2019-11-20 VCF DOCKET I FY2019-2020GRANT RECOMMENDATION FORM
General Applicant Information
Applicant Organization:
No. of Board Members:
Year Founded:Type of Organization:
Amount Requested:Recommended Amount:
Annual Budget:
Brief Narrative description of the organization
Organizational strengths:
Type of support
requested:
___ General Operating
___ Project/Program
First Time Applicant
Returning Grantee
Prev. Award amount:
Jovenes, Inc.
Health/Human Services 1989
$870,000 12
$25,000 $25,000
✔
✔
Jovenes, established in 1989, is a 501(c)3 and has a strong 12 member Board of Directors. They have an annual budget of
$1.9 million and have long term financial plans in place. The IRS 990 form shows a substantial amount of debt due to Jovenes
being the title holder to its subsidiaries accumulated depreciation. The negative figures do not reflect Jovenes' true position,
as stable, steadily growing, and increasing in revenue.
All of Jovenes' filings are up to date, and include a well balanced organization budget. As stated, they were recognized by the
Los Angeles Homeless Services Authority to hold the capacity to assess homeless individuals in all of under-served Service
Planning Area (SPA) 7, which includes Vernon, Maywood and other nearby communities. They hope to develop more of a
leadership role as homeless service providers, as well as the ability to make available emergency and permanent housing
and employment opportunities for disadvantaged youth.
Jovenes has supported over 400 youth in their last fiscal year which has contributed to the decrease in homeless transition
age youth in Service Planning Area (SPA) 4. 96% of those youth were able to obtain and maintain stable housing.
Jovenes (translates to "youth" from Spanish) has been an integral part of the Boyle Heights community since its founding in 1989.
Their main objective is to end homelessness within the at-risk transition aged youth population (ages 18-25). Jovenes further
supports homeless youth by providing life-skills and educational and professional development training in an effort to remove
additional barriers that could prevent youth from becoming self-sufficient adults.
Executive Director Andrea Marchetti has successfully implemented programs using an evidence-based practice approach that
effectively combats some of the factors that directly contribute to the growing population of homeless youth.
Today, in a community effected by homelessness and gentrification, Jovenes is recognized as a leading agency in Los Angeles' effort
against homelessness. The Los Angeles County Homeless Services Authority (LAHSA) appointed Jovenes to lead its Coordinated
Entry System (CES) for youth which connects the most vulnerable youth to available resources based on his or her needs.
Jovenes has steadily increased their capacity since inception. From housing to educational resources, Jovenes has become a
leading homeless services provider in the Boyle Heights community where families and individuals are facing gentrification and a
16% increase in homelessness compared to last year, according to LAHSA's website.
$75,000 in FY 2016-17
6WDႇ$QDO\VLV
3URSRVDO'HWDLOV
'RFXPHQWVUHYLHZHG
___ Audit/IRS Form 990 (dated: _____ / ____ / _____ )
___ Organizational Budget
How does the proposal align with the goals of the Fund?
&RVW%HQH¿W
%HQH¿FLDULHVDQGRUSRWHQWLDO
LPSDFWRQWKHQRQSUR¿W
governmental landscape:
Description of the proposal to which funds would apply
LIQRSDUWLFXODUSURMHFWLVVSHFL¿HGSOHDVHQRWH*HQHUDO2SHUDWLQJ6XSSRUWLQWKLVDUHD
6SHFL¿FSRSXODWLRQ V WDUJHWHGE\JUDQWUHTXHVW LIDSSOLFDEOH
Age Range:
Gender:
Race/Ethnicity:
Economic Status:
Family Type:
Military Status:
Sexual Orientation:
Other (specify):
___ Proposal Budget
Are there any activites planned to acknowledge VCF as a funder of this project/program/organization?
Youth ages 18-25 All
All N/A
All All
Low Income
Jovenes is requesting General Operating funds in order to support staff positions (Program manager, Academic
Specialist, and Case Manager) for their College Success Initiative, helping homeless community college students in
the Vernon area move into stable housing near campus.
These positions are critical towards determining and providing the right mix of supportive services that consider
each students need to succeed on campus as well as off campus. Jovenes will focus on Colleges in and around the
City of Vernon: East LA College, Rio Hondo College, Cerritos College and LA Trade Tech.
At least 1000 hours in
assisting transition age youth
improve their lives in the SPA
4 and 7 areas
Increase in trusted homeless service
providers in the City of Vernon and
neighboring communities.
✔09 30 2017
The proposed work strengthens and uplifts the people of a community, directly and positively. It impacts
and improves, encourages and inspires positive social development in Vernon and the built environment of
Vernon and nearby communities. Resources alone will not assist in developing community leaders; it will
take the dedication and hard work of staff to help promote effective and responsible leaders at every level
of society.
VCF can support and assist Jovenes expand and extend opportunities for training and development for
young residents for potential employment in businesses located in Vernon and surrounding communities.
Jovenes will highlight the VCF by promoting the acceptance of their VCF award in their monthly
e-newsletter, on the organization's website and on their social media accounts (i.e., Instagram,
Facebook, Twitter, Linked In, etc.).
What previous projects has the applicant successfully implemented?
6WDႇUHYLHZHU
Date: _____ / ____ / ______Signed: ___________________________________
)XQGLQJ5HFRPPHQGDWLRQ
Fund this proposal?
___ Yes
___ No Recommended Amount:
6XJJHVWHGUHYLVLRQ V WRSURSRVDOIXQGDPRXQWLIDSSOLFDEOH
List any forseeable challenges that the applicant may encounter in the implementation of this proposal or in
general:
With the previous support the of Vernon Community Fund, Jovenes was able to achieve the objectives of the grant. They serviced 183
unduplicated youth, with many of those youth being residents of the City of Vernon specifically. 104 youth utilized emergency shelter, 20
youth obtained transitional housing, and 84 youth moved into permanent housing in the 2017 Fiscal Year.
As Jovenes diligently provides youth and students with resources, access to affordable housing remains a
foreseeable obstacle. Higher living costs due to gentrification and a lack of rent control policies are also
challenges within Boyle Heights and the surrounding areas. In an effort to remain proactive, Jovenes is in the
process of developing scattered-site transitional housing projects as well as an eight unit building in Southeast
Los Angeles specifically for homeless youth and students.
Jovenes should continue to see positive outcomes barring a severe and widespread economic or housing crisis.
✔
$25,000
The original request was decreased from $100,000 due to funds availability.
LaTeesha Pinkney
10 17 2019
1 / 5
Final Report
Created: 02/20/2018 • Last updated: 02/23/2018
Use this form to provide details regarding the services this organization has provided in the period after
receiving financial support from the Vernon CommUNITY Fund (VCF).
2 / 5
* Were you able to achieve the objectives of the grant from the VCF? Please explain.
Jovenes was able to successfully achieve the objectives of providing housing and supportive services to
homeless youth, ages 18-25, per the grant from the Vernon CommUNITY Fund. As Jovenes’ campus and
satellite office are within Boyle Heights, all of our clients are served within the VCF service area. The
following represents our work during the grant period:
183 unduplicated youth served in FY2017 throughout all programs
Clients served by Jovenes in Vernon Service Area
-155 total unduplicated clients served
Ethnicity:
-65% Latino
-23% African American
-7% Caucasian
-4% Multi-Racial
-1% Asian
Systems Involvement: Integrating back into Society:
101 youth have been involved in the foster care system and/or the probation department
-72 youth have been involved in the foster care system
-64 youth have had or currently have an open case with the probation department
-35 youth have been both in foster care and on probation
Exiting Homelessness
Increasing housing stability is defined as moving from short-term emergency or transitional housing into
permanent housing, including but not limited to renting a market-rate apartment alone or with a friend,
returning to family, renting an apartment aided by a subsidy or moving into one of Jovenes’ permanent
housing options. Maintaining housing stability is defined as retaining any form of permanent housing or
moving from one type of permanent housing to another-as when clients move from Jovenes’ owned units
into market-rate apartments. During this grant period, we achieved the following outcomes throughout
the entirety of our programs:
Emergency Shelter: 104 youth served (54% increased their housing stability)
Transitional Housing: 20 youth served (82% increased their housing stability)
Permanent Housing: 84 youth served (96% maintained or increased their housing stability)
3 / 5
* What challenges has the organization experienced during the term of the grant and
how were they addressed? How have these challenges affected the work supported
by the VCF?
The biggest challenge we have encountered is identifying affordable housing option for our youth, as rent
is increasingly expensive throughout LA County. We are constantly reaching out to landlords in order to
create partnerships for our youth while exploring other innovative ways to increase housing
opportunities. For example, we are currently developing a new, scattered-site transitional housing
program in Southeast Los Angeles that will provide homeless youth a safe place to live while they work
with our staff to find permanent housing.
In addition to rental subsidies and our scattered-site transitional housing program, we will be building the
first small affordable housing project for homeless youth and students in Los Angeles. Jovenes is starting
development on an eight unit building in Boyle Heights. Working with our financing partner Genesis LA
and development partner, Restore Neighborhoods Los Angeles, we were the only bidder on a 7,000 sq. ft.
lot in Boyle Heights, close to the Metro Gold Line and East LA College. We are currently negotiating a
ground lease with the City of LA to obtain the land for no cost and hope to begin construction in early
2018. We see this as a unique opportunity to continue to house homeless community college students
throughout the Vernon area so that they may continue to focus on their education and graduate.
4 / 5
* Have all of the funds provided
by VCF been expended?
Yes
* What are any organizational successes from the past year which you would like to
highlight?
Yes, Jovenes continues to be a leader in creating sustainable opportunities for homeless youth within our
community. Our increased success within our programs has offered us the opportunity to expand our
services. Jovenes is now the Regional Coordinator for the Transition Age Youth Coordinated Entry System
(CES) in SPA 7 (East and Southeast LA), and a member of SPA 4’s CES team (South LA). CES is designed
to help homeless individuals receive the assessments and housing placements they need in order to
move into permanent housing quickly and efficiently. This leadership role increases Jovenes’ capacity to
move homeless youth within the Vernon area off the streets and into their own apartments while also
bringing much needed resources and support into underserved communities.
In August 2016, we launched our College Success Initiative that addresses the student homelessness
issue on community college campuses throughout LA County. According to a recent survey conducted by
the Wisconsin Hope Lab and the Los Angeles Community College District, 1 in 5 LA County community
college students is experiencing homelessness. Though schools are developing new on-campus resources
to provide increased academic support and counseling to homeless and at-risk students, they are unable
to provide the critical support, such as housing crisis intervention and mental health support, their
students desperately need in order to successfully graduate or transfer. The resources Jovenes brings to
campus are crucial: by receiving housing support youth will have a real chance to achieve their
educational goals.
Since the launch of the College Success Initiative, Jovenes has housed 31 unduplicated homeless
community college students from 7 community colleges including Cerritos College, Citrus College, East
LA College, LA City College, LA Trade Tech, Pasadena City College and Rio Hondo College. 100% students
housed through the College Success Initiative have maintained their permanent housing and 90% of
students housed have re-enrolled in consecutive semesters & are staying in school. Finally two students
have already graduated or transferred, a key marker of programmatic success.
With over 25 years of experience in serving homeless youth, we are unique due to a strategic decision to
focus on long-term solutions for our youth through permanent housing and economic & educational
advancement. Our College Success Initiative represents a new area of growth for our agency and we are
excited to continue to expand upon our housing options through the addition of the first small affordable
housing development designed specifically for homeless youth and students. Located in Boyle Heights,
we aim to begin construction in 2018.
5 / 5
* Were there any additional
unexpected expenses that were
not mentioned in the Interim
Report?
No
* How many times has the Board
of Directors convened in the past
year?
4
* How many residents from the
Vernon-area (Vernon, Bell, Boyle
Heights, Commerce, Huntington
Park, Maywood, Unincorporated
East Los Angeles) have you
served during the grant term?
155
* Do you expect to reapply for
funding from VCF next year?
Yes
* Signature
By typing your full name in the space
provided below, you attest that the
information provided is true and
accurate to the best of your knowledge.
Eric Hubbard
Please attach an expense report for the grant for the past year.
https://jemmottrollinsgroup.fluidreview.com/resp/14485312/n58u76IdKh/
* What metrics did you use to determine this?
Jovenes' target population served is homeless youth (ages-18-25). Due to the nature of this population,
100% of our clients do not have an established residency in any community. Therefore once they begin
living at Jovenes, Boyle Heights becomes their place of residency. The number served is derived from the
number of youth served within our emergency, transitional and permanent housing programs located
within the Vernon area.
1 / 4
Fill out Application Form
Created: 07/09/2018 • Last updated: 08/28/2018
* Name of Organization Jovenes, Inc.
* Organization Phone 323-260-8035
* Organization Email ehubbard@jovenesinc.org
Organization website address, if
any
www.jovenesinc.org
* Name of Authorized
Representative
(Last Name, First Name)
Hubbard, Eric
Title of Authorized
Representative
Director of Development & Strategic Partnerships
* Organization Founding
Date/Date of Incorporation
07/1989
* Organization Type Community-based (Health/Human Services)
ORGANIZATIONAL INFORMATION
*Indicates required field
* Organization Address
Street 1208 Pleasant Avenue
City/Town Los Angeles
State California
Country United States
2 / 4
* Service Area Bell
Boyle Heights
Commerce
Huntington Park
Maywood
Unincorporated East Los Angeles (specify community)
Vernon
What number of non-duplicate
individuals directly benefit from
your services?
More than 200
What amount of the individuals
specified above are located in
the cities identified by the
Vernon CommUNITY Fund?
More than 200
What age group(s) benefit the
most from your services?
Teens and Young Adults (ages 15 – 20)
Adults (ages 21 – 54)
* Name of Executive Director
(Last Name, First Name)
Marchetti, Andrea
SERVICE DETAILS
STAFF DETAILS
List of Executive Staff/Volunteer Leadership (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
https://jemmottrollinsgroup.fluidreview.com/resp/17511221/85TToEy4fR/
Executive Staff/Volunteer Leadership biographies (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
Please specify titles and organizational involvement.
(No response)
3 / 4
*Grant Amount:
Please specify the amount of grant funds
being requested.
100,000
List of Board Members (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
https://jemmottrollinsgroup.fluidreview.com/resp/17511221/fqskNUvQvb/
List of Board Members (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
(No response)
FINANCIAL INFORMATION
List of Income Sources
(For example: grants, earned income, individual donations)
Individual Donations: $50,000
Foundation Grants: $375,500
Corporate Contributions: $37,000
Federal Agencies: $15,000
State and County Contracts: $218,00
Fundraising Revenues: $95,000
LAHSA Contracts $1,110,551
Miscellaneous Program Revenues: $79,40
Rental Revenues: $85,000
* Most recent audit and/or 990.
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/17511221/nOnxuvHAF5/
* Current organization budget
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/17511221/8THAFUPkXp/
1 / 4
Fill out Application Narrative Form
Created: 07/09/2018 • Last updated: 08/28/2018
* What dollar amount are you
requesting from the Vernon
CommUNITY Fund?
100,000
* Will you be requesting general
operating support?
Yes
If yes:
What is your annual operating budget?1,977,053
What is your organization’s mission?
(250 words, maximum)
Founded in 1989 by Father Richard Estrada, Jovenes (which
means youth in Spanish), helps young people, ages 18-25,
end their cycle of homelessness. A home and family for
those without, Jovenes goes deep with each of our youth,
implementing a plan that addresses their needs for housing,
healthcare, education/employment, and trauma recovery.
Our youth have the desire to turn their lives around but
frequently lack the skills and supportive mechanisms that
are necessary for self-sufficiency. With the end goal being to
place them into permanent housing, along the way we
provide our youth with the tools to develop pathways for
their personal and professional growth. Our mission is to help
homeless youth become productive and integrated members
of society.
Mr. Andrea Marchetti, who became Executive Director in
2010, implemented a vision that has quadrupled Jovenes’
capacity by developing permanent housing solutions for
youth. Today, Jovenes is a home and family for those
without, providing an innovative program of stable housing
options, compassionate care, life skills training, and
employment support for young adults seeking a path to life
change. Our mission is to help homeless youth become
productive and integrated members of the community.
What is the target demographic for
your services?Transition Age Youth (ages 18-25)
What period of time are the requested
funds expected to cover?(No response)
Please attach the proposed budget for your project
(No response)
2 / 4
Describe your organization’s history, listing significant achievements,
accomplishments and recognition: (250 words, maximum)
Jovenes (which means youth in Spanish), was founded in 1989 by Father Richard Estrada. Our growth
over the last eight years is a great achievement for the agency. Mr. Andrea Marchetti, who became
Executive Director in 2010, implemented a vision that has made Jovenes a leading agency in LA's efforts
to end youth homelessness. In 2016, Jovenes was selected by LA County to lead the Coordinated Entry
System for homeless youth in LA’s Service Planning Area 7 and also launched our College Success
Initiative. This leadership role has increased Jovenes’ capacity to move homeless youth off the streets
and into their own apartments, while also bringing much needed resources & support into underserved
communities.
Ultimately, our most significant measure of success is the way that we help our youth improve their lives
through housing. In our last fiscal year, Jovenes housed 183 youth and had the following results:
• Emergency Shelter: 104 youth served (54% increased their housing stability)
• Transitional Housing: 20 youth served (82% increased their housing stability)
• Permanent Housing: 84 youth served (96% maintained/increased their housing stability)
As we continue to expand through our leadership role, so does our capacity. Within the next year,
Jovenes will have the capacity to house over 200 youth on any given night while providing services and
support to over 400 youth annually. A home and family for those without, Jovenes provides an innovative
program of stable housing options, compassionate care, and employment support for youth seeking a
path to life change
* Describe how your organization and/or project will improve the community of
Vernon and/or its surrounding areas: (500 words, maximum)
According to the 2017 Homeless Count, 3,101 youth are experiencing homelessness on any given night
in Los Angeles County. With rents continuing to skyrocket, there is great need throughout the county,
including within the communities we serve, as evidenced by our current list of 190 youth who have been
assessed but are waiting to be matched with housing type that best suits their needs. The majority of
these youth live within the Vernon Service Area. In addition, as we began looking to connect more of our
young people to educational opportunities, we learned that hundreds of community college students are
experiencing homelessness. Specifically, 1 in 5 of Los Angeles’ community college students is
experiencing homelessness. As an underserved and often overlooked population, Jovenes is leading the
efforts within Vernon & the surrounding communities to provide homeless youth and students with the
housing support they need to achieve their dreams.
As the Regional Coordinator for the Transition Age Youth Coordinated Entry System in Service Planning
3 / 4
Area 7, we have the responsibility to coordinate resources, provide assessments, and move youth into
housing. This leadership role increases Jovenes’ capacity to move homeless youth off the streets and into
their own apartments, while also bringing much needed resources and support into underserved
communities including Artesia, Bell, Bellflower, Bell Gardens, Boyle Heights, Cerritos, Commerce, City
Terrace, Cudahy, Downey, East LA, Hawaiian Gardens, Huntington Park, La Habra Heights, Lakewood, La
Mirada, Los Nietos, Maywood, Montebello, Norwalk, Pico Rivera, Santa Fe Springs, Signal Hill, South Gate,
Vernon, Walnut Park, and Whittier. The services we provide through CES include the following:
• Landlord Engagement
• Coodination between homeless service providers
• Assessment of homeless youth
• Housing solutions including:
o Rapid Rehousing/Rental Subsidies
o Transitional Housing
o Family Reconnection
In addition, we launched the College Success Initiative to combat student homelessness on community
college campuses throughout Los Angeles County. The significant barriers these students face often
times forces them to drop out of school due to their inability to meet their basic needs. Jovenes is leading
the efforts to provide these students with housing & supportive services that will enable them to finish
school and thrive. Based at East LA College, Rio Hondo College, and Cerritos College, this program
reaches out to the most vulnerable youth and provides them with the life-changing stability they need to
focus on their education & graduate.
As Jovenes expands our leadership & impact, we will continue to seek to improve Vernon and the
surrounding communities and begin development of small dorms for homeless student in our community.
General Operating support from the Vernon CommUNITY Fund will be used to help Jovenes continue our
growth as we expand through the Coordinated Entry System and our College Success Initiative so that
we may meet the growing needs of homeless youth in Vernon and the surrounding communities. We
believe that by helping youth succeed now, we can prevent them from becoming the next generation of
homeless adults.
If selected for award, how might your organization promote its Vernon CommUNITY
Fund Grant?
Jovenes is grateful for the past support of the Vernon CommUNITY Fund and looks forward to
strengthening our relationship. If selected for this award, Jovenes will promote the grant in the following
ways:
-We will highlight the Vernon CommUNITY Fund's investment in our monthly e-newsletter and on our
website.
-We will create social media posts on Facebook, Twitter and Instagram.
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
Jovenes, Inc. Board of Directors
VOTING MEMBERS:
Brigit Alvarez
Senior Attorney
Legal Aid Foundation of Los Angeles
5228 Whittier Blvd.
Los Angeles, CA 90022
(213) 640-3939
bgalvarez@lafla.org
Dr. Yolanda Aguerrebere- Vice Chair
Educational Consultant
313 E. Bagnall Avenue
Placentia, CA 92870
(714) 240-4659
draguerrebere@gmail.com
Tina Birungi
Capital Group
333 S. Hope St.
Los Angeles, CA 90071
(213) 486-9300
tina.birungi@capitalinternational.com
Father Richard Estrada- Board President
Assistant Vicar, Church of the Epiphany
(213) 798-7070
frrichardestrada@gmail.com
Krystal Finkel
Manager for Guest Communications
NBC Universal
1058 S. Masselin Ave.
Los Angeles, CA 90019
(310) 365-3889
kloakes24@gmail.com
Jess Montes
15539 Adelhart St.
Hacienda Heights, CA 91745
(626) 524-8592
jess.montes@roadrunner.com
Raphael Ramirez
2671 Daytona Ave.
Hacienda Heights, CA 91745
(562) 328-8360
lindarhac@aol.com
Lucas Rivera
Senior Vice President
Pomona Fairplex
1101 McKinley Ave.
Pomona, CA 91768
(909) 623-3111
lucasrivera247@gmail.com
Eliseo Tenorio- Secretary/Treasurer
124 S. Soto St.
Los Angeles, CA., 90033
(213) 590-2494
eliseotenorio@yahoo.com
David Valdez
Director- Studio Tour
Universal Studios
1674 Griffith Park Blvd #2
Los Angeles, CA 90026
(323) 803-8680
dvdvldz@gmail.com
Dr. Sam J. Zepeda Ph.D
2926 S Hacienda Blvd
Hacienda Heights, CA 91745
(626) 961-9047
ADVISORY MEMBER:
Dolores Huerta
The Dolores Huerta Foundation
KEY PERSONNEL
Fr. Richard Estrada, founder of Jovenes, Inc. and president of the Board has decades of
experience working and advocating for at-risk and homeless youth in Los Angeles. He is widely
recognized for his commitment to social justice and improving the lives of disenfranchised
people in Los Angeles and has been honored with numerous awards and leadership positions
throughout the community.
Mr. Andrea Marchetti has served as Jovenes’ Executive Director since 2010. He has worked
for our organization since 2004, developing many of our existing programs and maintaining our
relationships with collaborative organizations. Mr. Marchetti has a degree in business and
economics from Europe that is equivalent to a Master’s degree in the US, and has experience
setting up and leading collaborations between agencies. He will be responsible for the
administrative aspects of this program, as well as for monitoring its results. He is also the
Financial Officer for Jovenes, Inc., and will be responsible for budgetary concerns and cost
allocations.
Eric Hubbard is the head of the Development Department for Jovenes, Inc. After graduating
from Occidental College in 2007 as a Politics major, Eric came to work at Jovenes, Inc. and has
been writing grants to support programming and collaboratives for the organization. Eric looks
forward to continuing to use fundraising and development as tools to help his generation thrive
in a society that is undergoing rapid and fundamental changes.
Sendy Gonzalez has a BA in social work from Cal State Los Angeles (2009). Ms. Gonzalez
began working at Jovenes in 2010 as an In-home Outreach Counselor for Family Preservation,
through the Department of Child and Family Services. In addition to Family Preservation, she
worked as a case manager for transition age youth. In 2014 Ms. Gonzalez was promoted to
Program Manager for both Family Preservation and Permanent Supportive Housing.
Guadalupe Rebolledo has over 20 years of experience in working with homeless youth and has
become an expert in individual case management strategies for this population. She works with
case managers specifically to understand how youth present situation, background and history
can affect youth progress in the program. She also supports the Executive Director in issues
related to compliance in reporting in our emergency and transitional housing programs.
Johny Figueroa is the Regional Coordinator for Jovenes, Inc. In 2003, Mr. Figueroa came to
Jovenes as a client in the emergency and transitional housing programs. With Jovenes’ support
he was able to transform his life and received his Bachelors in Criminology at California State University-Los Angeles. After graduating, Mr. Figueroa came back to Jovenes as a youth
advocate until eventually being hired as the Regional Coordinator in 2016. In Mr. Figueroa’s
new role, he is responsible for working with partners to ensure the coordination of all homeless
youth services throughout Southeast LA.
Javier Davis, MFT is a licensed marriage and family therapist that has been working with other
youth homeless providers in Los Angeles is an accomplished consultant in organizational
engineering non-profit and for-profit businesses. Mr. Davis has working with Jovenes for two
years to help improve our internal processes, flow charts, and trained our staff in many of the
best practices for our field and positive youth development.
JOVENES INC. FY 2018 OPERATING BUDGET
Income TOTAL
4010 ∙ Individual Donations 50,000
4030 ∙ Foundation Grants 375,500
4040 ∙ Corporate contributions 37,000
4060 ∙ Federal Agencies 15,000
4070 ∙ State and County Contracts 218,000
4080 ∙ Fund‐raising Revenues 95,000
4121 ∙ LAHSA Contracts 1,110,551
4200 ∙ Miscellaneous Program Revenues 79,430
4410 ∙ Rental revenues 85,000
Total Income 2,065,481
Expense
6000 ∙ Salaries 983,000
6010, 6015, 6020 ∙ Taxes and Benefits 275,240
6030 ∙ Consultants 77,000
6031 ∙ Youth Support (Move in assistance and other incentives) 52,000
6035 ∙ Rent 233,000
6036 ∙ Security deposit 30,000
6040 ∙ Utilities 35,000
6042 ∙ Major Furnishings 8,000
6045 ∙ Maintenance & Repairs 15,000
6050 ∙ Food 62,000
6055 ∙ Household & Hygienic Supplies 51,000
6065 ∙ Office Supplies 15,000
6068 ∙ Software and other tech support 9,000
6070 ∙ Telephone and internet 15,515
6075 ∙ Postage 1,000
6080 ∙ Auto Expense 16,000
6081 ∙ Automobile purchase 3,000
6090 ∙ Printing 6,798
6095 ∙ Fundraising expenses 35,000
6120 ∙ Miscelaneous program expenses 3,000
6127 ∙ Other meetings and events 4,500
6140 ∙ Bank Charges 3,000
6180 ∙ License, Taxes and other fees 7,000
6185 ∙ Insurance 20,000
6200 ∙ Audit Costs 15,000
6210 ∙ Legal fees 2,000
Total Expense 1,977,053
Operating Income 88,428
6205 ∙ Depreciation 72,000
Net Income 16,428
FINANCIAL OVERVIEW FORM- FY 2017
With this form, we would like to provide additional information related to our audited financial statement
Most Recent Fiscal
Year (2017)
Previous Fiscal Year
(2016)
Total Assets:
• Investments & Reserves
• Cash
• Property, Equipment, and other Assets.
• Accounts receivable
• 222,800
• $33,495
• $2516,827
• $332,400
• $208,337
• $112,370
• $2,570,939
• $124,507
Total Liabilities:
• Accounts Payable
• Loans and Long Term Debt
• $887,086
• $3,591,505
• $510,184
• $3,580,751
Total Revenue
$1,996,098 $1,495,207
Total Expenses
$2,116,120 $1,643,920
Excess/Deficit
($120,022) ($148,713)
Revenue Sources (in %) Expense Categories (in %) Contributions from individuals: 1%
Program Expenses: 80%
Fundraising Revenues: 5% General and Administrative Expenses: 17%
Private/Foundation Grants: 33% Fundraising Expenses: 3%
Public/Government Grants: 47%
Other Revenues (Rental, In kind and other rev.): 14%
Jovenes’ net result for FY2017 was -$120,022. This result is mainly due to $107,423 in accrued interest for
our Permanent Supportive Housing project (the Progress Place Apartments) and depreciation charges for
$74,038 (mostly related to the same project). The Progress Place Apartments are a public housing project
funded with 100% public loans from the State and County. While building operations are fully funded by
rent and Mental Health Service Act subsidies (we are able to draw annually from a $1.4M capital operating subsidy reserve), the net result has been negatively affected this year, as in previous years, by the fact that
this is public housing project funded completely with loans from public agencies for about $3.5M. These
loans are recorded in our long term liabilities. Due to the nature of the project, we do not have to pay loans
or interest, which are deferred to the end of the term of the project (55 years) when lenders will have the
option to extend the terms or forgive loans. However we still need to accrue interest on our books as other accrued liabilities. Note 4 on page 8 of the financial statements provides the breakdown of the notes with
public agencies (HACOLA, HCD, CALHFA) related to Progress Place.
For more details related to Jovenes, Inc. and our Progress Place subsidiary, please see note 14 on page 12 of
the financial statement where activities are reported by subsidiary. It is worth noticing that the depreciation
related to Progress Place Apartments is allocated to Jovenes, Inc., being the entity that hold the title to the project and that these charges negatively affect Jovenes’ net result for the year.
COLLEGE SUCCESS INITIATIVE
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
CELEBRATING STUDENT GRADUATIONS!
At Jovenes, we believe homelessness should never limit a young person from
achieving their dreams. This core belief motivated us to launch the College
Success Initiative and use housing as a tool to help students graduate and
move their lives forward. We are inspired by the young people we're meeting,
and we thank them for their commitment to education and personal growth.
In the 2018 spring semester alone, eleven of our students graduated from high
school or community college, and a few are already transferring to 4-year
universities. In June 2018, we started a new tradition to honor the students
throughout our housing program. During our inaugural Student Success
Celebration, our staff and students got together to reflect on their journeys
and offer words of wisdom to help other students who are experiencing
homelessness. Congratulations to our students, we are so proud!
CELEBRATING STUDENTS
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
Graduated from Los Angeles City College
Plans to attend Cal State-Dominguez
Hills for a Bachelors in Political Science
and eventually pursue a Law Degree
PETER & HIS CASE
MANAGERS, SENDY &
ANDREA
BRIANNA & HER CASE
MANAGER, MARYURY
Graduated from East LA College
Plans to attend Cal State-Dominguez
Hills for a Bachelors in Psychology and
Minor in Criminal Justice
ADVICE FOR HOMELESS STUDENTS:
"It is not forever! If you have goals stick to
them. Know that you are not the only one &
you can overcome anything you set your
mind to!"
ADVICE FOR HOMELESS STUDENTS:
"Come to Jovenes. Hold onto your
dreams & NEVER GIVE UP!"
CELEBRATING STUDENTS
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
Graduated from East LA College
Plans to attend Cal State-Riverside for a
Bachelors in Sociology
BELLA & HER CASE
MANAGER, MARYURY
CAROL & HER CASE
MANAGER, MARYURY
Graduated from High School
Plans to attend Cerritos College and explore
careers in engineering and business
ADVICE FOR HOMELESS STUDENTS:
"Rough times don't last forever. There are
people out there ready to help you. but you have
to want it. Try your best, never lose faith in
yourself & never limit yourself."
WHAT JOVENES MEANS TO ME:
"Before Jovenes, my life was a mess and
school was hard. Jovenes helped me straighten
out my life. Their support was the best thing
that has happened to me. My degree and
success is partly due to Jovenes. I am grateful!"
CELEBRATING STUDENTS
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
Graduated from Pasadena City College
Plans to transfer to 4 year university to
get her Bachelors in Sociology
HOPE & HER CASE
MANAGERS, ANDREA &
MARYURY
CRYSTAL & HER CASE
MANAGER, MARYURY
Graduated from Cerritos College
Plans to attend Cal State Long Beach to
pursue her Bachelors in Sociology
WHAT JOVENES MEANS TO ME:
"Jovenes supported me financially, and
helped me get through my last year at
Cerritos College. I can say I am very
grateful to be a part of Jovenes"
ADVICE FOR HOMELESS STUDENTS:
"Stay positive, take advantage of the once in
a life-time opportunity that Jovenes
provides. There may not be another
opportunity like the one you currently have."
CELEBRATING STUDENTS
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
GLORIA, ARLENE & BRENDA WITH THEIR CASE
MANAGERS, JERRY AND ASHLEY
GLORIA
Current student at LA Trade
Tech
Plans to transfer to Cal-State-
Long Beach to study Fashion
Merchandising
ADVICE FOR HOMELESS
STUDENTS:
"Don't lose your hope. As
long as you're committed
to your dreams, know that
things will get better."
ARLENE BRENDA
Graduated from Rio Hondo
College
Plans to transfer to a 4 year
university to pursue a degree
in Nursing
WHAT JOVENES MEANS TO ME:
"I would not have been able to
make it to graduation without the
support of my Jovenes family.
My grades were positively
impacted with their help & I no
longer had to worry about where
I would rest my head or get my
next meal after a long day at
school. I am forever grateful for
their help.
Graduated from High
School
Plans to go to college
and pursue acting or
singing
ADVICE FOR
HOMELESS
STUDENTS:
"Don't be afraid to ask
for help. Help is out
there. Don't feel
ashamed. Be Bold and
ask!"
CELEBRATING STUDENTS
www.jovenesinc.org - 1208 Pleasant Ave., Los Angeles CA, 90033 – P 323.260.8035 – F 323.260.8046
JACOB & HIS CASE MANAGER,
LUIS
Graduated from High School
Plans to pursue a career in film.
ADVICE FOR HOMELESS
STUDENTS:
" Learn how to respectfully not care
about others' opinions & care more
about people than about money."
JOVENES IS PROUD OF ALL OF OUR STUDENTS FOR NEVER
GIVING UP. THANK YOU FOR INSPIRING US!
GRANT RECOMMENDATION FORM
General Applicant Information
Applicant Organization:
No. of Board Members:
Year Founded:Type of Organization:
Amount Requested:Recommended Amount:
Annual Budget:
Brief Narrative description of the organization
Organizational strengths:
Type of support
requested:
___ General Operating
___ Project/Program
First Time Applicant
Returning Grantee
Prev. Award amount:
Neighborhood Music School Association
Community Service/Arts 1914
$870,000 9
$25,000 $25,000
✔✔
NMS was established in 1914 with a gift of $1000 from musician and composer Carrie Stone Freeman. Its current budget of $870,000 is
raised primarily from earned income, individual donations and contributions. The organization is under the stewardship of a nine member
Board of Directors that has established a plan to build and diversify its composition. Ronald Gustafson, NMS' Board Chair, is President
and CEO of Coast Packing in the City of Vernon.
NMS is in full compliance with all federal and state reporting requirements. The IRS Form 990 indicates that the organization currently has
over $2 million in assets.
The school itself is an important community asset. As a recent LA Times article noted, “…is not a building, but a home. Moms and dads
wait quietly in the foyer, toddlers in their laps, as their older children disappear into practice rooms to unravel the mysteries of the pianos,
stringed instruments or woodwinds. You can almost hear the sighs of generations of children forced to plow the rough the scales, and you
can easily imagine the confidence-building joy as they make breakthroughs, young brains absorbing a new language."
NMS also provides performance opportunities such as “Showtime", the school’s monthly informal recitals where students perform for their
families and each other at the end of each half hour lesson. The teaching staff is composed of professional musicians, volunteers and
educators whose mentoring and inspirational teaching methods encourage each student to strive for excellence in all that they do, as well
as creating the foundation for a lifetime of music-making and enjoyment that is most often the natural outcome of this learning process.
Since its inception, Neighborhood Music School (NMS) has expanded its outreach and enrollment to include musically interested
students and families in Boyle Heights and the neighboring communities of Vernon, Huntington Park, East Los Angeles and
Monterey Park. NMS provides one-on-one music instruction on a weekly basis to enrolled students regardless of their citizenship or
socio-economic status. Because NMS is located in an economically disadvantaged area, they have developed reduced tuition
scholarships with a 41%-71% decrease in costs for qualifying families as a strategy to increase access by reducing financial
barriers. NMS provides students an opportunity to attend the most affordable one-on-one music coaching within their community
$30,000 in FY 2017-18
6WDႇ$QDO\VLV
3URSRVDO'HWDLOV
'RFXPHQWVUHYLHZHG
___ Audit/IRS Form 990 (dated: _____ / ____ / _____ )
___ Organizational Budget
How does the proposal align with the goals of the Fund?
&RVW%HQH¿W
%HQH¿FLDULHVDQGRUSRWHQWLDO
LPSDFWRQWKHQRQSUR¿W
governmental landscape:
Description of the proposal to which funds would apply
LIQRSDUWLFXODUSURMHFWLVVSHFL¿HGSOHDVHQRWH*HQHUDO2SHUDWLQJ6XSSRUWLQWKLVDUHD
6SHFL¿FSRSXODWLRQ V WDUJHWHGE\JUDQWUHTXHVW LIDSSOLFDEOH
Age Range:
Gender:
Race/Ethnicity:
Economic Status:
Family Type:
Military Status:
Sexual Orientation:
Other (specify):
___ Proposal Budget
Are there any activites planned to acknowledge VCF as a funder of this project/program/organization?
All (90% of participants are under 18)All
All N/A
All All
Low Income
NMS requests funds in order to support the need and merit-based 2020-2021 Student Scholarship
Program, to continue to make socioeconomic status insignificant, and to afford all students the option
of enhanced instruction within their own community and culture. This year NMS proposes to cover
more costs for fewer students as opposed to some costs for more students.
approximately 50-60
students will benefit from a
partial scholarship
Youth and their families
✔03 01 2017
NMS' proposal is well-aligned with the goals of the Vernon CommUNITY fund because the fund will
strengthen and support the students of NMS, most of whom are residents of Vernon and the neighboring
communities. It promotes the importance of effective and responsible leaders at every level of society.
NMS' funding proposal encourages and inspires positive social development opportunities in Vernon and
neighboring communities.
--NMS will acknowledge VCF as a funder of Student Scholarships at the next annual scholarship award ceremony
held in February 2020.
--NMS will promote being a recipient of VCF funding at their in-house resource center, a designated space where
many students and community members convene.
--NMS will promote the award in any print or on-line material (including social media posts) that acknowledge and
recognize donors, grantors and partners.
What previous projects has the applicant successfully implemented?
6WDႇUHYLHZHU
Date: _____ / ____ / ______Signed: ___________________________________
)XQGLQJ5HFRPPHQGDWLRQ
Fund this proposal?
___ Yes
___ No Recommended Amount:
6XJJHVWHGUHYLVLRQ V WRSURSRVDOIXQGDPRXQWLIDSSOLFDEOH
List any forseeable challenges that the applicant may encounter in the implementation of this proposal or in
general:
In 2018, NMS' student enrollment grew as did the number of Showcases annually.
In 2018, 110 (one-third of the current NMS' student population) students received partial scholarships
for the Spring and Fall quarters, successfully decreasing their tuition by up to 41% thanks in part to the
Vernon CommUNITY Fund award.
NMS looks to continue to supplement the cost of tuition so students can participate in one-on-one
music instruction.
A foreseeable challenge would be NMS' ability to continually meet the demand for tuition reduction
scholarships for students.
✔
$25,000
The original request was decreased from $85,000 due to less funding availability.
LaTeesha Pinkney
10 17 2019
1 / 4
Final Report
Created: 02/23/2019 • Last updated: 03/14/2019
Use this form to provide details regarding the services this organization has provided in the period after
receiving financial support from the Vernon CommUNITY Fund (VCF).
* Were you able to achieve the objectives of the grant from the VCF? Please explain.
The Neighborhood Music School met and exceeded the objectives of our generous grant from the Vernon
CommUNITY Fund. Our Spring and Fall 2018 Scholarship sessions each served 110 unique students,
representing approximately one-third of our entire student body.
In every aspect of our programming, particularly the Student Scholarship Program, our goal is to change
lives through music. We build bridges and opportunities for our students that would otherwise be
unavailable to them. Our students have made tremendous, life-changing achievements over the grant
period, which can be seen both in and out of the classroom.
• Access
With your support, we provided 110 students in our shared geographic service area with access to music
education. It is our goal for everyone in our community to have access to a high-quality music education,
regardless of economic circumstances. The Student Scholarship Program provides need-based support to
our students and families who fall below the poverty line.
• Confidence and Character-Building
Studying a musical instrument has positive, lasting effects on a students’ self-confidence. Participating in
ensembles extend these effects further by developing teamwork skills, building character, and creating
community. In many cases, these opportunities are not possible without the Student Scholarship
Program. One scholarship student in our Jazz Ensemble considered a recent performance with Bank of
America at Sky Garden in Downtown L.A. “an opportunity you could only dream of.”
• Bridge-Building Opportunities
In Summer 2018, three of our scholarship students attended summer programs at the internationally-
recognized Interlochen Center for the Arts. All three students had the experience of a lifetime. One
student attended their 6-week program, and two students participated in their 3-week program. The
Neighborhood Music School is a catalyst, an opportunity creator, and a community builder, building
bridges to advance musical discovery, skill levels and transformative life experiences. Our students’
training at NMS opened the door to attend this prestigious program. Interlochen was so impressed with
our students that, at their request, even more students auditioned for their 2019 summer programs. We
are thrilled to share that eight have been accepted so far.
2 / 4
* What challenges has the organization experienced during the term of the grant and
how were they addressed? How have these challenges affected the work supported
by the VCF?
In response to the California Supreme Court ruling to re-classify independent contractors in our state, we
have transitioned our 22 independently-contracted Teaching Artists to part-time employees.
Our Teaching Artists are at the core of all NMS programming. Every aspect of the work we do could not
be possible without their constant interaction and positive contributions to our students and families. The
impact they have on our students goes beyond music education. They are dedicated to the mission of
the school and believe in our students’ futures. Although their transition to part-time employees poses a
financial challenge for the school, we are optimistic about this new chapter in our school’s history. We are
now able to offer certain benefits to our deserving teachers, such as accrued sick days and paid
teacher/parent meetings. However, this transition came at a time when our programmatic growth was
already outpacing our financial capacity, and added an additional $60,000 increase to our annual budget.
We are seeking continued support from our foundation partners to help us bridge this financial gap and
continue to change lives every day through music education.
3 / 4
* Have all of the funds provided
by VCF been expended?
Yes
* Were there any additional
unexpected expenses that were
not mentioned in the Interim
Report?
No
* What are any organizational successes from the past year which you would like to
highlight?
Our students have experienced outstanding success over the past year. Several highlights are listed
below:
• Academic Excellence
The median Grade Point Average is 3.3 for our scholarship students in our current scholarship period
(Spring 2019).
• Student Recital Participation
Because our student body has grown so much over the past two years, we began to offer eight student
recitals per year instead of two. Recitals are offered every other month, with Advanced Recitals held in
June and December. While approximately one-third of our students receive scholarship support, our
recitals see an average of 46% participation from our scholarship students. Advanced recitals boast an
average of 60% participation from our scholarship students. This high participation rate shows that our
scholarship students are among the most talented, dedicated, and hardest-working students at our
school. They show confidence and initiative by performing in multiple recitals throughout the year.
• Ensemble Participation and Community Performances
In 2018, our five performing ensembles have participated in 32 community events to date. Performing in
an ensemble not only strengthens students artistically, but also builds essential self-esteem and team-
building skills. Sixty percent of our ensemble students receive scholarship support.
• Cultural Enrichment
We provide access to professional concerts and other cultural field trips at no cost to our families. This
year, we provided 29 field trips opportunities with 229 total participants. These experiences can be
prohibitively expensive. Cultural enrichment opportunities change lives by exposing a student to their
first orchestra concert, and become inspired by seeing professional musicians outside the classroom. In
line with our mission as an anchor in the community, we want our students and families to know they are
welcome – and belong – in these environments.
Please attach an expense report for the grant for the past year.
https://jemmottrollinsgroup.fluidreview.com/resp/30991742/n58u76IdKh/
4 / 4
* How many times has the Board
of Directors convened in the past
year?
4
* How many residents from the
Vernon-area (Vernon, Bell, Boyle
Heights, Commerce, Huntington
Park, Maywood, Unincorporated
East Los Angeles) have you
served during the grant term?
110
* Do you expect to reapply for
funding from VCF next year?
Yes
* Signature
By typing your full name in the space
provided below, you attest that the
information provided is true and
accurate to the best of your knowledge.
Karen Louis
* What metrics did you use to determine this?
We use actual address verification from student registration forms.
1 / 6
Fill out Application Form
Created: 06/05/2019 • Last updated: 07/01/2019
* Name of Organization Neighborhood Music School Association
* Organization Phone 3232680762
* Organization Email rrosenbaum@neighborhoodmusic.org
Organization website address, if
any
http://www.neighborhoodmusic.org
* Name of Authorized
Representative
(Last Name, First Name)
Karen Louis
Title of Authorized
Representative
Executive Director
* Organization Founding
Date/Date of Incorporation
03/1914
* Organization Type Other, please specify...
* Service Area Boyle Heights
ORGANIZATIONAL INFORMATION
*Indicates required field
* Organization Address
Street 358 South Boyle Ave.
City/Town Los Angeles
State California
Country United States
SERVICE DETAILS
2 / 6
What number of non-duplicate
individuals directly benefit from
your services?
More than 200
What amount of the individuals
specified above are located in
the cities identified by the
Vernon CommUNITY Fund?
More than 200
What age group(s) benefit the
most from your services?
Children and Youth (ages 0 -14)
Adolescents (ages 15 -17)
Teens and Young Adults (ages 15 – 20)
* Name of Executive Director
(Last Name, First Name)
Louis, Karen
STAFF DETAILS
List of Executive Staff/Volunteer Leadership (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
(No response)
3 / 6
Executive Staff/Volunteer Leadership biographies (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
Please specify titles and organizational involvement.
Karen Louis, Executive Director of Neighborhood Music School, is proud to contribute to the ever-
expanding conversation regarding arts education, experience, access and sustainability in the public
arena. Prior to her position with NMS, she served as the Executive Director of the Los Angeles County
High School for the Arts Foundation (Arts High Foundation), Deputy Director of Arts for LA, Associate
Artistic Director of Striding Lion Performance Group, and has taught, created curriculum and performed
as an artist extensively. Through first-hand experience in the classroom, community and arts landscape,
Ms. Louis understands the critical need for inclusive, extensive and diverse arts education and advocates
for accessible arts education and experiences for all communities. She began her career as an artist,
actor, arts administrator and teaching artist in NYC (The Women’s Project and Productions) and Chicago
(Striding Lion Performance Group, Healthworks Theatre, Afterschool Matters). Ms. Louis holds a M.A. in
Nonprofit Management from Antioch University, Los Angeles, M.A. in Interdisciplinary Arts from Columbia
College and a B.A. in Theatre from The College of Wooster.
Rachel Rosenbaum, Grants Manager, is a native Californian and musician who graduated from the
University of Michigan, Ann Arbor, with a BM in Clarinet Performance and a Minor in Performing Arts
Management. During college, she became Co-Director of Arts Enterprise, a student organization that
curates lectures and events focusing on entrepreneurship in the arts. In 2016, she earned a Master of
Nonprofit Leadership and Management from the University of Southern California. For her capstone
project, Rachel and her colleagues created a Board Development Plan for the National Foster Youth
Institute. Rachel has served in fundraising and administrative capacities for several wonderful
organizations, including the Kaleidoscope Chamber Orchestra, AFS Greater Los Angeles, and The Soup
Hour at St. Matthias in Whittier.
Elizabeth Vidal, Program Coordinator, was born and raised in the San Fernando Valley and graduated
from California State University Northridge with a BA in Journalism. While attending CSUN she was a
member of PRSSA-Public Relations Student Society of America where she volunteered her public relations
expertise for community events and on-campus outreach. During college, Liz was a communications
intern for both MEND Poverty and Valley Performing Arts Center where she assisted during community
outreach events and maintained various social media platforms. She is an active member of her church
and volunteers regularly on Sundays.
List of Board Members (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
https://jemmottrollinsgroup.fluidreview.com/resp/81966312/fqskNUvQvb/
4 / 6
List of Board Members (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
(No response)
FINANCIAL INFORMATION
List of Income Sources
(For example: grants, earned income, individual donations)
Contributed Income
FY19-20 (March 1, 2019 - current)
-Colburn Foundation - $25,000 for the Student Scholarship Program and general operating Support
-Los Angeles County Arts Commission - $10,500 to support the Executive Director’s Salary (Year 2 of 2)
-Los Angeles County Arts Commission - $11,400 to hire two summer interns
-Zandra Hanson Scholarship Fund (Endowment) - $25,000 to support a cello scholarship in perpetuity
-Bank of America - $5,000 to support community performances
-Bank of America - $5,000 for general operating support
-Pasadena Showcase House for the Arts - $4,000 to support the Student Scholarship Program
-City of Los Angeles Department of Cultural Affairs - $17,300 to support student recitals and community
performances in Council District 14
-California Arts Council - $16,200 to support Teaching Artist salaries
-The Music Man Foundation - $30,000 for the Student Scholarship Program
-Office of L.A. County Supervisor Hilda Solis - $5,000 for the Student Scholarship Program
Individual Donations
$60,000 budgeted/expected for FY19-20
Fundraising Income
$200,000 expected for FY19-20
Community Partnership Income
$10,000 expected for FY19-20
Petersen Education Fund (Endowment) - $75,000
Earned Income (Tuition)
$280,000 expected for FY19-20
5 / 6
*Grant Amount:
Please specify the amount of grant funds
being requested.
85000
* What percentage of your
organization budget will the
requested funds represent?
9.8
* Are you requesting funding for
a specific project?
Yes
Name of Financial Institution American Business Bank
Address of Financial Institution 523 W 6th St #900, Los Angeles, CA 90014
Phone Number of Financial
Institution
(213) 430-4000
Name of Fiscal Sponsor (if
applicable)
(No response)
Fiscal Sponsor Address (if
applicable)
(No response)
* Most recent audit and/or 990.
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/81966312/nOnxuvHAF5/
* Current organization budget
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/81966312/8THAFUPkXp/
Proposed budget for requested funds
How will the organization specifically utilize grant funds? (Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/81966312/GDDLZKJB1h/
1 / 5
Fill out Application Narrative Form
Created: 06/05/2019 • Last updated: 07/01/2019
* What dollar amount are you
requesting from the Vernon
CommUNITY Fund?
85000
* Will you be requesting general
operating support?
No
If no:
What is your annual operating budget?870000
What is your organization’s mission?
(250 words, maximum)
Inspiring minds and enriching our community through music
education.
Who is the target demographic for your
services, if any?
NMS is based in the Boyle Heights neighborhood of Los
Angeles. We primarily serve Boyle Heights and the
surrounding communities of Huntington Park, Vernon,
Maywood, East L.A., and Monterey Park. There is no age limit
or maximum. Approximately 90% of our students are under
age 18. More than 70% of our students live in low-income zip
codes as defined by the U.S. Census Bureau. All of our
scholarship students are low-income.
Please briefly describe your proposed
project. (250 words, maximum)
The Neighborhood Music School respectfully requests a grant
of $85,000 to help us achieve two major goals: 1) to support
our need-based 2020-2021 Student Scholarship Program
($50,000), and 2) to support the general administrative costs
of our programming ($35,000). General operating support
through this grant will help support our teaching artists’
transition from independent contractors to part-time
employees. Together, these goals will increase access to
music education in our community, and support the
infrastructure that is at the core of our year-round
programming.
Over the past few years, NMS has been focused on steady
growth, both as an organization as well as in our
programming and development of access to more
opportunities that support music instruction and experiences
we are able to offer. We recognize that with deeper
investment in our scholarships and operations, we will be
able to provide deeper impact to our community of students,
teaching artists, and partner organizations.
What is the goal of the proposed Together, the Neighborhood Music School and the Vernon
2 / 5
project? (500 words, maximum)CommUNITY Fund will achieve the following five
organizational goals:
-Access to high-quality music instruction, cultural enrichment
and exchange, and a supportive community of artists,
families and friends in Boyle Heights. Together with our
educational partners, we are able to ensure that our musical
connections are deep and rooted in technique, mentorship,
and access to the many avenues in which music education
feeds the hearts and minds of our community. With the
establishment of the Ronald Gustafson Scholarship Fund, our
Student Scholarship Program will be fully funded for one
year, ensuring access and transformational development for
our students who are at or below the poverty line.
-Confidence developed through student participation in
monthly “ShowTime!” performances, 6 locally presented
recitals, and community performances through our Ensemble
Program. In line with our community engagement and
impact strategies, all NMS recitals and performances are free
and open to the public, as they deepen the connection
between the NMS community our partner venue
communities. Our commitment to building confidence within
our student community is growing even further this year
with the goal to provide free ensemble instruction by August
2019.
-Mentorship of NMS teaching artists who inspire and mentor
our students every day through one-on-one music
instruction, audition, “ShowTime!” and recital preparation
and extended opportunities for further development.
-Cultural Enrichment through work developed by our
strategic and community partners in workshops, field trips,
concerts and volunteer opportunities. Field trips, in
particular, provide the opportunity for our community to take
part in the many varied and distinctive cultural offerings of
Los Angeles.
-Bridges to Continued Success – NMS builds bridges and
pipelines for continued success and training by preparing
and exposing students to transformative music programs
beyond NMS including Interlochen, Idyllwild Arts, Los Angeles
County High School for the Arts, and University of Southern
California.
Please attach the proposed budget for your project
https://jemmottrollinsgroup.fluidreview.com/resp/81971400/vTWNTquu9L/
3 / 5
Please provide a detailed description of the proposed project (attachment):
https://jemmottrollinsgroup.fluidreview.com/resp/81971400/MnxPUAdJSl/
Describe your organization’s history, listing significant achievements,
accomplishments and recognition: (250 words, maximum)
The mission of the Neighborhood Music School (NMS) is to inspire minds and enrich our community
through music education. This is done through providing one-on-one music instruction with a highly
dedicated, qualified and experienced teaching staff at an affordable rate, developing our student
experience with safe and supportive performance opportunities, and sharing cultural enrichment
opportunities throughout the year to make accessible and connect the cultural and musical offerings of
Los Angeles to the personal experiences of our students. We have become an anchor institution for our
families, enabling our community to experience a high-quality music education.
NMS was established in 1914 as a part of the Settlement movement, a cause which helped immigrant
families adapt and engage in American culture through low-cost instruction in English and Music.
Founded by musician and composer Carrie Stone Freeman, it was known as the "Los Angeles Music
Settlement." Freeman's gift of $1,000 gave life to this learning center where low-cost lessons enable
children to develop musical talent and creativity. NMS moved to its current location in 1933, a charmingly
restored 19th century Victorian house in Boyle Heights, donated by a former board member. What began
as a $1,000 gift has developed into an artistic and educational home with an $870,000 operating budget,
350 students, 22 teaching artists and 105 years of history and transformative development through
music.
* Describe how your organization and/or project will improve the community of
Vernon and/or its surrounding areas: (500 words, maximum)
NMS addresses the need for access to affordable, one-on-one music instruction in our geographic service
area of Boyle Heights and the surrounding communities. According to a report by the L.A. County Arts
Education Collective, 30% of students in the Los Angeles Unified School District’s Local East District
provide music education at any grade level. NMS meets a critical need in the educational landscape our
geographic service area of Boyle Heights and surrounding eastside communities, at a significantly lower
cost for our students and families compared to our peer organizations. One-on-one music instruction is
critical to music training at all levels of development, both in skill building and under the guidance of a
caring and qualified mentor. In addition to providing access through low-cost instruction, we also provide
access to residents of Boyle Heights, Vernon, and the surrounding communities with high-quality music
instruction at a geographically closer distance than many of our peer organizations.
As a 105-year-old organization, NMS celebrates its role as an anchor institution in which music and
community come together. Through our Strategic Partnerships and Community Engagement, our goal is
4 / 5
to build intentional, accessible pipelines between our students and the many opportunities for cultural
enrichment and exchange in our shared geographic service area.
NMS combines community engagement and performance opportunities through community exchange. In
2018, our five performing ensembles participated in 34 community events. Performing in an ensemble
not only strengthens students artistically, but also builds essential self-esteem, team-building skills and a
professional resume. Our goal is to strengthen our ensemble program so our students can experience
increased opportunities to perform outside of NMS, and provide a positive exchange with our neighboring
communities and partners. For example, we host a monthly ensemble residency at White Memorial
Medical Center for staff and patients, pairing music with healing.
NMS students also benefit from our wide range of community partners that help us achieve our
accessibility goals. Some are listed below.
Education Partners are critical to achieving our mission through our education exchange that ranges from
special needs students and home-school curricula to undergraduate mentor residencies. Partners
include:
-Jazz Hands for Autism
-USC Thornton School of Music
Recital Venue Partners allow NMS students the opportunity to publicly perform, while creating a cultural
exchange with our direct Boyle Heights community. These Boyle Heights institutions bring out the best in
our students and allow them to grow musically and confidently with each performance. All NMS recitals
and performance are free and open to the public.
Partners include:
-Hollenbeck Terrace
-White Memorial Medical Center
-PUENTE Learning Center.
Field Trip Partners are critical in connecting the NMS community with cultural enrichment opportunities at
no cost to our families. In 2018, this resulted in 29 field trip opportunities with 229 total participants. We
look forward to offering even more opportunities this year, both year-round and during the “Field Trip
Friday” component of our Summer Music Programs.
Partners include:
-Wallis Annenberg Center for the Performing Arts
-The Hollywood Bowl
-Wiltern Theatre
-Ford Theatre
5 / 5
If selected for award, how might your organization promote its Vernon CommUNITY
Fund Grant?
We will promote a grant from the Vernon CommUNITY Fund in the following ways:
-Scholarship Award Ceremony
Every February and August, we host scholarship award ceremonies for new and returning students who
received scholarships. We will visually and verbally promote Vernon CommUNITY Fund and the grant
award at the ceremony, which will be free and open to the public.
-Resource Center
We will also promote a grant from the Vernon CommUNITY Fund in the Neighborhood Music School’s
resource center, which is a designated center inside the school for our students and families to access
the offerings of our community, arts and local business partners year-round.
-Donor Recognition Materials
Additionally, we will include Vernon CommUNITY Fund’s support in any print and online materials that
acknowledge and recognize our donors, grantors, and partners.
-Social Media
We will make a dedicated announcement and post on our social media platforms, Facebook and
Instagram.
-Honoring Vernon Business Leader Ron Gustafson
As NMS works to continue building bridges and community partnerships, we believe we can connect
Vernon and Boyle Heights even further. With Vernon CommUNITY Fund’s support for the Student
Scholarship Program, a portion of the funds will be used to establish vocal scholarships in honor of
Vernon business leader and NMS Board member Ron Gustafson.
Page 1
BOARD of DIRECTORS Jeffrey C. De Francisco, President Bradford Chambers, Vice President Sean Cauvel, Treasurer Maureen McConnell, Secretary Mike Birkholm Janet Doud, Emeritus Ronald Gustafson Serge Kasimoff Dr. Albert McNeil Dr. Joshua Smith
ADVISORY BOARD Richard A. Braun, M.D. Alan Chapman Elaine Gill Dan Guerrero Jeffrey Kahane Joseph Lumarda Christopher Mancini Mark Slavkin Paul Jan Zdunek
EXECUTIVE DIRECTOR
Karen Louis
Neighborhood Music School Board of Directors OFFICERS
Jeffrey C. De Francisco, President Managing Partner Calleton, Meritt, De Francisco & Bannon, LLP jeff@neighborhoodmusic.org Bradford Chambers, Vice President SVP / Market Executive for LA Metro Middle Market Banking Bank of America / Merrill Lynch Bradford.e.chambers@baml.com
Sean Cauvel, Treasurer Partner Westmount Asset Management scauvel@westmount.com Maureen McConnell, Secretary Creative Director (Retired) Nexgen Food Research maaren@aol.com DIRECTORS Mike Birkholm President and CEO Birkholm Direct mbirkholm@birkholmdirect.com Ronald Gustafson Executive Management Coast Packing Company marian@coastpacking.com Serge Kasimoff Latin Jazz Pianist and Composer sergekas@aol.com
Dr. Albert McNeil Founder, The Albert McNeil Jubilee Singers almcneil@aol.com Dr. Joshua Smith Assistant Professor, Torrey Honors Institute Biola University docjoshplot@gmail.com
Neighborhood Music School Advisory Board
Richard A. Braun, M.D. Chairman and Founder The Jewish Music Commission of Los Angeles Alan Chapman Host, Classical KUSC Professor, Colburn Conservatory
Elaine Gill Vice Chairman The Jewish Music Commission of Los Angeles Dan Guerrero Producer, Performer, Educator, and Activist Jeffrey Kahane Music Director Los Angeles Chamber Orchestra
Joseph Lumarda Senior Vice President and Investment Counselor Capital Group Private Client Service Christopher Mancini Musician and Music Publisher Mark Slavkin Director of Education Wallis Annenberg Center for the Performing Arts
Paul Jan Zdunek Managing Director, Nonprofit & Education Advisory Services BDO
NMS Budget 2019-20
FY 2019-20
proposed
Operating Income-TUITION $280,000
Passive Income-Amazon, Target $200
Restricted Grants/Foundations $160,000
Unrestricted Grants/ Foundation $75,000
Unrestricted Corporate $10,000
Transfer from Reserves $75,000
Unrestr. Indiv. Donations $60,000
Fundraising Income/ Board dir.$200,000
Community Partnership Income $10,000
Total Income $870,200
Bank & Card Fees $4,500
Capital Improvements Expense $22,000
Community Partnership Payments $6,500
Copier & Equipment Maintenance $5,000
Educational Program Expenses $2,000
Facility Expense $12,000
Fundraising Expenses $60,000
Health Insurance $30,000
Insurance $25,000
Licenses, Fees & Permits $600
Marketing, Publ R, Advertising $10,000
Meals & Entertainment $1,500
NMS Music Expenses $8,500
Office Expense $8,000
Payroll Expense-Admin Salaries $250,000
Payroll Expense- Teachers $300,000
Professional Development $2,500
Professional Services $15,000
$20,800
$35,000
Subscriptions / Membership $2,000
Summer Program Expenses $15,000
Taxes $1,500
Technology Expense $14,000
Travel $1,500
Utilities $16,500
Total Expense $869,400
Repayment of Petersen Loan
Operating Reserve
FY 2018-19
Income
Expense
My children, Tosh,13, and Takeshi,10, have been embraced by the Wonderful teachers
and staff at the Neighborhood Music School in Boyle Heights. The teachers and staff
work so hard to create a happy, inclusive family environment for the children to thrive.
Their care and concern extends to everything.
They have recitals, community events, and are constantly bringing the greater world of
music into the lives of the families through field trips, summer camps, and performances
by the teachers themselves.
Everyone exudes a love of music, as a language of care. We have been able to take
part in events and activities well beyond the scope of our knowledge and pocketbook.
The staff makes so many things possible. They are blessing and treasure.
Before coming here, I would never have imagined ever having a piano in our home. It
just seemed so out of reach. But when they delivered it and my son put his fingers on
the keys and a beautiful sound came out. I cried. All for ten dollars a month.
By now, my whole family is becoming more musical, myself included.
Every time we enter the beautiful grounds and sit under the trees, or go into the lovely
pink Victorian, I feel everyone relax and a happiness comes into our spirit. We cannot
wait to go and we hate to leave. I tell everyone about NMS. It’s so much more than just
a place to take music lessons.
My youngest son had the opportunity to go to Interlochen Music Camp in Michigan this
summer to play violin because of NMS. He is having the time of his life. From being on
a lake in a canoe for the first time, to playing with students from around the world. It’s
his first trip out of California. It’s been a life changer for him and our family.
Further, my children have been able to join in one of the many ensembles to play at
White Memorial Hospital for the patients and staff. It’s been a very enriching experience
for them to use their music to bring comfort to others. They see the power and the
beauty of music as they work together.
The teachers are not only excellent working professionals, but they care so much about
bringing out the best in their students. Our teach, Travis Laughlin, just embodies, a love
of learning, sharing, of excellence, and just good will.
If ever an organization would put any monies to good use it would be NMS. It is a
community changer and has been one for a hundred years!!! it is a treasure and I highly
recommend their support.
SIncerely,
Ise Gomez
Inspiring minds and enriching our community through music education.
Spring 2019
Teacher Travis Laughlin with his string ensemble students at Union Station’s “Bach in the Subways.”
MusicMorphosis – A Year of Life-Changing Opportunities
for Neighborhood Music School Students
In 2018, our students experienced an extraordinary year of
life-change through music. In January 2018, our Jazz Ensem-
ble kicked off the year with a stellar performance at the Wal-
lis Annenberg Center for the Performing Arts, where they
participated in an inspiring master class with jazz legend
Arturo Sandoval.
In March, our Advanced String Quartet, Baroque Ensemble,
and several NMS piano students and Teaching Artists per-
formed in “Bach in the Subways,” an international celebra-
tion of J. S. Bach’s music. “Bach in the Subways” is celebrated
with events and concerts in hundreds of locations around
the world; locally, in Downtown Los Angeles’ Union Station.
Our Baroque Ensemble continued their performance-filled
year as they joined forces with Sacred Heart Elementary
School’s voice classes, led by Teaching Artist Sara Gomez,
to perform “The Sacred Sound of Music,” which featured
highlights from the classic movie musical.
In October, our annual fundraising gala, “Waltz, Wine
& All That Jazz,” was held once again at the spectacular
GRAMMY® Museum. This year, our President’s Award
honoree was beloved Teacher Mickey Fruchter, a lifelong
music educator who taught violin at the Neighborhood
Music School for 54 years.
Gala guests enjoyed an evening of classical and jazz music
from our White Memorial Ensemble, Advanced String Quar-
tet, Baroque Ensemble, and Jazz Ensemble. They also heard
spectacular performances from our Teaching Artists and the
“Interlochen Trio,” the three students who attended summer
programs at Interlochen Center for the Arts.
Our MusicMorphosis Initiative was launched at the Gala to
further create life change through music. As part of the cam-
paign, NMS provides access (through scholarships), cultural
enrichment, mentorship, bridge-building opportunities, and
builds confidence and teamwork through performances and
ensemble participation.
Est. 1914
Dear NMS Friends,
We are pleased to extend a warm welcome
to executive director Karen Louis, who
joined the Neighborhood Music School
in February. Karen has an extensive arts
education and advocacy background. She
previously served as the executive direc-
tor of the Los Angeles High School for
the Arts Foundation, as well as deputy di-
rector for Arts for L.A. We look forward
to growing and benefiting from Karen’s
expertise and enthusiasm.
As many of you know, also in February,
we bid a fond farewell to Connie St. John, who served as execu-
tive director for the past four years. Connie contributed greatly to
our growth and raised the profile of the school. She expanded and
strengthened our partnerships and programming, including ensem-
bles and our popular summer program. She will be missed, but her
fruit will remain.
We had an exciting 2018 filled with new partnerships and new op-
portunities for our talented students. From attending the Summer
Arts Camp at the prestigious Interlochen Center for the Arts, to
performing at Union Station for Bach in the Subways, to participat-
ing in a jazz workshop with legendary trumpeter Arturo Sandoval,
our students experienced life-changing opportunities through music
all year long.
We hope you enjoy the highlights featured in this newsletter. We
look forward to seeing you at one of our recitals, and at our spectac-
ular Gala in October.
Musically yours,
Jeff De Francisco
Welcome, Karen Louis Neighborhood
Music School
Board of Directors
Jeffrey C. De Francisco, President
Bradford Chambers, Vice President
Sean Cauvel, Treasurer
Maureen McConnell, Secretary
Mike Birkholm
Janet Doud, Emeritus
Ronald Gustafson
Serge Kasimoff
Dr. Albert McNeil
Dr. Joshua Smith
Advisory Board
Richard A. Braun, M.D.
Alan Chapman
Elaine Gill
Dan Guerrero
Jeffrey Kahane
Joseph Lumarda
Christopher Mancini
Mark Slavkin
Paul Jan Zdunek
Anna Antonian
Catherine Baker
Balam Garcia
Sara Gomez
James Higgs
Logan Hone
Natalia Hudson
Travis Laughlin
Rafael Liebich
Tany Ling
Lenin Lugo
Michael Marquez
Jason McNally
Gerardo Morales
Jocelyn O’Keefe
Maritza Ortiz
Sarah Palma
Betsy Rettig
JP Rogers
Elisa Ruiz
Erika Salas
Caster Teoh
Evan Waltmire
Staff
Karen Louis, Executive Director
Rachel Rosenbaum, Grant Writer
Elizabeth Vidal, Program Coordinator
Melissa Martinez, Program Assistant
Teaching Artists
Teaching Artist’s Corner .......3
Field Trips & Performances ..3
Teacher Spotlight .................4
Summer at Interlochen ........4
Student Spotlight .................5
Alumnus Spotlight ...............5
Upcoming Events.................6
Capital Improvements .........7
2018 Gala .......................8-11
Scholarship Program .........11
Community Partners .........12
Donor Appreciation Tea .....13
Donor Recognition ........14-15
Ways to Give ......................15
Table of Contents
3
Teaching Artist’s Corner
The Power of Consistency
by Teacher Natalia Hudson
Whether it’s at work, in relationships, or studying a
musical instrument, consistency has the power to
transform. Children especially do well with consis-
tency because it creates an environment of stability
and structure in which optimal learning occurs. At
school, students are encouraged to study over weeks
or months instead of cramming a few nights before
an exam. Likewise,
when learning a
musical instru-
ment, the most
progress occurs by
consistent practice
during the week
over an extended
period of time.
At home, parents
can optimize their
child’s learning by creating a time, space and daily
routine in which to play their instrument. Consistent-
ly attending weekly lessons and being on time is often
overlooked as a key component to success in learning.
Going to concerts, listening to music, and making
music in the home together are also ways in which
parents can foster a student’s musical aptitude.
In addition to requiring a lot of mental effort, playing
an instrument is also a very physical activity. Just as
an athlete trains for a marathon, a game, or the Olym-
pics, learning to play an instrument takes constant,
consistent, physically engaging in the activity to train
the mind-to-body connection.
Tip of the week for parents: when thinking of ways
to help your child learn at home, choose (and
demonstrate) consistency.
Est. 1914
Field Trips
Nearly 250 participants enjoyed more than 30 cultural
outings that included concerts, museums, and theater.
NMS donors, Board and Advisory Board members,
community partners, and friends donated tickets and/
or paid for transportation, creating wonderful oppor-
tunities for our students and families.
South Pasadena Public Library Restoration Concerts
Arturo Sandoval @ the Wallis
Mariachi Vargas de Tecalitlán
American Youth Symphony: Sounds About Town @
Walt Disney Concert Hall
The GRAMMY® Museum
California Science Center/IMAX
Rachmaninoff @ The Hollywood Bowl
Mariachi Women’s Festival
The Wilton Theatre Summer Family Movie Series
Jazz Night @ The Hollywood Bowl
Hershey Felder’s Beethoven @ the Wallis
Big World Fun: Quatrosound @ the Ford Theatre
Community Performances
Our wonderful NMS Jazz and Classical Ensembles
continued to serve as outstanding ambassadors of
our School. They were requested to perform or par-
ticipate in more than 30 community events. Here
are just a few highlights.
Arturo Sandoval Jazz Workshop @ the Wallis
Bach in the Subways @ Union Station
Boyle Heights Neighborhood Council Meeting
El Sereno Playground Five-Year Anniversary
Pasadena Town Club Featured Concert
Boyle Heights Youth Festival
PUENTE Community Festival
D’Addario Foundation Instrument Drive
Calleton, Merritt, De Francisco & Bannon Open House
East LA Community Youth Center Angel Awards
USC Civic Engagement Day of Thanks
Bank of America Boyle Heights Community Financial Center Grand Opening
2018 Field Trips and Community Performances
4
Teacher Spotlight: Travis Laughlin
“Teaching people to like music is what we do here.”
Teacher Travis has been
teaching violin and viola
at the Neighborhood
Music School since the
spring of 2010.
He has been playing the
violin since 4th grade,
when he was introduced
to the instrument in his
elementary school. “I
thought it sounded mys-
terious. I was curious
about how the sound was
created.”
Travis was also taught to play piano, by his mom, who
gave him lessons for eight years. He also plays a little
trumpet, which he studied for two years in school.
Travis developed his teaching style after studying at
the Playhouse in West Los Angeles. He was inspired
by his teacher there who encouraged students to de-
termine what they found interesting or could relate to
in the dramatic pieces they studied.
“That applies to music, as well. If you don’t like the
piece, pick something else.”
With a B.A. in Music from the University of Virginia, and
an M.F.A. in Film Production from USC, Travis brings
a unique approach to his teaching style. In line with his
actor’s training, Travis teaches with a goal of performing
in mind. “Performance brings music to life.”
Travis feels instruments should be played with a pas-
sion that makes people feel good and understand the
message of the music. “Performance needs to be an
exciting contribution to society,” he says.
In January 2017, Travis joined the NMS staff as Di-
rector of Ensembles. In addition to his full teaching
schedule he also developed ensembles. He returned
to teaching only in February 2018, but continues to
lead and collaborate with the other NMS teaching art-
ists to coach the various ensembles. These groups not
only have their own chamber music recitals and con-
certs, they also go out into the community to perform.
“Seeing students stand alone, terrified, to perform at a
recital doesn’t feel good,” Travis says. “Participating in
groups or ensembles at the school creates a comfort
level and safe space for the students. Not many people
have a problem in a group, when they’re engaged with
each other.”
Under Travis’ leadership, the school now has six
ensembles. They are regularly booked to perform in
the community and beyond. “Many of the ensemble
students are finding ensemble work to be even more
inspiring than solo work,” Travis says.
Collaboration builds confidence, friendships, as well
as individual talent. “The growth in my stu-
dents in such a short time has been incredi-
ble.”
Est. 1914
In 2018, three of our talented violin students traveled to Michigan to attend the
summer arts camp at the internationally-renowned Interlochen Center for the
Arts. Mayte Castro attended their 6-week high school orchestra program, and
Yamileth Martinez and Anakin Carvente participated in their 3-week strings
program. Thanks to Interlochen and our generous donors, our students received
full scholarships to attend these programs. They returned to NMS inspired and
energized after having the experience of a lifetime.
The Neighborhood Music School is proud to be a catalyst, an opportunity cre-
ator, and a bridge builder for our students. We are now a community partner
with Interlochen Center for the Arts, and look forward to sending even more
students this summer.
NMS Students Attend Prestigious Summer
Programs at Interlochen Center for the Arts
5
“Working together to serve our community.”
Every Monday afternoon, Jenny Ardon and her chil-
dren – Elizabeth, Christopher, Amy and Asaf – fill the
Neighborhood Music School with their talent. Not
only do they take private lessons, but all five of them
participate in our White Memorial Ensemble, which
performs monthly for patients and their families.
Jenny, a violinist, says the ensemble performs in a
variety of areas at the hospital, from waiting rooms to
the Neonatal Intensive Care Unit.
Elizabeth Ardon, a 15-year-old pianist, studies with
teacher Anna Antonian and loves the friendly atmo-
sphere of the Neighborhood Music School. Eight-year-
old Asaf also studies piano with Anna, and plays the
trumpet in the White Memorial Ensemble.
Christopher, a cellist, is 14 years old and studies with
teacher Betsy Rettig. His favorite thing about NMS
is the teachers. He says, “When a student makes a
mistake, the teachers correct you not just because you
are wrong, but because they want you to be the best
musician you can be.”
Violinist Amy is 12 years old and studies with teach-
er Travis. She was inspired by her mother to play
the violin. Amy enjoys playing during “ShowTime!”
because it helps her not to be so nervous when she
performs at recitals and in the community.
The ensemble is currently learning Bach’s Branden-
burg Concerto No. 3 together. “It’s fun to work
as a family,” Jenny says. “It’s also very special
for us to see the healing power of music on a
regular basis.”
“Learning piano and music has enriched my life in many
ways.”
Victor Vallejo was deeply in-
fluenced by music at an early
age. When he was seven years
old, his parents gave him a
radio, which exposed him to
an entire world of musical
genres. He gravitated toward
classical music, especially
Beethoven’s sixth sympho-
ny and Tchaikovsky’s “1812
Overture.”
Born in New York, Victor moved to Los Angeles with
his family at the age of 12. Shortly thereafter, he began
taking piano lessons at the Neighborhood Music School.
He was a student at the school from 1963 – 1965.
One of Victor’s favorite memories is learning to play
“Invention No. 1” by J.S. Bach, the final piece he
learned to play at NMS.
“Learning piano and mu-
sic has enriched my life in
many ways,” Victor says.
“It has given me a deep
love and appreciation for
all of the arts and what
they bring to our lives.
My gratitude is beyond
words.”
In 2017, the Neighborhood
Music School received an
incredibly generous gift
from Victor: his 1980 Ya-
maha C3 Concert Grand Piano. This piano was placed
in the Chapel at the White Memorial Medical Center,
as an official Neighborhood Music School recital
piano.
Victor recently retired from the City of Los
Angeles and moved to Madrid, Spain, to cele-
brate the next chapter of his life.
Student Spotlight: The Ardon Family
Alumnus Spotlight: Victor Vallejo
Est. 1914
Est. 1914
6
Neighborhood Music School
2019 Event Schedule
Mark your calendars and plan to join us at our Recitals, Concerts and other Special Events!
Student Recitals
Student Recitals feature our dedicated and talented students – from beginner to advanced.
Recitals are held every other month, with an additional advanced recital in June and
December. All recitals begin at 5:30pm and are held at the venues of our wonderful
community partners.
• Saturday, April 27 (Hollenbeck Terrace)
• Saturday, June 22 (PUENTE Learning Center)
• Saturday, June 29 – Advanced Students (White Memorial Medical Center)
• Saturday, August 31 (Hollenbeck Terrace)
• Saturday, October 26 (PUENTE Learning Center)
• Saturday, December 14 (PUENTE Learning Center)
• Saturday, December 21 – Advanced Students (White Memorial Medical Center)
Concerts In The Parlor
Concerts in the Parlor feature our talented Teaching
Artists performing for our students, families and the
community. Concerts in the Parlor begin at 6:00pm
and are held in the beautiful NMS Parlor.
• Saturday, March 30
• Saturday, July 13
• Saturday, September 28
• Saturday, November 16
Special Events
NMS Open House Sunday, June 2 Open House/Community Festival
NMS Summer Programs June 10 thru August 3 NMS
Inspire! July 2019 Location To Be Announced
NMS Gala Saturday, October 12 GRAMMY Museum
Chamber Music Concert Saturday, November 9 Hollenbeck Terrace
For more information about these events, please contact NMS at 323-268-0762.
Teaching Artists Sara Gomez and Balam Garcia perform at a Concert in the Parlor
7
Since 1933, the Neighborhood Music School has been
housed in a beautifully restored 1892 Victorian House
on South Boyle Avenue. This charming home has always
been an important part of the school’s identity and brand.
The Ahmanson Foundation has been a wonderful
supporter for our school. Through their generous
grants, they have been instrumental in helping us to
complete several interior and exterior capital im-
provement projects.
With their support, the school strengthened and re-
built the foundation of the house, keeping our house
standing for another 100 years, and ensuring the
safety of our students and families. We have also re-
placed the downstairs and upstairs AC/heating units,
providing warmth for the winter and air conditioning
for the summer heat waves!
In October 2018, we installed a beautiful wrought-iron
fence for the back of the school. This fence replaced
the chain link for a more polished look and enhanced
the safety and security of the School.
In the future, the
School will undergo a
full painting project,
spanning both the in-
terior and exterior of the house. The process will take
several weeks. We cannot wait to see how it looks!
We are so thankful for The Ahmanson Foundation
for supporting these projects, among several other
projects that keep our environment warm, friendly,
safe and beautiful!
We also extend a special thank you to our NMS fam-
ilies who are committed to keeping our home lovely
and in good repair. The Mateo family fixed our sliding
parlor door. The Ardon Family created a parking lot
mosaic for the school, to help protect the grass in our
backyard.
Our school is an enchanting, recognizable, landmark
in Boyle Heights. We are grateful to our do-
nors, families, and partners who help us keep
it beautiful.
Our Student Scholarship Program is an essential component of our mission and the MusicMorphosis Initia-
tive, ensuring that our music instruction is affordable for everyone. We are so proud of our students. They
are not only dedicated to their instruments, they also have commendable character, talent, and discipline. In
August, students received their scholarship certificates. We are grateful to our generous donors who make the
Student Scholarship Program possible!
An Exciting Year of Improvements
to Our Beautiful Victorian House
The NMS Student Scholarship Program
Est. 1914
8
1. Advanced String Quartet
performs for Gala guests
2. Board Vice President
Brad Chambers and wife
Wendy with guests
Jennifer Silanoe, Dom King,
Mariaesther Moncada and
Sara Moncada
3. Board VP Brad & Wendy
Chambers, Treasurer Sean & Kelly
Cauvel and Connie St John
4. Teaching Artist
Catherine Baker performs
5. Connie St. John with Presenter
Lori Bonner
6. Gala Host / Advisory Board
Member Dan Guerrero and vocal
student Scarlette Ortiz present
raffle winners
7. Board President Jeff
De Francisco smiles
at President’s Award honoree
Mickey Fruchter
8. Dan Guerrero and guests
9. Jazz Ensemble student
Enrique Morales performs
10. Gala guests enjoy a dance
lesson from the Flappers
Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018
The Neighborhood Music School’s annual gala, held once again at the GRAMMY® Museum, honored beloved NMS violin teacher Mickey Fruchter with the President’s Award. Mickey taught at the school for 54 years.
The award was presented by his daughter, accomplished musician and music educator, Lori Bonner.
1.
2.
3.
4. 5.
7.
9.
10.
8.
6.
October 13, 2018
9
11. Violin student
Xico Reyes performs
12. Flappers wow the Gala
guests
13. Guests enjoy the breath-
taking view from the rooftop of
the GRAMMY® Museum
14. The Interlochen Trio –
Mayte Castro, Anakin Carvente
and Yamileth Martinez –
perform
15. Board member
Janet Doud, teacher
Sara Gomez with mom Susan,
Renee Madison and
Helen Franke
16. The Jazz Ensemble with
Teacher Balam Garcia and
guest vocalist Scarlette Ortiz
17. Jazz Ensemble performs
18. Board President
Jeff De Francisco with wife
Monica and Board member
Mike Birkholm
19. Waltzers grace the dance
floor
20. Board members
Maureen McConnell and Janet
Doud19.
13.
14. 15.
17.
18.
20.
Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018
The Neighborhood Music School’s annual gala, held once again at the GRAMMY® Museum, honored beloved NMS violin teacher Mickey Fruchter with the President’s Award. Mickey taught at the school for 54 years.
The award was presented by his daughter, accomplished musician and music educator, Lori Bonner.
19.
16.
12.
11.
October 13, 2018
10
21. Board member
Joshua Smith, Jeff &
Monica De Francisco,
Betsy & David Rosenthal,
Debra Shuwarger and
Rob Suiter
22. Gala guests
Rob Suiter and
Debra Shuwarger
23. Connie St. John
and Board member
Maureen McConnell share
a laugh with guests
24. Paul Zdunek and
Cindy Lewis
25. Honoree Mickey Fruchter
with guest Laura Balisky
26. Honoree
Mickey Fruchter with
daughter/presener
Lori Bonner
27. Board member Mike
and Karen Birkholm with
Gala guests
28. Teaching Artists
Natalia Hudson,
Jason McNally, Sara
Gomez, Catherine Baker,
Travis Laughlin, Lydia Li
and Sarah Palma
29. Honoree
Mickey Fruchter with
Gala guests
30. Donor Carole
Meyer-Rieth with
Jeff De Francisco, and
Advisory Board member
Paul Zdunek and
Cynthia Lewis
21.
22.
23.
25.
27.
28.
29.
30.
26.
24.
25.
29.
Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 •
11
Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 •
31. Board member
Serge Kasimoff with
Gala guests
32. Presenter Lori Bonner
with husband Scott
33. Teaching Artist
Sarah Palma at the
piano
34. Honoree
Mickey Fruchter and
presenter Lori Bonner
with Jeff De Francisco
and
Connie St. John
35. Vocal student
Scarlette Ortiz performs
36. Honoree
Mickey Fruchter
37. Presenter Lori Bonner
38. Teacher Travis
Laughlin with Board
member Serge Kasimoff
39. Teacher Travis
Laughlin performs
40. Antonia Buard,
Wendy Chambers,
Jacqueline Bradley, and
Sylvia Mitchell
31.
32.
33.
36. 35.
39.
40.
34.
37. 38.
Gala 2018 • Gala 2018 • Gala 2018 • Gala 2018 •
12
In 2018, we were thrilled to form and strengthen community partnerships with wonderful educational, artis-
tic and community organizations, such as Interlochen, LACHSA, USC, the Wallis, Idyllwild, White Memorial,
PUENTE and more!
Our community partnerships are essential to what we do at the Neighborhood Music School, and an important
element of our MusicMorphosis Initiative. Working with our partners, we are able to orchestrate cultural and
educational opportunities for our students and provide life-change through music.
MusicMorphosis and Our Extraordinary
Community Partners
Photos top to bottom:
Three of our violin students attended the Summer Arts Camp at the Interlochen Center for the Arts in Michigan. We are excited to announce that eight of our tal-ented students have already been accepted for the 2019 summer program.
Our Jazz Ensemble began the year by
participating in an exclusive workshop
with legendary jazz trumpeter Arturo
Sandoval, courtesy of our community
partner – the Wallis Annenberg Center for
the Performing Arts.
Our Jazz students were also honored to be featured performers in November for the USC Civic Engagement Day of Thanks, which celebrates community organizations.
In November, talented piano students
from L.A. County High School for the Arts
performed for NMS families, and made a
special presentation to our students about
applying to LACHSA, one of the top per-
forming arts school in the country.
Our Baroque Ensemble students were excited to perform for “The Sacred Sound of Music” at the Sacred Heart Elementary School. Our string and piano students joined dozens of vocal students from TK to 3rd grade, led by our Teaching Artist Sara Gomez.
During the summer, NMS teachers Travis
Laughlin and Evan Waltmire presented a
special class for PUENTE Learning Center
students – Instruments That Sound Like
Animals. The students were engaged and
eager to participate in this fun class.
13
• Donor Appreciation Tea •
Top row left to right:
Boyle Heights Neighbor-
hood Council member
Vivian Escalante and guest
take a tour of the NMS
house
Piano donor Arthur
Geoffrion is welcomed by
parent Claudia Martinez
Board member
Janet Doud with
Teacher Mickey Fruchter
and wife Bea
Second row left to right:
Board President
Jeff De Francisco and
Advisory Board Member
Alan Chapman
A student serves donor
Felipe Esparza and his
wife Lesa
Bottom row left to right:
Parent Maria Ortiz pre-
pares to serve a tray
of tea cookies
Lovely table settings
It was a beautiful day for
tea in the NMS Garden
Our second annual Donor Appreciation Tea was held in April. Students and parents were honored to serve the
generous donors who make it possible for them or their children to enjoy an affordable music education.
If you are a donor and would like to attend this year’s Tea, please contact Rachel Rosenbaum at 323-268-0762 or
rrosenbaum@neighborhoodmusic.org.
14 Thank You!ANGEL ($25,000 - $1,000,000+)
The Ahmanson Foundation
Colburn Foundation
Ralph M. Parsons Foundation
The Margie and Robert E. Petersen
Foundation
The Al Sherman Foundation
Vernon CommUNITY Fund
TITANIUM ($10,000 - $24,999)
Bank of America / Merrill Lynch –
Bradford Chambers
California Arts Council
Los Angeles County Arts Commission
The Youssef and Kamel Mawardi Fund
DIAMOND ($5,000 - $9,999)
Jeffrey R. Bruce
Calleton, Merritt, De Francisco &
Bannon, LLP
The Capital Group Companies
Charitable Foundation
Sean Cauvel / Westmount Asset
Management
City of Los Angeles Department of
Cultural Affairs
Pasadena Showcase House for the Arts
PLATINUM ($2,500 - $4,999)
Lori and Scott Bonner
Felipe and Lesa Esparza
D’Addario Foundation
Ronald Gustafson
GOLD ($1,000 - $2,499)
Lynn Aldrich
Jorge Arciniega
Mr. and Mrs. Mike Birkholm
Ginger Crane
Joseph and Carlotta De Francisco
Joseph K. & Inez Eichenbaum
Foundation
Jeff Levy
Georgianna Erskine
Ginny Mancini
Maureen and Ross McConnell
Dr. Albert McNeil
Jeremiah O’Neill
Debora and Shelley Presser
R. W. Zant Company
SILVER ($500 - $999)
Ella Fitzgerald Charitable Foundation
Serge Kasimoff
Julia Maher
Office of Supervisor Hilda Solis
Mr. and Mrs. William Steinwedell
Howard Weg
BRONZE ($100 - $499)
Anonymous (2)
Nick and Lorna Ariondo
Golda Brunhild
Thomas P. Cacciatore
Gigi Carleton
Bryant and Judith Danner
Anthony De Los Reyes
Mr. and Mrs. Robert E. Denham
Megan Ferkel Earhart
Charles Fairchild
Mimi and Ed Fisher
Teresa Flores
Theodore Fogliani
Ei A. Fong
Helen Franke
Mickey and Beatrice Fruchter
Hon. and Mrs. Gilbert T. Gembacz
Mr. and Mrs. Pete Gomez
Linda Grand
Greater Boyle Heights Chamber of
Commerce
Lenore S. and Bernard A. Greenberg
Mr. and Mrs. Robert Gross
Elaine Harada
Priscilla Heim
James Higgins
Marguerite Hougasian
Mr. and Mrs. Danny Iltis
Barbara Janelle
The Russell A. and Colene R. Johnson
Family Fund
George Katanics
Kiwanis Club of La Canada – AM
Foundation
Mr. and Mrs. Gerald Koris
Thomas and Gloria Lang
Nancy Lawrence
Peggy Lennon and Richard Tom
Ernest and Margaret Limon
Patricia Mace
Douglas MacLaughlin
Nayo Mateo
A. Howard Matz and Jane B. Matz
Charitable Fund
Nancy J. Mello
Mu Phi Epsilon Foundation
Carole Mukogawa
Martin Olvera
John G. Paton
Mr. and Mrs. John Pohlmann
Mr. and Mrs. David Rosenthal
Lillian M. Salazar
John and Nancy Skinner
Mark Slavkin
Suzanne Staulz*
St. Cecilia Club*
Diane Sternal
Bertha Stojic
Ken and Rudelle Tan
Heidi Taylor
Beverly Walker Thrall and
Bette Philpott Cook
The Town Club (Pasadena)
Kathy Underwood
University of Southern California Civic
Engagement
Mr. and Mrs. Matt Van Buren
The Villicana Foundation
Dr. Olga Walden
Mr. and Mrs. Ralph Winkler
Mary Zoryan
FRIEND ($1 - $99)
Anonymous (5)
Denise Aubuchon
Efran Bailon
Mrs. Larry C. Bucher
Doris Christensen
Carol J. Clary
Albert and Lydia D’Antonio
Jeffrey Dollinger
Garfield F. Ecung
The Estate Planning Council
of San Diego,
in honor of Megan Ferkel Earhart
Lula Mae Foster
Barbara Fuller
Elaine S. Glass
Aiko and Jiro Hanami
Frederick R. Harris, O.D.
Margaret Hernandez
Thank you to our 2018 donors!
We could not do what we do without the support of our generous donors. From supporting our program
and teaching artists, to capital improvement and general operating support, you transform our melody into a
symphony. Our heartfelt gratitude to each and every one of you.
15Thank You!William E. and Vivian Alvidrez Hutton
Tommy W. Jurado
Kasimoff-Blüthner Piano Company
Kathleen Kavanagh
Jan Kelley
Margarethe Knoblock
Marian Lowe*
Robert Matsuda
Karen McBride
Brenda McMillin
Carlos and Janice Najera
Mr. and Mrs. Lance Pinkham
Jesus T. Quinones,
in memory of Bob Ross
Patricia Shaw
Loretta Sifuentes
Toni Spagnola
Ruth Sugerman
IN-KIND
American Youth Symphony
Jorge Arciniega
Armida Brother
Pat and Richard Cabe
D’Addario Foundation
Janet Doud
Ann Ehrenclou
Elizabeth Fanning
Fender Museum of the Arts
Foundation
Dr. Stephen Goei
Michelle and Jonathan Gottlieb*
The GRAMMY Museum at L.A. Live
Mary Hearn
Hollenbeck Terrace
Tina Hughes
Hungry for Music
The Huntington Library, Art
Collections, and Botanical Gardens
Mrs. JoAnn Kostelas, in memory of
Andreas Kostelas
Linda Lack, Ph.D.
Joe and Denise Lumarda
Nayo Mateo
Joanne Mogannam and
David Rosenbaum
Alexandra Mornell, in memory of
Marcia Mornell
Janice Odom
Martin Olvera
Dan Palmer
PUENTE Learning Center
Jorge Ramirez
Heidi Romero
Nancy Scott*
Office of Supervisor Hilda Solis
South Pasadena Public Library
Thor Steingraber
Trixie Textor
Stan Tolan
Total Wine & More
Wallis Annenberg Center
for the Performing Arts
White Memorial Medical Center
Mary Lou Wigley
Wine of the Month Club
*In memory of Zandra Hanson
Ways to Give to NMS
As a 501(c)(3) nonprofit organization, your charitable donations are completely tax deductible.
• Online Giving - Donate online by visiting our website: www.neighborhoodmusic.org and click “Donate.”
• Employer-Matching Gifts - Ask your employer about employer-matching gifts. Many companies have matching gift programs that will match your gift to the Neighborhood Music School dol-lar-for-dollar.
• Recurring Donations – Consider making a recurring monthly donation either online or by mail. Online, click the “Donate” tab and simply check the box that says, “Make this a monthly recurring donation.” It’s an easy way to maximize your impact throughout the year!
• Planned Giving - Include the Neighborhood Music School in your will or estate plan. Please call us for more information.
• In-Kind Giving - Donate a new or gently used instrument.
• Directed Giving - Direct your donation toward a specific giving area at the Neighborhood Music School, such as the Student Scholarship Program, the Instrument fund, the Petersen Endowment Fund, or toward capital needs.
• Memorial or Tribute Gifts – To honor or celebrate a loved one, consider making a gift in their name.
Questions about making a donation to the Neighborhood Music School? Call (323) 268-0762. Your dona-tion can be made via credit/debit card over the phone, or you may mail a check to:
Neighborhood Music School
358 South Boyle Avenue • Los Angeles, CA 90033
323-268-0762 • www.neighborhoodmusic.org
If we neglected to include your name, please accept our sincere apologies, and do let us know.
Neighborhood Music School
358 South Boyle Avenue
Los Angeles, CA 90033
Music Opens Doors for NMS Students
(Left) Proud parents Alex and Margaret Hernandez with son Benjamin on the rooftop terrace at the Grammy
Museum for the NMS Gala.
(Right) NMS Student Sebastian Hernandez at Union Station performing for “Bach in the Subways.” Sebastian
is playing the harpsichord, donated for the event by Board Member Serge Kasimoff.
Sebastian and his brother Benjamin have been piano students at the school for more than 5 years. Both tal-
ented brothers were recently accepted into Interlochen’s prestigious Summer Arts Camp.
NONPROFIT MKT
US POSTAGE
PAID
PASADENA, CA
PERMIT #648
Checkifself-employed
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Check ifapplicable:
AddresschangeNamechangeInitialreturn
Finalreturn/termin-ated Gross receipts $
AmendedreturnApplica-tionpending Are all subordinates included?
732001 11-28-17
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
| Do not enter social security numbers on this form as it may be made public.Open to Public Inspection| Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2017 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website: |
L M
1
2
3
4
5
6
7
3
4
5
6
7a
7b
a
bActivities & GovernancePrior Year Current Year
8
9
10
11
12
13
14
15
16
17
18
19Revenuea
bExpenses
End of Year
20
21
22
Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
(or P.O. box if mail is not delivered to street address)Room/suite
)501(c)(3)501(c) ((insert no.)4947(a)(1) or 527
|Corporation Trust Association OtherForm of organization:Year of formation:State of legal domicile:
|
|Net Assets orFund BalancesUnder 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.
Signature of officer Date
Type or print name and title
Date PTINPrint/Type preparer’s name Preparer’s signature
Firm’s name Firm’s EIN
Firm’s address
Phone no.
Form
Name of organization
Doing business as
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Is this a group return
for subordinates?Name and address of principal officer:~~
If "No," attach a list. (see instructions)
Group exemption number |
Tax-exempt status:
Briefly describe the organization’s mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2017 (Part V, line 2a)
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, line 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
Contributions and grants (Part VIII, line 1h)~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g)~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
~~~~~~~~~~~
~~~~~~~~~~~~~
~~~
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
~~~~~~~~~~~~~~
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
~~~~~~~~~~~~~
~~~~~~~
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~
May the IRS discuss this return with the preparer shown above? (see instructions)
LHA Form (2017)
Part I Summary
Signature BlockPart II
990
Return of Organization Exempt From Income Tax990 2017
§
==
999
** PUBLIC DISCLOSURE COPY **
MAR 1, 2017 FEB 28, 2018
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION
95-6002180
358 S. BOYLE AVENUE 323-268-0762
687,115.
X LOS ANGELES, CA 90033
JEFFREY DE FRANCISCO X
SAME AS C ABOVE
X
HTTP://WWW.NEIGHBORHOODMUSIC.ORG
X 1936 CA
THE NEIGHBORHOOD MUSIC SCHOOL
PROVIDES ONE-ON-ONE MUSIC INSTRUCTION TO CHANGE THE LIVES OF ITS
9
9
6
25
0.
0.
1,354,184.342,269.
237,694.275,682.
79,860.48,458.
-46,379.-23,829.
1,625,359.642,580.
0.0.
0.0.
236,680.270,569.
0.0.
30,016.
329,836.370,524.
566,516.641,093.
1,058,843.1,487.
2,515,737.2,654,222.
1,030.2,643.
2,514,707.2,651,579.
CONNIE ST. JOHN, EXECUTIVE DIRECTOR
KRISTIN CREIGHTON KRISTIN CREIGHTON 01/29/19 P00216922
GOEHNER ACCOUNTANCY CORPORATION 95-4835865
251 S LAKE AVENUE, SUITE 190
PASADENA, CA 91101 626-449-6321
X
SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT CONTINUATION
Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Expenses $including grants of $Revenue $
732002 11-28-17
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part III
Briefly describe the organization’s mission:
Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
() ()()
() ()()
() ()()
Other program services (Describe in Schedule O.)
()()
Total program service expenses |
Form (2017)
2Statement of Program Service AccomplishmentsPart III
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
INSPIRING MINDS AND ENRICHING OUR COMMUNITY THROUGH MUSIC EDUCATION.
X
X
278,097.199,944.
THE NEIGHBORHOOD MUSIC SCHOOL PROVIDES ONE-ON-ONE MUSIC LESSONS TO MORE
THAN 300 STUDENTS IN PIANO, VIOLIN, GUITAR, DRUM, CELLO, WOODWINDS,
BRASS AND VOICE. THE INSTRUCTORS ARE PROFESSIONAL MUSICIANS AND
EDUCATORS WHO PROVIDE MUSIC TRAINING AND MENTORSHIP TO THE STUDENTS.
MANY OF THE STUDENTS ARE UNDERPRIVILEGED AND WOULD NOT OTHERWISE
RECEIVE MUSIC INSTRUCTION.
103,178.52,392.
THE SCHOOL PROVIDES NEEDS-BASED SCHOLARSHIPS TO STUDENTS WHO FALL AT OR
BELOW THE POVERTY LINE. SCHOLARSHIPS ARE PROVIDED BY PRIVATE AND
CORPORATE DONORS.
32,742.11,777.
THE SCHOOL OFFERS ENSEMBLE TRAINING AND PERFORMANCE OPPORTUNITIES
THROUGH RECITALS AND COMMUNITY SERVICE OPPORTUNITIES THROUGHOUT THE
YEAR.
72,734.11,569.
486,751.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
2
732003 11-28-17
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
a
b
If "Yes," complete Schedule A
Schedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part II
If "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,
Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IX
If "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part X
If "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
If "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part II
If "Yes,"
complete Schedule G, Part III
Form 990 (2017)Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
Form (2017)
3Part IV Checklist of Required Schedules
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
3
732004 11-28-17
Yes No
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
a
b
20a
20b
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," complete
Schedule J
If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No", go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," complete
Schedule L, Part I
If "Yes,"
complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part I
If "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2017)Page
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? ~~~~~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current
and former officers, directors, trustees, key employees, and highest compensated employees?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O
Form (2017)
4Part IV Checklist of Required Schedules
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
4
732005 11-28-17
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," to line 3b, provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
Form (2017)
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part V
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
~~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year?~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
38
0
6
X
X
X
X
X
X
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
5
732006 11-28-17
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O
(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describe
in Schedule O how this was done
(explain in Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2017)
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part VI
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person?~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization’s assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization’s mailing address?
Did the organization have local chapters, branches, or affiliates?
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization’s exempt purposes?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization’s CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s
exempt status with respect to such arrangements?
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own website Another’s website Upon request Other
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, address, and telephone number of the person who possesses the organization’s books and records: |
6Part VI Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
9
9
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
CA
X X
THE ORGANIZATION - 323-268-0762
358 S. BOYLE AVENUE, LOS ANGELES, CA 90033
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
6
Individual trustee or directorInstitutional trusteeOfficerKey employeeHighest compensatedemployeeFormer(do not check more than onebox, unless person is both anofficer and a director/trustee)
732007 11-28-17
current
Section A.Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A)(B)(C)(D)(E)(F)
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part VII
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
¥ List all of the organization’s officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid.¥ List all of the organization’s key employees, if any. See instructions for definition of "key employee."
¥ List the organization’s five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
¥ List all of the organization’s officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization’s that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionName and Title Average
hours per
week
(list anyhours for
related
organizations
below
line)
Reportable
compensation
from
theorganization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations(W-2/1099-MISC)
Estimated
amount of
other
compensationfrom the
organization
and related
organizations
Form (2017)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest CompensatedEmployees, and Independent Contractors
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
(1) JEFF DE FRANCISCO 1.00
PRESIDENT X X 0.0.0.
(2) MAUREEN MCCONNELL 1.00
DIRECTOR/SECRETARY (PART-YEAR)X X 0.0.0.
(3) JANET DOUD 1.00
DIRECTOR/SECRETARY (PART-YEAR)X X 0.0.0.
(4) SERGE KASIMOFF 1.00
VICE PRESIDENT X X 0.0.0.
(5) CHRISTOPHER MANCINI 1.00
DIRECTOR (PART-YEAR)X 0.0.0.
(6) SEAN CAUVEL 1.00
DIRECTOR/TREASURER (PART-YEAR)X X 0.0.0.
(7) BRADFORD CHAMBERS 1.00
DIRECTOR X 0.0.0.
(8) RONALD GUSTAFSON 1.00
DIRECTOR/TREASURER (PART-YEAR)X X 0.0.0.
(9) MEGAN EARHART 1.00
DIRECTOR (PART-YEAR)X 0.0.0.
(10) DAN GUERRERO 1.00
DIRECTOR (PART-YEAR)X 0.0.0.
(11) MIKE BIRKHOLM 1.00
DIRECTOR X 0.0.0.
(12) ALBERT MCNEIL 1.00
DIRECTOR X 0.0.0.
(13) MARIO HERNANDEZ 1.00
DIRECTOR (PART-YEAR)X 0.0.0.
(14) CONNIE ST. JOHN 40.00
EXECUTIVE DIRECTOR X 103,933.0.0.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
7
FormerIndividual trustee or directorInstitutional trusteeOfficerHighest compensatedemployeeKey employee(do not check more than onebox, unless person is both anofficer and a director/trustee)
732008 11-28-17
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B)(C)(A)(D)(E)(F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A)(B)(C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2017)
PositionAverage
hours per
week(list any
hours for
related
organizations
below
line)
Name and title Reportable
compensation
from
theorganization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations(W-2/1099-MISC)
Estimated
amount of
other
compensationfrom the
organization
and related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
~~~~~~~~~~|
|
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization?
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2017)
8Part VII
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
103,933.0.0.
0.0.0.
103,933.0.0.
1
X
X
X
NONE
0
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
8
Noncash contributions included in lines 1a-1f: $
732009 11-28-17
Total revenue.
(A)(B)(C)(D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Contributions, Gifts, Grantsand Other Similar AmountsTotal.
Business Code
a
b
c
d
e
f
g
2
Program ServiceRevenueTotal.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
Business Code
11 a
b
c
d
e Total. Other Revenue12
Revenue excludedfrom tax undersections512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2017)
Page Form 990 (2017)
Check if Schedule O contains a response or note to any line in this Part VIII
Total revenue Related orexempt functionrevenue
Unrelatedbusinessrevenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f |
All other program service revenue ~~~~~
Add lines 2a-2f |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~|
|
Royalties |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
|
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss)|
Gross income from fundraising events (not
including $of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
|
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
|
Miscellaneous Revenue
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~|
|
9Part VIII Statement of Revenue
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
49,474.
292,795.
105,300.
342,269.
MUSIC LESSONS: TUITION 611600 273,896.273,896.
OTHER PROGRAM REVENUE 611600 1,786.1,786.
275,682.
48,458.48,458.
49,474.
20,706.
44,535.
-23,829.-23,829.
642,580.275,682.0.24,629.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
9
Check here if following SOP 98-2 (ASC 958-720)
732010 11-28-17
Total functional expenses.
Joint costs.
(A)(B)(C)(D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part IX
Total expenses Program serviceexpenses Management andgeneral expenses Fundraisingexpenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
|
Form (2017)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
103,934.66,967.26,967.10,000.
145,050.110,583.17,052.17,415.
21,585.21,585.
20,830.20,830.
207,807.207,496.311.
13,206.10,130.2,547.529.
18,464.14,018.2,374.2,072.
6,701.3,872.2,829.
25,695.13,614.12,081.
33.33.
20,138.10,069.10,069.
15,081.9,216.5,865.
OTHER PROGRAM 14,806.14,806.
INSTRUMENT EXPENSES 14,767.14,767.
SUMMER PROGRAM 10,987.10,987.
MISCELLANEOUS 2,009.226.1,783.
641,093.486,751.124,326.30,016.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
10
732011 11-28-17
(A)(B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10bAssets
Total assets. LiabilitiesTotal liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34Net Assets or Fund Balances
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part X
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
employees’ beneficiary organizations (see instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34)
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of
Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances
Form (2017)
11Balance SheetPart X
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
28,280.20,292.
7,972.
893,825.13,990.
521,346.
164,457.265,641.356,889.
1,327,991.2,255,079.
2,515,737.2,654,222.
30.1,123.
1,000.1,520.
1,030.2,643.
X
292,886.371,704.
26,981.34,938.
2,194,840.2,244,937.
2,514,707.2,651,579.
2,515,737.2,654,222.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
11
732012 11-28-17
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2017)Page
Check if Schedule O contains a response or note to any line in this Part XI
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
Check if Schedule O contains a response or note to any line in this Part XII
Accounting method used to prepare the Form 990:Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization’s financial statements compiled or reviewed by an independent accountant?~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization’s financial statements audited by an independent accountant?~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits
Form (2017)
12Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
642,580.
641,093.
1,487.
2,514,707.
135,385.
0.
2,651,579.
X
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
12
(iv) Is the organization listedin your governing document?
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732021 10-06-17
(i)(iii)(v)(vi)(ii) Name of supported
organization
Type of organization (described on lines 1-10 above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990 or 990-EZ)Complete if the organization is a section 501(c)(3) organization or a section4947(a)(1) nonexempt charitable trust.| Attach to Form 990 or Form 990-EZ. | Go to www.irs.gov/Form990 for instructions and the latest information.
Open to PublicInspection
Name of the organization Employer identification number
1
2
3
4
5
6
7
8
9
10
11
12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1)section 509(a)(2)section 509(a)(3).
a
b
c
d
e
f
g
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule A (Form 990 or 990-EZ) 2017
(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.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E (Form 990 or 990-EZ).)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in 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
(Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
(Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in 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 33 1/3% 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 (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
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 or . See Check the box in
lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
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.
A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s).
A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions).
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).
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status
Public Charity Status and Public Support 2017
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
13
Subtract line 5 from line 4.
732022 10-06-17
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6 Public support.
(a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First five years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2017.
stop here.
33 1/3% support test - 2016.
stop here.
10% -facts-and-circumstances test - 2017.
stop here.
10% -facts-and-circumstances test - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
|
Add lines 7 through 10
Schedule A (Form 990 or 990-EZ) 2017 Page
(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
fails to qualify under the tests listed below, please complete Part III.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")~~
Tax revenues levied for the organ-
ization’s benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
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)~~~~~~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)~~~~
Gross receipts from related activities, etc. (see instructions)~~~~~~~~~~~~~~~~~~~~~~~
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 |
~~~~~~~~~~~~Public support percentage for 2017 (line 6, column (f) divided by line 11, column (f))
Public support percentage from 2016 Schedule A, Part II, line 14
%
%~~~~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
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 Explain in Part VI how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~|
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 Explain in Part VI how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~|
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions |
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
14
(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
732023 10-06-17
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8 Public support.
(a) (b) (c) (d) (e) (f)
9
10a
b
c
11
12
13
14 First five years.
stop here
15
16
15
16
17
18
19
20
2017
2016
17
18
a
b
33 1/3% support tests - 2017.
stop here.
33 1/3% support tests - 2016.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2017
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
2013 2014 2015 2016 2017 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")~~
Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization’s tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ~~~~~
Tax revenues levied for the organ-
ization’s benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
~~~ Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2013 2014 2015 2016 2017 Total
Amounts from line 6 ~~~~~~~
Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part VI.)~~~~
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 |
Public support percentage for 2017 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2016 Schedule A, Part III, line 15
~~~~~~~~~~~~%
%
Investment income percentage for (line 10c, column (f) divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~%
%~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~|
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~|
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions |
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
15
732024 10-06-17
4
Yes No
1
2
3
4
5
6
7
8
9
10
Part VI
1
2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6
7
8
9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990 or 990-EZ) 2017
If "No," describe in how the supported organizations are designated. If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supported
organization was described in section 509(a)(1) or (2).
If "Yes," answer
(b) and (c) below.
If "Yes," describe in when and how the
organization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.
If
"Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.
If "Yes," describe in how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in 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.
If "Yes,"
answer (b) and (c) below (if applicable). Also, provide detail in 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).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer 10b below.
(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.)
Schedule A (Form 990 or 990-EZ) 2017 Page
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A
and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete
Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Are all of the organization’s supported organizations listed by name in the organization’s governing
documents?
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
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)?
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes?
Was any supported organization not organized in the United States ("foreign supported organization")?
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization?
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)?
Did the organization add, substitute, or remove any supported organizations during the tax year?
Was any added or substituted supported organization part of a class already
designated in the organization’s organizing document?
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 (iii) other supporting organizations that also
support or benefit one or more of the filing organization’s supported organizations?
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?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
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 509(a)(1) or (2))?
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest?
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest?
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 all Type III non-functionally integrated
supporting organizations)?
Did the organization have any excess business holdings in the tax year?
Part IV Supporting Organizations
Section A. All Supporting Organizations
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
16
732025 10-06-17
5
Yes No
11
a
b
c
11a
11b
11cPart VI.
Yes No
1
2
Part VI
1
2
Part VI
Yes No
1
Part VI
1
Yes No
1
2
3
1
2
3
Part VI
Part VI
1
2
3
(see instructions).
a
b
c
line 2
line 3
Part VI
Answer (a) and (b) below.Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer (a) and (b) below.
Part VI.
Part VI
Schedule A (Form 990 or 990-EZ) 2017
If "Yes" to a, b, or c, provide detail in
If "No," describe in 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.
If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
If "No," describe in how control
or management of the supporting organization was vested in the same persons that controlled or managed
the supported organization(s).
If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization’s
supported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
Complete below.
Complete below.
Describe in how you supported a government entity (see instructions).
If "Yes," then in
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 all of its activities.
If "Yes," explain in the
reasons for the organization’s position that its supported organization(s) would have engaged in these
activities but for the organization’s involvement.
Provide details in
If "Yes," describe in the role played by the organization in this regard.
Schedule A (Form 990 or 990-EZ) 2017 Page
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 in (b) and (c)
below, the governing body of a supported organization?
A family member of a person described in (a) above?
A 35% controlled entity of a person described in (a) or (b) above?
Did the 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?
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization?
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors
or trustees of each of the organization’s supported organization(s)?
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 (iii) copies of the
organization’s governing documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization’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?
By reason of the relationship described in (2), did the organization’s supported organizations have a
significant voice in the organization’s investment policies and in directing the use of the organization’s
income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
Did substantially 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?
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more
of the organization’s supported organization(s) would have been engaged in?
Parent of Supported Organizations.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations?
(continued)Part IV Supporting Organizations
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
17
732026 10-06-17
6
1 See instructions.
Section A - Adjusted Net Income
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8Adjusted Net Income
Section B - Minimum Asset Amount
1
2
3
4
5
6
7
8
a
b
c
d
e
1a
1b
1c
1d
2
3
4
5
6
7
8
Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1
2
3
4
5
6
7
1
2
3
4
5
6
Distributable Amount.
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI.) All
other Type III non-functionally integrated supporting organizations must complete Sections A through E.
(B) Current Year(optional)(A) Prior Year
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)
Other expenses (see instructions)
(subtract lines 5, 6, and 7 from line 4)
(B) Current Year(optional)(A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
(add lines 1a, 1b, and 1c)
claimed for blockage or other
factors (explain in detail in ):
Acquisition indebtedness applicable to non-exempt-use assets
Subtract line 2 from line 1d
Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions)
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by .035
Recoveries of prior-year distributions
(add line 7 to line 6)
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 B, line 8, Column A)
Enter greater of line 2 or line 3
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions)
Check here if the current year is the organization’s first as a non-functionally integrated Type III supporting organization (see
instructions).
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
18
732027 10-06-17
7
Section D - Distributions Current Year
1
2
3
4
5
6
7
8
9
10
Part VI
Total annual distributions.
Part VI
(i)
Excess Distributions
(ii)UnderdistributionsPre-2017
(iii)DistributableAmount for 2017Section E - Distribution Allocations (see instructions)
1
2
3
4
5
6
7
8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2018.
a
b
c
d
e
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distributions (describe in ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
(provide details in ). See instructions.
Distributable amount for 2017 from Section C, line 6
Line 8 amount divided by line 9 amount
Distributable amount for 2017 from Section C, line 6
Underdistributions, if any, for years prior to 2017 (reason-
able cause required- explain in ). See instructions.
Excess distributions carryover, if any, to 2017
From 2013
From 2014
From 2015
From 2016
of lines 3a through e
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Carryover from 2012 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from 3f.
Distributions for 2017 from Section D,
line 7:$
Applied to underdistributions of prior years
Applied to 2017 distributable amount
Remainder. Subtract lines 4a and 4b from 4.
Remaining underdistributions for years prior to 2017, if
any. Subtract lines 3g and 4a from line 2. For result greater
than zero, explain in See instructions.
Remaining underdistributions for 2017. Subtract lines 3h
and 4b from line 1. For result greater than zero, explain in
. See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2013
Excess from 2014
Excess from 2015
Excess from 2016
Excess from 2017
(continued) Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
19
732028 10-06-17
8
Schedule A (Form 990 or 990-EZ) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C,line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.(See instructions.)
Part VI Supplemental Information.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
20
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
723451 11-01-17
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(Form 990, 990-EZ,or 990-PF)| Attach to Form 990, Form 990-EZ, or Form 990-PF.| Go to www.irs.gov/Form990 for the latest information.
Name of the organization Employer identification number
Organization type
Filers of:Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
(1) (2)
General Rule
Caution:
must
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively
exclusively
nonexclusively
(check one):
Form 990 or 990-EZ 501(c)() (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor’s total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from
any one contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h;
or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, total contributions of more than $1,000 for religious, charitable, scientific, literary, or educational purposes, or for
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box
is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Don’t complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~|$
An organization that isn’t covered by the General Rule and/or the Special Rules doesn’t file Schedule B (Form 990, 990-EZ, or 990-PF),
but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to
certify that it doesn’t meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
Schedule B Schedule of Contributors
2017
** PUBLIC DISCLOSURE COPY **
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X 3
X
723452 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2
Part I Contributors
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
1 X
10,000.
2 X
5,000.
3 X
7,700.
4 X
10,000.
5 X
5,000.
6 X
18,650.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
22
723452 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2
Part I Contributors
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
7 X
10,000.
8 X
30,000.
9 X
25,000.
10 X
5,000.
11 X
10,000.
12 X
25,000.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
23
723452 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2
Part I Contributors
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
13 X
5,000.
14 X
10,000.
15
30,000.X
16
55,000.X
17
15,000.X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
24
723453 11-01-17
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions.)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)Page
(see instructions). Use duplicate copies of Part II if additional space is needed.
$
$
$
$
$
$
3
Part II Noncash Property
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
YAMAHA C3 CONCERT GRAND PIANO
15
30,000.05/19/17
STEINWAY MODEL B GRAND PIANO
16
55,000.12/22/17
MEHLIN BABY GRAND PIANO
17
15,000.07/09/17
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
25
(Enter this info. once.)
For organizations
completing Part III, enter the total of exclusively religious,charitable, etc., contributions of $1,000 or less for the year.
723454 11-01-17
Name of organization Employer identification number
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 forthe year from any one contributor. (a) (e) and
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)
(a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee
Complete columns through the following line entry.
Schedule B (Form 990, 990-EZ, or 990-PF) (2017)Page
| $
Use duplicate copies of Part III if additional space is needed.
Exclusively
4
Part III
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
26
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732051 10-09-17
Held at the End of the Tax Year
(Form 990)| Complete if the organization answered "Yes" on Form 990,Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.| Attach to Form 990.|Go to www.irs.gov/Form990 for instructions and the latest information.
Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule D (Form 990) 2017
Complete if the
organization answered "Yes" on Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~
~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization’s property, subject to the organization’s exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit?
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of a historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds?~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|$
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for
conservation easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$
$|
LHA
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2017
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
27
732052 10-09-17
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2017
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10c.)
Two years back Three years back Four years back
Schedule D (Form 990) 2017 Page
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization’s collection?
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
|%
|%
|%
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization’s endowment funds.
~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property Cost or other
basis (investment)
Cost or other
basis (other)
Accumulated
depreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
Add lines 1a through 1e. |
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
2,194,840.1,063,979.1,087,089.0.
1,200.1,016,770.52,029.1,067,500.
183,835.114,091.-75,139.19,589.
134,938.
2,244,937.2,194,840.1,063,979.1,087,089.
100.00
X
X
227,019.109,202.117,817.
173,952.29,235.144,717.
120,375.26,020.94,355.
356,889.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
28
(including name of security)
732053 10-09-17
Total.
Total.
(a) (b) (c)
(1)
(2)
(3)
(a) (b) (c)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(a) (b)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total.
(a) (b) 1.
Total.
2.
Schedule D (Form 990) 2017
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.Description of investment Book value Method of valuation: Cost or end-of-year market value
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
Description Book value
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
|
Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the
organization’s liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
3
Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
OTHER LIABILITIES 1,520.
1,520.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
29
732054 10-09-17
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2017
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI,
lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIII Supplemental Information.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
PART V, LINE 4:
THE FUNDS MAY BE USED FOR EXPENSES RELATED TO THE SCHOOL’S DIRECT
EDUCATIONAL EXPENSES, BUT NOT TO OVERHEAD, FACILITIES, OR ADMINISTRATION.
EXAMPLES OF DIRECT EDUCATIONAL EXPENSES INCLUDE SCHOLARSHIPS FOR DESERVING
STUDENTS, THE ACQUISITION, REPAIR, AND MAINTENANCE OF MUSICAL AND RELATED
EQUIPMENT, TEACHER COMPENSATION, EDUCATIONAL PROGRAMMING, AND THE
ACQUISITION OF TECHNOLOGY THAT WILL FURTHER THE SCHOOL’S EDUCATIONAL
GOALS.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
30
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732061 10-06-17
| Go to www.irs.gov/Form990 for the latest information.
Schedule E (Form 990 or 990-EZ) 2017
(Form 990 or 990-EZ)| Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Open to PublicInspection| Attach to Form 990 or Form 990-EZ.
Employer identification number
YES NO
1
2
3
1
2
3
4
5
a
b
c
d
a
b
c
d
e
f
g
h
4a
4b
4c
4d
5a
5b
5c
5d
5e
5f
5g
5h
6a
6b
7
6
7
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Name of the organization
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body?~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures,
catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships?
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the
period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes
the policy known to all parts of the general community it serves? If "Yes," please describe. If "No," please explain.
If you need more space, use Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization maintain the following?
Records indicating the racial composition of the student body, faculty, and administrative staff?
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis?
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student
admissions, programs, and scholarships?
~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Copies of all material used by the organization or on its behalf to solicit contributions?
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
~~~~~~~~~~~~~~~~~~~
Does the organization discriminate by race in any way with respect to:
Students’ rights or privileges?
Admissions policies?
Employment of faculty or administrative staff?
Scholarships or other financial assistance?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Educational policies?
Use of facilities?
Athletic programs?
Other extracurricular activities?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
Does the organization receive any financial aid or assistance from a governmental agency?
Has the organization’s right to such aid ever been revoked or suspended?
If you answered "Yes" on either line 6a or line 6b, explain on Part II.
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05 of
Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II
LHA
SCHEDULE E
Part I
Schools 2017
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
X
X
X
ALTHOUGH THE SCHOOL HAS NOT PUBLISHED ANY RACIALLY
NONDISCRIMINATION POLICY IN THE NEWSPAPER OR BROADCAST MEDIA,
ITS WEBSITE AND MATERIALS PROMOTE A PHILOSOPHY OF DIVERSITY
AND NONDISCRIMINATION.
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
31
732062 10-06-17
2
Schedule E (Form 990 or 990-EZ) 2017
Schedule E (Form 990 or 990-EZ) 2017 Page
Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable.
Also provide any other additional information.
Part II Supplemental Information.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
32
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Didfundraiserhave custodyor control ofcontributions?
732081 09-13-17
Go to
(Form 990 or 990-EZ)Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
| Attach to Form 990 or Form 990-EZ.Open to PublicInspection| for the latest instructions.Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i) (ii)
(iii) (iv) (v)
(i)
(vi)
Yes No
Total
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule G (Form 990 or 990-EZ) 2017
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are notrequired to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individualor entity (fundraiser)Activity Gross receiptsfrom activity
Amount paidto (or retained by)fundraiserlisted in col.
Amount paidto (or retained by)organization
|
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration
or licensing.
LHA
www.irs.gov/Form990
SCHEDULE G Supplemental Information Regarding Fundraising or Gaming Activities
Part I Fundraising Activities.
2017
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
33
732082 09-13-17
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a) (b) (c) (d) (a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2017
Pull tabs/instant
bingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2017 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )RevenueEvent #1 Event #2 Other events
(event type)(event type)(total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)Direct ExpensesCash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~|
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.RevenueBingo Other gaming Total gaming (addcol. through col. )Direct ExpensesGross revenue
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
%%%
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Subtract line 7 from line 1, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~|
|
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
NONE
GALA
70,180.70,180.
49,474.49,474.
20,706.20,706.
12,379.12,379.
20,706.20,706.
11,450.11,450.
44,535.
-23,829.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
34
732083 09-13-17
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes Noa
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2017
Schedule G (Form 990 or 990-EZ) 2017 Page
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization’s facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~%
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization’s gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization’s own exempt activities during the tax year |$
Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b,
15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Part IV
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
35
732084 04-01-17
4
Schedule G (Form 990 or 990-EZ)
(continued)Schedule G (Form 990 or 990-EZ)Page Part IV Supplemental Information
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
36
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732141 09-07-17
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Open To PublicInspectionAttach to Form 990.
Go to www.irs.gov/Form990 for the latest information.Employer identification number
(a)(b)(c)(d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
Yes No
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule M (Form 990) 2017
Name of the organization
Check ifapplicable
Number ofcontributions oritems contributed
Noncash contributionamounts reported onForm 990, Part VIII, line 1g
Method of determiningnoncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other ()
Other ()
Other ()
Other ()
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it
must hold for at least three years from the date of the initial contribution, and which isn’t required to be used for
exempt purposes for the entire holding period?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe in Part II.
If the organization didn’t report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA
SCHEDULE M
(Form 990)
Part I Types of Property
Noncash Contributions 2017J J J
JJJJ
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
PIANOS X 11 105,300.APPRAISED VALUE/FAIR
1
X
X
X
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
37
732142 09-07-17
2
Schedule M (Form 990) 2017
Schedule M (Form 990) 2017 Page
Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organizationis reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also completethis part for any additional information.
Part II Supplemental Information.
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
SCHEDULE M, PART I, COLUMN (B):
COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
38
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
732211 09-07-17
Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information.| Attach to Form 990 or 990-EZ.| Go to www.irs.gov/Form990 for the latest information.
(Form 990 or 990-EZ)
Open to PublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule O (Form 990 or 990-EZ) (2017)
Name of the organization
LHA
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2017
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
STUDENTS.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
ALL OTHER PROGRAM SERVICES.
EXPENSES $ 72,734. INCLUDING GRANTS OF $ 0. REVENUE $ 11,569.
FORM 990, PART VI, SECTION B, LINE 11B:
THE BOARD PRESIDENT, TREASURER AND EXECUTIVE DIRECTOR) REVIEW THE 990 FOR
ACCURACY AND APPROVAL. ONCE APPROVED, A COPY IS EMAILED TO ALL BOARD
MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12C:
AT EACH ANNUAL MEETING, ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED.
FORM 990, PART VI, SECTION C, LINE 18:
AVAILABLE UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19:
AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11G, OTHER FEES:
TEACHER EXPENSES:
PROGRAM SERVICE EXPENSES 207,496.
MANAGEMENT AND GENERAL EXPENSES 0.
FUNDRAISING EXPENSES 0.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
39
732212 09-07-17
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2017)
Schedule O (Form 990 or 990-EZ) (2017)Page
Name of the organization NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
TOTAL EXPENSES 207,496.
OTHER CONSULTING:
PROGRAM SERVICE EXPENSES 0.
MANAGEMENT AND GENERAL EXPENSES 311.
FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 311.
TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 207,807.
AMENDED FORM 990
THE FORM 990 RETURN FOR THE YEAR ENDED FEBRUARY 28, 2018 WAS AMENDED IN
ORDER TO ACCURATELY REFLECT THREE ADDITIONAL PIANOS THAT HAD BEEN
DONATED TO THE ORGANIZATION DURING THE YEAR. THESE WERE INADVERTENTLY
OMITTED FROM THE ORIGINAL RETURN. THE AFFECTED PARTS ARE AS FOLLOWS:
PART I, LINES 19, 20 AND 21
PART III, LINE 4
PART VII, LINE 1G
PART IX LINE 22 AND 24
PART X, LINE 10C AND 27
PART XI
SCHEDULE B
SCHEDULE M
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
40
Conv
AssetNo.LineNo.
728111 04-01-17
2017 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired UnadjustedCost Or Basis Bus%Excl
Section 179Expense Reduction In Basis Basis ForDepreciation BeginningAccumulatedDepreciation
CurrentSec 179Expense
Current YearDeduction EndingAccumulatedDepreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
FORM 990 PAGE 10 990
BUILDINGS
1 BUILDING 02/29/00 SL 39.00 MM16 195,374.195,374.77,148.5,010.82,158.
3 IMPROVEMENTS VARIOUS SL 15.00 16 31,645.31,645.24,934.2,110.27,044.
* 990 PAGE 10 TOTAL
BUILDINGS 227,019.227,019.102,082.7,120.109,202.
MACHINERY & EQUIPMENT
2 DESK 06/16/05 200DB 5.00 HY17 50.50.50.0.50.
12 STRING INSTRUMENTS 03/14/01 200DB 5.00 HY17 15,000.15,000.15,000.0.15,000.
13 COMPUTER EQUIPMENT 11/01/13 200DB 5.00 HY17 5,325.5,325.4,404.613.5,017.
15 C3 CONCERT GRAND PIANO 05/19/17 SL 7.00 16 30,000.30,000.3,214.3,214.
16 STEINWAY MODEL B GRAND PIANO 12/22/17 SL 7.00 16 55,000.55,000.1,310.1,310.
17 MEHLIN BABY GRAND PIANO 07/09/17 SL 7.00 16 15,000.15,000.1,429.1,429.
* 990 PAGE 10 TOTAL
MACHINERY & EQUIPMENT 120,375.120,375.19,454.6,566.26,020.
OTHER
4 IMPROVEMENTS 07/01/13 SL 39.00 MM16 41,387.41,387.3,847.1,061.4,908.
5 CARPETING 07/01/13 200DB 7.00 HY17 6,980.6,980.4,799.623.5,422.
6 PAINTING 07/01/13 200DB 7.00 HY17 9,521.9,521.6,547.850.7,397.
7 PAINTING 07/01/14 200DB 7.00 HY17 2,950.2,950.1,660.368.2,028.
8 IMPROVEMENTS 07/01/14 SL 39.00 MM16 3,868.3,868.260.99.359.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
40.1
Conv
AssetNo.LineNo.
728111 04-01-17
2017 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired UnadjustedCost Or Basis Bus%Excl
Section 179Expense Reduction In Basis Basis ForDepreciation BeginningAccumulatedDepreciation
CurrentSec 179Expense
Current YearDeduction EndingAccumulatedDepreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
FORM 990 PAGE 10 990
9 RENOVATIONS 07/01/14 200DB 7.00 HY17 7,027.7,027.3,954.878.4,832.
10 IMPROVEMENTS 08/15/15 SL 39.00 MM16 17,676.17,676.699.453.1,152.
11 IMPROVEMENTS 08/15/16 SL 39.00 MM16 73,158.73,158.1,018.1,876.2,894.
14 HVAC 04/21/17 SL 39.00 16 11,385.11,385.243.243.
* 990 PAGE 10 TOTAL OTHER 173,952.173,952.22,784.6,451.29,235.
* GRAND TOTAL 990 PAGE 10
DEPR 521,346.521,346.144,320.20,137.164,457.
CURRENT YEAR ACTIVITY
BEGINNING BALANCE 409,961.0.409,961.144,320.158,261.
ACQUISITIONS 111,385.0.111,385.0.6,196.
DISPOSITIONS 0.0.0.0.0.
ENDING BALANCE 521,346.0.521,346.144,320.164,457.
ENDING ACCUM DEPR 164,457.
ENDING BOOK VALUE 356,889.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
40.2
Department of the TreasuryInternal Revenue Service
File by thedue date forfiling yourreturn. Seeinstructions.
723841 04-01-17
| File a separate application for each return.
| Information about Form 8868 and its instructions is at .
Electronic filing
Enter filer’s identifying number
Type or
print
Application
Is For
Return
Code
Application
Is For
Return
Code
1
2
3a
b
c
3a
3b
3c
$
$
$
Balance due.
Caution:
For Privacy Act and Paperwork Reduction Act Notice, see instructions.8868
www.irs.gov/efile e-file Charities and Non-Profits.
Form
(Rev. January 2017)OMB No. 1545-1709
You can electronically file Form 8868 to request a 6-month automatic extension of time to file any of the
forms listed below with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit
Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more details on the electronic
filing of this form, visit , click on Charities & Non-Profits, and click on for
All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts
must use Form 7004 to request an extension of time to file income tax returns.
Name of exempt organization or other filer, see instructions.Employer identification number (EIN) or
Number, street, and room or suite no. If a P.O. box, see instructions.
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Social security number (SSN)
Enter the Return Code for the return that this application is for (file a separate application for each return)
Form 990 or Form 990-EZ
Form 990-BL
Form 4720 (individual)
Form 990-PF
01
02
03
04
05
06
Form 990-T (corporation)07
08
09
10
11
12
Form 1041-A
Form 4720 (other than individual)
Form 5227
Form 6069
Form 8870
Form 990-T (sec. 401(a) or 408(a) trust)
Form 990-T (trust other than above)
¥The books are in the care of |
Telephone No.|Fax No.|
¥If the organization does not have an office or place of business in the United States, check this box~~~~~~~~~~~~~~~~~|
¥If this is for a Group Return, enter the organization’s four digit Group Exemption Number (GEN). If this is for the whole group, check this
box . If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for.||
I request an automatic 6-month extension of time until , to file the exempt organization return
for the organization named above. The extension is for the organization’s return for:
|
|
calendar year or
tax year beginning , and ending .
If the tax year entered in line 1 is for less than 12 months, check reason:Initial return Final return
Change in accounting period
If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions.
If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit.
Subtract line 3b from line 3a. Include your payment with this form, if required,
by using EFTPS (Electronic Federal Tax Payment System). See instructions.
If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for paymentinstructions.
LHA Form (Rev. 1-2017)
www.irs.gov/form8868
(e-file).
Automatic 6-Month Extension of Time. Only submit original (no copies needed).
8868 Application for Automatic Extension of Time To File anExempt Organization Return
NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION 95-6002180
358 S. BOYLE AVENUE
LOS ANGELES, CA 90033
0 1
THE ORGANIZATION
358 S. BOYLE AVENUE - LOS ANGELES, CA 90033
323-268-0762
JANUARY 15, 2019
X MAR 1, 2017 FEB 28, 2018
0.
0.
0.
19060211 759971 25610 2017.05010 NEIGHBORHOOD MUSIC SCHOOL A 25610__2
40.3
GRANT RECOMMENDATION FORM
General Applicant Information
Applicant Organization:
No. of Board Members:
Year Founded:Type of Organization:
Amount Requested:Recommended Amount:
Annual Budget:
Brief Narrative description of the organization
Organizational strengths:
Type of support
requested:
___ General Operating
___ Project/Program
First Time Applicant
Returning Grantee
Prev. Award amount:
Southeast Community Foundation
Educational 2015
$130,000 3
$25,000 $25,000
✔
✔
SECF is a 501(c)3 whose organizational strengths derive from the long time relationships and commitments among the board of
directors who make generous contributions to support the students and the programs. Their vision is to raise up to $600,000 per year
and their dedication was evident on a recent site visit to their facility.
A rigorous tutoring and progress tracking model is used to assure that students have actually mastered the skills at each grade level,
and the testing and tracking provide insights into when mediation might be necessary.
SECF has qualified tutors committed to each child's success, who are culturally aware and responsive to the socio-economic needs
of children in homes where English is not the primary language spoken, and where college preparation may not be a priority.
The donation of space at its current location in Vernon represents an in-kind equivalent of more than $100,000. The space is cheerful,
child-oriented, spacious and safe.
Bookkeeping and accounting services are donated by the business leaders on the Board of Directors. There is one paid staff member
serving as an Executive Director who is responsible for recruitment, hiring and oversight of tutors, and fundraising. The organization
is in need of more general operating funds and appropriate staffing to achieve its goals; it is, however, remarkable that the
Enrichment Tutoring Academy is up and running and producing promising results.
Southeast Community Foundation (SECF) was established in 2015 to address the educational
achievement of children from low-income and under-served communities. As a start up
organization, SECF grew out of commitments by local philanthropists to provide college tuition
and other assistance to deserving students. As volunteers, the founders recognized that students
graduating from local secondary schools with grade point averages good enough to qualify for
college admission still faced some issues not fully addressed in formal educational settings.
Though students passed their courses, many were not adequately prepared for the demands of
college level work. The volunteers organized SECF to specifically provide tutoring and mentoring
to promising students, to assure their academic skill levels are commensurate with college level
work. The primary project for which VCF funding is recommended is the Enrichment Tutoring
Academy which has served 142 students thus far in 2019.
6WDႇ$QDO\VLV
3URSRVDO'HWDLOV
'RFXPHQWVUHYLHZHG
___ Audit/IRS Form 990 (dated: _____ / ____ / _____ )
___ Organizational Budget
How does the proposal align with the goals of the Fund?
&RVW%HQH¿W
%HQH¿FLDULHVDQGRUSRWHQWLDO
LPSDFWRQWKHQRQSUR¿W
governmental landscape:
Description of the proposal to which funds would apply
LIQRSDUWLFXODUSURMHFWLVVSHFL¿HGSOHDVHQRWH*HQHUDO2SHUDWLQJ6XSSRUWLQWKLVDUHD
6SHFL¿FSRSXODWLRQ V WDUJHWHGE\JUDQWUHTXHVW LIDSSOLFDEOH
Age Range:
Gender:
Race/Ethnicity:
Economic Status:
Family Type:
Military Status:
Sexual Orientation:
Other (specify):
___ Proposal Budget
Are there any activites planned to acknowledge VCF as a funder of this project/program/organization?
Youth K-12 Immigrant and single families
All N/A
Primarily Latino N/A
Primarily low-income
The Enrichment Tutoring Academy provides diagnostic testing of students who voluntarily enroll as a
result of outreach and collaboration by SECF in partnership with local schools and educators. The
program runs for six weeks during which tutors address the skills needs indicated by the testing.
Careful records are kept and testing is on-going. The six-week sessions are offered three times during
the calendar year. Eight tutors are employed at $25 per hour for the six weeks.
$25,000 provides tutoring for
74 youth at approximately
$335 each
Students directly benefit; their families and
educational institutions also benefit.
Significant economic benefit to students who
go on to complete college.
✔
✔
The proposal aligns with the goals of the Vernon CommUNITY Fund because the fund will assist in
strengthening and supporting students as well as improve overall quality of life.
The funding proposal for SECF encourages and inspires positive social development for participants
and their families in Vernon and the neighboring communities.
This start up organization does not have the resources at this time to support VCF visibility to the
larger public. Members of the Board of Directors who are active in civic affairs are generous in their
praise for the support from the City of Vernon.
What previous projects has the applicant successfully implemented?
6WDႇUHYLHZHU
Date: _____ / ____ / ______Signed: ___________________________________
)XQGLQJ5HFRPPHQGDWLRQ
Fund this proposal?
___ Yes
___ No Recommended Amount:
6XJJHVWHGUHYLVLRQ V WRSURSRVDOIXQGDPRXQWLIDSSOLFDEOH
List any forseeable challenges that the applicant may encounter in the implementation of this proposal or in
general:
To date, the Southeast Community Foundation has completed one year of the project with data that
shows student improvement of up to 40% over baseline measures.
The Board members who support the program have paid tuition and other expenses for 16 students to
attend four-year colleges.
The applicant will be challenged to increase fundraising and general operating support. Since
submitting this application SECF has been awarded grants from Coca Cola and the Rite Aid
Foundation and plan to raise additional corporate responsibility funds.
✔
$25,000
Southeast Community Foundation's original application for $250,000 was not recommended for
funding. The organization appealed to COV and JRG staff conducted an extensive site visit. The
applicant agreed to revise their request and budget documentation and to apply for project-based
funding rather than general operating support.
Fran Jemmott
10 18 2019
1 / 4
Fill out Application Form
Created: 07/02/2018 • Last updated: 07/03/2018
* Name of Organization Southeast Community Foundation
* Organization Phone 3236131516
* Organization Email julie@secfoundation.org
Organization website address, if
any
www.secfoundation.org
* Name of Authorized
Representative
(Last Name, First Name)
Coyne, Julie
Title of Authorized
Representative
Chair
* Organization Founding
Date/Date of Incorporation
10/2015
* Organization Type Workforce Development and Training
ORGANIZATIONAL INFORMATION
*Indicates required field
* Organization Address
Street 4555 Everett Avenue
City/Town Vernon
State California
Country United States
2 / 4
* Service Area Bell
Commerce
Huntington Park
Maywood
Vernon
What number of non-duplicate
individuals directly benefit from
your services?
More than 200
What age group(s) benefit the
most from your services?
Adolescents (ages 15 -17)
* Name of Executive Director
(Last Name, First Name)
Tafoya, Eddie
SERVICE DETAILS
STAFF DETAILS
List of Executive Staff/Volunteer Leadership (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
https://jemmottrollinsgroup.fluidreview.com/resp/17376958/85TToEy4fR/
Executive Staff/Volunteer Leadership biographies (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
Please specify titles and organizational involvement.
Attached are three resumes:
Eddie Tafoya, Executive Director, Southeast Community Foundation
Rose Vitetta, Program Manager,
Julie Coyne, Chair, Southeast Community Foundation
3 / 4
*Grant Amount:
Please specify the amount of grant funds
being requested.
$250,000.00
* What percentage of your
organization budget will the
requested funds represent?
37
* Are you requesting funding for
a specific project?
No
List of Board Members (Attachment)
Biographies should include a brief description of current employment, community service and current
and former board appointments
https://jemmottrollinsgroup.fluidreview.com/resp/17376958/fqskNUvQvb/
List of Board Members (Text)
You may alternatively choose to type biographies directly instead of attaching a separate document.
Gary Dartnall - Bio included
Lou Wasson - Bio included
Barry Smith - B.G. Collateral Lender - 7520 S.Eastern Ave. #C, Bell Gardens 90201
FINANCIAL INFORMATION
List of Income Sources
(For example: grants, earned income, individual donations)
INDIVIDUAL DONATIONS!
* Most recent audit and/or 990.
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/17376958/nOnxuvHAF5/
* Current organization budget
(Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/17376958/8THAFUPkXp/
4 / 4
Name of Financial Institution Union Bank
Address of Financial Institution 12185 Ventura Blvd. STUDIO CITY 91604
Phone Number of Financial
Institution
818 753 5448
Name of Fiscal Sponsor (if
applicable)
(No response)
Fiscal Sponsor Address (if
applicable)
(No response)
Fiscal Sponsor Phone (if
applicable)
(No response)
Fiscal Sponsor Email (if
applicable)
(No response)
Fiscal Sponsor Website (if
applicable)
(No response)
Does your organization have a
current certificate of general
liability insurance?
Yes
Proposed budget for requested funds
How will the organization specifically utilize grant funds? (Please attach)
https://jemmottrollinsgroup.fluidreview.com/resp/17376958/GDDLZKJB1h/
1 / 2
Fill out Application Narrative Form
Created: 07/02/2018 • Last updated: 07/03/2018
* What dollar amount are you
requesting from the Vernon
CommUNITY Fund?
250,000.00
* Will you be requesting general
operating support?
Yes
If yes:
What is your annual operating budget?$678,339.65
What is your organization’s mission?
(250 words, maximum)
The Southeast Community Foundation (SCF) works through
community collaboration, alliances and partnerships
delivering assistance, programs and tools for children in
Southeast Los Angeles communities to help raise education
levels, improve health and provide job skills, which will
accelerate their integration into the working community.
What is the target demographic for
your services?
12 - 17 year olds living in the following areas:Bell, Bell
Gardens, Bellflower, Cerritos, Commerce,Compton, Cudahy,
Downey, Huntington Park, La Mirada, Lynwood,
Maywood,Montebello, Norwalk, Paramount, Pico Rivera,
Sante Fe Springs, South Gate, Vernon, Whittier. We have
begun in the most needed locations: Vernon, Commerce,
Bell, Maywood, Cudahy, Huntington Park.
What period of time are the requested
funds expected to cover?one year.... 12 months
Please attach the proposed budget for your project
(No response)
2 / 2
Describe your organization’s history, listing significant achievements,
accomplishments and recognition: (250 words, maximum)
SEC Foundation organized in 2015 is an outgrowth of Julie Coyne's previous experience founding and
running the Bicycle Casino Community Foundation. During her tenure she secured scholarships,
computers and other needed goods sending 49 students to college and Universities. SEC Foundation was
opened to address the significant disparity in the skills of the students in the Southeast Region with the
skills of competing California students. Without the basic skills of English, Math and Computer literacy,
these young people cannot competently enter the workforce. Our most significant achievement has been
developing the foundation, developing a working, individualized,trackable program to improve English
and Math literacy, preparing students for whatever path they choose: job, Jr. College, technical programs
and/ or advanced education.
* Describe how your organization and/or project will improve the community of
Vernon and/or its surrounding areas: (500 words, maximum)
The Programs SEC Foundation plans to fund all focus on providing needed skills to young people to
prepare them to enter the work force at a higher level. First our focus must be on English, Math and
Computer literacy. Without skills at a true High School graduate level, these young people are destined to
live at the very lowest fiscal level. They are not prepared to obtain good paying jobs with a future. Vernon
and the surrounding cities need a trained workforce. In the past three months, the LA Times pointed out
that this year's graduating class, in the cities we wish to help, those who graduated this June 2018, 68%
of them cannot read at the 8th grade level and even worse, 88% cannot perform 8th grade math. A high
school diploma is useless without the accompanying state standard skills. Educated citizens, qualified for
jobs will make Vernon and the surrounding areas an attractive location for up and coming business and
industries looking for an educated and qualified work force.
If selected for award, how might your organization promote its Vernon CommUNITY
Fund Grant?
Several news medias are already following the progress of SEC Foundation. We will have several
openings to announce what we are doing inviting media, political people and community leaders. The
funding by Vernon CommUNITY Fund Grant will be announced, with their logo and name on all our
materials and website. There is no doubt your funding will make a serious impact on the lives and future
of the children in the Vernon areas. We plan to take full advantage of all the resources of social media i.e.
please look at our latest video at: youtu.be/5POY-b1sqR8Ihttps://
The Southeast Community Foundation is launching our first Hub (satellite) on Everett Dr. in
Vernon in July. This location will also be the head office for the Foundation. The plan is to open
a second site either in the City of Bell or the City of Commerce. The funds we are requesting
will help support the first satellite and provide funds to develop a second location. With proper
funding, we plan to service approximately 600 students per location, between 12 and 17 years
old with individualized tutoring plans, where the student will meet with the tutor twice a week.
The funds will allow the Foundation to evaluate and track each student to assure the
effectiveness of each student’s progress. The funds will help pay all necessary staff and
auxiliary expenses which accompany the running of the Foundation.
ASSUMPTIONS:
Funding from the Vernon grant begins in September.
Approximately 600 students will receive tutoring during the 2018/19 school year.
Tutoring will occur M‐F, 2‐7P.M. and Saturday, 9‐4.
Vernon Community Fund will distribute $20,833.00 monthly for 12 months.
$15,000.00 per month to be granted to ETA for 10 months to run English and Math Literacy
programs.
Approximately $100,000.00 to be applied to Foundation costs towards opening additional
locations, raising funds to underwrite programs, audit programs and track participants and
funding new programs.
Julie Coyne was one of four Organizing Partners, who together, opened the Bicycle
Casino in Bell Gardens in 1984. Today, she remains as an investor in the Casino,
maintaining involvement on the Advisory Committee. Ms. Coyne’s major focus is as
Chair of “Southeast Community Foundation”.
Ms. Coyne began her professional career in Banking while simultaneously
earning her Bachelor’s Degree in Psychology at the University of California, Berkeley.
Continuing her education, she earned a Master’s Degree in Industrial Psychology and
entered the “Officer Training Program” at Bank of America where she held a variety of
positions culminating as a Training and Development Officer. After working in Training
for a several financial institutions, Ms. Coyne settled at Imperial Bank in Los Angeles as
Sr. Vice President and Director of Human Resources.
In 1980, Julie launched “Coyne and Associates” a full service human resource
management consulting company. Ms. Coyne’s clientele included Banks, Savings and
Loans, Thrifts, Real Estate Development and Management, Manufacturing and Retail
Service. Additionally, Ms Coyne organized and developed several new businesses.
Together with a novice Board of Directors, new banks and savings institutions were
launched and staffed. Julie Coyne is also a known Professional Speaker.
A desire to serve and help has turned Ms. Coyne’s interest and efforts towards a
variety of Philanthropic causes. She has served on the National Board of Leadership
America, a leadership program dedicated to the development of Women in senior
management. Julie was an organizing Board member of Women in Philanthropy, a
program out of UCLA, dedicated to developing philanthropy in successful women.
Additionally, Ms. Coyne has served on a variety of local school boards as well as local
boards supporting cures for serious diseases.
Julie’s passion for working with Children spurred the organization of “The
Bicycle Casino Community Foundation” with a mission to improve children’s lives. The
Bicycle Casino has generously supported countless programs and community efforts in
the past 32 years.
800 S Figueroa Street, Suite 950 Los Angeles, CA 90017
(213) 628-3673 | www.bgcmla.org |Tax ID No. 81-0851473
July 10th, 2018
Dear Vernon CommUNITY Fund Grant Manager,
On behalf of Boys & Girls Clubs of Metro Los Angeles, I am pleased to support the
Southeast Community Foundation’s application for the Vernon CommUNITY Fund Grant.
We are thrilled to support their efforts to resource their outstanding and compelling
mission - to “help raise education levels, improve health and provide job skills in order to
accelerate integration into the working community” for youth in Southeast Los Angeles.
As a fellow Southeast Los Angeles youth development organization, we look forward to
their continued partnership as we work closely together to develop the next generation
of leaders. Your provision of the requested investment for the Southeast Community
Foundation will help them build a stronger and more sustainable organization and
support their efforts to extend their impact, exponentially.
As Boys & Girls Clubs of Metro Los Angeles strives to eliminate the gap in access for
youth in Los Angeles, an energetic partnership, like the one we have with the Southeast
Community Foundation, provides invaluable support in our efforts to connect with the
local community. One of our most recent sites is the newly renovated Bell Gardens Boys
& Girls Clubhouse that had served youth from 1960 until three years ago. In August of
2017, the Club reopened and is a shining example of what can be accomplished when we
work together. It is now serving nearly 200 youth in the Bell Gardens area. This is in
great part, due to the tireless efforts of Ms. Julie Coyne and her team.
The Southeast Community Foundation’s implementation of new curriculum and
innovative delivery models speaks with great credibility to their focus on continuous
improvement and dedication to youth and families in Southeast Los Angeles. I remain
certain that success will continue to define their future efforts and support their clarion
call for others to join them in this great community building effort.
Therefore, we are honored to submit this letter of support as we are witness to the great
work they accomplish. We look forward to continue working with this team of
passionate community partners. For additional information, please contact me at 213-
628-3673.
Sincerely,
Calvin L. Lyons
President & CEO
Board of Directors
Board Chair:
Karen E. Pointer, Esq.
Lerman & Pointer LLP
Vice Chair:
Andrew Tennenbaum
Flashpoint Entertainment
Secretary:
Rosemary Turner
UPS Northern California
District
Treasurer:
Keith Drake
Torrey Pines Bank
Myeisha P. Gamiño
Kroger/Ralphs
Zulema Garcia
KPMG LLP
Cal Johnston
The Johnston Group
Larry Jones
Fox Sports
Carol Kim
Health Net, Inc.
Al Multari
Nissin Foods
Sam Newman
Gibson, Dunn & Crutcher LLP
Jr. Regisford
New Heights
Entertainment
Rick Schlesinger
McKinsey & Company, Inc.
(Retired)
Carrie Schwab-Pomerantz
Charles Schwab
Foundation
David Wurth
C-Suite Quarterly
CEO
Calvin Lyons
www.secfoundation.org
Advancing Student Achievement
MISSION STATEMENT!
!
The Southeast Community Foundation (SCF) works through community collaboration, alliances and
partnerships delivering assistance, programs and tools for children in Southeast Los Angeles
communities to help raise education levels, improve health and provide job skills, which will
accelerate their integration into the working community.!
Today’s Agenda
About the Southeast Community Foundation (SCF)
• 501(c)(3) based in Southeast Los Angeles.!
• Fund skill development for youth in our Southeast Los Angeles region.!
!
• Right now, our major focus is: !
!
ENGLISH LITERACY MATH TECHNOLOGY
Additional programs will follow.!
!
Today’s Agenda
Computer Skills
Today’s Agenda
Technology
Today’s Agenda
Digital Literacy
Education remains a key ingredient for economic prosperity.!
• Students lack essential and basic English, math and technology skills
necessary to earn a decent job and wage.!
• Students are unprepared to enter today’s workforce.!
• Without the ability to read and write, this generation will be left
behind.!
!
• No other foundation is funding this type of effort in the Southeast.!
• Foundation will tackle the issues head on by creating supplemental
learning hubs.!
• Goal is to track measurements, provide outcomes, and improve
results for students in the Southeast.!
Basic Premise
Communities Served in Southeast Los Angeles
• Bell
• Bell Gardens
• Bellflower!
• Cerritos!
• Commerce
• Compton!
• Cudahy
• Downey!
• Huntington Park
• La Mirada!
!
• Lynwood
• Maywood
• Montebello!
• Norwalk!
• Paramount!
• Pico Rivera!
• Santa Fe Springs!
• South Gate
• Vernon and !
• Whittier!
Southeast contains 26 neighborhoods, that include:!
The Southeast Los Angeles Region:
Our Core Focus Area
About the Southeast Los Angeles Region
QUICK FACTS
!
Population
!
• 2,089,667 population in 2010, according to the U.S. Census!
!
• This population is bigger than at least 15 of our states and represents
approximately 12% of the population of Los Angeles County
• 135 square miles, divided into 26 neighborhoods!
• This represents 3.5% of the area of Los Angeles County
• 8,819 people per square mile.!
• 12% of our residents live in 3.5% of Los Angeles County
Crisis in the Southeast
First, the bad news..
Less than half of our Southeast
students met the state testing
standards.
“The vast majority of our students are going out
into the world without the literacy skills they
need.”
-- Carrie Hahnel,
deputy director at The Education Trust–West
Education Quick Facts
Education
!
• Students in public high schools, grades 9-12 in Bell, Bell Gardens, Commerce, Cudahy, Huntington
Park, Lynwood, Maywood, South Gate and Vernon.!
• High school enrollment 9-12 (Southeast): 22,140 (LA County 1,523,212)!
%
(Source: Gateway Cities Council of Governments, 2016)!
43%
13.6%
22.3%
76%
State Standards Test
California Standards Tests (STAR)
(students scoring “proficient” or above)
!
Unofficial Academic Performance Rank (API) Rank Average for the Southeast : 700 !
(LA County 789)!
%
(Source: CA Assessment of Student Performance and Progress STAR, 2016)!
12%
34%
38%
48%
State Standards Test
California Standards Tests (STAR)
(students scoring “proficient” or above)
!
Unofficial Academic Performance Rank (API) Rank Average for the Southeast : 700 !
(LA County 789)!
%
(Source: CA Assessment of Student Performance and Progress STAR, 2016)!
12%
34%
38%
48%
Quick Facts:
SAT Reasoning Test
!
• Southeast Composite Average: 1230!
• LA County Composite Average: 1476!
(Source: CA Assessment of Student Performance and Progress, 2016)!
410
500
405
491
415
485
Student’s Challenge
• Lack of parent involvement, participation, family finances, and social support
to obtain a higher education leads to a failed support system.!
• Promoted through grade levels without meeting California state academic
testing standards.!
!
• Classes taken are generally not comparable to those of other higher ranked
schools.!
• Low academic ranking of high schools.!
• Lack of social exposure.!
• Poor or no preparation for SAT and ACT.!
!
• Poor or no counseling.!
Goals of the Foundation
OUR GOALS:
1. Provide basic, necessary skills training for underserved youth in our
Southeast Los Angeles communities.!
2. Prepare our youth to a level where they are successfully able to
matriculate into vocational, junior college, as well as four-year
college and university programs.!
3. Preparing our youth for the path they choose to integrate into the
workforce.!
!
!
Objectives of the Foundation
OUR OBJECTIVES:
1. Fund programs and provide skills training for high school youth in English
literacy, math and technology skills.!
2. Seek and identify youth in need of early intervention programs and services
to change their course for successful outcomes.!
3. Increase collaboration, alliances, and partnerships between SCF and non-
profits and community-based organizations delivering skills training
programs for the youth in the Southeast.!
The Role of the SCF
Initially, SCF will collaborate and partner with other non-
profits with our shared mission to provide funding for:!
!
• English literacy, math, and technology skills!
Ques2ons/Discussion
EXTENDED TO NOVEMBER 15, 2OT7Short Form*,,990-EZ Return of Organization Exempt From lncome Tax 2016
OMB No. 1545-1150
0pen to Public
lnspectionDepdtment o, the Treasury
lntsnal Revenue Swice
A For the
B ch@k iIappli@ble:
Elooo,"""
ENu." "hung"Etniti"tr.turn
-Final
retum/Lltminated
f]Amended return
Under section so'l(c), 527, or 4947(aXl) of the Internal Revenue Code (except private foundations)
) Do not enter social security numbers on this form as it may be made public.
> lnformation about Form 9qt-Ez.and its instructions is at www.rrs.govlformg9o.
year, or tax year
47 -527 7 77 6
number
8r_8-46r_-0500
t Group Exemption
Number )
H Check ) I I il the organization is
notrequired 1o attach Schedule B
G
I
J
Accounting Method:0ther (specifu))
website: > SECFOT NDATION.ORG
Tax-exempt status (check only one) - I X I 50
Formoforganization: lXlCorporation I lTrust
Add lines 5b, 6c, and 7b to line I to determine gross receipts. lf gross receipts are $200,000 or more, or if total assets (Part ll,
SOUTHEAST COMUI]NITY FOT'NDATION(FKA 6 MILES SO. OF L.A.
5211 E WASHINGTON BLVD., SUITE 2_L7O
COMMERCE, CA 90O4O
are $500,000 or more, lile Form 990 instead ol Form 990-EZ
or
5s,000.
(see the instructions for Part l)
o
ooo
oz
used Schedule 0 to respond to
For Paperwork Reduction Act l{otice, s6e the sepalete iostructions.
in this Part I
-%
Form 990-EZ (2016)
2
2OT5. O5OOO SOUTHEAST COMUUNITY FOT'NDAT 8051
632171 12-08-16
09531115'714543 8051
................ u
of
o
oc.
I Contributions, gifts, grants, and similar amounts received
2 Program service revenue including governmenl fees and contracts
1 55.000.
2
3 Membership dues and assessments
4 lnvestmentincome ....................
3
4
5a
b
c
Gross amounl from sale ol assets other than inventory
Less: cost or other basis and sales expenses
Gain or (loss) from sale of assets other than inventory (Subtract line 5b trom line 5a)
lsal
1", I
5c
6
a
Gaming and fundraising events
Gross income from gaming (attach Schedule G if greater than
s15.000)I 6a I
6d
Gross income from tundraising events (not including $ol contributions
c
d
7a
b
from fundraising events reported on line 1) (attach Schedule G if the sum of such
gross income and contributions exceeds $15,000) . I eO ILess:directexpensesfromgamingandfundraisingeventsm
Net income or (loss) from gaming and lundraising events (add lines 6a and 6b and subtract line 6c) .... . .. .. . . .. .
Gross sales ol invenlory, less returns and allowances
I ess' cost of ooods sold
lz. I
7cc Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a)
8 Other revenue (describe in Schedule 0)I
9 Total revenue. Add lines 1.2. 3.4.5c. 6d. 7c. and I I
aootroo.x
IIJ
10 Grants and similar amounb paid (list in Schedule 0)t0
11 Benelits paid to or lor members 11
12 Salaries, other compensation, and employee benefits 12
13 Professional fees and olher paymenls to independent contractors
14 maintenance
13
14
l5 Printing,shipping l5
16
17
0ther expenses (describe in Schedule 0)
Total oxDenses. Add lines 10 through JG
.. s_EE S_C_H_EDUr,E O_ ..>16
17
18 Excess or (deficit) lor the year (Subtract line 17 from line 9)
19 Net assets or lund balances at beginning of year (from line 27, column (A))
(mustagreewithend-of-yearligurereportedonprioryear'sreturn) ,............
18
1g 0.
20
,1
other changes in net assels or lund balances (explain in Schedule 0)2n
21
SOUTHEAST COMMUNITY FOUNDATION
22
23
24
25
26
27
Form 990-EZ (20 FKA 6 MIIJES SO. OF L.A.
instructions
Check if the used Schedule O to
Cash, savings, and investments
Land and buildings
Other assets (describe in Schedule 0)
Total asselg '" "".' " '-_'_ - -:__'_ '
Total liabilities (describe in Schedule 0) .S_EE LC.HEPUI*E
Net assets orlund balances(line 27 ofcolumn (B) mustagreewith line 21
in this Part lll E]
What is the organization's primary exempl
Desqibe the qganization's program sflice accomplishments rs each of ils three lagest program ssvices, as m@ured by expens6- In a clee and concise
manns, dessibe the swices provided, the numbs o, pffions beneriled, and othg relevant inrqmation t@ each program title.
2S WE HAVE
47 -5277L7 6 Pase 2
Expenses
(Required lor section
501(cX3) and 501(c)(4)
organizations; optional Ior
others.)
lf this amount includes
31 Other program services (describe in Schedule O)
(list each one even if not compensated - see the instructions fq Part lV)
Check if the used Schedule O to :ion in this Part lV
632172't2-i8-16
09531115 774543 8051
320L5.05000 sourHEAsr
(e) Estimated
amount ol other
compensation
Form 990-EZ (2016)
(a) Name and title
.]ULIE
SECRETARY OF THE BOARD
DIRECTOR
E
0.
0.
0.
0.
0.
{b)Average hours
per week devoted to
posilion
COI,IMUNITY FOUNDAT 8051 1
Formee0-EZ(2016) (FKA 5 MILES SO. OF L.A. ) 47-52771,76 pa0e3
I Part V I Other Information (Note the Schedule A and personal benefit contract statement requirements in the
instructions for Part V) Check if the organization used Sch. O to respond to any question in this Part V [[]
SOUTHEAST COMMT]NITY FOUNDATTON
33 Did the organization engage in any signiticant activity not previously reported to the IRS? lf'Yes," provide a detailed description of each
activity in Schedule 0
34 Were any significant changes made to the organizing or governing documents? lt'Yes," athch 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)
35 a Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported
b
c
lf "Yes' to Iine 35a, has the organization filed a Form gg0-T for the year? lf 'N0," provide an explanalion in Schedule 0
Was the organization a sectron 501(cX4), 501(c)(5), or 501(cX6) organization subject to section 6033(e) notice, reporting, and proxy tax
requirements during the year? l{'Yes," complete Schedule C, Part lll36 Did the organization undergo a liquidation, dissolution, termination, 0r significant disposition of net assets during the year? lf "Yes,'
complete applicable parts olSchedule N ..............
37a Enteramountoipoliticalexpenditures,directorindirect,asdescribedintheinstructions > | aZ. I
b Did the organization file Form l ,2o-POL for this year?
38 a Did the organization borrow from, or make any loans to, any ofiicer, 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?
b ll "Yes," complete Schedule L, Part l l and enter the total amount involved N/A
39 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on line 9
b Gross receipts, included on line 9, for public use of club facilities
40a Section 501(cX3) organizations. Enter amount 0t tax imposed on the organization during the year under:
section 491 1 )0 . i section 4912 >L;section4955 >
Section 50 1(cX3), 501(c)(a), and 501(c)(29) organizations. Did the organization engage in any seclion 4958 excess benefit
lransaction during the year, or did it engaqe in an excess benefit transaction in a prior year that has not been reported on any
ot its prior Forms 990 or 990-EZ? 11 "Yes,' complele Schedule L, Part I . .... ..
c Section50l(c)(3),501(c)(4),and501(c)(29)organizations.Enteramountoftaximposedon
d Section50l(c)(3),501(c)(4),and501(cX29)organizations.Enteramountoftaxonline40creimbursed
e All organizations. At any time during the tax year, was the organization a party io a prohibited lax shelter
transaclion? lf Yes," complete Form 8886-T
List the states with which a copy oi this return is filed ) CA
over a irnancial accounl rn a l0reign country (such as a bank accounl, securities account, or other linancial
account)?
lf Yes," enter the name ol the foreign country: )
See fie instructions for exceptions and filing requirements tor FinCEN Form 1 14, Report of Foreign Bank and Financial Accounts (FBAR).
c At any time during the calendar year, did the organization maintain an office outside the United States?
ll'Yes," enter he name of the foreign countryt >43 Section 4947(aX.1) nonexempt charitable trusts filing Form 990-EZ in lieu ol Form 1041 - Check here
and enter the amount of tax-exempt interest received or accrued during the tax year . . .
44a Did the organization marntain any donor advised funds during lhe year? lf "Yes," Form 990 must be completed instead of
Form 990-EZ
b Did the organization operate one or more hospital facilities during lhe year? lf "Yes,' Form gg0 must be completed instead
ol Form 990-EZ
c Did the orgrnirution r;.riw rnv prvrrrnit toli.l.ri t"rrirs rr*i.ur orring thr vrrri
d lt'Yes, to line 44c, has the organization filed a Form 720 to report these payrnenls? lf "No,' p*:t;;. ; ;;;";;;;
n Schedule O
45a Did the organization have a controlled entity within the meaning of section 512(bX13)?
b Did the organization recetve any payment from or engage in any transaction with a controlled entity within the meaning oi section
lf 'Yes," Form need to be instead of Form 990-EZ
0.
No
>E
41
42a Theorganization.sbooksareincareof>THEoR
Locatedat>521-1 U WaSgtX , Ca ,@
At any time during the calendar year, did the organization have an interest in or a signature or olher authority
>l lgl N/A
Form 990-EZ (2016)
632173 t2-0&16
09531115 7L4543 8051
4
20T6, O5OOO SOUTHEAST COMMTTNITY FOI'IilDAT 8051
0.
SOUTHEAST COMMUNITY FOUNDATION
Yes
Form 990-EZ (2016)FKA 5 MILES SO. OF L.A.47 -5277 L7 6 Pase 4
46 Did the organization engage, directly or indirectly, in political campaign activities on behall of or in opposition to candidates for public office?
lf "Yes,"Schedule C, Part I
Section 5Ol (cX3) organizations only
All section 5O1(c)(3) organizations must answer questions 4749b and 52, and complete the tables for lines 50 and 51 .
Check if the used Schedule O to
Did the organization engage in lobbying activilies or have a section 501(h) election in effect during the tax year? lf"Yes," complete Sch. C, Part ll
ls the organization a school as described in section 170(b)(1 XAXii)? lf "Yes," complete Schedule E
Did the organization make any transfers to an exempt non-charitable related organization?
Complete fiis table for the organization's five highest c0mpensated employees (olher than ofiicers, directors, truslees, and key employees) who each received more
than $from the It there is none, enter "None.'
(a) Name and title of each employee (e) Estimated
amount of other
compensationNONE
lf there is none, enter "None.' NONE
Name and business address of each contractor
d Total number of other independenl contractors each receiving over $100,000
52 Did the organization complele Schedule A? I{ote: All section 501(cX3) organizatlons must attach a
Under penalties of periury, I declare that I have examined this relurn, including accompanying schedules and statements, and to the best ol my knowledge and belief, it is
and Declaration of other than is based on all information oi which preparer has
EDDIE D. TAFOYA, CEO
No
47
48
49a
b
50
(b) Average hours
per week devoted to
position
51 Complete this table {or the organization's five highest compensated independent contractors who each received more than $100,000 0f compensation ,rom the
Paid
Preparer
Use Only
632174 12-08-16
09531115 7L4543 8051
P01035073
Firm's EIN )
address >VENTURA BLVD,
ENCINO, CA 91436
the IRS discuss this return with the shown above? See instruclions
5
2OL6.O50OO SOUTHEAST CO}TMI]NITY
t/L5/L
Form 990-EZ (2016)
FOUNDAT 8051_1
SCHEDULE A
(Form 990 or
Department of the Treasury
lntsnal Revenue Swice
Public Charity Status and Public Support
Complete if the organization is a section 5)1(cX3) organization or a section
21947(aX 1) nonexempt charitable trust.) Attach to Form 99O or Form 99O-EZ.
OMB No. 1545-0047
Open to Public
lnspection) lnformation about Schedule A (Form 9!X) or and its instructions is at wwry,irs. govlform99O.
Name of the organization Employer identifi cation number
47 -5277L7 6FKA 6 I{II,ES SO. OF L.A.
this part See instructions.
The organization is not a private foundation because it is: (For lines '1 through 12, check only one box.)
1 l--l A church, convention of churches, or association ol churches described in section 17O(bXlXAXi).
2 l--l R scfrool described in section 17O(bXlXAXii). (Attach Schedule E (Form 99O or 990-E4.)
S l-_l n nospital or a cooperative hospital service organization described in section l7o(bXlXAXiiU.
+ I--l n medical research organization operated in conjunction with a hospital described in section 17O(bXlXAXiii). Enter the hospital's name,
city, and state:
5[]An organization operated for the benefit of a college or university owned or operated by a govemmental unit described in
section 170(b)(1[A)(iv). (Complete Part ll.)
A federal, state, or local government or governmental unit described in section 17(U)(f)@)(v).
An organization that normally receives a substantial part of its support from a govemmental unit or from the general public described in
section 170(b)(1[A[vi). (Complete Part ll.)
A community trust described in section 17(b)(t[A)(vi), (Complete Part ll.)
An agricultural research organization described in section l7O(bXlXAXix) operated in conjunction with a land-grant college
or university or a non{and-grant college of agricufture (see instructions). Enter the name, city, and state of the college or
I
I
r rniverqilv'
10 X I An organization that normally receives: (1) more than 39 1/g% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subiect to certain exceptions, and (2) no more than g3 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 5O9(aX2). (Complete Part lll.)
11 f-l An organization organized and operated excluslvely to test for public safety. See section 5O9(a)(4).
12 Tl 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 5@{a)(2). See section 5O9(a[3)- Check the box in
lines 12a through 1 2d that describes the type of supporting organization and complete lines 12e, 12t, and 129.
" l--l Type !. 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 lV, Sections A and B,
b f] Type ll. A supporting organization supervised or controlled in connection with its supported organLation(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s). You must complete Part lV, Sections A and C.
. [_l Type ltl functionally integrated. A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions). You must complete Part lV, Sections A, D, and E.
d E Type lll non-functionally 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 lV, 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 l, Type ll, Type lll
functionally integrated, or Type lll non{unctionally integrated supporting organization.
f Enter the number of supported organizations . . .
information about the
supported
organization
LHA For Paperwork Reduction Act Notice, see the lnstruc-tions ,or Form 990 or 9fl)-EZ, aszozt og-zt-la Schedule A (Form 990 or 990-EZ) 2016
6
(AI
5
7
nE
IE
(described on lines 1.10
09531_1_15 71,4543 8051 2OL6. O5OOO SOUTHEAST COUMTTNITY FOUNDAT 8051 L
SOUTHEAST COMMT}NITY FOI'NDATION
scheduteA(Forme90ore9o.EZ2o16 (FKA 5 MILES SO. OF L.A. ) 47-5277176 paoez
(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 lll. lf the organization
fails to qualify under the tests listed below, please complete Part lll.)
Calendar year (or fiscal year beginning in) )
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ......
2 Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behatf
3 The value of services or facilities
fumished by a govemmental unh to
the organization without charge .. .
4 Total, Add lines 1 through 3 .........
5 The portion oftotal contributions
by each person (other than a
govemmental unit or publicly
supported organization) included
on line 1 that exceeds 2o/o oI the
amount shown on line 11,
column (0
Galendar year (or liscal year beginning in) >
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 canied on
10 Other income. Do not include gain
or loss trom the sale of capital
assets (Explain in Part Vl.)
11 Total support, Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions)
13 First five years. lf the Form 990 is for the oroanization's firs
14 Public support percentage for 2O16 (line 6, column (0 divided by line 1 1 , column (f))
15 Public support percentage from 2015 Schedule A, Part ll, line 14
b 33 113p/o support test - 2015. lf the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
17a 1@/o -facts-and-circumstances test - 20'16. lf the organization did not check a box on line 13, 16a, or 16b, and line 14 is 1 Oyo or more,
and if the organization meets the .facts-andcircumstances" test, check this box and stop here. Explain in Part Vl how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization .. .. > E
b 1(P/o -facts-and-circumstances test - 2015, lf 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 Vl how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization .. > E
18 Privatefoundation. lftheorqanizationdidnotcheckaboxonlinel3. 16a. 16b, 17a,or'lTb,checkthisboxandseeinstructions......... >f-l
Schedule A (Form 990 or 990-EZ)2{J16
632022 09-21-16
09531115 7L4543 8051
7
2OL6. O5OOO SOUTHEAST COMMUNITY FOUNDAT 8051 1.
First five years. lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
16a 33 1/g/o support test - 2O16. lf the organization did not check the box on line 13, and line 14 is 33 1/syo or more, check this box and
SOUTHEAST COMMI]NITY FOUNDATION
schedureA(Formseooreso-FZ2o1o (FKA 5 MILES SO. OF L.l.) +l-5211116 p"*s
(Complete only if you checked the box on line 1O of Part I or if the organization failed to qualify under Part ll. lf the organization fails to
Calendar year (or liscal year beginning in) )
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") _ .. .
2 Gross receipts from admissions,
merchandise sold or services per-
formed, or facilities fumished in
any activity that is related to the
organization's tax€xempt purpose
3 Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513
4 Tax revenues levied forthe organ-
ization's benefit and either paid to
or expended on its behalf
5 The value of services or facilities
fumished by a govemmental unit to
the organization without charge ...
6 Total. Add lines 1 through 5 . .......
7a Amounts included on lines 1, 2, and
3 received from disqualified persons
b Amounts included on llnes 2 and 3 rseived
Irom oiher than disqualified pssons that
exceed lhe greats o, $5,000 s '1% of the
amount on line 13 tor the yea
c Add lines 7a and 7b
55 000.
Galendar year (or fiscal year beginning in) )
I Amounts from line 6 . .
1Oa Gross income from interest,
dividends, payments received on
securities loans, rents, royafties
and income from similar sources . .
b Unrelated business taxable income
(less section 51 1 taxes) from businesses
acquired after June 30, 1975
c Add lines 1 Oa and 1 0b ... . .1'l Net income from unrelated business
activities not included in 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 suppoft. (Add rines 9, 10c, 1 1, and 12.)
14 Firstfiveyears,lftheFormgg0isfortheorganization'sfirst,second,third,fourth,orfifthtaxyearasasection50l(cX3)organization,
here
Section
15 Public support percentage for 2O16 (line 8, column (f) divided by line 13, column (0)
Part lll, line l5
Section D.
17 lnvestment income percentage for A)16 (line 10c, column (f) divided by line 13, column (0)
18 lnvestment income percentage from 2015 Schedule A, Part lll, line 17 ...... ...
19a 33 1/3/o support tests - 20'16. lf the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3o/o,check this box and stop here, The organization qualifies as a publicly supported organization ... > t]
b 8 1l!/o support tests - 2015. lf the organization did not check a box on line 1 4 or line 19a, and line 16 is more than 33 1/3o/o , urd
line '18 is not more than 3 3 1/3% ,check this box and stop here. The organization qualifies as a publicly supported organization .. > E
20 Privatefoundation. lf theoroanizationdidnotcheckaboxonlinel4. 19a.or19b.checkthisboxandseeinstructions........................ )Ll
0.
632023 09-21-16
09s31115 774s43 8051_
Schedule A (Form 990 or g0O-EZl2lJf6,
8
2AL6.O5OOO SOUTHEAST COMIIT'NITY FOUIIDAT 8051 1
0.
SOUTHEAST COMMTINITY FOUNDATION
scheduleA(Fo*ssoor99o-Ez 2016 (FIG 6 MILES SO. OF L.A. ) 47-#lPan lv J Supporting Organizations
(Complete only if you checked a box in line 1 2 on Part l. lf you checked 12a of Part l, complete Sections A
and B. lf you checked 12b ol Parl l, complete Sections A and C. lf you checked 12c of Part l, complete
D, and E. lf you checked 1 2d of Part I SectionsAand D, and
Section A. All
1 Are all of the organization's supported organizations listed by name in the organization's goveming
documents? lf "No," describe in Pa,/t Vl how the suppofted organizations arc designated. lf designated by
class ot purpose, descibe the designation. lf 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) ot (2)? lf "Yes," explain in Peft Vl how the organization determined that the suppofted
organization was described in section 509(a)(1)or (2).
3a Did the organization have a supported organization described in section 501(c)( ), (5), or (6)? /f "Yes," answer
(b) and (c) below.
b Did the organization confirm that each supported organization qualilied under section 501(cXa), (5), or (6) and
satisfied the public support tests under section 509(a)(2)? lf 'Yes," descibe in Patt Vl when and how the
organization made the determ in ation.
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes? lf "Yes," explain in Part Vl what controls the organization put in place to ensurc such use.
4a Was any supported organization not organized in the United States ("foreign supported organization')? /f
"Yes," and if you checked 12a or 12b in Part l, answer (b) and (c) below.
b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization? lf "Yes," describe in Part Vl how the organizatian had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
c Did the organization support any foreign supported organization that does not have an IBS determination
under sections 501 (c)(3) and 509(aX1) ot (2)? If "Yes," explain in Part W what controls the organization used
to ensure that all support to the foreign suppofted organization was used exclusively for section 17O(1X2)(B)
purposes-
5a Did the organization add, substitute, or remove any supported organizations during the tax yeafl lf "Yes,"
answer (b) and (c) below (if applicable). Also, provide detail in Paft Vl, 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 authotizing such action; and (iv) how the action
was accomplished (such as by amendment to the oryanizing document).
b Type I or Type Il only. Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
c Substitutions only. Was the substitution the resuft of an event beyond the organization's control?
6 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 (iiD other supporting organizations that also
support or benefit one or more of the filing organization's supported organizations? /f "Yes," provide detail in
Part W.
7 Did the organ2ation provide a grant, loan, compensation, or other similar payment to a substantial contributor
(detined in section 4958(cX3XC), a family member of a substantial contributor, or a35o/o controlled entity with
regard to a substantial contributofl lf "Yes,' complete Part I of Schedule L (Form 990 or 990-E4.
8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described inlineT?
lf 'Yes,' complete Paft I of Schedule L (Form 990 or 990-EQ.
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 509(a)(1) or (2))? lf "Yes," provide detail in Part Vl,
b Did one or more disqualified persons (as defined in line ga) hold a controlling interest in any entity in which
the supporting organization had an interest? If "Yes," provide detail in Pari W.
c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest? /l "Yes," provide detail in Paft Vl.
1Oa Was the organization subject to the excess business holdings rules of section 494i1 because of section
4943(0 (regarding certain Type ll supporting organizations, and all Type lll non-functionally integrated
supporting organizations)? lf "Yes," answer lOb below.
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to
excess busrress
632024 09-21-16
09531115 774543 8051
9
2OL6. O5OOO SOUTHEAST
Schedule A (Form 990 or 990-EZ) 2016
COMUI'NTTY FOT'NDAT 8051 1
SOUTHEAST COMMUNITY FOUNDATION
t1 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 in (b) and (c)
below, the goveming body of a supported organization?
A family member of a person described in (a) above?
lf 'Yes" to detail in Part Vl.
Section B.
Did the 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? lf "No," describe in Pilt Vl how the supported organization(s) effectively operated, supervised, or
controlled the organization's activities. lf the orgtanization had more than one suppofted organization,
describe how the powers to appoint and/or remove directors or frustees were allocated among the suppofted
organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization? /f "Yes," explain in
Part V how providing such benefit canied out the purposes of the supported organization(s) that operated,
or controlled the
1 Were a majority of the organization's directors or trustees during the tax year also a maiority of the directors
or trustees of each of the organization's supported organization(s)? lf "No," descibe in Part Vl how control
or management of the suppofting organkation was vested in the same persons that controlled or managed
the
Section D. AII
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 (iii) copies of the
organization's goveming documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization'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? lf "No," explain in Part Vl how
the oryanization maintained a close and continuous working relationship with the suppotted organization(s).
By reason of the relationship described in (2), did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year? lf "Yes," describe in Paft VI the role the organization's
in this
Check the box nert b the method that the organizatrbn used to satlsfy the lntegral Paft Test duing the yea(see instuctions).
Activities Test. Answer (a) and (b) below.
Did substantially 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? lf "Yes," then in Paft Vl identify
those suppoded organizations and explain how these activities directly furthered their exempt purposes,
how the organization was responsive to those suppofted organizations, and how the organization determined
that these activities constituted substantially all of its activities.
Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more
of the organization's supported organization(s) would have been engaged in? /f "Yes, " explain in Part Vl the
reasons for the organization's position that its supported organization(s) would have engaged in these
activities but for the organization's involvement.
Parent of Supported Organizations. Answer (a) and (b) below.
Did the organization have the power to regularly appoint or elect a malority of the officers, directors, or
trustees of each of the supported otganizations? Provide details in Part Vl.
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
lf "Yes," descibe in Pafi Vl the role the
FKA 6 MILES SO. OF L.A.47 -5277L7 6
Schedule A(Form 990 or 990-EZI2IJ16,
COMMUNITY FOUNDAT 8051. 1
I
a
b
c
2
a
3
a
632025 09-21-16
095311_1_s 71-4543 80sl_
10
20L6.05000 sourHEAsr
SOUTHEAST COMMUNITY FOUIIDATION(FKA 5 MILES SO. OF L.A.47 -5277]-7 6
Check here if the organization satisfied the lntegral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part Vl.) See instuctions. All
lll non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adiusted Net lncome (B) Current Year
(optional)
1 Net short-term
4 Add lines 1
Portion of operating expenses paid or incuned for production or
collection of gross income or for management, conservation, or
7 Other
Net lncome
Section B - Minimum Asset Amount (B) Current Year
(optional)
1 Aggregate fair market value of all non€xempt-use assets (see
instructions for short tax vear or assets held for part of
cash balances
e Discount claimed for blockage or other
in detail in
indebtedness
4 Cash deemed held for exempt use. Enter 1-1 /2o/o of line 3 (for greater amount,
5 Net value of line 4 from line
7 Recoveries of distributions
Section C - Distributable Amount Current Year
net income for
3 Minimum asset amount for
4 Enter of line 2 or line 3
6 Distributable Amount, Subtract line 5 from line 4, unless subject to
Check here if the cunent year is the organization's first as a non-functionally integrated Type lll supporting organization (see
instructions).
632026 09-21-16
095311L5 7L4543
11
20L6.05000 sourHEAsr
Schedule A (Form 9(X) or 9(X)-EZ} 2o16
8 051 COMMUNITY FOUNDAT 8051
(FKA 5 MILES SO. OF L.A.
Section D - Distributions
I Amounts paid to
2 Amounts paid to perform activity that directly furthers exempt purposes of supported
in excess of income from
4 Amounts paid to
5 Qualified set-aside amounts IRS
6 Other distributions in Part Vl). See instructions
8 Distributions to attentive suppoded organizations to which the organization is responsive
details in Part instructions
C, line 6
10 Line I amount divided Line I amount
Section E - Distribution Allocations (see instructions)
1 Distributable amount for 2016 from
2 Underdistributions, if any, for years prior to 2016 (reason-
able cause
3 Excess distributions , to 2016:
c From 2013
d From2o14
e From2015
to underdistributions of
from 201 1 not
Remainder,
Distributions for 2016 from Section D,
47 -5277L7 6
Current Year
(iii)
Distributable
Amount for 2016
$
to underdistributions of
c Remainder. Subtract lines 4a and 4b from 4
Remaining underdistributions for years prior to 2016, if
any. Subtract lines 39 and 4a from line 2. For result greater
in Pad Vl. See instructions
Remaining underdistributions for 2016. Subtract lines 3h
and 4b from line 1 . For result greater than zero, explain in
P
Excess distributions carryover to 2017. Add lines 3j
and 4c
8 Breakdown of line 7:
b Excessfrom2013
c Excessfrom2014
d Excessfrom2ols
632027 09-21-16
0953111s 714543
L220L6.05000 sourHEAsr
SOUTHEAST COMMUNITY FOUNDATION
Schedule A (Form 99O or 990-EZ) 2016
80 51 COMMUNITY FOUNDAT 8051
SOUTHEAST COMMUNITY FOUNDAT]ON
Sehe.irlc A (F6rm OOn .. OOry
I Part Vl I Supplemental lnformation. Provide the explanations required by Part ll, line 10; Part ll, line 17a or 17b; Part lll, line 12;
Part lV, SectionA, lines 1,2,3b,3c, 4b,4c,5a,6,9a,9b,9c, 11a, 11b, and 11c; Part lV, Section B, lines 1 and 2; Part IV, Section C,
line 1; Part lV, Section D, lines 2 and 3; Part lV, Section E, lines 1c, 2a,2b,3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,
Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this pad for any additional information.
(See instructions.)
632028 09-2'l-16
095311L5 7L4543 8051
13
24L6.05000 SOUTHEAST
Schedule A (Form 900 or 99O-EZ} 2o16
COMIIUNITY FOUNDAT 8051 1
Schedule B(Form 990,990-EZ,
or 990-PF)
Department of the Tr€sury
lntsnal Revenue Swi@
Name of the organization
Filers of:
Form 990 or 990-EZ
Form 990-PF
Schedule of Contributors
> Attach to Form 99O, Form 99O-EZ, or Form 990-PF.) lnformation about Schedute B (Form 9$), Sn-EZ, or 990-PF) and
its instructions is at wlvw.i6.govlformg90 ,
SOUTHEAST COMMUNITY FOUNDATION
FKA 6 UILES SO. OF L.A.
Section:
OMB No. 1545-0047
2016
Employer identification number
47 -527 7 t7 6
E
E
E
E
E
tl
501(c)( 3 ) (enter number) organization
9 7(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
5O1 (cXS) exempt private foundation
4547(a)(1) nonexempt charitable trust treated as a private foundation
501 (c)(3) taxable private foundation
Check if your organ2ation is covered by the General Rule or a Special Rule,
Note: Only a section 501(cX7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
I X] Fo, ,n organization filing Form 99O, 99O-EZ, or 99O-PF that received, during the year, contrabutions totaling $5,OO0 or more (in money or
property) from any one contributor. Complete Parts I and ll. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501 (c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked ScheduleA (Form 990 or990-EZ), Part ll, line 13, 16a, or 16b, and that received from
any one contributor, during the year, total contributions of the greater of (1) $5,000 or l2l 2o/o of the amount on (i) Form 990, Part Vlll, line t h,
or (ii) Form 990-EZ, line 1. Complete Parts I and ll.
For an organization described in section 501 (cX7), (8), or (1 O) filing Form 990 or 990-EZ that received from any one contributor, during the
year, total contributions of more than $1 ,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for
the prevention of cruelty to children or animals. Complete Pads I, ll, and lll.
l-l Fo, "n organization described in section 501(cX7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions exclusively tor religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. lf this box
is checked, enter here the total contributions that were received during the year fot an exclusively rcligious, charitable, etc.,
purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year > $
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990"E2, or 990-PR,
but it must answer "No" on Part lV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part l, line 2, to
certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-Pfl.
LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 9gO, 99O-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
E
E
Organization type (check one) :
623451 10-1E-16
Schedule B (Form 990,
Name ol organizalion
SOUTHEAST COMMUNITY FOUNDATION
FKA 6 I{ILES SO. OF L.A.
Employer identilication number
47 -5277L7 5
Part I GOntributOrS (See instructions). Use duplicate copies of Part I if additional space is needed
(a)
No.
(b)
Name, addess,andZlP + 4
(c)
Total contributions
(d)
of contribution
L .JULIE COYNE
$20.000.
Person E
Payrott E
Noncash t]
(Complete Part ll for
noncash contributions.)
52LL E WASHINGTON BL\TD, SUITE 2_L7O
COMMERCE CA 90040
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
of contribution
2 THE BICYCI,E CASINO, LP
$30,000.
Person EPayroll E
Noncash E
(Complete Part ll for
noncash contributions.)
888 BICYCLE CASINO DRIVE
BEI,L GARDENS, CA 90201
(a)
No.
(b)
Name, address, andZlP + 4
(c)
Total contributions
(d)
of contribution
3 UBS FINANCIAL SERVICES INC.
$5,000
Person EPayrott tf
Noncash E
(Complete Part ll for
noncash contributions.)
2029 CENTURY PARK E, STE 3OOO
LOS A]iIGELES CA 90067
(a)
No.
(b)
Name, address,andZlP + 4
(c)
Total contributions
(d)
of contribution
$
Person EPayroll E
Noncash t_]
(Gomplete Part ll for
noncash contributions.)
(a)
No,
(b)
Name, address,andAP + 4
(c)
Total contributions
(d)
of contribution
$
Person
Pay'oll
Noncash
EEE
(Complete Part ll for
noncash contributions.)
(a)
No.
(b)
Name, address, andZlP + 4
(c)
Total contributions
(d)
of contribution
$
Person
Payroll
Noncash
tlEE
(Complete Part ll for
noncash contributions.)
623452 10-18-16 0r
15
2OL6. O5OOO SOUTHEAST COMMUNITY FOI}IVDAT 805109531115 7L4543 8051
Schedule B
SOUTHEAST COMMUNTTY FOUNDATTON
Fr(A 5 l4rLES SO. OF L.A. )
623453 10-18-16
09s31_1_1_5 7t4543 8051
16
20L6 . 05000 sourHEAsr couulrNrrY
47 -5277L7 6
(d)
Date received
(d)
Date received
(d)
Date received
(d)
Date received
(d)
Date reaeived
td)
Date received
0r
(a)
No.
from
Part I
Part ll Noncash Propefi (See instructions). Use duplicate copies of Part ll if additional space is needed.
(b)
Description of noncash property given
(b)
Description of noncash property given
(b)
Description of noncash property given
(b)
Description of noncash property given
(b)
Description of noncash property given
(b)
Description of noncash property given
FOUNDAT 8051_1
(c)
FMV (or estimate)
(See instructions)
$
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
$
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
$
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
o
(a)
No.
trom
Part I
(c)
FMV (or estimate)
(See instructions)
$
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
$
Schedule B (Form 990, 990-EZ, or 990-PD
SOUTHEAST COMMUNITY FOUNDATION
FKA 6 MILES SO. OF L.A.
. vIYrvse,
theyearfromanyoneconkibulor.Completecolumns(a)through(e) andthefollowinglineentry.Fororsanizaiions- -completing Part lll, ents the tolal ot exclusively religious, chilitable, eic., contributions of $'1,000 or less for the yetr. (Enier th ls tnlo. onm.1 P $.
47 -s277]-7 6
(d) Description of how gift is held
(e) Transfer of gift
andZlP + 4
and ZIP + 4
(e) Transfer of gift
of transferor to transteree
(d) Description of how gift is held
Transferee's
Transferee's
623454 10-18-16
09531L1_5 7L4543 8051
(d) Description of how gift is held
(e) Transfer of gift
to transferee
(d) Description of how gift is held
{e) Transfer of gift
of transferor to transferee
17
201-6.05000 sourHEAsr
$chedule B (Form 990, 990-EZ, or 990-PF) (20.l6)
COUMUNITY FOUNDAT 8051 1
SCHEDULE O
(Form 990 or 990-EZ)
Depdtmst o, th€ Trsury
Name of the organization
Supplemental lnformation to Form 9$) or 990-EZ
Complete to provide information for responses to specific questions on
Form 9O0 or 990-EZ or to provide any additional information.) lttach to Form 99O or 99O-EZ
FKA 5 MILES SO. OF
FORM 99A.EZ, PART I, LINE 15 OTHER EXPENSES:
OMB No. 1545-0047
Open to Public
Employer identification number
47 -5277 L7 6
DESCRIPTION OF OTHER EXPENSES:AMOUNT:
LEGAL FEES 2,5l.7.
STORAGE T,LLA.
OFFICE EXPENSE 8l_5.
ADVERTISING LL4.
TOTAL TO FORM 990_EZ LINE 15 4 ,667.
FORM 990_EZ PART II LINE 26 OTHER LIABILITIES:
DESCRIPTION BEG. OF YEAR END OF YEAR
DUE TO DIRECTOR
FORM 990_EZ, PART TII, PRII{ARY EXEMPT PURPOSE - THE SOUTHEAST COMMI'NTTY
0.970.
FOUNDATTON (SCT) IS A PRIVATE, INDEPENDENT FOUNDATION DEDICATED TO
ADVANCING THE EDUCATION OF PROMISING STUDENTS WHO HAVE LIMITED
FTNAIICIAL MEANS. SCF SUPPORTS EXCEPTIONAL STUDENTS FROM EI,EMENTARY
SCHOOI, TO GRADUATE SCHOOL THROUGH SCHOLARSHIPS, GRANTS, DIRECT SERVICE
AND KNOWLEDGE CREATION AIiID DISSEMINATION.
SCF IS DEDICATED TO ADVA]iICING THE EDUCATION OF PROUISING STUDENTS WHO
HAVE FINA}ICIAL NEED. BY OFFERTNG SCHOLARSHIPS, IN-DEPTH ACADEMIC
COUNSELING A}ID OTHER D]RECT SERVTCES, SCF SEEKS TO HELP
HIGH-PERFORMING, LOW_INCOI{E STUDENTS TO DEVEI,OP THEIR TALENTS A}ID EXCEI,
EDUCATIONALLY. SCHOLARS ARE SELECTED FROM A POOL USING SUCH FACTORS AS
EXEMPIJARY ACADEMIC ACHIEVEMENT, FINA}ICIAL NEED, GRTT, DETERMINATION AI{D
SOCIAL COMMITMENT. IN ADDITION TO PROVIDING STUDENTS COUNSELING A}ID
FINAIiICIAL SUPPORT FROI'! }ITDDLE SCHOOL TO GRADUATE SCHOOL, SCF PROVIDES
LHA For Paperwork Reduction Act Notice, see the lnstructions for Form g(X) or 9*)-EZ.
632211 08-25-16
18
Schedule O (Form 990 or 990-E2) (2O16)
09531_11_5 71,4543 8051 2OL5.O5OOO SOUTHEAST COMMUNITY FOUNDAT 8051 ]"
SCHEDULE O
(Form 99O or 99O-EZ)
Departmtrt of the Trffiury
lntsnal
Name of the organization
plemental lnformation to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 9(X) or 9O0-EZ or to provide any additional information.
> Attach to Form 990 or 990-EZ,
sup
(TI(A 6 MILES SO. OF L.A.
SIGNIFICANT GRANTS FOR NOTEWORTHY AND INNOVATIVE INTTIATIVES THAT
Open to Public
Employer identif ication number
47 -5277 17 6
SUPPORT HIGH-PERFORMING I.OW- INCOI{E STUDENTS .
FORM 990-T,2, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS DIRECTLY
OR INDIRECTLY, TO PAY PREI,IIWS ON A PERSONAL BENEFIT CONTRACT.
THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY A}IY PREMIWS DIRECTLY
OR IND]RECTLY, ON A PERSONAL BENEFIT CONTBACT.
LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 990 or 9f}O-EZ.
6s2211 08-2s-'t6
79
20L6.05000 sourHEAsT
Schedule O (Form 99O or 99O-EZ) (2016)
COMUUNITY FOUNDAT 8051 109531115 7L4543 80s1