Form
990
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
2009
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department of the Treasury Internal Revenue Service
B
For the 2009 calendar year, or tax year beginning C Check if applicable: Address change Name change Initial return Termination
Open to Public Inspection
G The organization may have to use a copy of this return to satisfy state reporting requirements.
Please use IRS label or print or type. See specific Instructions.
, 2009, and ending
,
Collaborative for Children 3800 Buffalo Speedway #300 Houston, TX 77098
D
Employer Identification Number
E
Telephone number
76-0228065 713-600-1100 G
Amended return
F
Application pending
Name and address of principal officer:
Carol S. Shattuck
Same As C Above I Tax-exempt status X 501(c) ( 3 )H (insert no.) J Website: G www.collabforchildren.org K Form of organization: X Corporation Trust Association Part I Summary
Gross receipts $
H(a) Is this a group return for affiliates?
4,246,812. Yes X No
H(b) Are all affiliates included? If 'No,' attach a list. (see instructions)
4947(a)(1) or
H(c) Group exemption number OtherG
Yes
No
527 L Year of Formation:
1987
M
G
State of legal domicile:
TX
Collaborative for Children builds a strong educational foundation for young children to succeed in school and in life by providing child care assistance, educational materials, grants to childcare facilities, and family and community education.
1
Briefly describe the organization's mission or most significant activities:
2 3 4 5 6 7a b
Check this box G if the organization discontinued its operations or disposed of more than 25% of its assets. Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . . . . . . . . 4 Total number of employees (Part V, line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Total gross unrelated business revenue from Part VIII, column (C), line 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Net unrelated business taxable income from Form 990-T, line 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b Prior Year
8 9 10 11 12 13 14 15
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). . . . . .
5,939,606. 208,193. 19,264. -5,583. 6,161,480. 1,542,308.
20 20 57 104 0. 0. Current Year
4,149,353. 75,861. 1,648. -18,334. 4,208,528. 1,005,302.
2,244,431.
2,594,708.
1,129,786. 4,916,525. 1,244,955.
1,537,662. 5,137,672. -929,144.
16 a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) G
271,107.
17 18 19
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f). . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20 21
Total assets (Part X, line 16). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Beginning of Year
Part II
3,666,240. 853,509. 2,812,731.
End of Year
2,854,205. 970,618. 1,883,587.
Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
G Signature of officer
G P.N.
Date
Calelly
VP and CFO
Type or print name and title. Date
Paid Preparer's Use Only
Preparer's signature
G
Firm's name (or yours if selfemployed), address, and ZIP + 4
Blazek & Vetterling 2900 Weslayan, Suite 200 Houston, TX 77027-5132
Check if selfemployed
G
X
Preparer's identifying number (see instructions)
N/A
N/A (713) 439-5739 May the IRS discuss this return with the preparer shown above? (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes No
G
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
EIN
G
Phone no.
G
TEEA0113L
12/29/09
Form 990 (2009)
Collaborative for Children Statement of Program Service Accomplishments
76-0228065
Form 990 (2009)
Part III 1
Page 2
Briefly describe the organization's mission:
See Schedule O
2
3 4
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.
Yes
X
No
Yes
X
No
Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. ) (Expenses $ 2,565,797. including grants of $ 1,005,302. ) (Revenue $ Provider Engagement programs support and develop childcare and early education professionals through one-on-one consulting, training and mentoring for teachers and directors in early care and education center, scholarships for professional development conferences, and wage enhancement programs to reward teachers for obtaining higher educational credentials.
4 a (Code:
)
) (Expenses $ 812,905. including grants of $ ) (Revenue $ ) Community Engagement programs provide a speaker's bureau, partnerships to promote healthy child development and strengthen policy and regulations impacting young children. Early childhood education is promoted a high - priority public policy issue in our region with adequate support necessary to deliver quality program for parents, children, and teachers.
4 b (Code:
) (Expenses $ 626,107. including grants of $ ) (Revenue $ 75,681. ) Family Engagements programs provide families with information, resources and support to launch their children toward academic and life success by providing parent education, printed parenting tips, resource materials, and referrals for early education, after-school programs and children with special needs.
4 c (Code:
4 d Other program services. (Describe in Schedule O.) (Expenses $ including grants of $ 4 e Total program service expenses G 4,004,809.
BAA
TEEA0102L
) (Revenue
07/20/09
$
)
Form 990 (2009)
Collaborative for Children Checklist of Required Schedules
76-0228065
Form 990 (2009)
Part IV
Page 3 Yes
No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Is the organization required to complete Schedule B, Schedule of Contributors?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 2
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
X
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II . . . . . . . . . . . . . . . . . . . . . . . . . .
7
X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
X
9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
X
11 Is the organization's answer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X X X X
X
11
X
12
X
? Did the organization report an amount for land, buildings and equipment in Part X, line 10? If 'Yes,' complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? 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? If 'Yes,' complete Schedule D, Part VII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? 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? If 'Yes,' complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? 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? If 'Yes,' complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ? Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X . . . . . . ? Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organizaiton's liability for uncertain tax positions under FIN 48? If'Yes,' complete Schedule D, Part X. . . . . . . . . . . . . . . 12 Did the organization obtain separate, independent audited financial statement for the tax year? If 'Yes,' complete Schedule D, Parts XI, XII, and XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 A Was the organization included in consolidated, independent audited financial statement for the tax Yes No year? If 'Yes,' completing Schedule D, Parts XI, XII, and XIII is optional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 A X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . 14 a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . .
13 14a
X X
14b
X
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If 'Yes,' complete Schedule F, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
X
17 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? If 'Yes,' complete Schedule G, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If 'Yes,' complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 20
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If 'Yes,' complete Schedule F, Part I . . . . . . . . . . . . . . .
BAA
TEEA0103L
02/12/10
X X X
Form 990 (2009)
Collaborative for Children Checklist of Required Schedules (continued)
76-0228065
Form 990 (2009)
Part IV
Page 4 Yes
No
21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
X
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
X
23 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? If 'Yes,' complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23
X
24 a 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, and that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and complete Schedule K. If 'No,'go to line 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?. . . . . . . . . . . . . . . . . .
24a 24b
X
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . .
24c 24d
25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
25a
X
b 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? If 'Yes,' complete Schedule L, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
25b
X
26
X
27
X
28a
X
28b
X
26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part II . . . . . . 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection comittee member, or to a person related to such an individual? If 'Yes,' complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Was the organization a party to a business transation with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) was an officer, director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M . . . . . . . . . . . . . . 29
X
X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I. . . . . . .
30 31
X X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
X
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33
X
34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, III, IV, and V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
34
X
35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35
X
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If 'Yes,' complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
X
37 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? If 'Yes,' complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . 37
X
38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BAA
38
X
Form 990 (2009)
TEEA0104L
02/12/10
Collaborative for Children Statements Regarding Other IRS Filings and Tax Compliance
76-0228065
Form 990 (2009)
Part V
Page 5 Yes
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U.S. Information Returns. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable. . . . . . . . . . . .
1a 1b
35 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 a 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a 57 2 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file this return. (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . 4 a 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)? . . . . . . . . . b If 'Yes,' enter the name of the foreign country: G See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?. . . . . . . . . . . .
1c
X
2b
X
3a 3b
X
4a
X
5a 5b
X X
c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5c
6 a 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6a
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not deductible?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Organizations that may receive deductible contributions under section 170(c).
6b
a 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7c d If 'Yes,' indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . . 7d e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. . . . . . . . . . . . . . 7f g For all contributions of qualified intellectual property, did the organization file Form 8899 as required?. . . . . . . . . . . . . . . . . . 7g h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required?. . . . . 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a b Did the organization make any distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . 10 a b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . 10 b 11 Section 501(c)(12) organizations. Enter: a Gross income from other members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?. . . . . . . . . . . . . . 12 a b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year. . . . . . . 12 b BAA
No
X
X X X X X
Form 990 (2009)
TEEA0105L
02/12/10
Collaborative for Children 76-0228065 Page 6 Governance, Management and Disclosure 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. Section A. Governing Body and Management Form 990 (2009)
Part VI
Yes 1 a Enter the number of voting members of the governing body. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the number of voting members that are independent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a 1b
No
20 20
2 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
X
3 4
X X
5 6
X X
7 a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? . . . . . . . . . . . . .
7a 7b
X X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8a 8b
9 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' provide the names and addresses in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
3 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? . . . . . . . . . . . . . . . . . . . . . . . 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did the organization become aware during the year of a material diversion of the organization's assets?. . . . . . . . . . . . . . . . 6 Does the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section B.
Policies
X X X
(This Section B requests information about policies not required by the Internal
Revenue Code.) Yes 10 a Does the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? . . . . . 11 A Describe in Schedule O the process, if any, used by the organization to review this Form 990. See Schedule O 12 a Does the organization have a written conflict of interest policy? If 'No,' go to line 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 b 11
X
12 a
X
12 b
X
c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule O how this is done. . . . . . .See . . . . . .Schedule . . . . . . . . . . . . . .O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Does the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Does the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 c 13 14
X X X
15 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? a The organization's CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Other officers of key employees of the organization . . . See . . . . . . Schedule . . . . . . . . . . . . . .O .......................................... If 'Yes' to line 15a or 15b, describe the process in Schedule O. (See instructions.)
15 a 15 b
X X
16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 a
No
X
10 a
X
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 b
Section C.
Disclosures
17 List the states with which a copy of this Form 990 is required to be filed G
None
18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply. X Own website Another's website X Upon request 19 Describe in Schedule O whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. See Schedule O 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization: G P.N. Calelly 3800 Buffalo Speedway #300 Houston TX 77098 713-600-1196
BAA
Form 990 (2009) TEEA0106L 02/05/10
Collaborative for Children 76-0228065 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Form 990 (2009)
Page 7
Part VII
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organizations's tax year. Use Schedule J-2 if additional space is needed. ? List all of the organization's current 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 current key employees. See instructions for definition of 'key employees.' ? List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable 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 former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ? List all of the organization's former directors or trustees 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 the organization did not compensate any current officer, director, or trustee. (A)
(B)
(c)
(D)
(E)
(F)
Name and Title
Average hours per week
Position (check all that apply)
Reportable compensation from the organization (W-2/1099-MISC)
Reportable compensation from related organizations (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
Mrs. Pamela K. Onstead Board Chair Ms. Janice Character Vice Chair Mr. Dan F. Boyles, Jr. Secretary Ms. Julie Hempel HR Chair Ms. Neena Newberry Director Ms. Glenna Pierpont Director Mr. Juan Torres Director Mrs. Dorothy Ables Director Dr. Robert Austin Director Ms. Grace Chen Director Mr. Philip D. Fraissinet Director Mr. Shawn A.J. Gross Director Mr. Harlan Hooks Director Mr. Rick C. Jaramillo Director Mr. Quinn S. Lewis Director Mr. Rodney E. Nathan Director Ms. Stephanie Rudd Director BAA
1
X
X
0.
0.
0.
1
X
X
0.
0.
0.
1
X
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
0.
1
X
0.
0.
TEEA0107L
11/10/09
0. Form 990 (2009)
Collaborative for Children 76-0228065 Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.)
Form 990 (2009)
(A) Name and Title
(B)
(c)
Average Position (check all that apply) hours per week
Dr. Barbara G. Samuels, Ed.D. Director Ms. Paige Carlisle Stewart Director Ms. Carol Shattuck President & CEO Mr. Pat Calelly Admin VP/CFO
(D)
(E)
(F)
Reportable compensation from the organization (W-2/1099-MISC)
Reportable compensation from related organizations (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
1
X
0.
0.
0.
1
X
0.
0.
0.
45
X
111,852.
0.
4,470.
40
X
87,962.
0.
6,845.
1 b Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 199,814. 0. 11,315. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization G 1 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If 'Yes,' complete Schedule J for such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 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? If 'Yes' complete Schedule J for such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to the organization? If 'Yes,' complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. (A) Name and business address
(B) Description of Services
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization G 0 BAA TEEA0108L 01/30/10
3
X
4
X
5
X
(C) Compensation
Form 990 (2009)
Collaborative for Children Statement of Revenue
76-0228065
Form 990 (2009)
Part VIII
(A) Total revenue
1a b c d e
Federated campaigns. . . . . . . . . . Membership dues . . . . . . . . . . . . . Fundraising events. . . . . . . . . . . . Related organizations . . . . . . . . . Government grants (contributions). . . . .
1a 1b 1c 1d 1e
(B) Related or exempt function revenue
Page 9 (D) Revenue excluded from tax under sections 512, 513, or 514
(C) Unrelated business revenue
825,640. 166,240. 1,257,669.
f All other contributions, gifts, grants, and similar amounts not included above. . . . 1f 1,899,804. g Noncash contribns included in lns 1a-1f: . . . . $ 75,228. h Total. Add lines 1a-1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G
4,149,353.
Business Code
2 a Childcare training 611710 b c d e f All other program service revenue. . . . g Total. Add lines 2a-2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 5
Investment income (including dividends, interest and other similar amounts). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income from investment of tax-exempt bond proceeds. Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6a b c d
Gross Rents . . . . . . . . . . Less: rental expenses . Rental income or (loss). . . . . Net rental income or (loss). . . . . . . . . . . . . . . . . . . . . . . . . . .
(i) Real
7 a Gross amount from sales of assets other than inventory. .
(i) Securities
75,861.
G
75,861.
G G G
1,648.
1,648.
-18,334.
-18,334.
(ii) Personal
G
(ii) Other
b Less: cost or other basis and sales expenses. . . . . . . . c Gain or (loss). . . . . . . . . d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G
8 a Gross income from fundraising events (not including . $ 166,240. of contributions reported on line 1c). See Part IV, line 18 . . . . . . . . . . . . . . . . . a 19,950. b Less: direct expenses . . . . . . . . . . . . . . . b 38,284. c Net income or (loss) from fundraising events. . . . . . . . . . G 9 a Gross income from gaming activities. See Part IV, line 19 . . . . . . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . . . . . . . b c Net income or (loss) from gaming activities . . . . . . . . . . .
G
10 a Gross sales of inventory, less returns and allowances . . . . . . . . . . . . . . . . . . . . . a b Less: cost of goods sold. . . . . . . . . . . . . b c Net income or (loss) from sales of inventory . . . . . . . . . .
G
Miscellaneous Revenue
Business Code
11 a b c d All other revenue. . . . . . . . . . . . . . . . . . . . e Total. Add lines 11a-11d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . . . . . . . . . . BAA
75,861.
G G
4,208,528.
TEEA0109L
02/12/10
75,861.
0.
-16,686. Form 990 (2009)
Collaborative for Children Statement of Functional Expenses
76-0228065
Form 990 (2009)
Part IX
Page 10
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 . . . . . . . . . . . . . . . . 3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16. . . . . . . . . . . . 4 Benefits paid to or for members . . . . . . . . . . . . . 5 Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . . . . 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1) and persons described in section 4958(c)(3)(B). . . . . . . . . . . . . . . . . . . . . . . 7 Other salaries and wages. . . . . . . . . . . . . . . . . . . 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Other employee benefits. . . . . . . . . . . . . . . . . . . . 10 Payroll taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Fees for services (non-employees) . . . . . . . . . . a Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Legal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Prof fundraising svcs. See Part IV, ln 17 . . . . . f Investment management fees . . . . . . . . . . . . . . . g Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Advertising and promotion . . . . . . . . . . . . . . . . . . 13 Office expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Information technology. . . . . . . . . . . . . . . . . . . . . . 15 Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Travel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Payments of travel or entertainment expenses for any federal, state, or local public officials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Conferences, conventions, and meetings. . . . . 20 Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Payments to affiliates. . . . . . . . . . . . . . . . . . . . . . . 22 Depreciation, depletion, and amortization . . . . 23 Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a Staff Development b Printing and Publications c Postage and Shipping d Memberships & Dues e Other expenses f All other expenses . . . . . . . . . . . . . . . . . . . . . . . . . 25 Total functional expenses. Add lines 1 through 24f . . . . 26 Joint costs. Check here G if following SOP 98-2. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation . . . . . . . . BAA
(B) Program service expenses
(A) Total expenses
(C) Management and general expenses
(D) Fundraising expenses
998,480.
998,480.
6,822.
6,822.
211,130.
141,730.
53,395.
16,005.
0. 2,028,524.
0. 1,361,728.
0. 512,937.
0. 153,859.
35,203. 159,906. 159,945.
23,628. 107,329. 107,354.
8,903. 40,440. 40,451.
2,672. 12,137. 12,140.
29,065.
17,871.
8,723.
2,471.
666,219. 44,543. 65,439. 55,768.
650,735. 8,150. 46,632. 40,480.
13,601. 36,319. 14,636. 9,455.
1,883. 74. 4,171. 5,833.
322,188. 137,602.
210,366. 129,516.
85,589. 7,794.
26,233. 292.
55,298. 9,193.
31,271. 5,941.
50. 2,478.
23,977. 774.
37,692. 17,766.
24,081. 11,516.
10,694. 4,782.
2,917. 1,468.
40,986. 23,612. 15,277. 9,207. 7,807.
37,601. 16,929. 12,746. 9,207. 4,696.
2,944. 4,115. 1,339.
441. 2,568. 1,192.
5,137,672.
4,004,809.
861,756.
3,111. 271,107.
Form 990 (2009)
TEEA0110L
02/05/10
Collaborative for Children Balance Sheet
76-0228065
Form 990 (2009)
Part X
(A) Beginning of year Cash ' non-interest-bearing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L . . . . . . . . . . . 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of Schedule L. . 7 Notes and loans receivable, net. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 a Land, buildings, and equipment: cost or other basis.. 10 a 216,598. Complete Part VI of Schedule D b Less: accumulated depreciation. . . . . . . . . . . . . . . . . . . . 10 b 140,987. 11 Investments ' publicly-traded securities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Investments ' other securities. See Part IV, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Investments ' program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Intangible assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Other assets. See Part IV, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total assets. Add lines 1 through 15 (must equal line 34). . . . . . . . . . . . . . . . . . . . . . . 17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Grants payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Deferred revenue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Escrow or custodial account liability. Complete Part IV of Schedule D. . . . . . . . . . . 22 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . . . . . . 24 Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . . . . . . . . 25 Other liabilities. Complete Part X of Schedule D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Total liabilities. Add lines 17 through 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that follow SFAS 117, check here G X and complete lines 27 through 29 and lines 33 and 34. 27 Unrestricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Temporarily restricted net assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Permanently restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow SFAS 117, check here G and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Paid-in or capital surplus, or land, building, and equipment fund . . . . . . . . . . . . . . . . 32 Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . . . . 33 Total net assets or fund balances.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Total liabilities and net assets/fund balances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 4 5
A S S E T S
L I A B I L I T I E S
N E T A S S E T S O R F U N D B A L A N C E S
1,687,230. 1,469,055. 96,972.
Page 11 (B) End of year
1 2 3 4
300. 2,486,290. 279,820. 141.
5
96,426.
6 7 8 9
110,565. 10 c 205,992. 11
3,666,240. 848,879. 4,630.
853,509.
12 13 14 15 16 17 18 19 20 21
22 23 24 25 26
319,412. 27 2,493,319. 28
12,043. 75,611.
2,854,205. 368,044. 502,574.
100,000. 970,618. 249,353. 1,634,234.
29
2,812,731. 3,666,240.
30 31 32 33 34
1,883,587. 2,854,205. Form 990 (2009)
BAA
TEEA0111L
01/30/10
Collaborative for Children Financial Statements and Reporting
76-0228065
Form 990 (2009)
Part XI
Page 12 Yes
1 Accounting method used to prepare the Form 990:
Cash
X Accrual
No
Other
If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule O. 2 a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . b Were the organization's financial statements audited by an independent accountant?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 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. d If 'Yes' to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a consolidated basis, separate basis, or both:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Separate basis Consolidated basis Both consolidated and separate basis 3 a 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 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.. . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a 2b
X
2c
X
3a
X
3b
X
X
Form 990 (2009)
BAA
TEEA0112L
02/05/10
OMB No. 1545-0047
SCHEDULE A
(Form 990 or 990-EZ)
2009
Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
Department of the Treasury Internal Revenue Service
Open to Public Inspection
G Attach to Form 990 or Form 990-EZ. G See separate instructions.
Name of the organization
Employer identification number
Collaborative for Children 76-0228065 Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). 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 governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 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 section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III ' Functionally integrated d Type III' Other e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) a person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 g (i) (ii) a family member of a person described in (i) above? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 g (ii) (iii) a 35% controlled entity of a person described in (i) or (ii) above? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 g (iii) h Provide the following information about the supported organizations. (i) Name of Supported Organization
(ii) EIN
(iii) Type of organization (described on lines 1-9 above or IRC section (see instructions))
(iv) Is the (v) Did you notify (vi) Is the organization in col. the organization in organization in col. (i) listed in your col. (i) of (i) organized in the governing your support? U.S.? document?
Yes
No
Total BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA0401L
02/05/10
Yes
No
Yes
(vii) Amount of Support
No
Schedule A (Form 990 or 990-EZ) 2009
Collaborative for Children 76-0228065 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Schedule A (Form 990 or 990-EZ) 2009
Page 2
(Complete only if you checked the box on line 5, 7, or 8 of Part I.)
Section A. Public Support Calendar year (or fiscal year beginning in) G 1 Gifts, grants, contributions and membership fees received. (Do not include 'unusual grants.') . . 2 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf. . . . . . . . . . . . . . . . . . 3 The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge. . . . . . 4 Total. Add lines 1-through 3 . . . 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f). . .
(a) 2005
(b) 2006
(c) 2007
(d) 2008
(e) 2009
(f) Total
4,484,456. 2,754,723. 3,706,173. 5,939,606. 4,149,353. 21,034,311. 0.
0. 4,484,456. 2,754,723. 3,706,173. 5,939,606. 4,149,353. 21,034,311.
1,777,372.
6 Public support. Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . .
19,256,939.
Section B. Total Support Calendar year (or fiscal year beginning in) G 7 Amounts from line 4 . . . . . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources . . . . . . . . . . . . . . . 9 Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . . . . . 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.). . . . . . . . . . . . . . . . . . . . . .
(a) 2005
(b) 2006
(c) 2007
(d) 2008
(e) 2009
(f) Total
4,484,456. 2,754,723. 3,706,173. 5,939,606. 4,149,353. 21,034,311.
15,091.
25,383.
35,692.
19,264.
1,648.
97,078. 0. 0.
11 Total support. Add lines 7 through 10. . . . . . . . . . . . . . . . . . . . 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
21,131,389. 602,598.
13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G
Section C. Computation of Public Support Percentage 14 Public support percentage for 2009 (line 6, column (f) divided by line 11, column (f). . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Public support percentage from 2008 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14 15
91.1 % 88.7 %
16 a 33-1/3 support test ' 2009. If the organization did not check the box on line 13, and the line 14 is 33-1/3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G
X
b 33-1/3 support test ' 2008. 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 stop here. The organization qualifies as a publicly supported organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 17 a 10%-facts-and-circumstances test ' 2009 If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization.. . . . . . . . .
G
b 10%-facts-and-circumstances test ' 2008. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization.. . . . . . . . . . . . G 18 Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions. . . G BAA Schedule A (Form 990 or 990-EZ) 2009 TEEA0402L
10/08/09
Collaborative for Children Support Schedule for Organizations Described in Section 509(a)(2)
Schedule A (Form 990 or 990-EZ) 2009
Part III
76-0228065
Page 3
(Complete only if you checked the box on line 9 of Part I.)
Section A. Public Support Calendar year (or fiscal yr beginning in)G 1 Gifts, grants, contributions and membership fees received. (Do not include 'unusual grants.') . . 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in a activity that is related to the organization's tax-exempt purpose . . . . . . . . . . . . . . . . . . . . . . 3 Gross receipts from activities that are not an unrelated trade or business under section 513. . . . . . . . . . . . . . . . . 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf. . . . . . . . . . . . . . . . . . . . . 5 The value of services or facilities furnished by a governmental unit to the organization without charge. . . .
(a) 2005
(b) 2006
(c) 2007
(d) 2008
(e) 2009
(f) Total
6 Total. Add lines 1 through 5 . . . 7 a Amounts included on lines 1, 2, 3 received from disqualified persons . . . . . . . . . . . . . . . . . . . . . . b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1% of the amount on line 13 for the year. . . . . . . . . . . . . . . . . . . . . . . . . . c Add lines 7a and 7b. . . . . . . . . . . 8 Public support (Subtract line 7c from line 6.) . . . . . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal yr beginning in) G (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total 9 Amounts from line 6 . . . . . . . . . . 10 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources . . . . . . . . . . . . . . . b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. . . c Add lines 10a and 10b. . . . . . . . . 11 Net income from unrelated business activities not included inline 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 IV.). . . . . . . . . . . . . . . . . . . . . . 13 Total support. (add lns 9, 10c, 11, and 12.) 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G
Section C. Computation of Public Support Percentage 15 Public support percentage for 2009 (line 8, column (f) divided by line 13, column (f)). . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Public support percentage from 2008 Schedule A, Part III, line 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 16
% %
Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2009 (line 10c, column (f) divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . 17 % 18 Investment income percentage from 2008 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 % 19 a 33-1/3 support tests ' 2009. 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 stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . G b 33-1/3 support tests ' 2008. If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization. . . . . . . . . . . . G 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions. . . . . . . . . . . . . G BAA
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02/15/10
Schedule A (Form 990 or 990-EZ) 2009
Collaborative for Children 76-0228065 Page 4 Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Provide any other additional information. See instructions.
Schedule A (Form 990 or 990-EZ) 2009
Part IV
BAA
TEEA0404L
02/05/10
Schedule A (Form 990 or 990-EZ) 2009
OMB No. 1545-0047
Schedule B
(Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service
Schedule of Contributors
2009
G Attach to Form 990, 990-EZ, or 990-PF
Name of the organization
Employer identification number
Collaborative for Children
76-0228065
Organization type (check one): Filers of: Form 990 or 990-EZ
Form 990-PF
Section: X 501(c)( 3 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization 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 General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule ' For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. (Complete Parts I and II.)
Special Rules '
X For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33-1/3% support test of the regulations under sections 509(a)(1)/170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 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 a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ, that received from any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ, that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc, purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc, contributions of $5,000 or more during the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G $ Caution: An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF) but it must answer 'No' on Part IV, line 2 of their Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990, 990EZ, or 990-PF.
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Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Page
1
of
1
of Part I
Name of organization
Employer identification number
Collaborative for Children
76-0228065
Part I
Contributors (see instructions.)
(a) Number
1
(b) Name, address, and ZIP + 4
(c) Aggregate contributions
Hogg Foundation-Mental Health P.O. Box 7998. Univ. Station
$
373,925.
2
(c) Aggregate contributions
(b) Name, address, and ZIP + 4
United Way of Greater Houston 50 Waugh Dr.
$
825,640.
3
(b) Name, address, and ZIP + 4
(c) Aggregate contributions
US Dept of Health & Human Services 200 Independance Avenue, S.W.
$
914,412.
4
(b) Name, address, and ZIP + 4
(c) Aggregate contributions
Devon Energy Corp. 1200 Smith Street
$
116,300.
5
(b) Name, address, and ZIP + 4
(c) Aggregate contributions
Save the Children Federation, Inc. 54 Wilton Road
$
86,800.
6
(b) Name, address, and ZIP + 4
(c) Aggregate contributions
U.S. Dept. of Labor 200 Constitution Ave., NW
$
(d) Type of contribution
Person Payroll Noncash
X
(d) Type of contribution
Person Payroll Noncash
X
(d) Type of contribution
Person Payroll Noncash
X
165,854.
(d) Type of contribution
Person Payroll Noncash
X
(Complete Part II if there is a noncash contribution.)
Washington, DC 20210 BAA
X
(Complete Part II if there is a noncash contribution.)
Westport, CT 06880 (a) Number
Person Payroll Noncash
(Complete Part II if there is a noncash contribution.)
Houston, TX 77002 (a) Number
(d) Type of contribution
(Complete Part II if there is a noncash contribution.)
Washington, DC 20201 (a) Number
X
(Complete Part II if there is a noncash contribution.)
Houston, TX 77007 (a) Number
Person Payroll Noncash
(Complete Part II if there is a noncash contribution.)
Austin, TX 78713 (a) Number
(d) Type of contribution
TEEA0702L
06/23/09
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Page
1
of
1
of Part II
Name of organization
Employer identification number
Collaborative for Children
76-0228065
Part II
Noncash Property (see instructions.)
(a) No. from Part I
(b) Description of noncash property given
(c) FMV (or estimate) (see instructions)
(d) Date received
(c) FMV (or estimate) (see instructions)
(d) Date received
(c) FMV (or estimate) (see instructions)
(d) Date received
(c) FMV (or estimate) (see instructions)
(d) Date received
(c) FMV (or estimate) (see instructions)
(d) Date received
(c) FMV (or estimate) (see instructions)
(d) Date received
N/A $ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ (a) No. from Part I
(b) Description of noncash property given
$ BAA
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
TEEA0703L
06/23/09
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Page
Name of organization
1
of
1
of Part III
Employer identification number
Collaborative for Children 76-0228065 Part III Exclusively religious, charitable, etc, individual contributions to section 501(c)(7), (8), or (10) organizations aggregating more than $1,000 for the year.(Complete cols (a) through (e) and the following line entry.) For organizations completing Part III, enter total of exclusively religious, charitable, etc, contributions of $1,000 or less for the year. (Enter this information once ' see instructions.) . . . . . . . . . . . G $ (a) (b) (c) (d) No. from Purpose of gift Use of gift Description of how gift is held Part I
N/A
N/A
(e) Transfer of gift Transferee's name, address, and ZIP + 4
(a) No. from Part I
Relationship of transferor to transferee
(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
(a) No. from Part I
Relationship of transferor to transferee
(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
(a) No. from Part I
Relationship of transferor to transferee
(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
BAA
Schedule B (Form 990, 990-EZ, or 990-PF) (2009) TEEA0704L
06/23/09
SCHEDULE C
(Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Political Campaign and Lobbying Activities
2009
For Organizations Exempt From Income Tax Under section 501(c) and section 527 G Complete if the organization is described below. G Attach to Form 990 or Form 990-EZ. G See separate instructions.
Open to Public Inspection
If the organization answered 'Yes,' to Form 990, Part IV, line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), then ? Section 501(c)(3) organizations: complete Parts I-A and B. Do not complete Part I-C. ? Section 501(c) (other than section 501(c)(3)) organizations: complete Parts I-A and C below. Do not complete Part I-B. ? Section 527 organizations: complete Part I-A only. If the organization answered 'Yes,' to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then ? Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B. ? Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered 'Yes,' to Form 990, Part IV, line 5 (Proxy Tax), then ? Section 501(c)(4), (5), or (6) organizations: Complete Part III. Name of organization
Employer identification number
76-0228065 Collaborative for Children Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political expenditures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G $ 3 Volunteer hours. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955. . . . . . . . . . . . . . . . . . . . . . . . . . G $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 . . . . . . . . . . . . . . . . . . . G $ 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 a Was a correction made?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes,' describe in Part IV.
0. 0. Yes Yes
No No
Part I-C Complete if the organization is exempt under section 501(c) , except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities . . . . . . . G $ 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G$
3 Total of exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G $ 4 Did the filing organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which payments were made. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name
(b) Address
(c) EIN
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3201L
02/05/10
(d) Amount paid from filing organization's funds. If none, enter-0-.
(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
Schedule C (Form 990 or 990-EZ) 2009
Collaborative for Children 76-0228065 Page 2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
Schedule C (Form 990 or 990-EZ) 2009
Part II-A A Check B Check
G G
if the filing organization belongs to an affiliated group. if the filing organization checked box A and 'limited control' provisions apply. Limits on Lobbying Expenditures ' (The term 'expenditures' means amounts paid or incurred.)
(a) Filing organization's totals
1 a Total lobbying expenditures to influence public opinion (grass roots lobbying). . . . . . . . . . . . . . b Total lobbying expenditures to influence a legislative body (direct lobbying). . . . . . . . . . . . . . . . c Total lobbying expenditures (add lines 1a and 1b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Other exempt purpose expenditures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Total exempt purpose expenditures (add lines 1c and 1d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e. Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000. Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000. Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000. Over $17,000,000 $1,000,000. g Grassroots nontaxable amount (enter 25% of line 1f). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . h Subtract line 1g from line 1a. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i Subtract line 1f from line 1c. If zero or less, enter -0-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(b) Affiliated group totals
16,298. 15,750. 32,048. 5,105,624. 5,137,672.
0. 0.
406,884.
101,721. 0. 0.
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0. 0. 0. Yes
No
4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) 2 a Lobbying non-taxable amount. . . . . . . . . . . . . . .
(a) 2006
(b) 2007
(c) 2008
340,217.
395,826.
(d) 2009
406,884.
b Lobbying ceiling amount (150% of line 2a, column (e)) . . . . . . .
(e) Total
1,142,927. 1,714,391.
c Total lobbying expenditures. . . . . . . . . .
16,275.
45,781.
32,048.
94,104.
d Grassroots nontaxable amount. . . . . . . . . . . . . . .
85,054.
98,957.
101,721.
285,732.
e Grassroots ceiling amount (150% of line 2d, column (e)) . . . . . . .
428,598.
f Grassroots lobbying expenditures. . . . . . . . . . BAA
42,218.
16,298.
58,516.
Schedule C (Form 990 or 990-EZ) 2009
TEEA3202L
02/05/10
Collaborative for Children 76-0228065 Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
Schedule C (Form 990 or 990-EZ) 2009
Part II-B
(a) Yes
Page 3
(b) No
Amount
1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: a Volunteers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? . . . . . . . c Media advertisements?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Mailings to members, legislators, or the public?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Publications, or published or broadcast statements?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Grants to other organizations for lobbying purposes?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Direct contact with legislators, their staffs, government officials, or a legislative body?. . . . . . . . . . . . . . . . . h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?. . . . . . . . . . . . i Other activities? If 'Yes,' describe in Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . j Total. Add lines 1c through 1i. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?. . . . . . . . . . . . . b If 'Yes,' enter the amount of any tax incurred under section 4912. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c If 'Yes,' enter the amount of any tax incurred by organization managers under section 4912 . . . . . . . . . . . d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?. . . . . . . . . . . . . . . .
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes 1 Were substantially all (90% or more) dues received nondeductible by members?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Did the organization agree to carryover lobbying and political expenditures from the prior year?. . . . . . . . . . . . . . . . . . . . . . . .
No
1 2 3
Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, questions 1 and 2 are answered 'No' OR if Part III-A, line 3 is answered 'Yes.' 1 Dues, assessments and similar amounts from members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Carryover from last year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues . . . . . . . . . .
2a 2b 2c 3
4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Taxable amount of lobbying and political expenditures (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 5
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; and Part II-B, line 1i. Also, complete this part for any additional information.
BAA
Schedule C (Form 990 or 990-EZ) 2009 TEEA3203L
02/05/10
Collaborative for Children Supplemental Information (continued)
76-0228065
Schedule C (Form 990 or 990-EZ) 2009
Part IV
BAA
Page 4
Schedule C (Form 990 or 990-EZ) 2009 TEEA3204L
07/17/09
OMB No. 1545-0047
SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Financial Statements
2009
G Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 6, 7, 8, 9, 10, 11, or 12. G Attach to Form 990. G See separate instructions
Open to Public Inspection Employer Identification number
Collaborative for Children Part I
76-0228065 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered 'Yes' to Form 990, Part IV, line 6. (a) Donor advised funds
1 2 3 4
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . . . Aggregate contributions to (during year). . . . . Aggregate grants from (during year). . . . . . . . . Aggregate value at end of year . . . . . . . . . . . . .
5 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? . . . . . . . . . . . . . . . . . . . . .
Yes
No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may 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??. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Part II Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically important land area Protection of natural habitat Preservation of certified historic structure Preservation of open space 2 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. Held at the End of the Year a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Total acreage restricted by conservation easements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Number of conservation easements on a certified historic structure included in (a) . . . . . . . . . . . . 2c d Number of conservation easements included in (c) acquired after 8/17/06. . . . . . . . . . . . . . . . . . . . . 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year G 4 Number of states where property subject to conservation easement is located G 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easement it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year G 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year G $ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and 170(h)(4)(B)(ii)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Yes
No
9 In Part XIV, 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.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered 'Yes' to Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under SFAS 116, 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 XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116, 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: (i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ (ii) Assets included in Form 990, Part X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ 2 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 relating to these items: a Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ b Assets included in Form 990, Part X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301L
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Schedule D (Form 990) 2009
Collaborative for Children 76-0228065 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) 2009
3 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): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 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? . . . . . . . . . . . . . Yes No
Part IV Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes,' explain the arrangement in Part XIV and complete the following table:
Yes
No
Amount c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c d Additions during the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f 2 a Did the organization include an amount on Form 990, Part X, line 21?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes,' explain the arrangement in Part XIV.
Yes
No
Part V Endowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10. (a) Current year
(b) Prior year
(c) Two years back
(d) Three years back
(e) Four years back
1 a Beginning of year balance. . . . . . b Contributions . . . . . . . . . . . . . . . . . . c Net Investment earnings, gains, and losses. . . . . . . . . . . . . . . . . . . . . d Grants or scholarships. . . . . . . . . . e Other expenditures for facilities and programs. . . . . . . . . . . . . . . . . . f Administrative expenses. . . . . . . . g End of year balance. . . . . . . . . . . . 2 Provide the estimated percentage of the year end balance held as: a Board designated or quasi-endowment G % b Permanent endowment G % c Term endowment G % 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(i) (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii) b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 4 Describe in Part XIV the intended uses of the organization's endowment funds.
Yes
No
Part VI Investments'Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment
(a) Cost or other basis (investment)
(b) Cost or other basis (other)
(c) Accumulated Depreciation
(d) Book Value
1 a Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Leasehold improvements . . . . . . . . . . . . . . . . . . . 27,414. 15,683. 11,731. d Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189,184. 125,304. 63,880. Total. Add lines 1a through 1e (Column (d) must equal Form 990, Part X, column (B), line 10(c).). . . . . . . . . . . . . . . . . . . . G 75,611. BAA Schedule D (Form 990) 2009
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Collaborative for Children Part VII Investments'Other Securities See Form 990, Part X, line 12.
Schedule D (Form 990) 2009
(a) Description of security or category (including name of security) Financial derivatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Closely-held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other
Total. (Column (b) must equal Form 990 Part X, col. (B) line 12.)
(b) Book value
(a) Description of investment type
Part IX
76-0228065
Page 3
(c) Method of valuation Cost or end-of-year market value
G
Part VIII Investments'Program Related (See Form 990, Part X, line 13)
Total. (Column (b) must equal Form 990, Part X, Col. (B) line 13.)
N/A
(b) Book value
G
N/A (c) Method of valuation Cost or end-of-year market value
N/A
Other Assets (See Form 990, Part X, line 15) (a) Description
(b) Book value
Total. (Column (b) must equal Form 990, Part X, col.(B), line 15). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G
Part X
Other Liabilities (See Form 990, Part X, line 25)
(a) Description of Liability Federal Income Taxes
(b) Amount
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25) G 2. FIN 48 Footnote. In Part XIV, 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. BAA
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Schedule D (Form 990) 2009
Collaborative for Children 76-0228065 Page 4 Reconciliation of Change in Net Assets from Form 990 to Financial Statements 1 Total revenue (Form 990, Part VIII,column (A), line 12). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,208,528. 2 Total expenses (Form 990, Part IX, column (A), line 25). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,137,672. 3 Excess or (deficit) for the year. Subtract line 2 from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -929,144.
Schedule D (Form 990) 2009
Part XI
4 5 6 7 8 9 10
Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other (Describe in Part XIV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total adjustments (net). Add lines 4 through 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 . . . . . . . . . . . . . . . . . . . . . . . . . .
-929,144.
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Recoveries of prior year grants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investments expenses not included on Form 990, Part VIII, line 7b. . . . . . . . . . . . . 4a b Other (Describe in Part XIV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.). . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
4,208,528.
2e 3
4,208,528.
4c 5
4,208,528.
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Other losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investments expenses not included on Form 990, Part VIII, line 7b. . . . . . . . . . . . . 4a b Other (Describe in Part XIV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Total expenses. Add lines 3 and 4c (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
5,137,672.
2e 3
5,137,672.
4c 5
5,137,672.
Part XIV Supplemental Information Complete this part to 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, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
BAA
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Schedule D (Form 990) 2009
Collaborative for Children Part XIV Supplemental Information (continued)
76-0228065
Schedule D (Form 990) 2009
BAA
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Page 5
Schedule D (Form 990) 2009
OMB No. 1545-0047
Supplemental Information Regarding Fundraising or Gaming Activities
2009
Complete if the organization answered'Yes' to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. G Attach to Form990 or Form 990-EZ. G See separate instructions.
Open to Public Inspection
SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service Name of the organization
Employer identification number
Collaborative for Children
76-0228065
Fundraising Activities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 17. Form 990EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. Mail solicitations Solicitation of non-government grants Internet and email solicitations Solicitation of government grants Phone solicitations Special fundraising events In-person solicitations 2 a Did the organization have 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? . . . . . . . . . . . . . . . . .
Part I
Yes
X No
b If 'Yes,' list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (v) Amount paid to (iii) Did fundraiser (or retained by) (vi) Amount paid to (i) Name of individual (ii) Activity (iv) Gross receipts have custody or control fundraiser listed in (or retained by) or entity (fundraiser) from activity of contributions? col.(i) organization Yes
No
Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 3 List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
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0.
Schedule G (Form 990 or 990-EZ) 2009
Collaborative for Children 76-0228065 Page 2 Fundraising Events. Complete if the organization answered 'Yes' to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
Schedule G (Form 990 or 990-EZ) 2009
Part II
R E V E N U E
(a) Event #1 Annual Luncheo
(b) Event #2
(c) Other Events
(event type)
(event type)
(total number)
(d) Total Events (Add col. (a) through col. (c))
1 Gross receipts . . . . . . . . . . . . . . . . . . . . . . . .
184,320.
184,320.
2 Less: Charitable contributions. . . . . . . . . .
164,370.
164,370.
3 Gross income (line 1 minus line 2) . . . . .
19,950.
19,950.
6 Rent/facility costs . . . . . . . . . . . . . . . . . . . . .
2,679.
2,679.
7 Food and beverages. . . . . . . . . . . . . . . . . . .
14,172.
14,172.
8 Entertainment. . . . . . . . . . . . . . . . . . . . . . . . .
20,000.
20,000.
9 Other direct expenses . . . . . . . . . . . . . . . . .
1,433.
1,433.
4 Cash prizes. . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Noncash prizes . . . . . . . . . . . . . . . . . . . . . . . D I R E C T E X P E N S E S
38,284. -18,334. Part III Gaming. Complete if the organization answered 'Yes' to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. 10 Direct expense summary. Add lines 4- through 9 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 11 Net income summary. Combine lines 3, column (d) and line 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G
R E V E N U E
D I R E C T
E X P E N S E S
(a) Bingo
(b) Pull tabs/Instant bingo/progressive bingo
(c) Other gaming
(d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . . . . . . . . . . . . . . . . . . . . . . 2 Cash prizes. . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Non-cash prizes. . . . . . . . . . . . . . . . . . . . . . . 4 Rent/facility costs . . . . . . . . . . . . . . . . . . . . . 5 Other direct expenses . . . . . . . . . . . . . . . . . 6 Volunteer labor . . . . . . . . . . . . . . . . . . . . . . .
Yes No
%
Yes No
%
Yes No
%
7 Direct expense summary. Add lines 2 through 5 in column (d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 8 Net gaming income summary. Combine lines 1, column (d) and line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G YES NO 9 Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'No,' explain:
9a
10 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . . . . . . . . . . . . . . . b If 'Yes,' explain:
10 a
11 Does the organization operate gaming activities with nonmembers?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
12 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 BAA TEEA3702L 02/05/10 Schedule G (Form 990 or 990-EZ) 2009
Schedule G (Form 990 or 990-EZ) 2009
Collaborative for Children
76-0228065
Page 3 YES NO
13 Indicate the percentage of gaming activity operated in: a The organization's facility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 a % b An outside facility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 b % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name: G Address: G 15 a Does the organization have a contact with a third party from whom the organization receives gaming revenue? . . . . . . . . . b If 'Yes,' enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ . c If 'Yes,' enter name and address of the third party:
15 a
Name: G Address: G 16 Gaming manager information Name: G Gaming manager compensation G
$
Description of services provided: G Director/officer
Employee
Independent contractor
17 Mandatory distributions a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 a b 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: G $ BAA TEEA3703L 02/05/10 Schedule G (Form 990 or 990-EZ) 2009
SCHEDULE I
Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Grants and Other Assistance to Organizations, Governments and Individuals in the United States
(Form 990)
2009
Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22. G Attatch to Form 990.
Open to Public Inspection
Name of the organization
Employer identification number
Collaborative for Children Part I General Information on Grants and Assistance
76-0228065
1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. See Part IV
X Yes
No
Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use Part IV and Schedule I-1 (Form 990) if additional space is needed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 1
(a) Name and address of organization or government
AAMA - George Sanchez Child Care 6001 Gulf Freeway Houston, TX 77023 Agape Christian Preschool 1401 Strawberry Road Pasadena, TX 77502 Bridge City ISD 1031 West Rounchbunch Bridge City, TX 77611 Charles Ray Ogden Child Care Ctr 5800 Uvalde Houston, TX 77049 Community Family Centers 7305 Navigation Houston, TX 77011 Country Day Montessori School 2333 Sylvan Lane Baytown, TX 77521 Destiny Village P.O. Box 3488 Pasadena, TX 77501 Faith Lutheran Day School 1600 Louisiana Houston, TX 77002
(b) EIN
(c) IRC section if applicable
(d) Amount of cash grant
(e) Amount of non-cash assistance
(f) Method of valuation (book, FMV, appraisal, other)
(g) Description of non-cash assistance
(h) Purpose of grant or assistance
74-1696961
11,843.
0.
UWBB Incentives
76-0001547
18,887.
0.
UWBB incentives
74-6000412
32,000.
0.
Hurricane Ike Relief
74-6028285
15,997.
0.
UWBB Incentives
74-1691632
17,191.
0.
UWBB Incentives
20-2069818
5,100.
0.
Hurricane Ike Relief
74-1989590
7,859.
0.
UWBB Incentives
74-1109737
195,239.
0.
Hurricane Ike Relief
2 Enter total number of section 501(c)(3) and government organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 1 3 Enter total number of other organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 20 BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901L 02/10/10 Schedule I (Form 990) 2009
Collaborative for Children 76-0228065 Page 2 Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22. Use Part IV and Schedule I-1 (Form 990) if additional space is needed.
Schedule I (Form 990) 2009
Part III
(a) Type of grant or assistance
(b) Number of recipients
Hurricane Ike Relief
Part IV
(c) Amount of cash grant
1
(d) Amount of non-cash assistance
(e) Method of valuation (book, FMV, appraisal, other)
(f) Description of non-cash assistance
6,822.
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Part I, Line 2 - Grantmaker's Description of How Grants are Used Collaborative for Children makes grants of cash and equipment to area early childhood educators and childcare providers.
Grant recipients are required to sign a letter of
agreement that the funds were or will be
used for their stated purposes. Written
reports to Collaborative for Children on the use of funds is required.
BAA
Schedule I (Form 990) 2009 TEEA3902L
02/10/10
OMB No. 1545-0047
SCHEDULE I-1 (Form 990)
Continuation Sheet for Schedule I (Form 990)
2009
G Attach to Form 990 to list additional information for Schedule I (Form 990), Part II and Part III.
Department of the Treasury Internal Revenue Service
Open to Public Inspection
Name of the organization
Employer identification number
Collaborative for Children 76-0228065 Part I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and address of organization or government Faith Lutheran Day School 4600 Bellaire Blvd. Bellaire, TX 77401 Field YWCA 703 East 17th Street Houston, TX 77008 His Place Child Care Center 700 Telephone Road Houston, TX 77023 House of Tiny Treasures 1529 Lombardy Houston, TX 77023 Kandy Stripe Academy 8701 Deliliah St. Houston, TX 77033 Peter E. Hyland Child Care Ctr 1906 Decker Drive Baytown, TX 77520 Sharp Early Development 4202 Reed Rd. Houston, TX 77051 South Park Child Development Ctr 5874 BellfortSt. Houston, TX 77033 Star of Hope 6801 Ardmore St. Houston, TX 77054 Teeter Totter Village 9133 Scott St. Houston, TX 77051
(b) EIN
(c) IRC section if applicable
(d) Amount of cash grant
(e) Amount of non-cash assistance
(f) Method of valuation (book, FMV, appraisal, other)
(g) Description of non-cash assistance
(h) Purpose of grant or assistance
74-1383286
6,500.
Hurricane Ike Relief
74-1109658
8,884.
UWBB Incentives
76-0349090
5,869.
UWBB Incentives
76-0260430
12,183.
UWBB Incentives
76-0360893
74-6000251
6,045. Cost
Equipment
College-Bound Program UWBB Incentives
17,490.
23-7062976
6,751. Cost
Equipment
College-Bound Program
74-1695737
15,283. Cost
Equipment
College-Bound Program
74-1152599
76-0538719
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
UWBB Incentives
12,141.
5,220. Cost
TEEA4001L 01/30/10
Equipment
College-Bound Program
Schedule I-1 (Form 990) 2009
OMB No. 1545-0047
SCHEDULE I-1 (Form 990)
Continuation Sheet for Schedule I (Form 990)
2009
G Attach to Form 990 to list additional information for Schedule I (Form 990), Part II and Part III.
Department of the Treasury Internal Revenue Service
Open to Public Inspection
Name of the organization
Employer identification number
Collaborative for Children 76-0228065 Part I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and address of organization or government Walker's Day Care 8432 Livingston Houston, TX 77051 West End Child Care Center 170 Heights Blvd. Houston, TX 77007 Wheeler Avenue Baptist Church Ct 3810 Ruth Houston, TX 77004
(b) EIN
(c) IRC section if applicable
(d) Amount of cash grant
76-0091974
(f) Method of valuation (book, FMV, appraisal, other)
6,551. Cost
74-1678795
11,556.
30-0399943
6,872.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
(e) Amount of non-cash assistance
(g) Description of non-cash assistance
Equipment
(h) Purpose of grant or assistance
College-Bound Program UWBB Incentives Hurricane Ike Relief
TEEA4001L 01/30/10
Schedule I-1 (Form 990) 2009
SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Noncash Contributions
2009
G Complete if the organizations answered 'Yes' on Form 990, Part IV, lines 29 or 30. G Attach to Form 990.
Open To Public Inspection
Name of the organization
Employer identification number
Collaborative for Children Part I Types of Property
76-0228065
1 2 3 4 5 6 7 8 9 10 11 12
(a) Check if applicable
(b) Number of Contributions
X
5
(c) Revenues reported on Form 990, Part VIII, line 1g
(d) Method of determining revenues
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. . . . . . . . . . . . . . . . . . . . . . .
13 Qualified conservation contribution' Historic structures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Qualified conservation contribution'Other . . . . . . . 15 Real estate'Residential. . . . . . . . . . . . . . . . . . . . . . . . 16 Real estate'Commercial . . . . . . . . . . . . . . . . . . . . . . . 17 Real estate'Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Collectibles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Food inventory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Drugs and medical supplies. . . . . . . . . . . . . . . . . . . . . 21 Taxidermy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Historical artifacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Scientific specimens . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Archeological artifacts. . . . . . . . . . . . . . . . . . . . . . . . . . 25 Other G ( Supplies ). . . . 26 Other G ( ). . . . 27 Other G ( ). . . . 28 Other G ( ). . . .
75,228. FMV
29 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
29 Yes
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes,' describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? . . . .
No
30 a
X
31
X
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 a X b If 'Yes,' describe in Part II. 33 If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2009
TEEA4601L
02/08/10
Collaborative for Children 76-0228065 Page 2 Part II Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.
Schedule M (Form 990) 2009
BAA
TEEA4602L
07/21/09
Schedule M (Form 990) 2009
SCHEDULE O
Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Supplemental Information to Form 990
(Form 990)
2009
Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. G Attach to Form 990.
Open to Public Inspection
Name of the organization
Employer identification number
Collaborative for Children
76-0228065
Form 990, Part III, Line 1 - Organization Mission The organization builds a strong educational foundation for young children to succeed in school and in life by providing child care information and assistance, educational materials and seminars, grants and awards to childcare facilities, and family and community education and support for quality early childhood education. Form 990, Part VI, Line 11 - Form 990 Review Process The organization works with its independent accounting firm to provide and review the information necessary to prepare the from 990. A draft of the 990 is circulated to key staff and to the finance committee composed of board members and community volunteers for review and discussion. It is then provided to the Executive committee and the board of directors prior to filing. Form 990, Part VI, Line 12c - Explanation of Monitoring and Enforcement of Conflicts Annual explanation and distribution of the policy and execution of acknowledgment.
Form 990, Part VI, Line 15b - Compensation Review & Approval Process for Officers & Key Employees A community volunteer committee meets on a regular basis to discuss and make recommendations on compensation issues. The organization annually conducts a survey of similar non-profit organizations and subscribes to a report prepared on compensation issue. In addition employees are evaluated formally in writing annually and scored. Form 990, Part VI, Line 19 - Other Organization Documents Publicly Available Available upon request and through national and local bodies providing public information including Guidestar and DonorHouston.
BAA
For Privacy Act and paperwork Reduction Act Notice, see the instructions for Form 990.
TEEA4901L
07/17/09
Schedule O (Form 990) 2009
Schedule O (Form 990) 2009
Page 2
Name of the organization
Employer identification number
Collaborative for Children
76-0228065
BAA
Schedule O (Form 990) 2009 TEEA4902L
07/17/09