american heritage girls irs 990s, 2012-present

8/21/2019 American Heritage Girls IRS 990s, 2012-present

1/71

l

efile

GRAPHIC

p rint -

DO NOT PROCESS As Filed Data

-

DLN: 93493269000312

Form990

Return

o f

Organization Exempt F r om

In co me Ta x

OMB No 1545-0047

Under section 50 1 ( c ) ,

52 7, o r

4947

a)(1)

of

t he

Internal

Revenue Code except

b l ac k l un g

2

benefit trust

or

private fo u nda tio n)

D e p a r t m e n t o f

th e

T r e a s u r y

I n t e r n a l

R e v e n u e S e r v i c e

0 -

The

organization

may have t o use

a

copy o f t h is

return

t o

satisfy state

reporting requirements

A Fo r the 2011

calendar year ,

or

ta x

year

beginning

06 - 01-2 011 a n d ending 05 - 31-2012

B Check

i f

a p p l i c a b l e

C

Name

o f organization

AMERICAN HERITAGE GIRLS

IN C

ddress

change

D o in g B us in e ss As

Name

change

n i t i a l

r e t u r n

Number

a nd s t r e e t

( o r

P

0

bo x i f

mail i s not delivered t o

s t r e e t address Room/suite

F_

Terminated

17 5

TR I

COUNTY PARKWAY NO 100

Amended r e t u r n C i t y or

town,

s t a t e or country, a nd ZI P

+

4

CINCINNATI, OH 452463255

p p l i c a t i o n

pending

F Name a nd a dd re ss o f principal o f f i c e r

PATRICIA GARIBAY

175

TRI

COUNTY PARKWAY 100

CINCINNATI,OH

45246

I

Ta x

- exempt

s t a t u s

01(c)(3)

501( c)

- 4

( i n s e r t

no 947(a)(1)

o r

F_

52 7

J

Website

: 1 -

WWWAHGONLINE ORG

tmpioyer iaenriricarion nu

3 4438 4

E

Telephone

number

(513)771-2025

G Gross r e c e i pt s 1,824,849

H(a)

I s t h is

a

g ro up

return

f o r

a f f i l i a t e s ? fl Ye s

No

H(b) Ar e

al l

a f f i l i a t e s i ncl uded ? f l Ye s

F_

No

I f N o , a t t a c h a l i s t (se e

i n st r uct i on s)

H(c)

Gr o u p e xe mp ti o n

number

0 -

K

Form o f

organization

orporation r u s t

F_

Association

ther

0 -

L

Year o f formation 1995 M State o f l e g a l domicile OH

Summary

1 B r i e f l y

describe

t he o r g an i za t io n s

mission

or

most

significant

activities

BUILDING WOMEN OF INTEGRITY THROUGH SERVICE TO GOD, FAMILY, COMMUNITY, AND COUNTRY

2 Check t h i s

b ox

O f -

i f

th e

organization

discontinued

it s

operations

or disposed o f mor e than 25 o f it s

ne t

assets

3 Number o f

voting

members o f the

g o ve r n i n g

b o dy (Part VI , l i n e 1a ) 3 12

r , f

4 N

umber

o f indep endent voting members o f the

g o ve r n i n g b o dy

(Part

VI ,

l i n e 1

b )

4

12

5 Total number o f individuals employed i n c a le n da r ye a r 2011 (Part V, l i n e 2a ) 5 36

6

Total

number o f vo l un t e er s ( e st i mat e

i f

nec essa ry )

6

5,260

7a T o ta l

unrelated

b us i ne s s r e ve n ue from

P a rt V II I,

col umn ( C ) ,

l i n e 12

7a 0

b

Ne t

unrelated business taxable i ncome from Form 990-T l i n e 34

7 b 0

Prior

Year

Current

Year

8 Contributio ns a nd

grants

(Part

VIII,

l i n e 1h)

100,578 129,931

9 P r o g r a m service rev enu e (Part VIII, l i n e 2g )

642,899 774,029

13 -

10 I n v e st m en t i n co m e (Part VIII, col umn ( A) , l in e s

3 ,

4 , a nd 7 d

1,815

1,411

11

Othe r rev enu e (Part VIII, col umn ( A) , l in e s 5 , 6d, 8c , 9c ,

10c,

a nd

11e)

419,788

577,746

12 Total revenue-add l i n e s 8

through

11 ( mu st equal Part VIII, col umn ( A ) , l i n e

12 )

1 165 080 1 483 117

13 Gra nts a nd similar amounts pa id ( Pa rt

IX ,

col umn ( A ) , l in e s 1-3)

6,961 500

14

Ben e fi t s p ai d

t o

or

f o r

members (Part

IX ,

col umn ( A ) , l i n e 4 )

0 0

15

Salaries, other comp ensa tio n,

employee

benefits

(Part

IX , col umn ( A , l i n e s

5-10)

544,999 814,976

16a

P r o f es s io n a l f u nd r ai s in g

f ee s ( Pa rt IX , col umn ( A ) , l i n e

l le)

0 0

sC

b

T o t al f u n dr a i si n g expenses

( P a r t X

column

( D ) , l i n e 25)

0-11,966

L L J

17

Othe r expenses

(Part IX , col umn ( A ) , l in e s h1a-11d,

11f-24e

298,892

313,302

18

Total expenses Add

l i n e s 13-17 (must

e qu al P ar t

IX , col umn ( A ) , l i n e 2 5)

850,852 1 128 778

19 Revenue less expenses

Subtract

l i n e

18

from l i n e 12 314,228

354,339

Beginning of

Current

En d

of

Year

Ye ar

M

20

Total

assets

(Part

X , l i n e 16)

787,726

1 193 165


2/71

Form 990 2011

Page 2

Statement of

Program

Service ccomplishments

Check

i f

Schedule

0

contains

a response

t o any question

t h i s Part

I I I

(-

B r i e f l y

describe

the

organization

s

mission

BUILDING WOM N OF

INTEGRITY

THROUGH SERVICE TO GOD, FAMILY, COMMUNITY, AND

COUNTRY

2 Did the organization undertake

any

significant program

services

durin g the y ea r whi ch wer e no t l i s t e d

on

the

p r i o r

Form

990

or

990-EZ?

fl

Yes

F

No

If Yes, describe these

new

services o n

Schedule

0

3

Di d

the

organization cease conducting or make significant changes

how

t conducts, any program

services?

Yes F7 No

If Yes, describe these changes on Schedule

0

4 Describe

the

organization

s

program service accomplishments

f o r each

o f t

three largest

program services

as

measured

by

expenses

Section

501 (c) (3) and 501(

c)(4)

organizations and section

4947

(a)(1) trusts are required

t o

report

the amount o f

grants

and

allocations

t o

others

the t o t a l

expenses a n d r eve nue i f

any, f o r e ac h p ro g ra m

service

reported

4a

(Code

Expenses

927,402

i n c l u d i n g grants o f

500

(Revenue 1,351,775

AMERICAN

HERITAGE GIRLS, I NC ( AHG) I S A NATIONAL

CHRIST-CENTERED

CHARACTER

DEVELOPMENT

PROGRAM WITH OVER 14,340 GIRL MEMBERS AGES 5 TO

18 I N

2012,

AHG

UTILIZED

5,260 TRAINED ADULT VOLUNTEER

MEMBERS

AND

PARTNERED

WITH OVER 414 COMMUNITY, SCHOOL, AND CHURCH CHARTER

ORGANIZATIONS I N

45

STATES TO ACCOMPLISH

ITS MISSION

OF

BUILDING

WOMEN OF INTEGRITY THE

AHG PROGRAM

TEACHES

GIRLS

L I F E

SKILLS THROUGH

BADGE

WORK

(56,889 BADGES EARNED I N 2012), SELF CONFIDENCE THROUGH OUTDOOR ADVENTURES

(OVER

25 0 CAMP EXPERIENCES OFFERED I N 2012), AND

SERVANT LEADERSHIP

THROUGH OUTWARD-FOCUSED

COMMUNITY SERV IC E (O VER

221,225

HOURS SERVED I N 2012) I N THE 2012

PROGRAM YEAR, GIR LS

EARNED

9,674 LEVEL AWARDS AND 12

STARS

AND STRIPES

AWARDS,

AHG'S MOST

PRESTIGIOUS

AWARD

4b

(Code

(Expenses

i n c l u d i n g grants

o f

(Revenue

4c (Code

Expenses

i n c l u d i n g

grants o f (Revenue

4d Other program services Describe

i n

Schedule

0

Expenses

including grants

of Revenue

4e Total

program

serviceexpenses

927,402

F orm 9 90

2011


3/71

Form

990 (2011)

Page 3

Checklist of

Required

Schedules

Yes No

1

I s

the

organization

described i n

section 501(c)(3) or4947 a 1 (other than a private foundation)?

I f

Yes, Y es

complete Schedule

As

1

2

I s the organization required t o

complete Schedule

B ,

Schedule o f

Contnbutors(see instructions) ?

IN

2 Y es

3

Di d the organization e n g a g e direct or indirect p o l i t i c a l campaign activities on

behalf

o f or i n opposition t o

No

candidates

f o r

public o f f i c e ?

I f Yes, complete Schedule

C , P a r t I

3

4

Section

50 1

c)(3) organizations

Did

the

organization

e n g a g e

i n

lobbying

a c t i v i t i e s ,

or

ha v e

a

section

501(h)

No

election i n e f f e c t

during

th e t ax year?

I f

Yes, complete Schedule

C , P a r t

I I

4

5 I s

the

organization a section

501 c ) 4 ) , 501

c ) 5 ) ,

or 501(c)(6) organization that receives membership

dues,

assessments,

or

similar amounts

a s de fi ne d

i n Revenue Procedure 98-19? I f

Yes,

complete Schedule

C ,

P a r t

II I

5

N

o

6 Di d the

organization

maintain a ny d on o r a dv is ed funds or any similar funds or accounts f o r w hi ch do no rs h av e the

r i g h t t o provide advice on the distribution or investment

o f amounts

i n

such

funds or

accounts?

I f Yes, complete

Schedule

D , P a r t Is

6

N

o

7 Di d the

organization

receive

or

hold a

conservation

easement, including easements t o

preserve

o p e n

space,

No

th e

environment, h i s t o r i c land

areas

or h i s t o r i c

structures?

I f Yes,

complete Schedule D ,

P a r t

I I

7

8

Di d the organization

maintain

collections

o f

works

o f

a r t , historical

treasures, or

other

similar

assets?

I f

Yes,

complete Schedule

D , P a r t II I

8

N

o

9 Di d the

organization

report an amount i n Part X , l i n e 21,

serve

as

a

custodian

f o r amounts no t l i s t e d i n Part X ,

or

provide credit counseling,

debt

management, credit

r e p a i r ,

or

debt

negotiation

services? I f

Yes,

N

o

complete Schedule D , P a r t I V

9

10 Di d the organization, directly

or

through a related

organization,

hold assets

i n

temporarily restricted endowments, 10

No

permanent endowments,

or

quasi-endowments? I f Yes, complete Schedule D , P a r t

V

11 If the organization's answer t o any o f the

following

questions i s

'Yes/then

c o m p le t e S c he du le

D, Pa rts VI , V II ,

VIII, IX ,

or X

as

applicable

a

Di d the

organization

report an

amount

f o r l a n d ,

buildings,

and equipment i n Part X , linel0? I f Yes, complete

Schedule

D ,

P a r t

VI.95 ll a

Y es

b Did

the

organization

report

an amount

f o r

investments-other

securities

i n Part

X , l i n e 12 that i s

or

more o f

it s

t o t a l assets reported i n

Part

X , l i n e

16?

I f

Yes,

complete

Schedule D , P a r t V I I .

llb

No

c

Di d the

organization

report an

amount

f o r investments-program related

i n Part

X , l i n e 13 that i s

or

more o f

it s

t o t a l assets

reported i n Part

X , l i n e 16? I f

Y e s , complete

Schedule

D ,

PartVIII.95

11c

No

d Did

the

organization

report

an amount

f o r other

assets

i n Part X , l i n e

15

that i s

or more

o f

t s

t o t a l

assets

reported i n Part X ,

l i n e

16 ? I f Yes,

complete Schedule

D , P a r t I X

li d

No

e

Di d

the

organization report an amount f o r

other l i a b i l i t i e s i n Part X , l i n e 25?

I f Yes,

complete Schedule D ,

PartX.95

li e

No

f Di d the organization's

separate

or consolidated financial statements f o r th e t ax year

include

a footnote that

addresses the organization's l i a b i l i t y f o r

uncertain

ta x

positions

under FI N

48 ASC

740)?

I f

Yes, complete

11f

No

Schedule

D , P a r t X.95

12a


obtain

separate, independent audited f i n a n c i a l statements f o r th e ta x

year? I f Yes, complete

Schedule D , Parts X I , X I I , a nd

X I I I

15

12a

Y es

b

Was th e

organization included

consolidated, independent audited financial statements f o r t he t ax year? I f

Yes, and

i f the organization

answered

'No'to l i n e 12a, then completing

Schedule

D , P a r t s X I , X I I ,

a nd

X I I I i s

optional

12b

N

o

15

13 I s

the

organization a

school describ ed

section 170(b)(1)(A)(ii)?

I f

Y e s , complete Schedule E

13

No

14a

Di d the organization maintain an o f f i c e , employees, or agents outside

o f

the United States?

14a

No

b D i d the organization have

a g greg ate revenues

o r expenses

o f

more

than

10,000

from grantmakin g , f u n d r a i s i n g ,

b u s i n e s s ,

investment,

an d program s e r v i c e a c t i v i t i e s

o utside the United

S t a t e s , or aggregate f o r e i g n

investments

valued a t 100,000

or

more?

i f

Y e s , complete

Schedule

F , Part

I

14b

N

o

15 Di d the

organization

report on Part IX , column A l i n e

3 ,

more than 5,000 o f grants or assistance t o an y

organization or

entity

located outside the U S ? I f

Yes,

complete

Schedule F ,

P a r t

I I a nd

IV

15

N

o

16 Di d the organization report on Part IX , column A

l i n e 3 ,

more than 5,000 o f aggregate grants or assistance t o

individuals located outside

th e

U S ? I f Yes,

complete Schedule F ,

P a r t II I

a nd

I V

16

No

17 Di d the organization report a

t o t a l

o f more than 15,000,

o f

e x p e n s es

f o r

professional fundraising services on 17

No

P

a

r t I X , column

A ) ,

l i n e s

6 and 11

e?

I f

Y e s , complete Schedule G ,

P a r t

I

18 Di d

the

organization report more than 15,000

t o t a l

o f

fundraising

event

gross

income and contributions on

Part

VIII,

l i n e s

1c

a nd 8 a?

I f

Yes,

complete Schedule

G , P a r t I I

18

No

19 Di d

the

organization report more

than

15,000 o f

gross

income

from gaming activities

o n Pa rt VI II ,

l i n e

9a ?

I f

19

No


G ,

P a r t

II I

20a

Di d

the

organization

operate o ne

or

more

hospitals?

I f

Y e s , complete Schedule H

20a

No

l i n e d i d statement


4/71

Form

990

(2011)

Page 4

Checklist

of

Required

Schedules (continued)

21

Di d the organization report more than

5,000

o f grants

a n d

other

assistance t o

governments

a n d

organizations

i n 21 No

th e Un ited States

o n Part

IX ,

column A ) ,

l i n e 1? I f

Yes,

complete Schedule

I ,

Parts I an d I I

22 Di d

the

organization report more than

5,000

o f grants

a n d

other

assistance t o

individuals

i n the U

nited

States

22

on Part IX , column A ) , l i n e 2? I f

Yes,

complete Schedule I , P a r t s I a n d

III

No

23

Di d

the

organization answer

Yes t o

P art V I I,

Section

A,

questions

3 ,

4 ,

or

5 , about

compe nsatio n

o f th e

organization s current

a n d

former

o f f i c e r s ,

directors,

trustees,

ke y employees,

a n d

highest compensated

23

No

employees?

I f Yes, completeScheduleJ

24 a Di d the organization

ha v e

a

tax-exempt

b ond

issue

with

an outstanding principal amount

o f

more

than

100,000

as o f

th e

l a s t

da y

o f

th e

y ear, tha t wa s

issued

a f t e r December 31, 2002?

I f

Yes, answer questions 24b-24d

an d

complete Schedule K . I f No, go t o l i n e 25

24 a

N

o

b Did

the

organization invest

a n y

proceeds

o f

tax-exempt

bonds

beyond

a temporary period exception?

24 b

c Di d

the

organization

maintain

an escrow

a ccou nt o t her tha n a

refunding escrow

a t a n y time

during

th e year

t o

de f ea s e a n y

tax-exempt b onds?

24 c

d Did

the

o rg an iz at io n a ct a s

an on

behalf

o f

issuer f o r b onds outstanding a t

a n y

time

during

th e year?

24d

25a

Section 501(c

)

3) an d 501 c)(4) organizations Di d the organization e n g a g e i n an excess benefit transaction with

a

disqualified person

during

th e year? I f

Yes,

complete Schedule L ,

P a r t I

25a No

b

I s

the

organization

aware

that i t

engaged

i n

an

excess

benefit

transaction

with

a

disqualified

person

i n

a

p r i o r

year, an d t ha t t he

transaction

ha s not been

r ep orted o n

a n y o f the organization s p r i o r

Forms

990

or 990-EZ?

I f

25b

No


L ,

P a r t I

26 Was a loan t o

or by

a

current or

former o f f i c e r , director, trustee, ke y employee,

highly

compensated employee,

or

disqualified

person

outstanding

as

o f

the

en d o f

t he o rg an iz at io n s t ax year?

I f

Yes,

complete

Schedule

L ,

26

No

P ar t I I

27 Di d the organization provide a grant or other

assistance t o

an

o f f i c e r , director,

trustee,

ke y employee,

substantial

contributor, or a

grant selection committee

member,

or

t o a person

related

t o such

an individual?

I f

Yes,

27 No

complete Schedule L , P a r t II I

28 Was th e

organization

a party t o a business transaction

with

o n e

o f the

following parties? (see

Schedule

L , Part

I V

instructions f o r applicable f i l i n g thresholds, conditions,

a n d exc e pt i on s)

a A current

or former

o f f i c e r ,

director,

trustee, or

ke y

employee?

I f Yes, complete Schedule L ,

P a r t

I V

28 a

No

b

A family member o f a

current or

former

o f f i c e r ,

director, trustee, or ke y

employee?

I f

Yes,

complete Schedule L , P a r t I V

28 b

N

o

c

A n entity o f which a

current or

former o f f i c e r , director, trustee, or key

employee

o r a family member thereof)

wa s

an

o f f i c e r ,

director, trustee, or owner? I f

Yes,

complete

Schedule L ,

P a r t

I V

28c

No

29 Di d the

organization

receive more than 25,000 i n n o n-cash contributions?

I f

Y e s ,

complete Schedule M

29

No

30

Di d

the

organization receive contributions

o f a r t , historical

treasures, or

other similar assets,

or

q u a l i f i e d

conservation

contributions?

I f

Y e s ,

complete

Schedule M

30

No

31 Di d the

organization

l i q u i d a t e , terminate, or dissolve

a n d

cease operations? I f

Yes,

complete

Schedule N ,

P a r t I

31

N

o

32


s e l l ,

exchange,

dispose

o f , or transfer more than 25

o f

i t s

ne t assets? I f

Y e s ,

complete

Schedule N ,

P ar t I I

32

N

o

33

Di d the organization o wn 100

o f

an entity disregarded

as

separate

from the organization under Regulations

sections

301 7701-2

an d

301 7701-3?

I f Yes, complete Schedule R ,

PartI

33

No

34 Was th e organization related

t o a n y

tax-exempt or taxable entity?

I f Yes, complete Schedule

R , P a r t s

II ,

I I I ,

I V ,

a n d

V ,

l i n e

1

34

N

o

35a I s a n y

related organization

a

controlled

entity o f the

f i l i n g organization

within th e

meani n g

o f

section

512(b)(13)7

35a

N

o

b

Di d the organization receive

a n y

payment from or e n g a g e

i n a n y

transaction

with

a controlled entity

within

th e

35 b

No

meani n g o f section

512(b)(13)?

I f

Yes, complete Schedule R ,

P a r t V , line2

36 Section

501(c

)

3) organizations

Did the organization make

a n y

transfers

t o

an exempt non-charitable related

organization?

I f Yes, complete Schedule R , P a r t

V , line2

36

No

37

Di d

the

organization

conduct

more than o f i ts

activities through

an

entity

that

i s not a

related organization

a n d

that i s

tre ated a s

a partnership f o r federal

income

ta x purposes? I f

Yes,

complete Schedule R , P a r t

VI

37

No

38

Di d

the

organization

c o mp l e te S c he du le

0

a n d

provide

explanations i n Schedule

f o r

P art V I , l i n e s

11 an d

19 ?

Note A l l Form 990 f i l e r s are

required

t o c o mp l e te S c he du le 0

38

Y es

Fo rm 9 90 2 11


5/71

Form

990

2011)

Page 5

W

Statements

Regarding Other IRS Filings

and

x

Compliance

Check i Schedule

contains a response t o

any

question i n t h i s Part V

Yes

No

la

Enter the number

reported

Bo x

3

o f Form 1096

Enter-0- i f no t

applicable

la

6

b

Enter the

number o f Forms

W-2G

included i n

l i n e

la

Enter-0-

i

no t

applicable

lb

0

c Di d

the

organization comply with backup withholding

r u l e s f o r

reportable

payments t o vendors and

reportable

gaming gambling) winnings t o p r i z e winners?

1c

2a Enter the number o f

employees reported

on

Form

W-3,

Transmittal

o f Wage and Tax

Statements

f i l e d f o r the

calendar year

ending w ith o r

within

the

year

covered by

t h i s

return

2a

36

b

I f

a t least

one i s

reported on

l i n e

2a, d i d the organization

f i l e a l l

required

federal

employment tax returns?

2b

Yes

Note I f the sum

o f

l i n e s la

and 2a

i s greater than 250,

yo u

may

be required

t o

e - f i l e

see instructions)

3a

Di d

the

organization

have unrelated

business

gross

income

o f

1 000 or

more

during

the

year?

3a

No

b

I f

Yes,

ha s i t f i l e d a Form 990-T f o r

t h i s

year?

I f

No, provide an explanation in Schedule O 3b

4a

At

any

time

during

the

calendar

year, d i d the

organization

have an interest i n or a signature or other authority

over, a f i n a n c i a l

account i n

a foreign country such as a

b a n k a cc ou nt

or securities

account)?

4a

No

b

I f

Yes, enter

the

name

o f the

foreign

country

0

Se e instructions f o r f i l i n g requirements f o r Form TD

F

90-22

1 ,

Report o f

Foreign

Bank

an d

Financial

Accounts

5a

Was the

organization

a party t o a prohibited tax

shelter transaction

a t any time

during

t he t ax year?

5a

No

b Did any taxable

party

n o t i f y

the

organization

that i t

w as

or

i s

a

party

t o

a

prohibited tax

shelter transaction?

5b

No

c

If Yes t o l i n e 5a or 5b,

d i d

the

organization

f i l e

Form 8886-T?

5c

6a Does the

organization

have annual gross

receipts

that

are

normally

greater

than

100 000

and

d i d

the 6a No

organization

s o l i c i t any

contributions

that

were

n ot t ax deductible?

b

I f

Yes,

d i d the

organization include with

every solicitation an express s t a tement that such

contributions

or

g i f t s

were

n ot ta x deductible?

6b

7 Organizations that may receive deductible contributions under section

170 c).

a Di d

the

organization receive

a payment i n

excess

o f 75 made p a r t l y

as

a

contribution

and

p a r t l y f o r goods

and

7a No

services provided t o the

payor?

b

I f

Yes,

d i d the

organization

n o t i f y

the donor

o f

the value

o f

the goods or services provided? 7b

c Di d the organization

s e l l , exchange,

or otherwise

dispose o f

tangible personal property f o r

which i t

w as required

t o

f i l e

Form

82827

7c

No

d

I f

Yes, indicate

the

number o f Forms 8282

f i l e d

during

the year 7d

e

Di d

the

organization receive

any

funds,

directly

or

i n d i r e c t l y , t o pa y premiums

on

a personal

benefit

contract?

7e

f

Di d

the organization,

during

the year, pa y premiums, directly

or

i n d i r e c t l y , on a personal

benefit

contract? 7f

g

I f the

organization

received a

contribution

o f q ua l i f i e d i n t e l l e ct u a l property, d i d the

organization

f i l e Form 8899

as

required?

7g

h I f the organization received a

contribution

o f cars,

boats,

airplanes, or other

vehicles,

d i d the

organization

f i l e a

Form

1098-C?

7h

8

Sponsoring

organizations

maintaining donor advised

funds and section 509 a

3) supporting organizations. Did

the supporting organization,

or

a donor advised fund maintained

by

a sponsoring organization, have

excess

business

holdings

a t

any

time

during

the year?

8

9 Spo ns ori ng o rg an iz ati ons ma in ta in in g donor advised

funds.

a Di d

the

organization

make any

taxable distributions

under

section 4966?

9a

b

Di d the

organization

make a distribution t o a

donor,

donor advisor, or related

person?

9b

10 Section 501 c

7) organizations.

Enter

a I n i t i a t i o n fees

and

capital contrib utions included on P art VIII,

l i n e

12

10a

b

Gross

receipts, included on Fo rm 9 90, Part VIII,

l i n e

12, f o r public

us e o f

club 10b

f a c i l i t i e s

11 Section 501 c

12)

organizations. Enter


6/71

Form 990

2011

Page 6

m

overnance , Management,

and

Disclosure

F o r

each

Yes

response t o l in es 2 through

7b

below, and

f o r

a No response t o l i ne s

8 a 8 b o r

10b

below, describe

t h e circumstances, processes,

or

changes

i n

Schedule

0. See instructions.

Check i f

Schedule

0

contains a response t o a n y q ue st io n i n t h i s Part VI F

Section

A Governing Body and

Management

Yes

No

la

Enter th e number o f

voting

members

o f

th e governing body

a t

th e

en d o f

t he t ax

year

la

12

b

Enter

th e

number

o f

voting

members included

i n l i n e

la,

above,

w ho are

independent

lb

12

2 Did

any o f f i c e r director,

trustee, or

ke y

employee have a family relationship or a

business

relationship with

any

other

o f f i c e r

director, trustee,

or

ke y

employee?

2 Yes

3

Di d

th e

organization

delegate

control

over management duties cus tom arily per for m e d

by or under

th e

direct

supervision o f o f f i c e r s directors

or trustees,

or ke y

employees

t o a management company

or

other

person?

3

No

4 Di d

th e

organization make

any

significant chan ges

t o t s governing documents

since

th e p r i o r

Form 990 was

f i l e d ?

4

No

5 Did

th e

organization become

aware

during

th e year o f a

significant diversion

o f the organization s assets?

5

No

6 Di d th e organization have members or

stockholders?

6 No

7a Di d th e organization have members, stockholders, or other

persons

who

ha d

th e

power

t o e le ct o r appoint

on e

or

more members o f

th e governing body?

7a No

b Ar e

any governance

decisions o f th e organization

reserved t o

o r

subject t o

approval by) members, stockholders,

7 b

No

or

persons o t he r t h an th e governing body?

8

Di d

th e

organization contemporaneously

document th e meetings

hel d or w rit te n actions undertaken during

th e

year

by

th e

following

a

The governing body? 8a

Yes

b

Each com mittee

with authority

t o

act on behalf

o f

th e

governing

body?

8b

Yes

9 I s

there

any

o f f i c e r director, trustee,

or

ke y employee l i s t e d i n

P art VII,

Section

A,

w ho cannot

be

reached a t th e

rganization s mailing address? If Yes, provide th e names

and addresses

n

Schedule

0

9

No

Section B .

Policies T h i s

S ect ion B requests information

about p o l i c i e s

n o t required by t h e I n t e rn a l

Revenue

Code.

Yes No

10a

Di d

th e

organization

have

l o c a l chapters,

branches,

or

a f f i l i a t e s ? 10a No

b If Yes, d i d

th e

organization

have

written

policies a n d p r oc ed u re s g o ve rn i ng th e activities o f such

chapters,

a f f i l i a t e s and

branches t o

ensure

their operations are consistent

with

th e

organization s

exempt

purposes?

10b

11a Has th e organization provided a c om p le t e c op y o f t h i s Form 990 t o

a l l

members

o f

i t s

governing body before f i l i n g

th e

form?

11a

Yes

b

Describe

i n Schedule

0

th e process, i f

any,

used

by

th e organization t o review th e Form 990

12a

Di d th e organization have a written

conflict o f

interest policy? I f

No, go t o l i n e

13

12a

Yes

b

Were

o f f i c e r s

directors

or trustees,

an d key

employees required

t o

disclose annually

interests that

could

give

r i s e t o conflicts?

12b

Yes

c Di d

th e

organization

regularly

and

consistently monitor

and

enforce compliance with t h e pol ic y?

If Yes,

describe

Schedule

0

how

t h i s

w as done

12c

Yes

13

Di d th e

organization

have a written whistleblower policy?

13

Yes

14 Di d th e

organization

have a written document retention

and

destruction policy?

14 Yes

15

Di d th e

process f o r determining

compensation

o f

the following

persons

include a

r ev ie w a n d

approval by

independent persons, comparability data, and contemporaneous

substantiation

o f the deliberation and decision?

a

The organization s

CEO,

Executive

Director, or to p management

o f f i c i a l 15a

Yes

b Other o f f i c e r s

or ke y

employees

o f th e

organization

15b

No

If

Yes,

t o l i n e

15a

or 1 5 b , d es cr ib e th e

process

Schedule

0

(see

instructions)

16a Di d th e

organization invest

i n contribute

assets t o

or participate i n a j o i n t venture or similar arran gemen t with a

taxable

entity

during th e year?

16a No

b

If

Yes,

d i d th e organization

follow

a w ri tt en pol ic y o r

procedure

requiring the organization t o evaluate

i t s

participation

j o i n t

venture arrangements under

applicable

federal ta x

l a w

and

take

steps t o safeguard th e

organization s exempt

status with

respect t o s uc h a r ra n g em e n ts ?

16b

Section C. Disclosure

17 L i s t th e States

with

which a copy o f t h i s

Form 990

s

required

t o

be

filed-AK

AL

AZ

CA

CO

CT

FL

GA

IA

I

L

IN

KS

KY


7/71

Form

99 0

(2011)

Page 7

Compensation

of Officers ,

Directors

, Trustees ,

Key

Employees ,

Highest

Compensated

Employees and Independent Contractors

Check i f

Schedule

0

contains a response t o any question i n t h i s Part VI I (-

Section A. Officers, Directors, Trustees,

Kev

Employees, and

Highest

Compensated Employees

la Complete

t h i s

table f o r

a l l

persons required t o

be

l i s t e d Report

compensation f o r the calendar year ending with or within the organization s

tax

year

L i s t

a l l

o f

the organization s

current o f f i c e r s , directors,

trustees (whether individuals

or organizations),

regardless

o f

amount

o f compensation,

and current

ke y

employees

Enter

-0 - i n columns

D ) ,

E ) ,

and F ) i f no compensation was paid

L i s t

a l l

o f

the organization

s

current ke y

employees,

i f

any

Se e

instructions

f o r

d e f i n i t i o n

o f

k ey employee

L i s t

the organization s f i v e

current

highest compensated

employees (other

than an o f f i c e r , director,

trustee or

ke y employee)

who received reportable compensation (Box

5 o f

Form W-2

and/or

Box 7 o f Form 1099-MISC

o f

more than 100,000 from the

organization a nd a ny related organizations

L i s t a l l o f the organization s former o f f i c e r s ,

ke y

employees, or highest compensated employees who

received

more than 100,000

o f

reportable

compensation from the

organization

a nd a ny

related organizations

L i s t a l l o f

the organization

s former directors or

trustees

that received,

i n the capacity

as a

former director

or trustee

o f the

organization,

more than

10,000 o f reportable

compensation from the

organization

a nd a ny related

organizations

L i s t

persons i n the

following order individual trustees or

directors, i n s t i t u t i o n a l

trustees, o f f i c e r s ,

ke y

employees,

highest

compensated employees, and

former

such persons

Check

t h i s

b ox

i f

neither

the

organization nor

any

related

organizations

compensated

any

current

or

former

o f f i c e r ,

director,

or

trustee

(A )

(B ) (C) (D E ) (F)

Name and

T i t l e Average Position (do

no t check Reportable Reportable Estimated

hours more than one box, co mpe nsa tio n co mpensa tio n amount o f other

pe r unless person

i s

both

from the

from related compensation

week an

o f f i c e r

and a

organization

(W -

organizations

from the

(describe director/trustee) 2/1099-MISC (W - 2/1099- organization an d

hours

0

=

MISC related

f o r

3u o

organizations

related a r t

organizations

a

r t

9

, U

a0

T

i n

-

S chedule

6

S L

5

E

: j

0)

m

4

a ,

^rt

ry

4

Q

of D

1 ) MICHAEL]

TILLAR

2 00 X X 0 0 0

TREASURER

2 ) PA T GARIBAY

2 00 X 0 0 0

MEMBER AT LARGE

3 ) LARRY

CARPENTER

1 00 X 0 0 0

MEMBER

AT LARGE

4 ) DWIGHT STEPHENSON

2

00

X X

0 0 0

CHAIRMAN

5 )

GREG

SCHMIDT

1 00

X X

0 0 0

2ND VICE CHAIRMAN

6 ) LARRY CUNNINGHAM

1

00 X X 0 0 0

SECRETARY

7 ) VICKIE BURRESS

1

00 X 0 0 0

MEMBER AT LARGE

8 )

NANCY

DENDRAMIS

1 00 X 0 0 0

MEMBER AT LARGE

9 ) JANET GRIFFIN

1 00 X 0 0 0

MEMBER

AT LARGE

(10) CHARLES HOLMES

1

00

X

0 0 0

MEMBER

AT

LARGE

(11)

HA L SHOEMAKER

1 00 X 0 0 0

MEMBER AT LARGE

(12) JOHN

YOUNG

1

00 X X 0 0 0

1 ST V IC E

CHAIRMAN

(13) PATRICIA GARIBAY

40 00 X

68,995

0

1,756

EXECUTIVE DIRECTOR

F or m 990

2011


8/71

Form 990

(2011)

Page 8

Section A. Officers Directors

Trustees

Key

Employees

and Highest Compensated

Employees

(continued)

(A)

Name

and T i t l e

(B)

Average

hours

per

week

(describe

(C)

Position (do not check

more than one box,

unless person i s both

an o f f i c e r and a

director/trustee)

(D)

Reportable

compensation

from the

organization (W-

2/1099-MISC

(E)

Reportable

compensation

from related

organizations

(W- 2/1099-

(F)

Estimated

amount

o f

other

compensation

from the

organization

and

hours

f o r

related

organizations

Schedule

0)

E

C

^- F

4

ry

Q

D

0

, p

3u o

a r t

{

a

^+

T

o

a

MISC

related

organizations

lb

Su b

-

Total

0 -

c Total from continuation sheets to Part VII, Section

A

0 -

d Total add l i n e s lb an d 1c

0 -

68,995

0

1,756

Total

number o f individuals (including but not

limited

t o those l i s t e d above) who received more than

100,000 o f reportable compensation

from

the

organization-0

No

Did the

organization l i s t

any former o f f i c e r director or trustee,

key

employee, or highest compensated employee

on

l i n e la?

I f Yes, completeScheduleJforsuch individual

3 No

4

F or

any

individual

l i s t e d

on

l i n e

la, i s the

sum

o f

reportable

compensation

and

other

compensation

from

the

organization

and

related organizations greater

than 150,0007 I f

Yes,

complete

Schedule

7 f o r such

individual

N

o

Did any person l i s t e d on

l i n e

la receive or accrue compensation

from

any unrelated organization or individual

f o r

services rendered

t o the organization?

I f Yes, complete

Schedule

J f o r

such person

5

No

Section B . Independent

Contractors

1 Complete t h i s

table

f o r your f i v e highest compensated independent contractors that received more than

100,000 o f compensation

from

the organization

Report

compensation

f o r

the

calendar

year

ending

with

or within

the organization s tax

year

(A) (B) (C)

Name and business address D e s c r i p t i o n

o f s er v ic e s Compensation

Form

99 0

2011


9/71

Page

9

N

Statement

of Revenue

A

B C D

Total revenue Related or

Unrelated

Revenue

exempt business excluded from

function revenue ta x under

revenue sections

5 12 , 5 13 , or

514

la

Federated

mp igns

la

b

Membership

dues

lb

C

c Fundraising

events

1c

45

•

Cx^

d

Related organizations ld

e

Government

grants c o n t r i b u t i o n s )

le

f

A l l

other c o n t r i b u t i o n s ,

g i t s

g r a n t s ,

an d

if

129,931

s i m i l a r amounts not

i n c l u d e d

above

g

Noncash

contributions

included i n

13,598

l i n e s la-1f

h Total. Add l i n e s

la-1f

0 -

129,931

Business

Code

2a

MEMBERSHIP

FEES

611710 566,032 566,032

a 2

b

PROGRAM

REVENUE

611710 207,997 207,997

Q C

d

e

f

A l l other program service revenue

g Total

Add l i n e s 2a 2f

0 -

774,029

3 Inv e st m e n t inc o me including dividends, interest

and other

similar

amounts

0 -

1,411 1,411

4

Income

fro m invest me nt

o f tax-exempt bond

proceeds

0 -

5 Royalties

0 -

i

Real

i i Personal

6a Gross

rents

b Less r e n t a l

expenses

c Rental income

o r l o s s )

d Ne t

r e n t a l

inco me or

loss

i

Securities

i i Ot he r

7a

Gross

mount

from

s al es o f

assets other

than

inventory

b

Less c o s t

or

other b a s i s an d

s a l e s expenses

c Gain

or

l o s s )

d

Ne t gain

or

loss

. 0 -

8a

Gross

income from fundraising

w

events

no t

including

3

o f contribut ions reported on l i n e 1c

Se e

P ar t IV , l i n e 18

a

b

L ess

direct expenses

b

c

Ne t

income

or

loss

from fundraising events

9a

Gross income from gaming activities

Se e

P ar t IV ,

l i n e

19

a

b

L ess direct

expenses

b

Form 990 2011

Page

10


10/71

Statement of Functional

Expenses

Section

501 c 3 and 501 c 4

organizations must

complete

l l columns

A l l

other organizations

must complete

column

A but

are

no t

required

t o complete

columns

B ,

C ,

an d D

Check i Schedule

0


an y

question i n

t h i s

Part

IX -

Do n o t i nc lu de amounts reported

on lines 6b,

7b ,

8b

, 9b ,

and

10b of Part VIII

A

T o t a l expenses

B

P

rogram s e r v i c e

expenses

C

Management an d

general expenses

D

Fundraising

expenses

1

G ra nt s a nd

other

assistance

t o governments

an d

organizations

i n

th e

United States

See P ar t I V,

l i n e 21

500 500

2

G ra nt s a nd

other

assistance t o

individuals th e

United States See

P ar t I V,

l i n e 22

3 Grants and other assistance t o governments,

organizations

an d

individuals outside th e United

States See P ar t I V, l i n e s 15

an d

16

Benefits paid t o

or

f o r members

5 Compensation of

current

officers, directors trustees, and

key

employees

68,995 56,603 11,662

730

6 Compensation no t included

above, t o disqualified persons

as

defined

under

section

4958

f 1

a nd pe rs on s

described i n section 4958

c 3 B

7

Other

salaries

and wages 688,196 598,551 87,625

2,020

8 Pension plan contributions

include

section 401 k

an d

section

403 b employer contributions

9

Other

employee benefits

10

Payroll taxes

57,785 49,097 8,688

11 F ees f o r services

non-employees

a

Management

b Legal

2,686 2,686

c Accounting 9,700 9,700

d

Lobbying

e Professional fundraising Se e P a r t I V, T in e 17

f Investment

management fees

g

Other

12 Advertising and promotion 37,249 37,239 10

13

Office

expenses 65,526 54,630 6,256 4,640

14 Information

technology

15

Royalties

16

Occupancy 45,833 30,943

10,314

4,576

17 Travel 16,303 16,110 193

18 Payments o f tra vel or entertainment expenses f o r

an y

federal,

state, or l o c a l

public

o f f i c i a l s

19

Conferences

conventions an d

meetings 1 3 5 1 3 5

20 Interest 56 56

21 Payments t o

a f f i l i a t e s

22

Depreciation

depletion,

an d amortization

4 , 6 1 0 4 , 6 1 0

23 Insurance

24 Other expenses Itemize expenses no t covered

above

L i s t

miscellaneous

expenses i n

l i n e

24 f I f

l i n e

24f amount exceeds

10 o f

l i n e

25, column

A

amount,

l i s t

l i n e

24f expenses on

Schedule

0

a

INSURANCE 49,662 36,419 13,243

b

EQUIPMENT SOFTWARE EX 3 0 , 8 1 9 2 3 , 1 7 6

7 , 6 4 3

c

TRAINING 29,579 11,793 17,786

d

MISCELLANOEUS

13,500

5,941

7,559

e

f All other expenses 7,644 6,265 1,379

25

Total

functional expenses

Add

lines 1

through

24f

1,128,778

927,402 189,410 11,966

26 Joint

costs. Check here

1F

i f following

Form

99 0

2011

Page

11


11/71

Balance Sheet

A B

Beginning

o f year

En d o f

year

1

Cash non interest bearing

253,221

1

498,599

2 Savings

and

temporary cash investments

331,356

2

453,701

3

P le dg es a nd

grants

receivable,

ne t 3

4 Accounts r e c ei v a b le , n e t

62,200

4

76,940

5 Receivables f r om c ur re nt a nd f or me r

o f f i c e r s

directors,

trustees, ke y

employees,

and

highest compensated employees Complete

Part

I I o f

Schedule L

5

6 Receivables

f ro m o th er disqualified

persons as

defined under section

4958 f 1

and

persons

described n section 4958 c 3 B Complete Part

I I

o f

Schedule L 6

7 Notes

and

loans receivable,

ne t 7

8 Inventories fo r sale or use

132,005 8 132,875

9 Prepaid

expenses and

deferred

charges

1,185 9 18,912

10 a Land,

buildings,

and

equipment

cost

or

ot her basis Complete

P a r t 20,197

VI o f

Schedule

D

10a

b

Less accumulated

depreciation 10b

8 ,320

6,781

10c

11,877

11 Investments-publicly traded securities 11

12 Investments other securities

Se e

Pa rt I V, l i n e 11 12

13

I n v e st m e nt s -p ro g r am -re l at ed Se e P art I V,

l i n e

11

13

14 Intangible

assets

978

14

2 6

15

Other

assets

Se e

P ar t I V, l i n e 11 15

16

Total

assets

Add l i n e s

t hr ou gh 1 5 must

equal

l i n e 34

787,726

16

9 3 6 5

17 Accounts payable and accrued expenses

51,300

17

61,414

18 Grants payable 18

19

Deferred revenue

136,636

19

177,622

20

Tax exempt

bond

l i a b i l i t i e s

20

21

Escrow

or

custodial

a cco unt l i a b i l i t y Complete

P a r t

I V o f

Schedule D

21

22 Payables t o

current

a nd f or me r o f f i c e r s

directors, trustees,

ke y

employees, highest compensated employees,

and

disqualified

p er so ns C om pl et e P ar t I I

o f

Schedule L 22

23 Sec ured m ortg ages

an d

notes payable t o unrelated t h i r d parties 23

24 Unsecured notes

and

loans

payable

t o unrelated t h i r d parties 24

25 Other

l i a b i l i t i e s

including federal income t a x

payables t o

related

t h i r d parties,

and other l i a b i l i t i e s no t

included on l i n e s

17 24 Complete

Part X

o f Schedule

D

25

26 T o t a l liabilities

Add

lines

17 through

25

187,936

26

239,036

Organizations that follow

SFAS

117 che ck here 1

a n d c o mpl e te

l i n e s 27

4 through 29,

and

l i n e s 33

and 34.

C 5

27

Unrestricted

ne t assets

597,669

27

947,571

ca

28 Temporarily

restricted

ne t

assets

2,121

28

6,558

r

29 Permanently restricted net

assets

29

_

Organizations

that do no t follow SFAS 117, che ck here

1

F-

a n d c o mpl e te

W _

l i n e s

30

through

34.

30

Capital

stock o r t ru st

p r i n c i p a l or cu rren t fu nds

30

31 Paid-in

or capital

surplus,

or land, building or equipment fund 31

32 Retained

earnings, endowment accu mulat ed

income,

or ot her fu nds

32

33

Total

ne t

assets or

fund

balances

599,790

33

954,129

34 Total liabilities and ne t assets/fund balances 787,726

34

1,193,165

F or m 990 2011

Form 990 (2011)

Page

12


12/71

«

R e co n ci l li a ti o n o f Ne t Assets

Check Schedule


any

question n

t h i s

P art X I (-

1 Total revenue (must e qua l P art V II I , c o lumn A ,

l i n e 12)

1 1 483 117

2 Total expenses (must e qua l P art

IX,

c o lumn

A , l i n e

25)

2 1 128 778

3 Revenue

less expenses

Subtract l i n e 2

from

l i n e

3

354,339

4

Ne t assets or fund balances a t beginning o f year (must

e qua l P ar t

X , l i n e 33 ,

c o lumn

(A))

4

599,790

5

Ot he r c ha n g e s n ne t assets

or fund

b alances

(explain n Schedule O

5 0

6 Ne t

assets

or fund

balances a t end

o f

year

Combine

l i n e s 3 ,

4 ,

and 5

(must equal

Part

X , l i n e

33 , c o lumn

B 6

954,129

Z

Financial

Statements and

Reporting

Check Schedule


any

question n t h i s P art X II

Yes

No

Accounting method used t o prepare th e Form 990 fl Cash

Accrual

Other

I f the

organization changed t s method o f

accounting

from

a

p r i o r

year

or checked Other, explain n

Schedule

0

2a

Were the organization s f i n a n c i a l s t at e m en t s c o mp i le d

or

reviewed

by an

independent accountant?

2a

No

b

Were the organization s f i n a n c i a l statements

a udi te d by a n

independent accountant? 2b

Ye s

c I f

Yes,

t o 2a o r 2b , does th e

organization

have a c ommi t t e e that assumes responsibility f o r oversight

o f

the

a u d i t , review,

or

compilation

o f

t s f i n a n c i a l

statements and

selection

o f

an independent accountant?

I f the

organization changed either t s

oversight process or

selection

process

during

t he t ax ye ar,

explain n

Schedule

0

2c

Ye s

d

I f Yes t o l i n e 2a or 2b,

che ck

a bo x below t o indicate whether the financial statements f o r the y ea r w er e i ssue d

on a

separate

basis, consolidated b asis, or both

Separate

basis

fl

Consolidated

basis

fl Both consolidated

a n d s ep ar at e d

basis

3a

As

a result o f a

federal

award, was th e organization

required

t o undergo an a udi t o r

audits

as set f o r t h n th e

Single

Audit

Ac t

and O

Circular

A-133?

3a No

b I f Yes, d i d the organization undergo the required a udi t o r audits?

I f

the organization d i d no t undergo the required

3b

audit

or audits, explain why

n Schedule

0

a nd de sc ri be a ny st eps t ake n t o u nd er go s uc h audits

Fo rm 990

(2011)

efile GRAPHIC

p

rint -

DO

NOT PROCESS As Filed Data -

DLN:

93493269000312


13/71

SCHEDULE

A

P u b l i c Charity

Status

a nd P u b l i c

Support

OMB No

1545-0047

Form 990 o r 990EZ)

2 0 1 1

ompl t

i f t h e o rg a ni z a ti o n

is a section

501 c)

3)

organization

or a section

D e p a r t m e n t o f t h e r e s u r y 4947 a ) 1) nonexempt

charitable

trust.

I n t e r n a l

Revenue S e r v i c e

Atta c h

t o Form

9 9 0 or Form

9 9 0 - E Z

S ee

s e p a r a t e

instructions.

Name of t h e

o r g a n i z a t i o n

Employer ide n t i f i cat ion

number

AMERICAN HERITAGE GIRLS IN C

31-1443814

Reason for Public C h a r i t y Status

A l l

organizations

must

c om p l e t e

t h i s

p a r t . See

Instructions

Th e


i s n o t a p r i v a t e foundation

beca use

i t i s F o r l i n e s 1

through

1 1 ,

check

o n l y on e

box)

1 A church,

convention o f c h ur c h e s,

or association

o f

c h u r c h e s section 170 b) 1) A) i).

2

A s c h oo l d es c r ib e d i n

section

170

b) 1) A) ii).

Attach S c h e d u l e E

3 A hospital or a cooperative hospital service

organization

described i n section 170 b) 1) A) iii).

4

A m e di ca l r e se a rc h

organization

op e r a t e d i n conjunction with a hospital described i n

section

17 0 b) 1) A) iii). Enter th e

hospital s n a m e ,

c i t y , a n d

state

5

fl An

organization

operated f o r th e

benefit

o f a

college or

university owned

or

op e r a t e d

by

a g o v e r n m e n t a l u n i t described i n

section

170

b) 1) A) iv . C o m p l e t e Part

I I

6 fl A federal,

s ta te , or

l o c a l gov rnm nt

or

g o v e r n m e n t a l u n i t described i n section

17 0 b) 1 ) A ) v ) .

7

An organization that normally receives a substantial

part o f

i t s

s u pp or t f ro m

a

g o v e r n m e n t a l u n i t

or from th e general

public

described

i n

section 170

b) 1) A) vi

C o m p l e t e Part I I

8

fl A community trust

described

i n section

170

b) 1) A) vi

C o m p l e t e

Part I I

9 An

organization

that normally receives 1 ) mor t h a n 331/3

o f

i t s s u pp or t f ro m

contributions,

membership fees,

a n d

gross

receipts

from activities related t o it s

exempt f un c t i on s-subje c t

t o certain exceptions,

a n d

2 )

no

more t h a n 331/3 o f

it s

sup p or t from gross inves tment

income

a n d

unrelated

busi n e ss

taxable

income

less section 511 tax) from b u s i n e s s e s

acquired by

th e

organization

after

June 3 0 ,

1975

S e e

section

50 9

a) 2) .

C o m p l e t e

Part

I I I

10 fl An

organization

o rg an iz ed a n d o pe ra t ed

exclusively

t o test f o r public

safety

S ees ectio n 509 a) 4).

11 fl An

organization

organized

a n d

operated exclusively f o r t h e b en ef it

of ,

t o perform th e

functions

o f , or t o carry

ou t

th e pu rpo s es

o f

on e

or mor publicly

sup p or t e d

organizations

described i n

section

5 0 9 a ) 1 )

or section

5 0 9 a ) 2 )

S e e section 50 9 a) 3 ) . Check

th e box that describes th e t y p e o f supporting

organization

a n d co mplete

l i n e s

11e through 11h

a fl Type I

b

fl Type I I c f l Type I I I

Functionally integrated d

fl Type I I I O t h e r

e fl B y c h ec ki n g t h i s box, I c e r t i f y t ha t t he

organization

i s

not controlled directly

or

indirectly

by

on e

or

mor

disqualified

p e r son s

o th e r t h a n f ou n da t io n managers

a n d

o th e r t h a n

on e

or more publicly

sup p or t e d

organizations described i n section

5 0 9 a ) 1

or

section

5 0 9 a ) 2 )

f I f th e

organization

received a

written

d et e rm i na t i on f r om th e

IR S

that

i t

i s

a Type I , Type

I I or

Type I I I supporting organization,

c h e c k t h i s box

g Since August 17, 2006, h a s

th e

organization

a c c e p t e d

a n y

g i f t

or

contrib ut ion fro m a n y

o f

th e

following

perso ns?

i a

p e r son

who directly or indirectly controls, either alone or together with

p e rs o ns d es cr i be d

i n

i i

Yes

No

a n d i i i

below, th e

governing

body o f th e th e

sup p or t e d

organization? 11g i)

ii

a family member

o f

a

p e r son

described i n

i

a b o v e ? 11g ii)

i i i

a 35 controlled

entity o f

a

p e r s on d es c r ib e d

i n

i

or

i i

a b o v e ? 1 1 g i i i

h

Provide th e

following information

a bout th e

sup p or t e d

organization s)

0 )

Name

o f

sup p or t e d

organization

i i

E IN

i i i

Type

of


described on

lines

1-

9 above

or

IRC

s e c t i o n

s e e

i v

I s th e

organization

i n

c o l

i

l i s t e d

i n

y o ur

governing

document?

v )

Di d

y ou

n o t i f y

th e

organization

i n

c o l

i

o f y o ur

support?

v i

I s

th e

organization

i n

c o l i organized

i n

th e

U

S

?

v i i

Amount

o f

support?

instructions))

Yes No Yes No Yes No

Total

For

Paperwork

Reduction

Act N o t i c e seethe I n s t r u c t i o n s

fo r

Form 9 9 0 Cat No 85F

Schedule A

Form

9 9 0

o r

9 9 0 E Z

2 0 1 1

Sc he du le A ( Fo rm

990 or 990-EZ)

2011

Page 2


14/71

Support Schedule fo r

Organizations

Described i n IRC 170 b) 1) A) iv) and 170

b)(1)(A)(vi)

(Complete only

i

y o u c he ck ed the box on l i n e 5 , 7 , or

8 of

Part

I

or

i

the

organization f a i l e d

t o qualify

under Part I I I . I f the

organization

f a i l s t o qualify under the tests

l i s t e d below, plea s e

complete Part

I I I . )

Section A Public Support

Calendar year o r f is c al year beginning

(a)

2007 (b) 2008 c ) 2009 (d) 2010 (e) 2011 f ) Total

i n )

1 G i f t s , grants,

contributions,

a nd

membership fees received

(D o

no t

include a ny

unusual

grants

)

2 Tax revenues levied f o r the

organization's benefit a nd either

paid t o

or

expended on

it s

behalf

3 The

value o f

services

or f a c i l i t i e s

furnished by

a governmental u n i t t o

the organization without charge

4 Total .Add l i n e s

through

3

5

The portion

o f

t o t a l

contributions

by

e a ch pe rs o n

(other

than a

governmental u n i t

or publicly

supported

organization) included on

l i n e 1 that exceeds 2 o f the

amount

shown on

l i n e

11, column

f

6 Public Support

Subtract

l i n e

5

from

l i n e

4

Section B . Total

Su

ppor t

Calendaryear

o r f is c al

year beginning

(a)

2007 (b) 2008 c )

2009

(d) 2010 (e)

2011 f )

Total

in )

7

Amounts

from l i n e

4

8

G ro s s in co me

from

i n t e r e s t ,

dividends,

payments

received on

securities loans,

rents, royalties

a nd income

from

similar

10

11

12

13

sources

Ne t income from unrelated

business a c t i v i t i e s ,

whether

or

not the business i s

regularly

carried on

Other income (Explain i n Part

IV Do no t

include

gain

or los s

from the s a le o f

capital

assets

Total

support (Add l i n e s

7

through

10)

Gross receipts from related a c t i v i t i e s ,

etc

(See instructions

12

F i r s t Five Years I f the Form 990 i s f o r the

organization's

f i r s t , second, t h i r d , f o u r t h ,

or f i f t h

tax year as a 501(c)(3) organization,

check

t h i s box

a nd s top

here

l l i k ^ F -

Section

C .

Computation of

Public Support Percentage

14 Public Support Percentage f o r 2011 l i n e 6 column f

divided by

l i n e

11

column

f

14

15

Public Support Percentage f o r

2010

Schedule

A, P art

I I, l in e

14

15

16a

331/3 support

test

2011 Ifthe organization d i d not check the

box

on l i n e 13, a nd l i n e 14 i s 33 1/3 or more, check t h i s

box

a nd s to p

here The

organization q u a l i f i e s as a publicly supported organization

b

33

3 support

test-2010

Ifthe organization

d i d

not

check

the

box on

l i n e

13

or

16a,

a nd

l i n e

15

i s

33 1/3

or

more,

check

t h i s

box

a n d s to p here The organization q u a l i f i e s

as

a publicly supported organization

17a

10

-facts-and

- circumstances

test-2011 I f the

organization d i d

not

check a

box

on

l i n e

13,

16a,

or

16b

a nd

l i n e 14

i s 10

or

more, a nd

i

the

organization

meets the

facts

a n d circumstances t e s t , check t h i s box a nd s top here Explain

i n

Part

IV

how the organization meets the facts a n d circumstances test The organization q u a l i f i e s as a publicly supported

organization

b

10 -facts-and-circumstances test-2010 I f the

organization

d i d not check a box on l i n e

13,

16 a, 16 b,

or

a a nd l i n e

15 i s 10 or m or e, a n d i f the organization meets the facts a n d circumstances t e s t , check t h i s

box

a nd s top here.

Explain i n Part

IV

how

the

organization meets

the

facts a nd

circumstances

test

The

organization q u a l i f i e s as a publicly

supported

organization

18 Private

Foundation

I f the organization d i d not check a

box

on

l i n e

13,

16 a, 16 b,

17 a or

17b,

check t h i s

box

a nd s ee

instructions

Schedule

A

Form 990 or 990-EZ) 2011

Sc he dul e A ( Fo rm 99 0

o r

990-EZ) 2011

Page 3


15/71

T

Support Schedule fo r

Organizations

Described i n IRC 509(a)(2)

(Complete only i f y ou c he cke d the bo x on l i n e 9

of

Part

I

or i f the

organization f a i l e d

t o qualify u n d e r

Part I I . I f the

organization

f a i l s t o qualify u n d e r the tests

l i s t e d be lo w , pl e as e

complete Part I I . )

Section A

Public Support

Cale n d ar y e ar

or f i s c a l year beginning

a) 2007 b ) 2008 c ) 2009

d) 2010 e) 2011

f )

Total

in )

1

G i f t s , grants,

contributions,

and

membership fees received

(Do

no t

253,420 276,550 100,375 100,578 129,931 860,854

include any

u n u su a l

grants )

2

Gr o s s

receipts

from

ad mis s io n s ,

m e r c h a n d i s e s old or services

performed

or f a c i l i t i e s furnished i n

264,194

298,341 801,296

1,319,492 1,693,507 4,376,830

any activity that i s related t o the

organization s tax-exempt

purpose

3

Gr o s s

receipts from activities that

are no t a n u n re l ate d

trade

or

business

under

section 513

4 Tax revenues

levied

f o r the

organization s benefit and either

paid t o

or expended on it s

behalf

5 The value o f services or f a c i l i t i e s

f ur n is h ed by

a gov e r n m e ntal

u n i t

t o

the

organization

without charge

6 Total

Add

lines

1 through

5

517,614

574,891

901,671

1,420,070 1,823,438 5,237,684

7a

Amounts i nc lu de d o n

l i n e s 1 , 2 ,

and 3 r e ce iv ed f r om

disqualified

39,650 31,220

50,160

48,107 42,734 211,871

persons

b Amounts i nc lu de d o n

l i n e s 2

and

3

r ec ei ve d f ro m o th er th an

disqualified persons that exceed

382 382

the

greater

of 5,000

or 1

o f the

amount on l i n e 13 f o r the year

c Add l i n e s

7a and

7b

39,650 31,220 50,160 48,489 42,734

212,253

8

Public Support (Subtract

l i n e 7c

from l i n e

6 )

5,025,431

Section B. Total

Support

Cale n d ar y e ar o r f is c al

year

beginning

i n )

9

Amounts

from l i n e 6

10a

Gr o ss i nc om e

from

i n t e r e s t ,

dividends,

payments received on

s e c uri ti e s l oan s ,

rents,

royalties

and i n c o m e

from

similar

s o u r c e s

b

Unrelated

business taxable

i n c o m e

(less

section

511 taxes)

from bu sin e s s e s acquired a f t e r

June 30, 1975

c Add l i n e s a

and 10b

11

Ne t

i n c o m e

from

unrelated

business activities no t included

i n

l i n e 10b, whether

o r n ot the

business i s

regularly

carried

on

12

O th e r i n c om e

Do

no t

include

gain o r los s from th e s al e

o f

capital assets (Explain i n Part

IV

)

13

Total

support ( Ad d

l i n e s

9 , 10c,

11

and 12

)

14 F i r s t Five

Ye ar s

I f the F o r m 990

c h e c k

t h i s bo x

a nd s to p

here

(a) 2007 (b ) 2008 c )

2009

d) 2010 (e ) 2011 f )

Total

517,614 574,891 901,671

1,420,070 1,823,438

5,237,684

3,412

73 8

1,206 1,815 1,411 8,582

3,412

73 8

1,206 1,815 1,411 8,582

86 5 57 922

521,891 575,686 902,877 1,421,885 1,824,849 5,247,188

i s f o r the

organization s

f i r s t , s e c o n d , t h i r d , f o u r t h , or

i t h

tax year

as

a 501(c)(3) organization,

Section C .

Com

p

utation

of Public

Supp

o r t

Percenta

g e

15

Public

Support

Pe rc e ntage f o r

2011

l i n e 8

c o l u m n

f

d iv id e d by

l i n e 13

c o l u m n f

15 95 770

16

Public

support

percentage

from

2010

S c h e d u l e

A,

Part

I I I ,

l i n e

15 16

94

570

Section D Computation of Investment Income

Percentage

17

I n ve s t m en t i n c om e percentage f o r 2011 l i n e 10c c o lu m n f

d iv id e d by

l i n e 13 c o l u m n

f

17 0

160

18

I n v e st m e n t

i n c o m e

percentage from

2

S c h e d u l e

A , Par t

I I I , l i n e 17

18 0 260

S ch ed ul e A

Form 99 0

o r

990-EZ

2011

Page


16/71

Supplemental

Information

Supplemental Information. Complete t h i s part t o provide the explanation

r eq uir ed b y

Part l i n e 10; Par t l i n e 17 a or

17b;

or Part l i n e 12.

Also

complete

t h i s

part fo r any

additional

information.

See instructions .

Facts

And

Circumstances Test

Explanation

Schedule A Form

99 0 or

990-EZ

2011

Additional Data


17/71

Software

ID:

Software Version:

EIN: 1443814

me AMERICAN HERITAGE GIRLS N

Form 990 Special Condition Description:

Special C ondition Description

lefile GRAPHIC

print

-

DO NOT PROCESS

I

As Filed Data

- I

DLN: 93493269 3121

1545 47


18/71

S HEDULE

D

(Form 9 9 0 )

Supplemental F i n a n c i a l Statements

1 Complete i f th e organization answered

Yes,

to

Form 990,

2 0 1 1

D e p a r t m e n t

o f

t h e T r e a s u r y

Part

IV ,

l i n e

6 , 7 , 9 , 10 ,

11 a 11 b 11 c

11 d

11 e 11 f

12 a , or

12 b

f

fi

I n t e r n a l R e v e n u e S e r v i c e

1 - Attach

to Form

990. 1 - See separate instructions.

Name o f the organization Employer identification

number

AMERICAN HERITAGE GIRLS IN C

31 1443814

Organizations Maintaining

Donor

Advised

Funds

o r

Other

S im ilar

Funds

o r Accounts

Complete i f the

or g anization

answered

Yes t o

Form 990 Part IV

l i n e 6 .

(a ) Donor advised funds b ) Funds

an d

other accounts

1 Total

number a t end o f year

2

Aggregate

contributions

t o

(during year)

3 Aggregate

grants

from

during year)

4 Aggregate value a t

end

o f

year

5 Did

the

organization inform a l l

d on or s a nd donor advisors i n w r i t i n g that the assets held

i n

donor advised

funds

a re t he

organization

s

property

subject

t o

the

organization

s

exclusive

l e g a l

control?

F

Yes

I

No

6

Di d

the

organization inform a l l

grantees donors, and don or advisors

i n

writing that

grant

funds may

be

used only f o r

charitable

purposes

and

no t f o r the benefit o f the donor or donor advisor

or f o r

any

other purpose

conferring

impermissible

private benefit

fl

Yes fl

No

MRSTI

onservation

Easements

Complete

i f

th e organization answered Yes to Form 990 Part

IV

l i n e 7 .

1

Purp ose s ) o f conservation easements

held by

the

organization

check a l l that apply)

Preservation o f

land

f o r

public

use e g

recreation or

pleasure Preservation o f

an

historically

importantly land area

Protection o f natural habitat Preservation

o f a

c e r t i fi e d h i s t o r ic

structure

fl

Preservation o f o pe n s pa ce

Complete

l i n e s 2a 2d

i f

the

organization

held

a

q u a l i f i e d

conservation contribution

i n

the

form

o f

a

conservation

easement

on

the l a s t da y o f the t ax year

Held at

th e

En d of th e

Year

a Total number

o f conservation easements 2a

b

Total acreage restricted

by

conservation

easements

2b

c Number o f

conservation

easements on

a

c e r t i f i e d

h i s t o r i c

structure included

i n

a )

2c

d

Number o f conservation easements

included i n

c ) acquired a f t e r 8/17/06

2d

N umber

o f conservation easements modified, transferred,

released,

extinguished,

or

terminated

by

the

organization during

the

taxable

year

4 N

umber

o f states where property subject

t o conservation

easement

i s

located

0 -

5

Does the

organization

have

a written policy regarding

the

periodic

monitoring

inspection

handling

o f

violations,

and

enforcement o f the

conservation

easements

i t

holds?

fl

Yes fl

No

Staff and

volunteer hours devoted

t o

monitoring, inspecting

and

enforcing

conservation

easements

during

the

year

1 -

Amount o f expenses

incurred

i n

monitoring, inspecting,

and

enforcing

conservation easements

during

the year

0 -

Does e ach conservation easement

r ep or te d o n

l i n e 2 d ) above

satisfy

the requirements o f

section

170(h)(4)(B)(i)

and

170(h)(4)(B)(ii)?

Yes fl No

9

In Part

XIV, d escribe how the

organization

reports conservation easements

i n it s revenue

and

expense

s ta te m e nt , a n d

balance

sheet,

and

include,

i f

a pp li ca bl e , t he t ext o f the

footnote

t o

the organization s financial statements that describes

the organization s

accounting f o r conservation

easements

Organizations Maintaining Co llections o f

Art, Historical

Treasures , or

Other

S im ilar Assets

Complete i f the

organization

answered

Yes t o

Form

990,

Part IV,

l i n e 8 .

la

I f the organization

e le cted, as

permitted under SFAS 116, no t

t o

report i n i t s r ev e nu e s t at e m e nt

a nd ba la nc e s he et

works o f

a r t ,

historical

treasures, or other similar

assets

held f o r public exhibition,

education

or

research

i n furtherance

o f

public

service,

provide, i n Part

XIV,

t he t ex t o f the

footnote

t o

i t s f i n a n c i a l statements that d es cr ib es t he s e i te m s

b I f

the

organi z ati on e le cted, as

permitted under

SFAS

116, t o report

i n it s

r ev e nu e s t a te m e n t a nd ba la nc e s he et works o f

a r t ,

historical treasures, or other similar

assets

held f o r public exhibition, education, or research i n furtherance o f public

service,

provide

the following

amounts relating t o

these items

i) Revenues

included

i n Form 990,

Part VIII,

l i n e

1

(ii)Assets

included i n F or m 9 90 ,

Part

X

I f the organization received o r he ld works o f a r t ,

historical

treasures, or other similar

assets f o r f i n a n c i a l gain,

provide the

Sc he du le D ( Fo rm 990) 2011

Page

2


19/71

r:FTnFW

Organizations Maintaining Collections of Art

Historical Treasures

or Other Similar Assets c o n t i n u e d )

3 Using t h e o r ga n i z a t i o n s accession and other r e c o r d s ,

check

any o f t h e

f o l l o w i n g

american heritage girls irs 990s, 2012-present

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