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LUPUS FOUNDATION OF AMERICA: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LUPUS FOUNDATION OF AMERICA (EIN 75-1561127)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-02-14
IRS object ID
202310459349300136
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

FieldValueIRS element (for citing)
Return2023-02-14T11:00:26-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN412024514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMMERVILLE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13030 MATLOCK RD STE 201AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760152936ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN751561127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUPUS FOUNDATION OF AMERICABusinessNameLine1Txt
Business Name Line2LONE STAR CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLUPUBusinessNameControlTxt
Phone9729196191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH ROTHPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4693740590PhoneNum
Signature2023-02-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastROTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELAINE L SOMMERVILLE CPAPreparerPersonNm
PTINP00204458PTIN
Phone8177955046PhoneNum
Preparation2023-02-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerELIZABETH ROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$342,384GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUPUSLONESTAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers53TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$273,458PYContributionsGrantsAmt
CY Contributions Grants$329,499CYContributionsGrantsAmt
PY Program Service Revenue$875PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$41PYInvestmentIncomeAmt
CY Investment Income$7,010CYInvestmentIncomeAmt
PY Other Revenue$8,593PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$282,967PYTotalRevenueAmt
CY Total Revenue$336,509CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$206,203PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$185,770CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$69,846CYTotalFundraisingExpenseAmt
PY Other Expenses$81,938PYOtherExpensesAmt
CY Other Expenses$88,845CYOtherExpensesAmt
PY Total Expenses$288,141PYTotalExpensesAmt
CY Total Expenses$274,615CYTotalExpensesAmt
PY Revenues Less Expenses-$5,174PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$61,894CYRevenuesLessExpensesAmt
Total Assets BOY$250,078TotalAssetsBOYAmt
Total Assets EOY$214,743TotalAssetsEOYAmt
Total Liabilities BOY$140,002TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,284TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,076NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$149,459NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$180,106ExpenseAmt
DescTHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING OVER 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2021-2022 YEAR, THE ORGANIZATION: RESPONDED TO MORE THAN 2,000 INQUIRIES VIA PHONE AND AT COMMUNITY EVENTS. EDUCATED MORE THAN 1,500 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE LUPUS SUMMIT, AND 6 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS, NURSES, AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED QUARTERLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,500+ FOLLOWERS, TWITTER WITH 1,600+ FOLLOWERS, AND INSTAGRAM WITH 750+ FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 500 VOLUNTEER HOURS.Desc
Total Program Service Expenses$180,106TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLIZ ROTHPersonNm
Phone9729196191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113155 NOEL RD STE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
HOLLY MOTTERAM
PRESIDENT/CE40.00Yes (X)$86,313$0$10,138
CHRIS CONTRERAS
DIRECTOR2.00$0$0$0Yes (X)
DIANA DEFRIES
DIRECTOR/SEC5.00Yes (X)$0$0$0Yes (X)
ASHTON DOUGHERTY
DIRECTOR/TRE5.00Yes (X)$0$0$0Yes (X)
KRISTY MONTERO
DIRECTOR2.00$0$0$0Yes (X)
LEON BEAU PALMER
CHAIR/DIRECT15.00Yes (X)$0$0$0Yes (X)
MARCI PAYNE
DIRECTOR2.00$0$0$0Yes (X)
CARMETHIA SANDERS
DIRECTOR2.00$0$0$0Yes (X)
MAGGIE WORTHINGTON TARSINOS
DIRECTOR/VIC5.00Yes (X)$0$0$0Yes (X)
TESSIE HOLLOWAY
CEO40.00Yes (X)$0$0$0
ELIZABETH ROTH
PRESIDENT/CE40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$86,313TotalReportableCompFromOrgAmt
Total Other Compensation$10,138TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$39,995GovernmentGrantsAmt
All Other Contributions$289,504AllOtherContributionsAmt
Total Contributions$329,499TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,315TotalRevenueColumnAmt
Exclusion$7,315ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,570SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,875SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$305SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$305TotalRevenueColumnAmt
Exclusion-$305ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,509TotalRevenueColumnAmt
Exclusion$7,010ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,752TotalAmt
Program Services$59,639ProgramServicesAmt
Management And General$9,175ManagementAndGeneralAmt
Fundraising$22,938FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$61,701TotalAmt
Program Services$40,106ProgramServicesAmt
Management And General$6,170ManagementAndGeneralAmt
Fundraising$15,425FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,673TotalAmt
Program Services$11,488ProgramServicesAmt
Management And General$1,767ManagementAndGeneralAmt
Fundraising$4,418FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,644TotalAmt
Program Services$9,519ProgramServicesAmt
Management And General$1,464ManagementAndGeneralAmt
Fundraising$3,661FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,515TotalAmt
Program Services$8,785ProgramServicesAmt
Management And General$1,351ManagementAndGeneralAmt
Fundraising$3,379FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,150TotalAmt
Program Services$5,297ProgramServicesAmt
Management And General$815ManagementAndGeneralAmt
Fundraising$2,038FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$545TotalAmt
Program Services$354ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt
Fundraising$136FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,669TotalAmt
Program Services$7,295ProgramServicesAmt
Management And General$1,017ManagementAndGeneralAmt
Fundraising$2,357FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,421TotalAmt
Program Services$13,924ProgramServicesAmt
Management And General$2,142ManagementAndGeneralAmt
Fundraising$5,355FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,424TotalAmt
Program Services$1,576ProgramServicesAmt
Management And General$242ManagementAndGeneralAmt
Fundraising$606FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$31TotalAmt
Program Services$20ProgramServicesAmt
Management And General$3ManagementAndGeneralAmt
Fundraising$8FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$19,098TotalAmt
Program Services$19,098ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$691TotalAmt
Program Services$449ProgramServicesAmt
Management And General$69ManagementAndGeneralAmt
Fundraising$173FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,932TotalAmt
Program Services$2,556ProgramServicesAmt
Management And General$393ManagementAndGeneralAmt
Fundraising$983FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
WALK TO END LUPUS EXPENSE$7,069$7,069
GALA EXPENSES$1,000$1,000
EVENT EXPENSES$300$300

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$274,615TotalAmt
Program Services$180,106ProgramServicesAmt
Management And General$24,663ManagementAndGeneralAmt
Fundraising$69,846FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,317BOYAmt
EOY$21,729EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,280BOYAmt
EOY$63,782EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,534BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,564BOYAmt
EOY$1,424EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$28,418LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,082LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$881BOYAmt
EOY$336EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$136,919BOYAmt
EOY$114,110EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$52,583BOYAmt
EOY$13,362EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$250,078BOYAmt
EOY$214,743EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,399BOYAmt
EOY$9,754EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$91,651BOYAmt
EOY$52,192EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$46,952BOYAmt
EOY$3,338EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$140,002BOYAmt
EOY$65,284EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,313BOYAmt
EOY$137,266EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,763BOYAmt
EOY$12,193EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,076BOYAmt
EOY$149,459EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$250,078BOYAmt
EOY$214,743EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$61,894ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$22,511NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$435,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$273,458CurrentTaxYearMinus1YearAmt
Current Tax Year$329,499CurrentTaxYearAmt
Total$1,609,359TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$435,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$273,458CurrentTaxYearMinus1YearAmt
Current Tax Year$329,499CurrentTaxYearAmt
Total$1,609,359TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$49,625SubstantialContributorsTotAmt
Public Support Total170$1,559,734PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$77CurrentTaxYearMinus1YearAmt
Current Tax Year$7,315CurrentTaxYearAmt
Total$7,392TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,915CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$7,593CurrentTaxYearMinus1YearAmt
Total$14,508TotalAmt
FieldValueIRS element (for citing)
Total Support$1,631,259TotalSupportAmt
Gross Receipts Rltd Activities$875GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95620PublicSupportCY170Pct
Public Support PY1700.97860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,418OtherCostOrOtherBasisAmt
Depreciation$28,082DepreciationAmt
Book Value$336BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$336TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
LIFE INSURANCE CASH SURRENDER VALUE$7,893
RIGHT-OF-USE LEASED ASSETS$3,338
SECURITY DEPOSIT$1,669
OTHER ASSETS$462
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,362TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRIGHT-OF-USE LEASED LIABILITIESDesc
Amt$3,338Amt
FieldValueIRS element (for citing)
Total Liability$3,338TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$313,998TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$22,511NetUnrealizedGainsInvstAmt
Revenue Not Reported-$22,511RevenueNotReportedAmt
Revenue Subtotal$336,509RevenueSubtotalAmt
Total Revenue Per Form990$336,509TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$274,615TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$274,615ExpensesSubtotalAmt
Total Expenses Per Form990$274,615TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationLUPUS FOUNDATION OF AMERICA (LFA) IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, LFA HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCODINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS OF LFA ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4ATHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING OVER 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2021-2022 YEAR, THE ORGANIZATION: RESPONDED TO MORE THAN 2,000 INQUIRIES VIA PHONE AND AT COMMUNITY EVENTS. EDUCATED MORE THAN 1,500 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE LUPUS SUMMIT, AND 6 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS, NURSES, AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED QUARTERLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,500+ FOLLOWERS, TWITTER WITH 1,600+ FOLLOWERS, AND INSTAGRAM WITH 750+ FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 500 VOLUNTEER HOURS.
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE TREASURER AND THE CEO. THE FORM 990 IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY THREE INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 17NORTH CAROLINA, OHIO, OKLAHOMA, PENNSYLVANIA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, NEVADA
FORM 990, PAGE 6, PART VI, LINE 19THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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