Laguna Niguel, CA 92677 Date: February 22, 2012 Elise F. Green 100 Congress Avenue, Suite 1100 Austin, TX 78701 Department of the Treasury Person to Contact: Telephone Numbet. The enclosed material is furnished to you under r.he provisions of a power of attorney or orher authorization you have on file with us. For your convenience, we have listed below the names of the taxpayers this material relates to. If you have any questions, please contact the person whose name and telephone number are shown above. Enclosures: [XJ Letters r I Reports [ I Otl1er Organization's Name: PROGRESS TEXAS Sincerely yours, LOIS G. LERNER Director, Exempt Organizations Letter 937 (DO) 2 Name: Progress Texas If we don't hear from you by the response due date shown above, we will assume you no longer want us to consider your application for exemption and will close your case. i\s a result, the Internal Revenue Service will treat you as a taxable entity. If we receive the information after the response due elate, we may ask you to send us a new application. ' We have sent a copy of this letter to your representative as indicated in Form 2848, Power of 1\ ttomey and Declaration of Representative. If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, Exempt Organizations Specialist Enclosure: Information Request Letter 131 2 (Rev. 05-2011) 3 Name: Progress Texas ~ RETURN THIS PAGE WITH YOUR RESPONSE Please read the Penalties of Perjury statement on page 1 above. Then, please sign and date below, indicating you agree to the Declaration. Name Date Additional Information Requested: PLEASE SEE ATTACHMENT PLEASE DIRECT ALL CORRESPONDENCE REGARDING YOUR CASE TO: .. US Mail: 24000 1\vila Road, Mail Stop 3000 Laguna Niguel, Ci\ 92677 Street Address for Delivery Service: Internal Revenue s, .... ,;r, 24000 Avila Ruad, Koom 4308 Laguna Niguel, CA 92677 Letter 1312 (Rev. 05-2011) T.,temal Revenue 24000 A vi! a Road Laguna Niguel, CA 92677 Date: February 22, 2012 Progress Texas P. 0. Box 2114 i\ustin, TX 78701 Dear Sir or Madam: Department of the Treasury Em lo er Identification Number: _ f'erson "L.unract _ _. Contact Telephone Numbers: Response Due Date: March 15, 2012 We need more information before we can complete our consideration of your application for exemption. Please provide the information requested on the enclosed Information Request by the response due date shmvn above. Your response must be signed by an authorized person or an officer whose name is listed on your application. Also, the information you submit should be accompanied by the following declaration: Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of my knowledge and belief, the information contains all the relevant facts relating to the request for the information, and such facts are true, correct, and complete. If we approve your application for exemption, we will be required by law to make the application and the information that you submit in response to this letter available for public inspection. Please ensure that your response doesn't include unnecessary personal identifying information, such as bank account numbers or Social Security numbers, that could result in identity theft or other adverse consequences if publicly disclosed. If you have any questions about the public inspection of your application or other documents, please call the person whose name and telephone number are shown above. To facilitate processing of your application, please attach a copy of this letter to your response and all correspondence related to your application. This will enable us to quickly and accurately associate the additional documents with your case file. Also, please note the following important response submission information: Please don' t fax and mail your response. Faxing and mailing your response will result in unnecessary delays in processing your application. Each piece of correspondence submitted (whether fa..x or mail) must be processed, assigned, and reviewed by an EO Determinations specialist. Please don't fax your response multiple times. Faxing your response multiple times will delay the processing of your application for the reasons noted above. Please don't call to verify receipt of your response without allm.ving for adequate processing time. It takes a minimum of three workdays to process your faxed or mailed response from the day it is received. ORGANIZATION: Progress Texas ADDITIONAL INFORMATION NOTE: Your response to this letter must be submitted over the signature of an authorized person or of an officer whose name is listed on the application. Also, the infonnation you submit should be accompanied by the following declaration: Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of my knowledge and belief, the information contains all the relevant facts relating to the request for the inf01mation. 1. Please submit statements regarding educational, work and philanthropic backgrounds of the organization's officers, directors, board members and trustees. 2. Please provide infonnation as follows pertaining to each of the organization's officers, directors or trustees: a. Please describe the duties that each individual perfom1s for the organization. b. Other than serving as an officer, director and/ or board member for the organization, please provide the names and addresses of each individual's employer/business, the nature of their employment/business, and the nwnber of hours devoted to their employment/business. 3. Other than the CDst Sharing Agreement submitted with Form 1024, please submit co i e ~ of .any other written leases, contracts or agreements entered into by the orgamzatlon. 4. Wtll anyone use the organization's facility other than for the purpose of directly carrying out its work? Will any of the directors or employees reside and/ or work (e.g. not related to the organization's activities) at the facility? If so, explain fully. Please fully explain if the owner of the facility is related to the organization and/ or its officers, directors, etc. in any way other than as landlord? 5. Please submit complete copies of the organization's financial statements and balance sheets for the following periods: a. Fiscal year ending December 31, 2011, and b. Period covering January 1, 2012 through Present. 6. Please provide copies of board meeting minutes since the organization's inception. 7. Please provide copies of agendas and/ or descriptions of topics covered at each of the organization's general meetings and events since inception. DATE: February 22, 2012 8. Please provide copies of materials distributed at each of the organization's meetings . . . smce mceptton. 9. Does the organization have a website? If so, please provide its website address and complete copies of the organization's web pages and action alerts from its website. Please also ensure to include web pages that are accessible only to members. 10. Please provide copies of all of the organization's promotional material. 11. Has the organization distributed or will it distribute materials or conduct other communications that are prepared by another organization or person? If so, provide the following: a. Please provide details of this activity. b. Please provide the names of the individual(s) and/ or organization(s) that prepared the materials. c. Please submit copies of materials and contents of the communications. d. 'When and where the distributions have been conducted or will be conducted? e. 'Who has distributed or -w-ill distribute the materials? 12. Is the organization a membership organization? If so, submit the following: a. Please indicate how many members the organization has currently. b. Please fully explain what the organization's memberships consist of (i.e. individuals, businesses, organizations, etc.). c. Please provide a numerical breakdown of members in each membership class. d. Please provide a complete copy of the member application/ registration fonn. e. Please provide the membership agreement and rules that govern members. f. Please provide a membership fee schedule. g. Please fully describe the requirements for membership. h. Please fully describe what services and benefits are available only to the organization's membership. 1. Please fully describe the members' roles and duties within the organization. 13. The anachment to Part II, Line 5 of Form 1024 indicates that the organization has a close connection to Progress Texas Institute. Please submit the following: a. Please fully describe the activities of Progress Texas Institute. b. Please fully describe how the activities of Progress Texas Institute differ from those of the organization. c. Please provide the website address for Progress Texas Institute. d. Please provide promotional material relating to Progress Texas Institute. ORGANIZATION: Progress Texas DATE: February22, 2012 e. Please provide the names of officers, directors and board members of Progress Texas Institute. f. Please fully explain if Progress Texas Institute has been granted exemption from the Internal Revenue Service. If so, please provide complete evidence. 14. Please submit a breakdown list showing the percentage of time and resources that the organization devotes to its activities (For example, this organization is spending 20% of its activities conducting educational seminars and conferences, 35% of its activities on fund-raising activities, etc.). 15. We wish to call the organization's attention to section 4.03 of Rev. Proc. 2008-9, 2008-2 I.R.B. 258 states: .03 Exempt status may be recognized in advance of the organization's operations if the proposed activities are described in sufficient detail to permit a conclusion that the organization will clearly meet the particular requirements for exemption pursuant to the section of the Internal Revenue Code under which exemption is claimed. (1) A mere restatement of exempt purposes ora statement that proposed activities will be in furtherance of such purposes will not satisfy this requirement (2) The organization must fully describe all of the activities in which it expects to engage, including the standards, criteria, procedures or other means adopted or planned for carrying out the activities, the anticipated sources of receipts, and the nature of contemplated expenditures. (3) Where the organization cannot demonstrate to the satisfaction of the Service that it qualifies for exemption pursuant to the section of the Internal Revenue Code under which exemption is claimed, the Service will generally issue a proposed adverse determination letter or ruling. The attachment to Part II, Line 1 on Page 2 of Form 1024 indicates that the organization's mission "is to build social, economic justice and grassroots democracy through community organizing, education, advocacy and electoral politics in Texas." The infotmation submitted with the exemption application does not contain sufficient information in detail to fully describe the organization's past, current and proposed activities. Therefore, please submit a much more detailed description of those activities. Please ensure to include the following: a. Please provide a detailed description of each activity. b. The date, location, and content schedule of each event. c. Copies of materials distributed to the audience at each event. ORGANIZATION: Progress Texas DATE: February 22, 2012 d. Please fully describe what resources the organization uses to gather information for Its activities. e. Identify the educational materials that were used by presenters at each event. f. The names and credentials of the instructors. g. If speeches or forums were conducted in the event, provide detailed contents of the speeches or forums, names of the speakers or panels, and their credentials. If any speakers or panel members were paid, provide the amount paid for each person. If not, please indicate that they volunteered to conduct the event. h. The names of persons from the organization and the amount of time they spent for each event. Indicate the name and amount of time they spent on the event. Indicate the name and amount of compensation that was paid to each person. 16. Form 1024 indicates that the organization will conduct get out to vote activities including registering, recruiting, educating, mobilizing and turning out voters in critical elections. Please provide the following: a. Please provide more details pertaining to each of these activities. b. Please provide a list to show locations, date and time for each of the events. c. Please fully explain who on the organization's behalf has conducted or will conduct the voter registration or get out to vote drives. d. Provide copies of all materials published or distributed regarding the activities, including copies of any voter guides. 17. Form 1024 indicates that the organization will coordinate a voting rights project to monitor and promote public policy as well as play a watchdog role in election oversight and protection. 18. Please fully describe the activities that the organization conducts that influence legislation. Please ensure to give detailed examples on how the organization educates and! or v.ill educate the public concerning key legislation and the positions of political candidates and elected officials on that legislation. 19. Please fully explain if the organization and/ or its officers, directors and board members engaged and! or will engage in business dealings with any political candidates and! or elected officials or an organization that is associated with the candidates and! or elected officials (i.e. renting office space, providing access to a membership list, etc.). If so, describe the relationship in detail and copies of any contracts or other agreements documenting the business relationship. 20. Has the organization conducted or will it conduct candidate forums or other events at which candidates running for public offices are invited to speak? If so, provide the following details and nature of the forum including: a. The names of candidates invited to participate. ORGANIZATION: Progress Texas Ai....:J _- - .--'"' DATE: February 22, 2012 b. The names of the candidates who did participate. c. The issues that were discussed. d. The time and location of the event. e. Copies of all materials provided and distributed at the fonun, including any internet or advertising material discussed or used at the forum. 21. Describe in detail the organization's fundraising through mail solicitations, email solicitations, and personal solicitations. Please submit copies of all solicitation materials that the organization distributes.
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