FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC: Form 990, tax year 2022
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- Organization
- FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC (EIN 76-0216422)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-09-03
- IRS object ID
- 202442479349301569
- 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 | 2024-09-03T14:01:31-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760361151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRINKLE GARDNER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1707 | AddressLine1Txt |
| City | FRIENDSWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760216422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EDUCATION AND RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | IN VISION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7137431795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 MARTIN LUTHER KING BLVD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772042020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN D COBLE OD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7137431795 | PhoneNum |
| Signature | 2024-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS GARDNER CPA | PreparerPersonNm |
| PTIN | P00450966 | PTIN |
| Phone | 2813381120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JOHN D COBLE OD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 JOE RAMSEY BLVD STE 110 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,475,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND RESEARCH IN VISION | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $191,859 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $570,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $376,344 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $648,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $686,399 | CYProgramServiceRevenueAmt |
| PY Investment Income | $159,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,859 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,672 | PYOtherRevenueAmt |
| CY Other Revenue | $191,656 | CYOtherRevenueAmt |
| PY Total Revenue | $1,427,590 | PYTotalRevenueAmt |
| CY Total Revenue | $1,446,258 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $150,025 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,875 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $624,411 | PYOtherExpensesAmt |
| CY Other Expenses | $1,421,432 | CYOtherExpensesAmt |
| PY Total Expenses | $774,436 | PYTotalExpensesAmt |
| CY Total Expenses | $1,639,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $653,154 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$193,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,527,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,082,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $259,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,459,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,822,331 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATION AND RESEARCH IN VISION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $987,576 | ExpenseAmt |
| Revenue | $686,399 | RevenueAmt |
| Desc | EXPENSES OF SPONSORING THE UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY CONTINUING EDUCATION PROGRAM FOR PROFESSIONAL OPTOMETRISTS TO MEET STATE CONTINUING EDUCATION REQUIREMENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $385,122 | ExpenseAmt |
| Grant | $217,875 | GrantAmt |
| Desc | CONTRIBUTIONS TO UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY AND OTHER VISIONARY AND HEALTH RELATED ORGANIZATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $230,760 | ExpenseAmt |
| Desc | SCHOLARSHIPS TO STUDENTS IN UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT FOR REGIONAL AND NATIONAL VISION RELATED PROGRAMS AND ORGANIZATIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,603,458 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 0 | EmployeeCnt |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE LUMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137432045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 CALHOUN RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN COBLE OD | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VISSETT SUN OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE NGUYEN OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH BERNAY OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ANNUNZIATO OD | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM D ALTIG OD | ||||||
| PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF JONES OD | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MOES NASSER OD | ||||||
| VICE-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DESIREE HOPPING OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER THOMPSON OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BULLIMORE OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER CASS OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOE DELOACH OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUAN CERDA OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA CONTALDI OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN RICHDALE OD PHD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $376,344 | AllOtherContributionsAmt |
| Total Contributions | $376,344 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUING EDUCATION | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $686,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $686,399 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $686,399 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,859 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $191,859 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $213,463 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $27,246 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,217 | TotalRevenueColumnAmt |
| Exclusion | $186,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,550 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,111 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,439 | TotalRevenueColumnAmt |
| Exclusion | $5,439 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,446,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $686,399 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $191,859 | UnrelatedBusinessRevenueAmt |
| Exclusion | $191,656 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,875 | TotalAmt |
| Program Services | $217,875 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAMS-CONTINUING EDU | $987,576 | $987,576 | |
| GEN & ADM - OTHER | $230,760 | $230,760 | |
| PROGRAMS-OTHER | $167,247 | $167,247 | |
| PROGRAMS-COLLEGE OPERAT | $35,849 | $35,849 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,639,307 | TotalAmt |
| Program Services | $1,603,458 | ProgramServicesAmt |
| Management And General | $35,849 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,755 | BOYAmt |
| EOY | $283,226 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,357 | BOYAmt |
| EOY | $18,967 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,611,491 | BOYAmt |
| EOY | $9,780,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,527,603 | BOYAmt |
| EOY | $10,082,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,170 | BOYAmt |
| EOY | $176,909 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,719 | BOYAmt |
| EOY | $83,019 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,889 | BOYAmt |
| EOY | $259,928 | 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 | $1,892,497 | BOYAmt |
| EOY | $1,884,352 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,567,217 | BOYAmt |
| EOY | $7,937,979 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,459,714 | BOYAmt |
| EOY | $9,822,331 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,527,603 | BOYAmt |
| EOY | $10,082,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$193,049 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $555,666 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $619,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $684,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $570,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,344 | CurrentTaxYearAmt |
| Total | $2,591,103 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $619,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $684,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $570,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,344 | CurrentTaxYearAmt |
| Total | $2,591,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $83,573 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,507,530 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,859 | CurrentTaxYearAmt |
| Total | $730,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,321,348 | TotalSupportAmt |
| Public Support CY170 | 0.75500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78620 | 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 | $6,315,479 | BeginningYearBalanceAmt |
| Contributions | $173,657 | ContributionsAmt |
| Investment Earnings Or Losses | $278,391 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $200,465 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,333 | AdministrativeExpensesAmt |
| End Year Balance | $6,548,729 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,932,391 | BeginningYearBalanceAmt |
| Contributions | $242,774 | ContributionsAmt |
| Investment Earnings Or Losses | $288,168 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,937 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $16,917 | AdministrativeExpensesAmt |
| End Year Balance | $6,315,479 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,501,143 | BeginningYearBalanceAmt |
| Contributions | $311,108 | ContributionsAmt |
| Investment Earnings Or Losses | $226,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $93,814 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,200 | AdministrativeExpensesAmt |
| End Year Balance | $5,932,391 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,219,200 | BeginningYearBalanceAmt |
| Contributions | $194,408 | ContributionsAmt |
| Investment Earnings Or Losses | $158,652 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,117 | AdministrativeExpensesAmt |
| End Year Balance | $5,501,143 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,834,225 | BeginningYearBalanceAmt |
| Contributions | $310,628 | ContributionsAmt |
| Investment Earnings Or Losses | $150,421 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $64,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,574 | AdministrativeExpensesAmt |
| End Year Balance | $5,219,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,031,281 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $555,666 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $555,666 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,475,615 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$29,357 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$29,357 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,446,258 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,668,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,357 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,357 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,639,307 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,639,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS SUBJECT TO TERMS OF ENDOWMENT |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COGS SALE OF INVENTORY FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS SALE OF INVENTORY FUNDRAISING EXPENSES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STUDENT ACTIVITIES | Event1Nm |
| Gross Receipts Event1 | $213,463 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $213,463 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $27,246 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $213,463 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $213,463 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,246 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,246 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $186,217 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 60 | RecipientCnt |
| Cash Grant | $217,875 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - REVIEWED BY BOARD OF DIRECTORS AND APPROVED BEFORE FILING |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990 PART I, PART III, PART IX, PART X, AND PART XI | THE FINANCIAL STATEMENT AUDIT WAS COMPLETED AFTER THE FILING OF THE ANNUAL FORM 990. THIS AMENDED RETURN REFLECTS ADJUSTMENTS MADE TO THE FINANCIAL STATEMENTS. |
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