NORTHWEST ISD EDUCATION FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST ISD EDUCATION FOUNDATION INC (EIN 75-2678804)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349308101
- 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 | 2023-05-15T13:07:47-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752912970 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHODES OSIEK PATYK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2170 W INTERSTATE 20 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752678804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8172150174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 77070 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761770070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNA RATNAYAKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8172150174 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANNA | PersonFirstNm |
| Person Last | RATNAYAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURT H OSIEK | PreparerPersonNm |
| PTIN | P00539295 | PTIN |
| Phone | 8172741700 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNA RATNAYAKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 77070 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761770070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,469,190 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NISDTX.ORG/NEF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $535,878 | PYContributionsGrantsAmt |
| CY Contributions Grants | $579,978 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $279,206 | PYInvestmentIncomeAmt |
| CY Investment Income | -$236,639 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$48,400 | PYOtherRevenueAmt |
| CY Other Revenue | $108,507 | CYOtherRevenueAmt |
| PY Total Revenue | $766,684 | PYTotalRevenueAmt |
| CY Total Revenue | $451,846 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $218,472 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $293,963 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $175,051 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $251,953 | PYOtherExpensesAmt |
| CY Other Expenses | $148,275 | CYOtherExpensesAmt |
| PY Total Expenses | $470,425 | PYTotalExpensesAmt |
| CY Total Expenses | $617,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $296,259 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$165,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,155,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,032,293 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124,714 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,073,022 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,907,579 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $117,500 | ExpenseAmt |
| Grant | $117,500 | GrantAmt |
| Desc | SCHOLARSHIPS & TUITION AWARDED TO GRADUATING SENIORS FOR USE AT ACCREDITED UNIVERSITIES IN THE FIELDS OF ENGINEERING, COMPUTER TECHNOLOGY, THE ARTS, OR OF THEIR CHOICE AS SPECIFIED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,894 | ExpenseAmt |
| Grant | $52,894 | GrantAmt |
| Desc | TEACHERS AT NORTHWEST ISD AWARDS FOR INNOVATIVE TEACHING IDEAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,569 | ExpenseAmt |
| Grant | $123,569 | GrantAmt |
| Desc | VARIOUS DRIVES TO COLLECT FUNDS TO SUPPORT QUALIFYING STUDENTS WITH UNIFORMS, SCHOOL SUPPLIES, AP INITIATIVE, AND COMMUNITY SPIRIT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $293,963 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BURTON EXECUTIVE DIRECTOR | PersonNm |
| Phone | 8172150174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 TEXAN DRIVE | AddressLine1Txt |
| City | JUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LANETTE ARTILES | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH BEARD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KADEE BLAIR | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON BRUMMAL | ||||||
| VP OF PROGRA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMME BYERS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC CHILDS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY COPP | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM DAVIS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF DEARING | ||||||
| VP FINANCE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CODY EARLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA GARCIA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALBA GARZA | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADAM HESS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID HICKS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ISHAM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL KOLB | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ODELL MAGEE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUDY MARTINEZ | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHASIDY MURPHY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL NOBLES | ||||||
| ADVISORY BOA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEANNA RATNAYAKE | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DREA REYES | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEVONNA WALKER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCUS WARREN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ZAPATA | ||||||
| VP OF DEVELO | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $201,300 | FundraisingAmt |
| All Other Contributions | $378,678 | AllOtherContributionsAmt |
| Total Contributions | $579,978 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$449,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$449,034 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,135,553 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,923,158 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $212,395 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,395 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $202,693 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $201,300 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $94,186 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,507 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$236,639 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,463 | TotalAmt |
| Program Services | $176,463 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,500 | TotalAmt |
| Program Services | $117,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,929 | TotalAmt |
| Management And General | $158,929 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,122 | TotalAmt |
| Management And General | $16,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,002 | TotalAmt |
| Management And General | $11,002 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,815 | TotalAmt |
| Management And General | $14,815 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,874 | TotalAmt |
| Management And General | $16,874 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,077 | TotalAmt |
| Management And General | $3,077 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120 | TotalAmt |
| Management And General | $2,120 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OVERHEAD ALLOCATION | $80,779 | $80,779 |
| COMPUTER & TECHNOLOGY | $8,467 | $8,467 |
| BANK CHARGES | $3,234 | $3,234 |
| MEALS & ENTERTAINMENT | $3,017 | $3,017 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,890 | TotalAmt |
| Management And General | $4,890 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,289 | TotalAmt |
| Program Services | $293,963 | ProgramServicesAmt |
| Management And General | $323,326 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,481 | BOYAmt |
| EOY | $300,737 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $9,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,024 | BOYAmt |
| EOY | $1,722,256 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,305 | BOYAmt |
| EOY | $2,032,293 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,469 | BOYAmt |
| EOY | $97,497 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,814 | BOYAmt |
| EOY | $7,217 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,283 | BOYAmt |
| EOY | $124,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,022 | BOYAmt |
| EOY | $1,907,579 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,022 | BOYAmt |
| EOY | $1,907,579 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,305 | BOYAmt |
| EOY | $2,032,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$165,443 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $384,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $330,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,978 | CurrentTaxYearAmt |
| Total | $2,228,093 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $384,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $330,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,978 | CurrentTaxYearAmt |
| Total | $2,228,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $275,806 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,952,287 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,145 | CurrentTaxYearAmt |
| Total | $232,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,460,320 | TotalSupportAmt |
| Gross Receipts Rltd Activities | -$27,555 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82420 | 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
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DISTRICT INITIATIVE PAYABLE | $5,095 |
| PAYROLL TAX PAYABLE | $2,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,217 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $153,258 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $94,958 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,450 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,328 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,178 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,192 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $140,974 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $87,900 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $53,074 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,999 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $17,646 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $15,766 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $109,761 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $55,100 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $54,661 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $680 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $103 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,651 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,193 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $403,993 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $201,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $202,693 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $680 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $8,102 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,747 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,328 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,178 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,151 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $94,186 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $108,507 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FORT WORTH | TX | 76177 | 752678804 | 3 | $52,894 | INNOVATIVE TEACHING |
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FORT WORTH | TX | 76177 | 752678804 | 3 | $123,569 | DESIGNATED GIFTS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 74 | RecipientCnt |
| Cash Grant | $117,500 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE EXECUTIVE DIRECTOR PROVIDES OVERSIGHT FOR ALL CONTRIBUTIONS AND PAYMENTS TO VENDORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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