2024-07-29T05:40:12+00:00 2023-12-31 440160260 Forvis Mazars LLP 14241 Dallas Parkway Suite 1100 Dallas TX 75254 990 2023-01-01 751610414 Dallas Margarita Society Inc DALL 2145076633 PO Box 702256 Dallas TX 75370 DANNY EVERETT President 2145076633 2024-07-29 true NOELLE ALBERTO P01704142 9727028262 2024-11-15 2023 2024-08-08 14:25:15Z Dallas Childrens Charities DANNY EVERETT PO BOX 702256 DALLAS TX 75370 959990 false X WWW.DALLASMARGARITASOCIETY.ORG X 1978 TX DALLAS MARGARITA SOCIETY PROVIDES AT-RISK DALLAS/FORT WORTH METROPLEX CHILDREN WITH GIFTS AT CHRISTMAS TIME AND HELPS COMMUNITY ORGANIZATIONS THAT WORK WITH AT-RISK CHILDREN THROUGHOUT THE YEAR. 35 35 0 416 0 0 631675 621873 0 0 1793 5650 -152108 -207585 481360 419938 375333 409926 0 0 0 0 0 0 0 44056 67329 419389 477255 61971 -57317 1020466 971237 428 429 1020038 970808 X THE DALLAS MARGARITA SOCIETY RAISES MONEY IN AN EFFORT TO SUPPORT THE MANY LOCAL CHILDREN'S CHARITIES IN THE NORTH TEXAS COMMUNITY. false false 46740 46740 THE DALLAS MARGARITA SOCIETY (DMS) COLLECTED AND DISTRIBUTED TOYS VALUED AT $40,740 TO DISADVANTAGED KIDS ATTENDING THE LOVE FOR KIDS CHRISTMAS PARTY. THE PARTY, HAVING OVER 3,000 UNDERPRIVILEGED KIDS, IS BY INVITATION ONLY AND GROUPS ARE INVITED THROUGH LOCAL RECREATION CENTERS, SCHOOLS, AND OTHER AGENCIES FROM A MASTER LIST THAT HAS BEEN ACCUMULATED OVER MANY YEARS. CHILDREN BETWEEN THE AGES OF 6-12 ENJOY A DAY OF ENTERTAINMENT, HORSEBACK RIDING, OUTDOOR GAMES, HAY-RIDES, BUBBLE BOUNCE, CARNIVAL GAMES, FOOD AND PRIZES. THE REMAINING TOYS VALUED AT $128,415 WERE DISTRIBUTED TO VARIOUS OTHER ORGANIZATIONS DEDICATED TO HELPING UNDERPRIVILEGED CHILDREN IN TEXAS. DMS DONATED AN ADDITIONAL $6,000 IN CASH TO LOVE FOR KIDS, AN ORGANIZATION WHICH HOSTS OVER 3,000 CHILDREN FROM ALL ETHNIC GROUPS FOR THE LARGEST CHRISTMAS PARTY FOR UNDERPRIVILEGED CHILDREN IN TEXAS. 12965 12965 DMS DONATED TOYS VALUED AT $10,465 TO RONALD MCDONALD HOUSE TO SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN. DMS DONATED AN ADDITIONAL $2,500 IN CASH TO RONALD MCDONALD HOUSE. 12305 12305 DMS DONATED $8,350 IN CASH AND $3,955 IN TOYS TO THE DALLAS COMMUNITY FELLOWSHIP TO SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE EDUCATION AND WELL-BEING OF CHILDREN. 337916 337916 DMS CONTRIBUTES CASH AND TOYS TO NUMEROUS OTHER CHARITIES TO SUPPORT UNDERPRIVILEGED KIDS THROUGHOUT THE YEAR. 337916 337916 409926 true true false false false false false false false true false false false true false false false false false false false false false true true false true false false false false false false false false false false true false false false false false false false false true 4 0 true 0 false false false false false true true false false false false false false X 35 35 false false false false true false false true true false false true true true true true true false false false X SCOTT OLSON 2145076633 PO BOX 702256 DALLAS TX 75370 X Christian Bowers Executive VP 3.0 0 X X 0 0 0 Danny Everett President 3.0 0 X X 0 0 0 Parker Edmiston Secretary 3.0 0 X X 0 0 0 Scott Olson Treasurer 3.0 0 X X 0 0 0 Aaron Cottle VP - Golf Tournament 1.0 0 X 0 0 0 Bill Katz Director 1.0 0 X 0 0 0 Bill Woolfolk Director 1.0 0 X 0 0 0 Chris Williams Director 1.0 0 X 0 0 0 Clayton Waddle Director 1.0 0 X 0 0 0 Derrick Chance VP - Charity 1.0 0 X 0 0 0 Ernie Schmalzried Director 1.0 0 X 0 0 0 Graham Keefe Director 1.0 0 X 0 0 0 Jason Gray Director 1.0 0 X 0 0 0 Jerry Jones Director 1.0 0 X 0 0 0 Jim Schultz VP - Sponsorship 1.0 0 X 0 0 0 John Brandon Director 1.0 0 X 0 0 0 John Elliott Director 1.0 0 X 0 0 0 Joseph Earl VP - Silent Auction 1.0 0 X 0 0 0 Keith Thomas Sr Director Start: 02/23 1.0 0 X 0 0 0 Kelechi Nwaeke Director Start: 02/23 1.0 0 X 0 0 0 Kent Montee Director 1.0 0 X 0 0 0 Michael Murray Director 1.0 0 X 0 0 0 Michael Vernone Director End: 08/23 1.0 0 X 0 0 0 Miguel Ramirez VP - Social Fundraising 1.0 0 X 0 0 0 Mike Hsu Director 1.0 0 X 0 0 0 Patrick Walters VP - Internal Social 1.0 0 X 0 0 0 Richard Whitman Director 1.0 0 X 0 0 0 Rob West Director 1.0 0 X 0 0 0 Robbie Robinson Director 1.0 0 X 0 0 0 Roy Whitfill VP - Charity Ball 1.0 0 X 0 0 0 Santos Ramos Director 1.0 0 X 0 0 0 Scott Wilks VP - Public Relations 1.0 0 X 0 0 0 Stephen Giles Director 1.0 0 X 0 0 0 Stephen Witherington Director 1.0 0 X 0 0 0 Steve Howard Director 1.0 0 X 0 0 0 Tim Harrelson Director 1.0 0 X 0 0 0 0 0 0 0 false false false 0 0 45750 219743 0 0 356380 326620 621873 0 0 0 0 0 5650 5650 0 0 0 0 302561 219743 537253 -234692 -234692 29906 29906 29906 2799 -2799 -2799 0 0 0 0 0 419938 -2799 0 -199136 409926 409926 0 0 7523 7523 1931 1931 0 0 0 0 28186 28186 10921 10921 1351 1351 4136 4136 STORAGE 6875 6875 DMS LOGO ITEMS 4112 4112 AWARDS 1199 1199 TOY SORTING 489 489 606 0 606 0 477255 409926 67329 0 224075 226438 508693 455071 1956 1575 0 0 13276 13276 0 0 285742 288153 0 0 0 0 1020466 971237 0 428 429 428 429 X 1020038 970808 1020038 970808 1020466 971237 X -57317 2411 5676 X false false false X 705763 318230 617404 631675 621873 2894945 0 0 705763 318230 617404 631675 621873 2894945 27570 2867375 4269 2013 148 1793 5650 13873 0 177655 300 18441 35635 29906 261937 3170755 6165 0.9043 0.8805 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 130531.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 130531.0; DESCRIPTION - RAFFLE, COLUMN A - 47124.0, COLUMN B - 300.0, COLUMN C - 18441.0, COLUMN D - 35635.0, COLUMN E - 29906.0, COLUMN F - 131406.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13276 13276 0 0 HOTEL ROOM GIVEAWAYS 429 429 Margarita Ball 410639 203743 206896 114438 146070 81737 41677 32137 Golf Tournament 64972 16000 48972 3773 11761 10733 15684 8 46693 46693 3937 40593 34713 522304 219743 302561 118211 146070 97435 93003 82534 537253 -234692 0 0 0 0 29906 0 true 1.0 29906 0 false NOT REQUIRED UNDER TEXAS STATE LAW. false true false 0.0 1.0 SCOTT OLSON PO BOX 702256 DALLAS TX 75370 false Steve Witherington 0 ORGANIZE RAFFLE AND DISTRIBUTE NON-CASH. X false 0 true Adam's Animals 2425 Stone Creek Dr Plano TX 75075 752954618 501(C)(3) 10365 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Birthday Party Project 2143 FARRINGTON Dallas TX 75207 454239630 501(C)(3) 2000 3675 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Brave like Ellie 316 N COLLEGE ST 83 WAXAHACHIE TX 75165 841897578 501(C)(3) 3000 5215 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Bridges Safehouse 306 HARDY ST CEDAR HILL TX 75104 752864224 501(C)(3) 5000 4200 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Camp Summit 17210 Campbell Rd Dallas TX 75252 752488486 501(C)(3) 6000 DISTRIBUTE TOYS TO DISADVANTAGED KIDS Children First 621 NW 6th St Grand Prairie TX 75050 752100237 501(C)(3) 10000 DISTRIBUTE TOYS TO DISADVANTAGED KIDS Children on the Mend PO Box 2256 Cedar Hill TX 75106 760748579 501(C)(3) 1500 4200 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Children's Medical Center Foundation 2777 N Stemmons Fwy Ste 1700 Dallas TX 75207 752062015 501(C)(3) 7500 2500 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Dallas Community Fellowship 3160 E Ledbetter Dr Dallas TX 75216 261378222 501(C)(3) 8350 3955 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS DPD YOUTH FOUNDATION PO BOX 600012 Dallas TX 75360 463450708 501(C)(3) 9000 DISTRIBUTE TOYS TO DISADVANTAGED KIDS Love for Kids 2828 Fish Trap Road Dallas TX 75212 751647732 501(C)(3) 6000 40740 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Project Transformation 4024 Caruth Blvd Dallas TX 75225 752930405 501(C)(3) 10000 2940 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Ronald Mcdonald House 4707 BENGAL STREET Dallas TX 75235 751609401 501(C)(3) 2500 10465 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Single Parent Advocate 2824 ORCHID ST CARROLLTON TX 75007 272308779 501(C)(3) 3000 6020 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Souls Winners for Christ Outreach 2730 Arden Way 14 Sacramento TX 95825 844504010 501(C)(3) 3000 4025 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Texas State Guard PO BOX 9584 AUSTIN TX 78766 611570209 501(C)(3) 7945 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Wipe Out Kids' Cancer 1349 Empire Central Drive Suite 100 Dallas TX 75247 751892051 501(C)(3) 2500 3325 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS Church of Faith Inc 1121 W Wheatland Rd Dallas TX 75232 810648216 501(C)(3) 5000 14000 FMV TOYS DISTRIBUTE TOYS TO DISADVANTAGED KIDS 18 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES: THE ORGANIZATION RECEIVES AN APPLICATION/GRANT REQUEST FROM EACH PROSPECTIVE RECIPIENT AND THE RECIPIENT GIVES THE DALLAS MARGARITA SOCIETY A DETAILED DESCRIPTION OF WHAT THE FUNDS WILL BE USED FOR, VERIFICATION OF THEIR 501(C)(3) STATUS, AND OTHER BACKGROUND INFORMATION ON THEIR ORGANIZATION. THE DALLAS MARGARITA SOCIETY THEN COMPILES THIS INFORMATION AND THE CHARITY COMMITTEE MAKES A RECOMMENDATION AS TO HOW MUCH EACH PROSPECTIVE RECIPIENT SHOULD RECEIVE. ONCE THIS IS DETERMINED, THE ISSUE IS BROUGHT BEFORE THE BOARD AND THE BOARD VOTES TO APPROVE OR DISAPPROVE EACH AMOUNT RECOMMENDATION. DUE TO THE SIZE AND NATURE OF THE GRANTS, THE ORGANIZATION DOES NOT REQUIRE ANY ADDITIONAL MONITORING OF THE RECIPIENT'S USE OF THE FUNDS. X 36 47360 Market value X 32670 Market value X 74 13059 Market value X Other Silent Auction Items 86 60012 Market value X New Toys 4833 169155 Market value X Laptop 11 4364 Market value false false false Schedule M, Part I Column B - NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS REFLECTED IN THIS COLUMN REPRESENT THE NUMBER OF ITEMS CONTRIBUTED TO THE ORGANIZATION. Form 990, Part III, Line 4d Description of other program services (Expenses $ 337,916 including grants of $ 337,916) DMS CONTRIBUTES CASH AND TOYS TO NUMEROUS OTHER CHARITIES TO SUPPORT UNDERPRIVILEGED KIDS THROUGHOUT THE YEAR. Form 990, Part VI, Line 6 Classes of members or stockholders DALLAS MARGARITA SOCIETY (DMS) MAY, BUT IS NOT OBLIGATED TO, ALLOW ONE OR MORE PERSONS, NOT DIRECTORS OR DIRECTORS EMERITUS, TO PARTICIPATE IN THE SOCIAL AND OTHER ACTIVITIES OF THE DMS; THESE PERSONS SHALL BE DESIGNATED AS MEMBERS AND SHALL BE ELECTED ON SUCH TERMS AND HAVE SUCH PRIVILEGES AND STATUS AS THE BOARD SHALL DETERMINE. MEMBERS SHALL HAVE NO VOTING OR OTHER LEGAL OR EQUITABLE RIGHTS IN THE DMS. MEMBERS SHALL PAY SOCIAL DUES, IN AN AMOUNT TO BE SET BY THE BOARD OF DIRECTORS FROM YEAR TO YEAR, WHICH SHALL BE DEPOSITED IN THE SOCIAL ACCOUNT OF THE DMS AND SEGREGATED FROM THE OPERATING AND CHARITABLE FUNDS OF THE DMS. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE 990 IS THEN REVIEWED BY THE OFFICERS INCLUDING VICE PRESIDENTS, PAST TREASURERS AND ACCOUNTING PERSONNEL OF THE DALLAS MARGARITA SOCIETY. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND ANY NEEDED CORRECTIONS OR CLARIFICATIONS ARE MADE. THE 990 IS THEN PROVIDED TO THE FULL BOARD TO REVIEW BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy OUR DIRECTORS SERVE ON COMMITTEES AND ACTIVELY PARTICIPATE IN BOARD MEETINGS MONTHLY. ACCORDING TO OUR POLICIES AND PROCEDURES, EACH DIRECTOR MUST IDENTIFY ANY POTENTIAL CONFLICT OF INTEREST WHEN SERVING ON A COMMITTEE OR WHEN ASKED TO VOTE ON A PARTICULAR TOPIC BY PROVIDING A DISCLOSURE OF THE CONFLICT. THAT CONFLICT IS NOTED IN OUR MINUTES WHICH ARE REVIEWED MONTHLY AND SAVED IN OUR FILES. EACH DIRECTOR RECEIVES A COPY OF THE MINUTES MONTHLY AND ANY CONFLICTS ARE SHARED WITH ALL DIRECTORS DURING THE REVIEW PROCESS MONTHLY. IN ADDITION, THE MINUTES ARE REVIEWED ANNUALLY WHEN OUR BOOK OF REPORTS ARE COMPILED. ANY CONFLICT OF INTEREST WOULD HAVE BEEN IN THE MINUTES AND ANY CONFLICT THAT HAS BEEN NOTED FOR THE YEAR IS REVIEWED AT THAT TIME. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUEMNTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances PRIOR PERIOD ADJUSTMENT - 5676;