Beruflich Dokumente
Kultur Dokumente
OMB No 1545-0047
Return of Organization Exempt From Income Tax
Form 990
Department of the
Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code ( except black lung
benefit trust or private foundation) 2 00 6
Treasury -The organization may have to use a copy of this return to satisfy state reporting requirements
Internal Revenue
Service
A For the 2006 calendar year, or tax year beginning 01-01-2006 and ending 12 - 31-2006
C Name of organization D Employer identification number
B Check if applicable Please CHASE FOR LIFE INC
1 Address change use IRS 33-1129910
label or E Telephone number
print or Number and street (or P 0 box if mail is not delivered to street address ) Room /suite
(- Name change
type. See 655 Little Silver Point Road
F Initial return S p ecific
Instruc - City or town, state or country, and ZIP + 4 FAccounting method fl Cash F Accrual
(- Final return tions . Little Silver, NJ 07739
Other (specify) 0-
1 Amended return
(- Application pending
* Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not applicable to section 527 organizations
trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? (- Yes F No
H(b) If "Yes" enter number of affiliates 0-
G Web site: - www chaseforlife org
H(c) Are all affiliates included? (- Yes F_ No
(If "No," attach a list See instructions )
I Organization type (check only one) 1- F 95 501(c) (3) -4 (insert no ) 1 4947(a)(1) or F_ 527
H(d) Is this a separate return filed by an organization
K Check here 1- 1 if the organization is not a 509(a)(3) supporting organization and its gross receipts are covered by a group ruling? F Yes F No
normally not more than 25,000 A return is not required, but if the organization chooses to file a return,
be sure to file a complete return I Group Exemption Number 0-
c Net income or (loss) from special events Subtract line 9b from line 9a . c 1,134
c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10c
12 Total revenue Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 12 243,004
,A 18 Excess or (deficit) for the year Subtract line 17 from line 12 . 18 171,844
19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions . Cat No 11282Y Form 990 (2006)
Form 990 (2006) Page 2
Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section
Functional Expenses 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional
for others (See the instructions.)
Do not include amounts reported on line (B) Program (C) Management (D) Fundraising
( A) Total
6b, 8b, 9b, 1Ob, or 16 of Part I. services and general
29 Payroll taxes . 29
31 Accounting fees 31
32 Legal fees 32
36 Occupancy . . . . . . . . . 36
41 Interest 41
b 43b
c 43c
d 43d
e 43e
f 43f
g 43g
a Conduct free workshops to teach CPR and Heimlich basics at schools, daycare centers , homes, etc We use
certified EMT personnel to teach at these workshops We educated over 900 people in 2006 and have been
credited with saving the lives of two children involved in choking incidents
( Grants and allocations $ 7,099 ) If this amount includes foreign grants, check here F- 8 , 197
b Develop educational products to teach CPR and Heimlich basics We have created an animated 18 minute DVD
with a related brochure for in home and hospital education It is available for free on our web site We are seeking
a Corporate sponsor ( s) or partner to underwrite the mass distribution of this product on a national basis The
total cost of producing this DV D/ Brochure in 2006 was $ 191,866 We have capitalized $191,866 and will
amortize it in future years
(Grants and allocations $ ) If this amount includes foreign grants, check here - fl 39,622
c We are working with two local hospital chains involving thirteen hospitals to educate expectant mothers in the
basics of CPR and choking first aid They are using our DV D "How to Save a Life" in maternity wards and waiting
rooms We are working with them to develop a protocol for all hospitals, nationwide , and we are working to make
this education mandatory prior to hospital discharge of new mothers ( similar to shaken baby syndrome
education)
(Grants and allocations $ ) If this amount includes foreign grants, check here F- 1,015
d
(Grants and allocations $ ) If this amount includes foreign grants, check here F-
e Other program services ( attach schedule)
(Grants and allocations $ ) If this amount includes foreign grants, check here - F-
f Total of Program Service Expenses (should equal line 44, column (B), Program services) 48,834
Form 990 (2006)
Form 990 (2006) Page 4
50a Receivables from current and former officers, directors, trustees, and
key employees (attach schedule) 50a
b Receivables from other disqualified persons (as defined under section
4958(c)(3)(B) (attach schedule) 50b
59 Total assets (must equal line 74) Add lines 45 through 58 . 0 59 252,160
61 Grants payable 61
62 Deferred revenue 62
Organizations that follow SFAS 117, check here F and complete lines
67 through 69 and lines 73 and 74
67 Unrestricted . . . . . . . . . . . . . . . 67 171,844
0
68 Temporarily restricted 68
69 Permanently restricted 69
74 Total liabilities and net assets / fund balances Add lines 66 and 73 . 74 252,160
4 Other (specify)
b4
Add lines blthrough b4 . . . . . . . . . . . . . . . . . . . . b
c Subtract line bfrom line a . c 355,620
2 Other (specify)
d2
Add lines dl and d2 . . . . . . . . . . . . . . . . . . . . . d
e Total revenue (Part I, line 12) Add lines c and 355,620
d . e
Reconciliation of Ex p enses p er Audited Financial Statements With Ex p enses p er Return
a Total expenses and losses per audited financial statements a 183,776
4 Other (specify)
b4
Add lines blthrough b4 . . . . . . . . . . . . . . . . . . . . b
c Subtract line bfrom line a . . . . . . . . . . . . . . . . . . . . C 183,776
2 Other (specify)
d2
Add lines dl and d2 . . . . . . . . . . . . . . . . . . . . . d
e Total expenses (Part I, line 17) Add lines c and 183,776
d . e
Current Officers , Directors , Trustees, and Key Employees (List each person who was an officer,
director, trustee, or key employee at any time during the year even if they were not compensated.) (See the
instructions.)
(D) Contributions to
(E) Expense
(A) Name and address (B) Title and average hours (C) Compensation employee benefit plans &
account and other
per week devoted to position ( If not paid , enter -0-.) deferred compensation
allowances
plans
Farley Boyle
Executive Director
655 Little Silver Pt Rd 0 0 0
035 00
Little Silver, NJ 07739
William Snow
Secretary and Treasurer
319 Dolphin Shores Circle 0 0 0
005 00
Nokomis, FL 34275
Louise Lackey
Vice President
670 Little Silver Pt Rd 0 0 0
001 00
Little Silver, NJ 07739
Jennifer Panton
Director
22 CPS 4C 0 0 0
001 00
NewYork,NY 10019
Vicki Mc Dougal
Marketing Director
10 Georgetown Ave 0 0 0
001 00
Eatontown, NJ 07724
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business
relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) 75b Yes
c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether
tax exempt or taxable, that are related to the organization? See the instructions for the definition of "related 75c No
organization"
If "Yes," attach a statement that includes the information described in the instructions
d Does the organization have a written conflict of interest policy? 75d No
Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits
(described below) during the year, list that person below and enter the amount of compensation or other
benefits in the appropriate column. See the Instructions.)
(D) Contributions to
(C) Compensation employee benefit plans (E) Expense account and
(A) Name and address (B) Loans and Advances
(If not paid enter -0- and deferred compensation other allowances
plans
77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 No
78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a No
b If "Yes," has it filed a tax return on Form 990 -T for this year? 78b No
79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach
a statement 79 No
80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? 80a No
b Did the organization file Form 1120 -POL for this year? 1b o
83a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a Yes
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b Yes
84a Did the organization solicit any contributions or gifts that were not tax deductible? . 84a Yes
b If "Yes," did the organization include with every solicitation an express statement that such contributions or
gifts were not tax deductible? 84b Yes
85 501(c)(4), (5), or(6) organizations, a Were substantially all dues nondeductible by members? . . . . . . 85a No
b Did the organization make only in-house lobbying expenditures of $2,000 or less? . 85b No
If "Yes," was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization
received a waiver for proxy tax owed the prior year
c Dues assessments, and similar amounts from members . . . . . . 85c
d Section 162(e) lobbying and political expenditures 85d
f Taxable amount of lobbying and political expenditures (line 85d less 85e) . 85f
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 . 85g No
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto its
reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax
year?
85h No
86 501(c)(7) orgs. Enter a Initiation fees and capital contributions included on line 12 86a
b Gross receipts, included on line 12, for public use of club facilities . . . . 86b
87 501(c)(12) orgs. Enter a Gross income from members or shareholders . . . 87a
b Gross income from other sources (Do not net amounts due or paid to other
sources against amounts due or received from them ) . . . . . . 87b
88a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2
and 301 7701-3'' If "Yes," complete Part IX
88a Yes
b At any time during the year, did the organization directly or indirectly own a controlled entity within the meaning
of section 512(b)(13)'' If yes complete Part XI
88b No
89a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under
section 4911 - , section 4912 - , section 4955 0-
b 501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction during
the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement
explaining each transaction 89b No
f All organizations. Did the organization acquire direct or indirect interest in any applicable insurance contract?
89f No
g Forsupporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting
organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time
during the year?
89g No
90a List the states with which a copy of this return is filed 0- NJ
b N umber of employees employed in the pay period that includes March 12, 2006 ( See 90b
instructions ) . . . . . . . . . . . . . . . . . . . . .
91a Wi lliam Snow (9 41) 412-9 388
The books are in care of Telephone no 0-
b At any time during the calendar year, did the organization have an interest in or a signature or other authority
over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes No
account)? 91b No
f Medicare/Medicaid payments
Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
t of the organization's exempt purposes (other than by providing funds for such purposes)
101 The event resulted in very positive press reports as to the purpose of Chase for Life Inc and encou
101 education needs to save a childs life The Discovery Health channel via Runway Moms featured parts o
101 several different segments
i... V. ...Y L. V.. r•G{y Y. Y.. t YAY Y^G JY YrI^Y ^Y^ ^Grl Y^^Y
(A) (B)
Name, address , and EIN of corporation, Percentage of
partnership , or disregarded entity ownership interest
Child Safety LLC
PO Box 443
100 00 % (currently
Little Silver, N]07739
33-1129915
(b) Did the organization, during the year, pay premiums, directly or indirectly
NOTE : If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).
Form 990 (2006) Page 9
Li^ Information Regarding Transfers To and From Controlled Entities Complete only if the organization is
a controlling organization as defined in section 512(b)(13)
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of No
the Code? if "Yes," complete the schedule below for each controlled entity
Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of No
the Code? if "Yes," complete the schedule below for each controlled entity
Totals
Yes No
108 Did the organization have a binding written contract in effect on August 17, 2006 covering the interests, rents, No
royalties and annuities described in question 107 above?
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
Please 2007-11-15
Sign Signature of officer Date
Here
Farley Boyle President
Type or print name and title
Department of the
Supplementary Information -( See separate instructions.)
F MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
200 6
Treasury
Internal Revenue
Service
Name of the organization Employer identification number
C H A S E FOR LIFE INC
33-1129910
Compensation of the Five Highest Paid Employees Other Than Officers , Directors , and Trustees
(See nacre 2 of the instructions. List each one. If there are none. enter "None.")
(d) Contributions
(e) Expense
(a) Name and address of each employee (b) Title and average hours to employee benefit
(c) Compensation account and other
paid more than $50,000 per week devoted to position plans & deferred
allowances
compensation
None
1 During the year, has the organization attempted to influence national, state, or local legislation, include any attempt
to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in
connection with the lobbying activities 1111$ (Must equal amounts on line 38, Part VI-A, or line
iofPartVl-B) 1 No
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other
organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of the
lobbying activities
2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with
any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or
principal beneficiary? (If the answer to any question is "Yes,"attach a detailed statement explaining the transactions.)
a Sale, exchange, or leasing property? 2a No
b Lending of money or other extension of credit? 2b No
c Furnishing of goods, services, or facilities? 2c No
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)7 2d No
e Transfer of any part of its income or assets? 2e No
3a Did the organization make grants for scholarships, fellowships, student loans, etc '' (If "Yes," attach an explanation
of how the organization determines that recipients qualify to receive payments 3a No
b Did the organization have a section 403(b) annuity plan for its employees? 3b No
c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open
space, the environment , historic land areas or structures? If "Yes" attach a detailed statement 3c No
d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d No
4a Did the organization maintain any donor advised funds? If"Yes," complete lines 4b through 4g If"No," complete lines
4f and 4g 4a No
b Did the organization make any taxable distributions under section 49667 4b No
c Did the organization make a distribution to a donor, donor advisor, or related person? 4c No
d Enter the total number of donor advised funds owned at the end of the tax year
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor
advised funds included on line 4d) where donors have the right to provide advice on the distribution or 0
1111.
investment of amounts in such funds or accounts
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax
year 1111. 0
Reason for Non-Private Foundation Status (See pages 4 through 7 of the instructions.)
certify that the organization is not a private foundation because it is (Please check only ONE applicable box
5 1 A church, convention of churches, or association of churches Section 170(b)(1)(A)(i)
6 1 A school Section 170(b)(1)(A)(ii) (Also complete Part V )
7 1 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii)
8 1 A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v)
9 1 A medical research organization operated in conjunction with a hospital Section 170( b)(1)(A)(iii) Enter the hospital ' s name, city,
and state 111111
10 1 A n organization operated for the benefit of a college or university owned or operated by a governmental unit
Section 170(b)(1)(A)(iv) (Also complete the Support Schedule in Part IV-A)
11a 1 An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A)
11b 1 A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A)
12 F A n organization that normally receives ( 1) more than 331/3% of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc , functions-subject to certain exceptions, and (2 ) no more than 331/3% 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) (Also complete the Support Schedule in Part IV-A
13 fl An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3) Check the box that describes the type of supporting organization
Provide the following information about the supported organizations . ( see page 7 of the instructions.)
(c) (d)
(b) Type of Is the supported
organization organization listed in the (e)
( a) Employer
(described in supporting organization ' s Amount of
Name ( s) of supported organization ( s) identification
lines 5 through governing documents ? support?
number
12 above or
IRC section) Yes No
Total ^
14 fl An organization organized and operated to test for public safety Section 509 (a)(4) (See page 7 of the instructions )
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006 Page 4
Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method of accounting.
Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting.
Calendar year ( or fiscal year beginning in ) ok. (a) 2005 (b) 2004 (c) 2003 (d) 2002 (e) Total
15 Gifts, grants, and contributions received (Do not
0 0 0 0 0
include unusual grants See line 28 )
16 Membership fees received 0 0 0 0 0
17 Gross receipts from admissions, merchandise
sold or services performed, or furnishing of
0 0 0 0 0
facilities in any activity that is related to the
organization's charitable, etc , purpose
18 Gross income from interest, dividends, amounts
received from payments on securities loans
(section 512(a)(5)), rents, royalties, and
0 0 0 0 0
unrelated business taxable income (less section
511 taxes) from businesses acquired by the
organization after June 30, 1975
19 Net income from unrelated business activities
0 0 0 0 0
not included in line 18
20 Tax revenues levied for the organization's benefit
and either paid to it or expended on its 0 0 0 0 0
behalf
21 The value of services or facilities furnished to
the organization by a governmental unit without
charge Do not include the value of services or 0 0 0 0 0
facilities generally furnished to the public without
charge
22 Other income Attach a schedule Do not include
0 0 0 0 0
gain or (loss) from sale of capital assets
23 Total of lines 15 through 22 0 0 0 0 0
24 Line 23 minus line 17 0 0 0 0 0
25 Enter 1% of line 23 0 0 0 0
26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 ^ 26a
b Prepare a list for your records to show the name of and amount contributed by each person (other
than a governmental unit or publicly supported organization) whose total gifts for 2002 through
2005 exceeded the amount shown in line 26a Do not file this list with your return . Enter the total
of all these excess amounts ^ 26b
c Total support for section 509(a)(1) test Enter line 24, column (e) 26c
d Add Amounts from column (e) for lines 18 19
22 26b 26d
e Public support (line 26c minus line 26d total) ^ 26e
f Public support percentage ( line 26e ( numerator ) divided by line 26c (denominator)) ' 26f
27 Organizations described on line 12 : a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person,"
prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person
Do not file this list with your return . Enter the sum of such amounts for each year
(2005) (2004) (2003) (2002)
b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your
records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year
or (2) $5,000 (Include in the list organizations described in lines 5 through 11b, as well as individuals ) Do not file this list with your
return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of
these differences (the excess amounts) for each year
(2005) (2004) (2003) (2002)
17 0 20 0 21 0 ^ 27c
d Add Line 27a total and line 27b total 27d
e Public support (line 27c total minus line 27d total) 27e
f Total support for section 509(a)(2) test Enter amount from line 23, column (e) 11111 127f
g Public support percentage (line 27e ( numerator ) divided by line 27f (denominator))
h Investment income percentage ( line 18, column ( e) (numerator ) divided by line 27f (denominator)) 11111
28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005,
prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief
description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006 Page 4
Private School Questionnaire (See page 7 of the instructions.)
( To be com p leted ONLY b y schools that checked the box on line 6 in Part IV )
29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, Yes No
other governing instrument, or in a resolution of its governing body? 29 No
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? 30 No
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? 31 No
If "Yes," please describe, if "No," please explain (If you need more space, attach a separate statement
If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement
34a Does the organization receive any financial aid or assistance from a governmental agency? 34a No
b Has the organization 's right to such aid ever been revoked or suspended? 34b No
If you answered "Yes" to either 34a orb, please explain using an attached statement
35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05
of Rev Proc 75-50, 1975-2 C B 587, covering racial nondiscrimination? If "No," attach an explanation I 35 No
Schedule A (Form 990 or 990 - EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006 Page 5
Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions.)
(To be completed ONLY by an eligible organization that filed Form 5768)
Check ^ a 1 if the organization belongs to an affiliated group Check ^ b 1 if you checked "a" and "limited control" provisions apply
(a) (b)
Limits on Lobbying Expenditures Too be completed
group
for all electing
(The term "expenditures" means amounts paid or incurred totals
organizations
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36
41 Lobbying nontaxable amount Enter the amount from the following table-
If the amount on line 40 is- The lobbying nontaxable amount is-
Not over $500,000 20% of the amount on line 40
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 43
44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38 44
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720.
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below
See the instructions for lines 45 through 50 on page 13 of the instructions )
a Volunteers
b Paid staff or management (Include compensation in expenses reported on lines c through h.)
c Media advertisements
d Mailings to members, legislators, or the public
e Publications, or published or broadcast statements
f Grants to other organizations for lobbying purposes
g Direct contact with legislators, their staffs, government officials, or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
i Total lobbying expenditures (Add lines c through h.)
If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities
Schedule A (Form 990 or 990-EZ) 2006
Schedule A (Form 990 or 990-EZ) 2006 Page 6
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See page 13 of the instructions.)
51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 50 1(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of Yes No
(i) Cash 51a(i) No
(ii) Other assets a(ii) No
b Other transactions
(i) Sales or exchanges of assets with a noncharitable exempt organization b(i) No
(ii) Purchases of assets from a noncharitable exempt organization b(ii) No
(iii) Rental of facilities, equipment, or other assets b(iii) No
(iv) Reimbursement arrangements b(iv) No
(v) Loans or loan guarantees b(v) No
(vi) Performance of services or membership or fundraising solicitations b(vi) No
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c No
d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fai r market value of the
goods, other assets, or services given by the reporting organization If the organization received less than fair market value i n any
transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527' lk^ fl Yes F No
b If "Yes," complete the following schedule
Asset Amount
WebSite 1,070
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490319025627
Farley Boyle
Compensation I EE Benefit Plans I Expense Acct
jProgram Services
jMgmt & General
(Fundraising
William Snow
Compensation I EE Benefit Plans I Expense Acct
Program Services
Mgmt & General
Fundraising
Louise Lackey
Compensation I EE Benefit Plans I Expense Acct
Program Services
Mgmt & General
Fundraising
Jennifer Panton
Compensation I EE Benefit Plans I Expense Acct
Program Services
Mgmt & General
Fundraising
Vicki Mc Dougal
Compensation I EE Benefit Plans I Expense Acct
Program Services
Mgmt & General
Fundraising
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490319025627
Description Amount
Additional Data
Form 990 , Part II , Line 43 - Other expenses not covered above (itemize):
Do not include amounts reported on line ( A) Total (B) Program ( C) Management ( D) Fundraising
6b, 8b , 9b, 10b , or 16 of Part I. services and general
f Publications 43f 12 12
(- Application pending
* Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not applicable to section 527 organizations
trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? (- Yes F No
H(b) If "Yes" enter number of affiliates 0-
G Web site: - www chaseforlife org
H(c) Are all affiliates included? (- Yes F_ No
(If "No," attach a list See instructions )
I Organization type (check only one) 1- F 95 501(c) (3) -4 (insert no ) 1 4947(a)(1) or F_ 527
H(d) Is this a separate return filed by an organization
K Check here 1- 1 if the organization is not a 509(a)(3) supporting organization and its gross receipts are covered by a group ruling? F Yes F No
normally not more than 25,000 A return is not required, but if the organization chooses to file a return,
be sure to file a complete return I Group Exemption Number 0-
2 Program service revenue including government fees and contracts (from Part VII , line 93) 2
c Net income or (loss) from special events Subtract line 9b from line 9a . c ,133
10a Gross sales of inventory, less returns and allowances 10a 20,824
c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10c 1,183
12 Total revenue Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 12 118,082
18 Excess or (deficit) for the year Subtract line 17 from line 12 . 18 14,344
19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 171,844
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions . Cat No 11282Y Form 990 (2007)
Form 990 (2007) Page 2
Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section
Functional Expenses 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional
for others (See the instructions.)
Do not include amounts reported on line (B) Program (C) Management (D) Fundraising
( A) Total
6b, 8b, 9b, 1Ob, or 16 of Part I. services and general
29 Payroll taxes 29
36 Occupancy . . . . . . . . . 36
b 43b
c 43c
d 43d
e 43e
f 43f
g 43g
a Conduct free workshops to teach CPR and Heimlich basics at schools, daycare centers, homes, etc We use
certified EMT personnel to teach at these workshops We educated over 3,100 people in 2007 and have been
credited with saving the lives of two children involved in choking incidents
(Grants and allocations $ ) If this amount includes foreign grants, check here F- 5,832
b Develop educational products to teach CPR and Heimlich basics We have created an animated 18 minute DVD
with a related brochure for in home and hospital education It is available for free on our web site We are seeking
a Corporate sponsors or partner to underwrite the mass distribution of this product on a national basis The total
cost of producing this DV D/ Brochure in over the years 2006 and 2007 was 222,500 We have capitalized and
we will amortize it in future years
(Grants and allocations $ ) If this amount includes foreign grants, check here - fl 82,131
c We are working with fourteen 14 New Jersey and five 5 New York hospitals to educate expectant mothers in the
basics of CPR and choking first aid They are using our DV D How to Save a Life in maternity wards and waiting
rooms We are working with them to develop a protocol for all hospitals, nationwide, and we are working to make
this education mandatory prior to hospital discharge of new mothers similar to shaken baby syndrome education
We have started plans for a Spanish Language DV D and are anticipating starting in California Hospitals
(Grants and allocations $ ) If this amount includes foreign grants, check here F- 6,629
d
(Grants and allocations $ ) If this amount includes foreign grants, check here - F-
e Other program services (attach schedule)
(Grants and allocations $ ) If this amount includes foreign grants, check here F-
f Total of Program Service Expenses (should equal line 44, column (B), Program services) 94,592
Form 990 (2007)
Form 990 (2007) Page 4
50a Receivables from current and former officers, directors, trustees, and
key employees (attach schedule) 50a
b Receivables from other disqualified persons (as defined under section
4958(c)(3)(B) (attach schedule) 50b
59 Total assets (must equal line 74) Add lines 45 through 58 . 252,160 59 301,996
61 Grants payable 61
62 Deferred revenue 62
Organizations that follow SFAS 117, check here F and complete lines
67 through 69 and lines 73 and 74
67 Unrestricted . . . . . . . . . . . . . . . 171,844 67 186,188
0
68 Temporarily restricted 68
69 Permanently restricted 69
74 Total liabilities and net assets / fund balances Add lines 66 and 73 252,160 74 301,996
4 Other (specify) 5
b4 39,905
4 Other (specify) 9N
b4 39,905
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business
relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) 75b Yes
c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether
tax exempt or taxable, that are related to the organization? See the instructions for the definition of "related 75c No
organization"
If "Yes," attach a statement that includes the information described in the instructions
d Does the organization have a written conflict of interest policy? 75d No
Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits
(described below) during the year, list that person below and enter the amount of compensation or other
benefits in the appropriate column. See the Instructions.)
(D) Contributions to
(C) Compensation employee benefit plans (E) Expense account and
(A) Name and address (B) Loans and Advances
(If not paid enter -0- and deferred compensation other allowances
plans
77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 No
78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a No
b If "Yes," has it filed a tax return on Form 990 -T for this year? 78b No
79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach
a statement 79 No
80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? 80a No
b Did the organization file Form 1120 -POL for this year? 1b o
83a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a Yes
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b Yes
84a Did the organization solicit any contributions or gifts that were not tax deductible? . 84a Yes
b If "Yes," did the organization include with every solicitation an express statement that such contributions or
gifts were not tax deductible? 84b Yes
85 501(c)(4), (5), or(6) organizations, a Were substantially all dues nondeductible by members? . . . . . . 85a
b Did the organization make only in-house lobbying expenditures of $2,000 or less? . 85b
If "Yes," was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization
received a waiver for proxy tax owed the prior year
c Dues assessments, and similar amounts from members . . . . . . 85c
d Section 162(e) lobbying and political expenditures 85d
f Taxable amount of lobbying and political expenditures (line 85d less 85e) . 85f
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 . 85g
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto its
reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax
year?
85h
86 501(c)(7) orgs. Enter a Initiation fees and capital contributions included on line 12 86a
b Gross receipts, included on line 12, for public use of club facilities . . . . 86b
87 501(c)(12) orgs. Enter a Gross income from members or shareholders . . . 87a
b Gross income from other sources (Do not net amounts due or paid to other
sources against amounts due or received from them ) . . . . . . 87b
88a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2
and 301 7701-3'' If "Yes," complete Part IX
88a No
b At any time during the year, did the organization directly or indirectly own a controlled entity within the meaning
of section 512(b)(13)'' If yes complete Part XI
88b No
89a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under
section 4911 - , section 4912 - , section 4955 0-
b 501(c)(3) and 501(c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction during
the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement
explaining each transaction 89b No
f All organizations. Did the organization acquire direct or indirect interest in any applicable insurance contract?
89f No
g Forsupporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting
organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time
during the year?
89g
90a List the states with which a copy of this return is filed 0- NJ
b N umber of employees employed in the pay period that includes March 12, 2007 ( See 90b
instructions ) . . . . . . . . . . . . . . . . . . . . .
91a Wi lliam Snow (9 41) 412-9 388
The books are in care of Telephone no 0-
b At any time during the calendar year, did the organization have an interest in or a signature or other authority
over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes No
account)? 91b No
f Medicare/Medicaid payments
Relationshi p of Activities to the Accom p lishment of Exem p t Pur p oses (See the instructions. )
Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
of the organization's exempt purposes (other than by providing funds for such purposes)
Information Re g ardin g Taxable Subs idiaries and Disre g arded Entities (See the instructions. )
(A) (B) (C) (D) (E)
Name, address, and EIN of corporation, Percentage of End-of-year
Nature of activities Total income
partnership, or disregarded entity ownership interest assets
Information Regarding Transfers Associated with Personal Benefit Contracts (See the
instructions.)
(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? F-Yes F No
(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . fl Yes F No
NOTE : If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of No
the Code? if "Yes," complete the schedule below for each controlled entity
Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of No
the Code? if "Yes," complete the schedule below for each controlled entity
Totals
Yes No
108 Did the organization have a binding written contract in effect on August 17, 2006 covering the interests, rents, No
royalties and annuities described in question 107 above?
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
Please 2008-07-16
Sign Signature of officer Date
Here
William J Snow Treasurer
Type or print name and title
Date
Prep arer's 2008-07-16
signature Donald J Devine
Paid
Preparer's
Firm 's name (or yours
Use if self-employed),
Only address, and ZIP + 4
Business Management Resources LLC
Department of the
Supplementary Information -( See separate instructions.)
F MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
2 00 7
Treasury
Internal Revenue
Service
Name of the organization Employer identification number
C H A S E FOR LIFE INC
33-1129910
Compensation of the Five Highest Paid Employees Other Than Officers , Directors , and Trustees
(See nacre 1 of the Instructions. List each one. If there are none. enter "None.")
(d) Contributions
(e) Expense
(a) Name and address of each employee (b) Title and average hours to employee benefit
(c) Compensation account and other
paid more than $50,000 per week devoted to position plans & deferred
allowances
compensation
None
1 During the year, has the organization attempted to influence national, state, or local legislation, include any attempt
to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in
connection with the lobbying activities 1111$ (Must equal amounts on line 38, Part VI-A, or line
iofPartVl-B) 1 No
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other
organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of the
lobbying activities
2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with
any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or
principal beneficiary? (If the answer to any question is "Yes,"attach a detailed statement explaining the transactions.)
a Sale, exchange, or leasing property? 2a No
b Lending of money or other extension of credit? 2b No
c Furnishing of goods, services, or facilities? 2c No
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)7 2d No
e Transfer of any part of its income or assets? 2e No
3a Did the organization make grants for scholarships, fellowships, student loans, etc '' (If "Yes," attach an explanation
of how the organization determines that recipients qualify to receive payments 3a No
b Did the organization have a section 403(b) annuity plan for its employees? 3b No
c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open
space, the environment , historic land areas or structures? If "Yes" attach a detailed statement 3c No
d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d No
4a Did the organization maintain any donor advised funds? If"Yes," complete lines 4b through 4g If"No," complete lines
4f and 4g 4a No
b Did the organization make any taxable distributions under section 49667 4b No
c Did the organization make a distribution to a donor, donor advisor, or related person? 4c No
d Enter the total number of donor advised funds owned at the end of the tax year
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor
advised funds included on line 4d) where donors have the right to provide advice on the distribution or 0
1111.
investment of amounts in such funds or accounts
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax
year 1111. 0
Reason for Non-Private Foundation Status (See pages 4 through 7 of the instructions.)
I certify that the organization is not a private foundation because it is (Please check only ONE applicable box
5 1 A church, convention of churches, or association of churches Section 170(b)(1)(A)(i)
9 1 A medical research organization operated in conjunction with a hospital Section 170( b)(1)(A)(iii) Enter the hospital ' s name, city,
and state 111111
10 1 A n organization operated for the benefit of a college or university owned or operated by a governmental unit
Section 170(b)(1)(A)(iv) (Also complete the Support Schedule in Part IV-A)
11a 1 An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A)
11b 1 A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A)
12 F A n organization that normally receives ( 1) more than 331/3% of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc , functions-subject to certain exceptions, and (2) no more than 331/3% 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) (Also complete the Support Schedule in Part IV-A
13 fl An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3) Check the box that describes the type of supporting organization
Provide the following information about the supported organizations. (see page 7 of the instructions.)
(c) (d)
(b) Type of Is the supported
organization organization listed in the (e)
( a) Employer
( described in supporting organization ' s Amount of
Name ( s) of supported organization ( s) identification
lines 5 through governing documents? support?
number
12 above or
IRC section) Yes No
Total 111. 1
14 fl An organization organized and operated to test for public safety Section 509 (a)(4) (See page 7 of the instructions )
Schedule A (Form 990 or 990 - EZ) 2007
Schedule A (Form 990 or 990-EZ) 2007 Page 4
Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method of accounting.
Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting.
Calendar year ( or fiscal year beginning in ) ok. (a) 2006 (b) 2005 (c) 2004 (d) 2003 (e) Total
15 Gifts, grants, and contributions received (Do not
181,870 181,870
include unusual grants See line 28
16 Membership fees received 0
17 Gross receipts from admissions, merchandise
sold or services performed, or furnishing of
61,134 61,134
facilities in any activity that is related to the
organization's charitable, etc , purpose
18 Gross income from interest, dividends, amounts
received from payments on securities loans
(section 512(a)(5)), rents, royalties, and 0
unrelated business taxable income (less section
511 taxes) from businesses acquired by the
organization after June 30, 1975
19 Net income from unrelated business activities
0
not included in line 18
20 Tax revenues levied for the organization's benefit
and either paid to it or expended on its 0
behalf
21 The value of services or facilities furnished to
the organization by a governmental unit without
charge Do not include the value of services or 0
facilities generally furnished to the public without
charge
22 Other income Attach a schedule Do not include
0
gain or (loss) from sale of capital assets
23 Total of lines 15 through 22 243,004 243,004
24 Line 23 minus line 17 181,870 181,870
25 Enter 1% of line 23 2,430 0 0 0
26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 ^ 26a
b Prepare a list for your records to show the name of and amount contributed by each person (other
than a governmental unit or publicly supported organization) whose total gifts for 2002 through
2005 exceeded the amount shown in line 26a Do not file this list with your return . Enter the total
of all these excess amounts ^ 26b
c Total support for section 509(a)(1) test Enter line 24, column ( e) 26c
d Add Amounts from column (e) for lines 18 19
22 26b 26d
e Public support (line 26c minus line 26d total) ^ 26e
f Public support percentage ( line 26e ( numerator ) divided by line 26c (denominator )) ' 26f
27 Organizations described on line 12 : a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person,"
prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person
Do not file this list with your return . Enter the sum of such amounts for each year
(2006) (2005) (2004) (2003)
b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your
records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year
or (2) $5,000 (Include in the list organizations described in lines 5 through 11b, as well as individuals ) Do not file this list with your
return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of
these differences (the excess amounts) for each year
(2006) (2005) (2004) (2003)
If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement
If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement
34a Does the organization receive any financial aid or assistance from a governmental agency? 34a No
b Has the organization 's right to such aid ever been revoked or suspended? 34b No
If you answered "Yes" to either 34a orb, please explain using an attached statement
35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05
of Rev Proc 75-50, 1975-2 C B 587, covering racial nondiscrimination? If "No," attach an explanation I 35 Yes
Schedule A (Form 990 or 990 - EZ) 2007
Schedule A (Form 990 or 990-EZ) 2007 Page 6
Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions.)
(To be completed ONLY by an eligible organization that filed Form 5768)
Check ^ a 1 if the organization belongs to an affiliated group Check ^ b 1 if you checked "a" and "limited control" provisions apply
(a) (b)
Limits on Lobbying Expenditures Too be completed
group
for all electing
(The term "expenditures" means amounts paid or incurred totals
organizations
36 Total lobbying expenditures to influence public opinion ( grassroots lobbying) 36
41 Lobbying nontaxable amount Enter the amount from the following table-
If the amount on line 40 is- The lobbying nontaxable amount is-
Not over $500,000 20% of the amount on line 40
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36 43
44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38 44
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720.
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below
See the instructions for lines 45 through 50 on page 11 of the instructions )
a Volunteers No
b Paid staff or management (Include compensation in expenses reported on lines c through h.) No
c Media advertisements No
d Mailings to members, legislators, or the public No
e Publications, or published or broadcast statements No
f Grants to other organizations for lobbying purposes No
g Direct contact with legislators, their staffs, government officials, or a legislative body No
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means No
i Total lobbying expenditures (Add lines c through h.)
If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activiti es
Schedule A (Form 990 or 990-EZ) 2007
Schedule A (Form 990 or 990-EZ) 2007 Page 7
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See page 12 of the instructions.)
51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 50 1(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of Yes No
(i) Cash 51a(i) No
(ii) Other assets a(ii) No
b Other transactions
(i) Sales or exchanges of assets with a noncharitable exempt organization b(i) No
(ii) Purchases of assets from a noncharitable exempt organization b(ii) No
(iii) Rental of facilities, equipment, or other assets b(iii) No
(iv) Reimbursement arrangements b(iv) No
(v) Loans or loan guarantees b(v) No
(vi) Performance of services or membership or fundraising solicitations b(vi) No
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c No
d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fai r market value of the
goods, other assets, or services given by the reporting organization If the organization received less than fair market value i n any
transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527' lk^ fl Yes F No
b If "Yes," complete the following schedule
Form 990 , Part II , Line 43 - Other expenses not covered above ( itemize):
Do not include amounts reported on line (B) Program ( C) Management ( D) Fundraising
( A) Total
6b, 8b , 9b, 10b , or 16 of Part I. services and general
g Publications 43g
William Snow
Treasurer 0
319 Dolphin Shores Circle
010 00
Nokomis, FL 34275
Debbie O'Donoghue
Secretary 0
11 Megan Drive
001 00
Little Silver, NJ 07739
Keith Balla
Trustee
101 Eisenhower Parkway
001 00 0
Roseland, NJ 07068
Victoria Mc Dougal
Vice President 0
10 Georgetown Ave
001 00
Eatontown, NJ 07724
Richard Frick
Trustee 0
129 Avenue of Two Rivers
001 00
Rumson, NJ 07760
Steve G Littleson
Trustee 0
1945 State Route 33
001 00
Neptune, NJ 07754
Mike McNelis
Trustee 0
4401 Mangrove Place
001 00
Sarasota, FL 34242
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:
James Reid
Trustee
14 Beach Road
001 00 0
Monmouth Beach, NJ 07750
Kenneth Swain
Trustee 0
172 Rumson Rd
001 00
Rumson, NJ 07760
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490198004098
Asset Amount
Amortization of DVD 33,375
Amortization of Web-Site 4,283
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490198004098
Item No. 1
Lender ' s Name William Snow
Lender ' s Title Treasurer
Original Amount of Loan 20000
Balance Due 21500
Date of Note 2007-04
Maturity Date 2008-03
Repayment Terms Demand
Interest Rate 0000000000.100000000000
Security Provided by Borrower None
Purpose of Loan Cash Flow
Description of Lender Consideration
Consideration FMV 20000
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490198004098
Description Amount
Donated Merchandise 39,905
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490198004098
Description Amount
Donated Materials 39,905
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490198004098
Event Name Gross Receipts Contributions Gross Revenue Direct Expense Net Income (Loss)
A For t he 2008 calendar fear, or tax year beginning 01-01 - 2008 , and ending 12-31-2008
B Check if applicable C Name of organization D Employer identification number
Please CHASE FOR LIFE INC
IAddress change use IRS 33-1129910
rName change label or Number and street (or P 0 box, if mail is not delivered to street address ) Room /suite E Telephone number
print or 655 Little Silver Point Road
IInitial return type.
(888) 547-4460
r Termination See
Specific City or town, state or country, and ZIP + 4 F Group Exemption
IAmended return Instruc - Little Silver, NJ 07739 Number -
rApplication pending tions.
c Net income or (loss) from special events and activities (Subtract line 6b from line 6a) 56,021
6c
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) -131
7c
18 Excess or (deficit) for the year (Subtract line 17 from line 9) 24,021
18
w•
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year's return) 19 186,188
21 Net assets or fund balances at end of year (combine lines 18 through 20) . l 21 210,209
Balance Sheets-If Total assets on line 25, column (B) are $2,500,000 or more, file Form 990 instead of Form 990-EZ
(See the instructions for Part II (A) Beginning of year (B) End of year
27 Net assets or fund balances (line 27 of column ( B) must agree with line 21) 186,1881 27 I 210,209
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions . Cat No 106421 Form 990-EZ (2008)
Form 990-EZ (2008) Page 2
MUSTM-Statement of Pro g ram Service Accom p lishments (See the instructions for Part III ) Expenses
What is the organization's primary exempt purpose? (Required for 501(c)(3)
To provide free public education in infant and Child CPR and choking first aid and (4) organizations and
4947(a)(1) trusts,
Describe what was achieved in carrying out the organization's exempt purposes In a clear and concise manner,
optional for others
describe the services provided, the number of persons benefited, or other relevant information for each program
title
28 See Additional Data Table
34 Were any changes made to the organizing or governing documents but not reported to the IRS? If "Yes,"
attach a conformed copy of the changes 34 No
35 If the organization had income from business activities, such as those reported on lines 2, 6a, and 7a (among others),
but not reported on Form 990-T, attach a statement explaining your reason for not reporting the income on Form 990-T
a Did the organization have unrelated business gross income of $1,000 or more or6033(e) notice, reporting, and
proxy tax requirements? 35a No
b If "Yes," has it filed a tax return on Form 990 -T for this year? 35b No
36 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes,"complete
applicable parts of Schedule N . . . . . . . . . . . . . . . . . . . . . 36 No
37a Enter amount of political expenditures, direct or indirect, as described in the instructions 0 37a
b Did the organization file Form 1120 -POL for this year? 37b No
38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still unpaid at the start of the period covered by this return? . . 38a Yes
b If "Yes," complete Schedule L, Part II and enter the total amount involved 38b 18,621
b Section 501(c)(3) and (4) organizations. Did the organization engage in any section 4958 excess benefit
transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes,"
40b No
complete Schedule L, Part
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter 40e No
transaction?
41 List the states with which a copy of this return is filed
42a The books are in care of 11111P William Snow Telephone no Jk, (941 ) 412-9388
319 Dolphin Shores Circle
Located at JPr Nokomis, FL ZIP + 4 3427 51914
b At any time during the calendar year, did the organization have an interest in or a signature or other authority
Yes No
over a financial account in a foreign country (such as a bank account, securities account, or other financial
account)? 42b No
Yes No
44 Did the organization maintain any donor advised funds? If "Yes", Form 990 must be completed instead of
Form 990-EZ. 4 No
45 Is any related organization a controlled entity of the organization within the meaning of section 512(b)(13)? If
"Yes", Form 990
must be completed instead of Form 990-EZ. 45 No
46 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to Yes No
47 No
47 Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II
No
48 Is the organization operating a school as described in section 170(b)(1)(A)(ii)'' If "yes," complete Schedule E 48
49a No
49a Did the organization make any transfers to an exempt non-charitable related organization?
50 Complete this table for the five highest compensated employees (other than officers, directors, trustees, and key employees) who
received more than $100,000 of compensation from the organization If there are none, enter "None "
NONE
51 Complete this table for the five highest compensated independent contractors who each received more than $100,000 of
compensation from the organization If there are none, enter "None "
(a) Name and address of each independent contractor paid more than $100,000 I (b) Type of service I (c) Compensation
NONE
Under penalties of perjury, I declare that I have examined this return, including
and belief, it is true, correct, and complete Declaration of preparer (other than
Please
Sign Signature of officer
Here
William J Snow Treasurer
Type or print name and title
Preparer's Date
signature Donald J Devine 2009-04-16
Paid
Preparer S Firm's name (or yours Business Management Resources LLC
Use Only if self-employed),
address, and ZIP + 4 P 0 Box 200 227 East Bergen Place
(i) Name of (ii) EIN (iii) Type of organization (iv) Is the (v) Did you notify (vi) Is the (vii) Amount of
Supported (described on lines 1- 9 organization in the organization organization in support?
O rganization above or IRC section col (i) listed in in col (i) of your col (i) organized
( See Instructions )) your governing support? in the U S 7
document?
Yes No Yes No Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 Cat No 11285F Schedule A (Form 990 or 990-EZ) 2008
Schedule A (Form 990 or 990-EZ) 2008 Page 2
Support Schedule for Organizations Described in IRC 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.)
Public Support
Calendar year (or fiscal year beginning in) (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
1 Gifts, grants, contributions, and
membership fees received (Do not
include any "unusual grants ")
2 Tax revenues levied for the organization's
benefit and either paid to or expended on
its behalf
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge
4 Total .Add line 1-3
5 The portion of total contribution by each
person (other than a government unit or
publicly supported organization) included
on line 1 that exceed 2% of the amount
shown on line 11, column
(f)
6 Public Support subtract line 5 from line
4
Total Support
Calendar year (or fiscal year beginning in) a) 2004 b) 2005 1 (c) 2006 1 (d) 2007 1 (e) 2008 f) Total
Amounts from line 4
Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources
Net income from unrelated business
activities, whether or not the business is
regularly carried on
10 Other income Do not include gain or loss
from the sale of capital assets (Explain in
Part IV )
11 Total Support (Add lines 7 through 10)
12 Gross receipts from related activities, etc (See instructions ) 12
13 First Five Years . If the Form 990 is for the organization 's first, second, third, fourth, or fifth tax year as a 501(c)(3)
organization , check this box and stop here Ilk-F
19a 33 1 / 3% Tests - 2008 . If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line
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% Tests-2007 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and
line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization lk^F_
20 Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions lk^F_
Fundraising Activities . Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Indicate whether the organization raised funds through any of the following activities Check all that apply
a F Mail solicitations e F Solicitation of non-government grants
b F Email solicitations f 1 Solicitation of government grants
c F Phone solicitations g F Special fundraising events
d F In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising activities' r Yes F No
b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization Form 990-EZ filers are not required to complete this table
(iii) Did
fundraiser have (v) Amount paid to
(vi) Amount paid to
(i) Name of individual custody or (iv) Gross receipts (or retained by)
ii) Activity (or retained by)
or entity (fundraiser) control of from activity fundraiser listed in
organization
contributions? col (i)
Yes No
Total
3 List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or
licensing
For Paperwork Reduction Act Notice , see the Instructions for Form 990 . Cat No 50083H Schedule G (Form 990 or 990-EZ) 2008
Schedule G (Form 990 or 990-EZ) 2008 Page 2
Fundraising Events . Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported
more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1 (b) Event #2 (c) Other Events (d) Total Events
(Add col (a) through
Introduction of col (c))
Spanish DVD with a (event type) (total number)
Concert and Gift
A uct ions
(event type)
co 1 185,138 185,138
Gross receipts .
2 Less Charitable 15,595 15,595
contributions
3 Gross revenue (line 1 169,543 169,543
minus line 2) .
16,380 16,380
4 Cash Prizes
5 Non-cash Prizes
u)
45,338 45,338
6 Rent/Facility costs
W 51,804 51,804
7 Other direct expenses
113,522
8 Direct expense summary Add lines 4 through 7 in column (d) .
Gaming . Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
co (a) Bingo ( b) Pull tabs / Instant (c) Other gaming ( d) Total gaming (Add
bingo/progressive col (a) through col (c))
co bingo
co
1 Gross revenue .
cn 2 Cash prizes .
u)
C:
1 3 Non-cash prizes .
10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? 10a
b If "Yes," Explain
14 Provide the name and address of the person who prepares the organization's gaming/special events books and
records
Name '
Address ^
15a Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15a No
b If "Yes," enter the amount of gaming revenue received by the organization $ and the
Name ^
Address Oil
Name ^
17 Mandatory distributions
a Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . .
17a No
b Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year Oil $
Schedule G ( Form 990 or 990-EZ) 2008
lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93492106002009
OMB No 1545-0047
Schedule L Transactions with Interested Persons
(Form 990 or 990-EZ)
1110- Attach to Form 990 or Form 990-EZ. 2008
1- To be completed by organizations that answered
Department of the Treasury "Yes" on Form 990, Part IV , lines 25a , 25b, 26, 27, 28a, 28b, or 28c, • .
Internal Revenue Service or Form 990 - EZ, Part V lines 38b or 40b. . -
2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under
section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . ^ $
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization . ^ $
Loans to and / or From Interested Persons
To be completed by organizations that answered "Yes" on Form 990. Part IV. line 26. or Form 990-EZ. Part V. line 38a
(b) Loan to or
( e) In Approved ( g)Written
from the (c)Original principal
(a) Name of interested person and purpose (d)Balance due default 7 by board or agreement7
organization? amount
committee?
To From Yes No Yes No Yes No
William J Snow
To provide working capital for the
organizations programs X 20,000 18,621 No Yes Yes
Total $ 18,621
Grants or Assistance Benefitting Interested Persons
To be com p leted b y or g anizations that answered "Yes" on Form 990 , Part IV , line 27.
(b)Relationship between interested person
(a) Name of interested person (c)Amount of grant or type of assistance
I and the organization
For Paperwork Reduction Act Notice , see the Intructions for Form 990 Cat No 50056A Schedule L ( Form 990 or 990-EZ) 2008
Additional Data
Software ID:
Software Version:
EIN: 33-1129910
Name : C H A S E FOR LIFE INC
Form 990EZ, Part IV - List of Offi cers, Directors , Trustees , and Key Em ployees
(D) Cont ribut ions to
(B) Title and average ( C) Compensation (E) Expense
employee benefit plans
(A) Name and address hours per week ( If not paid , & account and
devoted to position enter -0-.) other allowances
deferred compensation
Farley Boyle
Executive Director 0
655 Little Silver Point Road
040 00
Little Silver, NJ 07739
William Snow
319 Dolphin Shores Circle Treasurer 010 00 0
Nokomis, FL 34275
Debbie O'Donoghue
11 Megan Drive Secretary 001 00 0
Little Silver, NJ 07739
Victoria McDougal
10 Georgetown Drive Vice President 001 00 0
Eatontown, NJ 07724
Richard Frick
129 Avenue of Two Rivers Trustee 001 00 0
Rumson,NJ 07760
Steve G Littleson
1954 State Route 33 Trustee 001 00 0
Neptune, NJ 07754
Mike McNelis
4401 Mangrove Place Trustee 001 00 0
Sarasota, FL 34242
James Reid
14 Beach Road Trustee 001 00 0
Monmouth Beach, NJ 07750
Peter Haytaian
420 Little Silver Point Road Trustee 001 00 0
Little Silver, NJ 07739
Timothy Beach
7250 Beneva Road Trustee 001 00 0
Sarasota, FL 34238
Bettina Forbes
380 Little Silver Point Road Trustee 001 00 0
Little Silver, NJ 07739
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93492106002009
Item No. 1
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 2
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 3
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 4
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 5
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 6
Relationship
Description
Book Value
How BV Determined
Date of Gift
Item No. 7
Relationship
Description
Book Value
How BV Determined
Date of Gift
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93492106002009
Description Amount
Travel 220
Total meals and entertainment 1,665
Fundraising . 2,624
Depreciation, depletion, etc. 52,485
Interest 2,621
Supplies 928
Telephone 94
Accounting Fees 3,500
Public Relations 6,477
Marketing Promotion 2,600
Bank Charges 234
Miscellaneous 38
Licenses Registrations 225
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93492106002009
K Check ^ ❑ if the organization is not a section 509(a)(3) supporting organization and its gross receipts are normally not more than $25,000
A Form 990 - EZ or Form 990 return is not required , but if the organization chooses to file a return, be sure to file a complete return
L Add lines 5b , 6b. and 7b, to line 9 to determine gross receipts . if $500.000 or more. file Form 990 instead of Form 990 - EZ ^ % 114 71R
Revenue Ex penses , and Chan g es in Net Assets or Fund Balances ( See the instructions for Part I
1 Contributions, gifts, grants, and similar amounts received 1 60,580
2 Program service revenue including government fees and contracts 2
3 Membership dues and assessments 3
4 Investment income 4 0
5a Gross amount from sale of assets other than inventory 5a 0
b Less cost or other basis and sales expenses 5b 0
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) 5c 0
6 Special events and activities (complete applicable parts of Schedule G) If any amount is from gaming , check here ^ ❑
a Gross revenue (not including $ 0 of contributions
reported on line 1) 6a 53,916
b Less direct expenses other than fundraising expenses 6b 26 , 882
c Net income or (loss) from special events and activities (Subtract line 6b from line 6a) c 7 , 034
7a
Gross sales of inventory, less returns and allowances 7a 220
b
Less cost of goods sold 7b
c
Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) 7c 220
Other revenue (describe ^
8 ) 8 0
9
Total revenue. Add lines 1, 2, 3 , 4, 5c, 6c , 7c, and 8 ^ 9 87,834
0
O tl _ mou s paid (attach schedule) 10 0
1
-Benefits pal bers 11
Salaries, other compe
2- Ion, and employee benefits 12
13
PMilhiksi n= CQ r payments to independent contractors 13 40,066
0 C ^4
Occupanc and main tenance 14 947
c4 X 15
P I I C tl , po tage, and shipping 15 7,992
^ See Attached Statement ) 16 77 , 725
17 Total ex penses . Add line s 10 throu g h 16 ^ 17 126,730
a 18 Excess or (deficit) for the year (Subtract line 17 from line 9) 18 _ -38,896
Q y 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year's return) 19 210 , 209
20 Other changes in net assets or fund balances (attach explanation) 20 0
Z 21 Net assets or fund balances at end of year Combine lines 18 throu g h 20 10. 21 171 , 313
MI MM Balance Sheets . If Total assets on line 25, column ( B ) are $1,250,000 or more, fi le Form 990 instead of Form 990-EZ
TV (See the instructions for Part II) (A) Beginning of year (B) End of year
0 22 Cash, savings, and investments 28 , 392 22 5,800
23 Land and buildings 23
24 Other assets (describe ^ See Attached Statement ) 222,313 24 165 , 513
25 Total assets 250,705 25 171 , 313
26 Total liabilities (describe ^ See Attached Statement ) 40,496 26 0
27 Net assets or fund balances line 27 of column ( B ) must a g ree with line 21 210,209 27 171,313
ror rnvacy Act and Paperwork Reduction Act Notice , see the separate instructions. Form 990-EZ (2009)
(HTA)
^ll
Form 990-EZ (2009) C H A S E for Life, Inc 33-1129910 Pa g e 2
Mi'M Statement of Pro ram Service Accom p lishments ( See the Instructions for Part III Expenses
What is the organization's primary exempt purpose? To p rovide free p ublic education with CPR and chokin g in (Required for section
and a501
Describe what was achieved in carrying out the organization's exempt purposes In a clear and concise organ
organizations a n d se cti on
manner, describe the services provided, the number of persons benefited, and other relevant information for 4947 (a)(1) trusts , optional
each p ro g ram title for others )
28 Conduct free workshops to teach_CPRand Helmllch basics at schools, daycare centers, homes, etc We
--------------- ---- --------- - -----------
_use certified EMT personnel to teach at these workshops and broadcast over closed circuit propramminq_
-------------------------
at hospitals, doctors offices, clinics and other facilities _Over_ 1.000 individuals taught annually ...........
(Grants $ 0 ) If this amount includes foreign grants, check here ^ ❑ 28a 3 , 431
29 Develop educational products to teach- CPR- and Hermllch basics s-uch as an 18 minute animated DVD
---- ------ as -------------------------
and related brochure. _These products are available to the public for free The tralnlnp and products
---------------
_are widely distributed to hospitals throughout the to state area and are available in English_and Spanish---
- - -------------
- --
(Grants $ 0 ) If this amount includes foreign grants, check here ^ ❑ 29a 100 , 053
30 Thewebslte is an Interactive educational tool_ in order teach CPR and Helmllch basics the public _ _ _ _ _ _ _ _ _
----------------------------------------------------------------
worldwide
-----------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------
(Grants $ 0 ) If this amount includes foreign grants, check here ^ ❑ 30a 6 , 690
31 Other program services (attach schedule)
(Grants $ 0 ) If this amount includes foreign grants, check here ^ ❑ 31a 0
32 Total p ro g ram service ex p enses . (add lines 28a throu g h 31 a ^ 32 110 , 174
NU^m List of Officers . Dire_ctors Truuste_ P_S anfd KPv Fmnlnu,pac list aarh nna evan if not rmmnansatad (Spa t ha mctrnrtinnc fnr Part IV 1
(b) Title and average (c) Compensation (d) Contributions to (e) Expense
(a) Name and address hours per week (if not paid , employee benefit plans & account and
devoted to p osition enter -0-. ) deferred com pensation other allowances
Steve G_ Littleson, c/o Jersey Shore Medical Tale Trustee
PO Box 397 Ne ptune NJ 07754 Hr/WK 1 00 0 0 0
James Reid Go Aetna______________________________ Title Trustee
14 Beach Road Monmouth Beach NJ 07750 Hr/WK 1 00 0 0 0
Ann_Bitton Gav_zy_ c/o Mendlan Health_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - Title Trustee
1350 Cam us Parkway Ne tune NJ 07753 /WK 1 00 0 0 0
Dbbe O'Donogue Tale Secretary
11 Mean Drive Little Silver NJ 07739 /WK 1 00 0 0 0
Richard Frlck______________________________________ Title Trustee
129 Avenue of Two Rivers Rumson NJ 07760 Hr/WK 1 00 0 0 0
-Wil-liam-Sr-ow -------------------------------------- Title Treasurer
319 Dol p hin Shores Circle Nokomis FL 34275 Hr/WK 5 00 0 0 0
Kristine Lefebvre___________________________________ Title Trustee
15213 Greenleaf Street Sherman Oaks CA 91403 Hr/WK 1 00 0 0 0
Victoria McDougal _________________________________ Tale Vice President
10 Georg etown Drive Eatontown NJ 07724 Hr/WK 1 00 0 0 0
-Mike-McNelts
------------------------------------------------- Title Trustee
4401 Man g rove Place Sarasota FL 34242 Hr/WK 1 00 0 0 0
- Bettina - Forbes ------------------------------------_ Title Trustee
380 Little Silver Point Road Little Silver NJ 07739 Hr/WK 1 00 0 0 0
Timothy Beach ____________________________________ Tale Trustee
7250 Beneva Road Sarasota FL 34238 Hr/WK 1 00 0 0 0
Peter Ha alan ------------------------------------- Title Trustee
420 Little Silver Point Road Little Silver NJ 07739 Hr/WK 1 00 0 0 0
Farley Boyle Tale President
655 Little Silver Point Road Little Silver NJ 07739 HNWK 20 00 0 0 0
Title
HdWK 00 0 0 0
Title
Hr/WK 00 0 0 0
Title
Hr/wK 00 0 0 0
Title
HdwK 00 0 0 0
Title
Yes No
44 Did the organization maintain any donor advised funds? If " Yes," Form 990 must be completed instead of
Form 990- EZ 44 X
45 Is any related organization a controlled entity of the organization within the meaning of section 512 ( b)(13)? If
"Yes," Form 990 must be completed instead of Form 990-EZ 45 X
Form 990-EZ (2009)
Form 990-EZ (2009) CHASE for Life, Inc 33-1129910 Paae 4
WritIVII Section 501(c)(3) organizations and section 4947( a)(1) nonexempt charitable trusts only. All section
501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts must answer questions 46-49b
and com p lete the tables for lines 50 and 51
46 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to Yes No
candidates for public office? If "Yes," complete Schedule C, Part I 46 X
47 Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II. . 47 X
48 Is the organization a school as described in section 170(b)(1)(A)(ll)' If "Yes," complete Schedule E 48 X
49 a Did the organization make any transfers to an exempt non-charitable related organization? 49a X
b If "Yes," was the related organization a section 527 organization' 49b
50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key
employees) who each received more than $100,000 of compensation from the organization If there is none, enter "None "
(b) Title and average (c) Compensation ( d) Contributions to (e) Expense
(a) Name and address of each employee paid more hours per week employee benefit plans & account and
than $100 , 000 devoted to p osition deferred com pensation other allowances
Name None Str Title
Ci ST ZIP Hr/WK 00 0 0 0
Name Str Title
Ci ty ST ZIP Hr/WK 00 0 0 0
Name Str Title
Ci ty ST ZIP Hr/WK 00 0 0 0
Name Str Title
Ci ST ZIP Hr/WK 00 0 0 0
Name Str Title
- Ci --------------------- ST ------ --------------
ZIP Hr/WK 00 0 0 0
f Total number of other employees paid over $100,000 11110.
51 Complete this table for the organization's five highest compensated independent contractors who each received more than
$100,000 of compensation from the organization If there is none, enter "None "
(a) Name and address of each independent contractor paid more than $100,000 1 (b) Type of service I (c) Compensation
Name Str
----------------------------------- ----------------------------------------
Name Str
----------------------------------------
Name-----------------------------------Str ---------------------
Under penalties of perjury, I declare that I have examined this return, incli
and belief, it is true , correct , an plelp--Bectarr=017of preparer (other
Sign
Here Signature of officer
W .-7. mow
Type or print name and title
Preparers
Paid
signature
Preparer's Firm's name (or yours
Use Only if self-employed),
address. and ZIP + 4 08527
May the IRS discuss this return with the preparer shown above? See I
SCHEDULE A OMB No 1545-0047
(Forni 990 or 990-EZ) Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section X009
4947 (a)(1) nonexempt charitable trust.
Department of the Treasury
^ Attach to Form 990 or Form 990-EZ. ^ See separate instruction s.
Name of the organization Employer identification number
Inc. 33-1129910
Reason for Public Charity Status (All oraanlzatlons must comDlete this Dart ) See instructions
The or nlzatlon is not a private foundation because it is ( For lines 1 through 11, check only one box )
I M 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 ❑ 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 I I I )
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 11 h
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
organization, check this box
g 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? 11 i
(ii) A family member of a person described in (I) above? 11 ii
(iii) A 35% controlled entity of a person described in (I) or (it) above? 11 iii
h Provide the following information about the supported organization(s)
(i) Name of supported (h) EIN (iii) Type of organization (iv) Is the organization (v) Did you notify (vi) Is the (vii) Amount of
(described on lines 1-9 in col (i) listed in your the organization in organization in col support
organization
above or IRC section governing document? col (i) of your (i) organized in the
(see instructions)) support? U S
Yes No Yes No Yes No
Total 0
For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Schedule A (Form 990 or 990-EZ) 2009
Form 990 or 990-EZ.
(HTA)
Schedule A (Form 990 or 990-EZ) 2009 C H A S E for Life, Inc 33-1129910 Pa g e 2
JU^ Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I
Section A. Public Support
Calendar year (or fiscal year beginning in ) ^ (a ) 2005 ( b ) 2006 ( c ) 2007 ( d ) 2008 (e ) 2009 Total
1 Gifts, grants, contributions, and
membership fees received (Do not
include any "unusual grants ") 0
2 Tax revenues levied for the organization's
benefit and either paid to or expended on
its behalf 0
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge 0
4 Total. Add lines 1 through 3 0 0 0 0 0 0
5 The portion of total contributions by each
person (other than a governmental unit
or publicly supported organization)
Included on line 1 that exceeds 2% of the
amount shown on line 11, column (f) .
6 Public support. Subtract li ne 5 from line 4 0
Section B . Total Su pport
Calendar year ( or fiscal year beginning in ) ^ ( a ) 2005 ( b ) 2006 ( c ) 2007 ( d ) 2008 (e ) 2009 T (f) Total
Amounts from line 4 0
Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources
Net income from unrelated business
activities, whether or not the business is
regularly carried on 0
10 Other Income Do not include gain or
loss from the sale of capital assets
(Explain in Part IV)
11 Total support. Add lines 7 through 10 0
12 Gross receipts from related activities, etc (see instructions) 12
13 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization , check this box and stop here ^ ❑
Section C. Com p utation of Public Su pp ort Percenta g e
14 Public support percentage for 2009 (line 6, column (f) divided by line 11, column (f)) 14 0 00%
15 Public support percentage from 2008 Schedule A, Part II, line 14 15 0 00%
16a 33 1/3% support test-2009. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ^ ❑
b 33 1/3% support test-2008. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization . ^ ❑
17a 10%-facts-and-circumstances test-2009. 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 ^ ❑
b 10%-facts-and-circumstances test-2008. 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 organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization ^ ❑
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 ^ ❑
Yes No
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
Total ^ 0 0 0
3 List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from
registration or licensing
-NJ --------------------------------------------------------------------------------------------------------------------------
For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990 - EZ. Schedule G (Form 990 or 990 - EZ) 2009
(HTA)
C HAS E for Life, Inc 33-1129910
Scheaule G (Form 990 or 990-EZ) 2009 Page 2
JUM Fundraising Events . Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported
more than $15,000 on Form 990-EZ, line 6a List events with g ross recei pts g reater than $5,000
(a) Event #1 (b) Event #2 (c) Other events (d) Total events
ock Dance Fundraise NONE (add col (a) through
/n••nn} h•nc\ / e.•cn11.•ne\ lfnf^l nrmhnrl col (c))
4 Cash prizes 0 0 0 0
5 Noncash prizes 0 0 0 0
N
6 Rent/facility costs 5 , 133 0 0 5 , 133
C
X 7 Food and beverages 9 , 558 0 0 9 , 558
u 2 Cash prizes 0
N
C
. 3 Noncash prizes 0
x
w
4 Rent/facility costs 0
0
5 Other direct ex p enses 0
❑ Yes ..... % ❑ Yes % ❑ Yes %
6 Volunteer labor ❑ No ❑ No ❑ No
Name ^ -------------------------------------------------------------------------------------------
Address ^
----------------------------------------------------------------------------------------
15a Does the organization have a contract with a third party from whom the organization receives gaming
revenue?
b If "Yes," enter the amount of gaming revenue received by the organization ^ $ -------------- and the
amount of gaming revenue retained by the third party ^ $ ---------------
c If "Yes," enter name and address of the third party
Name ^ -------------------------------------------------------------------------------------------
Address ^ ----------------------------------------------------------------------------------------
Name ^ -------------------------------------------------------------------------------------------
17 Mandatory dlstrlbutlons-
a Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? .
b Enter the amount of distributions required under state law to be distributed to other exempt organizations
or spent in the organization's own exempt activities during the tax year ^ $
Schedule G (Form 990 or 990-EZ) 2009
SCHEDULE L OMB No 1545-0047
(Form 990 or 990-EZ) Transactions With Interested Persons
^ Complete if the organization answered
"Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c,
2009
Department of the Treasury
or Form 990-EZ, Part V, line 38a or 40b.
^ er«^, t, t.. c....., oon .. , c...... oon _c7 ^ cee ^e..^.^*e :..^«.... «:...,^
identification
2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year
under section 4958 ^ $
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ^ $
Yes No
0
0
0
0
0
0
For Privacy Act and Paperwork Reduction Act Notice , see the Schedule L (Form 990 or 990 - EZ) 2009
Instructions for Form 990 or 990-EZ.
(HTA)
Depreciation and Amortization OMB No 1545-0172
Form
4562 (Including Information on Listed Property) 2009
Department of the Treasury Attachment
Internal Revenue Service ( 99) ^ See se p arate instructions .
11 ^ Attach to y our tax return . Sequence No 67
Name (s) shown on return Business or activity to which this form relates Identifying number
CHASE for Life Inc 990EZ 33-1129910
Election To Expense Certain Property Under Section 179
Note : If you have any listed prop erty, complete Part V before you complete Part 1
1 Maximum amount See the instructions for a higher limit for certain businesses 1 250 , 000
2 Total cost of section 179 property placed in service (see instructions) 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) 3 800 , 000
4 Reduction in limitation Subtract line 3 from line 2 If zero or less, enter -0- 4 0
5 Dollar limitation for tax year Subtract line 4 from line 1 If zero or less, enter -0- If married filing
seDaratelv. see instructions
6 of
17 MACRS deductions for assets placed in service in tax years beginning before 2009 17
18 If you are electing to group any assets placed in service during the tax year into one or more
general asset accounts , check here ^ D
Section B - Assets Placed in Service Durinn 2009 Tax Year Usinn the General Denreciatinn System
(b) Month and (c) Basis for (d) Recovery ( e) (f) (g)
(a) Classification of property year placed depreciation period Convention Method Depreciation deduction
in service business/investment
19 a 3-year p ro p erty
5-y ear p ro p erty
c 7 -year p ro p erty
10 ear p ro p erty
15 ear p ro p erty
20 ear p ro p erty
25 ear p ro p erty 25 y rs; S/L
h Residential rental 27 5 y rs MM S/L
p ro p erty 5 rs MM S/L
i Nonresidential real 39 y rs MM S/L
p ro p erty S/L
Section C - Assets Placed in S ervice Durin 2009 Tax Year Usin the Al ternative De reciation System
20 a Class life S/L
b 12 ear 12 y rs S/L
c 40 ear 40 y rs MM S/L
i rui summary (gee instructions
21 Listed property Enter amount from line 28 21
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21
Enter here and on the appropriate lines of your return Partnerships and S corporations - see instructions 22 0
23 For assets shown above and placed in service during the current year, enter the portion
of the basis attributable to section 263A costs 1 23 1
For Paperwork Reduction Act Notice, see separate instructions . Form 4562 (2009)
(HTA)
Form 4562 2009 C H A S E for Life, Inc. 33-1129910 Pa g e 2
Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, and
property used for entertainment, recreation, or amusement )
Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete
only 24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable
Section A-Depreciation and Other Information (Caution : See the instructions for limits for passenger automobiles
24a Do you have evidence to support the business/investment use claimed' Yes 24b If "Yes," is the evidence written? Yes ENo
(a) (b) (c) Business/ ( d) (e) Basis for dep- ( f) (g) (h) (I)
Type of property Date placed investment use Cost or reciation (business/ Recovery Method/ Depreciation Elected section 179
(list vehicles first) in service percentage other basis investment use only) period Convention deduction cost
25 Special depreciation allowance for qualified listed property placed in service during the tax
year and used more than 50% Ina q ualified business use ( see instructions ) 25
26 P
28 Add amounts in column (h), lines 25 through 27 Enter here and on line 21, page 1 28 0
29 Add amounts in column (I), line 26 Enter here and on line 7, page 1 29 0
Section B-Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person If you provided vehicles to
vnur emnlnvees first answer the nuectinns in Section r to see if vnu meet an excentinn to cmmnletinn this section for those vehicles
30 Total business/investment miles driven (a) (b) (c) (d) (e) (f)
during the year (do not include commuting Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
miles)
31 Total commuting miles driven during the year
32 Total other personal (noncommuting)
miles driven
33 Total miles driven during the year
Add lines 30 through 32
34 Was the vehicle available for personal Yes No Yes No Yes No Yes No Yes No Yes No
use during off-duty hours?
35 Was the vehicle used primarily by a more than
5% owner or related person?
36 Is another vehicle available for
p ersonal use?
Section C-Questions for EmIDlovers Who Provide Vehi cles for Use by The ir Emol ovees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who
are not more than 5% owners or related persons (see instructions)
Yes I No
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting,
by your employees?
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees?
See the instructions for vehicles used by corporate officers, directors, or 1 % or more owners
39 Do you treat all use of vehicles by employees as personal use?
40 Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received?
41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions )
Note: If your answer to 37, 38, 39 , 40, or 41 is "Yes " do not complete Section B for the covered vehicles
Amortization
(a) (b) Date (c) (d) (e) (f)
Description of costs amortization Amortizable Code Amortization period Amortization for
be g ins amount section or p ercenta g e this year
42 Amortization of costs that begins durlno your 2009 tax year (see instructions)
43 Amortization of costs that began before your 2009 tax year 43 60,297
44 Total. Add amounts in column (f) See the instructions for where to reoort 44 60.297
Form 4562 (2009)
C H A S E for Life, Inc 33-1129910
9 ---
C H A S E for Life, Inc 33-1129910
Total Total Amortization (Line 44) 292,877 0 0 0 292,877 91,213 60,297 151,510