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INFO SUMBITTED AFTER MEETING (TACFA)
TACFA Z A M M D f� a C Z 0 'r FOR FINE ARTS February 13, 2007 City of Tustin 300 Centennial Way Tustin, CA 92780 RE: Agenda Item 16 (February 5, 2007 Council Meeting) Fee Waiver Request for the Tustin Area Council for Fine Arts (TACFA) — Broadway in the Park (BITP) (continued to February 20`h Council Meeting) Dear Honorable Mayor and City Council Members, We have provided the additional documentation and information you requested from the Tustin Area Council for Fine Arts (TACFA). We have followed the guidelines of the Basic Threshold Criteria you provided. If you need clarification on any item, please contact me right away at the phone number listed below. Financial Threshold 1. Copies of TACFA's last three years tax returns (Addendum 1) 2. Proof of 501(c) (3) status (Addendum 2) 3. 2006 Financial Statement with current cash balance. (Addendum 3) 4. An internal audit was conducted on November 5, 2005 5. The outlay for BITP is the most significant expense TACFA incurs. The goal is to provide a high quality community arts experience that is affordable for everyone in the community. 6. 2006 Income and Expense Summary Charts (Addendums 4 and 5) Broadway in the Park (BITP) is a philanthropic program offered by the Tustin Area Council for Fine Arts (TACFA). It is a professional production of a classic Broadway musical put on in Peppertree Park in Tustin. TACFA has twenty -nine board members who work countless hours on all of its arts- related programs, including BITP. Seventy -five Muses, members of TACFA's volunteer support group, assist TACFA with its various programs. Over one hundred -fifty volunteers, including board members and Muses, work for up to ten months to prepare and produce BITP annually. With the 2007 budget in place, and the desire to keep ticket prices low and affordable for all, TACFA requested on February 5, 2007 the City to waive fees for the 2007 BITP production, as they had done in 2006. P.O. Box 145, Tustin, CA 92781 Tel: 714- 518 -5519 www.tacfa.org Page 2 • BITP is funded through individual donations, corporate sponsorships and ticket sales. • In 2006, ticket sales covered just 57% of the cost. • BITP has been profitable only three times in its six -year history. • While it is hoped that BITP 2007 will be profitable, this is never guaranteed. Many variables — most importantly corporate sponsor support and attendance — influence the results. • Profits the past two years are attributable to an increase in attendance, the implementation and success of additional revenue streams, and sound fiscal management. Any profits from BITP are used — • to fund existing TACFA programs, increase funding for these programs, and to add new programs. • to pay pre - production costs associated with the annual BITP production, including royalty fees, and scheduled production payments. It is important to note: • TACFA uses 96.5% of its income to support its community programs. (Addendum 5) • TACFA has no paid employees or independent contractors, as some non - profits do. • Members of TACFA's Board of Directors are all volunteers, who share their remarkable talents with the community to promote the arts. • TACFA keeps annual operating costs remarkably low. For example, in 2006, TACFA's operating expenses were only 3.43% of its total income. (Addendum 5) Program Threshold A. Broadway in the Park (BITP) TACFA's signature program, BITP, is in line with the mission of the City of Tustin's Parks and Recreation Department (Addendum 6 ) BITP is also perfectly aligned with TACFA's mission to develop, showcase, and support the arts within the greater Tustin area. • BITP is TACFA's largest and most expensive program, representing 71% of 2006 expenses. BITP requires months of planning and execution, and thousands of volunteer hours. • BITP is an extraordinary high - quality community program that the City is not capable of providing. • BITP offers affordable Broadway musical theater to people who live in the city and near -by communities. Page 3 • BITP serves people of all ages and income levels— from young children to senior citizens, and everyone in between. • BITP has an attendance of 5000 -5500 during its five -night run. • BITP's low- ticket prices ensure that everyone can afford to attend. • Children and families from the Tustin Family and Youth Center, who might not otherwise be able to enjoy such an event, attend BITP for free. Included is free transportation to Peppertree Park and food provided without cost. (TACFA hopes to be able to afford to make this feature available to even more families in the future.) • Group ticket rates are available to organizations that purchase 25 or more tickets. • Local nonprofits purchase group tickets, and in turn, give them to families in need. • The City has been TACFA's partner in BITP for the past six years. In addition to Broadway in the Park, these other programs are executed and funded by TACFA: 1. Art Masters Program in Tustin Elementary Schools Money for arts in the schools has been drastically reduced or removed completely. Tustin's underserved elementary schools have no exposure to the arts. The Art Masters program integrates history, criticism and aesthetics with exciting studio art projects while providing added benefits of cultural learning. With colorful slides and engrossing stories, Art Master lecturers bring to life the paintings and biographies of the world's most famous artists. Students learn to recognize artistic elements, become better observers, and expand their vocabulary as they gain a lasting appreciation of art. For the past two years, TACFA has paid, and provided volunteers, for the Art Masters program at Heideman and Beswick Elementary schools. Letter from Richard Bray, Superintendent, TUSD (Addendum 7) attests to the value of this TACFA -run program. 2. Student Art Show • The annual Student Art Show showcases and rewards the artistic talents of TUSD high school students. • Students create works in a variety of visual media that are put on display for the community to enjoy. • Student artists receive cash awards, and their respective art departments receive monies for the future purchase of art supplies. • Top winners are displayed in the Chemer's Gallery at Enderle Center. Page 4 3. Barbara Benson Memorial Scholarships • Named for long -time community supporter, TUSD School Board member and TACFA Board member, Barbara Benson, these annual scholarships are awarded to TUSD high school seniors who will further their arts education in a post - secondary institution. • TACFA works with the high school's art departments and counselors to find applicants. • Each applicant submits a written application, career goal statement, and letter of recommendation. In addition, applicants demonstrate their particular talents. • A panel of professionals chooses the scholarship recipients. Operational Threshold BITP is well known in Orange, San Diego and LA counties, and is associated with the City of Tustin. The City has been a co- sponsor since the program began in 2001. The City of Tustin receives high visibility and is mentioned in all press releases and marketing materials as a co- sponsor. The event benefits Tustin's residents (some of whom have never seen a live musical performance) by providing low -cost Broadway musical theater for everyone — from seniors to children. As an event unique in Orange County (Tustin is the only city in the area to provide live outdoor professional theatre.), BITP contributes to Tustin's reputation as a farsighted and visionary city. The publicity and goodwill the City receives in return for its investment in BITP is priceless. 2. The need for a determination by the Council is urgent, since planning and pre- production requires at least ten months. In anticipation of BITP 2007, TACFA has been working with the Parks and Recreation Department since November '06, when the '07 budget was developed. Royalty fees to secure the rights to the musical are due now. The contract with the local Tustin production company must be signed, in order to ensure their participation and allow them to engage professional cast members, whose schedules are often determined years or months in advance. 3. TACFA respectfully asks the City to respond to the waiver request in one of the following ways — a. Consider the benefits to the community and the City, and waive the fees, as has been done in the past. b. Allot a small portion of the City's considerable grant money to BITP to cover the expected "share of costs." Page 5 c. Wait until 2008 to implement "cost sharing" for BITP to allow TACFA to adequately plan and budget for it. 4. TACFA will continue to find ways to reach more corporate sponsors and individual donors, and will creatively develop additional revenue streams. In conclusion, TACFA asks that you measure BITP's value to Tustin, with an eye toward what it provides in return: A successful and popular community -based arts event that, because of its affordability and easy access, is enjoyed by thousands of residents and contributes to the city's prominence and prestige. Sincerely, &Jo&�J, Barbara Foster President 714/832 -0982 Cc: Parks and Recreation Commission Attachments: Addendum 1— Copies of TACFA's last three years tax returns Addendum 2 — Proof of 501(c) (3) status Addendum 3 — 2006 Financial Statement with current cash balance Addendum 4 — 2006 Income Summary Chart Addendum 5 — 2006 Expense Summary Chart Addendum 6 — Mission Statement of City of Tustin's Parks and Recreation Department Addendum 7 — Letter from Richard Bray, Superintendent, TUSD Q ADDENDUM Form R NI C0 of the rreasury A For the 3005 cat B Check if applicable: If "'Yes," enter number of affiliates Address change - k lQc) Name change yes u No Initial return (If "No," attach a list. See instr ) Final return 11(d) Amended return r] Application pending Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung n� D benefit trust or private ffcundatlp The organization may have to use a copy of this return to satis v sta9P rpnnrfl— r— ro- idar ear or tax `ear besainninc and i�0eaSe C Name of organization use ORS 00001802. 05/10/2006 10:01 AM Pg 5 J8 No. 1545 -00, E161�R tQ4?ubl3 D Employer identification no. label or q -Q ®AP'D 9 B7 77 print or _ R —7-7- � .L� O" a-IL I'Cal /c i Ij not delivered to street a ___ R Telephone number type. Number and street (or P.O. box if mail irddress See - — ) — Roorn /suite PO BOX 145 Specific F Accounting method: � Cash instruc- City or town, stale or country, and ZIP + 4 Accrual �' � -L CJ El Other (specify) Lions. C section 501(c)(0) organisations and 4947(a)(1) nonexempt charitable F8 and are not applicable to section 527 organizations. Y trusts must attach a completed Schedule A (Form 000 or 980 -IEZ). l-l(a) VIVabsite: D N/A J Or¢gani3ation type 501(c) ( 3 ) s (insert no. _ 527 K Check here if the organization's gross receipts are normally not more than $25,000. The organization need not file a return with the IRS; but if the organization chooses to file a return, be sure to file a complete return. Some states require a complete return. if the organization is L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 1 32 033E i� Check D root required to attach Sch. B (Form 990, 990 -EZ or 990 -PF) �nue Expenses" and Ctianaes in Net Assets nr Fund Balances (See the instructions. 1 Contributions, gifts, grants, and similar amounts received: a Direct public support 1a 53. 318::::x`:::::: Indirect public support c Government contributions rants 1c d Total (add lines 1a through 1c) (cash $ 131 e 31 noncash $ _ ) 1.d 51,318 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 7 3 Membership dues and assessments SEE S 1 �!t.!y 3 n 4 n� 1 4 Interest on savings and temporary cash investments 6 .............................. ........................ � Dividends and Interest from securities , , • . _ ... , • ... . 6a GPOSS rents . ..........I .................... 5 :Ztr>::: ................ I............................. I Less: rental expenses ...................... c Net rental income or (loss) (subtract line 6b from line 6a) 6c . ............................... � ter investment income (describes - -Z— ... 7 C Sa Gross amount from sales of assets other _ (52 other a (A) Securities W than inventory _ 8a b Less: cost or other basis and sales expenses Sb c Gain or (boss) (attach schedule) 8c ; d Net gain or (loss) (combine line £3c, columns (A) and (6)) 8d 9 Special events and activities (attach schedule). If any amount is fror,,ACarr check her Q r a Gross revenue (not including $ _ of contributions reported on line 1a) b Less: dire ...... ............ ............. <V�,L� =t - ct expenses other than fundraising expenses � c Net Income or (loss) from special events (subtract line 9b from Sine 9a .......� ) ..................... 9c 1pa Gross sales of inventory, less returns and allowances . b Less: cost of goods sold 10b -- c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) 10c 11 Other revenue (from Part VII, line 103) . ' ' . 11 -- 12 Total revenue (add lines 1d 2 3 4 5 6c 7 8d 9c 10c and 11 ) 12 132,033 13 Program services (from line 44, column (B)) . 13 _ 91,392 .. in 14 Management and general (from line 44, column (C)) 14 31032 .... ............................... � � 5 Fundraising (from line 44, column (0)) � - -- 15 4 366 s Payments to affiliates (attach schedule) 16 -- -- ' ....... ............................... _ 17 Total expenses add lines 16 and 44, column (A)) .. ................ . u 17 98 , 7 90 18 Excess or (deficit) for the year (subtract line 17 from line 12) 18 — 3 23 r Ln19 Net assets or fund balances at beginning of year (from line 73, column (A)) 1 20 Other changes in net assets or fund balances (attach explanation) ........- - .................... 20 21 Net assets or fund balances at end of ear combine lines 18, 19 and 20 For Privacy Act and Papei;;rorlh Reduction Act Hotice, see the se�aarate instructions. - DAA Form 9 @'I' (2005) s is a group return for affiliates? L J yes ® No H(b) If "'Yes," enter number of affiliates k lQc) Are all affiliates included? yes u No (If "No," attach a list. See instr ) 11(d) Is this a separate return filed by an organization covered by a group ruling? l Group Exemption Number P> if the organization is L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 1 32 033E i� Check D root required to attach Sch. B (Form 990, 990 -EZ or 990 -PF) �nue Expenses" and Ctianaes in Net Assets nr Fund Balances (See the instructions. 1 Contributions, gifts, grants, and similar amounts received: a Direct public support 1a 53. 318::::x`:::::: Indirect public support c Government contributions rants 1c d Total (add lines 1a through 1c) (cash $ 131 e 31 noncash $ _ ) 1.d 51,318 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 7 3 Membership dues and assessments SEE S 1 �!t.!y 3 n 4 n� 1 4 Interest on savings and temporary cash investments 6 .............................. ........................ � Dividends and Interest from securities , , • . _ ... , • ... . 6a GPOSS rents . ..........I .................... 5 :Ztr>::: ................ I............................. I Less: rental expenses ...................... c Net rental income or (loss) (subtract line 6b from line 6a) 6c . ............................... � ter investment income (describes - -Z— ... 7 C Sa Gross amount from sales of assets other _ (52 other a (A) Securities W than inventory _ 8a b Less: cost or other basis and sales expenses Sb c Gain or (boss) (attach schedule) 8c ; d Net gain or (loss) (combine line £3c, columns (A) and (6)) 8d 9 Special events and activities (attach schedule). If any amount is fror,,ACarr check her Q r a Gross revenue (not including $ _ of contributions reported on line 1a) b Less: dire ...... ............ ............. <V�,L� =t - ct expenses other than fundraising expenses � c Net Income or (loss) from special events (subtract line 9b from Sine 9a .......� ) ..................... 9c 1pa Gross sales of inventory, less returns and allowances . b Less: cost of goods sold 10b -- c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) 10c 11 Other revenue (from Part VII, line 103) . ' ' . 11 -- 12 Total revenue (add lines 1d 2 3 4 5 6c 7 8d 9c 10c and 11 ) 12 132,033 13 Program services (from line 44, column (B)) . 13 _ 91,392 .. in 14 Management and general (from line 44, column (C)) 14 31032 .... ............................... � � 5 Fundraising (from line 44, column (0)) � - -- 15 4 366 s Payments to affiliates (attach schedule) 16 -- -- ' ....... ............................... _ 17 Total expenses add lines 16 and 44, column (A)) .. ................ . u 17 98 , 7 90 18 Excess or (deficit) for the year (subtract line 17 from line 12) 18 — 3 23 r Ln19 Net assets or fund balances at beginning of year (from line 73, column (A)) 1 20 Other changes in net assets or fund balances (attach explanation) ........- - .................... 20 21 Net assets or fund balances at end of ear combine lines 18, 19 and 20 For Privacy Act and Papei;;rorlh Reduction Act Hotice, see the se�aarate instructions. - DAA Form 9 @'I' (2005) TUS T IN ) -POG EA COU1 ta'te7r ent Of All o Funr,Vcna( 7 ipsns(,as, orga 00001802 05/10/2006 10:01 AM Pg 6 ins must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) and (4) and section 4947(x)(1) nonexempt charitable trusts hilt nntinnal gin, „h rc-.. « Do not lndude amounts reported on line ( (�) ®gal s (t3) Program ( (C) Management D Fundraising 22 Grants and allocations (attach schedule) - -_ a i:i::: +r2r5k22i: =i':y: fi:•::::'t :Ck2`:k >:::::5 non - (cash $ $ If this amount includes foreign grants, check here �� 2 22 :`ji;i { ?.;`5 ^ ?':jii ^r.:`.� i 23 -- - - 25 Compensation of officers, directors, etc. 2 25 - - 28 Other salaries and wages 2 2t3 - -- - - -- - 27 Pension plan contributions ....... - 27 - -- - - - - - 28 Other employee benefits - _ — - - °- - - 29 Payroll taxes 2 29 - — -- Professional fundraising fees 3 30 - - 31 Accounting fees 2 ��Q - - - - - -- -- - 3 3 - -- _ 33 Supplies .. .............. .......................... 3 33 - - - - -- 34 - - - -- � � - X1.4 3 -- 113 - - 113 - - — -- .... 37 Equipment rental and maintenance 3 37 - - - - 38 Printing and publications 3 38 - -� _ __26 10 Conferences, conventions, and meetings 4 40 - - -- 11 interest — 1 — — 12 Depreciation, depletion, etc. (attach schedule) 4 42 13 Other expenses not covered above (itemize): - - - -- a ....�!�.. TEMENT .. ................. 4 43b Q Q — — 9 — — n 5 5 9 ........ ............................... 4 43c - -- — — d....... ............................... ... .......... 4 4301 - e ...... ............................... 4 43e - - -- - -- ............ .................... I............... 4 431 A A -- - 4 `t©tal functional e rpsnses Add lines 22 - - - -- - - through 43. (Organizations completing columns (B) -(D), carry these totals to lines -- 13- 15)............ 4 44 9 98790 . . - - -91 3.92 Q Q32 -an osts. Check if you are following SOP 98 -2. -- Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? > yQS� No It "Yes," enter (i) the aggregate amount of these joint costs$ - -___ , (6i) the amount allocated to Program services Lill) $— the amount allocated to Management and genera$ _ and (iv) the amount allocated to Fundraising$ Form 990 (2005) DAA Form 990 (2005) TUSTIN _tt`tlas? Statement 0 00001802 05/10/2006 10:01 AM Pg 7 FINE ARTS 33- 0482957 Pa e3 lishments (See the instructions ) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments. vvrrdr ib me urganizauon-s primary exempt purpose? ► ............... ................•..•.......... All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501(c)(3) and (4) organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.) a THE FINE ARTS COUNCIL PUTS ON PLAYS AND ART EXHIBITS .. ....... .... . . ....... ... ......... ..,............................ . DURING THE YEAR, IN ORDER TO BROADEN THE COMMUNITY'S ...... ... . AWARENE S S OF ART. .......• ............................ ............................... ....... ............................... ....... ............ ... ..... .. ............................... ............................... ... ........................... ............ ............................... rants and allocations $ .......... ... If this amount includes foreign grants check here b THE FINE ARTS COUNCIL PROVIDES SCHOLARSHIPS TO WORTHY I... ► ART 1. STUDENTS . .................. ......................I........ . . ........ . ................ .......... ....... I ...... I ...... I .... .. ....... ............................... ...... ............ .............. ......... . .............................. (Grants and allocat .................... ............................... i ons $ ) If this amount Includes foreign grants check here c— THE FINE ARTS COUNCIL PUBLISHES A NEWSLETTER FOR THE ► r PURPOSE OF INFORMING AND EDUCATING THE Y C01HMiJN2T . . . . . . . . . . . . . . . . . ......................... ............................... . .. ........ ............................... ........................ _. OUT TOPICS AND ISSUES IN THE ART WORLD. ..•" "". ................. ... ...... . ...... .. ... .. ..I ........... I ...... .......... "" ...................•....... ....I.......................... ............................ Grants and allocations $ • • • • If this amount includes foreign grants check here d THE FINE ARTS COUNCIL BRINGS ART LESSONS INTO THE .. ........................... LESSONS • ► ............................... . PUBLIC CHOOLS:TO EDUCATE STUDENTS ON ART HISTORY .........................•.... .... ....... ...... .................................... I. ............ ., ................ I...... ....................... .................................. Grants and allocations $ ................. .......... . " " " '.••••••••••••••••••••••• If this amount includes foreign grants check here .... ► E e Other program services (attach schedule) (Grants and allocations $ L If this amount includes forelgn grants check here f Total of Program service Expenses (should equal line 44, column 10- (B), Program services) ► DAA Program Service Expenses (Required for 501(c)(3) & (4) orgs., & 4947(a)(1) trusts; but optional for others.) 83,571 5,02 736 2,058 91,392 Form 990 (2005) 00001802 05/10/2006 10:01 AM Pg u Note: Where required, attached schedules and amounts within the description (A) column should be for end-of-year amounts only. Beginning of year (B) End of year 45 Cash-non-interest-bea ring 777 51 -L60 47a Accounts receivable b Less: allowance for doubtful accounts 47b 43a Pledges receivable 48a b Less: allowance for doubtful accounts 48b 49 Grants receivable 48C 51a Other notes and to'' b Less: allowance for doubtful accounts 52 Inventories for sale or use 51C 55n Investments-land, buildings, and 7= equipment: basis 55. b Less: accumulated depreciation (attach 57a Land, buildings, and equipment: basis a b Less: accumulated depreciation (attach schedule) ................... .. .......... .... L57b 57c 58 Other assets (describe > 61 Grants payable — 62 Deferred revenue W 63 Loans from officers, directors, trustees, and key employees (attach hedule) 64a b Mortgages and other notes payable (attach sc' ...... 64b Organizzations 1hal follow SFAS 117, check here and complete lines 67 through 69 and lines 73 and 74. in 67 Unrestricted 60 Temporarily restricted 5 — 57,258 M S9 Permanently restricted -a Organkzations that do not fo'll'ow"S'F'AS'11'7*,*chec*k'h-e'r'e- n LL complete lines 70 through 74. 0 70 Capital stock, trust principal, or current funds Z 71 Paid-in or capital surplus, or land, building, and equipment fund < 72 Retained earnings, endowment, accumulated income, or other fund' s ........ Z 73 Total net assets or fund balances (add lines 67 through 69 or lines .. .. .. 72 70 through 72; column (A) must equal line 19; column (B) must equal line 21) 1 74 Total li-abilities and net assets/fund balances. Add lines 66 and 73. 24,015 73 5 7 2 5 8 24,015 74 57,258 Form 990 (2005) DAA 00001802 05/10/2006 10:01 AM Pg 9 Form %0( ?005) T�,TSTIN LRETaF COUNCIL CIL FO FINE ARTS 33-0492957 _ ReconcMation of Ravanue per Audited Fio�ao- rW Statements ?i' ilh Raven us- per Return (Seethe Page � instructions.) a Total revenue, gains, and other support per audited financial statements�� ®�� ....................... .... a b Amounts included on line a but not on Part I, line 12: 1 Net unrealized gains on investments b1 2 Donated services and use of facilities b0 :.....•:,, Recoveries of prior year grants Other( specify) :......................... ............................... tn4 Add lines b1 through W ...................... r, Subtract line h from line a ... .................. ......... ............................... 132,033 d Amounts included on Part I, line 12, but not on line a: 1 Investment expenses not included on Part I, line 6b ...... ..............., d1 — - -- 2 Other (specify): .......... ...... ........... — ................ ............................... d2 Add lines d1 and d2 e Total revenue Part B, line 12). Add lines c and d , , , • , _ , .... — ... . . e 1132 0 033 I�art'11l :� . Reconciliation of Expenses per Audited Financial Statements 1YA11th E:,7 anses er Return a Total expenses and losses per audited financial statements a % D 0 ............. ....................... b Amounts included on line a but not Part 1, line 17: Donated services and use of facilities �•��• • •� bl 2 Prior year adjustments reported on Part I, line 20 t:2 3 Losses reported on Part I, line 20 b0 Other( specify) :................................. ............................... .. ............................... b4 ?' Add lines b1 through b4 ......................... ............................... b %? c Subtract line b from line a .. ............................... . .. ...... .............................. s d Amounts included on Part I, line 17, but not on line a: 1 Investment expenses not included on Part I, line 6b 2 Other (specify): Add lines d1 and d2 - e Total expenses (Part l line 17). Add lines c and d e a 0 .. P�trt•11��?►, . Cu rrent Officers, Directors, Trutees,nd Key Emp] ®e (List each person who was an officer, director, trustee, or key employee at any time during the year even if they were not comoensated.l ISpp. fhc> rocs ,-4 ,,,,c A Name and address ( ) �i1iL i4 ... _ _ ..... 3.622 7", �� oCl�1�7i'71CK.T..�'UST7NM C/F� 92705 ...... (D) Ti tle and average hours per week devoted to position -s �R" S I TT,N (c) Compensation (tf not paEd, eater 0 — 0 (DI Contrib. .f employee benefit plans & deferr d r�eri, a on oats �Ic:,) Expense t and other wances 0 � 0 BRENT s :RM I G -- .. .. .... .... 140 S \(1TY -R LB �A E SUS T7L�7 CjA -921t'd ..... ROBER s C 1352 STI CA 921b*6 -- =t �" �A � RL R 0 S E Cats,, ,,A- Y 0 0 0 ........... ........... ..................... I........................ .........I ..... ...... ............................... ............. Form 990 (2005) DAA 00001802 05/10/2006 10:01 APB Pg 10 f orm 990 2005) �C S [ 11`�f Ns EA CO —1 C -11, J ( ® � Z T-9 33-0482957 Pact W. »iA Current Off' 7 �9o�ee � ���� GSep s (C ®ntinued) Pa e 75a Enter the total number of officers, fficers, directors, and trustees permitted to vote on organization business at board Yes Nc meetings ..................... Are any officers, directors, trustees, or key employees listed in Form 990, Part V -A, or highest compensated f- employees listed in Schedule A, Part I, or highest compensated professional and other independent * 4� x; :...:.: contractors listed in Schedule A, Part II- -A or 11 -8, related to each other through family or business :::::.> • .....:......:...... relationships? If "Yes," attach a statement that identifies the individuals and explains the relationships) 75b X c Do any officers, directors, trustees, or key employees listed in Form 990, Part V -A, or highest compensated employees listed in Schedule A, Part 1, or highest compensated professional and other independent contractors listed in Schedule. A, Part II -A or ll -B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to this organization through common supervision or common control? 75....... X ..................... Note. Related organizations include section 509(x)(3) supporting organizations. ,..,, ,__ :,,.,, ,•, ,.•. If "Yes," attach a statement that identifies the individuals, explains the relationship between n this organization and the other organization(s), and des ' cubes the compensation arrangements, including amounts paid to each individual by each related organization. Does the organization have a written conflict of interest policy? a......... ............................... 75d X Forger fffficers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions.) (B) Loans and Advances, (C) Compensation dtlbuen fit plans &defetre dl acci nt and other 75 Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity .. ............................... ......... ......... 77 Were any changes made in the organizing or governing documents but not . reported to the . IRS?. ............. .......... If ............ "Yes," attach a conformed copy of the changes. . ................... 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? ........ If "Yes," has it flied a tax return on Form 990-7 for this year? ..... 7'9 Was there a liquidation, dissolution, termination, or substantial contraction during the year? It "Yes," attach a statement ........................... 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? N � 0 A I "Yes," enter the name of the organization ................ ................ ........................ and check whether it is exempt or nonexempt 81a Enter direct and indirect political expenditures. (See line 81 instructions. ... ..................... 81a b Did the organization file Form 1120 -PDt_ for this year? DAA X X F0 81b I I X Form 990 (2005) �/ Form 990 (2005) 'U S �� I AREA COUNC:l I� FOR � =iC�2.i tiRrt S 33-0482957 / _Palm Vb >: Other 9nuermation (continued) 00001802 05/10/2006 10:01 AM Pg 11 age 7 82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? ......... ....... ebb 501(c)(12) orgs. Enter: a Gross income from members or shareholders :iii:•i +iS :; •.•: •;C }i: :Jii: i'; Yes No b ...................ude''t....................... ............................... If "Yes," you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. sources against amounts due or received from them. ) 82a 88 ........... ............................ At any time during the year, did the organization 87b g son own a 50% or greater interest in a taxable corporation or 83a b 84a b 85 b (See instructions in Part fill.) .... . Did the organization comply with the . public inspection requirements for returns and exem 82b ption applications I Did the organization comply with the disclosure requirements relating to quid pro quo contributions? Did the organization solicit any contributions or gifts that were not tax deductible? ............................ . If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......0A ............. ............... 501(c)(4), (5), or (6) organizations. a Were substantially aII dues nondeductible by members Did the organization make only in -house lobbying expenditures of $2,000 or less ?��1 ............ ........ If "Yes" was answered to either 85a or 85b, do rant complete 85c through 85h below unless .. . the organization received Q� ::;;: ;;;is;;:;,:,�: 83a <:;. X >,•;;;:;,:::; 83b X 84a 88 ..::...................... 84b 85a section 4911 1> .. 0 ; section 4912 .. ;section 4955 501(c)(3) and 501(c)(4) orgs. Did the organization engage in 85b any section 4958 excess benefit transaction :.,:............. a waiver for proxy tax owed for the prior year. c Dues, assessments, and similar amounts from members ......I ......... . ................... 85c d Section 162(e) lobbying -- - - - -- O y' g and political expenditures 85d e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices f Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? to If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? 86 501(c)(7) orgs. Enter: a Initiation fees and capital contributions included onO line 12 instructions.) .............................. 91 a The books are in care of D BTU JC �� �� 90b ..... Telephone no. Located at �> 140 S ! [!r Ff IE, rPTTQrP M 6_R .............:- m7..�1_tl ZIP¢4 D 92782 -2910 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? Yes No .............................. ............................... 91b X If "Yes,,' enter the name of the foreign country► .. ..... .. .. ...... .... . ..t.Bank ..... See the instructions for exceptions and filing requirements for Form T17 F 90 -22.1, Report B a a of . Foreiore! I gn . . ............ Bank • •' and Financial Accounts. At any time during the calendar ear, did y the organization maintain an office outside of the United States? X c If " Yes," enter the name of the foreign country 1> 91c 92 Section 4947(a)(1) nonexempt charitable trusts filing Farm 990 in lieu of Form 1041 Check he . re . .. .............................. _ and enter the amount of tax - exempt interest received or accrued during the tax year Form 990 (2005) DAA ............. I ................ 86a ........ club fa .............................. Gross receipts, included on line '12, for public use of club facilities .;:. >, "•:,..; ..,; >:'•o:� .•. >:�:o:.::. 87b ......... ....... ebb 501(c)(12) orgs. Enter: a Gross income from members or shareholders :iii:•i +iS :; •.•: •;C }i: :Jii: i'; b 87a Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them. ) 88 ........... ............................ At any time during the year, did the organization 87b g son own a 50% or greater interest in a taxable corporation or < ?�_��' «`;�`�' �•'::::�:::•'::> partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701 2 "`'' and 301.7701 -3? If "Yes," complete Part IX Ha ...................................... ............................... 501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under: 88 b section 4911 1> .. 0 ; section 4912 .. ;section 4955 501(c)(3) and 501(c)(4) orgs. Did the organization engage in � :::. .�::.:;:;•:<•:: <::z::;trss >:;. any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year ..... 89b IN sections 4912, 4955, and 4958 d Enter: Amount of tax on line 89c, above, reimbursed by the organization 9Da List the states with which a copy of this return is filed D NO ................ " ... ' . • .. " ' . " b ...... ............................... Number of employees employed in the pay period that in March 12, 2005 (See . • instructions.) .............................. 91 a The books are in care of D BTU JC �� �� 90b ..... Telephone no. Located at �> 140 S ! [!r Ff IE, rPTTQrP M 6_R .............:- m7..�1_tl ZIP¢4 D 92782 -2910 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? Yes No .............................. ............................... 91b X If "Yes,,' enter the name of the foreign country► .. ..... .. .. ...... .... . ..t.Bank ..... See the instructions for exceptions and filing requirements for Form T17 F 90 -22.1, Report B a a of . Foreiore! I gn . . ............ Bank • •' and Financial Accounts. At any time during the calendar ear, did y the organization maintain an office outside of the United States? X c If " Yes," enter the name of the foreign country 1> 91c 92 Section 4947(a)(1) nonexempt charitable trusts filing Farm 990 in lieu of Form 1041 Check he . re . .. .............................. _ and enter the amount of tax - exempt interest received or accrued during the tax year Form 990 (2005) DAA I arm 990 ( 2005) TUS T IN ��� C0� . L. FOR FINE ARTS 33-0,482 1 0000 1802 05/10/2006 10:01 AMP 12 partUfl final sis ®� lnccru�a��rodu�o� act �° S PaceB Note indic 93 a b C d e t 9 94 95 99 97 a b 98 99 900 101 102 103 b c d e 104 5 too Enter gross amounts unless otherwise ated. Program service revenue: �s ee the Instruciuons.) Unrelated business income Excluded by sec. 512, 513, or 51 E Related or exempt function income A Business code ArnounI Exclusio code Amount — Medicare /Medicaid payments Fees and contracts from government agencies Membership dues and assessments Interest on savings and temporary cash investments Dividends and interest from securities Net rental income or (loss) from real estate: debt - financed properly not debt - financed property Net rental income or (loss) from personal property Other investment income ........ Gain or (loss) from sales of assets other than inventory Net income or (loss) from special events Gross profit or (loss) from sales of Inventory Other revenue: a — --- — — 5,93-0 _— _ 14 636 :: <<: >: >::;:::::: >:::: >:s.;;; = >s> :; :::< >.:;;: >;:;: >;::;•;:.;:;;:.; :<: ;::;:;.;:;: .::.:::: ::.:::.::::.::................. •< - • • • • -- -- -- — -- -- _ - °— -- — - — '- --- °- — `" Subtotal (add columns (B), (D), and (E)) iT-1,1 /n4A 1i�.. ,n� ..... ........... :: ":`::': "" ® 636 ! � ....................... ............................... 80 715 Rtote: Line 105 plus line 1d Part i should a ual the amount on line 12 Part I. art i/I�I`: Relationship of Activities to the Accorru iisrn hent of E t M p't P urpmses_(See the instructions Line No. Explain hove each activity for which Income is reported in column (E) of Part VIl contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes). N/A - - Worf'mation Re ardin Taxable Subsidiaries and Disregarded FE---nticas See the instruct ('q (B) (c) — (c) ions.1_ Name, address, and EIN of corporation, Percentage of Nature of activities Total income partnership, or disregarded entity ownership interest End N/A — a Information Regarding Transfers Associated ? /adth Personal Benefit Contracts See the instructions. (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? yes X No (!b) Did the organization, during the year, pay prerniurns, directly or indirectly, on a personal benefit contract? Note: If'- es" to b file Form 8870 _and Form 4720 see instructions). yes ® No Under penalties of perjury, I declare that I have examined this r� ++rn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration ofr (other than officer) is based on all information of which preparer has any knowledge. Please Sign — -- ��i r@ Signature of officer ��� - — E I C Date I 1 Type or print name and title. I I����J� — Paid Preparer's — Date Pre arer's SSN or PTIN pa'ii Check if p signature RTC A . ����� self- (See Gen. Insir. W) f raJarPr °s _ —Q�!� employed P�'� Use Only Firm's name (or yours JOHN H ROHM CPA EIN � O 0 _195-2307061 0 if self �33 ; C � AN AVE -- - address, and ZIP + 4 Phone - - _ ®R�`�GE C�� 92865-1604 ► 714 DAA Form 990 (2005) (F"oTrn 990 or 980 -EZ) of the Name of the organization 00001802 05/10/2005 10:01 AM Pg 13 (Except Prlvate Foundation) and Section 501(a), 5o` g), 501('k), 501(n), OMB No. 1545 -0047 or 4947(a)(1) Nonexampi Charitable Trust Upp�zmsnlary lnforrnat6cn -(Saa sSparata inStTUmfOons,) D MUST be completed by the alcove organuRaVons and attached to their Form 000 or goo-EZ � UN Employer Identilication number COCIL FOR FINE ZAR 1 TS ����o��au�cwauudos �,�: sa�� r�v� rao nre�t r'clov trn,p�oyess Other Than Of firers-, © Terrors, anal T7us-ass '— (See eoe I of the instructions. Lis( each one. If there are none enter "Bone." (a) Name and address of each employee paid more (b) Title and average hours Td) Contnb. to (a) Expense than $50,000 p - -- per week devoted to position Qc� Comp. emit. ben. plan, account other NONE -- — - -- &deferred com allowances 1 otal number of other employees aid over D - - -- . �$50,000 —�— :::`:;: #$'s %. 'L. S'•!;.•.: ,:i <'i ?: •4f <i:•.J, P, �i �L �� each ®n� (��etP�er u � • � r Fr ® #ei� there Services (See pecle ® the Rve i 6 ...........�.. i 9 n�a 'f the instructions. � � �l �1en4 ��n� r��t�r� � � o e `ndividuais or ff, s)• I' mere are none enter °°Bone.`" a Name and address of each independent contractor paid more than $50,000 _ P 1\10�E (b) Type of service �cD Compensation .............................. ....... ............................... ..... T — ...... .......................I....... .. ............ ..... ............................... Total number of others receiving over $50,000 for :s >s:;::; .;<.,<;::; :;;:•<;.;;.: .pri•:,> professional services `::e�: ,: sr ;.;a.';.::;::::::: >s >:<::;r:;;s .:.:::..•, :;:,:,:�� ''pis• , :•.:.,,:::.::.::•.,. ;;;r ; k.;• .......... � List eac r �v�IO der ®rrnet^i seu-vuces � truer ta�an rotes �r� for Other Services c ©ntrecto p ionai services, �v>tet�er individuals or firr��s. i�� ��ere ere none�en�er �9one. °° See �pe�e � e� �xp-ae onstructions ) - -' Qa) Name and address of each independent contractor paid more than $50,000 —" NONE -- (b� Type of service�fc)°Compensa4ion .. ............................... ... - -. 1 - Total number of other contractors receiving over ::;;:,::;;::::;:: .::<.;;;:;::: >,;;:::;•:;;::,,., $50,000 for others �: <a:,.:..:�:•c•.;, :•:- -- ID For Paperwork Reduction Act Notice, see the Instraictpons •for Form 990 grad FOTM Og � ff �� - : >:;�;`"� .::.:;:::.::::: •.: ::<•::<.;r•:=:,:::.<:.:e >'s;';> • Schedule A (Form 990 or 990 -EZ) 20000 5 DAA 990 or 990 -EZ) 2005 TUSTIN COUNCIL FOR !SINS ,grTS f rt lll< Statornants AbouIt _cID Ues (Seepage 2 of the instructions.) 00001802 05/10/2006 10:01 AM Pg 14 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in connection with the lobbying activities> $ _ (Must equal amounts on line 38, Part VI -A, or line 1 of Part VI -t3.) .. ............................... Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI -A. Other organizations checking "Yes" must complete Part VI -13 AND attach a statement giving a detailed description of the lobbying activities. 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is "Yes," attach a detailed statement explaining the transactions.) Yes I No X a Sale, exchange, or leasing of property? ............. b Lending of money or other extension of credit? .... .................. ' ' ' ' ' ' ' ........................ ........ I............................. c Furnishing of goods, services, or facilities? � ' ' ' ' ' ' ' ' ' ' ' ' ' d Payment of Compensation (or payment or reimbursement of expenses if more than $1,000)7 ...................................... e Transfer of any part of its income or assets? 3a Do you make grants for scholarships, fellowships, student loans, etc.? (If "Yes," attach an explanation of how you determine that recipients qualify to receive payments.) b Do you have a section 403(b) annuity plan for your employees? ' ... g During the year, did the organization receive a contribution of qualified real property interest under section 170(h)? 4a Did you maintain any separate account for participating donors where donors have the right to provide advice on .............. ............................... the use or distribution of funds? , .. ...... . . . .. . . b Do you provide credit counseling. debt management credit repair, or debt ne otiation services? ... . . . . —g— 2a 2b c a � 2e 3a X 3b 3c 4a J 4b ..... . F?�rt4Y,! Reason 'Tor FOundato ®n BtvWs (See pages 3 through 3 of the Instructions.) The or anization is not a private foundation because it is: (Please check only ONE applicable box.) 5 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i). e A school. Section 170(b)(1)(A)(ii). (Also complete Part V.) 7 A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iii). 8 A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v). 9 A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state ID An organization operated for the benefit ofi a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv). (Also complete the Support Schedule in Part IV -A.) 11a An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV -A.) 11b A community trust. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV -A.) 12 W An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxablo income (less section 51 i tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV -A.) 13 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) lines 5 through 12 above; or (2) section 501(c)(4 ), (5), or (6), if they meet the test of section 509(a)(2). Check the box that describes the type of supporting organization: > I I Type 1 _ T 1pe 2 I I Type 3 Provide the following information about the supported organizations (See page 6 of the instructions. (a) Name(s) of supported organization(s) (b) Line number from above 14 F1 An organization organized and operated to lest for public safety. Section 509(2)(4) (See page 6 of the instructions.) DAA Schedule A (Form 990 or 990 -EZ) 2005 00001802 05/10/2006 90:01 AM Pg 15 Schedule A . (Form 990 or 990 -EZ) 2005 TUS IN AREA COUNCIL FOR FIB ARTS 33-0482957 _ Page 3 ) Support Schedule (Complete only if you checked a box online 10, 11, or 12.) Use cash method of accounting. I\IM v„ r es , ,.., Calendar year (or fiscal year tner)innlnr In > 15 Gifts, grants, and contributions received. (Do a ) 2004 (b) 2003 me o of accountin c 2002 _ Qd) 2001 — e Total ._ not include unusual grants. See line 28. ) 16 Membership fees received , , , , , , , , , , , ,,, 17 Gross receipts from admissions, merchandise I 5531 _ 4 6 u O 2 8 7 2 (5 7 9 3 8 o 6 473 r 3® 3 — n 3 f 5 sold or services performed, or furnishing of facilities in any activity that Is related to the organization's charitable etc., 2urpose 18 Gross income from interest, dividends, 68 321 BILL 10 5® 2 3 ®� - 236 222 amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired b the or anizatbn after June 30, 1975 19 Net income from unrelated business 2 0 9 — 281 384 6 7 8 1_,552 _ activities not included In line 18 20 Tax revenues levied for the organization's v -- benefit and either paid to it or expended on its behalf ,.•.,,,,,,, 21 The value of services or facilities furnished to 0 the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the ublic without char e ..... 22 Other income. Attach a schedule. Do not include gain or (loss) from sale of capital assets 0 23 Total of lines 15 through 22 ............. 88,833 V 105 753 60 563 7 3 299 892 63,670 .......... .....::................:..:.... 0 24 Line 23 minus line 17 .., 25 Enter I %of line 23,,,., ............... 20 512 88 24,243 , 058 10,264 606 651 414 7 6 Organizations described on Sines 10 or 11: a Enter 2% of amount in column (e), line 24 ► b Prepare a list for your records to show the name of and amount contributed by each person ( other than a governmental unit or publicly Supported p y pp organization) whose total gifts for 2001 through 2004 exceeded the a ou m nt s -tow ' n In line 26x. Do not file this list with your return. Enter the total of all these excess amounts ® c Total support for section 509(x)(1) test: Enter line 24, column (e)✓ ................. ............... . . . . .... . . . . . . . . d Add: Amounts from column (e) for lines: 18 19 -- 2 26b ► e Public support (line 26c minus line 26d total) —� • ' .... .................. • � (P =w_ nom_ - r_ -- - ...... ...... ....... .. 27 nrnnni— pp ®art percekt A e ^line 26e (numerator) divided by fine 260 denominator 260 26b "—� ii> •«<`'. ><' >.: >v. >::• >r« > ?:_: >>:.:•:: >:; 26c ` ?ti": 26d ::::;;:;.- m^•^:^•.;�^.^;n -.�, �s ?`3 <3 iii ??:� >•'ai<� ?E: >: 26! 28 DA ,,,,,,,w 114 uuuu a rings lo, Iu, ano 1 / trial were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person." Do not file this list with your return. Esher the sum of such amounts for each year: b For an amount included in line 2003 ( ) 2004) 0 0 (2002).... 0 2001 y 17 that was received from each Person other than "disqualified persons"), p ( q p ), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger the amount on line 25 for the year or of (1) (2) $5,000. (Include in the list organizations described in lines 5 through 11 b, as well as individuals.) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2004) ............. 63,321 (2003) ....... .....7. 5. f.5.1 :0 (2002) ... ........ 45 � � �� (2001) ..... 31x.0.92. c Add: Amounts from column (e) for lines: 15 53, 303 16 8 8 1 17 236,,222 20 21 ® 3 > 27c 29,3,0 d Add: Line 27a total. and line 27b total 2 Y6 6 , 222 > 27d 216 22 2 e Public support • • • • pport (line 27c total minus line 27d total) .... . . . . . . . ... . . . > 27e 82 'lie ...... .. .... ............ J otal support for section 509(a)(2) test: Enter amount from line 23, column (e) b 27f 299,892 Public say ::...::::::•;rs » >: >:: ;3 g support percentage (Bins 27e (numerator) divided by line 277 (denominator)) > 27 27 . 3825 % h investment income percenta�(iine 18 column (e) (numerator) divided by line 27f (denominator)) ............. > 27h 0.5175 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2001 through 2004, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief _description of the nature of the grant. Do not file this gist wvith dour return. Do not include these grants in line 15 A Schedule A (Form 990 or 990-EZ) 2005 Schedule A (Form 990 or 990 -EZ) 2005 DAA 00001802 05/10/2006 Schedule A (Form 990 or 990-EZ) 2005 TUSTIN AMEE1A COUNCIL FOR FINE ARTS 33 ®0482957 'P.M � .� Prro�arss Stt�hao® Ques annalra (See page 7 of on���uctri�ns.� the boy an Hns 6 in VPar1jVj- -- 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? 30 Does the organization include a statement of its racially nondiscriminato rN policy toward students in all its' ... . ` ` ` ` ` . brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? 10:01 Aft Pg 16 Page 4 �© — N L Yes z 1 .. .. .y..... iscrim .... ry policy through . n ... newspaper r bro .... . as the organization publicized its raciall nondiscriminatory news a er or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, i ram P g m a way that makes the policy known to all parts of the general community it serves? If "Yes," please describe; if "No," please explain. (If you need more space, atta'c'h a separate statement) 30 3 ` "' ............... .... > ..... ........... ..... ........................................ ............................... ...,... °............................ ..... ............................... . .......... ........... E 2if:? is �2 >:. s ;• 32 ............. ........ I ............. .......... .... .... ................. .................. ........... ................. ............ ......... ............. Does the organization maintain the following: ........ � ::'.r.. ?Ei>'i a b Records indicating the racial composition of the student body, faculty, and administrative staff? Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? ......... ........ ..... ..` o d .... .............................. . Copies of alI catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? Copies of all material used by the organization or on its behalf to solicit contributions? • ° ° • .............. • • • • . . • .. ` -- 320 If you answered "No" to any of the above, please explain. If you need P ( N more space, attach a separate statement.) ................ ............................... ........ ......................... .................. 33 . ............... . Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? •' " "" ............ ............................... .... 33a b Admissions policies? .... ............................... 33b _ c Employment of faculty or administrative staff? ................................................ ............................... 33c d Scholarships or other financial assistance? .. ............................... ........................... _ e Educational policies? ..... .... .............................. ............................... .... ... ...... 33e v, i use of facilities? ........................... ............................... ......... ............................... ... 33f g Athletic programs? ................................................................ ............................... .... 33 h Other extracurricular activities? .... .......................... . ........... 33h If you answered "Yes" to any of the above, please explain. (If you need more space, attach a separate statement. ) ." .. ............................... 34a Does the organization receive any financial aid or assistance from a governmental agency? .. ............................... 34a 34b....::::.. b Has the organization's right to such aid ever been revoked or suspended? ..... ............................... If you answered "Yes" to either 34a orb, please explain using an attached statement. • � � • ` ` ` • • 35 Does the certify organization 9 rUfy that it has complied with p ith the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75- 50,1975 -2 C.B. 587 covering racial nondiscrimination? If "No," attach an explanation Schedule A (Form 990 or 990 -EZ) 2005 DAA rte' 00001802 05/10/2006 10:01 AM Pg 17 Schedule A (Form 990 or 990 —EE7.) 2005 '7T USTIN ATEREA COUNCIL FOR FINE ARTS X 33-0,482957 Page 5 '�� Lobbying E,, pandKuTas by Ciacfln@ public Charities (See page 9 of the instructiens.) _— ITO he f ggm lgted P—N that tiled Form 5768 N/A Check D a if the organization belongs to an affiliated roup Check D if you cheated °°a°' and "limited conkrol° revisions ar�ply. Limits on L ®b��in� ��nd °lt�tres� (ai (b) Affiliated group To be completed totals for ALL elect; (The term "expenditures" means amounts paid or incurred) --- -.._ ... .... ......... •,. •.., ,,, ,..., -... ,, 1,:.uari vv Un pcn4� Y I UI CYIe InSirUCCIOnS.) organizationsg 36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36 C21endar year (or fiscal ear bnr ink on) D - - -- - ............... 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37 - -- - - --. -- -- (d) 2002 38 Total lobbying expenditures (add lines 36 and 37 38 — -- - - -- - — - -- - - - _ -- . . ............. 39 Other exempt purpose expenditures • - -- -- - - -- 40 Total exempt purpose expenditures (add lines 38 and 39 45 Lobbying nontaxable amount -- .................. 41 Lobbying nontaxable amount. Enter the amount from the following table- _ ::;;t ?; l6 the amount on line 40 is- The lobbying nontaxable amount is- Not over $500,000 20% of the amount on line 40 .... . Lobbying ceiling amount ( 150 / of line 45(e)) . ::..:.•> :a:: .a.::; .,, �••::a ,•.?:s:::: :? ?:•: .,».>:::•. :r•::;:.;:?:;::::>: : ::•:::. � ;;:;:;:sraS.t::i :: s•: },,......:, •. Over $500,000 but not t over ver $1,000,00 OUO .. , . , , $100,000 plus 15% of the excess over $500,000 ...., .............. ..•`:.?::• .: ?. >So-::r::::: r::•: ,:;:;•::i::a::o:; >ix; ? <.:: ?.;:. ; .mss•. ?.iE::x;>:;ai;S <c$i ::ii� ?:: Over $1,000,000 but not over $1,500,000 . , . $175,000 plus 10 % of the excess over $1,000,000 41 47 Total lobbying 2x enditures . , , , , , , • Over $1,500,000 but not over 1 $1,500,000 $ 7,OOD,000 .. , , $225,000 plus 5% of the excess over Over 000 $ 000 :f $1 000 000 . 42 Grassroots nontaxable amount (enter 25% of line 41) 42 .::; <s .:; s<<s >:: >as » >tz:<:::: = >r :Ytii'G >i iii '.' :.;:. : ................. >. >iS �•:::... :;.:.:;:: :: >;:::.,: :.;:•:•:. •.;. a•:.:.•...:.:.. •:. 0: ?� ?:s:.:••�:•:::•c•:r: <:•: ••: ti `,:.: `.:'.•'t•:•: %:�`. <?:..,•. .y }.. 43 Subtract line 42 from line 36, Enter -0- if line 42 is more than line 36 43 48 Grassroots nontaxable amount 44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38 44 Canlivn; If there is an amount on either line 43 or tin c•',�`: #:F%::'�::;•.�::::�:•: - -- e 44, you Heist file -Form 4720. ;�,:�.•;, :,,;�,;; 4-Year Averaging G'wincl Under Section ~501(h):,: (Some organizations that made a section 501(h) election do not have to complete C.:.. 6F...: ..6 -.. �:<•::•::_ �•::.*...<>,.:. �::•:.:> ���;`>..,»:.> r??.;..>:.:..•: :?<,,;; ;::A•:; >::�.'c•':� ?<<': ;.,..; ,.,�.; :::.> ?: all of the five columns below, (For reporting only by organizations that did not complete Fart Vl-A ) (See a e 11 of the instructions. N A During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, Through the use of: Yes No Amount a Volunteers ;j b Paid staff or management (Include compensation in expenses reported on lines through c h.) "`'' ` c Media advertisements <<: 3's` >,,L:;:'s:•: :>::,,: ^:::«;:> ............. Mailings to members, legislators, or the public ............................. .........•..................... e Publications, or published or broadcast statements ......................:..... I Grants to other organizations for lobbying purposes ..... ..... ................... g Direct contact with legislators, their staffs, government officials, or a legislative body ......................... h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means r Total lobbying expenditures (Add lines through c h.) ?> > If "Yes" to any of the above also attach a statement giving a detailed descgn! on of the lobbing activities, Schedule A (Form 990 or 990 -EZ) 2005 DAA --- -.._ ... .... ......... •,. •.., ,,, ,..., -... ,, 1,:.uari vv Un pcn4� Y I UI CYIe InSirUCCIOnS.) Lobbying Expendilums During 4-Year Averaging Period C21endar year (or fiscal ear bnr ink on) D (a) 2005 (b) 2004 (c)- 2003 (d) 2002 (e) Total — —` 45 Lobbying nontaxable amount Lobbying ceiling amount ( 150 / of line 45(e)) . ::..:.•> :a:: .a.::; .,, �••::a ,•.?:s:::: :? ?:•: .,».>:::•. :r•::;:.;:?:;::::>: : ::•:::. � ;;:;:;:sraS.t::i :: s•: },,......:, •. ^ >::�s..... .... : x• ..........::. ...., .............. ..•`:.?::• .: ?. >So-::r::::: r::•: ,:;:;•::i::a::o:; >ix; ? <.:: ?.;:. ; .mss•. ?.iE::x;>:;ai;S <c$i ::ii� ?:: 47 Total lobbying 2x enditures . , , , , , , • 48 Grassroots nontaxable amount " Grassroots ceiling amount 150 /° of amou t •. :•:,..•?;?.:•:::::.:::::: :::,: >..:::: >:�::::���z ...,�.. >�«::« >: r.. . 50 Grassroots lobb in ex enditures .. . .Jt 'i •. ii*E•;: 1 —L.L— w (For reporting only by organizations that did not complete Fart Vl-A ) (See a e 11 of the instructions. N A During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, Through the use of: Yes No Amount a Volunteers ;j b Paid staff or management (Include compensation in expenses reported on lines through c h.) "`'' ` c Media advertisements <<: 3's` >,,L:;:'s:•: :>::,,: ^:::«;:> ............. Mailings to members, legislators, or the public ............................. .........•..................... e Publications, or published or broadcast statements ......................:..... I Grants to other organizations for lobbying purposes ..... ..... ................... g Direct contact with legislators, their staffs, government officials, or a legislative body ......................... h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means r Total lobbying expenditures (Add lines through c h.) ?> > If "Yes" to any of the above also attach a statement giving a detailed descgn! on of the lobbing activities, Schedule A (Form 990 or 990 -EZ) 2005 DAA 00001602 05/10/2006 10:01 AM Pg 16 Schedule A(Eorm990or990EZ) 2005 TUSTIZ ;IZA COUNCIL FOR FX RTS 33-0482957 rt 9G. ,X: lnformaflon �i3a ard1 ng Transfers To and Tra�u�ac�6on� an1d RRr Ba Onsh P Jutth iVoncharitable Page � Exempt OrganizaV(onf' fee page 72 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: (i) Cash Yes No ................. ................I.............. 5la u 2K . ...... ............................... ii) Other assets Other transactions: • • • • • a(H) bpi .bit x _..iii _ �— X b(vi) c� (i) Sales or exchanges of assets with a noncharitable exempt organization ............. li ... ..... ....... Purchases of assets from a noncharitable exempt organization . ' • ' ' ' ...................... ............................ ott Rental of facilities, equipment, or other assets ' ................. .I............................. (iv) Reimbursement arrangements ..... ' .............. . . v) Loans or loan guarantees ...................... ....... (vi) Performance of services or membership or fundraising solicitations Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any transaction or sharin arran ement, show in column d)the value of the i Line no. Amount involved other Name of noncharitable exempt organization assets, or services received: Description of transfers, transactions, and sharing arrangements aza is ine organization directly or indirectly affiliated with, or related to, one or more tax - exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? D Yes �? 17© b If "Yes," complete the following schedule: ........... ...... Name of organization –_ —__ Type of o g)anization Description of c relationship DAA Schedule A (Form 990 or 990 -EZ) 2005 00001802 TUSTIN AREA COUK -1 FOR FINE ARTS ----7 5/10/2006 10:00 AM 33- 0482957 Federal Statements Page 2 FYE: 12/31/2005 Statement 2 - Form 990 Part II Line 43 - Other Functional Expenses Program Service 13,785 489 1,550 5,500 61,014 55 754 2,641 50 1,220 325 1,812 2,058 Mgt & General 1,060 327 181 $ 91,253 $ 1,568 Fund- Raising 2,661 205 1,500 $ 4,366 2 Total Description Expenses $ EXPENSES INSURANCE 1,060 FEES & DUES 327 FUNDRAISING LETTER 2,661 SPOTLIGHT 13,785 TUSTIN ART LEAGUE 489 STUDENT ART SHOW 1,550 SCHOLARSHIPS 5,500 BROADWAY IN THE PARK 61,014 GUILD 55 WEE SITE 754 CHAMBER MUSIC 2,641 CARNEGIE HALL MATCHING 50 PROMOTION & FUNDRAISING 205 MERCHANT ACCOUNT FEES 181 TH MADRIGALS MATCHING 1,220 UCI GERIATICS PROGRAM 325 STAGE PLATFORMS & EQUIPEMENT 1,812 ARTS MASTER PROGRAM 2,058 MAYOR'S DINNER DEPOSIT 1,500 TOTAL $ 97,187 Program Service 13,785 489 1,550 5,500 61,014 55 754 2,641 50 1,220 325 1,812 2,058 Mgt & General 1,060 327 181 $ 91,253 $ 1,568 Fund- Raising 2,661 205 1,500 $ 4,366 2 0000/802 TUSTN AREA COUN oL FOR FNE ARTS -- 33- 0482057 sTal IFel- e)m and FYE; 12/31/2005 5/10/2006 10:00 AM page 1 Farm 090 uNc o� Description _ _ _ Cash _ _ Noncash DONATIONS,SPONSORSHIP& SCHOLARSHIPS $ 51,3_18 — TOTAL $ 51,318 $ ---- - - - - -- 0 _ _V ota� $ —_ -- 51, 318 $ 51, 318 / \ 08115/2005 10:20 A e 9 Pg 6 1� � � OMB No. 1545 -0047 1 oT ©r anj, %a"1jC0n 2004 Under sectibn 5a1(c), 527, or 4947(a)(1) of Zhu Inlarnal Ravanuo Code (except black lung Department of the Treasury bena,111 trust or private'fo�nndaflon z f :tu tfal( Internal Revenue Service 1> The organization maayhave to use a copy of this return to satisfy state reporting requirements. 115pEG #){jrl � ®r'1i}Oe 2004 calehdaP .ear t)P tai �eaP bepinnBn¢� _ r°1, 77d erJdin 8 Check if applicable: }'lease usq) MS C Name of organization � .0 Employer identlficallon no. Address change label or 33-0482957 Name change print or Tt US IN -VIQ EA cou2C XTI! 's odsR 117 z7� ARTS E Telephone number Number Number and street (or P.O. box if mail is not delivered to street address _ Room /suite Initial return ape Final return See Spa Hl ® E - -- - -- F Accounting method: X Cast --_ City or town, state or country, and ZIP ¢ 4 Arnerided return Ins4rwc C7 Accrue! Other Applicationpendind � Tip -9TIN — CA 92_�8c1 -0145 (specify) OSection 501(c)(0) organizations and 4947(a)(1) nonexempt charitable H and i are not applicable to section 527 organizations. — trusts mead attach a completed Schedule A (Furm 990 or 990 -EZ). H(a) is this a group return for affiliates? Yes No G �9ebsila; � ��� 41b) If "Yes," enter number of affiliates t Organizatlon 'type H(c) Are all affiliates included? [] Yes No only one D �01(c) ( __bche 1 ig insert rlo.� 4947 a o_r_f1 527 "No," (If alt. a list. See instr.) K Check here if the organization's gross receipts are normally not more than $25,00. H(d) Is this a separate return filed by an The organization need not file a return with the IFS; but if the organization received a — organization covered by a group ruling? Yes No _ Form 990 Package in the mail, it should file a return without financial data. Sorhe slates 1 Groin xem lion Number► ra uira a cornpla,e return. M Check if the organization is not required —_ L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 > _ B 3 - _ to attach Sch. B (Form 990, 990 -EZ, or 990 -PF). -van us, ENp� 1393, and Cl1angas on 'Ns� Assals or ,,'Fun d E alances See: a e l8 of the instructions. 1 Contributions, gifts, grants, and similar amounts received: a Direct public support ;.;;.:•: Indirect public support ...... c Government contributions (grants) d Total (add lines 1a through 1c) (cash $ 15 ® 663 noncash $ 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 6 8 32- 7 3 Membership dues and assessments 3 Z 640 ................................. ............................... Interest on savings and temporary cash investments 4 20 D 5 Dividends and interest from securities .......... 5 So Gross rents ...... .............................. ....... sa. b Less: rental expenses p c Net rental income or (loss) (subtract line 6b from line 62) 6c .................. ............................... 7 R ' 7 Other investment income (describes a Ala Gross amount from sales of assets other (A) .SeUUrltle5 Other - -_ � than inventory —'� as ;:;:::�:;:•: ........................... <: >E'•:it:it: u b Less: cost or other basis and sales expenses -- 3b c Gain or (loss) (attach schedule) d Net gain or (loss) (combine line 8c, columns (A) and (B)) 8d ...................... .. 9 Special events and activities (attach schedule). If any amount is from gashing, check here a Gross revenue (not including $ of ?^% contributions reported on line 1a) a b Less: direct expenses other than fundralsing expenses �gb — t��� • _ c Net income or (loss) from special events (subtract line 9b irom�4rr�e 9 to ; 4 .................... 9c —__ -- 10a Gross inventory, sales of less returns and allowances" � �� 5 10a tE \ 1 b Less: cost cf goods sold J' � 10b _ c Gross profit or (loss) from sales of inventory (attac�ul ) (subtract line 10b from line 10a) 10c 11 Other revenue (from Part VII, line 103) . . 11 12 Total revenue (add lines 1d, 2, 3, 4, ... ....................... __ ......... .......... 5, 6c, 7, 8d, 9c, 10c and 11) 12 g E 13 Program services (from line 44, column (B)) 13 �9 o ........ 14 Management and general (from line 44, column (C)) 14 ep n - 15 Fundraising (from line 44, column (D)) ..............................°°..° ....,.......................... 16 _��: s i6 Payments to affiliates (attach schedule) 16 s 17 Total expenses (add lines 16 and 44 column (A)) „ • • 17 96,989 AL l S j� 18 Excess or (deficit) for the year (subtract Vine 17 from line 12) _ 19 Net 15 —8,156 assets or fund balances at beginning of year (from line 73, column (A)) 19 32,171 a.. t ............................... 20 Other changes in net assets or fund balances (attach explanation) - ®r ...... ............................... 21 Net assets or fund balances at end of ear combine lines 18 19 and 20 Privacy Act and Panerwnrk Rprtrrrfinn Art w-iira n sr,,, n...... -_e_ - - 20 21 24,015 nstructions. - )AA Form 990 (2004) 21 zt oaf::::: >: T U 5TnL7 1s�2, EGA Spa`,lerrianl of All FOR FINE 'I'S 33 °04829! must complete column (A). Columns (B), (C), and (D) are 08/15/2005 10:20 Af4P�q 7 for section 501(c)(3) and (4) organizations �5 � oya anu section 4avi Do not DO"1CWe amounts r'e'ported on line 6b Qb, 9ba I Obv or 16 of Part a 1 nonexempt charitable trusts (A) Total but o tional for others. See (B) Program page 22 of the Instructlona. (C) Management (D) Fundraising 22 Grants and allocations (attach schedule) ............. non- (cash `�— cash $ ) 23 S ecific assistance to Individuals p .................... 24 Benefits paid t0 Or for members 25 Compensation of officers, directors, etc. .... ........... 22 ay 2 3 services _ and oeneral : ":'„'�•,.',•r '`y�x,::#''•k�.•s >:.!a.;q - rq .h �i �..,,��.3�',.y.:.: J�•;R.. '- �kfFC,`J_t�"iry:#$4I:{;$ +: r `iq ,;•y;:•`•: ;. `•� k•$ y3:}y'y�q�y`,•. c%.V. >`:.gA;::..ti�•y:, ">:'$:.' crx:?:`` .•5:::::::�r:�fi= t3.2.:.?�.:i ^:. '�`.'� H�`•'. -j �•r�••:�•�.,'�•.k4 yy{{e• �,..k;` :ck:X'i.:;;:.? rwY•vFNr,� .v y;yy h \,:'{j�, #; .•,.",C•4,:; #::`2r :••�q'4: v.:;:. ^; `•.` �•,. iq' ��,^:?•° y`: �.• �;: z .•:`>�:.�?x- tSr$- e•;•.ti$;•y•.:: 24 25 28 Other salaries and wages .......... 26 _ 27 Pension plan contributions 27 2B Other employee benefits 28 29 Payroll taxes 29 30 Professional fundraising fees ......................... 30 -- — 31 Accounting fees 31 -20 — — - 320 32 Legal fees ................. I .......... I............. 32_.,' — 33 Supplies ............... 33 — �', 406 34 Telephone ........ .. ............................... 34 - 35 Postage and shipping ........... 35 550 275 33 Occupancy ........... ............................... 33 3e Equipment rental and maintenance 37 3B Printing and ;publications 3B 3 23 2 - - -- — 39 Travel 3B — ° -s 40 Conferences, conventions, and meetings 41 Interest .............. ............................... 40 - 41 -- 42 Depreciation, depletion, etc. (attach schedule) 42 43 Other expenses not covered above (Itemize):a �- b SEE' ST2kTEMENT I .. ... .. ...........I ....... ..................... 43b 9-L—B �� � �� a , 37' -9 291 43c ...................... ............................... c'1.......... 43d — a...................... ............................... 43e 44 T alai Tuncllonal wzpansas (add lines 22 - 43). 07ganizations __ c�0attn� columns rd - ;D , car thasa totals to lines 13 -15 44 5 Z -gws 9 9 5442 3 5 51 '3 , 2 9.� eu auua ma tie aoaa�. a.lscu,h U IV yuu d1 u iullOwing out- uti-L. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? D F1 Yas NO If "Yes," enter (1) the aggregate amount of these joint costs$ — ; (11) the amount allocated to Program services $ (Iii) the amount allocated to Management and genera$ ; and (1v) the amount allocated to Fundraising$ Rart.:�ll:.• 5talzr sn1 'DI PTa —T1m Service Accomplish ueruQs Bee page 25 ®f the jns!rucluDns.) Wh All of O org a b C J at is the organization's primary exempt purpose? P Program ss-f lica E;rpansas ............... ... ...... ( (Required Tor 501(c)(3)8 a f Total of'Pro2rarn Satvtca Expenses (should equal line 44, column (S) Program services) 90 542 DAA Form 990 (2004) /�j D 08/16/2005 9:04 AM Pg 8 TUSTIN A M/A C0 t(�� FOR FINE_ ARTS 33- 04829 ( — -- Pace 3 ..................... ai :IV.— ce Sheets (See page s ®f the instructions.) Note: Where required, attached schedules arid amounts within the description (A) - - -�(B) - column should be for end of ear amounts only. Be innIngof year - End of year 45 Cash-non-interest- bearing ...................... ............................... - - - ' 45 _ -- 3E' , 43 Savings and temporary cash investments 2 3 �_ 8 5 46 2 0, 178; 47a Accounts receivable 47a ................ - - - - b Less: allowance for doubtful accounts 47b 47c 48a Pledges receivable 48a .......... ..... b Less: allowance for doubtful accounts 48b 4gc 4�J 49 Grants receivable ................. ......... 50 Receivables from officers, directors, trustees, and key employees A (attach schedule) 50 _ - -- -- _ S S 51a Other notes and loans receivable (attach schedule) 51a _ Z b Less: allowance for doubtful accounts 51 b � - -- - 51C - -- -_ -- - -� 52 t 52 Inventories for sale or use 53 -- - - - s 53 Prepaid expenses and deferred ferrred red . ..... .. 54 Invest charges m ents - securities Cost ...................... .........�L.FMV _ _ _ ® 54 - _ _ 55a Investments -land, buildings, and equipment: basis 55a b Less: accumulated depreciation (attach .::,..,..,. schedule) 55b -_ 5 5 c _ - - 56 55 Investments -other (attach schedule) , .. , . 57a Land, buildings, and equipment: basis 57a : b Less: accumulated depreciation (attach in schedule) 57b ......................... ............ _ - -- 57c 58 58 Other assets (describe 0, -_- ) 59 Total assets add lines 45 through 58 must equal line 74 ....................... 32,171 59 24,015 L i 60 Accounts payable and accrued expenses 31 Grants payable ............................. .... ............................. -__ 60 - 61 _ - 62 a 62 [Deferred revenue b 63 Loans from officers, directors, trustees, and key employees (attach .......... Ischedule) ..................................... ............................... 63 �- — 64a - i 64a Tax- exempt bond liabilities (attach schedule) 64b t b Mortgages and other notes payable (attach schedule) . .............. 65 i a 65 Other liabilities describe - -_� ( j S 66 Total liabilities add lines 60 throw h 65 ........ ............................... 0 66 0 Organizations that follow SFAS 117, check here and complete lines �- 67 through 69 and lines 73 and 74. ;.. N F 67 Unrestricted ............................ ............................... - - 32 171 67,;. � � ,, 0 � 5- -- e u tn d A . ...... 68 Temporarily restricted ........................... . ............................. 69 Permanently restricted Organizations that do not follow SFAS 117, check here � � and 68 69 i s B complete lines 70 through 74. s a eI t a 70 Capital stock, trust principal, or current funds ............................. . 71 Paid -in or capital surplus, or land, building, and equipment fund - 70 71 - -- -- 72 s n 72 Retained earnings, endowment, accumulated income, or other funds c 73 Total net assets or fund balances (add lines 67 through 69 or lines o e r s 70 through 72; column (A) must equal line 19; column (B) must equal line 21) 32,171 _ 73 2 A 2015 74 Total liabilities and net assets / fund balances add lines 66 and 73 L ............ 32,171 74 2 4 Z 01 Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. Flow the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part Ill, the organization's programs and accomplishments. UAA jr^ Fnrm QQn 1911nd1 TTTRTTN worn PnTTAT r 08/15/2005 10:20 Afsui,Pg 9 W^7!% t+ %T" rr..n.. ..1_ - - -- - - -- - -- - - -- -- _ Reconciliation of Revenue per Audited ��. ., ��— vYVC7ai Page A `'•.ft >`:; «tai:::.:: Reconciliation of Expenses Audited Financial Statements with Revenue per . .........:.,:..... :. per Financial Statements with Expenses per Return See -page 27 of the instructions, Return a Total revenue, gains, and other support rt ...................................... ............................... ....... a Total expenses and losses per ► P audited financial s tatements a 88,833 audited financial statements ► ,.,.a.. ,• ` < z a }^ : • }'::• }::.::• >:.: b Amounts included on line a b but not on b Amo " n " ' Amounts in Included on line but ...................................... ............................... line e1Form 9 F 90• not ................•..................... ............................... online 1 7 Form m 990: ............. ................ .............. ....... I ............... . ����•, (1) Net unrealized gains on (1) Donated services and use > investments $ of facilities $ .; .:r. (2) Donated services and use (2) Prior year adjustments of facilities $ reported on line 20, (3) Recoveries of prior ° Form 990 $ j z year grants s Y 9 nt $ ( 3 ) L es reported o rted o n line 20, a•: (4) Other (specify): Form 990 s: $ (4) Other (specify): eci fy): ?: $ Add amounts on lines through 9 ;ek ...b Add amounts on lines (1) through (4) ► C Line a minus line b ► c 88,833 c Line a minus line b ► c 96 989 ;:<:� >�::;:; >;<ss: d Amounts u is in elude do n li e n 12 ................ d Amounts included on line 17, Form 990 but not on line a: >E ' } Form 990 but not on line a: H ;f y Y (1) Investment expenses } h (1) Investment expenses not included on tin e .,....;;, .•, ., Y•A.4:Y •<•,•: �. }.. no t i ncl uded n line ..w.. 6b, Form 990 6b, Form mt 990 :•>x r<• L ) Other (specify): e CI ' z u.: (2) Other (specify): � } $ :• 'r' . ... ....... •d • ,• iF�t tj'i<ij :yh: d Add d amounts on lines (1) and (2) ► Add amounts on lines (1) and (2) 1111- • `$ °..... s Total revenue per line 12, Form 990 a Total expenses per line 17, Form 990 line c plus lined . , 11- e 88,8331 ► 96,989 �::rt�` ski >: r ..� s�•,u: .,. I el _ w• — [..W: O, vn CLwr Z, r t ust.ees, ana n,ey tmployees (List each one even if not compensated; see page 27 of the instructions.) (A) Name and address . SUE GORMAN 11105 MATTHEWS DR TUSTIN CA 92782 LYNDA. BJOIN .. I ...... . . ... 14221 GALY TUSTIN CA 92780 -2306 .... DIANE BOWERS PO BOX 145-TUSTIN CA 92781 -0145 (B) Title and average hours per week devoted to osilion PRESIDENT AS NEEDED TREASURER AS NEEDED SECRETARY AS NEEDED (C) Compensation (If not paid, enter .0., 0 0 0 (D) Contrlb. to mPllsr dafen, eed 0 0 0 (E) (E) Expense account and other allowances 0 0 0 ...................................... ............................... ................. ........ I .................. .......... .................... I ........... ............... ...................................... ............................... ................•..................... ............................... ............. ................ .............. ....... I ............... . • - - - - -• • - - - - -. -• ••�, ...r ��c7vo "u,uwa:u cumpensatlon or more tnan $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations? lo- Yes []X No El If "Yes," attach schedule -see page 28 of the instructions. ]AA Form 990 (2004) r1 r_� 08/15/2005 10.20 AM,Pg 10 I 'Form990(200 TU5!l:INN AREA COURMC —Iv, FOR FINE ARTS 33- 040295'1 Pie Fiff. - . 01heT hn7vrmallon (See, page 28 of the jT1StTUCfl0ns.)__ Yes N© 75 Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity ......................... .... ....... ................... ............ ............................... 77 Were any changes made in the organizing or governing documents but not reported to the IRS? It "Yes," attach a conformed copy of the changes. 76 05h "I U 77 Gross income from other sources. ('DO not net amounts due or paid to other 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? If "Yes," has it filed a tax return on F ®rrra 99 0-T for this year? ... . 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year'? If "Yes," attach a 78a 38 1' 78b ;partnership, or an entity disregarded as separate from the organization under Regulations sections statement .... ...... ............................... �'Q A 80a Is the organization related (other than by association with a statewide or nationwide organization) through comm' 'on membership, governing bodies, trustees, Officers, etc., to any other exempt or nonexempt organization? 101 b If "Yes," enter the name of the organization P> 79 88 X #` 80a . section 4911 ?> 0 • section 4 912 )0 0 ;section 4955 !11> 81a Enter direct and indirect political expenditures. See • n . 1 • s t u and check whether it is LJ exempt or nonexempt. P P Ilse 81 instructions 81a :�s »r:::.; a<: »:..::: >:•;:.:::.:;: _ b Did the organization file Form 1120 -POL for this year? ....... ........ ... ............ 82 ............ ..... ......... a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge 81b a statement explaining each transaction 89b X or at substantially less than fair rental value? b It "Yes," you may indicate the value of these items here. Do not include this amount as Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 > 0 revenue in Part I or as an expense in Part II ( See ins tructions in Part Ill.) . • • • . , 182t 83a Did the organization comply with the public inspection requirements for returns and exemption applications? _ ..................... b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 84a Did the organization solicit any contributions or gifts that were not tax deductible? ......... ............................... b If "Yes," did the organization include with every solicitation an express statement that such contributions .R 83a ` `z•' <'`` ...X. Ma 831b 84a ............................... dumber of employees employed in the pay period that includes March 12, 2004 (See instructions.) ........ 95b 91 or gifts were not tax deductible? .I ���� ..............I......... ..... ........ ......... 85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? vza ......................:..... b Did the organization make only in -house lobbying expenditures of $2,000 or less? Y��lF� ............... ..............................: If "Yes" was answered to either 852 or 85b, do not complete 85c through 85h below unless the organization 04b 4b Locatedat > 1110TTHEW DRIVEr'USTIN® �� ZIP +4 ® 85a 92 85b .92 .......... ............ ..... and enter the amount of tax - exempt interest received or accrued during the tax year received a waiver for proxy tax owed for the prior year Dues, assessments, and similar amounts from members 86c Section 162(e) lobbying and political expenditures 85d Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f ............ Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? N If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its :. 85 ": ".`: ::' :':<.'•.:. ,•.'.,,<.• reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? .N//A 501(c)(7) orgs. Enter: a Initiation fees and capital contributions included on line 12 862 05h b Gross receipts, included on line 12, for public use of club facilities 86b ": ".`: ::' :':<.'•.:. ,•.'.,,<.• 87 501(c)(12) orgs. Enter: a Gross income from members or shareholders 87a b Gross income from other sources. ('DO not net amounts due or paid to other Duress against amounts due or received from them. 38 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or ;partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701 -2 and 301.7701 -3? If "Yes," complete Part IX ...... 88 X 3Ja 501 c 3 organizations. Enter: Amount of tax imposed on the or anization durin the ( )O 9� P 9 g year under: section 4911 ?> 0 • section 4 912 )0 0 ;section 4955 !11> 0 b 501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction — _ during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction 89b X c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 > 0 d Enter: Amount of tax on line 89c, above, reimbursed by the organization > 0 Ma List the states with which a copy of this return is filed ?> NONE ............................................... b ............................... dumber of employees employed in the pay period that includes March 12, 2004 (See instructions.) ........ 95b 91 The books are in care of > SUE GOP14M Telephone _ no. > Locatedat > 1110TTHEW DRIVEr'USTIN® �� ZIP +4 ® 7. 32��390 92 Section 4947(a)(1) nonexempt charitable trusts ts filing Form 990 in lieu of Form 1011- Check here .92 .......... ............ ..... and enter the amount of tax - exempt interest received or accrued during the tax year ►� g2 Form 990 (2004) DAA Form 990 (2004) TUSTTN dti EA CQ C p ®R ! =i��� 9U T S 33-04829,P .- P rt lfli Qn 9- s6s income- Producirr Ac&i l as See e 33 of the instructior- No ind D3 a b c d S 7 9 D4 D� 90 97 a b 08 DD 700 101 7D2 103 b c El e 104 105 08115/2005 10:20 AM, P 11 Page 6 te: Enter gross amounts unless otherwise icated. Program service revenue: E ' N T TICKET SALES Unrelated business income Exluded b sec. 512, 513, or 51 _ Related or exempt function Income A Business code Amount o Amount 1,; Medicare/Medicaid payments Fees and contracts from government agencies ............ Membership dues and assessments ..... ... Interest on savings and temporary cash investments Dividends and interest from securities .................... rental income Or ( IOSS ) from r eel estate. debt-financed ro art P P Y ... ............................... not debt - financed property Net rental income or (loss) from personal property Other investment income Gan or (loss) from sales of asses other than inventory Net income or (loss) from special events Gross profit or (loss) from saes of inventory Other revenue: a — — — - A (SA LO _ 20-9 : :: :<:::.;:: —� ;«�: >:::•::>:x �::::>:::::::: .<::Net �:;;.s:. �;:: : »:: ::::�.�: >::::.�.:s:c:•::::: :;:.r..::.:: :>::.;:•;::;;:::.: : ;::..;_;;.:<.._;;_: .,:::....:.::::::::::::.::. :.:.:.: .:.:.:.:.:.::.: .:.:.:...::.:..:....................... ::::::.�.::: .................... . _ — - -- -- — — —� Subtotal (add columns (B), ('D), and (E)) Total (add line 104 I < ? » > < »<i''s:4 _ . _� 0 <<<<<» 209 72 96 Nuts: Line 105 plus line 1d Part Is should equal the amount on line 12 � � DO O) ► _ 73 17 .......Part I. ..... ............................... t' ht<NII:I<> Relationship of Activities to the Accomplishment of Exempt Purposes (See a e 34 of the inz Line No. Explain how each activity for which income is reported in column (E) of fart VII contributed importantly to the accomplishment 7 of the or anization's exempt purposes (other than by providing funds for such purposes) Name, address, and SIN of partnership, or disregard �7//Z d9 afls,5 and D!:3rr_- ardL,,d C 0 of Nature of activities Tota'inbome I E Information Regarding Transfers Associated with Personal Benefit Contracts see of the instructio (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal be(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? �9¢ate� If °'Yes °' to b file Form 13870 and Form 4720 see instructions ...... Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. DecVaraiio c(preparer (other than officer) is based on all information of which preparer has any knowledge. Signature of officer Date —i r)��('-, ' Mme --.- • Tvna nr nrtn! n u' Paid Preparer's 3reparer's nature R Jse Only Firm's name (or yours if self- employed), address, and ZIP + 4 )AA CHARD t ROHM JOEN H ROHM - CP�� 633 E CHAPMAN A 7, ORANGE, CA 92866 -1604 IM Check if Preparer's SSN or PTIN D self - ale employed ► ® (See Gen. Insir. W) 3/15/0 _ P00160752 EIN__ ► 95- 230706; Phone 4 -538 -0445 Form 920 (2004) SCHEDULE A lForm SM or 090-EZ) Department of the Treasury Internal Revenue Service Name of the organization 08/15/2005 10:20 AM, Pg 12 LDT'PETum�@�kon ZE,73MPI Lgn(dw 5',clion, 5DI 3) (EAcepZ PrivEle Foundaflan) and Section 501(a), Hl(�, buj(&q, OMB No. 1545-0047 1 501(n), Or 89clion 4947(a), I) Nonztsmpl ChET!IabOa Trust , DC UST be comlolelsd by the above DT-J@niaaliqns aqld allarhad 10 JJjBjr Form 990 or BUD-EZ EnnployaT Idenifficalion number TUSTIN AR2R COLTRC,7L FOR FINE j��-R-LS 12-3-DAB2957 COMparisallon m' �hL- F!,va Rgha�sa Paid Employess OthaT Th,-,in Offl,aTs, DE irarloTs, and TTuslsss See Pam I of the instructions. List P2T-h nnp If thpr� nr= rir,na �nf— 11FM--- 11\ (a) Name and address of each employee paid more than $50,000 NONE .............................. . (b) Title and average hours per week devote . d to position (c) Compensation Contributions- to empl. ben. plans & (a) Expense account and other .. ......... ................................................. . I ....... ......... ....... .......................... I ...... I ................ ....... .............. .......... I .............................. . .. ....... . .............. I ............ ................... I .......... ........................ ..................... ............................... Total number of others receiving over $50,000 for professional services ....... .............................. ............................... X., Total number of other employees paid over 150,000 ...................... > L COMPEnzathon Of the M'vre 'f-H_qhas� Pa6ld IndspandanI Contract—ors ... ... for ProfesslonAl Sprvir"'A-Q ±J �eag�P_LZ 01 the instruEons. List each one (whelher indivichiniq r)r firm-q) If fl-i=re mrn nnn- --+-, DOM--- IN (a) Name and address of each Independent contractor paid more than $50,000 (b) Type of service (c) Compensation NONE ................................................. . I ....... ......... ....... .......................... I ...... I ................ ....... .............. . .............. I ............ ................... I .......... ........................ ................ I ........... . ....................... Total number of others receiving over $50,000 for professional services ....... ...... X., ...... -- u,uoae ulluvim jur i-ufm t�Ju anti I-orrn uuu-tl- DAA Schedule A (Form 990 or 990-EZ7 2004 TUSTIN COI0�CIL FOR 51mlwmmantmAbmwActhWaz (See page 2ofthe instructions.) 82957 oumng the year, has the organization attempted m influence national, state, m local legislation, auomptmhfluonne public op�innona�o���vnmam�mm��ndum?|f~rev.^ enter memt| ~s' mincm�edinoonn0000nvw��e|moby�gactivities �' $_--________________ (Must equal expenses ao Part VI-A, or line 1 of Part VI-B.) .. ...'''. . o�en�abons�atmade angeoUonunua section 501(h) "/ .mg,=nm''nm'mu'm� uom�p��e'po�'w+�O��e ''' organizations checking ~/ov must complete Part w-B AND attach a statement giving a detailed description c the lobbying activities. During the year, has the organization, either directly or indirectly, engaged in any n,the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person io affiliated ananofficer, mmomr, /mstea, majority owner, or principal beneficiary? (If the answer uzany question is "Yes," attach a detailed statement explaining the transactions.) 08115/2005 10:20 AM Pg 13 M6 Sale, exchange, or leasing of property? 3a Do you make grants for scholarships, fellowships, student loans, etc.? (if "Yes," attach an explanation of how you determine that recipients qualify to receive payments.) ..... .............. 4a Did you maintain any separate account for participating donors where donors have the Tight to provide ad . V . !Ge ...... b Do you provide credit counE!2�� ement, credit repair, or debt negotiation services? 3a ...................... Reason foT Non-PTh�@'18 FuundaUan Status (See pages 3 through 6 of the instructions.) The nization is not a private foundation because it is: (Please check only ONE applicable box.) n 4 church, convention m churches, m association of churches. Section 17XbX1XAXU. s A school. Section 1nKbX1XAX|i). (Also complete Part V.) 7 A hospital mo cooperative hospital service organization. Section 1n0(b)(1XAXiii) m A Federal, State, or local government or governmental unit. Section 170(b)(1)(A)(v). s LJ A medical research organization operated in conjunction with ahospital. Section 170(b)(1X*X/iV. EnIa,xmehmwpxW's name, city, and state �> xo| } fmo�an�� / '''''�'''��*''�'''..... �������� ����� �������� ����������`�� � mm`upv�vmnrmeoennn/maom�georun�n��yuwnnUmope��dbyuAuvemmenbdum�Seo§on 17�bX1' '�'�� �� ������� (�amoomr�m�e SumPmr Schedu�|nPa�IVf\.) ''^`� na L]*n organization that normally receives a substantial part of its support from a governmental unit m from the general public. Section 170(u)(1X*Xvi). (Also complete the Support Schedule in Part fV,A.) /1b Amommunity trust. Section 1rn(b)(1)(A)(vV. (Also complete the SappwTI Schedule in Part (v,A.) 12 X An organization that normally receives: (1) more than 33 113% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions-subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June n0.1Sr5. See section 5O8<aXz>. (Also onmp|eta�nSuppp� Schedule inPa�|V,A.) |o El An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) lines sthrough 10 above; or(o) section mn1(n)(4).(5).or(s)./f they meet the test of section noV(a)(z).(See Provide the following information about t (a) Name(s) of supported organization(s) (b) Line number _from above 4 F1 An organization nrn:;ni7pd and operated to test for public safet - Section 08 /15 /20U510:20 AM, Pg 14 schedule A (Form 990 or 990 -FZ) 2004 -- LUS T IN �s�,s, COUNCIL IL FOR FINE ARTS 33 0402957 Pam 1t ��/ • #<' support 5rh wide (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of acccunting. 'il n ?m• Nn,, mo,. , cn 4a„ci ,n,..ra. n M1. r. r.5 7., na...:....n_.._n:_._ rt Calendar year (or fiscal year be tnning In 9 a; 2003 - W LlIC b 2002 -- b 200 —_ ccaan aaacuauu or accountlnc�-- - c 2001 — _� —.__� - ° -- -- d 2000 �. _ -- — i plat 13 Gifts, grants, and contributions received. (Do .. —._fie) not include unusual grants_See Line C� , G ] - - -5 -A 7j - 16 Membership es received fe575 - -- —� 5 0 y 2 790 0 _- _---- _. —_2 - -- ---- 17 Gross receipts from admissions, merchandise __ -� -" sold or services performed, or furnishing of facilities in any activity that is related to the _ organization's charitable etc., pur ose�_ - -- -� ® - -- ®.2 ©�2 ®.g q1-5 � -78 15 Gross Income from Interest, dividends, - -- amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after .Lune 30, 1915. 281 _ .._��_.._..._ 3 8 --- . - -- - -. c� _ - 1 -3 .4 3 19 Net income from unrelated business — _ p_activities not included in line 18 ... I ...... - -- - - - -- - - -- - -- - -- ---- - - - - -- _— 0 20 Tax revenues levied for the organization's -- - - -` benefit and either paid to It or expended on —its behalf ......... , — - - - -' 0 21 The value 06 services or facilities furnished to - - '-- the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge _ — - - _ - 0 22 Other Income. Attach a schedule. Do not - -- °- - - Include gain or (loss) from sale o capital assets 23 Total of lines 15 through 22 ............. —_', 15 6 __226, 24 Line 23 minus line 17 . .................. — 2�4 243 10 r 264 � 8 o �5�1 4 763 _ 47 921 25 Enter I% of line 23 .................... 1,05 xx 26 Organizations described on lines 10 or 11: a Enter 2% of amount in column (e), line 24 ► 26a 0 b Prepare a list for your records to shove the name of and amount contributed b y each person other than a governmental u g unit or publicly supported organization) whose total gifts for 2000 through 2003 exceeded the > :'•. + <i {"r's >��<��� >' < ? ?i'ri >`' N. amount shown in line 26a. Do not fine this list with your return. Enter the total of all these excess amounts 26b c Total support for section 509(x)(1) test: Enter line 24, column e ( ) ...... ........... ............................... 26c d Add: Amounts from column (e) for lines: 18 —_ -- — 19 22 26b 26d e Public support (line 26c minus line 26d total) ................. ..... ........ .................. > 26e ..... f Public support faercentaffe (Vine 26e (nurrldrator) divided by line 26c (denominator) .......... > 26f % .., V... ."..caa,a avcu W1 aarae oA; a ror amounts inciuciect In lines 15, 16, and 17 that were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person." Do not file this Hs,,I with your m1urn• Enter the sum of such amounts for each year: (2003) ...................... 2002).... 2001 .. ( ................... ( D ......................... (2000) .... b For any amount included in line 1'7 that was received from each person (other than "disqualified persons °'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (include in the list organizations described in lines 5 through 11, as well as individuals.) Do not fiVa this )fist with your relum. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of those differences (the excess amounts) for each year: (2003) ......................... (2002) ............... 2001 _3 c Add: Amounts from column (e) for lines: 15 _ � � 5 16 � � 1 17,516 20 -- _ --- 21 — > 27c 2251394 d Add: Line 27a total. and line 27b total > 27a e Public support (line 27c total minus line 27d total) .. , , , , , !' > 27e _ 225,394 f Total support for section 509(2)(2) test: Enter amount from line 23 column a; . g Public support percantaga (lone 272 (nurnerator) divided by fine 271 (dancminator)) ..................... I ...... > 27 99.4077% h Investment income peresnta�le (Vine 18, column- (numerator) divided by Vine 27119enorrnlnator > 27h 0.5923% 23 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2000 through 2003, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return Do not include these grants in line 15. AAA Schedule A (Form 990 or 990 -EZ) 2004 1, 08/1512005 10:20 AM Pg 15 ile A (Form 990 or 990 -EZ) 2004 T US T 124 l UA COUNCiM FOR TT -TNE Ala T S, 3-S)-®,4 B 2 95 7 P�acie 4 - ..:.::. I k ee page of 1"e instructions.) - -- =IR Eba c�1m lad QNLY by schoolz lhaa box can flna'6 un_ p.rl-t 83�� 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,�� other governing instrument, or in a resolution of Its governing body? .............. ................... ............. Does the organization include a statement of Its racially nondiscriminatory policy toward students in all its ............ . brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? 31 Has the organization ubllclzed its racial) nondiscriminatory the period of solicitation for students, or during the registration period if it has no solicitation program, 9" p y nmmator olio through newspaper or broadcast media during p m, in a way that makes the policy known to all parts of the general community it serves? ..... . .................. ....... ..... ........ If "Yes," please describe; if "No," please explain. (If you need more space, attach .a separate statement.) ... .............. .... ........ ..... I ....... .,. – .... I......................... . ........ . ............. ............... ...... ......... I ...................... ,.. . ............................... .......... .... ...................... ............................... ..... ................ ............... ............................... 32 Does the organization maintain the following: a (Records Indicating the racial composition of the student body, faculty, and administrative staff? Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? .... ................... ........... I ........................ I.. C Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? .. ..... ............................ I .... . If you answered "No" to any of the above, please explain. (If you need more space, attach a separate statement.) ...... . ...... . ............................ .......... I................. ....... I........................... ............................................ I .......................... . ................... ............................... 33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? ................................................................ ............................... b Admissions policies? — . .................................................................. ............................... c Employment of faculty or administrative staff? ....................................... ............................... ........ d Scholarships or other financial assistance? ................................................. ............................... . e Educational policies? ....................................... ...........................:... I Use of facilities? . .... ................................................................. ............................... g Athletic programs? h Other extracurricular activities? If you answered "Yes" to any of the above, pleas: explain. (if you need more space, attach a separate statement.) ............ ................................. .. ...... ........................ I ...... .......... ........ . ..................... ............ .... ........... ........ . ........... I.................... ................. . ............... ..... ..... . ............................... I..................... 34a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or suspended? ............................................ If you answered "Yes" to either 34a or b, please explain using an attached statement. . ........ 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75 -50, 1975 -2 C.B. 587. cnverinn racial If I'M- ,, Schedule A (Form 990 or 990 -EZ) 2001 )AA 08115/2005 10:20 AM •Pg 16 Schedule A UT tForm990or990-EZ)2004 TUSTT.N COT NCIL FOR Z-1-RT-,F,—K—,RTS 323-04B2957 Wage 5 Lobbylnp E, ,Kpendoturez by [E-lecling Public Charities (See page 9 of the lris(rucflons.) To be coo=pleted ONLY by an ell male organization that filed Form 5768) 2/A Check 110- a if the orCg1an1Z2fl0r1-b8l0nqLt0 affiliated qEqj�p. Check 01, b if you checked "a" and "limited control" nrnvi-qinnq onni- L I—ErL— gLe --------- L-L- LimiKs on Lobbyin_q ENpandQuras (The term "expenditures" means amounts paid or incurred.) 06 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36 ........... 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37 3) Total lobbying expenditures (add lines 36 and 37) _ ....... ...... ............ ......................... 3 8 39 Other exempt purpose expenditures * .... ........ *''** ........ 39 40 Total exempt purpose expenditures (add lines 38 and 39) ...... ............ 40 ............. 41 Lobbying nontaxable amount. Enter the amount from the following table- 7:: -, W• 17 The arnounl on lone 40 is- The lobbying nontaxable amount is- Not over $500,000 20% of the amount on line 40 .......... ................ X mg. Over $500,000 but not over $1,000,000 - ...... $ 100,000 plus 15% of the excess over $500,000 2003 Over $1,000,000 but not over $1,500,000 ..... $175,000 plus 10% of the excess over $1,000,000 41 Over $1,500,000 but not over $17,000,000 .... $225,000 plus 5% of the excess over $1,500,000 '77M 131 Over $17,000,000 $1,000.000 .... ... ................. .. .... — ............ j 12 Grassroots nontaxable amount (enter25% of line 41) .1 ............ ...... 42 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 - 43 ........ 14 Subtract line 41 from line 38. Enter -0- IT line 41 is more than line 38 ........ 44 (a) (b) Affiliated group To be completed totals for ALL electing I organizations Caution: If there is an amount on either line 43 or line 44, you must file Form 4720. 4 -tsar Averaging PaHod Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. -Y -%W11W1W"1110 ff—MLUJR, I-IRIIOUU,5 For reporting onlyb Part ee e of the inslructions.)N/A )uring the year, did the organization attempt to 'influence national, state or local legislation, including any Yes No Amount ittempt to influence public opinion on a legislative matter or referendum, through the tuse- of: a Volunteers ..... ........... ....................... ... ... ........................... I ............. b Paid staff or management (include compensation in expenses reported on lines c through h•) ................. a Media advertisements d Mailings to members, legislators, or the public v Publications, or published or broadcast statements I Grants to other organizations for lobbying purposes . g Direct contact with legislators, their staffs, government officials, or a legislative body . . ...... .... ................ ......................... h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means 1 Total lobbying expenditures (Add lines c through h.) ... • ........ ...• .................................. ........... .... I ............ . . . . . If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities. Schedule A (Form 990 or 990-EZ) 2004 )AA Lobbying E;zpandijures During 4 -Year Averaging Period C@ endar year jar (2) (b) (d) fiscal year > 2004 2003 2002 2001 Total 15 Lab,bina2ontaxabla amount ....... 16 Lobbying ceiling amount (150% of 20 45(e)) Nline . 17 Total lobbying expenditures M Grassroots nontaxable amount ID GTassrools ceiling amount 150% of "gF gg line 48(e)) W r .............. ........... 30 Grassroots lobbying expenditures n -Y -%W11W1W"1110 ff—MLUJR, I-IRIIOUU,5 For reporting onlyb Part ee e of the inslructions.)N/A )uring the year, did the organization attempt to 'influence national, state or local legislation, including any Yes No Amount ittempt to influence public opinion on a legislative matter or referendum, through the tuse- of: a Volunteers ..... ........... ....................... ... ... ........................... I ............. b Paid staff or management (include compensation in expenses reported on lines c through h•) ................. a Media advertisements d Mailings to members, legislators, or the public v Publications, or published or broadcast statements I Grants to other organizations for lobbying purposes . g Direct contact with legislators, their staffs, government officials, or a legislative body . . ...... .... ................ ......................... h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means 1 Total lobbying expenditures (Add lines c through h.) ... • ........ ...• .................................. ........... .... I ............ . . . . . If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities. Schedule A (Form 990 or 990-EZ) 2004 )AA r� 08/15/1005 '10:20 AM P9 17 r Schedule A (Form 990 or 990 -EZ) 2004 TUSTIN CO VNCTL FOR F TU M, ARTS 3.1 0,H2957 Page 6 °t?'art �tll Information 3sgarc� ng, Transfers To and TT2nsauVuns and J��9��u�17�5�u�� '✓�9u�Ii ���ncharitabte Exempt fee , i�Q 1 ©f h 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: (i) Cash -- ............ .... ....... ........................ 09 tither assets Other transactions Q6) Sales or exchanges of assets with a noncharitable exempt organization (oo) Purchases of assets from a noncharitable exempt organization (660) Rental of facilities, equipment, or other assets bl (her) Reimbursement arrangements (v) Loans or loan guarantees -- ............................. _b (v6) Performance of services or membership or fundraising solicitations Sharing of facilities, equipment, mailing lists, other assets, or paid employees If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any transaction err or sharing arrangement, show in columns the value of the goods, other assets, or services received: (a) i (b) (c) (d) Line no. Amount involved — Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements /2 52a Is the organization directly or indirectly affiliated with, or related to, one or more tax - exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? C� Yes LI No (c) Description of relationship DAA F, Schedule A (Form 990 or 990 -EZ) 2004 Am Page 33- 0482957 C�ederal Statements 8/15/2005 1 Page 1 Statement 1 - Form 990, Part 11, Line 43 - Other Functional Expenses Total Program Mgt & Description Expenses Service General EXPENSES $ $ $ INSURANCE SOFTWARE UPDATES FEES & DUES FUNDRAISING LETTER SPOTLIGHT COMMUNITY CHORUS TUSTIN ART LEAGUE STUDENT ART SHOW MEET THE ARTIST SCHOLARSHIPS BROADWAY IN THE PARK GUILD WEB SITE CHAMBER MUSIC CARNEGIE HALL MATCHING PROMOTION & FUNDRAISING TOTAL 1,122 1 1,122 186 1 186 568 5 568 2,825 10,356 1 10,356 900 9 900 736 7 736 1,203 1 1,203 654 6 654 5,027 5 5,027 65,134 6 65,134 210 2 210 726 7 726 4,505 4 4,505 650 6 650 Fund - Raisin $ 2,825 66 466 $ 95,268 $ 90,101 $ 1,876 $ 3,291 1 TOTAL Cash - - Noncash 15,663 8/15/2005 10:20 Ali°, $ 1.5, 663 $ 0 P2g6l 1 iTota� _ $ - - - - - -- - -i5 �/ 663 $__�---- - - -15, 663 Form 990 Return "riganization Exempt from Incor"ax Under section 501(c), 527, or 4947(aX1) of the Internal Revenue Code (except blackk lung benefit trusff or private foundation) A For the 2003 calendar year, or tax year beginning , 2003, B Check if applicable: a Direct public support ............................... . ... . ................ lal 21,287. Address change Please use IRS label Tustin Area Council for Fine Arts b Indirect public support . . ... . .............. ............................... 1 b Name change or °s�,Pa. PO Box 145 1d 21,287. 2 81,510. Tustin, CA 92781 3 Membership dues and assessments. . ............... . ................... . .... . ....... . ........... . . . 3 Initial return specific 4 Interest on savings and temporary cash investments .................. ............................... 4 281. instruc- 5 Final return tions. b Less: rental expenses ...................... . .. . .......... . ............ . . 6b Amended return c Net rental income or (loss) (subtract line 6b from line 6a) ..... . . . .......... . ...... . ................... 6c Application pending a Section 501(cX3) organizations and 4947(aV) nonexempt trusts 7 Other investment income (describe. , ..... 0- ) 8a Gross amount from sales of assets other (A) Securities (B) Other than inventor .... . .... . . . ... 8a b Less: cost or other basis and sales expenses ....... 8b charitable must attach a completed Schedule A (Form 990 or 990 -EZ). and OMB No. 1545.0047 2003 Open to Public Inspection V Employer Identification Number 33- 0482957 t Telephone number F etho " "°"gong U Cash U Accrual m, Other (specify) 10' H and I are not applicable to section 527 organizations. H (a) Is this a group return for affiliates? ... ❑ Yes Z No G Web site: 11 N/A H (b) If 'Yes,' enter number of affiliates H (c) Are all affiliates included? ...... , .. 11 Yes No J Organization type (If'No,' attach a list. See instructions.) (check only one)... ...... X 501(c) 3 '4 (insert no.) R 4947(a)(1) or P 527 K Check here 01, X if the organization's gross receipts are normally not more than H (d) Is this a separate return filed by an $25,000, The organization need not file a return with the IRS; but if the organization organization covered by a group ruling? n Yes n No received a Form 990 Package in the mail, it should file a return without financial data. Some states require a complete return. M L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12... ► 105, 753 . Part, Revenue Ex enses and Chan es in Net Assets or F Check ► U if the organization is not required to attach Schedule B (Form 990, 990 -EZ, or 990 -1,F). (See Instructions) Laptm rur raNcrwurK mcaucuon rice notice, see ine separate instructions. TEEA0107L 10/03103 Form 990 (2003) 1 Contributions, gifts, grants, and similar amounts received: a Direct public support ............................... . ... . ................ lal 21,287. b Indirect public support . . ... . .............. ............................... 1 b c Government contributions ( grants)........................................ =1c d 1 a lugl� ) through lines $ 21,287. noncash $ > ........................ 2 Program service revenue including government fees and contracts (from Part VII, line 93) .............. 1d 21,287. 2 81,510. 3 Membership dues and assessments. . ............... . ................... . .... . ....... . ........... . . . 3 2,675. 4 Interest on savings and temporary cash investments .................. ............................... 4 281. 5 Dividends and interest from securities ................................ ............................... 5 6a Gross rents ............ . .................... . ........................... 6a b Less: rental expenses ...................... . .. . .......... . ............ . . 6b c Net rental income or (loss) (subtract line 6b from line 6a) ..... . . . .......... . ...... . ................... 6c R v E E 7 Other investment income (describe. , ..... 0- ) 8a Gross amount from sales of assets other (A) Securities (B) Other than inventor .... . .... . . . ... 8a b Less: cost or other basis and sales expenses ....... 8b 7 c Gain or (loss) (attach schedule) ..... . ............. . ...... 8c d Net gain or (loss) (combine line 8c, columns (A) and (B)) .... . ........ . ................... . ........ . . . 8d 9 Special events and activities (attach schedule). if any amount is from gaming, check here..... ►� a Gross revenue (not including $ of contributions reported on line 1 a) ............ . ..................... . . . . .. . . I ..... I .... 9a b Less: direct expenses other than fundraising expenses .................... 9b c Net income or (loss) from special events (subtract line 9b from line 9a) ............. . .................. 9c 10a Gross sales of inventory, less returns and allowances ........ . . ........... 1103 b Less: cost of goods sold ... . ..... ............................... . ........ 10b c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) .... . ....................... 10c 11 Other revenue (from Part V11, line 103) ............................... ............................... 11 –12—T 12 Total revenue (add lines ld, 2, 3, 4, 5, 6c, 7, 8d, 9c, IOc, and 11) ...... ............................... 105,753. E P N s E s 13 Program services (from line 44, column (B)) ... . .. . ................... ............................... 14 Management and general (from line 44, column ( C)) ................... ............................... 15 Fundraising om line 44, column D .............. 9 ( ()) .............. ............................... 16 Payments to affiliates (attach schedule) .............................. ............................... 17 Total expenses (add lines 16 and 44, column ( A)) ..................... ............................... 13 95,000. 14 3,242. 15 9,720. 16 17 107,962. A E s T T S 18 Excess or (deficit) for the year (subtract line 17 from line 12) ....... . ...... . . ......... . . ... . . . .. I ..... 19 Net assets or fund balances at beginning of year (from line 73, column (A)) ..... . ........ . ............. 20 Other changes in net assets or fund balances (attach explanation) ..... ............................... 120 21 Net assets or fund balances at end of year (combine lines 18, 19, and 20) ........... . ................. 18 —2, 209 . 19 34,380. 21 32,171. Laptm rur raNcrwurK mcaucuon rice notice, see ine separate instructions. TEEA0107L 10/03103 Form 990 (2003) Form 990 (2003) Tustin Area Counb_ / for Fine Arts 33•-0482957 Page 2 art rl 1 Statement of Functional Expenses All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others. Do not include amounts reported on line 6b, 8b, 9b, 7Ob, or 16 of Part h Program Service Expenses (A) Total (B) Program services (C) Management and general (D) Fundraising 22 Grants and allocations (aft sch) (cash $ non -cash $ )....... 23 Specific assistance to individuals (att sch) ...... 24 Benefits paid to or for members (aft sch) ...... 25 Compensation of officers, directors, etc........ 26 Other salaries and wages ............. 27 Pension plan contributions............ 28 Other employee benefits .............. 29 Payroll taxes. .............. ....... 30 Professional fundraising fees.....,.. 31 Accounting fees ...................... 32 Legalfees ......... ............ .... 33 Supplies. . .. . ....................... 34 Telephone ........................... 35 Postage and shipping ................. 36 Occupancy. .......................... 37 Equipment rental and maintenance .... 38 Printing and publications .............. 39 Travel ............. ................. 40 Conferences, conventions, and meetings ....... 41 Interest .............................. 42 Depreciation, depletion, etc (attach schedule) .... 43 Other expenses not covered above (itemize): a See Statement 1 b ------------------- c ------------------- d------------- - - - - -- e _ _ 44 Total functional expenses (add lines 22 - 43 . Organizations completing columns (B) - (D3, carry these totals to lines 13 - 15 ...... ..... 22 ---- - - - - -- - - - -- - in order to broaden the community's - awareness of art _ --------- - - - - -- -------- - - - - -- ------------------------------------------------------ (Grants and allocations $ ) 90,639. 23 ------------------------------------------------------ (Grants and allocations $ ) 24 c The fine arts council huts out a newsletter, in order to keel the 25 ------ issues in-the-art world. (Grants and allocations $ ) 26 d ------------------------------------------------------ ------------------------------------------------------ (Grants and allocations $ ) 27 f Total of Program Service Expenses (should equal line 44, column (B), Program services) ..... . ................ ► 95,000. 28 29 30 31 330. 330. 32 33 134. 134. 34 139. 139. 35 218. 109. 109, 36 37 38 1,128. 564. 564. 39 40 41 42 43a 106,013. 94,327. 1,966. 9,720. 43b 43c 43d 43e 44 107, 962. 95,000. 3,242. 9,720. Joint Costs. Check. ►H if you are following SOP 98 -2. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services ?....... 01F] Yes A l No If 'Yes,' enter (I) the aggregate amount of these joint costs $ ; (Ii) the amount allocated to Program services $ ; (ill) the amount allocated to Management and general $ ; and (v) the amount allocated to Fundraising $ Part Ill I Statement of Program Service Accomplishments What is the organization's primary exempt purpose? ► Program Service Expenses _ _ _ _ _ _ _ _ All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of clients served issued etc. Discuss achievements that are not measurable. (Section 501(c)(3) & (4) (Re wired for ations(a and a��?(aj(lj� trusts; eudt publications organ- izations and 4W(a)(1) nonexemp) charitable trusts must also enter the amount of grants & allocations to others. optiona Tor others.) a The fine arts council puts on Dlays_ and _art _exhibits during the year,_ _ -- -- ---- - - - - -- - ---- - - - - -- - - - -- - in order to broaden the community's - awareness of art _ --------- - - - - -- -------- - - - - -- ------------------------------------------------------ (Grants and allocations $ ) 90,639. b The fine arts-council scholarships -to worthy art students_ --------------- p------------------------------------------------------ ------------------------------------------------------ (Grants and allocations $ ) 2,269. c The fine arts council huts out a newsletter, in order to keel the ---------------- community_aware of and educate them-as well_regardinq topics and - - - _ - - -- ------------- - - - -- - - -- ------ issues in-the-art world. (Grants and allocations $ ) 2,092. d ------------------------------------------------------ ------------------------------------------------------ (Grants and allocations $ ) e Other program services .............................. (Grants and allocations $ ) f Total of Program Service Expenses (should equal line 44, column (B), Program services) ..... . ................ ► 95,000. BAA TEEA0102L 10/03/03 Form 990 (2003) 0 0 Form 990 (2003) Tustin Area Council for Fine Arts 33- 0482957 Page 3 a� I Balance Sheets (See Instructions) Note: Where required, attached schedules and amounts within the description column should be for end-of-year amounts only. (A) Beginning of year (B) End of year 45 Cash — non - interest - bearing ................. ............................... 11,119. 45 8,786. 46 Savings and temporary cash investments ..... ............................... 23,261. 46 23,385. 47a Accounts receivable ............................. 47a b Less: allowance for doubtful accounts ............. 47b 47c 48a Pledges receivable .............................. 48a b Less: allowance for doubtful accounts, ............ 48b 48c 49 Grants receivable ............................ ............................... 49 50 A s s E T 50 Receivables from officers, directors, trustees, and key employees (attach schedule) ................. ............................... 51 a Other notes & loans receivable (attach sch) .... . ........ . .. 51 a b Less: allowance for doubtful accounts ............. 1 51 bi 51 c 52 Inventories for sale or use ................... ............................... 52 53 Prepaid expenses and deferred charges ...... ............................... 54 Investments — securities (attach schedule) ............... ►[] Cost [] FMV 53 54 55a Investments — land, buildings, & equipment: basis 55a b Less: accumulated depreciation (attach schedule ) ........................... . .... 55b 55c 56 Investments — other (attach schedule) ........ ............................... 56 57a Land, buildings, and equipment: basis............ 57a b Less: accumulated depreciation (attach schedule) . ............................... 57b 57c 58 58 Other assets (describe ► ).. 59 Total assets (add lines 45 through 58) (must equal line 74) ................... 34,380. 59 32,171. 60 Accounts payable and accrued expenses ...... ............................... 60 L 1 61 Grants payable ............................. ............................... 61 A B 1 T 1 E s 62 Deferred revenue.. 63 Loans from officers, directors, trustees, and key employees (attach schedule) .................. 64a Tax - exempt bond liabilities (attach schedule) .. ............................... b Mortgages and other notes payable (attach schedule) ..... ............................... 65 Other liabilities (describe ► ). , 62 63 64a 64b 65 66 Total liabilities (add lines 60 through 65).. . ................... 0. 66 0. A E 1 R R B ,i s Organizations that follow SFAS 117, check here ► X and complete lines 67 through 69 and lines 73 and 74. 67 Unrestricted ... ...............:............... . ............................ 68 Temporarily restricted'..'* ............. ............................... 69 Permanently restricted ....................... ............................... Organizations that do not follow SFAS 117, check here ► and complete lines 70 through 74. 70 Capital stock, trust principal, or current funds .... , , . . ... .. .............. 71 Paid -in or capital surplus, or land, building, and equipment fund ............... 72 Retained earnings, endowment, accumulated income, or other funds .......... 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72; column (A) must equal line 19; column (B) must equal line 21)............ 74 Total liabilities and net assets /fund balances (add lines 66 and 73) ........... 34, 380. 67 32,171. 68 69 70 71 72 34,380. 73 32,171. 34,380. 74 32,171. Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments. BAA TEEA0103L 10/01103 0 Form 990 (2003) Tustin Area Council for Fine Arts nAP•»z;,7 Part IV- Reconciliation of Revenue per Audi�te � r ec�ncti�ato� �1� °tes� rays , Part IV ��IMnancoal Financial Stan ernents with Revenue Statemenlpen,th Expenses — per Return (See instructions) per Return a Total revenue, ains, and other support pp.... a Total expenses and losses per audited per audited financial statements. .. > 105, 753, financial statements .... ........... > a 107, 962_ -a� b Amounts included on line a but b Amounts included on line a but not not on line 12, Form 990: on line 17, Form 990: (1) Net unrealized (1) Donated serv- gains on investments .... $ _ — _ ices and use of facilities....... $ (2) Donated serv- (2) Prior year adjust - ices and use of facilities...... $ ments reported on line 20, Form 990.... $ (3) Recoveries of prior (3) Losses reported on year grants ....... $ line 20, Form 990.... $ (4) Other (specify): (4) Other (specify): Add amounts on lines (1) through (4) ...... > b Add amounts on lines (1) through (4) ....... ► b C Line a minus line b ................ ► c Line a minus line b................. ► c 105, 753. c 107,962. d Amounts included on line 12, d Amounts included on line 1 7, Form 990 but not on line a- Form 990 but not on line as (1) Investment expenses (J) Investment expenses not included on line not included on line 6b, Form 990...... $ 6b, Form 990....... $_ (2) Other (specify): (2) Other (specify): Add amounts on lines (1) and (2) .. > d Add amounts on lines (1) and (2) ... > d e o a reve revenue per line 12, Form p e Total expenses per line 17, Form 990 line c plus line d).... ....... — (. > e 105, 753. 990 (line c plus line d) ............. ® e 107,962. \ �i�`t ® ®fficers, ©urecors,ry �? J s $ee,1n�1e,� FI111`1 - - i�MeeS (List each one even if not compensated; see instructions.) (3) Title and average hours (C) Compensation (D) Contributions to (E) Expense (A) Name and address per week devoted to position (if not paid, enter -0-) employee benefit plans and deferred account and other allowances compensation Linda Jennin�c s _ _ _ _ _ _ "B - - - ;President -- 0 —� 0. 0. _ S 350 " " _S_t_r_ee_t_ - - as needed - -- - Tustin, CA 92780 -- Lynda B'oin - - - - - - - - - - Treasurer 0 . 0 . 0 , 14221_ Cal _y_ _ _ _ _ _ _ as needed - - Tustin, CA 92780 - - _.Diane_Bo_wer_s_----- - - - - -- Secretary 0. 0. 0. PO-Box- 145 ----- - --- ---- ----------- as needed Tustin, CA 92781 75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations ? .................... . ............................... ► Yes X❑ No If 'Yes,' attach schedule — see instructions. IM TEEA0104L 10/02/03 Form 990 (2003) 0 Form 990 (2003) Tustin Area Council for Fine Arts 33- 0482957 P4!j VI I Other Information (See instructions.) Yes No 76 Did the organization engage in any activity not previously reported to the IRS? If 'Yes,' attach a detailed description of each activity .......... ............................... 76 X 77 Were any changes made in the organizing or governing documents but not reported to the IRS ? ....................... 77 X If 'Yes,' attach a conformed copy of the changes. 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return ?... 78a X b If 'Yes,' has it filed a tax return on Form 990 -T for this year? .......................... ............................... 78bl N A 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If 'Yes,' attach a statement ................................................... ............................... 79 X 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization ? ................ 80a X b If 'Yes,' enter the name of the organization ► N/A _ _ _ _ _ _ _ _ - - - - - - - - - - - - - - - - - - - - - - - - - _ - _ - and check whether it is exempt or -o nonexempt. 81 a Enter direct and indirect political expenditures. See line 81 instructions .................... I 81 al 0. b Did the organization file Form 1120- POLfor this year? ................................ ............................... 81b X 82a X 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value?. . ... ........................ ................... ...... ...... b If 'Yes,' you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. (See instructions in Part III.) ................. I 82b N/A 83a Did the organization comply with the public inspection requirements for returns and exemption applications? ........... 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? ................... 83b X 84a Did the organization solicit any contributions or gifts that were not tax deductibleZ ..... ............................... 84a X 84b N A b If 'Yes,' did the orq�anization include with every solicitation an express statement that such contributions or gifts were nottax deductible .................................................................. ............................... 85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members ? .................... . ..... 85a N A b Did the organization make only in -house lobbying expenditures of $2,000 or less ? .............................. I ...... 85b N A If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year. c Dues, assessments, and similar amounts from members ............ . .................... 85c N/A d Section 162(e) lobbying and political expenditures ........ ............................... 85d N/A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices .................... 85e N/A f Taxable amount of lobbying and political expenditures (line 85d less 85e) .................. 85f N/A g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? .. ............................... 85g N A h If section 6033(e)(1 )(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? .............. ............................... 85h N A 86 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on line12 ................................................ ............................... 86a N/A b Gross receipts, included on line 12, for public use of club facilities ........................ 86b N/A 87 501(c)(12) organizations. Enter: a Gross income from members or shareholders.......... 87a N/A b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ............. ............................... 87b N/A 88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701 -2 and 301.7701 -3? If , Yes,' Part IX ........................................................... ............................... 88 X 89a 501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under: section 4911 ► 0. ; section 4912 ► 0 . ; section 4955 ► __O. b 507(c)(3) and 501(c)(4). organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes,' attach a statement explaining each transaction ......................................................... ............................... 89b X c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ................................... ............................... ► 0. d Enter: Amount of tax on line 89c, above, reimbursed by the organization ...... ............................... ► 0. 90a List the states with which a copy of this return is filed ► None -------------------------- - - - - -- - - -- b Number of employees employed in the pay period that includes March 12, 2003 (See instructions.). . ....... ........... 90b 0 91 The books are in care of ► Sue Gorman _ _ _ _ _ _ _ _ _ _ _ _ _ - Telephone number ► --- - - - - -- - - - -- 92782 - - - - -- Located at ► 11105 Matthews Driye,_Tustin,_CA _ _ _ ZIP +4 ► 92782 --------- - - - - -- - -- --------- - - - - -- ----- - - - - --0 92 Section 4947(x)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041- Check here ... ....................N,/.A .. b- and enter the amount of tax - exempt interest received or accrued during the tax year. .................... ►I 92 N/A BAA Form 990 (2003) TEEA0105L 12/23103 r Form 990 (2003) Tustin Area Council for Fine Arts 33- 0482957 Page 6 - -_� I! � Wysis of Mcome -produ in_ AotMUeS (See instructions.) Note: others 93 f 0 94 95 95 97 a k 98 Be IGO 101 102 103 b C �7 e 104 Enter gross amounts unless ✓ise indicated. Program service revenue: went Ticket Sales Unrelated - -- business income -- Excluded by section 512, 513, or 514 (�) Related or exempt function income 81, 510 , (Q ) Business code (a) Amount (C) Exclusion code — — (D) Amount — -- — information Pte �r 1� cable - —. - (�) Name, address, and EIN of corporation, partnership, or disregarded entity (a) Percentage of ownership interest (C ) Nature of activities (D) Total income - -(E) End -of -year assets /A -- —.— ► 540 N Golden Circle Suite 104 o 0 - -- - -- — — -- — ZIP +4 and Santa Ana, CA 92705 _ —� __ _ — Phone no _ > (714) 835 --3327 BAA - - - -- �— Medicare /Medicaid payments........ i Fees & contracts from government agencies. Membership dues and assessments. Interest on savings & temporary cash invmnts Dividends & interest from securities . Net rental income or (loss) from real estate: debt- financed property .............. not debt - financed property.......... Net rental income or (loss) from pers prop ... Other investment Income ....... ... Gain or (loss) from sales of assets other than inventory ................ Net income or (loss) from special events. Gross profit or (loss) from sales of inventory.... Other revenue: a _ o — — -- — — — — _ — _ _ —_ _ - -- 2,675. _ _ 14 — 281. -- _ —� — -- -- - -_ - -- -- -- — Subtotal (add columns (B), (D), and (E))..... 281. 84,185. Iub Iotat (add line 104, columns (B), (D), and (Q).... ........ ► 84,466. Note. Line 105 nlus line 1rl- Part / zhntdrl Anrral fho ,,,,a — r,,,- ro o., <; r Pate \1111 'k- elzHor sNp of Activities to the Accomplisbment of _�rt� Purposes (See instructions.) Line Mm= Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes). N/A — — Preparer's SSN or PTIN (see General Instruction W) _ _ _ art I information Pte �r 1� cable - —. Subsidiaries and nisregarded Entities (See instructions.) --- (�) Name, address, and EIN of corporation, partnership, or disregarded entity (a) Percentage of ownership interest (C ) Nature of activities (D) Total income - -(E) End -of -year assets /A -- —.— ► 540 N Golden Circle Suite 104 o 0 - -- - -- — — -- — ZIP +4 and Santa Ana, CA 92705 _ —� __ _ — Phone no _ > (714) 835 --3327 BAA - - - -- �— o — - -V rya -1 .... ... MbbUtodd vu Wlin rersonai tsenern t ;ontracts (See Instructions.) a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ................. Yes NX No b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract ?.......... a Yes No — Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions). Under penalties of perjurryy I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. lease Sign Signature of officer — Date Type or print name and title — -- — Paid Pre- Preparer's signature ► Geoi ge N1. Teats Jr CPA Date Check if self - Preparer's SSN or PTIN (see General Instruction W) _ _ em_ployed X 551 -37 -0779 pareft Firm's name (or GeorE e W. Teats Jr., CPA — -- USe yours if self- em loyed) -- —.— ► 540 N Golden Circle Suite 104 —_ —_— — EIN >___ Only ZIP +4 and Santa Ana, CA 92705 _ —� __ _ — Phone no _ > (714) 835 --3327 BAA �— TEEA01061. 10 /03 /03 Form 990 (2003) 0,°gan1.2�N� o n 1EX -,Trap1 Under Form �9�s sezUon 501 (Form 93® ©r 990-Gi=Z) � )( ) QE,xcept private Foundation) and Section 501(e), 501(f) 501(k), 501(n), or Section 49,17(a)(I) Monexermpt Charitable Trust Department of lhe'rreasury SuppNmentar?y Information — (See separate instructions.) Internal Revenue service ► MUST be completed by the above organizauions and attaohed to their Form 990 or 990 -RZ, OMB No. 1545 -0047 2' 11 ivame of the organization Employer identification nvcnmor ghre a Paid --� - ' Directors, 2957 - Tustin Area Council for Fine �� Compensation of the Foda H�� hes� �� aod Run ����yees Oo1her Than Officers Directors an d ��i �°us�e-es (See instructions. List each one. if there none, enter None. ) (a) Name and address of each employee paid more than $50,000 (b) Title and average lours per week devoted to position (c) Compensation (d) Contributions to employee benefit plans and deferred compensation (e) Expense account and other allowances Mono Total number of others receiving over $50,000 for professional services. ..... . 0 Total number of other employees paid 0,000. over ....... .. 0 Mr Pr fies— ginral Sr.�n,7irrrF-, N04--j coC't-pensalinn of the Rye ,-flghest Paid lridependrerl`j (gee instructions. List each one (whether individuals or firms). If there are none, enter 'None.') (a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation None Total number of others receiving over $50,000 for professional services. ..... . 0 R3AA nor raperworsc Heuuctuon Act a OUCe, see the Instructions for Form 990 and Form 990 -EZ, TEEA0401L 08/28/03 Schedule A (Form 990 or 990 -EZ) 2003 Schedule A (Form 990 or 990 -EZ) 2003 Tustin Area Council for Fine Arts 0482957 _ o ! Statements About Activities (See instructions.) Yes �No During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid or incurred in connection with the lobbying activities.... ► $ N/A (Must equal amounts on line 38, Part VI -A, or line i of Part VI- 6.) ................ ............................... . .... 1 Organizations that made an election under section 501(h)) by filing Form 5768 must complete Part VI -A. Other organizations checking 'Yes,' must complete Part VI -B AND attach a statement giving a detailed description of the lobbying activities. 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing of property? .................................. ............................... . ..... .... 2a X 2b X b Lending of money or other extension of credit? .... . ..... . ........ ............................... . .................. 2c X c Furnishing of goods, services, or facilities? .... . ........... . .................. . ...... ............................... 2d X d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? ...... . ........ . . ......... 2e X e Transfer of any part of its income or assets? ......................................... ............................... 3a Do you make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an explanation of how you determine that recipients qualify to receive payments.) ......... ............................... b Do you have a section 403(b) annuity plan for your employees? ....................... ............................... 3a X 3b X 4 Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? .................................................. ............................... 4 X �( Reason for Non - Private Foundation Status (See instructions.) i ne organization is not a private foundation because it is: (Please check only ONE applicable box.) 5 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i), 6 A school. Section 170(b)(1)(A)(ii). (Also complete Part V.) 7 A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iii). 8 A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v). 9 A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state ► __________________ 10 E] An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv). (Also complete the Support Schedule in Part IV -A.) 11a F] An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV -A.) 11b ❑ A community trust. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV -A.) 12 X❑ An organization that normally receives: (1) more than 33 -1/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc, functions — subject to certain exceptions, and (2) no more than 33 -1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV -A.) 13 n An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) lines 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). (See section 509(a)(3).) rrovide the following information about the supported organizations. (See instructions.) (a) Name(s) of supported organization(s) 14 n An organization organized and operated to test for public safety. Section 509(a)(4) (See instructions.) (b) Line number from above BAA TEEA0402L 01119104 Schedule A (Form 990 or Form 990 -EZ) 2003 11 0 Schedule A (Form 990 or 990 -EZ) 2003 Tustin Area Council for Fine Arts 33- 0482957 Page 3 [?a_fl !V� Support SchedWe (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting. Note: You may use the worksheet in the instructions for convertina from the accrual to the cash methnri of arrnnntl„n Calendar year (or fiscal year beginning in) ................... > (a) 2002 (b) -- 2001 - - -- W 2000 (d) 1999 Qe) -- Total 15 Gifts, grants, and contributions received. (Do not include unusual grants. See line 28.) ... 9,880. 6, 473 , _ 1,973. — _ 1,848. 20,174. 16 Membership fees received...... — — � __ 1, 500. _�- 2,790. 2,372. _ 6,662. � 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc, purpose ..... ..... __— 50,299. —_ 36, 092_. — 10, 9_15 . 9,982. 107,288. 18 Gross income from interest, dividends, — amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organ- ization after June 30, 1975 ........... 384. �_— _— 678. _ _— — _ 1, 062 . _ —_ _ 19 Net income from unrelated business _ activities riot included in line 18 .... 20 Tax revenues levied for the — organization's benefit and either paid to it or expended _ on its behalf ................... 21 The value of services or - -� facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge....... 22 Other income. Attach a — schedule. Do not include gain or (loss) from sale of capital assets .................. 23 Total of lines 15 through 22..... 60,563. — 44,743. 15,678. 14,202. 135,186. 24 Line 23 minus line 17........... 10,264.1 8,651. 4,763. 4,220. 27,898. 25 Enter 1 % of line 23 .............. 606.1 447. 157. 142. 26 Organizations described on fines 10 or 11, a Enter 2% of amount in column (e), line 24.......N /A.... ► 26a b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1999 through 2002 exceeded the amount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts .... ............................... . ............................. > 26b _ c Total support for section 509(a)(1) test: Enter line 24, column (e) ... . ..... ............................... 26c _ d Add: Amounts from column (e) for lines: 18 _ _ 19 22 26b 26d e Public support (line 26c minus line 26d total) ..... .................... ............................... ► 26e _ f Public support percentage (line 26e ( nurerator) divided by fine 26c ( denominator )) ....................... ► li 26f o 2e Organizations described on fine 12; a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person.' [coo not fife this list with your return. Enter the sum of such amounts for each year: ( 2002) — — — — — — — — — — 0. - ( 2001) -- - - - -0.( 2000)------ - - - -0_ (1999)- - - - - -- - - 0. bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations described in lines 5 through 11, as well as individuals.) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2002) ---- - - - - -- 0_ ( 2001) - --- - - - - -- 0.(2000)- ------ - - - -0. (1999)------ - - - - -0 = c Add: Amounts from column (e) for lines: 15 _ 20,174. 16 _ 6, 662 . 17 107,288. 20 — 21 _ 27c 134,124. d Add: Line 27a total..... _ 0. and line 27b total ............ _ 0 . 27d 0. e Public support (line 27c total minus line 27d total) ........ .............................. ........ 27e 134,124. f Total support for section 509(a)(2) test: Enter amount from line 23, column (e) .. � 1 27f 135, 186. g Public support percentage (line 27e (numerator) divided by line 271 (denominator)) ....................... 27 99.21 % h lnvestment income percentage (line 18, column (e) (numerator) divided by line 27f (denorniruator ......... E1 27h � 0.79 % 28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 1999 through 2002, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not file this list with your return. Do not include these grants in line 15. BAA TEEAD403L 08129/03 Schedule A (Form 990 or 990 -E.Z) 2003 0 0 Schedule A (Form 990 or 990 -EZ) 2003 Tustin Area Council for Fine Arts 33- 0482957 Page 4 Part Private School Questionnaire (See instructions.) (To be completed ONLY by schools that checked the box on line 6 in Part IV) N/A Yes No 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? .................. ............................... 29 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, andscholarships? .................................................................. ............................... 30 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves ? ................ I ............................. 31 If 'Yes,' please describe; if 'No,' please explain. (If you need more space, attach a separate statement.) 32 Does the organization maintain the following: a Records indicating the racial composition of the student body, faculty, and administrative staff ? ........................ 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? ........................................................... ............................... 32b c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarshipsZ ..... ............................... I ......... I ............... 32c d Copies of all material used by the organization or on its behalf to solicit contributions? . ............................... 32d If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement.) 33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? ....................................................... ............................... 33a bAdmissions policies? ............................................................... ............................... 33b c Employment of faculty or administrative staff? ....................................... ............................... 33c d Scholarships or other financial assistance? .......................................... ............................... 33d e Educational policies?, ........... ........................................... ....................... ............. 33e IUse of facilities? .................................................................. ............................... 33f gAthletic programs? ................................................................ ............................... 33 h Other extracurricular activities? .. ............ : ... ..................................................... ....... ..... 33h If you answered 'Yes' to any of the above, please explain. (If you need more space, attach a separate statement.) 34a Does the organization receive any financial aid or assistance from a governmental agency? ........................... 134a b Has the organization's right to such aid ever been revoked or suspended? ............ ............................... . If you answered 'Yes' to either 34a or b, please explain using an attached statement. 35 Does the organization certify that it has sections 4.01 through 4.05 of Rev Proc nondiscrimination? If 'No.' attach an ex BAA ed with the applicable requirements of 1975 -2 C.B. 587, covering racial in. ......... TEEA0404L 08/28103 ......................... Schedule A (Form 990 or Schedule A (Form 990 or 990 -EZ) 2003 Tustin Area Council for Fine Arts 33- 0482957 Page 5 part VµA omdres b,\,, Eiectr Fubc Chrilies (See instructions.) (To be completed OMLY by an eligible organization that filed Form 5768) NSA Check ® a if the organization belongs to an affiliated group. Check 0- b if you checked 'a' and 'limited control' provisions apply.— --- -- - - - — _ — _ (b) Rir>1 Ks on Lhobbyiig _Expendltures Affiliated group 'To be completed (The term 'expenditures' means amounts paid or incurred.) totals for ALL electing _ _ organizations 36 Total lobbying expenditures to influence public opinion (grassroots lobbying), ..... _ 36 37 Total lobbying expenditures to influence a legislative body (direct lobbying) .......... 37 38 Total lobbying expenditures (add lines 36 and 37) ........................ ......... 38 - -- -------- - - - - -- ----- - - - - -- 39 Other exempt purpose expenditures.... . ............... . ............ . .......... 39 40 Total exempt purpose expenditures (add lines 38 and 39) ................. . ...... . .. 40 41 Lobbying nontaxable amount. Enter the amount from the following table — if the amount ©n line 40 is — The lobbying nonita cah8e amrmounI is Not over $500,000 ..................... 20% of the amount on line 40..... . Over $500,000 but not over $1,000,000......... , , $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 .... , .... $175,000 plus 10% of the excess over $1,000,000 41 Over $1,500,000 but not over $17,000,000 ........ $225,000 plus 5% of the excess over $1,500,000 Over $17 ,000,000 ...................... $1 ,000,000..,....,.....,........, 42 Grassroots nontaxable amount (enter 25% of line 41) ..... . ...... . . . . .............. 42 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 ...... .... . .... 43 _ 44 Subtract line 41 from line 38. Enter -0- if line 41 is rnore than line 38 ................ 44 Caution: If there is an amount on either line 43 or line 44, you must file Form 4720. _ -Year Averaging Period Under Sec -Horn 01(h (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 45 through 50.) Lobbying Fxpenditures During 4 -Year averaging Period Calendar year (a) (b) (c) (d) (e) (or fiscal year 2003 2002 2001 2000 Total beginning in) D 45 Lobbying nontaxable amount ................ 46 Lobbying ceiling amount (150% of line 45(e)) ..... . 47 Total lobbying expenditures.......... 48 Grassroots non- taxable amount....... 49 Grassroots ceiling amount (150% of line 48(e)) ...... 50 Grassroots lobbying expenditures,..,...... I Y!- Lobb in Activity b Nonelectin%� Public Charities ___— .__,___.. (For report? g only by organizations that did not complete Part VI -A) (See instructions.) NSA During the vear, did the organization attempt to influence national, state or local legislation, includina anv m attept to influence public opinion on a legislative matter or referendum, through the use of: Yes No Amou n3 aVolunteers ...................................................... ............................... _ b Paid staff or management (include compensation in expenses reported on lines c through hr.) ......... — c Media advertisements ..... . ....... . .............. . .......... . . . . . .. . ............................. . d Mailings to members, legislators, or the public ...................... .... . .................... .... e Publications, or published or broadcast statements ............... ... ............................... —_ f Grants to other organizations for lobbying purposes ............... ......... ...................... g Direct contact with legislators, their staffs, government officials, or a legislative body .................. h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means .............. i Total lobbying expenditures (add lines c through h,) .................. ............................... If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities- BAA Schedule A (Form 990 or 990 -EZ) 2003 TEEA0405L 08/28/03 0 0 Schedule A (Form 990 or 990 -EZ) 2003 Tustin Area Council for Fine Arts 33- 0482957 Page 6 informatson Regarding Transfers To and Transac tons and Relationships l✓'VKh Moncharitable [Exempt I'Organiza`Uons (See instructions) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: _ (l) Cash ........................... ................. . ...................... ............................... 51 a (o) (!!)Other assets ............. ............................... .... ............. ............................... a (H) b Other transactions: — @Sales or exchanges of assets with a noncharitable exempt organization ....... ............................... _ b (u) (H)Purchases of assets from a noncharitable exempt organization ................ ............................... b Vii) (olu)Rental of facilities, equipment, or other assets ....... ............................... . ....................... b (M) Qv) Reimbursement arrangements .............................................. ............................... _ to Vv) (v)Loans or loan guarantees. . . . . .................... .......... ....... ..... ............................... b(v) (vl)Performance of services or membership or fundraising solicitations ............ ............................... _ b (A) c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... ....................... ..... c d If the answer to any of the above is 'Yes,' complete the following schedule. Column (b) should always show the fair market value the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value any transaction or sharing arrangement, show in column d) the value of the goods, other assets, or services received: 501(c) `des _ No X _ X X X X X _ X X X _ of in Line no. Amount involved !Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements 52a Is the organization directly or indirectly affiliated with, or related to, one or more tax - exempt organizations described in section 501 (c) of the Code (other than section 501(c)(3)) or in section 527 ? ............ .......... . ... yes 0 w10 b If 'Yes,' complete the following schedule: Name of organization Type of organization Description of relationship BAA TEEA0406L 09/05/03 Schedule A (Form 990 or 990-EZ) 2003 2VOC3 ste'lement I Form 990, Parl fl, Une 43 Other _. Npenses Bank charges Broadway in the Park Chamber music Community Chorus Fees and dues Fundraising letter. Guild Insurance Meet the artist Promotion/fund raising Scholarships Software updates Spotlight Student Art Show Tustin Art League Web site Fedsra 5,�rzteman,ss TusUn Area Council for Tone Arts (A) (B) (C) (D) Program Management -_ -.. Total Services & General Fundraising 317. 317. 76,102. 76,102. 3,299. 3,299, 627. 627. 171, 171. 7,476. 7,476. 34. 34. 1,122. 1,122. 1,697. 1,697. 2,244. 2,244. 2,269. 2,269. 356. 356. 6,226. 6,226. 816. 816. 2,092. 2,092. 1,165, 1,165. Total _16, 013. $ 94,327. $ 1,966. $ ADDENDUM 2 D. X70 �1.y PIO CO3 Z7 T�171 Dear AgplA-cr-c�) 5 0 IBM enn aft-JIM WOMMM �, ;woe masse _ r no Suiez 1 7,-'M MajamittaL we bwa P'Ltied boas SW Z' ) TaD � 2,73TD T) 1771 0P - ` Your s s,�tis a c�^ s 502 3) of the Zneenu►3 mva C.od sn r+i orgmnirmtia V'S1 3'3A 3' �D (1's) in Otili is effect. "d Z---3 Z7 < ^was 22vsk VMXC ap�as name t Coat5mse ss c �-g c-�m: a OC oGVpvcf. OW 70M "moo mac. or � g Or=ktiam C, ---Msr. glowen IM ao asov so ow MW -:3 the af'foest of t�D r��� r 11M pe= az= vt sMOM wit f4Wva: %"M sraaoa�s- Thir o Ord .Nose 02,, �!)97. Goaoos and C a tal, troaos 07�7 Way are %ban K n . eaQaes the XWOMM" lleaasgs weft �3 ant3sr va ties Hbmwoev. It lass'J r s ine 5eum to . & g i � mot � �y tea is ha ar was in past: Wile n+ tar, ar dale %be act ac 0 -� to aar-& dw ONS ISII c--;, _ 9 " a n the, the aa9 =? oat Bid is IMM 24010 9 , ' MMGM=„ 4' if is or &C%WdXMd - tt � a 71e des�iem iWL 91� mt'oe Mtbet If= If we hanres t 11c 3 � ginq of this letter that spa p7pplies, the sdden --r�) a �c� �� A0 M intMa�zaY Marx of this lett� o gaaw help . say q'in eler abut 979 L! y �n s yc -m 5b ld heap 15 i.la yC Mao FOUNW Went 17 :7 �o 0 ADDENDUM 3 C_C T° ,q -, �n Area COURCH 'Tar File, Arts G' Too IfiR Lo -9-9 L7. %udr as yz, AzsuFd Janla rj �hrromr, gh Dacemiber 2005 Jan - Dec 06 'Budget Over [Sudget % 03 Duuzloet Income Assesments 113 ° Directors° Assesments 3,150.00 2,600.00 550 °00 121.2% 111 ° Muses Assesrsrant 1,750.00 - -- 2,100.00 - - -- - 350.00 83.3% TotalAssesmenl� 4,900.00 4,700.00 _ 200.00 - - - - - -- 104.3% Donations 113 ° l?S emorial 605.00 500.00 105.00 121.0% 114 ° Honorarium 0.00 150.00 - 150.00 0.0% 713 ° Patron Donations 3,852.50 12,000.00 - 8,147.50 32.1% 121 ° Spotlight 4,741.00 143 ° RaTflel0was Srlunch 0.00 - 100.00 - - -- - 100.00 0.0% Total Donations 9,198.50 '12,750.00 - - -- - 3,551.50 -- 72.1% Program Income 131 • [Broadway in the Parh 139.1 ° Tic"ret Sales 131.11 ° Groaup Ticee-Z Sales 4,152.00 131,12 ° Nklabsila Sales 3,460.00 131.13 • Event Sales 11,526.00 131.94 •Ticket Sales- Commauitj !Locations 28,389.00 139.1 ° Ticket Sales - Other 0.00 50,000.00 - -- - 50,000.00 0.0% Total 131 °1 °Tic%glSales 47,507.00 50,000.00 - 2,493.00 - -95.0% 131.2 ° Booth Rental 131.21 ° Food Booth Rental 1,350.00 900.00 450.00 150.0% 131,22 , Pesnged Sealing 7am0es 13,700.00 7,000.00 6,700.00 195.7% 131 °23 ° Zov'3 225.00 500.00 - 275.00 45.0% 139.24 •'Dar Sages 1,391.12 - Total 131.2 , !9coth Rental -- 16,666.12 8,400.00 8,266.12 - - 198.4% 131.3 ° Program Ad 8,000.00 4,800.00 3,200.00 166.7% 131°5 ° R5lajorSponsor 27,000.00 25,000.00 2,000.00 108.0% 131.8`Sponsor 6,430,00 5,000.00 1,430.00 128.6% 131,9 ° Misc. Bevan ue 131°99 ° B17P logo sales 1,415.50 500.00 915.50 283.1% 131.94 ° Dpporlunity Drawing 4,291.00 3,000.00 1,291.00 143.0% 131.9 ° Other Income 279.00 Total 131.9 ° WNsc. Reyenue -- _5,985.50 3,500.00 - - -- 2,485.50 -- - 171.0% - -- Total 131 ° Broadway in the Parris 111,588.62 96,700.00 14,888.62 115.4% 133 ° Stain lent Arrt Show 135.1 • Student Aug Show donations 1,300.00 -- - 1,600.00 - 300.00 81.3% Total 13a ° Student Art Shops 1,300.00 - - 1,600.00 _ - 300.00 - - -- 81.3% 137 ° Tustin Aril League 137.1 ° Tunstin Arts LLeagim Mzmlber Daces 712.50 700.00 12.50 101.8% 93-17 ° Tustin Art I- sagaue - Other 29.00 Total 137 ° TausNn Art League - - -- 741.50 -- - 700.00 -- -- -41.50 - - - - -- 105.9% 143 ° Arts Master Program 143 °1 ' Vq9rants 0.00 6,500.00 $,500,00 0.0% 145,2 ° Donations 0.00 3,000.00 - 3,000.00 0.0% Talal 145 ° Ails „last r ProEjrarn 0.00 - - -- 9,500.00 - 9,500.00 -- -- 0.0% 143 ° Mzyor°s inaugural Dinner 946.9 ° Sponsorships 10,048.50 14,500.00 - 4,451,50 69,3% 145.3 ° indlyiduW5 5,560.00 4,500.00 1,080 °00 123.6% Total 145 ° Mayor's inaugural Dinner - - -- 15,608.50 19,000.00 - - - -- -- - 3,391.50 - -- - - -- 82.2% -- Total Program Income 129,238.62 127,500.00 1,738.62 101.4% 944 ° Other Income 648.56 180 °'I'nte'rest Income _ 2,496.95 25000 2,248.95 998.8% Total Income -_ 146,482.63 - - - - -- 145,200,00 1,282.63 -- 100.9% Expense Operating sipenses 702 ° Telephone 143.40 210.00 -68.60 68.3% 706 • Nerohant Account woes 161.55 180.00 -18.45 898% 708 ° CPA Pees 330.00 350.00 -20.00 94.3% 710, Insurance Premium 900.00 1,250.00 - 350.00 72.0% 714 ° SoRnsale elates 336.95 732 ° Fees F -Cuues 387.85 500.00 - 112.15 77.6% 736 ° Printing 363.46 350.00 13.46 103.8% 737 ° Postage 244.36 250.00 -5.64 97.7% Page 1 ij M2 °Ion AQ�)Rl C 0 M R C I q,'o 7 'F oT) �,' Arm Rno' M Lo 5z !DmcOocwl wo. Accrual Januaf-)�fta qgh Dec -smbaT 2 cON Page 2 -Dan - 9ec 03 -- - - -C oy 9ge2 -- - 9yer Bu��Jg @2 -- - -- % of D' u0get 753 - Educa2lon /Training 0.00 100.00 - 100.00 0.0% - 757 - Supplies 262.37 600.00 - 337.63 43.7% 761 • Food/Travel Mhena Luncheon 120.00 60.00 60.00 200.0% M, an/liu loman of Year Olnner 200.00 - 200.00 - 0.00 100.0% Total 269 • Food/irayel 320.00 -- -- - 260.00 - - - - -- 60.00 - -- -- 123.1% DO • Fund letter 19.50 4,000.00 - 3,980.50 0.5% 013 • web Si 21.5;2 ALM ` u ll;n r CcouncU hew Tons l» Cash Ezsir. Az og Dcacwfnbw 31, 2005 170TAL L.IAEILFIE3 9 FS-nUiY 88,285.11 pvgg� 1 Dec 31. 03 ASS su3 CU 7,Fent Assz� 3 ChschInBIB nes 7usUn Communo'1� Bank 83,225.30 �lVasbjT?Mon Rlutuai Checking 5,059.81 lblal ChechinElSavings 88,285.11 7W.-ii CuTran2 Aszs3z 88,285.11 u ®u QL ASS T3 88,28&11 L I41BILO a iES 8 EQUITY Equity, 30J0 ° Opaninp Dpi FE-qu sy 24,014.92 300© ° Retainsd Earnings 34,744.26 MZ2 income 29,525.93 T ®lal E —qujz�7 88,285.11 170TAL L.IAEILFIE3 9 FS-nUiY 88,285.11 pvgg� 1 0 0 ADDENDUM 4 in 1,000's 60 50 40 30{ 201 10I I ja n06 Mar06 Feb06 ' Pr06 Income and Expense by Month January through December 2006 IT-M. _Rx p� s M06 SePD6 Rm06 AugO6 Income Summary January thro -ugh Decrernnber 2006 s� Oct06 Dec06 Program Income 0/488.23 Donations 6.28 Asses.T.nents 3.35 160 ° Interest Income 1.70 144 ° Other Income 0.44 Totall — - - - - - -- - -- $146,482.63) ADDENDUM. 5 in 1,000 °s 60 I Income and lExpenn by Month Jam, my through Deo�m, mer 2006 lE�pens�ej -- J D6 ma 06 May06 JU106 SeP06 NoY06 FebD6 Apr06 JLM06 AugD6 octD6 Dec06 Expmse Sn,u= PTograi lE�pennses %96.57 January, thmugh Deve -mber 2006 pperatinn 1E tjns ,es _ 3.43 Total V169956.70 By Accotuat rmi� M � � � ?f�7elcorne, The Ci, ,ty Of Tustin and the %Anion of our !City Council have been wmrWng Karel over she past decade to c�e")elop programs an-1 ac,ilibes to enhance `�fue benariss of participation in park and recrzaUon programs, The benefits are endless, Tustin has spent over $16 Million in the last ten years in developing park and recreDdOTI faclUties. The ,Parks and Flecreation staff has njorked hard at programs to provide opportunities for Hving, learning and leading a full and pToducti've l°ofea By participating in ra park and recr aVon program, can sincerely say that time benefits are endless, yet rnvt in` zangibleo We can measure the ImproNvernent to sle quailtRy of life in Tustin, because you, as a parsicipan`t, de'velc;p a sense of accornpUshmen 'ta explore: your crecativi'ty and promote good health, and well being, Spend sometime with your Tarnily reMiexpAng the "Tustin ` 'oday," .then c!he,cJk, out our new online registration serviceso The CHLy ou 4us'lin is proud to help create our communi "J Uhrc ugh people, parrs and programs, RespectfuiIY, Pesrick Sanchez Director, Parks and Recreation Services Our Mission The 'Par'ks and l3ecreation apartrnentt contributes to the enrichment of lltiies of our community ressidents by., o 3ei g the catalyst for the community to create its D1,,un, unique sense of place and enjoyment, Providing PTO-active alternatives 'to bahc ✓ior the)T the community deems unacceptable, Contributing to 'the economic �vitallty cif l e communi y. Nj'Ve pjill accomplish `tNs mission by providing and Tacilltoting recreation, cul`tur al,/ ine arts and hU En service programs `that are rasponsi%ie to resldsnts'needs and are integrated " "vi` h progracrns and facilities of other agencies. �J,Ve liNAll ir,1ioxhve the pubMr- in the design and delivery of perks -anal recreation programs, ,policies and procedures, keeping The public well - informed of avalla:ble services. •t � _ � Legacy of «xceflanca in, Education 300 Scu?h, C Street, TuStln, CA 92730 -3695 * (7.14) 730 -7301 FA ;Y (714) 731-53990 www.tusUn.k12.ca.us February 13, 2007 Dear Members of the City Council: I am very pleased to write this letter on. behalf of the Tustin Area Council for Fire Arts.. Their programs, which include the Barbara Benson Memorial Scholarships, the Student' Art Show, Meet the Masters and Broadway in the Park, are all valued by the Tustin Unified School District. Most pa-rtticularlywe are so grateful for the Art Masters program -which enriches the Byes of over 1,000 students in two of our underserved schools: Besyvick and Heideman. We value this program and believe that it makes a difference in the lives of these students; Although I have not yet seen my first Broadway in the Park, I am looking forward to it in August. I.have heard so many wonderful things about it. I have agreed to `serve on the"Advisory Committee of TACFA and look .fon -vaxId to a rewarding relationship with the group; If I can be of any assistance as you snake decisions relevant to TACFA's good work, please do not hesitate to contact me. Sincerely, ' ti Richard Bray Superintendent BOARD Qf �- i DMC AT110JAI Jonathan Abelove - Tammie Bullard , Lynn Davis - James Laird o Francine Scinto