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Home My WebLink About08-03-26 Study Session Agenda PacketSTUDY SESSION AGENDA CITY COUNCIL MEETING CITY OF WHEAT RIDGE, COLORADO Monday, August 3, 2026 6:30 p.m. This meeting will be conducted as a virtual meeting, and in person, at: 7500 West 29th Avenue, Municipal Building, Council Chambers. City Council members and City staff members will be physically present at the Municipal building for this meeting. The public may participate in these ways: 1. Attend the meeting in person at City Hall. Use the appropriate roster to sign up to speak upon arrival. 2. Provide comment in advance at www.wheatridgespeaks.org (comment by noon on August 3, 2026) 3. Virtually attend and participate in the meeting through a device or phone: Click here to pre-register and provide public comment by Zoom (You must preregister before 5:00 p.m. on August 3, 2026) 4. View the meeting live or later at www.wheatridgespeaks.org, Channel 8, or YouTube Live at https://www.ci.wheatridge.co.us/view Individuals with disabilities are encouraged to participate in all public meetings sponsored by the City of Wheat Ridge. The City will upon request, provide auxiliary aids and services leading to effective communication for people with disabilities, including qualified sign language interpreters, assistive listening devices, documents in Braille, and other ways of making communications accessible to people who have speech, hearing, or vision impairments. To request auxiliary aid, service for effective communication, or document in a different format, please use this form or contact ADA Coordinator, (Kelly McLaughlin at ada@ci.wheatridge.co.us or 303-235-2885) as soon as possible, preferably 7 days before the activity or event. Public Comment on Agenda Items 1. Update on Regional Vision Zero Safety Action Plan (VZSAP) 2. 2027 Outside Agency Budget Requests 3. Follow-Up Discussion – Community Polling Results and Potential 2026 Sales Tax Ballot Measure 4. Staff Report(s) 5. Elected Officials’ Report(s) Item No. 1 Memorandum TO: City Council and Mayor THROUGH: Patrick Goff, City Manager FROM: Rocky Macsalka, Engineering Manager Lauren Mikulak, Community Development Director DATE: August 3, 2026 SUBJECT: Update on Regional Vision Zero Safety Action Plan ISSUE: In 2025, Wheat Ridge joined a multi-jurisdictional project team to create a Vision Zero Safety Action Plan (VZSAP). The effort is spearheaded by Jefferson County and the City of Lakewood, led by a consultant team from Consor Engineers, and includes several participating municipalities and stakeholders. At the August 3 study session, Consor will provide City Council with an overview of Vision Zero, the planning process, and the project’s current status (refer to Attachments 1 and 2 for their memo and draft slides). The purpose of the study session is to familiarize Council with the initiative as development of the Safety Action Plan continues through 2026. PRIOR ACTION: There has been no prior action taken by City Council. In May 2024, the City entered into a Memorandum of Understanding (MOU) with Jefferson County to participate in development of the VZSAP. Under the agreement, Wheat Ridge is participating as a project partner by providing staff representation, local data, technical review, and feedback throughout development of the plan. The MOU also contemplates future consideration by participating agencies to adopt the completed Safety Action Plan. FINANCIAL IMPACT: Development of the VZSAP is funded through a federal Safe Streets and Roads for All (SS4A) grant awarded to Jefferson County and the City of Lakewood. Wheat Ridge’s participation consists of staff time and other in-kind contributions identified in the MOU. There may be future financial impacts based on the extent to which the City adopts and implements the resulting Safety Action Plan. BACKGROUND: Project Overview Jefferson County and the City of Lakewood were awarded federal Safe Streets and August 3, 2026 Page 2 Roads for All (SS4A) funding in 2023 to develop a countywide Vision Zero Safety Action Plan in partnership with participating municipalities, including Wheat Ridge. The plan is intended to create a coordinated, data-driven approach to reducing traffic fatalities and serious injuries across jurisdictional boundaries. Vision Zero is based on the principle that traffic deaths and serious injuries are preventable. The planning effort uses the Safe System approach, which considers safer road users, safer roads, safer speeds, safer vehicles, and improved post-crash response to create a transportation system that is safer for everyone. The project team has completed an extensive analysis of crash data, developed jurisdiction-specific High Injury and High Risk Networks, and conducted the first phase of community engagement. The current phase of work focuses on developing engineering, programmatic, and policy recommendations for participating communities, followed by additional public engagement to refine and prioritize those recommendations. The final Safety Action Plan is expected to be completed later this year. Adoption of the plan would establish a framework for future transportation safety improvements and may improve eligibility for future transportation safety grant funding. The project website is located here: https://experience.arcgis.com/experience/4bb39fe4461840a0806d3bbb2b01455b Wheat Ridge Role The project has engaged municipal representatives, stakeholders, and the general public. Wheat Ridge representatives include Engineering Manager Rocky Macsalka, Sergeant Steven Brooks, and Wheat Ridge resident and ATAT member Kelly Blynn. Consor recently presented to Jefferson County Transportation Action and Advocacy Group (JEFFTAAG) which includes Mayor Pro Tem Hultin. City staff from Engineering and Police provided crash data, City plans, roadway network data, and feedback to inform the first phase of the project. Public engagement last year targeted the general public across the project area. The city’s communications team will be asked to amplify the second phase of engagement late this summer or fall. NEXT STEPS: Staff is not seeking any specific Council direction or consensus at this time. Following completion of the plan, staff will return to City Council to discuss adoption of the Safety Action Plan and potential implementation priorities. August 3, 2026 Page 3 ATTACHMENTS: 1. Jefferson County VZSAP Cover Memo 2. Jefferson County VZSAP Draft Slides Cover Memo To: City of Wheat Ridge City Council From: Jefferson County Vision Zero Safety Action Plan Project Team Date: August 3, 2026 Subject: Jefferson County Vision Zero Safety Action Plan — Wheat Ridge Council Study Session Purpose This memo accompanies the presentation on the Jefferson County Vision Zero Safety Action Plan (VZSAP). The presentation provides an overview of the VZSAP, summarizes the planning process to date, and introduces the next steps for developing recommendations that support safer travel for all roadway users in Wheat Ridge and other partner communities in the effort. Project Overview and Vision Zero Statement Jefferson County, in partnership with the City of Lakewood and participating municipalities including Wheat Ridge, is developing the VZSAP to identify transportation safety risks and prioritize strategies and projects that reduce incidence of crashes resulting in death and serious injury. The plan focuses on creating safer conditions for all roadway users but with a particular focus on vulnerable roadway users (i.e., pedestrians, bicyclists, and motorcyclists) by combining crash analysis, community input, and implementable safety recommendations. The VZSAP is based on the Vision Zero principle that traffic deaths and serious injuries are preventable. Using the holistic Safe System approach of considering Safer People, Safer Roads, Safer Speeds, Safer Vehicles, and Post-Crash Care, the VZSAP advances this commitment by using data, community experience, and collaboration among local partners to move Jefferson County toward a transportation system that is safer for everyone. ATTACHMENT 1 Brief Project Timeline Timeframe Milestone 2023 Jefferson County and the City of Lakewood were awarded federal funding to support development of the Vision Zero Safety Action Plan. Fall 2025 Phase 1 community engagement began, including a transportation safety survey, pop-up events, and an online public meeting focused on community safety concerns and experiences. Late 2025 – Spring 2026 The project team reviewed community input and analyzed recent crash trends to identify priority safety issues, high- crash areas, and vulnerable road users. Summer 2026 Phase 2 community engagement is scheduled to share potential strategies and projects for feedback, including additional outreach and public input opportunities. August 3, 2026 Wheat Ridge Council Study Session presentation to provide a project update and gather feedback from City Council. Expected completion: 2026 with adoption activities in 2027 The final Vision Zero Safety Action Plan is expected to establish a roadmap of strategies, projects, and performance measures to guide future transportation safety investments. Jefferson County Safety Action Plan Wheat Ridge City Council Study Session August 3, 2026 ATTACHMENT 2 Agenda 1.Vision Zero Safety Action Plan Overview 2.High Injury Network 3.High Risk Network Methodology 4.Supporting Planning Initiatives: i.Policy Review ii.Non-Discriminatory Plan iii.Best Economic and Environmental Practices 5.Phase 2 Community Outreach Overview Jefferson County Vision Zero Safety Action Plan 2 Jefferson County Vision Zero Safety Action Plan Overview What is the Jeffco Vision Zero Safety Action Plan? •Funded through federal Safe Streets and Roads for All grant program, with local match contribution from Jefferson County and City of Lakewood •Joint effort with local partners to create a regional Vision Zero Safety Action Plan (VZSAP) •Vision Zero focuses on elimination of fatal and severe injury crashes •VZSAP will emphasize roadway safety for all users with a focus on vulnerable users 4Jefferson County Vision Zero Safety Action Plan Vision Zero 5 Vision Zero is a transportation strategy to eliminate all traffic fatalities and serious injuries for people using all modes of transportation. Vision Zero recognizes that humans make mistakes and therefore the transportation system should be designed to minimize the consequences of human error. Safe Streets and Roads for All (SS4A) Planning & Demonstration Grant Awardees Jefferson County Vision Zero Safety Action Plan Safe System Approach 6Jefferson County Vision Zero Safety Action Plan Planning Process 7 We are here Jefferson County Vision Zero Safety Action Plan Stakeholder Engagement The Vision Zero Safety Action Plan is being developed in collaboration with three stakeholder groups: •Core Group: one representative from each partner agency •Focus Group: representatives from Lakewood and Jefferson County that help manage the transportation system •Advisory Team: VZSAP stakeholder committee that represents community interests. 8Jefferson County Vision Zero Safety Action Plan Biking/Rolling (e.g. traditional bike, roller blades) Driving Walking All Other Pin Types Interactive Map Pin Modes 28% 4% 38% 30% 9 Phase 1 Outreach Recap •Full summary to be circulated in July •524 survey responses •1,341 map pins •Phase 1 interactive map results available on project website Pin Type Total Pins & Upvotes Unincorporated Jefferson County 1148 Lakewood 649 Golden 319 Wheat Ridge 148 Arvada 103 Edgewater 45 Westminster 40 Morrison 22 Superior 1 Lakeside 1 Who we heard from via the interactive map: Jefferson County Vision Zero Safety Action Plan 10 Organizational Stakeholder Interviews Conducted interviews with representatives from: •Advocacy Organizations •Fire Districts •Metro and Business Improvement Districts •Public Health and Schools •Recreation Districts Jefferson County Vision Zero Safety Action Plan Full Study Area Crash History 2020-2024 11 Serious Injury & Fatal Crash Locations Colfax Ave W 6th Ave W Alameda Ave W Florida Ave W Jewell Ave W Yale Ave US 285 W 26th Ave W 32nd Ave Sh e r i d a n B l v d Wa d s w o r t h B l v d Ki p l i n g S t Jefferson County Vision Zero Safety Action Plan | Advisory Team Legend Relative Number of Severe Injury & Fatal Crashes 179 (40) 254 (49) 240 (46)227 (49) 241 (52) 7278 8314 8205 8125 8411 3935 4583 4442 4588 4623 3343 3731 3763 3537 3788 0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 2020 2021 2022 2023 2024 Nu m b e r o f C r a s h e s Year Serious Injury & (Fatal Crashes)All Crashes On-System Crashes Off-System Crashes N = 40,333 Wheat Ridge Crash History 2020-2024 12 Colfax Ave W 6th Ave W Alameda Ave W Florida Ave W Jewell Ave W Yale Ave US 285 W 26th Ave W 32nd Ave Sh e r i d a n B l v d Wa d s w o r t h B l v d Ki p l i n g S t 11 (6)20 (2)20 (3)15 (3)20 (4) 821 927 857 921 1073 494 590 530 622 740 344 359 350 317 357 0 200 400 600 800 1000 1200 2020 2021 2022 2023 2024 Nu m b e r o f C r a s h e s YearSerious Injury & (Fatal Crashes)PDO/Minor Injury Crashes On-System Crashes Off-System Crashes N = 4,703 Jefferson County Vision Zero Safety Action Plan Wheat Ridge Crash History 2020-2024 13 Colfax Ave W 6th Ave W Alameda Ave W Florida Ave W Jewell Ave W Yale Ave US 285 W 26th Ave W 32nd Ave Sh e r i d a n B l v d Wa d s w o r t h B l v d Ki p l i n g S t Jefferson County Vision Zero Safety Action Plan High Injury Network 14Jefferson County Vision Zero Safety Action Plan High Injury Network versus High Risk Network Identifies where the highest number of people are being killed or seriously injured Based on historical crash data Addresses existing safety problems where we have traffic crash data 15 Identifies unsafe streets based on existing contextual roadway factors such as: volumes, speeds, presence of median, intersection control, etc. Proactively addresses safety problems by identifying roadways where there are not crashes represented in the data or there are near-misses High Risk Network (HRN)High Injury Network (HIN) Jefferson County Vision Zero Safety Action Plan HIN Overview 16 Plains The top 24% of intersections and 9% of segment miles encompass 50% of all injury crashes and 67% of all KSI crashes. Mountains The top 4% of intersections and 26% of segment miles encompass 69% of all injury crashes and 85% of all KSI crashes.Jefferson County Vision Zero Safety Action Plan HIN Results 17 https://experience.arcgis.com/experience/7c46905a5caf4708bf7f039c24a5d3e0/ Jefferson County Vision Zero Safety Action Plan High Risk Network 18Jefferson County Vision Zero Safety Action Plan High Risk Network (HRN) Overview 19 •Identify focus crash types (top crash types on HIN) •Evaluate risk factors consistently associated with focus crash types •Example: Evaluating presence and type of pedestrian facilities for pedestrian-involved crashes •Develop HRN by identifying locations with presence of multiple risk factors •Apply systemic approach to recommendations development when specific contextual factors are identified as being tied to crash outcomes (e.g., roadway curvature and lane departure crashes) •Apply systematic approach when risk factors are more global (e.g., speeding on local roadways) and proven safety countermeasures can be applied broadly Jefferson County Vision Zero Safety Action Plan HRN Process 20 Crashes (Points) Apply Risk Factors to Road Network (Segments & Intersections) Determine Risk Factors for each Crash Type Compare contextual factor distribution to KSI distribution* for each potential factor Sum total number of risk factors on each segment & intersection & determine thresholds Final HRN Contextual Data (Potential Risk Factors) *Focused on relevant crash types Jefferson County Vision Zero Safety Action Plan Examples of Contextual Data Under Review 21 Complete Dataset Partial Dataset – Can Approximate Number of Lanes and Lane Width Roadway Volume Land Use Stop Control Type Pavement Condition Bicycle Facility Type Pedestrian Facility Type Shoulder Width Proximity to Activity Generators, Alcohol-Serving Businesses Crossing Type Trail Crossings Presence of Street Lights Curvature Proximity to Dispensaries Proximity to Homeless Shelters & Ancillary Services Jefferson County Vision Zero Safety Action Plan Next Steps on HRN •Finalizing full contextual factors dataset •Screening focus crash types to identify risk factors •Developing draft HRN •Reviewing HRN with stakeholders 22Jefferson County Vision Zero Safety Action Plan Supporting Planning Initiatives 23Jefferson County Vision Zero Safety Action Plan What are the supporting initiatives? 24 Three supporting tasks that will help advance a holistic approach to roadway safety planning: 1.Policy Review 2.Non-Discriminatory Plan 3.Best Economic and Environmental Practices Findings will be used to inform prioritization of VZSAP recommendations Jefferson County Vision Zero Safety Action Plan 25 Policy Review Reviewing local plans, standards, policies, that may supplement regional documents. These include: •Design standards •Planned infrastructure projects that may carry a safety benefit •ADA transition plans •Enforcement programs •Emergency service plans •Ordinances Jefferson County Vision Zero Safety Action Plan 26 Policy Review •Review effort will be organized by policies that relate to top crash types •Determining opportunities to make roadway safety a more central focus when setting policies, guidance, etc. Jefferson County Vision Zero Safety Action Plan 27 Non-Discriminatory Plan Online Webmap of Preliminary Results •Segment-level index identifying areas of disproportionate roadway safety-related community needs •Will be used for project prioritization •Factors include: •DRCOG Index •Colorado Enviroscreen •Concentration of low wage jobs •Proximity to destinations serving vulnerable users Jefferson County Vision Zero Safety Action Plan 28 Best Economic and Environmental Practices •Considering the effects of extreme weather on roadway safety by: •Identifying existing and projected extreme weather hazards & correlation with crash data •Developing a Resilience Resource Guide with recommendations for reducing transportation- related emissions & enhancing transportation resilience to extreme weather Source: Lakewood PD Jefferson County Vision Zero Safety Action Plan Phase 2 Outreach 29Jefferson County Vision Zero Safety Action Plan Phase 2 Activities 30 •Survey •Pop-up Events •Potential pop-up events for Phase 2 engagement in August •Asynchronous Open House •Project Team Live Q&A Sessions Jefferson County Vision Zero Safety Action Plan Next Steps •Project Development and Prioritization •Draft Plan Development •Community Outreach •Jeffco Planning Commission and County Commissioners will be updated on the draft plan during the summer of 2026 and again for adoption 31Jefferson County Vision Zero Safety Action Plan Draft and Final Plan Review Timeframes •Total timeframe: Three months for review, one month for finalizing plan •First draft – PMT + CG/FG review: •30 days (month of October) •Comment tracking and resolution matrix for collecting feedback •1-2 weeks for revisions •Second draft – public review: •VZSAP posted to website for 30 days •Presented to elected officials as needed (presentation file provided by consultant team) •Consultant team tracks comments and responds in 1-2 weeks following review period •Final draft: •All review comments incorporated prior to finalizing draft for adoption process (each local partner identifying the local agency adoption process) 32Jefferson County Vision Zero Safety Action Plan Thank you! Item No. 2 Memorandum TO: FROM: DATE: Mayor and City Council Patrick Goff, City Manager August 3, 2026 SUBJECT: 2027 Outside Agency Budget Requests ISSUE: As part of the development of the proposed 2027 Budget, City Council is asked to provide direction on funding requests from five outside organizations. Council's feedback will assist staff in determining appropriate funding levels while balancing these requests with other City priorities and the City's ongoing commitment to supporting community-serving organizations through the annual budget process. PRIOR ACTION: The City annually allocates funding to numerous nonprofit organizations, community partners, and business organizations through the budget process. These investments support economic development initiatives, human services, community events, public safety programs, regional partnerships, and other services that benefit Wheat Ridge residents and businesses. City Council has provided funding to the Carnation Festival Committee, Localworks and the Wheat Ridge Historical Society for many years. The Wheat Ridge Chamber requested $60,000 in 2025, but that request was not approved. The 2027 request from Ralston House represents the organization's first request for one-time capital construction support through the City's annual budget process. City Council approved the following funding in the 2026 Budget: •Wheat Ridge Business District – $45,000 •Carnation Festival Committee – $100,000 •Localworks – $326,200, plus $75,000 for the Wadsworth Business Recovery Grant Program FINANCIAL IMPACT: The 2027 budget request per organization is as follows: •Carnation Festival Committee - $125,000 •Localworks - $327,200 + $50,000 for Business Grant Program •Wheat Ridge Chamber - $60,000 August 3, 2026 Page 2 • Ralston House - $44,240 • Wheat Ridge Historical Society - $100,780 BACKGROUND: The City of Wheat Ridge has a long-standing practice of partnering with and providing financial support to nonprofit organizations, business organizations, and other community-serving agencies through the annual budget process. These investments support a wide range of community priorities, including economic development, public safety, human services, community events, and quality of life initiatives. Each year, organizations may submit funding requests in excess of $12,000 for City Council's consideration as part of the development of the upcoming annual budget. Representatives from the Carnation Festival Committee, Localworks, the Wheat Ridge Chamber, Ralston House and the Wheat Ridge Historical Society have submitted requests for 2027 funding. Staff are requesting City Council's feedback on the attached proposals so the appropriate funding levels can be incorporated into the proposed 2027 Budget. Representatives from each organization will provide brief presentations highlighting the outcomes achieved through previous City funding and the justification for their respective 2027 funding requests. In addition, the City provides annual funding to numerous community-serving organizations and regional partners, including the Community Partners Grant Program, Jefferson County Severe Weather Network, Porchlight Family Justice Center, Foothills Animal Shelter, Ralston House, Victim Outreach Inc. (VOI), the Juvenile Assessment Center, Sustainable Neighborhoods, and various regional organizations through membership dues and sponsorships. This annual investment reﬂects the City's longstanding commitment to partnering with organizations that enhance the quality of life, economic vitality, and well-being of the Wheat Ridge community. Annual Dues: Metro Mayor Caucus $4,400 Colorado Municipal League $26,001 West Metro Chamber of Commerce $500 Applewood Business Association $500 Wheat Ridge Business Association $1000 Wheat Ridge Chamber of Commerce $1000 JeffCo Economic Development Corporation $10,000 Wheat Ridge Optimist $520 Sponsorships: Family Tree Gala $5,000 Jefferson Center for Mental Health Gala $2,500 Applewood Business Association Golf Tournament $1,000 August 3, 2026 Page 3 DRCOG Awards Ceremony $1,200 Jeffco School Foundation $1,500 Good News Coalition $500 ARPA Funding (2021 to 2026): Community Table $146,000 Jefferson Center for Mental Health $481,000 Porchlight Family Justice Center $95,000 Annual Programs/Services: Jefferson County Severe Weather Network $75,000 Juvenile Assessment Center $20,588 Porchlight Family Justice Center $25,000 VOI – Victim Outreach $230,498 Ralston House $10,000 Jefferson Center for Mental Health Detox $29,000 Foothills Animal Shelter $110,864 Community Partners Grant Program: $200,000 MEMO PREPARED/REVIEWED BY: Patrick Goff, City Manager ATTACHMENTS: 1. Carnation Festival Budget Request 2. Localworks Budget Request 3. Wheat Ridge Chamber Budget Request 4. Ralston House Budget Request 5. Wheat Ridge Historical Society Budget Request August 3, 2026 Page 4 ϳͬϮϵͬϮϬϮϲ dŽ͗dŚĞtŚĞĂƚZŝĚŐĞŝƚǇŽƵŶĐŝů WĂƚƌŝĐŬ'ŽĨĨ͕ŝƚǇDĂŶĂŐĞƌ &ƌŽŵ͗dŚĞĂƌŶĂƚŝŽŶ&ĞƐƚŝǀĂůŽĂƌĚ ZĞ͗ϮϬϮϳ ĂƌŶĂƚŝŽŶ&ĞƐƚŝǀĂůƵĚŐĞƚƉƉƌŽƉƌŝĂƚŝŽŶ The Carnation Festival has been a Wheat Ridge tradition for more than 50 years and continues to be a highly anticipated community event each August. This threeͲday festival brings the community together to celebrate what makes Wheat Ridge a great place to live, work, and play. The event features a parade, carnival, circus, games, three days of live entertainment, two nights of fireworks, and a wide variety of local food and retail vendors. It also highlights local businesses and service organizations whose impact extends well beyond the festival weekend. Each year, the festival hosts more than 50 local food and merchant vendors along with community service organizations such as Kiwanis, Rotary, and Optimists, who participate to raise funds supporting their charitable work. Attendance in recent years has averaged more than 33,000 over the 3-day event. While we continue working diligently to keep festival costs manageable and maintain affordability for participants, the cost of producing the festival rises annually. Despite our efforts, we are projecting further increases in expenses for 2027. Maintaining a reserve of $40,000 to $45,000 is essential for managing unexpected expenses and ensuring the longͲterm viability of the festival. For 2027, the festival respectfully requests a budget appropriation of $125,000. While this represents an increase from the 2026 appropriation of $100,000, it aligns with the funding level last approved for 2024. This amount will support our goal of operating at breakͲeven, preserving our limited reserve, and maintaining the quality and accessibility of the festival. We appreciate the City’s ongoing support and sponsorship. Thank you for your consideration of this request. Sincerly, The Wheat Ridge Carnation Festival Board ATTACHMENT 1 dŚĞĂƌŶĂƚŝŽŶ&ĞƐƚŝǀĂů/ŶĐ͘ ϮϬϮϱWƌŽƉŽƐĞĚƵĚŐĞƚ ZĞǀĞŶƵĞƐ ϮϬϮϳWƌŽƉŽƐĞĚ ŝƚǇ^ƉŽŶƐŽƌƐŚŝƉ ΨϭϮϱ͕ϬϬϬ ĞǀĞƌĂŐĞZĞǀĞŶƵĞΨϲϬ͕ϬϬϬ ^ƉŽŶƐŽƌƐŚŝƉƐ ΨϮϱ͕ϬϬϬ sĞŶĚŽƌŽŽƚŚ&ĞĞƐ Ψϭϰ͕ϬϬϬ &ŽŽĚsĞŶĚŽƌ&ĞĞƐ ΨϮϬ͕ϬϬϬ Ăƌ^ŚŽǁ Ψϱ͕ϬϬϬ WĂƌĂĚĞΨϭ͕ϬϬϬ dŽƚĂůZĞǀĞŶƵĞ ΨϮϱϬ͕ϬϬϬ ǆƉĞŶƐĞƐ ϮϬϮϱWƌŽƉŽƐĞĚ ĚŵŝŶŝƐƚƌĂƚŝŽŶ &ĞƐƚŝǀĂůĚŵŝŶŝƐƚƌĂƚŝŽŶ ΨϮϯ͕ϬϬϬ ^ƉŽŶƐŽƌƐŚŝƉŽŵŵŝƐƐŝŽŶ Ψϱ͕ϬϬϬ 'ĞŶĞƌĂůĚŵŝŶ͘ ΨϮ͕ϱϬϬ WƌŝŶƚŝŶŐͬĚǀĞƌƚŝƐĞŵĞŶƚ Ψϭ͕ϳϬϬ /ŶƐƵƌĂŶĐĞ Ψϰ͕ϱϬϬ Ψϯϲ͕ϳϬϬ >ŝǀĞDƵƐŝĐ ĂŶĚƐ ΨϮϱ͕ϬϬϬ ĂŶĚĚŵŝŶŝƐƚƌĂƚŝŽŶ Ψϴ͕ϬϬϬ ĂŶĚ^ƚĂŐĞƐ ΨϮϱ͕ϬϬϬ Ψϱϴ͕ϬϬϬ WƌŽŐƌĂŵƐ Ăƌ^ŚŽǁ Ψϱ͕ϬϬϬ WĂƌĂĚĞ Ψϲ͕ϬϬϬ &ŝƌĞǁŽƌŬƐ ΨϮϱ͕ϬϬϬ sŽůƵŶƚĞĞƌWƌŽŐƌĂŵͬĞĐŽƌĂƚŝŽŶƐ ΨϮ͕ϬϬϬ Ψϯϴ͕ϬϬϬ &ĂĐŝůŝƚŝĞƐ 'ĞŶĞƌĂů;^ĞƚƵƉͬdĞĂƌĚŽǁŶ͕DŝƐĐ͘^ƵƉƉůŝĞƐͿ ΨϭϮ͕ϬϬϬ dĞŶƚƐ ΨϭϬ͕ϯϬϬ WŽǁĞƌ ΨϮϬ͕ϬϬϬ WŽƌƚĂďůĞWŽƚƚŝĞƐ ΨϭϬ͕ϬϬϬ ^ŚƵƚƚůĞƐ Ψϴ͕ϬϬϬ &ĞŶĐŝŶŐ Ψϭϱ͕ϬϬϬ tĂƐƚĞ^ĞƌǀŝĐĞƐ Ψϱ͕ϬϬϬ ^ĞĐƵƌŝƚǇ ΨϭϬ͕ϬϬϬ 'ŽůĨĂƌƚƐ Ψϰ͕ϬϬϬ ZĂĚŝŽƐ Ψϭ͕ϬϬϬ Ψϵϱ͕ϯϬϬ ĞǀĞƌĂŐĞƐ ĞĞƌͬtŝŶĞͬ^ŽĨƚƌŝŶŬƐ Ψϭϴ͕ϬϬϬ /ĐĞ Ψϰ͕ϬϬϬ ΨϮϮ͕ϬϬϬ dŽƚĂů ΨϮϱϬ͕ϬϬϬ 'ĂŝŶͬ;>ŽƐƐͿ ΨͲ /RFDOZRUNV%XGJHW $GRSWHG +DUG&RVWV4 (VWLPDWHG+DUG&RVWV 3URSRVHGEXGJHW &LW\*UDQW/LQH,WHPV :KHDW5LGJH&UHDWHV 5LGJHIHVW 0DNHUVSDFH :KHDW5LGJH&UHDWHV0DQDJHPHQW 6XEWRWDO %XVLQHVV3URPRWLRQ /LYH/RFDO %XVLQHVV&RUULGRUV &RPPXQLW\2XWUHDFK%XVLQHVV3URPRWLRQ 6XEWRWDO 7RWDO&LW\*UDQW&RQWULEXWLRQ 1RQ&LW\5HYHQXH)XQGUDLVLQJ*RDOV $GRSWHG 5HYHQXHRUHVWLPDWH (VWLPDWHG5HYHQXH 3URSRVHG%XGJHW 5LGJHIHVW 7RXU0LG0RG8UEDQ)DUP /LYH/RFDOVSRQVRUVKLSV &RORUDGR*LYHV /RFDOZRUNVUHVHUYHWUDQVIHU 0DNHUVSDFHUHYHQXH *UDQWV &RORUDGR*LYHV6&,JUDQW /RFDOZRUNV$QQXDO)XQGUDLVHU ,QYHVWPHQWUHYHQXH -HIIFR&RPPXQLW\1HWZRUNILVFDOVSRQVRUVKLSIHH &RQWULEXWLRQV 7RWDO1RQ&LW\5HYHQXH)XQGUDLVLQJ*RDOV 7RWDO5HYHQXHZLWK)XQGUDLVLQJ 7RWDO+,3%8%//RDQ([SHQVHV &LW\5HYHQXH([SHQVHV+DUG([SHQVHV 5LGJHIHVW 0DNHUVSDFH /LYH/RFDO &RPPXQLW\2XWUHDFK %XVLQHVV&RUULGRU 7RWDO&LW\+DUG([SHQVHV 7RWDOUHYHQXH/(66&LW\+DUG([SHQVHV 2SHUDWLQJ([SHQVHV 7RWDO6DODULHVDQG:DJHV 7RWDO0DNHUVSDFH(TXLSPHQW([SHQVH 7RWDO&UHDWLYH&RPPRQV([SDQVLRQ([SHQVH 7RWDO5HQW 7RWDO7UDYHODQG0HHWLQJV 7RWDO2SHUDWLRQVRIILFHRSHUDWLRQV 7RWDO,QVXUDQFH 7RWDO3URIHVVLRQDO6HUYLFHV 7RWDO([SHQVH2UJDQL]DWLRQDORSHUDWLQJH[SHQVHV0DNHUVSDFH 7RWDO1HW5HYHQXH ATTACHMENT 2 De a r M a y o r S t i t e s a n d W h e a t R i d g e C i t y C o u n c i l m e m b e r s , Lo c a l w o r k s i s h o n o r e d t o h a v e t h e o p p o r t u n i t y t o s u b m i t o u r 2 0 2 7 b u d g e t r e q u e s t . I n t h i s m e m o yo u w i l l f i n d i n f o r m a t i o n a b o u t t h e m e a s u r e d a n d f o r e c a s t e d i m p a c t o f t h e 2 0 2 6 f u n d s t h a t w e r e al l o c a t e d t o L o c a l w o r k s , a n a r r a t i v e o f w h a t L o c a l w o r k s h a s a n d a i m s t o a c c o m p l i s h i n 2 0 2 6 , ou r 2 0 2 7 b u d g e t r e q u e s t a n d t h e d e s i r e d i m p a c t w e w i s h t o a c h i e v e t h r o u g h t h e u s e o f f u n d s i f aw a r d e d t o L o c a l w o r k s i n 2 0 2 7 . Ov e r v i e w & n a r r a t i v e o f 2 0 2 6 f u n d s : In 2 0 2 3 , L o c a l w o r k s B o a r d o f D i r e c t o r s a n d s t a f f m e m b e r s c r e a t e d a n d p a s s e d a 2 0 2 4 - 2 0 2 7 st r a t e g i c p l a n f o r t h e o r g a n i z a t i o n , Co m m u n i t y , B u s i n e s s a n d B e y o n d ( A t t a c h m e n t A ) . A s Lo c a l w o r k s ’ m i s s i o n i s t o m a k e W h e a t R i d g e a m o r e v i b r a n t a n d s u s t a i n a b l e p l a c e t o l i v e a n d wo r k , L o c a l w o r k s h a s d e m o n s t r a t e d s u c c e s s i n r e a c h i n g t h i s b y p r o v i d i n g p r o g r a m s t h a t su p p o r t c i v i c e n g a g e m e n t , n e i g h b o r h o o d r e v i t a l i z a t i o n , e c o n o m i c d e v e l o p m e n t a n d a r t s & cu l t u r e . I n o t h e r w o r d s , L o c a l w o r k s i m p a c t s t h e c o m m u n i t y , o u r b u s i n e s s e s a n d b e y o n d w i t h o u r wo r k t h a t i s m a d e p o s s i b l e t h r o u g h t h e p a r t n e r s h i p w i t h t h e C i t y o f W h e a t R i d g e . I n 2 0 2 6 , T h e Ci t y o f W h e a t R i d g e p r o v i d e d $ 3 2 5 , 2 0 0 . 0 0 t o L o c a l w o r k s . I n s h o r t , h e r e i s a s u m m a r y o f o u r an t i c i p a t e d a n d a c c o m p l i s h e d i m p a c t i n 2 0 2 6 : ● Cl e a r C r e e k M a k e r s p a c e , a 7 5 0 0 s q f t . f a c i l i t y s u p p o r t i n g e n t r e p r e n e u r s h i p a n d in n o v a t i o n h a s s e e n 6 4 , 0 0 0 p e o p l e ( a s o f J u l y 1 4 t h , 2 0 2 6 ) a n d h a s s e r v e d 4 , 2 0 0 p e o p l e th r o u g h f r e e , p u b l i c , c l a s s e s , e q u i p p i n g t h e m w i t h a n e w s k i l l . A n a v e r a g e o f 6 wo r k s h o p s a r e h o s t e d a w e e k w i t h a w e e k l y t o t a l a t t e n d a n c e o f 9 0 p e o p l e . 7 5 + p e o p l e ha v e p a r t i c i p a t e d i n b u s i n e s s a n d e n t r e p r e n e u r s h i p p r o g r a m m i n g , 4 5 g r a d u a t i n g f r o m th e p r o g r a m . 7 n e w b u s i n e s s e s h a v e b e e n l a u n c h e d , 5 b u s i n e s s l i c e n s e s b e i n g f i l e d i n Wh e a t R i d g e . ● Th e C r e a t i v e C o m m o n s e x p a n s i o n a t C l e a r C r e e k M a k e r s p a c e i s o f f i c i a l l y u n d e r w a y . A pr o t o t y p e u n i t f o r t h e p l a n n e d Q 1 2 0 2 7 e x p a n s i o n w a s i n s t a l l e d i n J u n e 2 0 2 6 a n d i s cu r r e n t l y o c c u p i e d t o t h r e e l o c a l e n t r e p r e n e u r t e n a n t s . ● Cl e a r C r e e k M a k e r s p a c e h o s t s M a t h a n d M a k e , a s i x - w e e k s u m m e r p r o g r a m t h a t we l c o m e d 1 7 h i g h s c h o o l s t u d e n t s f r o m a c r o s s t h e D e n v e r m e t r o a r e a i n J u l y 2 0 2 6 . St u d e n t s b u i l d p r a c t i c a l m a t h s k i l l s t h r o u g h r e a l - w o r l d p r o j e c t s , a p p l y i n g w h a t t h e y l e a r n di r e c t l y i n t h e f a b r i c a t i o n l a b , w o o d s h o p , a n d m e t a l s h o p w h i l e g a i n i n g e x p o s u r e t o sk i l l e d t r a d e s a n d a d v a n c e d m a n u f a c t u r i n g . ● Ri d g e f e s t a t t h e G r e e n o n 3 8 t h w e l c o m e d m o r e t h a n 2 , 9 0 0 a t t e n d e e s , f e a t u r e d 3 0 l o c a l ar t i s t s , 4 5 l o c a l b u s i n e s s v e n d o r s , t h r e e l o c a l b r e w e r i e s , a n d o n e l o c a l w i n e r y . Bu s i n e s s e s a l o n g t h e 3 8 t h A v e n u e c o r r i d o r r e p o r t e d a 1 0 % i n c r e a s e i n f o o t t r a f f i c co m p a r e d t o t h e i r a v e r a g e o v e r t h e p r e v i o u s 9 0 d a y s . ou n c i l m e m b e r s , ni t t o s u b m i t o u r 2 0 2 7 b u d et r e q u e s t . I n t h i s ● Li v e L o c a l e v e n t s c o n t i n u e , d r i v i n g l o c a l c u s t o m e r s i n t o l o c a l s h o p s , f a c i l i t a t i n g a “ s h o p an d l i v e l o c a l ” e c o n o m y . 1 0 L i v e L o c a l e v e n t s , i m p a c t i n g 1 0 b u s i n e s s e s a n d o v e r 1 , 5 0 0 re s i d e n t s w i l l b e c o m p l e t e d b y D e c e m b e r 2 0 2 6 . ● TL C C l e a n U p D a y s c o n t i n u e , n e w o f f e r i n g s o f s p e c i a l t y d u m p s t e r s s u c h a s t i r e s , p a i n t an d m o r e a r e t o b e a v a i l a b l e a t e v e r y T L C C l e a n U p D a y e v e n t f o r t h e f i r s t t i m e i n t h e pr o g r a m ’ s h i s t o r y . I n S e p t e m b e r o f 2 0 2 6 L o c a l w o r k s w i l l h o l d t h e s e c o n d e l e c t r o n i c re c y c l i n g T L C C l e a n U p D a y , o f f e r i n g f r e e e l e c t r o n i c s r e c y c l i n g t o W h e a t R i d g e re s i d e n t s . ● Bl o c k P a r t y a n d D u m p s t e r G r a n t s c o n t i n u e t o g r o w t h r o u g h n e w a n d e x p a n d e d pa r t n e r s h i p s t h a t s t r e t c h C i t y f u n d i n g e v e n f u r t h e r . T h r o u g h a p a r t n e r s h i p f a c i l i t a t e d b y Lo c a l w o r k s , C h i c k - f i l - A w i l l d o n a t e u p t o 1 0 0 c h i c k e n n u g g e t s t o n e i g h b o r h o o d b l o c k pa r t i e s , c o m p l e t e w i t h a v i s i t f r o m t h e C h i c k - f i l - A C o w . In a d d i t i o n , t h e C o l o r a d o G i v e s F o u n d a t i o n h a s c o m m i t t e d $ 2 0 , 0 0 0 t o e x p a n d g r a n t av a i l a b i l i t y f o r W h e a t R i d g e r e s i d e n t s i n r e s p o n s e t o t h e p r o g r a m ' s c o n t i n u e d p o p u l a r i t y . Th i s i n v e s t m e n t i s p a r t o f a b r o a d e r 2 0 2 6 – 2 0 2 7 i n i t i a t i v e r e c o g n i z i n g W h e a t R i d g e a n d Lo c a l w o r k s a s a c o u n t y w i d e l e a d e r i n c o m m u n i t y e n g a g e m e n t . C o m b i n e d w i t h t h e C i t y ' s fu n d i n g , t h i s m a t c h i n g s u p p o r t w i l l d o u b l e t h e n u m b e r o f B l o c k P a r t y a n d D u m p s t e r Gr a n t s a v a i l a b l e — f r o m 1 5 o f e a c h g r a n t a n n u a l l y t o 3 0 o f e a c h i n b o t h 2 0 2 6 a n d 2 0 2 7 . ● Ne i g h b o r h o o d B l o c k P a r t y l i b r a r y c o n t i n u e s w i t h e q u i p m e n t u p g r a d e s . I t e m s a v a i l a b l e f o r ch e c k o u t i n c l u d e c h a i r s , t a b l e s , t e n t s , b u b b l e m a c h i n e , i n f l a t a b l e m o v i e s c r e e n , co r n h o l e , P A / s o u n d s y s t e m , a r t d i s p l a y p a n e l s , c o o l e r s a n d m o r e . T h i s r e s o u r c e i s co m p l e t e l y f r e e f o r W h e a t R i d g e r e s i d e n t s . 7 3 r e s e r v a t i o n s h a v e b e e n m a d e ( a s o f J u l y 14 t h , 2 0 2 6 ) . O v e r 8 0 0 u n i q u e i t e m r e s e r v a t i o n s h a v e b e e n m a d e s i n c e o p e n i n g t h e bl o c k p a r t y l i b r a r y i n 2 0 2 4 . ● A b u s i n e s s b l o c k p a r t y , s u p p o r t i n g t h e G o l d ’ s M a r k e t p l a c e c o r r i d o r , o c c u r r e d S a t u r d a y , Ma y 1 6 t h . O v e r 2 , 0 0 0 p e o p l e a t t e n d e d t h e e v e n t , t h e l a r g e s t b u s i n e s s b l o c k p a r t y e v e n t si n c e t h e s e r i e s b e g a n i n 2 0 2 2 . S u c c e s s g o e s b e y o n d a t t e n d a n c e n u m b e r s , m a n y bu s i n e s s e s r e p o r t e d h a v i n g g r e a t s a l e s d a y s . O n e o f n o t e , E s t e r s a t G o l d ’ s M a r k e t p l a c e ha d i t s l a r g e s t d a y i n s a l e s s i n c e o p e n i n g i n W h e a t R i d g e i n N o v e m b e r 2 0 2 2 . ● Th e Q u a r t e r l y B u s i n e s s R o u n d t a b l e m e e t i n g h a s b e e n r e b r a n d e d a s R e s o u r c e Ro u n d t a b l e . T h i s i s n o w d o n e o n a r e q u e s t b a s i s f r o m b u s i n e s s e s w h o a r e l o o k i n g t o g e t sp e c i f i c a n s w e r s a b o u t o p e r a t i n g a n d t h r i v i n g i n W h e a t R i d g e . S e v e r a l b u s i n e s s e s in c l u d i n g D O P S a n d K i n g o f W i n g s h a v e r e c e n t l y u s e d t h e p r o g r a m a s t h e y op e n / e x p a n d i n W h e a t R i d g e . ● Ex p l o r e 4 4 P h a s e I I o f c o r r i d o r i m p l e m e n t a t i o n h a s b e e n c o m p l e t e d . P e r m a n e n t l i g h t p o l e ba n n e r s f e a t u r i n g t h e c o r r i d o r b r a n d h a v e b e e n i n s t a l l e d o n t h e c o r r i d o r ( K i p l i n g t o Up h a m ) a n d a p e r m a n e n t s t r u c t u r e f e a t u r i n g t h e c o r r i d o r b r a n d a n d l o c a l b u s i n e s s e s ha s b e e n i n s t a l l e d a t H o p p e r H o l l o w P a r k . ● Ri d g e a t 3 8 r e b r a n d s t o R i d g e a t 3 8 . o r g . A n e w w e b s i t e , l i g h t p o l e s i g n a g e , o n l i n e di r e c t o r y a n d u n i v e r s a l c o u p o n t h a t c a n b e u s e d o n t h e a v e n u e w e r e c o m p l e t e d . ● Bu s i n e s s w e l c o m e b a s k e t s c o n t i n u e , l e d b y L o c a l w o r k s i n p a r t n e r s h i p w i t h W h e a t R i d g e Bu s i n e s s A s s o c i a t i o n , W h e a t R i d g e C h a m b e r o f C o m m e r c e , W h e a t R i d g e B u s i n e s s Di s t r i c t a n d C i t y o f W h e a t R i d g e E c o n o m i c D e v e l o p m e n t d e p a r t m e n t . A n a v e r a g e o f 1 0 bu s i n e s s w e l c o m e b a s k e t s a r e p e r s o n a l l y d e l i v e r e d t o n e w W h e a t R I d g e b u s i n e s s li c e n s e h o l d e r s e a c h m o n t h , 4 0 % o f t h o s e t h a t r e c e i v e a b a s k e t r e p o r t g e t t i n g i n v o l v e d i n th e W h e a t R i d g e c o m m u n i t y f o l l o w i n g t h e b a s k e t d e l i v e r y . ● W h e a t R i d g e 1 0 2 c o n c l u d e s w i t h i t s s e c o n d g r a d u a t i n g c l a s s . A n e i g h b o r h o o d m e d i a t i o n pr o g r a m a n d r o a d m a p f o r g r e a t e r y o u t h e n g a g e m e n t i n t h e c o m m u n i t y w e r e p r e s e n t e d an d a c c e p t e d b y W h e a t R i d g e C i t y C o u n c i l . Th e s h o r t n a r r a t i v e a b o v e p r o v i d e s t h e g r e a t e s t h i g h l i g h t s a n d p r o g r a m s t h a t L o c a l w o r k s h a s co n t i n u e d a n d c r e a t e d i n t h e 2 0 2 6 y e a r t o a c c o m p l i s h o u r m i s s i o n o f m a k i n g W h e a t R i d g e a mo r e v i b r a n t a n d s u s t a i n a b l e p l a c e t o l i v e a n d w o r k . O u r w o r k g o e s f a r b e y o n d t h i s n a r r a t i v e an d t h e s t a t i s t i c s p r o v i d e d . M a n y t i m e s , L o c a l w o r k s i s t h e o r g a n i z a t i o n t h a t k e e p s a b u s i n e s s o r re s i d e n t i n W h e a t R i d g e t o t h r i v e , g r o w a n d g i v e b a c k t o o u r c o m m u n i t y i n w a y s t h a t w e s i m p l y ca n ’ t m e a s u r e . Be l o w y o u w i l l f i n d d e t a i l e d i n f o r m a t i o n o n h o w t h e $ 3 2 5 , 2 0 0 w a s / i s a l l o c a t e d t o a c h i e v e o u r da i l y w o r k . Bu d g e t I t e m To t a l s p e n t ( p e r c e n t a g e o f to t a l b u d g e t ) Im p o r t a n t m e a s u r e m e n t s , me t r i c s & i n f o r m a t i o n ● 2 , 9 0 0 p e o p l e at t e n d e d , 8 % o f at t e n d a n c e . ● 6 e v e n t s h e l d t h u s f a r in 2 0 2 6 ● 1 0 t o t a l e v e n t s an t i c i p a t e d t o b e h e l d by t h e e n d o f 2 0 2 6 . ● A v e r a g e a t t e n d a n c e of 6 0 p e o p l e p e r ev e n t . ● 1 , 5 0 0 r e s i d e n t s fo r e c a s t e d t o b e im p a c t e d a n n u a l l y . ● L o c a l b u s i n e s s e s re p o r t i n c r e a s e d s a l e s an d o v e r a l l en g a g e m e n t w i t h l o c a l cu s t o m e r s f o l l o w i n g th e s e e v e n t s . ● 1 6 - 1 8 d u m p s t e r s t o be a v a i l a b l e a t e a c h ev e n t t h r o u g h o u t t h e ● S p e c i a l t y d u m p s t e r s fo r p a i n t , t i r e s , ma t t r e s s e s a n d m e t a l ar e o f f e r e d a t a l l ev e n t s . ● E l e c t r o n i c s r e c y c l i n g to b e e x c l u s i v e l y of f e r e d a t t h e Se p t e m b e r e v e n t . ● T o t a l o f 7 6 , 2 0 - y a r d du m p s t e r s t o b e f i l l e d th r o u g h a l l T L C C l e a n Up D a y e v e n t s i n 20 2 6 . . ● 3 0 d u m p s t e r g r a n t s an d 3 0 b l o c k p a r t y gr a n t s a n t i c i p a t e d t o be g i v e n . T h e C i t y o f Wh e a t R i d g e b u d g e t co n t r i b u t i o n e q u a t e s to o f f e r i n g 15 o f e a c h . ● P a r t n e r s h i p s c o n t i n u e , in c l u d i n g C h i k - F i l - A fo r b l o c k p a r t i e s , do n a t i o n o f 1 0 0 nu g g e t s a v a i l a b l e t o ea c h a p p l i c a n t t o al l o w t h e L o c a l w o r k s gr a n t m o n i e s t o g o fa r t h e r . ● 1 0 0 c h a i r s , 1 0 6 f t ta b l e s , 2 b l u e t o o t h sp e a k e r s , 2 b u b b l e ma c h i n e s , 2 g i a n t co n n e c t f o u r s e t s , 2 gi a n t j e n g a s e t s , 2 bo u n c y c a s t l e s , 2 in f l a t a b l e p r o j e c t o r sc r e e n s , 2 p r o j e c t o r s , 5 1 0 x 1 0 t e n t s , 8 di s p l a y / a r t p a n e l s , 2 PA / l a r g e s o u n d fo r f r e e . ● 7 3 r e s e r v a t i o n s h a v e be e n m a d e ( J u l y 20 2 6 ) 8 0 0 u n i q u e it e m s r e s e r v a t i o n si n c e 2 0 2 4 o p e n d a t e . ● B u s i n e s s B l o c k P a r t y he l d f o r G o l d ’ s Ma r k e t p l a c e , 2 , 0 0 0 pe r s o n a t t e n d a n c e . . ● E x p l o r e 4 4 pl a c e m a k i n g st r a t e g i e s , P h a s e I I co m p l e t e . ● R e b r a n d e d R i d g e a t 38 t o r i d g e a t 3 8 . o r g , ne w w e b s i t e , n e w on l i n e d i r e c t o r y , n e w li g h t p o l e b a n n e r s , un i v e r s a l c o u p o n la u n c h e d . ● L e g i s l a t i v e L o w d o w n he l d i n F e b r u a r y 20 2 6 , 2 0 + s m a l l bu s i n e s s o w n e r s t o at t e n d t o u n d e r s t a n d le g i s l a t i o n t h a t m a y af f e c t t h e i r s m a l l bu s i n e s s . ● R e s o u r c e R o u n d t a b l e . ● W a d s w o r t h R e c o v e r y Gr a n t – 1 9 u n i q u e bu s i n e s s e s a w a r d e d fu n d s . ● B u i l d i n g U p B u s i n e s s Mi c r o F u n d i n g a n d tr a d i t i o n a l f u n d i n g lo a n s a v a i l a b l e . ● B u s i n e s s W e l c o m e ba s k e t s , a v e r a g e o f 10 d e l i v e r e d p e r mo n t h . ● 6 0 , 0 0 0 + v i s i t o r s s i n c e op e n i n g , a n a v e r a g e of 1 , 2 5 0 p e o p l e im p a c t e d p e r w e e k . Bu s i n e s s G r a n t o p e r a t i o n s Lo c a l w o r k s i n p a r t n e r s h i p w i t h t h e C i t y o f W h e a t R i d g e f a c i l i t a t e d t w o r o u n d s o f g r a n t f u n d i n g fo r b u s i n e s s e s o n W a d s w o r t h , a w a r d i n g $ 1 1 7 , 2 5 0 t o 1 9 u n i q u e b u s i n e s s e s . L o c a l w o r k s fa c i l i t a t e d t h e f u n d i n g t h r o u g h a n a p p r o v e d , a u d i t e d , t r a n s p a r e n t p r o c e s s . 20 2 6 b u d g e t r e q u e s t Lo c a l w o r k s r e s p e c t f u l l y r e q u e s t s a t o t a l C i t y c o n t r i b u t i o n o f $ 3 7 7 , 2 0 0 f o r t h e 2 0 2 7 f i s c a l y e a r (J a n u a r y 1 – D e c e m b e r 3 1 , 2 0 2 7 ) . As L o c a l w o r k s c o n c l u d e s t h e C o m m u n i t y , B u s i n e s s a n d B e y o n d S t r a t e g i c P l a n , t h i s r e q u e s t in c l u d e s $ 3 2 7 , 2 0 0 t o s u p p o r t g e n e r a l o p e r a t i o n s a n d c o r e p r o g r a m m i n g , i n c l u d i n g C l e a r C r e e k Ma k e r s p a c e , b u s i n e s s c o r r i d o r r e v i t a l i z a t i o n , b u s i n e s s s u p p o r t s e r v i c e s , B l o c k P a r t y a n d Du m p s t e r G r a n t s , t h e N e i g h b o r h o o d B l o c k P a r t y L i b r a r y , T L C C l e a n U p D a y s , L i v e L o c a l ev e n t s , a n d R i d g e f e s t . T h e r e q u e s t a l s o i n c l u d e s $ 5 0 , 0 0 0 t o l a u n c h a n e w b u s i n e s s g r a n t pr o g r a m a v a i l a b l e t o a l l a c t i v e l y l i c e n s e d , W h e a t R i d g e b u s i n e s s e s i n g o o d s t a n d i n g . Si n c e t h e s u m m e r o f 2 0 2 2 , L o c a l w o r k s h a s u n d e r g o n e a s i g n i f i c a n t o r g a n i z a t i o n a l tr a n s f o r m a t i o n — r e b u i l d i n g , r e b r a n d i n g , a n d r e i n t r o d u c i n g o u r s e l v e s t o t h e W h e a t R i d g e co m m u n i t y w h i l e r a p i d l y e x p a n d i n g p r o g r a m s a n d s e r v i c e s . I n 2 0 2 6 , w e s u c c e s s f u l l y tr a n s i t i o n e d f r o m a p e r i o d o f r a p i d g r o w t h t o o n e o f s t a b i l i z a t i o n , r e f i n i n g o u r p r o g r a m s , st r e n g t h e n i n g o p e r a t i o n s , a n d f o c u s i n g o n d e l i v e r i n g e x c e p t i o n a l r e s u l t s . T h e o u t c o m e s hi g h l i g h t e d t h r o u g h o u t t h i s p r o p o s a l d e m o n s t r a t e t h a t t h i s a p p r o a c h i s w o r k i n g . Fo r 2 0 2 7 , L o c a l w o r k s s e e k s t o b u i l d o n t h a t m o m e n t u m w i t h a g e n e r a l o p e r a t i o n s r e q u e s t t h a t re m a i n s n e a r l y u n c h a n g e d f r o m t h e p r e v i o u s t h r e e y e a r s . O u t s i d e o f t h e a d d i t i o n a l $ 5 0 , 0 0 0 re q u e s t e d t o e s t a b l i s h a n e w b u s i n e s s g r a n t p r o g r a m f o r W h e a t R i d g e b u s i n e s s e s , o u r g e n e r a l op e r a t i o n s r e q u e s t r e f l e c t s o n l y m o d e s t g r o w t h w h i l e c o n t i n u i n g t o e x p a n d c o m m u n i t y i m p a c t . Th e s e f u n d s a r e i n v e s t e d d i r e c t l y b a c k i n t o p r o g r a m s a n d s e r v i c e s t h a t b e n e f i t W h e a t R i d g e re s i d e n t s , b u s i n e s s e s , a n d n e i g h b o r h o o d s . Lo c a l w o r k s h a s s u s t a i n e d t h i s g r o w t h w i t h o u t s i g n i f i c a n t l y i n c r e a s i n g i t s g e n e r a l o p e r a t i o n s re q u e s t : ● 2 0 2 4 : $ 3 2 9 , 9 0 0 ● 2 0 2 5 : $ 3 2 6 , 2 0 0 ● 2 0 2 6 : $ 3 2 7 , 2 0 0 Th e f o l l o w i n g n a r r a t i v e o u t l i n e s h o w t h e r e q u e s t e d $ 3 2 7 , 2 0 0 i n g e n e r a l o p e r a t i o n s f u n d i n g w i l l be i n v e s t e d i n 2 0 2 7 , a l o n g w i t h t h e m e a s u r a b l e g o a l s a n d o u t c o m e s L o c a l w o r k s a i m s t o ac h i e v e . ● C o n t i n u a t i o n o f L i v e L o c a l e v e n t s , w o r k i n g w i t h 8 - 1 0 u n i q u e s m a l l b u s i n e s s e s i n W h e a t Ri d g e w i t h a f o r e c a s t e d i m p a c t t o o v e r 1 , 7 5 0 r e s i d e n t s . ● C o n t i n u a t i o n a n d g r o w t h o f o u r b u s i n e s s b l o c k p a r t y s e r i e s , b r i n g i n g i t b a c k t o t h e W e s t 29 t h M a r k e t p l a c e . A s t h e m a r k e t p l a c e s e e s n e w b u s i n e s s e s c o m e t o o u r c o m m u n i t y , w e be l i e v e w e w i l l f i n d s u c c e s s i n b r i n g i n g i t b a c k t o t h i s n e i g h b o r h o o d w h i l e s u p p o r t i n g a l l bu s i n e s s c o r r i d o r s i n t h e c o m m u n i t y . ● I m p r o v e d T L C C l e a n U p D a y s w i t h m o r e d i v e r s e o f f e r i n g s f o r w a s t e a n d l a r g e r q u a n t i t y of d u m p s t e r s a t e a c h e v e n t t o b e t t e r s e r v e o u r r e s i d e n t ’ s d i v e r s e w a s t e n e e d s . 1 8 - 2 0 du m p s t e r s w i l l b e a v a i l a b l e a t e a c h e v e n t a n d e l e c t r o n i c r e c y c l i n g w i l l c o n t i n u e t o b e of f e r e d . ● S u m m e r e v e n t s e r i e s , i n c l u d i n g R i d g e f e s t , t o b r i n g f o c u s t o 3 8 t h A v e n u e , W h e a t R i d g e ’ s ma i n s t r e e t . G o a l t o i n c r e a s e f o o t t r a f f i c o n t h e R i d g e a t 3 8 c o r r i d o r b y 1 5 % a n d b r i n g co n t i n u e d a t t e n t i o n t o t h e G r e e n f o r n e i g h b o r h o o d r e v i t a l i z a t i o n a n d s m a l l b u s i n e s s su p p o r t . ● G r o w t h i n t o p i c s a n d e v e n t s L o c a l w o r k s h o l d s t o e d u c a t e t h e W h e a t R i d g e c o m m u n i t y on i m p o r t a n t b a l l o t m e a s u r e s , p r o g r a m s , p l a n n i n g e f f o r t s a n d i n i t i a t i v e s i n p a r t n e r s h i p wi t h t h e C i t y o f W h e a t R i d g e , C i t y C o u n c i l a n d o u r P a r t n e r s i n P r o g r e s s C o m m i t t e e . ● C o n t i n u a t i o n o f d u m p s t e r g r a n t s a n d b l o c k p a r t y g r a n t s f o r r e s i d e n t s , 3 0 t o t a l g r a n t s t o be a v a i l a b l e , 1 5 o f e a c h p r o g r a m , t h r o u g h C i t y o f W h e a t R i d g e f u n d s . L o c a l w o r k s w i l l co n t i n u e t o w o r k w i t h t h e s u s t a i n a b i l i t y d e p a r t m e n t w i t h i n t h e C i t y o f W h e a t R i d g e t o pa r t n e r o n i n c r e a s i n g t h e a m o u n t o f t h e s e g r a n t s t h a t a r e a v a i l a b l e t o b e t t e r m e e t de m a n d . ● U p g r a d e s t o t h e N e i g h b o r h o o d B l o c k P a r t y l i b r a r y , i n c l u d i n g n e w i t e m s , p r o p e r ma i n t e n a n c e t o e x i s t i n g e q u i p m e n t a n d p u r c h a s e o f a p e r m a n e n t u n i t t h a t h o l d s a l l b l o c k pa r t y l i b r a r y i t e m s . ● E x p a n d C l e a r C r e e k M a k e r s p a c e t h r o u g h t h e a d d i t i o n o f e i g h t r e t r o f i t t e d s h i p p i n g co n t a i n e r s , c r e a t i n g t h e C r e a t i v e C o m m o n s . T h e r e q u e s t e d g e n e r a l o p e r a t i o n s f u n d i n g su p p o r t s L o c a l w o r k s s t a f f i n m a n a g i n g a n d i m p l e m e n t i n g t h e p r o j e c t , w h i l e a l l c a p i t a l co s t s a s s o c i a t e d w i t h t h e s h i p p i n g c o n t a i n e r e x p a n s i o n w i l l b e f u n d e d t h r o u g h Lo c a l w o r k s r e s e r v e s a n d p r i v a t e f u n d r a i s i n g . B a s e d o n t h e c u r r e n t p r o j e c t b u d g e t a n d co m m i t t e d f u n d i n g s o u r c e s , t h i s b u d g e t r e q u e s t d o e s n o t i n c l u d e f u n d i n g f o r c o n s t r u c t i o n or p r o j e c t c a p i t a l e x p e n s e s . ● N e w e v a l u a t i o n o f R i d g e a t 3 8 b u s i n e s s c o r r i d o r s u p p o r t , w i t h e n h a n c e d e v e n t s , bu s i n e s s r e s o u r c e s a n d d i g i t a l u n i v e r s a l c o u p o n s o f t w a r e . ● C o n t i n u e d c o m m u n i c a t i o n , e v e n t , p r o g r a m m a t i c a n d r e s o u r c e s u p p o r t f o r a l l b u s i n e s s co r r i d o r s i n W h e a t R i d g e . ( G o l d ’ s M a r k e t p l a c e , W e s t 2 9 t h M a r k e t p l a c e , R i d g e a t 3 8 , Ex p l o r e 4 4 ) . ● Gr o w t h a n d n e w p r o g r a m e l e m e n t s f o r W h e a t R i d g e 1 0 1 , i n c l u d i n g c o n t i n u e d e v a l u a t i o n an d u n d e r s t a n d i n g o f i m p l e m e n t i n g a v e r s i o n f o r y o u t h i n t h e c o m m u n i t y . ● Th r o u g h P a r t n e r s i n P r o g r e s s , t h e l a r g e s t , a c t i v e l y e n g a g e d c o m m i t t e e f o r L o c a l w o r k s , co n t i n u e c o n v e r s a t i o n s a n d d e f i n e s t r a t e g y f o r C i t y ’ s p r i o r i t i e s o f c h a n g e a n d g r o w t h . ● Co n t i n u e d p a r t n e r s h i p w i t h t h e C i t y o f W h e a t R i d g e f o r e d u c a t i o n a l e v e n t s a r o u n d l a r g e co m m u n i t y c h a n g e , b a l l o t i n i t i a t i v e s , e t c . E x a m p l e s w e h a v e h e l d i n c l u d e H o u s i n g H o u r (a f f o r d a b l e h o u s i n g ) B a l l o t s a n d B e a n s ( L u t h e r a n L e g a c y C a m p u s ) a n d C a l z o n e s a n d Zo n e s ( L u t h e r a n L e g a c y C a m p u s ) . Ou t s i d e o f t h e $ 3 2 7 , 2 0 0 t h a t i s r e q u e s t e d a n d o u t l i n e d a b o v e f o r g e n e r a l o p e r a t i o n s , a n ad d i t i o n a l $ 5 0 , 0 0 0 i s r e q u e s t e d f o r L o c a l w o r k s t o i n d e p e n d e n t l y m a n a g e a g r a n t p r o g r a m f o r i n go o d s t a n d i n g , a c t i v e l y l i c e n s e d , W h e a t R i d g e b u s i n e s s e s . L o c a l w o r k s h a s i d e n t i f i e d a n op p o r t u n i t y a n d a n e e d f o r a r e v i t a l i z e d g r a n t o p p o r t u n i t y f o r W h e a t R i d g e b u s i n e s s e s . $ 5 0 , 0 0 0 is r e q u e s t e d f o r t h e f o l l o w i n g : ● $4 5 , 0 0 0 i n g r a n t f u n d s w i l l b e a v a i l a b l e f o r b u s i n e s s e s t o a p p l y f o r . I n o r d e r t o b e el i g i b l e , a b u s i n e s s n e e d s a n a c t i v e , g o o d s t a n d i n g b u s i n e s s l i c e n s e w i t h t h e C i t y o f Wh e a t R i d g e . A n y p r o j e c t p r o p o s e d b y a p p l i c a n t s w i l l b e r e v i e w e d a n d u p f o r a p p r o v a l by a n o u t s i d e c o m m i t t e e t h a t w i l l b e n o m i n a t e d a n d f o r m e d t h r o u g h a u d i t e d p r o c e s s e s by t h e L o c a l w o r k s B o a r d o f D i r e c t o r s . ● $5 , 0 0 0 i s k e p t a s a 1 0 % a d m i n i s t r a t i v e f e e t o r u n t h e g r a n t p r o g r a m , i n c l u d i n g b u t n o t li m i t e d t o a p p l i c a t i o n c r e a t i o n , g r a n t s u b m i s s i o n o p e r a t i o n s a n d g r a n t r e p o r t i n g f r o m aw a r d e d l o c a l b u s i n e s s e s . Lo c a l w o r k s f i n a n c i a l p o s i t i o n : As L o c a l w o r k s i s a p a r t n e r t o t h e C i t y o f W h e a t R i d g e , w e b e l i e v e i t i s i m p o r t a n t t o p r o v i d e in f o r m a t i o n a b o u t o u r o v e r a l l f i n a n c i a l p o s i t i o n . A s a p a r t o f o u r 2 0 2 4 - 2 0 2 7 s t r a t e g i c p l a n , Co m m u n i t y , B u s i n e s s a n d B e y o n d , L o c a l w o r k s c o n t i n u e s t o a i m t o a c h i e v e g r e a t e r di v e r s i f i c a t i o n i n o u r r e v e n u e s o u r c e s . T h e f o l l o w i n g s h o w s o u r s u c c e s s , e n c a p s u l a t i n g a t o t a l o f ov e r $ 5 0 0 , 0 0 0 g i v e n t o L o c a l w o r k s f r o m p r i v a t e a n d p u b l i c f u n d e r s i n t h e l a s t 2 y e a r s . ● 20 2 2 ○ Ci t y o f W h e a t R i d g e – 9 9 % o f a n n u a l r e v e n u e ○ Di r e c t p u b l i c s u p p o r t - 1 % o f a n n u a l r e v e n u e ● 20 2 3 ○ Ci t y o f W h e a t R i d g e – 7 7 . 3 % o f a n n u a l r e v e n u e ○ Pr i v a t e g r a n t s - 1 5 . 7 % ○ Di r e c t P u b l i c S u p p o r t – 6 . 9 % ● 20 2 4 ○ Ci t y o f W h e a t R i d g e – 6 1 % o f a n n u a l r e v e n u e ○ Cl e a r C r e e k M a k e r s p a c e m e m b e r s h i p - 6 % o f a n n u a l r e v e n u e ○ Pr i v a t e g r a n t s – 2 0 % o f a n n u a l r e v e n u e ○ Di r e c t P u b l i c S u p p o r t – 1 3 % o f a n n u a l r e v e n u e ● 20 2 5 ○ Ci t y o f W h e a t R i d g e – 3 5 % o f a n n u a l r e v e n u e ○ C l e a r C r e e k M a k e r s p a c e m e m b e r s h i p - 1 3 % o f a n n u a l r e v e n u e ○ P r i v a t e g r a n t s – 4 3 % o f a n n u a l r e v e n u e ○ D i r e c t P u b l i c S u p p o r t – 9 % ● 2 0 2 6 ( f o r e c a s t e d ) ○ C i t y o f W h e a t R i d g e – 3 9 % o f a n n u a l r e v e n u e ○ C l e a r C r e e k m a k e r s p a c e m e m b e r s h i p - 2 2 % o f a n n u a l r e v e n u e ○ P r i v a t e g r a n t s – 2 9 % o f a n n u a l r e v e n u e ○ D i r e c t P u b l i c S u p p o r t – 1 0 % Lo c a l w o r k s h a s i n v e s t e d m o r e t h a n 6 3 % o f i t s r e s e r v e f u n d s b a c k i n t o p r o g r a m s a n d p r o j e c t s th a t s t r e n g t h e n t h e W h e a t R i d g e c o m m u n i t y , i n c l u d i n g t h e d e v e l o p m e n t o f C l e a r C r e e k Ma k e r s p a c e . L o o k i n g a h e a d , L o c a l w o r k s w i l l c o n t i n u e t o d i v e r s i f y i t s r e v e n u e s o u r c e s w h i l e ma i n t a i n i n g a s t r o n g p a r t n e r s h i p w i t h t h e C i t y o f W h e a t R i d g e . W e a n t i c i p a t e C i t y f u n d i n g w i l l co n t i n u e t o r e p r e s e n t a p p r o x i m a t e l y 3 5 – 4 5 % o f L o c a l w o r k s ' a n n u a l r e v e n u e , r e f l e c t i n g t h e di v e r s i f i c a t i o n s t r a t e g y e n c o u r a g e d b y C i t y C o u n c i l i n 2 0 2 2 . I n a c c o r d a n c e w i t h b e s t p r a c t i c e no n p r o f i t a c c o u n t i n g s t a n d a r d s , L o c a l w o r k s c o m p l e t e s a n a n n u a l a u d i t a n d f i l e s a 9 9 0 . O u r 9 9 0 is i n c l u d e d i n f o r y o u r v i e w i n g . ( A t t a c h m e n t B ) Co n c l u s i o n : Lo c a l w o r k s i s p r o u d t o h a v e s e r v e d t h e W h e a t R i d g e c o m m u n i t y f o r o v e r 2 0 y e a r s , w o r k i n g ti r e l e s s l y t o m a k e o u r C i t y m o r e v i b r a n t a n d s u s t a i n a b l e . T h e g e n e r o u s s u p p o r t f r o m t h e C i t y ha s b e e n c r u c i a l t o o u r e f f o r t s , a n d a s w e e n t e r i n t o 2 0 2 7 , w e a r e e x c i t e d t o c o n t i n u e t h i s jo u r n e y . W i t h a c o n t r i b u t i o n o f $ 3 7 7 , 2 0 0 , w e a r e c o n f i d e n t t h a t w e c a n a c h i e v e t h e g o a l s ou t l i n e d i n t h i s m e m o a n d f u r t h e r e n h a n c e t h e q u a l i t y o f l i f e f o r W h e a t R i d g e r e s i d e n t s . Co m m u n i t y , B u s i n e s s a n d B e y o n d Lo c a l w o r k s 2 0 2 4 - 2 0 2 7 S t r a t e g i c P l a n Lo c a l w o r k s m i s s i o n i s t o m a k e W h e a t R i d g e a m o r e v i b r a n t a n d s u s t a i n a b l e p l a c e t o l i v e a n d wo r k . T h r o u g h p r o g r a m s t h a t p r o v i d e i n c r e a s e d e c o n o m i c d e v e l o p m e n t , n e i g h b o r h o o d re v i t a l i z a t i o n a n d a r t s a n d c u l t u r e g r o w t h i n t h e W h e a t R i d g e C o m m u n i t y , L o c a l w o r k s i s a co n d u i t a n d c o n n e c t o r f o r t h e c o m m u n i t y , b u s i n e s s e s . M o r e o v e r , o u r w o r k g o e s b e y o n d b e i n g ju s t a c o n d u i t , a s o u r o r g a n i z a t i o n r e m a i n s n i m b l e t o c o n t i n u a l l y a d d r e s s t h e c o m m u n i t y ’ s n e e d s as t h e y c h a n g e . Lo c a l w o r k s i s p r o u d t o g r o w a n d p r o v i d e n e w p r o g r a m m i n g t o f u l f i l l o u r 2 0 2 4 - 2 0 2 7 s t r a t e g i c pl a n . T h e w o r k w e w i l l a t t a i n i s r o o t e d i n s e r v i n g c o m m u n i t y , b u s i n e s s a n d b e y o n d . Ex e c u t i v e S u m m a r y On D e c e m b e r 1 4 t h , 2 0 2 3 t h e L o c a l w o r k s B o a r d o f D i r e c t o r s a n d s t a f f c r e a t e d a s t r a t e g i c p l a n th a t t h e o r g a n i z a t i o n i s t o f o l l o w f r o m 2 0 2 4 - 2 0 2 7 . T h i s s t r a t e g i c p l a n e x e m p l i f i e s t h e g r o w t h a n d st a b i l i t y t h e o r g a n i z a t i o n a t t a i n e d i n t h e 2 0 2 1 - 2 0 2 3 s t r a t e g i c p l a n , i n c l u d i n g b u t n o t l i m i t e d t o ne w r e v e n u e s o u r c e s , r e v i t a l i z e d p r o g r a m m i n g a n d t h e i n i t i a l l a u n c h a n d p r o g r a m m i n g im p l e m e n t a t i o n o f C l e a r C r e e k M a k e r s p a c e . T h i s s t r a t e g i c p l a n a l s o t a k e s i n t o a c c o u n t m a r k e t sa t u r a t i o n t h a t L o c a l w o r k s f a c e s a s a c o m m u n i t y n o n p r o f i t t h r o u g h a n i n d u s t r y a n a l y s i s a n d pr o v i d e s d i s t i n c t p r o g r a m m i n g t o r e m a i n c o m p e t i t i v e i n t h e p r o g r a m s a n d s e r v i c e s w e p r o v i d e . Th e 2 0 2 4 - 2 0 2 7 s t r a t e g i c p l a n ’ s t h e m e , Co m m u n i t y , B u s i n e s s a n d B e y o n d , re p r e s e n t s t h e or g a n i z a t i o n ' s p i l l a r s o f w o r k w h i l e p r o v i d i n g t h e a b i l i t y t o g r o w a n d r e m a i n n i m b l e t o c o n t i n u e t o be s t s e r v e t h e W h e a t R i d g e ’ s c o m m u n i t y n e e d s . Lo c a l w o r k s w i l l a c h i e v e t h e f o l l o w i n g o b j e c t i v e s t h r o u g h 2 0 2 4 - 2 0 2 7 : ● Gr o w i n f i n a n c i a l s t a b i l i t y t o i n c r e a s e o u r p r o g r a m m i n g f o r t h e c o m m u n i t y . ● Su p p o r t t h e b u s i n e s s c o m m u n i t y t h r o u g h m o r e g r a n t - m a k i n g a n d m i c r o - f u n d i n g op p o r t u n i t i e s . ● Op e n C l e a r C r e e k M a k e r s p a c e ● De v e l o p , g r o w , m a n a g e a n d a d v o c a t e o n b e h a l f o f a l l b u s i n e s s c o r r i d o r i d e n t i t i e s i n Wh e a t R i d g e ( 3 8 t h , 4 4 t h , a n d 2 9 t h A v e . ) $W W D F K P H Q W $ ● In c r e a s e n e i g h b o r h o o d r e v i t a l i z a t i o n a n d c i v i c e n g a g e m e n t s t r a t e g i e s b y g r o w i n g b l o c k pa r t y g r a n t s , c l e a n u p p r o g r a m s a n d c i v i c e n g a g e m e n t o p p o r t u n i t i e s . Th e s e o b j e c t i v e s w i l l b e r e a c h e d t h r o u g h k e y m e t r i c s . T h e k e y m e t r i c s p r o v i d e a c t i o n i t e m s t h a t Lo c a l w o r k s i s s e t t o a c h i e v e b e t w e e n 2 0 2 4 - 2 0 2 7 . T o s e e m o r e d e t a i l , p l e a s e v i s i t p g . 3 - 4 o f t h e st r a t e g i c p l a n n i n g d o c u m e n t . 20 2 4 - 2 0 2 7 S t r a t e g i c P l a n Ob j e c t i v e s M a t r i x p g . 1 OB J E C T I V E # 1 K E Y M E T R I C S CO M M U N I T Y , B U S I N E S S A N D B E Y O N D IN C R E A S E P R I V A T E G R A N T S & IN D I V I D U A L D O N A T I O N S . CR E A T E N E W R E V E N U E S O U R C E S TH R O U G H C L E A R C R E E K MA K E R S P A C E . EV A L U A T E R E G I O N A L I M P A C T F O R CL E A R C R E E K M A K E R S P A C E OB J E C T I V E # 2 SU P P O R T T H E B U S I N E S S CO M M U N I T Y T H R O U G H M O R E GR A N T - M A K I N G A N D M I C R O - FU N D I N G O P P O R T U N I T I E S CR E A T E G R A N T O P P O R T U N I T Y F O R WH E A T R I D G E B U S I N E S S E S T O AS S I S T I N E M P L O Y E E R E T E N T I O N EF F O R T S , E D U C A T I O N , T R A I N I N G A N D GR O W I N G W H E A T R I D G E E C O N O M I C ST A B I L I T Y . OB J E C T I V E # 3 OP E N A N D S U S T A I N C L E A R C R E E K MA K E R S P A C E CR E A T E A W E L C O M I N G A N D CR E A T I V E C U L T U R E F O R M A K E R CO M M U N I T Y PR O V I D E R E S O U R C E S A N D PR O G R A M M I N G T O D E V E L O P SK I L L E D W O R K F O R C E E M P L O Y E E S PR O V I D E R E S O U R C E S A N D PR O G R A M M I N G T O EN T E R E P R E N U E R S A N D SO L E P R E N U E R S 20 2 4 - 2 0 2 7 S t r a t e g i c P l a n Ob j e c t i v e s M a t r i x p g . 2 OB J E C T I V E # 4 K E Y M E T R I C S CO M M U N I T Y , B U S I N E S S A N D B E Y O N D IM P L E M E N T C O R R I D O R I D E N T I T Y F O R 44 T H A V E . IN C R E A S E C O R R I D O R E V E N T S I N DI V E R S E L O C A T I O N S . IN C R E A S E B U S I N E S S E N G A G E M E N T . OB J E C T I V E # 5 IN C R E A S E N E I G H B O R H O O D RE V I T I L I Z A T I O N A N D C I V I C EN G A G E M E N T S T R A T E G I E S . IN C R E A S E B L O C K P A R T Y PR O G R A M M I N G T H R O U G H M O R E GR A N T S A N D A B L O C K P A R T Y LI B R A R Y DI V E R S I F Y A N D I N C R E A S E A V A I L A B L E TL C C L E A N U P D A Y D U M P S T E R S . (E X A M P L E E L E C T R O N I C R E C Y C L I N G ) IN C R E A S E P A R T N E R S I N P R O G R E S S CO M M I T T E E M E M B E R S H I P A N D EN G A G E M E N T . HO L D S P R I N G E V E N T T H A T F E A T U R E S NE I G H B O R H O O D S S I M I L A R T O T H E MI D C E N T U R Y A N D M O D E R N H O M E TO U R . Co n c l u s i o n & N e x t S t e p s Lo c a l w o r k s i s e x c i t e d t o a t t a i n t h e o b j e c t i v e s a n d k e y m e t r i c s t h a t w i l l c o n t i n u e o u r w o r k o f co m m u n i t y , b u s i n e s s a n d b e y o n d i n t h e W h e a t R i d g e c o m m u n i t y . L o c a l w o r k s s t r i v e s t o p r o v i d e pr o g r a m m i n g t h a t m e e t s t h e t h e p i l l a r s o f e c o n o m i c d e v e l o p m e n t , n e i g h b o r h o o d r e v i t a l i z a t i o n an d a r t s a n d c u l t u r e . A s L o c a l w o r k s u n d e r s t a n d s w h a t b e y o n d m a y b e , t h e o r g a n i z a t i o n i s co m m i t t e d t o r e m a i n i n g n i m b l e t o a d d r e s s t h e c o m m u n i t y ’ s c h a n g i n g n e e d s . W e a r e p r o u d t o ma k e W h e a t R i d g e a m o r e v i b r a n t a n d s u s t a i n a b l e p l a c e t o l i v e a n d w o r k . 50 0 9 4 1 04 - 0 1 - 2 5 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ FO R T H E Y E A R E N D I N G Pr e p a r e d f o r Pr e p a r e d b y Am o u n t d u e or r e f u n d Ma k e c h e c k pa y a b l e t o Ma i l t a x r e t u r n an d c h e c k ( i f ap p l i c a b l e ) t o Re t u r n m u s t b e ma i l e d o n or b e f o r e Sp e c i a l In s t r u c t i o n s TA X R E T U R N F I L I N G I N S T R U C T I O N S FO R M 9 9 0 De c e m b e r 3 1 , 2 0 2 5 Wh e a t R i d g e 2 0 2 0 , I n c . P. O . B o x 3 4 6 Wh e a t R i d g e , C O 8 0 0 3 4 Wa t s o n C o o n R y a n , L L C 60 2 5 S o u t h Q u e b e c S t r e e t , S u i t e 2 6 0 Ce n t e n n i a l , C O 8 0 1 1 1 No t a p p l i c a b l e No t a p p l i c a b l e No t a p p l i c a b l e No t a p p l i c a b l e Th i s r e t u r n h a s b e e n p r e p a r e d f o r e l e c t r o n i c f i l i n g . I f y o u wi s h t o h a v e i t t r a n s m i t t e d e l e c t r o n i c a l l y t o t h e I R S , p l e a s e si g n , d a t e , a n d r e t u r n F o r m 8 8 7 9 - T E t o o u r o f f i c e . W e w i l l th e n s u b m i t t h e e l e c t r o n i c r e t u r n t o t h e I R S . D o n o t m a i l a pa p e r c o p y o f t h e r e t u r n t o t h e I R S . R e t u r n F o r m 8 8 7 9 - T E t o us b y N o v e m b e r 1 6 , 2 0 2 6 . Al l o r g a n i z a t i o n s m u s t f i l e a n n u a l l y i n t h e m o n t h o f in c o r p o r a t i o n o f t h e o r g a n i z a t i o n . T h e r e p o r t f i l e d i s t h e Pe r i o d i c R e p o r t . T h e f i l i n g m u s t b e c o m p l e t e d o n l i n e a t t h e we b s i t e w w w . s o s . s t a t e . c o . u s . T h e r e i s a f i l i n g f e e . In f o r m a t i o n c a n b e o b t a i n e d b y p h o n e a t 3 0 3 - 8 9 4 - 2 2 0 0 . As r e q u i r e d b y t h e C o l o r a d o C h a r i t a b l e S o l i c i t a t i o n s A c t , y o u r or g a n i z a t i o n m u s t r e g i s t e r a n d f i l e a n n u a l l y w i t h t h e C o l o r a d o Se c r e t a r y o f S t a t e . T h e a n n u a l r e n e w a l c a n o n l y b e f i l e d on l i n e a t t h e S e c r e t a r y o f S t a t e ' s w e b s i t e . W w w . s o s . c o . u s . "U U B D I N F O U # OM B N o . 1 5 4 5 - 0 0 4 7 Fo r m Fo r c a l e n d a r y e a r 2 0 2 5 , o r f i s c a l y e a r b e g i n n i n g , 2 0 2 5 , a n d e n d i n g , 2 0 De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e Sig n a t u r e o f o f f i c e r o r p e r s o n s u b j e c t t o t a x 50 2 5 2 1 1 2 - 1 8 - 2 5 EI N o r S S N En t e r f i v e n u m b e r s , b u t do n o t e n t e r a l l z e r o s ER O f i r m n a m e Do n o t e n t e r a l l z e r o s D o n o t s e n d t o t h e I R S . K e e p f o r y o u r r e c o r d s . G o t o w w w . i r s . g o v / F o r m 8 8 7 9 T E f o r t h e l a t e s t i n f o r m a t i o n . 1a , 2 a , 3 a , 4 a , 5 a , 6 a , 7 a , 8 a , 9 a , 10 a 1b , 2 b , 3 b , 4 b , 5 b , 6 b , 7 b , 8 b , 9 b , 1 0 b , Do n o t 1a2a3a4a5a6a7a8a9a10 a Fo r m 9 9 0 Fo r m 9 9 0 - E Z Fo r m 1 1 2 0 - P O L b T o t a l r e v e n u e , 1 b 2b3b4b5b6b7b8b9b10 b b T o t a l r e v e n u e , b T o t a l t a x Fo r m 9 9 0 - P F Fo r m 8 8 6 8 b T a x b a s e d o n i n v e s t m e n t i n c o m e b B a l a n c e d u e Fo r m 9 9 0 - T b T o t a l t a x Fo r m 4 7 2 0 b T o t a l t a x Fo r m 5 2 2 7 b F M V o f a s s e t s a t e n d o f t a x y e a r Fo r m 5 3 3 0 b T a x d u e Fo r m 8 0 3 8 - C P b A m o u n t o f c r e d i t p a y m e n t r e q u e s t e d (a ) ( b ) ( c ) PI N : c h e c k o n e b o x o n l y ER O ' s E F I N / P I N . Pu b . 4 1 6 3 , Fo r P r i v a c y A c t a n d P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e i n s t r u c t i o n s . e- f i l e Na m e o f f i l e r Na m e a n d t i t l e o f o f f i c e r o r p e r s o n s u b j e c t t o t a x ~~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Da t e ER O ' s s i g n a t u r e Da t e Fo r m ( 2 0 2 5 ) Cr e a t e d 5 / 1 / 2 5 Ch e c k t h e b o x f o r t h e r e t u r n f o r w h i c h y o u a r e u s i n g t h i s F o r m 88 7 9 - T E a n d e n t e r t h e a p p l i c a b l e a m o u n t , i f a n y , f r o m t h e r e t u r n . F o r m 8 0 3 8 - C P a n d Fo r m 5 3 3 0 f i l e r s m a y e n t e r d o l l a r s a n d c e n t s . F o r a l l o t h e r f o r m s , e n t e r w h o l e d o l l a rs o n l y . I f y o u c h e c k t h e b o x o n l i n e or b e l o w , a n d t h e a m o u n t o n t h a t l i n e f o r t h e r e t u r n b e i n g f i l e d w i t h t h i s f o r m w a s b l a n k , t h e n l e a v e l i n e o r wh i c h e v e r i s a p p l i c a b l e , b l a n k ( d o n o t e n t e r - 0 - ) . B u t , i f y o u e n t e r e d - 0 - o n t h e r e t u r n , t h e n e n t e r - 0 - o n t h e a p p l i c a b l e l i n e b e l o w . c o m p l e t e m o r e th a n o n e l i n e i n P a r t I . c h e c k h e r e c h e c k h e r e c h e c k h e r e ~~ ~ i f a n y ( F o r m 9 9 0 , P a r t V II I , c o l u m n ( A ) , l i n e 1 2 ) ~~ ~ ~ ~ ~ ~ i f a n y ( F o r m 9 9 0 - E Z , l i n e 9 ) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ (F o r m 1 1 2 0 - P O L , l i n e 2 2 ) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ c h e c k h e r e c h e c k h e r e ~ ( F o r m 9 9 0 - P F , P a r t V , l i n e 5 ) ~~ ( F o r m 8 8 6 8 , l i n e 3 c ) c h e c k h e r e ~ ~ ( F o r m 9 9 0 - T , P a r t II I , l i n e 4 ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ch e c k h e r e ~ ~ ( F o r m 4 7 2 0 , P a r t II I , l i n e 1 ) c h e c k h e r e ~ ~ ( F o r m 5 2 2 7 , I t e m D ) ~ ~ ~ ~ ~ ~ ~ ~ ~ c h e c k h e r e ~ ~ ( F o r m 5 3 3 0 , P a r t I I , l i n e 1 9 ) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ c h e c k h e r e ( F o r m 8 0 3 8 - C P , P a r t II I , l i n e 2 2 ) Un d e r p e n a l t i e s o f p e r j u r y , I d e c l a r e t h a t I a m a n o f f i c e r o f t h e ab o v e e n t i t y o r I a m a p e r s o n s u b j e c t t o t a x w i t h r e s p e c t t o ( n am e of e n t i t y ) , ( E I N ) a n d t h a t I h a v e e x a m i n e d a c o p y o f t h e 20 2 5 e l e c t r o n i c r e t u r n a n d a c c o m p a n y i n g s c h e d u le s a n d s t a t e m e n t s , a n d , t o t h e b e s t o f my k n o w l e d g e a n d b e l i e f , t h e y a r e t r u e , c or r e c t , a n d co m p l e t e . I f u r t h e r d e c l a r e t h a t t h e a m o u n t i n P a r t I a b o v e i s th e a m o u n t s h o w n o n t h e c o p y o f t h e e l e c t r o n i c r e t u r n . I c o n s e n t t o a l l o w m y in t e r m e d i a t e s e r v i c e p r o v i d e r , t r a n s m i t t e r , o r e l e c t r o n i c r e t u r n or i g i n a t o r ( E R O ) t o s e n d t h e r e t u r n t o t h e I R S a n d t o r e c e i v e fr o m t h e I R S a n ac k n o w l e d g e m e n t o f r e c e i p t o r r e a s o n f o r r e j e c t i o n o f t h e t r a n s m is s i o n , t h e r e a s o n f o r a n y d e l a y in p r o c e s s i n g t h e r e t u r n o r r e fu n d , a n d t h e d a t e of a n y r e f u n d . I f a p p l i c a b l e , I a u t h o r i z e t h e U . S . T r e a s u r y a n d i t s d e s i g n a t e d F i n a n c ia l A g e n t t o i n i t i a t e a n e l e c t r o n i c f u n d s wi t h d r a w a l ( d i r e c t d e b i t ) en t r y t o t h e f i n a n c i a l i n s t i t u t i o n a c c o u n t i n d i c a t e d i n t h e t a x p r ep a r a t i o n s o f t w a r e f o r p a y m e n t o f t h e f e d e r a l t a x e s o w e d o n t hi s r e t u r n , a n d t h e fi n a n c i a l i n s t i t u t i o n t o d e b i t t h e e n t r y t o t h i s a c c o u n t . T o r e v o k e a p a y m e n t , I m u s t c o n t a c t t h e U . S . T r e a s u r y F i n a n c i a l A g e n t a t 1 - 8 8 8 - 3 5 3 - 4 5 3 7 n o la t e r t h a n 2 b u s i n e s s d a y s p r i o r t o t h e p a y m e n t ( s e t t l e m e n t ) d a t e . I a l s o a u t h o r i z e t h e f i n a n c i a l i n s t i t u t i o n s i n v o l v e d i n t h e pr o c e s s i n g o f t h e e l e c t r o n i c pa y m e n t o f t a x e s t o r e c e i v e c o n f i d e n t i a l i n f o r m a t i o n n e c e s s a r y t o a n s w e r i n q u i r i e s a n d r e s o l v e i ss u e s r e l a t e d t o t h e p a y m e n t . I h a v e s e l e c t e d a pe r s o n a l i d e n t i f i c a t i o n n u m b e r ( P I N ) a s m y s i g n a t u r e f o r t h e e l ec t r o n i c r e t u r n a n d , i f a p p l i c a b l e , t h e c o n s e n t t o e l e c t r o n i c f u nd s w i t h d r a w a l . I a u t h o r i z e to e n t e r m y P I N as m y s i g n a t u r e o n t h e t a x y e a r 2 0 2 5 e l e c t r o n i c a l l y f i l e d r e t u r n . I f I h a v e i n d i c a t e d w i t h i n t h i s r e t u r n t h a t a c o p y o f t h e r e t ur n i s b e i n g f i l e d wi t h a s t a t e a g e n c y ( i e s ) r e g u l a t i n g c h a r i t i e s a s p a r t o f t h e I R S F e d / S t a t e p r o g r a m , I a l s o a u t h o r i z e t h e a f o r e m e n t i o n e d E R O t o en t e r m y P I N on t h e r e t u r n ' s d i s c l o s u r e c o n s e n t s c r e e n . As a n o f f i c e r o r p e r s o n s u b j e c t t o t a x w i t h r e s p e c t t o t h e e n t i t y , I w i l l e n t e r m y P I N a s m y s i g n a t u r e o n t h e t a x y e a r 20 2 5 e l e c t r o n i c a l l y f i l e d re t u r n . I f I h a v e i n d i c a t e d w i t h i n t h i s r e t u r n t h a t a c o p y o f th e r e t u r n i s b e i n g f i l e d w i t h a st a t e a g e n c y ( i e s ) r e g u l a t i n g c h a ri t i e s a s p a r t o f t h e IR S F e d / S t a t e p r o g r a m , I w i l l e n t e r m y P I N o n t h e r e t u r n ' s d i s c l o s u r e c o n s e n t s c r e e n . En t e r y o u r s i x - d i g i t e l e c t r o n i c f i l i n g i d e n t i f i c a t i o n nu m b e r ( E F I N ) f o l l o w e d b y y o u r f i v e - d i g i t s e l f - s e l e c t e d P I N . I c e r t i f y t h a t t h e a b o v e n u m e r i c e n t r y i s m y P I N , w h i c h i s m y s i g n a t u r e o n t h e 2 0 2 5 e l e c t r o n i c a l l y f i l e d r e t u r n i n d i c a t e d a b o v e . I c o n f i r m t h a t I a m su b m i t t i n g t h i s r e t u r n i n a c c o r d a n c e w i t h t h e r e q u i r e m e n t s o f Mo d e r n i z e d e - F i l e ( M e F ) I n f o r m a t i o n f o r A u t h o r i z e d I R S P r o v i d e r s fo r Bu s i n e s s R e t u r n s . LH A Pa r t I T y p e o f R e t u r n a n d R e t u r n I n f o r m a t i o n Pa r t I I D e c l a r a t i o n a n d S i g n a t u r e A u t h o r i z a t i o n o f O f f i c e r o r P e r s o n S u b j e c t t o T a x Pa r t I I I C e r t i f i c a t i o n a n d A u t h e n t i c a t i o n ER O M u s t R e t a i n T h i s F o r m - S e e I n s t r u c t i o n s Do N o t S u b m i t T h i s F o r m t o t h e I R S U n l e s s R e q u e s t e d T o D o S o 88 7 9 - T E IR S E - f i l e S i g n a t u r e A u t h o r i z a t i o n fo r a T a x - E x e m p t E n t i t y 88 7 9 - T E 20 2 5 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 NI C O L E K O S T E L E C K Y BO A R D P R E S I D E N T X 1 , 0 9 1 , 4 4 3 . X X 84 3 4 9 5 5 0 1 3 2 De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e Fi l e b y t h e du e d a t e f o r fil i n g y o u r re t u r n . S e e in s t r u c t i o n s . 52 3 8 4 1 0 4 - 0 1 - 2 5 F i l e a s e p a r a t e a p p l i c a t i o n f o r e a c h r e t u r n . G o t o w w w . i r s . g o v / F o r m 8 8 6 8 f o r t h e l a t e s t i n f o r m a t i o n . El e c t r o n i c f i l i n g ( e - f i l e ) . Ca u t i o n : Pa r t I - I d e n t i f i c a t i o n Ty p e o r Pr i n t Ap p l i c a t i o n I s F o r R e t u r n Co d e Ap p l i c a t i o n I s F o r R e t u r n Co d e Pa r t I I - A u t o m a t i c E x t e n s i o n o f T i m e T o F i l e f o r E x e m p t O r g a n i z a t i o n s ( s e e i n s t r u c t i o n s ) 123a b c 3a3b3c $$$ Ba l a n c e d u e . Fo r P r i v a c y A c t a n d P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e i n s t r u c t i o n s . 8 8 6 8 Fo r m (R e v . J a n u a r y 2 0 2 5 ) OM B N o . 1 5 4 5 - 0 0 4 7 Yo u c a n e l e c t r o n i c a l l y f i l e F o r m 8 8 6 8 t o r e q u e s t u p t o a 6 - m o n t h e x t e n s i o n of t i m e t o f i l e a n y o f t h e f o r m s lis t e d b e l o w e x c e p t f o r F o r m 8 8 7 0 , I n f o r m a t i o n Re t u r n f o r T r a n s f e r s A s s o c i a t e d W i t h C e r t ai n P e r s o n a l B e n e f i t C o n t r a c t s . A n e x t e ns i o n re q u e s t f o r F o r m 8 8 7 0 m u s t b e s e n t t o t h e I R S i n a p a p e r f o r m at ( s e e i n s t r u c t i o n s ) . F o r m o r e d e t a i l s o n t h e e l e c t r o n i c f il i n g o f F o r m 88 6 8 , v i s i t ww w . i r s . g o v / e - f i l e - p r o v i d e rs / e - f i l e - f o r - c h a r i t i e s - a n d - n o n - p r o f i t s . If y o u a r e g o i n g t o m a k e a n e l ec t r o n i c f u n d s w i t h d r a w a l ( d i r e c t d e b i t ) w i t h t h is F o r m 8 8 6 8 , s e e F o r m 8 4 5 3 - T E a n d F o r m 8 8 7 9 - T E f or p a y m e n t in s t r u c t i o n s . Al l c o r p o r a t i o n s r e q u i r e d t o f i l e a n i n c o me t a x r e t u r n o t h e r t h a n F o rm 9 9 0 - T ( i n c l u d i n g 1 1 2 0 - C f i l e r s ) , p a r t n e r s h i p s , R E M I C s , a nd t r u s t s mu s t u s e F o r m 7 0 0 4 t o r e q u e s t a n e x t e n s i o n o f t i m e t o f i l e i n c o m e t a x r e t u r n s . Na m e o f e x e m p t o r g a n i z a t i o n , e m p l o y e r , o r o t h e r f i l e r , s e e i n s t r u c t i o n s . T a x p a y e r i d e n t i f i c a t i o n n u m b e r ( T I N ) Nu m b e r , s t r e e t , a n d r o o m o r s u i t e n o . I f a P . O . b o x , s e e i n s t r u c t i o n s . Ci t y , t o w n o r p o s t o f f i c e , s t a t e , a n d Z I P c o de . F o r a f o r e i g n a d d r e s s , s e e i n s t r u c t i o n s . En t e r t h e R e t u r n C o d e f o r t h e r e t u r n t h a t t h i s a p p l i c a t i o n i s f o r ( f i l e a s e p a r a t e a p p l i c a t i o n f o r e a c h r e t u r n ) Fo r m 9 9 0 o r F o r m 9 9 0 - E Z Fo r m 4 7 2 0 ( i n d i v i d u a l ) Fo r m 9 9 0 - P F 01030405060708 Fo r m 4 7 2 0 ( o t h e r t h a n i n d i v i d u a l ) 0 9 101112131415 Fo r m 5 2 2 7 Fo r m 6 0 6 9 Fo r m 8 8 7 0 Fo r m 5 3 3 0 ( i n d i v i d u a l ) Fo r m 9 9 0 - T ( s e c . 4 0 1 ( a ) o r 4 0 8 ( a ) t r u s t ) Fo r m 9 9 0 - T ( t r u s t o t h e r t h a n a b o v e ) Fo r m 9 9 0 - T ( c o r p o r a t i o n ) F o r m 5 3 3 0 ( o t h e r t h a n i n d i v i d u a l ) Fo r m 9 9 0 - T ( g o v e r n m e n t a l e n t i t i e s ) Fo r m 1 0 4 1 - A ¥ A f t e r y o u e n t e r y o u r R e t u r n C o d e , c o m p l e t e e i t h e r P a r t I I o r P a r t I I I . P a r t I I I , i n c l u d i n g s i g n a t u r e , i s a p p l i c a b l e o n l y f o r a n e x t e n s i o n o f ¥tim e t o f i l e F o r m 5 3 3 0 . If t h i s a p p l i c a t i o n i s f o r a n e x t e n s i o n o f t i m e t o fil e F o r m 5 3 3 0 , y o u m u s t e n t e r t h e f o l l o w i n g i n f o r m a t i o n . Pl a n N a m e Pl a n N u m b e r Pl a n Y e a r E n d i n g ( M M / D D / Y Y Y Y ) Th e b o o k s a r e i n t h e c a r e o f Te l e p h o n e N o . F a x N o . ¥ I f t h e o r g a n i z a t i o n d o e s n o t h a v e an o f f i c e o r p l a c e o f b u s i n e s s i n t h e U n i t e d S t a t e s , ch e c k t h i s b o x ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ¥ I f t h i s i s f o r a G r o u p R e t u r n , e n t e r t h e o r g a n i z a t i o n ' s f o u r - d i g i t G r o u p E x e m p t i o n N u m b e r ( G E N ) . I f t h i s i s f o r t h e w h o l e g r o u p , c h e c k t h i s bo x . I f i t i s f o r p a r t o f t h e g r o u p , c h e c k t h i s b o x a n d a t t a c h a l i s t w i t h t h e n a m e s a n d T I N s o f a l l m e m b e r s t h e e x t e n s i o n i s f o r. I r e q u e s t a n a u t o m a t i c 6 - m o n t h e x t e n s i o n o f t i m e u n t i l , 2 0 , t o f i l e t h e e x e m p t o r g a n i z a t i o n r e t u r n f o r th e o r g a n i z a t i o n n a m e d a b o v e . T h e e x t e n s i o n i s f o r t h e o r g a n i z a t i o n ' s r e t u r n f o r : ca l e n d a r y e a r 2 0 o r ta x y e a r b e g i n n i n g , 2 0 , a n d e n d i n g . , 2 0 If t h e t a x y e a r e n t e r e d i n l i n e 1 i s f o r l e s s t h a n 1 2 m o n t h s , c h e c k r e a s o n : I n i t i a l r e t u r n F i n a l r e t u r n Ch a n g e i n a c c o u n t i n g p e r i o d If t h i s a p p l i c a t i o n i s f o r F o r m s 9 9 0 - P F , 9 9 0 - T, 4 7 2 0 , o r 6 0 6 9 , e n t e r t h e t e n t a t i v e t a x , l e s s an y n o n r e f u n d a b l e c r e d i t s . S e e i n s t r u c t i o n s . If t h i s a p p l i c a t i o n i s f o r F o r m s 9 9 0 - P F , 9 9 0 - T , 47 2 0 , o r 6 0 6 9 , e n t e r a n y r e f u n d a b l e c r e d i t s a n d es t i m a t e d t a x p a y m e n t s m a d e . I n c l u d e a n y p r i o r y e a r o v e r p a y m e n t a l l o w e d a s a c r e d i t . S u b t r a c t l i n e 3 b f r o m l i n e 3 a . I n c l u d e y o u r p a y m e n t w i t h t h i s f o r m , i f r e q u i r e d , b y us i n g E F T P S ( E l e c t r o n i c F e d e r a l T a x P a y m e n t S y s t e m ) . S e e i n s t r u c t i o n s . Fo r m ( R e v . 1 - 2 0 2 5 ) LH A Ap p l i c a t i o n f o r E x t e n s i o n o f T i m e T o F i l e a n E x e m p t O r g a n i z a t i o n Re t u r n o r E x c i s e T a x e s R e l a t e d t o E m p l o y e e B e n e f i t P l a n s 88 6 8 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 P. O . B O X 3 4 6 WH E A T R I D G E , C O 8 0 0 3 4 01 TH E O R G A N I Z A T I O N P. O . B O X 3 4 6 - W H E A T R I D G E , C O 8 0 0 3 4 72 0 - 2 5 9 - 1 0 3 0 NO V E M B E R 1 5 2 6 X 2 5 0.0.0. Ch e c k ifse l f - e m p l o y e d De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e Ch e c k i f ap p l i c a b l e : Ad d r e s s ch a n g e Na m e ch a n g e In i t i a l re t u r n Fi n a l re t u r n / te r m i n - at e d Gr o s s r e c e i p t s $ Am e n d e d re t u r n Ap p l i c a - tio n pe n d i n g Ar e a l l s u b o r d i n a t e s i n c l u d e d ? 53 2 0 0 1 1 2 - 1 5 - 2 5 OM B N o . 1 5 4 5 - 0 0 4 7 Be g i n n i n g o f C u r r e n t Y e a r Pa i d Pr e p a r e r Us e O n l y Un d e r s e c t i o n 5 0 1 ( c ) , 5 2 7 , o r 4 9 4 7 ( a ) ( 1 ) o f t h e I n t e r n a l R e v e n u e C o d e ( e x c e p t p r i v a t e f o u n d a t i o n s ) Do n o t e n t e r s o c i a l s e c u r i t y n u m b e r s o n t h i s f o r m a s i t m a y b e m a d e p u b l i c . Op e n t o P u b l i c In s p e c t i o n Go t o w w w . i r s . g o v / F o r m 9 9 0 f o r i n s t r u c t i o n s a n d t h e l a t e s t i n f o r m a t i o n . an d e n d i n g A F o r t h e 2 0 2 5 c a l e n d a r y e a r , o r t a x y e a r b e g i n n i n g B C D E m p l o y e r i d e n t i f i c a t i o n n u m b e r EGH( a ) H( b ) H( c ) F Ye s N o Ye s N o IJK We b s i t e : L M 1234567 34567a7b ab Activities & Governance Pr i o r Y e a r C u r r e n t Y e a r 8910111213141516171819 Revenue ab Expenses En d o f Y e a r 202122 Si g n He r e Ye s N o Fo r P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e t h e s e p a r a t e i n s t r u c t i o n s . (o r P . O . b o x i f m a i l i s n o t d e l i v e r e d t o s t r e e t a d d r e s s ) R o o m / s u i t e ) 50 1 ( c ) ( 3 ) 5 0 1 ( c ) ( ( i n s e r t n o . ) 4 9 4 7 ( a ) ( 1 ) o r 5 2 7 Co r p o r a t i o n T r u s t A s s o c i a t i o n O t h e r Fo r m o f o r g a n i z a t i o n : Ye a r o f f o r m a t i o n : S t a t e o f l e g a l d o m i c i l e : Net Assets orFund BalancesUn d e r p e n a l t i e s o f p e r j u r y , I d e c l a r e t h a t I h a v e e x a m i n e d t h i s r e t u r n , i n c l u d i n g a c c o m p a n y i n g s c h e d u l e s a n d s t a t e m e n t s , a n d t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , i t i s tr u e , c o r r e c t , a n d c o m p l e t e . D e c l a r a t i o n o f p r e p a r e r ( o t h e r t h a n o f f i c e r ) i s b a s e d o n a l l i n f o r m a t i o n o f w h i c h p r e p a r e r h a s a n y k n o w l e d g e . Si g n a t u r e o f o f f i c e r Da t e Ty p e o r p r i n t n a m e a n d t i t l e Da t e PT I N Pr e p a r e r ' s n a m e P r e p a r e r ' s s i g n a t u r e Fi r m ' s n a m e Fi r m ' s E I N Fi r m ' s a d d r e s s Ph o n e n o . Cr e a t e d 4 / 3 0 / 2 5 Fo r m Na m e o f o r g a n i z a t i o n Do i n g b u s i n e s s a s Nu m b e r a n d s t r e e t T e l e p h o n e n u m b e r Cit y o r t o w n , s t a t e o r p r o v i n c e , c o u n t r y , a n d Z I P o r f o r e i g n p o s t a l c o d e Is t h i s a g r o u p r e t u r n fo r s u b o r d i n a t e s ? Na m e a n d a d d r e s s o f p r i n c i p a l o f f i c e r : ~~ If " N o , " a t t a c h a l i s t . S e e i n s t r u c t i o n s Gr o u p e x e m p t i o n n u m b e r Ta x - e x e m p t s t a t u s : Br i e f l y d e s c r i b e t h e o r g a n i z a t i o n ' s m i s s i o n o r m o s t s i g n i f i c a n t a c t i v i t i e s : Ch e c k t h i s b o x i f t h e o r g a n i z a t i o n d i s c o n t i n u e d i t s o p e r a t i o n s o r d i s p o s e d o f m o r e t h a n 2 5 % o f i t s n e t a s s e t s . Nu m b e r o f v o t i n g m e m b e r s o f t h e g o v e r n i n g b o d y ( P a r t V I , l i n e 1 a ) Nu m b e r o f i n d e p e n d e n t v o t i n g m e m b e r s o f t h e g o v e r n i n g b o d y ( P a r t V I , l i n e 1 b ) To t a l n u m b e r o f i n d i v i d u a l s e m p l o y e d i n c a l e n d a r y e a r 2 0 2 5 ( P a r t V , l i n e 2 a ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ To t a l n u m b e r o f v o l u n t e e r s ( e s t i m a t e i f n e c e s s a r y ) To t a l u n r e l a t e d b u s i n e s s r e v e n u e f r o m P a r t V I I I , c o l u m n ( C ) , l i n e 1 2 Ne t u n r e l a t e d b u s i n e s s t a x a b l e i n c o m e f r o m F o r m 9 9 0 - T , P a r t I , l i n e 1 1 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Co n t r i b u t i o n s a n d g r a n t s ( P a r t V I I I , l i n e 1 h ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Pr o g r a m s e r v i c e r e v e n u e ( P a r t V I I I , l i n e 2 g ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ In v e s t m e n t i n c o m e ( P a r t V I I I , c o l u m n ( A ) , l i n e s 3 , 4 , a n d 7 d ) Ot h e r r e v e n u e ( P a r t V I I I , c o l u m n ( A ) , l i n e s 5 , 6 d , 8 c , 9 c , 1 0 c , a n d 1 1 e ) ~~ ~ ~ ~ ~ ~ ~ To t a l r e v e n u e - a d d l i n e s 8 t h r o u g h 1 1 ( m u s t e q u a l P a r t V I I I , c o l u m n ( A ) , l i n e 1 2 ) Gr a n t s a n d s i m i l a r a m o u n t s p a i d ( P a r t I X , c o l u m n ( A ) , l i n e s 1 - 3 ) Be n e f i t s p a i d t o o r f o r m e m b e r s ( P a r t I X , c o l u m n ( A ) , l i n e 4 ) Sa l a r i e s , o t h e r c o m p e n s a t i o n , e m p l o y e e b e n e f i t s ( P a r t I X , c o l u m n ( A ) , l i n e s 5 - 1 0 ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ Pr o f e s s i o n a l f u n d r a i s i n g f e e s ( P a r t I X , c o l u m n ( A ) , l i n e 1 1 e ) To t a l f u n d r a i s i n g e x p e n s e s ( P a r t I X , c o l u m n ( D ) , l i n e 2 5 ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ot h e r e x p e n s e s ( P a r t I X , c o l u m n ( A ) , l i n e s 1 1 a - 1 1 d , 1 1 f - 2 4 e ) To t a l e x p e n s e s . A d d l i n e s 1 3 - 1 7 ( m u s t e q u a l P a r t I X , c o l u m n ( A ) , l i n e 2 5 ) Re v e n u e l e s s e x p e n s e s . S u b t r a c t l i n e 1 8 f r o m l i n e 1 2 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ To t a l a s s e t s ( P a r t X , l i n e 1 6 ) To t a l l i a b i l i t i e s ( P a r t X , l i n e 2 6 ) Ne t a s s e t s o r f u n d b a l a n c e s . S u b t r a c t l i n e 2 1 f r o m l i n e 2 0 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ma y t h e I R S d i s c u s s t h i s r e t u r n w i t h t h e p r e p a r e r s h o w n a b o v e ? S e e i n s t r u c t i o n s LH A Fo r m ( 2 0 2 5 ) Pa r t I S u m m a r y Si g n a t u r e B l o c k Pa r t I I 99 0 Re t u r n o f O r g a n i z a t i o n E x e m p t F r o m I n c o m e T a x 99 0 20 2 5 EX T E N D E D T O N O V E M B E R 1 6 , 2 0 2 6 WH E A T R I D G E 2 0 2 0 , I N C . LO C A L W O R K S 5 6 - 2 5 5 0 1 3 2 P. O . B O X 3 4 6 7 2 0 - 2 5 9 - 1 0 3 0 1, 4 3 4 , 1 5 1 . WH E A T R I D G E , C O 8 0 0 3 4 NI C O L E K O S T E L E C K Y X SA M E A S C A B O V E X WW W . W E A R E L O C A L W O R K S . O R G X 2 0 0 5 C O WH E A T R I D G E 2 0 2 0 , I N C . D B A LO C A L W O R K S A D V A N C E S W H E A T R I D G E , C O L O R A D O , A S A V I B R A N T A N D 14147 25 00.0. 58 7 , 3 8 4 . 9 5 0 , 8 5 0 . 60 , 2 2 4 . 1 1 7 , 0 1 8 . 33 , 9 3 0 . 2 6 , 4 1 5 . -3 , 8 0 5 . - 2 , 8 4 0 . 67 7 , 7 3 3 . 1 , 0 9 1 , 4 4 3 . 24 , 7 4 9 . 1 4 , 9 0 8 . 0. 0 . 32 5 , 9 5 7 . 4 3 0 , 0 5 6 . 0. 0 . 25 , 3 7 9 . 54 6 , 1 3 1 . 4 9 1 , 4 3 9 . 89 6 , 8 3 7 . 9 3 6 , 4 0 3 . -2 1 9 , 1 0 4 . 1 5 5 , 0 4 0 . 1, 9 6 5 , 6 9 5 . 2 , 6 5 7 , 7 7 6 . 21 6 , 3 9 2 . 4 3 , 7 0 5 . 1, 7 4 9 , 3 0 3 . 2 , 6 1 4 , 0 7 1 . NI C O L E K O S T E L E C K Y , B O A R D P R E S I D E N T JE R E M Y J . R Y A N J E R E M Y J . R Y A N P0 0 1 8 6 6 4 1 WA T S O N C O O N R Y A N , L L C 8 2 - 3 5 4 3 7 0 1 60 2 5 S O U T H Q U E B E C S T R E E T , S U I T E 2 6 0 CE N T E N N I A L , C O 8 0 1 1 1 3 0 3 - 7 9 2 - 3 0 2 0 X SE E S C H E D U L E O F O R O R G A N I Z A T I O N M I S S I O N S T A T E M E N T C O N T I N U A T I O N Co d e : E x p e n s e s $ i n c l u d i n g g r a n t s o f $ R e v e n u e $ Co d e : E x p e n s e s $ i n c l u d i n g g r a n t s o f $ R e v e n u e $ Co d e : E x p e n s e s $ i n c l u d i n g g r a n t s o f $ R e v e n u e $ Ex p e n s e s $ i n c l u d i n g g r a n t s o f $ R e v e n u e $ 53 2 0 0 2 1 2 - 1 5 - 2 5 1234 Ye s N o Ye s N o 4a4b4c4d4e Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t I I I Br i e f l y d e s c r i b e t h e o r g a n i z a t i o n ' s m i s s i o n : Di d t h e o r g a n i z a t i o n u n d e r t a k e a n y s i g n i f i c a n t p r o g r a m s e r v i c e s d u r i n g t h e y e a r w h i c h w e r e n o t l i s t e d o n t h e pr i o r F o r m 9 9 0 o r 9 9 0 - E Z ? If " Y e s , " d e s c r i b e t h e s e n e w s e r v i c e s o n S c h e d u l e O . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n c e a s e c o n d u c t i n g , o r m a k e s i g n i f i c a n t c h a n g e s i n h o w i t c o n d u c t s , a n y p r o g r a m s e r v i c e s ? If " Y e s , " d e s c r i b e t h e s e c h a n g e s o n S c h e d u l e O . ~~ ~ ~ ~ ~ De s c r i b e t h e o r g a n i z a t i o n ' s p r o g r a m s e r v i c e a c c o m p l i s h m e n t s f o r e a ch o f i t s t h r e e l a r g e s t p r o g r a m se r v i c e s , a s m e a s u r e d b y e x p e ns e s . Se c t i o n 5 0 1 ( c ) ( 3 ) a n d 5 0 1 ( c ) ( 4 ) o r g a n i z a t i o n s a r e r e q u i r e d t o r e p o r t t h e a m o u n t o f g r a n ts a n d a l l o c a t i o n s t o o t h e r s , t h e t o t a l ex p e n s e s , a n d re v e n u e , i f a n y , f o r e a c h p r o g r a m s e r v i c e r e p o r t e d . ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) Ot h e r p r o g r a m s e r v i c e s ( D e s c r i b e o n S c h e d u l e O . ) ( ) ( ) To t a l p r o g r a m s e r v i c e e x p e n s e s Fo r m ( 2 0 2 5 ) 2 St a t e m e n t o f P r o g r a m S e r v i c e A c c o m p l i s h m e n t s Pa r t I I I 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 X WH E A T R I D G E 2 0 2 0 , I N C . D B A L O C A L W O R K S A D V A N C E S W H E A T R I D G E , C O L O R A D O , AS A V I B R A N T A N D S U S T A I N A B L E C O M M U N I T Y . L O C A L W O R K S F O C U S E S O N PR O V I D I N G P R O G R A M S A N D R E S O U R C E S T H A T E N H A N C E E C O N O M I C D E V E L O P M E N T , NE I G H B O R H O O D R E V I T A L I Z A T I O N , C I V I C E N G A G E M E N T A N D A R T S A N D C U L T U R E . XX 30 2 , 3 0 0 . 3 3 , 3 1 6 . SP E C I A L E V E N T S , B U S I N E S S P R O M O T I O N , B U S I N E S S S T A B I L I T Y DE S C R I P T I O N : L O C A L W O R K S P R O V I D E D T H R E E L A R G E C O M M U N I T Y E V E N T S , T H E 3 8 T H AV E N U E B U S I N E S S B L O C K P A R T Y , R I D G E F E S T A N D T H E M I D - C E N T U R Y A N D M O D E R N HO M E T O U R . L O C A L W O R K S A L S O P R O V I D E D B U I L D I N G U P B U S I N E S S L O A N S , SU P P O R T I N G L O C A L W H E A T R I D G E B U S I N E S S E S W I T H B O T H B R I C K A N D M O R T A R IM P R O V E M E N T S A N D I N T E R N A L P R O C E S S I N G I M P R O V E M E N T S . L O C A L W O R K S A L S O HO S T E D A G O L F T O U R N A M E N T I N S E P T E M B E R , O V E R $ 1 8 , 4 8 0 W A S R A I S E D T O SU P P O R T T H E L O C A L W O R K S M I S S I O N . 52 , 3 3 8 . 5 , 9 0 8 . CO M M U N I T Y E N G A G E M E N T , P R O M O T I O N O F V O L U N T E E R I S M A N D C L E A N E R C O M M U N I T I E S DE S C R I P T I O N : L O C A L W O R K S P R O V I D E S B L O C K P A R T Y G R A N T S , A B L O C K P A R T Y LI B R A R Y H O U S E D W I T H E Q U I P M E N T F O R W H E A T R I D G E R E S I D E N T S T O C H E C K O U T FO R F R E E , T L C C L E A N U P D A Y S , N E I G H B O R H O O D D U M P S T E R G R A N T S A N D 1 0 L I V E LO C A L E V E N T S P R O M O T E C O M M U N I T Y , E N G A G E M E N T , V O L U N T E E R I S M , W H I L E PR O M O T I N G C L E A N E R A N D S A F E R C O M M U N I T I E S . T H E R E W E R E 1 5 N E I G H B O R H O O D DU M P S T E R G R A N T S T H A T N E I G H B O R S G A T H E R E D A N D F I L L E D D U M P S T E R S W I T H DE B R I S A N D J U N K , C O M I N G T O G E T H E R A N D B E A U T I F Y I N G T H E I R N E I G H B O R H O O D . TH E R E W E R E F O U R T L C D U M P S T E R D A Y S I N P A R T N E R S H I P W I T H T H E C I T Y O F W H E A T RI D G E P O L I C E D E P A R T M E N T , 1 5 B L O C K P A R T Y G R A N T S U P T O $ 1 5 0 E A C H T O PR O M O T E N E I G H B O R S T O G A T H E R T O G E T H E R T O B E T T E R R E T A I N R E S I D E N T S I N T H E CI T Y O F W H E A T R I D G E . L O C A L W O R K S A L S O H O S T E D 1 0 L I V E L O C A L E V E N T S , 32 1 , 5 9 9 . 9 , 0 0 0 . 8 3 , 7 0 2 . MA K E R S P A C E DE S C R I P T I O N : L O C A L W O R K S O P E R A T E D F O R A F U L L 3 6 5 D A Y S C L E A R C R E E K MA K E R S P A C E , A 7 5 0 0 S Q U A R E F O O T S P A C E D O N A T E D B Y T H E C I T Y O F W H E A T RI D G E . T H E S P A C E I N C L U D E S A F A B R I C A T I O N S H O P , W O O D S H O P A N D M E T A L S H O P . TH E M A K E R S P A C E R U N S O N A P A I D M E M B E R S H I P S T R U C T U R E , B U T O F F E R S M A N Y FR E E C L A S S E S T O T H E P U B L I C A N D M E M B E R S A N D H O S T S C O M M U N I T Y E V E N T S . T H E MA K E R S P A C E R E C E I V E D A $ 2 0 0 , 0 0 0 G R A N T I N C O N G R E S S I O N A L L Y D I R E C T E D SP E N D I N G , $ 1 0 0 , 0 0 0 T O G O T O P R O G R A M M I N G S U P P O R T , I N C L U D I N G S T A F F SU P P O R T , A S W E L L A S $ 1 0 0 , 0 0 0 G O I N G T O E Q U I P M E N T U P G R A D E S . T H E MA K E R S P A C E A L S O B E G A N A N 8 0 0 A M P P O W E R U P G R A D E I N Q 4 O F 2 0 2 5 T O H O U S E NE W , S T R O N G E R E Q U I P M E N T A N D P R E P A R E F O R A N E X P A N S I O N . A S M A L L P O R T I O N OF E X P E N S E S W E R E I N C U R R E D I N T H E 2 0 2 5 Y E A R F O R T H I S 8 0 0 A M P P O W E R 67 6 , 2 3 7 . SE E S C H E D U L E O F O R C O N T I N U A T I O N ( S ) 53 2 0 0 3 1 2 - 1 5 - 2 5 Ye s N o 12345678910111213141516171819 12345678910 Se c t i o n 5 0 1 ( c ) ( 3 ) o r g a n i z a t i o n s . abcdefab 11 a 11 b 11 c 11 d 11 e 11 f 12 a 12 b 13 14 a 14 b 1516171819 20 a 20 b 21 ab 2021 ab If " Y e s , " c o m p l e t e S c h e d u l e A Sc h e d u l e B , S c h e d u l e o f C o n t r i b u t o r s If " Y e s , " c o m p l e t e S c h e d u l e C , P a r t I If " Y e s , " c o m p l e t e S c h e d u l e C , P a r t I I If " Y e s , " c o m p l e t e S c h e d u l e C , P a r t I I I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t I I If " Y e s , " c o m p l e t e Sc h e d u l e D , P a r t I I I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t I V If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t V If " Y e s , " c o m p l e t e S c h e d u l e D , Pa r t V I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t V I I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t V I I I If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t I X If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t X If " Y e s , " c o m p l e t e S c h e d u l e D , P a r t X If " Y e s , " c o m p l e t e Sc h e d u l e D , P a r t s X I a n d X I I If " Y e s , " a n d i f t h e o r g a n i z a t i o n a n s w e r e d " N o " t o l i n e 1 2 a , t h e n c o m p l e t i n g S c h e d u l e D , P a r t s X I a n d X I I i s o p t i o n a l If " Y e s , " c o m p l e t e S c h e d u l e E If " Y e s , " c o m p l e t e S c h e d u l e F , P a r t s I a n d I V If " Y e s , " c o m p l e t e S c h e d u l e F , P a r t s I I a n d I V If " Y e s , " c o m p l e t e S c h e d u l e F , P a r t s I I I a n d I V If " Y e s , " c o m p l e t e S c h e d u l e G , P a r t I . If " Y e s , " c o m p l e t e S c h e d u l e G , P a r t I I If " Y e s , " co m p l e t e S c h e d u l e G , P a r t I I I If " Y e s , " c o m p l e t e S c h e d u l e H If " Y e s , " c o m p l e t e S c h e d u l e I , P a r t s I a n d I I Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Is t h e o r g a n i z a t i o n d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 3 ) o r 4 9 4 7 ( a ) ( 1 ) ( o t h e r t h a n a p r i v a t e f o u n d a t i o n ) ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Is t h e o r g a n i z a t i o n r e q u i r e d t o c o m p l e t e ? S e e i n s t r u c t i o n s Di d t h e o r g a n i z a t i o n e n g a g e i n d i r e c t o r i n d i r e c t p o l i t i c a l c a m p a i g n a c t i v i t i e s o n b e h a l f o f o r i n o p p o s i t i o n t o c a n d i d a t e s f o r pu b l i c o f f i c e ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ D i d t h e o r g a n i z a t i o n e n g a g e i n l o b b y i n g a c t i v i t i e s , o r h a v e a s e c t i o n 5 0 1 ( h ) e l e c t i o n i n e f f e c t du r i n g t h e t a x y e a r ? Is t h e o r g a n i z a t i o n a s e c t i o n 5 0 1 ( c ) ( 4 ) , 5 0 1 ( c ) ( 5 ) , o r 5 0 1 ( c ) ( 6 ) o r g a n i z a t i o n t h a t r e c e i v e s m e m b e r s h i p d u e s , a s s e s s m e n t s , o r sim i l a r a m o u n t s a s d e f i n e d i n R e v . P r o c . 9 8 - 1 9 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n m a i n t a i n a n y d o n o r a d v i s e d f u n d s o r a n y s i m i l a r f u n d s o r a c c o u n t s f o r w h i c h d o n o r s h a v e t h e r i g h t t o pr o v i d e a d v i c e o n t h e d i s t r i b u t i o n o r i n v e s t m e n t o f a m o u n t s i n s u c h f u n d s o r a c c o u n t s ? Di d t h e o r g a n i z a t i o n r e c e i v e o r h o l d a c o n s e r v a t i o n e a s e m e n t , i n c l u d i n g e a s e m e n t s t o p r e s e r v e o p e n s p a c e , th e e n v i r o n m e n t , h i s t o r i c l a n d a r e a s , o r h i s t o r i c s t r u c t u r e s ? Di d t h e o r g a n i z a t i o n m a i n t a i n c o l l e c t i o n s o f w o r k s o f a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t i n P a r t X , l i n e 2 1 , f o r e s c r o w o r c u s t o d i a l a c c o u n t l i a b i l i t y ; s e r v e a s a c u s t o d i a n f o r am o u n t s n o t l i s t e d i n P a r t X ; o r p r o v i d e c r e d i t c o u n s e l i n g , d e b t m a n a g e m e n t , c r e d i t r e p a i r , o r d e b t n e g o t i a t i o n s e r v i c e s ? Di d t h e o r g a n i z a t i o n , d i r e c t l y o r t h r o u g h a r e l a t e d o r g a niz a t i o n , h o l d a s s e t s i n d o n o r - r e s t r i c t e d e n d o w m e n t s or i n q u a s i - e n d o w m e n t s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n ' s a n s w e r t o a n y o f t h e f o l l o w i n g q u e s t i o n s i s " Y e s , " t h e n c o m p l e t e S c h e d u l e D , P a r t s V I , V I I , V I I I , I X , o r X, as a p p l i c a b l e . Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t f o r l a n d , b u i l d i n g s , a n d e q u i p m e n t i n P a r t X , l i n e 1 0 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t f o r i n v e s t m e n t s - o t h e r s e c u r i t i e s i n P a r t X , l i n e 1 2 , t h a t i s 5 % o r m o r e o f i t s t o t a l as s e t s r e p o r t e d i n P a r t X , l i n e 1 6 ? Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t f o r i n v e s t m e n t s - p r o g r a m re l a t e d i n P a r t X , l i n e 1 3 , t h a t i s 5 % o r m o r e o f i t s t o t a l as s e t s r e p o r t e d i n P a r t X , l i n e 1 6 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t f o r o t h e r a s s e t s i n P a r t X , l i n e 1 5 , t h a t i s 5 % o r m o r e o f i t s t o t a l a s s e t s r e p o r t e d i n Pa r t X , l i n e 1 6 ? Di d t h e o r g a n i z a t i o n r e p o r t a n a m o u n t f o r o t h e r l i a b i l i t i e s i n P a r t X , l i n e 2 5 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n ' s s e p a r a t e o r c o n s o l i d a t e d f i n a n c i a l s t at e m e n t s f o r t h e t a x y e a r i n c l u d e a f o o t n o t e t h a t a d d r e s s e s th e o r g a n i z a t i o n ' s l i a b i l i t y f o r u n c e r t a i n t a x p o s i t i o n s u n d e r F I N 4 8 ( A S C 74 0 ) ? Di d t h e o r g a n i z a t i o n o b t a i n s e p a r a t e , i n d e p e n d e n t a u d i t e d f i n a n c i a l s t a t e m e n t s f o r t h e t a x y e a r ? ~~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Wa s t h e o r g a n i z a t i o n i n c l u d e d i n c o n s o l i d a t e d , i n d e p e nd e n t a u d i t e d f i n a n c i a l s t a t e m e n t s f o r t h e t a x y e a r ? ~~ ~ ~ ~ Is t h e o r g a n i z a t i o n a s c h o o l d e s c r i b e d i n s e c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( i i ) ? Di d t h e o r g a n i z a t i o n m a i n t a i n a n o f f i c e , e m p l o y ee s , o r a g e n t s o u t s i d e of t h e U n i t e d S t a t e s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e a g g r e g a t e r e v e n u e s o r e x p e n s e s o f m o r e t h a n $ 1 0 , 0 0 0 f r o m g r a n t m a k i n g , f u n d r a i s i n g , b u s i n e s s , in v e s t m e n t , a n d p r o g r a m s e r v i c e a c t i v i t i e s o u t s i d e t h e U n i t e d S t a t e s , o r a g g r e g a t e f o r e i g n i n v e s t m e n t s v a l u e d a t $ 1 0 0 , 0 0 0 or m o r e ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t o n P a r t I X , c o l u m n ( A ) , l i n e 3 , mo r e t h a n $ 5 , 0 0 0 o f g r a n t s o r ot h e r a s s i s t a n c e t o o r f o r a n y fo r e i g n o r g a n i z a t i o n ? Di d t h e o r g a n i z a t i o n r e p o r t o n P a r t I X , c o l u m n ( A ) , l i n e 3 , mo r e t h a n $ 5 , 0 0 0 o f a g g r e g a t e gr a n t s o r o t h e r a s s i s t a n c e t o or f o r f o r e i g n i n d i v i d u a l s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t a t o t a l o f m o re t h a n $ 1 5 , 0 0 0 o f e x p e n s e s f o r p r o f e s s i o n a l f u n d r a i s i n g s e r v i c e s o n P a r t I X , co l u m n ( A ) , l i n e s 6 a n d 11 e ? S e e i n s t r u c t i o n s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t m o r e t h a n $ 1 5 , 0 0 0 t o t a l o f f u n d r a i s i n g e v e n t g r o ss i n c o m e a n d c o n t r i b u t i o n s o n P a r t V II I , l i n e s 1c a n d 8 a ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t m o r e th a n $ 1 5 , 0 0 0 o f g r o s s i n c o m e f r o m g a m i n g a c t i v i t i e s o n P a r t V II I , l i n e 9 a ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n o p e r a t e o n e o r m o r e h o s p i t a l f a c i l i t i e s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s " t o l i n e 2 0 a , d i d t h e o r g a n i z a t i o n a t t a c h a c o p y of i t s a u d i t e d f i n a n c i a l s t a t e m e n t s t o t h i s r e t u r n ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t m o r e t h an $ 5 , 0 0 0 o f g r a n t s o r o t h e r a s s i s t an c e t o a n y d o m e s t i c o r g a n i z a t i o n o r do m e s t i c g o v e r n m e n t o n P a r t I X , c o l u m n ( A ) , l i n e 1 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Fo r m ( 2 0 2 5 ) 3 Pa r t I V Ch e c k l i s t o f R e q u i r e d S c h e d u l e s 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 XX XXXXXXXX X XXXXX X XXXXXXXXXX X 53 2 0 0 4 1 2 - 1 5 - 2 5 Ye s N o 2223242526272829303132333435363738 2223 24 a 24 b 24 c 24 d 25 a 25 b 2627 28 a 28 b 28 c 293031323334 35 a 35 b 363738 abcdab Se c t i o n 5 0 1 ( c ) ( 3 ) , 5 0 1 ( c ) ( 4 ) , a n d 5 0 1 ( c ) ( 2 9 ) o r g a n i z a t i o n s . abcab Se c t i o n 5 0 1 ( c ) ( 3 ) o r g a n i z a t i o n s . No t e : Ye s N o 1abc 1a1b 1c (c o n t i n u e d ) If " Y e s , " c o m p l e t e S c h e d u l e I , P a r t s I a n d I I I If " Y e s , " c o m p l e t e Sc h e d u l e J If " Y e s , " a n s w e r l i n e s 2 4 b t h r o u g h 2 4 d a n d c o m p l e t e Sc h e d u l e K . I f " N o , " g o t o l i n e 2 5 a If " Y e s , " c o m p l e t e S c h e d u l e L , P a r t I If " Y e s , " c o m p l e t e Sc h e d u l e L , P a r t I I f " Y e s , " c o m p l e t e S c h e d u l e L , P a r t I I If " Y e s , " c o m p l e t e S c h e d u l e L , P a r t I I I If "Y e s , " c o m p l e t e S c h e d u l e L , P a r t I V If " Y e s , " c o m p l e t e S c h e d u l e L , P a r t I V If "Y e s , " c o m p l e t e S c h e d u l e L , P a r t I V If " Y e s , " c o m p l e t e S c h e d u l e M If " Y e s , " c o m p l e t e S c h e d u l e M If " Y e s , " c o m p l e t e S c h e d u l e N , P a r t I If " Y e s , " c o m p l e t e Sc h e d u l e N , P a r t I I If " Y e s , " c o m p l e t e S c h e d u l e R , P a r t I If " Y e s , " c o m p l e t e S c h e d u l e R , P a r t I I , I I I , o r I V , a n d Pa r t V , l i n e 1 If " Y e s , " c o m p l e t e S c h e d u l e R , P a r t V , l i n e 2 If " Y e s , " c o m p l e t e S c h e d u l e R , P a r t V , l i n e 2 If " Y e s , " c o m p l e t e S c h e d u l e R , P a r t V I Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Di d t h e o r g a n i z a t i o n r e p o r t m o r e t h a n $ 5 , 0 0 0 o f g r a n t s o r o t h e r a s s i s t a n ce t o o r f o r d o m e s t i c i n d i v i d u a l s o n Pa r t I X , c o l u m n ( A ) , l i n e 2 ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n a n s w e r " Y e s " t o P a r t V I I , S e c t i o n A , l i n e 3 , 4 , o r 5 , a b o u t c o m p e n s a t i o n o f t h e o r g a n i z a t i o n ' s c u r r e n t an d f o r m e r o f f i c e r s , d i r e c t o r s , t r u s t e e s , k e y e m p l o y e e s , a n d h i g h e s t c o m p e n s a t e d e m p l o y e e s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e a t a x - e x e m p t b o n d i s s u e w i t h a n ou t s t a n d i n g p r i n c i p a l a m o u n t o f m o r e t h a n $ 1 0 0 , 0 0 0 a s o f t h e la s t d a y o f t h e y e a r , t h a t w a s i s s u e d a f t e r D e c e m b e r 3 1 , 2 0 0 2 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n i n v e s t a n y p r o c e e d s o f t a x - e x e m p t b o n d s b e y o n d a t e m p o r a r y p e r i o d e x c e p t i o n ? Di d t h e o r g a n i z a t i o n m a i n t a i n a n e s c r o w a c c o u n t o t h e r t h a n a r e f u n d i n g e s c r o w a t a n y t i m e d u r i n g t h e y e a r t o d e f e a s e an y t a x - e x e m p t b o n d s ? Di d t h e o r g a n i z a t i o n a c t a s a n " o n b e h a l f o f " i s s u e r f o r b o n d s o u t s t a n d i n g a t a n y t i m e d u r i n g t h e y e a r ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Did t h e o r g a n i z a t i o n e n g a g e i n a n e x c e s s b e n e f i t tr a n s a c t i o n w i t h a d i s q u a l i f i e d p e r s o n d u r i n g t h e y e a r ? Is t h e o r g a n i z a t i o n a w a r e t h a t i t e n g a g e d i n a n e x c e s s b e n e f i t t r a n s a c t i o n w i t h a d i s q u a l i f i e d p e r s o n i n a p r i o r y e a r , a n d th a t t h e t r a n s a c t i o n h a s n o t b e e n r e p o r t e d o n a n y o f t h e o r g a n i z a t i o n ' s p r i o r F o r m s 9 9 0 o r 9 9 0 - E Z ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e p o r t a n y a m o u n t o n P a r t X , l i n e 5 o r 2 2 , f o r r e c e i v a b l e s f r o m o r p a y a b l e s t o a n y c u r r e n t or f o r m e r o f f i c e r , d i r e c t o r , t r u s t e e , k e y e m p l o y e e , cr e a t o r o r f o u n d e r , s u b s t a n t i a l c o n t r i b u t o r , o r 3 5 % co n t r o l l e d e n t i t y o r f a m i l y m e m b e r o f a n y o f t h e s e p e r s o n s ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n p r o v i d e a g r a n t o r o t h e r a s s i s t a n c e t o a n y c u r r e n t o r f o r m e r o f f i c e r , d i r e c t o r , t r u s t e e , k e y e m p l o y e e , cr e a t o r o r f o u n d e r , s u b s t a n t i a l c o n t r i b u t o r o r e m p l o y e e t h e r e o f, a g r a n t s e l e c t i o n c o m m i t t e e m e m b e r , o r t o a 3 5 % c o n t r o l l e d en t i t y ( i n c l u d i n g a n e m p l o y e e t h e r e o f ) o r f a m i l y m e m b e r o f a n y o f t h e s e p e r s o n s ? ~ ~ ~ Wa s t h e o r g a n i z a t i o n a p a r t y t o a b u s i n e s s t r a n s a c t i o n w i t h o n e o f t h e f o l l o w i n g p a r t i e s ? ( S e e t h e S c h e d u l e L , P a r t I V , in s t r u c t i o n s f o r a p p l i c a b l e f i l i n g t h r e s h o l d s , c o n d i t i o n s , a n d e x c e p t i o n s ) : A c u r r e n t o r f o r m e r o f f i c e r , d i r e c t o r , t r u s t e e , k e y e m p l oy e e , c r e a t o r o r f o u n d e r , o r s u b s t a n t i a l c o n t r i b u t o r ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ A f a m i l y m e m b e r o f a n y i n d i v i d u a l d e s c r i b e d i n l i n e 2 8 a ? A 3 5 % c o n t r o l l e d e n t i t y o f o n e o r m o r e i n d i v i d u a l s a n d / o r o r g a n i z a t i o n s d e s c r i b e d i n l i n e 2 8 a o r 2 8 b ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e c e i v e m o r e t h a n $ 2 5 , 0 0 0 i n n o n c a s h c o n t r i b u t i o n s ? Di d t h e o r g a n i z a t i o n r e c e i v e c o n t r i b u t i o n s o f a r t , h i s t o r i c a l tr e a s u r e s , o r o t h e r s i m i l a r a s s e t s , o r q u a l i f i e d c o n s e r v a t i o n co n t r i b u t i o n s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n l i q u i d a t e , t e r m i n a t e , o r d i s s o l v e a n d c e a s e o p e r a t i o n s ? Di d t h e o r g a n i z a t i o n s e l l , e x c h a n g e , d i s p o s e o f , o r t r a n s f e r m o r e t h a n 2 5 % o f i t s n e t a s s e t s ? ~~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n o w n 1 0 0 % o f a n e n t i t y d i s r e g a r d e d a s s e p a r a t e f r o m t h e o r g a n i z a t i o n u n d e r R e g u l a t i o n s se c t i o n s 3 0 1 . 7 7 0 1 - 2 a n d 3 0 1 . 7 7 0 1 - 3 ? Wa s t h e o r g a n i z a t i o n r e l a t e d t o a n y t a x - e x e m p t o r t a x a b l e e n t i t y ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e a c o n t r o l l e d e n t i t y w i t h i n t h e m e a n i n g o f s e c t i o n 5 1 2 ( b ) ( 1 3 ) ? If " Y e s " t o l i n e 3 5 a , d i d t h e o r g a n i z a t i o n r e c e i v e a n y p a y m e n t fr o m o r e n g a g e i n a n y t r a n s a c t i o n w i t h a c o n t r o l l e d e n t i t y wit h i n t h e m e a n i n g o f s e c t i o n 5 1 2 ( b ) ( 1 3 ) ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Did t h e o r g a n i z a t i o n m a k e a n y t r a n s f e r s t o a n e x e m p t n o n - c h a r i t a b l e r e l a t e d o r g a n i z a t i o n ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n c o n d u c t m o r e t h a n 5 % o f i t s a c t i v i t i es t h r o u g h a n e n t i t y t h a t i s n o t a r e l a t e d o r g a n i z a t i o n an d t h a t i s t r e a t e d a s a p a r t n e r s h i p f o r f e d e r a l i n c o m e t a x p u r p o s e s ? ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n c o m p l e t e S c h e d u l e O a n d p r o v i d e e x p l a n a t i o n s o n S c h e d u l e O f o r P a r t V I , l i n e s 1 1 b a n d 1 9 ? Al l F o r m 9 9 0 f i l e r s a r e r e q u i r ed t o c o m p l e t e S c h e d u l e O Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t V En t e r t h e n u m b e r r e p o r t e d i n b o x 3 o f Fo r m 1 0 9 6 . E n t e r - 0 - i f n o t a p p l i c a b l e ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ En t e r t h e n u m b e r o f F o r m s W - 2 G i n c l u d e d on l i n e 1 a . E n t e r - 0 - i f n o t a p p l i c a b l e ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n c o m p l y w i t h b a c k u p w i t h h o l d i n g r u l e s fo r r e p o r t a b l e p a y m e n t s t o v e n d o r s a n d r e p o r t a b l e g a m i n g (g a m b l i n g ) w i n n i n g s t o p r i z e w i n n e r s ? Fo r m ( 2 0 2 5 ) 4 Pa r t I V Ch e c k l i s t o f R e q u i r e d S c h e d u l e s Pa r t V St a t e m e n t s R e g a r d i n g O t h e r I R S F i l i n g s a n d T a x C o m p l i a n c e 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 X XXXXXXXXXXXXXXXXXX X 180 X 53 2 0 0 5 1 2 - 1 5 - 2 5 Ye s N o 234567ab 2a 2b3a3b4a5a5b5c6a6b7a7b7c7e7f7g7h89a9b abababcab Or g a n i z a t i o n s t h a t m a y r e c e i v e d e d u c t i b l e c o n t r i b u t i o n s u n d e r s e c t i o n 1 7 0 ( c ) . abcdefgh 7d 891011121314151617 Sp o n s o r i n g o r g a n i z a t i o n s m a i n t a i n i n g d o n o r a d v i s e d f u n d s . Sp o n s o r i n g o r g a n i z a t i o n s m a i n t a i n i n g d o n o r a d v i s e d f u n d s . ab Se c t i o n 5 0 1 ( c ) ( 7 ) o r g a n i z a t i o n s . ab 10 a 10 b Se c t i o n 5 0 1 ( c ) ( 1 2 ) o r g a n i z a t i o n s . ab 11 a 11 b ab Se c t i o n 4 9 4 7 ( a ) ( 1 ) n o n - e x e m p t c h a r i t a b l e t r u s t s . 12 a 12 b Se c t i o n 5 0 1 ( c ) ( 2 9 ) q u a l i f i e d n o n p r o f i t h e a l t h i n s u r a n c e i s s u e r s . No t e : abcab 13 a 13 b 13 c 14 a 14 b 151617 Se c t i o n 5 0 1 ( c ) ( 2 1 ) o r g a n i z a t i o n s . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ (c o n t i n u e d ) If " N o " t o l i n e 3 b , p r o v i d e a n e x p l a n a t i o n o n S c h e d u l e O If " N o , " p r o v i d e a n e x p l a n a t i o n o n S c h e d u l e O Did t h e o r g a n i z a t i o n r e c e i v e a p a y m e n t i n e x c e s s o f $ 7 5 m a d e p a r t l y a s a c o n t r i b u t i o n a n d p a r t l y f o r g o o d s a n d s e r v i c e s p r o v i d e d t o t h e p a y o r ? Fo r m ( 2 0 2 5 ) Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e En t e r t h e n u m b e r o f e m p l o y e e s r e p o r t e d o n F o r m W - 3 , T r a n s m i t t a l o f W a g e a n d T a x S t a t e m e n t s , fi l e d f o r t h e c a l e n d a r y e a r e n d i n g w i t h o r w i t h i n t h e y e a r c o v e r e d b y t h i s r e t u r n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If a t l e a s t o n e i s r e p o r t e d o n l i n e 2 a , d i d t h e o r g a n i z a ti o n f i l e a l l r e q u i r e d f e d e r a l e m p l o y m e n t t a x r e t u r n s ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e u n r e l a te d b u s i n e s s g r o s s i n c o m e o f $ 1 ,0 0 0 o r m o r e d u r i n g t h e y e a r ? If " Y e s , " h a s i t f i l e d a F o r m 9 9 0 - T f o r t h i s y e a r ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ At a n y t i m e d u r i n g t h e c a l e n d a r y e a r , d i d t h e o r g a n i z a t i o n h a v e a n i n t e r e s t i n , o r a s i g n a t u r e o r o t h e r a u t h o r i t y o v e r , a fi n a n c i a l a c c o u n t i n a f o r e i g n co u n t r y ( s u c h a s a b a n k a c c o u n t , s e c u r i t i e s a c c o u n t , o r o t h e r f i n a n c i a l a c c o u n t ) ? ~ ~ ~ ~ ~ ~ ~ If " Y e s , " e n t e r t h e n a m e o f t h e f o r e i g n c o u n t r y Se e i n s t r u c t i o n s f o r f i l i n g r e q u i r e m e n t s f o r F i n C E N F o r m 11 4 , R e p o r t o f F o r e i g n B a n k a n d F i n a n c i a l A c c o u n t s ( F B A R ) . Wa s t h e o r g a n i z a t i o n a p a r t y t o a p r o h i b i t e d t a x s h el t e r t r a n s a c t i o n a t a n y t i m e d u r i n g t h e t a x y e a r ? Di d a n y t a x a b l e p a r t y n o t i f y t h e o r g a n i z a t i o n t h a t i t w a s o r i s a p a r t y t o a p r o h i b i t e d t a x s h e l t e r t r a n s a c t i o n ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ If " Y e s " t o l i n e 5 a o r 5 b , d i d t h e o r g a n i z a t i o n f i l e F o r m 8 8 8 6 - T ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Do e s t h e o r g a n i z a t i o n h a v e a n n u a l g r o s s r e c e i p t s t h a t a r e n o r m a l l y g r e a t e r t h a n $ 1 0 0 , 0 0 0 , a n d d i d t h e o r g a n i z a t i o n s o l i c i t an y c o n t r i b u t i o n s t h a t w e r e n o t t a x d e du c t i b l e a s c h a r i t a b l e c o n t r i b u t i o n s ? If " Y e s , " d i d t h e o r g a n i z a t i o n i n c l u d e w i t h e v e r y s o l i c i t a t io n a n e x p r e s s s t a t e m e n t t h a t su c h c o n t r i b u t i o n s o r g i f t s we r e n o t t a x d e d u c t i b l e ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " d i d t h e o r g a n i z a t i o n n o t i f y t h e d o n o r o f t h e v a l u e o f t h e g o o d s o r s e r v i c e s p r o v i d e d ? Di d t h e o r g a n i z a t i o n s e l l , e x c h a n g e , o r o t h e r w i s e d i s p o s e o f t a n g i b l e p e r s o n a l p r o p e r t y f o r w h i c h i t w a s r e q u i r e d to f i l e F o r m 8 2 8 2 ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " i n d i c a t e t h e n u m b e r o f F o r m s 8 2 8 2 f i l e d d u r i n g t h e y e a r Di d t h e o r g a n i z a t i o n r e c e i v e a n y f u n d s , d i r e c t l y o r i n d i re c t l y , t o p a y p r e m i u m s o n a p e r s o n a l b e n e f i t c o n t r a c t ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n , d u r i n g t h e y e a r , p a y p r e m i u m s , d i r ec t l y o r i n d i r e c t l y , o n a p e r s o n a l b e n e f i t c o n t r a c t ? If t h e o r g a n i z a t i o n r e c e i v e d a c o n t r i b u t i o n o f q u a l i f i e d i n t e l l e c t u a l p r o p e r t y , d i d t h e o r g a n i z a t i o n f i l e F o r m 8 8 9 9 a s r e q u i r e d ? If t h e o r g a n i z a t i o n r e c e i v e d a c o n t r i b u t i o n o f c a r s , b o a t s , a i r p l a n e s , o r o t h e r v e h i c l e s , d i d t h e o r g a n i z a t i o n f i l e a F o r m 1 0 9 8 -C ?~ Did a d o n o r a d v i s e d f u n d m a i n t a i n e d b y t h e sp o n s o r i n g o r g a n i z a t i o n h a v e e x c e s s b u s i n e s s ho l d i n g s a t a n y t i m e d u r i n g t h e y e a r ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e s p o n s o r i n g o r g a n i z a t i o n m a k e a n y t a x a b l e d i s t r i b u t i o n s u n d e r s e c t i o n 4 9 6 6 ? Di d t h e s p o n s o r i n g o r g a n i z a t i o n m a k e a d i s t r i b u t i o n t o a d o n o r , d o n o r a d v i s o r , o r r e l a t e d p e r s o n ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ En t e r : In i t i a t i o n f e e s a n d c a p i t a l c o n t r i b u t i o n s i n c l u d e d o n P a r t V I I I , l i n e 1 2 Gr o s s r e c e i p t s , i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 1 2 , f o r p u b l i c u s e o f c l u b f a c il i t i e s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ En t e r : Gr o s s i n c o m e f r o m m e m b e r s o r s h a r e h o l d e r s Gr o s s i n c o m e f r o m o t h e r s o u r c e s . ( D o n o t n e t a m o u n t s d u e o r p a i d t o o t h e r s o u r c e s a g a i n s t am o u n t s d u e o r r e c e i v e d f r o m t h e m . ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Is t h e o r g a n i z a t i o n f i l i n g F o r m 99 0 i n l i e u o f F o r m 1 0 4 1 ? If " Y e s , " e n t e r t h e a m o u n t o f t a x - e x e m p t in t e r e s t r e c e i v e d o r a c c r u e d d u r i n g t h e y e a r Is t h e o r g a n i z a t i o n l i c e n s e d t o i s s u e q u a l i f ie d h e a l t h p l a n s i n m o r e t h a n o n e s t a t e ? S e e t h e i n s t r u c t i o n s f o r a d d i t i o n a l i n f o r m a t i o n t h e o r g a n i z a t i o n m u s t r e p o r t o n S c h e d u l e O . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ En t e r t h e a m o u n t o f r e s e r v e s t h e o r g a n i z a t i o n i s r e q u i r e d t o m a i n t a i n b y t h e s t a t e s i n w h i c h t h e or g a n i z a t i o n i s l i c e n s e d t o i s s u e q u a l i f i e d h e a l t h p l a n s En t e r t h e a m o u n t o f r e s e r v e s o n h a n d ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e c e i v e a n y p a y m e n t s f o r i n d o o r t a n n i n g s e r v i c e s d u r i n g t h e t a x y e a r ? If " Y e s , " h a s i t f i l e d a F o r m 7 2 0 t o r e p o r t t h e s e p a y m e n t s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ Is t h e o r g a n i z a t i o n s u b j e c t t o t h e s e c t i o n 4 9 6 0 t a x o n pa y m e n t ( s ) o f m o r e t h a n $1 , 0 0 0 , 0 0 0 i n r e m u n e r a t i o n o r ex c e s s p a r a c h u t e p a y m e n t ( s) d u r i n g t h e y e a r ? If " Y e s , " s e e t h e i n s t r u c t i o n s a n d f i l e F o r m 4 7 2 0 , S c h e d u l e N . Is t h e o r g a n i z a t i o n a n e d u c a t i o n a l i n s t i t u t i o n s u b j e c t to t h e s e c t i o n 4 9 6 8 e x c i s e t a x o n n e t i n v e s t m e n t i n c o m e ? If " Y e s , " c o m p l e t e F o r m 4 7 2 0 , S c h e d u l e O . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ D i d t h e t r u s t , o r a n y d i s q u a l i f i e d o r o t h e r p e r s o n e n g a g e i n a n y a c t i v i t i e s th a t w o u l d r e s u l t i n t h e i m p o s i t i o n o f a n e x c i s e t a x u n d e r s e c t i o n 4 9 5 1 , 4 9 5 2 o r 4 9 5 3 ? If " Y e s , " c o m p l e t e F o r m 6 0 6 9 . 5 Pa r t V St a t e m e n t s R e g a r d i n g O t h e r I R S F i l i n g s a n d T a x C o m p l i a n c e 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 7 X XXXXXXXXXXXX 53 2 0 0 6 1 2 - 1 5 - 2 5 Ye s N o 1a1b 123456789ab 234567a7b8a8b9 abab Ye s N o 1011 ab 10 a 10 b 11 a 12 a 12 b 12 c 1314 15 a 15 b 16 a 16 b ab 12 a bc 131415 ab 16 a b 17181920 Fo r e a c h " Y e s " r e s p o n s e t o l i n e s 2 t h r o u g h 7 b b e l o w , a n d f o r a " N o " r e s p o n s e to l i n e 8 a , 8 b , o r 1 0 b b e l o w , d e s c r i b e t h e c i r c u m s t a n c e s , p r o c e s s e s , o r c h a n g e s o n S c h e d u l e O . S e e i n s t r u c t i o n s . If " Y e s , " p r o v i d e t h e n a m e s a n d a d d r e s s e s o n S c h e d u l e O (T h i s S e c t i o n B r e q u e s t s i n f o r m a t i o n a b o u t p o l i c i e s n o t r e q u i r e d b y t h e I n t e r n a l R e v e n u e C o d e . ) If " N o , " g o t o l i n e 1 3 If " Y e s , " d e s c r i b e on S c h e d u l e O h o w t h i s w a s d o n e ( e x p l a i n o n S c h e d u l e O ) If t h e r e a r e m a t e r i a l d i f f e r e n c e s i n v o t i n g r i g h t s a m o n g m e m b e r s o f t h e g o v e r n i n g b o d y , o r i f t h e g o v e r n i n g bo d y d e l e g a t e d b r o a d a u t h o r i t y t o a n e x e c u t i v e c o m m i t t e e o r s i m i l a r c o m m i t t e e , e x p l a i n o n S c h e d u l e O . Did t h e o r g a n i z a t i o n c o n t e m p o r a n e o u s l y d o c u m e n t t h e m e e t i n g s h e l d o r w r i t t e n a c t i o n s u n d e r t a k e n d u r i n g t h e y e a r b y t h e f o l l o w i n g: We r e o f f i c e r s , d i r e c t o r s , o r t r u s t e e s , a n d k e y e m p l o y e e s r e q u i r e d t o d i s c l o s e a n n u a l l y i n t e r e s t s t h a t c o u l d g i v e r i s e t o c o n f l i ct s ? Fo r m ( 2 0 2 5 ) Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t V I En t e r t h e n u m b e r o f v o t i n g m e m b e r s o f t h e go v e r n i n g b o d y a t t h e e n d o f t h e t a x y e a r En t e r t h e n u m b e r o f v o t i n g m e m b e r s i n c l u d e d o n l i n e 1 a , a b o v e , w h o a r e i n d e p e n d e n t ~~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ Di d a n y o f f i c e r , d i r e c t o r , t r u s t e e , o r k e y e m p l o y e e h a v e a f a m il y r e l a t i o n s h i p o r a b u s i n e s s r e l a t i o n s h i p w i t h a n y o t h e r of f i c e r , d i r e c t o r , t r u s t e e , o r k e y e m p l o y e e ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n d e l e g a t e c o n t r o l o v e r m a n a g e m e n t d u t i e s c u s t o m a r i l y p e r f o r m e d b y o r u n d e r t h e d i r e c t s u p e r v i s i o n of o f f i c e r s , d i r e c t o r s , t r u s t e e s , o r k e y e m p l o y e e s t o a m a n a g e m e n t c o m p a n y o r o t h e r p e r s o n ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n m a k e a n y s i g n i f i c a n t c h a n g e s t o i t s g o v e r n i n g d o c u m e n t s s i n c e t h e p r i o r F o r m 9 9 0 w a s f i l e d ? Di d t h e o r g a n i z a t i o n b e c o m e a w a r e d u r i n g t h e y e a r o f a s i g n i f i c a n t d i v e r s i o n o f t h e o r g a n i z a t i o n ' s a s s e t s ? Di d t h e o r g a n i z a t i o n h a v e m e m b e r s o r s t o c k h o l d e r s ? ~~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e m e m b e r s , s t o c k h o l d e r s , o r o t h e r p e r s o n s w h o h a d t h e p o w e r t o e l e c t o r a p p o i n t o n e o r mo r e m e m b e r s o f t h e g o v e r n i n g b o d y ? Ar e a n y g o v e r n a n c e d e c i s i o n s o f t h e o r g a n i z a t i o n r e s e r v e d to ( o r s u b j e c t t o a p p r o v a l b y ) m e m b e r s , s t o c k h o l d e r s , o r pe r s o n s o t h e r t h a n t h e g o v e r n i n g b o d y ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Th e g o v e r n i n g b o d y ? Ea c h c o m m i t t e e w i t h a u t h o r i t y t o a c t o n b e h a l f o f t h e g o v e r n i n g b o d y ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Is t h e r e a n y o f f i c e r , d i r e c t o r , t r u s t e e , o r k e y e m p l o y e e l i s t e d i n P a r t V I I , S e c t i o n A , w h o c a n n o t b e r e a c h e d a t t h e or g a n i z a t i o n ' s m a i l i n g a d d r e s s ? Di d t h e o r g a n i z a t i o n h a v e l o c a l c h a p t e r s , b r a n c h e s , o r a f f i l i a t e s ? If " Y e s , " d i d t h e o r g a n i z a t i o n h a v e w r i t t e n p o l i c i e s a n d p r o c e d u r e s g o v e r n i n g t h e a c t i v i t i e s o f s u c h c h a p t e r s , a f f i l i a t e s , an d b r a n c h e s t o e n s u r e t h e i r o p e r a t i o n s a r e c o n s is t e n t w i t h t h e o r g a n i z a t i o n ' s e x e m p t p u r p o s e s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ha s t h e o r g a n i z a t i o n p r o v i d e d a c o m p l e t e c o p y o f t h i s Fo r m 9 9 0 t o a l l m e m b e r s o f i t s g o v e r n i n g b o d y b e f o r e f ili n g t h e f o r m ? De s c r i b e o n S c h e d u l e O t h e p r o c e s s , i f a n y , u s ed b y t h e o r g a n i z a t i o n t o r e v i e w t h i s F o r m 9 9 0 . Di d t h e o r g a n i z a t i o n h a v e a w r i t t e n c o n f l i c t o f i n t e r e s t p o l i c y ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n r e g u l a r l y a n d c o n s i s t e n t l y mo n i t o r a n d e n f o r c e c o m p l i a n c e w i t h t h e p o l i c y ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n h a v e a w r i t t e n w h i s t l e b l o w e r p o l i c y ? Di d t h e o r g a n i z a t i o n h a v e a w r i t t e n d o c u m e n t r e t e n t i o n a n d d e s t r u c t i o n p o l i c y ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e p r o c e s s f o r d e t e r m i n i n g c o m p e n s a t i o n o f t h e f o l l o w i ng p e r s o n s i n c l u d e a r e v i e w a n d a p p r o v a l b y i n d e p e n d e n t pe r s o n s , c o m p a r a b i l i t y d a t a , a n d c o n t e m p o r a n e o u s s u b s t a n t i a t i o n o f t h e d e l i b e r a t i o n a n d d e c i s i o n ? Th e o r g a n i z a t i o n ' s C E O , E x e c u t i v e D i r e c t o r , o r t o p m a n a g e m e n t o f f i c i a l Ot h e r o f f i c e r s o r k e y e m p l o y e e s o f t h e o r g a n i z a t i o n If " Y e s " t o l i n e 1 5 a o r 1 5 b , d e s c r i b e t h e p r o c e s s o n S c h e d u l e O . S e e i n s t r u c t i o n s . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n i n v e s t i n , c o n t r i b u t e a s s e t s t o , o r p a r t i c i p a t e i n a j o i n t v e n t u r e o r s i m i l a r a r r a n g e m e n t w i t h a ta x a b l e e n t i t y d u ri n g t h e y e a r ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " d i d t h e o r g a n i z a t i o n f o l l o w a w r i t t e n p o l i c y o r p r o c e d u r e r e q u i r i n g t h e o r g a n i z a t i o n t o e v a l u a t e i t s p a r t i c i p a t i o n in j o i n t v e n t u r e a r r a n g e m e n t s u n d e r a p p l i c a b l e f e d e r a l t a x l a w , a n d t a k e s t e p s t o s a f e g u a r d t h e o r g a n i z a t i o n ' s ex e m p t s t a t u s w i t h r e s p e c t t o s u c h a r r a n g e m e n t s ? Li s t t h e s t a t e s w i t h w h i c h a c o p y o f t h i s F o r m 9 9 0 i s r e q u i r e d t o b e f i l e d Se c t i o n 6 1 0 4 r e q u i r e s a n o r g a n i z a t i o n t o m a k e i t s F o r m s 1 0 2 3 (1 0 2 4 o r 1 0 2 4 - A , i f a p p l i c a b l e ) , 9 9 0 , a n d 9 9 0 - T ( s e c t i o n 5 0 1 ( c ) ( 3 ) s o n l y ) a v a i l a b l e fo r p u b l i c i n s p e c t i o n . I n d i c a t e h o w y o u m a de t h e s e a v a i l a b l e . C h e c k a l l t h a t a p p l y . Ow n w e b s i t e A n o t h e r ' s w e b s i t e U p o n r e q u e s t O t h e r De s c r i b e o n S c h e d u l e O w h e t h e r ( a n d i f s o , h o w ) t h e o r g a n i z a t i o n m a d e i t s g o v e r n i n g d o c u m e n t s , c o n f l i c t o f i n t e r e s t p o l i c y , a n d f i n a n c i a l st a t e m e n t s a v a i l a b l e t o t h e pu b l i c d u r i n g t h e t a x y e a r . St a t e t h e n a m e , a d d r e s s , a n d t e l e p h o n e n u m b e r o f t h e p e r s o n w h o p o s s e s s e s t h e o r g a n i z a t i o n ' s b o o k s a n d r e c o r d s 6 Pa r t V I Go v e r n a n c e , M a n a g e m e n t , a n d D i s c l o s u r e . Se c t i o n A . G o v e r n i n g B o d y a n d M a n a g e m e n t Se c t i o n B . P o l i c i e s Se c t i o n C . D i s c l o s u r e 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 X 1414 XXXX XX X XX XX XXXXXXXX X NO N E X X TH E O R G A N I Z A T I O N - 7 2 0 - 2 5 9 - 1 0 3 0 P. O . B O X 3 4 6 , W H E A T R I D G E , C O 8 0 0 3 4 Individual trustee or director Institutional trustee Officer Key employee Highest compensatedemployee Former (d o n o t c h e c k m o r e t h a n o n e bo x , u n l e s s p e r s o n i s b o t h a n of f i c e r a n d a d i r e c t o r / t r u s t e e ) 53 2 0 0 7 1 2 - 1 5 - 2 5 c u r r e n t Se c t i o n A . O f f i c e r s , D i r e c t o r s , T r u s t e e s , K e y E m p l o y e e s , a n d H i g h e s t C o m p e n s a t e d E m p l o y e e s 1a cu r r e n t cu r r e n t fo r m e r fo r m e r d i r e c t o r s o r t r u s t e e s (A ) ( B ) ( C ) ( D ) ( E ) ( F ) Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t V I I Co m p l e t e t h i s t a b l e f o r a l l p e r s o n s r e q u i r e d t o b e l i s t e d . R e p o r t co m p e n s a t i o n f o r t h e c a l e n d a r y e a r e n d i n g w i t h o r w i t h i n t h e or g a n i z a t i o n ' s t a x y e a r . ¥ L i s t a l l o f t h e o r g a n i z a t i o n ' s o f f i c e r s , d i r e c t o r s , t r u s t e e s ( w h e t h e r i n d i v i d u a l s o r o r g a n i z a t i o n s ) , r e g a r d l e s s o f a m o u n t o f co m p e n s a t i o n . En t e r - 0 - i n c o l u m n s ( D ) , ( E ) , a n d ( F ) i f n o c o m p e n s a t i o n w a s p a i d . ¥ L i s t a l l o f t h e o r g a n i z a t i o n ' s k e y e m p l o y e e s , i f a n y . Se e t h e i n s t r u c t i o n s f o r d e f i n i t i o n o f " k e y e m p l o y e e . " ¥ L i s t t h e o r g a n i z a t i o n ' s f i v e h i g h e s t c o m p e n s a t e d e m p l o y e e s (o t h e r t h a n a n o f f i c e r , d i r e c t o r , t r u s t e e , o r k e y e m p l o y e e ) wh o r e c e i v e d r e p o r t a b l e c o m p e n s a t i o n ( b o x 5 o f F o r m W - 2 , b o x 6 o f F o r m 1 0 9 9 - M I S C , a n d / o r b o x 1 o f F o r m 1 0 9 9 - N E C ) o f m o r e t h a n $1 0 0 , 0 0 0 f r o m t h e o r g a n i z a t i o n an d a n y r e l a t e d o r g a n i z a t i o n s . ¥ L i s t a l l o f t h e o r g a n i z a t i o n ' s o f f i c e r s , k e y e m p l o y e e s , a n d h i g h e s t c o m p e n s a t e d e m p l o y e e s w h o r e c e i v e d m o r e t h a n $ 1 0 0 , 0 0 0 o f re p o r t a b l e c o m p e n s a t i o n f r o m t h e o r g a n i z a t i o n a n d a n y r e l a t e d o r g a n i z a t i o n s . ¥ L i s t a l l o f t h e o r g a n i z a t i o n ' s t h a t r e c e i v e d , i n t h e c a p a ci t y a s a f o r m e r d i r e c t o r o r t r u s t e e o f t h e o r g a n i z a t i o n , mo r e t h a n $ 1 0 , 0 0 0 o f r e p o r t a b l e co m p e n s a t i o n f r o m t h e o r g a n i z a t i on a n d a n y r e l a t e d o r g a n i z a t i o n s . Se e t h e i n s t r u c t i o n s f o r t h e o r d e r i n w h i c h t o l i s t t h e p e r s o n s a b o v e . Ch e c k t h i s b o x i f n e i t h e r t h e o r g a n i z a t i o n n o r a n y r e l a t e d o r g a ni z a t i o n c o m p e n s a t e d a n y c u r r e n t o f f i c e r , d i r e c t o r , o r t r u s t e e . Po s i t i o n Na m e a n d t i t l e A v e r a g e ho u r s p e r we e k (l i s t a n y ho u r s f o r re l a t e d or g a n i z a t i o n s be l o w li n e ) Re p o r t a b l e co m p e n s a t i o n fr o m th e or g a n i z a t i o n (W - 2 / 1 0 9 9 - M I S C / 10 9 9 - N E C ) Re p o r t a b l e co m p e n s a t i o n fr o m r e l a t e d or g a n i z a t i o n s (W - 2 / 1 0 9 9 - M I S C / 10 9 9 - N E C ) Es t i m a t e d am o u n t o f ot h e r co m p e n s a t i o n fr o m t h e or g a n i z a t i o n an d r e l a t e d or g a n i z a t i o n s Fo r m ( 2 0 2 5 ) 7 Pa r t V I I Co m p e n s a t i o n o f O f f i c e r s , D i r e c t o r s , T r u s t e e s , K e y E m p l o y e e s , H i g h e s t C o m p e n s a t e d Em p l o y e e s , a n d I n d e p e n d e n t C o n t r a c t o r s 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 (1 ) P A I G E P I P E R 40 . 0 0 EX E C U T I V E D I R E C T O R X 1 0 2 , 4 9 7 . 0 . 3 , 1 7 9 . (2 ) T Y L E R K E R R 40 . 0 0 MA K E R S P A C E D I R E C T O R X 1 0 2 , 4 3 5 . 0 . 2 , 1 6 8 . (3 ) C H E R Y L B L U M G A R C I A 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (4 ) R O S S C A R P E N T E R 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (5 ) D A N G R A E V E 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (6 ) M I K E H E Y E R 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (7 ) D A R I N H A M M E R S C H M I D T 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (8 ) D A V E K R A U S E 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (9 ) J E R E M Y L A U F E R 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (1 0 ) T A D D O V E R S T R E E T 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (1 1 ) E R I C M A R T I N E Z 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (1 2 ) M E L I S S A S C O F I E L D 0. 2 5 BO A R D M E M B E R X 0 . 0 . 0 . (1 3 ) D A V I D K U E T E R 1. 0 0 PR E S I D E N T X X 0 . 0 . 0 . (1 4 ) T E R R Y W O M B L E 0. 5 0 VI C E P R E S I D E N T X X 0 . 0 . 0 . (1 5 ) J I L L G A S S E N 0. 5 0 TR E A S U R E R X X 0 . 0 . 0 . (1 6 ) N I C O L E K O S T E L E C K Y 0. 5 0 SE C R E T A R Y X X 0 . 0 . 0 . Former Individual trustee or director Institutional trustee Officer Highest compensatedemployee Key employee (d o n o t c h e c k m o r e t h a n o n e bo x , u n l e s s p e r s o n i s b o t h a n of f i c e r a n d a d i r e c t o r / t r u s t e e ) 53 2 0 0 8 1 2 - 1 5 - 2 5 Se c t i o n A . O f f i c e r s , D i r e c t o r s , T r u s t e e s , K e y E m p l o y e e s , a n d H i g h e s t C o m p e n s a t e d E m p l o y e e s (B ) ( C ) (A ) ( D ) ( E ) ( F ) 1bcd Su b t o t a l To t a l f r o m c o n t i n u a t i o n s h e e t s t o P a r t V I I , S e c t i o n A To t a l ( a d d l i n e s 1 b a n d 1 c ) 2 Ye s N o 345 fo r m e r 345 Se c t i o n B . I n d e p e n d e n t C o n t r a c t o r s 1 (A ) ( B ) ( C ) 2 (c o n t i n u e d ) If " Y e s , " c o m p l e t e S c h e d u l e J f o r s u c h i n d i v i d u a l If " Y e s , " c o m p l e t e S c h e d u l e J f o r s u c h i n d i v i d u a l If " Y e s , " c o m p l e t e S c h e d u l e J f o r s u c h p e r s o n Pa g e Fo r m 9 9 0 ( 2 0 2 5 ) Po s i t i o n Av e r a g e ho u r s p e r we e k (l i s t a n y ho u r s f o r re l a t e d or g a n i z a t i o n s be l o w li n e ) Na m e a n d t i t l e R e p o r t a b l e co m p e n s a t i o n fr o m th e or g a n i z a t i o n (W - 2 / 1 0 9 9 - M I S C / 10 9 9 - N E C ) Re p o r t a b l e co m p e n s a t i o n fr o m r e l a t e d or g a n i z a t i o n s (W - 2 / 1 0 9 9 - M I S C / 10 9 9 - N E C ) Es t i m a t e d am o u n t o f ot h e r co m p e n s a t i o n fr o m t h e or g a n i z a t i o n an d r e l a t e d or g a n i z a t i o n s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ To t a l n u m b e r o f i n d i v i d u a l s ( i n c l u d i n g b u t n o t l i m i t e d t o t h o s e l i s t e d a b o v e ) w h o r e c e i v e d m o r e t h a n $ 1 0 0 , 0 0 0 o f r e p o r t a b l e co m p e n s a t i o n f r o m t h e o r g a n i z a t i o n Di d t h e o r g a n i z a t i o n l i s t a n y o f f i c e r , d i r e c t o r , t r u s t e e , k e y e m p l o y e e , o r h i g h e s t c o m p e n s a t e d e m p l o y e e o n li n e 1 a ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Fo r a n y i n d i v i d u a l l i s t e d o n l i n e 1 a , i s t h e s u m o f r e p o r t a b l e c o m p e n s a t i o n a n d o t h e r c o m p e n s a t i o n f r o m t h e o r g a n i z a t i o n an d r e l a t e d o r g a n i z a t i o n s gr e a t e r t h a n $ 1 5 0 , 0 0 0 ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d a n y p e r s o n l i s t e d o n l i n e 1 a r e c e i v e o r a c c r u e c o m p e n s a t i o n f r o m a n y u n r e l a t e d o r g a n i z a t i o n o r i n d i v i d u a l f o r s e r v i c e s re n d e r e d t o t h e o r g a n i z a t i o n ? Co m p l e t e t h i s t a b l e f o r y o u r f i v e h i g h e s t c o m p e n s a t e d i n d e p e n d e n t c o n t r a c t o r s t h a t r e c e i v e d m o r e t h a n $ 1 0 0 , 0 0 0 o f c o m p e n s a t i o n fr o m th e o r g a n i z a t i o n . R e p o r t c o m p e n s a t i o n f o r t h e c a l e n d a r y e a r e n d i n g w i t h o r w i t h i n t h e o r g a n i z a t i o n ' s t a x y e a r . Na m e a n d b u s i n e s s a d d r e s s D e s c r i p t i o n o f s e r v i c e s C o m p e n s a t i o n To t a l n u m b e r o f i n d e p e n d e n t c o n t r a c t o r s ( i n c l u d i n g b u t no t l i m i t e d t o t h o s e l i s t e d a b o v e ) w h o r e c e i v e d m o r e t h a n $1 0 0 , 0 0 0 o f c o m p e n s a t i o n f r o m t h e o r g a n i z a t i o n Fo r m ( 2 0 2 5 ) 8 Pa r t V I I 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 20 4 , 9 3 2 . 0 . 5 , 3 4 7 . 0. 0 . 0 . 20 4 , 9 3 2 . 0 . 5 , 3 4 7 . 2XXX NO N E 0 No n c a s h c o n t r i b u t i o n s i n c l u d e d i n l i n e s 1 a - 1 f 53 2 0 0 9 1 2 - 1 5 - 2 5 Bu s i n e s s C o d e Bu s i n e s s C o d e To t a l r e v e n u e . (A ) ( B ) ( C ) ( D ) 1 a bcdef 1111111abcdefg g Contributions, Gifts, Grantsand Other Similar Amounts h T o t a l . abcdefg 2 Program ServiceRevenue To t a l . 3456 a bcd 6a6b6c 7 a 7a7b7c bcdabc 8 8a8b 9 a bc 9a9b 10 a bc 10 a 10 b Other Revenue 11 a bcde MiscellaneousRevenue To t a l . 12 Re v e n u e e x c l u d e d fr o m t a x u n d e r se c t i o n s 5 1 2 - 5 1 4 All o t h e r c o n t r i b u t i o n s , g i f t s , g r a n t s , a n d sim i l a r a m o u n t s n o t i n c l u d e d a b o v e Gr o s s a m o u n t f r o m s a l e s o f as s e t s o t h e r t h a n i n v e n t o r y co s t o r o t h e r b a s i s an d s a l e s e x p e n s e s Gr o s s i n c o m e f r o m f u n d r a i s i n g e v e n t s Se e i n s t r u c t i o n s Fo r m ( 2 0 2 5 ) Pa g e Fo r m 9 9 0 ( 2 0 2 5 ) Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t V I I I To t a l r e v e n u e Re l a t e d o r e x e m p t fu n c t i o n r e v e n u e Un r e l a t e d bu s i n e s s r e v e n u e Fe d e r a t e d c a m p a i g n s Me m b e r s h i p d u e s ~~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ Fu n d r a i s i n g e v e n t s Re l a t e d o r g a n i z a t i o n s ~~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ Go v e r n m e n t g r a n t s ( c o n t r i b u t i o n s ) ~ $ Ad d l i n e s 1 a - 1 f All o t h e r p r o g r a m s e r v i c e r e v e n u e ~ ~ ~ ~ ~ Ad d l i n e s 2 a - 2 f In v e s t m e n t i n c o m e ( i n c l u d i n g d i v i d e n d s , i n t e r e s t , a n d ot h e r s i m i l a r a m o u n t s ) In c o m e f r o m i n v e s t m e n t o f t a x - e x e m p t b o n d p r o c e e d s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ro y a l t i e s (i ) R e a l ( i i ) P e r s o n a l Gr o s s r e n t s Le s s : r e n t a l e x p e n s e s Re n t a l i n c o m e o r ( l o s s ) Ne t r e n t a l i n c o m e o r ( l o s s ) ~~ ~ ~ ~ ~ (i ) S e c u r i t i e s ( i i ) O t h e r Le s s : Ga i n o r ( l o s s ) ~~ ~ ~~ ~ ~ ~ Ne t g a i n o r ( l o s s ) ( n o t in c l u d i n g $ of co n t r i b u t i o n s r e p o r t e d o n l i n e 1 c ) . S e e Pa r t I V , l i n e 1 8 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Le s s : d i r e c t e x p e n s e s ~ ~ ~ ~ ~ ~ ~ ~ Ne t i n c o m e o r ( l o s s ) f r o m f u n d r a i s i n g e v e n t s Gr o s s i n c o m e f r o m g a m i n g a c t i v i t i e s . S e e Pa r t I V , l i n e 1 9 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Le s s : d i r e c t e x p e n s e s Ne t i n c o m e o r ( l o s s ) f r o m g a m i n g a c t i v i t i e s ~~ ~ ~ ~ ~ ~ ~ Gr o s s s a l e s o f i n v e n t o r y , l e s s r e t u r n s an d a l l o w a n c e s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Le s s : c o s t o f g o o d s s o l d Ne t i n c o m e o r ( l o s s ) f r o m s a l e s o f i n v e n t o r y ~~ ~ ~ ~ ~ ~ All o t h e r r e v e n u e ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 1 1 a - 1 1 d 9 Pa r t V I I I St a t e m e n t o f R e v e n u e 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 52 7 , 7 0 0 . 42 3 , 1 5 0 . 95 0 , 8 5 0 . MA K E R S P A C E M E M B E R S H I P S 9 0 0 0 9 9 8 3 , 7 0 2 . 8 3 , 7 0 2 . CO M M U N I T Y D E V E L O P M E N T 9 0 0 0 9 9 3 3 , 3 1 6 . 3 3 , 3 1 6 . 11 7 , 0 1 8 . 19 , 9 1 5 . 1 9 , 9 1 5 . 34 0 , 3 5 6 . 33 3 , 8 5 6 . 6, 5 0 0 . 6, 5 0 0 . 6 , 5 0 0 . 6, 0 1 2 . 8, 8 5 2 . -2 , 8 4 0 . - 2 , 8 4 0 . 1, 0 9 1 , 4 4 3 . 1 1 7 , 0 1 8 . 0 . 2 3 , 5 7 5 . if f o l l o w i n g S O P 9 8 - 2 ( A S C 9 5 8 - 7 2 0 ) 53 2 0 1 0 1 2 - 1 5 - 2 5 To t a l f u n c t i o n a l e x p e n s e s . Jo i n t c o s t s . (A ) ( B ) ( C ) ( D ) 1234567891011 abcdefg 12131415161718192021222324 abcde 2526 Se c t i o n 5 0 1 ( c ) ( 3 ) a n d 5 0 1 ( c ) ( 4 ) o r g a n i z a t i o n s m u s t c o m p l e t e a l l c o l u m n s . A l l o t h e r o r g a n i z a t i o n s m u s t c o m p l e t e c o l u m n ( A ) . Gr a n t s a n d o t h e r a s s i s t a n c e t o d o m e s t i c o r g a n i z a t i o n s an d d o m e s t i c g o v e r n m e n t s . S e e P a r t I V , l i n e 2 1 Co m p e n s a t i o n n o t i n c l u d e d a b o v e t o d i s q u a l i f i e d pe r s o n s ( a s d e f i n e d u n d e r s e c t i o n 4 9 5 8 ( f ) ( 1 ) ) a n d pe r s o n s d e s c r i b e d i n s e c t i o n 4 9 5 8 ( c ) ( 3 ) ( B ) Pe n s i o n p l a n a c c r u a l s a n d c o n t r i b u t i o n s ( i n c l u d e se c t i o n 4 0 1 ( k ) a n d 4 0 3 ( b ) e m p l o y e r c o n t r i b u t i o n s ) Pr o f e s s i o n a l f u n d r a i s i n g s e r v i c e s . S e e P a r t I V , l i n e 1 7 (I f l i n e 1 1 g a m o u n t e x c e e d s 1 0 % o f l i n e 2 5 , co l u m n ( A ) , a m o u n t , l i s t l i n e 1 1 g e x p e n s e s o n S c h O . ) Ot h e r e x p e n s e s . I t e m i z e e x p e n s e s n o t c o v e r e d ab o v e . ( L i s t m i s c e l l a n e o u s e x p e n s e s o n l i n e 2 4 e . I f li n e 2 4 e a m o u n t e x c e e d s 1 0 % o f l i n e 2 5 , c o l u m n ( A ) , am o u n t , l i s t l i n e 2 4 e e x p e n s e s o n S c h e d u l e O . ) Ad d l i n e s 1 t h r o u g h 2 4 e C o m p l e t e t h i s l i n e o n l y i f t h e o r g a n i z a t i o n re p o r t e d i n c o l u m n ( B ) j o i n t c o s t s f r o m a c o m b i n e d ed u c a t i o n a l c a m p a i g n a n d f u n d r a i s i n g s o l i c i t a t i o n . Ch e c k h e r e Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t I X To t a l e x p e n s e s P r o g r a m s e r v i c e ex p e n s e s Ma n a g e m e n t a n d ge n e r a l e x p e n s e s Fu n d r a i s i n g ex p e n s e s ~ Gr a n t s a n d o t h e r a s s i s t a n c e t o d o m e s t i c in d i v i d u a l s . S e e P a r t I V , l i n e 2 2 ~ ~ ~ ~ ~ ~ ~ Gr a n t s a n d o t h e r a s s i s t a n c e t o f o r e i g n or g a n i z a t i o n s , f o r e i g n g o v e r n m e n t s , a n d f o r e i g n in d i v i d u a l s . S e e P a r t I V , l i n e s 1 5 a n d 1 6 ~ ~ ~ Be n e f i t s p a i d t o o r f o r m e m b e r s ~ ~ ~ ~ ~ ~ ~ Co m p e n s a t i o n o f c u r r e n t o f f i c e r s , d i r e c t o r s , tr u s t e e s , a n d k e y e m p l o y e e s ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ Ot h e r s a l a r i e s a n d w a g e s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ot h e r e m p l o y e e b e n e f i t s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Pa y r o l l t a x e s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Fe e s f o r s e r v i c e s ( n o n e m p l o y e e s ) : Ma n a g e m e n t Le g a l Ac c o u n t i n g Lo b b y i n g ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ In v e s t m e n t m a n a g e m e n t f e e s Ot h e r . ~~ ~ ~ ~ ~ ~ ~ Ad v e r t i s i n g a n d p r o m o t i o n Of f i c e e x p e n s e s In f o r m a t i o n t e c h n o l o g y Ro y a l t i e s ~~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Oc c u p a n c y ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Tr a v e l Pa y m e n t s o f t r a v e l o r e n t e r t a i n m e n t e x p e n s e s fo r a n y f e d e r a l , s t a t e , o r l o c a l p u b l i c o f f i c i a l s ~ Co n f e r e n c e s , c o n v e n t i o n s , a n d m e e t i n g s ~ ~ In t e r e s t Pa y m e n t s t o a f f i l i a t e s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ De p r e c i a t i o n , d e p l e t i o n , a n d a m o r t i z a t i o n In s u r a n c e ~~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Al l o t h e r e x p e n s e s Fo r m ( 2 0 2 5 ) Do n o t i n c l u d e a m o u n t s r e p o r t e d o n l i n e s 6 b , 7b , 8 b , 9 b , a n d 1 0 b o f P a r t V I I I . 10 St a t e m e n t o f F u n c t i o n a l E x p e n s e s Pa r t I X 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 9, 0 0 0 . 9 , 0 0 0 . 5, 9 0 8 . 5 , 9 0 8 . 10 5 , 6 7 5 . 5 8 , 0 3 7 . 3 8 , 8 1 2 . 8 , 8 2 6 . 27 9 , 9 8 3 . 1 9 0 , 7 3 9 . 7 9 , 4 3 6 . 9 , 8 0 8 . 3, 9 2 6 . 2 , 7 3 6 . 1 , 0 7 5 . 1 1 5 . 10 , 9 6 6 . 7 , 1 9 0 . 3 , 2 8 9 . 4 8 7 . 29 , 5 0 6 . 1 9 , 0 5 7 . 9 , 0 3 2 . 1 , 4 1 7 . 90 0 . 9 0 0 . 25 , 9 7 0 . 2 5 , 9 7 0 . 37 , 1 1 8 . 2 1 , 4 5 1 . 1 5 , 6 6 7 . 26 1 . 2 6 1 . 21 , 3 6 2 . 2 , 0 4 9 . 1 9 , 3 1 3 . 24 , 8 3 0 . 1 6 , 0 3 7 . 7 , 6 0 1 . 1 , 1 9 2 . 6, 0 8 6 . 7 1 5 . 5 , 3 7 1 . 60 , 5 4 2 . 6 0 , 5 4 2 . CO M M U N I T Y E V E N T V E N U E , 1 4 5 , 3 8 0 . 1 4 1 , 8 4 6 . 3 , 5 3 4 . MA K E R S P A C E - E Q U I P M E N T 1 4 0 , 1 8 2 . 1 4 0 , 1 8 2 . OT H E R E X P E N S E S 2 8 , 8 0 8 . 7 4 8 . 2 8 , 0 6 0 . 93 6 , 4 0 3 . 6 7 6 , 2 3 7 . 2 3 4 , 7 8 7 . 2 5 , 3 7 9 . 53 2 0 1 1 1 2 - 1 5 - 2 5 (A ) ( B ) 123456789101112131415161718192021222324252627282930313233 12345678910 c 11121314151617181920212223242526 ab 10 a 10 b Assets To t a l a s s e t s . Liabilities To t a l l i a b i l i t i e s . Or g a n i z a t i o n s t h a t f o l l o w F A S B A S C 9 5 8 , c h e c k h e r e an d c o m p l e t e l i n e s 2 7 , 2 8 , 3 2 , a n d 3 3 . 2728 Or g a n i z a t i o n s t h a t d o n o t f o l l o w F A S B A S C 9 5 8 , c h e c k h e r e an d c o m p l e t e l i n e s 2 9 t h r o u g h 3 3 . 2930313233 Net Assets or Fund Balances Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t X Be g i n n i n g o f y e a r E n d o f y e a r Ca s h - n o n - i n t e r e s t - b e a r i n g Sa v i n g s a n d t e m p o r a r y c a s h i n v e s t m e n t s Ple d g e s a n d g r a n t s r e c e i v a b l e , n e t ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ac c o u n t s r e c e i va b l e , n e t ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Lo a n s a n d o t h e r r e c e i v a b l e s f r o m a n y cu r r e n t o r f o r m e r o f f i c e r , d i r e c t o r , tr u s t e e , k e y e m p l o y e e , c r e a t o r o r f o u n d e r , s u b s t a n t i a l c o n t r i b u t o r , o r 3 5 % co n t r o l l e d e n t i t y o r f a m i l y m e m b e r o f a n y o f t h e s e p e r s o n s ~ ~ ~ ~ ~ ~ ~ ~ ~ Lo a n s a n d o t h e r r e c e i v a b l e s f r o m o t h e r d i s q u a l i f i e d p e r s o n s ( a s d e f i n e d un d e r s e c t i o n 4 9 5 8 ( f ) ( 1 ) ) , a n d p e r s o n s d e s c r i b e d i n s e c t i o n 4 9 5 8 ( c ) ( 3 ) ( B ) ~ ~ No t e s a n d l o a n s r e c e i v a b l e , n e t In v e n t o r i e s f o r s a l e o r u s e Pr e p a i d e x p e n s e s a n d d e f e r r e d c h a r g e s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ La n d , b u i l d i n g s , a n d e q u i p m e n t : c o s t o r o t h e r ba s i s . C o m p l e t e P a r t V I o f S c h e d u l e D Le s s : a c c u m u l a t e d d e p r e c i a t i o n ~~ ~ ~~ ~ ~ ~ ~ In v e s t m e n t s - p u b l i c l y t r a d e d s e c u r i t i e s In v e s t m e n t s - o t h e r s e c u r i t i e s . S e e P a r t I V , l i n e 1 1 In v e s t m e n t s - p r o g r a m - r e l a t e d . S e e P a r t I V , l i n e 1 1 In t a n g i b l e a s s e t s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ot h e r a s s e t s . S e e P a r t I V , l i n e 1 1 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 1 t h r o u g h 1 5 ( m u s t e q u a l l i n e 3 3 ) Ac c o u n t s p a y a b l e a n d a c c r u e d e x p e n s e s Gr a n t s p a y a b l e De f e r r e d r e v e n u e ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ta x - e x e m p t b o n d l i a b i l i t i e s Es c r o w o r c u s t o d i a l a c c o u n t l i a b i l i t y . C o m p l e t e P a r t I V o f S c h e d u l e D ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ Lo a n s a n d o t h e r p a y a b l e s t o a n y c u rr e n t o r f o r m e r o f f i c e r , d i r e c t o r , tr u s t e e , k e y e m p l o y e e , c r e a t o r o r f o u n d e r , s u b s t a n t i a l c o n t r i b u t o r , o r 3 5 % co n t r o l l e d e n t i t y o r f a m i l y m e m b e r o f a n y o f t h e s e p e r s o n s ~~ ~ ~ ~ ~ ~ ~ ~ Se c u r e d m o r t g a g e s a n d n o t e s p a y a b l e t o u n r e l a t e d t h i r d p a r t i e s ~ ~ ~ ~ ~ ~ Un s e c u r e d n o t e s a n d l o a n s p a y a b l e t o u n r e l a t e d t h i r d p a r t i e s ~ ~ ~ ~ ~ ~ ~ ~ Ot h e r l i a b i l i t i e s ( i n c l u d i n g f e d e r a l i n c o m e t a x , p a y a b l e s t o r e l a t e d t h i r d pa r t i e s , a n d o t h e r l i a b i l i t i e s n o t i n c l u d e d o n l i n e s 1 7 - 2 4 ) . C o m p l e t e P a r t X of S c h e d u l e D ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 1 7 t h r o u g h 2 5 Ne t a s s e t s w i t h o u t d o n o r r e s t r i c t i o n s Ne t a s s e t s w i t h d o n o r r e s t r i c t i o n s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ca p i t a l s t o c k o r t r u s t p r i n c i p a l , o r c u r r e n t f u n d s Pa i d - i n o r c a p i t a l s u r p l u s , o r l a n d , b u i l d i n g , o r e q u i p m e n t f u n d Re t a i n e d e a r n i n g s , e n d o w m e n t , a c c u m u l a t e d i n c o m e , o r o t h e r f u n d s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ To t a l n e t a s s e t s o r f u n d b a la n c e s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ To t a l l i a b i l i t i e s a n d n e t a s s e t s / f u n d b a l a n c e s Fo r m ( 2 0 2 5 ) 11 Ba l a n c e S h e e t Pa r t X 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 16 9 , 5 0 1 . 2 1 4 , 0 2 7 . 61 4 , 9 6 0 . 3 3 2 , 0 8 8 . 34 8 , 3 2 6 . 1 , 1 4 0 , 7 0 3 . 12 3 , 4 1 3 . 1 3 8 , 2 6 3 . 35 , 2 3 9 . 3 5 , 2 3 9 . 66 3 , 7 3 9 . 19 2 , 1 2 0 . 5 2 3 , 2 9 9 . 4 7 1 , 6 1 9 . 15 0 , 9 5 7 . 3 2 5 , 8 3 7 . 1, 9 6 5 , 6 9 5 . 2 , 6 5 7 , 7 7 6 . 16 , 3 9 2 . 1 8 , 3 6 8 . 20 0 , 0 0 0 . 2 5 , 3 3 7 . 21 6 , 3 9 2 . 4 3 , 7 0 5 . X 1, 3 8 9 , 6 6 7 . 1 , 2 6 9 , 3 0 9 . 35 9 , 6 3 6 . 1 , 3 4 4 , 7 6 2 . 1, 7 4 9 , 3 0 3 . 2 , 6 1 4 , 0 7 1 . 1, 9 6 5 , 6 9 5 . 2 , 6 5 7 , 7 7 6 . 53 2 0 1 2 1 2 - 1 5 - 2 5 12345678910 12345678910 Ye s N o 123abc 2a2b2c ab 3a3b Fo r m 9 9 0 ( 2 0 2 5 ) Pa g e Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t X I To t a l r e v e n u e ( m u s t e q u a l P a r t V I I I , c o l u m n ( A ) , l i n e 1 2 ) To t a l e x p e n s e s ( m u s t e q u a l P a rt I X , c o l u m n ( A ) , l i n e 2 5 ) Re v e n u e l e s s e x p e n s e s . S u b t r a c t l i n e 2 f r o m l i n e 1 Ne t a s s e t s o r f u n d b a l a n c e s a t b e g i n n i n g o f y e a r ( m u s t e q u a l P a r t X , l i n e 3 2 , c o l u m n ( A ) ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ Ne t u n r e a l i z e d g a i n s ( l o s s e s ) o n i n v e s t m e n t s Do n a t e d s e r v i c e s a n d u s e o f f a c i l i t i e s In v e s t m e n t e x p e n s e s Pr i o r p e r i o d a d j u s t m e n t s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ot h e r c h a n g e s i n n e t a s s e t s o r f u n d b a l a n c e s ( e x p l a i n o n S c h e d u l e O ) Ne t a s s e t s o r f u n d b a l a n c e s a t e n d o f y e a r . C o mb i n e l i n e s 3 t h r o u g h 9 ( m u s t e q u a l P a r t X , l i n e 3 2 , co l u m n ( B ) ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ch e c k i f S c h e d u l e O c o n t a i n s a r e s p o n s e o r n o t e t o a n y l i n e i n t h i s P a r t X I I Ac c o u n t i n g m e t h o d u s e d t o p r e p ar e t h e F o r m 9 9 0 : C a s h A c c r u a l O t h e r If t h e o r g a n i z a t i o n c h a n g e d i t s m e t h o d o f a c c o u n t i n g f r o m a p r i o r y e a r o r c h e c k e d " O t h e r , " e x p l a i n o n S c h e d u l e O . We r e t h e o r g a n i z a t i o n ' s f i n a n c i a l s t a t e m e n t s c o m p ile d o r r e v i e w e d b y a n in d e p e n d e n t a c c o u n t a n t ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " c h e c k a b o x b e l o w t o i n d i c a t e w h e t h e r t h e f i n a n c i a l s t a t e m e n t s f o r t h e y e a r w e r e c o m p i l e d o r r e v i e w e d o n a se p a r a t e b a s i s , c o n s o l i d a t e d b a s i s , o r b o t h : Se p a r a t e b a s i s C o n s o l i d a t e d b a s i s B o t h c o n s o l i d a t e d a n d s e p a r a t e b a s i s We r e t h e o r g a n i z a t i o n ' s f i n a n c i a l s t a t e m e n t s a u d i t e d b y a n i n d e pe n d e n t a c c o un t a n t ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " c h e c k a b o x b e l o w t o i n d i c a t e w h e t h e r t h e f i n a n c i a l s t a t e m e n t s f o r t h e y e a r w e r e a u d i t e d o n a s e p a r a t e b a s i s , co n s o l i d a t e d b a s i s , o r b o t h : Se p a r a t e b a s i s C o n s o l i d a t e d b a s i s B o t h c o n s o l i d a t e d a n d s e p a r a t e b a s i s If " Y e s " t o l i n e 2 a o r 2 b , d o e s t h e o r g a n i z a t i o n h a v e a c o m m i t t e e t h a t a s s u m e s r e s p o n s i b i l i t y f o r o v e r s i g h t o f t h e a u d i t , re v i e w , o r c o m p i l a t i o n o f i t s f i n a n c i a l s t a t e m e n t s a n d s e l e c t i o n o f a n i n de p e n d e n t a cc o u n t a n t ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n c h a n g e d e i t h e r i t s o v e r s i g h t p r o c e s s o r se l e c t i o n p r o c e s s d u r i n g t h e t a x y e a r , e x p l a i n o n S c h e d u l e O . As a r e s u l t o f a f e d e r a l a w a r d , w a s t h e o r g a n i z a t i o n r e q u i r e d t o u n d e r g o a n a u d i t o r a u d i t s a s s e t f o r t h i n t h e Un i f o r m G u i d a n c e , 2 C . F . R . P a r t 2 0 0 , S u b p a r t F ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s , " d i d t h e o r g a n i z a t i o n u n d e r g o t h e r e q u i r e d a u d i t o r au d i t s ? I f t h e o r g a n i z a t i o n d i d n o t u n d e r g o t h e r e q u i r e d a u d i t or a u d i t s , e x p l a i n w h y o n S c h e d u l e O a n d d e s c r i b e a n y s t e p s t a k e n t o u n d e r g o s u c h a u d i t s Fo r m ( 2 0 2 5 ) 12 Pa r t X I Re c o n c i l i a t i o n o f N e t A s s e t s Pa r t X I I Fi n a n c i a l S t a t e m e n t s a n d R e p o r t i n g 99 0 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 1, 0 9 1 , 4 4 3 . 93 6 , 4 0 3 . 15 5 , 0 4 0 . 1, 7 4 9 , 3 0 3 . 27 , 8 0 1 . 68 1 , 9 2 7 . 0. 2, 6 1 4 , 0 7 1 . X X X X X X X (iv ) I s t h e o r g a n i z a t i o n l i s t e d in y o u r g o v e r n i n g d o c u m e n t ? OM B N o . 1 5 4 5 - 0 0 4 7 De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e 53 2 0 2 1 1 2 - 1 0 - 2 5 (i ) ( i i i ) ( v ) ( v i ) (i i ) Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Na m e o f s u p p o r t e d or g a n i z a t i o n Ty p e o f o r g a n i z a t i o n (d e s c r i b e d o n l i n e s 1 - 1 0 ab o v e ( s e e i n s t r u c t i o n s ) ) Am o u n t o f m o n e t a r y su p p o r t ( s e e i n s t r u c t i o n s ) Am o u n t o f o t h e r su p p o r t ( s e e i n s t r u c t i o n s ) EI N Cr e a t e d 4 / 1 1 / 2 5 Fo r P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e t h e I n s t r u c t i o n s f o r F o r m 9 9 0 o r 9 9 0 - E Z . (F o r m 9 9 0 ) Co m p l e t e i f t h e o r g a n i z a t i o n i s a s e c t i o n 5 0 1 ( c ) ( 3 ) o r g a n i z a t i o n o r a s e c t i o n 49 4 7 ( a ) ( 1 ) n o n e x e m p t c h a r i t a b l e t r u s t . At t a c h t o F o r m 9 9 0 o r F o r m 9 9 0 - E Z . Go t o w w w . i r s . g o v / F o r m 9 9 0 f o r i n s t r u c t i o n s a n d t h e l a t e s t i n f o r m a t i o n . Op e n t o P u b l i c In s p e c t i o n Na m e o f t h e o r g a n i z a t i o n Em p l o y e r i d e n t i f i c a t i o n n u m b e r 123456789101112 se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( i i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( ii i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( ii i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( i v ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( v ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( v i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( v i ) . se c t i o n 1 7 0 ( b ) ( 1 ) ( A ) ( i x ) se c t i o n 5 0 9 ( a ) ( 2 ) . se c t i o n 5 0 9 ( a ) ( 4 ) . se c t i o n 5 0 9 ( a ) ( 1 ) s e c t i o n 5 0 9 ( a ) ( 2 ) s e c t i o n 5 0 9 ( a ) ( 3 ) . abcdef Ty p e I . Yo u m u s t c o m p l e t e P a r t I V , S e c t i o n s A a n d B . Ty p e I I . Yo u m u s t c o m p l e t e P a r t I V , S e c t i o n s A a n d C . Ty p e I I I f u n c t i o n a l l y i n t e g r a t e d . Yo u m u s t c o m p l e t e P a r t I V , S e c t i o n s A , D , a n d E . Ty p e I I I n o n - f u n c t i o n a l l y i n t e g r a t e d . Yo u m u s t c o m p l e t e P a r t I V , S e c t i o n s A a n d D , a n d P a r t V . g Ye s N o To t a l (A l l o r g a n i z a t i o n s m u s t c o m p l e t e t h i s p a r t . ) S e e i n s t r u c t i o n s . Th e o r g a n i z a t i o n i s n o t a p r i v a t e f o u n d a t i o n b e c a u s e i t i s : ( F o r l i n e s 1 t h r o u g h 1 2 , c h e c k o n l y o n e b o x . ) A c h u r c h , c o n v e n t i o n o f c h u r c h e s , o r as s o c i a t i o n o f c h u r c h e s d e s c r i b e d i n A s c h o o l d e s c r i b e d i n ( A t t a c h S c h e d u l e E ( F o r m 9 9 0 ) . ) A h o s p i t a l o r a c o o p e r a t i v e h o s p i t a l s e r v i c e o r g a n i z a t i o n d e s c r i b e d i n A m e d i c a l r e s e a r c h o r g a n i z a t i o n o p e r a t e d i n c o n j u n c t i o n w i t h a h o s p i t a l d e s c r i b e d i n E n t e r t h e h o s p i t a l ' s n a m e , ci t y , a n d s t a t e : An o r g a n i z a t i o n o p e r a t e d f o r t h e b e n e f i t o f a c o l l e g e o r u n i v e r s i t y o w n e d o r o p e r a t e d b y a g o v e r n m e n t a l u n i t d e s c r i b e d i n ( C o m p l e t e P a r t I I . ) A f e d e r a l , s t a t e , o r l o c a l g o v e r n m e n t o r g o v e r n m e n t a l u n i t d e s c r i b e d i n An o r g a n i z a t i o n t h a t n o r m a l l y r e c e i v e s a s u b s t a n t i a l p a r t o f i t s su p p o r t f r o m a g o v e r n m e n t a l u n i t o r f r o m t h e g e n e r a l p u b l i c d e sc r i b e d i n ( C o m p l e t e P a r t I I . ) A c o m m u n i t y t r u s t d e s c r i b e d i n ( C o m p l e t e P a r t I I . ) An a g r i c u l t u r a l r e s e a r c h o r g a n i z a t i o n d e s c r i b e d i n o p e r a t e d i n c o n j u n c t i o n w i t h a l a n d - g r a n t c o l l e g e or u n i v e r s i t y o r a n o n - l a n d - g r a n t c o l l e g e o f a g r i c u l t u r e ( s e e i n st r u c t i o n s ) . E n t e r t h e n a m e , c i t y , a n d s t a t e o f t h e c o l l e g e o r un i v e r s i t y : An o r g a n i z a t i o n t h a t n o r m a l l y r e c e i v e s ( 1 ) m o r e t h a n 3 3 1 / 3 % o f i t s s u p p o r t f r o m c o n t r i b u t i o n s , m e m b e r s h i p f e e s , a n d g r o s s r e c e ip t s f r o m ac t i v i t i e s r e l a t e d t o i t s e x e m p t f u n c t i o n s , s u b j e c t t o c e r t a i n e x ce p t i o n s ; a n d ( 2 ) n o m o r e t h a n 3 3 1 / 3 % o f i t s s u p p o r t f r o m g r o ss i n v e s t m e n t in c o m e a n d u n r e l a t e d b u s i n e s s t a x a b l e i n c o m e ( l e s s s e c t i o n 5 1 1 t a x ) f r o m b u s i n e s s e s a c q u i r e d b y th e o r g a n i z a t i o n a f t e r J u n e 3 0 , 1 9 7 5 . Se e ( C o m p l e t e P a r t I I I . ) An o r g a n i z a t i o n o r g a n i z e d a n d o p e r a t e d e x c l u s i v e l y t o t e s t f o r p u b l i c s a f e t y . S e e An o r g a n i z a t i o n o r g a n i z e d a n d o p e r a t e d e x c l u s i v e l y f o r t h e b e n e f i t o f , t o p e r f o r m t h e f u n c t i o n s o f , o r t o c a r r y o u t t h e p u r p o s e s o f o n e o r mo r e p u b l i c l y s u p p o r t e d o r g a n i z a t i o n s d e sc r i b e d i n o r . S e e C h e c k t h e b o x o n li n e s 1 2 a t h r o u g h 1 2 d t h a t d e s c r i b e s t h e t y p e o f s u p p o rt i n g o r g a n i z a t i o n a n d c o m p le t e l i n e s 1 2 e , 1 2 f , a n d 1 2 g . A s u p p o r t i n g o r g a n i z a t i o n o p e r a t e d , s u p e r v i s e d , o r c o n t r o l l e d b y i t s s u p p o r t e d o r g a n i z a t i o n ( s ) , t y p i c a l l y b y g i v i n g th e s u p p o r t e d o r g a n i z a t i o n ( s ) t h e p o w e r t o r e g u l a r l y a p p o i n t o r e l ec t a m a j o r i t y o f t h e d i r e c t o r s or t r u s t e e s o f t h e s u p p o r t i n g or g a n i z a t i o n . A s u p p o r t i n g o r g a n i z a t i o n s u p e r v i s e d o r c o n t r o l l e d i n c o n n e c t i o n w i t h i t s s u p p o r t e d o r g a n i z a t i o n ( s ) , b y h a v i n g co n t r o l o r m a n a g e m e n t o f t h e s u p p o r t i n g o r g a n i z a t i o n v e s t e d i n t h e s a m e p e r s o n s t h a t c o nt r o l o r m a n a g e t h e s u p p o r t e d or g a n i z a t i o n ( s ) . A s u p p o r t i n g o r g a n i z a t i o n o p e r a t e d i n c o n n e c t io n w i t h , a n d f u n c t i o n a l l y i n t e g r a t e d w i t h , it s s u p p o r t e d o r g a n i z a t i o n ( s ) ( s e e i n s t r u c t i o n s ) . A s u p p o r t i n g o r g a n i z a t i o n o p e r a t e d i n c o n n e c t i o n w i t h i t s s u p p o r t e d o r g a n i z a t i o n ( s ) th a t i s n o t f u n c t i o n a l l y i n t e g r a t e d . T h e o r g a n i z a t i o n g e n e r a l l y m u s t s a t i s f y a d i s t r i b u t i o n r e q u i r e m e n t a n d a n a t t e n t i v e n e s s re q u i r e m e n t ( s e e i n s t r u c t i o n s ) . Ch e c k t h i s b o x i f t h e o r g a n i z a t i o n r e c e i v e d a w r i t t e n d e t e r m i n a t i o n f r o m t h e I R S t h a t i t i s a T y p e I , T y p e I I , T y p e I I I fu n c t i o n a l l y i n t e g r a t e d , o r T y p e I I I n o n - f u n c t i o n a l l y i n t e g r a t e d s u p p o r t i n g o r g a n i z a t i o n . En t e r t h e n u m b e r o f s u pp o r t e d o r g a n i z a t i o n s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Pr o v i d e t h e f o l l o w i n g i n f o r m a t i o n a b o u t t h e s u p p o r t e d o r g a n i z a t i o n ( s ) . LH A SC H E D U L E A Pa r t I R e a s o n f o r P u b l i c C h a r i t y S t a t u s . Pu b l i c C h a r i t y S t a t u s a n d P u b l i c S u p p o r t 20 2 5 WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 X Su b t r a c t l i n e 5 f r o m l i n e 4 . 53 2 0 2 2 1 2 - 1 0 - 2 5 Ca l e n d a r y e a r ( o r f i s c a l y e a r b e g i n n i n g i n ) Ca l e n d a r y e a r ( o r f i s c a l y e a r b e g i n n i n g i n ) 2 (a ) ( b ) ( c ) ( d ) ( e ) ( f ) 12345 To t a l . 6 Pu b l i c s u p p o r t . (a ) ( b ) ( c ) ( d ) ( e ) ( f ) 78910111213 To t a l s u p p o r t . 12 Fi r s t 5 y e a r s . st o p h e r e 1415 1415161718 abab 33 1 / 3 % s u p p o r t t e s t - 2 0 2 5 . st o p h e r e . 33 1 / 3 % s u p p o r t t e s t - 2 0 2 4 . st o p h e r e . 10 % - f a c t s - a n d - c i r c u m s t a n c e s t e s t - 2 0 2 5 . st o p h e r e . 10 % - f a c t s - a n d - c i r c u m s t a n c e s t e s t - 2 0 2 4 . st o p h e r e . Pr i v a t e f o u n d a t i o n . Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Ad d l i n e s 7 t h r o u g h 1 0 Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e (C o m p l e t e o n l y i f y o u c h e c k e d t h e b o x o n l i n e 5 , 7 , o r 8 o f P a r t I o r i f t h e o r g a n i z a t i o n f a i l e d t o q u a l i f y u n d e r P a r t I I I . I f th e o r g a n i z a t i o n fa i l s t o q u a l i f y u n d e r t h e t e s t s l i s t e d b e l o w , p l e a s e c o m p l e t e P a r t I I I . ) 20 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 T o t a l Gi f t s , g r a n t s , c o n t r i b u t i o n s , a n d me m b e r s h i p f e e s r e c e i v e d . ( D o n o t in c l u d e a n y " u n u s u a l g r a n t s . " ) ~~ Ta x r e v e n u e s l e v i e d f o r t h e o r g a n - iz a t i o n ' s b e n e f i t a n d e i t h e r p a i d t o or e x p e n d e d o n i t s b e h a l f ~~ ~ ~ Th e v a l u e o f s e r v i c e s o r f a c i l i t i e s fu r n i s h e d b y a g o v e r n m e n t a l u n i t t o th e o r g a n i z a t i o n w i t h o u t c h a r g e ~ A d d l i n e s 1 t h r o u g h 3 ~ ~ ~ Th e p o r t i o n o f t o t a l c o n t r i b u t i o n s by e a c h p e r s o n ( o t h e r t h a n a go v e r n m e n t a l u n i t o r p u b l i c l y su p p o r t e d o r g a n i z a t i o n ) i n c l u d e d on l i n e 1 t h a t e x c e e d s 2 % o f t h e am o u n t s h o w n o n l i n e 1 1 , co l u m n ( f ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 20 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 T o t a l Am o u n t s f r o m l i n e 4 ~ ~ ~ ~ ~ ~ ~ Gr o s s i n c o m e f r o m i n t e r e s t , div i d e n d s , p a y m e n t s r e c e i v e d o n se c u r i t i e s l o a n s , r e n t s , r o y a l t i e s , an d i n c o m e f r o m s i m i l a r s o u r c e s ~ Ne t i n c o m e f r o m u n r e l a t e d b u s i n e s s ac t i v i t i e s , w h e t h e r o r n o t t h e bu s i n e s s i s r e g u l a r l y c a r r i e d o n ~ Ot h e r i n c o m e . D o n o t i n c l u d e g a i n or l o s s f r o m t h e s a l e o f c a p i t a l as s e t s ( E x p l a i n i n P a r t V I . ) ~ ~ ~ ~ Gr o s s r e c e i p t s f r o m r e l a t e d a c t i v i ti e s , e t c . ( s e e in s t r u c t i o n s ) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e F o r m 9 9 0 i s f o r t h e o r g a n i z a t i o n ' s f i r s t , s e c o n d , th i r d , f o u r t h , o r f i f t h t a x ye a r a s a s e c t i o n 5 0 1 ( c ) ( 3 ) or g a n i z a t i o n , c h e c k t h i s b o x a n d ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Pu b l i c s u p p o r t p e r c e n t a g e f o r 2 0 2 5 ( l i n e 6 , c o l u m n ( f ) , d i v i d e d b y l i n e 1 1 , c o l u m n ( f ) ) Pu b l i c s u p p o r t p e r c e n t a g e f r o m 2 0 2 4 S c h e d u l e A , P a r t I I , l i n e 1 4 %% ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k t h e b o x o n l i n e 1 3 , a n d l i n e 1 4 i s 3 3 1 / 3 % o r m o r e , c h e c k t h i s b o x a n d Th e o r g a n i z a t i o n q u a l i f i e s a s a pu b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 3 o r 1 6 a , a n d l i n e 1 5 i s 3 3 1 / 3 % o r m o r e , c h e c k t h i s b o x an d T h e o r g a n i z a t i o n q u a l i f i e s a s a p u b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 3 , 1 6 a , o r 1 6 b , a n d l i n e 1 4 i s 1 0 % o r m o r e , an d i f t h e o r g a n i z a t i o n m e e t s t h e f a c t s - a n d- c i r c u m s t a n c e s t e s t , c h e c k t h i s b o x a n d E x p l a i n i n P a r t V I h o w t h e o r g a n i z a t i o n me e t s t h e f a c t s - a n d - c i r c u m s t a n c e s t e s t . T h e o r g a n i z a t i on q u a l i f i e s a s a p u b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 3 , 1 6 a , 1 6 b , o r 1 7 a , a n d l i n e 1 5 i s 1 0 % o r mo r e , a n d i f t h e o r g a n i z a t i o n m e e t s t h e f a c t s - a n d - c i r c u m s t a n ce s t e s t , c h e c k t h i s b o x a n d E x p l a i n i n P a r t V I h o w t h e or g a n i z a t i o n m e e t s t h e f a c t s - a n d - c i r c u m s t a n c e s t e s t . T h e o r g a ni z a t i o n q u a l i f i e s a s a p u b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 3 , 1 6 a , 1 6 b , 1 7 a , o r 1 7 b , c h e c k t h i s b o x a n d s e e i n s t r u c t i o n s Pa r t I I S u p p o r t S c h e d u l e f o r O r g a n i z a t i o n s D e s c r i b e d i n S e c t i o n s 1 7 0 ( b ) ( 1 ) ( A ) ( i v ) a n d 1 7 0 ( b ) ( 1 ) ( A ) ( v i ) Se c t i o n A . P u b l i c S u p p o r t Se c t i o n B . T o t a l S u p p o r t Se c t i o n C . C o m p u t a t i o n o f P u b l i c S u p p o r t P e r c e n t a g e WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 46 9 , 6 2 0 . 4 8 7 , 3 8 2 . 3 3 2 , 5 3 2 . 5 8 7 , 4 7 0 . 9 5 0 , 8 5 0 . 2, 8 2 7 , 8 5 4 . 91 , 6 7 0 . 1 1 0 , 0 0 4 . 1 1 0 , 0 0 4 . 3 1 1 , 6 7 8 . 46 9 , 6 2 0 . 4 8 7 , 3 8 2 . 4 2 4 , 2 0 2 . 6 9 7 , 4 7 4 . 1, 0 6 0 , 8 5 4 . 3 , 1 3 9 , 5 3 2 . 3, 1 3 9 , 5 3 2 . 46 9 , 6 2 0 . 4 8 7 , 3 8 2 . 4 2 4 , 2 0 2 . 6 9 7 , 4 7 4 . 1, 0 6 0 , 8 5 4 . 3 , 1 3 9 , 5 3 2 . 34 6 . 1 6 , 5 7 9 . 1 5 , 2 6 8 . 2 7 , 2 0 1 . 1 7 , 8 2 4 . 7 7 , 2 1 8 . 3, 2 1 6 , 7 5 0 . 26 3 , 9 9 8 . 97 . 6 0 91 . 8 2 X (S u b t r a c t l i n e 7 c f r o m l i n e 6 . ) Am o u n t s i n c l u d e d o n l i n e s 2 a n d 3 r e c e i v e d fr o m o t h e r t h a n d i s q u a l i f i e d p e r s o n s t h a t ex c e e d t h e g r e a t e r o f $ 5 , 00 0 o r 1 % o f t h e am o u n t o n l i n e 1 3 f o r t h e y e a r (A d d l i n e s 9 , 1 0 c , 1 1 , a n d 1 2 . ) 53 2 0 2 3 1 2 - 1 0 - 2 5 Ca l e n d a r y e a r ( o r f i s c a l y e a r b e g i n n i n g i n ) Ca l e n d a r y e a r ( o r f i s c a l y e a r b e g i n n i n g i n ) To t a l s u p p o r t . 3 (a ) ( b ) ( c ) ( d ) ( e ) ( f ) 1234567 To t a l . abc8 P u b l i c s u p p o r t . (a ) ( b ) ( c ) ( d ) ( e ) ( f ) 910 a bc 11121314 Fi r s t 5 y e a r s . st o p h e r e 1516 1516 17181920 20 2 5 20 2 4 1718 ab 33 1 / 3 % s u p p o r t t e s t s - 2 0 2 5 . st o p h e r e . 33 1 / 3 % s u p p o r t t e s t s - 2 0 2 4 . st o p h e r e . Pr i v a t e f o u n d a t i o n . Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Un r e l a t e d b u s i n e s s t a x a b l e i n c o m e (le s s s e c t i o n 5 1 1 t a x e s ) f r o m b u s i n e s s e s ac q u i r e d a f t e r J u n e 3 0 , 1 9 7 5 Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e (C o m p l e t e o n l y i f y o u c h e c k e d t h e b o x o n l i n e 1 0 o f P a r t I o r i f t h e o r g a n i z a t i o n f a i l e d t o q u a l i f y u n d e r P a r t I I . I f t h e o r g a n iz a t i o n f a i l s t o qu a l i f y u n d e r t h e t e s t s l i s t e d b e l o w , p l e a s e c o m p l e t e P a r t I I . ) 20 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 T o t a l Gi f t s , g r a n t s , c o n t r i b u t i o n s , a n d me m b e r s h i p f e e s r e c e i v e d . ( D o n o t in c l u d e a n y " u n u s u a l g r a n t s . " ) ~~ Gr o s s r e c e i p t s f r o m a d m i s s i o n s , me r c h a n d i s e s o l d o r s e r v i c e s p e r - fo r m e d , o r f a c i l i t i e s f u r n i s h e d i n an y a c t i v i t y t h a t i s r e l a t e d t o t h e or g a n i z a t i o n ' s t a x - e x e m p t p u r p o s e Gr o s s r e c e i p t s f r o m a c t i v i t i e s t h a t ar e n o t a n u n r e l a t e d t r a d e o r b u s - in e s s u n d e r s e c t i o n 5 1 3 ~~ ~ ~ ~ Ta x r e v e n u e s l e v i e d f o r t h e o r g a n - iz a t i o n ' s b e n e f i t a n d e i t h e r p a i d t o or e x p e n d e d o n i t s b e h a l f ~~ ~ ~ Th e v a l u e o f s e r v i c e s o r f a c i l i t i e s fu r n i s h e d b y a g o v e r n m e n t a l u n i t t o th e o r g a n i z a t i o n w i t h o u t c h a r g e ~ ~~ ~ A d d l i n e s 1 t h r o u g h 5 Am o u n t s i n c l u d e d o n l i n e s 1 , 2 , a n d 3 r e c e i v e d f r o m d i s q u a l i f i e d p e r s o n s ~~ ~ ~ ~ ~ Ad d l i n e s 7 a a n d 7 b ~ ~ ~ ~ ~ ~ ~ 20 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 T o t a l Am o u n t s f r o m l i n e 6 ~ ~ ~ ~ ~ ~ ~ Gr o s s i n c o m e f r o m i n t e r e s t , div i d e n d s , p a y m e n t s r e c e i v e d o n se c u r i t i e s l o a n s , r e n t s , r o y a l t i e s , an d i n c o m e f r o m s i m i l a r s o u r c e s ~ ~~ ~ ~ Ad d l i n e s 1 0 a a n d 1 0 b ~ ~ ~ ~ ~ ~ Ne t i n c o m e f r o m u n r e l a t e d b u s i n e s s ac t i v i t i e s n o t i n c l u d e d o n l i n e 1 0 b , wh e t h e r o r n o t t h e b u s i n e s s i s re g u l a r l y c a r r i e d o n ~~ ~ ~ ~ ~ ~ Ot h e r i n c o m e . D o n o t i n c l u d e g a i n or l o s s f r o m t h e s a l e o f c a p i t a l as s e t s ( E x p l a i n i n P a r t V I . ) ~~ ~ ~ If t h e F o r m 9 9 0 i s f o r t h e o r g a n i z a t i o n ' s f i r s t , s e c o n d , t h i r d , f o u r t h , o r f i f t h t a x y e a r a s a s e c t i o n 5 0 1 ( c ) ( 3 ) o r g a n i z a t i o n , ch e c k t h i s b o x a n d Pu b l i c s u p p o r t p e r c e n t a g e f o r 2 0 2 5 ( l i n e 8 , c o l u m n ( f ) , d i v i d e d b y l i n e 1 3 , c o l u m n ( f ) ) Pu b l i c s u p p o r t p e r c e n t a g e fr o m 2 0 2 4 S c h e d u l e A , P a r t II I , l i n e 1 5 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ % % In v e s t m e n t i n c o m e p e r c e n t a g e f o r ( l i n e 1 0 c , c o l u m n ( f ) , d i v i d e d b y l i n e 1 3 , c o l u m n ( f ) ) In v e s t m e n t i n c o m e p e r c e n t a g e f r o m S c h e d u l e A , P a r t I I I , l i n e 1 7 ~~ ~ ~ ~ ~ ~ ~ % % ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k t h e b o x o n l i n e 1 4 , a n d l i n e 1 5 i s m o r e t h a n 3 3 1 / 3 % , a n d l i n e 1 7 i s n o t mo r e t h a n 3 3 1 / 3 % , c h e c k t h i s b o x a n d T h e o r g a n i z a t i on q u a l i f i e s a s a p u b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 4 or l i n e 1 9 a , a n d l i n e 1 6 i s m o r e t h a n 3 3 1 / 3 % , a n d lin e 1 8 i s n o t m o r e t h a n 3 3 1 / 3 % , c h e c k t h i s b o x a n d T h e o r g a niz a t i o n q u a l i f i e s a s a p u b l i c l y s u p p o r t e d o r g a n i z a t i o n ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n d i d n o t c h e c k a b o x o n l i n e 1 4 , 1 9 a , o r 1 9 b , c h e c k t h i s b o x a n d s e e i n s t r u c t i o n s Pa r t I I I S u p p o r t S c h e d u l e f o r O r g a n i z a t i o n s D e s c r i b e d i n S e c t i o n 5 0 9 ( a ) ( 2 ) Se c t i o n A . P u b l i c S u p p o r t Se c t i o n B . T o t a l S u p p o r t Se c t i o n C . C o m p u t a t i o n o f P u b l i c S u p p o r t P e r c e n t a g e Se c t i o n D . C o m p u t a t i o n o f I n v e s t m e n t I n c o m e P e r c e n t a g e WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 2 4 1 2 - 1 0 - 2 5 4 Ye s N o 12345678910 P a r t V I 123a3b3c4a4b4c5a5b5c6789a9b9c 10 a 10 b P a r t V I abcabcabcabcab Pa r t V I P a r t V I P a r t V I P a r t V I P a r t V I , Ty p e I o r T y p e I I o n l y . Su b s t i t u t i o n s o n l y . Pa r t V I . Pa r t V I . Pa r t V I . Pa r t V I . Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 If " N o , " d e s c r i b e i n h o w t h e s u p p o r t e d o r g a n i z a t i o n s a r e d e s i g n a t e d . I f d e s i g n a t e d b y cl a s s o r p u r p o s e , d e s c r i b e t h e d e s i g n a t i o n . I f h i s t o r i c a n d c o n t i n u i n g r e l a t i o n s h i p , e x p l a i n . If " Y e s , " e x p l a i n i n h o w t h e o r g a n i z a t i o n d e t e r m i n e d t h a t t h e s u p p o r t e d or g a n i z a t i o n w a s d e s c r i b e d i n s e c t i o n 5 0 9 ( a ) ( 1 ) o r ( 2 ) . If " Y e s , " a n s w e r li n e s 3 b a n d 3 c b e l o w . If " Y e s , " d e s c r i b e i n w h e n a n d h o w t h e or g a n i z a t i o n m a d e t h e d e t e r m i n a t i o n . If " Y e s , " e x p l a i n i n w h a t c o n t r o l s t h e o r g a n i z a t i o n p u t i n p l a c e t o e n s u r e s u c h u s e . If "Y e s , " a n d i f y o u c h e c k e d b o x 1 2 a o r 1 2 b i n P a r t I , a n s w e r l i n e s 4 b a n d 4 c b e l o w . If " Y e s , " d e s c r i b e i n h o w t h e o r g a n i z a t i o n h a d s u c h c o n t r o l a n d d i s c r e t i o n de s p i t e b e i n g c o n t r o l l e d o r s u p e r v i s e d b y o r i n c o n n e c t i o n w i t h i t s s u p p o r t e d o r g a n i z a t i o n s . I f " Y e s , " e x p l a i n i n w h a t c o n t r o l s t h e o r g a n i z a t i o n u s e d to e n s u r e t h a t a l l s u p p o r t t o t h e f o r e i g n s u p p o r t e d o r g a n i z a t i o n w a s u s e d e x c l u s i v e l y f o r s e c t i o n 1 7 0 ( c ) ( 2 ) ( B ) pu r p o s e s . If " Y e s , " an s w e r l i n e s 5 b a n d 5 c b e l o w ( i f a p p l i c a b l e ) . A l s o , p r o v i d e d e t a i l i n i n c l u d i n g ( i ) t h e n a m e s a n d E I N nu m b e r s o f t h e s u p p o r t e d o r g a n i z a t i o n s a d d e d , s u b s t i t u t e d , o r r e m o v e d ; ( i i ) t h e r e a s o n s f o r e a c h s u c h a c t i o n ; (ii i ) t h e a u t h o r i t y u n d e r t h e o r g a n i z a t i o n ' s o r g a n i z i n g d o c u m e n t a u t h o r i z i n g s u c h a c t i o n ; a n d ( i v ) h o w t h e a c t i o n wa s a c c o m p l i s h e d ( s u c h a s b y a m e n d m e n t t o t h e o r g a n i z i n g d o c u m e n t ) . If " Y e s , " p r o v i d e d e t a i l i n If " Y e s , " c o m p l e t e P a r t I o f S c h e d u l e L ( F o r m 9 9 0 ) . If " Y e s , " c o m p l e t e P a r t I o f S c h e d u l e L ( F o r m 9 9 0 ) . If " Y e s , " p r o v i d e d e t a i l i n I f " Y e s , " p r o v i d e d e t a i l i n If " Y e s , " p r o v i d e d e t a i l i n I f " Y e s , " a n s w e r l i n e 1 0 b b e l o w . (U s e S c h e d u l e C , F o r m 4 7 2 0 , t o de t e r m i n e w h e t h e r t h e o r g a n i z a t i o n h a d e x c e s s b u s i n e s s h o l d i n g s . ) Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e (C o m p l e t e o n l y i f y o u c h e c k e d a b o x o n l i n e 1 2 o f P a r t I . I f y o u c h e c k e d b o x 1 2 a , P a r t I , c o m p l e t e S e c t i o n s A an d B . I f y o u c h e c k e d b o x 1 2 b , P a r t I , c o m p l e t e S e c t i o n s A a n d C . I f y o u c h e c k e d b o x 1 2 c , P a r t I , c o m p l e t e Se c t i o n s A , D , a n d E . I f y o u c h e c k e d b o x 1 2 d , P a r t I , c o m p l e t e S e c t i o n s A a n d D , a n d c o m p l e t e P a r t V . ) Ar e a l l o f t h e o r g a n i z a t i o n ' s s u p p o r t e d o r g a n i z a t i o n s l i s t e d b y n a m e i n t h e o r g a n i z a t i o n ' s g o v e r n i n g do c u m e n t s ? Di d t h e o r g a n i z a t i o n h a v e a n y s u p p o r t e d o r g a n i z a t i o n t h a t d o e s n o t h a v e a n I R S d e t e r m i n a t i o n o f s t a t u s un d e r s e c t i o n 5 0 9 ( a ) ( 1 ) o r ( 2 ) ? Di d t h e o r g a n i z a t i o n h a v e a s u p p o r t e d o r g a n i z a t i o n d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 4 ) , ( 5 ) , o r ( 6 ) ? Di d t h e o r g a n i z a t i o n c o n f i r m t h a t e a c h s u p p o r t e d o r g a n i z a ti o n q u a l i f i e d u n d e r s e c t i o n 5 0 1 ( c ) ( 4 ) , ( 5 ) , o r ( 6 ) a n d sa t i s f i e d t h e p u b l i c s u p p o r t t e s t s u n d e r s e c t i o n 5 0 9 ( a ) ( 2 ) ? Di d t h e o r g a n i z a t i o n e n s u r e t h a t a l l s u p p o r t t o s u c h or g a n i z a t i o n s w a s u s e d e x c l u s i v e l y f o r s e c t i o n 1 7 0 ( c ) ( 2 ) ( B ) pu r p o s e s ? Wa s a n y s u p p o r t e d o r g a n i z a t i o n n o t o r g a n i z e d i n t h e U n i t e d S t a t e s ( " f o r e i g n s u p p o r t e d o r g a n i z a t i o n " ) ? Di d t h e o r g a n i z a t i o n h a v e u l t i m a t e c o n t r o l a n d d i s c r e t i o n i n d e c i d i n g w h e t h e r t o m a k e g r a n t s t o t h e f o r e i g n su p p o r t e d o r g a n i z a t i o n ? Di d t h e o r g a n i z a t i o n s u p p o r t a n y f o r e i g n s u p p o r t e d o r g a n i z a t i o n t h a t d o e s n o t h a v e a n I R S d e t e r m i n a t i o n un d e r s e c t i o n s 5 0 1 ( c ) ( 3 ) a n d 5 0 9 ( a ) ( 1 ) o r ( 2 ) ? Di d t h e o r g a n i z a t i o n a d d , s u b s t i t u t e , o r r e m o v e a n y s u p p o r t e d o r g a n i z a t i o n s d u r i n g t h e t a x y e a r ? Wa s a n y a d d e d o r s u b s t i t u t e d s u p p o r t e d o r g a n i z a t i o n p a r t o f a c l a s s a l r e a d y de s i g n a t e d i n t h e o r g a n i z a t i o n ' s o r g a n i z i n g d o c u m e n t ? Wa s t h e s u b s t i t u t i o n t h e r e s u l t o f a n e v e n t b e y o n d t h e o r g a n i z a t i o n ' s c o n t r o l ? Di d t h e o r g a n i z a t i o n p r o v i d e s u p p o r t ( w h e t h e r i n t h e f o r m o f g r a n t s o r t h e p r o v i s i o n o f s e r v i c e s o r f a c i l i t i e s ) t o an y o n e o t h e r t h a n ( i ) i t s s u p p o r t e d o r g a n i z a t i o n s , ( i i ) i n d i v i d u a l s t h a t a r e p a r t o f t h e c h a r i t a b l e c l a s s be n e f i t e d b y o n e o r m o r e o f i t s s u p p o r t e d o r g a n i z a t i o n s , o r ( i i i ) o t h e r s u p p o r t i n g o r g a n i z a t i o n s t h a t a l s o su p p o r t o r b e n e f i t o n e o r m o r e o f t h e f i l i n g o r g a n i z a t i o n ' s s u p p o r t e d o r g a n i z a t i o n s ? Di d t h e o r g a n i z a t i o n p r o v i d e a g r a n t , l o a n , c o m p e n s a t i o n , o r o t h e r s i m i l a r p a y m e n t t o a s u b s t a n t i a l c o n t r i b u t o r (a s d e f i n e d i n s e c t i o n 4 9 5 8 ( c ) ( 3 ) ( C ) ) , a f a m i l y m e m b e r o f a su b s t a n t i a l c o n t r i b u t o r , o r a 3 5 % c o n t r o l l e d e n t i t y w i t h re g a r d t o a s u b s t a n t i a l c o n t r i b u t o r ? Di d t h e o r g a n i z a t i o n m a k e a l o a n t o a d i s q u a l i f i e d p e r s o n ( a s d e f i n e d i n s e c t i o n 4 9 5 8 ) n o t d e s c r i b e d o n l i n e 7 ? Wa s t h e o r g a n i z a t i o n c o n t r o l l e d d i r e c t l y o r i n d i r e c t l y a t a n y t i m e d u r i n g t h e t a x y e a r b y o n e o r m o r e di s q u a l i f i e d p e r s o n s , a s d e f i n e d i n s e c t i o n 4 9 4 6 ( o t h e r th a n f o u n d a t i o n m a n a g e r s an d o r g a n i z a t i o n s d e s c r i b e d in s e c t i o n 5 0 9 ( a ) ( 1 ) o r ( 2 ) ) ? Di d o n e o r m o r e d i s q u a l i f i e d p e r s o n s ( a s d e f i n e d o n l i n e 9 a ) h o l d a c o n t r o l l i n g i n t e r e s t i n a n y e n t i t y i n w h i c h th e s u p p o r t i n g o r g a n i z a t i o n h a d a n i n t e r e s t ? Di d a d i s q u a l i f i e d p e r s o n ( a s d e f i n e d o n l i n e 9 a ) h a v e a n ow n e r s h i p i n t e r e s t i n , o r d e r i v e a n y p e r s o n a l b e n e f i t fr o m , a s s e t s i n w h i c h t h e s u p p o r t i n g o r g a n i z a t i o n a l s o h a d a n i n t e r e s t ? Wa s t h e o r g a n i z a t i o n s u b j e c t t o t h e e x c e s s b u s i n e s s ho l d i n g s r u l e s o f s e c t i o n 4 9 4 3 b e c a u s e o f s e c t i o n 49 4 3 ( f ) ( r e g a r d i n g c e r t a i n T y p e I I s u p p o r t i n g o r g a n i z a t i o n s , a n d a l l T y p e II I n o n - f u n c t i o n a l l y i n t e g r a t e d su p p o r t i n g o r g a n i z a t i o n s ) ? Di d t h e o r g a n i z a t i o n h a v e a n y e x c e s s b u s i n e s s h o l d i n g s i n t h e t a x y e a r ? Pa r t I V Su p p o r t i n g O r g a n i z a t i o n s Se c t i o n A . A l l S u p p o r t i n g O r g a n i z a t i o n s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 2 5 1 2 - 1 0 - 2 5 5 Ye s N o 11 abc 11 a 11 b 11 c Pa r t V I . Ye s N o 12 Pa r t V I 12 Pa r t V I Ye s N o 1 Pa r t V I 1 Ye s N o 123 123 Pa r t V I Pa r t V I 1 (s e e i n s t r u c t i o n s ) . abc li n e 2 li n e 3 Pa r t V I 2 A n s w e r l i n e s 2 a a n d 2 b b e l o w . Ye s N o a Pa r t V I i d e n t i f y t h o s e s u p p o r t e d o r g a n i z a t i o n s a n d e x p l a i n 2a2b3a3b3c babc Pa r t V I 3 A n s w e r l i n e s 3 a , 3 b , a n d 3 c b e l o w . Pa r t V I . Pa r t V I Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 If " Y e s " t o l i n e 1 1 a , 1 1 b , o r 1 1 c , pr o v i d e d e t a i l i n If " N o , " d e s c r i b e i n h o w t h e s u p p o r t e d o r g a n i z a t i o n ( s ) ef f e c t i v e l y o p e r a t e d , s u p e r v i s e d , o r c o n t r o l l e d t h e o r g a n i z a t i o n ' s a c t i v i t i e s . I f t h e o r g a n i z a t i o n h a d m o r e t h a n o n e s u p p o r t e d or g a n i z a t i o n , d e s c r i b e h o w t h e p o w e r s t o a p p o i n t a n d / o r r e m o v e o f f i c e r s , d i r e c t o r s , o r t r u s t e e s w e r e a l l o c a t e d a m o n g t h e su p p o r t e d o r g a n i z a t i o n s a n d w h a t c o n d i t i o n s o r r e s t r i c t i o n s , i f a n y , a p p l i e d t o s u c h p o w e r s d u r i n g t h e t a x y e a r . If " Y e s , " e x p l a i n i n ho w p r o v i d i n g s u c h b e n e f i t c a r r i e d o u t t h e p u r p o s e s o f t h e s u p p o r t e d o r g a n i z a t i o n ( s ) t h a t o p e r a t e d , su p e r v i s e d , o r c o n t r o l l e d t h e s u p p o r t i n g o r g a n i z a t i o n . If " N o , " d e s c r i b e i n h o w c o n t r o l or m a n a g e m e n t o f t h e s u p p o r t i n g o r g a n i z a t i o n w a s v e s t e d i n t h e s a m e p e r s o n s t h a t c o n t r o l l e d o r m a n a g e d th e s u p p o r t e d o r g a n i z a t i o n ( s ) . I f " N o , " e x p l a i n i n h o w th e o r g a n i z a t i o n m a i n t a i n e d a c l o s e a n d c o n t i n u o u s w o r k i n g r e l a t i o n s h i p w i t h t h e s u p p o r t e d o r g a n i z a t i o n ( s ) . If " Y e s , " d e s c r i b e i n t h e r o l e t h e o r g a n i z a t i o n ' s su p p o r t e d o r g a n i z a t i o n s p l a y e d i n t h i s r e g a r d . Ch e c k t h e b o x n e x t t o t h e m e t h o d t h a t t h e o r g a n i z a t i o n u s e d t o s a t i s f y t h e I n t e g r a l P a r t T e s t d u r i n g t h e y e a r Co m p l e t e b e l o w . Co m p l e t e b e l o w . De s c r i b e i n h o w y o u s u p p o r t e d a g o v e r n m e n t a l su p p o r t e d o r g a n i z a t i o n ( s e e i n s t r u c t i o n s ) . If " Y e s , " t h e n i n h o w t h e s e ac t i v i t i e s d i r e c t l y f u r t h e r e d t h e i r e x e m p t p u r p o s e s , h o w t h e o r g a n i z a t i o n w a s r e s p o n s i v e t o e a c h o f i t s s u p p o r t e d or g a n i z a t i o n s , a n d h o w t h e o r g a n i z a t i o n d e t e r m i n e d t h a t t h e s e a c t i v i t i e s c o n s t i t u t e d s u b s t a n t i a l l y a l l o f i t s a c t i v i t i e s . I f " Y e s , " e x p l a i n i n th e r e a s o n s f o r t h e o r g a n i z a t i o n ' s p o s i t i o n t h a t i t s s u p p o r t e d o r g a n i z a t i o n ( s ) w o u l d h a v e e n g a g e d i n th e s e a c t i v i t i e s b u t f o r t h e o r g a n i z a t i o n ' s i n v o l v e m e n t . If " Y e s , " p r o v i d e d e t a i l s i n If " Y e s , " de s c r i b e i n P a r t V I t h e r o l e p l a y e d b y t h e o r g a n i z a t i o n i n t h i s r e g a r d . If " Y e s " o r " N o , " p r o v i d e d e t a i l s i n A 3 5 % c o n t r o l l e d e n t i t y o f a p e r s o n d e s c r i b e d o n l i n e 1 1 a o r 1 1 b a b o v e ? Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e Ha s t h e o r g a n i z a t i o n a c c e p t e d a g i f t o r c o n t r i b u t i o n f r o m a n y o f t h e f o l l o w i n g p e r s o n s ? A p e r s o n w h o d i r e c t l y o r i n d i r e c t l y c o n t r o l s , e i t h e r a l on e o r t o g e t h e r w i t h p e r s o n s d e s c r i b e d o n l i n e s 1 1 b a n d 11 c b e l o w , t h e g o v e r n i n g b o d y o f a s u p p o r t e d o r g a n i z a t i o n ? A f a m i l y m e m b e r o f a p e r s o n d e s c r i b e d o n l i n e 1 1 a a b o v e ? Di d t h e g o v e r n i n g b o d y , m e m b e r s o f t h e g o v e r n i n g b o d y , o f f i c e r s ac t i n g i n t h e i r o f f i c i a l c a p a c i t y , o r m e m b e r s h i p o f o n e o r mo r e s u p p o r t e d o r g a n i z a t i o n s h a v e t h e p o w e r t o r e g u l a r l y a p p o i n t o r e l e c t a t l e a s t a m a j o r i t y o f t h e o r g a n i z a t i o n ' s o f f i c e r s , di r e c t o r s , o r t r u s t e e s a t a l l t i m e s d u r i n g t h e t a x y e a r ? Di d t h e o r g a n i z a t i o n o p e r a t e f o r t h e b e n e f i t o f a n y s u p p o r t e d o r g a n i z a t i o n o t h e r t h a n t h e s u p p o r t e d or g a n i z a t i o n ( s ) t h a t o p e r a t e d , s u p e r v i s e d , o r c o n t r o l l e d t h e s u p p o r t i n g o r g a n i z a t i o n ? We r e a m a j o r i t y o f t h e o r g a n i z a t i o n ' s d i r e c t o r s o r t r u s t ee s d u r i n g t h e t a x y e a r a l s o a m a j o r i t y o f t h e d i r e c t o r s or t r u s t e e s o f e a c h o f t h e o r g a n i z a t i o n ' s s u p p o r t e d o r g a n i z a t i o n ( s ) ? Di d t h e o r g a n i z a t i o n p r o v i d e t o e a c h o f i t s s u p p o r t e d o r ga n i z a t i o n s , b y t h e l a s t d a y o f t h e f i f t h m o n t h o f t h e or g a n i z a t i o n ' s t a x y e a r , ( i ) a w r i t t e n n o t i c e d e s c r i b i n g t h e ty p e a n d a m o u n t o f s u p p o r t p r o v i d e d d u r i n g t h e p r i o r t a x ye a r , ( i i ) a c o p y o f t h e F o r m 9 9 0 t h a t w a s m o s t r e c e n t l y f i l e d a s o f t h e d a t e o f n o t i f i c a t i o n , a n d ( ii i ) c o p i e s o f t h e or g a n i z a t i o n ' s g o v e r n i n g d o c u m e n t s i n e f f e c t o n t h e d a t e o f n o t i f i c a t i o n , t o t h e e x t e n t n o t p r e v i o u s l y p r o v i d e d ? We r e a n y o f t h e o r g a n i z a t i o n ' s o f f i c e r s , d i r e c t o r s , o r tr u s t e e s e i t h e r ( i ) a p p o i n t e d o r e l e c t e d b y t h e s u p p o r t e d or g a n i z a t i o n ( s ) o r ( i i ) s e r v i n g o n t h e g o v e r n i n g b o d y o f a s u p p o r t e d o r g a n i z a t i o n ? By r e a s o n o f t h e r e l a t i o n s h i p d e s c r i b e d o n l i n e 2 , a b o v e , d i d t h e o r g a n i z a t i o n ' s s u p p o r t e d o r g a n i z a t i o n s h a v e a sig n i f i c a n t v o i c e i n t h e o r g a n i z a t i o n ' s i n v e s t m e n t p o l i c i e s a n d i n d i r e c t i n g t h e u s e o f t h e o r g a n i z a t i o n ' s in c o m e o r a s s e t s a t a l l t i m e s d u r i n g t h e t a x y e a r ? Th e o r g a n i z a t i o n s a t i s f i e d t h e A c t i v i t i e s T e s t . Th e o r g a n i z a t i o n i s t h e p a r e n t o f e a c h o f i t s s u p p o r t e d o r g a n i z a t i o n s . Th e o r g a n i z a t i o n s u p p o r t e d a g o v e r n m e n t a l s u p p o r t e d o r g a n i z a t i o n . Ac t i v i t i e s T e s t . Di d s u b s t a n t i a l l y a l l o f t h e o r g a n i z a t i o n ' s a c t i v i t i e s d u r i n g t h e t a x y e a r d i r e c t l y f u r t h e r t h e e x e m p t p u r p o s e s o f i t s up p o r t e d o r g a n i z a t i o n ( s ) ? Di d t h e a c t i v i t i e s d e s c r i b e d o n l i n e 2 a , a b o v e , c o n s t i t u t e a c t i v i t i e s t h a t , b u t f o r t h e o r g a n i z a t i o n ' s i n v o l v e m e n t , on e o r m o r e o f t h e o r g a n i z a t i o n ' s s u p p o r t e d o r g a n i z a t i o n ( s ) w o u l d h a v e b e e n e n g a g e d i n ? Pa r e n t o f S u p p o r t e d O r g a n i z a t i o n s . Ar e t h e o r g a n i z a t i o n a n d i t s s u p p o r t e d o r g a n i z a t i o n ( s ) p a r t o f a n i n t e g r a t e d s y s t e m ( f o r e x a m p l e , a h o s p i t a l sy s t e m ) ? Di d t h e o r g a n i z a t i o n d i r e c t t h e p o l i c i e s , p r o g r a m s , a n d a c t i v i t i e s o f e a c h o f i t s s u p p o r t e d o r g a n i z a t i o n s ? Di d t h e o r g a n i z a t i o n h a v e t h e p o w e r t o r e g u l a r l y a p p o i n t o r e l e c t ( a n d r e m o v e ) a m a j o r i t y o f t h e o f f i c e r s , di r e c t o r s , o r t r u s t e e s o f e a c h of t h e s u p p o r t e d o r g a n i z a t i o n s ? . (c o n t i n u e d ) Pa r t I V S u p p o r t i n g O r g a n i z a t i o n s Se c t i o n B . T y p e I S u p p o r t i n g O r g a n i z a t i o n s Se c t i o n C . T y p e I I S u p p o r t i n g O r g a n i z a t i o n s Se c t i o n D . A l l T y p e I I I S u p p o r t i n g O r g a n i z a t i o n s Se c t i o n E . T y p e I I I F u n c t i o n a l l y I n t e g r a t e d S u p p o r t i n g O r g a n i z a t i o n s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 2 6 1 2 - 1 0 - 2 5 6 1 Pa r t V I S e e i n s t r u c t i o n s . Se c t i o n A - A d j u s t e d N e t I n c o m e 12345678 12345678 Ad j u s t e d N e t I n c o m e Se c t i o n B - M i n i m u m A s s e t A m o u n t 12345678abcde 1a1b1c1d2345678 To t a l Di s c o u n t Pa r t V I Mi n i m u m A s s e t A m o u n t Se c t i o n C - D i s t r i b u t a b l e A m o u n t 1234567 123456 Di s t r i b u t a b l e A m o u n t . Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 ex p l a i n i n ex p l a i n i n d e t a i l i n Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e Ch e c k h e r e i f t h e o r g a n i z a t i o n s a t i s f i e d t h e I n t e g r a l Pa r t T e s t a s a q u a l i f y i n g t r u s t o n N o v . 2 0 , 1 9 7 0 ( ) . All o t h e r T y p e I I I n o n - f u n c t i o n a l l y i n t e g r a t e d s u p p o r t i n g o r g a n i z a t i o n s m u s t c o m p l e t e S e c t i o n s A t h r o u g h E . (B ) C u r r e n t Y e a r (o p t i o n a l ) (A ) P r i o r Y e a r Ne t s h o r t - t e r m c a p i t a l g a i n Re c o v e r i e s o f p r i o r - y e a r d i s t r i b u t i o n s Ot h e r g r o s s i n c o m e ( s e e i n s t r u c t i o n s ) Ad d l i n e s 1 t h r o u g h 3 . De p r e c i a t i o n a n d d e p l e t i o n Po r t i o n o f o p e r a t i n g e x p e n s e s p a i d o r i n c u r r e d f o r p r o d u c t i o n o r co l l e c t i o n o f g r o s s i n c o m e o r f o r m a n a g e m e n t , c o n s e r v a t i o n , o r ma i n t e n a n c e o f p r o p e r t y h e l d f o r p r o d u c t i o n o f i n c o m e ( s e e i n s t r u c t i o n s ) Ot h e r e x p e n s e s ( s e e i n s t r u c t i o n s ) (s u b t r a c t l i n e s 5 , 6 , a n d 7 f r o m l i n e 4 ) (B ) C u r r e n t Y e a r (o p t i o n a l ) (A ) P r i o r Y e a r Ag g r e g a t e f a i r m a r k e t v a l u e o f a l l n o n - e x e m p t - u s e a s s e t s ( s e e in s t r u c t i o n s f o r s h o r t t a x y e a r o r a s s e t s h e l d f o r p a r t o f y e a r ) : Av e r a g e m o n t h l y v a l u e o f s e c u r i t i e s Av e r a g e m o n t h l y c a s h b a l a n c e s Fa i r m a r k e t v a l u e o f o t h e r n o n - e x e m p t - u s e a s s e t s (a d d l i n e s 1 a , 1 b , a n d 1 c ) c l a i m e d f o r b l o c k a g e o r o t h e r f a c t o r s ( ) : Ac q u i s i t i o n i n d e b t e d n e s s a p p l i c a b l e t o n o n - e x e m p t - u s e a s s e t s Su b t r a c t l i n e 2 f r o m l i n e 1 d . Ca s h d e e m e d h e l d f o r e x e m p t u s e . E n t e r 0 . 0 1 5 o f l i n e 3 ( f o r g r e a t e r a m o u n t , se e i n s t r u c t i o n s ) . Ne t v a l u e o f n o n - e x e m p t - u s e a s s e t s ( s u b t r a c t l i n e 4 f r o m l i n e 3 ) Mu l t i p l y l i n e 5 b y 0 . 0 3 5 . Re c o v e r i e s o f p r i o r - y e a r d i s t r i b u t i o n s (a d d l i n e 7 t o l i n e 6 ) Cu r r e n t Y e a r Ad j u s t e d n e t i n c o m e f o r p r i o r y e a r ( f r o m S e c t i o n A , l i n e 8 , c o l u m n A ) En t e r 0 . 8 5 o f l i n e 1 . Min i m u m a s s e t a m o u n t f o r p r i o r y e a r ( f r o m S e c t i o n B , l i n e 8 , c o l u m n A ) En t e r g r e a t e r o f l i n e 2 o r l i n e 3 . In c o m e t a x i m p o s e d i n p r i o r y e a r Su b t r a c t l i n e 5 f r o m l i n e 4 , u n l e s s s u b j e c t t o em e r g e n c y t e m p o r a r y r e d u c t i o n ( s e e i n s t r u c t i o n s ) . Ch e c k h e r e i f t h e c u r r e n t y e a r i s t h e o r g a n i z a t i o n ' s f i r s t a s a n o n - f u n c t i o n a l l y i n t e g r a t e d T y p e I I I s u p p o r t i n g o r g a n i z a t i o n ( s ee in s t r u c t i o n s ) . Pa r t V T y p e I I I N o n - F u n c t i o n a l l y I n t e g r a t e d 5 0 9 ( a ) ( 3 ) S u p p o r t i n g O r g a n i z a t i o n s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 2 7 1 2 - 1 0 - 2 5 7 Se c t i o n D - D i s t r i b u t i o n s Cu r r e n t Y e a r 123456789 123456789 Pa r t V I To t a l a n n u a l d i s t r i b u t i o n s . Pa r t V I (i ) Ex c e s s D i s t r i b u t i o n s (i i ) Un d e r d i s t r i b u t i o n s Pr e - 2 0 2 5 (i i i ) Di s t r i b u t a b l e Am o u n t f o r 2 0 2 5 Se c t i o n E - D i s t r i b u t i o n A l l o c a t i o n s 12345678 Pa r t V I abcdefghij To t a l abc Pa r t V I . Pa r t V I Ex c e s s d i s t r i b u t i o n s c a r r y o v e r t o 2 0 2 6 . abcde Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 pr o v i d e d e t a i l s i n pr o v i d e d e t a i l s i n ex p l a i n i n ex p l a i n i n ex p l a i n i n Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e Am o u n t s p a i d t o s u p p o r t e d o r g a n i z a t i o n s t o a c c o m p l i s h e x e m p t p u r p o s e s Am o u n t s p a i d t o p e r f o r m a c t i v i t y t h a t d i r ec t l y f u r t h e r s e x e m p t p u r p o s e s o f s u p p o r t e d or g a n i z a t i o n s , i n e x c e s s o f i n c o m e f r o m a c t i v i t y Ad m i n i s t r a t i v e e x p e n s e s p a i d t o a c c o m p l i s h e x e m p t p u r p o s e s o f s u p p o r t e d o r g a n i z a t i o n s Am o u n t s p a i d t o a c q u i r e e x e m p t - u s e a s s e t s Qu a l i f i e d s e t - a s i d e a m o u n t s ( p r i o r I R S a p p r o v a l r e q u i r e d - ) Ad d l i n e s 1 t h r o u g h 5 . Di s t r i b u t i o n s t o a t t e n t i v e s u p p o r t e d o r g a n i z a t i o n s t o w h i c h t h e o r g a n i z a t i o n i s r e s p o n s i v e ( ) . S e e i n s t r u c t i o n s . Di s t r i b u t a b l e a m o u n t f o r 2 0 2 5 f r o m S e c t i o n C , l i n e 6 Li n e 7 a m o u n t d i v i d e d b y l i n e 8 a m o u n t (s e e i n s t r u c t i o n s ) Di s t r i b u t a b l e a m o u n t f o r 2 0 2 5 f r o m S e c t i o n C , l i n e 6 Un d e r d i s t r i b u t i o n s , i f a n y , f o r y e a r s p r i o r t o 2 0 2 5 ( r e a s o n - ab l e c a u s e r e q u i r e d - ) . S e e i n s t r u c t i o n s . Ex c e s s d i s t r i b u t i o n s c a r r y o v e r , i f a n y , t o 2 0 2 5 Fr o m 2 0 2 0 Fr o m 2 0 2 1 Fr o m 2 0 2 2 Fr o m 2 0 2 3 Fr o m 2 0 2 4 of l i n e s 3 a t h r o u g h 3 e Ap p l i e d t o u n d e r d i s t r i b u t i o n s o f p r i o r y e a r s Ap p l i e d t o 2 0 2 5 d i s t r i b u t a b l e a m o u n t Ca r r y o v e r f r o m 2 0 2 0 n o t a p p l i e d ( s e e i n s t r u c t i o n s ) Re m a i n d e r . S u b t r a c t l i n e s 3 g , 3 h , a n d 3 i f r o m l i n e 3 f . Di s t r i b u t i o n s f o r 2 0 2 5 f r o m S e c t i o n D , li n e 6 : $ Ap p l i e d t o u n d e r d i s t r i b u t i o n s o f p r i o r y e a r s Ap p l i e d t o 2 0 2 5 d i s t r i b u t a b l e a m o u n t Re m a i n d e r . S u b t r a c t l i n e s 4 a a n d 4 b f r o m l i n e 4 . Re m a i n i n g u n d e r d i s t r i b u t i o n s f o r y e a r s p r i o r t o 2 0 2 5 , i f an y . S u b t r a c t l i n e s 3 g a n d 4 a f r o m l i n e 2 . F o r r e s u l t g r e a t e r th a n z e r o , S e e i n s t r u c t i o n s . Re m a i n i n g u n d e r d i s t r i b u t i o n s f o r 2 0 2 5 . S u b t r a c t l i n e s 3 h an d 4 b f r o m l i n e 1 . F o r r e s u l t g r e a t e r t h a n z e r o , . S e e i n s t r u c t i o n s . Ad d l i n e s 3 j an d 4 c . Br e a k d o w n o f l i n e 7 : Ex c e s s f r o m 2 0 2 1 Ex c e s s f r o m 2 0 2 2 Ex c e s s f r o m 2 0 2 3 Ex c e s s f r o m 2 0 2 4 Ex c e s s f r o m 2 0 2 5 (c o n t i n u e d ) Pa r t V T y p e I I I N o n - F u n c t i o n a l l y I n t e g r a t e d 5 0 9 ( a ) ( 3 ) S u p p o r t i n g O r g a n i z a t i o n s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 2 8 1 2 - 1 0 - 2 5 8 Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Sc h e d u l e A ( F o r m 9 9 0 ) 2 0 2 5 Pa g e Pr o v i d e t h e e x p l a n a t i o n s r e q u i r e d b y P a r t I I , l i n e 1 0 ; P a r t I I , l i n e 1 7 a o r 1 7 b ; P a r t I I I , l i n e 1 2 ; Pa r t I V , S e c t i o n A , l i n e s 1 , 2 , 3 b , 3 c , 4 b , 4 c , 5 a , 6 , 9 a , 9 b , 9 c , 1 1 a , 1 1 b , a n d 1 1 c ; P a r t I V , S e c t i o n B , l i n e s 1 a n d 2 ; P a r t I V, S e c t i o n C , lin e 1 ; P a r t I V , S e c t i o n D , l i n e s 2 a n d 3 ; P a r t I V , S e c t i o n E , l i n e s 1 c , 2 a , 2 b , 3 a , 3 b , a n d 3 c ; P a r t V , l i n e 1 ; P a r t V , S e c t i o n B , l i n e 1 e ; Pa r t V , S e c t i o n D , l i n e s 5 a n d 7 ; a n d P a r t V , S e c t i o n E , l i n e s 2 , 5 , a n d 6 . A l s o c o m p l e t e t h i s p a r t f o r a n y a d d i t i o n a l i n f o r m a t io n . (S e e i n s t r u c t i o n s . ) Pa r t V I Su p p l e m e n t a l I n f o r m a t i o n . WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e 52 3 4 5 1 0 4 - 0 1 - 2 5 Fo r P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e t h e i n s t r u c t i o n s f o r F o r m 9 9 0 , 9 9 0 - E Z , o r 9 9 0 - P F . S c h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) OM B N o . 1 5 4 5 - 0 0 4 7 (R e v . D e c e m b e r 2 0 2 4 ) At t a c h t o F o r m 9 9 0 , 9 9 0 - E Z , o r 9 9 0 - P F . Go t o w w w . i r s . g o v / F o r m 9 9 0 f o r t h e l a t e s t i n f o r m a t i o n . Em p l o y e r i d e n t i f i c a t i o n n u m b e r Or g a n i z a t i o n t y p e Fi l e r s o f : S e c t i o n : n o t G e n e r a l R u l e S p e c i a l R u l e . No t e : Ge n e r a l R u l e Sp e c i a l R u l e s (1 ) ( 2 ) Ge n e r a l R u l e Ca u t i o n : m u s t ex c l u s i v e l y ex c l u s i v e l y e x c l u s i v e l y no n e x c l u s i v e l y Na m e o f t h e o r g a n i z a t i o n (c h e c k o n e ) : Fo r m 9 9 0 o r 9 9 0 - E Z 5 0 1 ( c ) ( ) ( e n t e r n u m b e r ) o r g a n i z a t i o n 49 4 7 ( a ) ( 1 ) n o n e x e m p t c h a r i t a b l e t r u s t t r e a t e d a s a p r i v a t e f o u n d a t i o n 52 7 p o l i t i c a l o r g a n i z a t i o n Fo r m 9 9 0 - P F 5 0 1 ( c ) ( 3 ) e x e m p t p r i v a t e f o u n d a t i o n 49 4 7 ( a ) ( 1 ) n o n e x e m p t c h a r i t a b l e t r u s t t r e a t e d a s a p r i v a t e f o u n d a t i o n 50 1 ( c ) ( 3 ) t a x a b l e p r i v a t e f o u n d a t i o n Ch e c k i f y o u r o r g a n i z a t i o n i s c o v e r e d b y t h e o r a On l y a s e c t i o n 5 0 1 ( c ) ( 7 ) , ( 8 ) , o r ( 1 0 ) o r g a n i z a t i o n c a n c h e c k b o xe s f o r b o t h t h e G e n e r a l R u l e a n d a S p e c i a l R u l e . S e e i n s t r u c t i on s . Fo r a n o r g a n i z a t i o n f i l i n g F o r m 99 0 , 9 9 0 - E Z , o r 9 9 0 - P F t h a t r e c e i v e d , d u r i n g t h e y e a r , c o n t r i b u t i o n s t o t a l i n g $ 5 , 0 0 0 o r m o r e ( i n m o n e y o r pr o p e r t y ) f r o m a n y o n e c o n t r i b u t o r . C o m p l e t e P a r t s I a n d I I . S ee i n s t r u c t i o n s f o r d e t e r m i n i n g a c o n t r i b u t o r ' s t o t a l c o n t r i b u t i o ns . Fo r a n o r g a n i z a t i o n d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 3 ) f ili n g F o r m 99 0 o r 9 9 0 - E Z t h a t m e t t h e 3 3 1 / 3 % s u p p o r t t e s t o f t h e r e g u l a t i o n s u n d e r se c t i o n s 5 0 9 ( a ) ( 1 ) a n d 1 7 0 ( b ) ( 1 ) ( A ) ( v i ) , t h a t c h e c k e d S c h e d u l e A ( F o r m 9 9 0 ) , P a r t I I , l i n e 1 3 , 1 6 a , o r 1 6 b , a n d t h a t r e c e i v e d f ro m a n y o n e co n t r i b u t o r , d u r i n g t h e y e a r , t o ta l c o n t r i b u t i o n s o f t h e g r e a t e r o f $ 5 , 0 0 0 ; o r 2 % o f t h e a m o u n t o n ( i ) F o r m 9 9 0 , P a r t V II I , l i n e 1 h ; or ( i i ) F o r m 9 9 0 - E Z , l i n e 1 . C o m p l e t e P a r t s I a n d I I . Fo r a n o r g a n i z a t i o n d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 7 ) , ( 8 ) , o r ( 1 0 ) f il i n g F o r m 99 0 o r 9 9 0 - E Z t h a t r e c e i v e d f r o m a n y o n e co n t r i b u t o r , d u r i n g t h e y e a r , t o t a l co n t r i b u t i o n s o f m o r e t h a n $ 1 , 0 0 0 f o r r e l i g i o u s , c h a r i t a b l e , s c i e n t i f i c , li t e r a r y , o r e d u c a t i o n a l p u r p o s e s , o r f o r t h e p r e v e n t i o n o f cr u e l t y t o c h i l d r e n o r a n i m a l s . C o m p l e t e P a r t s I ( e n t e r i n g "N / A " i n c o l u m n ( b ) i n s t e a d o f t h e c o n t r i b u t o r n a m e a n d a d d r e s s ) , I I , a n d I I I . Fo r a n o r g a n i z a t i o n d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 7 ) , ( 8 ) , o r ( 1 0 ) f il i n g F o r m 99 0 o r 9 9 0 - E Z t h a t r e c e i v e d f r o m a n y o n e c o n t r i b u t o r , d u r i n g t h e ye a r , c o n t r i b u t i o n s f o r r e l i g i o u s , c h a r i t a b l e , e t c . , p u r p o s e s , b u t no s u c h c o n t r i b u t i o n s t o t a l e d m o r e t h a n $ 1 , 0 0 0 . I f t h i s b o x is c h e c k e d , e n t e r h e r e t h e t o t a l c o n t r i b u t i o n s t h a t w e r e r ec e i v e d d u r i n g t h e y e a r f o r a n r e l i g i o u s , c h a r i t a b l e , e t c . , pu r p o s e . D o n ' t c o m p l e t e a n y o f t h e p a r t s u n l e s s t h e ap p l i e s t o t h i s o r g a n i z a t i o n b e c a u s e i t r e c e i v e d re l i g i o u s , c h a r i t a b l e , e t c . , c o n t r i b u t i o n s t o ta l i n g $ 5 , 0 0 0 o r m o r e d u r i n g t h e y e a r ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ $ An o r g a n i z a t i o n t h a t i s n ' t c o v e r e d b y t h e G e n e r a l R u l e a n d / or t h e S p e c i a l R u l e s d o e s n ' t f i l e S c h e d u l e B ( F o r m 9 9 0 ) , b u t i t an s w e r " N o " o n P a r t I V , l i n e 2 , o f i t s F o r m 9 9 0 ; o r c h e c k t h e bo x o n l i n e H o f i t s F o r m 9 9 0 - E Z o r o n i t s F o r m 9 9 0 - P F , P a r t I , l in e 2 , t o c e r t i f y th a t i t d o e s n ' t m e e t t h e f i l i n g r e q u i r e m e n t s o f S c h e d u l e B ( F o r m 99 0 ) . LH A Sc h e d u l e B (F o r m 9 9 0 ) Sc h e d u l e o f C o n t r i b u t o r s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 X 3 X 52 3 4 5 2 0 4 - 0 1 - 2 5 Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Em p l o y e r i d e n t i f i c a t i o n n u m b e r (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h (a ) No . (b ) Na m e , a d d r e s s , a n d Z I P + 4 (c ) To t a l c o n t r i b u t i o n s (d ) Ty p e o f c o n t r i b u t i o n Pe r s o n Pa y r o l l No n c a s h Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Na m e o f o r g a n i z a t i o n (s e e i n s t r u c t i o n s ) . U s e d u p l i c a t e c o p i e s o f P a r t I i f a d d i t i o n a l s p a c e i s n e e d e d . $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) $ (C o m p l e t e P a r t I I f o r no n c a s h c o n t r i b u t i o n s . ) 2 Pa r t I C o n t r i b u t o r s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 1 C I T Y O F W H E A T R I D G E X 75 0 0 W 2 9 T H A V E N U E 5 5 7 , 7 0 0 . WH E A T R I D G E , C O 8 0 0 3 3 2 C O L O R A D O G I V E S F O U N D A T I O N X 58 5 5 W A D S W O R T H B Y P A S S A 1 7 4 , 7 5 0 . AR V A D A , C O 8 0 0 0 3 3 T H E D E N V E R F O U N D A T I O N X 10 0 9 N G R A N T S T 1 0 5 , 0 0 0 . DE N V E R , C O 8 0 2 0 3 52 3 4 5 3 0 4 - 0 1 - 2 5 Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Em p l o y e r i d e n t i f i c a t i o n n u m b e r (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d (a ) No . fr o m Pa r t I (c ) FM V ( o r e s t i m a t e ) (b ) De s c r i p t i o n o f n o n c a s h p r o p e r t y g i v e n (d ) Da t e r e c e i v e d Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Na m e o f o r g a n i z a t i o n (s e e i n s t r u c t i o n s ) . U s e d u p l i c a t e c o p i e s o f P a r t I I i f a d d i t i o n a l s p a c e i s n e e d e d . (S e e i n s t r u c t i o n s . ) $ (S e e i n s t r u c t i o n s . ) $ (S e e i n s t r u c t i o n s . ) $ (S e e i n s t r u c t i o n s . ) $ (S e e i n s t r u c t i o n s . ) $ (S e e i n s t r u c t i o n s . ) $ 3 Pa r t I I N o n c a s h P r o p e r t y WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 co m p l e t i n g P a r t I I I , e n t e r t h e t o t a l o f e x c l u s i v e l y r e l i g i o u s , c h a r i t a b l e , e t c . , c o n t r i b u t i o n s o f f o r t h e y e a r . ( E n t e r t h i s i n f o. o n c e . ) 52 3 4 5 4 0 4 - 0 1 - 2 5 Ex c l u s i v e l y r e l i g i o u s , c h a r i t a b l e , e t c . , c o n t r i b u t i o n s t o o r g a n i z a t i o n s d e s c r i b e d i n s e c t i o n 5 0 1 ( c ) ( 7 ) , ( 8 ) , o r ( 1 0 ) t h a t t o t a l m o r e t h a n $ 1 , 0 0 0 f o r t h e y e a r fr o m a n y o n e c o n t r i b u t o r . ( a ) ( e ) a n d $1 , 0 0 0 o r l e s s Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) C o m p l e t e c o l u m n s t h r o u g h t h e f o l l o w i n g l i n e e n t r y . F o r o r g a n i z a t i o n s Em p l o y e r i d e n t i f i c a t i o n n u m b e r (a ) N o . fr o m Pa r t I (b ) P u r p o s e o f g i f t ( c ) U s e o f g i f t ( d ) D e s c r i p t i o n o f h o w g i f t i s h e l d (e ) T r a n s f e r o f g i f t Tr a n s f e r e e ' s n a m e , a d d r e s s , a n d Z I P + 4 R e l a t i o n s h i p o f t r a n s f e r o r t o t r a n s f e r e e (a ) N o . fr o m Pa r t I (b ) P u r p o s e o f g i f t ( c ) U s e o f g i f t ( d ) D e s c r i p t i o n o f h o w g i f t i s h e l d (e ) T r a n s f e r o f g i f t Tr a n s f e r e e ' s n a m e , a d d r e s s , a n d Z I P + 4 R e l a t i o n s h i p o f t r a n s f e r o r t o t r a n s f e r e e (a ) N o . fr o m Pa r t I (b ) P u r p o s e o f g i f t ( c ) U s e o f g i f t ( d ) D e s c r i p t i o n o f h o w g i f t i s h e l d (e ) T r a n s f e r o f g i f t Tr a n s f e r e e ' s n a m e , a d d r e s s , a n d Z I P + 4 R e l a t i o n s h i p o f t r a n s f e r o r t o t r a n s f e r e e (a ) N o . fr o m Pa r t I (b ) P u r p o s e o f g i f t ( c ) U s e o f g i f t ( d ) D e s c r i p t i o n o f h o w g i f t i s h e l d (e ) T r a n s f e r o f g i f t Tr a n s f e r e e ' s n a m e , a d d r e s s , a n d Z I P + 4 R e l a t i o n s h i p o f t r a n s f e r o r t o t r a n s f e r e e Sc h e d u l e B ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Na m e o f o r g a n i z a t i o n $ Us e d u p l i c a t e c o p i e s o f P a r t I I I i f a d d i t i o n a l s p a c e i s n e e d e d . 4 Pa r t I I I WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e 53 2 0 5 1 0 4 - 0 1 - 2 5 OM B N o . 1 5 4 5 - 0 0 4 7 (R e v . D e c e m b e r 2 0 2 4 ) He l d a t t h e E n d o f t h e T a x Y e a r (F o r m 9 9 0 ) C o m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , Pa r t I V , l i n e 6 , 7 , 8 , 9 , 1 0 , 1 1 a , 1 1 b , 1 1 c , 1 1 d , 1 1 e , 1 1 f , 1 2 a , o r 1 2 b . At t a c h t o F o r m 9 9 0 . Go t o w w w . i r s . g o v / F o r m 9 9 0 f o r i n s t r u c t i o n s a n d t h e l a t e s t i n f o r m a t i o n . Op e n t o P u b l i c In s p e c t i o n Na m e o f t h e o r g a n i z a t i o n Em p l o y e r i d e n t i f i c a t i o n n u m b e r (a ) ( b ) 123456 Ye s N o Ye s N o 123456789abcd 2a2b2c2d Ye s N o Ye s N o 12ab (i ) (i i ) ab Fo r P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e t h e I n s t r u c t i o n s f o r F o r m 9 9 0 . S c h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Co m p l e t e i f t h e or g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 6 . Do n o r a d v i s e d f u n d s F u n d s a n d o t h e r a c c o u n t s To t a l n u m b e r a t e n d o f y e a r Ag g r e g a t e v a l u e o f c o n t r i b u t i o n s t o ( d u r i n g y e a r ) Ag g r e g a t e v a l u e o f g r a n t s f r o m ( d u r i n g y e a r ) Ag g r e g a t e v a l u e a t e n d o f y e a r ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n i n f o r m a l l d o n o r s a n d d o n o r a d v i s o r s i n w r i t i n g t h a t t h e a s s e t s h e l d i n d o n o r a d v i s e d f u n d s ar e t h e o r g a n i z a t i o n ' s p r o p e r t y , s u b j e c t t o th e o r g a n i z a t i o n ' s e x c l u s i v e l e g a l c o n t r o l ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n i n f o r m a l l g r a n t e e s , d o n o r s , a n d d o n o r a d v i s o r s i n w r i t i n g t h a t g r a n t f u n d s c a n b e u s e d o n l y fo r c h a r i t a b l e p u r p o s e s a n d n o t f o r t h e b e n e f i t o f t h e d o no r o r d o n o r a d v i s o r , o r f o r a n y o t h e r p u r p o s e c o n f e r r i n g im p e r m i s s i b l e p r i v a t e b e n e f i t ? Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 7 . Pu r p o s e ( s ) o f c o n s e r v a t i o n e a s e m e n t s h e l d b y t h e o r g a n i z a t i o n ( c h e c k a l l t h a t a p p l y ) . Pr e s e r v a t i o n o f l a n d f o r p u b l i c u s e ( f or e x a m p l e , r e c r e a t i o n o r e d u c a t i o n ) Pr o t e c t i o n o f n a t u r a l h a b i t a t Pr e s e r v a t i o n o f o p e n s p a c e Pr e s e r v a t i o n o f a h i s t o r i c a l l y i m p o r t a n t l a n d a r e a Pr e s e r v a t i o n o f a c e r t i f i e d h i s t o r i c s t r u c t u r e Co m p l e t e l i n e s 2 a t h r o u g h 2 d i f t h e o r g a n i z a t i o n h e l d a q u a l i f i e d c o n s e r v a t i o n c o n t r i b u t i o n i n t h e f o r m o f a c o n s e r v a t i o n e a s e m en t o n t h e l a s t da y o f t h e t a x y e a r . To t a l n u m b e r o f c o n s e r v a t i o n e a s e m e n t s To t a l a c r e a g e r e s t r i c t e d b y c o n s e r v a t i o n e a s e m e n t s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Nu m b e r o f c o n s e r v a t i o n e a s e m e n t s o n a c e r t i f i e d h i s t o r i c s t r u c t u r e i n c l u d e d o n l i n e 2 a Nu m b e r o f c o n s e r v a t i o n e a s e m e n t s i n c l u d e d o n l i n e 2 c a c q u i r e d a f t e r J u l y 2 5 , 2 0 0 6 , a n d n o t on a h i s t o r i c s t r u c t u r e l i s t e d i n t h e N a t i o n a l R e g i s t e r ~~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Nu m b e r o f c o n s e r v a t i o n e a s e m e n t s m o d i f i e d , t r a n s f e r r e d , r e l e a s e d , e x t i n g u i s h e d , o r t e r m i n a t e d b y t h e o r g a n i z a t i o n d u r i n g t h e t a x ye a r Nu m b e r o f s t a t e s w h e r e p r o p e r t y s u b j e c t t o c o n s e r v a t i o n e a s e m e n t i s l o c a t e d Do e s t h e o r g a n i z a t i o n h a v e a w r i t t e n p o l i c y r e g a r d i n g t h e p e r i o d i c m o n i t o r i n g , i n s p e c t i o n , h a n d l i n g o f vio l a t i o n s , a n d e n f o r c e m e n t o f t h e co n s e r v a t i o n e a s e m e n t s i t h o l d s ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ St a f f a n d v o l u n t e e r h o u r s d e v o t e d t o m o n i t o r i n g , i n s p e c t i n g , h a n d li n g o f v i o l a t i o n s , a n d e n f o r c i n g c o n s e r v a t i o n e a s e m e n t s d u r i n g t h e y e a r Am o u n t o f e x p e n s e s i n c u r r e d i n m o n i t o r i n g , i n s p e c t i n g , h a n d l i n g of v i o l a t i o n s , a n d e n f o r c i n g c o n s er v a t i o n e a s e m e n t s d u r i n g t h e ye a r Do e s e a c h c o n s e r v a t i o n e a s e m e n t r e p o r t e d o n l i n e 2 d a b o v e s a t i s f y t h e r e q u i r e m e n t s o f s e c t i o n 1 7 0 ( h ) ( 4 ) ( B ) ( i ) an d s e c t i o n 1 7 0 ( h ) ( 4 ) ( B ) ( i i ) ? ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ In P a r t X I I I , d e s c r i b e h o w t h e o r g a n i z a t i o n r e p o r t s c o n s e r v a t i o n e a s e m e n t s i n i t s r e v e n u e a n d e x p e n s e s t a t e m e n t a n d ba l a n c e s h e e t , a n d i n c l u d e , i f a p p l i c a b l e , t h e t e x t o f t h e f o o t n o te t o t h e o r g a n i z a t i o n ' s f i n a n c i a l s t a t e m e n t s t h a t d e s c r i b e s t he or g a n i z a t i o n ' s a c c o u n t i n g f o r c o n s e r v a t i o n e a s e m e n t s . Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 8 . If t h e o r g a n i z a t i o n e l e c t e d , a s p e r m i t t e d u n d e r F A S B A S C 9 5 8 , n o t t o r e p o r t i n i t s r e v e n u e s t a t e m e n t a n d b a l a n c e s h e e t w o r k s of a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s h e l d f o r pu b l i c e x h i b i t i o n , e d u c a t i o n , o r r e s e a r c h i n f u r t h e r a n c e o f p u b l ic se r v i c e , p r o v i d e i n P a r t X I I I t h e t e x t o f t h e f o o t n o t e t o i t s f i n a n c i a l s t a t e m e n t s t h a t d e s c r i b e s t h e s e i t e m s . If t h e o r g a n i z a t i o n e l e c t e d , a s p e r m i t t e d u n d e r F A S B A S C 9 5 8 , to r e p o r t i n i t s r e v e n u e s t a t e m e n t a n d b a l a n c e s h e e t w o r k s o f ar t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s h e l d f o r p u b l i c e x h i b i t i o n , e d u c a t i o n , o r r e s e a r c h i n f u r t h e r a n c e o f p u b l i c se r v i c e , pr o v i d e t h e f o l l o w i n g a m o u n t s r e l a t i n g t o t h e s e i t e m s . Re v e n u e i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 1 As s e t s i n c l u d e d i n F o r m 9 9 0 , P a r t X ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ $ $ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If t h e o r g a n i z a t i o n r e c e i v e d o r h e l d w o r k s o f a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s f o r f i n a n c i a l g a i n , p r o v i d e th e f o l l o w i n g a m o u n t s r e q u i r e d t o b e r e p o r t e d u n d e r F A S B A S C 9 5 8 r e l a t i n g t o t h e s e i t e m s : Re v e n u e i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 1 As s e t s i n c l u d e d i n F o r m 9 9 0 , P a r t X ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ $ $ LH A Pa r t I O r g a n i z a t i o n s M a i n t a i n i n g D o n o r A d v i s e d F u n d s o r O t h e r S i m i l a r F u n d s o r A c c o u n t s . Pa r t I I C o n s e r v a t i o n E a s e m e n t s . Pa r t I I I O r g a n i z a t i o n s M a i n t a i n i n g C o l l e c t i o n s o f A r t , H i s t o r i c a l T r e a s u r e s , o r O t h e r S i m i l a r A s s e t s . SC H E D U L E D Su p p l e m e n t a l F i n a n c i a l S t a t e m e n t s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 5 2 0 4 - 0 1 - 2 5 345abc de Ye s N o 12abcdefab Ye s N o 1c1d1e1f Ye s N o (a ) ( b ) ( c ) ( d ) ( e ) 1234abcdefgabcab Ye s N o (i ) (i i ) 3a ( i ) 3a ( i i ) 3b (a ) ( b ) ( c ) ( d ) 1abcde To t a l . Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) (c o n t i n u e d ) (C o l u m n ( d ) m u s t e q u a l F o r m 9 9 0 , P a r t X , l i n e 1 0 c , c o l u m n ( B ) ) Tw o y e a r s b a c k T h r e e y e a r s b a c k F o u r y e a r s b a c k Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Us i n g t h e o r g a n i z a t i o n ' s a c q u i s i t i o n , a c c e s s i o n , a n d o t h e r r e c o r d s , c h e c k a n y o f t h e f o l l o w i n g t h a t m a k e s i g n i f i c a n t u s e o f i t s co l l e c t i o n i t e m s ( c h e c k a l l t h a t a p p l y ) . Pu b l i c e x h i b i t i o n Sc h o l a r l y r e s e a r c h Pr e s e r v a t i o n f o r f u t u r e g e n e r a t i o n s Lo a n o r e x c h a n g e p r o g r a m Ot h e r Pr o v i d e a d e s c r i p t i o n o f t h e o r g a n i z a t i o n ' s c o l l e c t i o n s a n d e x p l a i n h o w t h e y f u r t h e r t h e o r g a n i z a t i o n ' s e x e m p t p u r p o s e i n P a r t XI I I . Du r i n g t h e y e a r , d i d t h e o r g a n i z a t i o n s o l i c i t o r r e c e i v e d o n a t i o n s o f a r t , h i s t o r i c a l t r e a s u r e s , o r o t h e r s i m i l a r a s s e t s to b e s o l d t o r a i s e f u n d s r a t h e r t h a n t o b e m a i n t a i n e d a s p a r t o f t h e o r g a n i z a t i o n ' s c o l l e c t i o n ? Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 9 , o r re p o r t e d a n a m o u n t o n F o r m 9 9 0 , P a r t X , l i n e 2 1 . Is t h e o r g a n i z a t i o n a n a g e n t , t r u s t e e , c u s t o d i a n , o r o t h e r i n t e r m e d i a r y f o r c o n t r i b u t i o n s o r o t h e r a s s e t s n o t i n c l u d e d on F o r m 9 9 0 , P a r t X ? If " Y e s , " e x p l a i n t h e a r r a n g e m e n t i n P a r t X I I I a n d c o m p l e t e t h e f o l l o w i n g t a b l e : ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Am o u n t Be g i n n i n g b a l a n c e Ad d i t i o n s d u r i n g t h e y e a r Di s t r i b u t i o n s d u r i n g t h e y e a r En d i n g b a l a n c e ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Di d t h e o r g a n i z a t i o n i n c l u d e a n a m o u n t o n F o r m 9 9 0 , Pa r t X , l i n e 2 1 , f o r e s c r o w o r c u s t o d i a l a c c o u n t l i a b il i t y ? If " Y e s , " e x p l a i n t h e a r r a n g e m e n t i n P a r t X I I I . C h e c k h e r e i f t h e e x p l a n a t i o n h a s b e e n p r o v i d e d i n P a r t X I I I ~~ ~ ~ ~ Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 0 . Cu r r e n t y e a r P r i o r y e a r Be g i n n i n g o f y e a r b a l a n c e Co n t r i b u t i o n s Ne t i n v e s t m e n t e a r n i n g s , g a i n s , a n d l o s s e s Gr a n t s o r s c h o l a r s h i p s ~~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ Ot h e r e x p e n d i t u r e s f o r f a c i l i t i e s an d p r o g r a m s Ad m i n i s t r a t i v e e x p e n s e s En d o f y e a r b a l a n c e ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ Pr o v i d e t h e e s t i m a t e d p e r c e n t a g e o f t h e c u r r e n t y e a r e n d b a l a n c e ( l i n e 1 g , c o l u m n ( a ) ) h e l d a s : Bo a r d d e s i g n a t e d o r q u a s i - e n d o w m e n t Pe r m a n e n t e n d o w m e n t Te r m e n d o w m e n t Th e p e r c e n t a g e s o n l i n e s 2 a , 2 b , a n d 2 c s h o u l d e q u a l 1 0 0 % . % % % Ar e t h e r e e n d o w m e n t f u n d s n o t i n t h e po s s e s s i o n o f t h e o r g a n i z a t i o n t h a t a r e h e l d a n d a d m i n i s t e r e d f o r t h e or g a n i z a t i o n b y : Un r e l a t e d o r g a n i z a t i o n s ? Re l a t e d o r g a n i z a t i o n s ? ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ If " Y e s " o n l i n e 3 a ( i i ) , a r e t h e r e l a t e d o r g a n i z a t i o n s l i s t e d a s r e q u i r e d o n S c h e d u l e R ? De s c r i b e i n P a r t X I I I t h e i n t e n d e d u s e s o f t h e o r g a n i z a t i o n ' s e n d o w m e n t f u n d s . ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 1 a . S e e F o r m 9 9 0 , P a r t X , l i n e 1 0 . De s c r i p t i o n o f p r o p e r t y C o s t o r o t h e r ba s i s ( i n v e s t m e n t ) Co s t o r o t h e r ba s i s ( o t h e r ) Ac c u m u l a t e d de p r e c i a t i o n Bo o k v a l u e La n d Bu i l d i n g s Le a s e h o l d i m p r o v e m e n t s ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ Eq u i p m e n t Ot h e r ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 1 a t h r o u g h 1 e . 2 Pa r t I I I Or g a n i z a t i o n s M a i n t a i n i n g C o l l e c t i o n s o f A r t , H i s t o r i c a l T r e a s u r e s , o r O t h e r S i m i l a r A s s e t s Pa r t I V Es c r o w a n d C u s t o d i a l A r r a n g e m e n t s Pa r t V E n d o w m e n t F u n d s Pa r t V I L a n d , B u i l d i n g s , a n d E q u i p m e n t WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 58 9 , 6 4 6 . 1 7 6 , 4 4 7 . 4 1 3 , 1 9 9 . 74 , 0 9 3 . 1 5 , 6 7 3 . 5 8 , 4 2 0 . 47 1 , 6 1 9 . (in c l u d i n g n a m e o f s e c u r i t y ) 53 2 0 5 3 0 4 - 0 1 - 2 5 To t a l . To t a l . (a ) ( b ) ( c ) (1 ) (2 ) (3 ) (a ) ( b ) ( c ) (1 ) (2 ) (3 ) (4 ) (5 ) (6 ) (7 ) (8 ) (9 ) (a ) (b ) (1 ) (2 ) (3 ) (4 ) (5 ) (6 ) (7 ) (8 ) (9 ) To t a l . (a ) (b ) 1.To t a l . 2. Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) (C o l u m n ( b ) m u s t e q u a l F o r m 9 9 0 , P a r t X , l i n e 1 5 , c o l . ( B ) ) (C o l u m n ( b ) m u s t e q u a l F o r m 9 9 0 , P a r t X , l i n e 2 5 , c o l . ( B ) ) De s c r i p t i o n o f s e c u r i t y o r c a t e g o r y (C o l . ( b ) m u s t e q u a l F o r m 9 9 0 , P a r t X , l i n e 1 2 , c o l . ( B ) ) (C o l . ( b ) m u s t e q u a l F o r m 9 9 0 , P a r t X , l i n e 1 3 , c o l . ( B ) ) Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 1 b . S e e F o r m 9 9 0 , P a r t X , l i n e 1 2 . Bo o k v a l u e M e t h o d o f v a l u a t i o n : C o s t o r e n d - o f - y e a r m a r k e t v a l u e Fi n a n c i a l d e r i v a t i v e s Cl o s e l y h e l d e q u i t y i n t e r e s t s Ot h e r ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ (A ) (B ) (C ) (D ) (E ) (F ) (G ) (H ) Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 1 c . S e e F o r m 9 9 0 , P a r t X , l i n e 1 3 . De s c r i p t i o n o f i n v e s t m e n t B o o k v a l u e M e t h o d o f v a l u a t i o n : C o s t o r e n d - o f - y e a r m a r k e t v a l u e Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 1 d . S e e F o r m 9 9 0 , P a r t X , l i n e 1 5 . De s c r i p t i o n B o o k v a l u e Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 1 e o r 1 1 f . S e e F o r m 9 9 0 , P a r t X , l i n e 2 5 . De s c r i p t i o n o f l i a b i l i t y Bo o k v a l u e (1 ) (2 ) (3 ) (4 ) (5 ) (6 ) (7 ) (8 ) (9 ) Fe d e r a l i n c o m e t a x e s Li a b i l i t y f o r u n c e r t a i n t a x p o s i t i o n s . I n P a r t X II I , p r o v i d e t h e t e x t o f t h e f o o t n o t e t o t h e o r g a n i z a t i o n ' s f i n a n c i a l s t a t e m e n t s t h a t r e p o r t s t h e or g a n i z a t i o n ' s l i a b i l i t y f o r u n c e r t a i n t a x p o s i t i o n s u n d e r F A S B A S C 74 0 . C h e c k h e r e i f t h e t e x t o f t h e f o o t no t e h a s b e e n p r o v i d e d i n P a r t X I I I 3 Pa r t V I I I n v e s t m e n t s - O t h e r S e c u r i t i e s Pa r t V I I I I n v e s t m e n t s - P r o g r a m R e l a t e d . Pa r t I X O t h e r A s s e t s Pa r t X O t h e r L i a b i l i t i e s WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 53 2 0 5 4 0 4 - 0 1 - 2 5 12345 1 abcde 2a2b2c2d 2e3 abc 4a4b 3 4 c . 4c5 12345 1 abcde 2a2b2c2d 2e3 abc 4a4b 3 4 c . 4c5 Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) (T h i s m u s t e q u a l F o r m 9 9 0 , P a r t I , l i n e 1 2 . ) (T h i s m u s t e q u a l F o r m 9 9 0 , P a r t I , l i n e 1 8 . ) Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 2 a . To t a l r e v e n u e , g a i n s , a n d o t h e r s u p p o r t p e r a u d i t e d f i n a n c i a l s t a t e m e n t s Am o u n t s i n c l u d e d o n l i n e 1 b u t n o t o n F o r m 9 9 0 , P a r t V II I , l i n e 1 2 : ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ne t u n r e a l i z e d g a i n s ( l o s s e s ) o n i n v e s t m e n t s Do n a t e d s e r v i c e s a n d u s e o f f a c i l i t i e s Re c o v e r i e s o f p r i o r y e a r g r a n t s Ot h e r ( D e s c r i b e i n P a r t X I I I . ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 2 a t h r o u g h 2 d ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Su b t r a c t l i n e 2 e f r o m l i n e 1 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Am o u n t s i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 1 2 , b u t n o t o n l i n e 1 : In v e s t m e n t e x p e n s e s n o t i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 7 b Ot h e r ( D e s c r i b e i n P a r t X I I I . ) ~~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 4 a a n d 4 b To t a l r e v e n u e . A d d l i n e s a n d ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Co m p l e t e i f t h e o r g a n i z a t i o n a n s w e r e d " Y e s " o n F o r m 9 9 0 , P a r t I V , l i n e 1 2 a . To t a l e x p e n s e s a n d l o s s e s p e r au d i t e d f i n a n c i a l s t a t e m e n t s Am o u n t s i n c l u d e d o n l i n e 1 b u t n o t o n F o r m 9 9 0 , P a r t I X , l i n e 2 5 : ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Do n a t e d s e r v i c e s a n d u s e o f f a c i l i t i e s Pr i o r y e a r a d j u s t m e n t s Ot h e r l o s s e s Ot h e r ( D e s c r i b e i n P a r t X I I I . ) ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 2 a t h r o u g h 2 d Su b t r a c t l i n e 2 e f r o m l i n e 1 ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Am o u n t s i n c l u d e d o n F o r m 9 9 0 , P a r t I X , l i n e 2 5 , b u t n o t o n l i n e 1 : In v e s t m e n t e x p e n s e s n o t i n c l u d e d o n F o r m 9 9 0 , P a r t V II I , l i n e 7 b Ot h e r ( D e s c r i b e i n P a r t X I I I . ) ~~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Ad d l i n e s 4 a a n d 4 b To t a l e x p e n s e s . A d d l i n e s a n d ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Pr o v i d e t h e d e s c r i p t i o n s r e q u i r e d f o r P a r t I I , l i n e s 3 , 5 , a n d 9 ; P a r t I I I , l i n e s 1 a a n d 4 ; P a r t I V , l i n e s 1 b a n d 2 b ; P a r t V , l in e 4 ; P a r t X , l i n e 2 ; P a r t X I , lin e s 2 d a n d 4 b ; a n d P a r t X I I , l i n e s 2 d a n d 4 b . A l s o c o m p l e t e t h i s p a r t t o p r o v i d e a n y a d d i t i o n a l i n f o r m a t i o n . 4 Pa r t X I R e c o n c i l i a t i o n o f R e v e n u e p e r A u d i t e d Fi n a n c i a l S t a t e m e n t s W i t h R e v e n u e p e r R e t u r n Pa r t X I I R e c o n c i l i a t i o n o f E x p e n s e s p e r A u d i t e d Fi n a n c i a l S t a t e m e n t s W i t h E x p e n s e s p e r R e t u r n Pa r t X I I I S u p p l e m e n t a l I n f o r m a t i o n WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 1, 9 2 0 , 0 2 8 . 27 , 8 0 1 . 79 1 , 9 3 1 . 8, 8 5 3 . 82 8 , 5 8 5 . 1, 0 9 1 , 4 4 3 . 0. 1, 0 9 1 , 4 4 3 . 1, 0 5 5 , 2 6 0 . 11 0 , 0 0 4 . 8, 8 5 3 . 11 8 , 8 5 7 . 93 6 , 4 0 3 . 0. 93 6 , 4 0 3 . PA R T X I , L I N E 2 D - O T H E R A D J U S T M E N T S : SP E C I A L E V E N T E X P E N S E S 8 , 8 5 2 . RO U N D I N G 1 . TO T A L T O S C H E D U L E D , P A R T X I , L I N E 2 D 8 , 8 5 3 . PA R T X I I , L I N E 2 D - O T H E R A D J U S T M E N T S : SP E C I A L E V E N T E X P E N S E S 8 , 8 5 2 . RO U N D I N G 1 . TO T A L T O S C H E D U L E D , P A R T X I I , L I N E 2 D 8 , 8 5 3 . 53 2 0 5 5 0 4 - 0 1 - 2 5 5 Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) (c o n t i n u e d ) Sc h e d u l e D ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Pa g e Pa r t X I I I S u p p l e m e n t a l I n f o r m a t i o n WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 532101 04-01-25 (Rev. December 2024) SCHEDULE I (Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. Open to Public Inspection Employer identification number Part I General Information on Grants and Assistance 1 2 Yes No Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments. (f) 1 (a) (b) (c) (d) (e) (g) (h) 2 3 For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule I (Form 990) (Rev. 12-2024) Name of the organization Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. Method ofvaluation (book,FMV, appraisal,other) Name and address of organizationor government EIN IRC section(if applicable)Amount ofcash grant Amount ofnoncashassistance Description ofnoncash assistance Purpose of grantor assistance Enter total number of section 501(c)(3) and government organizations listed in the line 1 table Enter total number of other organizations listed in the line 1 table ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ LHA Grants and Other Assistance to Organizations,Governments, and Individuals in the United States WHEAT RIDGE 2020, INC.56-2550132 X MCINTYRE-REEVES INDUSTRIES LLC TO SUPPORT SMALL 16359 W 10TH AVE APT Q5 BUSINESSES UTILIZING THE GOLDEN, CO 80401 APPLIED FOR N/A 9,000. 0. MAKERSPACE RESOURCES 0.1. 532102 04-01-25 2 Grants and Other Assistance to Domestic Individuals. Part III (e) (a) (b) (c) (d) (f) Part IV Supplemental Information. Schedule I (Form 990) (Rev. 12-2024) Schedule I (Form 990) (Rev. 12-2024)Page Complete if the organization answered "Yes" on Form 990, Part IV, line 22.Part III can be duplicated if additional space is needed. Method of valuation(book, FMV, appraisal, other)Type of grant or assistance Number ofrecipients Amount ofcash grant Amount of non-cash assistance Description of noncash assistance Provide the information required in Part I, line 2; Part III, column (b); and any other additional information. WHEAT RIDGE 2020, INC. 56-2550132 WHEATRIDGE CREATES SCHOLARSHIP 6 5,408. 0. GROWING U GRANT 2 500. 0. PART I, LINE 2: LOCALWORKS HAS ESTABLISHED CRITERIA FOR PROVIDING GRANTS TO MAKERSPACE GRANT RECEIPTIENTS AND MONITORS THE USE OF GRANT FUNDS THROUGH CONTINUING CONNECTION WITH THE RECIPIENT. De p a r t m e n t o f t h e T r e a s u r y In t e r n a l R e v e n u e S e r v i c e 53 2 2 1 1 0 4 - 0 1 - 2 5 OM B N o . 1 5 4 5 - 0 0 4 7 (R e v . D e c e m b e r 2 0 2 4 ) Co m p l e t e t o p r o v i d e i n f o r m a t i o n f o r r e s p o n s e s t o s p e c i f i c q u e s t i o n s o n Fo r m 9 9 0 o r 9 9 0 - E Z o r t o p r o v i d e a n y a d d i t i o n a l i n f o r m a t i o n . At t a c h t o F o r m 9 9 0 o r F o r m 9 9 0 - E Z . Go t o w w w . i r s . g o v / F o r m 9 9 0 f o r i n s t r u c t i o n s a n d t h e l a t e s t i n f o r m a t i o n . Op e n t o P u b l i c In s p e c t i o n Em p l o y e r i d e n t i f i c a t i o n n u m b e r Fo r P a p e r w o r k R e d u c t i o n A c t N o t i c e , s e e t h e I n s t r u c t i o n s f o r F o r m 9 9 0 o r 9 9 0 - E Z . S c h e d u l e O ( F o r m 9 9 0 ) ( R e v . 1 2 - 2 0 2 4 ) Na m e o f t h e o r g a n i z a t i o n LH A (F o r m 9 9 0 ) SC H E D U L E O Su p p l e m e n t a l I n f o r m a t i o n t o F o r m 99 0 o r 9 9 0 - E Z WH E A T R I D G E 2 0 2 0 , I N C . 5 6 - 2 5 5 0 1 3 2 FO R M 9 9 0 , P A R T I , L I N E 1 , D E S C R I P T I O N O F O R G A N I Z A T I O N M I S S I O N : SU S T A I N A B L E C O M M U N I T Y . L O C A L W O R K S F O C U S E S O N P R O V I D I N G P R O G R A M S A N D RE S O U R C E S T H A T E N H A N C E E C O N O M I C D E V E L O P M E N T , N E I G H B O R H O O D RE V I T A L I Z A T I O N , C I V I C E N G A G E M E N T A N D A R T S A N D C U L T U R E . FO R M 9 9 0 , P A R T I I I , L I N E 4 B , P R O G R A M S E R V I C E A C C O M P L I S H M E N T S : GE T T I N G R E S I D E N T S I N S I D E O F L O C A L B U S I N E S S E S T O S H O P A N D L I V E L O C A L . FO R M 9 9 0 , P A R T I I I , L I N E 4 C , P R O G R A M S E R V I C E A C C O M P L I S H M E N T S : UP G R A D E T H A T W A S C O M P L E T E D A T T H E E N D O F F E B R U A R Y 2 0 2 6 . FO R M 9 9 0 , P A R T V I , S E C T I O N A , L I N E 6 : TH E O R G A N I Z A T I O N W A S O R G A N I Z E D A S A M E M B E R S H I P O R G A N I Z A T I O N U N D E R T H E CO L O R A D O S T A T U T E S F O R N O T F O R P R O F I T O R G A N I Z A T I O N S ( T I T L E 7 , A R T I C L E 2 1 ) . FO R M 9 9 0 , P A R T V I , S E C T I O N A , L I N E 7 A : TH E M E M B E R S O F T H E O R G A N I Z A T I O N E L E C T T H E B O A R D O F D I R E C T O R S . FO R M 9 9 0 , P A R T V I , S E C T I O N B , L I N E 1 1 B : TH E B O A R D O F D I R E C T O R S R E V I E W S T H E F O R M 9 9 0 P R I O R T O F I L I N G T O E N S U R E A L L IN F O R M A T I O N C O N T A I N E D I N T H E F O R M I S C O R R E C T W I T H R E S P E C T T O T H E OR G A N I Z A T I O N . FO R M 9 9 0 , P A R T V I , S E C T I O N B , L I N E 1 2 C : TH E B O A R D R E V I E W S C O M P L I A N C E W I T H T H E C O N F L I C T O F I N T E R E S T P O L I C I E S O N A O N PE R I O D I C B A S I S . FO R M 9 9 0 , P A R T V I , S E C T I O N B , L I N E 1 5 : TH E E X E C U T I V E C O M M I T T E E D E T E R M I N E S C O M P E N S A T I O N B Y R E V I E W I N G T H E E M P L O Y E E S PE R F O R M A N C E A N D C O N S I D E R S T H E B U D G E T A R Y R E Q U I R E M E N T S F O R T H E Y E A R I N W H I C H TH E C O M P E N S A T I O N W I L L E F F E C T . T H E Y A L S O C O N S I D E R A N N U A L C O S T O F L I V I N G AD J U S T M E N T S , E C O N O M I C C O N D I T I O N S A N D C O M P E T I T I V E C O N D I T I O N S T O D E T E R M I N E SA L A R Y B U D G E T I N C R E A S E S . FO R M 9 9 0 , P A R T V I , S E C T I O N C , L I N E 1 9 : AR T I C L E S O F I N C O R P O R A T I O N A N D B Y L A W S A R E A V A I L A B L E O N T H E O R G A N I Z A T I O N ' S WE B S I T E . O T H E R D O C U M E N T S A R E A V A I L A B L E U P O N R E Q U E S T . FO R M 9 9 0 , P A R T X I I , L I N E 2 C TH E P R O C E S S O F T H E O V E R S I G H T O F T H E A U D I T O F I T S F I N A N C I A L S T A T E M E N T S AN D S E L E C T I O N O F A N I N D E P E N D E N T A C C O U N T A N T H A S N O T C H A N G E D F R O M P R I O R YE A R S . 7230 W. 38th Avenue, Wheat Ridge, CO, 80033 720-649-0880 I WheatRidgeChamber.org Via Email Only To: pgoff@wheatridge.gov ; cc: JMendoza@wheatridge.gov July 21, 2026 Patrick Goff, City Manager City of Wheat Ridge 7500 W. 29th Avenue Wheat Ridge, CO 80033 Re: Funding Request for 2027 - Strengthening Our City's Business Community Dear Patrick: On behalf of the Board of Directors of the Wheat Ridge Chamber of Commerce, I am writing to present our funding request of $60,000 in 2027. The Chamber's goal in 2027 is to continue to promote economic growth, advocate for local businesses, and create an environment where businesses can thrive, thereby enhancing the overall quality of life for our local community members. To achieve these objectives, the Chamber requires adequate funding to continue our existing programming as well as implement a range of new initiatives. Our priorities for Wheat Ridge businesses include: • Business Development and Support • Marketing and Promotions • Networking and Collaboration • Community Engagement and Advocacy The 2027 funding request of $60,000 is to support these specific areas: • $20,000 for the promotion of local, small businesses in Wheat Ridge through events and advertising • $13,000 for administrative costs of running the Chamber and managing its members, events and programming • $12,000 towards rent and building expenses for maintaining the Wheat Ridge Chamber of ATTACHMENT 3 Commerce • $10,000 towards the cost of outreach and marketing to the local community and small businesses • $5000 for administrative costs of pursuing the merger of the Wheat Ridge Chamber of Commerce and the Wheat Ridge Business Association As you know, the Wheat Ridge Chamber of Commerce, on West 38th Avenue is made available for Wheat Ridge businesses small and large, non-profits, schools, community groups, leads groups, Chamber events, and Wheat Ridge citizens. We are proud that this fosters community, bolsters Wheat Ridge businesses, and has become a “go-to” location for everyone. We believe that the investment made in the Wheat Ridge Chamber of Commerce by the City will yield substantial returns for our city’s economy and social fabric. By allocating the requested funds to the Wheat Ridge Chamber of Commerce, the City will be reinforcing its commitment to creating a robust business ecosystem and enhancing the prosperity of local, small businesses. We would be happy to present our request and our proposed budget in person and address any questions that City Council may have. We appreciate your consideration of, and support for, this budget request. Sincerely, Wheat Ridge Chamber of Commerce Alicia Marsicovetere Board Treasurer cc: Board $UYDGD (GJHZDWHU *ROGHQ /DNHZRRG :HVWPLQVWHU :KHDW5LGJH 8QLQFRUSRUDWHG-HIIHUVRQ&RXQW\ 7RWDO Ralston House Budget Request ATTACHMENT 4 1 Ra l s t o n H o u s e R e m o d e l i n g C a p i t a l P r o j e c t to S e r v e J e f f e r s o n a n d G i l p i n C o u n t i e s Ra l s t o n H o u s e P r o g r a m O v e r v i e w Ra l s t o n H o u s e p r o v i d e s t h e f o l l o w i n g s e r v i c e s t o c h i l d r e n a n d f a m i l i e s i n J e f f e r s o n , Gi l p i n , A d a m s a n d B r o o m f i e l d C o u n t i e s : Ɣ F o r e n s i c I n t e r v i e w s o f c h i l d r e n a n d s o m e a d u l t s r e f e r r e d d u e t o a l l e g a t i o n s o f se x u a l a b u s e , p h y s i c a l a b u s e o r n e g l e c t , o r b e c a u s e t h e y h a v e w i t n e s s e d a cr i m e , s u c h a s d o m e s t i c v i o l e n c e , s e x u a l a s s a u l t , o r h o m i c i d e . Ɣ V i c t i m A d v o c a c y t o c h i l d r e n a n d t h e i r n o n - o f f e n d i n g c a r e g i v e r s , i n c l u d i n g c r i s i s co u n s e l i n g , v i c t i m s ’ r i g h t s i n f o r m a t i o n , a s s i s t a n c e w i t h v i c t i m c o m p e n s a t i o n ap p l i c a t i o n , e d u c a t i o n a b o u t c h i l d a b u s e a n d t r a u m a , r e f e r r a l t o h i g h l y - v e t t e d tr a u m a - i n f o r m e d m e n t a l h e a l t h s e r v i c e s , a n d r e f e r r a l t o o t h e r c o m m u n i t y re s o u r c e s . Ɣ P e d i a t r i c f o r e n s i c m e d i c a l e x a m i n a t i o n s f o r c h i l d r e n w h o h a v e d i s c l o s e d s e x u a l ab u s e . Ɣ M u l t i d i s c i p l i n a r y T e a m m o n t h l y c a s e r e v i e w s a n d o n g o i n g t r a i n i n g s . Ɣ C o m m u n i t y s e x u a l a b u s e p r e v e n t i o n t r a i n i n g s . Ɣ A l l s e r v i c e s a r e o f f e r e d F R E E t o f a m i l i e s a n d i n v e s t i g a t o r s . Ra l s t o n H o u s e I m p a c t o n W h e a t R i d g e P o l i c e D e p a r t m e n t a n d W h e a t R i d g e Co m m u n i t y In t h e s u m m e r o f 2 0 2 3 , J o h n * w h o w a s a v i c t i m o f a s t a b b i n g i n W h e a t R i d g e . J o h n w a s 29 y e a r s o l d a t t h e t i m e o f t h e i n t e r v i e w . P a t r o l r e s p o n d e d t o a s t a b b i n g a t t h e p a r k i n Wh e a t R i d g e w h e n a f a m i l y w a s h a v i n g a c e l e b r a t i o n o f l i f e p a r t y a n d n o t i c e d a m a n bl e e d i n g o u t n e a r t h e b a t h r o o m s . P a t r o l s a v e d J o h n ’ s l i f e b y a p p l y i n g p r e s s u r e t o h i s wo u n d u n t i l p a r a m e d i c s a r r i v e d . P a t r o l w a s a b l e t o g a t h e r f r o m t h e b y s t a n d e r s a t t h e pa r k t h e i n d i v i d u a l w h o s t a b b e d J o h n w a s a t r a n s i e n t m a l e w h o w a s s t i l l i n t h e ba t h r o o m s a t t h e p a r k . P a t r o l a p p r e h e n d e d t h e s u s p e c t b u t w a s s t i l l u n s u r e o f w h a t tr a n s p i r e d . Th e c a s e w a s a s s i g n e d t o D e t e c t i v e s E v e r s o l e a n d S t o v a l l . D e t e c t i v e S t o v a l l c a l l e d Ra l s t o n H o u s e t o s e t u p a f o r e n s i c i n t e r v i e w f o r J o h n a f t e r h e w a s r e l e a s e d f r o m t h e ho s p i t a l a n d w e l l e n o u g h t o a t t e n d a f o r e n s i c p o s t i n j u r i e s . J o h n i s c o n s i d e r e d a n I D D ad u l t . A s a y o u n g a d u l t , J o h n w a s i n a n a c c i d e n t t h a t l e f t h i m w i t h a T B I ( t r a u m a t i c br a i n i n j u r y ) . A f t e r h i s a c c i d e n t , h e w a s p u t o n l i f e s u p p o r t a n d i n a m e d i c a l l y i n d u c e d co m a . A n d a f t e r s o m e t i m e , h i s p a r e n t s d e c i d e d t o t a k e h i m o f f l i f e s u p p o r t b e c a u s e t h e do c t o r s b e l i e v e d t h a t J o h n w o u l d n ' t s u r v i v e t h e d a m a g e . J o h n e n d e d u p l i v i n g o n c e h e wa s r e m o v e d f r o m l i f e s u p p o r t b u t h a d s e v e r a l s e i z u r e s w h i c h c a u s e d a p h a s i a a n d ve r y l i m i t e d v e r b a l c o m m u n i c a t i o n . H e a l s o h a s v e r y l i m i t e d m o v e m e n t o n t h e r i g h t s i d e 2 of h i s b o d y b e c a u s e o f t h e m u l t i p l e s e i z u r e s h e s u f f e r e d f r o m . J o h n c a n s p e a k i n 1 – 3 - wo r d s e n t e n c e s t o c o m m u n i c a t e a n d o f t e n c a n ' t " f i n d t h e w o r d s " t o d e s c r i b e h i s ex p e r i e n c e s . D e t e c t i v e S t o v a l l b e l i e v e d t h a t a f o r e n s i c i n t e r v i e w w o u l d b e t h e b e s t en v i r o n m e n t f o r J o h n t o b e a b l e t o s h a r e w h a t h e c o u l d a b o u t h i s e x p e r i e n c e o f t h e st a b b i n g . Th e R a l s t o n H o u s e f o r e n s i c i n t e r v i e w e r t h a t i n t e r v i e w e d J o h n i s t r a i n e d i n a s p e c i f i c pr o t o c o l t o i n t e r v i e w n o n - s p e a k i n g i n d i v i d u a l s a n d i n d i v i d u a l s w i t h I D D a n d / o r c o g n i t i v e de l a y s . T h r o u g h t h e f o r e n s i c i n t e r v i e w , J o h n w a s a b l e t o d i s c l o s e t h a t h e w e n t t o t h e pa r k t o w a l k a r o u n d a n d g e t o u t o f t h e h o u s e . W h i l e a t t h e p a r k , a t r a n s i e n t m a n ap p r o a c h e d h i m a n d a s k e d t o b o r r o w h i s c e l l p h o n e . J o h n a g r e e d t o l e t h i m u s e h i s ph o n e , a n d a f t e r w a r d s t h e m a l e a s k e d J o h n i f h e w a n t e d t o h a n g o u t . T h e y e n d e d u p go i n g i n t o t h e b a t h r o o m a t t h e p a r k w h e r e J o h n d e s c r i b e d t h e m a n s m o k i n g m e t h wh i l e J o h n d r a n k a b e e r t h a t h e p u r c h a s e d f r o m t h e g a s s t a t i o n . J o h n t h e n s a i d t h a t t h e ma n w a n t e d t o d o s e x u a l t h i n g s w i t h J o h n . W h e n J o h n r e f u s e d , t h e t r a n s i e n t m a l e be c a m e a n g r y a n d e n d e d u p b e a t i n g J o h n u p . H e p u n c h e d , k i c k e d , a n d sl a m m e d J o h n ' s h e a d i n t o t h e c i n d e r b l o c k w a l l . J o h n l e f t t h e b a t h r o o m a n d w a s bl e e d i n g a n d i n j u r e d w h e n a m a n f r o m t h e c e l e b r a t i o n o f l i f e p a r t y ap p r o a c h e d J o h n a n d t o l d h i m t h a t h e w a s s c a r i n g t h e c h i l d r e n b e c a u s e o f t h e b l o o d on h i s f a c e a n d a s k e d i f h e c o u l d c l e a n h i m s e l f u p . J o h n t h e n w e n t b a c k i n t o t h e re s t r o o m t o c l e a n u p w i t h t h e s a m e m a n i n t h e b a t h r o o m . W h i l e J o h n w a s a t t h e s i n k tr y i n g t o w a s h u p , t h e m a n c a m e u p b e h i n d J o h n a n d p u l l e d a k n i f e f r o m t h e b a c k of J o h n ' s p a n t s t h a t h e k e p t o n h i m s e l f f o r p r o t e c t i o n , a n d t h e t r a n s i e n t m a n us e d J o h n ' s k n i f e t o s t a b h i m t h r o u g h h i s l e f t f o r e a r m ( w h i c h w a s h i s o n l y w o r k i n g a r m af t e r h i s T B I , t h a t h e r a i s e d i n f r o n t o f h i s f a c e f o r s e l f - d e f e n s e ) . Th r o u g h t h i s f o r e n s i c i n t e r v i e w , J o h n w a s a b l e t o s h a r e h i s e x p e r i e n c e o f a h o r r i b l e at t a c k i n a w a y t h a t h e l p e d h i m t o f e e l h e a r d a n d s u p p o r t e d . I n t u r n , h e w a s a l s o a b l e to r e c e i v e j u s t i c e f o r t h e c r i m e t h a t w a s c o m m i t t e d a g a i n s t h i m . J o h n i s k n o w n f o r h i s ch a r i s m a t i c a n d k i n d h e a r t e d a t t i t u d e . H e l o v e s t o p l a y c h e s s a n d w e n t t o t h e p a r a p l e g i c Ol y m p i c s f o r f e n c i n g . Wi t h o u t t h e a m a z i n g r e s p o n s e f r o m p a t r o l , t h e d e t e c t i v e s w h o w o r k e d o n t h e c a s e , a n d th e f o r e n s i c i n t e r v i e w f r o m R a l s t o n H o u s e t o d e t e r m i n e w h a t h a p p e n e d t h a t da y , J o h n w o u l d n ' t h a v e s u r v i v e d . 3 Th e T o t a l P r o j e c t C o s t a n d t h e R e q u e s t o f J e f f e r s o n a n d G i l p i n Co u n t y M u n i c i p a l i t i e s : Ɣ E s t i m a t e d t o t a l r e m o d e l i n g c o s t s : $ 1 , 3 0 0 , 0 0 0 - $ 1 , 4 5 0 , 0 0 0 Ɣ P r o f i t f r o m t h e s a l e o f t h e L a k e w o o d s i t e : $ 4 5 6 , 0 5 1 . 0 2 Ɣ R e m a i n i n g c o s t r e q u e s t e d t o b e c o v e r e d b y m u n i c i p a l i t i e s i n J e f f e r s o n a n d G i l p i n Co u n t i e s : $ 8 5 0 , 0 0 0 - $ 1 , 0 0 0 , 0 0 0 ( t h e s e a r e e a r l y e s t i m a t e s , w e h a v e n o t r e c e i v e d a f i n a l i z e d c o n s t r u c t i o n b i d a n d t h e s e n u m b e r s c o u l d c h a n g e ) . Th e e s t i m a t e d t o t a l c o s t t o r e m o d e l t h e n e w A r v a d a s i t e i s b e t w e e n $1 , 3 0 0 , 0 0 0 - $ 1 , 4 5 0 , 0 0 0 d e p e n d i n g o n f i n a l c o n s t r u c t i o n c o s t s . R a l s t o n H o u s e i s gr a t e f u l f o r t h e f i n a n c i a l s u p p o r t t h a t w e h a v e r e c e i v e d s i n c e o u r i n c e p t i o n i n 2 0 0 6 f r o m 1s t J u d i c i a l D i s t r i c t c i t i e s a n d c o u n t i e s . W e a r e a s k i n g f o r a o n e - t i m e g e n e r o u s g i f t f r o m th e c i t i e s , c o u n t i e s , d i s t r i c t a t t o r n e y ’ s o f f i c e , a n d h u m a n s e r v i c e a g e n c i e s t h a t w e s e r v e in t h e 1 s t J u d i c i a l D i s t r i c t t o s u p p o r t t h e r e m a i n i n g c o s t o f c o n s t r u c t i o n f o r t h e n e w Ar v a d a s i t e o p e n i n g i n 2 0 2 6 . R a l s t o n H o u s e r e c e n t l y s o l d o u r L a k e w o o d s i t e f o r $4 5 6 , 0 5 1 . 0 2 . We a r e a s k i n g f o r t h e J e f f e r s o n a n d G i l p i n C o u n t y m u n i c i p a l i t i e s t o j o i n to g e t h e r t o c o v e r t h e r e m a i n i n g $ 8 5 0 , 0 0 0 - $ 1 , 0 0 0 , 0 0 0 i n e s t i m a t e d c o s t s . Th i s g i f t w i l l en s u r e t h a t w e a r e a b l e t o m e e t t h e n e e d s o f a l l o f t h e r e s i d e n t s o f J e f f e r s o n a n d G i l p i n Co u n t i e s . Th e C i t y o f A r v a d a h a s g e n e r o u s l y o f f e r e d t o c o n t i n u e o u r l e a s e o f $ 1 0 / y e a r f o r t h i s n e w sp a c e , a n d w i l l a l s o p r o v i d e c o n t i n u e d i n - k i n d s e r v i c e s i n c l u d i n g H u m a n R e s o u r c e s , I T , an d f a c i l i t y m a i n t e n a n c e . In 2 0 1 4 , R a l s t o n H o u s e e x p a n d e d s e r v i c e s t o t h e 1 7 t h J u d i c i a l D i s t r i c t , a n d i n 2 0 1 7 a ne w b u i l d i n g w a s c o n s t r u c t e d i n N o r t h g l e n n t o s e r v e t h e 1 7 t h J u d i c i a l D i s t r i c t c l i e n t s . Th e j u r i s d i c t i o n s s e r v e d i n A d a m s a n d B r o o m f i e l d C o u n t i e s a g r e e d t o f i n a n c i a l l y s u p p o r t th i s b u i l d b y p r o v i d i n g $ 1 . 7 - m i l l i o n b e t w e e n t h e m . T h i s a g r e e m e n t i s a t t a c h e d f o r y o u r re v i e w . 4 Co n s t r u c t i o n P l a n : Ɣ A r c h i t e c t u r a l p l a n s w i l l b e f i n a l i z e d a n d a c o n s t r u c t i o n c o n t r a c t o r w i l l b e s e l e c t e d be f o r e D e c e m b e r 2 0 2 5 . Ɣ C o n s t r u c t i o n w i l l b e g i n i n J an u a r y 2 0 2 6 , w i t h e s t i m a t e d co m p l e t i o n b e t w e e n A p r i l an d J u l y 2 0 2 6 . Ɣ E i d o s A r c h i t e c t s w a s s e l e c t e d a s t h e a r ch i t e c t b y t h e C i t y o f A r v a d a a n d t h e y w i l l be s e n d i n g o u t b i d s f o r c o n s t r u c t i o n c o n t r a c t o r s . A n i n i t i a l d e s i g n p l a n w a s de v e l o p e d b y E i d o s A r c h i t e c t s a n d i s a t t a c h e d t o t h i s d o c u m e n t . P l a n s a r e f o r co n s t r u c t i o n t o b e g i n i n J a n u a r y o f 2 0 2 6 a n d b e c o m p l e t e d b y J u l y o f 2 0 2 6 , i f n o t so o n e r . 5 Th e N e e d f o r a N e w S p a c e Ɣ R a l s t o n H o u s e c u r r e n t l y h a s t w o s i t e s i n t h e 1 s t J u d i c i a l D i s t r i c t , o n e i n A r v a d a an d o n e i n L a k e w o o d Ɣ D u e t o c o n c e r n s w i t h o n g o i n g m a i n t e n a n c e i s s u e s a n d s a f e t y c o n c e r n s , R a l s t o n Ho u s e i s i n t h e p r o c e s s o f s e l l i n g t h e L a k e w o o d s i t e . Ɣ T h e A r v a d a s i t e i s n o t l a r g e e n o u g h t o h o u s e a l l o f t h e 1 s t J u d i c i a l D i s t r i c t c a s e s . Ɣ W h i l e t h e A r v a d a s i t e i s A D A c o m p l i a n t , i t i s n o t c o n v e n i e n t f o r t h o s e w i t h di s a b i l i t i e s . Ɣ T h e r e i s n o t e n o u g h s p a c e f o r s t a f f o f f i c e s o r a m e e t i n g s p a c e a t t h e L a k e w o o d an d A r v a d a s i t e s . Ɣ T h e r e i s l i m i t e d p a r k i n g a t t h e A r v a d a s i t e , w h i c h r e q u i r e s s t a f f , M D T m e m b e r s an d s o m e t i m e s c l i e n t s t o u t i l i z e s t r e e t p a r k i n g , c a u s i n g s a f e t y c o n c e r n s . Ra l s t o n H o u s e c u r r e n t l y s e r v e s 1 s t J u d i c i a l D i s t r i c t r e s i d e n t s / c a s e s ( J e f f e r s o n a n d Gi l p i n C o u n t i e s ) o u t o f t w o s i t e s - o n e i n L a k e w o o d , C O a n d o n e i n A r v a d a , C O . T h e r e is a c o m b i n e d s q u a r e f o o t a g e o f l e s s t h a n 5 , 0 0 0 s q f t b e t w e e n t h e t w o s i t e s . T h e La k e w o o d f a c i l i t y i s a n o l d e r f a r m h o m e t h a t r e q u i r e s a l o t o f u p k e e p a n d c a n n o l o n g e r be e a s i l y m a i n t a i n e d , a n d i t i s n o t A D A a c c e s s i b l e . T h e L a k e w o o d f a c i l i t y i s i s o l a t e d fr o m o t h e r b u s i n e s s e s a n d t h e c o m m u n i t y , m a k i n g i t a s a f e t y c o n c e r n a s p e o p l e c a n n o t se e o r h e a r s t a f f o r c l i e n t s i f t h e r e i s a d i s t r e s s i n g i n c i d e n t o r o c c u r r e n c e . T h e c u r r e n t Ar v a d a s i t e i s n o t l a r g e e n o u g h t o s e r v e a l l o f t h e 1 s t J u d i c i a l D i s t r i c t c a s e s . I t i s A D A co m p l i a n t , b u t n o t e a s i l y a c c e s s i b l e f o r t h o s e w i t h d i s a b i l i t i e s , a n d r e q u i r e s u p d a t e s t o be c o m e f u l l y c o m p l i a n t w i t h n e w A D A l a w s . F o r e x a m p l e , a p e r s o n u s i n g a w h e e l c h a i r ne e d s t o e n t e r t h r o u g h a b a c k , s i d e d o o r t o a c c e s s t h e i n t e r v i e w r o o m s . T o a c c e s s t h e pl a y r o o m , t h e y w o u l d n e e d t o r e t u r n o u t s i d e a n d u s e t h e r a m p t o e n t e r t h r o u g h t h e m a i n do o r , s i n c e i t i s a s p l i t - l e v e l b u i l d i n g w i t h o u t a n e l e v a t o r . I t d o e s n o t h a v e a m e d i c a l ex a m i n a t i o n r o o m , a n d 1 s t J u d i c i a l D i s t r i c t c l i e n t s c u r r e n t l y g o t o t h e L a k e w o o d s i t e f o r me d i c a l e x a m i n a t i o n s . R a l s t o n H o u s e r e c e n t l y c l o s e d t h e L a k e w o o d s i t e a n d i s i n t h e pr o c e s s o f s e l l i n g t h e p r o p e r t y . Af t e r d i s c u s s i n g t h e a b o v e l i m i t a t i o n s w i t h t h e C i t y o f A r v a d a , w h o l e a s e s R a l s t o n Ho u s e i t s s i t e i n A r v a d a , t h e C i t y o f A r v a d a g e n e r o u s l y o f f e r e d t o l e a s e R a l s t o n H o u s e a 1 0 , 0 0 0 s q f t b u i l d i n g t h a t w a s b e i n g u s e d b y t h e A r v a d a F o o d B a n k , b u t i s n o w va c a n t . T h e C i t y o f A r v a d a w i l l h o n o r t h e $ 1 0 / ye a r l e a s e R a l s t o n H o u s e c u r r e n t l y h a s an d t h e b u i l d i n g w i l l b e m a i n t a i n e d i n s i d e a n d o u t b y t h e C i t y o f A r v a d a a s a n i n - k i n d se r v i c e , i n c l u d i n g c l e a n i n g , u t i l i t i e s , b u i l d i n g m a i n t e n a n c e a n d l a n d s c a p i n g . T h e bu i l d i n g i s s t r u c t u r a l l y s o u n d a n d o n l y i n te r i o r r e n o v a t i o n s w i l l b e n e e d e d , a t a n es t i m a t e d c o s t o f a p p r o x i m a t e l y $ 1 , 3 0 0 , 0 0 0 t o R a l s t o n H o u s e . 6 Wh a t t h e N e w L o c a t i o n W i l l O f f e r : Ɣ 1 0 , 0 0 0 s q f t o f s p a c e Ɣ A l l s e r v i c e s l o c a t e d o n o n e l e v e l a n d f u l l y A D A a c c e s s i b l e Ɣ 4 f o r e n s i c i n t e r v i e w i n g ‘ p o d s ’ t h a t w i l l e a c h h a v e a p l a y r o o m , a p a r e n t m e e t i n g ro o m , a f o r e n s i c i n t e r v i e w i n g r o o m , a n d a n o b s e r v a t i o n r o o m f o r i n v e s t i g a t o r s t o ob s e r v e t h e i n t e r v i e w . T h e s e p o d s a l l o w f u l l p r i v a c y f o r f a m i l i e s u s i n g o u r se r v i c e s . Ɣ 1 m e d i c a l e x a m r o o m t o c o n d u c t p e d i a t r i c f o r e n s i c m e d i c a l e x a m s . Ɣ 7 s t a f f o f f i c e s t h a t w i l l a c c o m m o d a t e u p t o f o u r t e e n s t a f f m e m b e r s Ɣ 1 s t a f f m e e t i n g r o o m Ɣ 1 l a r g e c o n f e r e n c e r o o m w h e r e R a l s t o n H o u s e c a n h o s t M u l t i d i s c i p l i n a r y T e a m (M D T ) t r a i n i n g s a n d m o n t h l y 1 s t J u d i c i a l D i s t r i c t c a s e r e v i e w s . Ɣ A l a r g e p a r k i n g l o t t h a t w i l l a c c o m m o d a t e a l l c l i e n t s , s t a f f a n d M D T m e m b e r s . Th e n e w s p a c e i s d o u b l e t h e s i z e o f t h e c u r r e n t t w o s i t e s c o m b i n e d a n d w i l l b e a b l e t o ac c o m m o d a t e a l l c a s e s f r o m t h e 1 s t J u d i c i a l D i s t r i c t , a s w e l l a s i m p r o v e A D A ac c e s s i b i l i t y , p a r k i n g , s p a c e s f o r s t a f f a n d M u l t i d i s c i p l i n a r y T e a m ( M D T ) p a r t n e r s in c l u d i n g l a w e n f o r c e m e n t , D i s t r i c t A t t o r n e y s o f f i c e s , s c h o o l s , t h e r a p i s t s , a n d c h i l d pr o t e c t i v e s e r v i c e s ; a s w e l l a s t r a i n i n g a n d m e e t i n g s p a c e f o r t h e s e p a r t n e r s . A n i n i t i a l de s i g n h a s b e e n d e v e l o p e d b y a n a r c h i t e c t u r a l f i r m a n d w i l l i n c l u d e f o u r i n t e r v i e w p o d s , ea c h t h a t i n c l u d e a n i n t e r v i e w r o o m a n d a n o b s e r v a t i o n r o o m f o r t h e M D T i n v e s t i g a t i v e pa r t n e r s ( l a w e n f o r c e m e n t i n c l u d i n g d i s t r i c t a t t o r n e y s o f f i c e s a n d c h i l d p r o t e c t i v e se r v i c e s ) t o o b s e r v e f o r e n s i c i n t e r v i e w s , c o n d u c t e d b y R a l s t o n H o u s e ’ s h i g h l y - t r a i n e d fo r e n s i c i n t e r v i e w e r s , o f c h i l d r e n w h o h a v e b e e n s e x u a l l y o r p h y s i c a l l y a b u s e d o r h a v e wi t n e s s e d a c r i m e , s u c h a s d o m e s t i c v i o l e n c e o r h o m i c i d e . E a c h p o d a l s o i n c l u d e s a wa i t i n g r o o m f o r p a r e n t s t o m e e t w i t h a v i c t i m a d v o c a t e t o l e a r n a b o u t r e s o u r c e s a n d ne x t s t e p s a n d a p l a y r o o m t h a t g i v e s a s p a c e t h a t a l l o w s t h e c h i l d r e n t o f e e l co m f o r t a b l e a n d r e g u l a t e t h e i r n e r v o u s s y s t em b e f o r e a n d a f t e r t h e i r i n t e r v i e w . Ad d i t i o n a l l y , t h e r e w i l l b e a m e d i c a l e x a m r o o m i n w h i c h t h e C h i l d A b u s e P e d i a t r i c i a n ca n c o n d u c t p e d i a t r i c f o r e n s i c m e d i c a l e x a m s . T h e s e s e p a r a t e p o d s a l l o w f o r f o u r fo r e n s i c i n t e r v i e w s t o o c c u r c o n c u r r e n t l y a n d f o r e a c h o f t h e f a m i l i e s t o h a v e f u l l p r i v a c y du r i n g t h e i n t e r v i e w p r o c e s s . T h e p o d s w i l l b e s o u n d - p r o o f e d , g i v i n g v i c t i m s p r i v a c y wh i l e t h e y a r e g i v e n t h e c h a n c e t o t e l l t h e i r s t o r y . Th e n e w s i t e w i l l a l s o i n c l u d e 7 o f f i c e s a n d a m e e t i n g r o o m f o r s t a f f . C u r r e n t l y , t h e r e ar e n o t e n o u g h o f f i c e s p a c e s b e t w e e n t h e t w o s i t e s f o r s t a f f a n d t h e r e i s n o t a m e e t i n g ro o m l a r g e e n o u g h t o a c c o m m o d a t e a l l s t a f f a t a n y o f o u r s i t e s . T h e r e w i l l a l s o b e a la r g e c o n f e r e n c e r o o m / t r a i n i n g f a c i l i t y w i t h s p a c e f o r u p t o 1 0 0 p e o p l e . T h i s w i l l a l s o do u b l e a s a n e v e n t s p a c e . R a l s t o n H o u s e h o s t s 6 t r a i n i n g s p e r y e a r f o r M D T m e m b e r s . Ca s e R e v i e w s w i l l b e h o s t e d a t t h e n e w f a c i l i t y a n d a r e o f f e r e d o n c e p e r m o n t h i n t h e 1s t J u d i c i a l D i s t r i c t a n d o n c e p e r m o n t h i n t h e 1 7 t h J u d i c i a l D i s t r i c t . T h e r e i s a l s o a n op p o r t u n i t y t o r e n t o u t t h e m e e t i n g s p a c e t o c o m m u n i t y p a r t n e r s a s w e l l . Memorandum TO: Mayor and City Council THROUGH: Karen O’Donnell, Parks and Recreation Director FROM: Brandon Altenburg, Deputy Director of Parks and Recreation DATE: August 3, 2026 SUBJECT: Wheat Ridge Historical Society Full-Time Position and 2027 Budget Request ISSUE: The Wheat Ridge Historical Society is respectfully requesting that the City consider funding a paid professional with training in museum science to oversee and manage the City’s historical buildings in the Historical Park and the Baugh property and the collections housed within them. Parks and Recreation staff recommend that, should this position request be considered, the position includes oversight of cultural programs and events and the public art program in addition to overseeing historical properties and programs. Additionally, the Historical Society has typically submitted, and been approved for, an annual allocation/reimbursement amount from the Parks and Recreation Department budget to support their operating expenses. PRIOR ACTION: City Council has taken no prior action on this issue beyond approving the annual city budget that has included funds for the Historical Society. FINANCIAL IMPACT: Human Resources worked with Graves Consulting to estimate the cost of the position request (including benefits and payroll taxes) at $89,780 in the first year and likely increasing annually. The Historical Society’s operating budget allocation request for 2027 is $11,000. The Society’s 2026 approved budget from the City is $10,800. BACKGROUND: The Wheat Ridge Historical Society was founded in 1975 and partners with the City to ATTACHMENT 5 August 3, 2026 Page 2 manage the historic buildings at the Historical Park and Baugh House, house, manage, and display both the Society’s and City’s historical collections, and provide programming and events for the public. The current agreement between the City and the Society is from 2017, and formal agreements exist at least back to 1987. Over the past 1-2 decades, the Parks and Recreation Department has provided funding for part-time staff to serve as Museum Hosts and Tour Guides, funds for the Society’s operating budget, and a liaison from amongst department full-time staff to work with the Society. In recent years, the Society has inquired about the possibility of a dedicated, full-time city employee whose role would be to manage the historic buildings and collections, historical programming, and collaborate with the Society. The Society has prepared the enclosed “Proposal to City Council” providing more details, comparisons, and rationale for this proposal. Parks and Recreation staff are supportive of this proposal, but believe a position that is primarily, but not solely, dedicated to historic buildings and programs would be a more efficient use of public resources. Staff recommend that, should this position be considered, the position also manage cultural events and programs along with the public art program for the City. Separately, the Society has requested, and generally been approved for, annual operating funds from the City. For 2027, the Society is requesting $11,000 in operating funds to assist with managing their collection and promoting and running public events. ACC ACCOUNT NAME/DETAILED DESC 2026 WRHS Request 2026 Approved Budget Spent Funds 2026 Estimate 2027 Request 651 Office Supplie Preservation Material 1,000.00$ 1,000.00$ 26.65$ 973.35$ 1,000.00$ Ink, Paper 200.00$ 200.00$ 98.63$ 101.37$ 200.00$ Miscellaneous office Upkee 100.00$ 100.00$ 16.00$ 84.00$ 300.00$ 654 Photocopying, Printin Society Membership boo 1,000.00$ -$ -$ Updated Brochures / Book 1,000.00$ 1,000.00$ 150.00$ 850.00$ 1,000.00$ Advertisin 4,000.00$ 2,500.00$ 2,300.00$ 200.00$ 2,500.00$ 655 Postage Rental, general postage 300.00$ 300.00$ 46.80$ 253.20$ 300.00$ 660 Operating Supplie Event Supplie 1,000.00$ 1,000.00$ 350.00$ 650.00$ 1,000.00$ Ed. & Program Developmen 1,000.00$ 750.00$ 750.00$ 750.00$ Exhibit Developmen 500.00$ 500.00$ 86.80$ 413.20$ 500.00$ 704 Contract Service Collections Preservation 3,500.00$ 1,000.00$ 427.50$ 472.50$ 1,000.00$ Web Site Upgrades, Maintenance 1,500.00$ -$ Zoom Pro License 200.00$ 200.00$ 200.00$ 200.00$ 728 Training Outreach visits and events 100.00$ -$ -$ Classes for professional training 400.00$ -$ -$ Membs to prof orgs 250.00$ 250.00$ 250.00$ 250.00$ 750 Professional Services Accounting, Tax Reporting 1,500.00$ 1,200.00$ 605.00$ 595.00$ 1,200.00$ 755 Computer Software PastPerfect license 800.00$ 800.00$ 800.00$ 800.00$ 776 Other Equipment/Maintenance Total 18,350.00$ $10,800 $4,107 6,592.62$ 11,000.00$ *1 Marketing plan includes radio ads, KLVZ contract est 182 messages= $2400; CPR contract est 20 messages = $2200, Denver Post purchased ads 3x per 2026 estimate $2000 = $6600 *2 Climate Controlled Storage contract with Public Storage est $130 per mo or per year $1560 : cost of archivist $3000 = $4560 *3 Website contract help to include cost of tutorial sessions $1400 Media Works Wheat Ridge *4 Colorado History: $45, CO Quilt Council $30, ANFRM $50, MPMA $50, CWAM $90, Jeffco Hist. Society $25, AASLH $98 = $388 *5 Traveling Trunk and Outreach History talks for 2023-2024 included trips to schools x 2 Marta Hedde submitted no reciepts. We would like to expand this but need to get more people involved. P R E S E R V IN G W H E A T R ID G E 'S H IS T O R Y A Case for Professional Museum Leadership A proposal to City Council from the Wheat Ridge Historical Society August 3, 2026 A Legacy Cared for by Fewer and Fewer Hands 17 active volunteers, most in their 70s-80s 5% of the collections catalogued to date 7 historic buildings & thousands of artifacts Wheat Ridge's history is being preserved by a dedicated but aging, shrinking, and untrained volunteer corps. Without intervention, the collections, the buildings, and decades of institutional knowledge are at risk. Professional Staff Make Volunteer Programs Work Peer Front Range cities report the same pattern LAFAYETTE With an additional paid staff member now overseeing the volunteer base, the museum responds to public inquiries faster and more reliably than before. Without professional oversight, peer cities reported inconsistent programming, recruiting difficulty, and limited capacity to train volunteers in specialized museum practices. Wheat Ridge's 17 volunteers contribute ~292 hours/month —but with no professional coordination behind them. LITTLETON Having trained staff in charge of operations has enabled us to retain many more volunteers, resulting in increased programming and hours –and greater appreciation from residents. Before and After Professional Staffing In peer cities' own words BEFORE PAID STAFF •LAFAYETTE: Inconsistent hours, unreliable collections care, limited program capacity. •BROOMFIELD: BROOMFIELD: Difficulty maintaining buildings; impossible to keep up with curation. •LITTLETON: Volunteer workload unbalanced; little room to expand outreach. •GOLDEN: Disorganization, limited public access hours. WITH PAID STAFF •LAFAYETTE: More open hours, online collections, better-organized records. •BROOMFIELD: Stronger community and school connections; elevated value of city history. •LOUISVILLE: Extended hours enable more programs and visibility. •GOLDEN: Best practices followed across curation, volunteers, and facilities. New Possibilities: What Museum Professionals Make Possible “History deepens and enhances the work of a city and provides it with a unique identity. Having paid staff dedicated to that purpose multiplies the effect.” —Lafayette Museum Representative Grant Funding Trained staff identify, apply for, and manage grant opportunities that Wheat Ridge currently cannot pursue. Revenue Programs Wheat Ridge's two paid events earn a few hundred dollars —peer cities have built sustained revenue streams. Public Access Cities with paid staff consistently extended open hours and broadened community engagement. Pieces Left Behind: The Work Is Falling Behind Wheat Ridge projects are currently stalled without professional oversight Collections Database 5 years in, only ~5% of artifacts catalogued; the original trained team of three is no longer able to meet regularly. Post Office Archive Thousands of documents and photos sit unprocessed; volunteers have no software training. Donation Moratorium The Society has stopped accepting new donations —there's no capacity to process them and no place to store them. Record-keeping gaps mean WRHS doesn't currently qualify for SCFD funding or many grants. T H E R E QU E S T Fund One Full-Time Museum Professional •Accelerate collections cataloguing in PastPerfect •Stabilize collections preservation techniques •Build a sustainable volunteer recruitment and training pipeline •Pursue grants and revenue programs Wheat Ridge currently cannot access •Create more activities and events appropriate to diverse Wheat Ridge residents •Broaden exhibits and displays to include more recent history, beyond Century-long Story •Bring Wheat Ridge in line with peer-city museum best practices A single trained position will close the gap between dedicated volunteers and modern museum standards. Help Us Piece Together the Future and Carry Wheat Ridge's History Forward Thank you for your time and consideration. Wheat Ridge Historical Society | We welcome your questions Item No. 3 Memorandum TO: Mayor and City Council FROM: Patrick Goff, City Manager DATE: August 3, 2026 SUBJECT: Follow-Up Discussion – Community Polling Results and Potential 2026 Sales Tax Ballot Measure ISSUE: The purpose of this memorandum is to continue the discussion initiated during the July 27, 2026, Study Session regarding the results of the City's second round of community polling and to seek policy direction regarding a potential sales tax ballot measure for the November 2026 election. The July 27 Study Session included a presentation of polling results conducted by Magellan Strategies to evaluate voter priorities, project support, and potential funding approaches for major community investments. In addition, a debt capacity analysis presentation was conducted by Piper Sandler. BACKGROUND: Over the past year, the City has evaluated its long-term capital needs through several planning efforts, including the Facilities Master Plan, Parks and Recreation planning, transportation planning, and ongoing infrastructure assessments. These efforts consistently identified significant capital investments that will be required over the next decade, including: • Replacing aging City Hall, Police, and other city facilities; • Replacing the Anderson Park outdoor pool; • Preserving the Wilmore Davis and Kullerstrand school properties for future community use; • Expanding the city's bicycle and pedestrian network; • Addressing deferred street and infrastructure maintenance. Collectively, these projects exceed the City's existing financial capacity and cannot be accomplished without identifying a dedicated revenue source. Focusing on the most immediate capital needs first requires the following amount of financing: 2026 Polling Results August 3, 2026 Page 2 Project Estimate Cost Other Funding Financing Required Anderson Pool $15 million Potential grants1 $15 million City Hall $125 million $13 million2 $112 million School Properties $4.4 million $4.15 million3 $250,000 Total $144.4 million $17.15 million $127.25 million 1. Staff are seeking grants and donations, but amount is unknown at this time 2. $8M use tax from Lutheran campus development and $5M from sale of city hall site 3. $2M currently budgeted in Open Space budget and potential grants from Jeffco Open Space Polling Summary Magellan Strategies conducted a statistically valid survey of Wheat Ridge voters to evaluate public priorities and the likelihood of voter support for various funding approaches. The survey included approximately 672 likely voters and provides a margin of error of approximately ±3.7 percent. The polling identified several important themes: • Initial support for the proposed 1% dedicated sales and use tax was 64%, with 30% opposed and 6% undecided. • After voters received additional information about the City’s capital needs and proposed investments, support increased to 71%, with 23% opposed and 6% undecided. • Residents continue to place a high priority on maintaining existing infrastructure before investing in new amenities. • Public safety facilities remain one of the strongest-performing capital investments. • Preservation of community assets, including former school properties and parks, received broad support. • Anderson Pool continues to be viewed as an important community amenity. • Bicycle and pedestrian improvements receive stronger support when framed as safety and connectivity investments rather than recreational projects. • Voters expressed greater confidence in a package that clearly identifies specific projects and demonstrates fiscal accountability. The polling also confirmed that project descriptions and overall messaging significantly influence voter support. Financial Considerations Since the July 27 Study Session, staff have continued working with Piper Sandler to refine the City's long-term financing strategy. Rather than evaluating only a single bond issuance, the updated analysis examines a phased financing approach with issuances anticipated in 2027, 2031, and 2036. This approach allows the City to leverage future 2026 Polling Results August 3, 2026 Page 2 revenue growth while using excess sales tax revenues generated above annual debt service requirements to support additional capital investments over time such as bike and pedestrian network improvements and proactive infrastructure maintenance. The updated analysis demonstrates that a dedicated sales and use tax provides significantly greater long-term funding capacity than previously estimated. Under current market assumptions, a 1.0% sales and use tax could support approximately $236 million in total capital funding through Certificates of Participation (COPs) or approximately $210 million through voter-approved sales tax revenue bonds over the ten-year planning period. The analysis also confirms that the City's highest-priority projects, including replacement of City Hall, construction of a new Anderson Park outdoor pool, and preservation of the Wilmore Davis and Kullerstrand school properties, could be financed during the first issuance under the 1.0% and 0.85% sales tax scenarios using Certificates of Participation. Subsequent financings would provide additional capacity for future community investments as sales tax revenues continue to increase. While both financing methods provide substantial capacity, each has important policy considerations. Certificates of Participation provide greater borrowing capacity because they require lower debt service coverage and may be issued without separate voter authorization (the sales tax increase would still require voter approval); however, they require the City to pledge a municipal asset as collateral. As was discussed at the July 27th study session, the new public safety and city services facility could be pledged as collateral even before it is constructed. Certificates of Participation (COPs) are a common financing tool in Colorado. City of Westminster – elected a new sales tax last year, plan to issue multiple tranches of COPs within the next few years (also have used the same strategy in the past) City of Littleton – 2021 elected sales and use tax, 2026 COP issuance City of Golden – existing 3% sales and use tax intended to repay 2025 COP issuance City of Lone Tree – existing 2.5% sales and use tax intended to repay 2024 COP issuance City of Northglenn – existing 2.5% sales and use tax intended to repay 2019 COP issuance City of Arvada – existing 3.46% sales and use tax intended to repay 2016 COP issuance 2026 Polling Results August 3, 2026 Page 2 Sales tax revenue bonds require voter approval but do not require collateral and provide a more traditional financing structure. Because revenue bonds require higher debt service coverage, they result in somewhat lower overall borrowing capacity. Perhaps most importantly, the phased financing strategy creates financial flexibility beyond the initial capital projects. Under each scenario, a portion of the annual sales tax revenue remains available after debt service requirements are met. These excess revenues can be accumulated and reinvested in future capital improvements, allowing the City to continue making investments in transportation, bicycle and pedestrian infrastructure, street maintenance, and other community priorities without returning to voters for additional tax increases. The updated analysis demonstrates that the proposed sales tax is not simply a funding source for several individual projects; it establishes a sustainable, long-term capital financing strategy capable of addressing the City's highest-priority infrastructure needs over the next decade while maintaining flexibility to respond to future community priorities as revenues grow. Why a Phased Financing Strategy? One of the key findings from the City's updated financial analysis is that a phased financing strategy provides significantly greater long-term value than attempting to finance all projects through a single debt issuance. Rather than borrowing the full amount at one time, the City would issue debt in multiple phases as projects are ready to move forward and as sales tax revenues grow. This approach allows the City to maximize its overall capital funding capacity while avoiding the cost of borrowing funds years before they are needed. Under the scenarios evaluated by Piper Sandler, phased issuances are assumed to occur in 2027, 2031, and 2036. During this period, annual sales tax revenues continue to grow while debt service requirements remain within established coverage ratios. The result is that revenues generated above annual debt service requirements can be accumulated and reinvested into future capital projects, increasing the City's total capital funding capacity over time. For example, under the 1.0 percent sales tax scenario utilizing Certificates of Participation, the City could generate approximately $236 million in total capital funding capacity over the ten-year planning period. This includes approximately $201 million in phased borrowing capacity and an additional $35 million in excess revenues available for future capital investments. By comparison, a traditional revenue bond structure would provide approximately $210 million in total capital funding capacity because higher debt service coverage requirements reduce the amount available for borrowing. 2026 Polling Results August 3, 2026 Page 2 The analysis also demonstrates that the City's highest-priority projects, including replacement of City Hall, construction of a new Anderson Park outdoor pool, and preservation of the former school properties, can be funded in the initial 2027 financing under the 1.0 percent and 0.85 percent sales tax scenarios using Certificates of Participation. Additional financings in future years would provide resources for other Council priorities as community needs evolve and revenues increase. A phased financing strategy also reduces financial risk by matching debt issuance with project schedules, limiting interest costs on unspent proceeds, and preserving flexibility to adjust future project timing based on construction costs, economic conditions, and community priorities. This approach reflects sound financial management practices and positions the City to make strategic investments over the next decade while maintaining long-term fiscal sustainability. Recommended Ballot Question Staff recommend that City Council direct staff and the City Attorney to prepare a ballot question based on a 1.0% City sales and use tax increase dedicated exclusively to voter- approved capital improvements. A 1.0% sales and use tax is projected to generate approximately $11.3 million annually and, when paired with a phased financing strategy, could provide approximately $236 million in total capital funding capacity over the next decade through Certificates of Participation. Staff recommends the following ballot language for Council discussion: WITHOUT INCREASING PROPERTY TAXES, SHALL CITY OF WHEAT RIDGE TAXES BE INCREASED BY UP TO $11,300,000 ANNUALLY IN THE FIRST FULL FISCAL YEAR, AND BY WHATEVER ADDITIONAL AMOUNTS ARE RAISED ANNUALLY THEREAFTER, BY INCREASING THE CITY SALES AND USE TAX BY ONE PERCENT (1.0%), WITH ALL REVENUES COLLECTED, RETAINED, AND SPENT AS A VOTER-APPROVED REVENUE 2026 Polling Results August 3, 2026 Page 2 CHANGE UNDER ARTICLE X, SECTION 20 OF THE COLORADO CONSTITUTION, TO BE USED ONLY FOR THE FOLLOWING COMMUNITY INVESTMENTS: • PROACTIVE STREET AND INFRASTRUCTURE MAINTENANCE • BICYCLE AND PEDESTRIAN SAFETY IMPROVEMENTS • PRESERVATION OF COMMUNITY SPACES AT WILMORE DAVIS AND KULLERSTRAND ELEMENTARY SCHOOLS • REPLACEMENT OF ANDERSON PARK OUTDOOR POOL • MODERN POLICE AND CITY SERVICES FACILITIES AND SHALL THE CITY BE AUTHORIZED TO COLLECT, RETAIN, SPEND, PLEDGE, AND INVEST ALL REVENUES DERIVED FROM SUCH TAX, TO ISSUE REVENUE BONDS, CERTIFICATES OF PARTICIPATION, OR OTHER FINANCIAL OBLIGATIONS PAYABLE FROM SUCH REVENUES, AND TO RETAIN ALL EARNINGS THEREON AS A VOTER- APPROVED REVENUE CHANGE NOTWITHSTANDING ANY REVENUE OR EXPENDITURE LIMITATION CONTAINED IN ARTICLE X, SECTION 20 OF THE COLORADO CONSTITUTION OR ANY OTHER LAW? This language is intended to provide voters with a clear understanding of the projects to be funded while giving the City sufficient flexibility to implement a phased financing strategy and deliver projects as they are ready for construction. ATTACHMENT: 1. Piper Sandler Debt Capacity Analysis pipersandler.com |1 City of Wheat Ridge Capital Funding Capacity Analysis July 29, 2026 Robyn Moore MANAGING DIRECTOR (303) 405-0845 robyn.moore@psc.com Andrew Ma ASSISTANT VICE PRESIDENT (303) 405-0852 andrew.ma@psc.com ATTACHMENT 1 pipersandler.com | 2 Overview of Capital Funding Scenarios •Piper Sandler has updated the City’s capital funding capacity by incorporating phased issuances and usage of excess revenues above debt service from 2027-2036. •Phased issuances assumed to occur in 2027, 2031 and 2036. •Excess revenues includes revenue generated from the new tax that is unspent on debt service due to coverage requirements from 2027-2036. •Provided below is a table highlighting capital funding capacity based on each tax rate scenario and financing type (certificates of participation or sales tax revenue bonds). •A new 1.00% sales and use tax used to repay COPs provides the highest capital funding capacity ($236 million) and allows the City to fund its City Hall, Anderson Pool and School Property projects in 2027. Figures assume 3% annual revenue growth; assumes AA- rating; 1.20x coverage ratio on COPs and 1.50x on revenue bonds; interest rates as of July 27, 2026 and subject to change 1.00% S&U Tax 0.85% S&U Tax 0.75% S&U Tax 0.50% S&U Tax Certificates of Participation (COPs) $236,109,886 $194,573,110 $171,511,632 $114,052,431 Sales Tax Revenue Bonds $210,189,627 $178,522,072 $157,454,562 $104,622,591 Capital Funding Capacity by Scenario pipersandler.com | 3 Summary of Capital Funding Capacity – Certificates of Participation •Using COPs, the City has capital funding capacity ranging from $114 to $236 million depending on the amount of the new sales and use tax rate and based on current market conditions. •Assumes the use of phased issuances in 2027, 2031 and 2036. •Using COPs, the 1.00% and 0.85% sales and use tax scenarios allow the City to borrow $127,250,000 in 2027 to fund the City Hall, Anderson Pool and School Property projects. •At +100 bps, only the 1.00% scenario still allows for a full $127,250,000 issuance. •COPs do not require voter authorization but will require collateral to secure the financing. Figures assume 3% annual revenue growth; assumes AA- rating; 1.20x coverage ratio; interest rates as of July 27, 2026 and subject to change 1.00% S&U Tax 0.85% S&U Tax 0.75% S&U Tax 0.50% S&U Tax Total Capital Funding Capacity (2027-2036) at Today's Rates $236,109,886 $194,573,110 $171,511,632 $114,052,431 Total Debt Capacity (Phased Issuances) $201,085,737 $170,779,925 $150,573,255 $100,067,513 Excess Revenue Accrued (2027-2036) $35,024,149 $23,793,185 $20,938,377 $13,984,918 Assumed 2027 Revenue $11,300,000 $9,605,000 $8,475,000 $5,650,000 Total Debt Service $392,175,200 $333,333,275 $294,096,600 $196,047,563 True Interest Cost 4.81% 4.81% 4.81% 4.81% Total Capital Funding Capacity (2027-2036) at Today's Rates + 100 bps $209,174,141 $175,734,089 $154,985,076 $103,058,403 Scenario Analysis - COPs pipersandler.com | 4 Summary of Capital Funding Capacity – Sales Tax Revenue Bonds •Using revenue bonds, the City has capital funding capacity ranging from $104 to $210 million depending on the amount of the new sales and use tax rate and based on current market conditions. •Assumes the use of phased issuances in 2027, 2031 and 2036. •Revenue bonds require more debt service coverage thus reducing the City’s borrowing capacity. •Using revenue bonds, none of the sales and use tax scenarios allow the City to borrow $127,250,000 in 2027 to fund the City Hall, Anderson Pool and School Property projects due to debt service coverage requirements. •Sales tax revenue bonds require voter authorization but will not require collateral to secure the financing. Figures assume 3% annual revenue growth; assumes AA- rating; 1.50x coverage ratio; interest rates as of July 27, 2026 and subject to change 1.00% S&U Tax 0.85% S&U Tax 0.75% S&U Tax 0.50% S&U Tax Total Capital Funding Capacity (2027-2036) at Today's Rates $210,189,627 $178,522,072 $157,454,562 $104,622,591 Total Debt Capacity $161,948,728 $137,509,824 $121,275,060 $80,486,985 Excess Revenue Accrued (2027-2036) $48,240,899 $41,012,248 $36,179,502 $24,135,606 Assumed 2027 Revenue $11,300,000 $9,605,000 $8,475,000 $5,650,000 Total Debt Service $313,723,650 $266,640,238 $235,380,788 $156,794,688 True Interest Cost 4.74% 4.74% 4.74% 4.74% Total Capital Funding Capacity (2027-2036) at Today's Rates + 100 bps $192,314,975 $163,360,187 $144,073,621 $95,750,018 Scenario Analysis - Sales Tax Revenue Bonds pipersandler.com | 5 Sample Cash Flows – 1.00% COP Scenario Year Gross Revenue Series 2027 ($127,250,000) Series 2031 ($46,399,578) Series 2036 ($27,436,159) Annual Debt Service Debt Service Coverage Excess Revenue 2027 $11,300,000 $7,989,850 $7,989,850 1.41x $3,310,150 2028 $11,639,000 $7,988,850 $7,988,850 1.46x $3,650,150 2029 $11,988,170 $7,988,600 $7,988,600 1.50x $3,999,570 2030 $12,347,815 $7,988,850 $7,988,850 1.55x $4,358,965 2031 $12,718,250 $7,989,350 $7,989,350 1.59x $4,728,900 2032 $13,099,797 $7,989,850 $2,925,538 $10,915,388 1.20x $2,184,410 2033 $13,492,791 $7,990,100 $2,924,038 $10,914,138 1.24x $2,578,653 2034 $13,897,575 $7,989,850 $2,926,038 $10,915,888 1.27x $2,981,687 2035 $14,314,502 $7,988,850 $2,926,288 $10,915,138 1.31x $3,399,364 2036 $14,743,937 $7,986,850 $2,924,788 $10,911,638 1.35x $3,832,299 2037 $15,186,255 $7,988,600 $2,926,538 $1,738,388 $12,653,525 1.20x $2,532,730 2038 $15,641,843 $7,988,600 $2,926,288 $1,739,638 $12,654,525 1.24x $2,987,318 2039 $16,111,098 $7,986,600 $2,924,038 $1,734,888 $12,645,525 1.27x $3,465,573 2040 $16,594,431 $7,987,350 $2,924,788 $1,739,388 $12,651,525 1.31x $3,942,906 2041 $17,092,264 $7,990,350 $2,923,288 $1,737,638 $12,651,275 1.35x $4,440,989 2042 $17,605,032 $7,990,100 $2,924,538 $1,734,888 $12,649,525 1.39x $4,955,507 2043 $18,133,183 $7,991,350 $2,923,288 $1,736,138 $12,650,775 1.43x $5,482,408 2044 $18,677,178 $7,988,600 $2,924,538 $1,736,138 $12,649,275 1.48x $6,027,903 2045 $19,237,494 $7,991,600 $2,923,038 $1,739,888 $12,654,525 1.52x $6,582,969 2046 $19,814,618 $7,989,600 $2,923,788 $1,737,138 $12,650,525 1.57x $7,164,093 2047 $20,409,057 $7,987,350 $2,926,538 $1,738,138 $12,652,025 1.61x $7,757,032 20-Year Cash Flow Projection Excess Revenue 2027-2036: $35,024,149 Figures assume 3% annual revenue growth; assumes AA- rating; interest rates as of July 27, 2026 and subject to change pipersandler.com | 6 Disclosure Piper Sandler is providing the information contained herein for discussion purposes only in anticipation of being engaged to serve as underwriter or placement agent on a future transaction and not as a financial advisor or municipal advisor. 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