ADVISORY BOARD BOOKER T WASHINGTON H S FOR PERFORMING AND VISUAL ARTS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADVISORY BOARD BOOKER T WASHINGTON H S FOR PERFORMING AND VISUAL ARTS (EIN 74-3068174)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-17
- IRS object ID
- 202401699349301565
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T14:31:29-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050568611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALMON SIMS THOMAS & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12720 HILLCREST ROAD SUITE 500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752302039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743068174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ADVISORY BOARD OF BOOKER T | BusinessNameLine1Txt |
| Business Name Line2 | WASHINGTON HS FOR PERFORMING & | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVI | BusinessNameControlTxt |
| Phone | 2144698642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192648 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY WAISANEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2144698642 | PhoneNum |
| Signature | 2024-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | WAISANEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN T SCHILHAB | PreparerPersonNm |
| PTIN | P01259865 | PTIN |
| Phone | 9723921143 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISUAL ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDY BENNETT GARNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192648 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,006,704 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ARTSMAGNET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE BOOKER T. WASHINGTON HIGH SCHOOL FOR THE PERFORMING AND VISUAL ARTS AND PROVIDE OPPORTUNITES AND EXPERIENCES FOR STUDENTS AND FACULTY IN THE PURSUIT OF EXCELLENCE IN THE ARTS AND ACADEMICS | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 102 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $863,938 | PYContributionsGrantsAmt |
| CY Contributions Grants | $802,380 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $155,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $188,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,336 | PYOtherRevenueAmt |
| CY Other Revenue | -$62,848 | CYOtherRevenueAmt |
| PY Total Revenue | $1,022,196 | PYTotalRevenueAmt |
| CY Total Revenue | $927,619 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $376,707 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $546,299 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $371,920 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $397,103 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $208,405 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,436 | PYOtherExpensesAmt |
| CY Other Expenses | $77,480 | CYOtherExpensesAmt |
| PY Total Expenses | $826,063 | PYTotalExpensesAmt |
| CY Total Expenses | $1,020,882 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $196,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$93,263 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,144,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,161,958 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,092,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,130,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE BOOKER T. WASHINGTON HIGH SCHOOL FOR THE PERFORMING AND VISUAL ARTS AND PROVIDE OPPORTUNITIES AND EXPERIENCES FOR STUDENTS AND FACULTY IN THE PURSUIT OF EXCELLENCE IN THE ARTS AND ACADEMICS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $649,901 | ExpenseAmt |
| Grant | $546,299 | GrantAmt |
| Desc | THE ADVISORY BOARD PROVIDED AND ADMINISTERED GRANTS TO BOOKER T. WASHINGTON HIGH SCHOOL FOR THE PERFORMING AND VISUAL ARTS, ITS STUDENTS AND FACULTY.APPROX. 156 GRANTS (A 25% INCREASE FROM THE PREVIOUS YEAR) PROVIDED FUNDS FOR COLLEGE SCHOLARSHIPS, TUITION TO PROGRAMS AND SUMMER INTENSIVES AT PRESTIGIOUS VENUES, PRIVATE LESSONS, TRAVEL ASSISTANCE FOR STUDENTS TO VISIT UNIVERSITIES AND TO PARTICIPATE IN COMPETITIONS, MUSICAL INSTRUMENTS, DANCE CLOTHING, SCHOOL SUPPLIES, LAPTOP COMPUTERS, AND SOFTWARE.THE ADVISORY BOARD ALSO FACILITATED AND/OR FUNDED THE FOLLOWING PROGRAMMATIC INITIATIVES: TRAUMA TRAINING AS IT RELATES TO IMPACT ON SCHOOL COMMUNITIES/TEACHING & LEARNING FOR THE ENTIRE FACULTY/STAFF; PRODUCED AND HOSTED 2022 BTW CENTENNIAL CELEBRATION CONCERT IN CELEBRATION OF THE SCHOOLS' 100TH YEAR ; PRODUCED AND HOSTED CENTENNIAL ALUMNI VISUAL ARTS EXHIBITION; YEAR ONE OF THREE: TEN THOUSAND THINGS THEATRE CO.(MINNEAPOLIS, MN.) RESIDENCY WITH THEATRE CONSERVATORY; AN AFTERSCOOOL BALLET ENRICHMENT PROGRAM DESIGNED TO SUPPORT STUDENTS WHO NEED ADDITIONAL TECHNICAL TRAINING; PRODUCED AND HOSTED FLYINGHORSE 2023, AN ANNUAL FUNDRAISER/PERFORMANCE SHOWCASING THE BEST OF THE BEST STUDENT PERFORMANCES; GUEST ARTIST RESIDENCY WITH GRAMMY AWARD NOMINEE JAZZMEIA HORN; FIFTH YEAR OF VISUAL ARTS CONSERVATORY PROGRAMMING VIA THE BURT/BUTLER VISUAL ARTS ENDOWMENT; CONDUCTED/PARTICIPATED IN NATIONAL PRINCIPAL SEARCH; CHOREOGRAPHER AND SOUND EQUIPMENT FOR MUSICAL THEATRE PROGRAM; GUEST ARTIST RESIDENCY WITH TEATRO DALLAS FOR THEATRE CONSERVATORY; CONTINUED ALUMNI RELATIONS DEVELOPMENT TO INCLUDE MONTHLY NEWSLETTER. | Desc |
| Total Program Service Expenses | $649,901 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY WAISANEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144688642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 192648 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JUDY BENNETT GARNER | ||||||
| PRESIDENT/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TARA LEWIS | ||||||
| VICE PRESIDENT/DIRECTOR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY COHEN ISRAEL | ||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY WAISANEN | ||||||
| TREASURER/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNETTE ANDERSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILL ATKINSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL B BALDWIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDSEY COLLINS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREG W CURRY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LISA FLEISHER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PENELOPE FURRY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HEINLEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN KIRTLAND | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETE LERMA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MEGHAN LOONEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA CHENEY MOORE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHEENA MORGAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LYSSA ORCHID YOUNG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL ORDINARIO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KORT PETERS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN RELTON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA ROSENTHAL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TROY SCHIERMEYER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL STAFFORD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JILL VAN GORDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LILY CABATU WEISS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GLENN WEST | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN MERLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA WALKER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $146,594 | $0 | $12,067 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $146,594 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,067 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $372,939 | FundraisingAmt |
| All Other Contributions | $429,441 | AllOtherContributionsAmt |
| Noncash Contributions | $3,500 | NoncashContributionsAmt |
| Total Contributions | $802,380 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,990 | TotalRevenueColumnAmt |
| Exclusion | $52,990 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,097 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,097 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,097 | TotalRevenueColumnAmt |
| Exclusion | $135,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,680 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $372,939 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $79,085 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,405 | TotalRevenueColumnAmt |
| Exclusion | -$70,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,557 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,557 | TotalRevenueColumnAmt |
| Exclusion | $3,557 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $4,000 | TotalRevenueColumnAmt |
| Exclusion | $4,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $927,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $125,239 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,299 | TotalAmt |
| Program Services | $546,299 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,594 | TotalAmt |
| Program Services | $38,037 | ProgramServicesAmt |
| Management And General | $59,938 | ManagementAndGeneralAmt |
| Fundraising | $70,619 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,867 | TotalAmt |
| Program Services | $41,709 | ProgramServicesAmt |
| Management And General | $65,723 | ManagementAndGeneralAmt |
| Fundraising | $77,435 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,433 | TotalAmt |
| Program Services | $4,384 | ProgramServicesAmt |
| Management And General | $6,909 | ManagementAndGeneralAmt |
| Fundraising | $8,140 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,209 | TotalAmt |
| Program Services | $5,462 | ProgramServicesAmt |
| Management And General | $8,607 | ManagementAndGeneralAmt |
| Fundraising | $10,140 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,049 | TotalAmt |
| Program Services | $4,390 | ProgramServicesAmt |
| Management And General | $5,679 | ManagementAndGeneralAmt |
| Fundraising | $6,980 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,866 | TotalAmt |
| Program Services | $2,677 | ProgramServicesAmt |
| Management And General | $4,219 | ManagementAndGeneralAmt |
| Fundraising | $4,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,073 | TotalAmt |
| Program Services | $5,684 | ProgramServicesAmt |
| Management And General | $7,352 | ManagementAndGeneralAmt |
| Fundraising | $9,037 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,886 | TotalAmt |
| Program Services | $1,259 | ProgramServicesAmt |
| Management And General | $1,627 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522 | TotalAmt |
| Management And General | $2,522 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| DONOR DEVELOPMENT | $11,584 | $11,584 |
| BAD DEBTS | $7,500 | $7,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,882 | TotalAmt |
| Program Services | $649,901 | ProgramServicesAmt |
| Management And General | $162,576 | ManagementAndGeneralAmt |
| Fundraising | $208,405 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,765 | BOYAmt |
| EOY | $346,765 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,867 | BOYAmt |
| EOY | $877,235 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,502 | BOYAmt |
| EOY | $126,775 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,722 | BOYAmt |
| EOY | $6,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,882 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,583,430 | BOYAmt |
| EOY | $4,804,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,144,286 | BOYAmt |
| EOY | $6,161,958 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,728 | BOYAmt |
| EOY | $31,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,728 | BOYAmt |
| EOY | $31,354 | 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 | $986,458 | BOYAmt |
| EOY | $851,270 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,106,100 | BOYAmt |
| EOY | $5,279,334 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,092,558 | BOYAmt |
| EOY | $6,130,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,144,286 | BOYAmt |
| EOY | $6,161,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$93,263 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $131,309 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,106,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $863,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $802,380 | CurrentTaxYearAmt |
| Total | $4,225,138 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,106,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $863,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $802,380 | CurrentTaxYearAmt |
| Total | $4,225,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $158,483 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,066,655 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,990 | CurrentTaxYearAmt |
| Total | $224,169 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $46,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,000 | CurrentTaxYearAmt |
| Total | $53,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,503,112 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $78,430 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92400 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,166,254 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,433 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,966 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,194,721 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,284,573 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$83,131 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,188 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,166,254 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,012,415 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $305,245 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,087 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,284,573 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,177 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,401 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,012,415 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,005,433 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,400 | GrantsOrScholarshipsAmt |
| End Year Balance | $994,177 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,882 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JPM BURT/BUTLER CAPITAL FUND | $1,410,748 | F |
| JPM BURT/BUTLER VISUAL ARTS FUND | $1,293,907 | F |
| BENEFICIAL INT.- COMMUNITIES FDTN OF TEXAS | $1,194,720 | F |
| JPM BURT/BUTLER SCHOLARSHIP FUND | $833,465 | F |
| JPM JOHN JUDAH SCHOLARSHIP FUND | $71,366 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,804,206 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,188,171 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $131,309 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $71,256 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $57,987 | OtherRevenueAmt |
| Revenue Not Reported | $260,552 | RevenueNotReportedAmt |
| Revenue Subtotal | $927,619 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $927,619 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,150,125 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $71,256 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $57,987 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $129,243 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,020,882 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,020,882 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND STUDENT ENRICHMENT PROGRAMMATIC AND EQUIPMENT NEEDS THAT ARE BEYOND THE FINANCIAL AID CURRICULUM SCOPE OF DISD, BUT ARE VITAL TO THE ARTS MAGNET PROGRAM FOR DEVELOPING THE POTENTIAL OF YOUNG PEOPLE. |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATION ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES GROUPED ON AUDIT WITH EXPENSES ($57,987) |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES GROUPED ON AUDIT WITH EXPENSES ($57,987) |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FLYING HORSE | Event1Nm |
| Gross Receipts Event1 | $381,619 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $372,939 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,680 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $16,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,785 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $381,619 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $372,939 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,680 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $16,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,085 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$70,405 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FACULTY ENRICHMENT | 13 | $25,948 |
| PROGRAM ENHANCEMENT | 1 | $286,652 |
| SCHOLARSHIPS | 30 | $58,750 |
| STUDENT ENRICHMENT & ASSISTANCE | 156 | $174,949 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICANTS SEEKING STUDENT ENRICHMENT FUNDS FROM THE ORGANIZATION COMPLETE AN ONLINE GRANT APPLICATION WHICH IS DESIGNED TO STANDARDIZE AND SIMPLIFY THE PROCESS FOR EVERY STUDENT ENRICHMENT FUND ADMINISTERED BY THE ORGANIZATION. SUPPORTING DOCUMENTS SUCH AS REFERENCE LETTERS, PROOF OF FINANCIAL NEED, A BUDGET FORM AND THE APPLICANT'S PERSONAL STATEMENT ARE INCLUDED IN THE APPLICATION. A COMMITTEE COMPOSED OF ORGANIZATION MEMBERS AND COMMUNITY VOLUNTEERS REVIEWS EACH APPLICATION. THE COMMITTEE THEN MEETS AND DISCUSSES THE QUALIFICATIONS OF EACH APPLICANT AND MAKES A PRELIMINARY DECISION ON THE RECIPIENT(S) OF THE AWARD(S). THE COMMITTEE CHAIR AND THE ADVISORY BOARD ENRICHMENT PROGRAMS MANAGER THEN DETERMINE THE APPROPRIATE FUNDING FOR EACH GRANT BY COMPARING THE APPLICATION TO THE GUIDELINES OF THE FUND. THE COMMITTEE DISCUSSES THE QUALIFICATIONS OF EACH APPLICANT AND MAKES A FINAL DECISION ON THE RECIPIENT(S) OF THE AWARD(S). EVERY GRANT REQUIRES A PROOF OF THE EXPENDITURE AND A FOLLOW-UP REPORT TO THE ORGANIZATION AND DONORS FROM THE RECIPIENT. FACULTY GRANTS: THE ORGANIZATION'S FACULTY ENRICHMENT COMMITTEE (FEC), ESTABLISHES A TIMELINE FOR THE RECEIPT, REVIEW AND AWARDING OF GRANTS. FACULTY GRANT APPLICATIONS ARE MADE AVAILABLE TO FACULTY MEMBERS VIA THE ADVISORY BOARD WEBSITE. UPON RECEIPT OF COMPLETED APPLICATIONS COMMITTEE MEMBERS REVIEW ALL APPLICATIONS. ONCE REVIEWED THE COMMITTEE MEETS TO DISCUSS AND DECIDE WHICH APPLICATIONS WILL BE APPROVED. GENERALLY, MORE CONSIDERATION IS GIVEN TO THOSE REQUESTS THAT WILL EVENTUALLY IMPACT THE LARGEST NUMBER OF FACULTY AND STUDENTS AND THOSE REQUESTS THAT INTEGRATE DEPARTMENTS AND DISCIPLINES; HOWEVER, INDIVIDUAL GRANTS ARE ALSO GIVEN SERIOUS CONSIDERATION. FINAL DECISIONS ON THE AWARDS ARE MADE BY THE FEC. FUNDS ARE DISTRIBUTED TO THE INDIVIDUALS OR ORGANIZATIONS UPON RECEIPT OF NECESSARY DOCUMENTATION. THE FEC RECEIVES WRITTEN REPORTS FROM INDIVIDUAL FACULTY MEMBERS AFTER COMPLETION OF THE PROJECTS. IN ADDITION, WHEN APPROPRIATE, COMMITTEE MEMBERS ARE INVITED TO SPECIAL PRESENTATIONS DURING FACULTY DEVELOPMENT MEETINGS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WALKER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $136,594 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,067 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,661 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER WORKS WITH THE PREPARER AND REVIEWS FORM 990 IN DETAIL BEFORE IT IS CIRCULATED TO THE AUDIT AND EXECUTIVE COMMITTEES.THE ADVISORY BOARD'S AUDIT COMMITTEE FORMALLY REVIEWS FORM 990 BEFORE IT IS FINALIZED. UPON COMPLETION OF THE AUDIT COMMITTEE REVIEW, FORM 990 IS CIRCULATED BY EMAIL TO THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. NEW BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY DURING THEIR BOARD OF DIRECTORS ORIENTATION MEETING. THE EMPLOYEE HANDBOOK ALSO CONTAINS THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO WAIVE THE PROVISIONS OF THE POLICY FOR GOOD CAUSE UPON DISCLOSURE TO THE COMMITTEE OF ALL MATERIAL FACTS OF THE TRANSACTION. ANY MEMBER OF THE EXECUTIVE COMMITTEE WHO MAY BE INVOLVED IN THE TRANSACTION IN QUESTION IS NOT PERMITTED TO PARTICIPATE IN THE DECISION TO WAIVE THE PROVISIONS OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE DIRECTOR OF THE ADVISORY BOARD REPORTS DIRECTLY TO THE ADVISORY BOARD PRESIDENT. THE PRESIDENT AND THE EXECUTIVE COMMITTEE PERIODICALLY REVIEW THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE APPROVES ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS: NONE OF THE OFFICERS RECEIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
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