2023-04-07T09:54:13-05:00 2022-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2021-07-01 750800699 WOMEN IN NEED OF GENEROUS SUPPORT WOME 2148269922 1903 ANSON ROAD DALLAS TX 75235 KATE ROSE MARQUEZ CEO 2148269922 2023-03-17 1 KATE ROSE MARQUEZ 999009999 SARA BURKHART P01435955 9724901970 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KATE ROSE MARQUEZ 1903 ANSON ROAD DALLAS TX 75235 4233393 0 X WWW.WINGSDALLAS.ORG X 1908 TX AT WINGS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. X 20 20 41 22 0 0 3585550 4188904 0 0 14 57 2276 -61148 3587840 4127813 0 0 0 0 2259513 2364023 0 0 364155 994439 2794030 3253952 5158053 333888 -1030240 3306635 1533569 1104307 361481 2202328 1172088 AT WINGS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. 0 0 2985573 WINGS NURSE-FAMILY PARTNERSHIP (NFP) EMPOWERS VULNERABLE FIRST-TIME MOMS TO TRANSFORM THEIR LIVES AND CREATE BETTER FUTURES FOR THEMSELVES AND THEIR BABIES. NFP WORKS BY HAVING SPECIALLY TRAINED NURSES REGULARLY VISIT YOUNG, FIRST-TIME MOMS-TO-BE, STARTING EARLY IN THE PREGNANCY AND CONTINUING THROUGH THE CHILD'S SECOND BIRTHDAY. 325 WOMEN AND 244 BABIES RECEIVED SERVICES IN FY 21-22. 1346790 WINGS ECONOMIC ADVANCEMENT EMPOWERS WOMEN WITH THE CONFIDENCE AND KNOWLEDGE NEEDED TO MAKE SOUND FINANCIAL DECISIONS. WITH THE SUPPORT AND ACCOUNTABILITY OF A WINGS FINANCIAL COACH, WOMEN DEVELOP SMART GOALS TO CHART THEIR PATH TO FINANCIAL GROWTH. CLIENTS CAN JOIN ANY OF OUR RESILIENCY PATHWAYS AIMED AT PERSONAL FINANCE, CAREER GROWTH, BUSINESS FINANCE AND PERSONAL WELLNESS. OUTCOMES SHOW IMPROVEMENTS IN FINANCIAL KNOWLEDGE, SAVINGS, CREDIT, DEBT AND INCOME. IN FY 21-22 THE PROGRAM REACHED 667 PARTICIPANTS. 54958 THE WINGS COACHING INSTITUTE TEACHES PRACTITIONERS TO COACH OTHERS ON FINANCIAL TOPICS THROUGH DYNAMIC, INTERACTIVE COACH TRAINING THAT COMBINES FUNDAMENTAL COACHING SKILLS WITH STRONG FINANCIAL CONTENT. THE TRAINING HELPS COACHES CREATE A SOLID UNDERSTANDING OF HOW THEY CAN USE COACHING SKILLS AND TOOLS TO WORK WITH CLIENTS TO CO-CREATE POSITIVE CHANGE. CONTRACTED THROUGH CNM INGENUITY, INC, OUR TRAINING CREATES A PATHWAY FOR COACHES TO BECOME CERTIFIED BY CNM, ICF OR/AND BCC. THE PAST YEAR, WE PROVIDED TRAINING FOR 51 COACHES IN DALLAS, SAN ANTONIO AND AUSTIN. 4387321 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 34 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X KATE ROSE MARQUEZ 2148269922 1903 ANSON ROAD DALLAS TX 75235 KAREN ASHMORE DIRECTOR 1.00 X 0 0 0 JOEL AUSTIN DIRECTOR 1.00 X 0 0 0 CASSIE CARNAHAN DIRECTOR 1.00 X 0 0 0 EMILY CASSO NOM/GOV CHAIR 1.00 X 0 0 0 ELSIE COOKE-HOLMES DIRECTOR 1.00 X 0 0 0 MELISSA COOKSEY DIRECTOR 1.00 X 0 0 0 ELLEN FARRELL DIRECTOR 1.00 X 0 0 0 ANAMIKA GUPTA DIRECTOR 1.00 X 0 0 0 BROOKE HOPKINS DIRECTOR 1.00 X 0 0 0 JERVONNE NEWSOME DIRECTOR 1.00 X 0 0 0 CYNTHIA NWAUBANI DIRECTOR 1.00 X 0 0 0 LEANNE OLIVER DIRECTOR 1.00 X 0 0 0 JOLENE RISCH DIRECTOR 1.00 X 0 0 0 HOLLY TUCKER DIRECTOR 1.00 X 0 0 0 LINDA WILKINS DIRECTOR 1.00 X 0 0 0 MARY HENDERSON TREASURER 1.00 X X 0 0 0 MICHELLE HUDSON PRESIDENT-ELECT 1.00 X X 0 0 0 LAURA RYAN PAST-PRESIDENT 1.00 X X 0 0 0 ASHLEY STORMS SECRETARY 1.00 X X 0 0 0 JAMES VAUGHAN PRESIDENT 1.00 X X 0 0 0 KATE ROSE MARQUEZ CHIEF EXECUTIVE OFFICER 40.00 X 189000 0 21366 SUSAN SMITHSON CHIEF STRATEGY OFFICER 40.00 X 147743 0 20271 ANN YARBROUGH CHIEF DEVELOPMENT OFFICER 40.00 X 56269 0 420 LAURA LAROCHELLE CHIEF DEVELOPMENT OFFICER 40.00 X 4231 0 40 LALONNI HAGERMAN CONTROLLER 40.00 X 30115 0 1498 SUSAN LOY CONTROLLER 40.00 X 83939 0 5645 LEILANI MILLER CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 511297 0 49240 2 0 1 0 0 418939 372540 2082926 1314499 4188904 57 57 42400 372540 105580 -63180 -63180 MISCELLANEOUS 900099 2032 2032 2032 4127813 0 0 -61091 668245 520139 33178 114928 1412843 1350051 57827 4965 60137 43233 15018 1886 56747 36363 19333 1051 166051 116155 35483 14413 36317 34911 1406 362379 399634 -37255 15137 4324 427 10386 70526 56733 9546 4247 61784 49633 8742 3409 191910 144736 35185 11989 3141 3123 18 51821 51141 680 7548 7548 94768 68058 20941 5769 35588 27546 5424 2618 LOSS ON EARLY TERMINATI 1711173 1379869 129666 201638 PROGRAM EXPENSES 81179 79046 2133 FEES AND LICENSES 20678 7540 5377 7761 REPAIRS AND MAINTENANCE 15530 8010 7431 89 34551 7076 12620 14855 5158053 4387321 406577 364155 516263 883424 719474 541636 1467 1650 44601 41943 412432 364516 2007830 47916 17000 17000 3306635 1533569 286448 204467 155012 210374 157014 452473 0 1104307 361481 X 1276988 60816 925340 1111272 2202328 1172088 3306635 1533569 -1030240 0 X X 0 1 X 1 1 1 X 3694190 3784441 4253366 3585550 4188904 19506451 3694190 3784441 4253366 3585550 4188904 19506451 994192 18512259 300 3907 38 14 57 4316 5145 2276 2032 9453 19520220 0.94840 0.95560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 5,145. 2020 AMOUNT: $ 2,276. 2021 AMOUNT: $ 2,032. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3154 1093 2061 106838 90609 16229 302440 272814 29626 47916 X 4504730 273426 273426 4231304 -103491 -103491 4127813 3825886 273426 105580 379006 3446880 1711173 1711173 5158053 PART X, LINE 2: WINGS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN 2010, WINGS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. WINGS IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS, AS OF JUNE 30, 2022, THAT WOULD BE SUBJECT TO THE RECOGNITION PROVISION OF ASC 740-10. GENERALLY, THE THREE PRIOR YEARS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION. WINGS IS EXEMPT FROM STATE MARGIN TAXES. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXEPENSES -105,580. INTEREST INCOME 57. MISCELLANEOUS INCOME 2,032. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 105,580. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON EARLY TERMINATION OF LEASEHOLD IMPROVEMENTS 1,711,173. POP FIZZ CLINK 414940 372540 42400 63052 37255 5273 414940 372540 42400 63052 37255 5273 105580 -63180 X X 0 0 0 0 0 0 0 0 0 KATE ROSE MARQUEZ CHIEF EXECUTIVE OFFICER 180000 0 9000 0 0 0 5047 0 16319 0 210366 0 0 0 SUSAN SMITHSON CHIEF STRATEGY OFFICER 147743 0 0 0 0 0 4548 0 15723 0 168014 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE FOR THE BOARD OF DIRECTORS, PROVIDING AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW EACH YEAR. THE PROCESS FOR THE PERFORMANCE AND COMPENSATION REVIEW INCLUDES: 1. ORGANIZATION SETS ITS GOALS FOR THE YEAR. 2. CEO SETS HER GOALS FOR THE YEAR, IN LINE WITH THE ORGANIZATION'S GOALS. 3. CEO PREPARES AN ANNUAL SELF-EVALUATION OF HER PERFORMANCE AGAINST HER PERSONAL GOALS AND THOSE OF THE ORGANIZATION. 4. BOARD PRESIDENT SOLICITS 360 DEGREE FEEDBACK ON CEO'S PERFORMANCE THROUGH INTERVIEWS OF SELECT STAFF AND BOARD MEMBERS AND REVIEW OF CEO'S SELF-EVALUATION. 5. BOARD PRESIDENT AND EACH EXECUTIVE COMMITTEE MEMBER COMPLETE AND DISCUSS AN ASSESSMENT OF CEO'S PERFORMANCE AND DETERMINE COMPENSATION. 6. BOARD PRESIDENT DELIVERS AN ANNUAL PERFORMANCE ASSESSMENT AND COMPENSATION REVIEW TO CEO. SEE PART III 2022-01-01 1711173 NET BOOK VALUE 0 0 0 0 SCHEDULE N, PART II, LINE 1 LEASEHOLD IMPROVEMENTS REFLECT FUNDS EXPENDED FOR PREVIOUS OFFICE SPACE UTILIZED TO EXPAND AND ENHANCE WINGS PROGRAMS. AFTER CONDUCTING A STRATEGIC PLAN AND WITH BOTH BOARD AND STAFF LEADERSHIP IN AGREEMENT, IT WAS DETERMINED THAT THE PROGRAM DELIVERY MODEL WAS BEST EXECUTED WITHIN THE CLIENTS' IMMEDIATE COMMUNITY. THIS DETERMINATION ALLOWED WINGS TO "RIGHT-SIZE" ITS OFFICE FOOTPRINT BY NEGOTIATING A MOVE TO A NEW LEASED OFFICE LOCATION WITH A SIGNIFICANT REDUCTION IN MONTHLY RENT. AS A RESULT OF THIS MOVE, THE LEASEHOLD IMPROVEMENTS TIED TO THE ORIGINAL OFFICE LOCATION WERE DISPOSED. A LOSS ON THE DISPOSAL OF THE LEASEHOLD IMPROVEMENTS IN THE AMOUNT OF $1,711,173 IS RECORDED ON THE STATEMENT OF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT. CHANGES ARE MADE, IF NEEDED, AND THE FINAL DRAFT IS SENT TO THE FULL BOARD FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE GOVERNANCE COMMITTEE REVIEWS AND DETERMINES THE APPROPRIATE COURSE OF ACTION IN THE EVENT OF A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTE OF THE BOARD REVIEWS AND APPROVES CEO COMPENSATION ANNUALLY DURING THE PERFORMANCE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. DOCUMENTS ARE ALSO AVAILABLE VIA GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.