WESTLAKE FELLOWSHIP INNOVATIVE ALLIANCE: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTLAKE FELLOWSHIP INNOVATIVE ALLIANCE (EIN 82-3563294)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-21
- IRS object ID
- 202423269349200102
- Schema version
- 2023v5.1
- 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 | 2024-11-21T02:00:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823563294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTLAKE FELLOWSHIP INNOVATIVE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Timothy Stone | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Foreign Phone | 7132533215 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 688 | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Stone | PersonNm |
| Person Title | Board Member Director | PersonTitleTxt |
| Signature | 2024-11-21 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $165,197 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $60,200 | ContributionsGiftsGrantsEtcAmt |
| Gross Sales Of Inventory | $104,997 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,492 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $102,505 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $162,705 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,197 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $10,198 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,848 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $132 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $108,974 | OtherExpensesTotalAmt |
| Total Expenses | $146,349 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,356 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $28,242 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $44,598 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,242 | BOYAmt |
| EOY | $24,598 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,242 | BOYAmt |
| EOY | $44,598 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,242 | BOYAmt |
| EOY | $44,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | We exist to: Mobilize teams physical resources and financial resources for the purpose of assisting people in need both locally and globally. This includes but is not limited to helping widows orphans and children being raised in single parent homes as well as providing humanitarian aid and or disaster relief. Engage in social enterprise - the development of business models that provide job training education life skills training and mentorships to those in need through structured programs while providing assistance to those in need both locally and globally. Develop relational partnerships with other nonprofit and mission organizations in order to provide support for like-minded missions. Engage in charitable educational and religious activities within the meaning of section 501 c 3 of the Internal Revenue Code | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Strategic Partnership Initiative: Provides support in the form of physical and financial resources to like minded relational partnership organizations that share our vision and mission to provide assistance to those in need in our community. Support includes clothing homegoods furniture and financial resources. | $12,201 | $29,851 |
| Closet Swap: Annual event to provide clothing homegoods and furniture to individuals and families in need in our local community. Our 2023 Closet Swap outreach provided over 300 people with these resources. | $0 | $17,500 |
| Orphan Adoption Grants: fulfilling Gods heart to bring the solitary into family and to care for orphans in their time of need. Partnering with the Show Hope Foundation we provided adoption grants to families desiring to adopt children. | $6,996 | $6,996 |
| Summary of other program services: Widows and Single Parents ministry outreach: We provided help in the form of financial assistance for lawn care and car maintenance for widows and single parents. We also provided physical resources such as clothing furniture and homegoods for widows single parents and children being raised in single parent homes. We provided support to single parent families during Christmas holidays. We supported familes in need through food distribution. All "other program services" total expenses: $58,603 | $0 | $58,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $112,950 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Robert Corbell | ||||
| Board Member | 0.1 | $0 | $0 | $0 |
| Roy Myers | ||||
| Board Member | 0.1 | $0 | $0 | $0 |
| Tim Stone | ||||
| Board Member | 20 | $0 | $0 | $0 |
| Stephanie Dale | ||||
| Assistant Manager | 20 | $0 | $0 | $0 |
| Sarah Meadows | ||||
| Assistant Manager | 20 | $0 | $0 | $0 |
| Lori Stone | ||||
| Director | 30 | $8,950 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Stone | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 374 CUMBERLAND TRL | AddressLine1Txt |
| City | Conroe | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132533215 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,200 | CurrentTaxYearAmt |
| Total | $129,200 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,997 | CurrentTaxYearAmt |
| Total | $116,207 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,197 | CurrentTaxYearAmt |
| Total | $245,407 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $9,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $9,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $236,407 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165,197 | CurrentTaxYearAmt |
| Total | $245,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9633 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 10 | | Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Grants for orphan adoptions, Show Hope, "PO Box 681748 Franklin TN 37068", $6996.00, None| Charitable grant for the purpose of support for like-minded mission to provide assistance mentorship lifeskill training to those in need in our local community of Montgomery, Westlake Fellowship International, "PO Box 688 Montgomery TX 77356", $12201.00, None| |
| Part I, line 16 | | Other Expenses:, Amount:| Office supplies expenses, $1339.00| Total program expenses - 93753, $93753.00| General supplies and materials, $6122.00| Store Decor and Design, $187.00| Advertising marketing, $270.00| Insurance, $1422.00| Volunteer recruiting training retention & appreciation, $5881.00| |
| Part II, line 24 | | Asset Name:, BOY Amount:, EOY Amount:| Inventory, $15000, $20000| |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | I am the one responsible for filing this form for this non-profit. I unexpectantly had to go out of state as my mother-in-law had a stroke and was placed in end of life hospice care. I had to make 2 trips to Tenn from Texas over the course of the last couple of weeks as a result. Shortly following her stroke she passed away 11 16 2024. I was attempting to get this 990-EZ filed on time even with these unexpected circumstances but just could not get it filed on time. I ask for your understanding regarding my late filing. | ExplanationTxt |
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