Return of Organization Exempt From Income Tax 990 Department of the Treasury Internal Revenue Service Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) ¯ The organization may have to use a copy of this return to satisfy state reporting requirements. A For the 2012 calendar year, or tax year beginning !C Name of organization Check if B OMB No. 1545-0047 2012 Open to Public Inspection and ending D Employer identification number applicable: J--x--]Address change ’"---]Name change I’--’~ Initial return r---] Terminated --]Amended return r--~ tAioPnPlicapending Doin~l Business AS Number and street (or P.O. box if mail is not delivered to street address) 2995 WOODSIDE ROAD, SUITS 400B City, town, or post office, state, and ZIP code WOODSIDE, CA 26-2495973 ] R0om/suite E Telephone number I G 94062 F Name and address of principal Gross 650-4?2-0026 I, 995,878. receipts $ H(a) Is this a group return ~ Yes I--X-] No for affiliates? H(b) Are all affiliates included? [~] Yes [----] No If "No," attach a list. (see instructions) officer:WILLIAM DALLAS SAME AS C ABOVE I Tax-exem3t statusi L__J 501(c)(3) ~ 501(c) ( 4 )4 (insert no.) ~ 4947(a)(1) or L___1527 J Website: ¯ ~. UNITEDINPURPOSE. ORG , H() Group exemption number ¯ K Form of organization: L~ Corporation ~ Trust L__J Association L___J Other¯ I L Year0ff0rmation: 20081 i State of legal domicile: CA ~ I_.~ummary 1 Briefly describe the organization’s mission or most significant activities: A NON- PART I SAN ORGAN I ZAT I ON THAT ACTIVELY SUPPORTS CHRISTIAN INVOLVEMENT IN THE CIVIC ARENA. 2 Check this box ¯ i I if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part Vl, line la) 4 Number of independent voting members of the governing body (Part VI, line lb~ 4 5 Total number of individuals employed in calendar year 2012 (Part V, linlt’-;lqig.,~’~’~’.~."i~_~,..,~,~.~. .............................. 5 ~. ...................... 6 Total number of volunteers (estimate if necessary) _ .r%[.,%~ ...... 6 .......................... ~ttomev,,~,,~ .................................... 7 a Total unrelated business revenue from Part VIII, column (C), line 12 7a b Net unrelated business taxable income from Form 990-T, line 34 ........... ~,l . ~.. 1..,~...20.1.] ........................ 7b 8 9 10 11 12 13 14 15 16a b 17 18 19 Registry_o’ Contributions and grants (Part VIII, line 1 h) ............................ ’" Chadt~bleTrl "~=-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 1 le) ........................ Prior Year 500200 Total revenue- add .lines 8 throucJh 11 (must equal Part viii, column (A), line 12) ......... Grants and similar amounts paid (Part IX, column (A), lines 1-3) ................................. Benefits paid to or for members (Part IX, column (A), line 4) ....................................... Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ......... Professional fundraising fees (Part IX, column (A), line 1 le) .......................................... Total fundraising expenses (Part IX, column (D), line 25) ¯ 2 4, 1 5 1 ¯ Other expenses (Part IX, column (A), lines 11 a-11 d, 11f-24e) ...................................... Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) .................... ’ " 59,652. 39. 0. 559,891. 25,200¯ <’o 21 Current Year 1,970,000~ 25,878. 0. 0; 1,995,878¯ 158,576¯ 400,469.~ 584,245. -24,354. Revenue less expenses. Subtract line 18 from line 12 ................................................ Beginning of Current Year ~120 2 0 I0 0. 0. Total assets (Part X, line 16) Total liabilities (Part X, line 26) Net assets or fund balances. Subtract line 21 from line 20 .......................................... Part II I Signature Block 1,610,413~ 2,057,453. -61,575 End of Year 71,529¯ 9,954. 71,529¯ 9,954. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best 0t my knowledge and belief, it is true, correct, and complete. Declara~i0n of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign I Dat~41 L~ J Zo,3 ¯¯ ~ g nat2"~ i]lre er_g_~er Type or print name and title Print/Type preparer’s name Paid Preparer Use Only ~ ’’ DAVID A SEEBA, CPA Firm’s name I~ SEEBA & ASSOCIATES, INC. Firm’s address I~ 1825 HAMILTON AVE SAN JOSE, CA 95125-5624 Date/ . I c,o, r I I / PTIN Firm,s EIN i~ 94-2767324 ehoneno. 408-559-8410 May the IRS discuss this return with the preparer shown above? (see instructions) ............................................................... I X I Yes I I No 232001 12-1o-12 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2012) UNITED IN PURPOSE 26-2495973 Paqe2 Form990(2012) I!i~i!i iiil Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part III 1 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 the prior Form 990 or 990-EZ? ................................................................................................................................... ~ Yes [-~ No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? .................. [~ Yes [~ No If "Yes," describe these changes on Schedule O. 4 Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code:__)(Expens~$ 1,978,647. includinggrantsof$ )(Revenues 25,878.) 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 4d ) (Expenses $ (Code: __ ) (Expenses $ including grants of $ ) (Revenues ) including grants of $ ) (Revenues ) Other program services (Describe in Schedule 0.) (Expenses $ including 9rants of $ 4e Total program service expenses ~ 232002 12-10-12 (Revenues 1 ~, 9 7 8 ~, 6 4 7 ¯ Form 990 (2012) Form 990 (2012) UNITED IN PURPOSE 26-2495973 Paqe 3 Checklist of Required Schedules Yes 1 No Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A ............................................................................................................................................ X 2 Is the organization required to complete Schedule B, Schedule of Contdbutorsg. ................................................................. 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for X public office? If "Yes," complete Schedule C, Part I ............................................................................................................ 3 4 Section 501(c)(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 ................................................................................................... 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or X similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III ...................................... 5 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 D, Part I 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, 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 .............................................................................................................................. 9 X 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V ........................................................................ X 10 11 If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI ....................................................................................................................................................................... 11a X 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 .........................................................................11b X 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, line 16? If "Yes," complete Schedule D, Part VIII .......................................................................... X 11c d 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 ......................................................................................................... 11d X e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX .................. 11e X f 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 ............ 11f X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII X 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and Xll is optional 12b X 13 Is the organization a school described in section 170(b)(1 )(A)(ii)? If "Yes," complete Schedule E ..................................... 13 X 14a Did the organization maintain an office, employees, or agents outside of the United States? ................................................ 14a X b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV ......................................................................................................... X 14b 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, Parts II and IV ................................................... 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, Parts III and IV ............................................................... 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 11 e? 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 1 c and 8a? If "Yes," complete Schedule G, Part II 18 X 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 X 19 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H ............................... 20a X b if "Yes" to line 20a~ did the organ zat on attach a copy of its audited financial statements to this return? ........................... 20b Form 990 (2012) 232003 12-10-12 UNITED IN PURPOSE Form990(2012) Checklist of Required Schedules (continued) 26-2495973 Page4 Yes No Did the organization report more than $5,000 of grants and other assistance to any government or organization in the 21 X United States on Part IX, column (A), line 1 ? If "Yes," complete Schedule I, Parts I and II ...................................................... 21 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, 22 X column (A), line 2? If "Yes," complete Schedule I, Parts I and III .........................................................................................22 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 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 24b through 24d and complete Schedule K. If "No ", go to line 25 ....................................................................................................................................... 24a X 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 any tax-exempt bonds? ..................................................................................................................................................... 24¢ d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ................................. 24d 25a 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 ........................................................................... X 25a 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 X Schedule L, Part I .................................................................................................................................................. 25b 26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified X person outstanding as of the end of the organization’s tax year? If "Yes," complete Schedule L, Part II ................................ 26 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 ......................................................................................... 27 X 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): X a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ................................. 28a X b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..... 28b 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 28c 2g Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M .......................... X 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ..................................................................................................................... 30 X 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I ................................................................................................................................. 31 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 .......................................................................................................................................................... X 32 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations 33 sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ..................................................................... X 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 ............................................................................................................................................................... 34 X 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ...................................................... 35a X 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 ................................................................................................................. 36 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 ................... X 37 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 b and 19? Note. All Form 990 fliers are required to complete Schedule O ............................................................................................. 38 X Form 990 (2012) 232004 12-10-12 26-2495973 Page5 UNITED IN PURPOSE Form990(2012) Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response to any question in this Part V ............................................................................ Yes No 15 0 la Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ................................ la b Enter the number of Forms W-2G included in line la. Enter -0- if not applicable ............................. lb c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming lc X (gambling) winnings to prize winners? ............................................................................................................................. 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 0 filed for the 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? .............................. 2b Note. If the sum of lines I a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? .......................................... 3a b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule 0 ............................................. 3b 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)? ................... 4a b If "Yes," enter the name of the foreign country: ¯ See instructions for filing requirements for Form TD 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? ................................. 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax she ter transact on? ......................... 5b 5c 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 any contributions that were not tax deductible as charitable contributions? ........................................................................ 6a b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts 6b were not tax deductible? ................................................................................................................................................... 7 Organizations that may receive deductible contributions under section 170(c). 7a 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? 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 X X X X X X e Did the organization 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 7g g 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-C? 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings 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 a 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 .........................................~ b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities .................. ~ 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders ............................................................................. 11a 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 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ? 12a b If"Yes,"entertheamountoftax-exemptinterestreceivedoraccruedduringtheyear .................. 112b 13 Section 501 (c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ...........................................................13a Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans .................................................................. c Enter the amount of reserves on hand ......................................................................................... 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a X b If "Yes," has it filed a Form 720 to report these payments?/f "No," provide an exp/anation in Schedu/e 0 ............................. 14b Form 990 (2012) 232005 12-10-12 5 26-2495973 Paqe6 UNITED IN PURPOSE Form990(2012) Iii~i~ ;iiI Governance, Management, and Disclosure For each "Yes" response to/ines 2 through 7b be/ow, and for a "No" response to/ine 8a, 8b, or lob be/ow, descdbe the circumstances, processes, or changes in Schedu/e O. See instructions. Check if Schedule O contains a response to any question in this Part VI ....................................................................................... ~ Section A. Governing Body and Management Yes No l~a la Enter the number of voting members of the governing body at the end of the tax year ................. If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. lb 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 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? .......................................... 3 4 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ............... s 5 Did the organization become aware during the year of a significant diversion of the organization’s assets? ........................... 6 Did the organization have members or stockholders? .........................................................................................................6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or 7a more members of the governing body? ............................................................................................................................. X X X X X X b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or 7b X persons other than the governing body? ........................................................................................................................... 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: 8a X a The governing body? ...................................................................................................................................................... b Each committee with authority to act on behalf of the governing body? ..............................................................................8b X 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 ................................................... Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 9 Yes 10a Did the organization have local chapters, branches, or affiliates? .........................................................................................lOa 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? ...................................... lOb 11a X 1 la Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O 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 .......................................................... 12b X b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? .................. ¢ Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe 12c X in Schedule 0 how this was done ....................................................................................................................................... 13 13 Did the organization have a written whistleblower policy? ................................................................................................... 14 Did the organization have a written document retention and destruction policy? .................................................................. 14 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 X a The organization’s CEO, Executive Director, or top management official .............................................................................. b Other officers or key employees of the organization ....................................................................................................... 15b X If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ........................................................................................................................................ 16a b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation i:. in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ........................................................................................................... 16b X No X X X 15 X Section C. Disclosure 17 18 19 20 List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. [~] Own website ~} Another’s website ~ Upon request r-~ Other (explain in Schedule O) Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: REID RUTHERFORD - 650-472-0026 2995 WOODSIDE ROAD, SUITE 400B~ WOODSIDE~ 232006 12-10-12 CA 94062 Form 990 (2012) 26-2495973 Page7 UNITED IN PURPOSE Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Form 990 (2012) Check if Schedule O contains a response to any question in this Part VII Section A. Officers~ Directorsr Trustee% Key Employee% 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/0r 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. )rganization compensated any current officer director, or trustee. (E) (D) (~ (A) (B) (C) Position Reportable Reportable Estimated Average Name and Title (do not check more than one compensation compensation amount of hours per box, unless person is both an officer and a director/trustee) from related other from week compensation the organizations (list any ~ ~ organization (W-2/1099-MISC) from the hours for ~ organization (VV-2/1099-MISC) related ~ ~ ~ and related organizations ~ ~ ~~ organizations below ~ line) ~= i~ ~ ~~ .-~ ~ (i) WILLIAM DALLAS PRESIDENT/CEO (2) REID RUTHERFORD ~REASURER & SECRETARY (3) JOHN MURPHY DIRECTOR i0.00 (4) ROBERT D. MCEWEN DIRECTOR (5) DAVID BARTON DIRECTOR 8.00 X X 117,180 . 68,820 "l 14,395¯ 81,351 . 48,069 ¯ 15,896¯ 0. 0. I0.00 X X 2.00 0 ,, X X 60,000 ¯ 0. 0. X 0. 0¯ 0o 2.00 Form 990 (2012) 232007 t2q0-12 7 UNITED IN PURPOSE Form990(2012) Section A. Officers (B) (A) (C) Position Average Name and title (do not check more than one hours per box, unless person is both an week officer and a director/trustee) (list any hours for related organizations ~ -~ ~E 26-2495973 Pa@e8 Em (D) Reportable compensation from the organization (W-2/1099-MISC) (E) Reportable compensation from related organizations (W-?_/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations line) ¯ 258,531. 116,889. I b Sub-total ............................................................................................ ¯ 0. 0. c Total from continuation sheets to Part VII, Section A ........................ 258,531. 116,889. ¯ d Total (add lines lb and lc) .................................................................. Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ¯ 30,291. 0. 30,291 ¯ 1 Yes Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line I a? If "Yes," complete Schedule J for such individual 4 For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization X and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual ....................................... 5 Did any person listed on line 1 a 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 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. (A) (B) (c) Name and business address Description of services Compensation NONE No 3 2 X Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organizat on ¯ 0 232008 12-10-12 Form 990 (20t2) UNITED IN PURPOSE Form 990 (2012) tii!~ii~j ]!iiiil Statement of Revenue Check if Schedule O contains a response to any question in this Part VIII (A) Total revenue 26-2495973 Pa@e9 (B) Related or exempt function revenue (C) Unrelated business revenue Revenu(D)cludedeex from tax under sections 512 513, or 514’ *~ 1 a Federated campaigns .................. la b Membership dues lb ~~ c Fundraising events ........................ lc ~,~, d Related organizations .................. ld "- m e Government grants (contributions) l e ~ f All other contributions, gi~s, grants, and ~¯ =" similar am0unts n0t included ab0ve ...... If i1 , 970,000. g Noncash contdbutions included in lines la-lf: $ " ---------....._..................._...._’7-¯ h Total. Add linesla-lf .................... ~0~ O~ 2a e- RESOURCE MATERIALS 611600 All other program service revenue ............... Total. Add lines 2a-2f ................................................... Investment income (including dividends, interest, and 3 other similar amounts) .................................................. ¯ Income from investment of tax-exempt bond proceeds ¯ Royalties ..................................................................... ¯ (i) Real (ii) Personal 6a Gross rents Less: rental expenses ......... Rental income or (loss) ...... d Net rental income or (loss) ..........................................¯ 7a Gross amount from sales of (i) Securities (ii) Other assets other than inventory Less: cost or other basis and sales expenses ......... C Gain or (loss) ..................... d Net gain or (loss) ......................................................... ¯ 8a Gross income from fundraising events (not including $ of contributions reported on line lc). See Part IV, line 18 ....................................... a b Less: direct expenses .............................. b c Net income or (loss) from fundraising events 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 ................. ¯ 10 a Gross sales of inventory, less returns and allowances .......................................a Less: cost of goods s01d ........................ b Net income or (loss) from sales of inventory ................. ¯ Miscellaneous Revenue Business Code 11a b d All other revenue e Total. Add lines 1 la-1 ld ¯ 12 Total revenue. See instructions ....................................¯ 232009 12-10-12 25,878. .:: .. :,:..:: ::. : ....... 25,878. :,:,: ........... :::.: ::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::: ::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: 1,995,878. 25,878. 0o 0° Form 990 (2012) Form990(2012) UNITED IN PURPOSE Statement of Functional Expenses 26-2495973 Pa,qel0 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 to any question in this Part IX .............................................................................. (C) (D) (A) (S) Do not include amounts reported on lines 6b, Management and Fundraising Program service Total expenses 7b, 8b, 9b, and 10b of Part VIII. expenses 1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2 Grants and other assistance to individuals in the United States. See Part IV, line 22 ......... 3 Grants and other assistance to governments, 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, 10,894. 277,880. 245,198 ¯ 21,788¯ trustees, and key employees ........................ Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 139,621¯ 7 Other salaries and wages .............................. Pension plan accruals and contributions (include 8 section 401(k) and 403(b) employer contributions) 4,702. 9 Other employee benefits .............................. 24,837¯ Payroll taxes ................................................ 10 11 Fees for services (non-employees): a Management ................................................ 788. b Legal ............................................................ 3,922¯ c Accounting ................................................... d Lobbying ...................................................... e Professional fundraising services. See Part IV, line 17 f Investment management fees ........................ g Other. (If line 11g amount exceeds 10% of line 25, 1,215,634 column (A) amount, list line 11g expenses on Sch 0.) 283,265¯ 12 Advertising and promotion ........................... 996¯ 13 Office expenses ............................................. 13,923¯ 14 Information technology 15 Royalties ...................................................... 11,456 16 Occupancy ................................................... 37,505.i 17 Travel ......................................................... 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 157¯ 19 Conferences, conventions, and meetings ...... 20 Interest 21 Payments to affiliates .................................... 22 Depreciation, depletion, and amortization ..... 851¯ 23 Insurance ................................................... 24 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.) 13,497¯ a POSTAGE,MAILING SERVICE 7,186. b PRINTING & COPYING 6,702. c SUPPLIES 5,779. d TELEPHONE, TELECOMMUNIC 8,752. e All other expenses 2,057,453. 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. 6 118,678 ¯ 13,962 ¯ 6,981 ¯ 3,997 ¯ 21,111 ¯ 470 ¯ 2,484. 235 ¯ 1,242 ¯ 788. 3,922 ¯ 1,215,634 283,265 846 ¯ 11,835 ¯ i00 ¯ 1,392. 50 ¯ 696. 9,737 33,046 ¯ 2,972. 1,487. 133 851¯ 11,472¯ 6,108. 5,697. 4,912. 6,978. 1,978,647. 1,350¯ 719. 670. 578. 1,447. 54,655. 675. 359. 335. 289. 327. 24,151. Check here ¯ r~ if following sop 98-2 (ASC 958-720) Form 990 (2012) 232010 12-10-12 I0 UNITED IN PURPOSE 26-2495973 Page11 Form990(2012) Balance Sheet Check if Schedule O contains a response to any question in this Part X ...................................................................................... (A) (S) Beginning of year End of year 1 2 3 4 5 6 9 10a b 11 12 13 14 15 16 17 18 19 20 ._~ .J 24 Cash - non-interest-bearing .......................................................................... Savings and temporary cash investments ..................................................... Pledges and grants receivable, net .............................................................. Accounts receivable, net Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary employees’ beneficiary organizations (see instr). Complete Part II of Sch L ...... Notes and loans receivable, net .................................................................... Inventories for sale or use .............................................................................. Prepaid expenses and deferred charges .................................................... Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D ......... 10a Less: accumulated depreciation .................. 10b Investments- publicly traded securities ......................................................... Investments- other securities. See Part IV, line 11 .......................................... Investments ¯ program-related. See Part IV, line 11 ....................................... Intangible assets .......................................................................................... Other assets. See Part IV, line 11 Total assets. Add lines 1 through 15 (must equal line 34) .............................. Accounts payable and accrued expenses ..................................................... Grants payable ........................................................................................... Deferred revenue ........................................................................................ Tax-exempt bond liabilities ........................................................................... Escrow or custodial account liability. Complete Part IV of Schedule D ............ Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part If of Schedule L Secured mortgages and notes payable to unrelated third parties .................. Unsecured notes and loans payable to unrelated third parties ........................ Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D Total liabilities. Add lines 17 through 25 ...................................................... Organizations that follow SFAS 117 (ASC 958), check here ~ IXl and complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34. Capital stock or trust principal, or current funds ............................................. Paid-in or capital surplus, or land, building, or equipment fund ........................ Retained earnings, endowment, accumulated income, or other funds ............ Total net assets or fund balances ................................................................. Total liabilities and net assets/fund balances . 9,122. 1 62,292. 2 3 4 9,954. 6 7 8 115. 9 1o¢ 11 12 13 14 15 711529. t6 91954. f7 25 0. 26 0 ¯ 71,529.i 27 9,954. 71,529. aa 71,529. a4 9,954. 9,954. Form 990(2012) 232011 12-10-12 11 26-2495973 Page12 Form 990 (2012) UNITED IN PURPOSE lii~i~!i~ i:il Reconciliation of Net Assets [---] Check if Schedule O contains a response to any question in this Part XI ....................................................................................... 1 1,995,878. Total revenue (must equal Part VIII, column (A), line 12) ..............................................................................1 2,057,453. Total expenses (must equal Part IX, column (A), line 25) ..............................................................................2 -61,575. Revenue less expenses. Subtract line 2 from line 1 .................................................................................... 3 71,529. 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) .............................. Net unrealized gains (losses) on investments ...........................................................................................5 Donated services and use of facilities ..................................................................................................... 6 Investment expenses ........................................................................................................................ 7 Prior period adjustments ................................................................................................................... 8 0. Other changes in net assets or fund balances (explain in Schedule O) ........................................................ 9 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, 10 9,954. column (B)) ............................................................................................................................................. Financial Statements and Reporting Check if Schedule O contains a response to an), question in this Part Xll ....................................................................................... Yes No Accounting method used to prepare the Form 990: ~-] Cash [----] Accrual [~ Other If the organization changed its method of accounting from a prior year or checked "other," explain in Schedule O. 2a 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 [~] Consolidated basis ~ Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? ......................................................... 2b If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: [~ Separate basis [-~ Consolidated basis [---] Both consolidated and separate basis X X ....... 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? ............................................. 2c If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 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 X Act and OMB Circular A-133? ............................................................................................................................................. aa 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 ................................................ 3b Form 990 (2012) 232012 12-10-12 12 SCHEDULE J (Fo~m 990) Department of the Treasury Internal Revenue Service Name of the organization Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ~ Complete if the organization answered "Yes" to Form 990, Part IV, line 23. ~ Attach to Form 990. ~ See separate instructions. OMB No. 1545-0047 2012 I Employer identification number UNITED IN PURPOSE Questions Regarding Compensation 26-2495973 Yes No la Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line la. Complete Part Ill to provide any relevant information regarding these items. ~ First-class or charter travel ~ Housing allowance or residence for personal use I~] Travel for companions ~ Payments for business use of personal residence [---] Tax indemnification and gross-up payments ~ Health or social club dues or initiation fees [~ Discretionary spending account ~ Personal services (e.g., maid, chauffeur, chef) b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain ................................ 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la? Indicate which, if any, of the following the filing organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. ~ Compensation committee I---] Written employment contract ~ Independent compensation consultant ~-~ Compensation survey or study [~ Form 990 of other organizations [~ Approval by the board or compensation committee 4 During the year, did any person listed in Form 990, Part VII, Section A, line la, with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? ............................................................................................. b Participate in, or receive payment from, a supplemental nonqualified retirement plan? .......................................................... c Participate in, or receive payment from, an equity-based compensation arrangement? .......................................................... X X 4a 4b 4c X If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part II1. Only section 501 (c)(3) and 501 (c)(4) organizations must complete lines 5-9. : ..................................... ~ ..................... For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation ........................................ ~ ..................... 6 contingent on the revenues of: The organization? .............................................................................................................................................................. Any related organization? ................................................................................................................................................... If "Yes" to line 5a or 5b, describe in Part II1. For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? ........................................................................................................................................................ b Any related organization? 7 8 9 If "Yes" to line 6a or 6b, describe in Part II1. For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? ........... LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. . ............ 5a 5b X X " 6a X 7 X 8 X 9 Schedule J (Form 990) 2012 232111 12-10-12 17 Schedule (Form 990) 2012 UNITED IN PURPOSE Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns for each listed individual must equal the total amount of Form 990, Part Vii, Section A, line 1a, applicable column (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits reported as deferred compensation in prior Form 990 Base (ii) Bonus Other compensation incentive reportable compensation compensation (A) Name and Title 117,180. 0. O. 0. 68,820. 0. 0. 0. (1) WILLIAM DALLAS (n ?n 9,064. 5,331. 126,244. 0. 74,151. 0. W) m) W) m) (ii) Schedule (Form 990) 201 2 232112 12-12-12 1 8 SCHEDULE O (Fo~m 990 or 990-EZ) Depa~ment of the Treasu~ In.real Revenue Sewice Name ~ the organiz~ion OMB No. 1545-0047 Supplemental Information to Form 990 or 990-EZ 2012 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. I~ Attach to Form 990 or 990-EZ, Emplo~r identification number UNITED IN PURPOSE 26-2495973 FORM 990, PART VI, SECTION B, LINE II: 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: 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: 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: THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND POLICIES, EXEMPTION APPLICATION AND TAX RETURNS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FORM 990, PART VII AND IX AND SCHEDULE J COMPENSATION OF EMPLOYEES THE ORGANIZATION USED A PAY AGENT TO PAY EMPLOYEES, FILE PAYROLL TAX RETURNS AND ISSUE FORM W-2S. THE FORMS WERE ISSUED UNDER THAT ORGANIZATIONS FEDERAL IDENTIFICATION NUMBER. WHILE THE ORGANIZATION HAD EMPLOYEES WHO WERE COMPENSATED WITH WAGES REPORTED IN PARTS VII AND LHA ForPape~orkReductionActNotice, seethelnstructionsforForm990or990-EZ. 232211 01-04-13 19 ScheduleO(Form990or990-EZ)(2012) Paqe 2 Employer identification number Schedule 0 (Form 990 or 990-EZ) (2012) Name of the organization UNITED IN PURPOSE 26-2495973 IX AND SCHEDULE J, THE ORGANIZATION DID NOT ISSUE SEPARATE W-2S. THEREFORE, THE QUESTIONS REGARDING NUMBER OF W-2S, NUMBER OF EMPLOYEES AND WHETHER OR NOT ALL FEDERAL EMPLOYMENT TAX FORMS WERE FILED, WERE ANSWERED "NO". FORM 990, PART IX, LINE IIG, OTHER FEES: SUBCONTRACTOR REPRESENTATIVES: PROGRAM SERVICE EXPENSES 175,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,648. PIONEER DATA: PROGRAM SERVICE EXPENSES 996,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 996,800. OTHER SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 43,186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,186. TOTAL OTHER FEES ON FORM 990, PART IX, LINE IIG, COL A 232212 01-04-13 1,215,634. ScheduleO(Form990or990-EZ)(2012) 20 Related Organizations and Unrelated Partnerships OMB ?545'0047 orm ?h Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. Attach to Form 990. See separate instructions. Name of the organization Employer identification number UNITED IN PURPOSE 26?2495973 Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part lV, line 33.) (C) id) (8) Name, address, and EIN (if applicable) Primary activity Legal domicile (state or Total income End-of-year assets Direct controlling of disregarded entity foreign country) entity Identification oi Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part EV, line 34 because it had one or more related tax-exempt organizations during the tax year.) if) (9) Name. address, and EIN Primary actIVIty Legal (state or Exempt Code Publlc charity Dlrect controlling ecuon 512mm) of related organization foreign country) section status (if section entity entity? 501 Yes No UNITED IN PURPOSE EDUCATION 27?0455540 2925 WOODSIDE ROAD STE 400 CA 94062 CHARITABLE EDUCATION CALIFORNIA LINE 9 ITED IN PURPOSE For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule Fl (Form 990) 2012 118?11 2 LHA 2 Schedule (Form 990) 2012 UNITED IN PURPOSE Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990. Part iV. line 34 because it had one or more related organizations treated as a partnership during the tax year.) 26?2495973 Page 2 Name, address, and EN of Primary activity related organization (6) Legal domicile (state or foreign country) Direct controlling entity Predominant income (related, unrelated, excluded from tax under sections 512-514) Share of total income end-of-year (9) Share of assets Disproportion- ate allocations? Yes No Code V-U Bl amount in box 20 of Schedule K-1 (Form 1065) (R) General or Percentage managing own partner) erSh lp Yes] No identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) Name. address, and EIN of related organization (bl Primary activity Legal domicile (state or country) entit foreign Direct controlling Type of entity (C corp, corp, or trust) (fl Share of income total Share of end-of-year assets (9) (hi Percentage ownership Section 512(b)(1 3) controlled entity? Yes No 232162 1271012 22 Schedule Ft (Form 990) 2012 Schedule (Form 990) 2012 UNITED IN PURPOSE page 3 Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part lV, line 34, 35b, or 36.) Note. Complete line 1 if any entity is listed in Parts ll, ill, or IV of this schedule. Yes No 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-lV? Receipt of interest (ii) annuities royalties or (iv) rent from a controlled entity .. Gift. grant. or capital contribution to related organization(s) Gift, grant, or capital contribution from related organization(s) Loans or loan guarantees to or for related organiZationls) ., Loans or loan guarantees by related organization(s) .. Dividends from related organization(s) Sale of assets to related organization(s) Purchase of assets from related organiZation(s) Exchange of assets with related organization(s) Lease of facilities, equipment, or other assets to related organization(s) w?UtJ: Lease of facilities, equipment, or other assets from related organization (5) Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization(s) Sharing of facilities, equipment, mailing lists. or other assets with related organiZation(s) Sharing of paid employees with related organization(s) V. Eco Reimbursement paid to related organization(s) for expenses .. Reimbursement paid by related organiZation(s) for expenses .A D. Other transfer of cash or property to related organization(s) .. 5 Other transfer of cash or property from related organization(s) 2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. la) (cl Name of other organization Transaction Amount involved Method of determining amount involved type (as) L11 (3) (4) l5) (6) 232183 12-10?12 2 3 Schedule (Form 990) 2012 Schedule RjForm 990i2012 UNITED IN PURPOSE 26?2495973 Page4 Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.) Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total aesets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (3) lb) Alme)" (9) Name, address, and EIN Primary activity Legal domicile Predominant income partnersa sec. Share of Share of Dispropor- Code General orPercentage . . 501 tionate . of entity (state or foreign (Jig??duager?tt?' total end-of-year allocations? agg'?'gtegutl??nl??o 2:53:29 ownership Schedule Fl (Form 990) 2012 232184 2 4 ?12-10-12 Schedule R (Form 990) 2012 26-2495973 P~e5 UNITED IN PURPOSE li~i~i~ii!~i iiill Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions). 232165 12-10-12 Schedule R (Form 990) 2012 25 Form 8868 (Rev. January 2013) Department of the Treasur~ Internal Revenue Service Application for Extension of Time To File an Exempt Organization Return OMB No. 1545-1709 ¯ File a separate application for each return. ¯ If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box ......................................................... ¯ E~ ¯ If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Electronic filing (e-fi/eJ 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 990-’I-), 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.gov/efile and click on e-file for Charities & Nonprofits. liii~=~!ii~=~ill" Automatic 3-Month Extension Of Time. Only submit original (no copies needed). A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only All other corporations (including 1120-C fliers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Type or print Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or UNITED IN PURPOSE File by the clue date for filing your return, See instructions, 26-2495973 Number, street, and room or suite no. If a P.O. box, see instructions. 2925 WOODSIDE ROAD, SUITE 201 City, town or post office, state, and ZIP code. For a foreign address, see instructions. WOODSTDF,, CA ¯ i---] Social security number (SSN) 94062 Enter the Return code for the return that this application is for (file a separate application for each retum) ................................................... Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form990-T(corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 09 :orm 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 REID RUTHERFORD The books are in the care of ¯ 2925 WOODSIDE ROAD, SUITE 201 - WOODSIDE, CA 94062 Telephone No. ¯ 6 5 0-4 7 2-0 0 2 6 FAX No. ¯ ¯ If the organization does not have an office or place of business in the United States, check this box ................................................... ¯ [---I ¯ If this is for a Group Return, enter the organization’s four digit Group Exemption Number (GEN) __. If this is for the whole group, check this box ¯ ~. If it is for par~ of the ,qroup~ check this box ¯ ~ and attach a list with the names and EIN~ of all members the extension is for. 1 I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until AUGUST 15, 2 0 1 3 , to file the exempt organization return for the organization named above. The extension is for the organization’s return for: ¯ ~-I calendar year 2 0 1 2 or ¯ [---] tax year beginning , and ending If the tax year entered in line 1 is for less than 12 months, check reason: Change in accounting period I---] Initial return 3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. b If this application is for Form 990opF, 990-T, 4720, or 6069, enter any refundable credits and estimated ta~ 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, Final return 3a I $ 0o 3b I $ 0o by using EF’[PS (Electronic Federal Tax Pm/me~t System). See instructions. 3c I $ 0, Caution. If you are goina to make an electronic fund withdrawal with this Form 8868~ see Form 8453-EO and Form 8879-EO for payment instructions. LHA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 1-2013) 223841 01-21-13 26