each
o f t
three largest
program services
as
measured
by
expenses
Section
501 (c) (3) and 501(
c)(4)
organizations and section
4947
(a)(1) trusts are required
t o
report
the amount o f
grants
and
allocations
t o
others
the t o t a l
expenses a n d r eve nue i f
any, f o r e ac h p ro g ra m
service
reported
4a
(Code
Expenses
927,402
i n c l u d i n g grants o f
500
(Revenue 1,351,775
AMERICAN
HERITAGE GIRLS, I NC ( AHG) I S A NATIONAL
CHRIST-CENTERED
CHARACTER
DEVELOPMENT
PROGRAM WITH OVER 14,340 GIRL MEMBERS AGES 5 TO
18 I N
2012,
AHG
UTILIZED
5,260 TRAINED ADULT VOLUNTEER
MEMBERS
AND
PARTNERED
WITH OVER 414 COMMUNITY, SCHOOL, AND CHURCH CHARTER
ORGANIZATIONS I N
45
STATES TO ACCOMPLISH
ITS MISSION
OF
BUILDING
WOMEN OF INTEGRITY THE
AHG PROGRAM
TEACHES
GIRLS
L I F E
SKILLS THROUGH
BADGE
WORK
(56,889 BADGES EARNED I N 2012), SELF CONFIDENCE THROUGH OUTDOOR ADVENTURES
(OVER
25 0 CAMP EXPERIENCES OFFERED I N 2012), AND
SERVANT LEADERSHIP
THROUGH OUTWARD-FOCUSED
COMMUNITY SERV IC E (O VER
221,225
HOURS SERVED I N 2012) I N THE 2012
PROGRAM YEAR, GIR LS
EARNED
9,674 LEVEL AWARDS AND 12
STARS
AND STRIPES
AWARDS,
AHG'S MOST
PRESTIGIOUS
AWARD
4b
(Code
(Expenses
i n c l u d i n g grants
o f
(Revenue
4c (Code
Expenses
i n c l u d i n g
grants o f (Revenue
4d Other program services Describe
i n
Schedule
0
Expenses
including grants
of Revenue
4e Total
program
serviceexpenses
927,402
F orm 9 90
2011
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
3/71
Form
990 (2011)
Page 3
Checklist of
Required
Schedules
Yes No
1
I s
the
organization
described i n
section 501(c)(3) or4947 a 1 (other than a private foundation)?
I f
Yes, Y es
complete Schedule
As
1
2
I s the organization required t o
complete Schedule
B ,
Schedule o f
Contnbutors(see instructions) ?
IN
2 Y es
3
Di d the organization e n g a g e direct or indirect p o l i t i c a l campaign activities on
behalf
o f or i n opposition t o
No
candidates
f o r
public o f f i c e ?
I f Yes, complete Schedule
C , P a r t I
3
4
Section
50 1
c)(3) organizations
Did
the
organization
e n g a g e
i n
lobbying
a c t i v i t i e s ,
or
ha v e
a
section
501(h)
No
election i n e f f e c t
during
th e t ax year?
I f
Yes, complete Schedule
C , P a r t
I I
4
5 I s
the
organization a section
501 c ) 4 ) , 501
c ) 5 ) ,
or 501(c)(6) organization that receives membership
dues,
assessments,
or
similar amounts
a s de fi ne d
i n Revenue Procedure 98-19? I f
Yes,
complete Schedule
C ,
P a r t
II I
5
N
o
6 Di d the
organization
maintain a ny d on o r a dv is ed funds or any similar funds or accounts f o r w hi ch do no rs h av e the
r i g h t t o provide advice on the distribution or investment
o f amounts
i n
such
funds or
accounts?
I f Yes, complete
Schedule
D , P a r t Is
6
N
o
7 Di d the
organization
receive
or
hold a
conservation
easement, including easements t o
preserve
o p e n
space,
No
th e
environment, h i s t o r i c land
areas
or h i s t o r i c
structures?
I f Yes,
complete Schedule D ,
P a r t
I I
7
8
Di d the organization
maintain
collections
o f
works
o f
a r t , historical
treasures, or
other
similar
assets?
I f
Yes,
complete Schedule
D , P a r t II I
8
N
o
9 Di d the
organization
report an amount i n Part X , l i n e 21,
serve
as
a
custodian
f o r amounts no t l i s t e d i n Part X ,
or
provide credit counseling,
debt
management, credit
r e p a i r ,
or
debt
negotiation
services? I f
Yes,
N
o
complete Schedule D , P a r t I V
9
10 Di d the organization, directly
or
through a related
organization,
hold assets
i n
temporarily restricted endowments, 10
No
permanent endowments,
or
quasi-endowments? I f Yes, complete Schedule D , P a r t
V
11 If the organization's answer t o any o f the
following
questions i s
'Yes/then
c o m p le t e S c he du le
D, Pa rts VI , V II ,
VIII, IX ,
or X
as
applicable
a
Di d the
organization
report an
amount
f o r l a n d ,
buildings,
and equipment i n Part X , linel0? I f Yes, complete
Schedule
D ,
P a r t
VI.95 ll a
Y es
b Did
the
organization
report
an amount
f o r
investments-other
securities
i n Part
X , l i n e 12 that i s
or
more o f
it s
t o t a l assets reported i n
Part
X , l i n e
16?
I f
Yes,
complete
Schedule D , P a r t V I I .
llb
No
c
Di d the
organization
report an
amount
f o r investments-program related
i n Part
X , l i n e 13 that i s
or
more o f
it s
t o t a l assets
reported i n Part
X , l i n e 16? I f
Y e s , complete
Schedule
D ,
PartVIII.95
11c
No
d Did
the
organization
report
an amount
f o r other
assets
i n Part X , l i n e
15
that i s
or more
o f
t s
t o t a l
assets
reported i n Part X ,
l i n e
16 ? I f Yes,
complete Schedule
D , P a r t I X
li d
No
e
Di d
the
organization report an amount f o r
other l i a b i l i t i e s i n Part X , l i n e 25?
I f Yes,
complete Schedule D ,
PartX.95
li e
No
f Di d the organization's
separate
or consolidated financial statements f o r th e t ax year
include
a footnote that
addresses the organization's l i a b i l i t y f o r
uncertain
ta x
positions
under FI N
48 ASC
740)?
I f
Yes, complete
11f
No
Schedule
D , P a r t X.95
12a
Di d the organization
obtain
separate, independent audited f i n a n c i a l statements f o r th e ta x
year? I f Yes, complete
Schedule D , Parts X I , X I I , a nd
X I I I
15
12a
Y es
b
Was th e
organization included
consolidated, independent audited financial statements f o r t he t ax year? I f
Yes, and
i f the organization
answered
'No'to l i n e 12a, then completing
Schedule
D , P a r t s X I , X I I ,
a nd
X I I I i s
optional
12b
N
o
15
13 I s
the
organization a
school describ ed
section 170(b)(1)(A)(ii)?
I f
Y e s , complete Schedule E
13
No
14a
Di d the organization maintain an o f f i c e , employees, or agents outside
o f
the United States?
14a
No
b D i d the organization have
a g greg ate revenues
o r expenses
o f
more
than
10,000
from grantmakin g , f u n d r a i s i n g ,
b u s i n e s s ,
investment,
an d program s e r v i c e a c t i v i t i e s
o utside the United
S t a t e s , or aggregate f o r e i g n
investments
valued a t 100,000
or
more?
i f
Y e s , complete
Schedule
F , Part
I
14b
N
o
15 Di d the
organization
report on Part IX , column A l i n e
3 ,
more than 5,000 o f grants or assistance t o an y
organization or
entity
located outside the U S ? I f
Yes,
complete
Schedule F ,
P a r t
I I a nd
IV
15
N
o
16 Di d the organization report on Part IX , column A
l i n e 3 ,
more than 5,000 o f aggregate grants or assistance t o
individuals located outside
th e
U S ? I f Yes,
complete Schedule F ,
P a r t II I
a nd
I V
16
No
17 Di d the organization report a
t o t a l
o f more than 15,000,
o f
e x p e n s es
f o r
professional fundraising services on 17
No
P
a
r t I X , column
A ) ,
l i n e s
6 and 11
e?
I f
Y e s , complete Schedule G ,
P a r t
I
18 Di d
the
organization report more than 15,000
t o t a l
o f
fundraising
event
gross
income and contributions on
Part
VIII,
l i n e s
1c
a nd 8 a?
I f
Yes,
complete Schedule
G , P a r t I I
18
No
19 Di d
the
organization report more
than
15,000 o f
gross
income
from gaming activities
o n Pa rt VI II ,
l i n e
9a ?
I f
19
No
Yes, complete Schedule
G ,
P a r t
II I
20a
Di d
the
organization
operate o ne
or
more
hospitals?
I f
Y e s , complete Schedule H
20a
No
l i n e d i d statement
-
8/21/2019 American Heritage Girls IRS 990s, 2012-present
4/71
Form
990
(2011)
Page 4
Checklist
of
Required
Schedules (continued)
21
Di d the organization report more than
5,000
o f grants
a n d
other
assistance t o
governments
a n d
organizations
i n 21 No
th e Un ited States
o n Part
IX ,
column A ) ,
l i n e 1? I f
Yes,
complete Schedule
I ,
Parts I an d I I
22 Di d
the
organization report more than
5,000
o f grants
a n d
other
assistance t o
individuals
i n the U
nited
States
22
on Part IX , column A ) , l i n e 2? I f
Yes,
complete Schedule I , P a r t s I a n d
III
No
23
Di d
the
organization answer
Yes t o
P art V I I,
Section
A,
questions
3 ,
4 ,
or
5 , about
compe nsatio n
o f th e
organization s current
a n d
former
o f f i c e r s ,
directors,
trustees,
ke y employees,
a n d
highest compensated
23
No
employees?
I f Yes, completeScheduleJ
24 a Di d the organization
ha v e
a
tax-exempt
b ond
issue
with
an outstanding principal amount
o f
more
than
100,000
as o f
th e
l a s t
da y
o f
th e
y ear, tha t wa s
issued
a f t e r December 31, 2002?
I f
Yes, answer questions 24b-24d
an d
complete Schedule K . I f No, go t o l i n e 25
24 a
N
o
b Did
the
organization invest
a n y
proceeds
o f
tax-exempt
bonds
beyond
a temporary period exception?
24 b
c Di d
the
organization
maintain
an escrow
a ccou nt o t her tha n a
refunding escrow
a t a n y time
during
th e year
t o
de f ea s e a n y
tax-exempt b onds?
24 c
d Did
the
o rg an iz at io n a ct a s
an on
behalf
o f
issuer f o r b onds outstanding a t
a n y
time
during
th e year?
24d
25a
Section 501(c
)
3) an d 501 c)(4) organizations Di d the organization e n g a g e i n an excess benefit transaction with
a
disqualified person
during
th e year? I f
Yes,
complete Schedule L ,
P a r t I
25a No
b
I s
the
organization
aware
that i t
engaged
i n
an
excess
benefit
transaction
with
a
disqualified
person
i n
a
p r i o r
year, an d t ha t t he
transaction
ha s not been
r ep orted o n
a n y o f the organization s p r i o r
Forms
990
or 990-EZ?
I f
25b
No
Yes, complete Schedule
L ,
P a r t I
26 Was a loan t o
or by
a
current or
former o f f i c e r , director, trustee, ke y employee,
highly
compensated employee,
or
disqualified
person
outstanding
as
o f
the
en d o f
t he o rg an iz at io n s t ax year?
I f
Yes,
complete
Schedule
L ,
26
No
P ar t I I
27 Di d the organization provide a grant or other
assistance t o
an
o f f i c e r , director,
trustee,
ke y employee,
substantial
contributor, or a
grant selection committee
member,
or
t o a person
related
t o such
an individual?
I f
Yes,
27 No
complete Schedule L , P a r t II I
28 Was th e
organization
a party t o a business transaction
with
o n e
o f the
following parties? (see
Schedule
L , Part
I V
instructions f o r applicable f i l i n g thresholds, conditions,
a n d exc e pt i on s)
a A current
or former
o f f i c e r ,
director,
trustee, or
ke y
employee?
I f Yes, complete Schedule L ,
P a r t
I V
28 a
No
b
A family member o f a
current or
former
o f f i c e r ,
director, trustee, or ke y
employee?
I f
Yes,
complete Schedule L , P a r t I V
28 b
N
o
c
A n entity o f which a
current or
former o f f i c e r , director, trustee, or key
employee
o r a family member thereof)
wa s
an
o f f i c e r ,
director, trustee, or owner? I f
Yes,
complete
Schedule L ,
P a r t
I V
28c
No
29 Di d the
organization
receive more than 25,000 i n n o n-cash contributions?
I f
Y e s ,
complete Schedule M
29
No
30
Di d
the
organization receive contributions
o f a r t , historical
treasures, or
other similar assets,
or
q u a l i f i e d
conservation
contributions?
I f
Y e s ,
complete
Schedule M
30
No
31 Di d the
organization
l i q u i d a t e , terminate, or dissolve
a n d
cease operations? I f
Yes,
complete
Schedule N ,
P a r t I
31
N
o
32
Di d the organization
s e l l ,
exchange,
dispose
o f , or transfer more than 25
o f
i t s
ne t assets? I f
Y e s ,
complete
Schedule N ,
P ar t I I
32
N
o
33
Di d the organization o wn 100
o f
an entity disregarded
as
separate
from the organization under Regulations
sections
301 7701-2
an d
301 7701-3?
I f Yes, complete Schedule R ,
PartI
33
No
34 Was th e organization related
t o a n y
tax-exempt or taxable entity?
I f Yes, complete Schedule
R , P a r t s
II ,
I I I ,
I V ,
a n d
V ,
l i n e
1
34
N
o
35a I s a n y
related organization
a
controlled
entity o f the
f i l i n g organization
within th e
meani n g
o f
section
512(b)(13)7
35a
N
o
b
Di d the organization receive
a n y
payment from or e n g a g e
i n a n y
transaction
with
a controlled entity
within
th e
35 b
No
meani n g o f section
512(b)(13)?
I f
Yes, complete Schedule R ,
P a r t V , line2
36 Section
501(c
)
3) organizations
Did the organization make
a n y
transfers
t o
an exempt non-charitable related
organization?
I f Yes, complete Schedule R , P a r t
V , line2
36
No
37
Di d
the
organization
conduct
more than o f i ts
activities through
an
entity
that
i s not a
related organization
a n d
that i s
tre ated a s
a partnership f o r federal
income
ta x purposes? I f
Yes,
complete Schedule R , P a r t
VI
37
No
38
Di d
the
organization
c o mp l e te S c he du le
0
a n d
provide
explanations i n Schedule
f o r
P art V I , l i n e s
11 an d
19 ?
Note A l l Form 990 f i l e r s are
required
t o c o mp l e te S c he du le 0
38
Y es
Fo rm 9 90 2 11
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
5/71
Form
990
2011)
Page 5
W
Statements
Regarding Other IRS Filings
and
x
Compliance
Check i Schedule
contains a response t o
any
question i n t h i s Part V
Yes
No
la
Enter the number
reported
Bo x
3
o f Form 1096
Enter-0- i f no t
applicable
la
6
b
Enter the
number o f Forms
W-2G
included i n
l i n e
la
Enter-0-
i
no t
applicable
lb
0
c Di d
the
organization comply with backup withholding
r u l e s f o r
reportable
payments t o vendors and
reportable
gaming gambling) winnings t o p r i z e winners?
1c
2a Enter the number o f
employees reported
on
Form
W-3,
Transmittal
o f Wage and Tax
Statements
f i l e d f o r the
calendar year
ending w ith o r
within
the
year
covered by
t h i s
return
2a
36
b
I f
a t least
one i s
reported on
l i n e
2a, d i d the organization
f i l e a l l
required
federal
employment tax returns?
2b
Yes
Note I f the sum
o f
l i n e s la
and 2a
i s greater than 250,
yo u
may
be required
t o
e - f i l e
see instructions)
3a
Di d
the
organization
have unrelated
business
gross
income
o f
1 000 or
more
during
the
year?
3a
No
b
I f
Yes,
ha s i t f i l e d a Form 990-T f o r
t h i s
year?
I f
No, provide an explanation in Schedule O 3b
4a
At
any
time
during
the
calendar
year, d i d the
organization
have an interest i n or a signature or other authority
over, a f i n a n c i a l
account i n
a foreign country such as a
b a n k a cc ou nt
or securities
account)?
4a
No
b
I f
Yes, enter
the
name
o f the
foreign
country
0
Se e instructions f o r f i l i n g requirements f o r Form TD
F
90-22
1 ,
Report o f
Foreign
Bank
an d
Financial
Accounts
5a
Was the
organization
a party t o a prohibited tax
shelter transaction
a t any time
during
t he t ax year?
5a
No
b Did any taxable
party
n o t i f y
the
organization
that i t
w as
or
i s
a
party
t o
a
prohibited tax
shelter transaction?
5b
No
c
If Yes t o l i n e 5a or 5b,
d i d
the
organization
f i l e
Form 8886-T?
5c
6a Does the
organization
have annual gross
receipts
that
are
normally
greater
than
100 000
and
d i d
the 6a No
organization
s o l i c i t any
contributions
that
were
n ot t ax deductible?
b
I f
Yes,
d i d the
organization include with
every solicitation an express s t a tement that such
contributions
or
g i f t s
were
n ot ta x deductible?
6b
7 Organizations that may receive deductible contributions under section
170 c).
a Di d
the
organization receive
a payment i n
excess
o f 75 made p a r t l y
as
a
contribution
and
p a r t l y f o r goods
and
7a No
services provided t o the
payor?
b
I f
Yes,
d i d the
organization
n o t i f y
the donor
o f
the value
o f
the goods or services provided? 7b
c Di d the organization
s e l l , exchange,
or otherwise
dispose o f
tangible personal property f o r
which i t
w as required
t o
f i l e
Form
82827
7c
No
d
I f
Yes, indicate
the
number o f Forms 8282
f i l e d
during
the year 7d
e
Di d
the
organization receive
any
funds,
directly
or
i n d i r e c t l y , t o pa y premiums
on
a personal
benefit
contract?
7e
f
Di d
the organization,
during
the year, pa y premiums, directly
or
i n d i r e c t l y , on a personal
benefit
contract? 7f
g
I f the
organization
received a
contribution
o f q ua l i f i e d i n t e l l e ct u a l property, d i d the
organization
f i l e Form 8899
as
required?
7g
h I f the organization received a
contribution
o f cars,
boats,
airplanes, or other
vehicles,
d i d the
organization
f i l e a
Form
1098-C?
7h
8
Sponsoring
organizations
maintaining donor advised
funds and section 509 a
3) supporting organizations. Did
the supporting organization,
or
a donor advised fund maintained
by
a sponsoring organization, have
excess
business
holdings
a t
any
time
during
the year?
8
9 Spo ns ori ng o rg an iz ati ons ma in ta in in g donor advised
funds.
a Di d
the
organization
make any
taxable distributions
under
section 4966?
9a
b
Di d the
organization
make a distribution t o a
donor,
donor advisor, or related
person?
9b
10 Section 501 c
7) organizations.
Enter
a I n i t i a t i o n fees
and
capital contrib utions included on P art VIII,
l i n e
12
10a
b
Gross
receipts, included on Fo rm 9 90, Part VIII,
l i n e
12, f o r public
us e o f
club 10b
f a c i l i t i e s
11 Section 501 c
12)
organizations. Enter
-
8/21/2019 American Heritage Girls IRS 990s, 2012-present
6/71
Form 990
2011
Page 6
m
overnance , Management,
and
Disclosure
F o r
each
Yes
response t o l in es 2 through
7b
below, and
f o r
a No response t o l i ne s
8 a 8 b o r
10b
below, describe
t h e circumstances, processes,
or
changes
i n
Schedule
0. See instructions.
Check i f
Schedule
0
contains a response t o a n y q ue st io n i n t h i s Part VI F
Section
A Governing Body and
Management
Yes
No
la
Enter th e number o f
voting
members
o f
th e governing body
a t
th e
en d o f
t he t ax
year
la
12
b
Enter
th e
number
o f
voting
members included
i n l i n e
la,
above,
w ho are
independent
lb
12
2 Did
any o f f i c e r director,
trustee, or
ke y
employee have a family relationship or a
business
relationship with
any
other
o f f i c e r
director, trustee,
or
ke y
employee?
2 Yes
3
Di d
th e
organization
delegate
control
over management duties cus tom arily per for m e d
by or under
th e
direct
supervision o f o f f i c e r s directors
or trustees,
or ke y
employees
t o a management company
or
other
person?
3
No
4 Di d
th e
organization make
any
significant chan ges
t o t s governing documents
since
th e p r i o r
Form 990 was
f i l e d ?
4
No
5 Did
th e
organization become
aware
during
th e year o f a
significant diversion
o f the organization s assets?
5
No
6 Di d th e organization have members or
stockholders?
6 No
7a Di d th e organization have members, stockholders, or other
persons
who
ha d
th e
power
t o e le ct o r appoint
on e
or
more members o f
th e governing body?
7a No
b Ar e
any governance
decisions o f th e organization
reserved t o
o r
subject t o
approval by) members, stockholders,
7 b
No
or
persons o t he r t h an th e governing body?
8
Di d
th e
organization contemporaneously
document th e meetings
hel d or w rit te n actions undertaken during
th e
year
by
th e
following
a
The governing body? 8a
Yes
b
Each com mittee
with authority
t o
act on behalf
o f
th e
governing
body?
8b
Yes
9 I s
there
any
o f f i c e r director, trustee,
or
ke y employee l i s t e d i n
P art VII,
Section
A,
w ho cannot
be
reached a t th e
rganization s mailing address? If Yes, provide th e names
and addresses
n
Schedule
0
9
No
Section B .
Policies T h i s
S ect ion B requests information
about p o l i c i e s
n o t required by t h e I n t e rn a l
Revenue
Code.
Yes No
10a
Di d
th e
organization
have
l o c a l chapters,
branches,
or
a f f i l i a t e s ? 10a No
b If Yes, d i d
th e
organization
have
written
policies a n d p r oc ed u re s g o ve rn i ng th e activities o f such
chapters,
a f f i l i a t e s and
branches t o
ensure
their operations are consistent
with
th e
organization s
exempt
purposes?
10b
11a Has th e organization provided a c om p le t e c op y o f t h i s Form 990 t o
a l l
members
o f
i t s
governing body before f i l i n g
th e
form?
11a
Yes
b
Describe
i n Schedule
0
th e process, i f
any,
used
by
th e organization t o review th e Form 990
12a
Di d th e organization have a written
conflict o f
interest policy? I f
No, go t o l i n e
13
12a
Yes
b
Were
o f f i c e r s
directors
or trustees,
an d key
employees required
t o
disclose annually
interests that
could
give
r i s e t o conflicts?
12b
Yes
c Di d
th e
organization
regularly
and
consistently monitor
and
enforce compliance with t h e pol ic y?
If Yes,
describe
Schedule
0
how
t h i s
w as done
12c
Yes
13
Di d th e
organization
have a written whistleblower policy?
13
Yes
14 Di d th e
organization
have a written document retention
and
destruction policy?
14 Yes
15
Di d th e
process f o r determining
compensation
o f
the following
persons
include a
r ev ie w a n d
approval by
independent persons, comparability data, and contemporaneous
substantiation
o f the deliberation and decision?
a
The organization s
CEO,
Executive
Director, or to p management
o f f i c i a l 15a
Yes
b Other o f f i c e r s
or ke y
employees
o f th e
organization
15b
No
If
Yes,
t o l i n e
15a
or 1 5 b , d es cr ib e th e
process
Schedule
0
(see
instructions)
16a Di d th e
organization invest
i n contribute
assets t o
or participate i n a j o i n t venture or similar arran gemen t with a
taxable
entity
during th e year?
16a No
b
If
Yes,
d i d th e organization
follow
a w ri tt en pol ic y o r
procedure
requiring the organization t o evaluate
i t s
participation
j o i n t
venture arrangements under
applicable
federal ta x
l a w
and
take
steps t o safeguard th e
organization s exempt
status with
respect t o s uc h a r ra n g em e n ts ?
16b
Section C. Disclosure
17 L i s t th e States
with
which a copy o f t h i s
Form 990
s
required
t o
be
filed-AK
AL
AZ
CA
CO
CT
FL
GA
IA
I
L
IN
KS
KY
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
7/71
Form
99 0
(2011)
Page 7
Compensation
of Officers ,
Directors
, Trustees ,
Key
Employees ,
Highest
Compensated
Employees and Independent Contractors
Check i f
Schedule
0
contains a response t o any question i n t h i s Part VI I (-
Section A. Officers, Directors, Trustees,
Kev
Employees, and
Highest
Compensated Employees
la Complete
t h i s
table f o r
a l l
persons required t o
be
l i s t e d Report
compensation f o r the calendar year ending with or within the organization s
tax
year
L i s t
a l l
o f
the organization s
current o f f i c e r s , directors,
trustees (whether individuals
or organizations),
regardless
o f
amount
o f compensation,
and current
ke y
employees
Enter
-0 - i n columns
D ) ,
E ) ,
and F ) i f no compensation was paid
L i s t
a l l
o f
the organization
s
current ke y
employees,
i f
any
Se e
instructions
f o r
d e f i n i t i o n
o f
k ey employee
L i s t
the organization s f i v e
current
highest compensated
employees (other
than an o f f i c e r , director,
trustee or
ke y employee)
who received reportable compensation (Box
5 o f
Form W-2
and/or
Box 7 o f Form 1099-MISC
o f
more than 100,000 from the
organization a nd a ny related organizations
L i s t a l l o f the organization s former o f f i c e r s ,
ke y
employees, or highest compensated employees who
received
more than 100,000
o f
reportable
compensation from the
organization
a nd a ny
related organizations
L i s t a l l o f
the organization
s former directors or
trustees
that received,
i n the capacity
as a
former director
or trustee
o f the
organization,
more than
10,000 o f reportable
compensation from the
organization
a nd a ny related
organizations
L i s t
persons i n the
following order individual trustees or
directors, i n s t i t u t i o n a l
trustees, o f f i c e r s ,
ke y
employees,
highest
compensated employees, and
former
such persons
Check
t h i s
b ox
i f
neither
the
organization nor
any
related
organizations
compensated
any
current
or
former
o f f i c e r ,
director,
or
trustee
(A )
(B ) (C) (D E ) (F)
Name and
T i t l e Average Position (do
no t check Reportable Reportable Estimated
hours more than one box, co mpe nsa tio n co mpensa tio n amount o f other
pe r unless person
i s
both
from the
from related compensation
week an
o f f i c e r
and a
organization
(W -
organizations
from the
(describe director/trustee) 2/1099-MISC (W - 2/1099- organization an d
hours
0
=
MISC related
f o r
3u o
organizations
related a r t
organizations
a
r t
9
, U
a0
T
i n
-
S chedule
6
S L
5
E
: j
0)
m
4
a ,
^rt
ry
4
Q
of D
1 ) MICHAEL]
TILLAR
2 00 X X 0 0 0
TREASURER
2 ) PA T GARIBAY
2 00 X 0 0 0
MEMBER AT LARGE
3 ) LARRY
CARPENTER
1 00 X 0 0 0
MEMBER
AT LARGE
4 ) DWIGHT STEPHENSON
2
00
X X
0 0 0
CHAIRMAN
5 )
GREG
SCHMIDT
1 00
X X
0 0 0
2ND VICE CHAIRMAN
6 ) LARRY CUNNINGHAM
1
00 X X 0 0 0
SECRETARY
7 ) VICKIE BURRESS
1
00 X 0 0 0
MEMBER AT LARGE
8 )
NANCY
DENDRAMIS
1 00 X 0 0 0
MEMBER AT LARGE
9 ) JANET GRIFFIN
1 00 X 0 0 0
MEMBER
AT LARGE
(10) CHARLES HOLMES
1
00
X
0 0 0
MEMBER
AT
LARGE
(11)
HA L SHOEMAKER
1 00 X 0 0 0
MEMBER AT LARGE
(12) JOHN
YOUNG
1
00 X X 0 0 0
1 ST V IC E
CHAIRMAN
(13) PATRICIA GARIBAY
40 00 X
68,995
0
1,756
EXECUTIVE DIRECTOR
F or m 990
2011
-
8/21/2019 American Heritage Girls IRS 990s, 2012-present
8/71
Form 990
(2011)
Page 8
Section A. Officers Directors
Trustees
Key
Employees
and Highest Compensated
Employees
(continued)
(A)
Name
and T i t l e
(B)
Average
hours
per
week
(describe
(C)
Position (do not check
more than one box,
unless person i s both
an o f f i c e r and a
director/trustee)
(D)
Reportable
compensation
from the
organization (W-
2/1099-MISC
(E)
Reportable
compensation
from related
organizations
(W- 2/1099-
(F)
Estimated
amount
o f
other
compensation
from the
organization
and
hours
f o r
related
organizations
Schedule
0)
E
C
^- F
4
ry
Q
D
0
, p
3u o
a r t
{
a
^+
T
o
a
MISC
related
organizations
lb
Su b
-
Total
0 -
c Total from continuation sheets to Part VII, Section
A
0 -
d Total add l i n e s lb an d 1c
0 -
68,995
0
1,756
Total
number o f individuals (including but not
limited
t o those l i s t e d above) who received more than
100,000 o f reportable compensation
from
the
organization-0
No
Did the
organization l i s t
any former o f f i c e r director or trustee,
key
employee, or highest compensated employee
on
l i n e la?
I f Yes, completeScheduleJforsuch individual
3 No
4
F or
any
individual
l i s t e d
on
l i n e
la, i s the
sum
o f
reportable
compensation
and
other
compensation
from
the
organization
and
related organizations greater
than 150,0007 I f
Yes,
complete
Schedule
7 f o r such
individual
N
o
Did any person l i s t e d on
l i n e
la receive or accrue compensation
from
any unrelated organization or individual
f o r
services rendered
t o the organization?
I f Yes, complete
Schedule
J f o r
such person
5
No
Section B . Independent
Contractors
1 Complete t h i s
table
f o r your f i v e highest compensated independent contractors that received more than
100,000 o f compensation
from
the organization
Report
compensation
f o r
the
calendar
year
ending
with
or within
the organization s tax
year
(A) (B) (C)
Name and business address D e s c r i p t i o n
o f s er v ic e s Compensation
Form
99 0
2011
-
8/21/2019 American Heritage Girls IRS 990s, 2012-present
9/71
Page
9
N
Statement
of Revenue
A
B C D
Total revenue Related or
Unrelated
Revenue
exempt business excluded from
function revenue ta x under
revenue sections
5 12 , 5 13 , or
514
la
Federated
mp igns
la
b
Membership
dues
lb
C
c Fundraising
events
1c
45
•
Cx^
d
Related organizations ld
e
Government
grants c o n t r i b u t i o n s )
le
f
A l l
other c o n t r i b u t i o n s ,
g i t s
g r a n t s ,
an d
if
129,931
s i m i l a r amounts not
i n c l u d e d
above
g
Noncash
contributions
included i n
13,598
l i n e s la-1f
h Total. Add l i n e s
la-1f
0 -
129,931
Business
Code
2a
MEMBERSHIP
FEES
611710 566,032 566,032
a 2
b
PROGRAM
REVENUE
611710 207,997 207,997
Q C
d
e
f
A l l other program service revenue
g Total
Add l i n e s 2a 2f
0 -
774,029
3 Inv e st m e n t inc o me including dividends, interest
and other
similar
amounts
0 -
1,411 1,411
4
Income
fro m invest me nt
o f tax-exempt bond
proceeds
0 -
5 Royalties
0 -
i
Real
i i Personal
6a Gross
rents
b Less r e n t a l
expenses
c Rental income
o r l o s s )
d Ne t
r e n t a l
inco me or
loss
i
Securities
i i Ot he r
7a
Gross
mount
from
s al es o f
assets other
than
inventory
b
Less c o s t
or
other b a s i s an d
s a l e s expenses
c Gain
or
l o s s )
d
Ne t gain
or
loss
. 0 -
8a
Gross
income from fundraising
w
events
no t
including
3
o f contribut ions reported on l i n e 1c
Se e
P ar t IV , l i n e 18
a
b
L ess
direct expenses
b
c
Ne t
income
or
loss
from fundraising events
9a
Gross income from gaming activities
Se e
P ar t IV ,
l i n e
19
a
b
L ess direct
expenses
b
Form 990 2011
Page
10
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
10/71
Statement of Functional
Expenses
Section
501 c 3 and 501 c 4
organizations must
complete
l l columns
A l l
other organizations
must complete
column
A but
are
no t
required
t o complete
columns
B ,
C ,
an d D
Check i Schedule
0
contains a response t o
an y
question i n
t h i s
Part
IX -
Do n o t i nc lu de amounts reported
on lines 6b,
7b ,
8b
, 9b ,
and
10b of Part VIII
A
T o t a l expenses
B
P
rogram s e r v i c e
expenses
C
Management an d
general expenses
D
Fundraising
expenses
1
G ra nt s a nd
other
assistance
t o governments
an d
organizations
i n
th e
United States
See P ar t I V,
l i n e 21
500 500
2
G ra nt s a nd
other
assistance t o
individuals th e
United States See
P ar t I V,
l i n e 22
3 Grants and other assistance t o governments,
organizations
an d
individuals outside th e United
States See P ar t I V, l i n e s 15
an d
16
Benefits paid t o
or
f o r members
5 Compensation of
current
officers, directors trustees, and
key
employees
68,995 56,603 11,662
730
6 Compensation no t included
above, t o disqualified persons
as
defined
under
section
4958
f 1
a nd pe rs on s
described i n section 4958
c 3 B
7
Other
salaries
and wages 688,196 598,551 87,625
2,020
8 Pension plan contributions
include
section 401 k
an d
section
403 b employer contributions
9
Other
employee benefits
10
Payroll taxes
57,785 49,097 8,688
11 F ees f o r services
non-employees
a
Management
b Legal
2,686 2,686
c Accounting 9,700 9,700
d
Lobbying
e Professional fundraising Se e P a r t I V, T in e 17
f Investment
management fees
g
Other
12 Advertising and promotion 37,249 37,239 10
13
Office
expenses 65,526 54,630 6,256 4,640
14 Information
technology
15
Royalties
16
Occupancy 45,833 30,943
10,314
4,576
17 Travel 16,303 16,110 193
18 Payments o f tra vel or entertainment expenses f o r
an y
federal,
state, or l o c a l
public
o f f i c i a l s
19
Conferences
conventions an d
meetings 1 3 5 1 3 5
20 Interest 56 56
21 Payments t o
a f f i l i a t e s
22
Depreciation
depletion,
an d amortization
4 , 6 1 0 4 , 6 1 0
23 Insurance
24 Other expenses Itemize expenses no t covered
above
L i s t
miscellaneous
expenses i n
l i n e
24 f I f
l i n e
24f amount exceeds
10 o f
l i n e
25, column
A
amount,
l i s t
l i n e
24f expenses on
Schedule
0
a
INSURANCE 49,662 36,419 13,243
b
EQUIPMENT SOFTWARE EX 3 0 , 8 1 9 2 3 , 1 7 6
7 , 6 4 3
c
TRAINING 29,579 11,793 17,786
d
MISCELLANOEUS
13,500
5,941
7,559
e
f All other expenses 7,644 6,265 1,379
25
Total
functional expenses
Add
lines 1
through
24f
1,128,778
927,402 189,410 11,966
26 Joint
costs. Check here
1F
i f following
Form
99 0
2011
Page
11
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11/71
Balance Sheet
A B
Beginning
o f year
En d o f
year
1
Cash non interest bearing
253,221
1
498,599
2 Savings
and
temporary cash investments
331,356
2
453,701
3
P le dg es a nd
grants
receivable,
ne t 3
4 Accounts r e c ei v a b le , n e t
62,200
4
76,940
5 Receivables f r om c ur re nt a nd f or me r
o f f i c e r s
directors,
trustees, ke y
employees,
and
highest compensated employees Complete
Part
I I o f
Schedule L
5
6 Receivables
f ro m o th er disqualified
persons as
defined under section
4958 f 1
and
persons
described n section 4958 c 3 B Complete Part
I I
o f
Schedule L 6
7 Notes
and
loans receivable,
ne t 7
8 Inventories fo r sale or use
132,005 8 132,875
9 Prepaid
expenses and
deferred
charges
1,185 9 18,912
10 a Land,
buildings,
and
equipment
cost
or
ot her basis Complete
P a r t 20,197
VI o f
Schedule
D
10a
b
Less accumulated
depreciation 10b
8 ,320
6,781
10c
11,877
11 Investments-publicly traded securities 11
12 Investments other securities
Se e
Pa rt I V, l i n e 11 12
13
I n v e st m e nt s -p ro g r am -re l at ed Se e P art I V,
l i n e
11
13
14 Intangible
assets
978
14
2 6
15
Other
assets
Se e
P ar t I V, l i n e 11 15
16
Total
assets
Add l i n e s
t hr ou gh 1 5 must
equal
l i n e 34
787,726
16
9 3 6 5
17 Accounts payable and accrued expenses
51,300
17
61,414
18 Grants payable 18
19
Deferred revenue
136,636
19
177,622
20
Tax exempt
bond
l i a b i l i t i e s
20
21
Escrow
or
custodial
a cco unt l i a b i l i t y Complete
P a r t
I V o f
Schedule D
21
22 Payables t o
current
a nd f or me r o f f i c e r s
directors, trustees,
ke y
employees, highest compensated employees,
and
disqualified
p er so ns C om pl et e P ar t I I
o f
Schedule L 22
23 Sec ured m ortg ages
an d
notes payable t o unrelated t h i r d parties 23
24 Unsecured notes
and
loans
payable
t o unrelated t h i r d parties 24
25 Other
l i a b i l i t i e s
including federal income t a x
payables t o
related
t h i r d parties,
and other l i a b i l i t i e s no t
included on l i n e s
17 24 Complete
Part X
o f Schedule
D
25
26 T o t a l liabilities
Add
lines
17 through
25
187,936
26
239,036
Organizations that follow
SFAS
117 che ck here 1
a n d c o mpl e te
l i n e s 27
4 through 29,
and
l i n e s 33
and 34.
C 5
27
Unrestricted
ne t assets
597,669
27
947,571
ca
28 Temporarily
restricted
ne t
assets
2,121
28
6,558
r
29 Permanently restricted net
assets
29
_
Organizations
that do no t follow SFAS 117, che ck here
1
F-
a n d c o mpl e te
W _
l i n e s
30
through
34.
30
Capital
stock o r t ru st
p r i n c i p a l or cu rren t fu nds
30
31 Paid-in
or capital
surplus,
or land, building or equipment fund 31
32 Retained
earnings, endowment accu mulat ed
income,
or ot her fu nds
32
33
Total
ne t
assets or
fund
balances
599,790
33
954,129
34 Total liabilities and ne t assets/fund balances 787,726
34
1,193,165
F or m 990 2011
Form 990 (2011)
Page
12
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
12/71
«
R e co n ci l li a ti o n o f Ne t Assets
Check Schedule
contains a response t o
any
question n
t h i s
P art X I (-
1 Total revenue (must e qua l P art V II I , c o lumn A ,
l i n e 12)
1 1 483 117
2 Total expenses (must e qua l P art
IX,
c o lumn
A , l i n e
25)
2 1 128 778
3 Revenue
less expenses
Subtract l i n e 2
from
l i n e
3
354,339
4
Ne t assets or fund balances a t beginning o f year (must
e qua l P ar t
X , l i n e 33 ,
c o lumn
(A))
4
599,790
5
Ot he r c ha n g e s n ne t assets
or fund
b alances
(explain n Schedule O
5 0
6 Ne t
assets
or fund
balances a t end
o f
year
Combine
l i n e s 3 ,
4 ,
and 5
(must equal
Part
X , l i n e
33 , c o lumn
B 6
954,129
Z
Financial
Statements and
Reporting
Check Schedule
contains a response t o
any
question n t h i s P art X II
Yes
No
Accounting method used t o prepare th e Form 990 fl Cash
Accrual
Other
I f the
organization changed t s method o f
accounting
from
a
p r i o r
year
or checked Other, explain n
Schedule
0
2a
Were the organization s f i n a n c i a l s t at e m en t s c o mp i le d
or
reviewed
by an
independent accountant?
2a
No
b
Were the organization s f i n a n c i a l statements
a udi te d by a n
independent accountant? 2b
Ye s
c I f
Yes,
t o 2a o r 2b , does th e
organization
have a c ommi t t e e that assumes responsibility f o r oversight
o f
the
a u d i t , review,
or
compilation
o f
t s f i n a n c i a l
statements and
selection
o f
an independent accountant?
I f the
organization changed either t s
oversight process or
selection
process
during
t he t ax ye ar,
explain n
Schedule
0
2c
Ye s
d
I f Yes t o l i n e 2a or 2b,
che ck
a bo x below t o indicate whether the financial statements f o r the y ea r w er e i ssue d
on a
separate
basis, consolidated b asis, or both
Separate
basis
fl
Consolidated
basis
fl Both consolidated
a n d s ep ar at e d
basis
3a
As
a result o f a
federal
award, was th e organization
required
t o undergo an a udi t o r
audits
as set f o r t h n th e
Single
Audit
Ac t
and O
Circular
A-133?
3a No
b I f Yes, d i d the organization undergo the required a udi t o r audits?
I f
the organization d i d no t undergo the required
3b
audit
or audits, explain why
n Schedule
0
a nd de sc ri be a ny st eps t ake n t o u nd er go s uc h audits
Fo rm 990
(2011)
efile GRAPHIC
p
rint -
DO
NOT PROCESS As Filed Data -
DLN:
93493269000312
-
8/21/2019 American Heritage Girls IRS 990s, 2012-present
13/71
SCHEDULE
A
P u b l i c Charity
Status
a nd P u b l i c
Support
OMB No
1545-0047
Form 990 o r 990EZ)
2 0 1 1
ompl t
i f t h e o rg a ni z a ti o n
is a section
501 c)
3)
organization
or a section
D e p a r t m e n t o f t h e r e s u r y 4947 a ) 1) nonexempt
charitable
trust.
I n t e r n a l
Revenue S e r v i c e
Atta c h
t o Form
9 9 0 or Form
9 9 0 - E Z
S ee
s e p a r a t e
instructions.
Name of t h e
o r g a n i z a t i o n
Employer ide n t i f i cat ion
number
AMERICAN HERITAGE GIRLS IN C
31-1443814
Reason for Public C h a r i t y Status
A l l
organizations
must
c om p l e t e
t h i s
p a r t . See
Instructions
Th e
o r g a n i z a t i o n
i s n o t a p r i v a t e foundation
beca use
i t i s F o r l i n e s 1
through
1 1 ,
check
o n l y on e
box)
1 A church,
convention o f c h ur c h e s,
or association
o f
c h u r c h e s section 170 b) 1) A) i).
2
A s c h oo l d es c r ib e d i n
section
170
b) 1) A) ii).
Attach S c h e d u l e E
3 A hospital or a cooperative hospital service
organization
described i n section 170 b) 1) A) iii).
4
A m e di ca l r e se a rc h
organization
op e r a t e d i n conjunction with a hospital described i n
section
17 0 b) 1) A) iii). Enter th e
hospital s n a m e ,
c i t y , a n d
state
5
fl An
organization
operated f o r th e
benefit
o f a
college or
university owned
or
op e r a t e d
by
a g o v e r n m e n t a l u n i t described i n
section
170
b) 1) A) iv . C o m p l e t e Part
I I
6 fl A federal,
s ta te , or
l o c a l gov rnm nt
or
g o v e r n m e n t a l u n i t described i n section
17 0 b) 1 ) A ) v ) .
7
An organization that normally receives a substantial
part o f
i t s
s u pp or t f ro m
a
g o v e r n m e n t a l u n i t
or from th e general
public
described
i n
section 170
b) 1) A) vi
C o m p l e t e Part I I
8
fl A community trust
described
i n section
170
b) 1) A) vi
C o m p l e t e
Part I I
9 An
organization
that normally receives 1 ) mor t h a n 331/3
o f
i t s s u pp or t f ro m
contributions,
membership fees,
a n d
gross
receipts
from activities related t o it s
exempt f un c t i on s-subje c t
t o certain exceptions,
a n d
2 )
no
more t h a n 331/3 o f
it s
sup p or t from gross inves tment
income
a n d
unrelated
busi n e ss
taxable
income
less section 511 tax) from b u s i n e s s e s
acquired by
th e
organization
after
June 3 0 ,
1975
S e e
section
50 9
a) 2) .
C o m p l e t e
Part
I I I
10 fl An
organization
o rg an iz ed a n d o pe ra t ed
exclusively
t o test f o r public
safety
S ees ectio n 509 a) 4).
11 fl An
organization
organized
a n d
operated exclusively f o r t h e b en ef it
of ,
t o perform th e
functions
o f , or t o carry
ou t
th e pu rpo s es
o f
on e
or mor publicly
sup p or t e d
organizations
described i n
section
5 0 9 a ) 1 )
or section
5 0 9 a ) 2 )
S e e section 50 9 a) 3 ) . Check
th e box that describes th e t y p e o f supporting
organization
a n d co mplete
l i n e s
11e through 11h
a fl Type I
b
fl Type I I c f l Type I I I
Functionally integrated d
fl Type I I I O t h e r
e fl B y c h ec ki n g t h i s box, I c e r t i f y t ha t t he
organization
i s
not controlled directly
or
indirectly
by
on e
or
mor
disqualified
p e r son s
o th e r t h a n f ou n da t io n managers
a n d
o th e r t h a n
on e
or more publicly
sup p or t e d
organizations described i n section
5 0 9 a ) 1
or
section
5 0 9 a ) 2 )
f I f th e
organization
received a
written
d et e rm i na t i on f r om th e
IR S
that
i t
i s
a Type I , Type
I I or
Type I I I supporting organization,
c h e c k t h i s box
g Since August 17, 2006, h a s
th e
organization
a c c e p t e d
a n y
g i f t
or
contrib ut ion fro m a n y
o f
th e
following
perso ns?
i a
p e r son
who directly or indirectly controls, either alone or together with
p e rs o ns d es cr i be d
i n
i i
Yes
No
a n d i i i
below, th e
governing
body o f th e th e
sup p or t e d
organization? 11g i)
ii
a family member
o f
a
p e r son
described i n
i
a b o v e ? 11g ii)
i i i
a 35 controlled
entity o f
a
p e r s on d es c r ib e d
i n
i
or
i i
a b o v e ? 1 1 g i i i
h
Provide th e
following information
a bout th e
sup p or t e d
organization s)
0 )
Name
o f
sup p or t e d
organization
i i
E IN
i i i
Type
of
o r g a n i z a t i o n
described on
lines
1-
9 above
or
IRC
s e c t i o n
s e e
i v
I s th e
organization
i n
c o l
i
l i s t e d
i n
y o ur
governing
document?
v )
Di d
y ou
n o t i f y
th e
organization
i n
c o l
i
o f y o ur
support?
v i
I s
th e
organization
i n
c o l i organized
i n
th e
U
S
?
v i i
Amount
o f
support?
instructions))
Yes No Yes No Yes No
Total
For
Paperwork
Reduction
Act N o t i c e seethe I n s t r u c t i o n s
fo r
Form 9 9 0 Cat No 85F
Schedule A
Form
9 9 0
o r
9 9 0 E Z
2 0 1 1
Sc he du le A ( Fo rm
990 or 990-EZ)
2011
Page 2
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
14/71
Support Schedule fo r
Organizations
Described i n IRC 170 b) 1) A) iv) and 170
b)(1)(A)(vi)
(Complete only
i
y o u c he ck ed the box on l i n e 5 , 7 , or
8 of
Part
I
or
i
the
organization f a i l e d
t o qualify
under Part I I I . I f the
organization
f a i l s t o qualify under the tests
l i s t e d below, plea s e
complete Part
I I I . )
Section A Public Support
Calendar year o r f is c al year beginning
(a)
2007 (b) 2008 c ) 2009 (d) 2010 (e) 2011 f ) Total
i n )
1 G i f t s , grants,
contributions,
a nd
membership fees received
(D o
no t
include a ny
unusual
grants
)
2 Tax revenues levied f o r the
organization's benefit a nd either
paid t o
or
expended on
it s
behalf
3 The
value o f
services
or f a c i l i t i e s
furnished by
a governmental u n i t t o
the organization without charge
4 Total .Add l i n e s
through
3
5
The portion
o f
t o t a l
contributions
by
e a ch pe rs o n
(other
than a
governmental u n i t
or publicly
supported
organization) included on
l i n e 1 that exceeds 2 o f the
amount
shown on
l i n e
11, column
f
6 Public Support
Subtract
l i n e
5
from
l i n e
4
Section B . Total
Su
ppor t
Calendaryear
o r f is c al
year beginning
(a)
2007 (b) 2008 c )
2009
(d) 2010 (e)
2011 f )
Total
in )
7
Amounts
from l i n e
4
8
G ro s s in co me
from
i n t e r e s t ,
dividends,
payments
received on
securities loans,
rents, royalties
a nd income
from
similar
10
11
12
13
sources
Ne t income from unrelated
business a c t i v i t i e s ,
whether
or
not the business i s
regularly
carried on
Other income (Explain i n Part
IV Do no t
include
gain
or los s
from the s a le o f
capital
assets
Total
support (Add l i n e s
7
through
10)
Gross receipts from related a c t i v i t i e s ,
etc
(See instructions
12
F i r s t Five Years I f the Form 990 i s f o r the
organization's
f i r s t , second, t h i r d , f o u r t h ,
or f i f t h
tax year as a 501(c)(3) organization,
check
t h i s box
a nd s top
here
l l i k ^ F -
Section
C .
Computation of
Public Support Percentage
14 Public Support Percentage f o r 2011 l i n e 6 column f
divided by
l i n e
11
column
f
14
15
Public Support Percentage f o r
2010
Schedule
A, P art
I I, l in e
14
15
16a
331/3 support
test
2011 Ifthe organization d i d not check the
box
on l i n e 13, a nd l i n e 14 i s 33 1/3 or more, check t h i s
box
a nd s to p
here The
organization q u a l i f i e s as a publicly supported organization
b
33
3 support
test-2010
Ifthe organization
d i d
not
check
the
box on
l i n e
13
or
16a,
a nd
l i n e
15
i s
33 1/3
or
more,
check
t h i s
box
a n d s to p here The organization q u a l i f i e s
as
a publicly supported organization
17a
10
-facts-and
- circumstances
test-2011 I f the
organization d i d
not
check a
box
on
l i n e
13,
16a,
or
16b
a nd
l i n e 14
i s 10
or
more, a nd
i
the
organization
meets the
facts
a n d circumstances t e s t , check t h i s box a nd s top here Explain
i n
Part
IV
how the organization meets the facts a n d circumstances test The organization q u a l i f i e s as a publicly supported
organization
b
10 -facts-and-circumstances test-2010 I f the
organization
d i d not check a box on l i n e
13,
16 a, 16 b,
or
a a nd l i n e
15 i s 10 or m or e, a n d i f the organization meets the facts a n d circumstances t e s t , check t h i s
box
a nd s top here.
Explain i n Part
IV
how
the
organization meets
the
facts a nd
circumstances
test
The
organization q u a l i f i e s as a publicly
supported
organization
18 Private
Foundation
I f the organization d i d not check a
box
on
l i n e
13,
16 a, 16 b,
17 a or
17b,
check t h i s
box
a nd s ee
instructions
Schedule
A
Form 990 or 990-EZ) 2011
Sc he dul e A ( Fo rm 99 0
o r
990-EZ) 2011
Page 3
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
15/71
T
Support Schedule fo r
Organizations
Described i n IRC 509(a)(2)
(Complete only i f y ou c he cke d the bo x on l i n e 9
of
Part
I
or i f the
organization f a i l e d
t o qualify u n d e r
Part I I . I f the
organization
f a i l s t o qualify u n d e r the tests
l i s t e d be lo w , pl e as e
complete Part I I . )
Section A
Public Support
Cale n d ar y e ar
or f i s c a l year beginning
a) 2007 b ) 2008 c ) 2009
d) 2010 e) 2011
f )
Total
in )
1
G i f t s , grants,
contributions,
and
membership fees received
(Do
no t
253,420 276,550 100,375 100,578 129,931 860,854
include any
u n u su a l
grants )
2
Gr o s s
receipts
from
ad mis s io n s ,
m e r c h a n d i s e s old or services
performed
or f a c i l i t i e s furnished i n
264,194
298,341 801,296
1,319,492 1,693,507 4,376,830
any activity that i s related t o the
organization s tax-exempt
purpose
3
Gr o s s
receipts from activities that
are no t a n u n re l ate d
trade
or
business
under
section 513
4 Tax revenues
levied
f o r the
organization s benefit and either
paid t o
or expended on it s
behalf
5 The value o f services or f a c i l i t i e s
f ur n is h ed by
a gov e r n m e ntal
u n i t
t o
the
organization
without charge
6 Total
Add
lines
1 through
5
517,614
574,891
901,671
1,420,070 1,823,438 5,237,684
7a
Amounts i nc lu de d o n
l i n e s 1 , 2 ,
and 3 r e ce iv ed f r om
disqualified
39,650 31,220
50,160
48,107 42,734 211,871
persons
b Amounts i nc lu de d o n
l i n e s 2
and
3
r ec ei ve d f ro m o th er th an
disqualified persons that exceed
382 382
the
greater
of 5,000
or 1
o f the
amount on l i n e 13 f o r the year
c Add l i n e s
7a and
7b
39,650 31,220 50,160 48,489 42,734
212,253
8
Public Support (Subtract
l i n e 7c
from l i n e
6 )
5,025,431
Section B. Total
Support
Cale n d ar y e ar o r f is c al
year
beginning
i n )
9
Amounts
from l i n e 6
10a
Gr o ss i nc om e
from
i n t e r e s t ,
dividends,
payments received on
s e c uri ti e s l oan s ,
rents,
royalties
and i n c o m e
from
similar
s o u r c e s
b
Unrelated
business taxable
i n c o m e
(less
section
511 taxes)
from bu sin e s s e s acquired a f t e r
June 30, 1975
c Add l i n e s a
and 10b
11
Ne t
i n c o m e
from
unrelated
business activities no t included
i n
l i n e 10b, whether
o r n ot the
business i s
regularly
carried
on
12
O th e r i n c om e
Do
no t
include
gain o r los s from th e s al e
o f
capital assets (Explain i n Part
IV
)
13
Total
support ( Ad d
l i n e s
9 , 10c,
11
and 12
)
14 F i r s t Five
Ye ar s
I f the F o r m 990
c h e c k
t h i s bo x
a nd s to p
here
(a) 2007 (b ) 2008 c )
2009
d) 2010 (e ) 2011 f )
Total
517,614 574,891 901,671
1,420,070 1,823,438
5,237,684
3,412
73 8
1,206 1,815 1,411 8,582
3,412
73 8
1,206 1,815 1,411 8,582
86 5 57 922
521,891 575,686 902,877 1,421,885 1,824,849 5,247,188
i s f o r the
organization s
f i r s t , s e c o n d , t h i r d , f o u r t h , or
i t h
tax year
as
a 501(c)(3) organization,
Section C .
Com
p
utation
of Public
Supp
o r t
Percenta
g e
15
Public
Support
Pe rc e ntage f o r
2011
l i n e 8
c o l u m n
f
d iv id e d by
l i n e 13
c o l u m n f
15 95 770
16
Public
support
percentage
from
2010
S c h e d u l e
A,
Part
I I I ,
l i n e
15 16
94
570
Section D Computation of Investment Income
Percentage
17
I n ve s t m en t i n c om e percentage f o r 2011 l i n e 10c c o lu m n f
d iv id e d by
l i n e 13 c o l u m n
f
17 0
160
18
I n v e st m e n t
i n c o m e
percentage from
2
S c h e d u l e
A , Par t
I I I , l i n e 17
18 0 260
S ch ed ul e A
Form 99 0
o r
990-EZ
2011
Page
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8/21/2019 American Heritage Girls IRS 990s, 2012-present
16/71
Supplemental
Information
Supplemental Information. Complete t h i s part t o provide the explanation
r eq uir ed b y
Part l i n e 10; Par t l i n e 17 a or
17b;
or Part l i n e 12.
Also
complete
t h i s
part fo r any
additional
information.
See instructions .
Facts
And
Circumstances Test
Explanation
Schedule A Form
99 0 or
990-EZ
2011
Additional Data
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17/71
Software
ID:
Software Version:
EIN: 1443814
me AMERICAN HERITAGE GIRLS N
Form 990 Special Condition Description:
Special C ondition Description
lefile GRAPHIC
print
-
DO NOT PROCESS
I
As Filed Data
- I
DLN: 93493269 3121
1545 47
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S HEDULE
D
(Form 9 9 0 )
Supplemental F i n a n c i a l Statements
1 Complete i f th e organization answered
Yes,
to
Form 990,
2 0 1 1
D e p a r t m e n t
o f
t h e T r e a s u r y
Part
IV ,
l i n e
6 , 7 , 9 , 10 ,
11 a 11 b 11 c
11 d
11 e 11 f
12 a , or
12 b
f
fi
I n t e r n a l R e v e n u e S e r v i c e
1 - Attach
to Form
990. 1 - See separate instructions.
Name o f the organization Employer identification
number
AMERICAN HERITAGE GIRLS IN C
31 1443814
Organizations Maintaining
Donor
Advised
Funds
o r
Other
S im ilar
Funds
o r Accounts
Complete i f the
or g anization
answered
Yes t o
Form 990 Part IV
l i n e 6 .
(a ) Donor advised funds b ) Funds
an d
other accounts
1 Total
number a t end o f year
2
Aggregate
contributions
t o
(during year)
3 Aggregate
grants
from
during year)
4 Aggregate value a t
end
o f
year
5 Did
the
organization inform a l l
d on or s a nd donor advisors i n w r i t i n g that the assets held
i n
donor advised
funds
a re t he
organization
s
property
subject
t o
the
organization
s
exclusive
l e g a l
control?
F
Yes
I
No
6
Di d
the
organization inform a l l
grantees donors, and don or advisors
i n
writing that
grant
funds may
be
used only f o r
charitable
purposes
and
no t f o r the benefit o f the donor or donor advisor
or f o r
any
other purpose
conferring
impermissible
private benefit
fl
Yes fl
No
MRSTI
onservation
Easements
Complete
i f
th e organization answered Yes to Form 990 Part
IV
l i n e 7 .
1
Purp ose s ) o f conservation easements
held by
the
organization
check a l l that apply)
Preservation o f
land
f o r
public
use e g
recreation or
pleasure Preservation o f
an
historically
importantly land area
Protection o f natural habitat Preservation
o f a
c e r t i fi e d h i s t o r ic
structure
fl
Preservation o f o pe n s pa ce
Complete
l i n e s 2a 2d
i f
the
organization
held
a
q u a l i f i e d
conservation contribution
i n
the
form
o f
a
conservation
easement
on
the l a s t da y o f the t ax year
Held at
th e
En d of th e
Year
a Total number
o f conservation easements 2a
b
Total acreage restricted
by
conservation
easements
2b
c Number o f
conservation
easements on
a
c e r t i f i e d
h i s t o r i c
structure included
i n
a )
2c
d
Number o f conservation easements
included i n
c ) acquired a f t e r 8/17/06
2d
N umber
o f conservation easements modified, transferred,
released,
extinguished,
or
terminated
by
the
organization during
the
taxable
year
4 N
umber
o f states where property subject
t o conservation
easement
i s
located
0 -
5
Does the
organization
have
a written policy regarding
the
periodic
monitoring
inspection
handling
o f
violations,
and
enforcement o f the
conservation
easements
i t
holds?
fl
Yes fl
No
Staff and
volunteer hours devoted
t o
monitoring, inspecting
and
enforcing
conservation
easements
during
the
year
1 -
Amount o f expenses
incurred
i n
monitoring, inspecting,
and
enforcing
conservation easements
during
the year
0 -
Does e ach conservation easement
r ep or te d o n
l i n e 2 d ) above
satisfy
the requirements o f
section
170(h)(4)(B)(i)
and
170(h)(4)(B)(ii)?
Yes fl No
9
In Part
XIV, d escribe how the
organization
reports conservation easements
i n it s revenue
and
expense
s ta te m e nt , a n d
balance
sheet,
and
include,
i f
a pp li ca bl e , t he t ext o f the
footnote
t o
the organization s financial statements that describes
the organization s
accounting f o r conservation
easements
Organizations Maintaining Co llections o f
Art, Historical
Treasures , or
Other
S im ilar Assets
Complete i f the
organization
answered
Yes t o
Form
990,
Part IV,
l i n e 8 .
la
I f the organization
e le cted, as
permitted under SFAS 116, no t
t o
report i n i t s r ev e nu e s t at e m e nt
a nd ba la nc e s he et
works o f
a r t ,
historical
treasures, or other similar
assets
held f o r public exhibition,
education
or
research
i n furtherance
o f
public
service,
provide, i n Part
XIV,
t he t ex t o f the
footnote
t o
i t s f i n a n c i a l statements that d es cr ib es t he s e i te m s
b I f
the
organi z ati on e le cted, as
permitted under
SFAS
116, t o report
i n it s
r ev e nu e s t a te m e n t a nd ba la nc e s he et works o f
a r t ,
historical treasures, or other similar
assets
held f o r public exhibition, education, or research i n furtherance o f public
service,
provide
the following
amounts relating t o
these items
i) Revenues
included
i n Form 990,
Part VIII,
l i n e
1
(ii)Assets
included i n F or m 9 90 ,
Part
X
I f the organization received o r he ld works o f a r t ,
historical
treasures, or other similar
assets f o r f i n a n c i a l gain,
provide the
Sc he du le D ( Fo rm 990) 2011
Page
2
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r:FTnFW
Organizations Maintaining Collections of Art
Historical Treasures
or Other Similar Assets c o n t i n u e d )
3 Using t h e o r ga n i z a t i o n s accession and other r e c o r d s ,
check
any o f t h e
f o l l o w i n g