C10 i Form I 990 Pe- Do not enter Social Security numbers on this form as it may be made public. i—iAddresS / /change Name change and ending D Employer identification number UNITED IN PURPOSE I I Room/suite I E Telephone number 650 - 472 - 0026 1,107,689. 2995 WOODSIDE ROAD, SUITE 400B IAe 1- 1Applica'bon pending 26 - 2495973 Doing Business As Number and street (or P.O. box if mail is not deiivered to street address) lreWm 1-7Terminated rnended I Open to Public Inspection tli• Information about Form 990 and its instructions is at www irc gnv/fnrm9411 C Name of organization applicable: 2013 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) A For the 2013 calendar year, or tax year beginning B check if OMB No. 1545-0047 Return of Organization Exempt From Income Tax Department of the Treasury Internal Revenue Service Li 3 2-013 City or town, state or province, country, and ZIP or foreign postal code G Gross receipts WOODS IDE , CA 94062 H(a) Is this a group return F Name and address of principal officerWILLIAM DALLAS I= Yes for subordinates? LXJ No H(b) Are all subordinates included7= Yes No SAME AS C ABOVE ) 41 (insert no.) Li 4947(a)(1) or Li 527 If 'No, * attach a list. (see instructions) I Tax exempt status . LI 501(c)(3) LX] 501(c) ( WWW . UNITED INPURPOSE . ORG H(c) Group exemption number II1P• website: I Trust I I Association 1 1 Other P. L Year of formation: 20081 m State of legal domicile: CA K Form of organization: I X1 Corporation I - Part I I Summary A NON— PARTISAN ORGANIZATION THAT ACTIVELY SUPPORTS CHRISTIAN INVOLVEMENT IN THE CIVIC ARENA. 1 Briefly describe the organization's mission or most significant activities: Act ivities & G 2 Check this box PD. I. _I if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, line la) 4 Number of independent voting members of the governing body (Part V1, line lb) 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 6 Total number of volunteers (estimate if necessary) RE, Contributions and grants (Part VIII, line 1h) 9 Program service revenue (Part VIII, line 2g) .ik Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, 10c, and 11e) 12 Total revenue - add lines 6 through 11 (must equal Part VIII, column (A), line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 14 Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 0 a. X UJ 16a Professional fundraising fees (Part IX, column (A), line 11e) b Total fundraising expenses (Part IX, column (D), line 25) PIP 3 50 Current Year 1,080,000. 27,683. 6. 0. 1,107,689. 159,541. 0. 197,519. 0. . . 1,995,878. o. 0. 447,040. 0. Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12 502,815. 859,875. 1,610,413. 2,057,453. -6 1,5 75. 247,814. Beginning of Current Year In C 711 0. 7b 14,046. 17 0 CD WM .M 10 0. 7a 'Re.gelaril e S°64, 000 . 25,878 . 10 Investment income (Part VIII, column (A), lines 3.4, and 7d) 11 10 5 6 monleV 7 a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 8 k\i-t-A-/-.-1.3V.= Off° 20 21 22 5 2 4 End of Year 257,768. 0. 257,768. 9,954. 0. 9,954. Total assets (Part X, line 16) Total liabilities (Part X, line 26) Net assets or fund balances Subtract line 21 from line 20 I Part II I 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 (otfigr thansfificer) is based on all information of which preparer has any knowledge. 8/8/14 X Signature offitlic Sign ate Here \ WILLIAM DALLAS, PRESIDENT pr I ype or print name and title Print/Type preparers name Dale Preparers signature Paid DAVID A SEEBA , CPA e4A.10 Preparer Firm's name SEEBA & ASSOCIATES, INC . Use Only Firm's address 1825 HAMILTON AVE SAN JOSE, CA 95125 - 5624 , May the IRS discuss this return with the preparer shown above? (see instructions) 332001 10- 29 - 13 LHA For Paperwork Reduction Act Notice, see the separate instructions. Check Dec* dil Ae 2/2/V-ti Firm's EIN I II PTIN P00747048 94 - 2767324 Phone no.408-559-8410 K—MYe 4; Form 990 (2013) 26-2495973 UNITED IN PURPOSE Form 990 (2013) page 2 I Part Ill Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III I Briefly describe the organization's mission: A NON-PARTISAN ORGANIZATION ACTIVELY SUPPORTING CHRISTIAN INVOLVEMENT IN THE CIVIC ARENA. WE BELIEVE THAT THE COMMUNITY OF FAITH CAN HAVE A TREMENDOUS IMPACT ON OUR COUNTRY, ITS GOVERNMENT, AND ITS CULTURE BY BECOMING EDUCATED IN THE BIBLICAL WORLDVIEW. 2 Did the organization undertake any significant program services during the year which were not listed on EII the prior Fomi 990 or 990-EZ? es 1 X I No =Yes LXJ No If 'Yes, describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? If 'Yes,* describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(0(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses 5 159,541.)owemes 815,3 7 5 . including grants of $ 27,683 .) UNITED IN PURPOSE INC (UIPI) PROVIDED RESOURCES AND INFRASTRUCTURE FOR LIKE-MINDED CHRISTIAN ORGANIZATIONS AND MINISTRIES TO EDUCATE AND MOBILIZE THEIR CONSTITUENCIES FOR THE COMMON CAUSE OF BRINGING THE BIBLICAL WORLDVIEW TO THE FOREFRONT OF AMERICAN LIFE. 4b (Code: ) 4c (Code: ) (Expenses$ 4d Other program services (Describe in Schedule 0.) (Expenses $ (Expenses $ 4e Total program service expenses III. including grants of ) (Revenue $ including grants of $ ) (Revenue $ ) (Revenue S including grants of $ 815,375. Form 332002 10-29-13 2 990 (2013) Form 990 2013) I Part IVI Checklist 26-2495973 UNITED IN'URPOSE page3 ci Require11 Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? X If "Yes," complete Schedule A X 2 Is the organization required to complete Schedule B, Schedule of ContributorR 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 1 3 X 5 X 4 Section 501(0(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II 5 lathe organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes," complete Schedule C, Part 111 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule Part I 7 6 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 11 7 X 8 X Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes," complete 8 Schedule D, Part III 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 10 9 X Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent 10 X 11a X 1113 X llo X Part X, line 16? If "Yes," complete Schedule D, Part IX 11d X Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X 11e endowments, or quasi-endowments? If "Yes, "complete Schedule 0, Part V If the organization's answer to any of the following questions is "Yes,' then complete Schedule D, Parts VI, VII, VIII, IX, or X 11 as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule 0, Part VI b 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 c 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, fine 16? If "Yes," complete Schedule D, Part VIII d e f 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 Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes,' complete Schedule D, Part X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,' complete Schedule 0, Parts XI and XII 111 X 12a X b Was the organization included in consolidated, independent audited financial statements for the tax year? Parts XI and XII is optional If "Yes,' and if the organization answered "No" to line 12a, then completing Schedule If "Yes, complete Schedule E 13 Is the organization a school described in section 170(b)(1)(A)(ii)? 12b X 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a a 13 b Did the organization have aggregate revenues or expenses of more than $10,000 frorri grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 14b X or more? If 'Yes,' complete Schedule F, Parts land IV 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts and IV 16 X 17 X 18 X 19 X Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and Ba? If 'Yes, "complete Schedule G, Part II 19 16 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 l ie? If "Yes," complete Schedule G, Part! 18 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV 17 15 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? complete Schedule G, Part M 20a Did the organization operate one or more hospital facilities? If "Yes,' complete Schedule H b If "Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? If 'Yes," 20a 20b Form 332003 10-29-13 3 990 (2013) 26-2495973 UNITED IN PURPOSE Form 990 (2013) 'Part IV 1Checklist of Required Schedules (continued) . Page 4 Yes No 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and If 22 21 X Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), fine 2? If "Yes," complete Schedule I, Parts land III 22 X 23 X 24a X Did the organization answer 'Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current 23 and former officers, directors, trustees, key employees, and highest compensated employees? if "Yes,' complete Schedule J 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If 'Yes," answer lines 24h through 24d and complete Schedule K. If "No', go to line 25a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease 24c any tax-exempt bonds? d. Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 25a Section 501(c)(3) and 501(cX4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part! 24d 25a X 25b X 26 X 27 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 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a 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 X c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV X 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M 31 31 X 32 X 33 X 34 X 35a X 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 34 X Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/f "Yes," complete Schedule N, Part ll 33 30 Did the organization liquidate, terminate, or dissolve and cease operations? if "Yes," complete Schedule N, Part! 32 X Was the organization related to any tax -exempt or taxable entity? If "Yes,' complete Schedule R, Part II, Ill, or IV, and Part V, line 1 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b 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 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 38 X 37 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part V1, lines 11 b and 19? 38 X Note. All Form 990 filers are required to complete Schedule 0 Form 332004 10-29-13 4 990 (2013) Form 990(2013) 26 - 2495973 UNITED IN PURPOSE page 5 [ Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V la Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable I b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable la lb I 22 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? reported on Form rm W-3, Transmittal of Wage and Tax Statements, 2a Enter the number of employees report filed forthe e calendar year ending with or within the year covered by this return 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? I 10 Note. If the sum of lines 1a and 2a is greater than 250, you may be required toe-file (see instructions) X 3a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990-T for this year? If 'No, to line 3b, provide an explanation in Schedule 0 4a 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:1 0See instructions for filing requirements for Form TO F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a 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? c If "Yes,' to line 5a or 5b, did the organization file Form 8886-T? 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit X any contributions that were not tax deductible as charitable contributions? b If "Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). 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'? d If Yes," indicate the number of Forms 8282 filed during the year e I 7d I Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g 7e if If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . ,. h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 8 Sponsoring organizations maintaining donor advised hinds and section 509(a)(3) supporting organizations. Did the supporting 7h organization, or a donor advised fund maintained by a sponsoring Organization, have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person? 10 Section 501(cX7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10a] 10b Section 501(cX12) organizations. Enter: 11 a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 12a Section 4947(aX1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If 'Yes," enter the amount of tax-exempt interest received or accrued during the year 12a 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. 13a a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule CI. b Enter the amount of reserves the organization is required to maintain by the states in which the 13b I organization is licensed to issue qualified health plans 13c c Enter the amount of reserves on hand 14a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes,' has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 140 14b Form 332005 10-29-13 5 990 (2013) Form 990 (2013) 26-2495973 UNITED IN PURPOSE Page 6 I Part VII Governance, Management, and Disclosure For each "Yes response to lines 2 through 7b below, and fora No response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. ix! Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governing Body and Management Yes No la la Enter the number of voting members of the governing body at the end of the tax year 5 II there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. 2 b Enter the number of voting members included in line la, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other 2 officer, director, trustee, or key employee'? 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? X 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 6 Did the organization have members or stockholders? 6 X 7a X 7b X -- 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the -following: 8 8a 8b X a The governing body? b Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule 0 X 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code) Yes No 10a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? I 11::aa X •113 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? [ 1 1 X b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a X 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 X required to disclose annually interests that could give rise to conflicts? 121 b Were officers, directors, or trustees, and key employees c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe 12c X 1 13 1 in Schedule 0 how this was done 13 14 15 Did the organization have a written whistleblower policy? 1X 14 Did the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? . 15a 15b a The organization's CEO. Executive Director, or top management official b Other officers or key employees of the organization If 'Yes' to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a x 1 16a 1 taxable entity during the year? b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's 16b exempt status with respect to such arrangements? Section C. Disclosure 17 18 List the states with which a copy of this Form 990 is required to be filed ■ CA Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. =I Own website 19 Another's website LX] Upon request Other (explain in Schedule 0) Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization: Po. REID RUTHERFORD — 6 5 0 — 4 7 2 — 0 0 2 6 2995 WOODSIDE ROAD, SUITE 400B, WOODSIDE, CA 94062 Form 332006 10-29-13 6 990 (2013) 26 2495973 UNITED IN PURPOSE Form 990 O13) 'Part Viii Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Pagel - Check if Schedule 0 contains a response or note to any line in this Part VIE 1-20 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's 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, if any. See instructions for definition of "key employee." • 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 neither the organization nor any related organization compensated any current officer, director, or trustee. ( 1 ) WILLIAM DALLAS REID RUTHERFORD JOHN MURPHY (4) Z1 = ci g E A- -- (F) Estimated amount of other compensation from the organization and related organizations FD rme r . .,.. 0 .ed ... E (E) Reportable compensation from related organizations (W-2/1099-MISC) 0. 4,649. 34,110. O. 5,385. X 0. 0. 0. X 18,000. O. 0. X 0. 0. 0• 55,800. X ' X X 2.00 8.00 DIRECTOR ( 5 ) DAVID BARTON officer and a thrector/rustea) X DIRECTOR ROBERT D. MCEWEN (do not ch eck more th an one bOK unless person is both an 10.00 SECRETARY (3) (D) Reportable compensation from the organization (W-2/1099-MIsq 10.00 PRESIDENT/CEO (2) (C) Position Institutiona ltrus tee (B) Average hours per week (list any hours for related organizations below line) In d ividualtrustee o r dIrec ta r (A) Name and Title 2.00 DIRECTOR A .. ' Form 332007 10-25-13 7 WV (2013) Part VIII 26-2495973 page8 UNITED IN PURPOSE Form 990 (2013) Section A. Officers. Directors. Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (13) Average hours per week (list any hours for related organizations below line) (C) Position (do not cheek more than one box untess person ts both an officer and a droctor/trustee) g'.. (E) Reportable compensation from related organizations (W-2/1099-M the organization (W-2/1099-MISC) ' (F) Estimated amount of other compensation from the organization and related organizations usq . • OP. NI' Po. lb Sub-total c Total from continuation sheets to Part VII, Section A d Total (add lines lb and 1c) 2 (D) Reportable compensation from Rame r &.... 5? 4 . Hig hest co mpensa ted 'employ ee dua l Itustee or direc tor In !Institu tio na l trustee 1 Name and title 10,034. 107,910. 0. 0. 0. 0. 107,910. 0. 10,034. Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable 2 compensation from the organization 110. Yes 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line la? If "Yes,' complete Schedule J for such individual 4 For any individual listed on fine 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 or individual 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. Report compensation for the calendar year ending with or within the organization's tax year. _ _ (B) (A) Description of services Name and business address NONE (C) Compensation - 2 Total number of independent contractors (including but not limited to those listed above) who received more than 0 $100,000 of compensation from the organization 1110Form 332908 10-29-13 8 990 (2013) 26-2495973 UNITED IN PURPOSE Form 990 pm) I Part VIII I Statement of Revenue . I Contr ibutions, Gifts, Grants1 andOther Similar Amounts . IC) (A) (B) Total revenue Related or exempt function revenue lc __ NOnCaSil . id e Government grants (contributions) f All other contributions, gifts, grants, and similar amounts not included above g ■ if 1 , 080, . ,.. IF , 080,000. . Business Code! I Prog ram Service II Revenue ---- - - . 000. lxintributions included in lines la -1f: $ h Total. Add lines la-if 2a . lb c Fundraising events d Related organizations Revenuncluded from tax under sections 512 - 514 Unrelated business revenue 1 a Federated campaigns b Membership dues Page 611600 RESOURCE .MATERIALS 27,683. 27,683. b C d e f All other program service revenue q Total. Add lines 2a-2f 3 27,683. . Po , . Investment income (including dividends, interest, and other similar amounts) 4 Income from investment of tax-exempt bond proceeds 5 Royalties (I) Real Real 6. 6. Po (ii) Personal . 6 a Gross rents b Less: rental expenses c Rental income or (loss) d Net rental income or (loss) 1111 .. 7 a Gross amount from sales of ' (ii) Other (i) Securities assets other than inventory b Less: cost or other basis - - and sales expenses c Gain or (loss) 1111 d Net gain or (loss) "" . Other Revenue 8 a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 b Less: direct expenses a b c Net income or (loss) from fundraising events Po 9 a Gross income from gaining activities. See Part IV, line 19' b Less: direct expenses - a b c Net income or (loss) from gaming activities DP" . 1 10 a Gross sales of inventory, less returns a and allowances b Less: cost of goods sold b c Net income or (loss) from sales of inventory . Miscellaneous Revenue , Po Business Code . I1 a b C d All other revenue e Total. Add lines 11a-11 d 12 Total revenue. See instructions. . ito 0. 0.,107,689. .3.4200n 27,683. 6. O. Form 1D-29 13 9 990 (2013) 77-7"T7777 iv) UNITED IN PURPOSE Form 990 (2013) I Part IX I Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part IX (A) (B) Program service Total expenses expenses Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 (C} Management and general expenses MI Fundraising expenses . Grants and other assistance to governments and _.. 159,541. 159,541. organizations in the United States. See Part IV, line 21 Grants and other assistance to individuals in 2 . the United States. See Pad IV, line 22 Grants and other assistance to governments, 3 organizations, and individuals outside the United States. See Part IV, lines 15 and 16 . 4 • Benefits paid to or for members 5 Compensation of current officers, directors, 6 trustees, and key employees Compensation not included above, to disqualified 99,943. 84,952. 9,994. 4,997. 69,112. 8,131. 4,065. 2,965. 10,863. 349. 1,278. 174. 639. persons (as defined under section 4958(f)(1)) and • persons described in section 4958(c)(3)(8) 7 8 Other salaries and wages Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 81,308. 9 Other employee benefits 3,488. 12,780. 10 Payroll taxes 11 • Fees for services (non-employees): a Management b Legal c Accounting d Lobbying e Professional fundraising services. See Part IV, fine 17 -900. 2,901. -900. 2,901. I Investment management fees g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch 0 ) 12 Advertising and promotion 13 Office expenses 14 Information technology 15 16 Occupancy 17 Travel 385,893. 29,928. 952. 5,381. 385,893. 29,928. 809. 4,574. 95. 538. 48. 269. 27,780. 17,961. 23,613. 15,426. 2,778. 1,690. 1,389. 845. 22,781. 19,364. 2,278. 1,139. Royalties 18 Payments of travel or entertainment expenses 19 for any federal, state, or local public officials Conferences, conventions, and meetings 20 21 Interest Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) 24 a TELEPHONE, TELECOMMUNIC PAYROLL PROCESSING c INSURANCE-WORKERS COMP d SUPPLIES b e All other expenses 26 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization , ' . 3,291. 1,536. 949. 882. 1,677. 815,375. 3,872. 1,807. 1,117. 1,038. 2,304. 859,875. 194. 90. 56. 52. 89. 14,046. 387. 181. 112. 104. 538. 30,454. reported in column (B) foint costs from a combined educational campaign and fundraising solicitation. Check here 11111. I= if following SOP 98-2 PSC 958-7201 .... Form WU (2013) 332010 10-29-13 10 Form 990(2 013) [rill TT-7'7777T UNITED IN PURPOSE BalancieShee 1PartX I Check if Schedule 0 contains a response or note to any .line in this Part X . (B) End of year 1 (A) Beginning of year 1 27,311. Savings and temporary cash investments 2 . 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, 1 2 9,954. Cash - non-interest-bearing 200,457. trustees, key employees, and highest compensated employees. Complete 5 Part ll of Schedule L Loans and other receivables from other disqualified persons (as defined under 6 section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing .- Assets employers and sponsoring organizations of section 501(c)(9) voluntary 7 8 . 9 employees' beneficiary organizations (see instr). Complete Part II of Sch L 6 Notes and loans receivable, net 7 Inventories for sale or use s Prepaid expenses and deferred charges 9 30,000. ' 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D Liabilities I b Less: accumulated depreciation • - 10a 10c 10b r 11 Investments - publicly traded securities 11 12 Investments - other securities. See Part IV, line 11 12 •13 Investments - program-related. See Part IV, line 11 13 14 Intangible assets 14 15 16 Other assets. See Part IV, line 11 Total assets. Add linesl through 15 (must equal line 34) 17 Accounts payable and accrued expenses 17 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D 20 21 22 Loans and other payables to current and former officers, directors, trustees, 15 9,954. 257,768. 16 . - key employees, highest compensated employees, and disqualified persons. Complete Part ll of Schedule L 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 25 Unsecured notes and loans payable to unrelated third parties 24 i Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Net Assets or FundBalances I Schedule D 26 0. Total liabilities. Add lines 17 through 25 Organizations that follow SPAS 117 (ASC 958), check here po. 25 26 complete lines 27 through 29, and lines 33 and 34. 9,954. 27 27 Unrestricted net assets 28 Temporarily restricted net assets 28 29 Permanently restricted net assets 29 ..- . O• _ I X I and 257,768. Organizations that do not follow SFAS 117 (ASC 958), check here Ow and complete lines 30 through 34. 30 31 30 Capital stock or trust principal, or current funds 31 Paid-in or capital surplus, or land, building, or equipment fund 32 Retained earnings, endowment, accumulated income, or other funds 1 34 32 9,954. 9,954. 33 . Total net assets or fund balances Total liabilities and net assets/fund balances 33 34 257,768. 257,768: . ___ Form BBU (2013) 332911 10-29-13 11 26-2495973 UNITED IN PURPOSE Form 990(2013) Page 12 I Part.XI I Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Part XI Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses. Subtract line 2 from line 1 3 4 Net assets or fund balances at beginning of year (must equal Part X. line 33, column (A)) 4 5 Net unrealized gains (losses) on investments 5 6 Donated services and use of facilities 6 7 Investment expenses 7 8 Prior period adjustments 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 9 10 1,107,689. 59,875. 247,814. 9,954. 1 1 2 O. Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) IPart . XIII Financial 257,768. 10 Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII Yes No Accounting method used to prepare the Form 990: LIU Cash = Accrual 1 1 1 Other If the organization changed its method of accounting from a prior year or checked 'Other," explain in Schedule O. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis I= Consolidated basis I I Both consolidated and separate basis 2b b Were the organization's financial statements audited by an independent accountant? If 'Yes, check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: I= Separate basis c Consolidated basis Both consolidated and separate basis If 'Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit 3a 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 0 and describe any steps taken to undergo such audits 3h Form 332012 10-29-13 12 990 (2013) criteria used to award the grants or assistance? 2013 Open to Public Inspection Ell Yes 2 , , 501(C)(3) (c) IRC section if applicable For Paperwork Reduction Act Notice, see the Instructions for Form 990. Enter total number of other organizations listed in the line 1 table 17 159,541, (d) Amount of cash grant Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 332191 10-29-13 LHA 2 3 • 27-0455540 (b) EIN 0, (e) Amount of non-cash assistance recipient that received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name and address of organization or government (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance Schedule I (Form 990) (2013) OPERATING FUNDS (h) Purpose of grant or assistance p No 26-2495973 Employer identification number 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 www irc gnulfnrrnetIn • OMB No 1545-0047 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Part II 1 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 1 UNITED IN PURPOSE EDUCATION 2995 WOODSIDE ROAD STE 400 WOODSIDE, CA 94062 1 1 UNITED IN PURPOSE Information about Schedule I (Form 990) and its instructions is at 1110. Attach to Form 990. Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Part I I General Information on Grants and Assistance Name of the organization Department of the Treasury Internal Revenue Service SCHEDULE I (Form 990) Schedule I (Form 990) (2013) UNITED IN PURPOSE cash grant recipients ._ (c) Amount of (b) Number of cash assistance (d) Amount of non- (e) Method of valuation (book, FMV, appraisal, other) 332102 10-29-13 18 REGULAR COMMUNICATION WITH THE RECIPIENT ORGANIZATION. EXPLANATION: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH PART I, LINE 2: Part IV I Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information. (a) Type of grant or assistance Part III can be duplicated if additional space is needed. I Part III I Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. A Page 2 Schedule I (Form 990) (2013) (I) Description of non.cash assistance 26-2495973 SCHEDULE0 (Form 960 or 990-EZ) Department of the Treasury Internal Revenue Service Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. IIII. Information about Schedule 0 !Form 990 or 990-ED and its insfructions is at MAIM/ OMB No. 1545-0047 2013 Open to Public Inc (Jnr//çrrmOOfl inspection Employer identification number Name Of the organization 26-2495973 UNITED IN PURPOSE FORM 990, PART VI, SECTION B, LINE 11: EXPLANATION: THE DRAFT TAX RETURN WAS REVIEWED BY THOSE INDIVIDUALS CHARGED WITH HANDLING FINANCIAL MATTERS. THE FINAL RETURN WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C: EXPLANATION: THE CONFLICT OF INTEREST POLICY REQUIRES THAT DIRECTORS AND OFFICERS AND ANY MEMBERS OF COMMITTEES SHALL SIGN AN ANNUAL STATEMENT THAT THEY HAVE RECEIVED AND READ THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY ALSO REQUIRES THE INTERESTED PARTY TO DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICTS OF INTEREST WHICH WOULD THEN BE INVESTIGATED BY A COMMITTEE APPOINTED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15: EXPLANATION: ALL COMPENSATION MATTERS ARE BROUGHT BEFORE THE BOARD OF DIRECTORS FOR REVIEW. BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS PERTAINING TO THEIR SPECIFIC SITUATIONS. FORM 990, PART VI, SECTION C, LINE 19: EXPLANATION: THE ORGANIZATION MARES IT GOVERNING DOCUMENTS AND POLICIES, EXEMPTION APPLICATION AND TAX RETURNS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FORM 990, PART VII AND IX EXPLANATION: THE ORGANIZATION-USES A COMMON AGENT TO PAY EMPLOYEES, FILE PAYROLL TAX RETURNS AND ISSUE FORM W -2S. THE FORMS WERE ISSUED LRA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 332211 09-04-13 19 Schedule 0 (Form 990 or 990-EZ) (2013) Page 2 Schedule 0 (Form 990 or 990-EZ) (2013) Employer identification number Name of the organization 26-2495973 UNITED IN PURPOSE UNDER THIS ORGANIZATIONS' FEDERAL IDENTIFICATION NUMBER. THE AMOUNTS REPORTED IN PARTS VII AND IX ARE ONLY FOR THE COMPENSATION AND BENEFITS PAID ON BEHALF OF THIS ORGANIZATION. FORM 990, PART IX, LINE 11G, OTHER FEES: SUBCONTRACTOR REPRESENTATIVES: 90,862. PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 90,862. TOTAL EXPENSES PIONEER DATA: 271,980. PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 271,980. TOTAL EXPENSES OTHER SUBCONTRACTORS: 23,051. PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 23,051. TOTAL EXPENSES TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 7322-17 09-04-13 385,893. Schedule 0 (Form 990 or 990-EZ) (2013) 20 8868 Form Application for Extension of Time To File an Exempt Organization Return (Rev. January 2014) OMB No. 1545-1709 BID- File a separate application for each return. Department of the Treasury Internal Revenue Service Information about Form 8868 and its instructions is at wwwirs.gov/forrn8868 • LIU • If you are filing for an Automatic 3-Month Extension, complete only Part l and check this box • If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form). you have already been granted an automatic 3-month extension on a previously filed Form 8858. Do not complete Part 11 unless Electronic filing (e _file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 9901), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit www.irs.govIefile and click on e-file for Charities & Nonprofits. Automatic 3-Month Extension of Time. Only submit original (no copies needed). I Part" A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete 10- Part I only All other corporations (including 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter filer's identifying number Type or Employer identification number (EIN) or Name of exempt organization or other filer, see instructions. print 26-2495973 UNITED IN PURPOSE File by the due date for filing your return. See instructions. Social security number (SSN) Number, street, and room or suite no. It a P.O. box, see instructions. 2995 WOODSIDE ROAD, SUITE 400B City, town or post office, state, and ZIP code. For a foreign address, see instructions. WOODSIDE, CA 94062 o hl Enter the Return code for the return that this application is for (file a separate application for each return) Return Application Code Is For Return Application Code Is For Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 _ Form 8870 12 • The books are in the care of Telephone No.' REID RUTHERFORD 2995 WOODSIDE ROAD, SUITE 400B — WOODSIDE , CA 9 4 0 6 2 6 5 0 - 4 7 2=0 0 2 6 Fax No. 1110. • If the organization does not have an office or place of business in the United States, check this box • If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) box 1 I. EJ . If it is for part of the group, check this box Pr. P. Ti and attach a list with the names and EINs of all members the extension is for. I request an automatic 3-month (6 months for a corporation required to file Form 990-1) extension of time until AUGUST 15, 2014 , 1=1 . If this is for the whole group, check this . to file the exempt organization return for the organization named above. The extension is for the organization's return for: 10. LK] calendar year 2013 or LII tax year beginning 2 , and ending LIII Initial return If the tax year entered in line 1 is for less than 12 months, check reason: Final return I=1 Change in accounting period 3a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. b 3a $ 0. 3b $ 0. 3c $ 0. If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-E0 and Form 8879-EO for payment instructions. LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. 323841 12-31-13 21 Form 8868 (Rev. 1-2014)