Citizens for Community Values IRS-990 (2008)

8/9/2019 Citizens for Community Values IRS-990 (2008)

1/33

1

Form 9 9 0Department o f t h e TreasuryI n t e r n a l Revenue S e r v i c e

Return o f Organization Exempt From Income T ax OMB No 1545-x14Under section 501 ( c ) , 527, o r 4947( a ) ( 1 ) o f th e I n t e r n a l Revenue Code ( except black lung 200enefit t r u s t or p r i v a t e foundation) Open t o Pu hl^ T h e o r g a n i z a t i o n may have t o u s e a copy o f t h i s r e t u r n t o s a t i s f y s t a t e r e po r t in g requirements. Inspection

A For th e 2008 calendar year , o r t ax year beginning and endingB Check i f please C Name o f o r g a n i z a t i o n D Employer i d e n t i f i c a t i o n numberapplicable us e IRS

Addressachange l ab el o rprint or CITIZENS FOR COMMUNITY VALUES]change type Doing Business As 31-1075684

I n i t i a lr e t u r n S e e Num ber and s t r e e t ( o r P 0 box i f m a i l i s n o t d e l i v e r e d t o s t r e e t a d d r e s s ) Room/ s u i t e E T el ep hon e numberT e m un -Dat^on S p e c i f i cI n s t r u c - 11175 READING ROAD 1 0 3 ( 513 ) 733-5775mendedr e t u r n bons Ci t y or town , s t a t e o r count r y , and ZIP + 4 G G r o s s r e c e i p t s $ 1 , 233 , 13A p p l i c a -o n INC INNAT I OH 45241 H ( a ) I s t h i s a group r e t u r np ending F Name and address o f p r in c ip a l officer:PHIL BURRESS f o r a f f i l i a t e s ? =Yes0

11175 READING ROAD , CINCINNATI , OH 45241 H(b) A r e a l l a f f i l i a t e s i n c l u d e d ? =Yes=NI Tax-exempt s t a t u s :001 c 3 ( i n s e r t n o . )0947 ( a ) ( 1 ) o r=2 7 I f ' N o , ' attach a l i s t . ( s e e i n s t r u c t i o n s )J W e b s i t e : ^ WWW. CCV . ORG H ( c ) Grou p exem p t i o n number ^K T v D e o f o r g a n i z a t i o n0o r p o r a t i o n0r u s t F] A s s o c i a t i o n0t h e r ^ L Y e a r o f f o r m a t i o n 19 8 3 M S t a t e o f l e g a l d o m i c i l e

I I Summary1 B r i e f l y d e s c r i b e t h e o r g a n i z a t i o n ' s m i s s i o n o r most s i g n i f i c a n t a c t i v i t i e s PUBLIC AWARENESS OF THE

C DESTRUCTIVE IMPACT OF PORNOGRAPHY AND DEFENSE OF MARRIAGE & FAMILY.E 2 Check t h i s box ^ [::]if t h e o r g a n i za t i o n discontinued i t s operations o r disposed o f more than 25% o f i t s a s s e t s00 3 Number o f v o t i n g mem ber s o f t h e governing body ( P a r t V I , l i n e 1 a ) 3c oc o 4 Number o f independent v o t i n g members o f th e governing body ( P a r t V I , l i n e 1 b ) 4V ) 5 T o t a l number o f employees ( P a r t V , l i n e 2 a ) 5

6 T o t a l number o f volunteers ( e s t i m a t e i f necessary) 6 3Q 7a T o t a l gross u n r e l a t e d b u s in es s r ev en u e f ro m P a r t V I I I , l i n e 1 2 , column ( C ) 7 a

b Net u n r e l a t e d business t a x a b l e income from Form 990-T , l i n e 34 7 bD P r i o r Year Current Yeard 8 Contributions and g r a n t s ( P a r t V I I I , l i n e 1 h ) 744,758. 1,182,10^ ^ 1 0 3 9 Program s e r v i c e revenue ( P a r t V I I I , l i n e 2 g )v 10 Investment income ( P a r t V I I I , column ( A ) , l i n e s 3 , 4 , and 7 d ) 10 , 676. 2 , 2 8

1 1 Other revenue ( P a r t V I I I , column ( A ) , l i n e s 5 , 6 d , 8 c , 9 c , 1 0 c , and 1 1 e )


2/33

t F o r m 9 9 b 2 0 0 8 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a gPant I I I Statement o f Program Service Accomplishments ( s e e i n s t r u c t i o n s )1 B r i e f l y describe t h e o r g a n i z a t i o n ' s m i s s i o n :

PUBLIC AWARENESS OF THE DESTRUCTIVE IMPACT OF PORNOGRAPH Y AND DEFENSEOF MARRIAGE & FAMILY.

2 D id t he o r g a n i z a t i o n undertake a n y s i g n i f i c a n t program s e r v i c e s d u r i ng t h e year which were n o t l i s t e d onthe p r i o r Form 99 0 o r 990-EZ? Yes0I f " Y e s ' , describe these new s e r v i c e s on Schedule 0 .

3 D id t he o r g a n i z a t i o n cease conducting , o r m a ke s i g n i f i c a n t changes i n how i t conducts , an y program s e r v i c e s ? =Yes0I f " Y e s ' , describe these changes on S c he d ul e 0

4 Describe t h e exempt purpose achievements f o r each o f t h e o r g a n i za t i o n ' s t h r e e l a r g e s t program s e r v i c e s by expensesSection 50 1 ( c ) ( 3 ) a n d 501 ( c ) ( 4 ) o r g a n i z a t i o n s an d s e c t i o n 4947( a ) ( 1 ) t r u s t s a r e r e qu i r e d t o r e p o r t the amount o f grants a nda l l o c a t i o n s t o o t h e r s , the t o t a l expenses , a n d revenue , i f a n y , f o r each program s e r vi c e r e p o r te d .

4a (Code ) ( Expenses $ 3 9 2 , 4 3 6 . i n c l u d i n g g r a n t s o f $ ) ( Revenue $COMMUNITY ACTION - WORKED WITH CITIZENS AND PUBLIC OFFICIALS TO UPHOLDAND ENFORCE DECENCY LAWS, WORKED TO STOP ADVERTISING BY PROSTITUTES,WORKED TO PROTECT MARRIAGE AND FAMILY. USED PRINT AND ELECTRONIC MEDIATO REACH 2.5 MILLION IN 2008.

4b (Code . ) ( Expenses $ 4 2 2 , 2 4 8 i n c l u d i n g grants o f $ ) (Revenue $PUBLIC EDUCATION - ALERT CITIZENS ABOUT PROBLEM OF HUMAN TRAFFICKING IOHIO AND US. HELD SEMINARS ON MOBILIZING CITIZENS. USED PRINT ANDELECTRONIC MEDIA TO REACH 2.5 MILLION IN 2008.

4 c (Code ) ( Expenses $ i n c l u d i n g grants o f $ ) (Revenue $

4 d Other program s e r v i c e s ( D e s c r i b e i n Schedule 0)(Expenses $ i n c l u d i n g grants o f $ ) (Revenue $

4e Total oroaram service expenses 1 1 1 0 - $ 814,684. (Must equal P a r t I X . L i n e 2 5 , column 0)Form 990 (2083200212-18-08

2757957 30125A 2008 .04051 CITIZENS FOR COMMUNITY VALU 30125A


3/33

200 8 CITIZENS FOR COMMUNITY VALUES 31 -1075684 PagI Part I V Checklist o f Required Schedules

1 I s t h e o r g a ni z a ti o n described i n s e c t i o n 50 1 ( c ) ( 3 ) o r 4 9 4 7 ( a ) ( 1 ) ( o t h e r than a p r i v a t e foundation)?I f " Y e s , " complete Schedule A

2 I s t h e o r g a ni z a ti o n r e q u i r e d t o complete Schedule B , Schedule o f Contributors?3 D i d t h e o r g a n i z a t i o n engage i n d ir ec t o r i n d i r e c t p o l i t i c a l campaign a c t i v i t i e s on b e h a l f o f o r i n opposition t o candidates f o r

p u b l i c o f f ic e ? I f " Y e s , " complete Schedule C , P a r t4 Section 501 ( c ) ( 3 ) organizations . D i d t he o r g a n i z a t i o n engage i n lobbying a c t i v i t i e s ? I f " Y e s , " complete Schedule C , P a r t 1 15 Section 501 ( c ) ( 4 ) , 501 ( c ) ( 5 ) , an d 501 ( c ) ( 6 ) organizations . I s the o r g an i za t io n s u b j e c t t o th e s e c t i o n 6033(e) n o t i c e an dr e p o r t i n g requirement an d proxy t a x ? I f " Y e s , " complete Schedule C , P a r t 1 1 16 D i d th e o r g a ni z a ti o n m a i n ta i n an y do n o r advised funds o r a ny a cc o un t s where donors have th e r i g h t t o provide advice

on t h e d i s t r i b u t i o n o r investment o f amounts i n such funds o r accounts? I f " Y e s , " complete Schedule D , P a r t7 D i d th e o r g a n i z a t i o n r e c e i v e o r h o l d a conservation easement, i n c l u d i n g easements t o preserve open space,

I

the environment, h i s t o r i c l a n d a re a s , o r h i s t o r i c s t r u c t u r e s ? I f " Y e s , " complete Schedule 0 , P a r t l l8 D i d th e o r g a n i z a t i o n m a i n t a i n c o l l e c t i o n s o f works o f a r t , h i s t o r i c a l t r ea s ur e s, o r o t h e r s i m i l a r assets? I f " Y e s , " complete

Schedule D , P a r t 1 1 19 D i d th e o r g a n i z a t i o n r e p o r t an amount i n P a r t X , l i n e 2 1 ; serve as a custodian f o r amount s n o t l i s t e d i n P a r t X ; o r provide

c r e d i t counseling, debt management, c r e d i t r e p a i r , o r debt n e g o t i a t i o n s e r v i c e s ? I f " Y e s , " complete Schedule D , P a r t I V1 0 D i d th e o r g a n i z a t i o n h o l d assets i n t e r m , permanent, o r quasi-endowments? I f " Y e s , " co mplete Schedule D , P a r t V1 1 D i d th e o r g a n i z a t i o n r e p o r t an amount i n P a r t X , l i n es 1 0 , 1 2 , 1 3 , 1 5 , o r 2 5 "

I f " Y e s , " co mplete Schedule D , P a r t s V l , V I I , V II I , I X , o r X as a p p l i c a b l e1 2 D i d t he o r ga n iz a ti o n r e c e i v e an audited f i n a n c i a l statement f o r t h e year f o r which i t i s completing t h i s r e t u r n t h a t wasprepared i n accordance w i t h GAAP? I f " Y e s , " co mplete Schedule D , P a r t s X 1 , X 1 1 , an d X 1 1 113 I s t h e o r g a n i z a t i o n a s ch o ol as described i n s e c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( u ) " I f " Y e s , " complete Schedule E1 4a D i d th e o r g a n i z a t i o n m a i n t a i n an o f f i c e , employees, o r agents outside o f th e U.S ?

b D i d th e o r g a n i z a t i o n have aggregate revenues o r expenses o f m o r e than $10,000 from grantmaking, f u n d r a i s i n g , business,an d program s e r v i c e a c t i v i t i e s o uts ide the U .S .? I f " Y e s , " complete Schedule F , P a r t

15 D i d th e o r g a n i z a t i o n r e p o r t o n P a r t I X , column ( A ) , l i n e 3 , m o r e than $5,000 o f g r a n t s oI

r assistance t o an y o r g a n i z a t i o n o r e n t i t yl o c a t e d outside t h e United States? I f " Y e s , " co mplete Schedule F , P a r t l l

16 D i d th e o r g a n i z a t i o n r e p o r t o n P a r t I X , column ( A ) , l i n e 3 , m o r e than $5,000 o f aggregate grants o r assistance t o i n di v i du a l sl o c a t e d outside t h e United States? I f " Y e s , " co mplete Schedule F , P a r t 1 1 1

17 D i d th e o r g a n i z a t i o n r e p o r t m o r e than $ 1 5, 00 0 o n P a r t I X , column ( A ) , l i n e 1 1 e? I f " Y e s , " co mplete Schedule G , P a r t18 D i d th e o r g a n i z a t i o n r e p o r t m o r e than $15,000 t o t a l o n P a r t V I I I , l i n e s 1 c an d 8a" I f " Y e s , " co mplete Schedule G , P a r I t l l19 D i d th e o r g a n i z a t i o n r e p o r t m o r e than $15,000 o n P a r t V I I I , l i n e 9a? I f " Y e s , " complete Schedule G , P a r t 1 1 12 0 D i d th e o r g a n i z a t i o n operate o ne o r m o r e h o s p i t a l s ? I f " Y e s , " complete Schedule H2 1 D i d th e o r g a n i z a t i o n r e p o r t m o r e than $ 5, 00 0 o n P a r t I X , column ( A ) , l i n e 1 " I f " Y e s , " co mplete Schedule I , P a r t s I an d l I2 2 D i d th e o r g a n i z a t i o n r e p o r t m o r e than $ 5, 00 0 o n P a r t I X , c olumn ( A ) , l i n e 2? I f " Y e s , " co mplete Schedule I , P a r t s I an d I l l23 D i d th e o r g a n i z a t i o n answer 'Yes' t o P a rt V I I , Section A , questions 3, 4 , o r 5" I f " Y e s , " co mplete Schedule J24a D i d th e o r g a n i z a t i o n have a tax-exempt b o n d i s s u e w i t h an outstanding p r i n c i p a l amount o f m o r e than $100,000 as o f th e

l a s t day o f th e y e a r , t h a t was issued a f t e r December 3 1 , 2 0 0 2 ? I f " Y e s , " answer questions 2 4 b -2 4 d a n d co mplete Schedule KI f " N o " , go t o question 2 5

b D i d th e o r g a n i z a t i o n i n v e s t a ny p r o ce ed s o f tax-exempt b o n ds b ey o n d a temporary p e r i o d exception?c D i d th e o r g a ni z a ti o n m a i n ta i n an escrow account other than a r e f u n d i n g escrow at an y time d u r i n g t h e year t o defease

an y tax-exempt b onds ?d D i d t h e o r g a n i z a t i o n a c t as an " o n b e h a l f o f " i s s u e r f o r b o n d s outstanding a t an y time duri ng the year?

2 5a Section 501(c ) ( 3) an d 501(c ) ( 4 ) organizations . D i d th e o r g a n i z a t i o n engage i n an excess b e n e f i t t r a n s a c t i o n w i t h ad i s q u a l i f i e d person d u r i n g t h e year? I f " Y e s , " co mplete Schedule L , P a r t

b D id t he o r g a n i z a t i o n b e c o m e aware t h a t i t had engaged i n an excess b e n e f i t t r a n s a c t i o n w it h a d i s q u a l i f i e d person from ap r i o r year? I f " Y e s , " co mplete Schedule L , P a r t2 6 Was a l o a n t o o r by a c u r r e n t o r former o f f i c e r , d i r e c t o r , t r u s t e e , key employee, h i g h l y compensated employee, o r d i s q u a l i f i e d

person outstanding as o f th e en d o f th e o r g a n i z a t i o n ' s t a x year? I f " Y e s , " complete Schedule L , P a r t l I2 7 D i d th e o r g a n i z a t i o n p ro vide a g r a n t o r o t h e r assistance t o an o f f i c e r , d i r e c t o r , t r u s t e e , ke y employee, o r s u b s t a n t i a l

c o n t r i b u t o r , o r t o a person r el a te d t o such an i n d i v i d u a l ? I f " Y e s , " complete Schedule L , P a r t 1 1 1

83200312-18-08

1 X2 X

34 X

5

6

7

8

91 0

1 1 X

12134a

4b

15

161718 X192 02 12 223

24a24b

24c24d

25a

2 5 b

2 6

2 7Form 990 ( 2 0

3451103 757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A_


4/33

F o r m 9 9 0 2 0 0 8 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a gPart I V Checklist o f Required Schedules ( c o n t i n u e d )

Ye s N28 During th e t a x y e a r , d i d a n y person who i s a c u r r e n t o r former o f f i c e r , d i r e c t o r , t r u s t e e , o r ke y employee:

a Have a d i r e c t business r e l a t i o n s h i p w i t h th e o r g a n i z a t i o n ( o t h e r t ha n a s an o f f i c e r , d i r e c t o r , t r u s t e e , o r employee), o r ani n d i r e c t business r e l a t i o n s h i p through ownership o f m o re than 35% i n another e n t i t y ( i n d i v i d u a l l y o r c o l l e c t i v e l y w i t h o t h e rp e r s o n ( s ) l i s t e d i n P a r t V I I , Section A ) " I f " Y e s , " complet e Schedu le L , P a r t I V 28 a X

b Have a f a m i l y member who had a d i re c t o r i n d i r e c t business r e l a t i o n s h i p w i t h the organization?I f " Y e s , " complete Schedule L , P a r t I V 28 b

c Serve as an o f f i c e r , d i r e c t o r , t r u s t e e , ke y employee, p a r t n e r , o r member o f an e n t i t y ( or a shareholder o f a p r o f e s s i o n a lc o r p o r a t i o n ) doing business w i t h th e o r g a n i z a t i o n ? I f " Y e s , " complete Schedu le L , P a r t IV 28 c29 D i d th e o r g a n i z a t i o n r e c e i v e m o r e than $25,000 i n non-cash c o n t r i b u t i o n s ? I f " Y e s , " c o m p le t e S c he d ul e M 29 X30 D i d th e o r g a n i z a t i o n r e c e i v e c o n t r i b u t i o n s o f a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s , o r q u a l i f i e d conservation

c o n t r i b u t i o n s ? I f " Y e s , " complet e Schedu le M 303 1 D i d th e o r g a n i z a t i o n l i q u i d a t e , t e r m i n a t e , o r d i s s o l v e an d cease operations?

I f " Y e s , " complete Schedule N , P a r t 1 3 132 D id t he o r g a n i z a t i o n s e l l , exchange, dispose o f , o r t r a n s f e r m o r e than 25% o f i t s n e t assets? I f " Y e s , " complete

Schedule N , P a r t 1 1 3233 D i d th e o r g a n i z a t i o n own 100% o f an e n t i t y disregarded as separate from the o r g a n i z a t i o n under Regulations

sections 301 7701-2 a n d 30 1 7 70 13 ? I f " Y e s , " complet e Schedu le R , P a r t I 3334 Was the o r g a n i z a t i o n r e l a t e d t o an y tax-exempt o r t a x a b l e e n t i t y ?

I f " Y e s , " complete Schedule R , P a r t s I l , I l l , I V , a n d V , l i n e 1 34 X35 I s a n y r e l a t e d o r g a n i z a t i o n a c o n t r o l l e d e n t i t y w i t h i n th e m e ani ng o f s e c t i o n 5 1 2 ( b ) ( 1 3 ) ?I f " Y e s , " complete Schedule R , P a r t V , l i n e 2 3536 Section 50 1 ( c ) ( 3) organizations . D i d th e o r g a n i z a t i o n m a k e a n y t r a n s f e r s t o an exe mp t n o n - c h a r i t a b l e r e l a t e d o r g a n i z a t i o n "

I f " Y e s , " complete Schedule R , P a r t V , l i n e 2 3637 D i d th e o r g a n i z a t i o n conduct m o r e than 5% o f i t s a c t i v i t i e s through an e n t i t y t h a t i s n o t a r e l a t e d o r g a n i z a t i o n

an d t h a t i s t r e a t e d as a p a r t n e r s h i p f o r f e d e r a l i nc o me t a x p u r p oses7 I f " Y e s " comp l e t e Schedule R P a r t VI 37Form 990 ( 2 0

83200412-18-084

757957 30125A 2008 . 04051 CITIZENS FOR COMMUNITY VALU 30125A_


5/33

F o r m 9 9 0 ( 2 0 0 8 ) CITIZENS FOR COMMUNITY VALUES 31-1075684I Part V Statements Rega rding O ther IRS F i l i n g s a nd Ta x Compliance

1a E n t e r the number reported i n Box 3 o f Form 1096, Annual Summary and T r a n s m i t t a l o f1S . I n f o r m a t i o n R e t u r n s . E n t e r - 0 - i f n o t a p pl i c ab l e la

b E n t e r the number o f Forms W-2G included i n l i n e 1 a . E n t e r - 0 - i f n o t a p pl i ca b le lbc D i d t he o r g a n i z a ti o n comply w i t h backup withholding r u l e s f o r r e p o r t a b l e payments t o vendors a nd r e p o r t a b l e gaming

( g a m b l i n g ) winnings t o p r i z e winners?2a E n t e r the number o f employees reported on Form W-3, T r a n s m i t t a l o f Wage and Ta x Statements,

f i l e d f o r t h e calendar year ending w i t h o r w i t h i n t h e year covered by t h i s r e t u r n 2ab I f at l e a s t one i s reported on l i n e 2 a , d i d the o r g a n i z a t i o n f i l e a l l r e q u i r e d f e d e r a l employment t a x r e t u r n s ?Note . I f t h e sum o f l i n e s 1 a a nd 2a i s g r e a t e r than 250, you may be r e q u i r e d t o e - f i l e t h i s r e t u r n . ( s e e i n s t r u c t i o n s )

3a D i d the o r g a n i z a t i o n have u n r e l a t e d business gross income o f $1,000 o r more d u r i n g t he yea r covered by t h i s r e t u r n ?b I f " Y e s , " ha s i t f i l e d a Form 990-T f or t hi s year? I f " N o , " provide an e x p l a n a t i o n i n Schedule 0

4a A t any t i m e during t h e calendar y e a r , d i d the o r g a n i z a t i o n have an i n t e r e s t i n , o r a s i g n a t u r e o r o t h e r a u t h o r i t y o v e r , af i n a n c i a l account i n a f o r e i g n country (such as a bank account, s e c u r i t i e s account, o r o t h e r f i n a n c i a l account)?

b I f " Y e s , " e n t e r the name o f t h e f o r e i g n c o u n t r y : N o -See the i n s t r u c t i o n s f o r exceptions and f i l i n g requirements f o r Form TD F 9 0 - 2 2 . 1 , Report o f F o r e i g n Bank a ndF i n a n c i a l Accounts

5a Was t h e o r g a n i za t i o n a p a r t y t o a p r o h i b i t e d t a x s he l t er t r a n s a c t i o n a t any t im e d ur i n g t h e t a x year?b D i d an y t a x a b l e p a r t y n o t i f y the o r g a n i z a t i o n t h a t i t w a s o r i s a p a r t y t o a p r o h i b i t e d t a x s h e l t e r t r a n s a c t i o n ?c I f " Y e s , " t o question 5 a o r 5 b, d i d the o r g a n i z a t i o n f i l e Form 8886-T, D i s c l o s u r e by Tax-Exempt E n t i t y Regarding P r o h i b i t e d

Ta x S h e l t e r Transaction?6a D i d t he o r g a n i z a t i o n s o l i c i t any c o n t r i b u t i o n s t h a t were n o t t a x deductible?b I f ' Y e s , ' d i d the o r g an i za t io n i n c l u de w i t h every s o l i c i t a t i o n an exp ress statement t h a t such c o n t r i b u t i o n s o r g i f t s

were n o t t a x d e d u c t i b l e ' ?7 Organizations t h a t may receive deductible contributions under section 1 7 0 ( c ) .a D i d the o r g a n i z a t i o n provide goods o r s e r v i c e s i n exchange f o r any q ui d pro q uo c o n t r i b u t i o n o f more than $75"b I f " Y es , ' d i d the o r g a n i z a t i o n n o t i f y the donor o f the value o f the goods o r s e r v i c e s provided?c D i d the o r g a n i z a t i o n s e l l , exchange, o r otherwise dispose o f t a n g i b l e personal property f o r which i t w a s r e q u i r e d

t o f i l e F or m 8 2 8 2 ?d I f ' Y e s, ' i n di c at e t h e number o f Forms 8 2 8 2 f i l e d dur ing t he yea r 7de D i d t he o r g a n i z a t i o n , during t h e y e a r , r e c e i v e any funds, d ir ec tl y o r i n d i r e c t l y , t o pa y premiums on a personal

b e n e f i t contract?f D i d t he o r g a n i z a t i o n , d u r i n g the y e a r , pay premiums, d i r e c t l y o r i n d i r e c t l y , on a personal b e n e f i t contract?g F o r a l l c o n t r i b u t i o n s o f q u a l i f i e d i n t e l l e c t u a l p r op e r t y, d i d the o r g a n i z a t i o n f i l e Form 8 8 9 9 as r e q u i r e d )h F o r c o n t r ib u t i o ns o f c a r s , b o a t s , a i r p l a n e s , a nd other v e h i c l e s , d i d the o r g a n i z a t i o n f i l e a Form 1098 -C as required?

8 Section 5 0 1 ( c ) ( 3 ) a nd other sponsoring organizations maintaining donor advised funds a nd section 5 0 9 ( a ) ( 3 )supporting organizations . D i d t he supporting o r ga n i z a ti o n, o r a fund maintained by a sponsoring o r g a n i z a t i o n , haveexcess business holdings a t any time during t h e year?

9 Section 501 ( c ) ( 3 ) a nd other sponsoring organizations maintaining donor advised funds.a D i d the o r g a n i z a t i o n make any t a x a b l e d i s t r i b u t i o n s under s e c t i o n 49 6 6 ?b Di d the organization make a distribution to a d on or , donor advisor, or related person?

1 0 S ec ti on 5 0 1 ( c ) ( 7 ) organizations . Enter: N/Aa I n i t i a t i o n f e e s and c a p i t a l c o n t r i b u t i o n s included on P a r t V I I I , l i n e 12 10ab Gross r e c e i p t s , included on Form 990, P a r t V I I I , l i n e 1 2 , f o r p u b l i c use o f c l u b f a c i l i t i e s 1 0b

1 1 Sec tion 5 0 1 (c ) ( 1 2 ) organizations . E n t e r : N/ Aa Gross income from members o r shareholders 11ab Gross income from o t h e r sources (Do n o t n e t a m ounts due o r p a i d t o o t h e r sources a g a i n s tamounts due or received f rom them) 11b

12a Section 4947( a ) ( 1 ) non - exempt charitable trusts . Is the organization f i l i n g Form 990 i n l i e u of Form 1041?b I f "Yes." e nt e r t h e amount of tax-exemot interest received or accrued dunna th e year N/A ^ 12b

Y es N

1c

2b X

3a3b

4 a

5 a5 b

5 c6a

6 b

7a7b

7 c

7 e7 f77h

8

9a9 b

I

Form 990 ( 2

8320051 2 - 1 8 - 0 85

757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A1


6/33

F o r m 9 9 b ( 2 0 0 8 ) CITIZENS FOR COMMUNITY VALUES 31- 1075684 P a gPart V1 Governance , Management , and Disclosure ( S e c t i o n s A , B , an d C r e q u e s t i n f o r m a t i o n a b o u t p o l i c i e s n o t r e q u i r e d by t h e

I n t e r n a l Revenue Co d e . )Section A. Governin g Bod y an d Manag ement

Ye s NFor each " Y e s " response t o l i n es 2-7b below, an d f o r a "No" response t o l i n e s 8 o r 9b below, descnbe t h e circumstances,processes, o r changes i n Schedule O . See i n s t r u c t i o n s .

1a E n t e r the nu m b er o f v o t i n g m e m b e r s o f the governing body 1a 13b E n t e r the nu m b er o f v o t i n g m e m b e r s t h a t a r e independent 1 b 8

2 D i d an y o f f i c e r , d i r e c t o r , t r u s t e e , o r ke y employee have a f a m i l y r e l a t i o n s h i p o r a business r e l a t i o n s h i p w i t h an y o t h e ro f f i c e r , d i r e c t o r , t r u s t e e , o r key employee? 23 D i d the o r g a n i z a t i o n delegate c o n t r o l over m a n a g e me n t d u t i e s c u s t o m a r i l y performed b y o r under the d i r e c t s u p e r v i s i o n

o f o f f i c e r s , d i re c t o rs o r t r u s t e e s , o r key employees t o a m a n ag e m e n t c om p a n y o r o t h e r person? 34 D i d the o r g a n i z a t i o n m a k e an y s i g n i f i c a n t changes t o i t s o r g a n i z a t i o n a l documents since the p r i o r Form 99 0 w as f i l e d ? 45 D i d the o r g a n i z a t i o n b eco me aware during t h e year o f a m a te r ia l d i v er s i o n o f the o r g a n i z a t i o n ' s assets? 56 Does t h e o r g an i z a t i o n have m e m b er s o r stockholders? 67a Does the o r g a n i z a t i o n have me mbers, stockholders, o r o t h e r persons w ho may e l e c t on e o r more members o f t h e

governing bod y? 7ab Are an y decisions o f the governing bod y s u b j e c t t o approval by me mbers, stockholders, o r o t h e r persons? 7b

8 D i d the o r g a n i z a t i o n contemporaneously document the meetings h e l d o r w r i t t e n a c t i o n s undertaken d u r i n g t h e yearby the f o l l o w i n g

a The governing b o d y ? 8 a Xb Each committee w i t h a ut h o ri t y t o a c t on b e h a l f o f t h e governing b o d y ? 8 b X9a Does the o r g a n i z a t i o n have l o c a l c h a p t e r s , branches, o r a f f i l i a t e s " 9ab I f " Y e s , " does t h e o r g an i z a t i o n have w r i t t e n p o l i c i e s an d procedures governing the a c t i v i t i e s o f such c h a p t e r s , a f f i l i a t e s ,

an d branches t o ensure t h e i r operations a r e c o n s i s t e n t w i t h those o f t h e o r g a n i z a t i o n ? 9b1 0 Was a copy o f t h e F or m 9 90 provided t o the o r g a n i z a t i o n ' s governing bod y before i t w as f i l e d ? A l l o r g a n i z a t i o n s must

describe i n Schedule 0 t h e process, i f a n y , the o r g a n i z a t i o n uses t o r e v i e w the Form 99 0 1 0 X1 1 I s t h e r e an y o f f i c e r , d i re c t o r o r t r u s t e e , o r ke y employee l i s t e d i n P a r t V I I , Section A , who can n ot be r ea ch ed a t the

o r g a n i z a t i o n ' s m a i l i n g a d d r e s s ' ? I f " Y e s " p r o v i d e t h e n a m es an d addresses i n Schedule 0 1 1Section B . P o l i c i e s12a Does the o r g a n i z a t i o n have a w r i t t e n c o n f l i c t o f i n t e r e s t p o l i c y ? I f " N o , " g o t o l in e 13

b A re o f f i c e r s , d i r e c t o r s o r t r u s t e es , an d key employees r e q u i r e d t o d i s c l o s e a n n ua l l y i n t e r e s t s t h a t could g i v e r i s et o c o n f l i c t s ?

c Does the o r g a n i z a t i o n r e g u l a r l y an d c o n s i s t e n t l y monitor an d enforce compliance w i t h the p o l i c y ? I f " Y e s , " describei n Schedule 0 how t h i s i s done1 3 Does the o r g a n i z a t i o n have a w r i t t e n whistleblower p o l i c y ?1 4 Does the o r g a n i z a t i o n have a w r i t t e n document r e t e n t i o n an d d e s t r u c t i o n p o l i c y ?1 5 D i d the process f o r determining compensation o f the f o l l o w i n g persons i n c l u d e a review and approval b y independent

persons, c o m p a r a b i l i t y d a t a , an d contemporaneous s u b s t a n t i a t i o n o f t h e d e l i b e r a t i o n an d d e c i s i o n :a The o r g a n i z a t i o n ' s CEO, Executive D i r e c t o r , o r top m a n a g e me n t o f f i c i a l ?b Other o f f i ce r s o r ke y employees o f t h e o r g a n i z a t i o n "

Describe the process i n Schedule O . ( s e e i n s t r u c t i o n s )1 6 a D i d the o r g a n i z a t i o n i n v e s t i n , c o n t r i b u t e assets t o , o r p a r t i c i p a t e i n a j o i n t venture o r s i m i l a r arrangement w i t h a

taxable e n t i t y d u ri n g t h e year"b I f " Y e s , ' ha s the o r g a n i z a t i o n adopted a w r i t t e n p o l i c y o r procedure r e q u i r i n g the o r g a n i z a t i o n t o evaluate i t s p a r t i c i p a t i o n

i n j o i n t venture arrangements under a p p l i c a b l e f e d e r a l t a x l a w , an d taken steps t o safeguard the o r g a n i z a t i o n ' s

Ye s N12a X

12b X

12c X13 X14 X

15a1 5 b

1 6 a

Section C . Disclosure17 L i s t the s t a t e s w i t h which a copy o f t h i s Form 99 0 i s r e q u i r e d t o b e f i l e d "OH18 Section 610 4 r e q u i r e s an o r g a n i z a t i o n t o m a k e i t s F or ms 1 02 3 ( o r 1024 i f a p p l i c a b l e ) , 990, an d 99 0 T ( 5 0 1 ( c ) ( 3 ) s o n l y ) a v a i l a b l e f o r

p u b l i c i n s p e c t i o n . I n d i c a t e how y ou m a k e these a v a i l a b l e Check a l l t h a t a p p l y .Own website LX Another's website E X I Upon request

19 Describe i n Schedule 0 whether ( and i f so , how), the o r g a n i z a t i o n m a k es i t s governing documents , c o n f l i c t o f i n t er e st p o l i c y , an d f i n a n c i a lstatements a v a i l a b l e t o t h e p u b l i c .

20 State the name , p h y s i c a l address , an d telephone nu m b er o f t h e person who possesses the books an d records o f the o r g a n i z a t i o n : ^CHRIS KERBER - 513-733-577511175 READING RD, SUITE 103, CINCINNATI, OH 45241

1 21 1 3 2 00 6 Form 990 ( 26



7/33

F o r m 9 9 6 2 0 0 8 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a g[ Part V I [ Compensation o f O f f i c e r s , Directors , Trustees , Key Employees, Highest Compensated

Employees , a nd Independent ContractorsSection A . O f f i c e r s , Directors , Trustees , Ke y Employees , a nd Highest Compensated Employees1 a Complete t h i s t a b l e f o r a l l persons r e q u i r e d t o be l i s t e d . Use Schedule J - 2 i f a d d i t i o n a l space i s needed.

L i s t a l l o f th e o r g a n i z a t i o n ' s current o f f i c e r s , d i r e c t o r s , t r u s t e e s (whether i n d i v i d u a l s o r o r g a n i za t i o n s) , r e g a r d l e s s o f amount o f compensation,and current key employees. E n t e r - 0 - i n columns ( D ) , ( E ) , and ( F ) i f no compensation w a s p a i d .

L i s t t h e o r g a n i z a t i o n ' s f i v e current h i g h e s t compensated employees ( o t h e r than an o f f i c e r , d i r e c t o r , t r u s t e e , o r key employee) who r e c e i v e dr e p o r t a b l e compensation (Box 5 o f Form W-2 and/or B ox 7 o f Form 1099-MISC) o f more than $100,000 from the o r g a n i z a t i o n and any r e l a t e do r g a n i z a t i o n s .

L i s t a l l o f th e o r g a n i z a t i o n ' s former o f f i c e r s , key employees, and h i g h e s t compensated employees who r e c e i v e d more than $100,000 o fr e p o r t a b l e compensation from t h e o r g a ni z a t i o n and any r e l a t e d o r g a n i z a t i o n s .

L i s t a l l o f the o r g a n i z a t i o n ' s former directors o r trustees t h a t r e ce i v e d, i n t h e capacity as a former d i r e c t o r o r t r u s t e e o f th e o r g a n i z a t i o n ,more than $10,000 o f r e p o r t a b l e compensation from the o r g a n i z a t i o n and any r e l a t e d o r g a n i z a t i o n s .L i s t persons i n the f o l lo w i n g o r de r : i n d i v i d u a l t r u s t e e s o r d i r e c t o r s ; i n s t i t u t i o n a l t r u s t e e s ; o f f i c e r s ; key employees; h i g h e s t compensated employees;and former such persons.=heck t h i s box i f t h e o r g a ni z a t i o n d i d n o t compensate anv o f f i c e r . d i r e c t o r . t r u s t e e . o r kev emolovee.

( A ) ( B ) ( C ) (D ) ( E ) ( F )Name and T i t l e Average P o s i t i o n Reportable Reportable Estimated

hours (check a l l t h a t apply ) compensation compensation amount o fper from from r e l a t e d o t h e rweek the o r g a n i z a t i o n s compensatio

s o r g a n i z a t i o n (W-2/1099-MISC) from the(W2/1099-MISC) o r g a n i z a t i o n

o and r e l a t e dc

aQ o r g a n i z a t i o ni i ^ ^ zE

PHIL BURRESSPRESIDENT 50.00 X X X 110 558. 0. 7,265MIKE ELLISONBOARD MEMBER 0.50 X 0. 0 .KEN TAYLORTREASURER 0.50 X X 0. 0.DON LAMBERTCHAIRMAN 0.50 X X 0. 0.REV CLYDE MILLERASSISTANT SECRETARY 0.50 X X 0. 0.JOSEPH L TRAUTH, JR., ESBOARD MEMBER 0.50 X 0. 0.REV. MARK FULLERBOARD MEMBER 0.50 X 0. 0.ERICK VAILBOARD MEMBER 0.50 X 0. 0.DR. RONALD MEEKSBOARD MEMBER 0.50 X 0. 0.JOE PLATTBOARD MEMBER 0.50 X 0. 0.ROGER WEAVERVICE CHAIRMAN 0.50 X X 0. 0.MELODY MORRISBOARD MEMBER 0.50 X 0. 0.SALLY ALSPAUGHSECRETARY 0.50 X X 0. 0.ALEX TORNEROBOARD MEMBER 0.50 X 0. 0.DAVID L. MILLERVP-PUBLIC POLICY 50.00 X 67 , 460. 0. 9 , 31JERRY LYONVP-OPERATIONS 50.00 X 65 , 632. 0. 7 , 95

8 3 2 0 0 7 1 2 - 1 8 - 0 8 Form 990 ( 2 0451103 757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A1


8/33

F o r m 9 9 b ( 2 0 0 8 ) CITIZENS FOR COMMUNITY VALUES 31-1075684 PagFPatV1 SectionA. OffiCP_rs_ Dirpetnrs Truus}PP_C KPvFmnInvceCandHInhPCtDnninensateldFmnlnvees(rnnt niier1I

( A )Name and t i t l e

( B )Averagehours

( C )P o s i t i o n

(check a l l t h a t a p p l y )( D )

Reportablecompensation

( E )Reportable

compensation( F )

Estimatedamoun t o f

perweek

C

sY

g=

fromt h e

o r g a n i z a t i o n(W2/1099MISC)

from r e l a t e do r g a n i z a t i o n s

(W2/1099MISC)o t h e r

compensatiofrom th e

o r g a n i z a t i oan d r e l a t e d

organization

1 b T o t a l ^ 243 650. 0. 24,532 T o t a l number o f i n d i v i d u a l s ( i n c l u d i n g those i n 1 a ) who received more than $100,000 i n r e p o r t a b l e

3 Did t h e o r ga n i za t i on l i s t an y former o f f i c e r , d i re c to r o r t ru s te e, key employee, o r h i g h e s t compensated employee onl i n e 1 a? I f " Y e s , " com p lete Schedu le J f o r s u ch i n d i v i d u a l 34 For an y i n d i v i d u a l l i s t e d on l i n e 1 a , i s th e sum o f r e p o r t a b l e compensation and o t h e r compensation from t h e o r g a n i z a t i o n

an d r e l a t e d o r g a n i z a t i o n s g r e a t e r than $150,000? I f " Y e s , " com p lete Schedu le J f o r s u ch i n d i v i d u a l 45 Did a ny p er so n l i s t e d on l i n e 1 a r e c e i v e o r accrue compensation from an y u n r el a t ed o r g an i z at i o n f o r s e r v i c e s rendered t o

th e o r g a n i z a t i o n ? I f " Y e s " comp l e t e Schedule J f o r s u ch p erson 5Section B . Independent Contractors1 Complete t h i s table f o r your f i v e highest compensated independent con tract ors that received more t h an $100,000 o f compensation f r o m

t ha nrnanvatinn NONE( A )

Name and business a ddre ss ( B )D e s c r i p t i o n o f s e r v i c e s ( C )Compensation

2 T o t a l number o f independent contractors ( i n c l u d i n g those i n 1 ) who r e c e i v e d more than $100,000 i n compensationfrom th e o r g a n i z a t i o n 1 0 ' 0

F o r m 990 ( 2832008 12-18-08



9/33

Form 990 2 008 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a gP a ^ ' t V l l l Statement o f Revenue

( A ) ( B ) ( C ) ( D )T o t a l revenue Related o r Unrelated Revenueexcluded froexempt f u n c t i o n business t a x under

revenue revenue sections 512513, o r 5 1 4W 1 a Federated campaigns to

o b Membership dues l b0 - E c F u n d r a i s i n g events 1 c5.2 d Related o r g a n i z a t i o n s 1 dV ) E

ye Government grants ( c o n t r i b u t i o n s ) l e

f A l l o t h e r c o n t r i b u t i o n s , g i f t s , g r a n t s , a n do s i m i l a r amounts n o t i n c l u d e d a b o v e i f 1 , 1 8 2 , 10 6 .UC 9 Noncash contnbutions included in lines t o-1 t $ 315 , 0 3 1 .

f 0 h Total . Ad d l i n e s 1 a - 1 f ^ 1182106.Business Code

2abCdEo w d

o ea f A l l o t h e r program s e r v i c e revenue

T o t a l . Add l i n e s 2 a - 2 f ^3 Investment income ( i n c l u d i n g d i v i d e n d s , i n t e r e s t , an do t h e r s i m i l a r a m o u n t s ) ^ 4,848. 4,848

4 Income from investment o f tax-exempt bond proceeds ^5 R o y a l t i e s ^

( i ) Real a Personal6 a Gross Rents

b L e s s : r e n t a l expensesc R e n t a l income o r ( l o s s )d Net r e n t a l income o r ( l o s s ) ^

7 a Gross amount from s a l e s o f ( i ) S e c u r i t i e s n Othera s s e t s o t h e r t h a n i n v e n t o r y 1,000 .

b L e ss . c o st o r o t h e r b a s i san d s a l e s expenses 3, 5 6 8 . _c Gain o r ( l o s s )


10/33

F o r m 9 9 0 ( 2 0 0 8 ) CITIZENS FOR COMMUNITY VALUES 31-1075684 P a ePart I X Statement o f Functional Expenses

Sec t i o n 50 1 ( c ) ( 3 ) and 50 1 ( c ) ( 4 ) o r g a n iz a t i o n s must complete al l columns.A l l o ther o rganizati ons must complete c o l u m n ( A ) b ut a re no t required t o complete c o l u m ns ( B ), ( C ), a nd ( D ) .

Do no t include am o u n ts reported on l i n e s 6b ,7 b , 8b , 9 b , a nd 10b o f P a r t V I I I .

( A )T o t a l expenses ( B )Program s e r v i c eex penses( C )Management a ndg e n e r a l eenses

D )Fun r a i s i n gex p enses1 G r a n t s a n d o t h e r a s s i s t a n c e t o governments a n d

o r g a n i z a t i o n s i n t h e U S See P a r t I V , l i n e 2 1 2 , 000 . 2,000.2 Grants a nd o t h e r assistance t o i n d iv i du a l s i n

t h e U S . See P a r t I V , l i n e 223 Grants a nd other assistance t o governments,o r g a n i z a t i o n s , a nd i n d i v i d u a l s outside the U . S .Se e P a r t IV , l i n e s 15 a nd 16

4 B e n e f i t s p a i d t o o r f o r members5 Compensation o f c u r r e n t o f f i c e r s , d i r e c t o r s ,

t r u s t e e s , a nd key employees 243,650. 186 , 789. 27 F 227. 29,6346 Compensation n o t i n c l u d e d a b o v e t o d i s q u a l i f i e d

p e r s o n s ( a s d ef i ne d u n d e r s e c ti o n 4 9 5 8 (f ) ( 1 )) a n dp e r s o n s d e s c r i b e d i n s e c t i o n 4 9 5 8 ( c ) ( 3 ) ( 8 )

7 Other s a l a r i e s a nd wages 166, 001. 79,378. 62,565. 24, 058 P e n s i o n p l a n c o n t r i b u t i o n s ( i n c l u d e s e c t i o n 4 0 1 ( k )

a n d s e c t i o n 4 0 3 ( b ) e m p l o y e r c o n t r i b u t i o n s )9 Other employee b e n e f i t s 45,874. 29 , 980. 9 , 835. 6 , 05

10 P a y r o l l taxes 31 , 065. 20 , 115. 6 8 8 9. 4 , 061 1 Fees f o r s e r v i c e s ( non-employees):

a Managementb L e g a l 47 , 204. 43,537. 3 , 667.c A c c o u n t i n g 10 , 272. 10 , 272.d Lobbyinge P r o f e s s i o n a l f u n d ra i s i ng s e rv i c es S e e P a rt I V , l i n e 1 7f Investment management f e e sg Other

1 2 A d v e r t i s i n g and p r o m o t i o n 115,720. 115,720.1 3 O f f i c e e x p e n s e s 9 , 409. 6,363. 2 , 629. 4114 I n f o r m a t i o n technology15 R o y a l t i e s1 6 O c c u p a n c y 20,202. 16 , 013. 3,101. 1,081 7 T r a v e l 28 , 808 . 26 , 663. 1 027. 1 , 1118 Paymen ts o f t r a v e l o r entertainment expenses

f o r any f e d e r a l , s t a t e , o r l o c a l p u b l i c o f f i c i a l s19 Conferences , conventions , a nd meetings 4,721. 4 115. 79. 5220 I n t e r e s t2 1 Paymen ts t o a f f i l i a t e s22 D e p r e c i a t i o n , d e p l e t i o n , a nd a m o r t i z a t i o n 9 , 850. 48. 9 , 802 .2 3 I n s u r a n c e 3 , 738. 3,029. 672 . 324 O t h e r e x p e n s e s I t e m i z e e x p e n s e s n o t c o v e r e da b o v e ( E x p en s e s g r o u p e d t o g e t h e r a n d l a b e l e d

m i s c e l l a n e o u s ma y n o t e x c e e d 5% o f t o t a le x p e n s e s shown o n l i n e 2 5 b e l o w

a CONTRACT SERVICES 133 593. 105 640. 9 , 078. 18,87b PRINTING 76 , 686. 59 , 438. 286. 16,96c PERIODIC EVENT COSTS 52 , 185. 52 , 185.d POSTAGE 38 , 333. 27 , 957. 6 , 103. 4,273e SPECIAL EVENTS- INDIREC 19,449. 4 , 862. 14 , 58f A l l other expenses 51 , 204. 30 , 852. 16 , 439. 3 , 91

25 T o t a l f u n c t i o n a l e x p e n s e s Add l i n e s 1 t h r o u g h 2 4 f 1,109 , 964. 814 , 684. 169 , 671. 125,6026 J o i n t C o s t s Check h e r e ^ EJ i f f o l l o w i n g

SO P 9 8 - 2 C o m p l e t e t h i s l i n e o n l y i f t h e o r g an i z a ti o nr e p o r t e d i n column ( B ) j o i n t c o s t s f r o m a combinede d u c a t i o n a l c a m p a i g n a n d f u n d r a i s i n s o l i c i t a t i o n

8 3 2 0 1 0 1 2 - 1 8 - 0 8 Form 990 ( 2 010

757957 30125A 2008 .04051 CITIZENS FOR COMMUNITY VALU 30125A1


11/33

F o r m 9 9 0 2 0 0 8 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a ePart X Balan ce Sheet

( A ) ( B )Beginning o f year En d o f year1 Cash - n o n - i n t e r e s t - bearing 78,466 . 1 92 , 982 Savings a nd t e mp o ra r y c a sh investments 276 , 437. 2 272,7923 Pledges a nd grants r e c e i v a b l e , n e t 14,213. 3 11,4544 Accounts receiv able, net 45 Receivables from c u r r e n t a nd former o f f i c e r s , d i r e c t o r s , t r u s t e e s , ke y

employees , o r o t h e r r e l a t e d p a r t i e s . Complete P a r t I I o f Schedule L 56 Receivables from o t h e r d i s q u a l i f i e d persons ( as defined under s e c t i o n4958 ( 0 ( 1 ) ) and persons described i n s e c t i o n 4958 ( c ) ( 3 ) ( B ) . CompleteP a r t 1 1 o f Schedule L 6

7 Notes and l o a n s r e c e i v a b l e , n e t 11,989. 7 1 , 118 I n v e n t o r i e s f o r s al e o r use 89 Prepaid e x pe nse s a nd deferred charges 9 00. g 2,540

10 a Land , b u i l d i n g s , a nd e qu i pm e nt : cost b a s i s 10a 105,246.b Less : accumulated d e p r e c i a t i o n . Complete

P a r t V I ofScheduleD l o b 71 , 187. 23 , 513. 1 o c 34 , 051 1 Investments p u b l i c l y traded s e c u r i t i e s 1 112 Investments o t h e r s e c u r i t i e s . See P a r t I V , l i n e 1 1 1213 Investments - program - r e l a t e d . Se e P a r t I V , l i n e 1 1 1314 I n t a n g i b l e assets 1415 Other assets . See P a r t I V , l i n e 1 1 2 , 158 . 15 2,15816 T o t a l assets . Add l i n e s 1 t h r o u g h 15 must e q u a l l i n e 34 407 , 676. 16 417 , 1017 Accounts payable and accrued expenses 113,144. 17 44,67318 G r a nts p a ya bl e 1819 Deferred revenue 1920 Ta x - exempt b o n d l i a b i l i t i e s 20

U ) 2 1 Escrow account l i a b i l i t y . Complete P a r t I V o f Schedule D 2 122 Payables t o c u r r e n t and former o f f i c e r s , d i r e c t o r s , t r u s t e e s , ke y employees,

9 h i g h e s t compensated emplo yees , a nd d i s q u a l i f i e d persons . Complete P a r t I Io f Schedule L 22

23 S e cu r ed m o rt g a g es a nd notes payable t o unrelated t hi rd p a r ti e s 2324 Unsecured notes and loans payable 2425 Other l i a b i l i t i e s Complete P a r t X o f Schedule D 2526 Total l i a b i l i t i e s . Add l i n e s 17 t h r o u g h 25 113 144 . 2 6 4 4 6 7

O r g a n i z a t i o ns that follow SFAS 117, check he r e ^ and completel i n e s 27 through 2 9 , a nd l i n e s 33 a nd 3 4 .

2 7 U n r e s t r i c t e d n e t a s s e t s 280 , 319. 27 360 , 98m 28 Temporarily r e s t r i c t e d n e t assets 14,213. 28 11 , 45

29 Permanently r e s t r i c t e d n e t assets 29L L Organizations t h a t do no t f ollo w SFAS 117, check here ^ Elando complete lines 30 through 34.U )y 30 C a p i t a l stock o r t r u s t p r i n c i p a l , o r c u r r e n t funds 30

3 1 Paid - i n o r c a p i t a l s u r p l u s , o r l a n d , b u i l d i n g , o r equipment fund 3 132 Retained earnings , endo wm ent , accumulated income , o r o t h e r funds 32

Z 3 3 T ot al n et a s s e t s o r f u n d b a l a n c e s 294 , 532. 3 3 372,43434 T o t a l l i a b i l i t i e s and n e t assets / f und b a l a nces 407 , 676. 34 417 , 10

Part Al

1 Accounting method used t o prepare th e F or m 9 90 :0ash Mccrual =ther2a Were th e o r g a n i z a t i o n ' s f i n a n c i a l state me nts compil ed o r r e vi ewed b y an independent accountant? 2a Xb Were th e o r g a n i z a t i o n ' s f i n a n c i a l statements audited b y an independent accountant? 2bc I f 'Yes " t o l i n e s 2a o r 2 b , does th e o r g a n i z a t i o n have a committe e t h a t assumes r e s p o n s i b i l i t y f o r o v e r s i g h t o f the a u d i t ,

review , o r compilation o f i t s f i n a n c i a l statements a nd s e l e c t i o n o f an independent accountant? 2c X3a As a r e s u l t o f a f e d e r a l award , was the o r g an i z at i o n r e q ui r e d t o undergo an a ud it o r a u d i t s as s e t f o r t h i n th e S i n g l e A u d i t

Ac t and OMB C i r c u l a r A 133? 3ab I f "Yes , " d i d th e o r g a n i z a t i o n under go t h e r e qu i re d a ud it o r a u d i t s ? 3b

8 32 01 1 12 -18 - 08 Form 990 ( 2 011



12/33

.SCHEDULEA P ub li c C ha ri t y Status a nd Public Support(Form 990 or 990-EZ) To be completed by a l l section 5 0 1 ( c ) ( 3 ) organizations a nd section 4 9 4 7 ( a ) ( 1 )

nonexempt charitable t r u s t s .I n t e r n a lD e p a r t m e n tRevenuet h eS e r v i c ec eT r e a s u r y I I I , A t t a c h to Form 990 or Form 990-EZ. 1 0 , See sep a r a te instructions.

OMB No 1545-0047

2008Open 10 Public

Inspect*"Name o f t h e o r g a n i z a t i o n Employer i d e n t i f i c a t i o n numb

CITIZENS FOR COMMUNITY VALUES 31-1075684Reason fo r Public Charity Status ( A l l o r g a n i z a t i o n s must complete t h i s p ar t. ) ( s e e i n s t r u c t i o n s )

Th e o r g a n i z a t i o n i s n o t a p r i v a t e foundation be c au se i t i s : ( P l e a s e check o n l y on e o r g a n i z a t i o n . )1 A church, convention o f churches, o r a s s o c i a t i o n o f churches described i n section 1 7 0 ( b ) ( 1 ) ( A ) ( i ) .2 A school described i n section 17 0 ( b ) ( 1 ) ( A ) ( i i ) . ( A t t a c h Schedule E . )3 A h o s p i t a l o r a cooperative h o s p i t a l s e r v i c e o r g a n i z a t i o n described i n section 17 0 ( b ) ( 1 ) ( A ) ( i i i ) . ( A t t a c h S c he du l e H )4 A medical research o r g a n i z a t i o n operated i n conjunction w i t h a h o s p i t a l described i n section 17 0 ( b ) ( 1 ) ( A ) ( i i i ) . E n t e r th e h o s p i t al ' s name,

c i t y , and s t a t e :5 An o r g a n i z a t i o n operated f o r th e b e n e f i t o f a c o l l e g e o r u n i v e r s i t y owned o r operated b y a governmental u n i t described i n

section 17 0 ( b ) ( 1 ) ( A ) ( i v ) . (Complete P a r t I I )6 A f e d e r a l , s t a t e , o r l o c a l government o r governmental u n i t described i n section 17 0 ( b ) ( 1 ) ( A ) ( v ) .7 EX An o r g a n i z a t i o n t h a t n o r ma l l y r e ce i v e s a s u b s t a n t i a l p a r t o f i t s support from a go vernmental u n i t o r from t h e general p u b l i c described i n

section 17 0 ( b ) ( 1 ) ( A ) ( v i ) . (Complete P a r t I I . )8 A community t r u s t described i n section 17 0 ( b ) ( 1 ) ( A ) ( v i ) . (Complete P a r t I I )9 An o r g a ni z a t i o n t h at n o r m a l l y r e c e i v e s : ( 1 ) more than 3 3 1/3% o f i t s support from c o n t r i b u t i o n s , membership fees , and gross r e c e i p t s fr

a c t i v i t i e s r e l a t e d t o i t s exempt f u n c t i o n s - subject t o c e r t ai n e x c e p t i o n s , and ( 2 ) no more than 3 3 1/3% o f i t s s u pport f rom gross investmeincome and u n r e l a t e d business t a x a b l e income ( l e s s s e c t i o n 511 t a x ) from businesses acquired by th e o r g a n i z a t i o n a f t e r June 3 0 , 1975.See section 509(a ) ( 2 ) . (Complete th e P a r t I I I . )

10 An o r g a n i z a t i o n organized a nd operated e x c l u s i v e l y t o t e s t f o r p u b li c s a f et y . See section 5 0 9 ( a ) ( 4 ) . ( s e e i n s t r u c t i o n s )1 1 An o r g a n i z a t i o n organized and operated e x c l u s i v e l y f o r th e b e n e f i t o f , t o perform t h e f u n c t i o n s o f , o r t o c a r r y ou t t he purposes o f on e o r

more p u b l i c l y supported o r g a n i z a t i o n s described i n s e c t i o n 509(a ) ( 1 ) o r s e c t i o n 5 0 9 ( a ) ( 2 ) See section 509(a ) ( 3 ) . C h e c k th e b ox t h a tdescribes t h e type o f supporting o r g a n i z a t i o n a nd complete l i n e s 11 e through 1 1 ha=y pe I b0y pe I I c0ype I I I - F u n c t i o n a l l y i n t e g r a t e d d0ype I I I -Other

e0y checking t h i s b o x , I c e r t i f y t h a t th e o r g a n i z a t i o n i s n o t c o n t r o l l e d d i r e c t l y o r i n d i r e c t l y by on e o r more d i s q u a l i f i e d persons o t h e r thanfoundation manage rs and other than on e o r more p u b l i c l y supported o r g a n i z a t i o n s described i n s e c t i o n 5 0 9 ( a ) ( 1 ) o r s e c t i o n 5 0 9 ( a ) ( 2 ) .

f I f th e o r g a n i z a t i o n received a w r i t t e n determination from t he IR S t h a t i t i s a Type I , Type I I , o r Type I I Isupporting o r g a n i z a t i o n , check t h i s box

g Since August 1 7 , 2006, has th e o r g a n i z a t i o n a c c e pt e d a ny g i f t o r c o n t r i b ut i o n from any o f th e f o l l o w i n g persons,( i ) A person who d i r e c t l y o r i n d i r e c t l y c o n t r o l s , e i t h e r alone o r together w i t h persons described i n ( I I ) and ( I I I ) below, Ye s

th e governing body o f th e supported organization? 1( i i ) A f a m i l y member o f a person described i n ( I ) above?( i i i ) A 35% c o n t r o l l e d e n t i t y o f a person described I n ( I ) o r ( u ) above "

h Provide t h e f o l l o w i n g i n f o r m a t i o n about th e organizations t h e o r g a n i z a t i o n supports.

( i ) Name o f s u p p o r t e do r g a n i z a t i o n

( I I ) E I N ( i i i ) T y p e o fo r g a n i z a t i o n( d e s c r i b e d o n l i n e s 1 - 9a b o v e o r I R C s e c t i o n

i v ) I s t h e o r g a n i z a t i o ni n c o l ( I ) l i s t e d i n y o u rg o v e r n i n g document"

( v ) D i d y o u n o t i f y t h eo r g a n i z a t i o n i n c o l

( i ) o f y o u r s u p p o r t ?( v i ) I s t h eo r g a n i z a t i o n i n c o l

( ) o r gUSed i n t h e( e l l ) Amount o f

s u p p o r t

( s e e i n s t r u c t i o n s ) ) Ye s No Ye s No Ye s No

T o t a lLHA For P r i v a c y Ac t and Paperwork Reduction Act Not i c e , see t h e Instructions for Form 990 . Schedule A (Form 990 or 990 - E Z) 2

8 3 2 0 21 1 2- 17 - 0 8 12757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A_


13/33

S c h e d u l e A ( Form 990 o r 9 9 0 E 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684 Pa gP a r t 1 1 Support Schedule for Organizations Described i n Sections 1 7 0 ( b ) ( 1 ) ( A ) ( i v ) and 1 7 0 ( b ) ( 1 ) ( A ) ( v i )

( C o m p l e t e o n l y i f y o u checked t h e box o n l i n e 5 , 7 , o r 8 o f P a r t I . )Section A. Publ i c SupportCalendar year (o r f i s c a l y e a r b e g i n n i n g i n ( a ) 2 0 0 4 ( b ) 2 0 0 5 c 2 0 0 6 2 0 0 7 ( e ) 2 0 0 8 T o t a l

1 G i f t s , g r a n t s , c o n t r i b u t i o n s , a ndmembership f e e s r e c e i v e d . (Do n o tinclude a ny "unusual grants 1 , 425 , 841. 1 , 216 , 145* 1 , 643 , 7 4 9 . 744 ,758. 1 182 106. 6 212 5

2 Ta x revenues l e v i e d f o r t h e organ-i z a t i o n ' s b e n e f i t a nd e i t h e r p a i d t oo r expended on i t s b e h a l f

3 Th e value o f s e r v i c e s o r f a c i l i t i e sf u r n i s h e d by a governmental u n i t t othe o r g a n i z a t i o n w i t h o u t charge

4 Total. Add l i n e s 1 3 1 , 425 , 841. 11216,145. 11643,749. 7 4 4 , 7 5 8 . 1 , 182 , 106. 6 , 212 , 55 Th e p o r t i o n o f t o t a l c o n t r i b u t i o n s

by each person ( o t h e r th an agovernmental u n i t o r p u b l i c l ysupported o r g a n i z a t i o n ) includedon l i n e 1 t h a t exceeds 2% o f theam ount shown on l i n e 1 1 ,column ( f ) 2 , 782 , 3

6 Public Su ppo r t . Subtract l i n e 5 f ro m l i n e 4 3 , 430 , 2Section B . Total SupportCalendar y e a r ( o r f i s c a l y e a r b e g i n n i n g i n ) '

7 Amounts from l i n e 48 Gross income from i n t e r e s t ,

d i v i d e n d s , payments received ons e cu r i t i es l o a ns , r e nt s , r o y a lt i esa nd income from s i m i l a r sources

9 Net income from u n r e l a t e d businessa c t i v i t i e s , whether o r n o t thebusiness i s r e g u l a r l y c a r r i e d on

10 Other income Do n o t i n cl ud e g a i no r l o s s from the s a l e o f c a p i t a lassets ( E x p l a i n i n P a r t I V . )1 1 Total support . Add l i n e s 7 t h r o u g h 1 0

12 Gross r e c e i p t s from r e l a t e d a c t i v i t i e s , e t c . ( s e e i n s t r u c t i o n s ) 12 30 , 6613 F i r s t f i v e years . I f the F or m 9 90 i s f o r th e o r g a n i z a t i o n ' s f i r s t , second, t h i r d , f o u r t h , o r f i f t h t a x yea r a s a s e c t i o n 50 1 ( c ) ( 3 )

l o p ,section G. computation of Nubllc Support Percentage14 P u b l i c support percentage f o r 2 0 0 8 ( l i n e 6 , column ( f ) d i v i d e d by l i n e 1 1 , column ( f ) ) 14 5 4 . 4 85 P u b l i c support percentage from 2 0 0 7 Schedule A , P a r t I V - A , l i n e 26f 1 4 9 . 0 9

16a 33 1 / 3% support t e s t - 2 0 0 8 . I f th e o r g a n i z a ti o n d i d n o t check the bo x on l i n e 1 3 , a nd l i n e 14 i s 33 1/3% o r more, check t h i s bo x a ndstop here . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n l o , O

b 33 1 / 3% support t e s t - 2007. I f t he o r g a ni z a t i o n d id n o t check a bo x on l i n e 13 o r 1 6 a , a nd l i n e 15 i s 33 1/3% o r more, check t h i s bo xand stop here . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n ^E

17 a 10 % - facts-and - circumstances t e s t - 2 0 0 8 . I f the o r g a n i z a t i o n d i d n o t check a bo x on l i n e 1 3 , 1 6 a , o r 16b, a nd l i n e 14 i s 10% o r more,a nd i f the o r g a n i z a t i o n meets the 'fa cts-and-circumstances" t e s t , check t h i s bo x a nd stop here . E x p l a i n i n P a r t I V how t he o r g a n i z a t i o nmeets the "facts-and-circumstances" t e s t . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n ^

b 10% - f a c t s - and-circumstances t e s t - 2007. I f th e o r g a n i z a t i o n d id n o t check a bo x on l i n e 1 3 , 1 6 a , 1 6 b , o r 1 7 a , a nd l i n e 15 i s 10% o rmore, a nd i f the o r g a n i z a t i o n meets the "facts-and-circumstances' t e s t , check t h i s bo x a nd stop here . E x p l a i n i n P a r t I V how theo r g a n i z a t i o n meets th e 'facts-and-circumstances" t e s t . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n ^0

18 P r i v a t e foundation . I f the o r g a n i z a t i o n d i d n o t check a bo x on l i n e 1 3 . 1 6 a . 1 6 b . 1 7a . o r 17b. check t h i s bo x a nd see i n s t r u c t i o n s ^Schedule A ( Fo rm 9 9 0 or 9 9 0 -EZ) 2

( a ) 2 0 0 4 ( b ) 2 0 0 5 c 2 0 0 6 2 0 0 7 ( e ) 2 0 0 8 T o t a l1 , 425 , 841. 1 , 216 , 145. 1 , 643 , 749. 744, 758. 1 , 182 , 106 . 6 , 212 , 5

4 , 820 . 1F398. 11,664. 10,676. 4 , 848 . 33 40

4 0 75. 16 , 612. 17 9 66. 5 434. 6 3 2 0 . 50,406 296 4

8 3 2 0 2 212-17-08 13757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A_


14/33

Schedule A ( F or m 9 90 o r 9 9 0 - E Z Z ) 2008 Pa g1 P a r t I I I S u pp o r t Schedule for Organizations Described i n S e c t i on 509( a ) ( 2 ) ( C o m p l e t e o n l y i f y o u c h e c k e d t h e b o x o n l i n e 9 o f P aS e c t i on A. Public S u pp o r tCalendar year ( o r f i s c a l y e ar b e g i nn i n g ( a ) 2 0 0 4 ( b ) 2 0 0 5 ( c ) 2 0 0 6 ( c Q 2 0 0 7 ( e ) 2 0 0 8 T o t a l

1 G i f t s , g r a n t s , c o n t r i b u t i o n s , andm e mbership f e e s r e c e i v e d . (Do n o ti n c l u d e any 'unusual g r a n t s " )

2 Gross r e c e i p t s from admissions,merchandise s o l d o r s e r v i c e s p e r -formed, o r f a c i l i t i e s f u r n i s h e d i nany a c t i v i t y t h a t i s r e la t e d t o th eo r g a n i z a t i o n ' s tax-exempt purpose

3 Gross r e c e i p t s from a c t i v i t i e s t h a ta r e n o t an u n r e l a t e d t r a d e o r b u s -i n e s s under s e c t i o n 51 3

4 Tax revenues l e v i e d f o r th e o r g a n -i z a t i o n ' s b e n e f i t and e i t h e r p a i d t oo r expende d on i t s b e h a l f

5 Th e v a l u e o f s e r v i c e s o r f a c i l i t i e sf u r n i s h e d by a governmental u n i t t oth e o r g a n i z a t i o n w i t h o u t charge

6 Total . Ad d l i n e s 1 - 57a Amounts included on l i n e s 1 , 2 , and

3 r e c e i v e d from d i s q u a l i f i e d personsb Amounts inc l u d e d on lines 2 and 3 r e c eiv e d

f r o m o t h e r than disqualified persons thatexceed t h e g r ea t er of 1 % of th e t o t a l o f lines 9,1 O c , 1 1 , an d 12 f o r t h e year o r $5,000

c Add l i n e s 7a a nd 7b8 Public su o r t S u b t r a c t l i n e 7 c f r o m l i n e 6

S e c t i on B . Total Suppor tCalendar y e a r ( o r f i s c a l y e a r b e g i n n i n g9 Amounts from l i n e 6

1 Oa Gross incom e from i n t e r e s t ,d i v i d e n d s , payments received ons e c u r it i e s l o a n s , r e nt s , r o y a l t ie sa nd income from s i m i l a r sources

b U n r e l a t e d b u s i n e s s t a x a b l e income( l e s s s e c t i o n 5 1 1 t a x e s ) f r o m b u s i n e s s e sa c q u i r e d a f t e r J u n e 3 0 , 1975

c Add l i n e s 10 a a nd 1 Ob1 1 Net incom e from u n r e l a t e d business

a c t i v i t i e s n o t included i n l i n e 1 O b ,w h et h e r o r n o t th e business i sr e g u l a r l y c a r r i e d on

12 Other Incom e Do n o t i n c l u d e g a i no r l o s s from t h e s a l e o f c a p i t a lassets ( E x p l a i n i n P a r t I V . )

13 Total support ( Ad d l i n e s 9 , 10 c 1 1 , an d 1 2 )

a 2 0 0 4 ( b ) 2 0 0 5 c 2 0 0 6 2 0 0 7 a 2 0 0 8 T o t a l

14 F ir s t f iv e ye a rs . I f th e F or m 9 90 i s f o r t h e o r g a n iz a t i o n ' s f i r s t , second, t h i r d , f o u r t h , o r f i f t h t a x year as a s e c t i o n 5 0 1 ( c ) ( 3 ) o r g a n i z a t i o n ,check t h i s box and s t o p h e r e ^f

S e c t i on C. Comp utation of Public Supp ort P e r c e n t a g e15 P u b l i c support percentage f o r 2 0 0 8 ( l i n e 8 , c o l u m n ( f ) d i v i d e d by l i n e 1 3 , c o l u m n ( f ) ) 1516 P u b l i c su pp o r t percentage from 2 0 0 7 S c h e d u l e A , P a r t I V - A , l i n e 27 16Section D. Comput a ti on o f Investment Income Percenta ge17 Investment incom e percentage f o r 2 0 0 8 ( l i n e 1 0 c , c o l u m n ( f ) d i v i d e d by l i n e 1 3 , c o l u m n ( f ) ) 1718 Investment incom e percentage from 2 0 0 7 S c h e d u l e A , P a r t I V - A , l i n e 27h 1819 a 33 1 / 3% support t e s t s - 2 0 0 8 . I f th e o r g a n i z a t i o n d i d n o t c h e c k th e bo x on l i n e 1 4 , and l i n e 15 i s m o r e than 33 1/3%, and l i n e 17 i s n o t

m o r e than 3 3 1/3%, c h ec k t h i s bo x and stop h e r e . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n ^b 33 1 / 3% support t e s t s - 2007. I f th e o r g a n i z a t i o n d i d n o t c h e c k a bo x on l i n e 14 o r l i n e 1 9 a , a nd l i n e 16 i s m o r e than 33 1/3%, a nd

l i n e 18 i s n o t m o r e than 33 1/3%, c h e c k t h i s bo x a nd stop h e r e . Th e o r g a n i z a t i o n q u a l i f i e s as a p u b l i c l y supported o r g a n i z a t i o n ^20 P r i v a t e foundation . I f t h e o r g a n iz a t i o n d i d n o t c h e c k a bo x on l i n e 1 4 , 1 9 a , o r 19b, c h e c k t h i s bo x and se e i n s t r u c t i o n s ^0

S c h e d u l e A ( F o r m 9 9 0 o r 990-EZ)

8 3 2 0 2 3 12-17-08 14757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A_


15/33

SCHEDULE C(Form 990 o r 990-EZ)

Department o f t h e TreasuryI n t e r n a l Revenue S e r v i c e

P o l i t i c a l Campaign and Lobbying A c t i v i t i e sFor Organizations Exempt F r o m Income T ax Under section 501 ( c ) and section 527

T o be completed by organizations described below.Attach t o F o r m 9 9 0 o r F o r m 9 9 0 - E Z .

OMB No 1545-0 047

2008Open t o Public

InspectionI f the organization a n s w e r e d " Yes," t o Form 9 90 , P ar t I V , l i n e 3 , or Form 9 9 0 - E Z , Part V I , l i n e 46 ( P o l i t i c a l Campaign A c t i v i t i e s ) , then

Section 50 1 ( c ) ( 3 ) o r g a n i z a t i o n s . Complete P a r t s I A and B . Do n o t complete P a r t I C . Section 5 0 1 ( c ) ( o t h e r than s e c t i o n 50 1 ( c ) ( 3 ) ) o r g a n i z a t i o n s : Complete P a r t s I A and C below. Do n o t complete P a r t I - B . Section 527 o r g a n i z a t i o n s : Complete P a r t I A o n l y .I f the organization a n s w e r e d " Yes," t o Form 9 90 , P ar t I V , l i n e 4 , or F o r m 9 9 0 - E Z , Part V I , l i n e 47 (Lobbying A c t i v i t i e s ) , then Section 50 1 ( c ) ( 3 ) o r g a n i z a t i o n s t h a t have f i l e d F o r m 5768 ( e l e c t i o n under s e c t i o n 5 0 1 ( h ) ) Complete P a r t I I - A . Do n o t complete P a r t I I - B .

Section 50 1 ( c ) ( 3 ) o r g a n i z a t i o n s t h a t have NOT f i l e d F o rm 5 768 ( e l e c t i o n under s e c t i o n 5 0 1 ( h ) ) : Complete P a r t l l - B Do n o t complete P a r t I I - AI f th e organization a n s w e r e d " Y e s , " t o Form 9 90 , P ar t I V , l i n e 5 (Proxy T a x ) , then

Section 5 0 1 ( c ) ( 4 ) . ( 5 ) . o r ( 6 ) o r a a n l z a t l o n s : Complete P a r t I I I .Name o f o r g a n i z a t i o n E m pl o y e r i d e n t i f i c a t i o n numb

CITIZENS FOR COMMUNITY VALUES 31-1075684Part 1- A To be completed by a l l organization s exempt under section 501(c) and section 5 27 organizations.

See t h e I n s t r u c t i o n s f o r Schedule C f o r d e t a i l s .1 Provide a d e sc r ip t io n o f t h e o r g a n i z a t i o n ' s d i r e c t and i n d i r e c t p o l i t i c a l campaign a c t i v i t i e s i n P a r t I V .2 P o l i t i c a l expenditures ^$3 V olu nteer hours

Part 1.B To be completed by a l l organization s exempt under section 501(c)(3).See t h e I n s t r u c t i o n s f o r Schedule C f o r d e t a i l s .1 E n t e r the a m o u n t o f an y excise t a x i n c u r r e d by the o r g a n i z a t i o n under s e c t i o n 4955 $2 E n t e r the a m o u n t o f an y excise t a x i n c u r r e d by o r g a n i z a t i o n managers under s e c t i o n 4955 $3 I f the o r g a n i z a t i o n i n c u r r e d a s e c t i o n 4955 t a x , d i d i t f i l e F o rm 47 20 f o r t hi s year? El Y es4a Was a c o r r e c t i o n ma de ? El Y es Elb I f ' Y e s , ' describe i n P a r t I V .

Pa rt 1- C To be completed by a l l organization s exempt under s e ct io n 5 0 1 ( c ) , except section 5 0 1 ( c ) ( 3 ) .See t h e I n s t r u c t i o n s f o r Schedule C f o r d e t a i l s .

1 E n t e r the a m o u n t d i r e c t l y expended by the f i l i n g o r g a n i z a t i o n f o r s e c t i o n 527 exempt f u n c t i o n a c t i v i t i e s $2 E n t e r t h e amount o f t h e f i l i n g o r g a n i z a t i o n ' s funds contributed t o o t h e r o r g a n i z a ti o n s f o r s e c t i o n 527

exempt f u n c t i o n a c t i v i t i e s $3 T o t a l o f d ir e c t and i n d i r e c t exempt f u n c t i o n expenditures. Add l i n e s 1 and 2 and e n t e r here and on

F o r m 1120POL, l i n e 17b $4 D id t h e f i l i n g o r g a n i z a t i o n f i l e F o r m 1120 - P O L f o r t h i s year? El Y es El5 State the names, addresses and employer i d e n t i f i c a t i o n nu mber ( EI N ) o f a l l s e c t i o n 527 p o l i t i c a l organizations t o which payments were made.

E n t e r the a m o u n t p a i d and i n d i c a t e i f the amount was p a i d from t h e f i l i n g o r g a n i z a t i o n ' s funds o r were p o l i t i c a l c o n t r i b u t i o n s received andpromptly and d i r e c t l y d e l i v e r e d t o a separate p o l i t i c a l o r g a n i z a t i o n , such as a separate segregated fund o r a p o l i t i c a l a c t i o n committee ( P A C ) .I f a d d i t i o n a l space i s needed, provide i n f o r m a t i o n i n P a r t I V .

( a ) Name ( b ) Address ( c ) EIN (d ) A m o u n t paid fromf i l i n g o r g a n i z a t i o n ' s

funds. I f none, e n t e r 0 .( e ) A m o u n t o f p o l i t i c a

c o n t r i b u t i o n s receivedpromptly and d i r e c t l

d e l i v e r e d t o a separatp o l i t i c a l o r g a n i z a t i o n .

I f none, e n t e r - 0 .

LHA F o r P r iv acy A ct and Paperwork Reduction Act Notice, see th e Instructions fo r Form 990 . Schedule C (Form 990 o r 990-EZ) 28 3 2 0 4 1 1 2 - 1 8 - 0 8 1 8

757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A


16/33

Schedule C ( Form 990 o r 9 9 0 E 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a[Par til-A To be completed by organizations exempt under s e c t i on 50 1 ( c ) ( 3 ) that f i l e d Form 5768

( e l e c t i o n under section 501 ( h ) ) . S e e th e i n s t r u c t i o n s f o r S c h e d u l e C f o r d e ta i ls .A C h e c k 0 i f the f i l i n g o r g a n i z a t i o n belongs t o an a f f i l i a t e d group.B Ch e c k 0 i f the f i l i n g o r g a n i z a t i o n c h e c k e d bo x A and ' l i m i t e d c o n t r o l ' D r o v i s i o n s a o o l v .

Limits o n L obby i ng Expenditur es ( a ) F i l i n g ( b ) A f f i l i a t e d groo r g a n i z a t i o n ' s t o t a l s(The t e r m " ex penditur es " means a m o u n t s paid o r i nc u r re d . ) t o t a l s2,619

71,2473,867

1,043,1821,117,049

186,705

g Grassroots nontaxable amount ( e n t e r 25% o f l i n e 1 f ) 46,676h S ubtr ac t l i n e 1g f ro m l i n e l a . E n t e r - 0 - i f l i n e g i s m o r e than l i n e ai Subtract l i n e 1 f f r o m l i n e 1 c E n t e r - 0 - i f l i n e f i s m o r e than l i n e cj I f t h e r e i s an amount o t h e r than z e r o on e i t h e r l i n e 1 h o r l i n e 1 1 , d i d the o r g a n i z a t i o n f i l e F o r m 4720

r e p o r t i n g s e c t i o n 4911 t a x f or t hi s y e a r ' Ye s4-Year Av e raging Period Under S e ction 501(h)

(Some o rganizations that made a s e c t i o n 50 1 ( h ) e l e c t i o n do no t have t o complete al l of t h e fivecolumns below . See t h e instr uctions fo r lines 2a through 2f of t h e instructions.)

Lobbying Expenditures D ur i ng 4 - Year Averaging Pe r i o d

Calendar year( o r f i s c a l year b eginning i n ) ( a) 2 0 0 5 ( b ) 2 0 0 6 ( c ) 2 0 0 7 ( d ) 2 0 0 8 ( e ) T o t a l

2a Lobb y i n g n o n - t a x a b l e amount 207, 337. 205, 324. 189 554. 186, 705. 788, 92b L obbyi ng c e i l i n g amount

( 150% o f l i n e 2a , c o l u m n ( e ) ) ______________ 1 183 ,38c T o t a l l o b b y i n g e x p e n d i t u r e s 73, 867. 550 35d G r a s s r o o t s n o n - t a x a b l e a m o u n t.4 6, 6 7 6 19 7, 2 3e G rassr oo ts c e d i n g amount( 1 5 0 x 6 o f l i n e 2 d , c o l u m n ( e ) ) 2 9 5 8 4f Grassroots lobb i n e x e n d i t u r e s 2 619 . 41,58

S c h e d u l e C ( F o r m 9 9 0 or 9 9 0-EZ ) 2 0

832042 12-18-0819


1 a T o t a l lobbying expenditures t o i n f l u e n c e p u b l i c o p i n i o n ( g r a s s r o o t s l o b b y i n g )b T o t a l lobbying expenditures t o i n f l u e n c e a l e g i s l a t i v e body ( d i r e c t l o b b y i n g )c T o t a l lobbying expenditures (add l i n e s 1 a and 1 b )d Other e x e m p t pu r pose expenditurese T o t a l e x e m p t pu r pose expenditures (add l i n e s 1c an d 1 d )f Lobbyino nontaxable amount. E n t e r th e amount from th e f o l lo w i no t a b le i n b i


17/33

. S c h e d u l e C Form 990 o r 9 9 0 E 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684 Pap a rt 1 1 - B 3 To be completed by organizations exempt under section 501(c)( 3 ) that have NOT f i l e d Form 5768

( election under section 501(h) ) . See t h e i n s t r u c t i o n s f o r Schedule C f o r d et a i ls .

( a ) ( b )Yes No Amount

1 During t h e y e a r , d i d the f i l i n g o r g a n i z a t i o n attempt t o i n fl u en c e f o r e i g n , n a t i o n a l , s t a t e o rl o c a l l e gi s l a t io n , i n c l u d i n g a ny attempt t o i n f l u e n c e p u b l i c o p i n i o n on a l e g i s l a t i v e mattero r referendum, through the use o f :a Volunteers?

b Paid s t a f f o r management ( i n c l u d e compensation i n expenses reported on l i n e s 1c through 1 1 ) ?c Media advertisements7d M a i l i n g s t o members, l e g i s l a t o r s , o r the p u b l i c ?e P u b l i c a t i o n s , o r published o r broadcast statements?f Grants t o other o r g a n i z a t i o n s f o r lobbying purposes?g D i r e c t contact w i t h l e g i s l a t o r s , t h ei r s t a f fs , government o f f i c i a l s , o r a l e g i s l a t i v e body?h R a l l i e s , demonstrations, seminars, conventions, speeches, l e c t u r e s , o r any other means?

i Other a c t i v i t i e s ? I f ' Y e s , ' describe i n P a r t I Vj T o t a l l i n e s 1c through 1 1

2 a D i d t he a c t i v i t i e s i n l i n e 1 cause the o r g a n i z a t i o n t o be n o t described i n s e c t i o n 50 1 ( c ) ( 3 ) ?b I f ' Y e s , ' e n t e r the a mount o f a ny t a x i n cu r r ed under s e c t i o n 4912c I f ' Y e s , ' e n t e r the a mount o f a ny t a x i n cu r r ed by o r g a n i z a t i o n managers under s e c t i o n 4912d I f the f i l i n g o r g a n i z a t i o n i n c u r r e d a s e c t i o n 4912 t a x , d i d i t f i l e F o r m 4720 f o r t h i s y ear?

Part U E t - A To be completed by a l l organizations exempt under section 501 ( c ) ( 4 ) , section 501(c ) ( 5 ) , o r section501 (c ) ( 6 ) . See the i n s t r u c t i o n s f o r Schedule C f o r d e t a i l s

Ye s No1 Were s u b s t a n t i a l l y a l l ( 9 0 % o r more) dues received nondeductible by members? 12 D i d t h e o r g a n iz a t io n m ake o n l y in-house lobbying expenditures o f $2,000 o r l es s ? 23 D i d t he o r g a n i z a t i o n a g r e e t o c a r r y over lobb y i n g a nd p o l i t i c a l ex p e n d i t u r e s f rom the p r i o r e a r ' s 3P a r t m- B To be completed by a l l organizations exempt under section 501(c)(4), s ec ti o n 5 0 1 ( c ) ( 5 ) , or section

5 0 1 ( c ) ( 6 ) i f BOTH P a rt I I I - A , questions 1 and 2 a re answered " No" OR i f P a rt I I I -A, question 3 i sanswered "Yes." See Schedule C i n s t r u c t i o n s f o r d e t a i l s

1 Dues, assessments a nd s i m i l a r amounts from members 12 Section 1 6 2 ( e ) nondeductible lobbying a nd p o l i t i c a l expenditures ( do not include a m ou nts o f p o l i t i c a l

expenses f o r which the section 5 2 7 ( f ) ta x was p a i d ) .a C u r r e n t year 2 ab Carryover from l a s t year 2 bc T o t a l 2c

3 Aggregate a m o un t reported i n s e c t i o n 6 0 3 3 ( e ) ( 1 ) ( A ) n o t i c e s o f nondeductible s e c t i o n 1 6 2 ( e ) dues 34 I f n o t i c e s were s e n t a nd the a m o u n t on l i n e 2 c exceeds the a m o u n t on l i n e 3 , what p o r t i o n o f the excess

does the o r g a n i z a t i o n agree t o carryover t o the reasonable estimate o f nondeductible lobbying a nd p o l i t i c a lexpenditure n e x t year? 4

5 Taxable a mount o f lobbying a nd p o l i t i c a l expenditures ( l i n e 2c t o t a l minus 3 a nd 4 ) 5

Complete t h i s p a r t t o provide the d e s c r i p t i o n s r e q u i r e d f o r P a r t I - A , li n e 1 ; P a r t 1 B , l i n e 4 ; P a r t I - C , li n e 5 ; a nd P a r t I I - B , l i n e 1 1 . A l s o , complete t h i s p af o r a ny a d d i t i o n a l i n f o r m a t i o n

Schedule C ( F o r m 9 9 0 o r 9 9 0 -EZ) 28 3 2 0 4 3 12- 18- 08



18/33

Schedule D Supplemental F i n a n c i a l Statements(Form 990)D e p a r t m e n t o f th e T r e a s u r y Attach to Form 990. To be completed by organizations thatI n t e r n a l R e v e n u e S e r v i c e answered "Yes," to Form 9 90 , P ar t I V , l i n e 6 , 7 , 8 , 9 , 1 0, 1 1, or 12 .

2 0 0 8Open to PublicInspection

Name o f t h e o r g a n i z a t i o n Employer i d e n t i f i c a t i o n numbCITIZENS FOR COMMUNITY VALUES 31-1075684

P { P a a r t Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete i f t h eo r g a n i z a t i o n answered ' Y e s ' t o Form 9 9 0 , P a r t I V , l i n e 6

1 T o t a l number at en d o f year2 Aggregate c o n t r i b u t i o n s t o ( d u r i n g y e a r )3 Aggregate grants from ( d u r i n g y e a r )4 Aggregate value at en d o f year

( b ) Fu nd s and other accounts

5 D i d t h e o r g an iz a ti o n i n f o r m a l l donors an d donor advisors i n w r it in g t h a t t h e assets h e l d i n donor advised fundsa re t h e o r g a ni za ti o n ' s p r o p e r t y , s u b j e c t t o the o r g a n i z a t i o n ' s e x c l u s i v e l e g a l c o n t r o l ? Ye s LI

6 D i d the o r g an iz a ti o n i n f o rm a l l grantees , donors , an d donor a d v i s o r s i n w r it in g t h a t g r a n t funds may be u se d o n l yf o r chartable p u r poses an d n o t f o r the b e n e f i t o f the donor o r donor a d v i s o r o r o t h e r im p e r m i s s i b l e p r i v a t e b e n e f i t ' ? LI Yes

Part I ] Conservation Easements . Complete i f the o r g a n i z a t i o n answered "Yes' t o Form 990, P a r t I V , lin e 7 .1 Purpose(s) o f conservation easements h e l d by the o r g a n i z a t i o n ( check a l l t h a t a p p l y )

P r e s e r v a t i o n o f l a n d f o r p u b l i c use ( e . g . , r e c r e at i o n o r pleasure ) LI P r e s e r v a t i o n o f an h i s t o r i c a l l y important l a n d areaP r o t e c t i o n o f n a t u r a l h a b i t a t 0r e s e r v a t i o n o f c e r t i f i e d h i s t o r i c s t r u c t u r e0r e s e r v a t i o n o f open space

2 Complete l i n e s 2a - 2 d i f the o r g an iz a ti o n h e l d a q u a l i f i e d conservation c o n t r i b u t i o n i n the form o f a conservation easement on the l a s t dayo f t h e t ax y e a r .Held a t the E nd o f the Ye

a T o t a l number o f conservation easements 2ab T o t a l acreage r e s t r i c t e d by conservation easements 2bc Number o f conservation easements on a c e r t i f i e d h i s t o r i c s t r u c t u r e i n cl u d e d i n ( a ) 2 cd Number o f conservation easements included i n ( c ) acquired a f t e r 8 / 17/06 2 d

3 Number o f conservation easements modified , t r a n s f e r r e d , r e l e a s e d , extinguished , o r terminated by the o r g a ni z at i o n d u r i n g the t a x a b l eyear ^

4 Number o f s t a t e s where property s u b j e ct t o conservation easement i s l o c a t e d ^5 Does t h e o r g an iz a ti o n have a w r i t t e n p o l i c y regarding t h e p e r i o d i c m o n i t o r i n g , i n s p e c t i o n , v i o l a t i o n s , an d

enforcement o f the conservation easements i t holds9 LI Ye s LI6 S t a f f o r v o l u n t e e r hours devoted t o monitoring , i n s p e c t i n g , an d e n f o r c i n g easements during the year ^7 Amount o f expenses i n c u r r e d i n monitoring , i n s p e c t i n g , and e n f o r c i n g easements during the year ^ $8 Does each conservation easement reported on l i n e 2 ( d ) above s a t i s f y t h e requirements o f s e c t i o n 1 7 0 ( h ) ( 4 ) ( B ) ( i )

an d s e c t i o n 1 7 0 ( h ) ( 4 ) ( B ) ( u ) 9 0es LI9 I n P a r t XI V , describe how t h e o r g an iz a t i o n r e p o r t s conservation easements i n i t s revenue and e x pe nse statement, an d balance s h e e t , an d

i n c l u d e , i f a p p l i c a b l e , t h e t ex t o f the footnote t o the o r g a n i z a t i o n ' s f i n a n c i a l statements t h a t describes the o r g a n i z a t i o n ' s accounting f o rconservation easements

Part I I I Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets.Complete i f t h e o r g a n i z a t i o n answered " Y e s " t o Form 9 9 0 , P a r t I V , l i n e 8 .

la I f t h e o r g a n i z a t i o n e l e c t e d , as permitted under SFAS 1 1 6 , n o t t o r e p o r t i n i t s revenue statement an d balance sheet works o f a r t , h i s t o r i c a lt r ea s u r e s , o r other s i m i l a r assets h e l d f o r p u b l i c e x h i b i t i o n , education, o r research i n furtherance o f p u b l i c s e r v i c e , p r o v i d e , i n P a r t X I V , t h e t e xt h e footnote t o a s f i n a n c i a l statements t h a t describes these i t e m s .

b I f t h e o r g an iz a ti o n e l e c t e d , as permitted under SFAS 1 1 6 , t o r ep o rt i n i t s revenue statement an d balance sheet works o f a r t , h i s t o r i c a l t r e a s u ro r o t h e r s i m i l a r assets h e l d f o r p u b l i c e x h i b i t i o n , education, o r research i n furtherance o f p u b l i c s e r v i c e , provide the f o l l o w i n g amounts r e l a t i nthese i t e m s :( i ) Revenues included i n F o rm 9 90 , P a r t V I I I , lin e 1 ^ $( i i ) Assets included i n Form 990, P a r t X ^ $

2 I f t h e o r g a n i z a t i o n r e c e i v e d o r h e l d works o f a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r assets f o r f i n an c ia l g a i n , providet h e f o l l o w i n g amounts r e q u i r e d t o be reported under SFAS 116 r e l a t i n g t o these i t e m s '

a Revenues included i n Form 990, P a r t V I I I , line 1 ^ $b Assets included i n Form 990, P a r t X ^ $

LHA F or Privacy Ac t and Paperwork Reduction Act Notice , see th e Instructions fo r Form 990 . Schedule D ( Form 990) 28 3 2 0 5 112-23-08 2 1

757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A_


19/33

S c h e d u I D ( Form 990 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684 PaP a r t I I I Or anizations Maintaining Collections of A r t , Historical Treasures , or Other Similar Assets ( c o n t i n u e d )3 Using t h e o r g a n i z a t i o n ' s accession a nd other r e c o r d s , check a ny o f th e f o l l o w i n g t h a t a r e a s i g n i f i c a n t use o f i t s c o l l e c t i o n items (check a l l

t h a t a p p l y )a El P u b l i c e x h i b i t i o n d El L oan o r exchange programsb [1 S c h o l a r l y research e0therc0r e s e r v a t i o n f o r f u t u r e generations

4 Provide a d e s c r i p t i o n o f t h e o r g a n i z a t i o n ' s c o l l ec t i o n s a nd e x p l a i n how they f u r t h e r th e o r g a n i z a t i o n ' s exempt purpose i n P ar t X IV .5 D u r i n g th e y e a r , d i d t h e o r g a n i z a t i o n s o l i c i t o r r e c e i v e donations o f a r t , h i s t o r i c a l t r e a s u r e s , o r other s i m i l a r assets

t o b e s o l d t o r a i s e funds r a t h e r than t o b e m aint ained as p a r t o f t h e o r g a n i z a t i o n ' s c o l l e c t i o n ? Ye s 0Part IV Trust, Escrow and Custodial Arrangements . Complete i f o r g a n i z a t i o n answered 'Yes' t o F o r m 990, P a r t I V , l i n e 9 , o rreported an a mount on F o r m 990, P a r t X , l i n e 2 1 .

la I s th e o r g a n i z a t i o n an a g e n t , t r u s t e e , custodian o r other i n t e r m e d i a r y f o r c o n t r i b u t i o n s o r other assets n o t includedon F or m 9 90 , P a r t X? 0es El

b I f 'Yes , ' e x p l a i n th e arrangement i n P a r t XIV a n d c o mp le te th e f o l l o w i n g t a b l e :Amount

c Beginning balance 1cd Additions d u r i n g t he year 1de D i s t r i b u t i o n s d u r i n g t he y e a r 1ef Ending balance i f

2a D i d th e o r g a n i z a t i o n i n c l u d e an a mount on F or m 9 90 , P a r t X , l i n e 21? 0es Elb I f Ye s , ' ex p l a i n th e a r r a n g ement i n P a r t X I V .

P a r t V Endowment Funds . Com p l e t e i f o r g a n i z a t i o n answered ' Y e s ' t o Form 9 9 0 , P a r t I V , l i n e 1 0 .

la Beginning o f year balanceb Contributionsc I nv es tm en t e ar ni ngs o r l o s s e sd Grants o r scholarshipse Other expenditures f o r f a c i l i t i e s

a nd programsf A d m i n i s t r a t i v e expensesg E nd o f year balance

( a ) Current y e a r ( b ) P r i o r y e a r c Two y e a r s b a c k T h r e e y e a r s b a c k L e ) F o u r y e a r s b a

2 Provide t h e estimated percentage o f t he year en d balance h e l d a s :a B o a r d designated o r quasi-endowment ^ %b Permanent endowment ^ %c Term endowment ^ %3a Are t h e r e endowment funds n o t i n th e possession o f th e o r g a n i z a t i o n t h a t a r e h e l d a nd administered f o r t he o r g an i z a t i o n

b y : Ye s( i ) u n r el a t ed o r g an i z a ti o n s 3a i( i i ) r e l a t e d o r g a n i z a t i o n s 3a i i

b I f 'Yes' t o 3 a ( i i ) , a r e t h e r e l a t e d o r g a n i z a t i o n s l i s t e d as r e q u i r e d o n S ch e du le R? 3b4 Describe i n P a r t XIV th e intended uses o f th e o r g a n i z a t i o n ' s endowment fundsP a rt VI Investments - Land. Buildinas . and Eauinment . S ee F or m 9 9 0 . P a r t X . l i n e 1 0

D e s c r i p t i o n o f investment ( a ) Cost o r o t h e rb a s i s ( investment )

( b ) Cost o r otherb a s i s ( o t h e r )

( c ) D e p r e c i a t i o n ( d ) B o o k value

la Landb B u i l d i n g sc Leasehold improvementsd Equipmente O t h e r 105 246. 71 , 187. 3 4 , 05

T o t a l . Ad d l i n e s l a - l e . ( Column (d ) should e q u a l F o r m 9 9 0 , P a r t X column B l i n e 10 ( c ) ) ^ 34 , 0 5Schedule D ( F o r m 990) 2

83 205 212-23-08 2 2757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A


20/33

$chedul2D ( Form 990 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684Pat V I I Investments - Other Securities . Se e Form 9 9 0 , P a r t X , l i n e 1 2 .

( a ) D e s c r i p t i o n o f s ec u r it y o r category ( c ) Method o f v a l u a t i o n( i n c l u d i n g name o f s e c u r i t y ) ( b ) Book v a l u e Cost o r e n d - o f - y e a r market v a l u e

F i na n c ia l d e r i va t i v e s and other f i n a n c i a l productsC l o s e l y - h e l d e q u i t y i n t e r e s t sOther

T o t a l . ( C o l ( b ) s h o u l d e q u a l Form 990 P a r t X c o l ( B ) l i n e 1 2Part V l i l Investments - Program Related . See F o r m 9 9 0 , P a r t X , l i n e 13

( a ) D e s c r i p t i o n o f investment type ( b ) Book v a l u e ( c ) Method o f v a l u a t i o n -Cost o r e n d - o f - y e a r market v a l u e

PartIX I Other Assets. See F o r m 9 9 0 , P a r t X , l i n e 1 5 .( a ) D e s c r i p t i o n ( b ) B o ok value

T o t a l . C o l u mn (b ) should e q u a l F o r m 9 9 0 , P a r t X c o l (B) l i n e 1 5 ) ^P a r t X Other L i a b i l i t i e s . Se e F or m 990, P a r t X . l i n e 2 5 .

F e d e r a l i n

T o t a l . (C olumn ( b ) should equal F o r m 9 9 0 , P a r t X , c o l ( B ) l in e 25) ^ 1I n P a r t X IV , provide the t e x t o f the footnote t o the o r g a n i z a t i o n ' s f i n a n c i a l statements t h a t r e p o r t s the o r g a n i z a t i o n ' s l i a b i l i t y f o r u n c e r t a i n t a x p o s i t i ounder FIN 481 2 - 2 3 - 0 8 Schedule D ( Form 9 9 0 ) 2

23451103 757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A1


21/33

S c h e d u l e D ( Form 990 ) 2008 CITIZENS FOR COMMUNITY VALUES 31-1075684 P a gPart X l Reconciliation o f Change i n N et A ss e ts from Form 9 9 0 t o Financial S t a t e m e n t s

1 T o t a l r ev e nu e ( F o r m 990, P a r t V I I I , c o l u m n ( A ) , l i n e 1 2 ) 1 1 , 187 , 8662 T o t a l expenses ( F o r m 990, P a r t I X , c o l u m n ( A ) , l i n e 2 5 ) 2 1 , 10 9 9643 Excess o r ( d e f i c i t ) f o r th e y e a r . Subtract l i n e 2 from l i n e 1 3 77,9024 Ne t u n r e a l i z e d g a i n s ( l o s s e s ) on investments 45 Donat ed s e r v i c e s a n d use o f f a c i l i t i e s 56 Investment expenses 67 P r i o r p e r i o d adjustments 78 O t h e r ( D e s c r i b e i n P ar t X I V) 89 T o t a l adjustments ( n e t ) . Add l i n e s 4 . 8 9

10 Excess o r ( d e f i c i t ) f o r the y e a r p e r f i n a n c i a l statements C o m b i n e l i n e s 3 a nd 9 10 77 , 902Part X t ( Reconciliation o f R e v e n u e D e r Audited Financial State m e n ts With R e v e n u e pe r R e t u r n

1 T o t a l revenue, gains , a n d o t h e r support pe r audited f i n a n c i a l statements2 A m o u n t s included on l i n e 1 b ut n o t on F o r m 990, P a r t V I I I , l i n e 1 2 :

a Ne t u n r e a l i z e d gains o n investments 2 ab Donat ed s e r v i c e s a n d us e o f f a c i l i t i e s 2 bc Recoveries o f p r i o r year g r a n t s 2 cd O t h e r ( D e s c r i b e i n P a r t X I V ) 2 de Add l i n e s 2a through 2 d 2 e

3 Subtract l i n e 2 e from l i n e 1 34 A m o u n t s included on F o r m 990, P a r t V I I I , l i n e 1 2 , bu t n o t on l i n e 1 .

a Investment expenses n o t included on F o r m 990, P a r t V I I I , l i n e 7b 4ab Oth er ( D e s c r i b e i n P a r t X I V ) 4bc Ad d l i n e s 4a a n d 4b 4c

5 T o t a l revenue Add l i n e s 3 a n d 4 c . ( T h i s should e q u a l F or m 9 90 , P a r t I l i n e 1 2 . ) 5Part X l 1 1 Reconciliation o f Ex p e n s e s pe r Audited Financial State m e n ts With Expe n s e s pe r R e t u r n1 T o t a l e x pe n se s a n d l o s s e s pe r audited f i n a n c i a l statements 12 A m o u n t s included o n l i n e 1 b u t n o t on F o r m 990, P a r t I X , l i n e 2 5 :

a D o n a t e d s e r v i c e s a n d use o f f a c i l i t i e s 2ab P r i o r y e a r adjustments 2 bc Losses reported o n F o r m 990, P a r t I X , l i n e 2 5 2 cd Other ( D e s c r i b e i n P a r t X I V ) 2 de Ad d l i n e s 2 a through 2d 2e

3 Subtract l i n e 2 e from l i n e 1 34 A m o u n ts included o n F o r m 990, P a r t I X , l i n e 2 5 , b u t n o t o n l i n e 1 :a Investment expenses n o t included on F o r m 990, P a r t V I I I , l i n e 7b 4ab Other ( D e s c r i b e i n P a r t X I V ) 4bc Add l i n e s 4a a nd 4b 4c

5 T o t a l ex p enses. Add l i n e s 3 a n d 4 c . ( T h i s should e q u a l F o r m 9 9 0 , P a r t I l i n e 1 8 . ) 5Part XJV Suppl e m e n t a l Information

Complet e t h i s p ar t t o p r ov i d e t he d es cr i p ti o n s r e q u i r ed f o r P a r t 1 1 , l i n e s 3 , 5 , a n d 9 ; P a r t I I I , l i n e s la a n d 4; P a r t I V , l i n e s 1 b a n d 2 b ; P a r t V , l i n e 4; P aX , P a r t X I , l i n e 8 , P a r t X I I , l i n e s 2 d a n d 4 b ; a n d P a r t X I I I , l i n e s 2d a nd 4 b .

8 3 2 0 5412 -2 3-08Schedule D ( F o r m 990) 2

2 4757957 30125A 2008.04051 CITIZENS FOR COMMUNITY VALU 30125A1


22/33

.SCHEDULE G Supplemental Information Regarding( Fo r m 9 90 o r 99 0 - El ) Fundraising or Gaming A c t i v i t i e s

^Attach t o Fo r m 99 0 o r Form 990-EZ . Must be completed by organizations t h a t answer "Yes" t o Form 990,D e p a r t m e n t o f th e T r e a s u r y P a r t I V , l i n e s 17,18, o r 19, and by organizations t h a t enter more than $15,000 on F orm 990-EZ, l i n e 6 a .I n t e r n a l Revenue S e r v i c e

OMB No 1545-0047

2008Open To PublicInspection

Name o f t h e o r g a n i z a t i o n Employer i d e n t i f i c a t i o n numbCITIZENS FOR COM

Citizens for Community Values IRS-990 (2008)

Documents

Transcript of Citizens for Community Values IRS-990 (2008)