REFUGIO ISD EDUCATION FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REFUGIO ISD EDUCATION FOUNDATION (EIN 84-2657741)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-23
- IRS object ID
- 202330239349200503
- Schema version
- 2021v4.0
- 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 | 2023-01-23T09:06:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460946856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE L OZMENT CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3402 JOHN STOCKBAUER DR | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842657741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REFU | BusinessNameControlTxt |
| Phone | 3615506447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
| Person Title | VP FINANCE & GOVERN. | PersonTitleTxt |
| Phone | 3615506447 | PhoneNum |
| Signature | 2023-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARREN | PersonFirstNm |
| Person Last | DRAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L OZMENT | PreparerPersonNm |
| PTIN | P01506683 | PTIN |
| Phone | 3615787333 | PhoneNum |
| Preparation | 2023-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | 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 |
| Website Address | WWW.REFUGIOEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $79,970 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,283 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $74 | InvestmentIncomeAmt |
| Gaming Gross Income | $56,148 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $2,465 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $42,481 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,132 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $37,489 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $38,941 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,200 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $17,255 | OtherExpensesTotalAmt |
| Total Expenses | $58,396 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$20,907 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $97,534 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,627 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,534 | BOYAmt |
| EOY | $76,627 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,534 | BOYAmt |
| EOY | $76,627 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,534 | BOYAmt |
| EOY | $76,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | INCREASED PRIVATE SUPPORT AND PROVIDED TEACHERS IN THE DISTRICT WITH GRANTS IN ORDER TO ENHANCE STUDENT ACHIEVEMENT, RECOGNIZE EXEMPLARY STAFF INVOLVEMENT, AND FOSTER COMMUNITY SUPPORT AND INVOLVEMENT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $38,941 | GrantsAndAllocationsAmt |
| Program Service Expenses | $58,396 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $58,396 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DARREN DRAKE | ||
| VP FINANCE & | 000.00 | $0 |
| ROZ KECK | ||
| PRESIDENT | 000.00 | $0 |
| MALAISE WILLIAMS | ||
| VP OF DEVELO | 000.00 | $0 |
| KELLEY WALKER | ||
| VP OF MARKET | 000.00 | $0 |
| SHANNON HENDLEY | ||
| VP OF PROGRA | 000.00 | $0 |
| TAMARA MOEHR | ||
| SECRETARY | 000.00 | $0 |
| WILLIE GIPSON | ||
| BOARD MEMBER | 000.00 | $0 |
| JOYCE MCGUILL-DIERSCHKE | ||
| BOARD MEMBER | 000.00 | $0 |
| CHRIS RAINEY | ||
| BOARD MEMBER | 000.00 | $0 |
| DOREY WILLIAMS | ||
| HISTORIAN | 000.00 | $0 |
| MARK RICHARDSON | ||
| DIRECTOR AT- | 000.00 | $0 |
| ANTIONWYNETTE SMITH | ||
| BOARD MEMBER | 000.00 | $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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615506447 | 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 |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $54,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,283 | CurrentTaxYearAmt |
| Total | $125,485 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $54,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,283 | CurrentTaxYearAmt |
| Total | $125,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $125,485 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $79 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74 | CurrentTaxYearAmt |
| Total | $229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $18,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,325 | CurrentTaxYearAmt |
| Total | $37,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $163,168 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $77,559 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $56,148 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $15,990 | CashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $625 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $19,208 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $56,148 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $15,990 | CashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $625 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $19,208 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $35,823 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $20,325 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Individual With Books | DARREN DRAKE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: REFUGIO ISD ADDRESS: 212 WEST VANCE STREET REFUGIO, TX 78377 CASH CONTRIBUTION: 38,941 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 325 745 TEACHER APPRECIATION 10,433 PO BOX RENT 160 AMOUNTS TO REFUGIO ISD 5,592 TOTAL 17,255 |
| FORM 990-EZ, PART III | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. |
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