REFUGIO ISD EDUCATION FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REFUGIO ISD EDUCATION FOUNDATION (EIN 84-2657741)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-05-22
- IRS object ID
- 202601429349300730
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-22T12:36:27-04:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741177446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON WALDROP & UHEREK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN STE 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842657741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REFU | BusinessNameControlTxt |
| Phone | 3615506447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
| Person Title | VP OF FINANCE/GOVT | PersonTitleTxt |
| Phone | 3615506447 | PhoneNum |
| Signature | 2026-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA M TERRY CPA | PreparerPersonNm |
| PTIN | P00181160 | PTIN |
| Phone | 3615733255 | PhoneNum |
| Preparation | 2026-05-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DARREN DRAKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,919 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REFUGIOEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PARTNER WITH THE COMMUNITY TO PROVIDE FINANCIAL RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR ALL STUDENTS IN THE REFUGIO INDEPENDENT SCHOOL DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $130,391 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $125 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,182 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,016 | PYOtherRevenueAmt |
| CY Other Revenue | $34,275 | CYOtherRevenueAmt |
| PY Total Revenue | $4,614 | PYTotalRevenueAmt |
| CY Total Revenue | $170,848 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $67,410 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,356 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,859 | PYOtherExpensesAmt |
| CY Other Expenses | $18,931 | CYOtherExpensesAmt |
| PY Total Expenses | $13,859 | PYTotalExpensesAmt |
| CY Total Expenses | $86,341 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,789 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $138,282 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $222,789 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE REFUGIO ISD EDUCATION FOUNDATION IS TO PARTNER WITH THE COMMUNITY TO PROVIDE FINANCIAL RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR ALL STUDENTS IN THE REFUGIO INDEPENDENT SCHOOL DISTRICT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,228 | ExpenseAmt |
| Grant | $61,610 | GrantAmt |
| Desc | AWARDED GRANTS TO REFUGIO ISD TEACHERS TO FACILITATE INNOVATIVE AND CREATIVE INSTRUCTIONAL APPROACHES, FUND EDUCATIONAL FIELD TRIPS AND CULTURAL EXPERIENCES, EXPAND TRADE-BASED TRAINING OPPORTUNITIES, PROMOTE MENTAL WELL-BEING, AND ENCOURAGE POSITIVE STUDENT BEHAVIOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,137 | ExpenseAmt |
| Grant | $5,800 | GrantAmt |
| Desc | SPONSORED TEACHER APPRECIATION ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,365 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
| Phone | 3615506447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MELISSA GONZALES | |||||||
| SUPERINTENDE | 7.00 | 40.00 | Yes (X) | $0 | $145,523 | $0 | |
| ANTIONWYNETTE BROWN-SMITH | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY CRUTCHFIELD | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| OLIVIA DELEON | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIE JOE GIPSON | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE LARA | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER LARA | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE MCGUILL-DIERSCHKE | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEY WALKER | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| RON WALKER | |||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN DRAKE | |||||||
| VP OF FINANC | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| SHANNON HENDLEY | |||||||
| VP OF DEVELO | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| STACY HENDLEY | |||||||
| VP OF MARKET | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| ROZ KECK | |||||||
| PRESIDENT | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| DOREY LOVE-WILLIAMS | |||||||
| HISTORIAN | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| TAMARA MOEHR | |||||||
| SECRETARY | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA WILLIAMS | |||||||
| VP OF PROGRA | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| MALAISE WILLIAMS | |||||||
| VP OF EVENTS | 7.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $145,523 | TotReportableCompRltdOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $130,391 | AllOtherContributionsAmt |
| Total Contributions | $130,391 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,182 | TotalRevenueColumnAmt |
| Exclusion | $6,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,584 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $14,302 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,282 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $70,762 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $40,769 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,993 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,993 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,182 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,610 | TotalAmt |
| Program Services | $61,610 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,800 | TotalAmt |
| Program Services | $5,800 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,700 | TotalAmt |
| Management And General | $4,700 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,826 | TotalAmt |
| Management And General | $2,470 | ManagementAndGeneralAmt |
| Fundraising | $2,356 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596 | TotalAmt |
| Management And General | $596 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004 | TotalAmt |
| Management And General | $1,004 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TEACHER APPRECIATION | $4,337 | $4,337 | |
| PAYPAL FEES | $1,701 | $1,701 | |
| GRANT EXPENSES | $1,618 | $1,618 | |
| INVESTMENT FEES | $134 | $134 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,341 | TotalAmt |
| Program Services | $73,365 | ProgramServicesAmt |
| Management And General | $10,620 | ManagementAndGeneralAmt |
| Fundraising | $2,356 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,282 | BOYAmt |
| EOY | $86,887 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $47,590 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $88,312 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,282 | BOYAmt |
| EOY | $222,789 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,282 | BOYAmt |
| EOY | $222,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,282 | BOYAmt |
| EOY | $222,789 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,282 | BOYAmt |
| EOY | $222,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $84,507 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,864 | CurrentTaxYearAmt |
| Total | $354,820 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,864 | CurrentTaxYearAmt |
| Total | $354,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,687 | SubstantialContributorsTotAmt |
| Public Support Total170 | $315,133 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,182 | CurrentTaxYearAmt |
| Total | $6,959 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,144 | CurrentTaxYearMinus2YearsAmt |
| Total | $72,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $434,377 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $180,583 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COASTAL BEND COMMUNITY FOUNDATION | Desc |
| Book Value | $88,312 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $88,312 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $227,015 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $56,167 | OtherRevenueAmt |
| Revenue Not Reported | $56,167 | RevenueNotReportedAmt |
| Revenue Subtotal | $170,848 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $170,848 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $142,508 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $56,167 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $56,167 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,341 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $86,341 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EXPENSES NETTED AGAINST REVENUE 56,167 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES NETTED AGAINST REVENUE 56,167 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHRISTMAS PARTY | Event1Nm |
| Gross Receipts Event1 | $9,300 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $9,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $746 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $551 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $410 | OtherDirectExpensesEvent1Amt |
| Event2 | TRIBUTE PLAZA | Event2Nm |
| Gross Receipts Event2 | $7,455 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,455 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,109 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $16,755 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,755 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $746 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $551 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,519 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,816 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,939 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $70,762 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $17,800 | CashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $2,424 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $20,545 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.95000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $70,762 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $17,800 | CashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $2,424 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $20,545 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $40,769 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $29,993 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | N/A | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | DARREN DRAKE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | DARREN DRAKE | GamingManagerPersonNm |
| Gaming Manager Services Prov | RECORDKEEPING, BANKING | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO ISD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 746021871 | RecipientEIN |
| IRC Section | GOV | IRCSectionDesc |
| Cash Grant | $61,610 | CashGrantAmt |
| Purpose Of Grant | EDUCATION ASSISTANCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CLASSROOM EXPENSES | GrantTypeTxt |
| Recipient | 58 | RecipientCnt |
| Cash Grant | $5,800 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE REFUGIO ISD EDUCATION FOUNDATION IS TO PARTNER WITH THE COMMUNITY TO PROVIDE FINANCIAL RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR ALL STUDENTS IN THE REFUGIO INDEPENDENT SCHOOL DISTRICT. |
| FORM 990, PAGE 6, PART VI, LINE 2 | STACY HENDLEY SHANNON HENDLEY DIRECTOR DIRECTOR MARRIED TO EACH OTHER LISA WILLIAMS MALAISE WILLIAMS DIRECTOR DIRECTOR MOTHER/DAUGHTER |
| FORM 990, PAGE 6, PART VI, LINE 8B | COMMITTEE RECOMMENDATIONS WERE BROUGHT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| FORM 990, PART XI, LINE 9 | EXPENSES NETTED AGAINST REVENUE 56,167 EXPENSES NETTED AGAINST REVENUE -56,167 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE ST | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746021871 | EIN |
| Primary Activities | SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $61,610 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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