INTERNAL REVENUE SERVICE DEPARTMENT QF THE TREASURY P. O. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: MAY 0 6 2009 26-3219501 DLN: MILITARY FAMILIES UNITED 17053l10039039 CATHLEEN WEST Contact Person: HOLTZMAN VOGEL PLLC JOHN KOESTER 31364 98 ALEXANDRIA PIKE STE 53 Contact Telephone Number: A WARRENTON, VA 20186-0000 (877) 829-5500 Accounting Period Ending: December 31 Form 990 Required: Yes Effective Date of Exemption: August 29, 2008 Contribution Deductibility: No Dear Applicant: We are pleased to inform you that upon review of your application for tax- exempt status we have determined that you are exempt from Federal income tax under section 50l(c)(4) of the Internal Revenue Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Please see enclosed Information for Organizations Exempt Under Sections Other Than 501(c)(3) for some helpful information about your responsibilities as an exempt organization. Contributions to you are not deductible by donors under section 170(c)(2) of the Code. We have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Robert Choi Director, Exempt Organizations Rulings and Agreements Enclosure; Information for Organizations Exempt Under Sections Other Than 5Ol(c)(3) Letter 948 MILITARY INFORMATION FOR ORGANIZATIONS EXEMPT UNDER SECTIONS OTHER THAN WHERE TO GET FORMS AND HELP You can obtain forms and instructions by calling toll free 1-800-829-3676, through the IRS Web site at and at local tax assistance centers. You can obtain additional information about most topics discussed below through our customer service function by calling toll free 1-877-829-5500, or on our web Site at In addition, you should sign up for Exempt Organization's EO Update, a regular e-mail newsletter that highlights new information posted on the charities pages of irs.gov. To subscribe, go to and click on Newsletter." REPORTING CHANGES TO THE IRS You must report changes in your name, address, purposes, operations or sources of financial support on your annual information return. You may also report these changes to the Exempt Organizations Determinations Office at the following address: Internal Revenue Service, P.O. Box 2508, Cincinnati, OH 45201. However, such reporting does not relieve you of the obligation to report the changes on your annual return. TIP: Attach copies of any state certified articles of incorporation, or if an association signed constitution, bylaws, or other organizational document showing the changes. Trusts should provide trust instruments. If state certified copies or signed governing documents are not available, an authorized officer may certify that the governing document provided is a complete and accurate copy of the original document. Please use your employer identification number on all returns and in all correspondence with the Internal Revenue Service. FILING REQUIREMENTS In your exemption letter, we indicated whether you must file Form 990, Return of Organization Exempt From Income Tax. If your exemption letter states that you are not required to file Form 990, you are exempt from these requirements. Otherwise, if your gross receipts are normally more than $25,000, you must file Form 990 or Form with the Ogden Submission Processing Center, Ogden, UI, 84201-0027. You are eligible to file Form 990-EZ if your gross receipts are normally between $25,000 and $100,000, and your total assets are less than $250,000. You must file the complete Form 990 if your gross receipts are over $100,000, or your total assets are over $250,000. The Form 990 instructions show how to compute your "normal" receipts. Letter 948 MILITARY FAMILIES UNITED Organizations with Gross Receipts of $25,000 or Less For tax periods beginning after December 31, 2006, you must file an annual electronic Form 990-N ("e-Postcard") if your gross receipts are normally $25,000 or less. Alternatively, you may file a complete Form 990 Package if we send one to you. 'For information on filing the new electronic Form 990-N visit our Web site at Due Date of Return or Annual Electronic Notice Your return or annual electronic notice is due by the 15th day of the fifth month after the end of your annual accounting period. There are penalties for failing to file a complete return timely. For additional informaton on penalties, see the Form 990 instructions or call our toll free number. Revocation of Tax-Exempt Status For tax periods beginning after December 31, 2006, your tax-exempt status will be revoked as of the filing due date for the third year if you fail to file for three consecutive years Form 990, Form 990-EZ, or the electronic Form If your tax-exempt status is revoked because you failed to file, you must reapply for exemption and pay the appropriate user fee. UNRELATED BUSINESS INCOME TAX RETURN If you receive more than $1,000 annually in gross receipts from a regular trade or business, you may be subject to Unrelated Business Income Tax and required to file Form 990-T, Exempt Organization Business Income Tax Return. Special rules for organizations exempt under sections 501(c)(7), (9), (17) and (19) are described in Publication 598, Tax on Unrelated Business Income of Exempt Organizations. There are several exceptions to the tax on unrelated business income: 1. Income you receive from the performance of your exempt activity, 2. Income from fundraisers conducted by volunteer workers, or where donated merchandise is sold, and 3. Income from routine investments such as certificates of deposits, savings accounts, or stock dividends. There are special rules for income derived from real estate or other investments purchased with borrowed funds. This income is called "debt financed" income. For additional information regarding unrelated business income tax, see Publication 598, Tax on Unrelated Business Income of Exempt Organizations, or call our toll free number shown above. PUBLIC INSPECTION OF APPLICATION AND INFORMATION RETURN Letter 948 MILITARY FAMILIES UNITED You are required to make your annual information return, Form 990 or Form 990-EZ, available for public inspection for three years after the later of the due date of the return, or the date the return is filed. You are also required to make available for_public inspection your exemption application, any supporting documents, and your exemption letter. You must also provide copies of these documents to any individual, upon written or in person request, without charge other than reasonable fees for copying and postage. You may fulfill this requirement by placing these documents on the Internet. Penalties may be imposed for failure to comply with these requirements. Additional information is available in Publication 557, Tax~Exempt Status for Your Organization, or call our toll free number shown above. EXCESS BENEFIT TRANSACTIONS (Applies to 501(c)(4) organizations) Excess benefit transactions are governed by section 4958 of the Code. Excess benefit transactions involve situations where a section 501(c)(4) organization provides an unreasonable benefit to a person who is in a position to exercise substantial influence over the organization's affairs. If you believe there may be an excess benefit transaction in which you are involved, you should report the transaction on Form 990 or Form 990-EZ. For information on how to correct and report this transaction, see the instructions for Form 990 and Form 990-EZ, or call our toll free number shown above. EMPLOYMENT TAXES If you have employees, you are subject to income tax withholding and the social security taxes imposed under the Federal Insurance Contribution Act (PICA). You are required to withhold Federal income tax from your employee's wages and you are required to pay FICA on each employee who is paid more than $100 in wages during a calendar year. To know how much income tax to withhold, you should have a Form W-4, Employee's Withholding Allowance Certificate, on file for each employee. You are also liable for tax under the Federal Unemployment Tax (FUTA) for each employee you pay $50 or more during a calendar quarter if, during the current or preceding calendar year, you had one or more employees at any time in each of 20 calendar weeks or you paid wages of $1,500 or more in any calendar quarter. Employment taxes are reported on Form 941, Employer's Quarterly Federal Tax Return. The requirements for withholding, depositing, reporting and paying employment taxes are explained in Circular E, Emp1oyer's Tax Guide, (Publication 15), and Employer's Supplemental Tax Guide, (Publication 15-A). These publications explain your tax responsibilities as an employer. Letter 948 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. O. BOX 2508 CINCINNATI, OH 45201 5 2009 Employer Identification Number: Date: 26-3219501 DLN: 17053llOO39039 MILITARY FAMILIES UNITED Contact Person: 900 17TH ST NW STE 1200 JOHN KOESTER 31364 WASHINGTON, DC 20006 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Form 990 Required: Yes A Effective Date of Exemption: I August 29, zoos Contribution Deductibility: NO Dear Applicant: we are pleased to inform you that upon review of your application for tax- exempt status we have determined that you are exempt from Federal income tax under section of the Internal Revenue Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Please see enclosed Information for Organizations Exempt Under Sections Other Than 501(c)(3) for some helpful information about your responsibilities as an exempt organization. Contributions to you are not deductible by donors under section 170(c)(2) of the Code. we have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Robert Choi- Director, Exempt Organizations Rulings and Agreements Enclosure: Information for Organizations Exempt Under Sections Other Than Letter 948 -2- MILITARY FAMILIES UNITED INFORMATION FOR ORGANIZATIONS EXEMPT UNDER SECTIONS OTHER THAN WHERE TO GET FORMS AND HELP You can obtain forms and instructions by calling toll free 1-800-829-3676, through the IRS Web site at and at local tax assistance centers. You can obtain additional information about most topics discussed below through our customer service function by calling toll free 1-877-829-5500, or on our Web Site at In addition, you should sign up for Exempt Organization's EO Update, a regular e-mail newsletter that highlights new information posted on the charities pages of irs.gov. To subscribe, go to and click on Newsletter." REPORTING CHANGES TO THE IRS You must report changes in your name, address, purposes, operations or sources of financial support on your annual information return. You may also report these changes to the Exempt Organizations Determinations Office at the following address: Internal Revenue Service, P.O. Box 2508, Cincinnati, OH 45201. However, such reporting does not relieve you of the obligation to report the changes on your annual return. TIP: Attach copies of any state certified articles of incorporation, or if an association signed constitution, bylaws, or other organizational ic:l;tit showing the changes. Trusts should provide trust instruments. If state certified copies or signed governing documents are not available, an authorized officer may certify that the governing document provided is a complete and accurate copy of the original document. Please use your employer identification number on all returns and in all correspondence with the Internal Revenue Service. FILING REQUIREMENTS In your exemption letter, we indicated whether you must file Form 990, Return of Organization Exempt From Income Tax. If your exemption letter states that you are not required to file Form 990, you are exempt from these requirements. Otherwise, if your gross receipts are normally more than $25,000, you must file Form 990 or Form 990-EZ with the Ogden Submission Processing Center, Ogden, UT, 84201-0027. You are eligible to file Form if your gross receipts are normally between $25,000 and $100,000, and your total assets are less than $250,000. You must file the complete Form 990 if your gross receipts are over $100,000, or your total assets are over $250,000. The Form 990 instructions show how to compute your "normal" receipts. Letter 948 MILITARY FAMILIES UNITED Organizations with Gross Receipts of $25,000 or Less For tax periods beginning after December 31, 2006, you must file an annual electronic Form 990-N ("e-Postcard") if your gross receipts are normally $25,000 or less,` Alternatively, you may file a complete Form 990 Package if we send one to you. For information on filing the new electronic Form 990-N visit our Web site at Due Date of Return or Annual Electronic Notice Your return or annual electronic notice is due by the 15th day of the fifth month after the end of your annual accounting period. There are penalties for failing to file a complete return timely. For additional informaton on penalties, see the Form 990 instructions or call our toll free number. Revocation of Tax-Exempt Status For tax periods beginning after December 31, 2006, your tax-exempt status wil' be revoked as of the filing due date for the third year if you fail to file for three consecutive years Form 990, Form 990-EZ, or the electronic Form 990-N. If your tax-exempt status is revoked because you failed to file, you must reapply for exemption and pay the appropriate user fee. UNRELATED BUSINESS INCOME TAX RETURN If you receive more than $1,000 annually in gross receipts from a regular trade or business, you may be subject to Unrelated Business Income Tax and required to file Form 990-T, Exempt Organization Business Income Tax Return. Special rules for organizations exempt under sections 501(c)(7), (9), (17) and (19) are described in Publication 598, Tax on Unrelated Business Income of Exempt Organizations. There are several exceptions to the tax on unrelated business income: 1. Income you receive from the performance of your exempt activity, 2. Income from fundraisers conducted by volunteer workers, or where donated merchandise is sold, and 3. Income from routine investments such as certificates of deposits, savings accounts, or stock dividends. There are special rules for income derived from real estate or other investments purchased with borrowed funds. This income is called "debt financed" income. For additional information regarding unrelated business income tax, see Publication 598, Tax on Unrelated Business Income of Exempt Organizations, or call our toll free number shown above. PUBLIC INSPECTION OF APPLICATION AND INFORMATION RETURN Letter 948 MILITARY FAMILIES UNITED You are required to make your annual information return, Form 990 or Form 990-EZ, available for public inspection for three years after the later of the due date of the return, or the date the return is filed. You are also required to make available for public inspection your exemption application, any supporting documents, and your exemption letter. You must also provide copies of these documents to any individual, upon written or in person request, without charge other than reasonable fees for copying and postage. You may fulfill this requirement by placing these documents on the Internet. Penalties may be imposed for failure to comply with these requirements. Additional information is available in Publication 557, Tax-Exempt Status for Your Organization, or call our toll free number shown above. EXCESS BENEFIT TRANSACTIONS (Applies to 50l(c)(4) organizations) Excess benefit transactions are governed by section 4958 of the Code. Excess benefit transactions involve situations where a section 501(c)(4) organization provides an unreasonable benefit to a person who is in a position to exercise substantial influence over the organization's affairs. If you believe there may be an excess benefit transaction in which you are involved, you should report the transaction on Form 990 or Form 990-EZ. For information on how to correct and report this transaction, see the instructions for Form 990 and Form 990-EZ, or call our toll free number shown above. EMPLOYMENT TAXES If you have employees, you are subject to income tax withholding and the social security taxes imposed under the Federal Insurance Contribution Act (FICA). You are required to withhold Federal income tax from your emp1oyee's wages and you are required to pay FICA on each employee who is paid more than $100 in wages during a calendar year. To know how much income tax to withhold, you should have a Form W-4, Bmployee's Withholding Allowance Certificate, on file for each employee. You are also liable for tax under the Federal Unemployment Tax (FUTA) for each employee you pay $50 or more during a calendar quarter if, during the current or preceding calendar year, you had one or more employees at any time in each of 20 calendar weeks or you paid wages of $1,500 or more in any calendar quarter. Employment taxes are reported on Form 941, Employer's Quarterly Federal Tax Return. The requirements for withholding, depositing, reporting and paying employment taxes are explained in Circular E, Employer's Tax Guide, (Publication 15), and Employer's Supplemental Tax Guide, (Publication 15-A). These publications explain your tax responsibilities as an employer. Letter 948 Washington, DC 20006 Power of Attomey we . 2008, and Declaration of Representative Type or See the separate instructions. Name Part I Power of Attomey Telephone Caution: Form 2848 will not be honored for an purpose other than representation before the IRS Function 1 Taxpayer lntorrnation. Taxpayer(s) must sign and date this form on page 2, line 9. Date Taxpayer namqs) and Social security numbeds) Employer number Military Families United 900 17th Stree NW 26 3219501 Daytime telephone number Plan number Of applicable) 540 341-8808 hereby appoint(s) the following representative(s) as 2 Representatlve(s) must sign and date this form on page 2, Part II. Name and 8ddl'9SS No_ Cathleen wear, veger telephone No. W. 98 Alexandria Pike, snrre sa, warrenrnn, wr zorss Fax Ne. check if new: Address Telephone Ne. Cl Fax Ne. Name and HUUVBSS CAF Nd. Jason veger Pr.r_c Telephone No. 98 Alexandria Pike, Suite 53, Warrenton, VA 20186 Fax Ne. Check if new: Address Telephone No. Fax No. Name and address CAF Telephone No. Fax No. Check if new: Address Telephone No. Fax No. El to represent the taxpayer(s) before the lntemal Revenue Service forthe following tax matters: 3 Tax matters Type of Tax (Income, Employment, Excise, etc.) Tax Form Number Year(s) or Period(s) or Civil Penalty (see the Instructions for line 3) (1040, 941, 720, etc.) (see the instructions for line 3) Tax Exempt 1024, 990 2008, 2009, 2010 4 Specific use not recorded on Centralized Authorization File (CAF). lf the power of attomey is for a specific use not recorded on CAF, check this box. See the instructions for Une 4. Specific Uses Not Recorded on CAF 5 Acts authorized. The representatives are authorized to receive and inspect contidential tax information and to perform any and all acts that I (we) can perform with respect to the tax matters described on line 3, for example, the authority to sign any agreements, consents, or one documents. The authority does not include the power to receive refund checks (see line 6 below), the power to substitute another representative or add additional representatives, the power to sign certain returns, or the power to execute a request for disclosure of tax retums or retum infomation to a third party. See the line 5 instructions for more information. Exceptions. An unenrolled retum preparer cannot sign any document for a taxpayer and may only represent taxpayers in limited situations See Unenrolled Retum Preparer on page 1 ofthe instructions. An enrolled actuary may only represent taxpayers to the extent provided rn section 10.3(d) of Treasury Department Circular No. 230 (Circular 230). An enrolled retirement plan administrator may only represent taxpayers to the extent provided in section 10.3(e) of Circular 230. See the line 5 instructions for restrictions on tax matters partners. ln most cases the student practitioners (levels and l) authority ls limited (for example, they may only practice under the supervision of another practitioner) List any specific additions or deletions tothe acts otherwise authorized in this power of attomey: . 8 Receipt of refund checks. I1 you want to authorize a representative named on line 2 to receive, BUT NOT T0 ENDORSE OR CASH, refund checks, initial here and list the name of that representative below. - Name of representative to receive refund check(s) 6000 A Form 2848 (Rev. e-zoos) Page 2 7 Notlces and communications. Original notices and other written communications will be sent to you and a copy to the first representative listed on line 2. a if you also want the second representative listed to receive a copy of notices and communications, check this box lf you do not want any notices or communications sent to your representative(s), check this box 8 Retention/revocation of prior power(s) of ettomey. The filing of this power of attorney automatically revokes all earlier power(s) of attomey on file with the lntemal Revenue Service for the same tax matters and years or periods covered by this document. lf you do not want to revoke a prior power of attomey, check here YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT. 9 Signature of taxpayer(s). if a tax matter concems a joint retum, both husband and wife must sign if ioint representation is requested, dl tax matters rtner, executor, receiver, administrator, or otherwise, see the instructions. If signed by a corporate officer, partner, guar an, pa trustee on behalf of the taxpayer, certify that have the authority to execute this fomw on behaif ofthe taxpayer. IF NOT SIGNED AND DATED, THIS POWER OF ORNEY WILL BE RETURNED. Signa ure ate Title (if applicable) Millta 'll lted miziizimizi Print Name PIN Number Print name of taxpayer from line 1 if other than individual Cl [li El El El Print Name PIN Number Declaration of Re resentative Caution: Students with a special order to represent taxpayers in qualified Low Income Taxpayer Clinics or the Student Tax Clinic Program Hevels and 0, see the Instructions for Part ll. Under penalties of perjury. I declare that: 0 am not currently under suspension or dlsbarment from practice before the lntemal Revenue Service; 0 am aware of regulations contained in Circular 230 (31 CFR, Part 10), as amended, concerning the practice of attomeys, certified public accountants, enrolled agents, enrolled actuaries, and others; 0 am authorized to represent the taxpayer(s) identified ln Part I for the tax matter(s) specified there; and am one of the following: 3 Attomey-a member ln good standing of the bar of the highest court of the jurisdiction shown below. Certified Public Accountant--duly qualihed to practice as a certified public accountant in the jurisdiction shown below. Enrolled Agent-enrolled as an agent under the requirements of Circular 230. Officer-a bona fide officer of the taxpayer's organization. Full-Time Employee-a full-time employee of the taxpayer. Family Member-a member ofthe taxpayer's immediate family (for example, spouse, parent. child, brother, or sister). 9 Enrolled Actuary-enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U.S.C. 1242 (the authority to practice before the lntemal Revenue Service is limited by section 'l0.3(d) of Circular 230). Unenrolled Return Preparer--the authority to practice before the lntemal Revenue Service is limited by Circular 230, section You must have prepared the retum in question and the retum must be under examination by the IRS. See Unenrolled Retum Preparer on page 1 of the instructions. Student Attorney--student who receives permission to practice before the IRS by virtue of their status as a law student under section 10.7(d) of Circular 230. Student CPA-student who receives permission to practice before the IRS by virtue of their status as a CPA student under section 10.7(d) of Circular 230. Enrolled Retirement Plan Agent-enrolled as a retirement plan agent under the requirements of Circular 230 (the authority to practice before the lntemal Revenue Service is limited by section IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED. See the Part ll instructions. Designation-Insert Jurisdiction (state) or . VA ~ls>-on a VA, DC 74 .. l7o5311Oo39059 ,am 1024 Application for Recognition of Exemption na. September me Under Section 501 mb Department ol the Treasury Mm ru pdaic ztspam Internal Revenue Service Read the instructions for each Part carefully. A User Fee must be attached to this application. lf the required information and appropriate documents are not submitted along with Form 8718 (with payment of the appropriate user lee). the application may be returned to the organization. 1 Complete the Procedural Checklist on Ege 6 of the instructions. Part l. Identification of Applicant (Must be completed by all applicants; also complete appropriate schedule.) Submit only the sc ule that applies to your organization. Do not submit blank schedules. Check the appropriate box below to indicate the section under which the organization is applying: a section nererng corporations rscneeure A page 11 Section leagues. social welfare organizations Uncludlng certain war veterans' organizations). or local associations of employees (Schedule 8. page 8) Sectlon agricultural. or horticultural organizations (Schedule C. page 9) Section leagues. chambers of commerce. etc. (Schedule C. page 9) Section 501 clubs (Schedule D. page 11) El section soirexal-Ffatemal nenenerary societies. etc.. providing life. stat accident. or other aenere to members rseneaue 5, page 13) 9 Section employees' benellclary associations (Parts through IV and Schedule F. page 14) Section fraternal societies. orders. etc.. not providing tile. sick. accident. or other benefits (Schedule E. page 13) Section life insurance associations. mutual ditch or irrigation companies. mutual or cooperative telephone companies. or like organizations (Schedule G. page 15) Section crematorla. and into corporations (Schedule H. page 16) lt Section insurance companies or associations. other than lite or marine (Schedule I. page 17) Section providing lor the payrnent of supplemental oornpersation benefits (Parts through IV and Schedule J. page ta) Section pest, organization. auxiliary unit. etc.. ol past or present members ofthe Armed Forces of the United States (Schedule K. page 19] Section holdin cor ations or trusts (Schedule A. 7) 1a Full name of organization (as shown in organizing document) 2 Employer identilicatlon number (EIN) (tl none. 'see Specific Instructions on page 2) Military United 26 5 3219501 'lb clo Name tifapplicabla) 3 Nameand telephonenumberolpersontobe contacted il additional information is needed 1c Address (number ana street) 8 Ream/suite soo mn street, uw suite 1200 1d City. town or post office, state, and ZIP 4 ll you have a foreign address. see Instructions lor Part I, page 2. Washington, DC 20008 540 341 .nano le Web site address 4 Month the annual accounting perlod ends 5 Date incorporated or formed ,Mm (Ugg A 3-361 0 December August 29. 2008 Yes attach an ex lanatlon 8 Did organizationpreviouslyap [Ives IZJN0 lf' . 7 Has the orgarization Glad Federal income tax returns or exempt organization information returns? Cl Yes |23 No If 'Ycs." state the form numbers. years tiled. and Internal Revenue ollice where Glad. 8 Chuck the bolt for the type of organization. ATTACH A CONFORMEU COPY OF THE CORRESPONDING ORGANIZING DOCUMENTS TO THE APPLICAUON BEFORE MAILING. a Corporation-- Attach a copy ol the Articles of Incorporation (including amendments and restatements) showing approval by the appropriate state also attach a copy of tha bylaws. a Cl Trust- Attach a copy of the Trust Indenture or Agreement. including all appropriate signatures and dates. Attach a copy ol the Articles ol Association. Constitution, or other creating document, with a declaration (see instructions) or other evidence that the organization was formed by adoption ol the document by more than one person. Also include a copy of the bylaws. lf this is a corporation or an unlncogporated association that has not yet adoged bylaws. check here thisa lstme correCl.and HERE ur P0 name and tltlaf ol signer) For Paperwork Reduction Act Notice. see page 5 ofthe instructions. cat Na, 12343K .1 0601 1| 1 "5 SEN TER gs' Page 2 fam 1024 (nav. s-ss) Part ll. Activities and Operational information (Must be completed by all applicants) 1 Provide a detailed narrative of all the activities of the organization-past. present. and planned. Do not merely refer to or repeat the language In the organizational document. List each activity separately in the order ol' importance based on the relative time and other resources devoted to the activity, Indicate the percentage of time for each activity. Each description should include. as a minimum the loilowing: la) a detailed description of the activity including its purpose and how each activity your exempt purpose; when the activity was or will be initiated; and where and by whom the will be conducted. Educating the Public 50% Developing public education campaign to educate the public about the importance of national security issues. Developing a public education campaign to strengthen the United States military through policy advocacy. 2008 and will continue into the future. The Executive Director, the Board of Directors, and Consultants are with this effort. to Influence Legislation 25% Developing and participating ln lobbying and advocacy campaigns to urge Congress to support legislative pollcles that support, equip and strengthen the United States Participating ln meetings with members of Congress and policymakers, and attending hearings on the Issue. 2008 and will continue into the future. The Executive Director, Board of Directors. and Consultants be engaged to assist with this effort. 2 the organizations present and future sources ol' financial support. beginning with the largest source first. organizations and corporations that support the mission of the organization may make donations. 11 eb* Page 3 Form 1024 (Rev. 9~98) Part ll. Activities and Operational lnformatlon (continued) 3 Glve the following information about the organizations governing body: a Names, addresses. and titles of officers. directors. trustees. etc. Annual compensation 4 #4 John Ellsworth, Director and President zero 813 Salnt Charles Place, Wlxom, Ml 48393 Bob Oerga, Director and Secretary zero 11492 Forest Meadow NW, Uniontown, OH 44685-6316 Ron Griffin, Director and Treasurer 87 Alterman Avenue, Emerson, NJ 07830 lf the organization is the outgrowth or continuation of any form of predecessor. state the name of each predecessor. the period during it was ln existence, and the reasons for its termination. Submit copies of all papers by which any transfer of assets was effected. NIA If the applicant organization is now. or plans to be. connected ln any way with any other organization, describe the other organization and explain the relationship financial supP?fl on a continuing basis; shared facilities or employees; same officers, directors, or trustees). Military Families Unlted ls related to a 501(c)(3) charitable organization called Families United for Our Troops and Thelr Mission. The United 501(c)(4) organization ls the lobbying 8. advocacy entity. The two organizations share office space. Each organization has a separate bank account, and separate boards of directors, although there le one individual who la serving as a director on both boards. Finally. there ls some overlap ln staff, although each organization separately handles payment for staff tlme separately. 6 7 lf the or anlzatlon has capital stock issued and outstanding, state: (1) class or classes of the stoclt; (2) number and par value of the shares; (13) consideration for which they were issued: and (4) lf any dividends have been paid or whether your organizations creating ln- strument authorizes dividend payments on any class of capital stock. NIA State the qualifications necessary for membership in organization: the classes of the number of members ln each class): and the voting rights and privileges received. If any group or class of persons is required to joan, descnbe the requirement and explain the relationship between those members and members whojoln voluntarily. Submit copies ol any membership solicitation material. Attach sample copies of all types of membership certificates issued. NIA Explain how your organizations assets will be distributed on dissolution. Upon dlssolutlon of the corporation or the up of its affairs, the assets of the corporation shall be distributed to another organization organized and opertaed exclusively for charitable purposes or for social welfare purposes as described ln section 501(c)(4). 1- Form 1024 {Rev. 9~98) Part ll. Activities and Operational information (continued) 9 Has the organization made or does it plan to matte any distribution of its property or surplus funds to shareholders or members? If "Yes," state the full details. including: (1) amounts or value; (2) source of funds or property distributed or to be distributed; and (3) basis ol. and authority lor, distribution or planned distribution. 10 Does, Of will. any part of your organizations receipts represent payments for services performed or to be performed?. Il "Yes," state in detail the amount received and the character of the services performed or to be performed. 11 Has the organization made, or does It plan to make, any payments to members or shareholders for services performed . . ll "Yes,' state ln detail the amount paid. the character of the services, and to whom the payments have been. or will be. made. 12 Does the organization have any arrangement to provide insurance for members, their dependents. or others (including provisions for the payment of sick or death benefits. pensions. or annuitiesl? lf "Yes," describe and explain the arrangements eligibility rules and attach a sample copy of each plan document and each type of policy issued. 13 ls the organization under the supervisory jurisdiction of any public regulatory body. such as a social welfare agency. If "Yes," submit copies of all administrative opinions or court decisions regarding this supervision. as well as copies ol a licatlons or re ts for the nlons or decisions. 14 Does the organization now lease or does lt plan to lease any property? ll "Yes," explain in detail. include the amount of rent. a description of the property. and any relationship between the applicant organization and the other party. Also. attach a copy of any rental or lease agreement. (lf the organization ls a party. as a lessor. to multiple leases of rental real property under similar lease agreements. please attach a single representative copy ol the leases.) 15 Has the organization spent or does lt plan to spend any money attempting to influence the selection. nomination. election. or appointment of any person to any Federal. state, or local public ofnce or to an office ln a political organization? . If "Yes," explain in detail and list the amounts spent or to be spent ln each case. 16 Does the organization publish pamphlets, brochures, newsletters, journals. or similar printed material? lf 'Yes." attach a recent copy of each. t>age4 DYes Elhlo Elves Eff;- Uves Elmo UYosmNo EYes No Uves Elura; Cllresmlvo mYes DK 36- FOHT1 1024 (Rev 9438) Page 5 Part Ill. Financial Data (Must be com lated all a licants Complete the financial statements for the current year and for each of the 3 years immediateh/ before it. lf in existence less than 4 years, complete the statements for each year in existence. lf in existence less than 1 yeah also provide proposed budgets for the 2 years following the current yea/. A. Statement of Revenue and Ex enses in Tat Year Revenue From 1? 12/31/09 in tal tel Total 1 Gross dues and assessments of members . . 2 Gross contributions, gifts. etc. 1'20?'0?o 671390 1205000 the organization's exempt purpose (attach schedule) (Include related cost of sales on line 9.) 4 Gross amounts from unrelated business activities (attach schedule) 3 Gross amounts derived from activities 'mated to 5 Gain from sale of assets, excluding inventory items (attach schedule) 6 investment income (see page 3 of the instructions) _i 7 Other revenue (attach schedule) 8 Total revenue (add lines 1 through 7) Expenses 9 Expenses attributable to activities related to the organizations exempt purposes 10 Expenses attributable to unrelated business activities 11 Contributions, gifts, grants, and similar amounts paid (attach schedule) 1 2 Disbursements to or forthe benent of members (attach schedule) 1 3 Compensation of ofhcers, directors. and trustees (attach schedule) 14 Other salaries and wages 1,050,000 1,200,000 15 Interest 16 Occupancy 17 Depreciation and depletion 18 Other expenses (attach schedule) . 19 Total expenses (add lines 9 through 18) . . 20 Excess of revenue over expenses (line 8 minus lint? 19) '\50>>000 519. 356 B. Balance Sheet at the end of the eriod shown Current Tax Year Assets 1 ll 22% 2 Accounts receivable, net . 3 Inventories 4 Bonds and notes receivable (attach schedule) 5 Corporate stocks (attach schedule) 6 Mortgage loans (attach schedule) . 7 Other investments (attach schedule) J. 8 Depreciable and depletable assets (attach schedule) . 9 Land 10 Other assets (attach schedule) 1 1 Total assets Qlihlfi Liabilities 12 Accounts payable 13 Contributions, gifts, grants, etc., payable . . . 14 Mortgages and notes payable (attach schedule) 15 Other liabilities (attach schedule) . . 16 Total liabilities IQ, 0 Fund Balances or Net Assets I 17 Total fund balances or net assets . 17 18 Total liabilities and fund balances or net assets (add line 16 and line 17) 619,366 lf there has been any substantial change in any aspect of the 0rganization's financial activities since the end of the period shown above, check the box and attach a detailed explanation eaiasor Page 8 Organizations Described in Section 501(c)(4) (Civic leagues, social welfare organizations (including posts, councils, etc., of veterans' organizations not qualifying or applying for exemption under section 501(c)(19)) or local associations of employees.) Has the Internal Revenue Service previously issued a ruling or determination letter recognizing the applicant organization (or any predecessor organization listed in question 4. Part ll ol the application) to be exempt under section and later revoked that recognition of exemption on the basis that the applicant organization (or its predecessor) was carrying on propaganda or otherwise attempting to influence legislation or on the basis that it engaged ln political activity? Yes No Form 1024 (Rev. 9-98) lf "Yes," indicate the earnest tax year for which recognition ol exemption under section S01(c)(3) was revoked and the IRS district office that issued the revocation. 2 Does the organization perform or plan to perform (lor members. shareholders, or others) services. such as maintaining the common areas ol a condominium: buying lood or other items on a cooperative basis: or providing recreational facilities or transportation services. job placement, or other similar undertakings? Yes No If "Yes," explain the activities ln detail. including income realized and expenses incurred. Also. explain ln detail the nature of the benefits to the general public from these activities. (lf the answer to this question is explained in Part ll ol the application (pages 2. 3. and 4). enter the page and item number here.) 3 lf the organization ls claiming exemption as a homeowners* association. is access to any property or facilities it owns or maintains restricted In any way? Ci 'ties Mo lf explain. 4 ll the organization claiming exemption as a local association of employees. state the name and address of each employer whose employees are for membership ln the association. lf employees ol' more than one plant or ollice of the same employer are eligible for membership. give the address of each plant or oliice. NIA What We Believe Military Families United 36 Pggelofl ABOUT US MENU What We Believe Qvgmew 0 Terrorism Threatens America 's Security. - America faces an unprecedented threat from foreign and domestic terrorism. Terrorism, and the radical ideologies that support terrorism, must be defeated in order for America to be safe and prosperous. AmerIca's Troops Need AmorI?z's Support. - Our troops and their families make a significant sacrifice when they are sent into combat. They need the support of all Americans to be able to Successfully complete their mission. Our troops need two types of support above all else. They need to support of the American people and they need the support of our elected officials. America must maintain the most well-equipped, best trained, most superior military to be able to eitectively fight, and defeat, the enemy. Freedom and Democracy Must be Protected. - America has a right and a responsibility to protect those ideals that have made lt one of the most prosperous and secure nations. while the promise of freedom and democracy offer the American dream to its people, it ls also threatened by religious and ideological principles that strive to defeat lt. America must protect the Freedom and Democracy that we enjoy and which has become an example for the world. !Nhat_a Eamlliesl Boa Staff latl i_ _,ml 1 . I I. our _resign :fb 2008 Military United All Rights Reserved. COHIBCT F1r|;| Ugg;-\ Facebook 2/19/2009 Military Families United Statement on Increasing U.S. Troops in Afghanistan I Military Page 1 of 1 NEWS RELEASE Military Families United Statement on Increasing U.S. Troops in Afghanistan Tue, 02/17/2009 - 17:38 Washington, D.C. - February 17, 2009 -Brian Wise, Executive Director for Military Families United, the natlon's premier military family advocacy organization, released the following statement concerning today's announcement that the Obama Administration will increase the American presence ln Afghanistan. *Military Familia United applauds President Obarna's attention to the directives of our military leaders on the ground in Iraq and Afghanistan. The successes ln Iraq under the command of General Petraeus and now General Odiemo have created a situation that allows us to begin to redeploy troops to help General Mcl'23i7lb75i Anrrcuzs or rnconronimors or Military Families United THE UNDERSIGNIED. who is eighteen (l8) years or older. for the purpose ol`l`o.rning nonstock corporation pursuant to the Virginia Nonstock Corporation Act hereby certifies. FIRST: The name ofthe Corporation is Military Families United. SECOND: The Corporation is established primarily to further the common good and general welfare of the citizens ofthe United States of America by educating the public about national security issues, and by promoting legislative policies that support, equip and strengthen the United States military through policy advocacy to local. state and federal entities. No part of the net income ofthe Corporation shall inure to the benefit nt' or be distributed to its directors, ofliccrs, or other pri vate persons, except that the Corporation shall be authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions in furtherance of the purpose and objects set forth in the Second Article. Notwithstanding any other provision of these Articles, this corporation shall not carry on any activity not permitted to be carried on by an organization exempt from federal income tax under section 50l(c)(4) of the lntemal Revenue Code of l986, or corresponding provision of any future United State lntemal Revenue law. THIRD: The Corporation shall have no members. OURTII: The directors of the corporation shall be elected or appointed as follows: The Board of Directors shall have the authority to elect members ofthe Board of Directors, who shall be elected annually to serve one year terms. if a vacancy shall occur on the Board ol'Directors. the vacancy may be filled by a majority ofthe Dirwtors in attendance ata meeting ofthe Board called for such purpose. FII-TH: The name ofthe corporation's initial registered agent is: CT Corporation System, a foreign stock corporation that is authorized to transact business in Virginia. . SIXTH: The corporation's initial registered ofiice address. including the street and number, if any, which is identical to the business office of the initial registered agent is: 470| Cox Road Suite 301 Glen Allen. VA 23060 Henrico County SEVENTH: The Corporation may be dissolved at any time by a majority vote ofthe Board of Directors of the Corporation who are in attendance at a meeting of the Board called for such purpose. Following such vote, the Board of Directors shall supervise the orderly dissolution of the organization, including the distribution of the remaining ofthe organization consistent with the purposes stated herein. Upon dissolution of the corporation or the winding up of its affairs, the assets of the Corporation shall be distributed to another organization organized and operated exclusively for charitable purposes or for social welfare purposes as described in section 5Ol(c)(4). . IN WITNESS WHEREOF the undersigned has signed these Articles of Incorporation and acknowledged that these Articles of Incorporation are his and to the best of his knowledge, information and belief and under penalty of perjury, the matters and facts set forth herein are true in all material respects. Brian Wise _corporator gg, .. '33i