WEP 990 2004 581518182_200406_990
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Transcript of WEP 990 2004 581518182_200406_990
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8/9/2019 WEP 990 2004 581518182_200406_990
1/30
WE>
Form
990 OMBNo 1545- 004
'
Returnof
Oganzation
ExemtFrom
Incom Tax
2003
Under sect i on
501(c),
527,
or 4947(a)(1)
of
the I nternal
Revenue
Code(except black l ung
Depart ment of
t h e
Treasury
benef i t
trust or
pri vate
f oundati on)
Open t o Publ i c
I n t e r n a l Revenue Ser vi ce 1 The
o r g a n i z a t i o n
ma have
t o
use
a
co
o f
t h i s
r e t u r n t o s a t e s s t a t e
r e
p
o r t i n
g
r r e
q
ui r ements
I nspecti on
A Forthe2003cal endar ear, or tax ear begi nni ng 70103 andendi n
63004
B Check i f a p pl i c a bl e
Pl ease
C Name o f o r g an i z a t i o n D Emp oyer I D
number
Address
change
use I RS
58-151818
l abel
or
Name
change p r i n t
or
WKE
EDUCATONPARTNERSHP
E Tel ephonenumber
I n i t i a l r e t u r n
type
Number
and
s t r e e t
( o r
P O
box i f
ma i l
i s
n o t d el i v er e d t o s t r e e t
address) Room sui te
9198217
609
F i n a l r e t ur n
See
706
HLLSBOROUGHSTREET
7
F Accounti ng
method
a
Amended
r e t u r n Specif i c
I nstruc-
C i t y
o r t o wn , s t a t e o r c o un t r y ,
and
ZI P
+
4
~ccrual
11
Ot her ( s p e c i f y
A pp l i c a t i o n
pendi ng i on,
RALEGH
NC
27603
t
Secti on 5 0 1 ( c ) ( 3 ) organiz ati ons and
4947( a)( 1)
nonexempt
chari tabl e
Hand
I
a r e n o t a p pl i c a bl e t o s e c t i o n 527 o r g a n i z a t i o n s
trusts
must
attach a
compl et ed
Schedul e A(Form 990 or 990- EZ)
.
H( a)
I s t h i s
a
group
r e t u r n
f o r
f f i l i t e s
F]
Yes
I d - I
G Wbsi te
1
WKEEDPARTNERSH
P
ORG
H( b)
I f Yes' enter
number o f f f i l i t e s 1
J
Or gani zati on
type H( c)
Are a l l a f f i l i a t e s
i ncl uded ~es
F1
checkonl yone
1X
501 c
3
s
i nsert
no 4947
,
) ( 1 )
o r
527 f i t
^No, ^ a t t
a i s t See
n s t r
)
K
Check
her e
1
1-1
i f the organi zati on' s
gross r ecei pts ar e normal l y not more
t han
$25, 000
H( d)
I s
t h i s
a
separate
r e t u r n
f i l e d by an
The organi zati on need not f i l e a
return
wi th
t he
I RS
but i f
t he or gani zati on r ecei ved a
o r g a n i z a t i o n
covered
b a g r o u p
r u l i n
g
?
1-1
Yes
X
Form990 Package n t he mad,
i t
shoul d f i l e a
return
wi thout
f i n a n c i a l data
.
Some states
I
Goup Exempt i o n Number 1
r e quir e a compl e t e return
.
M
Check
1
f
t he or gani zati on
i s
not
r equir ed
L
Gross
r ecei
p
t s
Add
l i nes
6b, Sb, 9b,
and 10b t o l i n e 12 t 1 , 455, 409 t o attach Sch B
Form
990, 990-EZ, or 990-PF
Part Revenue
Exp
enses and
Changes i n Net Assetsor FundBaances
See
page 18
of
the
i nstructi ons .
1 Contr i buti ons, g i f t s , grants, and sim l ar amounts r ecei ved :
a
Di r ect
publi c
suppor t 1a
894519
b I ndi rect
publ i c
suppor t 1b
c
Government
contr i buti ons
(grants) 1c
d
Total
( add
l i n e s
1a t hrough
1c)
( cash
894519
noncash
)
1d
894
51
2
Programser vi ce
revenue
i ncl udi ng government
f ees and contracts
( f r o m
Part V I I , l i n e 93) 2 87
814
LLj 3
Membership dues
and
assessments
3
4 I nterest on
savi ngs
andt emporar y cash
i nvest ment s
4
21
, 002
L J I
5 Di vi dends and i nterest
f r o m
secur i ti es 5
J
6a Gross r ents 6a
b Less
.
r e n t a l expenses l i b
t c Net rental i ncome o r (l oss)
(subtract
l i n e l i b f r o m l i n e 6a) 6c
7
Ot her
i nvest ment
i ncome
( descri be 1
7
a Gross amount f r o m
sal es
of assets
other (
A
S e c u r i t i e s
(
B
Ot her
than i nventor y 384 531 8a
n
u
b Less cost or other basi s and sal es expenses
389
721 8b
1 , 075
e c Gamor
( l o s s )
( attach schedul e)
-5
, 190
8c
-1,
075
^ l i n e
8c,
col umns
(A)
and ( B ) )
SEE
STMT1
SEE
STMT2
8d -6
26
9
~~y AAErwactiviti
( attach
schedul e) .
I f
any
amount
i s
from
gamng,
check her e
[
Gross
rev
nue
( nof i n
I I R
i g
o f
C f )
FfBbutogf
renoi y
i
i e
1a)
ga
61645
ess
:
d i r e c t
expentes
t han
f undr ai si ng
expenses 9bL
9G penal
events (subtract
l i n e
9b
f r o m
l i n e
9a)
9c 61
, 64
10a
0GD6E4 bj T
o r y ,
I ~ss returns and al l owances 10a
10c
5898
1, 064, 613
1, 265, 902
55442
161454
1482798
-418185
1147001
45846
774 662
Form
990 ( 200
A
18 Excess or (def i cit )
for
the
year
(subt ract
l i ne
17
from i ne
12)
NS
19
Net assets or f und balances at begi nni ngof
year
froml i ne 73,
col umn ( A ) )
t e
t
20
Oher
changes n
net assets or f und
balances
(attach expl anati on)
SEESTMT3
S
21 Net
assets
or f und
balances at end
of
ear combine l i nes
18, 19,
and20
For
Paperwork
Reducti onAct
Noti ce,
seetheseparate i nstructi ons
DAA
19
c Gross
p r o f i t
or
(l oss)
f r o m
sal es of i nvent ory
( attach
schedul e)
(subtract
l i n e
10b
f r o m
l i n e
10a)
11
Ot her revenue
( f rom
Part V I I , l i n e 103)
12
Total
revenue
add
l i nes
1 d , 2 , 3 4,
5, 6c,
7 8 d,
9c,
10c, and 11
E
13
Program
ser vi ces ( f rom
l i n e
44,
col umn ( B ) )
X
P
14
Management and gener al ( f rom l i n e
44,
col umn (C))
e 15 Fundr ai si ng ( f rom l i n e
44,
col umn (D))
n
S 16 Payments o a f f i l i a t e s ( attach schedul e)
e
12
13
14
15
16
17
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8/9/2019 WEP 990 2004 581518182_200406_990
2/30
Form90
2 0 0 3 )
WAKE
EDUCATION
PARTNERSHP
58-1518182
Page
Part
I f
Statement of
A l l
organi zati ons must compl et e col umn
(A)
Co umns
B ) ,
C ) ,
and (D) are requi red for secti on 501(c) (3) and (4) organi zati ons
Funct i onal
Ex
enses and
s e c t i o n 4947 a
1) nonexempt c h ar i t a b l e
t r u s t s b u t o p t i o n a l
f o r others
See p
a g
e 22
of t h e
i n s t r u c t i o n s
Donot i ncl ude amunts
reported
on l i ne
B) Program C) Management
sb 8b
9b 10b O
16
of Part I .
I A1 Total
services and general
(D) Fundrai si ng
22 Grants and
al l ocat i ons
(attach schedul e)
STM4
non-
cash
229040
cash
22
229
040 229 040
23
Speci f i c
assi st ance t o i ndivi dual s 23
`
24 Benef i ts pai d t o or f o r members
24
25
Compensat i on o f o f f i c e r s , d i r e c t o r s ,
et c
.
25
95
201
76
1
161 r
3
808
15,
232
26
Other
s a l a r i e s
andwages
26
464 620 379 716 21, 362 63 542
27 Pensi on
p l a n
c o nt r i b u t i o ns
27
28 Other empl oyee
b en ef i t s
28
52 , 803 42
,
998 2 376 7 429
29
P a y r o l l
taxes
29 41 ,
604
33 878 1 872 5 854
30 P r o f e s s i o n al
f u nd r a i s i n g f e es
30
31
Accounti ng tees
31
12
,
470 12
,
470
32 Legal
f e es
32
33
suppl i es 33
9866 7 522 1 176 1 168
3a
Tel ephone 3a
9
, 365
6
962 511
1
892
35
Postage and
shi ppi ng 35
9, 874 5 546 185 4 , 143
36
Occupancy 36
63 205 48 487 3 537 11 , 181
37
Equi pment r e n t al
and
mai nt enance
37
12,
973
6
169
5
388
1 ,
416
38 P r i n t i n g
and
p ub l i c a t i o ns 3s
65, 486 47 365 330 17 , 791
39 T r a v el 39
7,
688
5
960 116
1 , 612
40
Conf erences,
conventi ons,
and
meeti ngs
40
68,
618
62
f
748
83
5
787
a1
i n t e r e s t
a1
2
524
1
460 729 335
42
De pr e c i a t i o n,
d ep l e t i o n, et c .
a t t a c h
schedul e) 42
22, 645 17 384 1 , 270 3 , 991
43 Other expenses n o t cover ed above i t e m z e) a 43a
n SEE
STATEMENT 5
a3b
314,816 282,036 12,699 20,081
43c
d
Grants and a l l o ca t i o ns 229
040
1
,
265 902
b
Grants
and al l ocati ons
c
Grants and al l ocati ons
d
Grants and al l ocati ons
e Other
p r o g
ram
servi ces
attach schedul e Gr ant s and al l ocati ons
f
Total
of ProgramServi ce Expenses (shoul d
equal
l i n e 44, co umn B ) , Programservi ces)
1 1 265902
DAA
Form990 2003
e 1
448
44 Total
f uncti onal
expenses (add l i n e s 22 - 43) Organi zati ons
com
p
e t i n
gco umns
B-D,car r y
these
total s t o l i n e s l 3-15
44
1 ,
482
,
798
1
265
902
1
55, 442
161
,
454
J oi nt Costs . Check 1 f you
are
fo l l ow ng SOP98-2 .
Are any
point costs from
a
combi ned
educational
campai gn
and
undrai si ng s ol i c i tat ion reported
mB)
Programservices?
1
es
X~
No
I f Yes, enter i ) the aggregate amount of these
p o i n t
costs , i i ) the amount all ocated
t o
Programservices ,
i i i ) the amount all ocated t o Management and general , and i v ) the
amount all ocated
t o
Fundrai si ng
Rardi l Statemnt
of
Prog
ram
Servi ce
Accom
p
i shments See
p
a
ge
25of
the
i nstructi ons .
What s
the
organizati on' s
pri mary exempt purpose?
ProgramServi ce
1 MROVEWKE
COUNTY
PUBLIC
SCHOOLS
Expenses
( Requi red
f o r 5 0 1 c ) 3 )
&
A l l organi zati ons must descri be t h e i r exempt purpose achi evements i n a
cl ear
and conci se manner . State
the
number a)
orgs,
a asa7(a)(1)
of
cli ents
served,
publ i cati ons i ssued,
et c .
D scuss
achi evements that
are not measurab e (Secti on 501(c)(3)
and
4)
t r u s t s ,
b u t o pt i o na l f o r
or g
ani zati ons
and4947 a ) 1 ) nonexem
p chari tabl e trusts
must
al so enter
the
amount of r ants and al l ocati ons
t o
others others
a THE
PURPOSEIS TOFACLTATE NNOVATONANDSUPPORT
EDUCATON
MROVEMNTINWKE
COUNTY
-
8/9/2019 WEP 990 2004 581518182_200406_990
3/30
W
EP
Form99 ( 2003) WKEEDUCATON
PARTNERSHP
581518182
Page
Part
I V Balance
Sheets
(See page25of the
i nstructi ons
.
Note
Were
requi red,
att ached
schedul es
and
amounts w thi n
the
descri pt i on
(A) (B)
col umn shoul d be
f o r
end-of-
y
ear amounts onl y Be i nnin
of
ear End
of
ear
45
Cash- non-i nterest- bear i ng
28
022 45
13
68
46
Savi ngs and
t empor ar y
cash
i nvest ments
73 978 46
27
,
33
47a
Accounts
recei vabl e 47a .
b
Less
. al l owance
f o r
doubtf ul
accounts 47b 47c
48a Pl edges r ecei vable
48a 125 , 238
b Less al l owance
f o r
doubtf ul
accounts
48b 473 531 48c 125 ,23
49 Gr ants recei vabl e
49
5 Recei vabl es f r omo f f i c e r s ,
dir ectors,
tr ustees,
and key emloyees
A
(attach schedul e)
5
s 51a
Other
notes
and
l oans
r ecei vabl e (attach
s schedul e)
51a
e b
Less
:
al l owance
f o r
doubtf ul
accounts
51b 51c
t
52
I nventori es f or sal e or use 52
s 53
Pr epai d expenses and def err ed char ges
5,
267
53
54 I nvestmnts-securi t i es SEE
STMT
6
1~ost
X~
Fnnv 565 ,24054
649
98
55a I nvestmnts- l and,
buil di ngs,
and
equi pment-
basi s
55a
b Less :
accumul at ed
depreci ati on (attach
schedul e) 55b 55c
56 I nvestments- other (attach schedule) 56
57a Land, bui l dings, and equi pment : basi s 57a 165
,
684
b Less :
accumul at ed
depreci ati on (attach
schedul e) 57b 139
703
49 708 57c 2598
5s
other assets (descr i be t SEE
STMP
7
~
52
,
048
58 43
94
59
Total assets add
l i n e s
45throu
g
h 58 must equal
l i n e
74
1247794
59
886 16
6
Accounts
payabl e
and accrued expenses
50 793
60
71
50
61
Gr ants payabl e 61
a
62 Def err ed r evenue 62
63
Loans
fromo f f i c e r s , d i r e c t o r s ,
tr ustees,
and key
emloyees
(attach
i
schedul e) 63
i
64a
Tax-exemt
bond l i a b i l i t i e s ( attach
schedul e)
64a
b Mortgages andother notes
payabl e
(attach schedul e)
SEE
WORKSHEET
5000064b
40 00
65 Other i a b i l i t i e s (descri be 1 65
s
66 Total l i a b i l i t i e s add l i n e s 60through 65
100
793
66
111 50
Organi zati ons that f ol l owSFAS117,
check
here1 nd compl ete
l i nes
67 t hrough 69and l i n e s 73 and 74
unrestr i cted
266 347
67
-87, 10
e u
68
Temporar i l y
r e s t r i c t e d
290 757
68
277
,
36
to
69 Per manentl y r e s t r i c t e d 589 897 69
584 39
q
Organi zati ons
that do
not f ol l ow
SFAS
117, check
here
1~
nd
s B compl ete l i nes 70t hrough 74
s a
7 Capi tal
stock,
t r u s t pr i n ci p a l , or current f unds 70
1
71 Pai d-i n or capit al
surpl us,
or
l and,
b u i l d i n g , and equipment f und 71
to
s n
72 Retai ned
earni ngs, endowment
accumul ated i ncome, or
other f unds 72
c
73
Total net assets
or
fundbal ances
(add
l i nes 67
t hrough
69
or l i n e s
e 70 t hrough
72,
rs
col umn
(A)
must equal
l i n e
19,
col umn
(B)
must equal l i n e 21)
1
147
00
1
73
774 66
74 Total
l i a b i l i t i e s
and net assets
/
fundbal ances ( add f i n e s 66and 73) f 1 247, 7941 74 ~ 886,16
Form
99
i s avai l abl e f or publ i c
i nspecti on and,
fo r
some peopl e, ser ves as t he pr i mary or sole source of i nfor mati on about a
part i cul ar
organi zati on How
he publ i c
per cei ves an organi zati on msuch cases may
bedetermned
by
the
i nf ormati on presented
on i t s
return
Theref ore, please makesure t he
return i s
compl et e and accurate and
u l l y
descri bes, i n Part
I I I ,
the organi zati on s
programand
accompl i shment s
DAA
-
8/9/2019 WEP 990 2004 581518182_200406_990
4/30
W
P
Form
990
2003
WAKE
EDUCATION
PARTNERSHP
58 1518182
Pag
e
Part I V- A Reconci l i at i on of
Revenue
per
Audi ted
Part I V-B Reconci l i at i on of Expenses per
Audi ted
Fi nanci al Statements w t h
Revenue
per Fi nanci al Statements w th Expensesper
Return Seepage
27
of the i nst ruct i ons
Return
a
Total
revenue,
gai ns, andother
support
a Total expenses and
l osses
per
per audi t ed
f i n a n c i a l
st atements 1 a
1
112
519
audi t ed
f i n a n c i a l
st atements 1 a
1
,
484 85
b Amounts i ncl uded on l i n e
a
but not on b Amounts i ncl uded on l i n e abut
not
l i n e
12,
Form990 A on l i n e
17,
Form990
( 1 ) Net unreal i zed gai ns on ( 1 ) Donated services and use
i nvest ments 30 , 636 of f a c i l i t i e s
17, 270
( 2 )
Donated
services
and use
( 2 )
Pri or
year adj ust ments
of
f a c i l i t i e s
17
, 270 reported on l i n e 20,
-152103)
Recoveri es
o f p r i o r
Form990
year
grants a
( 3 )
Losses reported on l i n e
20,
( 4 ) Other (speci fy) . Form990
( 4 ) Other (specif y)
°
Add
amounts
on
l i nes ( 1 )
t hrough
( 4 ) 1
b 47,
906
Add amountson
l i n e s ( 1 ) t hrough ( 4 ) 1
b
2,
06
c
L i n e
a
m nus l i n e
b 1 c 1,
064
1
613
c
L i n e
a
mnus l i n e
b 1 c
1, 482,
79
d Amounts i ncl uded on l i n e
1 2,
d Amounts i ncl uded on
l i n e
17,
Form990
but not
on l i n e a
:
; ~ Form990 but not on l i n e a
:
( 1 ) I nvest ment expenses ( 1 ) I nvest ment expenses
not i ncl uded on l i n e not
i ncl uded
on l i n e - ?
6b, Form
990
6b, Form
990 E
( 2 )
Ot her (speci fy)
: ( 2 )
Ot her ( speci f y)
.
} x
~
r
Add amounts on l i n e s ( 1 ) and ( 2 ) 1 d Add amounts on l i n e s ( 1 ) and ( 2 ) 1 d
e Total revenue per l i n e
12,
Form990 e Total
expenses
per l i n e 1 7 , Form990
l i n e c p us l i n e d 1 e
1
064 613
l i n e c
p
us l i n e d 1 e
1
, 482, 79
PartV Li st
of Offi cers
D rectors Trustees and Key
Employees ( L i s t
each
one even
i f not
compensated; see
page
27 of
the i nstr ucti ons
(B )
T i t l e
andaverage
I
(C)
Compensat i on
I
(D) Contnb
t o
I
(E )
Expense
(A) Name
and address
hours per
week
devoted
t o
I f not paid, enter
empl oyee
l eferred
account
andother
posi t i on
- 0- . compensati on
al l owances
SEE STATEMENT 8
75 D d any
o f f i c e r ,
d i r e c t o r , trustee, or keyemployee recei ve aggregate compensat i on of more
t han
$100, 000
f romyour
organiz ati on and a l l rel ated
organi zati ons,
of whi ch moret han $10, 000 was provi ded by
the
rel ated organi zati ons 1
~
es o
I f
Yes, att ach schedul e- see
page
28of
the
i nstr ucti ons .
Form990 200
DAA
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8/9/2019 WEP 990 2004 581518182_200406_990
5/30
DAA
WEP
dorm99b 2003
WKEEDUCATONPARTNERSHP 581518182
Page
Part VI Oher I nformati on See page 28of the
i nstructi ons .
Yes N
76 D d the
organizati on
engage
n
any a ct i v i t y not previousl y report ed t o t he I RS
I f Yes,
attach a
detai l ed descri pti on
of
each a ct i v i t y
76
X
77 Wreanychanges made n t he
organizi ng or
gover ni ng documents but not
reported to
t he I RS 77
X
I f Yes, att ach aconformedcopy of t he changes .
78a D d the organizati on haveunrel ated
busi ness
gross i ncome
of
$1, 000 or moredur i ng the year covered by t h i s return? 78a
X
b
I f
Yes
;
has
i t
f i l e d a
tax
return on Form990-T f o r t h i s year? 78b
79 Ws her e a l i q u i d a t i o n , di ssol uti on,
term nati on,
or
substanti al contr acti on
dur i ng
t he
year?
I f Yes,
attach a
st at ement 79
X
80a
I s
the organizat i on
rel ated
(other t han
by
associ ati on
w t h
a
st atewi de or
nati onwi de
organizati on)
t hrough common
membershi p, gover ni ng bodi es, tr ustees,
o f f i c e r s ,
etc .
t o
any other exempt
or
nonexempt
organi zati on?
80a
X
b I f Yes, enter the name
of
the organizati on
1
WKE
CO
BOARD
OF
EDUCATON
WKE
C
and check whether
d
i s xempt or
11
nonexempt
81a Enter di rect and i ndi rect p o l i t i c a l expendi tur es . See l i n e 81 i nstr ucti ons 81a
b
D d t he
organizat i on f i l e Form1120-POL or t h i s year? NA81b
82a
D d t he
organizat i on
r ecei ve
donated
servi ces
or t he use of materi als, equi pment, or
f a c i l i t i e s
at no charge
or at substanti al l y l ess t han
f a i r
r e n t a l
val ues
82a
X
b I f
Yes,
you
may
i ndi cate the val ue
of
t hese i t ems
her e
. Do not i nclude
t h i s
amount as
r ~
evenue i n Part I or as an expense i n Part I I . (See i nstr ucti ons i n Part I I I . )
SEE
STMT
9
82b
17 270
83a D d
t he
organizat i on compl y wi th t he publ i c i nspecti on
r equi r ement s f o r
returns and exempti on appli cati ons? 83a
X
b D d
t he
organizat i on compl y wi th t he di scl osure r equi r ement s relati ng t o qui d pro quocontr i buti ons? 83b
X
84a D d
t he
organizat i on s o l i c i t any contri buti ons or g i f t s that
werenot tax
deducti bl e? 84a
X
b
I f
Yes,
di d
t he organizati on
i nclude
wi t h
ever y
s o l i c i t a t i o n an express
st at ement that
such
contri buti ons
or g i f t s
werenot tax deducti bl e?
NA
84b
'
85 501(c) (4), 5 ) ,
or
(6 )
organi zati ons a
Wre substanti all y
a l l
dues
nondeduct i bl e
by
members?
NA
85a
b
D d t he organizat i on make onl y i n-house l obbyi ng
expendi t ures
of $2, 000 or l ess?
NA
85b
I f Yes
was
answered
t o
ei ther
85a or
85b,
do not compl ete 85c t hrough 85h bel owunl ess
t he
organizat i on
r ecei ved a wai ver f o r proxy tax owed f o r
the
pri or year .
c Dues,
assessment s,
and s i m l a r amounts frommembers 85c
%
d Sect i on 162( e) l obbying and p o l i t i c a l expendit ures 85d
e
Aggregat e
nondeduct i bl e amount of secUon
6033( e)( 1) ( A)
dues
noti ces
85e
f Taxabl e
amount
of l obbyi ng
and
p o l i t i c a l
expendit ures
l i n e
85d l ess
85e)
85f
g
Does t he organizat i on elect t o pay the secti on
6033( e)
tax on the amount on
i n e
85f ?
NA
85
h I f
secti on
6033( e)( 1) ( A) dues noti ces were sent, does
the
organizat i on agree t o addt he amount on l i n e 85f
t o i t s
r easonabl e esti mate of dues
all ocabl e
t o nondeduct i bl e l obbyi ng and p o l i t i c a l expendi t ures f o r
the f oll owi ng tax
year?
NA
85h
86
501(c)(7) orgs
. Enter :
a I n i t i a t i o n f ees and capi tal
contri buti ons
i ncl uded on b r i e 12 86a
b
Gross recei pts,
i ncl uded on
l i n e
1 2 , f o r
publ i c
use of cl ub
f a c i l i t i e s
86b
87 501( c) ( 12)
orgs
. Enter : aGross i ncome f rom
members or
shar ehol der s 87a
b
Gross i ncomefromother sources . (Do
not net
amounts due or pai d
t o
other
sources
agai nst
amounts due or r ecei ved
f r o m
them
)
87b
88 At
any
t i me duri ng
the
year,
di d t he
organizat i on
own
a 50 or
greater
i nterest ma
taxabl e
corporati on or
part nership, or anenti ty di sr egar ded as separ ate fromt he organizat i on under Regul ati ons secti ons
301
. 7701- 2
and 301
7701-39
I f
Yes
;
compl ete
Part I X
88
X
89a 501(c)(3)
organi zati ons Enter Amount
of
tax
imposedon
t he
organizat i on duri ng
the
year
under
secti on 4911
1 0
; secti on 4912 1
0 sect i on
4955 1
0
b 501(c)(3)
and
501(c)(4) orgs
. D d the organizat i on engage n anysecti on 4958 excess benef i t tr ansacti on
duri ng the
year
or did
i t
become
aware
of
an excess
benef i t
tr ansacti on
f r o m
a
p r i o r
years
I f
Yes, att ach
a
st at ement
expl aini ng each tr ansacti on 89b
X
c Enter
.
Amount of
tax
imposedon t he organizat i on managers or di squal i f i ed persons duri ng t he year under
secti ons 4912, 4955, and
4958
1
d
Enter' Amount
of tax on
l i n e
89c,
above, r ei mbursed
by the organi zati on 1
90a
L i s t
t he
states wi th
whi ch a copy
of t h i s return
i s
f i l e d 1
NONE
b Number
of empl oyees empl oyed
m
the payper i od that i ncl udes March
12,
2003 (See
nstr ucti ons )
I 90b ~
1
91 Thebooks are
i n care of
1
ATOYA
BELLAMY
Tel ephone no. 1
9198217609
Locatedat 1
706
HLLSBOROUGHST, RALEGH
NC
Z P+4 1
27603
92 Secti on 4947( a)( 1)
nonexempt
chari table trusts
f i l i n g
Form990m i e u of Form1041- Check her e 1
and
enter the
amount of t ax- exempt
i nterest r ecei ved
or accr ued duri ng
the tax
year
1 0 - 1 92
Form990( 200
-
8/9/2019 WEP 990 2004 581518182_200406_990
6/30
Form
996
( 2 0 0 3 )
WAKE
EDUCATIONPARTNERSHP
58-1518182
Page
f Part 1 f 1 1 4
Anal ysi s
of I ncome-Produci ng
Acti vit i es
(See nacre 33 of
the
i nstructi ons .
Note
:
Ent er gross amounts unl ess otherw se Unrel at
i ndicated
( A )
93 Programservi ce
revenue
Busi ness
code
a
CNTRCT FOR
SVCS
REIMBURSEMNT
b
c
d
e
f
Medi care/ Medi cai d
payments
g Feesand contracts
f rom
government
agenci es
94
Membershi p
dues and assessments
95 I nterest on sar ongs and
t emporar y
cash
i nvest ment s
96 Di vi dends and
i nterest from
securi t i es
97
Net rental i ncomeor ( l o s s )
f rom
r e a l estate
a
debt - f i nanced
property
b
not debt- f i nanced
pr opert y
98 Net
rental i ncomeor ( l o s s ) f rom
personal
pr opert y
99 Other i nvest ment i ncome
100 Gai n or ( loss)
f rom
sal es of assets other
t han
i nvent ory
101 Net i ncome or ( loss) f romspecial event s
102
Gross p r o f i t
or ( loss) f romsal es of i nvent ory
103 Other r evenue- a
b
-MSCELLANEOUS
INCOME
c
d
e
104 Subtotal ( add col umns ( B ) , ( D ) , and ( E ) )
105 Total ( add l i n e 104, col umns ( B ) , (D), and ( E ) )
87,81
1 -6
265
2
61,645
76,382
93,712
1 1 1 1
170,094
E k~X
I nformati on
Re ardi n
Transfers Associated
wth
Personal
Benefi t Contracts see pa ge 34 of
the
nstr uai ons
( a )
Di d the organi zati on,
duri ng
the year, recei ve any
f unds, d i r e c t l y or i n d i r e c t l y , t o
pay premum on a
personal
benefi t
contracts
Yes I X
No
(b)
Di d the organi zati on, duri ng
the
year, paypremum,
d i r e c t l y
or
i n d i r e c t l y ,
on a personal benefi t
contract?
Yes
X
No
Under penalt i es of penury, declare that haveexamned t h i s return, i n c l i
and
b e l i e f ,
i t i s
t r u e ,
orr
c t ,
andcompl e
eclara
on
of preparer (other
i gnature
of
of f
~ ~ ~e
l ~r t
c . ~
e
or not name
and
i t l e ,
Preparers
C
y
Si
g
nature
F i r m s name o~
_V-223
L~NGDbN
CObl PANY
i f s e l f - e mp l o ) e d ) ,
USHGHWY
70
address . and ZAP
+
4 GARNER
NC 27529
Please
Si gn
Here
Pai d
Preparer' s
UseOnl y
DAA
WEP
B
k
C D
Amount xcl usi on Amount
14
21,002
E)
Related or
exempt f uncti on
Pal rt V l l l Rel ati onshi pof
Act i v i t i es
to the
Accom
p
i shment
of Exemt Purposes Seepage 34 of the i nstruct i ons
.
Li ne No
Expl ai n how
each a c t i v i t y f o r
whi ch
i ncome i s r e p o r t e d i n col umn ( E ) o f P ar t V I I
c o nt r i b ut e d
i mp o r t a n t l y t o
the
accompl i shment
103
MSCELLANEOUS
REFUNDSANDREIMBURSEMENTS AREANORMAL
PART
OF
THE
ORGANZATIONS OPERATIONS
.
93A WAKE
COUNTY SCHOOL SYSTEM
REIMBURSEDWAKE
EDUCATION
PARTNERSHP
FORLEADERSHP
ACADEMY
DRECTOR COMPENSATION
Part I X I nformati on Re ardi n
Taxabl e
Subsi di ari es andD sreg
arded
Ent i t i es Seepage 34
of
the
A C
Name, address, and
EI N
of c or p o r a t i o n, Percentage of Nat ure of
ac t i v i t i es
T ot a l ~Dcome
pa r t n e r s hi
o r d i s r e
g
arded en t i t y ownershi
p
n t e r e s t
NA
-
8/9/2019 WEP 990 2004 581518182_200406_990
7/30
Organi zati on Exempt Under
Sect i on 501(c)(3)
(Except Pri vate Foundati on) and Sect i on 501(e) , 501(f ), 501(k),
501(n) ,
or
Sect i on 4947(a)(1) Nonexempt Chari tabl e Trust
Suppl ementary
I nformti on-(See
separate i nstructi ons
. )
1 MUST
be completedby theabove organi zati ons
and
attached
t o
thei r Form990or
990-EZ
B
No
1545-0047
2003
Depart ment
of
the
Treasury
I nternal
RevenueServi ce
Namof
the organizati on
WAKE EDUCATION PARTNERSHP
Empl oyer
d en t i f i c at i o n
number
58-1518182
NONE
Schedule
A(Form990
or
990-EZ)
200
DAA
WP
SCHEdULE
A
(Form
990
or
990- EZ)
Part
I
Compensati on of the Fi ve H ghest Pai d Employees Other Than
Of f i cers ,
Di r ector s, and Trustees
See
page
of the i nstr ucti ons
i s t
eachone I f
there are
none
ent er None
(a) Namand address of each
employee pai d
mre
(b) Tit le
and average hours (d)
Contri buti ons
to
(e)
Expense
than
$50,000
per
week
devoted to
posi ti on
(c)
Compensat i on
employee ben plans
account
and
other
deferred
compensati on
al l owances
JOSEPHW PEEL, PHD
DRLDRACAD
1825 FALLS CHURCHROAD RALEIGH
40
112 750
1
,
466
DAVDLANE VP
DEVELOPME
1009
ANDRON
LANE
RALEIGH
NC
40 75
000
7 959
1061-103
B
ROW
WWOODRVE RALEIG
40
OF
PROGRA
I
63, 2551
1,0931
Total number
of
other employees pai d
over
50 000
1
I
0
I
y
Part
I I
Compensat i on of the Fi ve H ghest Pai d I ndependent Contractors
for
Prof essi onal
Servi ces
See
page 2 of the i nstr ucti ons
L i st each
one
whether i ndi vidual s or f i rms I f there are
none
ent er
None
(a) Nameandaddress
of each i ndependent contract or pai d mret han
50,000
(b)
Type
of servi ce
(c)
Compensati on
Total
number
of other s r ecei vi ng
over
50, 000
f o r
prof essi onal servi ces
For Paperwork Reducti onAct Noti ce, seethe I nstr ucti ons
for
Form990and Form990-EZ
-
8/9/2019 WEP 990 2004 581518182_200406_990
8/30
A (Form990
o r
990- EZ)
2003
WAKE EDUCATIONPARTNERSHP
58-1518182
2
Part
1 1 1
Statements About Ac t i vi t i es
(See page
2
of
t he i nstr uct i ons . ) Yes I No
1
Duri ng the
year,
has t he
organi zati on
att empted
to i nfl uence nati onal, state, or l o c al l e g i s l a t i o n , i ncl udi ng any
att empt
t o
i nfl uence publ i c
opi ni on
on a
l e g i s l a t i v e matt er
or referendum I f Yes,
enter
t he
t o t a l
expenses pai d
or i ncurr ed i n connecti on w t h t he l obbyi ng a c t i v i t i e s 1 ( Must equal
amounts
on l i n e 38,
Part VI - A, or l i n e i of Part
VI - B
)
1
Or gani zati ons
that
made an
electi on under secti on
501(h)
by i l i n g Form5768 must compl ete
Part
V I - A
Ot her
organizati ons checki ng Yes
must
compl ete Part V I - 1 3 ANDattach a
st atement
gi vi ng a detai l ed descr i pt i on of
t he l obbyi ng a c t i v i t i e s
2
Duri ng t he year,
has
the organi zati on,
eit her di rectl y
or
i n d i r e c t l y ,
engaged
i n
any
of
the fo l l ow ng
acts w th
any
-
substanti al
contri butors, t rustees, di rectors, o f f i c e r s ,
creators ,
key empl oyees,
or member s of
t h e i r
f a m l i e s , or
w th
any t axabl e organizati on
w t h
whi ch any such per son i s a f f i l i a t e d as an o f f i c e r , d i r e c t o r ,
trustee,
major i ty
owner,
or
pri nci pal
benef i c i ary?
I f
t he answer
t o
any
quest i on i s
Yes, attach a detai l ed
st atement
expl ai ni ng the
tr ansacti ons . )
X
a
X
andstate
1 0 0
10
a
n organi zati on
oper ated f o r t he
benef i t of a
col l ege
or uni versi ty
owned
or
oper ated
by a governmental
u ni t . Secti on
170(b)( 1)( A)( i v)
.
(Al so
compl ete
t he
Support Schedul e n Part I V - A . )
11a
X
n organi zati on that
normal l y
recei ves a
substanti al
part of
i t s
support
f r o m a gover nmental u n i t
or fromthe
gener al
publ i c .
Secti on 170(b)( 1)( A)( vi) .
(Also
compl ete
the
Support
Schedul e i n Part I V- A )
11b
communi ty t r u s t
.
Secti on
170(b)( 1)( A)( vi) . (Also compl ete the Support
Schedul e
mPart
I V - A
)
12
An organi zati on
that
normal l y recei ves . 1) more
than 33 1/3
of i t s support
fromcontri buti ons, membershi p fees,
and gross
r eceipts f r o m
a c t i v i t i e s
r el ated t o i t s chari tabl e, etc f uncti ons- subj ect t o cert ain excepti ons, and 2) no
more than
33
1/3
of
i t s suppor t f r o m
gross i nvestment i ncome and
unr el ated
busi ness
t axabl e
i ncome
( l ess
secti on 511 tax)
f r o m
busi nesses
acqui r ed
by the organizati on a f t e r J une 30, 1975 See
secti on
509(a) ( 2) .
( Al so
compl ete t he Support Schedul e
i n
Part I V- A . )
13
n
n
organi zati on that
i s not
contr ol l ed by any
di squal i fi ed
per sons (other
t han f oundati on managers)
and
supports
organi zati ons
descr i bed
i n : 1) l i nes 5 t hrough 12 above; or 2) sect i on 501(c) (4), 5 ) , or 6 ) , i f they meet
the
test
of secti on 509(a)( 2)
.
(See
secti on 509( a)( 3) )
Provi de t he fo l l owng
i nformati on about
t he suppor t ed
or qan¢ati ons (See
page
5
of t he
i nstr ucti ons
)
b) Li ne number
a)
Name(s) of
suppor t ed
organizati on(s)
DAA
Wi P
a Sal e,
exchange,
or l easi ng of propert y 2a
X
b Lendi ng of money or
other
ext ensi on of credi t? 2b
X
c
Furni shi ng of
goods, serv i ces, or
f a c i l i t i e s ?
2c
X
d Payment of compensat i on or payment or r ei mbur sement of e x p i r a t i o n i f mor e t h a n $1, 000)
SEEP RT
V
FORM
990
2d
X
e Transfer of any
part
of i t s i ncomeor
assets
2e
X
3a Doyou
make grants
f o r schol arshi ps, fel l owshi ps,
student
l oans, etc ? I f Yes, att ach an expl anati on of
how
you
determ ne
that reci pi ents qual i fy
t o
receive
payments
. )
SEE
STM
10
3a
X
3b Doyou have a
secti on
403(b) annui t y plan f o r your employees? 3b
X
4
D d
you mai ntai n any
separ ate
account
f o r parti ci pati ng
donors
where
donors have t he
r i g ht t o provi de advi ce
Part 1V
Reason
f o r
Non- Pr i vat e
Foundati on Status
(See
pages 3
t hr ough
6
of
t he i nst r uct i ons
. )
Theorganizati on
i s not
a pr i vate
f oundati on
because
t i s
: ( Pl ease check onl y ONEappl i cabl e box . )
5
A church, conventi on of chur ches,
or
associ ati on
of churches
. Secti on
170(b)( 1)( A)( i )
6 A
school
. Secti on 170(b)( 1)( A)( n) .
(A l so
compl etePart V )
7
A
hospi tal or a
cooperati ve
hospi tal servi ce organizati on . Secti on 170(b) (1) (A) (m .
S A Federal , s t a t e , or l ocal government or governmental u ni t . Secti on
170(b)(1)(A)(v)
.
9
u
medi cal
research
organizati on
oper ated i n
conj uncti on w th a hospi tal .
Secti on
170(b)( 1)( A)( i u) . Enter
the hospi tal ' s
name,
c i t y ,
14
F]
An organi zati on
or gani zed
and oper ated t o test f o r publ i c safety . Secti on 509(a)(4) (See
page
6 of the i nstructi ons )
Schedul e A(Form
990or 990-EZ)
200
-
8/9/2019 WEP 990 2004 581518182_200406_990
9/30
Cal endar ear or f i s c a l
ear
beg
i nni n
g n
1
a
2002
b 2001 c
2000
d
1999
e
Total
15
Gi f t s ,
grants , and contr i buti ons
recei ved
.
Donot i ncl ude
unusual
r a n t s S ee l i n e 2s 1
530
853
1
1
063
061 1 466
395 915 189
4
5
49
16 Membershi p fees recei ved
17 Gross recei pts f romadmssi ons, merchandi se
sold or servi ces perf ormed, or
furnishi ng
of
f a c i l i t i e s
i n
any
a c t i v i t y that
i s
rel ated
t o
the
o r g n i z a t i o n ' s
c n a n t a b l e , e t c ,
p
ur
p
o s e
63 673 65 205 53 229 57 354
239
46
18
Gross i ncome from
i n t e r e s t , di vi dends,
amounts
recei ved
f r ompayment
on secur i t i es
l oans
(secti on
512(a)( 5)) , rents,
r o y a l t i e s ,
and
unrel ated busi ness t axabl e
i ncome
l e s s
secti on511
taxes)
f r ombusi nesses
acqui red
b y t n e o r g a ni z a t i o n a f t e r J une so, 1s7s 27 , 783 32, 207 53, 876 49, 656 163 52
19 Net i ncome f r om
unrel ated busi ness
act i v i t i es
not i ncl uded
i n l i ne 18
20
Taxr evenues
l e v i e d
for
the organizati on' s
benefi ts and
ei ther
pai d t o i t or expended
on
i t s behal f
21 Theval ue
of servi ces or
f a c i l i t i e s furni shed
t o
t he
organi zati on by
agover nmental
u n i t
w thout charge Do
not
i ncl ude
the
val ue
of
services or f a c i l i t i e s
general l y f urni shed
t o
t he
p
ubl i c
w thout
charge
22
O her i ncome
Attacha schedule
Do
not
sale
of
Cap
i t a l
f r o m
STM
11
4
695 838
3
600 425
9
55
23 T ot a l o f l i ne s
1 5 t h r o u
g
h 22
1
62-7
004
1
1
161
1
, 311
1
1
577
100
1
1
022
624
5
1
388 03
24 Mme 23 mnus l i n e 17 1 563 331 1 096 106 1 523
871
965
270 5 148 57
25
E n t e r
1 of p i n e 23
16
270
11
613
15
771
10
226
26 Organi zati ons
descri bed
on l i nes
10 or 11
:
a
Ent er
2 of amount
i n
col umn
e ) ,
l i n e
24
1 26a
102
F
97
b
Prepar e a
l i s t for
your records t o
showthe name
of
and amount cont ri but ed
by
each person (other
t han
a
gover nmental
u n i t
or publ i cly support ed organi zati on) whose
t o t a l g i f t s
f o r 1999
t hrough
2002 exceeded t he
amount shown i n l i n e 26a Do not f i l e t h i s l i s t
w t h
your return . Ent er t he
t o t a l
of a l l t hese excess amounts 1 26b 891
,
398
c Total support f o r secti on 509( a) ( 1) t e s t : Ent er l i n e
24,
col umn e) 1 26c 5 148 57
d Add Amounts f r omcol umn e)
for
l i n e s : 18 163522 19
22 9558 26b 891398 t 26d 1 , 064 , 478
e Publ i c support l i n e 26cmnus
l i n e
26d t o t a l ) 1 26e 4 ,
084
,
10
f
Publ i c support percentage
l i n e
26e numerator)
di vi ded
by l i ne 26c ( denomnat or) )
1
26f
79 . 3248
27 Organi zati ons descri bed on l i ne 12 a For amounts i ncl uded i n l i nes
1 5 , 1 6 ,
and 17 that were recei ved
f r om a
di squal i fi ed
person ; " prepare a l i s t
f o r your records t o
show
the
name o f , and t o t a l amounts recei ved i n each
year
f rom each di squal i fi ed person . "
Do not f i l e t h i s l i s t w t h your return Ent er t he sumof such amounts or each year :
N
( 2002) ( 2001) ( 2000) ( 1999)
b For any amount i ncl uded
i n
l i n e 17 t h a t was
recei ved
f r omeach person ( other t han di squal i fi ed persons ) , prepare a l i s t f o r your records t o
show
t he name
o f ,
and amount
recei ved
f o r each
year,
t h a t was
more
t han t he l arger of 1)
the
amount on l i n e
25
o r t he year or 2)
$5, 000
( I ncl ude
m
the l i s t organi zat i ons descri bed
m
l i nes 5
t hrough
11, as wel l as i ndi vidual s
. ) Do
not f i l e
t h i s
l i s t
w t h
your return
.
After computi ng
t he
di f f erence between
t he
amount recei ved and t he
l arger
amount descri bed i n
1)
or 2 ) , ent er t he
sum
of t hese di f f erences (the excess
amounts)
f o r
each
year
N
( 2002) ( 2001) ( 2000) ( 1999)
c Add Amounts f r omcol umn e)
for
l i n e s : 15 16
17
20
21 127c
d Add
Li ne 27a t o t a l and
l i n e
27b t o t a l
1
27d
e
Publ i c support l i n e
27c
t o t a l
mnus l i n e 27d
t o t a l ) 1
27e
f
Total support
f o r
secti on 509( a) ( 2)
t e s t
: Ent er amount on l i n e
23,
col umn
(e)
1
27f
g Publ i c support percentage
l i n e
27e
( numerat or)
di vi ded by l i ne 27f ( denomnat or) ) 127
h I nvestment i ncome percentage l i n e
18,
col umn e)
( numerat or)
di vi ded by l i ne 27f ( denomnat or) ) 1 27h
28 Unusual Grants : For an organi zat i on descr i bed
i n
l i n e
10, 11,
or 12 that recei ved any unusual grant s duri ng
1999
t hrough 2002,
prepare a
i s t
f o r your records t o show, f o r each
year,
t he name of t he contr i butor,
t he
dat e and amount of t he
grant ,
and a b r i e f
descri pti on
of t he nature of
t he grant
Do not
f i l e
t h i s
l i s t
w th
your
return
Donot i ncl ude
t hese
grant s
i n l i n e
15
DaA
Schedule
A
(Form990 or 990-EZ) 200
WP
Schedul e
A
(Form990 or 990- EZ) 2003 WAKE
EDUCATION
PARTNERSHP
58-1518182
Page
=Par t I V-A Support
Schedul e
( Compl ete o nl y
i f you
checked a
box on
l i n e
1 0 ,
1 1, o r 1 2 )
Use
cash method
of account i ng
-
8/9/2019 WEP 990 2004 581518182_200406_990
10/30
32 Does t he organi zati on mai ntai n the f o l l ow ng
a Records i ndicati ng the
r a c i a l
composi t i on
of
the
st udent
body,
f a c u l t y ,
and
admni st rat i ve
s t a f f ? 32a
b Records documenti ng that schol arships and other f i nanc ia l assi stance are awarded
on a
r a c i a l l y nondiscr i mnatory
basi s
32b
c Copi es of a l l catal ogues, brochures, announcements, and
other
wri tt en communicat i ons t o the
publ i c
deali ng
w t h
student
admssi ons, progr ams,
and
schol arshi ps?
32c
d Copi es of a l l
materi al
used by the organi zati on or on
i t s
behal f t o
s o l i c i t contr i buti ons? 32d
35 Does the organi zati on c e r t i f y t h a t
i t
has compl i ed w t h the appl i cabl e r equi r ements
of secti ons 4
. 0 1
t hrough 4 05
of Rev Proc 75-50 1975- 2 CB 587 covenna r a c i a l nondiscr i mnat i on
I f
No
.
att ach
an expl anati on
Schedul e
A
Form
990 or 900-EZ)
200
DAA
WP
Schedul e A ( Form990
or
990- EZ) 2003
WAKE
EDUCATIONPARTNERSHP 58 1518182 Page
Par t
V Pr i vat e
School
Questi onnai re See
page
7 of t he i nstr ucti ons .
To becom
p
l eted
ONLYb school s that
checked the
box
on l i ne 6 in Part I V
29 Does
t he
organi zati on have a
r a c i a l l y
nondi scr i mnatory
poli cy
t oward st udent s
by
st at ement i n
i t s
charter,
byl aws,
NA
Yes
No
other governi ng i nstr ument , or i n
a
resol uti on of
i t s
governi ng body
29
30 Does
t he
organi zati on i ncl ude a st at ement of i t s r a c i a l l y nondi scri mnatory
pol i cy
t oward students i n
a l l i t s
brochures, catal ogues, and
other
wri tt en communi cat i ons w t h the
publ i c
deal i ng
w t h student admssi ons, i
progr ams,
and
schol arshi ps?
30
31 Hasthe
organizati on publ i ci zed
i t s r a c i a l l y nondi scr i mnatory pol i cy
t hrough
newspaper
or broadcast
medi a
duri ng
the peri od of
s ol i c i t a t i o n f o r
students, or duri ng t he regi strati on peri od i f i t has no
s o l i c i t a t i o n
program
i n
a way
that makes
t he
pol i cy
known
t o
a l l
parts of
the general
communi ty i t
serves?
31
I f
Yes, pl ease descr i be, i No, pl ease expl ain
( I f
you need more space, attach
a separat e
st at ement )
I f you answered No
t o
any
of
the
above, pl ease
expl ai n
( I f you
need more
space, attach a separate
st at ement )
33 Does
the organizati on di scri mnate
by race
i n
any
way
w t h respect
t o
:
a Student s' r i g h t s or
pri vi l eges?
33a
b
Admssi ons
pol i c i es?
33b
c Empl oyment of f acul ty or admni st rat i ve sta ff?
33c
d
Schol arshi ps
or
other
f i n a n c i a l
assi st ance
33d
e Educati onal
pol i c i es?
33e
f
Use
of f a c i l i t i e s ?
I
33f
g Ath let i c programs
h Other
extr acurr i cul ar a c t i v i t i e s ?
I 33h
I f
you answered Yes
t o
any
of
the
above, pl ease
expl ain
( I f you
need morespace,
attach a separat e
st at ement )
34a Does
the organi zati on
recei ve
any
f i nanc ia l aid
or assi stance
from
a
gover nmental agency?
b Has
the organizati on' s
r i g ht t o such
ai d
ever
been revoked or suspended?
I f
you answered Yes
t o
eit her 34aor b, pl ease
expl ai n
usi ng an attached
st at ement
-
8/9/2019 WEP 990 2004 581518182_200406_990
11/30
Schedul e
A(Form
990
r
9 9 0 - E Z )
2003 WAKE
EDUCATION
PARTNERSHP 58-1518182 Page
Part
VI -A
Lobbyi ng Expendi tures by El ect i ng Pu bl i c
Char i t i es
(See page 9 of the i nstructi ons .
Check
1
a
i f
the
or
ga ni z a t i o n bel ongs t o
an a f f i l i a t e d
gr oup Check 1 b
i f you
checked a and l i m t e d
Li mts on Lobby
i n
g Exxpendi tures
p
A f f i l i a t e d
group
o t a l s
The erm exp
ndi tures mansamounts
aid
or i ncu r r e d
36 Tota l l obbyi ng expendi tures t o
i nf l uence
publ i c opi ni on(grassroots l obbying) 36
37 Tota l l obbyi ng expendi tures
t o
i nf l uence
a
l e gi s l a t i v e
body ( d i r e c t l obbying)
37
38 Tota l l obbyi ng expendi tures
(add
l i nes 36and 37) 38
39
O her
exempt purpose
expendi tures
39
40
Total
exempt purpose
expendi tures
(add
l i nes
38and
39)
40
41
Lobbyi ng nontaxable
amount
.
Enter theamount
from
thef o l l o w ng
tabl e-
I f
theamunt on l i ne 40 i s - Thel obbyi ng nontaxabl eamunt s-
Not over
$500, 000
20%of
the
amount on i n e 40
Over
$500, 000
but not
over $1, 000,000
$100, 000
pl us
15
f the
excess over $500,000
Over
$1, 000,000
but not
over $1, 500,000 $175,000 p us 10
f the
excess over $1, 000,000 41
Over
$1, 500,000
but not over $17,000, 000
$225, 000 p us 5%
of the
excess
over $1, 500,000
Over
$17, 000, 000
$1, 000, 000
42
Grassroots
nontaxable amount ( enter
25
of
l i ne
41)
42
43 Subtract l i n e 42 froml i ne 36
Enter
- 0 -
i f
l i ne 42 i s more than l i ne 36 43
44 Subtract l i n e 41 froml i ne 38 Enter
- 0 -
i f
l i ne 41 i s mor e than l i ne 38 44
DAA
WP
Cauti on
: I f
t h e r e i s
an amount on
e i t h e r l i n e 43or l i n e 44,
you must f i l e
For m4720
1 1
u .
4-Year Averagi ng Peri od Under Secti on501(h)
(Some organi zati ons that made a secti on 501( h) el ecti on donot have
t o
compl ete
a l l of
the f i v e col umns below
Lobbyi ngExpendi tures Duri ng4-Year
Averaging
Per i od
Calendar year ( o r ( a )
I
( b )
I
( c )
I (d) I
( e )
f i sc al
year beginni ngi n ) 1
2003 2002
2001
2000 Total
202,7701 206,2651
409, 035
46 Lobbyi ng cedi ng amount (150%of
613,553
48 Gr assroot s
nont axabl e
amount 50 ,
693
51
, 566 102
,
259
49
Gr assroot s cedi ng
amount (150%
of
Y
~V
,
l i n e
4se
~ 153
,
389
50 Gr assroot s l obby i n g expendi tures
Part VI -B
LobbyingActi vi ty by Nonel ecti ng Publ i c Chari t i es
For repo r t i ng onl y b or gani zati ons
that
di d not
com
l ete
Part
VI -A
See
a e 12 of the
i nstructi ons .
N
Dur i ng t he
year,
d i d the organi zati on at t empt t o
i nf l uence nati onal , state
o r l o c a l l e g i s l a t i o n ,
i ncl udi ng
any
Yes
No Amount
at t empt t o
i nf l uence publ i c opi ni on on a l e g i s l a t i v e matt er
or ref erendum thr ough
the use
of
a Vol unteer s
b
Pai d
s t a f f
or management ( I nc l ude
compensat i on
i n
expenses
reported
on
l i n e s
c
through
h
c Medi a advert i sements
d Mai l i ngs t o
members,
l e gi s l a t or s , or the
publ i c
e Publ i cati ons, or publ i shed or
br oadcast
st atements
f
Gr ants
t o
other
organi zati ons f o r l obbyi ng purposes
g D r e ct
contact w th l e g i s l a t o r s , t h e i r s t a f f s ,
government o f f i c i a l s ,
or
a
l e g i s l a t i v e
body
h
R a l l i e s ,
demonstr ati ons, sem nars,
conventi ons,
speeches, l ectures, or any other
means
i
Total l obbyi ng expendi t ur es (Add
f i n e s
c thr ough h
I f
Yes t o any of
the
above, al so att ach a st at ement
givi ng
a
detai l ed descri pti on
of t he l obbyi ng
a c t i v i t i e s
ScheduleA
(Form
990 or 990-EZ)
200
To
be compl eted
for
ALL electi ng
organi zati ons
-
8/9/2019 WEP 990 2004 581518182_200406_990
12/30
52a
I s the organizati on
d i r e c t l y or
i n d i r e c t l y
a f f i l i a t e d
w t h,
or rel ated
t o ,
one o r
more t ax- exempt
organi zat i ons
descr i bed
i n
sect i on
501(c) o f
the Code
(ot her than
secti on
501(c) (3)) or i n sect i on
527?
1
F1
Yes
X
N
DAA
ScheduleA
Form
990 or 990-EZ) 200
WP
Schedul e
A
(Form
990
o r
990-EZ)
2003
WKE
EDUCATIONPARTNERSHP 58 1518182
Page
Part
V I I
I nfor mati on Regardi ng
Transfers
To and Transacti ons and Rel at i onshi ps Wth
Nonchari tabl e
Exempt Organi zati ons See
page
12 of
the i nstr uct i ons . )
51
Di d
the
report i ng
organi zati on d i r e c t l y or
i n d i r e c t l y
engage i n anyof
the fo l l ow ng
wi th any
other
organi zati on
descr i bed i n secti on
501 c)
of
t he Code
(ot her t han
secti on
501(c)( 3) organi zati ons) or
i n secti on
527, r e l a t i n g t o p o l i t i c a l organ izat i ons
a
Transfers f r o m
the report i ng organi zati on
t o
a nonchantabl e
exempt
organi zati on
of
Yes
N
i )
Cash
51a
)
X
i i ) Ot her assets
a
X
b Ot her t ransacti ons
:
i ) Sal es or exchanges o f
assets
wi t h
a
nonchari t abl e
exempt
organi zati on b i
)
X
i i )
Purchases
of
assets f r o m
a
nonchantabl e
exempt organi zati on
b
i i )
X
i i i )
Rent al
o f
f a c i l i t i e s , equi pment , or other assets b
i i i )
X
i v ) Reimbursement arrangements
b i v
) X
v )
Loans
or
l oan
guar ant ees
b v
X
v i )
Perf ormanceof
services
or
membershi p
or
fundrai si ng s o l i c i t a t i o n s
b v i
) X
c Shar i ng of
a c i l i t i e s , equi pment ,
m i l i n g
l i s t s , other assets ,
or pai d
emp oyees I
c
d
I f
the answer t o anyof
the above i s
Yes, compl et e
the
fo l l ow ng
schedul e . Column
b)
shoul d al ways showthe f a i r market val ue of the
goods, other
assets, or servi ces
gi ven
by
t he report i ng
organi zat i on
.
I f
the
organi zat i on
r ecei ved l e ss
t han
f a i r market val ue i n any
tr ansacti on
or shari ng
arran emert show
m
col umn
d
the
val ue
o f
the goods, ot her assets ,
o r
servi ces recei ved
(a) (b) (c)
(d)
Li ne
no
Amount i nvol ved Name of nonchari t abl e exempt organizat i on Descri pt i on
of
t ransfers
tr ansacti ons
andshannaar r angement s
NA
-
8/9/2019 WEP 990 2004 581518182_200406_990
13/30
Securi ty
provi ded
by
bor r ower Purpose of l oan
UNSECURED
WORKNGCAPTAL
2
3
4
5
6
7
8
10
Bal ance dueat
end of
year
onsi derat i on
f urni shed
by l ender
Total s
40 000
WP
Form
Mortgages
and Other
Notes
Payabl e
200390/ 990-PF
For cal endar ear 2003, or tax ear be
gnni n
g 7OZ0
3
andendi n
Name Empl oyer I d e n t i f i c a t i o n
Number
WKE
EDUCATION
PARTNERSHP
58-1518182
FORM
990
PART
IV
LINE
64B
-
ADDTIONAL
INFORMATION
Nameof l ender Rel ati onship t o di squal i f i ed pers on
RBC
CENTURA
HANK
NONRELATED
LENDER
3
4
5
6
7
8
9
10
~,
Ori ginal amount Maturi ty I nterest
borrowed Date of l oan dat e Repayment term r a t e
>>
50 000 11/25/03
11/17/04 ONE
YEAR
DEMAND
NOTE
4
.000
-
8/9/2019 WEP 990 2004 581518182_200406_990
14/30
7 L i s ted
propert y . Ent er the amount
f r o m l i n e
29 7
8
Tota l e l ected cost of sect i on 179property .
Add
amounts i n col umn c ) ,
l i n e s
6 and
7
8
9 Tentat i ve deducti on
.
Ent er the smal l er of l i n e 5or
l i n e 8
9
10 Carryover of di sal l owed deducti on fr oml i n e 13 of your 2002 Form4562 10
11 Busi ness i ncome l i m t a t i o n
.
Ent er
the
smal l er of busi ness i ncome not l e s s t han zero) or l i n e 5 see
i nstr uct i ons)
11
12 Secti on 179expense deducti on
.
Add
l i nes
9 and
10, but
do
not enter more
t han l i n e 11 12
13
Carryover
of di sal l owed
deduct i on
t o
2004
Add l i n e s 9 and
10, l e s s l i n e
12 1 F13
r
Note Do not use Part I I
or Part
I I I below
f o r l i s t e d property
I nstead, use Part
V
4~
Part 11
Sp
ecial De
p
reciati on A lowance
and
Oher
Dep
reciati on
Donot
i ncl ude l i s t ed prop
Y
14
S pe c i a l d e p r e c i a t i o n
al l owance f o r q ua l i f i e d prop o t h e r t han l i s t e d prop pl aced i n servi ce
d u r i n g t h e
t a x year
s e e
pg 3 of
t h e
i n s t r 14
15 Property subj ect t o sect i on 168 f) 1)
elect i on
see page4 of the i nst r uct i ons) 15
16
Ot her d ep r e c i a t i o n i n c l u d i n g ACRS) see
page
4 of the
i n s t r u c t i o n s ) ~ 16 ~
22
, 64
Part
I I I
MACRSDepreciati on Do
not
i ncl ude l i s t ed
property
. See page
4
of
the
i ns t r uc t i ons .
Secti onA
17 MACRS
deduct i ons f o r
assets placed i n
se r v i c e m
tax years begi nni ng
before
2003
18 I f you are elect i ng under sect i on 168 1) 4) t o group any assets pl aced i n
se r vi c e
dur i ng the tax
n
theGeneral De re<
Recovery
peri od
e)
Conventi on
b 1
12
S/L
W
, P
Depr ec i at i on
andAmorti zati on OMBNo 1545-0172
Form
4562
I nc l udi ng
I nf ormat i on on
L i s t e d P r op e r t y )
2003
Depar t ment
of
the
Treasury At t achment
67
n t e r n a l RevenueServi ce
eese
p
arate i nstructi ons
.
ttach to our ax return
.
Sequence No
Name s)
shown
on
r e t u r n
WAKE EDUCATION
PARTNERSHP
I d en t i f y i n g number
58 1518182
Busi ness
or a c t i v i t y t o
which
h i s f o r m re la tes
INDRECT DEPRECATION
Rar t
: l ~ ~
~ El ect i on ToExpense Cer t a i n Property Under
Sect i on
179
Note
I f y
ou
have an l i s t e d pr o p
er t
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pl et e P a r t Vbefore y
ou
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1
1
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amount
.
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2
of
the
i nstr ucti ons
f o r a
hi gher
l i m t
for
cert ain
busi nesses
1
100
00
2 Tota l
cost of
secti on 179proper t y pl aced i n servi ce
see
page
2 of
the i nst r uct i ons)
2
3 Thr eshold cost
of sect i on
179 propert y before reduct i on
ml i m t a t i o n 3 400
00
4 Reducti on i n
l i m t a t i o n
.
Subt ract
l i n e
3 f roml i n e
2
I f
zero
or
l e s s ,
enter
- 0 -
4
5
Doll ar
l i m t a t i o n
for t ax
ear
Subt ract
l i n e 4 f r o m l i n e 1 I f zero or l e s s , ent er
- 0 - I f
marned i l i ng sepa r a t e l y r a t e l see page2 f the
nstructi ons
5
a)
Descri pti on of propert y b)
Cost
busi ness
useonl y) c) El ected
cost
6
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c 7
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e
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b) Monthand
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i n
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Usi na
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see
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i ns t r uc t i ons
21
L i s ted
property
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Ent er amount froml i n e 28 21
22 Total
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Addamounts
f r o m
l i n e
12,
l i n e s
14 t hrough
17,
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n
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i n e
21
.
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appropri ate l i n e s of your
ret urn
Part nersh i ps
and Scorporat i ons- see i n s t r 22 22
1 ,
645
23 For asse ts
shown above
and pl aced mservi ce duri ng
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current
year,
enter the
p orti on of
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sect i on 263Aco sts 23
For Paperwork
Reducti on
Act No t i ce , see separate i ns t ru ct i ons
.
Form4562 2003
o a , a ,
THEREARENO
AMOUNTS
FORPAGE2
-
8/9/2019 WEP 990 2004 581518182_200406_990
15/30
1-2
WEPWake Educat i on
Par t nershi p
58-1518182
Federal
Statements
FYE 6/ 30/ 2004
Statement 1 Form990 Par t I Li ne8c Sal e of Assets
Other
Than I nventory
Securi t i es
Desc
How
Whom
Date Date Sa e Cost
&
Ga n/
Recd
So d Acquired Sod
Pri ce
Expense
Deprec -Loss
PUBLICLY TRADED SECURTIES
384,531
389,721
-5,190
TOTAL
384,531 389,721
0
5,190
Statemnt 2
-
Form
990, Part
I
Li ne
8c
Sa e
of Assets OherThan I nventory
-
Ohe
Desc
How
om
Date Date
Sa e
Cost
Ga n/
Recd Sol d Acqui red Sol d Pri ce Expense
Deprec
-Loss
DELL
SERVER
PURCHASE 8/20/97 1/01/04
7,312 7,312
DELL BACKUP
EXEC
PURCHASE 8/20/97 1/01/04
503 503
RICOHCOP ER
PURCHASE 11/25/96 1/01/04
8,595 7,520 -1,075
DGTAL CAMERA
PURCHASE 5/03/99 1/01/04
620
620
TOTAL
0
17,030
15,955 -1,075
-
8/9/2019 WEP 990 2004 581518182_200406_990
16/30
-
8/9/2019 WEP 990 2004 581518182_200406_990
17/30
-
8/9/2019 WEP 990 2004 581518182_200406_990
18/30
71 250 00
Pi eces of Gold8000-500
Mart i n Mddl eSchool
1
Bal l entme Elementary 1
H l bumElementary 1
Mddl e
Creek
1
Northwoocds
Elementary
1
Lacy
Elementary
1
D l l ar d
Dri ve
Mddl e
1
Conn Elementary 1
Southeast Ralei gh
H gh
1
Pl easant
union elementary 1
Wke Forest -ro lesvi l l e
1
Powel l Elementary 1
Fuquay-vanna elementary 1
Enl oe
Hgh 1
J oyner Elementary 1
Li gon
Mddl e 1
Yates
M l l Elementary
1
Bnarcl i f f elementary 1
Fuquay-vanna Mddl e
1
Farmmon
WodsElementary 1
WakeEducati on
Partnershi p
EIN
58-1518182
FYE une30 2004
Kenan
Fel l ows 8000- 470
AThompson 032 2 50000
BWod
032
2 50000
CWody
032
2 50000
DDuBay
032
2 50000
ESuber 032
2 50000
HHanra 032
2 50000
HHl l 032
2 50000
J Bai l ey 032
2 50000
J Schuet032
2 50000
J Thi b032
2 50000
RSenzi g 032 2 50000
SGr egory
032 2 50000
SHi r sch
032 2 50000
SWmzl er 032
2 50000
TVorei s 2 50000
Beichner 0903 2 50000
Brown 0903
2 50000
Br uck
0903
2 50000
Carter
0903 2 50000
DeJ 0903 2 50000
DR chter 0903
1 25000
Franzen0903
1 25000
Gr abl e 0903 1 25000
Haef ner 0903 2 50000
J Pemk 0903 1 25000
O i ver 0903
1 25000
Peterson0903 2 50000
Pi mm
0903 1 25000
Ri s l ey 0903 2 50000
Shane 0903 2 50000
Stem
0903 2 50000
Stubbs 0903 1 25000
Totals
-
8/9/2019 WEP 990 2004 581518182_200406_990
19/30
12 836 00
MS
Cohorts
5000-453
CC0803
8/12/ 03
W
3
Summer
16405
DC0803 8/12/ 03
W
3 Summer 16405
DE0803
8/12/ 03
W 3
Summer 16405
DR0803
8/12/ 03
W 3
Summer 16405
EP0803 8/12/ 03 W 3 Summer 16405
FR0803
8/12/ 03
W 3
Summer 16405
J C0803 8/12/ 03 W 3 Summer 16405
J Current
0803
8/12/ 03
W 3
Summer 16405
J R
0803
8/12/ 03
W 3
Summer 16405
JRossenber
0803
8/12/ 03 W
3
Summer
16405
KB0803
8/12/ 03
W 3
Summer 16405
LR0803 8/12/ 03 W 3 Summer 16405
MK803 8/12/ 03 W 3 Summer 16405
N0803 8/12/ 03
W
3 Summer
16405
SL0803 8/12/ 03 W 3 Summer 16405
TB0803
8/12/ 03
W 3
Summer 16405
TP
0803
8/12/ 03
W 3
Summer 16405
TS0803 8/12/ 03 W 3 Summer
16405
F al l
2003 1 2/2/ 04 W a112003
59868
Fal l 2003 10 2/2/ 04 W a112003 59868
F a l l 2003 112/2/04
W a112003
59868
WkeEducati on Partnershi p
EN
58-1518182
FYEJune 30 2004
Carro l l Mddl e 1
Ful l er
E emntary 1
Combs
E emntary
1
Washi ngton E emntary 1
Dani e sMddl e 1
Wendel
E emntary
1
Broughton Hgh 1
G f t
Cert i f i cate
58
J enrett e 18000-710
Barbara Nuhol s
5,00000
J ewel l
8000-700
Lor i
Dumame
2,50000
John
Pntchett
2,50000
Chal l enge
5000-401
Vance
E emntary
5
Proj ect
Enl i ghtmnt
2
Bai l eywck E emntary 10000
M ddl e Cr eek El ementar y
70000
Nort h Ri dge El ementar y 20000
Gr een Year Around
10000
ApexMddl e 9
Cary
E emntary
25
East WakeMddl eSchool 1
Wake i e d E emntary
1,10000
Mddl eCreek H gh 35
West Ml l brook Mddl e
15
Southeast Rale gh
H gh 1,50000
East WakeH gh School 5
Gar ner H gh School 35000
s t
pl ace grant
f o r
t he parent 50000
2nd
Pl ace
Gr ant
f o r t h
Parent 30000
3rd Pl ace Gr ant
f o r t h Parent
20000
04 FFT 2 2,49882
04 FFT 2 2,337 18
Total s
3,28000
5,00000
5,00000
-
8/9/2019 WEP 990 2004 581518182_200406_990
20/30
WkeEducati on Partnershi p
EIN58-1518182
FYEJ une
30
2004
Tota l s
59869
59868
59868
59868
59868
59868
59868
59868
59868
59868
59868
59968
59868
59868
59868
59868
59868
59868
59868
59868
59868
59868
59968
59868
59868
59868
59868
59868
59868
59868
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59850
59950
59850
59850
59850
59850
59850
59850
59850
59850
Fal l 2003 12
212104
Fal l
2003 132/2/ 04
Fal l 2003 14
2/2/ 04
Fal l
2003 15 2/2/ 04
Fal l
2003 162/2/ 04
Fal l 2003 17
2/2/ 04
Fal l
2003
18
2/2/ 04
Fal l 2003 19
2/2/ 04
F a l l
2003 2
2/2/ 04
Fal l
2003 202/2/ 04
Fal l 2003
21 2/2/ 04
Fal l
2003 22 2/2/ 04
f a l l 2003 23
2/2/ 04
f a l l 2003 24
2/2/ 04
f a l l 2003 25 2/2/ 04
Fal l
2003 26
2/2/ 04
Fal l 2003
272/2/ 04
Fal l 2003 28
2/2/ 04
Fal l
2003
29
2/2/ 04
F a l l 2003 3 2/2/ 04
Fal l
2003 30
2/2/ 04
Fal l
2003
312/2/04
Fal l 2003 32
2/2/ 04
Fal l 2003 33
2/2/ 04
f a l l 2003
42/2/ 04
a l l 2003
52/2/ 04
f a l l 2003 62/2/ 04
a l l 2003 72/2/ 04
a l l 2003 82/2/ 04
a l l
2003 9
2/2/ 04
AK06046/17/ 04
CC0504
6/17/ 04
C 0504
6/17/ 04
DC0604
6117/04
DE0604 6/17/ 04
DR0604 6/17/ 04
EP0604
6/17/ 04
FR0604 6/17/ 04
GW604
6/17/ 04
J C0604 6/17/ 04
J M0604 6/17/ 04
J R0604 6/17/04
J R060404
6/17/ 04
KA06046/17/ 04
KB0604
6117/04
KG0604
6/17/04
KH0604
6/17/ 04
KS0604 6/17/ 04
LF0604
6/17/04
LR0604 6/17/04
MD0604
6/17/ 04
MK06046/17/ 04
MM06046/17/04
MS0604
6/17/04
NA05046/17/ 04
PT0604
6/17/04
SL06046/17/04
SM0604 6/17/04
TB0604
6/17/ 04
TJ0604
6/17/04
Wa112003
W
a112003
W a112003
W a112003
MSACohort s- Cent ral
MSACohort s-
MSACohorts - J acki e
MSA
Cohort s- Dougl as
MSACohort s- Debbi e
MSACohort s- West Cary
MSACohort s- El wood
MSACohort s- Cent ral
MSACohort s- Gr een
MSCohorts-West Lake
MSA
Cohort s-York
ES
MSCohorts- Reedy
MSACohort s- Hi ghcroft
MSA
Cohorts-East
MSACohort s- Sout heast
MSA
Cohort s- Wkef i e ld
MSACohort s- On Loan
MSACohor t s- Badges
MSA
Cohorts-Lara
MS
Cohorts-
MS
ohorts-Li ncol n
MSCohort s-Mrk
MSA
Cohor t s -B a i r c l i f t
MSACohort s- Ti mber
MSACohort s East
Wake
MS
Cohorts-East
MSCohort s-Enl oe
HS
MSCohorts-Wakef i eld
MS
Cohorts-GarnerHS
MSCohort s-Smth ES
Wa112003
Wa112003
W
a112003
W
a112003
Wa112003
AFa112003
Wa112003
Wa112003
W
a112003
Wa112003
W
a112003
W
a112003
Wa112003
Wa112003
W
a112003
W
a112003
W a112003
W
a112003
W a112003
W
a112003
W
a112003
W a112003
W
a112003
W
a112003
W
a112003
W a112003
-
8/9/2019 WEP 990 2004 581518182_200406_990
21/30
WkeEducati onPartnership
EIN58-1518182
FYE
une30
2004
Total s
TP0604
6/17/04 MSAohort s-Carr ol l HS
59850
TR06046/17/04 MSAohorts- Brassfi eld 59850
TW0604
6/17/04 MSA
ohorts-
59850
42, 459 84
Susan E l l i s
Roberts
8000. 793
AKLngenmai er
3,00000
KKemm
3,00000 6,00000
Technology
4000-410
Cary Acadmny 10 00000
Tobe Banner 5600
Nancy 12 00000 22,056 00
Food for
Thought
Tel l Mea Tal e D l l ar d Dr Elem
2,48700
Wastebust ers
Brooks 74000
Magi cal Readers FoxRoad
2,35065
Together WeCan CreechRoad 2 281 79
The
Student
Press
Davi s
Di ve
75000
Every
StepCounts
D l l ar d
Dr
2,49500
S ml y
de
Vi ne
Bal l entm
2,15836
Pict ure
Perf ect
Cooking
CreechRoad
1,35224
The
Coal i ti on
for Teaching Apex
1,63200
El mmati ng t he
Screen Stough
2, 40000
D sci pl i ne ATeam Part nershi p
1,00000
Mnds- On-Math
Yates
M l l 2, 33700
Our
Eggstr aordi nary Holl y Spri ngs
1,76550
Cri t i cal Thinki ng York 92494
No Parent
Left Behind
Oi ve
Chapel 2,49763
Bri ni ng H story
t o
L i f e Kntghtdale 2,19003
TheEcon
Of Chemstry
E
Wke HS
2, 30585
C osi ngtheCommGap
Wake 2, 50000
Gi r l
Power
Wl l woodM
S
2, 50000
Conti nui ng
Measures
Carrol l
75000
Teacher R R Li gon 75000
Amazi ngApri l Durant Road,M 1 200 00
ESL Durant Road, 2, 11000
Openi ng
Wndows
Li gon
96750
Books
t
Hom York
2 231
50
Searching chi evi ng Oi veChapel
2, 50000
Take HomBackpacks Holl y Spri ngs
2,48932
Ki ds Wl k Brooks
1,64646
Hope
Academy
GreenHope H
S
2, 50000
Moni tors
DoA
Body Wary 2, 50000
Conti uousl yLeaping Longview
2, 50000
WbAssi gn Broughton
2,38075
61,193
52
Unexpl ained D ff erence 3500)
Grand
Total
229,04036
-
8/9/2019 WEP 990 2004 581518182_200406_990
22/30
Statement 5- Form990 Part I I Li ne 43 Other Functi onal Expenses
Total Program
Expenses Ser vi ce
S S
Mgt
&
Fund-
General Rai si ng
S
EXPENSES
COMMUNTY
SERVCES
EVENT ANDPROGRAMSUPPLIES
OTHER PROFESSIONAL FEES
DUES ANDSUBSCRPTIONS
MSCELLANEOUS
TOTAL
509
42 775
260 205
7 553
3 774
314 816
509
1 858
8 112
775
1 445
12 699
38 454
236 395
5 031
2 156
282 036
Statement 6 - Form
990
Part
I V , Li ne
54
- I nvestments i n
Securi t i es
End of
Year
103,219
285,606
85 545
140 466
35 144
649 980
Descri pti on
US AND
STATE
GOVERNMENT
COMMON
STOCKS
US .
TREASURY BONDS
CORPORATE STOCK
EXCELSIOR ST GOVT SECFUND
EXCELSIORMDCAP VALUE
EXCELSIOR
BLENDEDEQUTY
EXCELSIOR
LARGE CAP GROW
565 240
Statement
7
Form990 Part I V Li ne 58 - Other Assets
Begi nni ng
of
Year
4,120
7 954
39 974
52 048
End
of
Year
1 308
2 663
39 975
43 946
Descri pti on
INTEREST RECEIVABLE
OTHER
RECEIVABLES
LEADERSHP ACADEMY - HELD
ASSETS
TOTAL
5- 7
1NE
P WkeEducat i on
Par t ner shi p
58-1518182
Feder al
Statements
FYE
6/ 30/ 2004
Descri pt i on
Begi nni ng
of Year
239 880
325 360
2 4
15 69
1 74
1
20 08
Basi s
of
Val uat i on
MARKET
MARKET
MARKET
MARKET
MARKET
MARKET
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8/9/2019 WEP 990 2004 581518182_200406_990
23/30
WEP WakeEducati on Par t nershi p
58-1518182
FYE 6/ 30/ 2004
Federal
Statements
Statement
8
Form990 Par t
V
L i s t of Of f i cers Di rectors
Trustees
and Key Empl oyee
s
Average
Name
T i t l e Hrs
Comp
NANCY ANDREW
Benefi ts
Expenses Address
Ci t y
State
Zi p
0 0 4006 E CHAPEL HLL-NELSONHW RESEARCHTRANGLE PARK
NC 27709
BOARDMEMBERASR
0 0 1 HANNOVER
SQUARE STE 201
RALEIGHNC 27601
8
0
KENNETHBLACK
0
W
E
BLACKBURN
JOHNBOLING
ROBERT BRANCH
0
E GORDONBROWN JR
0
LUTHER CHERRY
MARTY CLAYTON
ROBN
COSTELLO
MARTYE EARP
0
SOFIA
FRANKOWSK
MCHAEL GALLAGHER
LYNNE
GARRSON
BENAMN
GOLDSTEIN
M ANTHONY
HABT
31 570
ROBERT HATLEY
STEPHEN JONES
JEFFREY LEE
BOARDMEMBER
ASR
0 3412 LANDOR ROAD RALEIGHNC 27609
BOARDMEMBERASR
0
PO
BOX
27131
RALEIGH
NC
27611
BOARDMEMBER
ASR
0 2516
ASHLEY
COURT RALEIGH
NC 27607
BOARD
MEMBER
ASR
0 SAS
CAMPUS
DRVE
CARY NC
27513
BOARD
MEMBER
ASR
0 1005
HGH
HOUSE ROAD
GARY NC 27511
BOARDMEMBERASR
0 POBOX13010 MS:D16-02-0E2
RESEARCHTRANGLE PARK NC
27709
BOARDMEMBER
ASR
0 3600
WAKE
FOREST ROAD
RALEIGH
NC 27611
BOARD
MEMBER
ASR
0 3000 SPRNGFOREST ROAD
RALEIGHNC 27616
BOARD
MEMBER
ASR
0 9308 HOMETOWN
DRVE
RALEIGHNC 27615
BOARDMEMBERASR
0
1122 OBERLIN
ROAD
RALEIGHNC 27605
BOARD
MEMBER
ASR
0 0 2600
ROCK
QUARRY ROAD
RALEIGH
NC 27603
BOARD
MEMBER
ASR
0 0 1135
KLDARE
FARM
SUTE 110
CARY NC
27511
BOARD
MEMBER
ASR
0 0 POBOX2291 DURHAMNC 27702
BOARD
MEMBER
ASR
0 0 PO
BOX
33068 RALEIGHNC 27636
PREV
PRESID
40
4 452 0
706
HLLSBOROUGH
ST SUTE
RALEIGHNC 27603
BOARD
MEMBER
ASR
0 0 3605
GLENWOODAVENUE
RALEIGHNC 27612
BOARD
MEMBER
ASR
-
8/9/2019 WEP 990 2004 581518182_200406_990
