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Registration 2011-01 ":~". ' 1. 2. (a) Registration No. aOl )-0 I ~ ~ F;B ~ ~ ~1I~ ~ By A'S COUNTY OF COLLIER, FLORIDA APPLICATION FOR LICENSE FOR: PUBLIC SOLICITATION OF CONTRIBUTIONS IN ACCORDANCE l~TH ORDINANCE 76-57 Name of public solicitor (PLEASE PRINT) \J E--11:f'~.5>' O"~H (b) ~o (a) Purpose for which contributions are being solicited: FUND SE.f'-~\tf.S Fcf'- QV,A-U F\E..II.':) '''ETfJ\~'S> ~'C' 'THf:\~ f,A.M\\..\tS, Principal Address; 5dl.\- \(~U~c;,>1tJl4\1 Pt'L/v~") ~ '. St~v"iltE.RS I 0" -t4'lfl \ Local Address: l.11;~5 C\..O 4\ ~D S,,'iTE. \03 OC,N! fA S f9-V\I(.;~,F L.. ~4 13<; If no office maintained, the name and address of the person having custody of financial records: (b) (c) 3. Names and addresses of any chapters, branches or affiliates in this, county: 4. Nf\ (a) (b) (c) (d) Date public solicitor legally established; l'~3'o J.OOj '.N F-/.... \ ~ \ - VtCI""\ Ctf-P, J Address at that time: (.oRPCRATt. Means by which solicitations will be made: DuTR€.~cH- \'I2.D(',R.AM If tax-exempt, state appropriate section of Internal Revenue Code and Tax-Exempt Number; ~J..- ~')I <~q" b SO \ c:. 3 5. Names and addresses of officers, directors, trustees and principal salaried executive staff officers (Attach separate page if necessary): :S E.-E.- ATi ~t\M €AfT . 6. (a) Are you presently authorized by any governmental authority to solicit funds? ,-(fCS If yes, state authority:rL OU'T. of ~ttvL.l\.J'Rt.. .J.- C9\ls'()}I\eR SEJ'..VH:i.S . (b) (c) Are you presently or have you ever been enjoined by any court from soliciting funds? ~O (d) If yes, state circumstances, including case number and style: 7. State all purposes for which contributions solicited shall be used: P\1J!'^,AR\L-i I -tv ~'() Sf I:'...\) ICES HJl::.. QVf't...\~IW \J~, s'ttQ'\JD\'1\1O \+El.p AOV\l""i$tl4\nVE (:.(.'&1$. WHcN:iw:2/8/77 _ 1 _ 8. Under what name or names will contributipns be solicited? V E:.iF JU\{'l.s \ Q~ 9. Names titles and addresses of all individuals who will have final respo~sibility for and custody of contributions: BM!) C DU:..MA"J r fL \tE.6 \Ul'JN.... M E;({. ~ tel: J,qg -fR551 - FL off ICE 10. Names, titles and addresses of all individuals who will have responsi- bility for final distribution of contributions collected: j<J)BFR71 J'oL\p.N . 'to'- PoLANo N'), srr~.5 0-8- '1RCAsu~~ 6f-A() Cct...f:N\!Y\J I .)1"1-;)5 CLiO '{\ O.cPD Sv IrE io3 .BCN riP'- $~~ ~L i ~G, ffiC<. . 11. Please furnish a financial statement providing complete disclosure of all fiscal activities for prior three (3) years. Specifically, identify the amount of funds raised and give a breakdown of all expenses incurred in the disbursement of said solicitations. This financial statement shall be verified under oath and attested to by the chief fiscal officer of the public solicitor. For: ~tE...r~~ \ ~~ fo8>ffl-\ Jv\.- \p..N (Type Name) OUiT'~ Applicant (Signature) Above registration form shall be signed by an authorized officer and by the chief fiscal officer of the public solicitor, shall be verified under oath, and shall be accompanied by a five dollar ($5.00) registration fee payable to the Clerk of the Circuit Court. Each public solicitor shall annually, on or before March 1st, after the end of the calendar year, file with the Clerk of the Circuit Court a statement showing the financial condition of the public solicitor as of the last day of the calendar year. The statement shall be verified by a certified public accountant or submitted under oath by the executive officer of the public solicitor. WHeN: iw: 2/8/77 - 2 - IfD) [f @ [f D [YJ [E InJ '!!IJ ,ores 02 2011 !b By__kr L CURRENT OFFICERS, PERSONNEL, and KEY PERSONALITIES ~ Board Members John O. Ely President 205 Red Rose Street, Butier, PA 16001 Robert JuHan Vice-PresidenUTreasurer 506 Lowries Run Road, Pittsburgh, PA 15237 Thomas Price Secretary 444 VaHey View Drive, Monroevil!e, PA 15146 State AQents Robert Olsheski FL State Agent 7214 Harbor View Drive, Leesburg, FL 33803 David Clendaniel DE State Agent 102 Kings Highway, Milford, DE 19963 Michelle Lo Castro NY State Agent 782 Prospect Avenue, Buffalo, NY 14713 Kathleen Carlson VA State Agent 118 Chowan Drive, Portsmouth, VA 23701 Vicki Kerrigan WV State Agent 132 Cottage Avenue, Weston, WV 25302 James Larsen KY State Agent 1803 Callihan Street, Flatwoods, KY 41139 Robert Wheeler AL State Agent 401 Twin Oaks Drive NW, Hartselle AL 35640 Principle Salaried Staff John O. Ely Chief Executive Officer. 205 Red Rose Street, Butler, PA 16001 Robert Julian Chief Financial Officer. 506 Lowries Run Road, Pittsburgh, PA 15237 Theresa Ely Executive Director 205 Red Rose Street, Butler, PA 16001 Judy McArdle Corporate Field Manager 579 Fifth Street, Struthers, OH 44471 Barb Kelley Office Aid 44 Crescent, Struthers, OH 44471 Melissa Smith Office Aid 524 Youngstown Poland Rd., Struthers, OH 44471 Karen Cook Regional Field Manager 1656 Laurie Drive, Youngstown OH 44511 James Larsen KY Regional Manager 1803 Callihan Street, Flatwoods, KY 41139 Brad Coleman FL Regional Manager 8701 Estero Blvd. #1001, Ft. Myers. FL 33931 Robert Wheeler AL Regional Manager 401 Twin Oaks Drive NW, Hartselle AL 35640 "- .01-' """()R'I R N'onN-.' 1\,T 1\.. -::.t:r , . .1. ..... 1 I U.1.. ,t'1..L 'J Certified Public Account<L.'1t 528 Dd0Jb Srreet Norrisrown, Pennsylvania 194Dl Telephone: (610) 277..7899 Facsimile: (610) 277-7884 December 15, 2010 Report of Independent Auditors Board of Directors/Governors VETERANS OUTREACH, INC. 524 Youngstown Poland Road Struthers, OH 44471 In our opinion, the accompanying combined balance sheets and the related combined statements of operations and changes in net assets and cash flows present fairly, in all material respects, the fmancial position of V cterans Outreach, Inc., at December 31, 2009, and the results of their operations and their cash flows for the year then ended in conformity with accounting priIlciples generally accepted in the United States or America. These financial statements are the responsibility of management.. Our responsibility is to express 3..'1 opinion on these fInancial statements based on our audits.. We conducted Oill audits of these statements in accordance w'ith auditiJ."1g standards generally accepted in W.~e United States of i\merica. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free or material misstatement. An audit h'1cludes exmnining, on a test basis, evidence supporting the amolmts and disclosures 1.:..11 the final1cial statements, a,=;sessing t.~e accounting principles used <L.'1G sigllificant estimates made by ma.l1agement, and evaluating the overaJl financial statement presentation. We believe that our audits provide a reasonable basis fe)l: our opinion. v prv truly your" 6L~ __ l tV1 c~o;@;~,~~ GRN:c1c Veterans' Outreach 524 Youngstown Poland Road Struthers,OH 44471 Income Statement January 1 to December 31, 2009 Income Contributions and Grants Interest Income Total Income Operating Expenses Salaries and Wages Payroll Taxes Accounting Fees Professional Fees Office Expenses Rent Expenses Insurances Utilities Security Services Program Expenses Total Operating Expenses Net Revenue $860,909.00 $0.00 $470,334.00 $36,272.00 $1,400.00 $33,102.00 $1,935.00 $2,407.00 $7,252.00 $2,364.00 $210.00 $209,551.00 $860,909.00 $764,827.00 $92,082.00 Veterans' Outreach 524 Youngstown Poland Road Struthers, OH 44471 December 31, 2009 Assets Cash in Banks Interest Income Intangible Assets Office Equipment Total Assets Liabilities Accounts Payable Other Liabilities Total Liabilities Net Fund Balances Total Liabilities & Net Fund Balances $48,254.00 $60,547.00 $30,000.00 $20,300.00 $24,500.00 $40,000.00 $159,101.00 $64,500.00 $94,601.00 $159,101.00 Return of Organization Exempt From Income Tax Under section 501{cj, 527, or 4947(a)(1) of the internal Revenue Code (except black lung benefit trust or private foundation) uot-pertmJ R:ntoftte''''~fJeace,urf i .. The organization may have to use a copy of this retum to satisfy state reporting requirements. lD 13m3 ,even!! .. er\L ---L A For the 2009 - ;;::Iend~;r, or tax year beainnina , and ending B Checkif app;icab!e' -P;ase i C Name of organization ' Veterans Outreach, Inc. o .A.ddress change ~~~R;; I Doing Business As o Name change print or! Number and street (or P,O. box if mail is not delivered to street address) ,--, type. I LJ initial return See 1524 Youngstown Poland Road O SpecJfic, C'ty' t ' ' Z'P 4 ~ Terrninated Instm-c~ 1 I or ,own, ~ia e or couniry, ana I + .U ;'m8nded return I t,ons, IStruthers o Appiic::ibon p";-,1ing I F Name and address of principal officer: I iJohn E!y 205 Red Rose St. Butler. PA I Ti'J.-exe;npt status: 00 501 (e) ( 3 ) 4Il (insert no,) K Form of organi:mtio.,: !Xl COiPVraiion D Trust 0 Association 0 Otl-.er ... __ Summary . I 1 Briefly describe the organization's mission or most significant activities: ,Y~}~[~r:;? 9~}~~~~~ _~~~ _tD~_ [)[iil]?0i orvl~~i9[1_ gf .:~~'2~Og_... _. .<!r]9.. ~~r:.vJ!!g_ ~~ x~t~..r~.fl~" E~ft. _ ~~i~rii-,l h?$. !:l!'Jg!:l?_I:!~?9~_ tl!<!t ?[iE jQ!?[l;!f~q !tJrQ!:lg!1J??!~9!!?1 Sl_Il~_l{'l-:.~Il~ ll]!~'YJf?~s.: _ "-'\!.~ .?J'!.q~~Y9..r _ _ _.. _. ..t9_1,i~~_ 9~r P!?_9!"?.'l! f~~_~~r:.~s.!'2 P.1!'?~ .?D?!lst YP_1!9! il,l~t ~_~?0~.. 9Y! .t9 J~~l}~fi! y_~t?E~!.1.?_~!:l~" 1 I:! J!:lITl" S:Sl!,!)!:12Id!!it!.~~_<!.f!q !tJ~s..... _.. _ _.. _ _ _ _.. _. ..g~E!.~t. i]?~i9!':: -.. --. - - - - --.. . _ --.. -- _ -- _.. u -.. .. _ _ _ __.... _ _ _.... _. __ _.. _. _.. _ _ _ _ __ __ _ h..., __ _.., _. _...... _ _ _... ..... __...... _. _ _.... _ _ _ _ H' __ _ .. _. _ __.. Check this box .. U if the organization discontinued its operations or disposed of more than 25% of its net assets, Number of voting members ofthe governing body (Part VI, iine 1 a). . . . , , j 3 I " Number of independent voting members of the governing body (Part VI, line 1 b) , i 4 I 'j T 0i&1 number of employees (Part V. line 2a) , r4L----- 104_ T,::al number of VOlunteers (estimate if necessary) . I 6 I Total gross unrelated business revenue from Part Viii, column (C), line 12 . " 1a ! . . I b Net umeiated business taxable income from Form 990-T, line 34, . I 1b I I Prior Year I r L- 732,590 I 1 01 ! 14011 I . OJ 732,730 I --:T OJ 01 398,141 o 112 ----+ 113 i 14 i ., I ~5 ~ i 1Sa :e i b xl ill i 17 i "S' I ~ 119 -~ tli :; ~ j :~! 20 Total assets (Part X, line 16), . , , ~; i 21 Total Habiiities (Part X, iine 26).. . '..." ~ ~ ! 22 Net assets or fund balances, Subtract line 21 from line 20 -= Signature. Block I Under penalties of perjury, i declare that i have examined this return, induding accompanying schedules and statements, and: to the best of my knowledge I and belief, i'( ;s true, correct. and complete. Declaration of preparer (ather than officer) is 0.8i>0d on ali information of which preparer has any knowledge, i i' ~~~~4 I ~ Sig{ature of.~fficer /' - i l Robert Julian I ,. Type or print name and title I ~~~:~:;~s ~ Thomas Price I Firm's name (or yours ~ Price CornpuTil,X, inc. t ;f self-employed), _..___._,___...J......?;j;iress. and ZiP + 4 POBox 351. Monroeviiie. PA 15146 ..~. .. Form 990 J '''Jel:$ite: ... '" <> l: .. E '" ~ 2 ~ <ll 3 ~ 4 :g -5 :J. , 5 i 7a i 8 ~ ! 9 ~ i 10 rt; 111 Sign Here Paid Pmparer's Use Only OMS No, 1545-0047 ~@09 , Open to Public . Inspection D Employer identification number 22-3272976 I Roomlsuite E T elepl10ne number I [888-283-,8638 OH 44471 G Gross receipts $ 860.909 'H(a) Is this agroupretum for aflHiates? Dves[8J No i HlbJ Are aU affiliates included? DYes [~ No I if "No." attach a Est. (see ir:structions) j j Hie} Group exemplion number li> J , I L Year of formation: i 11M State of lega! domicile: 16001 ,--, U 4947(a)(1) or n527 '---' o " v Current Y €'ar Contributions and grants (part Vlll, line 1 h), . , . Program service revenue (Part Vl!i, Hne 2g) . !i1vestment income (Part V!!!, column (A), lines 3, 4, and 7d), Other revenue (Part Vlil. column (A), lines 5, 6d, 8e, 9c, 10c, and 11 e) . Tot;.,: revenue--add lines 8 through 11 'must equal Part Viii, column (A). line 12) Grants and similar amounts paid (Part IX, column (A), lines 1-3). , . , Benefits paid !O or for members (Part IX, column (A), line 4) . Salaries, other compensation, employee benefits (Part IX, coiumn (A), lines 5,-10) Prcfessional fundraising fees (Part IX. column (A). line 1 1e) . , . . , , Total fundraising expenses (Part iX, column (D). fine 25) \)> ____n_____ n__n_n Other expenses (Part iX, co~umn (A\ Hnes 11a--11d; "i 1f-24f) . Tota, expenses Add lines 13-17 (must equal Part IX, column (A). line 25) . Revenue less expenses. Subtract line i 8 from Hne 12 . 860,909 G u o 860,909 o a 506,606 779.508, , -46778J ! . ' L~9inning ofCur'1!ntYear ! 1148,8881 ~ .. 43, 100! I '05,788! 96,082 End ofYaar 159,101 64,500 94,601 f~ J c;- dO 1_ 0___. Date Vice President I Dale I i I i Preparer's identlfj!ng nW:lber I (:see lr:str'Jctior1s) I j Check: if ! self~ I employed 8/1512010 May ',he IRS ciiscuss this return with the preparer shown above? (see instructions) . Fm Privacy Act 3mj Paperwork Redection Act Notice, see the separate instructions. (H'i'i ~ .. (412) 542-8132 r:-:- ,.., !ZJ Yes LJ No Femi 990 (2009) Forni 990 (2009) Veterans Outreach~ Inc. -=--Statement of Program Service Accomplishments 1 Briefly describe the organization's mission: YY.a.. PS?Ylq,: _fliJ,?::,~i,~L ~:>:?l~~a!l~~ J9! _~ y_a!.(~~?I T~~E?9:>_ g~!~~rr~0~9. t~r5~.u.9t. _i!1j!?!:YLe_vy~" N~~9:>.. ?sl9!~.:>.s.e..q !?ffi~ fr.r2r.T'",_ ~~! ?!~.. ':Y?! _ _ _ __ __ li~~t~st!~ ~ _~~~~~r ~ ~?~!'. YP~!i~~J J99_'!,. ~y!'.? !~P"<!iD.. ~~t.0J!!gJ !~i~!i?~'!t_ ~!:1g_ ~~9~~t[~~?!l.. f~r:. ~'!t!~~?! Y!Y.."! ~ ~~~~~~L ~~ _~t~~}0~~ _ _ _. _.. A ~~Cr<;, P!~lSl!~!l! .f.?!.'!~~e..r.a!l~ P:~! _",rf'l_ !19.t~P.~?!~ _~f_ ~~~!i!:1.9_ ~~L~~tE~~!l] _"Y.?~"t_~~~~!]9~. 9l:l~!~ .;~~n.~!':' ~!)}'?!i9.!1~1_ ~~ pr0t:.~<2!?l_ _ __ _ . _ __ disabilities, often ser"ice related, 22-3272976 Page 2 2 Did the organization undertake any significant program services during the year which Viere not listed on the prior Form 990 or 990-EZ? . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . Dyes [KINo 3 if 'Yes,." describe these c.l-janges or; Scheduie O. 4. Oeser ibe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts arc ,i::lquired to report the amount of grants and alloGations to ot;1ers, the total expenses) and rever1ue, jf any f for c,ach progra!TI service reported. n v,.e5<: L-.J - !)(1 ~''''' ~ ,~~ 4a (Code: _____n.,______ ) (Expenses $ ______________9. inciuding grants of$ ._____________9_ ) (Revenue $ ._____________...9.> Qyr .Q~?.c!/~Lq f'!:?.9.r_~l'!1_!~r_ y~!~~~~~ F-l~~~i9~~i'!ln)~J~!~ !~li.?J.f:?L...?_~_~tt!?r. _., _ _ _ _ _ _ ___ _. __ _ __ __ _ _ _ _ _ mn _ _., _ __ _ _ _ __ __ _ _. _ _ _ _ _. _. }~'~H)[C?~~c!::'! _:.!~<:\:l~~r:~t9.0_ 9f E'.?~ry!~ _~!J<:! _l}E?~9; _1~~~5'_ ~~rY~~~ Y?Ti..Q!:l! ~D~. 0!q~t f9IT)!:r!S!r] _ _ u.. _ _.. _ _ _. __ _.. _ _.. _ _ _ _ _ _.... _ _ _.. _. _. _. _ __ !~9.U_~~~,)_ ~r~ ..f~J!.2~o.,:,LdJ~g_ ~~!?Xt.e!_ C?~ !~!1!~ ~?f'l'p'i!'il ~!iJi!l?~ _t~..rD~_q ?..r:,f_~e~~~r;9 _~ ~..a_r_ t~r_ ~_O!l<., _~9!Qi..r~9/_ ~b?_e.~ _ _. _ _ _ _ _.... _ _ _ _.. _ _ .. _ _ _ __ !?~ Yf90s ~~9 J9_o_<! !b~! f~99.!?..a!!~~ 9_0~'! .oJ!~c._. _ _ __u... _ _ _.. _ _ _ _ _ _ _ _ __. _ _ _ m _ _ _ _. _ _ __. _ _ _ _ _ M _. _._.. _ _ __. _ h _. _ _._.... _ _....... _ _ _ _ _ _. - _ Q\,!f. .Q'!!r~~~l! J::r.'2g~~rr~!~..a_ ~~~ P!~!~!12_q~~~ ..fS>L'!~t~~~~~ .!tlftJ j~r~ :?!b~~~}!!:l~'I.~J~ .t..~ ~pi~L _ _ _.. ... _. _ _ _ _.. _ _ _.. _ _ _ .... ..... .. _ .. _ _ _ .a~j~l!~~ ~!'0pl<;!Y~~(1~ Si_u.~!? _ ~<!r.i?~_s_ ~~_",l!~ _~~g _Q15"!lt.?l..f~~!9r.~.. :rn.e..Y.: .a!!'. ?~l~ _t9_g9!~ ~9~~ _s_~~~ _~i.,!~b _~~ _. _ _ _.. _.. _ _ _ _.. _ _ _ _. _.. _ _.. _ _ _ _ _ __ .9..~r9!0!J~~<??!i9T~ y{i!b _~~t~ !I]~ .2':191i9. ~!)9_ g9:':Y..~r!''_e!~"_cJt3?I1Ji_n.~~~ .~f}g _9r:.q,~r:0..i~g2 _r.e.sp..~~t 9t _~~tf~~rjty..!_ __.. _ _.. _... _ _ _ __ _ _ _.,. _. _ ,. __... _. _.._ _U!~gl.?r.~~f'!~Ln.fl ~1~p-1.?_ 99':::_l!.1!l~f!.t.. ~!!!P'~~j!ql}" !J:1~_ '!~LI.!.~ _~f.. f}JJ@~!.9 _s_~~!:il~q .tir.:'_E2. f.?!!l!l:!iJlJ!~!]~,. ~!<2._ __ _ _ _ __ _ _ __ _ __ __ __. __ _ _ __ _. _..__ .I~iE>. er,?gr~~ ':::!?p:.t~E'_ ~ _ ~~!]~?_ 9f P!3J9!'~!).9_ ?!!9_ ?~!~9!,~<!1_ ...v~_i!t .t~'..a_t .!!'P:'l:l _h.,!'!~ .n.~~ ~~p_e!!~r]~9. E'ir!~ _t!,~eJ[ !h~~. ~~ !~~ _ ~~,-,::i~: _ _ . . _. _.. ------------------------.-----~-----------------__________________________________ ____M~___________~__~______________________ ------------------------~---------------_.._-------------------~-----~-------~----~-------------------~------------------------ 4b (Code: ___.____._.__. ) (Expenses $ ________n____9. inc:udlng grants of $ '"' v ---------------- ) (Revenue $ ...._..___..mu.9.1 ...--------------------------------------------------------------------------------------------------------------------~------- ---------------------------------------______0______--____~________________________________"___________________________________ -------------------.------------------~---------------_____u_______________ -------------------.-_____________W.._M____.._____ --~---------------------------------------~------_._-------------------------------------------------------------------------- ------------------------------------------,------------------------------------------------------------------------,.--------..-- -----------------------__________________"_____W_d_______________________~~__~______________~b________________________________ __~________M___________________________________________________N___________M_____________________________~_______.___.________ ________________U__N__________________________________________________________________________________________._______________ 4c (Code: _ ___ _ _ __u __ _ _ ) (Expenses $ _. n" _ _ _.. ___ _ _9. including grants of $ . __ _ _ __n __. __ 9_ ) (Revenue $ ,__ _ _ _ _ _ _ _ u __... 9.1 ----~------------------------------------------------------------------.--------.-~--------_______~___.~__~_______~__~_M_______ ---------------------------------------------------------------------..----------------_______._______________w________._________ _._-----~-------------------------------------_._--_.----------.---------------------------------------------------------~------ .-------------------------------------------.----------------------------------------~----------------------------------------- ______~_._____W__..___________.__.__________________M_________________________________________________ __________________________ _u________________.__________.__________________.________________________________________________~.M_~_______________ft_._____..___ -------..--------------------------------------------------------------------------------_______~____________w_______________.._ 4d Other program services, (Describe in Schedule 0.) (Expenses $ 0 incillding grants of $ 4e Tota!!?rogram ser.J'ice expenses ~ o ) (Revenue $ o o Form 990 (2008:) F,:mn 990 (2009] Veterans Outreach, inc. ~._ Checklist or Required Schedules 22-3272976 page! ------------ j Yes: No 1 ! I ; 1 i X I }----{----,-- LLL_L_>5._ ~ 1 ! , i ...,! I ! X I.J. ---L' ~i- 1 I I i X i-j I I f - I ! ! . I I v I 5 '. ,A ----;------t- ! I I . ~ i Is the organization Cescr:bed In section 501 (c)(3} or 4947(a)(1) (ott.er ulan a piNaL: foundation)? -:;ompiete SChf'duie A _ If uYes. I' :I Is the crgan!zstion required to complete Schedule B, Schedule of Contributors? , Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? if "Yes, " complete Schedule G, Part 1 Section 501 (c)(3) organizations. Did the organization engage in lobbying activities? If "Yes," complete Schedule C, F)art !l 4 .5 Section 501 (c){4}, 501 (c)(5), and 501 (c)(6) organizations. is the organization subject to the section 6033(6) notice and reporting requirement and proxy tax? if "V'es, It cornplete \Sche(luie C, Part Ii/ . 'Jid the c,ganiz:ation maintain any donor advised funds 0, any similar funas or accounts w'here donors have tre right to provide advice on the distribution or investment of amour;ts in such funds or accounts? If "Yes," cl~;rnpi(;te SCfieaU!e 0.. PBrf I . .~ i v b, I f. r--r---r-- , I ! I ( I 7! ! X i-i--+--- G 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? !f "Yes" complete Schedule 0, Part If . B Did tile organlz8tiQn i"naintain collections or \lvcrks of artl !'llstof!Ca! treasures~ af other sinlHar assets? If 1I\/6~ {; con?p/t:i'e Schedule el; F)art Hi _ 13 14a b \Vas thf...: organIzation inGluded in consolidated, independent aud~ted financia! statements for the tax year? If <rYeS, ff Gornp/eting Schedule D.. ,Parts Xi, XIJ, and )(iif IS optional. is the organization a school described in section 17J(b)(1)(.A,)(H)? if 'Yes," complete Schedule E . Did the organization maintain an office, employees, or agents outside of the UnitBcl ;~3tes? _ Did the organization have aggregate revenues or expenses of more than $10,000 from grantrnaking, fundraising, bU:3iness, and program service activities outside the United States'? If "Yes, " complete Schedule F, Part ! Did the organization report on Part IX, column (A). line 3, more than $5,000 or grants or assistance to any of:]antzation nr entity located outside the Unrted States? /f j{~fe~ 11 cornpfete Schedule F, Part if " ~ I i I I ! 9 i ,X r-~-+---:'- I : 1 i i I 10 ' X I -1-- , I i ! x S Did the organization report an amount in Part X, line 21 ,serve as a C<Jstodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes, " cornplete Schedule D, {Dari: IV 10 Did the organization, directly or through a related organization, hold assets in ,err," lJermanent or quasi-endowments? If "Yes, " complete Schedule D, Part V . 11 Is the organization's answer to any of the following questions ''Yes''? if so, complete Schedule 0, Parts VI, V!!.' Vffl, D(, or X as applicable · Did the orgaJ1.lz&tion report an amount for fand, bu!ldings~ and equipment in Part X:, \!ne "iO? If fIVes; I~ cornpfete S;,~:neciuje 0, Part vr e Did the organization report an an1CA.Hlt for lnvestrrlents-'-cther secutit!bS in Part X~ line 12 that is 50i~- or rll0re Of its tetal assets reported in Part Xl Hne 16? If It\/esj" cornpfete Schedule [)} Pa.rt \/il. t) Did the organization report an amount for investments-pragran) related in Part XI Ene 13 tnat is 5<1{, or f'T10re of its tota.l assets reported ill Part X, Bne 16--; If ,rYes~ (1 co:?lpJete Schedule D) Pal~. ~fI!f. '" Did [he organization report an amount for other assets in Part X, iine i 5 that is 5% or more of its total assets reported in Part Xj line IS? /f '}/<es;" cornpfete Schedule D~ F'art f)(. .. Did the organization report an amount for other liabilities in Part X, line 257 If 'Yes, " complete Schedule D.. Part X · Dld ::he organizat!or/s separate or consolidated flnanciai stateiT~ents for the tax year include a foot.l1ote that adr~resses the organ~zation:s HabHit'y' for uncertain tax positions under FiN 48? If 'Yes, II complete Scheduie Do" Part X. 12 Did the organization obtain separate, independent audited financiai staternents for the tax year? If "Yes, It complete ,Scheduie D, Pmts XII, end XI!I _ 12A 16 Dkl the organizaticn report on Part ~X! C01!..HT!r1 to individu8:& located outside t.he Unit.ed States? li:16 5, more than $5,000 of aggregate grants or assistance ff ;;\/es.. tt co/Tlpiete Scheduie F, Part ill _ L_13 -L--~- L!~"!.L i X ! ! , i ~~4b i ..~~Ll I I i f..1,~+--+ x_ ; }-- ~ 6 )----i ){ ! 'l~' i ! X r~-.-r-'-t--- ! ' 15 Did the org;mization report a totai of more than $15, ()OO of expenses for professional fundraising services on Part ~X, -::;0lurnn U\), lines 6 and ~j'l e? 1'f ;;~~(e$.. ff cc,71p!ete Scl":edule -'1, Part j' . Did the .'Jrganizatjon report rnore than $i 5,00-0 total of fundra:sing event gross incorne and contributions on F'ar1: \/Hir tines Ie and Sa? it i!Yes~ Ii cornpJete Schl'1dul& (;" F~'arl il 19 Did the (xganization report more than $"15,000 of gross income from gaming actiVities on Part VlH, line 9a? 17 18 'Ig ,/ A if' 1'''Y'es: It cort""jpJete Schedule G.. Part Iii . 20 Did the organizdtion operate one Of more hosfit-als? if ''Yes, " compiete Schedule f-I is ; 20 ! Ix --1_._ Ix "arm 990 (2009) Form 890 (2009) Veterans Outreach, lnc,.. . ,. .. . .. . . . . . 22-3272975 Pag" 4 ~E~rOf Requi{edScF.edUie.57co;:;;;;u~!!J..~=~_._~~.' ~____=__-===-=-_,_--=-_=---- 1.-. \f-; i N~ 2": Did the c;rganizatlon reporl more than $5,000 of grants and other assistance to governments and organizations in ttle United States on Part iX, column (A), line 1 ?If HYes, ff (:(}rnpiete Sctledule f, Parts i and Ii _ 22 Did the organization report more than $5,000 of grants and other assistance to individuals in th( United States on Part IX, column (A), line 2?ft "Yes," compiei'e Schedule 1, Parts I and tJf_ 23 Did the organization answer "Yes" to Part Vii, Section A, !i:1e 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, oHd highest compensated employees'? if "Yes, " complete Schedule J . 24a Did the organization nave a tax-exempt bond ;ssue 'with an outstanding principal amount of more than -S100,JOO ::lS ofYlle i8St of the year that \.vas issued aftf.~~' Decerribet 31 2002'1f ~rYes.. F ansvv'er lines 24b th(!:'.\Jgh 24d and cornpfete SchecJuJe 1<. If U go to Hne 25 l) Did the organization Invest any proGeeds of tax-exempt bonds beyond a temporarj period exception? . (: Cid the organization maintain an escrow ac,'X)unt other than a refunding escrow at any time during the ye; ~o defease any tax..exempt bonds? d Did the orgsnization act as an "011 behaif of' issuer for bonds outstanding m any time during the year? . 25a Section 501 (c)(3) and 501 (c)(4) organiZ2l.tkmsDid be organization engage in an excess benefit transactior \v~th a disquaiified oerson during the year1f K\(es, if cornplete Schedule LJ Part l . b is the organization aware that it engaged in an excess benefit transaction wIth a cisqualified person in year. and that the transaction has not been reported on any of the organization's prior Forms 990 or r;)90-EZ? !f ~~E;S, fe, t'"OtT!,oJefe Schedule L, Part f ~ 26 \/vas a ,oan to or by a current or forn-,e, officer, direct');, trustee employee, highly compensated employee, 0; disquaiif!e(l person outstanding as of the end of the or~;ar:izationls tax year?f "Yesl rf cOtnplete Schedule L.. Part!f 27 Did the mganization provide a grant or crher assistance to an officer, director, tmstee, key employee, substantial contributor, or a grant selection committee member, Of to a person related to such an lndividual? if ;f'Y~es/ Ii cornpJeteScheduJe L, Part IN . 28 Vias the organization a party to a bus~ness trar;saction with one ofths' foiiO'w!ng parties (see Schedu!e lj P2rt IV instructions fa.- applicable filing threshcids., conditions, and exceptions): a A curren: Gr former officer, diiector, trustee, or key employee?ff "Yes, " complete Schedule L, Part iV _ b /\ family member of a current or former officer, director. trustee, or key empioyee?Jf "Yes, " cDmplete Sched;'jle L, Part IV . c Iv; entity of \lvhjch .a CiJrrent c~~ fotrner officer, director, trustee, or key' employee of the organization farnHy mernber) vvas an officer, director, trustee! or direct Of indirect o\'Vner? If wYes,n complete SchedL.de l F~art i\/ . 29 Did the organization receive more than $25,000 tn non-casll contributions~ "Yes,'r c0171pJeteSchedufeA4 . 30 [j>d the organization receive contributions of art, historicat treasures, or other similar assets, or quaiffie conservation (',ontributions"'!f "Yes, " complete Schedule 1'1,1 . 31 Did the orqanizatioll iiquidate, terminate, 'Ji dissolve Clm1 cease operations17 ";/63," complete Schedule N, Part I -32 [Hd the organizattoH seB1 €:xch'ange, dispose of. or transfer more than 250/0 or its net assets? If wYesj 11 cornpiete Schedule N, Part U . 33 Did the orqardzatioil own l' 000/0 of an entjty disregarded as separate rron1 the organization under ReguJatjon~ sections 301,7701-2 and 301.7'"101 s.3?lf ;rIles,. Ir Gornpleie Schedule F( Part I > 34 \/Vas the organizatton redated to any tax-'exempt or taxable entity:1 ;')/es, ~ complete Schedule F?" Parts llJ Ill; i\/~ end V~ line 1 35 Is any rele.ted organization a controlled entity within the ((jeaning of section 512(b>(13)ff "Yes, " complete Schedule R Part II; if!?e 2 . 36 Section 501 (c)(3) organizations.Did the organization make any transfers to an exempt non-charitable related organizatiorr'> If "Yes, " complete Schedule R, Part V, fine 2 . 37 Did the organization conduct more than 6'~/o of its Beth/aies through an entity that ;s not a f~iated organization and that is treated as a partnersh~p for reder-at ~ncorne 'Lax pl.Hr~Oses~l" fII\les, ~; cornp/ete Sct:edtlle R, Part , n Vi. 38 Dkj the organ1zation cornpiete Schedule C~ and provIde expianat~ons in Schedule 0 for Part \11) tines '1 I and ---.1il? ~2t~,:./iu.form 990,Wers am re.9.uired,l')",Soi11p-~<;, 2(?hedul~_~_ L 21 t----l--~ i ; i : 22 I X Jl-- ; I i- 2'3: -L-~- ! j < I 24<1 1--1-:2_ t24b~ i X ----j---- I I , ; i 24c i_-L2S.._ ll.4d I _Lx 1 f ; , , ' , . 25a I X I , I : i j . j ! ! 25b t I X r--.t----.i-- , , ! ~! I 'r I 2;;,: i A r---r-;----' ! : I I ! I I i I 28a ; x r-t---:- I 2Bb i i X r--'~'--..1--j~~".~" , i i i 'I' 128"! ,v L~4--~ I 29 i i X r ; -r-- ! , I ! 30 i ! X 1~$1 l~-r~- t--r--r---- , ' , ! ! 32 i I X 1'-- --+--.-;--- i I i ! 33-L.-D r i 1-- ! i i 34 i X !--l-~-.r---~ 135 I I X ~--,--- I I I I f i i 35 J I X I --j-.--- I I I 3"/ i : j~ r----i-~--1--- Ii. . I ,- ! 38 i X Form 990 (2009) ~r-" 'j ,r ''Jon;:;; ,j~ f-~r ~ ~ S -.. ''r~~a''''\A. '..,.... 22-3')7297:3 Page 5 ,} :;11". \_ "",,v) .~t.. (111.... '-'''''''\.1'; .....Ii ",\.... ~~~..--...: ~ sl~~5J~ Regardlr.:.9 Oth~S Fi1Iii9sand~!ci ~=~p!iallr:e' _________.__.__ d e f 9 h 8 9 a %J litO a,'!! a b 11 a ~ '" 12a b 1a Enter the ru,rnber reportetj in Box 3 or FonT: "i09f, t~nnuaJ U_S. inforrnstIcn Ret~.,;rns> Enter -c.. if ;10"r applicab(e and Transrn:ttaf of ! '!a._~.___.__)f:'.l: te) v~ndon:; an~;:~OI~;b!e ---- -4~g~ j "'... b EI'rter the nun'1ber of FJrIT1S W-2G inc.luded in llt:c: '18. Enter <;.- if !~ot applicaLl0 . c Did the GOmp!}l \fIlth. backup \/.;ithho!cing rules for reportable to winners? , garning 2a i i , , j 2a I 'cfn4 L-....:.-_L._..._ ___...:....... ernp!oyrT~enI tax returns? E:1ter the number of ernp!oy'ees reported on For-IT; \^,r,3l Tre.nsrrdttai of V't/age and Ta~ Statenlents, flIed Tor the czJend&f year er;ding with or vJlth;n the year cover,~d by trlis retum _ b :f at least one is reported on tine 2c~, c;d the ctgan!zation rHe aH feder3i Note. If the surn cf l;ries 1 a and 2a i,~: ~j;~,eater tha:'1 2500 -you rnay oe required tc E)-fife this return. (see ~~ .....-l;~ Did the organization have unrelated business gross incorne of $1rOCO or rnore during th8:/ear covered by this return? + I) 4<1 :i HY-esc;; has it filed a Farro 990- T for this year? ft" an explanatIon in Schedule C~ At. any ti:Tle during the cai~~ndar year: dia tr;8 organization lnil3ve an interest in, or <.~ '3ignab..1fE or other authority ever, a tlna!lcla: aGCou~lt In a foreign COUil'tiY as s b&nrc accou71il seCU\;t;6s ~l;courrL Of other fina:-'lcia: (.~ccount)? b If ;!Y es, ,: enrer tne name of the !'>- See the instructions for exceptions aild fiHng requlrernents fDf Fonn TO F 90-2.2.1 J Report of Foreign Ban~~ 8.nd Fjna:lcial .A.ccounts. Sa \tJas the organization a party to a prohibited tax srisltEI tt3nsa:.l1on at any tirne during the t&..~ year? _ b Did any taxable parr,{ notify the organization that ;t was or ~s a party' to a prohibited tax shetter transactfo;~? '- If n\(esJ: to iine Sa ar i3b, did the organcation file Forrn 838e-T, Disclosure by Tax~ExeiTipt Entity i~eg5rd:ng ;'"'rGnlDiteu Tax.- Sh€.1t~0r Tfansact~0n? 6~1 Does the ha'v'e annuaf gro~s reC2ipts that are soPcit cti :-y cc)ptribut:^Jns that vverf(~ net tax C4e(]tlct:ble? , ;t~:.:ater ti-;a:7 ....,!d die the " ;0.; !f H'{es,l' dhj the in-::!UC8 <Nitn E;ver:'/ soUcitatjon sn eXDr!2SS staternent .(hat S~C~l contritiuik:ns OT ~vere rlot tax deductible? . ( Organizations that may receive deductible contributions under section 170(c). a Did the organizaton r8Cel\/8 ~~ pa:y'(nent ii? excess of $7D 11"180e partlY as a contribution and partly fc-r goods and ser\j'jces to the payor? .. jf J'Y' es," dLj the 'Jfqanization fiotify the donor of the'i'aJue of the goods or service~ providec;7 " Did the seH; exc.~ange, or othervvlse cHspos€~ pE~fsona~ property for wh~ch it \vas required t::' rne FonTl B282? if "'(e~.;)!; i;ld~cate the nurnber of Fonns 8282 fiied during the ve3f . ()~(l the orga~iizad(;n) the yearv ~."eo2:1\./f;: B.n)! funas. 8t HlcHfecll}'1 t__) p2.l be:nef:t co;;traGt? Did ths of9ariization. durlng the year P8Y prern!Un1S~ Of on a persona! banefit contract? , F.Of al! ccnrributions 01: qualified inteHectuai property', did the organlzatlori fHe Form 8899 as required? . For contributions cd Cflrs, boats: airplanes, ar~d ot~;er ve;1jcies, d~d thE' organizatjo!1 fHe a Form ~jG98-[; as Sponsoring OIganlzatiol1s maintainlng donor advised funds aod section 509(a)(3) supporting Otgan~zations_ Dk: the SLPportlng c','. a ct)r:0l ad\'lSed fund rnafntained by a sponsodng ha'/€ excess business at any t:/iA:' (jut!ng the year? " Sponsoring org4ni2at~:rgns n"!3h~tafning dono?' advis:a.d fund$~ Did tha orgar':lz2tion r;i2.KE: any t8:x:abie distribu~dons under sect~cr;: 49G6? _ Did thi:~~~ organizaTiorr iT.,ike a dist:tbu!to-n to J. ..Jonor C10n(J;~ advis0: ,'.elated person? . Section 5-Ct1 (c}{7) orgai1izat.ions~ Enter' !nitiation -fe~s andcapit8i contributions Included on Pa,:t \/HL jine 12 1 ;; ; 'lOa' i 10b ! ---:~=_ ~3ross receipts. included on Forrn 990. Part. Viii, !i:-~e 12, for Scct~cn 501(.c)(i2j or~irn:zatiof1s~ Enter:- use of club faciiities . (3rass Inco~ne rrer:: rnernbsrs or shareholders 11a (;n)ss :ncc~l11e fro;;"; ache;" sources (Dc not net 2rncunts rJ~5 Oi c,gains! c\.rluunt.s CfJ€ Of recei\'ed -[roft. ~>.,. Gth8s sources Sectioil 4947(a)(i} non-exempt charit!lble trusts" is the filing t:'\.'1;, "or q~O ~n Heu of Form ~1041? ! i2b If .~~Ye~.,Pen18r tl~~rpo,:r~r~f):: ~~~~~22!lnt~res~~~~~~ o~ ,ac>:;!~S,"9_u~j~fl. 'i:.~~ \le~}'~.... r:.:-orrn 990 (200~~; Veterans Outre--clCh, :r:c. 22-3272976 F<,::-';:'8 5 ~ver;"anc~, Managem~-;;t, ~nd O!sc!os~r~t.:o7each~"'r'esN re,spo':ise to line!;2through 7b be7ffi;tand ..-- for 2 ,,(\Jo" response to fine 8a, 8b, or 10/) l);shJV'/l describe the circumstances] processe:s, or change-s in <?che.s!!:!.Je. Q,_$ee instri.iGtions,..._~_.______ _ ____ Section A. Govern~DS B~gy a.r~~nagement ____.____________ 2 1 X r---l~--.-I-"-- t i ' j ~~! 'j x ~~ i -+~ , $, . X t--r-'-- f : ! \ 7a i I X ~~fhJ-lx-> Did tr:8 o;~1anizatjon contemporaneously document the :neetings held or w'iitten actions undertaken during F' the year by- the foH':)'viing !:~ a The qovernjng body? , t-'-""3~L--L X D Each cornmitiae \vith authority" to a(;t on t.,enaJf of the govBn:ing be6v7 ~ ~~~-.--L X ._ is there any Q"ffk~crl dii'ect:;r, trustee) or key ernp!oye'6 listed in Part \/11, Sect;on p\ whc cannot be reached ~!! at the organiza:ion's mailing address?!! 'Yes., N provide be names and addresses in Schedule () , _ , . , , ,_ ! &:i i ! X ...------------.-~-------------~~-------..--~-.-~~~----.----"'-----.----~-.---.~..._~_~~._.__.J........._._....I__" Section B. Policies (This Section B requests information about policies flot required by Ow Intemaf 'la b Enter the n;jfnt~af c;f voting rnerJ1bers of the governing body, Enter the ;1UIT1D:.:=i Dr voting rnernbars that are l:-!depender-:'t . Did a;~;' office.:. cifector :;-usteej ex ~\e;'- ernployee ITavf; a any other office~, (.1;r~Gtor. tnJstee, O~- key ernp!oyee? . ~ ia j ~----- ! 1b : L.._~--..~__ relationship or a business relationship \'4o'1:h 'iva Does "the Dfgai1::22ticn. hsve Jocal chapters, branches, or 3.ffmSit~.s'? . Section C~ Disc~osurf: --~.~-,--~-~-- 2 3 Did tr;,~ organ,zat,on deiegate controi over management duties Gus'.omarily pe.rformed by or under the direc SUPe,-;;ision of CffiCBfSI directors or trustees, or key ernp!oyees to z rnanagement company or other person? . Dkl t:~e ~;rG.:;tr:jzation make any significant changes t.o its organizG.1:Jona! documents since the prior Form 990 -das fHac'? Did the- oiganizaHon becorne aware dur!ng the year or a material divers~on of t'1e organizatIon's assets? . Does -:h-e 0tganizat~Dn have rnembers or stot.i<holders? Does the orgai~~zation have :nenlbers, ~;tGCkhc!ders, or othe::- persons who '('[J{;....l el!::':(...t one Of more iilembers of thegQvern~ng body? y; 13, Dces th;-:) orga;-rL:::ato~1 have a 'written \rvhistleblo-wer policy? 'IJ. Does tile organrzation have a viritten document retenton and des:tfuctiori policy? . i.5 Ole th:_~ pr(:cess ':~)f .jeterrnining conlpen,~ation of the foHovling perscFls inciude a revie\f\' ar,d appravai by indept<l.d8n~ pefs'.;rs, cumparabmty data, and cc~~~temporaneous substantiatlon c..rtfle de!ibe,l'cjiofl 8.!'1C oecision? a The organizat:0r:;s (~EO; Exect,.;tive Direr,;.tor, or top !T!an2gEn~}e;1t off;(;[aL h t1ther ':t:fiO:;:':.3 c~~x,;~:p!oyee'~~, of t~~:e 0rgarliza,tfor. _ ;:Yes .~:: lbie ";5a ()r l5b. describe 'tne process i:l Sc:h:b.::1uie (i (See Instruct~or:s:' 16i':o' Did the c;rganization invest ir\ contribute assets t.J. or participate in a joint venture or ~,:irni!ar arrangerrent vit'I'!h a taxable ent;ty dur~ng the year? . b if "Ye~." has trle org::n:zation adopted a written polley ex pr::.cedure requiring the urganization to evaluate its participation in j::lirlt venture arrangements under applicable federal tax law, and taken steps to safeguard the- orga~.!~',~t!?~:~~~:~!?:E:! st~~~:_~:~~!!'!!::spec:t~!~~cr::;:E~~gem~nts? . -~~______'_~.__,~___~_."~~~_!_._.1- X _ 4 5 a f~ ~iQ. tJ ,A.re any dt::cisions ar the governing bOdy subject to apprCival by n1embers1 stor.~kholders. Cf other persons? . 10 State \119 name, ph','slcal address. and teieohone number of the person who possesses the books and records of the organiz&tior: ~ Robe:t~~~!i~~_~___~... _ ~,._ __~, _ .->__,~_ _._ _. _ __ ,~.~ ~_~ __ _,_ ,~__,._~____ ~ ______ ____ ~_,~ _5]~~.;3..6_6:9J:t:!:.. ___ _,.~ " 8 9 b ~f "Ye.r::," dOE:g !:~;:; c;:garjzat~on have "wcr1ttE':n p0iicles 2nd procedureE: governing the activities of such chapters, afftEat,?s, and b;~anchesto ensure their operations are t'Ajf)sistent \fIlth those ,of the crganizat~on? , 11 Has tr~e organ;z~;tion ~)(0vjded a copy of this For!':l 990 to all mernbers of itsgovernk~g body before filing th fG~rn'? . 11.A Descr;r)e in Schedule- 0 the process. if any. used by the orgafHz3tJcn to reVle\v this Form 990" 12a Does the G[g2F'iiz~tion have a .written cOf1fHct of 1ntere-st poiicy?ff '1_"10, ': go to line 13 _ b /-\ro (}f,:;c.ers, djrec.::ofs or trustees! and key required to dls.c!ose annuaUy interE'sI:s that cou~d ghr: r-is,,== :c~ conflict.;;? DO$~ lhE'; or~~a(;izaticF~ regular!y and conslstent1y rnonit(F ana enforce compllance\vith ihe poHcy'd'f "'r'es.. .j cfesf:/ itJe in Schedule 0 hovv thls js done .j ~:r ., Lis! :hG states 'titii vvhich a copy of this Fc~n"~ 990 is requ:rf~jj to be file( iJJo- !~~1_ f1-.z _~:. ?J.y~~.~tt,_y'.~~ _~Y'..;~ _ _ ~ _.__ _~_ 18 Section 5104 requires an organizat~Gn 1'0 iDe:ke its Foans .-;023 (or ~024 jf 2pplk::3b!e); 990j and 990-T (501 (cj(3)s only) avaHabie "for p:Jb-;ic: i~spec:tiofi. ind:c~~te hO'l1 you make these 8vaHable. C:heck aU that appl~ ~. ,~ 0,-,,,(1 "ilebslte n _J\nother\; webslte ~ Upon request 1; 9 Desc:ribE.~ il, Scheduie 0 \-Nh~ther (and jf BO, hO\Ai), the orgar'dzationmakes its gover-I;:!; dOCU;Tients. COilTnct of ;nterest poney :;,;d fnan:,:i8l .staternE:rn:s ava~lab;f~ to the pubHc, 4501 Peoples Read. --=----<--_...~"'..-.. Pittsb~, PM_ ,,OJ 6'2~~___..~---....~~~~~~~~...~"..~,",~........,.,....-..,.......-=___......,,~...-._c__..., ~:(;~m ~H,lQ (2:X)9,~ Forrn 990 (200S:\ Veie-fa.os Out-each, !r~c_ 22":3272:)7'f3 Pag'2" ::" ~-"-Ccmpei;satlo;; of ()ffiCers,bjte;.;tG,r$,~fru$t;;s:-Y:eY-EmPfc~;ees,.'7''.{lghest COmfJ;rlsate:(i'~------' _,_______'_ Emeloy~e~, ",rid inde~rltient_~or~~~~~to!:!;_._______.._____.___________.___.____.____ .~_'?ti~n A. .,. Off~~(s,_ Di,:~tors, Tr.!:!stees, ~ Emp'kf;i!:~~~, ~~d ~ghest Co_mp~?'l~ated Emp!oyees ____._______________._____ 1 a C:ornp:8te tn;~ table fC~ all yersons reqLHred to be :!sied. )~~epo;1 c.ornpens.ation 1~ar tne calendar year ending <~lith or \'\>1!h1r: the Grgan:zatL.>n.s t:~x YE:~~r. Use S,:;hedu!e J-2 If ad(ttien5~ space ~s needed_ ~, List D;; >:..yf tne: .~,rganiLsitjon!scu:i'"'ent ajreG(ors~ trustees (VJT;r::Tr:er lndividua;s or organizations), regardllS;Ss of 2rnour:t of compeil;;-:[rj~)n. Enter -0- in coiurnns (Dil {E)_ and if no c::;rtipensatiDrj Vias paid. ~ Lr-:;t B;; of the c1(;)aniz.atic;,q1sct.::r:rent key ernpL::yees. See': ins'!T~ct:;n$ for defjn.:tior, oJ H:.:ey eiTlpjoYt~e.lI (I Ust the ofgdriz2:ticn's h/ecunem: ccmpt"-lSated emplOy;:;es (other th",n an ofl~cl::r, director trustee, or employee') 'Ii\"ho re.:eiv'ed repcrtat.~c con1pef\Sat10il (Bex fj cf FGrn1"1Ai-2 and/cr Box 7 cf FOrTr1 "!09S\-~lHS(';) of mClre t.han $10(1,,000 frorn the o;'"g.ar:j2.atiQ;'~ sr;j nny ;'E';ated C'tganizatiors ~ L:$t Ed! of the ()rg(-~njzaticnlsfonner ofilcersl key 2:-'C co;-npenS2tec crnp;oye,es \l/ho rec~iv8d nlCij.e thai $100,000 of tBpOjtac:e compensation frorn the organizatjon and 8!1Y re;ated organizations. 6, List aE of the of9anizatior/sfo:mer dir~ctors or ttus~~ that. re03ived; in the capacii:y as a f()rmer director or trustee of the cfga:';za-~icn, rn0re lha:1 $~iJ,OOO of ;"E.,portabie corr'pensati0\"1 -r;-':lin the orga~;zatlon a!id any reiated organizat!ons_ List petso;;s iji the order inliividua[ trustees or dirE!ctcrs: i~~sti:L:riona! trustc~,,,:~~;: officers; key employee~: t~!ghe~ c,")mp6n~:a:t6d ei:,;~"joye8.s; and former su-::h pe.~sc;n$. ",.J ':::'~2' t", bo,' ,..~ ~~:ao''''''on did ~,=m'.rte ~", 0''''', di:~", Oi ""'."'1"--(0) -r-.-;;;'-l-' ",__ '\(~Mr:':; Ri1;j 'I;t)e ;:',verage j ~'CSL;or (C:leck ::-~il that :.;pp;y r:(:Y:,C(t~l~,)e 5::st:;:"'!c:~,:;o6 r:()i,./,;:. :,(in1pen;~~:1J0[i ire,;v: re~a'\"s<l ar;'~c<..:n~ af ether ;:::Dmperlsation rrcrn me organizaUon 2nd (2'latcQ ::;rganlZ,f;l.t1ons -2j-- _._-------;~ Korer: CO',)K ' ---.-,..,----.. ...---________~____u______..___ .----~-1 i , ! I I ---"'__'_______...._u_..__nn_H______H__ ----.--.....] . I ' , , i i I i -1-----4-----{---------------- :.~~-_=~_~~-==~~~-'-=~~~~-----~_. _~j----+-.;--r . ----,--~.-- .---..-,-- ..------.------L---.-.-,...---i---J,-W.-+-..-+.J -_______-;_______'____' ~~~~~=~~~:~~-~i~~~ , I v, I'~j ~ __ 6,{3,~~ll__-_~.~__,"r~.~ ~__'~,.._~.___~_~.:., Fi~2Illi:~ctc~ _____.~ ~-~~~~_.._-~.;--.--_--_.~ "orm 990 (2009) Veterans Outreach, Inc_ 22-3272976 Section A. Officers, Directors, Trustees, Key Emp!~yees, an"dHighest Compensa~d Employees (continued) W I ~ i ~ I ~ I ~ I Name and tit!" Average I Position (check all that applY) i Reportabie ! Reportable i nours >,ef ;I!? 3'1 ::; TOl ~ I, ~ ~I 6' I ::ompensat;on I compensation I' week C. '20, re !:3; "" rei =r I 3! from I from related II ~o,: ~_.,:I, i I ffi ! ffi I 0' ~ ~ I the II organtza"Jcns I ~ ~" "I I '0 ,';Ii;;1 organization (VV-2/1099-MiSC) I t _ _l ;;; I 0' ,'" 0 I I (W-2!1099-MISC) Ii:::>: "'-; 1'(; i 31' " I J !al.2 I ('b: ~ I I ifii!i:. 'I I I ~I " I ! ! ; ~ it;., I I --------I-----!--L.-+--+----L 0.: I -l- I ______ ----u--.-------uhm-----_____oo________m_i I I ! i I I I I I -4 j__-+___i_~ I i -, I -~------ __,"u___ ______w___._....______.___m____ -I i i I I ! i i I i ------- _-.J,+ I I i I I i--.-__..J____ ~~.________.__~_,._____~____~ < ______________..__..~_~l I \ ! ( t I . I' ---------------------.-------------------------. l--r ! !' I, I i {B} I (c;-- ~~~ription of sefVice-=----L?Ompe~satjo~~ I 0 I 0 [~ 0 I Form 990 (2009) - i ---------------------------------------.------.1 i f ----------------------------------------------~ -l- ----------------- ------------------------------1 I -----------------------------------------------1 I :::-:::::::::::::::_::::::::_:_::::::::::_:~ , I ------------------.------ ----------------------1 -+ ! ------------------.-------------------------.-, I ------------------------------------------~----, i J I ; I l--+ , I ! I I I I I! i i i I -!----l I -I i I, . ! I i I I I I---.W , ; ~ , I ! I ! I . I i i I I i , ----4 I I ---r ! , : ---J ! 10 Tota! ... 180,852j 2 Tota! number of 1lidividuals (including but not iimited to those Ested above) whc. received more than $100,000 in reportable compensation from the organization ~ 0 3 Did the organization list anyformer officer, director or trustee, key employee, or highest compensated dmpbyee on iine1 a? if "Yes," complete Schedule J for such individual 4 For any individuallis!ed on line 1 a, is the sum of reportable compensation and other compensation frorr the organization CinG related organizations greater than $150,OOO?if 'Yes," complete Schedule J for such individual . 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to t'1e organization?lf 'Yes," complete Schedule J for such person _ _~~ction 8. Independent Contractors _______ 1 Complete this table ror your five highest compensated independent contractors that received more than $100,000 or conlpensatiofl frorri the organization. --,..--------,-. (Al Name and bus~fjess address 2 I I I i 1 I _.____ l Total number or indepr'?ndent C-L1ntractors (including but not lim:ted to those Hsted above) who received more than $100,000 in compensation from the oraanization 10> 0 . . ---- -. .Illi. -.p- """'...............,~. -. _..~_ ~ Page 8 Wi Estimated amount a'f ether Gcmoensaticn from the organization and related organizations +- -t-- i i 1 Iii VI L o FCorm 990 (2009) Form SSG (2009) ~ <; :;. '" u: '" '" 'E '" '" Mernbership dues, FUri'::r3isino events d Related organizations. Government grants (contr~butio:1s) . ~-\n G!h?.:f contribut!cns: gifts, grants~ and e f similar amounts Dot inciud8d above _ 9 NOllcash contributions included in f;rl;9S 1a,~1t $ 2a b d 4- 5 6;;. b c d 7a b c d 8a !l# :J - Iii > Ql n:: t b .;:;; .... c 0 9a Ii " iO", b {Ai Total revenue ! I , r:>og~ 917 22-,3272976 r---r {Cl---r~Dj-- Unreiated 1 business ! (Sl Reiated or exempt function revenue ! 1~.1 ~-I---- ~I i "lC I ,--~ !1d! t..---'------..' ----- , ,,~, : r. ~_!~---,~".._--~ I ! fr~f ! _ aus~ness Cede Investment inconle (including dhl~dendsr interest, and other sirniiar an:ounts) . income from investment of tax-exempt bond proceeds. Royalties _ 1- (i) Reel r----- L --==1--- L______ 01 ______ Gross Rents Less: rental expenses. Renta! income or (klss) , Net rental income or (loss) . Grc-ss an10U~Jt from sales c/~ assets other t:12r~ inventory" Less: cost or other basis ! (j) Securit~es 1 (i1) Ot1E:r l"------<-~---~~ i \./j :---~-----~-------~--- , , ; an.j sales expenses. GalL or (Joss) . Net gain or (loss) . Gross income from h..H1draising events (not including $ _____________._ 0 of cGntnbuticns reported on line 1 c)_ Se~:; Part IV, nne "18 a L.ess: dire\::t e:lpenses . b Net i!'lcorne or (loss) frorn fundraising events. Gross income from gaming activities, See Pdrt I\l nne 19, Less: t~in~ct expenses. Net income or (loss) from gamlng activitjes . G.ross sales or inventoI}1 less returns and al!ov'Iances . Less' '~ost of goods soid , Ai; otherreV8!1Ue TotaL Add iines 1'1a-11d. ri VI 0,. <it b L--____~_ a b SHsin(.<S$ CodE'! .115> ~ Form 9S0 (20,)9; Form 990 (2009) ~. \I~~r~n7yutreal:h.lnc ~=-a~"'~- '. .' ~~_~,....~>C_~.,,,~ ~~ __ ~2~LL~ _P;?~!2. ~tement of Functional Expens~_________~_________.__,______~_~___,_.___.__.__,_ Section 501(c}(3) V'.nd crgan~Lt..~tiot1s mU$! complete ali co~umns" AIL~the~?!~~!!l~a,km'S must compl~~e ,-::~L~fl tAl but ate not requi~ to comp!ete cOlumns (S}, Ie}, :>t11~JDL___._.__ ! 1 - . -, -~ I Do not incJ!Jd~ amounts reported on linesi;t;, 7b, 3b, 9b, ::mr!1iJb of Pan VlfI. ~A~ TO":..ai expenses ie} r-' '.:..qram se~.fic.; reI Mar,,,gement am:! exper;~; , ! ---'-'--~---~~--~,---,---~,,;p= t\i v, -,~ i I i I i 01 ~---_._~~-~--~-------- , \ I i 1 O! r-------;::t- !--"-"------4----~-.-._-- . . , j ~---_._-~--_._+-._._--~ 1 i3rants and ot/ier assistance to governrnents and oi~gantzat1ons in the U.S. See Pa~t 1\/ Ene 21 Grants and other assistance to individua!s in ,'."<, v( 1--:" :FO,334! , I i 1 01 1 . I 0, I-----",------,---T"- I 36,272: !-._-~--~ , ! ----+--------------- 2751319~ 195:0i5! r~-.~-.~."'--~'~..-.-.-<-----~-. 2. '> ~ the U.S. See Part !\f) Ene 22. Grants Cind ()ther aS$Lstance to governrnE:T!ts, organizations, an:.-; inc:kJiduaJs outside thf; j 1..1. ~~~---_..._.~'"--~._.~."~~.~,=,~ '~-_.,----., M'~<-__.._,.._~f__.=-~--........_...~----,- ! _....__,-."^,.L-_____~,__...__~~. 14,8~-_~._-J:1LI[~L__~_.___.__.._ , i ! . ,.~___.~_.K___.______."_~~._..____.__,__~._____ U.S. See P3rt 1\1'. ihies -15 and 16. Benefits paid to 8: for members Compensrlf:>n ~J t":.:tHTf'nt of'JtC8r$, d~rectofs_, trustees~ and key ernpioyees . {~o(f:perr:;ation not included above, tc disqualified persons (as defk'i61J under section 4958(f)(1)) and persons described in section 495B(c){3)(B) . 7 Other salariE<S and wages S Pension plan contributions (include section 401 (k) and section 403(b) ernployer contribijtlons) _ 9 Other employee beneftts . 10 Pavroli taxes, 11 fees for se!vices (non-emr.ioyees): at Management, 4 5 6 b Legai. f\cc-...ouflting LObbying PI-ofessional fundraising ser\lices. See Par!. f\f. Hn6 '17 . lnvest'llent management tees . Other . Advertis:nQ and promotion, Offic,,, expenses _ !nformatkm technology. Royalties Occupancy" Travel, Payments oftrave~ Cf enter~innlei1t expf.inSeS for any federal, state, 01 iocal publiC offidals . Conferences, conventions, and meetings ~~=_'~==~~~:,-_~{40~~_. -==~===-~i=---==1~30\~L-====~~== r.-'--'----~-0 ~~...._----- i Ot r---.-~~-~.-.....,...-,..............~ t ~.""...._'__~~-,~_"+__~___.-.-_ i 33,102J _ 3::U02; . i 0 ~ i -------~-~-=-=---.~----- 1_ __u~~35j___ 1 ,~~====~t==--==----= J . 01. . ...: , t~~~~=~:4D~~~~t~_:~=-i~--_-~-~-~ . 1 1 i I ~i I ! ,--_._-~ -+ -r------- i ~ 0; ~___--+ ---J--________ I 01 I i ..-- ~ ~ -+-~ t ------ L-__ 0 _ ~ M_..______;..~_____~ ! Oi 01 01 0 t----.~-~~-"'---7252r----~'~~-4 2521 -----~3-000l~~-----~-- a ~l:!~u~~~_ _ ." _~. _. ~ _ _ _~. _ _... _ _ ~ e., - ". .. ..' _.- ,~~,.' _ ,- ,- ~,~ .... .- -'... , ~ ". ... ~_' ,~_, ~....~,,-~.~~......._ ~~~-.._.__.__~_____~._~._I_.....,.~__..__~..._~~_ b'~ i ?"'('.~! ')-"r'd ,~~9!:!r~y',,~~~09~.?1~ ~ ,,-u _., _ _ _M _ _ __ _ __" ,_ _ ~ ,_. _ ~ __ _ __._ _ ~. _ - t Vl ~ ._ i v_ J ~t~~~~~x;jL~:~':~(:~'U~h2~~f~~~=t~~:t-'-- ~:i--~=-~~ 26 Jt"~nt COS!s:~ \..Ale\~,K . n,,;;{e "t..~....J ,,\\..AIO:f'iH '::,i " SOP 98-.2. Complete this Hne only if the organization reported ~n column (8) joint costs from a cornbinecj educationai calnpaign and fundrais!ng ::; d Eo f 9 12 1:3 '14 15 '16 17 is 19 20 21 ~nterest . Payrnents :0 affWates . Depredatjon, depietion and amortization ~nsvrance . 22 23 24 Other exp3nses, ~te!n;ze 8xpenses not cC"lvered above. (E<ps0ses grouped together and labeled !l1isceUaneolJs may not exce~ed 50/0 or total expens(~s sho\-vn on Hne 25 be!ov1/'.) --":loc~ I . ____~i,~_~___~~,_~~_, Fe-tIT: 990 (2009) s.)Hcitation. _. .,....,..... _ : -.."'_.............-~........_-.._-"'_.-~---~"'.~-_...._...,., Form 990 (2009) -- Veterans Outreach, inc. Balance Sheet : - 1 2 3 4 5 ;; ~) 7 - <ll t'! a (fl < 9 10a i I i 111 , 12 113 114 ! 15 I 116 -'-j '17 j I 18 I I 19 120 (1)1 l!) ! 21 ~ 122 ~! ::; i 23 I ! ~: I , lI)! 81 cl ~l (\'ii JD' 'tli c:! :::l! U.I ~ ; 01 (iiI ~! 30 (Ii I 31 0::(1 .... i (III Zi I 22-3272976 Page 11 (Aj I Beginning of year I 89,588 1 9,0001 2 01 (B) End of year Cash-non-interest-bearing. . . , , , Savings and temporary cash investments, Pledges and grants receivable, net. , . . A\'..GOunts receivable, net. . . . , . , . Receivables from current and former offic.ers, directors, trustees, key employees, and highest compensated employees. Complete Part II or Schedule L. . . . . . . . . Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B), Complete Part II or Scheduie L. . . . . . Notes and loans receivable, net. inventcfiesfor sale Of use. . 26 Prepaid expenses and deferred charges. . Land, buildings, and equipment: cost or other basis. Cornplete Part VI of Schedule 0 b Less: accumulated depreciation. lnvestments-pubiic!y traded securitles. . Investments-ether securities. See Part IV, line 1 '1 . Investments-prograrn-related, See Part iV, line 1 i , intangible assets. .,..... ..... Other assets, See Part IV, line 1-1. , Total assets. Add lines 1 through 15 (must equal line .34) _' Accounts payable and accrJed expenses. Grants payab!e. , . , . . Deferred revenue Tax-exempt bond liabilities. . , , Escrow or custodial account liability. Complete Part IV of Schedule D Payaoles to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part il of Schedule L. . . , . , . , , , Secured mortgages and notes payable to unrelated third parties, Unsecured notes and ioans payable to unrelated third parties, Other iiabiiit:es. Complete Part X of Schedule 0 . Total liabilities. Add lilies 17 through 25, . I I I , 110b i ,I lOa I ! Organizations thatfollow SFAS 117, check here ... nand complete lines 27 through 29, and lines 33 and 34. 17 28 29 Unrestricted net assets. . . Temporarily restricted net assets. PermanentlY restricted net assets , Organizations that do not follow SFAS 117, check here and complete lines 30 through 34. Capital stock or trust principal,. or CUlTent funds. . Paid-in Of capital surplus, or land, bc;Hding, or equipment fund, Retained earnings, endowment, accumulated income, or other funds. Total net assets or fund balances ' Total liabilities and net assets/fund baiances . ~D 32 33 34 48,254 60,547 o o I',', """,-- 0' 'j I I i I , I L I I r ! i ~ I I ! , m 10e I , ' O! 11 I 01 12 i I , oj 13 ! 30000114 I 20:3001 15 I 148,8881 161 ,! 22,5001 17 1 I 18 I I 1f;.l , , .- I 01 I o ~ 30,900 20,300 159,101 24J500 L30 ! 1 '<"I ! ..., .!-- 105,788 32 I 1--__--105,788 33 I 148.888, 34 .i -. l . 94,601 ,_~~J601 . ,~,_ 15..9,1 Ot Form 990 (200'9) Fann 990 (2009) Veterans Outreacrl, Inc. ~n~taiements a~po~ng__~-'" Page 12 22-3272976 -- --------------,------ Yes p.~ccounting method used to prepare the Form 990: (;ash LJ Alx-:!ual 11 Other jf the organization changed its method of accounting from a priar Year or checkr=.d HOther,11 explain in Scheduie (), Were the ()rgani;:::ation's ,1nancia! statements compiled Of revie'J'Ied by an indep,::,ndent accountant? , Were the organization's financial statements audited by an independent accountant? . if ''Yes'' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, rev'iew, or compilation of its financial statements and selection of an independent accountant? . if the o!ganization changed either its oversight process or selection process during the tax year, explain in 1 201 b c Schedule O. d if "Y 83" to !ine 2e. or 2b, check a box below to indicate whether the financial statements for the year \\'ere issued on a consolidated basis, separate basis, Of both: , ~ . rl .. ,~ ~ Separate basis t--l COf'!sciic:atad basis L.~ Both copsoHdated and separate bas;s 3a As a result of a federal 8viard, ,;vas the organ~zation required to unc~2rgc an aud~t or audits as set fortl-1 !i1 the Sip::~le A,ljd~t Act and CHvlB Circular A.-133? . b jf liVes,"~ did the crg2~nizat!on undergo the required audit or 3ud1ts? If the did not undergo the required audit or audits, e~iain why in Schedule 0 and des:;'cibe any steps taken to undergo such audits. I i l ; i ~ ~~~-+----_.~-_!- I X L_ Form 990 (2009) '~.. ~>;.;' I i I ~ _ . .. _ i Lh2:p~riJ;h::::nt 01" in€:: : :"~a$.:':;~J- ~ internal Re';l~fh_::=; Se-f'~'1-:~e ~ p.. Attach to Fortn 990 or Form 9S0...t:Z~ --~~~~.~'~~,...,..__...~,~~--~. SCHEDULE A (Form SSO or SSu-EZ) Public Charity Status ant:! f-!'ubUc Support , r-'^- ~~7ii - .----- (.\\i,8 \!a. >>;:)4&-0047- C,,)mp~ete ifthr.: -?rg~.nil~!'don ~~ a ~eCtitP15C1(c}{:!.) .organization CH":a $~ctiort 4,94"((~H"~} ~1tH1~xemp~ c:har!tabje trust Name of the o:rS-~:l!~rjon Ii- SeEe separate ins'U'lJctitI'1S. i Emp;oy~r icl.~ntific~:ion ~'tL:mb~r \/eterans Ou"tre-scil, inc. ~ 22~32.72976 _____ReasQ!!Jor Public cnariti~~JiJfCrga.;[zati;ns-m'UStc..){i;D,ete this partLSee hiStmcri9!lS- -==_=~-------==~~ The O~ga~ization i~ nnt a pjiv~te fOUl~ldation because r;: lS: (Fo~ ~t~ii?-S 1 through .11; ~~ec~~ O~iY one box:) . ... 1 L..J A. churcn, convention of cnc:rches" or aSSociatK1l1 or crlurches descnbea H"'i $ect~on 170(b)(1)(A;(~)., .-- , I r--r-- A person \vh,:) directJy or controls. B:ther alone 0f t.ogether \t'lith persons described in , ~ ",Yes _,.l.-!~O -. and (Iii) be!ow, 1:'1& govem:nt1 body of tile SUPPOfted organization? ~~iJI I ~ _-I--- (ii} A farnHy nlember of a }.i8rSOn deSGfib~d in 0) above? . ;11(~ U i ~~~ -~-, "." '" '",' ,,, ~ < ,4' ", " i (.~o p, 2>~"j:'; contronec enbty Of -8. person cescnb~d Wi t,~; or a.bove? b1fl(lin 1,_----1-_ Provide tt:~l;?ll2wing infor~~Q.:-~~~wt~~orted.~ 2r~~'1.!~?tio~.~1-,_~_7~'~_~~:_-----::~___"~._"Y'_~'_'-:;-"__~~_ . " " _' " ; :':" _, ! V!_~j j ype 1;4' c~1nJZaUon TIiY) :s Ihi;', orgarnzation ~ fv) Did you nr}trfy ~ {\"t:~ f$ !rre ; f~u! Ari"N.)Un! 0': (r} l'~:~~:<:~i~orrej i ;'11 clN ',:1,,(;:';:: !~~i=;~~B ';;~~~~~~,:~,: 1 ;J":'~~~~~~~ ir, . ~~~;:;~: i~ ~~. ";;iWn ~ ; 1s\~l:' ~fi$trttct;On$).:' L-.<~.~_~~..,..._,__.~,,",,_...,,,-i-,",,___~iPPCf!''? _o__t._...__~.,~~....r~'..,..'_,.._~ i : I 'YitS ~ No 1 y~ ~ No I y\~ I No 1 ---,_._-,--~-_.-;..._._--,_._---t---_._._--_.--t'"--'~----f-.-'-'.' .-{----.-.+-----.~.-.-i~-----.--. ! . ,i, ( i ~ ( ._______,.____+________+_____.~-_~+-.------~.+----+---+-___+.,___+___________-9_ I , I,: I ' I; (\ ----.--l-.-_____.._l________..+.__._.__L.___-L----~,~-_+_---+__.-L__, ,~ , I !!:! Ii' =---= 1--- ~:~=.~----t=~ i ~-ri -f~~t~~~_.~ , i f \ ".. ~ V :2 :3 4 5 I"' !_I ~, s I , L-J 7 !~J ~ r-; '" L-J S n i--J 10 11 11 e L-J 9 h Total .f:.., s-Griool descdbed In sEic-tlon .rrO(b)tH(A}{ii)e Schedule E.) L~, r-l I..--.i :~. hcso;tai G"i ft coooerativ~:: . , serv~(;:,:; de:.:;cr:t}ed i?~ $ie~tit;)~1 ,~ rnedje-c11 research c.rg&n~zation operated ~r'i coni unction vvith 8 !1ospita! described in ~'ection hospitails n,sUYi8: city, and state: Enter tne- Ar; organization operated fer t~e benefit of?i college or university owned or operated by a govemmental un:t d2Sc;;itcd in section '!10(b){1}(A)(iv). (Complete Part IL) /:'.. federal, state, or !ocai government or governmental Lmit described in section 'l70(b)('l)(A)(v}. An orgardzation that norrna!ly reCetVc5:S; d subst;r.rrlial part vi its support frorn a governrnentat unit ot frori"; the descnbed in sectlvn 170(b)(1}{A)i(;i;). (Complete Par, IL) A community [i'ust descrilfl"d in sectioii i1'3(bW~ XA)tvl). (CDmpiete Part pub~!c ~ i . i1 I , ~ An orgarlzat;on tr;f)t nonT,;ally rece~vss: (1) ~'~ofekhan 33 il':, ~<) of' its support from contributicn2~, rr!embershlp fees~ and 9;-085 rt~[;ejpt> rrctn acth:HJes reL:ited to ;ts eX2rnpt to c€:~'1nln exc-eptions\ ar:0 non1cre t,an 33 1/3 Si,) :)f its support frorn gross :nvestr,1ent ~nCtjfne; antj unr6:ated i:.usiness,; tEixabte ~ncorne (less section 511 tax) fro~n businesses a~uired by the org[~nLzat!~,)n 8ftet ..LJne .30, '1'97.5.. See ssetio-f\ 609(a)(2}~ {Cornp:ete Part An organization organized and operateM exciusiveiy to test fey pUbiic safety, See section 50S(a)(4]" An organization organizE'd and operated exclusively for the benefit of, ~(; ;,,;,::;orfnrm the functions or to carry OlH: the purposes of one or more pubiicly supported organizations des::ribed in section 509(a)(1) or section 509(a)(:f.l. See section 50S(a}(3)" C;he.CK th(~: box that descrIbes the type of orga.nizaHon and complete lines 11e through 11h. a r-j Type! b !i c TYPE~ i!i-Functionai!y integrated d ;ij-~()ther By checking this boxt ~ certify that; the organ~zafjc;in is not GontroHed directly or indirectly by one or more' d~squaHfied persons other t~an f()t;nd2:tion tilar!sgers and cthar than cnG or rnore pubHc.1Y SUpportM descriha.d in .s6Ct~Gt1 509(a)(1) or section 509(2)(2), f if !he organization recejved a i.vritten de,terrnjnat~on iTem tne iRS that it ,is z~ Type ~, Type HI or organization, check this box, Since August 17, 2006, rlas the organization accepted any gift or co;,ttiou(;on from any of the following persons? m supporting ,~ ~ J L-..l (I) " ~, For Pd''i2CY AC'r.ltoo Papet'W'ork Reduction Act Hoticet Set: the !irj:$"'e-uctions rOO! Form 990 or 99G-EZ. (HT,t,) Sch0cl!l'" A Worm ;>90 or !l90-EZ} :1000 ScheduieA (Form 990 0,990-EZ) 2009 Veterans Outreach, Inc. 22-3272976 IIIDII Support Schedule for Organizations Described in Sectioris 170(b}(1)(A}(iv) and 110(b)(1)(A)(vi) (Complete only if you checked the box on line 5,7, or 8 of Part I.) Section A. Public Support Calendar year (or fiscal year beginning inJ ... 1 Gifts, grants. contribu1ions, and membership fees received. (Do not include any "unusual grants."). . . Tax revenues levied for the organization's benefit and either paid to or expended on its beha!f. . , . . . . . . , . . . Total. Adti lines "I through 3 " The portion of total contributions by each person (etnsr than a governmental unit or pUbiicly supported organization) included on line 1 that exceeds 2% of the amount shown 011 line 11, column (f). . . 6 Public su ort. Subtract line 5 from line 4. Section B. Total S~rt Calendar year {or fiscal year beginriing in] --;-r~j2005 I 644,2541 Amounts from !ine 4. . . . . . , . Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similal sour::es . . . . . . . . Net income from linreiated business activities, whether Of not the business is regularly carried on. . . . . . . . Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) T ota! support. Add lines 7 through 10. , Gross receipts from related activities, etc. (see instructions) . First flve Y\~,U$. If the Form 990 is for the organization's first, second, organization, check this box andstop here. ....... 2 :5 The value of services or facilities furnished by a governmental unit to the organization without charge . 4 5 7 8 9 10 11 12 13 Page 2 (a) 2005 (b) 2006 (e) 2007 (d) 2008 {e} 2009 (f) T atal I I ! 644.2541 ! i O. I I r j j 732,7301 I I , I OJ I I j I 732 730i 3,423,142 ! 860,9091 -;... ! I , , 1 , I I \ 614,8061 I 3,423,142 o o 3,423,142 , CD) 2006 i I 570,4431 I .,----- (e) 2009 ; if} Total 860,9091 3,423,142 ; I , eel 2007 I i 614,8061 I i I i i , j (d) 2008 I 732,7301 i ~-"~,- ot i I 1 ! , ! r---'----1 i , i nl 4--- i i I i ! o -'-r-- I ! I , ., I ! , ; ----------+-.., I ' , I ! j o o 3,:!g~ 142 third, fourth, or fifth tax year as a section 501 (c)(3) I!Io.-rl .....L.J Section C. Coml!utation of Public Support Percentage __.__.._____---,--:, ________ 14 Public support percentage ror 2009 (line 6, column (1) divided by iine 11, c:oiumn (t)). . . . , . .. i_1LL-___. 100.00% 15 Public support percentage from 2008 SChedule A, Part H, line 14. , . . . . , . . ,. \ 15_L__----.lOO.OO% 16a 33 113% support test-2009.lf the organization did not checkthe box on line 13, and ilne '14 is 33 1/3% Of more, Gheck this DO) and stop here. The organization quali'lies as a publidy supported organiZation. . . . . . . . . . , , . . . . . . . . .!lJ> l2SJ b 331/3% support tro..st-2008.!fthe organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check !hi box and stop here. The organization qualifies as a publicly supported organization. .. ....'..... , .. D 17a 10%-facts-and-circumstances test-2009.lfthe organization did not check a box on line 13, 16a, or 16b, and line 14 is 10~ or more, and if the organization meets the "facts-and-circumstances" test, checic this box aniftop here. Explain in Part tv how ni bl'I" ....ii the organization meets the "facts-and-circumstances" test. The organization QU2,I.ies as a pu i!C y supporiea organization", . . .... i-J b 10%-facts-and-circumswnces test-200S.!fthe organization did not check S! bOX on iine 13, 16a, 16b, or Pa, and !ine 15 is 10% or more, and if the organization meets the "facts-and-cifcumstances" test, c.i-Jeck this box an'iitop here. Explain:n Part lV how the organization meets the "facts-and-circumstances" test. The organization quaiifies as a publicly supported organization. . i8 .. fl '--' ,...-: !fi> I I L..-l Privata foundation. !f the organization did not check a box on line i 3, 16a, 16b, 17a ,0, 'llb, c;lsck this box and see instructions Schedu!l! A (form 900 or 9S0-EZ) 200S Scht;du!e A (Form 890 or SSo.-EZ) 2009 \/eterans OtJlrtc,,-;chj i0C_ mIJJ.r'= "'s!Jpp~rt Schedule for Organizatlons'Oescribe,fln Section 5G9(a)(2:i . (Complete oniy if you checi<ed t~box on line 9 of Part L) Section A. Public Support _ Calendar year (Of fiscal ye.af beginning in) (Explain In Part ~\/.) . L______..__~ O~ _____ oi__---Lu Tota!suPPOltt~{f\d(jfjnes9110cl'1"j,! ~' , 1 and '~2.j - L__--.2:14l25:1L 570.443j 614L692l_Z32.590j~ 86o.g::?1 First five years. if the Form 990 is for the organization's first, se-:::ond, th~;d, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here. Section C. Computation of Public Support Percentage:: i6 Public support perc€;ntage for 200f> (lIne 8~ column {f) divided b~' :;ne 13, t'oh.HTIn (1)) . -36 Public supportee~rentage f'orn 2008 Schedule A, Part lB, line 15. ___' _~ection D. C~mputath:m of lr.vesunen~ Income Per.c8!'l1tage ~~........-"--...__._"'"'"..~-~- 17 investment income p~rcentage for2009 (line 'We, colum", (f) divided by line 13, column (f)) , ! 17 l _G,QO% 18 investrnent incorne percentage frorn2008 Schedu!e p~, Psrt i!!, Iins '17 . j, 1a ! O.OOqlo 19a 331/3% support u,,'>l$-1;009. ifthe organization did not check the box 011 line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 '1f30!i:" check this box and stop hare. The organiz;lt1on qualifies as a publicly supported organization. b 33 1f3% SouP\Xlrt te$t$-:20G3.!f the organization did not c!leck a box on line 14 or line 19", and line 16 it: more than 33 113% am Hne 18 is not iTtOre than 33 1/3clc~ check this r00X ancetcp neriO:, -fh8 organLZdliGo quahfies as a pubHcly supported organizatio,-t. . ~ ;-1 ~ 20 Private foundatjo~~ ~t the .::rganizath:;:1 dkj no: c.heck a box .)r1 Hne ~41 '19a~ or '19b, ct-:eck th~s box and see- instnjc:~ol1s !;Y U ~,~,~_____"'-"'4___4'-"O'O..._ _-~__:o.--...,.:r~",_"-"",,"'-"'''-,,.''''_'',;_'-__--'-- ____-_____~____---....... 1 Gifts, grants. contributions~ and membership fees received. (Do not include 3:lY Hunusuai grants.Ti) . 2 Gross receipts from aomissions, merchandise sold or seivic.es perform"d, orfaciHties fumished in any acbrjry that ls related to thE , ~ DfgHniniJlDi,'S tax-exempt purpose Gross re'ceipts rrorl1 Ee'.dVroes t'lat are not af:- unrelated 'trade or bUSiness under sedler, 5';: Tax reve~1ues levied for the orga.nization's benefit and eitt-,er paid to or expended C!1 its behaif . The vaiue of services or faciliries 4 5 f:; 7a furr::shsd by a govemrnental unit to the organization \v;thout ct'large Total. ,';dd iines 1 through 5 . JA..mounts included on fines 1; 2; and 3 received from disquaHfied persons. b .A~mounts included on Hnes 2 and 3 received from other than cisq:Jslified persons that exceed the greater of $5,000 or 1 % of the amount on line 13 for the year . c Add lines 7'a and 7b 8 Public support (Subtract line 7c fiOm Hne 6.) . .?ection B. Total Supporf--'-'-'--'-'---'- Calendar yea.. (or fiscal year beginning in) 9 ft~mouilts from Jine 6 . 10.. Gross income from interest, dividenas, payments received on securities loans, rents1 royra\ties a;-;d Incorne frorn sknUar sources. b Unrelated busine?s taxabk:'! jncofile tk-:ss: sec:ion 51"' taxes) rmm Du;;inesses acquired after June 30, 1975 . c; Add lines 10" and '1ot . 11 Net income from unre!ate.j business activities not l;;ciuded in iine 10b, vv'hethe:- or not the business is regularly carried Cf'! Other income. Do not include gain or ioss frofn the sale of capita! assets 12 ~13 14 22-3272975 -' ~>age ~:' li>, (a) 2005 1 ~-- l ! ! r--:-:--- ! (e) 2009 I I 1 (b} 2006 (c) 2007 _Jd) 2008 (f) T ota! , i I 860,9091 ~ I 3,422,802 ;.-- I ! 64.ik254 } ~- i ;:~O 443! _.f ~.. +.. 614606 i .---,~....,! i 732,5901 , I I , I f---+---- oi -- 01 ~___+-_____ 0 I l I ! -+-----+ ; ! ! I ~---~--'~~~'~-~- ! o 01 ~-,-~ r..l vi ! I I , ~-,,-,_,.__.,",L_...______Q.. 732,590l ....?.EQ;"~09~ 3,422,802 --_>_---+-____"__..l~ I. CI O( i---S44 ~4r---. 570.4431' 1----~---~ --;:;-;:4- 6"6 r J, '~v f I ---r _..___ 0 o ~-~~g~Q.?- {c} 2007 (dj 2008 I (;0) 2009 !(ffTota! - '-y--- I 732,590! 860,9091 3,-422,802 I I I .. {at} 20G5 , 1b! 2006 I ;:CAA ,,::r- '\"0' AA",I V""T""tj.......V"'tt ~ ~ y...,...,..",J i i I I 614,6061 ;... I l ? ; .-~-...-.~.....---......- , , , 0 ......_--~~....,.-_-_-...- ~'--- t-- +---_,q____-.-l_____~; . .! _ u ;\ 0; Of Oi 0; Gt 0 ~--_.-~---<-r-~-~'------r-----~"'-'T~---..~-.-~-------- C I I . , . ' , , ,---~.-~--_....o;.. ~ . ~ I : ! ---;------ o ---r'----'--~ 3.422,802 , lPD ! .---.--.- i 15 ! 0.00% i 16 i..------- 0,00%' ;--1 .~ L~...J ~cheCufu A {F\.,;nn ~~ or ftihJ~EZ': 2:t;{~ ~ Sche.jGla A (F~m SSG or 9SO-EZ) 2009 'Veterans qutreach, ~nc. ,_. _ _ _ _ _ 22-3272976 F.\tiqe 4- ~ Supplementallnformatro;;:cor.1pJete this' part to provide the'~ati')i1S reciuired by ~?artrr!ine -(0;- '~ ___. Part H, line 17a or 17b: an;:! Part m, !in<=; 12. Provide any other addj!i.2.na! information. S~ lr.structjO~_._._ --------------"'.--------------___________M_______.__.---~-~--..,.~-----_________ ---~-~-.,.-~---------------___________w_,,____&___'.___, ._.._--------------------._--~--_.,--------~-------------~------~~_.._---------------------------_.._._--------------~._--~_.._-------- --~-----.--..----..-----~-----------------------------____M___________.______ --~-------------__________M____________________~________ -------------------------,-------------------------~----.0----------------------------------------------__________u _._____~_________ _.._-~-_._---~---._-----_.._------------------------------------------------------------------------.-------------------~~----~,------ .--------------------..--...----____________N_*_______~-----~-~-M~__________w_________._________..~____N__~____M.____..__~_~r_________ _._---------------~---_.._--"----------------,--~------_._-~~--_.- -..------------.------------------------------------------------- - ------------------------------~----------~-.-----..----------.----------~----~------.---y-,.----------------------______M__W__W____~ ------------------_.,-------,----------------------------------_._-----------------------------------_._-~------~------------~------ --~.----~----------..------------------------~-----~--_w___________~_______~______________.______.~~_____~__-~-..~_________________u _________________________u______________________._____-------------------------...------______w__~_______6_____________________ ------------------~-----------________M_______W_______.--.,_______________...M_..____..________~_L________._~,,_.. ._____ ----------------_~__________________~_~N__._________________"_____.._._________________________~____._______________________________ ---'-----_____.._______~______M_____________________________________~_______________________________._.___.~___________~__ "-~-----------~----~---~______W_______~~~_M_~___M____------------~--------~*___&__~_____b_m~,ha__..________~~___________~ ---------_____M____________________________N_______~____R~________._____~_______._______~_.______._______________a.__~.___________ ------------.--.---.-------------------------------.-----__________~.___________"___________M_______________ ______________.__________M____________________________________________________________~_____________ ---~--________.____________~________________M_________--____M_________.'_____.__.__~_..~.___.u______~_w_, ---------.---------------------------------------------------------------~-------------------_._--------~----------_.- ------_____~_______.__________.~__~______..._M____~.____W_y_"~__~W______~_~__~_K_____M_..__~~_~_~._.______. ---------------------------------------.-------~-----,--------------.'.,-----------------------------______________________ro_______..__ --------------_._--~-----------------~-------------------------~---------------------------~------------- -'.......-_"-_-.--'-'='-~-_.....~-.-=>:,.,,~-""'""~.-...~'''''''''~,~--..._~-~~-=~....''''-.....""""""'..---...."....=,-,....,.,........ SChe<i~~~:.v.A tF~mf;) WJ 0rWl)..f1:"} 2~~ Schedule B (Form 990, 990-1:2, or 990-PF) Schedule of Contributors I OMS No. 1545-0047 I '?)1fi\O 9 i L:::;;@ Departrr:e!lt Q1' the Tr?3St;ry internal Reveni.~e Set..-lee ., Attach to Form 990, 990-EZ, or 990-PF. Name of the organization Veterans Outreach, inc. Organization type (check one): I 122-3272976 Filers of: Section: Form 990 or 990-EZ [Xl 501 (e)( 3 ) (enter number) organization o 4947(a)(1) nonexempt charitable tms1;ottreated as a private foundation o 527 political organization Form 990-PF o 501 (c)(3) exempt private foundation D 4947(a)(1) nonexempt charitable trust treated as a private foundatlon o 501 (c)(3) taxable private foundation Check if your organization is covered by tha3enera! Rule or a Special Rule. Note. Only a section 50i(~)(7), (8), or (10) organization can check boxes for both the Genera! Rule and a Special Rule. See instructions. General Rule D For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money 0 property) from anyone contributor. Complete Parts! and H. Special Rules r--, I l L...J For a section 501 (c)(3) organization filing Farrn 990 or 990-EZ that met the 33 1/3 % support test of the regulations unae sections 509(a)(1) and 170(b)(1)(A)(vi), and received from anyone contributor, during t>te year, a contlibution ofthe greater of (1) $5,000 or (2} 2% of the amount on (i) Focm 990, Part V ill , iine i h Of OJ) Form 990-EZ, Hne 1. Complete Parts! and Ii. o For a section 501 (c)(7) , (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor, during the year, aggregate contributions of more than $1,000 for usexc:/usivefy for religious, charitable, scientific, literar'j, or edUC2)tional purposes, or the prevention of crue!t}' to chlidren or animals< Complete Parts i, !!, and ilL n '--' For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor, during the year, contributions for u.seexclusively for religious, charitable, etc., purposes, but these contributions did no a99reg3te to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete 8<,(11 ofthe parts unless th6enera! Rule applies to this organization because it received nonexdlJsively religious, char'table, etc., contributions of $5,000 or m( during the year . . ' . 0 . .. ...... 0 o. 0 . 0 . . . , . 0 . . .. ,. $ _.._________________..____.. Caution. An organization that is not covered by the Genera! Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, li"e 2 of its Form 990, or check the box on line H of its forrn 990-EZ, or on line 2 of its Form 99Q.PF, te certify that it does not meet the filing requirements of SchedUle B (Form 900, 990-EZ, O! 990-PF}. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990, 99C-EZ. or 990.,PF. (HTA) Schedule B (ronn 9S0, 990.;;2, or 990-PFi (2009\ Fc'cr" 885-5 (2008) . . . . . .. . .. . psg",:3 _---C~iGainS ai1~j:.os;;;~e SCt-te.;.dUle D-1 (Form.l065) to list additional trans_~i?1-jjnes i ~a.!!d 7) ___, DIll Short-Tei'm Capital Gains and Losses-Assets Held O~e '.,'sar or Less -.---------,-----.--.'.--,-----------.--1---------;-- .,...--.------ (aj Dos...;r,ption .)f p,-opertJ i ib'l. Da~e aeD' 'ired i {c"'-';atl~ S,....I-1 ;; {d\ Saiec price ; (e1 Cost or other- basis' t't1. Gain or t~~s\ > ;!'"""Vample:~OQ~r,(~res' ~ '.'. '- ,u _.r. _' l~" ~~. '-'l..., I. ~~ .... :", I ~- ~. - ..", 1 .-.,.~t ~. if \.c^ . -f ';71' r.,... ~. i (n"ionthj day, year} i (mcn!h, ~ay, year) ; (see mstmctiol1S) . {see mstructicms) ~ ~ubtract (e) 'rrom {d) "0, '- ............... "--~----i ----'-1 ~-t------w! -t-'""""- I I ! 1 __~__M____J....__.~_,_~._._~,_..,__.~._.~~'"_____....._i..__"__.__~,___-~-.~--~,~___"".__~_-_....~,_~~~~._ . . , i , ! : : ~ ~ i"~'.'-.H_'-~~~..---.4-.-.--~---r-----.....---~-1'-----'- I I l I ! . i ! ""--~--------~-~---"'~..~-.-._---~-I'--.------....."""""".1'-"..~~'~..-.-.----r~.".-----...""-'-i--'..........----....=------r------..-'--~-~~ i ! : \ ~ t ! { 1 -~._,,--~~-~~--~~---~--.-.,--------..--..!._-____._~_J._----~-.-~-,.- 1 I ; i i ; \ t _________.__~__~"_,_...,_.__L,_~~__...~_...___~_.___________..~~~............._._L__,.....-~.--...,=.--~,----L-.~-~-~._~-.--i_------.,--- "._~____ ------r----.---'--.- 2 Enter short-terrn gain or (055), if anYJ frorn Seh6'dufe [1-1 (Form -HJ65)r Hr;e 2 . ~. 2 J--",~----~-___ [ : 5 Partnership's share of net short-term capital gain (loss), including speciai!y allocated sherl-term capital gains GasSes}i f(om other partnerships, estates, and trusts. , :3 I r-::--i------------ , ; i 4 ' It------~~.,------- i ~ I ( i ; :; 1 f~_i.............______ ;) Short-tern! capita.! ga~n froer} instaUment sales from Fornl 6252, line 26 or :3>7 . 4 Short-term capitai gain (loss) from like-kind exchanges from form 8824 6 Net short-term capital gain or (loss).Combine lines 1 through 5 ;n coh;rnn (1). Enter here and on Form 8865, Schedule K, line 8 Of 11 , : G i 0 ---=-"""'...-----------.-...~,,-- mmI LOi1g- Term Capital Gains <i1nd Losse$-.-Assets Heid More l"tum One Year {ill Descnption of pro"erw r------'---,---...--'----~_.--------.-r--:_------,----.--- {r;:;.. ~mrlo. -'; t~('-"'-r~-:.~ . ~ {E>} Date acql.l!feJ I {~! Dare soid : (a) S,ffies pnce 1 {eJ Cc'st \Jr oU,er nasis t (r) Gah'J ~r (Ior...s) \_,..,XQ\ ~~ :":.:,,, '\:..~~..u "'~ I j-/nonth, day, ~'ear) ~ (montll._ day, year) i (see instrti~tions} I (see instructions) f Subtrs_et (€~) from (0) ... ':.-~--~~-"'-.--'""~--t.~~-.---.---.---~"--....--I-._.-.---..~~- "------.:..._____ i i 1 I ! -.-.r______._____,..__. ;-.--...----.---4.---~--<------t__---- .-.-r-.-'.---'-'" 11 ! ~ ~ I j i ! I --,....-----------.~---~.---------~.----~~-_4____-.----------.j....--~~-._-~~~.__i-~-~---~-~ il' I i 1 I -------.,---,------.--,.---t--..,.-.----+-.... i I I I <"__"_'_ ___.~,___.____._.___+_-..-_-,-_-L- f ! .~-.~-----~.....i.,-----^"'-.--------&~-1-------....---.~.~-----~-,,,-.-J----__,..i'......---I..-----~----,~-~-----~--.. i i \ 8 ; t____~-_----_--- I ! ~.L-4--,~..------,.,- i ' 1 ! 10 f ~~~~____~.___~...t_.~_~~~~__ ! i ..--.--------+----I-.-...-.-----t---.--..--- 8 Enter long-terrn gain or (;oss), if any, from Schedule 0-1 (Form 1065), line 8 < 9 Long-term c.apitaf gain from installment sales from Form 6252, line 26 or 37 10 Long-term capita! gain (joss) from like"kind exchsng.es from Form 8824 . 11 Partnen,.h~p's share of net ~ong-tenn cap;ra~ gain (JoSS), inc~udjng speaaJiy a~;ocated iong~tefn.t capita gains {losses\ t"ronl other partn~3rsh~ps.. f;,st5ites, and trusts . 12 Capital :;;atn dlstributionso Ul.J,-....-.-------- I i i : ~ 12 i r-----..i--.~-.------- ~ ! I ~ 113 ! _,~_~.?. 13 Net long-term capital gain or (los,s)"Combil,e hnes 7 through 12 in coiumn (t). Enter here and on ~ form 8~~5j~!~~~i~J$t Hoe Sa ~r 11 .~~~'"'~~,~~~ _ __ Form 8865 (2QC9; SCHEDULE G (Forrn 990 or 990-EZj "j', . SupplementaJ ~nformation Regarding I Fundraising or Ga.mirua Activities I ...." ~ ; Complete ift"" oi1j<J'iiution ansv,,,,rec. '~{"s" {v Form 99(;, ?art IV, lines 17, 'i8, or 19, or ift!\e I or93.nization ~ntared more than $151'000 on Form 990~E4 bne 6a. ~i_._,..l:.....1-~~ Porn";. ~.O~ FCr:'l~?-EZ:J SlOe ,*""~ra~stl,,ctiollS. OMS No. 154&0047 ""~ N.arr:.....~ of :'iie oT2~rnzatvf; DepartlTien-!: of elt -; re.as\/i lr.temi:! Rewf1ue SB:-v:a- Emp'cy~r j-Ce:rtrrie~vn number 'Jeterans Olitreach~ L <. .... 22~32!'2976 -----------~---- ~ Fuodraising Activities. Complete if the organization answer<>d "Ya,s" to Form 990, Part IV Hne 17', ~. Form 9S0-EZ filers are not required to complete this part. 1 lndicate whether the organization raised funds through any of the following activities. Check ail ti-)at appij a 0 Nlal! solic:tations e 0- Solicitation of non-government grants O.n ~ L.J internet a!'o amaH solicitations f L-] SoHcitation of government grants . i1, ,P;-'.'Of ,'>< SOII'ci'tar'i.o-.l!'; !.' .... <. 'f d . c;---' ,,- . "_ g, ,.speda; .un raising evems d !_J in-perso:l soiicitatkms 2a Cid the oi'ganization have a written or oral agreement ;t/itr any ir:dhriduai (including ofrlCr3i"S; directors] 'trustees or key ernp!oyees listed in Fonn 980; Part \/11) or rn ,-:::onfJe~~t!o:1 \vith professionaf f~.,Hlaraisiilg .ser\dces? Y,,,s N() b if Wte,s,n :;st the ten highest pa!d indjvjdua~s Of entities (fundraiser;o.:.:) pursuant to agreernents under wllich th~~~ rundra~ser is to be comper:sated at !aast $5,000 by t'1e organizatlo;:. ~~--~m~cfjnct~vid~;------l--~\~;'<- ! ~m; ~i~fur~d~;~ihavc f or entity (fundra;ser) I ! custody or control of i i rontributions? ! -!--~-~---~-"'4L- ~ , Yes i No I , 1"! 1 . ~.-.."",__-..l.,",,..___-I..-.--,,, I ; i: I .~----4------_.~----t._-_. l , I I ! --------.---r----l--t---t- I "I . ----+--~ i ! I ! ---+,- i , i ' i ..... . .-~-----"'::--__r__.,,-~~-"'-"'"-.~...,"'- (~~?} Gress recefpts I (v) Arn~~m paid to : ('In ":-.mc;!..!nt paid to from activity I (0:~ i~lalr.eo by) ! {~r ratainad :.:\,-': I TunaraiS€f listec' ,;; , i)f9&'1ization"? I co\. (I) I "j tJl j _',I ~ I r'~ l ~I I 01 I 01 ! S'L 01 ! , _~,,,,,_~1_ ""I iJ! ._-;-- , o 0' ! oj ------~---r I 01 \ ~ o i- u ~_._---~--,- i +--- ~----.-4'---t-.----~---- oj ! ~ I I ! ____._-0__ !: .____ 0: _~~ Of .______ o. +--~--~t_--~~+-,---f. Ci 9L__._.~ .---.L---.~,-1-----.J---_.---2L_-~- oj ___'L i ' t ~ 1 01 ,-5b._,_____,__.-.:~_ List ai! states in which the organization is registered Of licensed to solicit funds or has been notified it [s exempt fro registratk:H1 or licensing_ 0' _~_Qj".__~__~___ 0 I (\~. ,i --4----~:.. Total, .. " __________________~________~.____.__.__.~___w.&___.,~___________WM_..___________________..______._____~____.__________________~~_____ Fur Privacy Act ..nd ?aj'.erworx ReductionJ!\.ct l\i;otICl: Me fu.. ,n$w2ctiort!!; 'fOf Form jliOO Qr 990-EZ, Scl'le(M~ G iF",',~;!'l!iiC or ~ 200S ;::--iTA) Schedule G (Form 990 or ~SO-EZ) 2009 ?Bge.2 ~FUiidraisin9 Evef1ts~C~m~fT.~;o;.g~l;Tz4~tion answe;:~d "Yes" to Form 990:Part rJ, n~e'~";~~pcrted - mere than $15,000 an FOirn 990-EZ, line 6~, Ust~~!lts with grosf receipts greater Ulan ,$5,000.:.-_________..' I (al Event #1 I (b) Event #2 ! (e) Othe,- everrts ! (c!\ T ata! events I ! (dad' c:Ji. ta} through I ---:--.-:-~._- I ---;-----:---- --'--'-_. CA' 1_'_\ i -:.evem lype} L (ever,! type) (total r1tJmb.er) l "--.. \V:1 r---~-----~l ~._~~-~~ i ~-~.-~~-.~<.~,---~- , 1 ~-_>__n_~~____ 0; ~ : ! j ~ --.-~I------.---, 01 ;.1 (~rc:-:;s jncorne O~ne 1 I - rninus Ene 2/\ > 1''''" t II '~----~L-----._. c: ! ! : I cd 01 rl, i ! I I 1________ o~-----..-- o! ,_ Ol_~_____~. i , , _ ~-,-QL.-------i----______ oL___._______,~ ~=_=~1- -~----t-=-=J-=~~--=-~ I oj VI 0' () L. -.---~--.------_t_ ~>~~___ 1 i 9 Other direct expenses , I I 110 Direct expense summa,'?' Add 1i?E'S 4 thrcugh 9 i:! CO!uno" (0) ~Net Incom~ summap{. ,'--orn?ine !1r16 3, ~!Ui1:n (a), and line'!?; _, Wdi&I Gammg. Complete lfthe orgarllzation answered 'Yes' to Form 990, Pdlt iV, line 19, or than $15,000 on Form 990-EZ, line oa. ~ --.-------I-taI8~n;------T- . ibl 'Pu";:'oslinstar,;--l 1<:1 Other gaming --r-(~l T~~~gar.:hg (add, - C I ; bmgo!progress!ve r.M'gC J I co'. (1ij thrcugn COL (cp) m t--.__..~.._~._.--..-_--...-~.t-._-- -t~-'._'~----'~-"~l----".~_..'-'_~___~~_,_,.____, a; i i i i -:: 11 Gross revenue, ~-'-'-r-----'-~---'----f"-----'- -L----.--------t- ljj I 2 (:8_5n prizes <! : ' a; I ,----.---'----i--.~--.--'----.---..1-- @1'11'li" r-' 3 Noncash prlzes , 0 x I ~~-.~--~----.-,.---'--'-.._{-.~-.---. i ..,.....~______.,~'__~._~ , , I I i : i I I ! I ~ r----------.,..----------+-_._______;--_______ i I I ! , I i j i r~-. ~------- ---- .-~==f--._-~-+l--------~ i i L-1 '{e;s ,__mu_% I L_i Yes. u....m~(0 0 Yes % :. L~~~_~_______~~.._r: No __," [J No ~ Veterans Outreach} inc. (1\ ~ (j) > ~ C{ Gross receipts _ :2 Less: Charita.ble c-c'n1ribuiiCfiS _ 4 C:asb pnzes 5 Nrmcash prizes (.'j I ~l w! ~I LL ! -I ;61' - (:. OJ i i € Rent/facility costs. F:Jod and beverages. Entertainmeni U,,\ t I 4 Rent/faciHtv costs ~I 61 --t~. Othe~direE expenses. I i 6 Volunteer lRbOf i ! i 7 22-3272975 0: D !--_.---------,-- -_____., OL-______~_~Q* ! 01 i oj v ~~---~--~-~~-.-_____T----......-..~-..-~----"~.-- ~._~- ~ i I 0'; t,.._~.,----._.~_.._------:.....J.. - . . ~ ~ V -----~~--------~-----_.'- (nore (; r, ~-4~------______,__~~_~ , o Direct expense surnrnai)'. Add lines 2 througr 5 ~n co!urnn (d) . ~ LL_____.___.22 i i 8 Net gaD_~~1come summary. CornbineJne 1, column d, and line '7 ~------r-;--'r-2 i 'i es ' No 9 Enter the staters) in which the organization operates gamins.; activities _ _ _ _. _.. _ _ _ _ _ _ _ _ _.. _ _ _.... _ _ _ __ _ _ _ _ li;lti;0y~~I~~;]2~I?J~;~-li;;; a Is the organization licensed to operate gaming activities in each of these states? _ ,I Sa! l b If "No," expiain: ---.--~--~--------~--------------------------~______________u~______~___________________..,~____________ .~-------y.._----.._--_.._._-----------------_.._-----------,._--_..--~_. ~-----_.._------------_.._---------_.. ----.-_.._~_._-~_.~--~----------------------------_._---------------- ----------.'.---------------------------------.-----,.-------.._------,._--------_..._~--------'._-----_._-~- 10a 'vVere ail;! of the organlzztionls garnir.g Hcenses n:~vGk~~d 1 SUspfF1de,d or term~nated dUf!tig the tax year? b jf "Yes," explain: 1 'I Does the organLz:ation operate garn!ng' ac.1:ivines \vith nonmembers? _ 12 Is the organization a grantor, beneficiary or trustee of 2 trust or a rnember of a partnership or other entit;r formed to adrninister charitabie S::heduh~ G {'fm~\"~ ~9!: c!' 990~E.i::j 20j9 \feteroriS ::)u:reacn, ~nG. 2.2-3272976 Page 3 ~_'~r_....,~"""""~~_""""'~"-.r.",~""""'---~-"~"~-~""'~"""""'~'- ! "'les! No Schedule G (FonTI f<jl' :Y 990-El) 2009 13 lndicate thf; pero~nta~~e of gaming activit) operated in: .rhe organiza!iofijS' f:acHh,y . a b 14 An outs~de facmty i ~ t~ ~~.1-===~~-=-~:'--~;, and records: Enter the [ja~e and address of the person vvho prep;;'\f',es the otga.fi~zaticnls. garninglspecia! events books Name ~ -----------------,--------------------------- ---------------- - ----- --..-------------- J\ddress ~ .---------------------------------------------..-------------- ---------------..--.----- ----- ... ":5a. Does the oi"ganization have a contract \vith a tI!!rd party frorn WhO!Ti the organtzation receives gaming revenue"! b if ll\(e~, 11 t.;:r';i'er the an~ount of gaming fe\iel1Ue teceived anlount of gaming revenue- retained by the third party the Cirganizatior-: ~$ c !f '~Y&S," e-nta:" name and address of the tnird palty: Name ... f\!:!dress I'P 16 Garning managEr inbrmation: i'~ame ~ Gaming n-:anager cornpe.nsatior; !Ii>- :]'; Q Descript!on of ser.iices provided ~ ~ $ and the r--, i_.J Director/officer Employee j-j Lj !ndependerlt contractor 17 I\~andatory distr~butions~ a is. the orga31ization required under state la'N to make: char~tab!e distr~but!ons from the garn;ng proceeds to r~~tain the state garr'llng Hcense? " b Enter the arnount of distr!bution:$ under state ~a\v to be distr~buted to other exempt $ ..-_____.......-..~..-..=,""'~'<__O"'._=....__<:":J'_''''',,.__c~Ic'...:.,..~:li;:,~:~,i...'''';..,,;._'_.,;.", _~~~~2~ j;r:~,.~~ o~g~~:.~~~~.~ti?~~.n e~~!!~~'~~y~i_es .~~rin.g ~!!:::; ta~~~~~__~ Schedu~~:: ~3 {F("jTn tS'J c.;; ~s/)~z:~c~ 2'009 ! SCHEDULE L (Form 990 or 990-EZ) Transactions With Interested Persons OMS No. -,545-0047 Deportment of the Tii;;'?_SU;~?' internal Re'.:enue Se""'!i~ i!o- Compiete if the organization answered "Ves" Of! Form 990, Part IV, line 250, 25b, 2B, 27, 28a, 2l!b, or 2ac, or FO!T\'I 990-EZ, Part V, line 38a or 4Gb. · Attach to Foml 990 or Fonn 990-EZ. ... See se ('irate ins.-tructlons. Gi@09 ~\0- :' :Opeo:fb Public - ~ "' '1~speGt~o.n_ . Name of the organizi!tion i Employer identification number Veterans Outreach, Inc, . . '.. !22-3272976 ___ Excess BeneFit Transactions(section 501 (c)(3) and section 501 (c) (4) organizations only). Complete ifthe organization answered '''{as'' on Form 990, Part !V, line 252 or 25b, or Form 990-EZ, Part V, line 40 ; i I ! '1------------..--- '--,.---.--.-:-----:--.-.-..--~.- I 1 j T-'-------------~-------~---r== I (c) Corrected? j--'-'- I I Yes ! No ! I -+--+-- , , _-'-._ I 1 {a) Name of disqualjfjed person (bj Description cftransactiol1 ---r---'----'--- 2 Enter the amount of tax imposed on the organization managers or disqualified persons during the yea under section 4958 , Enter the amount of tax, if any, on line 2, above, reimbursed by the organization, ,.. $ !<- $ 3 ~ns to andlol' From Interested Persons. Complete jf the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a. . .- , 1 (0) Loan to or from I IC) Original (dl Balance dw? I (e} In default? {f} Approved I the organization? I prlncipa; amount i i by boar::! 0: ! I ',. i ~, I I committee? rro I Fr;;i I r Yes I N~-I Yes I NoF~ i -! I 01 01 Ii! 1 111- ;1 ;lllRT~ i i i c; 0: ~' i i ! r-I~---' 0: 01___ I -t- i---t----r--- -- __________.-.:-r_l.. !-~~-'Of---------Ol -r-r! I~--- Total - . .~____:.. ,., . :.......:-:....._.-:-:-:___...:._.:-_:.....~.$_ _~~~1fi~~I:;"\.:~;,r~);<.. ,'c, '," - ~ Grants or Assistance Benef!ting interested Persons, Complete if the organization answered "Yes" on form 980, Part IV, line 27. (a) Name of interested person ! (by Relations;,ip ;etween h,terested per.>on ar:d t'le i organization ..----==~--l--.-==-==-----.----- _--1. ~ (a) Name of interested person and purpose (g) Written a9reeme!1t? i , i 1 -i-----------.------.-. ! i ! ,-----..----4-----------.-------- I I i i (c) Amount of grant or type of assistance ......_--~-_._--\ l --J"---- t- i ~siness Transactions Involving Intere.-;ted Persons. Complete if the organizatici1 answered "Yes" on Forni 990, Part IV, lint::' 28a, 28b, or 28c (at Name of Interested oerson ~- r ib l Relat;o:::~"'#&er' . T' te] A'~'Ol.:nt ")f I (d) Description of t"ransaction . . . I ! i~t~(es:ed ;;;r~~: a~c "th~: ' transactio!' ! organization 1 "..-.0-_.__ , j (e} Sharing of ~ organ!2aton's ! revenues? f----c--- I I Yes I No ~----__h--__'.~'f...------- -- . I --~-'..-'i.--t--=--. I i 01 ! i _______________, -To-.-=__-==--l_____ 01" _ _-=-=0___ -l-- - -L --= ----------+--------+----------f . - --+! --,f-- ' -.-+- : --c--~~_r__.-+---. I t of ( , -'......-.-,~-._"----~------1-.-________.__'l,--~~--~----.- .~~--'-t-- __-..I---L_.~ I '0' I : A.--i._~_~_ i. J.. ---L..-...~~ For Privacy Act and Pape;work Reductio!) Act Notice, s..~ the instructions fo, Form 930 or !:lSD-EZ. Schoou!e L (Form 99(l or 990-E2) 200'3 (HTAj ~ \jete!'a.ns S:Jutreact:,. :(~~________~__,___~'""___~____~___,~~,_.___.__._ ! Employer ide i :22~327J976 SCHEDULE 0 (Form 990) t ! I I J Supplementa~ Information to Form 990 eM" No, 1545-"0041 Depat'ttr;ent .)f t-:-:e Treas;.;rj jrlterna: Revt:C:ut: Sar\~ce Name afthe urganizatior: Complete to pmvide information tor responses to specific questions on form 990 or to provide any additional information. .. Attach to Form 950. -=':q~f!! _ ~~9 _:::?~1. ~Y.J.)Ei.?_ ;;p_~.._~~9: T_i~_!J9! r~gyi~~ _~~ ,~lIJ~x.€YJ~~~ )~_ i..JG9~! J)9r~Ji~f]~ .P:!_ f~!ld!91~j[~.~...., _ _ _ _ ~ _ ~ _ _ _~" __ _ ~ _ _ _ _ _ _ _ _ .'_ _________________~_________________,._____M__. ______.R.____..__________________________________________N~.~______~~_~_. _M______________________.______~.______.._______.____________________________._________________________________________________ ..------------------------------------------________..______________________________M__'._~___________________________ -------------------------_____________________________u_________________________.__'P..________=___._________ _____wn___._____~_________________..______._______~_w____________________,.______________________________.___________________~ For Pr~vac~!p.ct and Paperwork Reduction Act Not~cej S€!$ th.s instructions for ~~}rm 990, Sch~u~e 0 (Forni 990) 2009 t}iTt.,) Gift Giver's Guide Page 1 of 1 Veterans' Outreach, Bonita Springs, FL Registration Number :CH15902 Expiration Date: 7/23/2011 Revenue Source: 08 - IRS 990 w/ Sch.A (12/31/2009) Total Revenue: $860,909.00 Program Services Expenses: $541,934.00 71% Total Expenses: $764,827.00 Administrative Expenses: $222,893.00 29% Surplus/Deficit: $96,082.00 Fund-Raising Expenses: $.00 0% http://csapp.800helpfla. com! cspublicappl giftgiversquery 1 giftgiversquery .aspx 2/312011 Receipt# 007135963 2/2/2011 3:25:50 PM Dwight E. Brock Clerk of the Circuit Court CQ)ltUu@oeslD ~@@@DCQ)U Customer VETERAN'S OUTREACH 27725 OLD 41 RD STE 103 BONITA SPRINGS, FL 34135-5679 Deputy Clerk BMR CASHIER M inutesand Records@CollierClerk.com 239-252-2646 Clerk Office Location Collier County Govt. Center Building F, 4th Floor 3299 Tamiami Trail East, Suite 401 P.O. Box 413044 Naples, Florida 34101-3044 1 Product QUANTITY DESCRIPTION 1 BMR Solicitation of Contributions UNIT COST $5.00 TOTAL AMOUNT DUE: Cash Tendered: BALANCE DUE: AMOUNT $5.00 $5.00 ($5.00) $0.00 (G@UUO@[f(GU@[f!ko @@!!iliJ Page 1 of 1