Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

990 FY2010

VIEWS: 2 PAGES: 49

									          TAX ANALYSTS
          400 SOUTH MAPLE AVENUE
          FALLS CHURCH, VA 22046

          DEAR CLIENT,

          ENCLOSED ARE THE ORIGINAL AND ONE COPY OF YOUR INCOME TAX RETURNS
          FOR THE PERIOD ENDED JUNE 30, 2011 FOR:

          TAX ANALYSTS AS FOLLOWS...
              2010   990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX
              2010   SCHEDULE A - PUBLIC CHARITY STATUS AND PUBLIC SUPPORT
              2010   SCHEDULE D - SUPPLEMENTAL FINANCIAL STATEMENTS
              2010   SCHEDULE J - COMPENSATION INFORMATION
              2010   SCHEDULE K - SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS
              2010   SCHEDULE O - SUPPLEMENTAL INFORMATION TO FORM 990 OR 990EZ
              2010   990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN
              2010   8879-EO - IRS E-FILE SIGNATURE AUTHORIZATION

          EACH ORIGINAL SHOULD BE DATED, SIGNED AND FILED IN ACCORDANCE WITH
          THE FILING INSTRUCTIONS. THE COPY SHOULD BE RETAINED FOR YOUR FILES.


          VERY TRULY YOURS,



          JEFFERY CAPRON, CPA
          ARONSON LLC




XL14813.000
                                  INSTRUCTIONS FOR FILING
                                       TAX ANALYSTS
                     FORM 8879-EO - IRS E-FILE SIGNATURE AUTHORIZATION
                            FOR THE PERIOD ENDED JUNE 30, 2011

                                 *************************

         SIGNATURE...
              THE ORIGINAL IRS E-FILE SIGNATURE AUTHORIZATION FORM SHOULD BE
              SIGNED (USE FULL NAME) AND DATED BY THE TAXPAYER.

         FILING...
              RETURN YOUR SIGNED FORM 8879-EO TO:

                                        ARONSON LLC
                              805 KING FARM BLVD., 3RD FLOOR
                                    ROCKVILLE MD 20850

         PAYMENT OF TAX...
            NO PAYMENT OF TAX IS REQUIRED.

         TO DOCUMENT THE TIMELY FILING OF YOUR TAX RETURN(S), WE SUGGEST THAT
         YOU OBTAIN AND RETAIN PROOF OF MAILING. PROOF OF MAILING CAN BE
         ACCOMPLISHED BY SENDING THE TAX RETURN(S) BY REGISTERED OR CERTIFIED
         MAIL (METERED BY THE U.S. POSTAL SERVICE) OR THROUGH THE USE OF AN IRS
         APPROVED DELIVERY METHOD PROVIDED BY AN IRS DESIGNATED PRIVATE
         DELIVERY SERVICE.
         FORM 8879-EO SERVES AS A REPLACEMENT FOR YOUR SIGNATURE THAT WOULD BE
         AFFIXED TO FORM 990 IF YOU PAPER FILED YOUR RETURN.
         PLEASE DO NOT SEPARATELY FILE FORM 990 WITH THE INTERNAL REVENUE
         SERVICE. DOING SO WILL DELAY THE PROCESSING OF YOUR RETURN.
         WE MUST RECEIVE YOUR SIGNED FORM BEFORE WE CAN ELECTRONICALLY
         TRANSMIT YOUR RETURN WHICH IS DUE ON FEBRUARY 15, 2012. WE
         WOULD APPRECIATE YOUR RETURNING THIS FORM AS SOON AS POSSIBLE
         AS THIS WILL EXPEDITE THE PROCESSING OF YOUR RETURN. THE INTERNAL
         REVENUE SERVICE WILL NOTIFY US WHEN YOUR RETURN IS ACCEPTED.
         YOUR RETURN IS NOT CONSIDERED FILED UNTIL THE INTERNAL REVENUE
         SERVICE CONFIRMS THEIR ACCEPTANCE, WHICH MAY OCCUR AFTER THE DUE
         DATE OF YOUR RETURN.




XL14813.000
*************************
                                  INSTRUCTIONS FOR FILING
                                       TAX ANALYSTS
                       FORM 990T - EXEMPT ORGANIZATION BUSINESS RETURN
                            FOR THE PERIOD ENDED JUNE 30, 2011

                                 *************************

         SIGNATURE...
            THE ORIGINAL RETURN SHOULD BE SIGNED (USING FULL NAME AND TITLE)
            AND DATED ON PAGE 2 BY AN AUTHORIZED OFFICER OF THE ORGANIZATION.


         FILING...
            THE SIGNED RETURN SHOULD BE FILED ON OR BEFORE MAY 15, 2012
            WITH...

                                DEPARTMENT OF THE TREASURY
                              INTERNAL REVENUE SERVICE CENTER
                                   OGDEN, UT 84201-0027

         PAYMENT OF TAX...
            NO PAYMENT OF TAX IS REQUIRED.

         TO DOCUMENT THE TIMELY FILING OF YOUR TAX RETURN(S), WE SUGGEST THAT
         YOU OBTAIN AND RETAIN PROOF OF MAILING. PROOF OF MAILING CAN BE
         ACCOMPLISHED BY SENDING THE TAX RETURN(S) BY REGISTERED OR CERTIFIED
         MAIL (METERED BY THE U.S. POSTAL SERVICE) OR THROUGH THE USE OF AN IRS
         APPROVED DELIVERY METHOD PROVIDED BY AN IRS DESIGNATED PRIVATE
         DELIVERY SERVICE.
                                 *************************




XL14813.000
                                                             IRS e-file Signature Authorization
      Form   8879-EO                                           for an Exempt Organization
                                                                                                                                                        OMB No. 1545-1878

                                    For calendar year 2010, or fiscal year beginning   07/01   , 2010, and ending    06/30           , 20   11
      Department of the Treasury
      Internal Revenue Service
                                                              I   Do not send to the IRS. Keep for your records.
                                                                             I
                                                                            See instructions on back.
                                                                                                                                                            ¾´
                                                                                                                                                           ˵
      Name of exempt organization                                                                                                    Employer identification number

      TAX ANALYSTS                                                                                                                    23-7073182
      Name and title of officer

      CHRISTOPHER BERGIN, PRESIDENT
      Part I         Type of Return and Return Information (Whole Dollars Only)
      Check the box for the return for which you are using this Form 8879-E0 and enter the applicable amount, if any, from the
      return. If you check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this
      form was blank, then leave line 1b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if you entered
       -0- on the return, then enter -0- on the applicable line below. Do not complete more than 1 line in Part I.
      1a     Form 990 check here         IX                                                                        mm
                                                                                                                  mm
                                                      b Total revenue, if any (Form 990, Part VIII, column (A), line 12)                    1b            23527110.
      2a     Form 990-EZ check here       I               b Total revenue, if any (Form 990-EZ, line 9)      mmmmmm
                                                                                                            mmmmmm                          2b
      3a     Form 1120-POL check here      I                  b Total tax (Form 1120-POL, line 22)           mmmmmm
                                                                                                            mmmmmmm m
                                                                                                                                            3b
      4a     Form 990-PF check here       I              b Tax based on investment income (Form 990-PF, Part VI, line 5)                    4b
      5a     Form 8868 check here        I                                                                       mmm
                                                                                                                mmm
                                                       b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c)                       5b

      Part II        Declaration and Signature Authorization of Officer
      Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's
      2010 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true,
      correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's
      electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the
      organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the
      transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize
      the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial
      institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return,
      and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial
      Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions
      involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and
      resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's
      electronic return and, if applicable, the organization's consent to electronic funds withdrawal.


      Officer's PIN: check one box only
           X     I authorize       ARONSON LLC                                                     to enter my PIN             2 0 8 5 0                  as my signature
                                                            ERO firm name                                                     Enter five numbers, but
                                                                                                                              do not enter all zeros

                 on the organization's tax year 2010 electronically filed return. If I have indicated within this return that a copy of the return
                 is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the
                 aforementioned ERO to enter my PIN on the return's disclosure consent screen.

                 As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2010 electronically
                 filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating
                 charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen.

      Officer's signature
      Part III
                            I
                     Certification and Authentication
                                                                                                                       Date   I11/16/2011

      ERO's EFIN/PIN. Enter your six-digit electronic filing identification
      number (EFIN) followed by your five-digit self-selected PIN.                                                         5 2 9 8 1 0 2 7 5 6 5
                                                                                                                                       do not enter all zeros
      I certify that the above numeric entry is my PIN, which is my signature on the 2010 electronically filed return for the organization
      indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File
      (MeF) Information for Authorized IRS e-file Providers for Business Returns.

      ERO's signature   I                                                                                           Date   I11/17/2011
                                                      ERO Must Retain This Form - See Instructions
                                             Do Not Submit This Form To the IRS Unless Requested To Do So
      For Paperwork Reduction Act Notice, see back of form.                                                                                        Form   8879-EO     (2010)




JSA


         14239L 3947
0E1676 2.000
                                       6/19/2012                 1:47:09 PM               V 10-8.3                            27565                               PAGE 1
                                                                                                                                                                                                                OMB No. 1545-0047


    Form                                 ½
                                        ½´                                     Return of Organization Exempt From Income Tax
                                                                      Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung                                                      ¾´
                                                                                                                                                                                                                   ˵
                                                                                                  benefit trust or private foundation)                                                                           Open to Public
    Department of the Treasury
    Internal Revenue Service

    A For the 2010 calendar year, or tax year beginning
                                                                               I The organization may have to use a copy of this return to satisfy state reporting requirements.
                                                                                                                                  07/01 , 2010, and ending                                         06/30 , 20 11
                                                                                                                                                                                                                    Inspection


                                                         C Name of organization                                                                                            D Employer identification number
    B                  Check if applicable:
                                                            TAX ANALYSTS                                                                                                         23-7073182
                                     Address
                                     change                Doing Business As
                                     Name change           Number and street (or P.O. box if mail is not delivered to street address)               Room/suite             E Telephone number

                                     Initial return         400 SOUTH MAPLE AVENUE                                                                                         (703 ) 533-4400
                                     Terminated            City or town, state or country, and ZIP + 4
                                     Amended                                                                                                                               G Gross receipts $
                                     return
                                                            FALLS CHURCH, VA 22046                                                                                                                             39,743,437.
                                     Application          F Name and address of principal officer:             CHRISTOPHER BERGIN                                          H(a) Is this a group return for         Yes X No
                                     pending                                                                                                                                      affiliates?
                                                              ,                                                                                                            H(b) Are all affiliates included?            Yes       No
     I                      X 501(c)(3)
                                   Tax-exempt status:

                                                      I
                                                                                           501(c) (        )
                                                                                                               J   (insert no.)         4947(a)(1) or          527                If "No," attach a list. (see instructions)

    J Website:      WWW.TAX.ORG
    K Form of organization: X Corporation                                                 Trust          Association        Other   I
                                                                                                                                                                           H(c) Group exemption number
                                                                                                                                                         L Year of formation:    1971
                                                                                                                                                                                                                 I
                                                                                                                                                                                            M State of legal domicile:           DC
     Part I     Summary
                                    1        Briefly describe the organization's mission or most significant activities:
                                             EDUCATIONAL - PUBLISHING AND FOSTERING TAX POLICY DEBATE. FREEDOM
         Activities & Governance




                                             OF INFORMATION - ENSURING THE DISCLOSURE OF TAX INFORMATION
                                             TO THE PUBLIC.
                                    2        Check this box         I          if the organization discontinued its operations or disposed of more than 25% of its net assets.
                                    3                                                             mmmmmmmmmmmm
                                                                                                 mmmmmmmmmmmm
                                             Number of voting members of the governing body (Part VI, line 1a)                                                                                    3                             11.
                                    4                                                                  mmmmmmmmm
                                                                                                      mmmmmmmmm
                                             Number of independent voting members of the governing body (Part VI, line 1b)                                                                        4                             10.
                                    5                                                                mmmmmmmmmm
                                                                                                    mmmmmmmmmm
                                             Total number of individuals employed in calendar year 2010 (Part V, line 2a)                                                                         5                            200.
                                    6                                                      mmmmmmmmmmmmmmmm
                                                                                          mmmmmmmmmmmmmmmm
                                             Total number of volunteers (estimate if necessary)                                                                                                   6

                                                                                                 mmmmmmmmmmmm
                                                                                                mmmmmmmmmmmmm
                                                                                                                                                                                                                    -111,880.
                                                                                                    mmmmmmmmmm
                                                                                                   mmmmmmmmmmm
                                    7a       Total gross unrelated business revenue from Part VIII, column (C), line 12                                                                          7a
                                      b      Net unrelated business taxable income from Form 990-T, line 34                                                                                      7b                 -111,880.
                                                                                                                                                                            Prior Year                         Current Year
                                    8                                                   mmmmmmmmmmmm
                                                                                       mmmmmmmmmmmmm 22,058,594.
                                             Contributions and grants (Part VIII, line 1h)                        0.                                                                                                    0.
                                                                                        mmmmmmmmmmmm
                                                                                       mmmmmmmmmmmmm -45,717.
         Revenue




                                    9        Program service revenue (Part VIII, line 2g)                                                                                                                      22,252,181.
                                   10                                                         mmmmmmmm
                                                                                             mmmmmmmmm -121,407.
                                             Investment income (Part VIII, column (A), lines 3, 4, and 7d)                                                                                                      1,386,809.
                                   11
                                   12
                                                                                                   mmmmmm
                                                                                                  mmmmmm 21,891,470.
                                             Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
                                                                                                      mmmm
                                                                                                       mmm
                                             Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
                                                                                                                                                                                                                 -111,880.
                                                                                                                                                                                                               23,527,110.
                                   13                                                           mmmmmmm
                                                                                               mmmmmmmm
                                             Grants and similar amounts paid (Part IX, column (A), lines 1-3)     0.                                                                                                    0.
                                   14                                                         mmmmmmmm
                                                                                             mmmmmmmmm 14,118,320.
                                             Benefits paid to or for members (Part IX, column (A), line 4)        0.                                                                                                    0.
                                   15                                                                  mmm
                                                                                                      mmmm
                                             Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)                                                                                 14,580,365.
                                                                                               mmmmmmmm
                                                                                              mmmmmmmmm
         Expenses




                                   16 a      Professional fundraising fees (Part IX, column (A), line 11e)        0.                                                                                                    0.

                                   17
                                                                                            I mmmmmmmm 7,239,317.
                                         b Total fundraising expenses (Part IX, column (D), line 25)  0.
                                                                                               mmmmmmmm 21,357,637.
                                             Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f)                                                                                                       5,972,772.

                                                                                            mmmmmmmmmm 533,833.
                                                                                           mmmmmmmmmm
                                   18        Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)                                                                                         20,553,137.
                                   19        Revenue less expenses. Subtract line 18 from line 12    mmmmm
                                                                                                    mmmmm                                                                                                       2,973,973.
     Fund Balances
     Net Assets or




                                                                                                                                                                     Beginning of Current Year                   End of Year
                                   20        Total assets (Part X, line 16)         mmmmmmmmmmmmmmmm 32,946,260.
                                                                                   mmmmmmmmmmmmmmmm 54,288,615.                                                                                                59,190,298.
                                   21
                                   22
                                             Total liabilities (Part X, line 26)     mmmmmmmmmmmmmmm
                                                                                    mmmmmmmmmmmmmmmm 21,342,355.
                                                                                              mmmmmmmmm
                                                                                             mmmmmmmmm
                                             Net assets or fund balances. Subtract line 21 from line 20
                                                                                                                                                                                                               32,798,795.
                                                                                                                                                                                                               26,391,503.
      Part II                                         Signature Block
         Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
         correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

              Sign
              Here                               M      Signature of officer                                                                                                        Date


                                                 M      Type or print name and title
                                               Print/Type preparer's name                                 Preparer's signature                          Date                    Check if                     PTIN
    Paid
                                                                                                                                                    I P00082778                 self-
                                                                                                                                                                                employed
    Preparer
    Use Only Firm's name                                          I   ARONSON LLC                                                                  I37-1611326             Firm's EIN

                                               Firm's address     I   805 KING FARM BLVD., 3RD FLOOR ROCKVILLE, MD 20850
    May the IRS discuss this return with the preparer shown above? (see instructions)
                                                                                                                                                    301-231-6200
                                                                                                                                          mmmmmmmmmmmm
                                                                                                                                         mmmmmmmmmmmm X
                                                                                                                                                                           Phone no.

                                                                                                                                                                                                                   Yes           No
    For Paperwork Reduction Act Notice, see the separate instructions.                                                                                                                                           Form    990 (2010)
    JSA
0E1010 1.000
                                        14239L 3947 6/19/2012                                1:47:09 PM                 V 10-8.3                               27565                                                           PAGE 2
      Form 990 (2010)                                                                               23-7073182                                 Page 2
      Part III      Statement of Program Service Accomplishments
                    Check if Schedule O contains a response to any question in this Part III    mmmmmmmmmmmm
                                                                                               mmmmmmmmmmmm
      1 Briefly describe the organization's mission:
           ATTACHMENT 1



      2 Did the organization undertake any significant program services during the year which were not listed on
        the prior Form 990 or 990-EZ?         mmmmmmmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmmmmmmm
        If "Yes," describe these new services on Schedule O.
                                                                                                                                  Yes         X No

      3 Did the organization cease conducting, or make significant changes in how it conducts, any program
        services?        mmmmmmmmmmmmmmmmmmmmmmmmmmmm
                        mmmmmmmmmmmmmmmmmmmmmmmmmmmm
        If "Yes," describe these changes on Schedule O.
                                                                                                                              Yes             X No

      4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses.
        Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and
        allocations to others, the total expenses, and revenue, if any, for each program service reported.


      4a (Code:                 ) (Expenses $      17,655,912.   including grants of $                   ) (Revenue $       22,252,181.   )
            ATTACHMENT 2




      4b (Code:                 ) (Expenses $                     including grants of $                  ) (Revenue $                     )
          TAX ANALYSTS PURSUED LITIGATION AGAINST THE INTERNAL REVENUE
          SERVICE. THIS LITIGATION RESULTED IN THE ONGOING RELEASE OF
          GOVERNMENT INSTRUCTION REGARDING APPLICATION OF THE TAX LAW. THIS
          RESULT WILL IMPROVE TAX ADMINISTRATION AND INCREASE TRANSPARENCY
          FOR U.S. TAXPAYERS.
          IN ADDITION, TAX ANALYSTS CONDUCTED "OPEN TO THE PUBLIC" TAX
          POLICY DISCUSSIONS (ROUND TABLES) FOR FEDERAL, STATE, AND
          INTERNATIONAL TAXATION, EXPERT PANELISTS LED THE DISCUSSIONS WITH
          ATTENDANCE RANGING TO THOSE FROM THE MEDIA, GOVERNMENT, AND
          PRIVATE INDUSTRY TO EXPRESS DIFFERING POINTS OF VIEW AND IDEAS.


      4c (Code:                 ) (Expenses $                    including grants of $                   ) (Revenue $                     )




      4d Other program services. (Describe in Schedule O.)
         (Expenses $                  including grants of $                          ) (Revenue $                       )
      4e Total program service expenses         I   17,655,912.
                                                                                                                                  Form   990   (2010)
JSA

0E1020 1.000
               14239L 3947 6/19/2012                1:47:09 PM           V 10-8.3                     27565                                   PAGE 3
    Form 990 (2010)                                                                                           23-7073182                             Page 3
     Part IV           Checklist of Required Schedules
                                                                                                                                               Yes     No


                                           mmmmmmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmmmmmmm
       1       Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"
                                                                                                                                         1       X
                                                                 mmmm
                                                                mmmmm
               complete Schedule A
       2       Is the organization required to complete Schedule B, Schedule of Contributors? (see instructions)                         2             X

                                                       mmmmmmmmmmmmm
                                                      mmmmmmmmmmmmmm
       3       Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
               candidates for public office? If "Yes," complete Schedule C, Part I                                                       3             X

                                                          mmmmmmmmmmm
                                                         mmmmmmmmmmm
       4       Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
               election in effect during the tax year? If "Yes," complete Schedule C, Part II                                            4             X
       5       Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,

                         mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                        mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
               assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
               Part III                                                                                                                  5             X
       6       Did the organization maintain any donor advised funds or any similar funds or accounts where donors have

                                                 mmmmmmmmmmmmmmmmmmmmmmm
                                                mmmmmmmmmmmmmmmmmmmmmmmm
               the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"
               complete Schedule D, Part I                                                                                               6             X

                                                                     mmmmm
                                                                    mmmmm
       7       Did the organization receive or hold a conservation easement, including easements to preserve open space,
               the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II                      7             X

                                                  mmmmmmmmmmmmmmmmmmmmmmm
                                                 mmmmmmmmmmmmmmmmmmmmmmm
       8       Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
               complete Schedule D, Part III                                                                                             8             X
       9       Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part

                                                   mmmmmmmmmmmmmmmmmmmmmmm
                                                  mmmmmmmmmmmmmmmmmmmmmmm
               X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes,"
               complete Schedule D, Part IV                                                                                              9             X
               Did the organization, directly or through a related organization, hold assets in term, permanent, or
                                                           mmmmmmmmmmmmmmm
                                                          mmmmmmmmmmmmmmmm
     10
               quasi-endowments? If "Yes," complete Schedule D, Part V                                                                  10             X
     11        If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI,
               VII, VIII, IX, or X as applicable.
           a   Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete

           b
               Schedule D, Part VI      mmmmmmmmmmmmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmmmmmmmmmmmm
               Did the organization report an amount for investments—othersecurities in Part X, line 12 that is 5% or more
                                                                                                                                        11a      X


           c
                                                          mmmmmmmm
                                                         mmmmmmmmm
               of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
               Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more
                                                                                                                                        11b      X


           d
                                                          mmmmmmmm
                                                         mmmmmmmmm
               of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
               Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets
                                                                                                                                        11c      X


           e
                                                     mmmmmmmmmmmmm
                                                    mmmmmmmmmmmmm
               reported in Part X, line 16? If "Yes," complete Schedule D, Part IX
               Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
                                                                                                                                        11d
                                                                                                                                        11e
                                                                                                                                                 X
                                                                                                                                                 X
           f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
                                                                                   mmm
                                                                                  mmm
               the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X   11f      X

                                                              mmmmmmmmmmmmmmmmmmm
                                                             mmmmmmmmmmmmmmmmmmmm
     12 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"
          complete Schedule D, Parts XI, XII, and XIII                                                                                  12a      X

                                                                              mmmmmm
                                                                             mmmmmm
        b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if
                                                                                                                                        12b            X
                                                                                mmmmm
                                                                               mmmmm
               the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
                                                                                                                                         13            X
                                                                             mmmmmm
                                                                            mmmmmmm
     13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
     14 a Did the organization maintain an office, employees, or agents outside of the United States?                                   14a            X

                                                                                     m
                                                                                     m
        b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
          business, and program service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV             14b            X

                                                                                  mmm
                                                                                 mmmm
     15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any
          organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV                      15             X

                                                                               mmmmm
                                                                              mmmmmm
     16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance
          to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV                             16             X

                                                                               mmmmm
                                                                              mmmmmm
     17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services
          on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)                             17             X

                                                                    mmmmmmmmmmmmmm
                                                                   mmmmmmmmmmmmmm
     18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on
          Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II                                                            18             X

                                                            mmmmmmmmmmmmmmmmmmmmm
                                                           mmmmmmmmmmmmmmmmmmmmm
     19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
                                                                                                                                         19            X
                                                                          mmmmmmmm
                                                                         mmmmmmmmm
          If "Yes," complete Schedule G, Part III
     20 a Did the organization operate one or more hospitals? If "Yes," complete Schedule H                                             20a            X

                                                                                    mm
                                                                                   mmm
        b If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form
          990 filers that operate one or more hospitals must attach audited financial statements (see instructions)                     20b
    JSA                                                                                                                                 Form   990 (2010)
0E1021 1.000
               14239L 3947 6/19/2012                     1:47:09 PM            V 10-8.3                         27565                             PAGE 4
    Form 990 (2010)                                                                              23-7073182                                        Page 4
     Part IV          Checklist of Required Schedules (continued)
                                                                                                                                             Yes     No

    21         Did the organization report more than $5,000 of grants and other assistance to governments and organizations
                                                                                                 mmmmmm
                                                                                                mmmmmm
               in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
               Did the organization report more than $5,000 of grants and other assistance to individuals in the United States
                                                                                                                                      21             X

                                                                                           mmmmmmmmmmm
                                                                                          mmmmmmmmmmm
    22
               on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III                                         22             X
    23         Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the
               organization's current and former officers, directors, trustees, key employees, and highest compensated

    24 a
               employees? If "Yes," complete Schedule J     mmmmmmmmmmmmmmmmmmm
                                                           mmmmmmmmmmmmmmmmmmmm
               Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
                                                                                                                                      23       X

               $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
                                                           mmmmmmmmmmmmmmm
                                                          mmmmmmmmmmmmmmm
               through 24d and complete Schedule K. If “No,” go to line 25                                                            24a      X
          b                                                            mmm
                                                                      mmmm
               Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?                      24b            X
          c    Did the organization maintain an escrow account other than a refunding escrow at any time during the year
               to defease any tax-exempt bonds?     mmmmmmmmmmmmmmmmmmmmm
                                                   mmmmmmmmmmmmmmmmmmmmmm                                                             24c            X
       d                                                               mmm
                                                                      mmmm
               Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?                24d            X
    25 a       Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction
                                                                 mmmmmmmmm
                                                                mmmmmmmmmm
               with a disqualified person during the year? If "Yes," complete Schedule L, Part I                                      25a            X
          b    Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
               year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
                                                    mmmmmmmmmmmmmmmmmmmmm
                                                   mmmmmmmmmmmmmmmmmmmmmm
               If "Yes," complete Schedule L, Part I                                                                                  25b            X
    26         Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
                                                                        m
               disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II
               Did the organization provide a grant or other assistance to an officer, director, trustee, key employee,
                                                                                                                                      26             X
    27
               substantial contributor, or a grant selection committee member, or to a person related to such an individual?
                                                      mmmmmmmmmmmmmmmmmmmmm
                                                     mmmmmmmmmmmmmmmmmmmmm
               If "Yes," complete Schedule L, Part III                                                                                27             X
    28         Was the organization a party to a business transaction with one of the following parties (see Schedule L,
               Part IV instructions for applicable filing thresholds, conditions, and exceptions):
          a                                              mmmm
                                                         mmmm
               A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV                28a            X
          b    A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete
               Schedule L, Part IV mmmmmmmmmmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmmmmmmmmmm                                                                          28b            X
          c    An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)
                                                         mmmm
                                                        mmmmm
               was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV                 28c
                                                                                                                                      29
                                                                                                                                                     X
                                                                                                                                                     X
    29         Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M
    30         Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
                                        mmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmm
               conservation contributions? If "Yes," complete Schedule M
               Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
                                                                                                                                      30             X

                       mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
    31
               Part I                                                                                                                 31             X
               Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"
                               mmmmmmmmmmmmmmmmmmmmmmm
                              mmmmmmmmmmmmmmmmmmmmmmmm
    32
               complete Schedule N, Part II                                                                                           32             X
               Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
                                             mmmmmmmmmm
                                            mmmmmmmmmmm
    33
               sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I                                              33             X
               Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Parts II, III,
                           mmmmmmmmmmmmmmmmmmmmmmmmmm
                          mmmmmmmmmmmmmmmmmmmmmmmmmmm
    34
               IV, and V, line 1                                                                                                      34             X
    35
          a
                                                 mmmmmmm
                                                mmmmmmm
               Is any related organization a controlled entity within the meaning of section 512(b)(13)?
               Did the organization receive any payment from or engage in any transaction with a
                                                                                                                                      35             X

               controlled entity within the meaning of section 512(b)(13)?     If "Yes," complete Schedule R,

    36
               Part V, line 2 mmmmmmmmmmmmmmmmmmmmmm
                             mmmmmmmmmmmmmmmmmmmmmmm
               Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
                                                                                                                       Yes     X No

                                            mmmmmmmmmmmmm
                                           mmmmmmmmmmmmmm
               related organization? If "Yes," complete Schedule R, Part V, line 2
               Did the organization conduct more than 5% of its activities through an entity that is not a related organization
                                                                                                                                      36             X
    37
               and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R,
               Part VI  mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                       mmmmmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                  37             X
    38
                                         mmmmmmmmmmmm
                                        mmmmmmmmmmmmm
               Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and
               19? Note. All Form 990 filers are required to complete Schedule O.                                                     38       X
                                                                                                                                      Form   990 (2010)



    JSA

0E1030 1.000
               14239L 3947 6/19/2012                1:47:09 PM         V 10-8.3                    27565                                        PAGE 5
    Form 990 (2010)                                                                      23-7073182                                                              Page 5
                       Statements Regarding Other IRS Filings and Tax Compliance
     Part V
                                                                                            mmmmmmmmmmm
                                                                                           mmmmmmmmmmmm
                       Check if Schedule O contains a response to any question in this Part V
                                                                                                                                                           Yes     No

      1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable  mmmmm
                                                                                       mmmmm       38           1a
                                                                                         mmmm
                                                                                        mmmmm
        b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable           0
        c Did the organization comply with backup withholding rules for reportable payments to vendors and
                                                                                                                1b

          reportable gaming (gambling) winnings to prize winners?                 mmmmmmmmmmmmmmmm
                                                                                 mmmmmmmmmmmmmmmm X
      2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
                                                                                                                                                    1c


                                                                                              m   200
          Statements, filed for the calendar year ending with or within the year covered by this return
                                                                                                      X
                                                                                                                2a
        b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?                            2b
          Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
      3 a Did the organization have unrelated business gross income of $1,000 or more during the year?                       mmmmm
                                                                                                                            mmmmm                   3a       X
        b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O                 mmmmmm
                                                                                                                          mmmmmmm
      4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority
                                                                                                                                                    3b       X

          over, a financial account in a foreign country (such as a bank account, securities account, or other financial
          account)?         mmmmmmmmmmmmmmmmmmmmmmmmmmmm
                            mmmmmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                           4a             X
                                       I
        b If “Yes,” enter the name of the foreign country:
          See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
                                                        mmmm
                                                        mmmm
      5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
        b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
                                                                                                                                                    5a
                                                                                                                                                    5b
                                                                                                                                                                   X
                                                                                                                                                                   X
                                             mmmmmmmmmmmmmm
                                            mmmmmmmmmmmmmm
        c If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
      6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the
                                                                                                                                                    5c


                                               mmmmmmmmmmmmm
                                              mmmmmmmmmmmmm
          organization solicit any contributions that were not tax deductible?
        b If "Yes," did the organization include with every solicitation an express statement that such contributions or
                                                                                                                                                    6a             X

                                   mmmmmmmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmmmmmmm
          gifts were not tax deductible?
      7 Organizations that may receive deductible contributions under section 170(c).
                                                                                                                                                    6b

        a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
          and services provided to the payor?        mmmmmmmmmmmmmmmmmmmmm
                                                    mmmmmmmmmmmmmmmmmmmmmm                                                                          7a             X
                                                                      mmmmmm
                                                                     mmmmmm
        b If "Yes," did the organization notify the donor of the value of the goods or services provided?                                           7b

                                                  mmmmmmmmmmmmmmmmmmmmmmm
                                                 mmmmmmmmmmmmmmmmmmmmmmmm
        c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
          required to file Form 8282?                                                                                                               7c             X
                                                              mmmmmmmm
                                                             mmmmmmmm
        d If "Yes," indicate the number of Forms 8282 filed during the year                                     7d
          e
          f
                                                                          mm
                                                                           m
               Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
               Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
                                                                                                                                                    7e
                                                                                                                                                    7f
                                                                                                                                                                   X
                                                                                                                                                                   X
          g
          h
                                                                           m
                                                                          mm
               If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
               If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
                                                                                                                                                    7g
                                                                                                                                                    7h
      8        Sponsoring organizations maintaining donor advised funds and section 509(a)(3)                  supporting
               organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring

      9        Sponsoring organizations maintaining donor advised funds.
                                                                               mmmmmmmmmmm
                                                                              mmmmmmmmmmmm
               organization, have excess business holdings at any time during the year?                                                              8

          a                                                                    mmmmmmmmmmm
                                                                              mmmmmmmmmmmm
               Did the organization make any taxable distributions under section 4966?                                                              9a

    10
          b                                                                         mmmmmmmm
                                                                                   mmmmmmmm
               Did the organization make a distribution to a donor, donor advisor, or related person?
               Section 501(c)(7) organizations. Enter:
                                                                                                                                                    9b

          a                                                                  mmmmmmm
                                                                            mmmmmmm
               Initiation fees and capital contributions included on Part VIII, line 12                    10a

    11
          b                                                                          mm
                                                                                    mm
               Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
         Section 501(c)(12) organizations. Enter:
                                                                                                           10b

       a Gross income from members or shareholders                    mmmmmmmmmmmmm
                                                                     mmmmmmmmmmmmm
       b Gross income from other sources (Do not net amounts due or paid to other sources
                                                                                                    11a

         against amounts due or received from them.)                 mmmmmmmmmmmmm
                                                                    mmmmmmmmmmmmmm                  11b
    12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?                                 12a

    13
                                                                                    mm
                                                                                   mmm
       b If "Yes," enter the amount of tax-exempt interest received or accrued during the year
            Section 501(c)(29) qualified nonprofit health insurance issuers.
                                                                                                    12b


                                                                                  mmmmmmmmm
                                                                                 mmmmmmmmm
          a Is the organization licensed to issue qualified health plans in more than one state?
            Note. See the instructions for additional information the organization must report on Schedule O.
                                                                                                                                                    13a

          b Enter the amount of reserves the organization is required to maintain by the states in which
                                                                   mmmmmmmmmm
                                                                  mmmmmmmmmm
            the organization is licensed to issue qualified health plans                                    13b
          c Enter the amount of reserves on hand             mmmmmmmmmmmmmmm
                                                            mmmmmmmmmmmmmmmm                                13c
                                                                             mmmmmm
                                                                            mmmmmmm
                                                                                 mmm
                                                                                mmm
    14 a Did the organization receive any payments for indoor tanning services during the tax year?
       b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
                                                                                                                                                    14a
                                                                                                                                                    14b
                                                                                                                                                                   X

    JSA
0E1040 1.000                                                                                                                                        Form   990 (2010)
                14239L 3947 6/19/2012                     1:47:09 PM            V 10-8.3                         27565                                        PAGE 6
    Form 990 (2010)                                                                              23-7073182                                          Page 6
     Part VIGovernance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and
            for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in
            Schedule O. See instructions.
            Check if Schedule O contains a response to any question in this Part VI                               mmmmmmmm
                                                                                                                 mmmmmmmm
                                                                                                                 X
    Section A. Governing Body and Management
                                                                                                                                               Yes     No

                                                            mmm
                                                           mmm      11                                                     1a
                                                            mmm
                                                           mmm
      1a Enter the number of voting members of the governing body at the end of the tax year
                                                                    10
        b Enter the number of voting members included in line 1a, above, who are independent                               1b


                                                  mmmmmmmmmmmmmmmm
                                                 mmmmmmmmmmmmmmmmm
      2   Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
          any other officer, director, trustee, or key employee?                                                                         2            X

                                                                    m
                                                                   mm
      3   Did the organization delegate control over management duties customarily performed by or under the direct
                                                                                                                                         3            X
                                                                 mmm
                                                                mmm
          supervision of officers, directors or trustees, or key employees to a management company or other person?
                                                                                                                                         4            X
                                                                  mm
                                                                 mmm
      4   Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
                                                                                                                                         5            X
                                                   mmmmmmmmmmmmmmmm
                                                  mmmmmmmmmmmmmmmm
      5   Did the organization become aware during the year of a significant diversion of the organization's assets?
      6   Does the organization have members or stockholders?                                                                            6            X

                                         mmmmmmmmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmmmmmmmm
      7a Does the organization have members, stockholders, or other persons who may elect one or more members
                                                                                                                                        7a            X
                                                                   mm
                                                                  mm
          of the governing body?
        b Are any decisions of the governing body subject to approval by members, stockholders, or other persons?                       7b            X
      8   Did the organization contemporaneously document the meetings held or written actions undertaken during

                                     mmmmmmmmmmmmmmmmmmmmmmmmm
                                    mmmmmmmmmmmmmmmmmmmmmmmmmm
          the year by the following:
                                                                                                                                        8a      X
                                                    mmmmmmmmmmm
                                                   mmmmmmmmmmmm
        a The governing body?
        b Each committee with authority to act on behalf of the governing body?                                                         8b      X
      9
                                                          mmmmmm
                                                         mmmmmm
          Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at
          the organization's mailing address? If "Yes," provide the names and addresses in Schedule O                                    9            X
    Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
                                                                                                                                               Yes     No

                                           mmmmmmmmmmmmm
                                          mmmmmmmmmmmmm
     10 a Does the organization have local chapters, branches, or affiliates?                                                           10a           X

                                                      mmmmm
                                                     mmmmm
        b If "Yes," does the organization have written policies and procedures governing the activities of such chapters,
          affiliates, and branches to ensure their operations are consistent with those of the organization?                            10b
     11 a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the
          form?        mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                    11a     X

                                                  mmmmmmmm
                                                 mmmmmmmm
        b Describe in Schedule O the process, if any, used by the organization to review this Form 990.
     12 a Does the organization have a written conflict of interest policy? If "No," go to line 13                                      12a     X

                           mmmmmmmmmmmmmmmmmmmmmmmmmm
                          mmmmmmmmmmmmmmmmmmmmmmmmmmm
        b Are officers, directors or trustees, and key employees required to disclose annually interests that could give
          rise to conflicts?                                                                                                            12b     X
        c Does the organization regularly and consistently monitor and enforce compliance with the policy?           If "Yes,"
                                  mmmmmmmmmmmmmmmmmmmm
                                 mmmmmmmmmmmmmmmmmmmm
          describe in Schedule O how this is done                                                                                       12c     X
     13                                 mmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmm
          Does the organization have a written whistleblower policy?                                                                    13            X
     14                                         mmmmmmmmm
                                               mmmmmmmmm
          Does the organization have a written document retention and destruction policy?                                               14      X
     15   Did the process for determining compensation of the following persons include a review and approval by
          independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
                                                                           mmmmmmmmmmm
                                                                          mmmmmmmmmmmm
        a The organization's CEO, Executive Director, or top management official                                                        15a     X
        b Other officers or key employees of the organization        mmmmmmmmmmmmmmmmm
                                                                    mmmmmmmmmmmmmmmmm
          If "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.)
                                                                                                                                        15b     X

     16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
          with a taxable entity during the year?      mmmmmmmmmmmmmmmmmmmmm
                                                     mmmmmmmmmmmmmmmmmmmmm                                                              16a           X
        b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate

                                                                                        mmmmmmmmmmmm
                                                                                       mmmmmmmmmmmm
          its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard
          the organization's exempt status with respect to such arrangements?                                                           16b
    Section C. Disclosure
     17
     18
                                                                                        I
               List the states with which a copy of this Form 990 is required to be filedVA,
               Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only)
               available for public inspection. Indicate how you make these available. Check all that apply.
                X Own website           X Another's website          X Upon request
     19        Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest
               policy, and financial statements available to the public.
     20        State the name, physical address, and telephone number of the person who possesses the books and records of the
                            I
               organization: FORREST MAROVELLI CFO 400 S. MAPLE AVE., 4TH FLOOR FALLS CHURCH, VA 22046
                            703-533-4400
    JSA                                                                                                                                 Form   990 (2010)
0E1042 1.000
               14239L 3947 6/19/2012                1:47:09 PM         V 10-8.3                      27565                                          PAGE 7
Form 990 (2010)                                                                        23-7073182                                                                                                                              Page 7
Part VII          Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees,
                  and Independent Contractors
                  Check if Schedule O contains a response to any question in this Part VII                                                                                        mmmmmmmmmm
                                                                                                                                                                                 mmmmmmmmmmm
Section A.        Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.
      %List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
      %
      %
       List all of the organization's current key employees, if any. See instructions for definition of "key employee."
       List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
      %List all of the organization's former officers, key employees, and highest compensated employees who received more than
$100,000 of reportable compensation from the organization and any related organizations.
      %List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of
the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual             trustees                  or directors;                                                      institutional             trustees;   officers;   key employees;     highest
compensated employees; and former such persons.
        Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
                          (A)                              (B)                                                            (C)                                                        (D)                (E)               (F)
                      Name and Title                    Average           Position (check all that apply)                                                                        Reportable         Reportable        Estimated
                                                        hours per                                                                                                              compensation       compensation        amount of
                                                                        or director
                                                                        Individual trustee

                                                                                             Institutional trustee

                                                                                                                     Officer

                                                                                                                               Key employee

                                                                                                                                              employee
                                                                                                                                              Highest compensated

                                                                                                                                                                    Former
                                                          week                                                                                                                      from           from related          other
                                                           (describe                                                                                                                 the          organizations     compensation
                                                           hours for                                                                                                            organization    (W-2/1099-MISC)        from the
                                                            related
                                                        organizations
                                                                                                                                                                             (W-2/1099-MISC)                         organization
                                                         in Schedule                                                                                                                                                 and related
                                                               O)                                                                                                                                                   organizations

      (1) CHRISTOPHER BERGIN
        PRESIDENT                                         40.00                X                                     X                                                            313,158.                     0.            8,212.
      (2) MARTIN LOBEL ESQ
        CHAIRMAN                                            1.00               X                                                                                                           0.                  0.                   0.
      (3) EDWARD W ERICKSON
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (4) THOMAS L EVANS
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (5) LARRY R LANGDON
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (6) RICHARD G LARSEN
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (7) MICHAEL J MURPHY
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (8) PAMELA F OLSON
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
      (9) DEBORAH H SCHENK
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
  (10) ARTHUR W WRIGHT
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
  (11) ERIC M ZOLT
        DIRECTOR                                            1.00               X                                                                                                           0.                  0.                   0.
  (12) FORREST MAROVELLI
        CHIEF FINANCIAL OFFICER                           40.00                                                      X                                                            189,637.                     0.            3,278.
  (13) WENDY HARRIS
        SECRETARY                                         40.00                                                      X                                                            115,306.                     0.            5,639.
  (14) DAVID BRUNORI
        VP EDITORIAL                                      40.00                                                                 X                                                 212,040.                     0.           13,528.
  (15) ROBERT CAULFIELD
        VP SALES & MARKETING                              40.00                                                                 X                                                 149,058.                     0.           10,504.
  (16) LEE SHEPPARD
        WRITER                                            40.00                                                                                   X                               183,500.                     0.            3,177.
JSA                                                                                                                                                                                                                 Form   990 (2010)
0E1041 1.000
               14239L 3947 6/19/2012             1:47:09 PM                      V 10-8.3                                                                                       27565                                        PAGE 8
Form 990 (2010)                                                                    23-7073182                                                                                                                               Page 8
Part VII          Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees(continued)
                           (A)                                (B)                                                   (C)                                                       (D)                 (E)                 (F)
                       Name and title                      Average           Position (check all that apply)                                                              Reportable          Reportable          Estimated
                                                                                                                                                                        compensation        compensation          amount of




                                                                         or director
                                                                         Individual trustee
                                                                                              trustee
                                                                                              Institutional
                                                                                                              Officer

                                                                                                                        Key employee

                                                                                                                                       employee
                                                                                                                                       Highest compensated

                                                                                                                                                             Former
                                                          hours per
                                                              week                                                                                                           from            from related            other
                                                          (describe                                                                                                           the           organizations       compensation
                                                          hours for                                                                                                      organization     (W-2/1099-MISC)          from the
                                                           related                                                                                                                                               organization
                                                                                                                                                                      (W-2/1099-MISC)
                                                        organizations                                                                                                                                            and related
                                                        in Schedule O)                                                                                                                                          organizations


(17) MARTIN SULLIVAN
     WRITER                                               40.00                                                                             X                             156,286.                      0.              3,022.
(18) JEFF COTRELL
     SALES EXECUTIVE                                      40.00                                                                             X                             132,822.                      0.                      0.
(19)


(20)


(21)


(22)


(23)


(24)


(25)


(26)


(27)


(28)


 1b    Sub-total    mmmmmmmmmmmmmmmmmmm
                   mmmmmmmmmmmmmmmmmmmI                                                           1,451,807.                                                                                            0.            47,360.
   c
                          mmmmmmmmmmmmmm
                         mmmmmmmmmmmmmmI
                                 mmmmmmm
                                  mmmmmmI
       Total from continuation sheets to Part VII, Section A
                                                                                                  1,451,807.                                                                                            0.            47,360.
                         m
   d   Total (add lines 1b and 1c)
 2     Total number of individuals (including but not limited to those listed above) who received more than $100,000 in
                               I
       reportable compensation from the organization                       8
                                                                                                                                                                                                                      Yes    No
 3     Did the organization list any former officer, director or trustee, key employee, or highest compensated
       employee on line 1a? If "Yes," complete Schedule J for such individual                                            mmmmmmmmmmmmm
                                                                                                                        mmmmmmmmmmmmm                                                                           3               X
 4     For any individual listed on line 1a, is the sum of reportable compensation and other compensation from

                    mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                   mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
       the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
       individual                                                                                                                                                                                               4      X
 5
                                          mmmmmmmm
                                         mmmmmmmm
    Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
    for services rendered to the organization? If "Yes," complete Schedule J for such person
 Section B. Independent Contractors
                                                                                                                  5                                                                                                             X

 1 Complete this table for your five highest compensated independent contractors that received more than $100,000                                                                                                     of
    compensation from the organization.
                                            (A)                                                                                                                                  (B)                            (C)
                                  Name and business address                                                                                                            Description of services              Compensation
 ATTACHMENT 3



 2     Total number of independent contractors (including but not limited to those listed above) who received
       more than $100,000 in compensation from the organization             1                 I                                                                                                                Form   990   (2010)
JSA

0E1050 1.000
               14239L 3947 6/19/2012              1:47:09 PM                        V 10-8.3                                                                             27565                                          PAGE 9
      Form 990 (2010)                                                                                                                                  23-7073182                                     Page 9
         Part VIII                                    Statement of Revenue
                                                                                                                                        (A)                  (B)             (C)                 (D)
                                                                                                                                  Total revenue          Related or       Unrelated            Revenue
                                                                                                                                                           exempt         business        excluded from tax
                                                                                                                                                          function         revenue         under sections
                                                                                                                                                          revenue                         512, 513, or 514

                                                                              mmmm
                                                                             mmmm                      1a
                                                                             mmmm
                                                                            mmmmm
                                          1a      Federated campaigns
      Contributions, gifts, grants
      and other similar amounts




                                                                                                       1b
                                                                             mmmm
                                                                            mmmmm
                                              b   Membership dues
                                                                                                       1c
                                                                              mmmm
                                                                             mmmm
                                              c   Fundraising events
                                                                                                       1d
                                                                                 m
                                                                                 m
                                              d   Related organizations
                                              e   Government grants (contributions)                    1e


                                                                                 m
                                              f   All other contributions, gifts, grants,
                                                  and similar amounts not included above               1f
                                              g
                                              h   Total. Add lines 1a-1f      mmmmmmmmm
                                                                             mmmmmmmmmmI
                                                  Noncash contributions included in lines 1a-1f:       $
                                                                                                                                                  0.
               Program Service Revenue




                                                                                                                 Business Code
                                          2a      PRINT PUBLICATION REVENUE                                      511190               3,654,174.           3,654,174.
                                              b   ELECTRONIC DATABASES REVENUE                                   519130              17,892,475.          17,892,475.
                                              c CD-ROM AND DVD REVENUE                                           511190                 362,432.              362,432.
                                              d   OTHER PUBLICATION REVENUE                                      511190                 310,728.              310,728.




                                                                    mmmmmmmmm
                                                                   mmmmmmmmmm
                                              e   OTHER PROGRAM SERVICE REVENUE                                                          32,372.                32,372.
                                              f
                                              g                         mm
                                                                       mmm    I
                                                  All other program service revenue
                                                  Total. Add lines 2a-2f                                                             22,252,181.


                                                                    mmmmmmmmm
                                                                   mmmmmmmmmm
                                          3       Investment income (including dividends, interest, and
                                                  other similar amounts)
                                                                             m
                                                                            mmI                                                         632,055.                                                  632,055.
                                          4
                                                                mmmmmmmmmmmm
                                                               mmmmmmmmmmmmm  I
                                                  Income from investment of tax-exempt bond proceeds                                              0.
                                          5       Royalties                   I                (i) Real           (ii) Personal
                                                                                                                                                  0.


                                                                 mmmm
                                                                mmmm
                                                                    m
                                                                   mm
                                          6a      Gross Rents                                     765,391.


                                                                     mmmmmmmmm
                                                                    mmmmmmmmm
                                              b   Less: rental expenses                           877,271.


                                                                     m
                                                  Rental income or (loss)                       -111,880.

                                                                              I
                                              c
                                              d   Net rental income or (loss)                                                          -111,880.                             -111,880.
                                                                                            (i) Securities         (ii) Other
                                          7a      Gross amount from sales of
                                                  assets other than inventory                 16,093,810.


                                                                        mm
                                                                       mm
                                              b   Less: cost or other basis


                                                                     mmmmmmmmmmm
                                                                    mmmmmmmmmmmm
                                                  and sales expenses                          15,339,056.


                                                                       mm
                                                                      mmm
                                                  Gain or (loss)                                  754,754.

                                                                                I
                                              c
                                              d   Net gain or (loss)                                                                    754,754.                                                  754,754.
             Other Revenue




                                          8a      Gross       income       from       fundraising
                                                  events (not including $


                                                                             mmmmm
                                                                            mmmmmm
                                                  of contributions reported on line 1c).


                                                                              mmmmm mmmm
                                                                             mmmmm mmmm
                                                  See Part IV, line 18                                       a
                                                  Less: direct expenses
                                                                                       I
                                              b                                                b
                                              c   Net income or (loss) from fundraising events                                                    0.


                                                                             mmmmm
                                                                            mmmmmm
                                          9a      Gross income from gaming activities.
                                                  See Part IV, line 19
                                                                              mmmmmmmmm
                                                                             mmmmmmmmmm
                                                                                                             a
                                                  Less: direct expenses
                                                                                       I
                                              b                                                              b
                                              c   Net income or (loss) from gaming activities                                                     0.


                                                                               mmmm
                                                                              mmmmm
                                         10a      Gross sales of       inventory,               less
                                                  returns and allowances
                                                                               mmmmmmmmm
                                                                              mmmmmmmmm
                                                                                                             a
                                                  Less: cost of goods sold
                                                                                       I
                                              b                                                b
                                              c   Net income or (loss) from sales of inventory                                                    0.
                                                          Miscellaneous Revenue                  Business Code

                                         11a
                                              b


                                                                           mmmmmmmmmm
                                                                          mmmmmmmmmmm
                                              c
                                              d
                                              e
                                                  All other revenue
                                                  Total. Add lines 11a-11d    mmmmmmmm
                                                                             mmmmmmmmm
                                                                               mmm
                                                                                mmm   I                                                           0.
                                         12       Total revenue. See instructions     I                                              23,527,110.          22,252,181.        -111,880.
                                                                                                                                                                                         Form
                                                                                                                                                                                                1,386,809.
                                                                                                                                                                                                990   (2010)
JSA

0E1051 2.000
                                          14239L 3947 6/19/2012                                 1:47:09 PM                V 10-8.3                      27565                                    PAGE 10
    Form 990 (2010)                                                                         23-7073182                                       Page 10
     Part IX          Statement of Functional Expenses
                                      Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
                    All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
      Do not include amounts reported on lines 6b,                 (A)                   (B)                   (C)                     (D)
                                                             Total expenses        Program service       Management and            Fundraising
      7b, 8b, 9b, and 10b of Part VIII.                                               expenses           general expenses           expenses


                                                    m
                                                    m
      1      Grants and other assistance to governments and
             organizations in the U.S. See Part IV, line 21                     0.

                                                mmmmm
                                               mmmmm
      2      Grants and other assistance to individuals in
             the U.S. See Part IV, line 22                                      0.
      3      Grants and other assistance to governments,
             organizations, and individuals outside the
             U.S. See Part IV, lines 15 and 16    mmmm
                                                 mmmm                           0.
      4      Benefits paid to or for members     mmmm
                                                mmmmm                           0.

                                                mmmmm
                                               mmmmm
      5      Compensation of current officers, directors,
             trustees, and key employees                               1,173,258.      1,014,714.            158,544.
      6      Compensation not included above, to disqualified


                                    mmm
                                    mmm
             persons (as defined under section 4958(f)(1))      and
             persons described in section 4958(c)(3)(B)                        0.
      7                         mmmmmm
                               mmmmmm
             Other salaries and wages                                 11,148,854.      9,776,416.         1,372,438.
      8
                                    mmm
                                    mmm
             Pension plan contributions    (include section 401(k)
                                                                         259,635.        208,930.             50,705.
                                mmmmmm
                               mmmmmm
             and section 403(b) employer contributions)
                                                                       1,126,236.        906,288.            219,948.
                           mmmmmmmmm
                           mmmmmmmmm
      9      Other employee benefits
    10       Payroll taxes                                               872,382.        768,686.            103,696.
    11       Fees for services (non-employees):


                         mmmmmmmmmm
                        mmmmmmmmmmm
                                                                                0.
                             mmmmmmmm
                            mmmmmmmmm
          a Management
                                                                          165,838.        33,332.            132,506.
                           mmmmmmmmm
                          mmmmmmmmm
          b Legal
                                                                          146,445.                           146,445.
          c Accounting
          d Lobbying       mmmmmmmmm
                          mmmmmmmmmm                                            0.
                                                                                0.
                                   mmmm
                                  mmmmm
          e Professional fundraising services. See Part IV, line 17
          f Investment management fees                                          0.
                         mmmmmmmmmm
                        mmmmmmmmmmm                                             0.
                                 mmmmm
                                mmmmmm
          g Other
                                                                          166,849.       166,849.
                             mmmmmmmm
                            mmmmmmmm
    12       Advertising and promotion
                                                                                0.
                                mmmmmm
                               mmmmmmm
    13       Office expenses
    14       Information technology                                             0.
    15       Royalties    mmmmmmmmmm
                         mmmmmmmmmm
                           mmmmmmmmm
                          mmmmmmmmm
                                                                                0.
                                                                                0.
                         mmmmmmmmmm
                        mmmmmmmmmmm
    16       Occupancy
    17       Travel                                                       149,962.       149,518.                   444.
    18       Payments of travel or entertainment expenses
             for any federal, state, or local public officials                 0.
                                   mm
                                  mm                                           0.
                          mmmmmmmmmm
                         mmmmmmmmmm
    19       Conferences, conventions, and meetings
             Interest                                                  1,200,485.      1,031,392.            169,093.
                              mmmmmm
                             mmmmmmm
    20
                                                                               0.
                                   mm
                                  mm
    21       Payments to affiliates
    22       Depreciation, depletion, and amortization                 1,069,363.        918,630.            150,733.
    23
    24
             Insurance
             Other
                          mmmmmmmmmm
                           mmmmmmmmm
                      expenses. Itemize   expenses    not   covered
                                                                          68,928.                             68,928.

             above (List miscellaneous expenses in line 24f. If
             line 24f amount exceeds 10% of line 25, column
             (A) amount, list line 24f expenses on Schedule O.)

          a POSTAGE AND DELIVERY                                         379,957.        378,893.               1,064.
          b PRINTING & OTHER PUBLISHING                                1,059,043.      1,059,043.
          c OTHER EXPENSES                                               165,133.         24,455.            140,678.
          d PUBLIC INTEREST & EDUCATION                                  117,333.        117,333.
          e EQUIPMENT AND MAINTENANCE                                    225,364.        193,598.            31,766.
          f All other expenses                                         1,058,072.        907,835.           150,237.
    25       Total functional expenses. Add lines 1 through 24f       20,553,137.     17,655,912.         2,897,225.                              0.
    26      Joint Costs. Check here         I     if following
            SOP 98-2 (ASC 958-720). Complete this line
            only if the organization reported in column


    JSA
            (B) joint costs from a combined educational
            campaign and fundraising solicitation         mmm
                                                          mmm                                                                      Form   990 (2010)
0E1052 1.000
               14239L 3947 6/19/2012                         1:47:09 PM    V 10-8.3            27565                                       PAGE 11
      Form 990 (2010)                                                                                                                        23-7073182                            Page 11
      Part X                                    Balance Sheet
                                                                                                                                                       (A)                   (B)
                                                                                                                                                Beginning of year         End of year
                                      1     Cash - non-interest-bearing         mmmmmmmmmmmmm
                                                                               mmmmmmmmmmmmmm                                                      4,184,607. 1           3,091,026.
                                      2     Savings and temporary cash investments   mmmmmmmmm
                                                                                     mmmmmmmmmm                                                                     2
                                      3     Pledges and grants receivable, net     mmmmmmmmmmm
                                                                                  mmmmmmmmmmmm                                                                      3
                                      4
                                      5
                                            Accounts receivable, net           mmmmmmmmmmmmmm
                                                                              mmmmmmmmmmmmmm
                                            Receivables from current and former officers, directors, trustees, key
                                                                                                                                                       914,817.     4        933,685.

                                            employees, and highest compensated employees. Complete Part II of

                                      6
                                            Schedule L      mmmmmmmmmmmmmmmmmm
                                                           mmmmmmmmmmmmmmmmmm
                                            Receivables from other disqualified persons (as defined under section 4958(f)(1)),     persons
                                                                                                                                                                    5

                                            described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of

                                                                                           mmm
                                                                                          mmmm
                                            section 501(c)(9) voluntary employees' beneficiary organizations (see instructions)                                     6
                                                                                 mmmmmmmmmmmm
                                                                                mmmmmmmmmmmmm
       Assets




                                      7   Notes and loans receivable, net                                                                                           7
                                      8   Inventories for sale or use          mmmmmmmmmmmmmm
                                                                              mmmmmmmmmmmmmm                                                                        8
                                      9
                                     10 a
                                          Prepaid expenses and deferred charges
                                          Land, buildings, and equipment: cost or
                                                                                    mmmmmmmmmm
                                                                                   mmmmmmmmmm                                                                       9

                                          other basis. Complete Part VI of Schedule D 10a              28,315,907.

                                     11
                                                                          mmm
                                                                           mmm
                                                                        mmmmmmmmmmmm
                                                                       mmmmmmmmmmmmm
                                        b Less: accumulated depreciation
                                          Investments - publicly traded securities
                                                                                               10b      8,051,415.                                21,168,025. 10c
                                                                                                                                                  15,477,998. 11
                                                                                                                                                                         20,264,492.
                                                                                                                                                                         22,097,359.
                                     12                                       mmmmmmm
                                                                             mmmmmmmm
                                          Investments - other securities. See Part IV, line 11                                                                      12
                                     13                                        mmmmmmm
                                                                              mmmmmmm
                                          Investments - program-related. See Part IV, line 11                                                                       13
                                     14   Intangible assets       mmmmmmmmmmmmmmmm
                                                                 mmmmmmmmmmmmmmmmm                                                                                  14
                                     15                                 mmmmmmmmmmmm
                                                                       mmmmmmmmmmmm
                                          Other assets. See Part IV, line 11                                                                      12,543,168.       15   12,803,736.
                                     16                                           mmmmm
                                                                                 mmmmm
                                          Total assets. Add lines 1 through 15 (must equal line 34)                                               54,288,615.       16   59,190,298.
                                     17                                    mmmmmmmmmm
                                                                          mmmmmmmmmm
                                          Accounts payable and accrued expenses                                                                    1,515,750.       17    1,726,604.
                                     18   Grants payable         mmmmmmmmmmmmmmmmm
                                                                mmmmmmmmmmmmmmmmm                                                                                   18
                                     19   Deferred revenue        mmmmmmmmmmmmmmmm
                                                                  mmmmmmmmmmmmmmmm                                                                 6,376,472.       19    6,656,139.
                                     20
                                     21
                                          Tax-exempt bond liabilities mmmmmmmmmmmmm
                                                                     mmmmmmmmmmmmmm
                                          Escrow or custodial account liability. Complete Part IV of Schedule D
                                                                                                                                                  15,320,000.       20
                                                                                                                                                                    21
                                                                                                                                                                         15,225,000.
       Liabilities




                                     22   Payables to current and former officers, directors, trustees, key
                                          employees, highest compensated employees, and disqualified persons.
                                          Complete Part II of Schedule L        mmmmmmmmmmmm
                                                                               mmmmmmmmmmmmm                                                                  22
                                     23                                                     mmm
                                                                                           mmmm
                                          Secured mortgages and notes payable to unrelated third parties                                                      23
                                     24                                                   mmmm
                                                                                         mmmmm
                                          Unsecured notes and loans payable to unrelated third parties                                             6,730,000. 24          6,315,000.
                                     25                                               mmmmmmmm
                                                                                     mmmmmmmm
                                          Other liabilities. Complete Part X of Schedule D                                                         3,004,038. 25          2,876,052.
                                     26                                            mmmmmmmmmm
                                                                                  mmmmmmmmmm
                                          Total liabilities. Add lines 17 through 25                                                              32,946,260. 26         32,798,795.

                                          lines 27 through 29, and lines 33 and 34.
                                                                                      I
                                          Organizations that follow SFAS 117, check here           X and complete
       Net Assets or Fund Balances




                                     27     Unrestricted net assets          mmmmmmmmmmmmmm
                                                                            mmmmmmmmmmmmmmm                                                       21,342,355. 27         26,391,503.
                                     28     Temporarily restricted net assets   mmmmmmmmmmmm
                                                                               mmmmmmmmmmmm                                                                         28
                                     29     Permanently restricted net assets   mmmmmmmmmmmm
                                                                               mmmmmmmmmmmm                                                                         29

                                            complete lines 30 through 34.
                                                                                        I
                                            Organizations that do not follow SFAS 117, check here                                 and

                                     30                                               mmmmmmmm
                                                                                     mmmmmmmm
                                            Capital stock or trust principal, or current funds                                                                30
                                     31                                                    mmmm
                                                                                          mmmm
                                            Paid-in or capital surplus, or land, building, or equipment fund                                                  31
                                     32                                                       mm
                                                                                             mm
                                            Retained earnings, endowment, accumulated income, or other funds                                                  32
                                     33     Total net assets or fund balances   mmmmmmmmmmmm
                                                                               mmmmmmmmmmmm                                                       21,342,355. 33         26,391,503.
                                     34                                             mmmmmmmmm
                                                                                   mmmmmmmmm
                                            Total liabilities and net assets/fund balances                                                        54,288,615. 34         59,190,298.
                                                                                                                                                                          Form 990 (2010)




JSA

0E1053 1.000
                                          14239L 3947 6/19/2012                       1:47:09 PM               V 10-8.3                        27565                             PAGE 12
                                                                                             23-7073182
Form 990 (2010)                                                                                                                          Page 12
Part XI           Reconciliation of Net Assets
                                                               mmmmmmmmmmmX
                                                              mmmmmmmmmmmm
                  Check if Schedule O contains a response to any question in this Part XI

                                                        mmmmmmmmmmmmm
                                                       mmmmmmmmmmmmm     23,527,110.                                     1
                                                        mmmmmmmmmmmmm
                                                       mmmmmmmmmmmmm
1       Total revenue (must equal Part VIII, column (A), line 12)
                                                                         20,553,137.                                     2
                                                      mmmmmmmmmmmmmm
                                                     mmmmmmmmmmmmmm
2       Total expenses (must equal Part IX, column (A), line 25)
                                                                          2,973,973.                                     3
                                                                  mmmm
                                                                 mmmm
3       Revenue less expenses. Subtract line 2 from line 1
                                                                         21,342,355.                                     4
                                                            mmmmmmmmm
                                                           mmmmmmmmm
4       Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
5                                                                         2,075,175.
        Other changes in net assets or fund balances (explain in Schedule O)                                             5


                       mmmmmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmmmmmm
6       Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33,
        column (B))                                                                                                      6
                                                                         26,391,503.
Part XII          Financial Statements and Reporting
                                                                mmmmmmmmmmm
                                                               mmmmmmmmmmm
                  Check if Schedule O contains a response to any question in this Part XII
                                                                                                                                    Yes     No
1       Accounting method used to prepare the Form 990:                 Cash      X Accrual            Other
        If the organization changed its method of accounting from a prior year or checked "Other," explain in
        Schedule O.
2a                                                                                                     mmmm
                                                                                                      mmmm
        Were the organization's financial statements compiled or reviewed by an independent accountant?                      2a              X
 b
 c
        Were the organization's financial statements audited by an independent accountant?        mmmmmmmm
                                                                                                 mmmmmmmm
        If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of
                                                                                                                             2b      X

                                                                                                         mm
                                                                                                        mmm
        the audit, review, or compilation of its financial statements and selection of an independent accountant?
        If the organization changed either its oversight process or selection process during the tax year, explain in
                                                                                                                             2c      X

        Schedule O.
    d   If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were
        issued on a separate basis, consolidated basis, or both:
          X Separate basis                Consolidated basis           Both consolidated and separate basis
3a      As a result of a federal award, was the organization required to undergo an audit or audits as set forth in

    b
        the Single Audit Act and OMB Circular A-133?      mmmmmmmmmmmmmmmmmm
                                                         mmmmmmmmmmmmmmmmmmm
        If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the
                                                                                                                             3a              X

        required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.             3b
                                                                                                                             Form   990    (2010)




JSA

0E1054 1.000
          14239L 3947 6/19/2012                 1:47:09 PM         V 10-8.3                      27565                               PAGE 13
      SCHEDULE A                                                                                                                                           OMB No. 1545-0047
      (Form 990 or 990-EZ)                      Public Charity Status and Public Support
                                              Complete if the organization is a section 501(c)(3) organization or a section
                                                                4947(a)(1) nonexempt charitable trust.
                                                                                                                                                               ¾´
                                                                                                                                                              ˵
                                                 I                                                I
      Department of the Treasury
                                                                                                                                                             Open to Public
      Internal Revenue Service                         Attach to Form 990 or Form 990-EZ.              See separate instructions.                              Inspection
      Name of the organization                                                                                                        Employer identification number
      TAX ANALYSTS                                                                                       23-7073182
      Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions.
      The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
       1       A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
       2       A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)
       3       A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
       4       A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the
               hospital's name, city, and state:
       5       An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
               section 170(b)(1)(A)(iv). (Complete Part II.)
       6       A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
       7       An organization that normally receives a substantial part of its support from a governmental unit or from the general public
               described in section 170(b)(1)(A)(vi). (Complete Part II.)
       8       A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
       9 X An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross
               receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its
               support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
               acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
      10       An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
      11       An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the
               purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section
               509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.
               a         Type I           b       Type II            c         Type III - Functionally integrated   d   Type III - Other
         e     By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified
               persons other than foundation managers and other than one or more publicly supported organizations described in section
               509(a)(1) or section 509(a)(2).
         f     If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting

         g
               organization, check this box     mmmmmmmmmmmmmmmmmmmmmmmmm
                                                mmmmmmmmmmmmmmmmmmmmmmmmmm
               Since August 17, 2006, has the organization accepted any gift or contribution from any of the
               following persons?
               (i) A person who directly or indirectly controls, either alone or together with persons described in (ii)              Yes No
                     and (iii) below, the governing body of the supported organization?    mmmmmmmmmm
                                                                                          mmmmmmmmmmm                        11g(i)
               (ii) A family member of a person described in (i) above?               mmmmmmmmmmmmmm
                                                                                     mmmmmmmmmmmmmmm                         11g(ii)


         h
               (iii) A 35% controlled entity of a person described in (i) or (ii) above?
               Provide the following information about the supported organization(s).
                                                                                          mmmmmmmmmmm
                                                                                         mmmmmmmmmmm                         11g(iii)


            (i) Name of supported           (ii) EIN           (iii) Type of organization     (iv) Is the        (v) Did you notify       (vi) Is the      (vii) Amount of
                 organization                                   (described on lines 1-9     organization in      the organization      organization in          support
                                                                  above or IRC section      col. (i) listed in      in col. (i) of    col. (i) organized
                                                                                            your governing
                                                                   (see instructions) )       document?            your support?         in the U.S.?
                                                                                            Yes         No        Yes        No        Yes        No

      (A)

      (B)

      (C)

      (D)

      (E)


      Total
      For Paperwork Reduction Act Notice, see the Instructions for                                                                         Schedule A (Form 990 or 990-EZ) 2010
      Form 990 or 990-EZ.


JSA
0E1210 3.000
               14239L 3947 6/19/2012                   1:47:09 PM            V 10-8.3                               27565                                             PAGE 14
    Schedule A (Form 990 or 990-EZ) 2010                                                  23-7073182                           Page 2
     Part II    Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
                (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under
                Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
    Section A. Public Support
    Calendar year (or fiscal year beginning in)          I         (a) 2006       (b) 2007   (c) 2008      (d) 2009          (e) 2010         (f) Total

      1        Gifts,   grants,    contributions, and
               membership fees received. (Do not
               include any "unusual grants.")    mmm
                                                mmm
      2        Tax revenues levied for the organization's

                           mmmmmmmm
                          mmmmmmmm
               benefit and either paid to or expended on
               its behalf

      3        The value of services or facilities

                                               mmm
                                              mmmm
               furnished by a governmental unit to the

                                               mmm
                                              mmmm
               organization without charge
      4        Total. Add lines 1 through 3
      5        The portion of total contributions by each
               person (other than a governmental unit or
               publicly supported organization) included


                                               mmm
                                              mmmm
               on line 1 that exceeds 2% of the amount
               shown on line 11, column (f)
      6        Public support. Subtract line 5 from line 4.
    Section B. Total Support

                                       mmmmI
    Calendar year (or fiscal year beginning in)                    (a) 2006       (b) 2007   (c) 2008      (d) 2009          (e) 2010         (f) Total
      7
      8
               Amounts from line 4         m
                                        mmmmm
               Gross income from interest, dividends,
               payments received on securities loans,

                         mmmmmmmm
                        mmmmmmmmm
               rents, royalties and income from similar
               sources

      9        Net income from unrelated business

                                        mmmmm
                                       mmmmm
               activities, whether or not the business
               is regularly carried on

    10         Other income. Do not include gain or

                         mmmmm
                       mmmmmm
               loss from the sale of capital assets

                                      mm
               (Explain in Part IV.)


                                                      mmmmmmmmmmmmm
                                                    mmmmmmmmmmmmm
    11         Total support. Add lines 7 through 10
    12         Gross receipts from related activities, etc. (see instructions)                                          12
    13
                                           mmmmmmmmmmmmmmmmmmmmmmm
                                         mmmmmmmmmmmmmmmmmmmmmmmI
               First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
               organization, check this box and stop here
    Section C. Computation of Public Support Percentage
                                                                mmmm
                                                               mmmm
    14 Public support percentage for 2010 (line 6, column (f) divided by line 11, column (f))               14                                            %
                                                          mmmmmmmmm
                                                         mmmmmmmmmm
    15 Public support percentage from 2009 Schedule A, Part II, line 14                                     15
    16a 33 1/3 % support test - 2010. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check
                                                                                                                                                          %

                                                                 mmmmmmmmmm
                                                                mmmmmmmmmmI
        this box and stop here. The organization qualifies as a publicly supported organization
      b 33 1/3 % support test - 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3 % or more,
                                                                   mmmmmmmmI
                                                                  mmmmmmmmm
        check this box and stop here. The organization qualifies as a publicly supported organization
    17a 10%-facts-and-circumstances test - 2010. If the organization did not check a box on line 13, 16a or 16b, and line 14 is 10%
        or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in
        Part IV how the organization meets the "facts-and-circumstances” test. The organization qualifies as a publicly supported
        organization           mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
                              mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
      b 10%-facts-and-circumstances test - 2009. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
        15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
        Explain in Part IV how the organzation meets the "facts-and-circumstances" test. The organization qualifies as a publicly
        supported organization     mmmmmmmmmmmmmmmmmmmmmmmmmmmI
                                  mmmmmmmmmmmmmmmmmmmmmmmmmmmm
    18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
        instructions           mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI
                              mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
                                                                                                                      Schedule A (Form 990 or 990-EZ) 2010




    JSA

0E1220 1.000
                14239L 3947 6/19/2012                       1:47:09 PM           V 10-8.3               27565                                    PAGE 15
    Schedule A (Form 990 or 990-EZ) 2010                                               23-7073182                                                                Page 3
     Part III Support Schedule for Organizations Described in Section 509(a)(2)
              (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II.
              If the organization fails to qualify under the tests listed below, please complete Part II.)
    Section A. Public Support

      1
          Calendar year (or fiscal year beginning in)
               Gifts, grants, contributions, and membership fees
                                                                    I      (a) 2006       (b) 2007      (c) 2008        (d) 2009            (e) 2010       (f) Total


               received. (Do not include any "unusual grants.")
      2        Gross receipts from admissions, merchandise
               sold   or    services   performed,    or    facilities
               furnished in any activity that is related to the


      3
               organization's tax-exempt purpose          mmm
                                                         mmm
               Gross receipts from activities that are not an
                                                                           21,865,479.    22,341,609.   22,601,725.     21,999,625.         22,219,813.   111,028,251.




      4
               unrelated trade or business under section 513
               Tax revenues levied for the organization's
                                                            m                 147,812.        98,557.       37,429.          58,969.            32,372.        375,139.


               benefit and either paid to or expended on


      5
               its behalf
               The    value
                              mmmmmmmm
                             mmmmmmmm
                                  of   services     or    facilities
               furnished by a governmental unit to the
               organization without charge           mmm
                                                    mmmm
      6        Total. Add lines 1 through 5          mmm
                                                    mmmm                   22,013,291.    22,440,166.   22,639,154.     22,058,594.         22,252,185.   111,403,390.


                                                       mm
                                                      mm
      7 a Amounts included on lines 1, 2, and 3
          received from disqualified persons
        b Amounts included on lines 2 and 3
          received from other than disqualified
          persons that exceed the greater of
                   mmmmmmm
                 mmmmmmmm
          $5,000 or 1% of the amount on line 13

                         mmmmm
                        mmmmmm
          for the year                                                      9,286,216.     9,376,811.    9,700,515.      9,739,707.          9,795,956.    47,899,205.
       c Add lines 7a and 7b                                                9,286,216.     9,376,811.    9,700,515.      9,739,707.          9,795,956.    47,899,205.


                mmmmmmmm
               mmmmmmmmm
      8 Public support (Subtract line 7c from
               line 6.)                                                                                                                                    63,504,185.
    Section B. Total Support
                             I
          Calendar year (or fiscal year beginning in)
                        mmmmmm
                         mmmmm
      9 Amounts from line 6
                                                                           (a) 2006
                                                                           22,013,291.
                                                                                          (b) 2007
                                                                                          22,440,166.
                                                                                                        (c) 2008
                                                                                                        22,639,154.
                                                                                                                        (d) 2009
                                                                                                                        22,058,594.
                                                                                                                                            (e) 2010
                                                                                                                                            22,252,185.
                                                                                                                                                           (f) Total
                                                                                                                                                          111,403,390.
     10 a Gross income from interest, dividends,
          payments received on securities loans,

                            mmmmmmmm
                           mmmmmmmmm
          rents, royalties and income from similar
          sources
          b Unrelated business taxable income (less
                                                                            1,031,028.     1,160,051.      915,598.        393,019.            632,055.     4,131,751.


               section      511    taxes) from       businesses
               acquired after June 30, 1975     mmm
                                               mmm
                                              mmmm
                                             mmmmm
                                                                             -430,641.      -670,390.     -324,127.        -121,407.          -111,880.    -1,658,445.
          c Add lines 10a and 10b                                             600,387.       489,661.      591,471.        271,612.            520,175.     2,473,306.
     11        Net income from unrelated business
               activities not included in line 10b,

                               mmmmmmm
                               mmmmmmmm
               whether or not the business is regularly
               carried on
     12        Other income. Do not include gain or

                        mmmmm
                      mmmmmm
               loss from the sale of capital assets
               (Explain in Part IV.)
     13        Total support. (Add lines 9, 10c, 11,
                 mmmmmmmm
                mmmmmmmm
               and 12.)                                                    22,613,678.    22,929,827.   23,230,625.     22,330,206.         22,772,360.   113,876,696.


                                         mmmmmmmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmmmmmmm
     14        First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
               organization, check this box and stop here
    Section C. Computation of Public Support Percentage
                                                                           I
                                                         mmmmmmmmmmm
                                                        mmmmmmmmmmmm
                                                                         55.77
                                                                mmmmmmm
                                                               mmmmmmm
     15        Public support percentage for 2010 (line 8, column (f) divided by line 13, column (f))                                  15                              %
     16                                                                  56.02
               Public support percentage from 2009 Schedule A, Part III, line 15                                                       16                              %
    Section D. Computation of Investment Income Percentage
     17                                                            mmmmm
                                                                  mmmmm   2.17
               Investment income percentage for 2010 (line 10c, column (f) divided by line 13, column (f))                             17                              %
     18
     19 a 33 1/3 % support tests - 2010.
                                                            mmmmmmmmmm
                                                           mmmmmmmmmm     2.22
               Investment income percentage from 2009 Schedule A, Part III, line 17                                                    18
                                                           If the organization did not check the box on line 14, and line 15 is more than 33 1/3 %, and line
                                                                                                                                                                       %


                                                                           IX
               17 is not more than 33 1/3 %, check this box and stop here . The organization qualifies as a publicly supported organization
          b 33 1/3 % support tests - 2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3 %, and
                                                                           I
               line 18 is not more than 33 1/3 %, check this box and stop here . The organization qualifies as a publicly supported organization

JSA
     20                                                                    I
               Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
                                                                                                                                   Schedule A (Form 990 or 990-EZ) 2010
0E1221 1.000
                14239L 3947 6/19/2012                                   1:47:09 PM       V 10-8.3                  27565                                      PAGE 16
                                                                                                          23-7073182
    Schedule A (Form 990 or 990-EZ) 2010                                                                                               Page 4
     Part IV      Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
                  Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See
                  instructions).




    JSA                                                                                                  Schedule A (Form 990 or 990-EZ) 2010

0E1225 2.000
               14239L 3947 6/19/2012          1:47:09 PM        V 10-8.3                  27565                                    PAGE 17
SCHEDULE D                                                                                                                        OMB No. 1545-0047
                                            Supplemental Financial Statements
(Form 990)
                                          I Complete if the organization answered "Yes," to Form 990,
                                                        Part IV, line 6, 7, 8, 9, 10, 11, or 12.
                                                                                                                                      ¾´
                                                                                                                                     ˵
                                                                                                                                  Open to Public
Department of the Treasury
Internal Revenue Service
Name of the organization
                                                I Attach to Form 990.     I  See separate instructions.                           Inspection
                                                                                                              Employer identification number

TAX ANALYSTS                                                                       23-7073182
Part I                                                                                  Complete if the
        Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
        organization answered "Yes" to Form 990, Part IV, line 6.
                                                                         (a) Donor advised funds                 (b) Funds and other accounts

1                                       mmmmm
                                       mmmmmm
                                              mm
                                             mm
        Total number at end of year
2
                                            mmm
                                           mmm
        Aggregate contributions to (during year)
3
                                         mmmm
                                         mmmmm
        Aggregate grants from (during year)
4       Aggregate value at end of year
5
                                                                                                            mmmmm
                                                                                                           mmmmmm
        Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
        funds are the organization’s property, subject to the organization’s exclusive legal control?                                 Yes        No
6       Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
        used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other
        purpose conferring impermissible private benefit?      mmmmmmmmmmmmmmmm
                                                              mmmmmmmmmmmmmmmmm                                                       Yes        No
 Part II       Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1       Purpose(s) of conservation easements held by the organization (check all that apply).
            Preservation of land for public use (e.g., recreation or education)           Preservation of an historically important land area
            Protection of natural habitat                                                 Preservation of a certified historic structure
            Preservation of open space
2       Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation
        easement on the last day of the tax year.
                                                                                                                Held at the End of the Tax Year
        Total number of conservation easements        mmmmmmmmmmmmmm
                                                     mmmmmmmmmmmmmm                                        2a
                                                          mmmmmmmmmmm
                                                         mmmmmmmmmmm
    a
        Total acreage restricted by conservation easements                                                 2b
                                                                   mmm
                                                                  mmm
    b
    c   Number of conservation easements on a certified historic structure included in (a)                 2c
        Number of conservation easements included in (c) acquired after 8/17/06, and not on a
                                                        mmmmmmmmmmmm
                                                       mmmmmmmmmmmmm
    d
        historic structure listed in the National Register                                                 2d
3       Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
        tax year  I
4
5
        Number of states where property subject to conservation easement is located  I
        Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
        violations, and enforcement of the conservation easements it holds?        mmmmmmmmmmm
                                                                                  mmmmmmmmmmmm                                 Yes                No
6       Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year

7
        I
        Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

8
        I  $
        Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)

9
        (i) and 170(h)(4)(B)(ii)? mmmmmmmmmmmmmmmmmmmmmmmm
                                 mmmmmmmmmmmmmmmmmmmmmmmm
        In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
                                                                                                                                      Yes         No

        balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the
        organization’s accounting for conservation easements.
 Part III      Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
               Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a      If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet
        works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
        public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
    b   If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet
        works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
        public service, provide the following amounts relating to these items:
                                                          mmmmmmmmmmmmmm
                                                         mmmmmmmmmmmmmmm
                                                      mmmmmmmmmmmmmmmmmI
                                                     mmmmmmmmmmmmmmmmmm
        (i) Revenues included in Form 990, Part VIII, line 1                                                                $

2
        (ii) Assets included in Form 990, Part X                        I                                                   $
        If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the


                                                  mmmmmmmmmmmmmmmmmmI
                                                 mmmmmmmmmmmmmmmmmmm
        following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
    a
    b                                                 mmmmmmmmmmmmmmmI
                                                     mmmmmmmmmmmmmmmm
        Revenues included in Form 990, Part VIII, line 1
        Assets included in Form 990, Part X
                                                                                                                            $
                                                                                                                            $
For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                 Schedule D (Form 990) 2010
JSA
0E1268 1.000
         14239L 3947 6/19/2012                 1:47:09 PM          V 10-8.3                        27565                                       PAGE 18
Schedule D (Form 990) 2010                                                     23-7073182                                                                        Page 2
 Part III      Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued)

  3    Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its
       collection items (check all that apply):
   a           Public exhibition                                  d            Loan or exchange programs
   b           Scholarly research                                 e            Other
   c           Preservation for future generations
  4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
     XIV.
  5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
     assets to be sold to raise funds rather than to be maintained as part of the organization's collection?          Yes      No mmm
                                                                                                                                  mmm
 Part IV       Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV,
               line 9, or reported an amount on Form 990, Part X, line 21.

 1a Is the organization an agent, trustee, custo dian or other intermediary for contributions or other assets not
    included on Form 990, Part X?             mmmmmmmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmmmmmmm                                                                                  Yes           No
  b If "Yes," explain the arrangement in Part XI V and complete the following table:

                                mmmmmmmmmmmmmmmmm
                               mmmmmmmmmmmmmmmmm
                                                                                                                                  Amount

                                   mmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmm
  c    Beginning balance                                                                                   1c

                                    mmmmmmmmmmmmmm
                                   mmmmmmmmmmmmmmm
  d    Additions during the year                                                                           1d

                              mmmmmmmmmmmmmmmmmm
                             mmmmmmmmmmmmmmmmmm
  e    Distributions during the year                                                                       1e
   f   Ending balance
                                                mmmmmmmmmmm
                                               mmmmmmmmmmm
                                                                                                           1f
 2a    Did the organization include an amount on Form 990, Part X, line 21?                                                                          Yes           No
  b    If "Yes," explain the arrangement in Part XI V.
 Part V        Endowment Funds. Complete if organization answered "Yes" to Form 990, Part IV, line 10.

                           mm
                          mm
                                              (a) Current year           (b) Prior year       (c) Two years back        (d) Three years back      (e) Four years back
 1a Beginning of year balance
  b Contributions    mmmmm
                    mmmmmm
  c Net investment earnings, gains,
     and losses    mmmmmm
                   mmmmmmm
                         mmm
                        mmm
  d Grants or scholarships
                            m
  e Other expenditures for facilities
     and programs    mmmmm
                    mmmmmm
                          mm
                         mmm
   f Administrative expenses
                       mmmm
                      mmmm
  g End of year balance
 2   Provide the estimated percentage of the y ear end balance held as:
  a  Board designated or quasi-endowment        I                   %
  b  Permanent endowment             I              %
  c
 3a
     Term endowment          I              %
     Are there endowment funds not in the pos session of the organization that are held and administered for the

                                        mmmmmmmmmmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmmmmmmmmmm
     organization by:                                                                                                                                      Yes    No
     (i) unrelated organizations                                                                                                                  3a(i)
     (ii) related organizations        mmmmmmmmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmmmmmmmm                                                                                    3a(ii)
                                                       mmmmmmmmm
                                                      mmmmmmmmm
   b If "Yes" to 3a(ii), are the related organizati ons listed as required on Schedule R?                                                          3b
  4 Describe in Part XIV the intended uses of t he organization's endowment funds.
 Part VI       Land, Buildings, and Equipment.See Form 990, Part X, line 10.
                 Description of investment               (a) Cost or other basis      (b) Cost or other basis   (c) Accumulated                (d) Book value
                                                                 (investment)                 (other)              depreciation

                mmmmmmmmmm
               mmmmmmmmmmm
 1a Land
                  mmmmmmmmm
                  mmmmmmmmm                                                 3,300,000.                                                            3,300,000.
  b Buildings
                       mmmmm
                      mmmmm                             6,900,741.         11,330,513.           2,711,383.                                      15,519,871.

                   mmmmmmmm
                  mmmmmmmmm
  c Leasehold improvements                              1,464,309.                                 470,428.                                         993,881.
  d Equipment
  e Other        mmmmmmmmmm
                mmmmmmmmmm                                                  5,218,893.
                                                                              101,451.
                                                                                                 4,833,510.
                                                                                                    36,094.
                                                                                                                                                    385,383.
                                                                                                                                                     65,357.
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)                   mmm
                                                                                                                   mmmI                          20,264,492.
                                                                                                                                        Schedule D (Form 990) 2010




JSA
0E1269 1.000

         14239L 3947 6/19/2012                1:47:09 PM                V 10-8.3                           27565                                            PAGE 19
    Schedule D (Form 990) 2010                                                                          23-7073182                                     Page 3
     Part VII        Investments - Other Securities. See Form 990, Part X, line 12.
                   (a) Description of security or category                       (b) Book value                 (c) Method of valuation:
                        (including name of security)                                                         Cost or end-of-year market value

    (1) Financial derivatives          mmmmmmmm
                                      mmmmmmmmm
    (2) Closely-held equity interests
    (3) Other
                                          mmmmmm
                                         mmmmmmm
        (A)
        (B)
        (C)
        (D)
        (E)
        (F)
        (G)
        (H)
         (I)
    Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
     Part VIII
                                                                         I
                     Investments - Program Related. See Form 990, Part X, line 13.
                      (a) Description of investment type                         (b) Book value                 (c) Method of valuation:
                                                                                                             Cost or end-of-year market value
       (1)
       (2)
       (3)
       (4)
       (5)
       (6)
       (7)
       (8)
       (9)
      (10)
    Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
     Part IX         Other Assets. See Form 990, Part X, line 15.
                                                                         I
                                                                         (a) Description                                                  (b) Book value
       (1) CAPITALIZED MARKETING EXPENSES                                                                                                     162,262.
       (2) FINANCING COSTS                                                                                                                    402,833.
       (3) RESTRICTED CASH & INVESTMENTS                                                                                                   11,878,877.
       (4) DEFERRED RENT RECEIVABLE                                                                                                           142,847.
       (5) CAPITALIZED LEASING COMMISSION                                                                                                     215,859.
       (6) DEPOSITS                                                                                                                             1,058.
       (7)
       (8)
       (9)
      (10)
    Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)    mmmmmmmmmmmmmmmmI
                                                                         mmmmmmmmmmmmmmmmm                                                 12,803,736.
     Part X          Other Liabilities. See Form 990, Part X, line 25.
    1.                     (a) Description of liability                                    (b) Amount
       (1) Federal income taxes
       (2) FMV OF INTEREST RATE SWAP AGRE                                                  2,700,930.
       (3) RENT DEPOSITS                                                                     175,122.
       (4)
       (5)
       (6)
       (7)
       (8)
       (9)
      (10)
      (11)
    Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)         I           2,876,052.
    2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the
    organization's liability for uncertain tax positions under FIN 48 (ASC 740).
    JSA
0E1270 1.000
                                                                                                                                   Schedule D (Form 990) 2010
               14239L 3947 6/19/2012                         1:47:09 PM          V 10-8.3                 27565                                     PAGE 20
    Schedule D (Form 990) 2010                                                   23-7073182                                                          Page 4
     Part XI        Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
      1                                              mmmmmmmmmmmm
                                                    mmmmmmmmmmmm
               Total revenue (Form 990, Part VIII, column (A), line 12)                                                    1            23,527,110.
      2                                              mmmmmmmmmmmm
                                                    mmmmmmmmmmmm
               Total expenses (Form 990, Part IX, column (A), line 25)                                                     2            20,553,137.
      3                                               mmmmmmmmmmm
                                                     mmmmmmmmmmmm
               Excess or (deficit) for the year. Subtract line 2 from line 1                                               3             2,973,973.
      4                                          mmmmmmmmmmmmmmm
                                                mmmmmmmmmmmmmmm
               Net unrealized gains (losses) on investments                                                                4             1,947,189.
      5                                       mmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmm
               Donated services and use of facilities                                                                      5
      6        Investment expenses     mmmmmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmmmmmm                                                               6
      7        Prior period adjustments  mmmmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmmmm                                                              7
      8                                    mmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmm
               Other (Describe in Part XIV.)                                                                               8                127,986.
      9
     10
                                                  mmmmmmmmmmmmmm
                                                 mmmmmmmmmmmmmmm
               Total adjustments (net). Add lines 4 through 8
                                                               mmm
                                                              mmmm
               Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9
                                                                                                                           9
                                                                                                                          10
                                                                                                                                          2,075,175.
                                                                                                                                          5,049,148.
     Part XII       Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
       1
       2
                                                          mmmmmmmm
                                                         mmmmmmmmm
               Total revenue, gains, and other support per audited financial statements
               Amounts included on line 1 but not on Form 990, Part VIII, line 12:
                                                                                                                               1        25,474,299.

           a                                    mmmmmmmmmmm 1,947,189.
                                               mmmmmmmmmmm
               Net unrealized gains on investments                                                 2a
           b                                    mmmmmmmmmmm
                                               mmmmmmmmmmm
               Donated services and use of facilities                                              2b
           c                                 mmmmmmmmmmmmm
                                             mmmmmmmmmmmmm
               Recoveries of prior year grants                                                     2c
           d   Other (Describe in Part XIV.) mmmmmmmmmmmmm
                                            mmmmmmmmmmmmmm                                         2d

       3
           e   Add lines 2a through 2d     mmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmmmm
               Subtract line 2e from line 1 mmmmmmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmmmmm
                                                                                                                               2e
                                                                                                                                3
                                                                                                                                         1,947,189.
                                                                                                                                        23,527,110.
       4       Amounts included on Form 990, Part VIII, line 12, but not on line 1 :
           a                                                             mmm
                                                                       mmmm
               Investment expenses not included on Form 990, Part VIII, line 7b                    4a
           b                              mmmmmmmmmmmmm
                                        mmmmmmmmmmmmmm
               Other (Describe in Part XIV.)                                                       4b

       5
           c   Add lines 4a and 4b  mmmmmmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmmmmmmm                        mmmmmmm
                                                                                   mmmmmmm
               Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
                                                                                                                               4c
                                                                                                                                5       23,527,110.
     Part XIII      Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
       1
       2
                                                                   mmmmmmmmmmmm
                                                                  mmmmmmmmmmmm
               Total expenses and losses per audited financial statements
               Amounts included on line 1 but not on Form 990, Part IX, line 25:
                                                                                                                               1        20,425,151.

           a                                     mmmmmmmmmmm
                                               mmmmmmmmmmm
               Donated services and use of facilities                                              2a
           b                          mmmmmmmmmmmmmmm
                                    mmmmmmmmmmmmmmm
               Prior year adjustments                                                              2b
           c               mmmmmmmmmmmmmmmmmm
                         mmmmmmmmmmmmmmmmmm
               Other losses                                                                        2c
           d                              mmmmmmmmmmmmm
                                        mmmmmmmmmmmmmm
               Other (Describe in Part XIV.)                                                       2d

       3
           e   Add lines 2a through 2d mmmmmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmm
               Subtract line 2e from line 1
                                                                                                                               2e
                                                                                                                                3       20,425,151.
       4       Amounts included on Form 990, Part IX, line 25, but not on line   1:
           a                                                             mmm
                                                                       mmmm
               Investment expenses not included on Form 990, Part VIII, line 7b                    4a
           b                              mmmmmmmmmmmmm
                                        mmmmmmmmmmmmmm
               Other (Describe in Part XIV.)                                               127,986.4b

       5
           c   Add lines 4a and 4b  mmmmmmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmmmmmmm                          mmmmmmm
                                                                                 mmmmmmm
               Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
                                                                                                                               4c
                                                                                                                                5
                                                                                                                                           127,986.
                                                                                                                                        20,553,137.
     Part XIV       Supplemental Information
    Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b;
    Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide
    any additional information.

     SEE PAGE 5




                                                                                                                               Schedule D (Form 990) 2010

    JSA

0E1271 1.000
               14239L 3947 6/19/2012                1:47:09 PM         V 10-8.3                     27565                                       PAGE 21
    Schedule D (Form 990) 2010                                                     23-7073182              Page 5
     Part XIV       Supplemental Information (continued)



     UNCERTAIN TAX POSITIONS

     THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS BASED ON A

     MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE

     TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN

     50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. IF APPLICABLE, THE

     ORGANIZATION RECORDS INTEREST AND PENALTY AS A COMPONENT OF INCOME TAX

     EXPENSE. THERE WERE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS AT JUNE 30,

     2011 AND 2010. TAX YEARS FROM 2007 THROUGH THE CURRENT YEAR REMAIN OPEN

     FOR EXAMINATION BY TAX AUTHORITIES.



     CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP AGREEMENTS       $127,986




                                                                                       Schedule D (Form 990) 2010


    JSA

0E1226 1.000
               14239L 3947 6/19/2012        1:47:09 PM     V 10-8.3   27565                            PAGE 22
SCHEDULE J                                          Compensation Information                                                      OMB No. 1545-0047
                                         For certain Officers, Directors, Trustees, Key Employees, and Highest
(Form 990)
                                           I
                                                                Compensated Employees
                                              Complete if the organization answered "Yes" to Form 990,
                                                                                                                                       ¾´
                                                                                                                                      ˵
                                                                                                                                   Open to Public
                                            I                            I
Department of the Treasury                                            Part IV, line 23.
Internal Revenue Service                           Attach to Form 990.      See separate instructions.                               Inspection
Name of the organization                                                                                         Employer identification number
TAX ANALYSTS                                                                                                         23-7073182
Part I Questions Regarding Compensation
                                                                                                                                              Yes     No
  1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form
     990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
                 First-class or charter travel                           Housing allowance or residence for personal use
                 Travel for companions                                   Payments for business use of personal residence
                 Tax indemnification and gross-up payments               Health or social club dues or initiation fees
                 Discretionary spending account                          Personal services (e.g., maid, chauffeur, chef)

    b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment


  2
                      mmmmmmmmmmmmmmmmmmmmmmmmmmmm
                     mmmmmmmmmmmmmmmmmmmmmmmmmmmmm
      or reimbursement or provision of all of the expenses described above? If "No," complete Part III to
      explain
      Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
                                                                                                                                        1b


                                              mmmmm
                                             mmmmmm
      directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a?                                      2

  3       Indicate which, if any, of the following the organization uses to establish the compensation of the
          organization's CEO/Executive Director. Check all that apply.
           X Compensation committee                                      Written employment contract
                 Independent compensation consultant                X    Compensation survey or study
                 Form 990 of other organizations                    X    Approval by the board or compensation committee

  4     During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
        organization or a related organization:
                                                                                                              m
                                                                                                              m
      a Receive a severance payment or change-of-control payment from the organization or a related organization?                       4a            X
      b Participate in, or receive payment from, a supplemental nonqualified retirement plan?           mmmmmmm
                                                                                                       mmmmmmm                          4b            X
      c Participate in, or receive payment from, an equity-based compensation arrangement?             mmmmmmm
                                                                                                      mmmmmmmm
        If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
                                                                                                                                        4c            X


          Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
  5       For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
          compensation contingent on the revenues of:
      a   The organization?    mmmmmmmmmmmmmmmmmmmmmmmmm
                              mmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                5a        X
      b                           mmmmmmmmmmmmmmmmmmmmmmm
                                 mmmmmmmmmmmmmmmmmmmmmmmm
          Any related organization?
          If "Yes" to line 5a or 5b, describe in Part III.
                                                                                                                                        5b            X

  6       For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
          compensation contingent on the net earnings of:
      a   The organization?    mmmmmmmmmmmmmmmmmmmmmmmmm
                              mmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                6a            X
      b                           mmmmmmmmmmmmmmmmmmmmmmm
                                 mmmmmmmmmmmmmmmmmmmmmmmm
          Any related organization?
          If "Yes" to line 6a or 6b, describe in Part III.
                                                                                                                                        6b            X

  7       For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed

  8
          payments not described in lines 5 and 6? If "Yes," describe in Part III    mmmmmmmmmmmm
                                                                                    mmmmmmmmmmmm
          Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject
                                                                                                                                        7             X

          to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
          in Part III      mmmmmmmmmmmmmmmmmmmmmmmmmmmm
                           mmmmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                 8             X

                                   mmmmmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmmmmm
  9       If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
          Regulations section 53.4958-6(c)?                                                                                             9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                        Schedule J (Form 990) 2010




JSA
0E1290 1.000


          14239L 3947 6/19/2012                 1:47:09 PM          V 10-8.3                       27565                                          PAGE 23
Schedule J (Form 990) 2010                                                   23-7073182                                                                                                          Page 2
Part II                                                                                       Use duplicate copies if additional space is needed.
               Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

                                                  (B) Breakdown of W-2 and/or 1099-MISC compensation               (C) Retirement and   (D) Nontaxable   (E) Total of columns      (F) Compensation
                                                                                                                     other deferred         benefits           (B)(i)-(D)           reported in prior
                    (A) Name                     (i) Base         (ii) Bonus & incentive        (iii) Other
                                                                                                                     compensation                                                     Form 990 or
                                              compensation             compensation            reportable
                                                                                                                                                                                      Form 990-EZ
                                                                                             compensation

                                      (i)        263,158.                   50,000.                           0.             2,634.            5,578.           321,370.                 299,923.
 1    CHRISTOPHER BERGIN              (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)        176,987.                   12,650.                           0.             1,902.            1,376.           192,915.                 187,170.
 2    FORREST MAROVELLI               (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)        191,870.                   20,170.                           0.             2,192.           11,336.           225,568.                 226,744.
 3    DAVID BRUNORI                   (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)        178,250.                    5,250.                           0.             1,801.            1,376.           186,677.                 200,792.
 4    LEE SHEPPARD                    (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)        151,711.                    4,575.                           0.                 0.            3,022.           159,308.                 153,292.
 5    MARTIN SULLIVAN                 (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)        137,858.                   11,200.                           0.             3,022.            7,482.           159,562.                 172,610.
 6    ROBERT CAULFIELD                (ii)             0.                        0.                           0.                 0.                0.                 0.                       0.
                                      (i)
 7                                    (ii)
                                      (i)
 8                                    (ii)
                                      (i)
 9                                    (ii)
                                      (i)
10                                    (ii)
                                      (i)
11                                    (ii)
                                      (i)
12                                    (ii)
                                      (i)
13                                    (ii)
                                      (i)
14                                    (ii)
                                      (i)
15                                    (ii)
                                      (i)
16                                    (ii)
                                                                                                                                                                            Schedule J (Form 990) 2010

JSA
         14239L 3947 6/19/2012
0E1291 1.000                                 1:47:09 PM         V 10-8.3                            27565                                                                         PAGE 24
    Schedule J (Form 990) 2010                                                     23-7073182                                                                         Page 3
    Part III Supplemental Information
    Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for
    any additional information.

       JEFF CONTRELL HIGHLY COMPENSATED EMPLOYEE COMPENSATION

       PART 1 LINE 5A

       1. W-2 BOX 5 WAGES $132,922

       2. GROSS WAGES BEFORE PRE-TAX EARNINGS DEDUCTIONS:



                                     2010

       BONUS                     $     3,994

       COMMISSIONS               $    80,666

       BASE SALARY               $    53,230

       TOTAL                     $ 137,890



       NEW BUSINESS COMMISSIONS AGREEMENT



       1. FROM $1 TO $10,000 IN SALES IN EACH MONTH, THE COMMISSION RATE IS 30%

       2. FROM 10,001 TO $15,000 IN SALES IN EACH MONTH, THE COMMISSION RATE IS

       35%

       3. FROM 15,001 TO $20,000 IN SALES IN EACH MONTH, THE COMMISSION RATE IS

       40%

       4. FROM 20,001 TO $25,000 IN SALES IN EACH MONTH, THE COMMISSION RATE IS
                                                                                                                                                      Schedule J (Form 990) 2010

    JSA

0E1505 1.000
               14239L 3947 6/19/2012           1:47:09 PM    V 10-8.3                27565                                                                PAGE 25
    Schedule J (Form 990) 2010                                                     23-7073182                                                                         Page 3
    Part III Supplemental Information
    Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for
    any additional information.
     45%

       5. OVER $25,000 IN SALES IN EACH MONTH, THE COMMISSION RATE IS 50%



       SALES OF ADD-ON USERS TO EXISTING CUSTOMER ACCOUNTS COMMISSION AGREEMENT



       1. 20% FLAT COMMISSION RATE ON ALL SALES



       ALL INDIVIDUAL SALES OF OVER $8000 COMMISSION AGREEMENT



       1. PAID AT A COMMISSION RATE OF 30%




                                                                                                                                                      Schedule J (Form 990) 2010

    JSA

0E1505 1.000
               14239L 3947 6/19/2012        1:47:09 PM       V 10-8.3                27565                                                                PAGE 26
SCHEDULE K                                                            Supplemental Information on Tax-Exempt Bonds                                                                                                OMB No. 1545-0047
(Form 990)
                                                    I   Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
                                                                     explanations, and any additional information on Schedule O (Form 990).
                                                                                                                                                                                                                        ¾´
                                                                                                                                                                                                                       ˵
                                                                                                                                                                                                                      Open to Public
Department of the Treasury
Internal Revenue Service
Name of the organization
                                                                                  I  Attach to Form 990.                   I      See separate instructions.                                                          Inspection
                                                                                                                                                                                                    Employer identification number
TAX ANALYSTS                                                                                                                                                                                         23-7073182
Part I  Bond Issues
                                                                                                                                                                                                                 (h) On         (i) Pooled
                             (a) Issuer name                                 (b) Issuer EIN     (c) CUSIP #     (d) Date issued         (e) Issue price       (f) Description of purpose         (g) Defeased   behalf of
                                                                                                                                                                                                                 issuer         Financing

                                                                                                                                                                                                 Yes     No     Yes    No       Yes    No

 A CITY FALLS CHURCH ECONOMIC DEVEL. AUTH                                    54-6001271          036568AA4        12/05/2006               15,580,000. FALLS CHURCH VA ECONOMIC DEV A                   X              X               X


 B

 C

 D
Part II         Proceeds
                                                                                                                                             A                     B                         C                              D
                                        mmmmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmmmm                                                                              355,000.
                                           mmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmm
  1    Amount of bonds retired
                                                                                                                                             0.
                                       mmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmm
  2    Amount of bonds legally defeased
                                                                                                                                    15,580,000.
                                          mmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmm
  3    Total proceeds of issue
                                                                                                                                             0.
                                           mmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmm
  4    Gross proceeds in reserve funds
                                                                                                                                             0.
                                          mmmmmmmmmmmmmmmm
                                         mmmmmmmmmmmmmmmm
  5    Capitalized interest from proceeds
                                                                                                                                             0.
                                          mmmmmmmmmmmmmmmm
                                         mmmmmmmmmmmmmmmm
  6    Proceeds in refunding escrows
                                                                                                                                       188,249.
                                            mmmmmmmmmmmmmm
                                           mmmmmmmmmmmmmmm
  7    Issuance costs from proceeds
                                                                                                                                             0.
                                               mmmmmmmmmmmm
                                              mmmmmmmmmmmm
  8    Credit enhancement from proceeds
                                                                                                                                             0.
                                            mmmmmmmmmmmmmm
                                           mmmmmmmmmmmmmmm
  9    Working capital expenditures from proceeds
                                                                                                                                    15,391,751.
                                       mmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmm
 10    Capital expenditures from proceeds

                                        mmmmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmmmm
 11    Other spent proceeds

                                          mmmmmmmmmmmmmmmm
                                         mmmmmmmmmmmmmmmm
 12    Other unspent proceeds
 13    Year of substantial completion                                                                                                   2006
                                                                                                                                   Yes              No     Yes           No            Yes         No            Yes              No
                                                     mmmmmmmm
                                                    mmmmmmmm                                                                                        X
                                                      mmmmmmm
                                                     mmmmmmmm
 14    Were the bonds issued as part of a current refunding issue?
                                                                                                                                                    X
                                                 mmmmmmmmmmm
                                                mmmmmmmmmmm
 15    Were the bonds issued as part of an advance refunding issue?
                                                                                                                                    X
                                                            mm
                                                           mmm
 16    Has the final allocation of proceeds been made?
 17    Does the organization maintain adequate books and records to support the final allocation of proceeds?                       X
Part III        Private Business Use
                                                                                                                                             A                     B                         C                              D
  1 Was the organization a partner in a partnership, or a member of an LLC, which owned                                            Yes              No     Yes           No            Yes         No           Yes              No
    property financed by tax-exempt bonds?                   mmmmmmmmmmmmm
                                                            mmmmmmmmmmmmmm
                                                                         m
  2 Are there any lease arrangements that may result in private business use of bond-financed property
                                                                                                                                                    X
                                                                                                                                                    X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                                                                                                   Schedule K (Form 990) 2010
JSA
0E1295 0.060
         14239L 3947 6/19/2012                           1:47:09 PM              V 10-8.3                               27565                                                                                   PAGE 27
    Schedule K (Form 990) 2010                                                                                                                   23-7073182                          Page 2
     Part III          Private Business Use (Continued)
                                                                                                                  A                 B                   C                     D
                                                                                                          Yes         No      Yes       No        Yes       No         Yes          No
                                           mmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmm
       3a Are there any management or service contracts that may result in private business
          use of bond-financed property?                                                                              X

                                         mmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmm
           b Are there any research agreements that may result in private business use of
             bond-financed property?                                                                                  X
           c Does the organization routinely engage bond counsel or other outside counsel

                                    mmmmmmmmmmmmmmmmmm
                                   mmmmmmmmmmmmmmmmmm
             to review any management or service contracts or research agreements relating
             to the financed property?                                                                                X

                                                 mmmmmm
                                                mmmmmmI
       4       Enter the percentage of financed property used in a private business use by entities
               other than a section 501(c)(3) organization or a state or local government                         0.0000 %                   %                   %                       %
       5       Enter the percentage of financed property used in a private business use as a result

                                             mmmmmmmmm
                                            mmmmmmmmm
               of unrelated trade or business activity carried on by your organization, another

                                  mmmmmmmmmmmmmmmmmmI
                                                                                                                  0.0000 %                   %                   %                       %
                                 mmmmmmmmmmmmmmmmmmm  m
               section 501(c)(3) organization, or a state or local government
       6       Total of lines 4 and 5                                                                             0.0000 %                   %                   %                       %

                                              mmmmmmmmm
                                             mmmmmmmmm
       7       Has the organization adopted management practices and procedures to ensure
               the post-issuance compliance of its tax-exempt bond liabilities?                               X
     Part IV           Arbitrage
                                                                                                                  A                 B                   C                     D
                                                                                                          Yes         No      Yes       No        Yes       No         Yes          No
                                               mmmmmmmmmm
                                              mmmmmmmmmm
       1       Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of
               Arbitrage Rebate, been filed with respect to the bond issue?                                           X
       2                                mmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmm X
               Is the bond issue a variable rate issue?


                                     mmmmmmmmmmmmmmmmm
                                    mmmmmmmmmmmmmmmmm
       3a Has the organization or the governmental issuer entered into a qualified hedge
                                                                                                                      X
                                mmmmmmmmmmmmmmmmmmmm
                               mmmmmmmmmmmmmmmmmmmmm
          with respect to the bond issue?


                               mmmmmmmmmmmmmmmmmmmmm
                              mmmmmmmmmmmmmmmmmmmmm
           b Name of provider


                                      mmmmmmmmmmmmmmmm
                                     mmmmmmmmmmmmmmmmm
           c Term of hedge
                                                                                                                          X
                                   mmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmm
           d Was the hedge superintegrated?
                                                                                                                          X
                                         mmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmm
           e Was the hedge terminated?
                                                                                                                          X
                                mmmmmmmmmmmmmmmmmmmm
                               mmmmmmmmmmmmmmmmmmmmm
       4a Were gross proceeds invested in a GIC?


                              mmmmmmmmmmmmmmmmmmmmm
                             mmmmmmmmmmmmmmmmmmmmmm
           b Name of provider
           c Term of GIC


                                      mmmmmmmmmmmmmmmm
                                     mmmmmmmmmmmmmmmmm
           d Was the regulatory safe harbor for establishing the fair
               market value of the GIC satisfied?


                                   mmmmmmmmmmmmmmmmmm
                                  mmmmmmmmmmmmmmmmmm
       5       Were any gross proceeds invested beyond an
               available temporary period?                                                                                X

       6                                     mmmmmmmmmmm
                                            mmmmmmmmmmmm X
               Did the bond issue qualify for an exception to rebate?


     Part V            Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).




    JSA
                                                                                                                                                                 Schedule K (Form 990) 2010
0E1506 4.000
                14239L 3947 6/19/2012                       1:47:09 PM           V 10-8.3             27565                                                            PAGE 28
                                                                                                                                 OMB No. 1545-0047
    SCHEDULE O
                                  Supplemental Information to Form 990 or 990-EZ
    (Form 990 or 990-EZ)
                                      Complete to provide information for responses to specific questions on                         ¾´
                                                                                                                                    ˵
                                          Form 990 or 990-EZ or to provide any additional information.                           Open to Public
    Department of the Treasury
    Internal Revenue Service
    Name of the organization
                                                          I
                                                          Attach to Form 990 or 990-EZ.                                          Inspection
                                                                                                               Employer identification number
     TAX ANALYSTS                                                                                                  23-7073182



        STATEMENT OF REVENUE

        PART VIII LINES 6A GROSS RENTS, 6B RENTAL EXPENSES AND 6C RENTAL INCOME

       OTHER INCOME                                                            FY2011            FY2010

           RENTAL OF 400 SOUTH MAPLE AVENUE                                  $765,391            $722,750

       OTHER DEDUCTIONS

           OTHER BUILDING EXPENSES                                           $456,599            $479,103

       RENT AND ROYALTY SUMMARY                 PROPERTY

       PROPERTY                      FISCAL YR         INCOME       DEPRECIATION OTHER EXP'S ALLOW N.I.



       400 S MAPLE AVENUE                  2011         $765,391        $420,672          $456,599        $(111,880)

       400 S MAPLE AVENUE                  2010         $722,750        $365,053          $479,103        $(121,407)



        INTEREST EXPENSE

        PART IX, LINE 20 INTEREST

       LINE 20 INTEREST EXPENSE



                                                                                       TOTAL



       LINE 20 INTEREST EXPENSE                                                 $1,200,485



       CHANGE FMV OF INTEREST SWAP AGREEMENT                                    $(127,986)

                                                                                    ---------

       TOTAL INTEREST EXPENSE                                                   $1,072,499




    For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.            Schedule O (Form 990 or 990-EZ) (2010)
    JSA
0E1227 2.000
               14239L 3947 6/19/2012              1:47:09 PM          V 10-8.3                         27565                                PAGE 29
    Schedule O (Form 990 or 990-EZ) 2010                                                                                  Page 2
    Name of the organization                                                           Employer identification number
     TAX ANALYSTS                                                                            23-7073182




        UNRESTRICTED AND RESTRICTED INVESTMENTS

        PART X LINE 11 - INVESTMENTS PUBLIC TRADED SECURITIES

       DESCRIPTION                              TOTAL        UNRESTRICTED     RESTRICTED

       TEMPORARY INVESTMENT IN CASH           $1,999,415        $177,383      $1,489,032

       EQUITIES INCLUDING REITS               12,122,644      12,122,644

       BONDS AND NOTES                        17,178,704       9,797,332       7,381,372

                                              -----------      ----------      ----------

       TOTAL                                 $30,967,763      $22,097,359     $8,870,404



       DESCRIPTION                              TOTAL        UNRESTRICTED     RESTRICTED

       PUBLIC TRADED SECURITIES              $22,097,359      $22,097,359

       INVESTMENTS INCLUDED LINE 15

       OTHER ASSETS                            8,870,404                      $8,870,404

                                              -----------     -----------      ----------

       TOTAL                                 $30,967,763      $22,097,359     $8,870,404



        BONDS PAYABLE

        PART X LINE 20 AND LINE 23

                     DESCRIPTION                        AS OF 6/30/11      AS OF 6/30/10

       LINE 20 TAX EXEMPT ISSUE THROUGH

       CITY OF FALLS CHURCH, VA                           $15,225,000        $15,320,000

       LINE 23 TAXABLE ISSUE THROUGH

       CITY OF FALLS CHURCH, VA                             6,315,000          6,730,000

                                                   -----------          ------------

       TOTAL                                              $21,540,000        $22,050,000




    JSA                                                                                     Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012       1:47:09 PM    V 10-8.3             27565                                   PAGE 30
    Schedule O (Form 990 or 990-EZ) 2010                                                                                 Page 2
    Name of the organization                                                            Employer identification number
     TAX ANALYSTS                                                                           23-7073182




       LINE 23 MORTGAGES AND OTHER NOTES PAYABLE SUPPLEMENTAL INFORMATION

       ORIGINAL AMOUNT                                       $7,840,000

       MATURITY DATE                                         JULY 1, 2021

       SECURITY PROVIDED                                     LETTER OF CREDIT

          PURPOSE OF LOAN                                    FINANCING TO PURCHASE, FURNISH

                                                            AND EQUIP HEADQUARTERS

       BEGINNING BALANCE DUE                                 $7,840,000

       TOTAL BEGINNING MORTGAGES AND

       OTHER NOTES PAYABLE                                   $7,840,000



        PROCESS FOR DETERMINING COMPENSATION

        PART VI SECTION B QUESTION 15

       THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO (THE

       PRESIDENT) AND CFO INCLUDES A REVIEW, EVALUATION, AND RECOMMENDATION BY

       THE BOARD OF DIRECTORS' HUMAN RESOURCE COMMITTEE TO THE BOARD OF

       DIRECTORS. THE RECOMMENDATION IS BASED ON COMPARABLE DATA GATHERED FROM

       INDEPENDENT SOURCES (PROFESSIONAL COMPENSATION STUDIES) AND OTHER

       RELEVANT INFORMATION.               THE BOARD OF DIRECTORS DELIBERATES AND HAS FINAL

       APPROVAL. THE BOARD MINUTES PROVIDE CONTEMPORANEOUS SUBSTANTIATION OF THE

       DELIBERATION AND DECISION.



        CONFLICT OF INTEREST POLICY

        PART VI SECTION B, LINE 12C

       THE POLICY IS STATED IN THE EMPLOYEE PROCEDURES MANUAL THAT IS

       DISTRIBUTED TO ALL EMPLOYEES AND OFFICERS. THE PRESIDENT AND HUMAN

       RESOURCES DEPARTMENT MONITOR, UPDATE, AND ENFORCE ALL PROCEDURES



    JSA                                                                                   Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012           1:47:09 PM   V 10-8.3            27565                                PAGE 31
    Schedule O (Form 990 or 990-EZ) 2010                                                                              Page 2
    Name of the organization                                                         Employer identification number
     TAX ANALYSTS                                                                        23-7073182




       INCLUDING THE CONFLICT OF INTEREST POLICY AND COMPLIANCE ON AN ONGOING

       BASIS.



        SECTION B POLICIES

        FORM 990 PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURES

       SECTION B POLICIES, LINE 11          A FINAL DRAFT FORM 990 AND ALL RELATED

       SCHEDULES AND STATEMENTS ARE SUBMITTED FOR REVIEW TO THE ORGANIZATION'S

       FINANCE AND AUDIT COMMITTEE. THE COMMENTS FROM THIS COMMITTEE ARE

       INCORPORATED INTO THE FINAL VERSION THAT IS FILED WITH THIS IRS. THE

       COMMITTEE IS DESIGNATED BY THE BOARD OF DIRECTORS AS THE BOARD'S DESIGNEE

       TO PERFORM THE REVIEW OF THE FORM 990.



        PUBLIC DISCLOSURE

        FORM 990 2010 PART VI SECTION C LINE 19 PUBLIC DISCLOSURE

       THE ORGANIZATION MAKES AVAILABLE EACH YEAR ITS AUDITED FINANCIAL REPORT,

       TAX RETURN (FORM 990 AND ALL RELATED SCHEDULES) ON ITS WEBSITE AND ON

       ANOTHER WEBSITE WHERE MOST NONPROFITS REPORTS ARE PRESENTED AND PUBLICLY

       AVAILABLE. IN ADDITION, THE REPORTS ARE AVAILABLE ON REQUEST.



       THE ORGANIZATION CURRENTLY DOES NOT MAKE ITS CONFLICT OF INTEREST

       POLICIES AVAILABLE TO THE PUBLIC.



        LINE 24F ALL OTHER EXPENSES

        FORM 990         2010 PART IX STATEMENT OF FUNCTIONAL EXPENSES

       LINE 24F ALL OTHER EXPENSES

       DESCRIPTION                             TOTAL        PROGRAM   MANAGEMENT



    JSA                                                                                Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012       1:47:09 PM   V 10-8.3          27565                                   PAGE 32
    Schedule O (Form 990 or 990-EZ) 2010                                                                                  Page 2
    Name of the organization                                                             Employer identification number
     TAX ANALYSTS                                                                            23-7073182




       VEHICLE                               $ 13,186      $   11,327     $ 1,859

       BUILDING MAINT. & TAXES               $521,045      $ 447,601      $73,444

       SUPPLIES                              $404,114       $346,056      $58,058

       TELEPHONE                             $119,727       $102,851      $16,876

                                             =========         ========     =======

       TOTAL ALL OTHER EXPENSES            $1,058,072       $907,835      $150,237



        CHANGES IN NET ASSETS AND FUND BALANCES

        PART XI LINE 5

       OTHER CHANGES IN NET ASSETS OR FUND BALANCES



       DESCRIPTION



       UNREALIZED GAIN ON SECURITIES PORTFOLIO                 $   1,947,189
                                                                                       ATTACHMENT 1
     FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

     THE FUNDAMENTAL GOAL OF TAX ANALYSTS IS TO SERVE THE PUBLIC. THE

     ORGANIZATION'S PUBLICATIONS ARE THE PRINCIPAL MEANS OF SERVICE.

     FIRST, THROUH THE PUBLICATIONS AND OTHER MEANS, THE ORGANIZATION

     PROVIDES A FORUM FOR TAX PROFESSIONALS TO DISCUSS A WIDE VARIETY OF

     ISSUES. IT IS TAX ANALYSTS' CONVICTION THAT SOUND PUBLIC POLICY WILL

     EMERGE OUT OF THE INTERPLAY OF IDEAS IN A PUBLIC FORUM. BY PROVIDING

     A FORUM FOR IDEAS, THE ORGANIZATION SEEKS TO ENCOURAGE DEVELOPMENT OF

     FISCAL SYSTEMS THAT ARE FAIR, SIMPLE, AND ECONOMICALLY EFFICIENT.

     THE ORGANIZATION ALSO USES ITS RESOURCES TO FOSTER TRANSPARENCY OF

     THE TAX SYSTEM; TO EDUCATE THE PRESS AND TAX POLICYMAKERS; AND TO

     TIMELY PUBLISH INFORMATION AND MATERIALS THAT WILL FOSTER GOOD TAX



    JSA                                                                                    Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012       1:47:09 PM    V 10-8.3              27565                                  PAGE 33
    Schedule O (Form 990 or 990-EZ) 2010                                                                                  Page 2
    Name of the organization                                                             Employer identification number
     TAX ANALYSTS                                                                           23-7073182
                                                                                       ATTACHMENT 1 (CONT'D)
     FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

     POLICY DEBATE.

     BY ENCOURAGING STRONG AND FAIR INVESTIGATIVE JOURNALISM THE

     ORGANIZATION'S PUBLICATIONS SERVE AN IMPORTANT WATCHDOG FUNCTION.




                                                                                        ATTACHMENT 2

     FORM 990, PART III - PROGRAM SERVICE, LINE 4A

       EDUCATION.              TAX ANALYSTS CONTINUES TO PROVIDE INTERPRETIVE AND

       ANALYTIC INFORMATION PERTAINING TO THE CREATION, IMPLEMENTATION,

       AND ANALYSIS OF TAX LAW THROUGH ITS PUBLISHING ACTIVITIES.              ITS

       FLAG SHIP PUBLICATION, TAX NOTES MAGAZINE, IS THE PRIMARY

       PUBLICATION USED BY TAX PRACTIONERS AND EXPERTS, LEGISLATURES, AND

       ACADEMICS TO ANALYZE AND DISCERN TAX LAW.              RULINGS OF THE COURTS,

       A PUBLIC TAX POLICY DEBATE, IRS DISCLOSURE, AND THE SOCIAL AND

       CORPORATE IMPACT OF TAX LAW ARE ANALYZED AND DEBATED IN TAX

       ANALYSTS PUBLICATIONS.              IN ADDITION TO THE U.S. FEDERAL TAXATION,

       TAX ANALYSTS PERFORMS SIMILIAR PUBLISHING AND ANALYSIS FOR STATE

       AND FOREIGN GOVERNMENTS. PROGRAM SERVICE ACCOMPLISHMENTS: THROUGH

       THE ORGANIZATION'S DAILY, WEEKLY, AND MONTHLY PUBLICATIONS AND

       THROUGH ITS CONTENT ONLINE, TAX ANALYSTS EDUCATED TAX

       PROFESSIONALS AND TAX OFFICIALS ABOUT CURRENT EVENTS AND ISSUES IN

       UNITED STATES TAX POLICY AND PRACTICE.              TAX ANALYSTS' PUBLICATIONS

       SERVE OUR COUNTRY'S TAX SYSTEM IN MANY WAYS.              THE INFORMATION

       CONTAINED IN THE PUBLICATIONS AND MADE AVAILABLE ONLINE HAS A

       POSITIVE EFFECT ON OUR COUNTRY'S TAX POLICY, LEGISLATION, AND

       ADMINISTRATION.              TAX ANALYSTS' INVESTIGATIVE JOURNALISM BRINGS TO




    JSA                                                                                    Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012          1:47:09 PM   V 10-8.3          27565                                    PAGE 34
    Schedule O (Form 990 or 990-EZ) 2010                                                                                Page 2
    Name of the organization                                                           Employer identification number
     TAX ANALYSTS                                                                          23-7073182

                                                                                      ATTACHMENT 2 (CONT'D)

       LIGHT PROBLEMS IN THE TAX SYSTEM AND TAX PLANNING SCHEMES THAT MAY

       CAUSE PROBLEMS FOR TAX ADMINISTRATORS.             NEWS AND ANALYSIS PIECES

       HELP KEEP TAX ADMINISTRATION FAIR AND TRANSPARENT. THE WORLD'S

       INCREASINGLY COMPLEX TAX SYSTEMS CONTINUE TO HAVE AN INCREASINGLY

       SIGNIFICANT EFFECT ON THE UNITED STATES TAX SYSTEM, AND TAX

       ANALYSTS HAS MAINTAINED ITS STRONG POSITION IN COMMUNICATING VITAL

       TAX INFORMATION TO A WORLDWIDE AUDIENCE.             THE AUDIENCE INCLUDES

       PRIVATE SECTOR TAX PROFESSIONALS SEEKING TO MAXIMIZE EFFICIENCIES,

       AS WELL AS UNITED STATES GOVERNMENT OFFICIALS SEEKING ENHANCED

       INTERNATIONAL COOPERATION ACROSS A RANGE OF TAX ISSUES. READERS OF

       TAX ANALYSTS' MATERIALS AND INFORMATION INCLUDE THE LEADING TAX

       PEOPLE IN 72% OF THE FORTUNE 100, ALL OF THE TOP 25 INTERNATIONAL

       LAW FIRMS, 95% OF THE COUNTRY'S TOP 100 LAW FIRMS, AND THE BIG

       FOUR ACCOUNTING FIRMS, IN ADDITION TO MOST UNIVERSITY AND COLLEGE

       LAW LIBRARIES.             MORE THAN 150,000 TAX PROFESSIONALS, GOVERNMENT

       OFFICIALS, AND ACADEMICS AROUND THE GLOBE RELY ON TAX ANALYSTS'

       PRODUCTS FOR TAX NEWS, ANALYSIS, AND DAILY COMMENTARY, HELPING

       GOVERNMENTS TO TAX CITIZENS FAIRLY, SIMPLY AND EFFICIENTLY. TAX

       ANALYSTS PUBLISHES DAILY, WEEKLY, AND MONTHLY PUBLICATIONS IN

       PRINT, THROUGH ONLINE DISTRIBUTORS AND ON THE WEB.




                                                                                      ATTACHMENT 3

     990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS

     NAME AND ADDRESS                                                DESCRIPTION OF SERVICES          COMPENSATION

     FRANCIS SULLIVAN                                                AD AGENCY                               111,473.
     9523 MILSTEAD DRIVE



    JSA                                                                                  Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012         1:47:09 PM   V 10-8.3            27565                                 PAGE 35
    Schedule O (Form 990 or 990-EZ) 2010                                                                              Page 2
    Name of the organization                                                         Employer identification number
     TAX ANALYSTS                                                                       23-7073182
                                                                                    ATTACHMENT 3 (CONT'D)

     990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS

     NAME AND ADDRESS                                              DESCRIPTION OF SERVICES          COMPENSATION

     BETHESDA, MD 20817

                                            TOTAL COMPENSATION                                             111,473.




    JSA                                                                                Schedule O (Form 990 or 990-EZ) 2010

0E1228 2.000
               14239L 3947 6/19/2012       1:47:09 PM   V 10-8.3            27565                                 PAGE 36
0E7000 1.000
                                                      RENT AND ROYALTY INCOME
 Taxpayer's Name                                                                                                                              Identifying Number
  TAX ANALYSTS                                                                                                                            23-7073182
 DESCRIPTION OF PROPERTY
  400 S MAPLE AVENUE
       Yes         No        Did you actively participate in the operation of the activity during the tax year?
   REAL RENTAL INCOME
 OTHER INCOME
                                                                                   mmmmmmmm
                                                                                  mmmmmmmmm
  GROSS INCOME                                                                                                                 765,391.
 TOTAL GROSS INCOME              mmmmmmmmmmmmmmmmmmmmmmmmmm
                                mmmmmmmmmmmmmmmmmmmmmmmmmm                                                                                                765,391.
 OTHER EXPENSES:
   SEE ATTACHMENT




                         mmmmmmmmmmmm
                         mmmmmmmmmmmmm
 DEPRECIATION (SHOWN BELOW)              420,672.
                           mmmmmmmmmmm
                          mmmmmmmmmmmm
      LESS: Beneficiary's Portion
 AMORTIZATION        mmmmmmmmmmmmmmmm
                    mmmmmmmmmmmmmmmm
                         mmmmmmmmmmmm
                         mmmmmmmmmmmmm
      LESS: Beneficiary's Portion
 DEPLETION         mmmmmmmmmmmmmmmmm
                  mmmmmmmmmmmmmmmmm
                         mmmmmmmmmmmm
                         mmmmmmmmmmmmm
      LESS: Beneficiary's Portion
 TOTAL EXPENSES       mmmmmmmmmmmmmmmmmmmmmmmmmmm
                     mmmmmmmmmmmmmmmmmmmmmmmmmmmm
                               mmmmmmmmmmmmmmmmmmmmm
                              mmmmmmmmmmmmmmmmmmmmm
 TOTAL RENT OR ROYALTY INCOME (LOSS)
                                                                                                                                                          877,271.
                                                                                                                                                         -111,880.
 Less Amount to
      Rent or Royalty mmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmm
      Depreciation   mmmmmmmmmmmmmmmmmmmmmm
                    mmmmmmmmmmmmmmmmmmmmmm
      Depletion     mmmmmmmmmmmmmmmmmmmmmm
                   mmmmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmm
                      mmmmmmmmmmmmmmmmmmmmm
      Investment Interest Expense
      Other Expenses      mmmmmmmmmmmmmmmmmm
                         mmmmmmmmmmmmmmmmmm
                          mmmmmmmmmmmmmmmmmmmmmmmm
                         mmmmmmmmmmmmmmmmmmmmmmmm
      Net Income (Loss) to Others
                           mmmmmmmmmmmmmmmmmmmmmmm
                          mmmmmmmmmmmmmmmmmmmmmmmm
                             mmmmmmmmmmmmmmmmmmmmmm
                            mmmmmmmmmmmmmmmmmmmmmmm
 Net Rent or Royalty Income (Loss)
 Deductible Rental Loss (if Applicable)
                                                                                                                                                         -111,880.
 SCHEDULE FOR DEPRECIATION CLAIMED

                                                                               (d)     (e)                        (g) Depreciation            (i) Life
                                              (b) Cost or        (c) Date    ACRS     Bus.        (f) Basis for             in         (h)        or     (j) Depreciation
      (a) Description of property
                                           unadjusted basis      acquired     des.      %        depreciation         prior years    Method     rate        for this year


SEE ATTACHMENT




JSA    Totals      mmmmm
                  mmmmm                                           mmmmmmmmmmmmmmmmmmmm
                                                                 mmmmmmmmmmmmmmmmmmmm
        14239L 3947                   6/19/2012                1:47:09 PM                 V 10-8.3                         27565                           PAGE 37
TAX ANALYSTS                                                     23-7073182



SUPPLEMENT TO RENT AND ROYALTY SCHEDULE


OTHER INCOME


    GROSS INCOME                                                765,391.
                                                                765,391.

OTHER DEDUCTIONS


     CLEANING                                                    37,950.
     COMMISSIONS                                                 43,832.
     INSURANCE                                                    7,193.
     MANAGEMENT FEES                                             26,136.
     MORTGAGE INTEREST PAID TO FINANCIAL INSTITUTIONS           115,892.
     REPAIRS                                                     42,698.
     TAXES                                                       74,815.
     UTILITIES                                                   71,466.
     ELEVATOR                                                     2,584.
     SECURITY                                                     7,872.
     LOT & LANDSCAPING                                            7,043.
     GENERAL & ADMINISTRATIVE                                       976.
     MISCELLAENEOUS                                              16,467.
     PARKING                                                      1,675.
                                                                456,599.




 14239L 3947   6/19/2012   1:47:09 PM   V 10-8.3        27565              PAGE 38
 TAX ANALYSTS                                                         23-7073182


RENT AND ROYALTY SUMMARY


                                                                     ALLOWABLE
                            TOTAL      DEPLETION/          OTHER        NET
PROPERTY                    INCOME     DEPRECIATION      EXPENSES      INCOME


400 S MAPLE AVENUE          765,391.         420,672.    456,599.    -111,880.

           TOTALS           765,391.         420,672.    456,599.    -111,880.




   14239L 3947      6/19/2012   1:47:09 PM    V 10-8.3       27565           PAGE 39
                                                                                                                                                                       OMB No. 1545-0687
                 990-T                        Exempt Organization Business Income Tax Return(and proxy tax under section 6033(e))
    Form
                                                                                                               07/01 , 2010, and                                           ¾´
                                                                                                                                                                          ˵
                                                                                                                 I
    Department of the Treasury                     For calendar year 2010 or other tax year beginning
                                                                                                                                                                    Open to Public Inspection
    Internal Revenue Service                            ending         06/30 , 20 11 .                See separate instructions.                                for 501(c)(3) Organizations Only
                  Check box if                         Name of organization (        Check box if name changed and see instructions.)              D Employer identification number
    A                                                                                                                                                 (Employees' trust, see instructions for Block D on
                  address changed
                                                                                                                                                      page 9.)

    B Exempt under section                              TAX ANALYSTS
         X      501(   C    )(   3     )       Print   Number, street, and room or suite no. If a P.O. box, see page 8 of instructions.             23-7073182
                                                  or                                                                                               E Unrelated business activity codes
                408(e)               220(e)
                                               Type
                                                        400 SOUTH MAPLE AVENUE
                                                                                                                                                      (See instructions for Block E on page 9.)
                408A                 530(a)             4TH FLOOR
          529(a)                                       City or town, state, and ZIP code
    C Book value of all assets                          FALLS CHURCH, VA 22046                                                                      532000
      at end of year
                                              F   Group exemption number (See instructions for Block F on page 9.)              I
             59,190,298.                      G   Check organization type       IX         501(c) corporation                   501(c) trust        401(a) trust                        Other trust
    H Describe the organization's primary unrelated business activity.                        I   RENTAL BUSINESS
                                                                                                                                                    mmm
                                                                                                                                                   mmmm
    I       During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group?
            If "Yes," enter the name and identifying number of the parent corporation.                     I                                           I                             Yes       X      No


    J The books are in care of
        Part I
                                                  I
                                          FORREST MAROVELLI CFO
                           Unrelated Trade or Business Income
                                                                                                                         Telephone number
                                                                                                                (A) Income
                                                                                                                                               I
                                                                                                                                              703-533-4400
                                                                                                                                       (B) Expenses        (C) Net
        1 a Gross receipts or sales


        2
            b   Less returns and allowances

                                                  mmmmmm
                                                    mmmmm
                Cost of goods sold (Schedule A, line 7)
                                                                 I               c Balance       1c
                                                                                                  2
        3                                            mmmmm
                                                    mmmmm
                Gross profit. Subtract line 2 from line 1c                                        3
                                                       mmmm
                                                      mmmm
        4 a Capital gain net income (attach Schedule D)                                          4a
                                                               m m
            b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797)                   4b


        5
                                               mmmmmmm
                                              mmmmmmm
            c Capital loss deduction for trusts
                Income (loss) from partnerships and S corporations (attach statement)
                                                                                                 4c
                                                                                                  5
        6       Rent income (Schedule C)   mmmmmmmm
                                         mmmmmmmmm                                                6
        7
        8
                                                         mmm
                                                        mmmm
                Unrelated debt-financed income (Schedule E)         765,391.
                Interest, annuities, royalties, and rents from controlled
                                                                                            877,271.
                                                                                                  7         -111,880.


        9
                organizations (Schedule F) mmmmmmmm
                                          mmmmmmmmm
                Investment income of a section 501(c)(7), (9), or (17)
                                                                                                  8


                organization (Schedule G)  mmmmmmmm
                                         mmmmmmmmm                                                9
    10                                                   mmm
                                                       mmmm
                Exploited exempt activity income (Schedule I)                                    10
    11                                         mmmmmmm
                                              mmmmmmm
                Advertising income (Schedule J)                                                  11


                                               mmmmmmm11 of the instructions for limitations877,271. (Except for
                                                 mmmmmm          m
    12          Other income (See page 10 of the instructions; attach schedule.)                 12
    13          Total. Combine lines 3 through 12                   765,391.                     13         -111,880.
        Part II            Deductions Not Taken Elsewhere (See page                         on deductions.)
                           contributions, deductions must be directly connected with the unrelated business income.)

                                        mmmmmmmmmmmmmmmmmmmmmmm
                                       mmmmmmmmmmmmmmmmmmmmmmm
    14          Compensation of officers, directors, and trustees (Schedule K)                                                                          14
    15          Salaries and wages                     mmmmmmmmmmmm
                                                      mmmmmmmmmmmmm                                                                                     15
    16          Repairs and maintenance    mmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmmmm                                                                                        16
    17          Bad debts             mmmmmmmmmmmmmmmmmmmmmmmmm
                                     mmmmmmmmmmmmmmmmmmmmmmmmm                                                                                          17
    18          Interest (attach schedule) mmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmmmm                                                                                        18
    19
    20
                Taxes and licenses       mmmmmmmmmmmmmmmmmmmmmmm
                                        mmmmmmmmmmmmmmmmmmmmmmm
                                                           mmmmmmmmm
                                                            mmmmmmmmm
                Charitable contributions (See page 13 of the instructions for limitation rules.)
                                                                                                                                                        19
                                                                                                                                                        20
    21                                       mmmmmmmmmmmm
                                            mmmmmmmmmmmm
                Depreciation (attach Form 4562)                     0.                                                    21
    22                                                   mmm
                                                        mmmm
                Less depreciation claimed on Schedule A and elsewhere on return                                          22a                           22b                                             0.
    23          Depletion             mmmmmmmmmmmmmmmmmmmmmmmmm
                                     mmmmmmmmmmmmmmmmmmmmmmmmm                                                                                          23
    24                                            mmmmmmmmmmmmmmmm
                                                 mmmmmmmmmmmmmmmmm
                Contributions to deferred compensation plans                                                                                            24
    25          Employee benefit programs  mmmmmmmmmmmmmmmmmmmmm
                                          mmmmmmmmmmmmmmmmmmmmm                                                                                         25
    26                                         mmmmmmmmmmmmmmmmmm
                                              mmmmmmmmmmmmmmmmmmm
                Excess exempt expenses (Schedule I)                                                                                                     26
    27                                         mmmmmmmmmmmmmmmmmm
                                              mmmmmmmmmmmmmmmmmmm
                Excess readership costs (Schedule J)                                                                                                    27
    28                                        mmmmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmmmm
                Other deductions (attach schedule)                                                                                                      28
    29                                           mmmmmmmmmmmmmmmmm
                                                mmmmmmmmmmmmmmmmm
                Total deductions. Add lines 14 through 28                                                                                               29                               0.
    30                                                             mmm
                                                                  mmm
                Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13                                    30                        -111,880.
    31                                                 mmmmmmmmmmmm
                                                      mmmmmmmmmmmmm
                Net operating loss deduction (limited to the amount on line 30)                                                                         31
    32                                                          mmmmm
                                                               mmmmmm
                Unrelated business taxable income before specific deduction. Subtract line 31 from line 30                                              32                        -111,880.
    33                                                       mmmmmmmm
                                                            mmmmmmmm
                Specific deduction (Generally $1,000, but see line 33 instructions for exceptions.)                                                     33                           1,000.
    34
                                              mmmmmmmmmmmmmmmmmmm
                                             mmmmmmmmmmmmmmmmmmmm
                Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32,
                enter the smaller of zero or line 32
JSA For Paperwork Reduction Act Notice, see instructions.
                                                                                                                                                        34
                                                                                                                                                                             Form
                                                                                                                                                                                  -111,880.
                                                                                                                                                                                      990-T (2010)
0E1610 0.020
                  14239L 3947 6/19/2012                                1:47:09 PM                V 10-8.3                             27565                                                  PAGE 40
    Form 990-T (2010)                                                                                                                                              23-7073182                            Page 2
     Part III           Tax Computation
    35         Organizations       Taxable      as    Corporations.        See     instructions        for     tax        computation           on      page     15.
               Controlled group members (sections 1561 and 1563) check here
          a Enter your share of the $50,000,                 $25,000,     and $9,925,000
                                                                                                I        See instructions and:
                                                                                                  taxable income brackets (in that order):
               (1) $                                        (2) $                                      (3) $
                                                                       mmm
                                                                      mmmm
          b Enter organization's share of: (1) Additional 5% tax (not more than $11,750)                                           $
                                                    mmmmmmmmmm
                                                   mmmmmmmmmm
               (2) Additional 3% tax (not more than $100,000)                                                                      $

    36      Trusts Taxable at Trust Rates.
                                             mmmmmmmmmmmmmmmmmm
                                           mmmmmmmmmmmmmmmmmmm
          c Income tax on the amount on line 34
                                                             See instructions
                                                                                     I
                                                                                    for tax computation                on page 16.               Income     tax on
                                                                                                                                                                         35c


               the amount on line 34 from:              Tax rate schedule or  mmmmm
                                                                             mmmmmm  I          Schedule D (Form 1041)                                                    36
    37                                         mmmmmmmmmmmmmmmmm
                                              mmmmmmmmmmmmmmmmmm
               Proxy tax. See page 16 of the instructions                            I                                                                                    37
    38
    39
                                     mmmmmmmmmmmmmmmmmmmmmm
                                    mmmmmmmmmmmmmmmmmmmmmm
               Alternative minimum tax
                                                              mmmmmmmmmmmmm
                                                               mmmmmmmmmmmmm
               Total. Add lines 37 and 38 to line 35c or 36, whichever applies
                                                                                                                                                                          38
                                                                                                                                                                          39
     Part IV            Tax and Payments
                                                                       mmmm
    40 a Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116)                                         40a
                                                   mmmmmmmmm
                                                 mmmmmmmmmm
          b Other credits (see page 16 of the instructions)                                                                  40b
                                               mmmmmmmmmm
                                              mmmmmmmmmmm
          c General business credit. Attach Form 3800                                                                        40c
                                                               mmmmm
                                                              mmmmmm
          d Credit for prior year minimum tax (attach Form 8801 or 8827)                                                     40d


    41
                                               mmmmmmmmmmmmmmmmmm
                                              mmmmmmmmmmmmmmmmmm
          e Total credits. Add lines 40a through 40d
                                       mmmmmmmmmmmmmmmmmmmmm
                                      mmmmmmmmmmmmmmmmmmmmm
               Subtract line 40e from line 39
                                                                                                                                                                         40e



                                       mmmmmmmmmmmmmmmmmmmmm
                                                                                                                                                                          41


                                         mmmmmmmmmmmmmmmmmmmm                        m
    42         Other taxes. Check if from:       Form 4255           Form 8611           Form 8697             Form 8866                    Other (attach schedule)       42
    43         Total tax. Add lines 41 and 42                                                                                                                             43
                                                      mmmmmmmm
                                                    mmmmmmmmm
    44 a Payments: A 2009 overpayment credited to 2010                                                                       44a
                                       mmmmmmmmmmmmm
                                      mmmmmmmmmmmmmm
          b 2010 estimated tax payments                                                                                      44b
                                         mmmmmmmmmmmmm
                                       mmmmmmmmmmmmm
          c Tax deposited with Form 8868                                                                                     44c


                                             mmmmmmmmmmm
                                           mmmmmmmmmmmm              mmm
                                                                   mmmm
          d Foreign organizations: Tax paid or withheld at source (see instructions)
          e Backup withholding (see instructions)
                                                                                                                             44d
                                                                                                                             44e
          f                                                           mmm
                                                                     mmm
               Credit for small employer health insurance premiums (Attach Form 8941)
          g Other credits and payments:                                 Form 2439
                                                                                                                             44f



    45
                       Form 4136
                                                 mmmmmmmmmmmmmmmmm
                                               mmmmmmmmmmmmmmmmmm
               Total payments. Add lines 44a through 44g
                                                                          I
                                                                        Other                                  Total             44g
                                                                                                                                                                          45
                                                                            mmmmm
                                                                           mmmmmm
                                                                         mmmmmmmIm
    46         Estimated tax penalty (see page 4 of the instructions). Check if Form 2220 is attached                                                                     46
    47                                                                    mmmmmmmm  mI
               Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed                                                                           47                                  0.
                                                                            mm mmmm
                                                                             mm
                                                                   I Information mmmmI
    48                                                                                                                                                                    48                                  0.
                                                                                     I
               Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid
    49         Enter the amount of line 48 you want: Credited to 2011 estimated tax                                                                   Refunded           49                                   0.
     Part V             Statements Regarding Certain Activities and Other                                                                           (see instructions on page 17)
      1       At any time during the 2010 calendar year, did the organization have an interest in or a signature or other authority over a financial                                               Yes    No
              account (bank, securities, or other) in a foreign country? If YES, the organization may have to file Form TD F 90-22.1, Report of Foreign


      2
              Bank and Financial Accounts. If YES, enter the name of the foreign country here
                                                                                                                     I
               During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?                                     mm
                                                                                                                                                                                      mm
                                                                                                                                                                                                          X
                                                                                                                                                                                                          X
               If YES, see page 5 of the instructions for other forms the organization may have to file.
      3        Enter the amount of tax-exempt interest received or accrued during the tax year                    I$
    Schedule A - Cost of Goods Sold. Enter method of inventory valuation
      1                             m
               Inventory at beginning of year          1                                           6
                                                                                                                   I
                                                                                                         Inventory at end of year               mmmmm
                                                                                                                                                 mmmm                       6
      2        Purchases       mmmmm
                               mmmmm                   2                                           7     Cost        of    goods         sold. Subtract          line
      3        Cost of labor    mmmm
                               mmmmm                   3                                                 6     from       line    5.     Enter here and in
      4 a Additional section 263A costs                                                                  Part I, line 2       mmmmmmm
                                                                                                                             mmmmmmmm                                       7
               (attach schedule)  mmm
                                 mmmm                  4a                                          8     Do      the       rules       of     section     263A      (with       respect     to     Yes    No


      5
                                    m
                                    m
        b Other costs (attach schedule)
          Total. Add lines 1 through 4b
                                                       4b
                                                       5
                                                                                                         property produced
                                                                                                         to the organization?               mmmmmmmmmm
                                                                                                                                             mmmmmmmmmm
                                                                                                                                               or     acquired     for      resale)   apply
                                                                                                                                                                                                          X
                  Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
                  correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Sign
    Here          M                                                                                             M                                                     May the IRS discuss this return
                                                                                                                                                                      with the preparer shown below
                  Signature of officer                                                   Date                   Title                                                 (see instructions) ? X Yes   No
                         Print/Type preparer's name                               Preparer's signature                                 Date                                           PTIN
                                                                                                                                                                 Check         if
    Paid                                                                                                                                                         self-employed       P00082778
    Preparer
                         Firm's name
                                          I  ARONSON LLC                                                                                                         Firm's EIN
                                                                                                                                                                                I  37-1611326
    Use Only
                         Firm's address
                                          I  805 KING FARM BLVD., 3RD FLOOR
                                             ROCKVILLE, MD 20850
                                                                                                                                                                 Phone no.         301-231-6200
                                                                                                                                                                                          Form   990-T (2010)
    JSA

0E1620 0.040
                14239L 3947 6/19/2012                            1:47:09 PM               V 10-8.3                                          27565                                                   PAGE 41
    Form 990-T (2010)                                                     23-7073182                                                                                                        Page 3

    Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property)
       (see instructions on page 18)
    1. Description of property

    (1)
    (2)
    (3)
    (4)
                                                  2. Rent received or accrued
        (a) From personal property (if the percentage of rent               (b) From real and personal property (if the                   3(a) Deductions directly connected with the income
           for personal property is more than 10% but not                percentage of rent for personal property exceeds                      in columns 2(a) and 2(b) (attach schedule)
                           more than 50%)                                 50% or if the rent is based on profit or income)

    (1)
    (2)
    (3)
    (4)
    Total                                                            Total
                                                                                                                                         (b) Total deductions.

                                                             mm
                                                            mmm
    (c) Total income . Add totals of columns 2(a) and 2(b). Enter
                                                               I
                                                                                                                                         Enter here and on page 1,
    here and on page 1, Part I, line 6, column (A)
    Schedule E - Unrelated Debt-Financed Income (see instructions on page 19)
                                                                                                                                         Part I, line 6, column (B)
                                                                                                                                                                     I
                                                                                                                              3. Deductions directly connected with or allocable to
                                                                                      2. Gross income from or                                debt-financed property
                        1. Description of debt-financed property                     allocable to debt-financed
                                                                                              property                   (a) Straight line depreciation              (b) Other deductions
                                                                                                                              (attach schedule)                        (attach schedule)

    (1)   ATTACHMENT 1
    (2)
    (3)
    (4)
             4. Amount of average                 5. Average adjusted basis
             acquisition debt on or                   of or allocable to                   6. Column                                                               8. Allocable deductions
                                                                                           4 divided                    7. Gross income reportable              (column 6 x total of columns
          allocable to debt-financed               debt-financed property                                                 (column 2 x column 6)
          property (attach schedule)                  (attach schedule)                   by column 5                                                                    3(a) and 3(b))

    (1)                                                                                                          %
    (2)                                                                                                          %
    (3)                                                                                                          %
    (4)                                                                                                          %
                                                                                                                       Enter here and on page 1,               Enter here and on page 1,
                                                                                                                       Part I, line 7, column (A).             Part I, line 7, column (B).
           mmmmmmmmmmmmmmmmmmmmmmmmmm
         mmmmmmmmmmmmmmmmmmmmmmmmmmm
    Totals
                                                     mmmmmmI
                                                   mmmmmmm Organizations I
    Total dividends-received deductions included in column 8
    Schedule F - Interest, Annuities, Royalties, and Rents From Controlled                                                                    (see instructions on page 20)
                                                                                Exempt Controlled Organizations
               1. Name of controlled                  2. Employer                                                                          5. Part of column 4 that is    6. Deductions directly
                    organization                 identification number           3. Net unrelated income         4. Total of specified     included in the controlling   connected with income
                                                                                 (loss) (see instructions)         payments made          organization's gross income          in column 5

    (1)
    (2)
    (3)
    (4)
    Nonexempt Controlled Organizations
                                                                                                                             10. Part of column 9 that is            11. Deductions directly
                                                   8. Net unrelated income               9. Total of specified                                                      connected with income in
                7. Taxable Income                                                                                             included in the controlling
                                                    (loss) (see instructions)              payments made                                                                   column 10
                                                                                                                             organization's gross income
    (1)
    (2)
    (3)
    (4)
                                                                                                                           Add columns 5 and 10.                 Add columns 6 and 11.
                                                                                                                           Enter here and on page 1,             Enter here and on page 1,
                                                                                                                           Part I, line 8, column (A).           Part I, line 8, column (B).


    Totals       mmmmmmmmmmmmmmmmmmmm
                mmmmmmmmmmmmmmmmmmmmI                                                                                                                                       Form   990-T (2010)
    JSA

0E1630 0.020
               14239L 3947 6/19/2012                            1:47:09 PM              V 10-8.3                                 27565                                                 PAGE 42
    Form 990-T (2010)                                                          23-7073182                                                                                             Page 4
    Schedule G - Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions on page 20)
                                                                                                   3. Deductions                                                     5. Total deductions
                                                                                                                                        4. Set-asides
               1. Description of income                2. Amount of income                      directly connected                   (attach schedule)              and set-asides (col. 3
                                                                                                 (attach schedule)                                                       plus col. 4)
    (1)
    (2)
    (3)
    (4)
                                                     Enter here and on page 1,                                                                                    Enter here and on page 1,
                                                     Part I, line 9, column (A).                                                                                  Part I, line 9, column (B).

    Totals       mmmmmm
                mmmmmmI
    Schedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions on page 21)
                                                                                                   4. Net income
                                                                          3. Expenses                (loss) from                                                        7. Excess exempt
                                                     2. Gross                directly            unrelated trade or      5. Gross income                                     expenses
                                                    unrelated                                                                                    6. Expenses
                                                                        connected with           business (column       from activity that      attributable to         (column 6 minus
          1. Description of exploited activity   business income         production of            2 minus column         is not unrelated                               column 5, but not
                                                  from trade or                                                                                    column 5
                                                                           unrelated                3). If a gain,      business income                                     more than
                                                     business           business income           compute cols. 5                                                           column 4).
                                                                                                     through 7.
    (1)
    (2)
    (3)
    (4)
                                                 Enter here and on      Enter here and on                                                                                Enter here and
                                                    page 1, Part I,        page 1, Part I,                                                                                on page 1,

                mmmmmm
                mmmmmm
                                                  line 10, col. (A).     line 10, col. (B).                                                                              Part II, line 26.
    Totals            I
    Schedule J - Advertising Income (see instructions on page 21)
    Part I  Income From Periodicals Reported on a Consolidated Basis

                                                                                                   4. Advertising                                                     7. Excess readership
                                                     2. Gross                                    gain or (loss) (col.                                                   costs (column 6
                1. Name of periodical               advertising            3. Direct             2 minus col. 3). If     5. Circulation         6. Readership         minus column 5, but
                                                     income             advertising costs         a gain, compute           income                  costs                not more than
                                                                                                 cols. 5 through 7.                                                       column 4).


    (1)
    (2)
    (3)
    (4)


    Totals (carry to Part II, line (5))   m
                                          mI
                      Income From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns
     Part II
                      2 through 7 on a line-by-line basis.)

                                                                                                   4. Advertising                                                     7. Excess readership
                                                     2. Gross                                    gain or (loss) (col.                                                   costs (column 6
                1. Name of periodical               advertising            3. Direct             2 minus col. 3). If     5. Circulation         6. Readership         minus column 5, but
                                                     income             advertising costs         a gain, compute           income                  costs                not more than
                                                                                                 cols. 5 through 7.                                                       column 4).


    (1)
    (2)
    (3)
    (4)
    (5) Totals from Part I
                                                 Enter here and on      Enter here and on                                                                                 Enter here and
                                                    page 1, Part I,        page 1, Part I                                                                                  on page 1,

                                      mm
                                     mm
                                                  line 11, col. (A).     line 11, col. (B).                                                                               Part II, line 27.
    Totals, Part II (lines 1-5)        I
    Schedule K - Compensation of Officers, Directors, and Trustees(see instructions on page 21)
                                                                                                                               3. Percent of
                                    1. Name                                                   2. Title                       time devoted to             4. Compensation attributable to
                                                                                                                                 business                      unrelated business

    (1)                                                                                                                                        %
    (2)                                                                                                                                        %
    (3)                                                                                                                                        %
    (4)
                                                               mmmmmmmmmmmmmmmmm
                                                              mmmmmmmmmmmmmmmmm
                                                                                                                                               %
    Total. Enter here and on page 1, Part II, line 14                          I                                                                                       Form   990-T (2010)
    JSA

0E1640 0.020
                14239L 3947 6/19/2012                          1:47:09 PM              V 10-8.3                            27565                                                   PAGE 43
TAX ANALYSTS                                                                                                     23-7073182



SCHEDULE E - UNRELATED DEBT-FINANCED INCOME                                                             ATTACHMENT 1


                                                                                                            4.                  5.                    7.                 8.
                                                                               3.                    AVERAGE                  AVERAGE     6.     GROSS INCOME       ALLOCABLE
       1.                                              2.         DEDUCTIONS DIRECTLY CONNECTED      ACQUISITION          ADJUSTED      % 4 IS   REPORTABLE         DEDUCTIONS
DESCRIPTION OF DEBT-FINANCED PROPERTY          GROSS INCOME           (3A)            (3B)           DEBT                      BASIS     OF 5      (2 X 6)         6 * (3A + 3B)


400 SOUTH MAPLE AVENUE                                 765,391.        420,572.        877,271.


                                                                                                  TOTALS




                                                                                                                                                                ATTACHMENT 1
            14239L 3947   6/19/2012       1:47:09 PM               V 10-8.3                  27565                                                                   PAGE 44
 TAX ANALYSTS
                                                                                                   2010                                                                                          23-7073182
 Description of Property
 400 S MAPLE AVENUE
 DEPRECIATION
                                           Date      Unadjusted           179 exp.                                Beginning     Ending                                    MA Current-year
                                         placed in      Cost      Bus.    reduction    Basis        Basis for    Accumulated Accumulated      Me-                  ACRS CRS      179           Current-year
          Asset description               service     or basis     %       in basis   Reduction   depreciation   depreciation depreciation   thod Conv.     Life   class class expense         depreciation
 BLDG&IMPROVEMENTS                  12/31/2006 6,771,154. 100.000                                  6,771,154.      788,374.    1,014,079. SL              30.000                                     225,705.
 IMPROVEMENTS                       01/01/2008         122,647. 100.000                               122,647.       9,142.       13,230. SL              30.000                                       4,088.
 TENANT IMPROVEMENT                 01/01/2008         956,662. 100.000                               956,662.     177,840.      209,729. SL              30.000                                      31,889.
 BLDG&IMPROVEMENTS                  01/01/2009           6,940. 100.000                                 6,940.           40.          271. SL             30.000                                         231.
 TENANT IMPROVEMENT                 01/01/2009         273,376. 100.000                               273,376.     103,331.      112,444. SL              30.000                                       9,113.
 BLDG IMPROVEMENT                   01/01/2011         18,000. 100.000                                 18,000.                     4,990. SL              30.000                                       4,990.
 TENANT IMPROVEMENT                 01/01/2011         234,271. 100.000                               234,271.                   144,656. SL              30.000                                     144,656.




                  mmmmmm
                 mmmmmm
           mmmmmmmm
          mmmmmmmmm
 Less: Retired Assets
 Subtotals                                           8,383,050.                                    8,383,050.    1,078,727.    1,499,399.                                                            420,672.
 Listed Property




               mmmmmm
              mmmmmm
        mmmmmmmm
       mmmmmmmmm
 Less: Retired Assets


       mmmmmmmmm
     mmmmmmmmm
 Subtotals
 TOTALS                                              8,383,050.                                    8,383,050.    1,078,727.    1,499,399.                                                            420,672.
 AMORTIZATION
                                       Date            Cost                                                                     Ending
                                     placed in          or                                                       Accumulated Accumulated                                                       Current-year
         Asset description            service          basis                                                     amortization amortization Code     Life                                       amortization




 TOTALS     mmmmmmmmm
           mmmmmmmmm
*Assets Retired
JSA
0X9024 1.000

          14239L 3947        6/19/2012           1:47:09 PM               V 10-8.3                   27565                                                                           PAGE 45

								
To top