See a Social Security Number? Say Something! Report Privacy Problems to https://public.resource.org/privacy Or call the IRS Identity Theft Hotline at 1-800-908-4490 OMB No 1545-0047 '990 Return of Organization Exempt From Income Tax Form Under section 501 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 2 0 0 9 - benefit trust or private foundation) Department of the Treasury Open to Public (Mama. Revenue game The organization may have to use a copy of this return to satisfy state reporting reqUIrements. Inspec?flon A For the 2009 calendar year, or tax year beginning JUL 1 2 0 0 9 and ending JUN 3 0 2 0 0 8 Check it Please Name of organization Employer identification number ?me um?SChriStian Alcoholics Addicts Recovery, Inc. 21:32:; type DomLBusmess 'r'?'rl'rarlr See Number and street (or 0 box if mail is not delivered to street address) Room/smte Telephone number mindisz 700 Road 918?529-8608 minded City or town, state or country, and ZIP 4 Gross receipts 333'?- Jay H(a) ls this a group return pending Name and address of prinCIpal officer Janet Wilkerson for affiliates? [:lYes No ame as above H(b) Are all affiliates included? l:lYes l:l No Tax-exempt status: 501(c)( 3 (insert no) I: 4947(a or 1:1 527 If attach a list. (see instructions) Website: A H(c) Group exemption number Form of organization Corporation Trust Assomation Other LL Yearof formation 2 0 0 7 State of legal domicne 0K (Part II Summary 0 1 Briefly describe the organization's mission or most Significant activnies: CAAIR IDC . iS a faith based long term drug and alcohol recovery program. It has a vision and 2 Check this box If the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, line 1a) 3 6 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 4 3 5 Total number of employees (Part V, line 2a) 5 1 6 Total number of volunteers (estimate if necessary) 6 0 3 7a Total gross unrelated bustness revenue from Part column (C), line 12 7a 0 . Net unrelated busmess taxable income from Form 990-T. line 34 7b 0 . Prior Year Current Year 8 Contributions and grants (Part llne 1hProgram serwce revenue (Part line 29Investment income (Part column (A), lines Other revenue (Part column (A), lines 5. 6d, 8c, 9c, 10c, and 11e) 12 Total revenue - add lines 8 through 11 (must equal Part column (A), line 12Grants and Similar amounts paid (Part IX. column (A), lines 1-3) 0 - 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 . 3 15 Salaries, other compensation. employee benefits (Part IX, column (A), lines 5-1016a Professwnal fundraismg fees (Part IX, column :5 Total fundraismg expenses (Part IX, column (D), line 25) 5 1? mm 17 Otherexpenses(Part IX column (A) ines11a-11d, 986, 793. 1,290,565 . 18 Total expenses Add ines1317(must equal art 1t 260, 363- 1, 734, 043 . 19 Revenue less expenses. Subtract line Beginning of Current Year End of Year 20 Totalassets(PartX, ine16) Sh FEB 1 2011 $178,096- 343:040- Sf: 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from LQQDEN (Part it 1 Signature Block Under eh?a'lt'es of penury. I declare that have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and mplete Declaratio of preparer (other yamsed/ on all information of which preparer has any knowledge Sign ?li/ ?/Ol?tj I ll?\ lli Here lg ature of o?it?er Date Janet Wilkerson, CEO Type or print name and title Paid Preparer' Egg-Ck If number . Signature employed I: I Preparers Memw 5$Efmbr Houston Company, P. A. an? 117 . Broadway - . . BOX 5 3 zip.4' Siloam Springs, AR 72761 Phoneno >479-524?6119 May the IRS discuss this return With the preparer shown above? (see Instructions) Yes :1 No 932001 02-04-10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (20 See Schedule 0 for Organization Miss ion Statement Continuation Christian Alcoholics Addicts me?wcmw) in Recovery, Inc. 20-8810021 iemz [?irt [It 1 Statement of Program Service Accomplishments 1 Briefly describe the organization's . . Assist drug addicts and alcoholics in recovering and becoming productive members of society through providing housing, counseling, and job training. 2 Did the organization undertake any Significant program serVIces during the year which were not listed on the prior Form 990 or DYes No If "Yes." describe these new serwces on Schedule 0. 3 Did the organization cease conducting, or make Signi?cant changes In how it conducts, any program serVIces? DYes No If 'Yes," describe these changes on Schedule 0 4 Describe the exempt purpose achievements for each of the organization?s three largest program sewices by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are reqUIred to report the amount of grants and allocations to others. the total expenses, and revenue. If any, for each program sewice reported. 4a (Code: (Expenses including grants of )(Revenue Assist drug addicts and alcoholics in recovering and becoming productive members of society through providing housing, counseling, and job training. During the course of this year CAAIR worked with 350 different men. There were 112 men who successfully completed the program during this year. 4b (Code (Expenses including grants of (Revenue 4c (Code. (Expenses including grants of )(Flevenue 4d Other program serwces. (Describe in Schedule 0.) (Expenses Including grants of (Revenue 4e Total program service expenses Form 990 (2009) 932002 02-04-10 Christian Alcoholics Addicts Form ?eo (2009) in Recovery, Inc . 20?881002 1 Page3 I Part IV 1 Checklist of Required Schedules Yes No 1 Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes, complete Schedule A 1 2 ls the organization requrred to complete Schedule B, Schedule of Contributors? 2 3 Did the organization engage In direct or Indirect political campaign actIVIties on behalf of or In opposmon to candidates for public office? If "Yes, complete Schedule C, Partl 3 4 Section 501(c)(3) organizations. Did the organization engage In lobbying actIVIties? If "Yes, complete Schedule C, Part ll 4 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subiect to the section 6033(e) notice and reporting reqUIrement and proxy tax? If "Yes, complete Schedule C, Part 5 6 Did the organization maintain any donor adVIsed funds or any Similar funds or accounts where donors have the right to prowde adVIce on the distribution or investment of amounts In such funds or accounts? If "Yes, complete Schedule D, Partl 6 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 ll 7 8 Did the organization maintain collections of works of art, hlstorlcal treasures, or other Similar assets? If ?Yes, complete Schedule D, Part 8 9 Did the organization report an amount In Part X, line 21 . serve as a custodian for amounts not listed In Part or prowde credit counseling, debt management. credit repair, or debt negotiation serVIces? lf "Yes, complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization, hold assets In term, permanent, or quaSI-endowments? If "Yes, complete Schedule D, Part 10 11 ls the organlzatlon's answer to any of the followmg questions "Yes"? If so, complete Schedule D, Parts VI, VII, lX, orX as applicable ".11 0 Did the organization report an amount for land, bUlIdIngS, and eqmpment In Part X, line 10? If "Yes, complete Schedule D, Part VI 0 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 0 Did the organlzatlon 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 0 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. 0 Did the organization report an amount for other liabilities In Part X, line 25" If "Yes, complete Schedule D, Part X. 0 Did the organization?s separate or consolidated finanCIaI statements for the tax year Include a footnote that addresses the organization's llabllity for uncertain tax pOSItions under FIN 48'? lf "Yes, complete Schedule D, Part X. 12 Did the organization obtain separate, Independent audited finanCIal statements for the tax year? If "Yes, complete Schedule D, Parts Xl, Xll, and 12 12A Was the organization Included In consolidated, Independent audited finanCIaI statements for the tax year? Yes No If "Yes, completing Schedule D, Parts Xl, Xll, and Is optional I 12A 13 Is the organization a school described in section If ?Yes, complete Schedule 13 14a Did the organization maintain an office, employees, or agents outSIde of the United States? 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, and program serVIce actIVIties outSIde the United States? If "Yes," complete Schedule F, Partl 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, Part 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or aSSIstance to IndIVIduals located outSIde the United States? If "Yes, complete Schedule F, Part 16 17 Did the organization report a total of more than $15,000 of expenses for profeSSIonal fundraismg serv1ces on Part IX, column (A). lines 6 and 11e? If "Yes, complete Schedule G, Partl 17 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 10 and 8a? If "Yes, complete Schedule G, Part II 18 19 Did the organization report more than $15,000 of gross Income from gaming actIVIties on Part line 9a? If "Yes," complete Schedule G, Part 19 20 Did the organization operate one or more hospitals? If "Yes, complete Schedule 20 Form 990 (2009) 932003 02-04-10 Christian Alcoholics Addicts in Recovery, Inc. 20?8810021 qu4 Wart 1 Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants and other to governments and organizations In the United States on Part IX, column (A), line 1? If "Yes, complete Schedule I, Parts I and ll 21 22 Did the organization report more than $5,000 of grants and other to indIVIduals In the United States on Part IX, column (A), line 2? If "Yes, complete Schedule I, Parts I and Ill 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 23 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 go to line 25 24a Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c 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! 25a 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 If "Yes," complete Schedule L, Part I 25b 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization?s tax year? If "Yes, complete Schedule L, Part ll 26 27 Did the organization prowde a grant or other a33istance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an indIVIdual? If "Yes, complete Schedule L, Part 27 .X 28 Was the organization a party to a business transaction With one of the followmg parties, (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions). a A current or former officer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV 28a A family member of a current or former officer. director, trustee. or key employee? If "Yes, complete Schedule L, Part IV 28b An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) was an officer, director. trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other assets, or qualified conservation contributions? If "Yes, complete Schedule 30 31 Did the organization IIqUIdate, terminate, or dissolve and cease operations? If "Yes, complete Schedule N, Part I 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of Its net assets? If "Yes, complete Schedule N, Part ll 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 .7701-3? If "Yes, complete Schedule R, Partl 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes, complete Schedule Fl, Parts II, IV, and V, line 1 34 35 Is any related organization a controlled entity Within the meaning of section 512(b)(13)? If "Yes, complete Schedule Fi?, Part V, line 2 35 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, complete Schedule Fl, 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 H, Part VI 37 38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11 and 19? Note. All Form 990 filers are requrred to complete Schedule 0. 38 Form 990 (2009) 932004 02-04-10 Christian Alcoholics Addicts Form 990 (2009) in Recovery, Inc. 20-8810021 Page5 ?irt VI Statements Regarding Other IRS Filings and Tax Compliance Yes No 1a Enter the number reported In Box 3 of Form 1096, Annual Summary and TransmIttaI of US. InformatIon Returns. Enter -0- If not applIcable 1a 3 Enter the number of Forms W-2G Included In IIne 1a. Enter -0- If not 1 0 the organlzatlon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable gaming (gambIIng) WInnIngs to prIze wmners? 1c 2a Enter the number of employees reported on Form W-3, TransmIttaI of Wage and Tax Statements, ?led for the calendar year endIng WIth or WIthIn the year covered by thIs return 2a 1 0 If at least one Is reported on IIne 2a. dId the organlzatlon ?le all reqUIred federal employment tax returns? 3b Note. If the sum of lines 1a and 2a Is greater than 250, you may be reqUIred to e-fIle thIs return. (see InstructIons) 3a the organlzatlon have unrelated busmess gross Income of $1.000 or more durIng the year covered by thIs return? 33 If ?Yes.? has It ?led a Form 990-T for thIs year? If "No, provrde an explanatIon In Schedule 0 3b 4a At any tIme durIng the calendar year, dId the organlzatlon have an Interest In, or a SIgnature or other authorIty over, a Manual account In a foreIgn country (such as a bank account. securItIes account. or other fInanCIaI account)? 4a If ?Yes,? enter the name of the foreIgn country: See the InstructIons for exceptIons and fIlIng reqUIrements for Form TD 9022.1, Report of Forelgn Bank and Accounts. 5a Was the organlzatlon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? 5a any taxable party notIfy the organlzatlon that It was or IS a party to a prothIted tax shelter transactlon? 5b If "Yes," to IIne 5a or 5b, dId the organlzatlon fIle Form 8888-T, DIscIosure by Tax-Exempt EntIty ProthIted Tax Shelter TransactIon? 5c 6a Does the organIzatIon have annual gross receIpts that are normally greater than $100,000. and dId the organlzatlon solICIt any contrIbutIons that were not tax 6a If 'Yes,' dId the organlzatlon Include WIth every soIICItatIon an express statement that such contrIbutIons or were not tax deducthle? 6b 7 Organizations that may receive deductible contributions under section 170(c). a the organIzatIon weave a payment In excess of $75 made partly as a contrIbutIon and partly for goods and serVIces prowded to the payor? 7a If "Yes," did the organlzatlon notIfy the donor of the value of the goods or serVIces prowded? 7b the organlzatlon sell, exchange, or otherWIse dIspose of tangIbIe personal property for Web It was reqwred to ?le Form 8282? To If "Yes.? IndIcate the number of Forms 8282 ?led durIng the year I 7d I the organlzatlon, durIng the year, recere any funds, dIrectly or IndIrectly, to pay prequms on a personal bene?t contract? 7e 1 Old the organlzatlon. durIng the year, pay prequms, dIrectly or IndIrectly, on a personal bene?t contract? 7f 9 For all contrIbutIons of Intellectual property, dId the organlzatIon ?le Form 8899 as reqUIred? 79 For contrIbutIons of cars, boats. aIrplanes. and other vehIcles. did the organlzatlon ?le a Form 1098-C as reqwred? 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. the organlzatlon, or a donor adVIsed fund maIntaIned by a sponsorIng organlzatlon, have excess busmess holdIngs at any tlrne durIng the year? 8 9 Sponsoring organizations maintaining donor advised funds. a the organlzatlon make any taxable dIstrIbutIons under sectIon 4966? 9a the organlzatlon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a InItIatIon fees and capItal contnbutlons Included on Part IIne 12 10a Gross receIpts. Included on Form 990. Part IIne 12, for pubIIc use of club 10b 11 Section 501(c)(12) organizations. Enter: a Gross Income from members or shareholders 11a Gross Income from other sources (Do not net amounts due or paId to other sources agalnst amounts due or recered from them.) 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organIzatIon fIlIng Form 990 In of Form 1041 12a If 'Yes,' enter the amount of tax-exempt Interest recered or accrued durIng the year 12b Form 990 (2009) 932005 02-04-10 Christian Alcoholics Addicts in Recovery, Inc. 20-8810021 Pmes Part i Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No? response to line 8a, 8b, or 1 Ob below, describe the Circumstances, processes, or changes in Schedule 0. See instructions. SectiorlA. Governing Body and Management Yes No 1 a Enter the number of voting members of the governing body 1a 6 Enter the number of voting members that are Independent 1b 4 2 Did any officer. director, trustee, or key employee have a family relationship or a busmess relationship With any other officer, director, trustee, or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct of officers, directors or trustees, or key employees to a management company or other person? 3 4 Did the organization make any Significant changes to its organizational documents Since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a material diverSIon of the organization's assets? 5 6 Does the organization have members or stockholders? 6 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? 7a Are any de0i5ions of the governing body subject to approval by members, stockholders, or other persons? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg: a The governing body? 8a Each committee With authority to act on behalf of the governing body? 8b 9 ls 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, prowde the names and addresses in Schedule 0 9 Section B. Policies (This Section requests information about polices not requrred by the Internal Revenue Code) Yes No 10a Does the organization have local chapters, branches, or affiliates? 103 If 'Yes,? does the organization have written polimes and procedures governing the actiwties of such chapters, affiliates, and branches to ensure their operations are conSIstent With those of the organization? 1 0b 1 1 Has the organization prowded a copy of this Form 990 to all members of its governing body before filing the form? 11 11A Describe in Schedule 0 the process, If any, used by the organization to reVIew this Form 990. 12a Does the organization have a written conflict of interest policy? If "No, go to line 13 12a Are officers, directors or trustees, and key employees reqUIred to disclose annually interests that could give rise to conflicts? 1 2b Does the organization regularly and conSIstently monitor and enforce compliance With the policy? If "Yes, describe in Schedule 0 how this is done 12c 13 Does the organization have a written Whistleblower policy? 13 14 Does the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and deCI5ion? a The organization's CEO, Executive Director, or top management offICIal 15a Other officers or key employees of the organization 15b it 'Yes' to line 15a or 15b, describe the process in Schedule 0. (See instructions.) 16a Did the organization invest in, contribute assets to. or partICIpate in a iomt venture or Similar arrangement With a taxable entity during the year? 16a If 'Yes.? has the organization adopted a written policy or procedure requmng the organization to evaluate Its partICIpation in icint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status With respect to such arrangements? 16b Section C. Disclosure 17 List the states With which a copy of this Form 990 Is required to be filed 18 Section 6104 requues an organization to make its Forms 1023 (or 1024 if applicable), 990. and 990-T (501 only) available for public inspection. Indicate how you make these available. Check all that apply. Own webSIte El Another?s webstte Upon request 1 9 Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents. conflict of interest policy, and financial statements available to the public. 20 State the name, phy5ical address, and telephone number of the person who possesses the books and records of the organization: Olga Dunnam - 918?529?8608 40152 700 Road, Jay, OK 74346 Form 990 (2009) 932008 02-04?10 Christian Alcoholics Addicts Fonn990(2009) in Recovery, Inc. 20?8810021 [Part VII) Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Fleport compensation for the calendar year ending With or Within the organization?s tax year Use Schedule J-2 if additional space is needed. 0 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 0 List all of the organization?s current key employees. See Instructions for definition of 'key employee.? 0 List the organization's five current highest compensated employees (otherthan 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. 0 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 0 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 followmg order' IndIVIdual trustees or directors; Institutional trustees; officers: key employees; highest compensated employees; and former such persons. Check this box If the organization did not compensate an current officer, director. or trustee Page 7 (Al (Bl (C) (D) (E) (F) Name and Title Average Posrtlon Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per a from from related other week the organizations compensation a 5 organization from the E. organization 133 and related i3 5 :53? organizations Janet Wilkerson Chairman CEO 50.00 0. 0. 0. Rodney Dunnam Director President 55.00 0. O. 0. Scott McDaniel Director 2.00 0. 0. 0. Gary Jech Director 2.00 0. 0. 0. Dr. Doug Cox Director 2.00 0. O. 0. Brenda Haxel Director 2.00 0. 0. 0. Donald Wilkerson VP Operations 52.00 0. 0. 0. Olga Dunnam VP Finance 45.00 0. 0. 0. 932007 02-0440 Form 990 (2009) Christian Alcoholics Addicts in Recovery, Inc. 20?8810021 mea [Part Section A. O?icers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Posmon Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per from from related other week the organizations compensation ?6 organization from the organizatlon ?g and related E8 organizations 1bTmm 0. 0. 0. Total number of indiViduals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization 0 Yes No 3 Did the organization list any former officer. director or trustee. key employee, or highest compensated employee on line 1a? If "Yes, complete Schedule for such indiwdual 3 4 For any indIVIdual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, complete Schedule for such Ind/Vlduai' 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for seNices rendered to the organlzatlon" If "Yes, complete Schedule for such person 5 Section 3. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensatlon from the organization. (A) Name and busmess address (3) Description of sewices (C) Compensation WD4 Partnership PO Box 1561, Siloam Springs, AR 72761 Management Fees 249,767. 2 Total number of independent contractors ancluding but not limited to those listed above) who received more than $100,000 in compensation from the organization 1 Form 990 (2009) 932008 02-04-10 Christian Alcoholics Addicts mebmummg in RecoveryL Inc. 20-8810021 Pq?9 [Part I Statement of Revenue Hel??lue Total revenue Related or Unrelated excluded from exempt function busmess tax under revenue revenue sags)? 55113 13% 1 a Federated campaigns 1a g3 MembershIp dues 1b 5% FundraIsmg events to 55,55 Related organlzatlons 1d Government grants (contrIbutIons) 1e 3 All other grants, and 5% 5ImIIar amounts not Included above Noncash contnbutIons Included In lInes 1a-1f' 0 Total. Add lInes 1a-1f 1 7 0 5 . Busmess Code 3 2a Work Programs 623220 1413709. 1413709. 'Eg ATR Grant 623220 694,472. 694,472. 55 1? All other program serVIce revenue 9 Total. Add lInes 2a-Investment Income (IncludIng dIVIdends, Interest, and other amountsIncome from Investment of tax-exempt bond proceeds 5 RoyaltIes 5 (I) Real (II) Personal 6 a Gross Rents Less rental expenses Rental Income or (loss) Net rental Income or (loss) 7 a Gross amount from sales of (I) SecurItIes (II) Other assets other than Inventory Less: cost or other and sales expenses GaIn or (loss) Net gaIn or (loss) a) 8 a Gross Income from fundralsmg events (not a IncludIng of g? contrIbutIons reported on lIne 1c). See 5 Part IV. lIne 18 a Less: dIrect expenses Net Income or (loss) from fundralsmg events 9 a Gross Income from gamlng actIVItIes. See Part IV, lIne 19 a Less: dIrect expenses Net Income or (loss) from gamIng actIVItIes 10 a Gross sales of Inventory. less returns and allowances a Less: cost of goods sold Net Income or (losstrom sales of Inventory MIscellaneous Revenue Busmess Code 11 a All other revenue Total. Add lInes 11a-11d 12 Total revenue. See Instructlons 33311330 Form 990 (2009) Christian Alcoholics Addicts meemuzmm in Recovery, Inc. 20?8810021 wa10 (Part [Xi Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C). and (D). Do not include amounts re orted on lines 6bPart memes ?2.13222?? 1 Grants and other to governments and organizations in the 8 See Part IV, line 21 2 Grants and other assmtance to indIVIduals In the 8. See Part IV. line 22 3 Grants and other a35istance to governments, organizations. and indIVIduals outSide the US See Part IV. lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees.andkeyemployees 158,594. 92,100. 66,494. 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Othersalariesandwages 232,934. 232,934. 8 Pen5ion plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Otheremployeebenefits 20,274. 12,323. 7,951. 10 Payrolltaxes 31,676. 26,328. 5,348. 11 Fees for sewices (non-employees): a Management 265,932. 143,895. 122,037. Legal Accounting 3,600. 3,600. Lobbying ProfeSSIonalfundraismg serwces See Part IV, line 17 Investment management fees 9 Other 71,790. 71,790. 12 Advertismg and promotion 13 Officeexpenses 37,787. 37,787. 14 Information technology 15 Royalties 16 Occupancy 265,421. 259,533. 5,888. 17 Travel 2,928. 2,928. 18 Payments of travel or entertainment expenses for any federal. state. or local public offICIals 19 Conferences, conventions, and meetings interest 5,866. 2,702. 3,164. 21 Payments to affiliates 22 DepreCIation, depletion, and amortization Insurance 22,684. 22,684. 24 Other expenses Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below) a Client Services Suppl 549,453. 549,453. Charitable Contribution 21,850. 21,850. Business Lic Permits 40. 40. 1 All other expenses 25 Total functional expenses Add lines 1 through 24f Joint costs. Check here if followrng SOP 98-2 Complete this line only if the organization reported in column (B) icint costs from a combined educational campaign and fundraismg solmitation 932010 02-04-10 Form 990 (2009) Christian Alcoholics Addicts Form 990 (2009) in Recovery, Inc . 20-881002 1 Page? [?irt 3 Balance Sheet (Ai iBi Beginning of year End of year 1-. Cash - non-interest-bearing Savmgs and temporary cash Investments Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Receivables from current and former officers, directors. trustees. key employees, and highest compensated employees. Complete Part II of Schedule 5 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described In section 4958(c)(3)(B). Complete Part II of Schedule 6 3 7 Notes and loans receivable. net 7 a 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land. bUIldings, and eqUIpment: cost or other ba3is. Complete Part VI of Schedule 103 4 6 9 6 3 - Less: accumulated depreCIation 10b Investments - publicly traded securities 11 12 Investments - other securities See Part IV, line 11 12 13 Investments - program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV. line 11 15 16 Total assets. Add lines 1 through 151must ecLual line 34Accounts payable and accrued expenses 17 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 3 21 Escrow or custodial account liability. Complete Part IV of Schedule 21 22 Payables to current and former officers, directors, trustees. key employees. 33 highest compensated employees, and disqualified persons. Complete Part II of Schedule 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities. Complete Part of Schedule Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here and complete 3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 27 28 Temporarily restricted net assets 28 29 Permanently restricted net assets .. 29 LE Organizations that do not follow SFAS 117, check here and 3 complete lines 30 through 34. 30 Capital stock or trust prInCIpal. or current funds 0 - 30 - 31 Paid-in or capital surplus, or land, bu?ding. or eqUIpment fund Retained earnings. endowment, accumulated income, or other funds -Total net assets or fund balances -Total liabilities and net assets/fund balances Form 990 (2009) 932011 02-04-10 in Recovery, Inc. Christian Alcoholics Addicts 20?8810021 Pagg12 I Part XII Financial Statements and Reporting 1 2a 3a Accounting method used to prepare the Form 990: Cash El Accrual Other Yes No If the organization changed Its method of accounting from a prior year or checked ?Other.? explain In Schedule 0 Were the organization?s finanCIal statements compiled or reVIewed by an Independent accountant? Were the organization?s finanCIaI statements audited by an Independent accountant? If "Yes? to line 2a or 2b, does the organization have a committee that assumes responSIbility for overSIth of the audit. reVIew, or compilation of its finanCIal statements and selection of an Independent accountant? If the organization changed either Its overSIght process or selection process during the tax year. explain in Schedule 0. If "Yes? to line 2a or 2b. check a box below to indicate whether the finanCIal statements for the year were issued on a consolidated separate basis. or both: Separate basis I: Consolidated ba5is Both consolidated and separate As a result of a federal award. was the organization reqUIred to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular If ?Yes,? did the organization undergo the reqUIred audit or audits? If the organization did not undergo the reqUIred audit or audits. explai_n_ihy in Schedule 0 and describe any steps taken to undergo such audits. 2a 2b 2c 3a 3b 932012 02-04-10 Form 990 (2009) SCHEDULE A OMB No 1545-0047 (Form 990 or 990-EZ) Public Charity Status and Public Support 760?9?? Complete if the organization is a section 501(c)(3) organization or a section Department of the Treasury 4947(a)(1) nonexempt charitable trust. Open to Puh?c '"tema' HWEAUE Semce Attach to Form 990 or Form 990-EZ. See separate instructions. Inspection Name of the organization hr 1 ian Alcohol ic Addict 5 Employer identification number in Recovery, Inc. 20?8810021 I Part I Reason for Public Charity Status (All organizations must complete this part.) See Instructions. The organization Is not a private foundation because It Is: (For lines 1 through 11, check only one box.) 1 I: DUN) HE Duo 10 11 DD e :l A church, convention of churches, or assomation of churches described In section A school described In section (Attach Schedule E.) A hospital or a cooperative hospital serVIce organization described In section A medical research organization operated In conjunction With a hospital described In section 1 Enter the hospital?s name, city, and state: An organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit described In section (Complete Part II.) A federal, state, or local government or governmental unit described In section 1 An organization that normally receives a substantial part of Its support from a governmental unit or from the general public described In section (Complete Part II.) A community trust described In section (Complete Part II.) An organization that normally receives. (1) more than 33 1/3% of Its support from contributions, membership fees, and gross receipts from actIVIties related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of Its support from gross investment income and unrelated busmess taxable Income (less section 511 tax) from busmesses achIred by the organization after June 30, 1975. See section 509(a)(2). (Complete Part An organization organized and operated excluswely to test for public safety See section 509(a)(4). An organization organized and operated excluswely forthe benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type El Type II I: Type - Functionally Integrated Type - Other By checking this box, I certify that the organization is not controlled directly or Indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2). If the organizatIon received a written determination from the IRS that It Is a Type I, Type II, or Type supporting organization, check this box 9 Since August 17, 2006, has the organization accepted any gift or contribution from any of the followmg persons'7 A person who directly or Indirectly controls, either alone or together With persons described In (II) and below. the governing body of the supported organization? (ii) A family member of a person described In (I) above? A 35% controlled entity of a person described In (I) or (II) above? Prowde the followmg Information about the supported organization(s). n)Nameofsnmoned ("Ian (??TypeOf (?twine nH)AmomnoI organization organization in col listed In your organization In col organizatiorain rial su ort (described 0" ""35 1'9 governing document? of your support? (I) 6 pp above or section (see instructionsTotal LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 2009 Form 990 or 990-EZ. 932021 02-08-10 Schedule A (Form 990 or 990-EZ) 2009 Part Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only If you checked the box on line 5, 7, or 8 of Part I) Section A. Public Support Page 2 Calendar. year (or fiscal year beginning In)> 2005 2006 2007 2008 2009 Total 1 Gifts. grants, contributions. and membership fees received. (Do not Include any "unusual grants") 2 Tax revenues leVIed for the organ- IzatIon?s benefit and either paid to or expended on Its behalf 3 The value of serVIces or facmties furnished by a governmental unit to the organization Without charge 4 Total. Add lines 1 through 3 w. 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column 6 Public support. Subtract line 5 from l1n_e 4 Section B. Total Support Calendar year (or fiscal year beginning In)> 2005 2006 2007 2008 2009 Total 7 Amounts from line 4 8 Gross income from interest. dIVIdends. payments received on securities loans. rents. royalties and Income from Similar sources 9 Net Income from unrelated busmess actIVItIes, whether or not the busmess Is regularly carried on 10 Other Income. Do not include gain or loss from the sale of capital assets (Explain In Part IV.) 11 Total support. Add lines 7 through 10 12 Gross receipts from related actIVItIes, etc. (see Instructions) 12 I 13 First five years. If the Form 990 Is for the organization's first. second. third. fourth, or fifth tax year as a section 501(c)(3) organization. check this box and stop here Section C. Computation of Public Support Percentage 14 Public support percentage for 2009 (line 6. column dwided by line 11. column (0) 15 Public support percentage from 2008 Schedule A. Part II. line 14 16a 33 113% support test - 2009.? the organization did not check the box on line 13, and line 14 Is 33 1/3% or more. check this box and 18 Private foundation. If the organization did not check a box on line 13. 16a, 16b. 17a. or 17b, check this box and see Instructions Schedule A (Form 990 or 990-EZ) 2009 stop here. The organization qualifies as a publicly supported organization 33 113% support test - 2008.? the organization did not check a box on line 13 or 16a, and line 15 Is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10% -facts-and-circumstances test - 2009.lf the organization did not check a box on line 13. 16a, or 16b, and line 14 Is 10% or more, and if the organization meets the 'facts-and-CIrcumstances' test, check this box and stop here. Explain In Part IV how the organization meets the 'facts-and-CIrcumstances' test. The organization qualifies as a publicly supported organization 10% -facts-and-circumstances test 2008.? the organization did not check a box on line 13. 16a, 16b, or 17a, and line 15 Is 10% or more, and If the organization meets the 'facts-and-CIrcumstances' test, check this box and stop here. Explain In Part IV how the 14 15 organization meets the 'facts-and-cucumstances' test. The organization qualifies as a publicly supported organization 932022 02-08?10 >Cl >Cl Christian Alcoholics Addicts Schedule A (Form 990 or 990452) 2009 in Recovery Inc . Section A. Public Support 20?8810021 Pages I Part Support Schedule for Organizations Described in Section 509(a)(2) (Complete ()an If you checked the box on line 9 or part i) Calendarlyear (0rfiscal year beginning in)> 2005 2006 (9L2007 2008 2009 (fLTotaI 1 Gifts, grants, contributions, and membership fees received. (Do not Include any 'unusual grants 1,000. 1,705. 2,705. 2 Gross receipts from admISSIons, merchandise sold or serVIces per- formed, or facrlities In any actIVIty that is related to the organization's tax-exempt purpose 736,759. 2,108,181. 2,844,940. 3 Gross receipts from actIVItIes that are not an unrelated trade or bus- iness under section 513 4 Tax revenues IeVIed for the organ- ization's benefit and either paid to or expended on Its behalf 5 The value of servrces or furnished by a governmental unit to the organization Without charge 6 Total. Add lines 1 through 5 737,759. 2,109,886. 2,847,645. 7a Amounts included on lines 1, 2, and 3 received from disquali?ed persons 0. Amounts included on lines 2 and 3 received from other than disquali?ed persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year 0. Add lines 7a and 7b 0. 8 Public support ISuiitiaciime 70 from iineei 2,847,545. Section B. Total Support Calendar year (or fiscal year beginning in)> 2005 2006 2007 2008 2009 Total 9 Amounts from line 6 737,759. 2,103,886. 2,847,545. 10a Gross income from Interest, diVIdends, payments received on securities loans, rents, royalties and income from Similar sources 618. 618. Unrelated busrness taxable income (less section 511 taxes) from busmesses acqurred after June 30,1975 Add lines 10a and 10b 618. 618. 11 Net Income from unrelated busmess not included In line 10b. whether or not the busrness Is regularly carried on 12 Other Income Do not Include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total support (Add liner. 9. 10c, 11. and 12) 737,759. 2,110,504. 2,845,263. 14 First five years. If the Form 990 Is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2009 (line 8, column dIVIded by line 13, column 15 16 Pubtic support percentage from 2008 Schedule A, Part line 15 16 Section D. Computation of Investment Income Percentage 1 7 Investment Income percentage for 2009 (line 10c, column (1) dIVIded by line 13, column 17 18 Investment Income percentage from 2008 Schedule A, Part line 17 18 19a 33 113% support tests - 2009. If the organization did not check the box on line 14, and line 15 Is more than 33 and line 17 is not more than 33 check this box andstop here. The organization quali?es as a publicly supported organization 33 1/3% support tests - 2008. If the organization did not check a box on line 14 or line 19a, and line 16 Is more than 33 and line 18 is not more than 33 check this box andstop here. The organization qualifies as a publicly supported organization 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b,check this box and see instructions Schedule A (Form 990 or 990-EZ) 2009 932023 02-03-10 H: OMB No 1545-0047 Schedule Supplemental Financial Statements 70?69?? (Form 990) Complete if the organization answered ?Yes," to Form 990, Part IV, line 6, 7, 8? 9, 10, 11' Ol' 12- Open to mimic Attach to Form 990. See separate instructions. inspection I Name of the organization hr 1 1an Alcohol 10 Employer identification number in Recovery, Inc. 20?8810021 I Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered 'Yes' to Form 990, Part IV. line 6. Donor adVIsed funds Funds and other accounts Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization Inform all donors and donor adVIsors In writing that the assets held In donor adVIsed funds are the organization?s property, subject to the organization's excluswe legal control? i: Yes i:i No Did the organization Inform all grantees. donors, and donor adVIsors In writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adVIsor. or for any other purpose conferring impermISSIble private benefit? i:i Yes No i Part it i Conservation Easements. Complete if the organization answered 'Yes" to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use recreation or pleasure) i:i Preservation of an historically Important land area i:i Protection of natural habitat i:i Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution In the form of a conservation easement on the last day of the tax year. Held at the End at the Tax Year Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included In 2c Number of conservation easements Included In acquired after 8/17/06 2d Number of conservation easements modified. transferred, released, extingUIshed, or terminated by the organization during the tax year Number of states where property subject to conservation easement Is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? i:i Yes i:i No Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year Amount of expenses incurred In monitoring. inspecting. and enforcmg conservation easements during the year Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section Yes No In Part XIV, describe how the organization reports conservation easements in Its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's finanCIal statements that describes the organization's accounting for conservation easements Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116. not to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition. education, or research In furtherance of public serwce. prowde. in Part XIV, the text of the footnote to Its finanCIaI statements that describes these items If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures. or other Similar assets held for public exhibition, education. or research In furtherance of public sewice. prowde the followmg amounts relating to these items: Revenues included in Form 990. Part line 1 (ii) Assets included in Form 990. Part 2 If the organization received or held works of art, historical treasures, or other Similar assets for finanCIal gain. prOVIde the followmg amounts reqUIred to be reported under SFAS 116 relating to these items: a Revenues included in Form 990, Part line 1 Assets Included In Form 990, Part LHA For Privacy Act and Papenivork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2009 932051 02-01-10 Christian Alcoholics Addicts Schedule (Form 990) 2009 in Recovery Inc . Page 2 LPart I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organization's acquismon, accessmn, and other records, check any of the followmg that are a Significant use of Its collectlon Items (check all that apply): a Public exhibition I: Loan or exchange programs El Scholarly research Other Preservation for future generations 4 Prowde a description of the organization?s collections and explain how they further the organization's exempt purpose In Part XIV. 5 During the year, did the organization or receive donations of art, historical treasures, or other Similar assets to be sold to raise funds rather than to be maintained as part of the gganization's collection? I: Yes El No I Part IV I Escrow and Custodial Arrangements. Complete If organlzatlon answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X. line 21. 1a Is the organization an agent, trustee. custodian or other intermediary for contributions or other assets not included on Form 990, Part X9 El Yes El No If 'Yes.? explain the arrangement in Part XIV and complete the followmg table: Amount Beginning balance Additions during the year Distributions during the year Ending balance 2a Did the organization include an amount on Form 990, Part X. line 21? If "Yes," explain the arrangement in Part XIV. Part Endowment Funds. Complete If the organization answered ?Yes? to Form 990, Part IV, line 10. Current year Prior year Two years back Three years back Four years back 13 Beginning of year balance Contributions Net Investment earnings, gains, and losses Grants or scholarships Other expenditures for faculties and programs Administrative expenses 9 End of year balance -h 2 Prowde the estimated percentage of the year end balance held as a Board deSIgnated or quaSI-endowment Permanent endowment Term endowment 3a Are there endowment funds not in the possessmn of the organization that are held and administered for the organization by: Yes No unrelated organizations 3a(i) (ii) related organizations 3a(ii) If 'Yes' to 3a(ii), are the related organizations listed as reqUIred on Schedule Ft? 3b 4 Descr be In Part XIV the Intended uses of the organization?s endowment funds. [Part VI Investments - Land, Buildings, and Equipment. See Form 990, Part x, Ilne 10. Description of investment Cost or other (In) Cost or other Accumulated Book value baSlS (Investment) (other) depreciation 1a Land Buildings Leasehold improvements EqUIpment Other 146,963. 57,850. 89,113. Total. Add lines 1a through 1e. (Column (w must equal Form 990, Part X, column line 89 ,y 1 1 3 - Schedule (Form 990) 2009 932052 02-01-10 Christian Alcoholics Addicts Schedule (Form 990) 2009 in Recovery, Inc . [Part Investments - Other Securities. See Form 990. Part X, 12. 20?8810021 p.93; of security or category I (Including name of securlty) B??k V3 Method of valuatlon: Cost or end-of-year market value FlnanCIaI derivatlves Closely-held equny Interests Other Total. (Col must equal Form 990. Part X, col (B) We 12 [Part Villi Investments Program Related. See Form 990. Part X. llne 13. of Investment type Book value Method of valuatIon: Cost or end-of-year market value must equal Form 990. Part X, col (B) llne 13 I Part Other Assets. See Form 990, Part X, llne 15 Book value Total. (Column must ecwal Form .990, Part X, col (8) llne 15.) [Part I Other Liabilities. See Form 990. Part X. llne 25. 1, of lIabIlIty (bl Amount Federal Income taxes Payroll Liabilities 15,645. Payable to WD4 Partnership 441,064. Van Loans 32,474. Total. (Column must equal Form 990, Pan? X, col (8) llne 25 489,183. 2. FIN 48 Footnote. In Part XIV. prowde the text of the footnote to the organlzatlon's fInancIal statements that reports the organlzatlon?s for uncertaln tax posmons under FIN 48 932053 02-01 - 1 0 Schedule (Form 990) 2009 Christian Alcoholics Addicts sche?duie (Form 990) 2009 in Recovery Inc . 20?88 1002 1 Page4 [Part XI 1 Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 1 Total revenue (Form 990, Part column (A). line 12) 1 2 Total expenses (Form 990, Part IX. column (A). line 25) 2 3 Excess or (defICIt) for the year Subtract line 2 from line 1 3 4 Net unrealized gains (losses) on Investments 4 5 Donated serv1ces and use of faculties 5 6 Investment expenses 6 7 Prior period adjustments 7 8 Other (Describe in Part XIV.) 3 9 Total adjustments (net) Add lines4 through 8 9 10 Excess or (defICIt) for the year per audited ?nanCIal statements. Combine lines 3 and 9 10 (Part XII i Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue. gains. and other support per audited ?nancial statements 1 2 Amounts Included on line 1 but not on Form 990. Part line 12: a Net unrealized gains on Investments 2a Donated sewices and use of faCIlities 2b Recoveries of prior year grants 2c Other (Describe In Part XIV.) 2d Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 3 4 Amounts included on Form 990, Part line 12, but not on line 1: 3 Investment expenses not Included on Form 990. Part line 7b 4a Other (Describe In Part XIV) 4b Add lines 4a and 4b 4c Tota__ revenue. Add Lines 3 and 4c. (T his must equgI Form 990, PartI, line 12) 5 IPart Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited finanCIal statements 1 2 Amounts Included on line 1 but not on Form 990, Part IX, line 25: a Donated sewices and use of faCIlitIes 2a Prior year adjustments 2b Other losses 2c Other (Describe In Part XIV) 2d Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 3 4 Amounts Included on Form 990, Part IX. line 25. but not on line 1: a Investment expenses not Included on Form 990, Part line 7b 4a Other (Describe in Part XIV) 4b Add lines 4a and 4b 4c Total expenses A__dd lines 3 and 4c. (This must equal Form 990, PartI, fine 18) 5 (San XIV) Supplemental Information Complete this part to prowde the descriptions reqmred for Part II, lines 3, 5, and 9; Part lines 1a and 4; Part IV. lines 1b and 2b; Part V. line Part X, line 2. Part XI. line 8; Part XII. lines 2d and 4b; and Part lines 2d and 4b. Also complete this part to prOVIde any additional information. Schedule (Form 990) 2009 932054 02-01 -10 Departmenvof the Treasury . . lntemal Revenue Sewice Attach to Form 990. See separate Instructions. SCHEDULE Compensation Information (Form 990) For certain Officers. Directors, Trustees, Key Employees. and Highest Compensated Employees Complete if the organization answered "Yes" to Form 990, Part IV. line 23. OMB No 1545?0047 2009 Open to Pubiic Inspection Name of the organization Chris 1: ian Alcohol ic Addict Employer identification number in Recovery, Inc. 20?8810021 Part! I Questions Regarding Compensation 1a Check the appropriate box(es) If the organization prowded any of the followmg to or for a person listed In Form 990. Part VII. Section A, line 1a. Complete Part to prowde any relevant Information regarding these Items. l:l First-class or charter travel l:l Housmg allowance or reSIdence for personal use I: Travel for companions l:l Payments for busmess use of personal reSIdence Tax indemnification and gross-up payments El Health or somal club dues or Initiation fees Discretionary spending account l:l Personal serVIces maid. chauffeur. chef) If any of the boxes on line 1a are checked. did the organization follow a written policy regarding payment or reimbursement or of all of the expenses described above? If complete Part to explain Did the organization reqmre substantiation prior to reimbursmg or allowmg expenses Incurred by all officers. directors. trustees. and the CEO/Executive Director. the Items checked In line 1a? Indicate which, if any, of the followmg the organization uses to establish the compensation of the organization?s CEO/Executive Director. Check all that apply. Compensation committee I: Written employment contract Cl Independent compensation consultant I: Compensation survey or study l:l Form 990 of other organizatlons Approval by the board or compensation During the year, did any person listed In Form 990. Part VII, Section A, line 1a. With respect to the filing organization or a related organization: Receive a severance payment or change-of-control payment? PartICIpate In. or receive payment from. a supplemental nonquallfled retirement plan? PartICIpate in. or receive payment from, an eqUIty-based compensation arrangement? If "Yes" to any of lines 4a-c. list the persons and prowde the applicable amounts for each Item in Part 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 1a. did the organization pay or accrue any compensation contingent on the revenues of: The organization? Any related organization? If "Yes? to line 5a or 5b. describe in Part For persons listed in Form 990, Part VII. Section A, line 1a. did the organization pay or accrue any compensation contingent on the net earnings of: The organization'-? Any related organization? If 'Yes' to line 6a or 6b. describe in Part For persons listed in Form 990, Part VII, Section A, line 1a. did the organization prowde any non-fixed payments not described In lines 5 and 6? If 'Yes,? describe In Part 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 Regs. section If ?Yes," describe In Part If 'Yes' to line 8. the organization also follow the rebuttable presumption procedure described in Regulations section Yes LHA For Privacy Act and Paperwork Reduction Act Notice. see the Instructions for Form 990. 932111 02-02-10 Schedule (Form 990) 2009 Christian Alcoholics Addicts ScheduleJ (Form 990) 2009 in Recovery! Inc . 20?881002 [Flatt ll Officers. Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 If additional space Is needed. For each indIVIduaI whose compensation must be reported In Schedule J, report compensation from the organization on row (I) and from related organizations, described in the instructionst on row Do not list any Indiwduals that are not listed on Form 990, Part VII. Note. The sum of columns must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a (B) Breakdown of W-2 and/or 1099-MISC compensation (C) (D) Retirement and Nontaxable (I) Base Bonus 8? Other other deferred benefits compensation incentive reportable compensation compensation compensation (A) Name (El Total of columns (Fl Compensation reported in prior Form 990 or Form 990-EZ (il (ii) lil (ii) (il (ii) (ii) lil (ii) (ii) (il (ii) (ii) (ii) lil (ii) lil (ii) 932112 02-02-10 Schedule (Form 990) 2009 SCHEDULE Transactions With Interested Persons 0MB 1545-0047 (Form 990 or 990-EZ) Complete if the organization answered 2 0 0 "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 283, 28b, or 28c, Department's? the Treasury or Form 990-EZ, Part V, line 38a or 40b. Open To Public Internal Revenue SerVIce Attach to Form 990 or Form 990-EZ. See separate instructions. mm?on Name of the organization hristian Alcohol ic Addicts Employer identification number in Recovery, Inc. 20?8810021 I Part I I Excess Benefit Transactions (sectlon 501(c)(3) and sectlon 501(c)(4) organlzatlons only). Complete If the organlzatlon answered 'Yes' on Form 990, Part IV. lIne 25a or 25b, or Form QQO-EZ, Part V, lIne 40b. 1 Corrected? Name of dIsqualIerd person DescrIptIon of transaction Yes No 2 Enter the amount of tax Imposed on the organIzatIon managers or persons durIng the year under sectlon 4958 3 Enter the amount of tax, If any, on km 2, above, reImbursed by the organlzatlon Part ti I Loans to and/or From Interested Persons. Complete If the organizatlon answered 'Yes' on Form 990, Part IV, lIne 26, or Form QQO-EZ, Part V, IIne 383. Name of Interested Loan to or from OrIgInaI prInCIpal Balance due In (gyAgoFglf?Vg? WrItten person and purpose the organlzatIon? amount default? agreement? To From Yes No Yes No Yes No Total Part [ti Grants or Assistance Benefiting Interested Persons. Complete If the organlzatlon answered ?Yes? on Form 990, Part IV, [me 27. Name of Interested person between Interested person and Amount and type of the organlzatIon aSSIstance Part Business Transactions Involving Interested Persons. Complete If the organlzatlon answered ?Yes" on Form 990, Part IV, IIne 28a, 28b, or 28c . Name of Interested person between Interested Amount of DescrIptIon of person and the organIzatIon transactIon transactIon I%venues7 Yes No WD4 Members of Partners 249,767.Management WD4 Partnership Members of Partners rents LHA For Privacy Act and Paperwork Reduction Act Notice, see the Schedule (Form 990 or 990-EZ) 2009 Instructions for Form 990 or 990-EZ. See Schedule 0 for Schedule Continuations 932131 02-01-10 SCHEDULE 0 Supplemental Information to Form 990 1545-004, (Form 990) Complete to provide information for responses to specific questions on 2 0 0 9 Department of the Tre?asury Form 990 or to> provide any additional information. Open to P?ui?ic Internal Revenue Semce AnaCh to Form 990' ?15960130" Name ofrthe organlzatlon ChriStj?an AddiCt?S Employer identification number in Recovery, Inc. 20?8810021 Form 990, Part I, Line 1, Description of Organization Mission: growth strategy for men who want a second chance in life to become drug or alcohol-free. Form 990, Part VI, Section A, line 2: Chairman/CEO (Janet Wilkerson) is wife of VP of Operations (Donald Wilkerson). Director/President (Rodney Dunnam) is husband of VP of Finance (Olga Dunnam). Also all four of these individual are the members of WD4 Partnership from which CAAIR leases its facilities. Form 990, Part VI, Section B, line 11: A Draft of the Form 990 was provided to each of the 4 officers for their review. After their review each Board member was also provided with a copy for their review, questions and comments. After this process was completed Form 990 was completed and finalized for submission. Form 990, Part VI, Section B, Line 12c: The minutes of the governing board disclose the names of persons who are found to have an actual or possible conflict of interest concerning matters that are discussed and voted on. This person is asked to leave the room during discussion and voting on the matter . Form 990, Part VI, Section C, Line 19: Governing documents, conflict of interest policy and financial statements are made available to the public upon request. LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule 0 (Form 990) 2009 932211 02-03-10 SCHEDULE 0 Supplemental Information to Form 990 (Form 990) Complete to provide information for responses to specific questions on 2 0 0 Depanmem a: the ?45? Form 990 or to> provide any additional information. Open: to Public him" Revenue Service Attach to Form 990. inspectlon Name ofthe organlzatlon hr iSt ian Addicts Employer identification number in Recovery, Inc. 20?8810021 L, Part IV, Business Transactions Involving Interested Persons: La) Name of Person: WD4 Partnership Lb) Relationship Between Interested Person and Organization: Members of Partnership are Board members and/or Officers of CAAIR Description of Transaction: Management fees are paid by CAAIR to WD4 Partnership. Effective quarter of 2010 CAAIR hired management as employees of the organization. Management fee payments were discontinued by the end of the quarter as well. Name of Person: WD4 Partnership Relationship Between Interested Person and Organization: Members of Partnership are Board members and/or Officers of CAAIR Description of Transaction: CAAIR rents facilities from WD4 Partnership. LHA For Privacy Act and Papemork Reduction Act Notice, see the Instructions for Form 990. Schedule 0 (Form 990) 2009 932211 02-03-10 4562 Depreciation and Amortization 990 2009 (including Information on Listed Property) See separate instructions. Attach to your tax return. 67 Name(s) sham on return Busmess or actIVIty to which this form relates Identifying number Christian Alcoholics Addicts in Recovery, Inc. Form 990 Page 10 20?8810021 I Part Election To Expense Certain Property Under Section 179 Note: if you have any listed property, complete Part Vbefore you complete Partl 1 MaXImum amount. See the Instructions for a higher limit for certain busmesses Total cost of section 179 property placed In serVIce (see Instructions) 2 3 Threshold cost of section 179 property before reduction In limitation Reduction In limitation. Subtract line 3 from line 2. If zero or less, enter -0- 4 5 Dollar limitation for tax year Subtract line 4 from line 1 If zero or less, enter If mamed ?ling separatelyLsee Instructions 5 I 6 Description of property Cost (business use only) Elected cost I 7 Listed property. Enter the amount from line 29 7 8 Total elected cost of section 179 property. Add amounts In column lines 6 and 7 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 9 10 Carryover of disallowed deduction from line 13 of your 2008 Form 4562 10 1 1 Busmess Income limitation. Enter the smaller of busmess Income (not less than zero) or line 5 11 12 Section 179 expense deduction Add lines 9 and 10. but do not enter more than line 11 12 13 Carryover of disallowed deduction to 2010. Add lines 9 and 10. less line 12 I 13 I Note: Do not use Part II or Part below for listed property instead, use Part V. {Part II I Special Depreciation Allowance and Other Depreciation (Do not Include listed property.) 14 SpeCIal depreCIatIon allowance for qualified property (other than listed property) placed In sewice during the tax year 14 15 Property subject to section 168(f)(1) election 15 16 Other depreCIatIon (Including ACRS) 16 I Part I MACRS Depreciation (Do not Include listed property.) (See Instructions.) Section A 17 MACRS deductions for assets placed In serVIce In tax years beginning before 2009 you are electing to group any assets placed In sewioe dunng?ie tax year Into one or more general asset accounts, check here [3 Section - Assets Placed in Service During 2009 Tax Year Using the General Depreciation System Month and Basis for depreCIatIon ClaSSI?catIon of property year placed (busmessfirivatment use Recovery Convention (1) Method (9) DeprBCIatIon deduction In servrce only - see Instructions) penod 19a 3-year property 5-yearproperty 19,190. 5 Yrs. MQ 200DB 5,677. 7-yearproperty 30,861. 7 Yrs. MQ ZOODB 3,090. 10-year property 15-year property 1 20-year property 9 25-year property 25 yrs. FleSIdentIal rental property I 27.5 yrs. MM 27.5 yrs. MM i NonreSIdentIal real property I 39 yrs. MM MM Section - Assets Placed in Service During 2009 Tax Year Using the Alternative Depreciation System 203 Class life 12-year 12 yrs. 40-year 40 yrs. MM I Part I Summary (See Instructions.) . 21 Listed property. Enter amount from lIne 28 21 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 In column (9), and line 21 Enter here and on the appropriate lines of your return. Partnerships and corporations - see InstrFor assets shown above and placed In sewice during the current year, enter the portion of the attributable to section 263A costs 23 916251 11-04-09 LHA For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2009) 1 Christian Alcoholics Addicts Forn?4562(2009) in Recovery, Inc. 20?8810021 Page2 I Part 1 Listed Property (Include automobiles. certain other vehicles. cellular telephones. certain computers, and property used for entertainment. recreation, or amusement.) Note: For any vehicle for which you are usmg the standard mileage rate or deducting lease expense, completeonly 24a, 24b, columns through(c) of Section A, all of Section B, and Section if applicable Section A - Depreciation and Other Information (Caution: See the Instructions for limits for passenger automobiles) 24a Do you have ewdence to support the busmess?nvestment use claimed? I: Yes No 24b If 'Yes,? is the eVidence written? I I Yes No [(338 (C) to Ste) (0 El (iged Type OTDFODBW usrness Cost 0r ?mam? Recovery Method/ Deprec1ation ?30 other ba5is (bus'n?ingmmem period Convention deduction 5902:2979 25 SpeCIal deprecration allowance for qualified listed property placed In servrce during the tax year and used more than 50% In a qualified busmess use 25 26 Property used more than 50% in a qualified bustness use: 27 Property used 50% or less In a quallfled busmess use: - WL- - 28 Add amounts In column lines 25 through 27. Enter here and on line 21, page 1 28 29 Add amounts In column (I). llne 26. Enter here and on line 7. page 1 29 Section - Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor. partner. or other ?more than 5% owner,? or related person If you prowded vehicles to your employees, first answer the questions in Section to see if you meet an exception to completing this section for those vehicles. (bl (C) N) (fl 30 Total busrnessfinvestment miles driven during the Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle year (do not include commuting miles) 31 Total commuting miles driven during the year 32 Total other personal (noncommuting) miles dnven 33 Total miles driven during the year. Add lines 30 through 32 34 Was the vehicle available for personal use Yes during off-duty hours? 35 Was the vehicle used primarily by a more than 5% owner or related person? 36 Is another vehicle available for personal use'7 Section - Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section for vehicles used by employees who are not more than 5% owners or related persons 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, Including commuting, by your Yes No employees? 38 Do you maintain a written policy statement that prohibits personal use of vehicles. except commuting. by your employees?7 See the Instructions for vehicles used by corporate officers, directors, or 1% or more owners 39 Do you treat all use of vehicles by employees as personal use"l 40 Do you provrde more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? 41 Do you meet the reqUIrements concerning qualified automobile demonstration use? Note: lfygur answer to 37L38, 39, 40, or41 is "Yes, do not complete Section for the covered vehicles. I Part Amortization h) (M kl (d Deecnption of costs Date amorlizalion Amortizable Code Amortization Amortization beams amount SECUOD period or for {hls year 42 Amortization of costs that begins during your 2009 tax year: 43 Amortization of costs that began before your 2009 tax year 43 44 Total. Add amounts In column (0 See the Instructions for where to rep_ort 44 916252 11-04-09 Form 4562 (2009) a. F'omi? 8868 Application for Extension of Time To File an (Rev. January 2011) Exempt Organization Return OMB No.1545-1709 5.322373553221339? 5 File a separate application for each return. 0 If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box 0 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 preVIoust filed Form 8868. Electronic filing (e-file). You can electronically file Form 8868 If you need a 3-month automatic extenSIon of time to file (6 months for a corporation reqUIred to file Form 9901'), or an additional (not automatic) 3-month extenSIon of time. You can electronically file Form 8868 to request an exten5ion 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 Assomated 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. irs gov/efile and click on e-file for Charities Nonprofits. [Part I i 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 1120-0 filers), partnerships, REMICs. and trusts must use Form 7004 to request an extensron of time to file income tax returns. Type or Name of exempt organization . Employer identification number mm: Alcohollcs in Recovery, Inc. 20?8810021 File by the due date for Number, street. and room or su?e no. If a PO. box. see Instructions. 40152 700 Road return See Instructions City. town or post office. state. and ZIP code. For a foreign address, see Instructions. Jay, OK 74346 Enter the Return code for the return that this application Is for (file a separate application for each return) a. Application Return Application Return Is For Code Is For Code Form 990 01 Form 990-T (corporation) 07 Form QQO-BL 02 Form 1041 -A 08 Form QQO-EZ 03 Form 4720 09 Form QQO-PF 04 Form 5227 10 Form 990-T (sec. 401 or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 Olga Dunnam Thebooksareinthecareof 40152 700 Road Jay, OK 74346 TelephoneNo.> 918?529?8608 918?529?8612 0 If the organization does not have an of?ce or place of busmess In the United States. check this box Ci 0 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 i: . If it is for part of the group, check this box i: and attach a list With the names and EINs of all members the exten5ion is for. 1 I request an automatic 3-month (6 months for a corporation reqUIred to file Form QQO-T) extension of time until February 1 5 2 0 1 ,to file the exempt organization return for the organization named above. The extension Is for the organization's return for. calendar year or taxyear beginning JUL 1 I 2009 .and ending JUN 30 20 10 2 If the tax year entered in line 1 is for less than 12 months, check reason: i: Initial return i:i Final return I:i Change in accounting period 3a If this application is for Form QQO-BL. 990-PF. 990-T. 4720, or 6069. enter the tentative tax. less any nonrefundable credits. See instructions. 3a 0 - If this application Is for Form QQO-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b 0 - Balance due. Subtract line 3b from line 3a. Include your payment With this form, it reqUIred, by usmg (Electronic Federal Tax Payment System). See Instructions. 3c 0 - Caution. If you are gomg to make an electronic fund Withdrawal With this Form 8868, see Form 8453-EO g? Form 8879-EO for payment instructions. LHA For Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev. 1-2011) 923341 01 03-11