items to be completed in attachment
items to be assigned to an individual
items requiring action by the board or another committee
questions

P-1
Q1 Red Cedar Zen Community
Q2 (blank)
Q3 mailing PO Box 5193, 98227
Q4 EIN 26-0387536
Q5 Dec
Q6A Talus Latona  Q6B 360-312-7088
Q7 No
Q8 No
Q9A www.redcedarzen.org
Q9B info@redcedarzen.org
Q10A (990EZ) Yes.   Att: Applying as a church.
     - reference Schedule A
     - reference sample Schedule A attachment
     - reference BDH
Q11  20 Jun 2007
Q12  No

P-II
Q1 Yes --> attach copy of Articles of Incorporation with State Certification
Q2 No
Q3 No
Q4A No  Q4B No
Q5 Yes --> attach copy of Bylaws with date of adoption (on our website)

P-III
Q1 Yes.  Articles of Incorporation Page 1, Article III Section I
Q2A Yes.
Q2B  Articles of Incorporation Page 2, Article IV, Paragraph H

P-IV
Bellingham Dharma Hall attachment A paragraph Activities
update with current sample attachment
maybe attach a copy of our home page

P-V
Q1a Names:
Jeff McKenna, President
Tim Burnett, Spiritual Director ($4800)
Edie Norton, Secretary ($200)
Joan Dow, Vice President
Talus Latona, Treasurer
PO Box 5193, 98227

Q1b none
Q1c none
Q2a no
Q2b no
Q2c
Q3a Each of officers: Name, Qualifications, Avg hrs worked, duties attachment
Q3b no
Q4a yes
Q4b yes
Q4c yes (board minutes)
Q4d no
Q4e yes
Q4f yes
Q4g in attachment, identify source used to determine parsonage allowance
Q5a in attachment provide copy of Conflict of Interest Policy and explain how adopted (By-laws).
Q5b n/a
Q5c n/a
Q6a no
Q6b no
Q7a no
Q7b no
Q8a no
Q8b-f n/a
Q9a no
Q9b-f n/a

P-VI
Q1a yes attachment reference example scholarships for retreats, (first come first served) plus registrar,teaching teachers don't pay
Q1b yes attachment reference example might donate to groups eg Everyday Zen by board decision, permit use of our space by non profits for no fee
Q2 no attachment but members do receive a xx% discount on residential retreat registration. Attach membership form showing levels.
Q3 no

P-VII
Q1 yes, will 25%, complete schedule G
Q2 yes, schedule E, see example (answer 1 question only)

P-VIII
Q1 no
Q2a no
Q2b no
Q3a no
Q3b no
Q3c no
Q4a yes: mail, email, personal, website,  attachment description of each, see example, include end of meeting statement, membership letter
Q4b no
Q4c
Q4d attachment All fundraising is conducted by RCZC for RCZC from Bellingham, WA
Q4e no
Q5 no
Q6 no
Q7 no
Q8 no
Q9a no  (skip b-d)
Q10 no
Q11 no
Q12 no
Q13a yes
Q13b  attachment 13b from time to time the the board may approve small (less $1000) donations to other unaffiliated non-profit organizations whose activities further ...
Q13c no
Q13d attachment 13d list organizations we have or would make donations to Everyday Zen, Majestic Dharma Forest, Camp Samish
Q13c no
Q14 no
Q15 yes attachment RCZC has a "close connection" with the organizations of Everyday Zen and Bellingham Dharma Association.  Describe relationships., see 1023 checklist
Q16 no
Q17 no
Q18 no
Q19 no
Q20 no
Q21 no
Q22 yes attachment describe retreat grant process (half cost, open to everyone, first come first served, number available)



P-IX
Four years of financial data

P-X
Q1 no
Q2-4 skip
Q5a check and complete Schedule A
Q5b-i skip
Q6 skip
Q7 no