Extracted text (via ocr_local)
60032 characters
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Town of Wi
ckenburg
Bed Tax Marketing Grant Application
Organization Name: Wickenburg Art Center and Gallery DBA Wickenburg Art Club WAC
Address: 188 S. Tegner Street
Phone: 928-684-0483 24 Phone: 623-523-4946
Emait: www.wickartcenter.org
Contact Name and Title: Claudia Summers _____ Grant Chair Board Member _
Scope of Work:
WAC provides a wide array of artist events, 11 focused events and 12 education workshops annually.
Attendance was up to 5,500 a 10% increase over 2023/2024. Our goal for 2025/2026 is 10% increase
overall for events held August through June 2026, all events and workshops are open to the public.
Bed Tax to be used to cover hardcopy marketing media only either as individual! or group promtions.
WAC is 100% voluntary organization who promotes community engagement with local businesses
and organizations such as Desert Cabelleros Museum, Wickenburg Community Services Center,
and Wickenburg Community Hospital. WAC is recognized within the Phoenix area as a culture center.
Funding Amount Requested: $1,000.00
Claudia Summers, Grant Chair Board Member duly 24, 2025
Authorized Agency Representative Title Date
Bed Tax Response:
1. Description: WAC provides a wide array of artist events throughout the year with over 5,000
attendees in 2023 amd increasing annually at a rate of 10%. WAC is 100% voluntary supported
organization and recognized within the Phoenix area as a culture center for all Wickenburg residents.
Marketing goal project is a 10% increase in membership and event attendance.
Enhancing and increasing marketing for the WAC will attract more members, visitors, and community
engagement. Here are strategies to achieve that: word count78
Strengthen Online Presence
* Website Revamp: Ensure the WAC website is up-to-date, visually appealing, and easy to
navigate. Include artist profiles, a calendar of events, galleries of members’ work, and options
for membership or donations, established in fall of 2024,
¢ Social Media Marketing: Increase activity in platforms like Facebook, Instagram, and X to
share regular updates, event promotions, and art tips. Use hashtags relevant to art and
Wickenburg to reach a broader audience.
Engage with Local Media
© Press Releases: Regularly send press releases to local newspapers, magazines, and radio
stations to announce upcoming events, exhibitions, and workshops.
¢ Feature Stories: Pitch feature stories about unique artists in the club, special projects, or the
history and impact of the WAC to local media outlets.
Collaborate with Local Businesses and Organizations
e Partnerships: Parmer with local businesses, such as Desert Caballeros Museum .
* Cross-Promotions: Collaborate with other community organizations, such as the Wickenburg
Chamber of Commerce, Desert Caballeros Museum, Wickenburg Community Services
Corporation(WCSC), Wickenburg Community Hospital and Wickenburg Ranch, to promote
joint events and art programs.
Host Signature Events
¢ Annual Art Fair: Artisan, Holiday, Paint Wickenburg, Paws and Paint, Inferno, West of Center,
Cowgirl UP, Double Takes are prominent annual art events. Six additional collaborative
education and open studio events draw the community and visitors from surrounding areas. a
total of 5,500 visitors attended in 2024 these signature events.
¢ Themed Exhibitions: Paint Wickenburg a new culture event 2024 drew over 100 attendees
with an expectation of a 10% increase in 2025.
* Art Classes and Workshops: WAC Aggressively prompts art classes and workshops as a way
for the community to engage with art. Offer sessions for all skill levels, including beginner
classes to attract new members.
Board of Directors as of July 24, 2025
Media - Sandra Selle-Rodriguez
Membership Director - Su Small
Grant Chair -Claudia M Summers
Data Protection Officer - Cheryl Hoyer
Executive Director - Pamela Plummer
President - JoAnn P Lauterbach
Secretary - Linda Sanders
Treasurer - Lisa Saines
Vice President — Open Position
Webmaster - Chery] Hoyer
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Form W-9
Request for Taxpayer
. . Give form to the
Fe. March 2024) Identification Number and Certification requester. Do not
partment of the Treasur
internal Revenuo Service y Go to www.irs.gov/FormW9 for instructions and the latest information. Send to the IRS.
Before you begin. For guidance related to. the purpose of Form W-9, see Purpose of. Form, below.
entity's name on line 2.)
WICKENBURG ART CLUB
1 Name of entity/individual. An entry is required. (For a sole roprietor or disregarded entity, enter the owners Name on line 1, and enter the business/disregarded
2 Business name/disregarded entity name, if different from above,
only one of the following seven boxes.
0 Individual/sole proprietor corporation
box for the tax classification of its owner.
Print or type,
3a Check the appropriate box for federal tax classification of the entity/individual whose name Is entered on line 1. Check
OC S corporation
1D) ie. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)
Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P} for the tax
Classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead chack the appropriate
4 Exemptions (codes apply only to
Certaln entitles, not individuals;
&9e instructions on page 3);
C] Parinership [1] trustestate
Exempt payea code {it any)
Exemption from Foreign Account Tax.
Compliance Act (FATCA} reporting
0 Other (see instructions) code (if any}
3b If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, 7
and you are providing this form to a Partnership, trust, or estate in which you have an ownership interest, check Applies to accounts maintained
this box if you have any foreign partners, owners, or beneficiaries. Seo Instructions - . |. ek, outside the United States.)
5 Address (number, street, and apt. or suite no.). See instructions.
PO BOX 1737
See Specific Instructions on page 3.
Requester‘s name and address (optional)
6 City, state, and ZIP coda
WICKENBURG, AZ 85358
7 Ust account number(s} here (optlonah
Part | fl Taxpayer Identification Number (TIN)
Enter your TiN in the appropriate box. The TIN provided must match the name given on line 7 to avoid [Social security number Z|
backup withholding. For individuals, this is generally your social security number (SSN). However, for a
resident allen, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other ~ ~
entities, ft is your employer identification number {EIN). tf you do not have a number, see How to geta or
TIN, later.
Note: If the account is in more than one name, see the instructions for line 1. See also What Name and
Number To Give the Requester for guidetines on whose number to enter,
| Employer Identification number t
lo|s|-|2]7/e]sje|4|s
GEES Certification
Under penalties of perjury, t certify that:
1, The number shown on this form is my Correct taxpayer identification number (or | am waiting for a number to be issued to me); and
2. 1am nat subject to backup withholding because (a) 1 am exempt from backup withholding, or (6) { have not been notified by the Intemal Revenue
Service (IRS) that | am subject to backup withhotding as a result of a failure to report all interest or dividends, or (c) the JRS has notified me that | am
fo longer subject to backup withholding; and
3. 1am a U.S, citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that | am exempt from FATCA reporting is correct.
Certification instructions, You must cross out item 2 above if you have been notified by the {RS that you are currently subject to backup withholding
because you have failed to report all interest and dividends on your tax retum. For real estate transactions, item 2 does not apply. For mortgage Interest paid,
acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments
other than interest and dividends, you are not required to sign the certification, but you must provide your conect TIN. See the instructions for Part il, later.
Sign Signatursof
Here |us.
Date Yiglav
General Instructions
Section references are to the intemal Revenue Cade unless otherwise
noted.
Future developments. For the latest information about developments
related to Form W-9 and its instructions, such as legislation enacted
after they were published, go to www.irs.gav/FormW9.
What's New
Line 3a has been modified to clarify how a disregarded entity completes
this tine, An LLC that is a disregarded entity should check the
appropriate box for the tax classification of Its owner. Otherwise, it
should check the “LLC” box and enter its appropriate tax classification.
New line 3b has been added to this form. A flow-through entity is
required to complete this line to indicate that it has direct or indirect
foreign partners, owners, or beneficiaries when it provides the Form W-9
to another flow-through entity in which it has an ownership interest. This
change is intended to provide a flow-through entity with information
regarding the status of its indirect foreign partners, owners, or
beneficiaries, so that it can satisfy any applicable reporting
requirements. For example, a partnership that has any indirect foreign
partners may be required to complete Schedules K-2 and K-3. See the
Partnership instructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an
information retum with the IRS Is giving you this form because they
Cat. No. 10231X
Form W-9 (Rev. 3-2024)
$
Most Recent Filing: 2023 Form 990
« Fiscal Year Ending: December 2023
e IRS Received Date: October 11, 2024
e Form Type: Standard Form 990 (not 990-EZ) Wickenburg Community Hospital
Foundationt+t9Cause 10+9Wickenburg Community Hospital F oundationt9 Wickenburg
Community Hospital Foundation+5ProPublicat5 Wikipediat5
You can view or download the full PDF via Cause 1Q’s platform, though only the first 40 pages
are shown online before requiring a download. Cause 1Q+1 Cause 1Q+1
Unfortunately, structured summary financial data (e.g. revenue, expenses, net assets) is not
publicly extracted by ProPublica for this filing cycle, so we don’t have a quick totals overview.
ProPublica
311 What About the 2024 Form 990?
¢ For Fiscal Year ending December 2024, the Form 990 is not yet available from IRS or
third-party sources as of July 2025. ProPublica+2ProPublicat+2 Wikipediat+2
» Filing deadlines typically fall on the 15th day of the Sth month after year-end—so due
around May 2025, with a possible six-month extension to November 2025. Wikipedia
i Summary Table
Fiscal Year Filing Date Form Type Financial Data
2023 Oct 11, 2024 Form990 Available via PDF
2024 Not yet filed — Not yet available
WICKENBURG ART CLUB
Annual Report
Fiscal Year: January 1 — December 31, 2024
Message from the Board
The Wickenburg Art Club (WAC) proudly celebrates another year of creativity, community, and
cultural enrichment. As we reflect on 2024, we are reminded of our mission to support artistic
expression, promote art education, and connect our rural community through the visual arts.
This year, the Club expanded its reach, deepened its partnerships, and strengthened its financial
position—all thanks to the support of our members, volunteers, donors, and the Town of Wickenburg.
Key Accomplishments
Holiday Market 2024
Successfully hosted our annual juried art festival with over 80 participating artists and 750+
attendees. The event raised $3,200 to support our general operations and scholarship fund.
Expanded Art Education
Added new classes in encaustic painting, printmaking, and advanced clay techniques.
Scholarships awarded to four local students pursuing the arts.
Facility Enhancements
Installed energy-efficient lighting in the gallery and improved accessibility for ADA
compliance.
Began planning for a 1,000 sq. ft. expansion project to support community growth and
additional programming.
Community Engagement
Collaborated with the Desert Caballeros Western Museum, West of Center, and Cowgirl Up for
cross-promotional exhibits.
Launched a Veterans Art Program and hosted monthly “Art Talks" for the public.
Grant and Funding Activity
Secured over $27,000 in external grants and sponsorships.
Declined a 2024/25 Town marketing grant due to late invoice cycles and adopted a corrective
action plan for future fiscal alignment.
94
Financial Summary
Category Amount
Revenue (incl. grants) $51,750
Operating Expenses $46,900
Net Surplus $4,850
Reserve Account Balance $18,300
Looking Ahead: 2025 Goals
1. Begin Facility Expansion
Secure final funding and permits for the studio and gallery upgrade project.
2. Strengthen Outreach
Launch “Art in the Park” youth program and host two community exhibitions.
3. Enhance Inclusivity
Increase accessibility options and eliminate membership dues for at-risk populations through
grant support.
4. Sustain Financial Growth
Diversify funding through foundation outreach, donor engagement, and artist partnerships.
Acknowledgments
Our deepest thanks to our members, volunteers, sponsors, and partners. Special recognition goes to the
Town of Wickenburg, Wellik Foundation, Del E. Webb Foundation, and the Desert Caballeros Western
Museum for their continued support.
TR
Latest Filing: 2023 Form 990-EZ (fiscal year ending
December 2023)
« The most recent 990-EZ was filed November 9, 2024 with the IRS, covering the fiscal
year that ended December 31, 2023. TaxExemptWorld+8ProPublicat+8Catise 1Q+8
Financial snapshot from that filing:
Revenue: $48,561
Expenses: $58,158
Net Loss: -$9,597
Total Assets: $355,051
Total Liabilities: $38,095
Net Assets: $316,956 ProPublica
All listed officers, including the president (Jeane Fleck), treasurer (Judith Haring),
secretary (Linda Sanders), and others, reported $0 compensation for that year.
ProPublicat1Give Freely+1
What about the 2024 Form 990-EZ?
«The fiscal year ending December 31, 2024 would correspond to the 2024 Form 990-EZ,
but as of now it has not yet been filed or published. Typically, that return would have a
due date in May 2025, with possible extensions to November 2025.
i Key insights
« Because Form 990-EZ reports lag the actual fiscal year by nearly a year, the most up-to-
date publicly available data reflects 2023 results, not 2024.
¢ Once Wickenburg Art Club submits their 2024 filing (likely in the latter half of 2025), it
will appear on nonprofit data services like ProPublica’s Nonprofit Explorer and CauselQ.
IRSwickenburgartclub.org+6ProPublicat6ProPublicat+6
Summary Table
Fiscal Year Filing Date Revenue Expenses Net Income Net Assets
2023 Nov 9, 2024 $48,561 $58,158 —$9,597 $316,956
2024 Not yet filed — _— —_— —
/O
Latest Filing: 2023 Form 990-EZ (fiscal year ending
December 2023)
e The most recent 990-EZ was filed November 9, 2024 with the IRS, covering the fiscal
year that ended December 31, 2023. TaxExemptW orld+8ProPublica+8Cause 1Q+8
Financial snapshot from that filing:
Revenue: $48,561
Expenses: $58,158
Net Loss: -$9,597
Total Assets: $355,051
Total Liabilities: $38,095
Net Assets: $316,956 ProPublica
All listed officers, including the president (Jeane Fleck), treasurer (Judith Haring),
secretary (Linda Sanders), and others, reported $0 compensation for that year.
ProPublicat+1 Give Freely+1
Q What about the 2024 Form 990-EZ?
¢ The fiscal year ending December 31, 2024 would correspond to the 2024 Form 990-EZ,
but as of now it has not yet been filed or published. Typically, that return would have a
due date in May 2025, with possible extensions to November 2025.
i Key insights
e Because Form 990-EZ reports lag the actual fiscal year by nearly a year, the most up-to-
date publicly available data reflects 2023 results, not 2024.
* Once Wickenburg Art Club submits their 2024 filing (likely in the latter half of 2025), it
will appear on nonprofit data services like ProPublica’s Nonprofit Explorer and CauselQ.
IRSwickenburgartclub.org+6ProPublicat+6ProPublicat6
Summary Table
Fiscal Year Filing Date Revenue Expenses Net Income Net Assets
2023 Nov 9, 2024 $48,561 $58,158 -$9,597 $316,956
2024 Not yet filed — - -
/0
-[efite Public Visual Render__] ObjectId: 202433149349200918 - Submission: 2024-11-09 { TIN: 94-2789845]
Short Form OMB No, 1545-0047
romYQOEZ Return of Organization Exempt From Income Tax 2023
Oepartment of the Treasury | Under section 501(c), 527, or 4947(a)(1) of the Internat Revenue Code (except private foundations)
intemal Revenue Service
> Do not enter social security numbers on this form as It may be made public. Open to
Public
» Go to www.irs.gov/Form990EZ for instructions and the latest information. Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
8B Check if applicable: C Name of organization D Employer identification number
O Address change WICKENBURG ART CLUB INC
94-2789845
Ni chan
OName ge Number and street (or P.O. box, if mail Is not delivered to street address) Room/suite E Telephone number
O Initial return PO BOX 1737
O Rinal return/termineted (928) 684-0483
City or town, state or province, country, and ZIP or foreign postal code
O amended return WICKENBURG, AZ 85358 F Group Exemption
OC Application pending Number >
G Accounting Method: Cash OAccrual Other (specify) P. Ho Check
required to attach Schedule B
(Form 990, 990-EZ, or 990-PF).
I Website: Pia
J Tax-exempt status (check only one} - 501(e)(3)en) O S01tc)( ) @ {insert no.) O 4947(a)(1) or O 527
K Form of organization: Corporation © Trust © Association O Other
L Add lines Sb, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more,
or if total assets (Part II, column (B) below)
are $500,000 or more, file Form 990 instead of Form 990-EZ «ww ee te eh ee . . wee ee we $119,764
Part | Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part 1)
Check if the organization used Schedule O to respond to any question in thisPartl, . 0... ek ee ee ee ee
1 Contributions, gifts, grants, and similar amounts received «6 6 6 6 ee ee ee 1 720
2. Program service revenue including government fees and contracts». - + 6s ee ee ee ts 2 110,299
3 Membership dues and assessments © 6 6 ee ee es eee ee . 3 8,676
4 Investment income . - - 6s ee eee rar ee eee rr 4 69
Sa Gross amount from sale of assets other than inventory... - + «+ Sa
b Less: cost or other basis and sales expenses . . - 6 ee ee ee . Sb 0
Gain or (loss) from sale of assets other than inventory (Subtract line Sb from line Sa). . - - « « Sc 0
6 Gaming and fundraising events
3 a Gross income from gaming (attach Schedule G if greater than $15,000) l 6a |
¢ b Gross income from fundraising events (not including $ of contributions from
e fundraising events reported on line 1) (attach Schedule G if the
sum of such gross income and contributions exceeds $15,000) yo 6b Q
c Less: direct expenses from gaming and fundraising events see 6c
Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) 6d 0
Ja Gross sales of Inventory, less returns and allowances . «© - s+ 7a
b Less: cost of goods sold a 7b [t]
Gross profit or (loss) from sales of inventory (Subtract line 7b from fine 7a) 6 6 6 ee ett 7e 0
8 Other revenue (describe in ScheduleQ) © 6 6 6 8 8 ee tt ee te es 8
9 Total revenue. Add lines 1, 2, 3,4, 5c, 6d, 7c,and8 «se ee et ej) 9 119,764
10 Grants and similar amounts paid {list in ScheduleO) © 6 6 6 ee ee 8 he et et 10
11 Benefits paid to or for members 6 6 ee et ee es 11
¥ 12 Salaries, other compensation, and employee benefits 20. 06 6 eee ee we eet 12
¢ 13 Professional fees and other payments to independent contractors . . - + + + + es + ft tos 13 9,900
¢ 14 Occupancy, rent, utilities, and maintenance. - 6 6 6 6 8 ee eh ee es 14 23,229
W)a5 Printing, publications, postage, andshipping. © - 6 6 6 8 ee ee ee ee 15 26,123
16 Other expenses (describe in Schedule 0) we ee 16 57,581
17. Total expenses. Add lines 10 through 16. - e+ st | 17 116,833
18 Excess or (deficit) for the year (Subtract line 17 from line 9) a 18 2,931
3 19 Net assets or fund balances at beginning of year (from tine 27, column {A)) (must agree with
2 end-of-year figure reported on prior year’s return) «© 6 6 ee ee ee et ee 19 326,275
g 20 Other changes in net assets or fund balances (explain in ScheduleO). 2 6 6 ee ee ee 20
21 Net assets or fund balances at end of year. Combine lines 18 through 20. 6 ee ee ee 21 329,206
For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 106421 Form 990-EZ (2023)
i
Page 2 -
Form 990-EZ (2023) Page 2
Part I! Balance Sheets(see the instructions for Part If)
Check if the organization used Schedule O ta respond to any question in this Part IT we eee ee ke ee ee
A) Beginning of year (B) End of year
22Cash, savings, andinvestments . . . 1. 1 6 6 ee ee ek ee 119,746] 22 123,038
23landandbuildings 2. 1 6 ee ee ee ee ee 206,412] 23 206,412
24 Other assets (describe in Schedule 0) se ee we we 46,427] 24 48,012
25Totalassets . 2. 2 1 ww ee ee te 372,585| 25 377,462
26 Total liabilities (describe in Schedule 0). . 2 1 6 1 se ee ee 46,310] 26 48,256
27 Net assets or fund balances (line 27 of column (B) must agree with line 21) 326,275] 27 329,206
Partlll Statement of Program Service Accomplishments (see the instructions for Part III) _ Expenses
Check if the organization used Schedule O to respond to any question in this Part III Oo (Required for section 501(c)
What is the organization's primary exempt purpose? oe csionee oefianal for
ENCOURAGEMENT OF LOCAL COMMUNITY ARTISTS others)
Describe the organization's program service accomplishments for each of its three largest program services, as
measured by expenses. In a clear and concise manner, describe the services provided, the number of persons
benefited, and other relevant information for each program title.
28 ART EDUCATIONAL PROGRAMS 28a 116,832
(Grants $ 720) If this amount includes foreign grants, check here . . . >» O
29 29a
(Grants $ ) If this amount includes foreign grants, check here . .. >» O
30 30a
(Grants $ ) If this amount includes foreign grants, check here... > O
31 Other program services (describe inScheduleO)} . 2 6 ww eee
(Grants $ ) If this amount includes foreign grants, check here . 2 0. 0 3ta
32 Total program service expenses (add lines 28a through 31a) wee ee ee > 32 116,832
Part }\ List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated ; see the instructions for Part IV)
Check if the organization used Schedule O to respond to any question inthis PartIV. 2 . . 2. a ee fa)
(a) Name and title {b) Average (¢) Reportable (d)} Health benefits, (e)} Estimated amount
hours per week compensation contributions to employee of other compensation
devoted to position | (Forms W-2/1099- benefit pians, and
MISC) (if not paid, | deferred compensation
enter -0-)
JUDITH HARING 5.00 vy 0 9
TREASURER
JEANE FLECK 5.00 [t] 0 0
PRESIDENT
VACANT 4.00 it) 0 it)
VICE PRESIDENT
LINDA SANDERS 4.00 0 0 it)
SECRETARY
POPPY BEHRENS 1.00 0 Q 0
DIRECTOR OF MEDIA
Page 3
Form 990-EZ (2023)
Form 990-EZ (2023)
Page 3
Part \
instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V .
Other Information (Note the Schedule A and personal benefit contract statement requirements in the
is)
33
3
3
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," Provide a
detailed description of each activity In Schedule O a .
4 Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy
of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change
on Schedule 0. See instructions, 6. 6 ee ee ee ee ee
Sa Did the organization have unrelated business gross income of $1,000 or more during the year from business
activitles (such as those reported on Jines 2, 6a, and 7a, among others)? none . bone
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If “No,” provide an explanation in Schedule O
Was the amanizatinn a cectian S16“ ay SAPS) or SATEP VA) arnanizatinn cubiect ta cactian ANIA
Yes No
33 No
34 No
35a
35b
No
ete ceue cage pnemaiees ec weenie See gene ye Cr eR ere ee ay ota etenee ei pmieme nes cogsmms os sormes! seen,
notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III ‘ 35¢ No
36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during
the year? If "Yes," complete applicable parts of Schedule N eek ee ee . 36 No
37a Enter amount of political expenditures, direct or indirect, as described in the Instructions. | 37a l
b_ Did the organization file Form 1120-POL forthis year? we ee ee ee ee ee . 37b No
38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? . 38a No
b If "Yes," complete Schedule L, Part I] and enter the total amount involved . 38b
39 Section 501(c)(7) organizations. Enter:
a_ Initiation fees and capital contributions Included on line 9 ar 39a
b Gross receipts, included on line 9, for public use of club facliitles eee ee 39b g
40a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 D> j section 4912 ; section 4955 P.
b Section 501(c)(3), 501(c)(4), and 501(c){29) organizations. Did the organization engage in any section 4958
excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that
has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes," complete Schedule L, Part I 40b No
© Sectton 501(c}(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization
managers or disqualified persons during the year under sections4912, 4955, and 4958 >
d Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed
by the organization >
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter 40e No
transaction? If "Yes," complete Form 8886T . . - - a a
41 List the states with which a copy of this return is filed. D>
42 The organization's books are in care of Br LANNA MESENBRINK Telephone no. (928) 231-4543
a
Located at P PO BOX 1052_WICKENBURG , AZ ZIP + 4 PB 85358
Yes No
b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a 42b No
financial account in a foreign country (such as a bank account, securities account, or other financial account)?
If “Yes,” enter the name of the foreign country: >.
See the Instructions for exceptions and fiting requirements for FInCEN Form 114, Report of Foreign Bank and Financial
Accounts (FBAR).
c¢ Atany time during the calendar year, did the organization maintain an office outside the U.S.2 42¢ No
If “Yes,” enter the name of the foreign country >
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041- Check here . . ~ 2 e PO
and enter the amount of tax-exempt interest received or accrued during the tax year re | 43 |
Yes No
44a Did the organization maintain any donor advised funds during the year? If “Yes,” Form 990 must be completed instead
of Form 990-EZ ee . | 44a No
b Did the organization operate one or more hospitat facilities during the year? IF “Yes,” Form 990 must be completed
instead of Form 990-EZ. eee ee 44b No
¢ Did the organization receive any payments for indoor tanning services during the year? - ee ee a4c No
If “Yes,” to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an
explanation in Schedule. ee ee ee ee ee ee [Ad
45a Did the organization have a controlled entity within the meaning of section 512(b){13)?_ see ee ee . 45a No
4Sb Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning
of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of
Form 990-EZ (see instructions)» 6 6 ee ee et . - ee . 45b No
Form 990-EZ (2023)
Page 4
Form 990-EZ (2023) Page 4
Yes No
46 Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to
candidates for public office? If *Yes," complete Schedule C, Partl. . - - 6 es wee 46 No
Part \| Section 501(c)(3) Organizations Only
All section 501(c)(3) organizations must answer questions 47- 49b and 52, and complete the tables for tines 50 and 51.
Check if the organization used Schedule O to respond to any question in this Part VI, ,
we ee es O
47 Did the organization engage in lobbying activ ties or have a section 501(h) election in effect during the tax year?
Yes No
J2
ar yes, Complete scneauie vL, rart 12 soe
Sd . af wo
48 is the organization a school as described in section 170(b)(1)(A)(Ii)? If “Yes," complete Schedule E os 48 No
49a Did the organization make any transfers to an exempt non-charitable related organization? a ee ee 49a No
b If “Yes,” was the related organization a section 527 organization? . . . 1 1 we ee ee kk 49b
50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees)
who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and titie of each employee (b) Average (c) Reportable (d) Health benefits, (e) Estimated amount
hours per week compensation contributions to employee} of other compensation
devoted to position (Forms W-2/1099- benefit plans, and
MISC) deferred compensation
NONE
f Total number of other employees paid over $100,000 .
51
Complete this table for the organization's five highest compensated independent contractors wha each received more than $100,000 of
compensation from the organization. If there is none, enter "None.”
(a) Name and business address of each independent contractor (b) Type of service {c} Compensation
NONE
d Total number of other independent contractors each receiving over $100,000. ee ee ee »
§2 Did the organization complete Schedule A? NOTE. All section 501(c)(3) organizations must attach a
completed ScheduleA ....... eee eee See ee ee Cee ee ee see ee > Byes Ono
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. Declaration of preparer (other than officer) is based on all information of which preparer
has any knowledge.
2024-05-03
. Signature of officer Bate
Sign
Here LISA SAINES TREASURER
Type or print name and title
Print/Type preparer's name Preparer’s signature Date O PTIN
. LACY SORENSEN 2024-11-09 | Check if | po1sse627
Paid self-employed
Preparer Firm's name D> CANNA MESENBRINK & ASSOCIATES Firm's EIN D 86-0635633
Use On ly Firm's address PO BOX 1052 Phone no. (602) 390-1621
WICKENBURG, AZ 85358
May the IRS discuss this return with the preparer shown above? See instructions 4 >» Yes ONo
Form 990-EZ (2023)
Additional Data
Software ID:
Software Version:
[efile Public Visual Render __] ObjectId: 202433149349200918 - Submission: 2024-11-09 | TIN: 94-2789845]
OMB No. 1545-0047
SCHEDULE A Public Charity Status and Public Support
(Form 990) Complete if the organization is a section 501(c)(3) organization or a section 2023
4947(a)(1) nonexempt charitable trust.
Department of the Treasury & Attach to Form 990 or Form 990-EZ. .
intemal Revenue Service & Go to www. irs.gov/Form990 for instructions and the latest information. Open to Public
Inspection
Name of the organization Employer identification number
WICKENBURG ART CLUB INC
94-2789845
PartI
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
0
7 0
7 0
4 0
5 0
a)
is)
§ 0
0
10
nu Oo
2 0
a 0
no)
© O
40
e Oo
Enter the number of supported organizations . . . we: eM Me eae ee ee
A church, convention of churches, or association of churches described in section 170(b)(1)(A}(i).
A school described in sectlon 170(b)(1)({A)(ii). (Attach Schedule E (Form 990).)
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iil).
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(ili). Enter the hospital's
name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
170(b)(1)(A){iv). (Complete Part If.)
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v}.
An organization that normally receives a substantial part of its support fram a governmental unit or from the genera! public described in
section 170(b)(1)(A)(vi). (Complete Part I.)
A community trust described in section 170(b)(1)(A)(vi). (Complete Part I.)
An agricultural research organization described in 170({b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a
non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts
from activities related to its exempt 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). (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See section 509(a){4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a){2). See section 509(a)(3). Check the box
on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g,
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported
organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must
complete Part IV, Sections A and B.
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having contro! or
management of the supporting organization vested in the same persons that control or manage the supported organization(s). You
must complete Part IV, Sections A and C.
Type III functionally integrated. A supporting organization operated in connection with, and functionally Integrated with, its
supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
Type III non-functionatly integrated. A supporting organization operated in connection with its supported organization(s) that is not
functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see
instructions). You must complete Part IV, Sections A and D, and Part V.
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type II functionally
integrated, or Type III non-functionally integrated supporting organization.
9 Provide the following information about the supported organization(s).
(i) Name of supported (ii) EIN {iii) Type of (iv) Is the organization tisted (v) Amount of (vi) Amount of
organization organization in your governing document? | monetary support | other support (see
(described on lines (see instructions) instructions)
1- 10 above (see
instructions))
Yes No
Total 0
For Paperwork Reduction Act Notice, see the Instructions for Cat. No. 1128SF Schedule A (Form 990) 2023
Form 990 or 990-EZ.
Page 2
Schedule A (Form 990) 2023 Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(v1)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III.
If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Palandae ves T T T T T T
(or fiscal year beginning in) > (a) 2019 (b) 2020 {c) 2021 (d)} 2022 (e) 2023 (f) Tota!
1. Gifts, grants, contributions, and
membership fees received. (Do not
include any “unusual grant.”) .
2. Tax revenues levied for the
organization's benefit and either paid
to or expended on its behalf. -
3. The value of services or facilities
furnished by a governmenta} unit to
the organization without charge..
4 Total. Add lines 1 through 3
5 The portion of total contributions by
each person (other than a
governmental unit or publicly
supported organization) included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f) .
6 Public support. Subtract line 5 from
line 4.
Section B. Total Support
(a recal Year beginning in) (a) 2019 (b) 2020 (e) 2021 (a) 2022 (e) 2023 (f) Total
7 Amounts from line 4.
8 Gross income from interest,
dividends, payments received on
securities loans, rents, royalties and
income from similar sources.
9 Net income from unrelated business
activities, whether or not the
business is regularly carned on
10 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI). .
41 Total support. Add lines 7 through
12 Gross receipts from related activities, etc. (see instructions). - . . . - . oe ee [12 l
13 First S years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check
this box and stop here... +--+: > Ce ee eee ee ee ts .e eee OO
Section C. Computation of Public Support Percentage
14 Public support percentage for 2023 (line 6, column (f} divided by line 11, column (f}). 6... - + 14 O%
15 Public support percentage for 2022 Schedule A, Part II, line 14. we ee ee BH 15
16a 33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 13% or more, check this box
and stop here. The organization qualifies as a publicly supported organization. . wee - 6BBie ee ee rr od O
b 33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and fine 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization . ey ee ee rO
17a 10%-facts-and-clrcumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the “facts-and -circumstances” test, check this box and stop here. Explain in Part VI how the organization
meets the “facts-and-circumstances” test, The organization qualifies as a publicly supported organization. ....... rn QO
b 10%-facts-and-clrcumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the “facts-and -circumstances” test, check this box and stop here. Explain in Part VI how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization. ..... .- ae OO
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions... - - + ae : -ie 4 GO... . BM. RR. a. oe > O
Schedule A (Form 990) 2023
———= — Page 3 —— ——— —_—_——
Schedule A (Form 990) 2023 Page 3
Part LI Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on fine 10 of Part 1 or if the organization failed to qualify under Part Il. If
the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
fon theta Fee eginning in) > (a) 2019 (b) 2020 {c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and
membership fees received. (Do not 8,947) 6,662 7,145 7,105 8,676 38,535
include any “unusual grants.") .
2. Gross receipts from admissions,
merchandise sold or services
performed, or facilities furnished in 87,478] 44,828] 81,492] 111,019 324,817
any activity that |s related to the
organization's tax-exempt purpose
3 Gross receipts from activities that are
not an unrelated trade or business 0
under section 513 .
4 Tax revenues levied for the
organization's benefit and either paid te)
AU Ut CApCHMEY UN Ke UenaH. 6.
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge
6 Total. Add lines 1 through 5 96,425] 6,662 51,973} 88,597] 119,695 363,352
7a Amounts included on lines 1, 2, and 0
3 received from disqualified persons
b Amounts included on lines 2 and 3
received from other than disqualified
persons that exceed the greater of 0
$5,000 or 1% of the amount on line
13 for the year.
¢ Add lines 7a and 7b. . 0
8 Public support. (Subtract line 7c
from line 6.) 363,352
Section B. Total Support
Calendar year
(or fiscal year beginning in) (a) 2019 {b) 2020 (¢) 2021 (d) 2022 (e) 2023 (f) Tota!
9 Amounts from line 6. |. 96,425] 6,662 51,973 88,597 119,695 363,352
10a Gross income from interest,
dividends, payments received on 47 69 116
securities loans, rents, royalties and
income from similar sources. .
b Unrelated business taxable income
(less section 511 taxes) from
businesses acquired after June 30,
1975.
¢ Add lines 10a and 10b. 47 69 116
11 Net income from unrelated business
activities not included on line 10b,
whether or not the business is
regularly carried on,
12 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VL). .
13 Total support. (Add lines 9, 10c,
11, and 12.). . 363,468
14 “First S years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check
this box andstophere. .. . wn Fa eee ee rO
Section C. Computation of Public Support Percentage
15 Public support percentage for 2023 (line 8, column (f) divided by line 13, column(f))...... 15 99.970 %
16 Public support percentage from 2022 Schedule A, Part III, fine 15... ...0.0..020. 004 : 16 99.970 %
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (7) 17 0.030 %
18 Investment income percentage from 2022 Schedule A, Part II, line 17... . soe oe 18 0.030 %
19a 33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 13%, and line 17 is not
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization. . . .. . . >
b 33 1/3% support tests—2022. If the organization did not check a box on fine 14 or line 19a, and line 16 is more than 33 19% and line 18 is
not more than 33 1/3%, check this box and stop here. The organizatlon qualifies as a publicly supported organization. . . . . > O
20 _ Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions. . . . » O
Schedule A (Form 990) 2023
Page 4
Schedule A (Form 990) 2023 Page 4
Part IV Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked
box 12b, of Part 1, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box
12d, of Part 1, complete Sections A and D, and complete Part Vv.)
Section A, All Supporting Organizations
Yes | No
1 Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
2 Did the organization have any supported organization that does not have an IRS determination of status under section
509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was
described in section 509(a)(1) or (2).
3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and|
3c below.
3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied
the public support tests under section 509(a){2)? If "Yes," describe in Part VI when and how the organization made the
determination.
3b
¢ Did the organization ensure that al! support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
if "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
4a Was any supported organization not organized in the United States (“foreign supported organization")? If "Yes” and if you
checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
Did the organization have ultimate contro! and discretion in deciding whether to make grants to the foreign supported
organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlied or
supervised by or in connection with its supported organizations.
¢ Did the organization support any foreign supported organization that does not have an IRS determination under sections
501(c)(3) and 509(a)(1) or (2)? Jf “Yes,” explain in Part VI what controls the organization used to ensure that all support
to the foreign supported organization was used exclusively for section 170(c)(2})(B) purposes.
Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,” answer fines 5b
and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported
organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the
organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by
amendment to the organizing document).
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the
organization's organizing document?
4b
4c
Sa
5a
Sb
Se
Substitutions only. Was the substitution the result of an event beyond the organization's control?
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other]
than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its
supported organizations, or (ill) other supporting organizations that also support or benefit one or more of the filing
organization’s supported organizations? if “Yes,” provide detail in Part VI.
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in
section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial
contributor? If "Yes,” complete Part ! of Schedule L (Form 990) .
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,”
complete Part I of Schedule L (Form 990).
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as
defined in section 4946 (other than foundation managers and organizations described in section §09(a)(1) or (2))? If “Yes,”
provide detail in Part VI.
9a
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting
organization had an interest? If “Yes,” provide detail in Part VI.
9b
¢ Dida disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets
1n which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding
certain Type Ii supporting organizations, and al! Type 11 non-functionally integrated supporting organizations)? if “Yes,”
answer line 10b below.
10a
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether)
the organization had excess business holdings).
10b
Schedule A (Form 990) 2023
Page 5
Schedule A (Form 990) 2023
Supporting Organizations (continued)
Page 5
Part IV
Yes | No
11
a
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and Lic below, the
governing body of a supported organization?
lla
11b
11c
A family member of a person described on 1la above?
A 35% controlled entity of a person described on line 11a or 11b above? if “Yes” to 11a, 1b, or 11c, provide detail in Part
VI.
Section B. Type I Supporting Organizations
Yes | No
1 Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly
appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,”
describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s
activities. If the organization had more than one supported organization, describe how the powers to appoint and/or
remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any,
applied to such powers during the tax year.
Oid the organization operate for the benefit of any supported organization other than the supported organization(s) that
operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit
carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting
organization.
Section C. Type II Supporting Organizations
Yes | No
1 Were a majority of the organizations directors or trustees di
each of the organization's supported organization(s)? If “No,
uring the tax year also a majority of the directors or trustees of
” describe in Part VI how control or management of the
75
supporung orgamization was vested in tne same persons (nat controiea or managea tne supported organization{ $s}. | 4 | |
Section 0. All Type III Supporting Organizations
Yes | No
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's
tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the
Form 990 that was most recently filed as of the date of notification, and (ili) copies of the organization's governing
documents in effect on the date of notification, to the extent not Previously provided?
1
2 Were any of the erganization’s officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the
organization maintained a close and continuous working relationship with the supported organization(s). 2
3 By reason of the relationship described in line 2 above, did the organization‘s supported organizations have a significant
voice in the organization’s investment poticies and in directing the use of the organization’s income or assets at all times
during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard. 3
Section E. Type ITI Functionally-Integrated Supporting Organizations
1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
@ (© __ The organization satisfied the Activities Test. Complete line 2 below.
b © __ The organization is the parent of each of its supported organizations. Complete line 3 below.
c a) The organization supported a governmentai entity. Describe in Part VE how you supported a government entity (see instructions)
2 Activities Test. Answer lines 2a and 2b below.
Yes | No
a Did substantialty all of the organization’s activities during the tax year directly further the exempt purposes of the
supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially ail of its activities. 2a
b Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more
of the organization‘s supported organization(s) would have been engaged in? If "Yes," expiain in Part VI the reasons for
the organization’s position that its supported organization(s) would have engaged in these activities but for the
organization's involvement.
2b
3 Parent of Supported Organizations. Answer tines 3a and 3b below.
a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of | 3a
the supported organizations?/f "Yes" or "No", provide details in Part VI.
b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its
supported organizations? Jf “Yes,” describe in Part VI. the role played by the organization in this regard.
3b
Schedule A (Form 990) 2023
Page 6 ——— —— ———<—$<———
Schedule A (Form 990) 2023 Page 6
Part V Type ITI Non-Functionally Integrated 509(a)(3) Supporting Organizations
1 oO Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See
instructions. All other Type II] non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year aon
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3
Depreciation and depletion
Portion of operating expenses paid or incurred for production or collection of gross
income or for management, conservation, or maintenance of property held for
Production of income (see instructions)
AlPupaywl rule
Alwmlapwinies
~
Other expenses (see instructions)
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)
Section B - Minimum Asset Amount {A} Prior Year ea retin al
1 Aggregate fair market value of alt non-exempt-use assets (see instructions for short
tax year or assets held for part of year): 1
Average monthly value of securities la
Average monthly cash bafances ib
Fair market value of other non-exempt-use assets 1c
Total (add lines 1a, 1b, and 1c) id
Discount claimed for blockage or other factors
(explain in detail in Part VI):
elafoicjya
2 Acquisition indebtedness applicable to non-exempt use assets
w
Subtract line 2 from line id
w
a
instructions).
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by 0.035
Recoveries of prior-year distributions
alniaju
Minimum Asset Amount (add line 7 to line 6)
a nN a pu aA
Section C - Distributable Amount
Current Year
Adjusted net income for prior year {from Section A, line 8, Column A)
Enter 85% of line 1
Minimum asset amount for prior year (from Section 8, line 8, Column A)
Enter greater of line 2 or line 3
Income tax imposed in prior year
aluj a; wl) ree
temporary reduction (see instructions)
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency
Ql ats) wine
~
instructions)
O Check here if the current year is the organization's first as a non-functionally-integrated Type II] supporting organization (see
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023
Page 7
Page 7
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions
Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1
2° Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in 2
excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3
4 Amounts paid to acquire exempt-use assets 4
5S Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5
6 Other distributions (describe in Part VI). See instructions 6
7 Total annual distributions. Add lines 1 through 6. 7
8 Distributions to attentive supported organizations to which the organization is responsive (provide 8
details in Part VI). See instructions
9 Distributable amount for 2023 from Section C, line 6 9
10 Line 8 amount divided by Line 9 amount 10
Section E - Distribution Allocations i) underdiseibutions pistrbutable
(see instructions) Excess Distributions Pre-2023 Amount for 2023
1 Distributable amount for 2023 from Sectlon C, line 6
2 Underdistributions, if any, for years prior to 2023
{reasonable cause required-- explain in Part VI).
See instructions.
3 Excess distributions carryover, if any, to 2023:
a From2018 . .« + + +
b From2019. . . - » +
c From 2020. . . + - -
d From 2021... - +
e From2022,... . - + + +
f Total of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4 Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
(6