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LUPUS FOUNDATION OF AMERICA: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LUPUS FOUNDATION OF AMERICA (EIN 75-1561127)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-03-01
IRS object ID
202440619349300904
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-03-01T14:57:37-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN412024514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMMERVILLE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12726 MATLOCK RDAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN751561127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUPUS FOUNDATION OF AMERICABusinessNameLine1Txt
Business Name Line2LONE STAR CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLUPUBusinessNameControlTxt
Phone4693740590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH ROTHPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4693740590PhoneNum
Signature2024-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastROTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELAINE L SOMMERVILLE CPAPreparerPersonNm
PTINP00204458PTIN
Phone8177955046PhoneNum
Preparation2024-03-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH ROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$300,993GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUPUSLONESTAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers108TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$329,499PYContributionsGrantsAmt
CY Contributions Grants$282,591CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$7,010PYInvestmentIncomeAmt
CY Investment Income$4,776CYInvestmentIncomeAmt
CY Other Revenue-$2,006CYOtherRevenueAmt
PY Total Revenue$336,509PYTotalRevenueAmt
CY Total Revenue$285,361CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$185,770PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$194,520CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$76,068CYTotalFundraisingExpenseAmt
PY Other Expenses$88,845PYOtherExpensesAmt
CY Other Expenses$82,073CYOtherExpensesAmt
PY Total Expenses$274,615PYTotalExpensesAmt
CY Total Expenses$276,593CYTotalExpensesAmt
PY Revenues Less Expenses$61,894PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,768CYRevenuesLessExpensesAmt
Total Assets BOY$214,743TotalAssetsBOYAmt
Total Assets EOY$255,134TotalAssetsEOYAmt
Total Liabilities BOY$65,284TotalLiabilitiesBOYAmt
Total Liabilities EOY$84,769TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$149,459NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,365NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$174,829ExpenseAmt
DescTHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING OVER 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2022-2023 YEAR, THE ORGANIZATION: RESPONDED TO MORE THAN 3,500 INQUIRIES VIA PHONE AND AT COMMUNITY EVENTS. EDUCATED MORE THAN 1,500 INDIVIDUALS THROUGH 8 VIRTUAL SUPPORT GROUPS, 6 TELECONFERENCES, THE LUPUS SUMMIT, AND 6 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS, NURSES, AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED QUARTERLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,500+ FOLLOWERS, TWITTER WITH 1,600+ FOLLOWERS, AND INSTAGRAM WITH 850+ FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES, DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 500 VOLUNTEER HOURS.Desc
Total Program Service Expenses$174,829TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLIZ ROTHPersonNm
Phone9729196191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ELIZABETH ROTH
PRESIDENT/CE40.00Yes (X)$51,231$0$0
ASHTON DOUGHERTY CRABTREE
DIRECTOR/SEC5.00Yes (X)$0$0$0Yes (X)
DELORES ENGLISH
DIRECTOR2.00$0$0$0Yes (X)
MARCI PAYNE GARCIA
DIRECTOR/VIC5.00Yes (X)$0$0$0Yes (X)
CHRISTIAN KENDALL
DIRECTOR/TRE5.00Yes (X)$0$0$0Yes (X)
LEON BEAU PALMER
CHAIR/DIRECT5.00Yes (X)$0$0$0Yes (X)
CARMETHIA SANDERS
DIRECTOR2.00$0$0$0Yes (X)
CAROLINE TESCHEMACHER
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$51,231TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$282,591AllOtherContributionsAmt
Total Contributions$282,591TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,490TotalRevenueColumnAmt
Exclusion$5,490ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,570SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,284SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$714SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$714TotalRevenueColumnAmt
Exclusion-$714ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,342FundraisingGrossIncomeAmt
Fundraising Direct Expenses$9,348FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,006TotalRevenueColumnAmt
Exclusion-$2,006ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$285,361TotalRevenueColumnAmt
Exclusion$2,770ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$88,500TotalAmt
Program Services$57,525ProgramServicesAmt
Management And General$8,850ManagementAndGeneralAmt
Fundraising$22,125FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$58,488TotalAmt
Program Services$38,017ProgramServicesAmt
Management And General$5,849ManagementAndGeneralAmt
Fundraising$14,622FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,692TotalAmt
Program Services$8,250ProgramServicesAmt
Management And General$1,269ManagementAndGeneralAmt
Fundraising$3,173FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$34,840TotalAmt
Program Services$22,646ProgramServicesAmt
Management And General$3,484ManagementAndGeneralAmt
Fundraising$8,710FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,625TotalAmt
Program Services$8,856ProgramServicesAmt
Management And General$1,363ManagementAndGeneralAmt
Fundraising$3,406FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,840TotalAmt
Program Services$14,124ProgramServicesAmt
Management And General$1,684ManagementAndGeneralAmt
Fundraising$1,032FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,037TotalAmt
Program Services$1,324ProgramServicesAmt
Management And General$204ManagementAndGeneralAmt
Fundraising$509FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,050TotalAmt
Program Services$5,661ProgramServicesAmt
Management And General$1,212ManagementAndGeneralAmt
Fundraising$2,177FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,004TotalAmt
Program Services$6,503ProgramServicesAmt
Management And General$1,000ManagementAndGeneralAmt
Fundraising$2,501FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$287TotalAmt
Program Services$186ProgramServicesAmt
Management And General$29ManagementAndGeneralAmt
Fundraising$72FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,459TotalAmt
Program Services$948ProgramServicesAmt
Management And General$146ManagementAndGeneralAmt
Fundraising$365FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,272TotalAmt
Program Services$827ProgramServicesAmt
Management And General$127ManagementAndGeneralAmt
Fundraising$318FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$7,606TotalAmt
Program Services$7,340ProgramServicesAmt
Management And General$76ManagementAndGeneralAmt
Fundraising$190FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$336TotalAmt
Program Services$218ProgramServicesAmt
Management And General$34ManagementAndGeneralAmt
Fundraising$84FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,454TotalAmt
Program Services$945ProgramServicesAmt
Management And General$145ManagementAndGeneralAmt
Fundraising$364FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescWALK TO END LUPUS EXPENSEDesc
Total$18,103TotalAmt
Program Services$1,459ProgramServicesAmt
Management And General$224ManagementAndGeneralAmt
Fundraising$16,420FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$276,593TotalAmt
Program Services$174,829ProgramServicesAmt
Management And General$25,696ManagementAndGeneralAmt
Fundraising$76,068FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,729BOYAmt
EOY$19,525EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$63,782BOYAmt
EOY$98,416EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,424BOYAmt
EOY$4,217EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$800LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$800LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$336BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$114,110BOYAmt
EOY$120,371EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,362BOYAmt
EOY$12,605EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$214,743BOYAmt
EOY$255,134EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,754BOYAmt
EOY$19,800EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$15,137EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$52,192BOYAmt
EOY$49,832EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,338BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,284BOYAmt
EOY$84,769EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$137,266BOYAmt
EOY$163,742EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,193BOYAmt
EOY$6,623EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$149,459BOYAmt
EOY$170,365EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$214,743BOYAmt
EOY$255,134EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,768ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,138NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$382,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$187,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$273,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$329,499CurrentTaxYearMinus1YearAmt
Current Tax Year$282,591CurrentTaxYearAmt
Total$1,456,153TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$382,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$187,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$273,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$329,499CurrentTaxYearMinus1YearAmt
Current Tax Year$282,591CurrentTaxYearAmt
Total$1,456,153TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$104,401SubstantialContributorsTotAmt
Public Support Total170$1,351,752PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$77CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,315CurrentTaxYearMinus1YearAmt
Current Tax Year$5,490CurrentTaxYearAmt
Total$12,882TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$7,593CurrentTaxYearMinus2YearsAmt
Total$7,593TotalAmt
FieldValueIRS element (for citing)
Total Support$1,476,628TotalSupportAmt
Gross Receipts Rltd Activities$875GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91540PublicSupportCY170Pct
Public Support PY1700.95620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$800OtherCostOrOtherBasisAmt
Depreciation$800DepreciationAmt
FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$306,847TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,138NetUnrealizedGainsInvstAmt
Revenue Not Reported$12,138RevenueNotReportedAmt
Revenue Subtotal$294,709RevenueSubtotalAmt
Other Revenues Not Included-$9,348OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$9,348RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$285,361TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$285,941TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$9,348OtherExpensesIncludedAmt
Expenses Not Reported$9,348ExpensesNotReportedAmt
Expenses Subtotal$276,593ExpensesSubtotalAmt
Total Expenses Per Form990$276,593TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XLUPUS FOUNDATION OF AMERICA, LONE STAR CHAPTER, INC. (LFA) IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, LFA HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKE, AND AS SUCH, DOES NOT HAVE ANY UNCERTIAN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS OF LFA ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 4BFUNDRAISING EXPENSE -9,348
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISER EXPENSE 9,348

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4ATHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING OVER 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2022-2023 YEAR, THE ORGANIZATION: RESPONDED TO MORE THAN 3,500 INQUIRIES VIA PHONE AND AT COMMUNITY EVENTS. EDUCATED MORE THAN 1,500 INDIVIDUALS THROUGH 8 VIRTUAL SUPPORT GROUPS, 6 TELECONFERENCES, THE LUPUS SUMMIT, AND 6 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS, NURSES, AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED QUARTERLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,500+ FOLLOWERS, TWITTER WITH 1,600+ FOLLOWERS, AND INSTAGRAM WITH 850+ FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES, DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 500 VOLUNTEER HOURS.
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE TREASURER AND THE CEO. THE FORM 990 IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY THREE INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 17NORTH CAROLINA, OHIO, OKLAHOMA, PENNSYLVANIA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, NEVADA
FORM 990, PAGE 6, PART VI, LINE 19THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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