ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER (EIN 27-0054084)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349303536
- Schema version
- 2024v5.1
- 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 | 2025-05-14T09:32:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352537897 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truth Bookkeeping and Tax Svcs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 Thunder Bay Drive | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270054084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FRANCES SMITH-DEAN | InCareOfNm |
| Business Name Control | ZANW | BusinessNameControlTxt |
| Phone | 2143244443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 571513 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75357 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCES SMITH-DEAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2143244443 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LATANYA D COOPER | PreparerPersonNm |
| PTIN | P01627008 | PTIN |
| Phone | 6823238232 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANCES SMITHDEAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2606 MARTIN LUTHER KING JR BLVD Ste | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $551,020 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | zwhjcoc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | CREATE SELFSUSTAINING PATHWAYS OUT OF POVERTY FOR YOUNG PEOPLE AND FAMILIES IN THE DALLAS TEXAS AREA THROUGH EDUCATION TRAINING AND JOB PLACEMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $239,202 | PYContributionsGrantsAmt |
| CY Contributions Grants | $392,510 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,851 | PYInvestmentIncomeAmt |
| CY Investment Income | $24 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,486 | PYOtherRevenueAmt |
| CY Other Revenue | $135,427 | CYOtherRevenueAmt |
| PY Total Revenue | $315,539 | PYTotalRevenueAmt |
| CY Total Revenue | $527,961 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $8,200 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $234,385 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $198,851 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,056 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $133,403 | PYOtherExpensesAmt |
| CY Other Expenses | $311,495 | CYOtherExpensesAmt |
| PY Total Expenses | $367,788 | PYTotalExpensesAmt |
| CY Total Expenses | $518,546 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$52,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,415 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $110,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ZAN WESLEY HOLMES JR. COMMUNITY OUTREACH CENTER IS A NONPROFIT ORGANIZATION CREATING SELF-SUSTAINING PATHWAYS OUT OF POVERTY FOR YOUNG PEOPLE AND FAMILIES IN DALLAS, TEXAS, THROUGH EDUCATION, TRAINING AND JOB PLACEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,982 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,605 | ExpenseAmt |
| Desc | FINANCIAL WELLNESS-CONSISTS OF 2 PROGRAMS: 90-DAY SAVINGS CHALLENGE-STUDENTS WERE TAUGHT HOW TO RESEARCH VARIOUS BANK PRODUCTS, VARIOUS STRATEGIES AND HOW TO PREPARE TO QUESTION BANKERS. WEEKLY MEETINGS WERE HELD WITH A TEAM TO REVIEW PROGRESS. 37 PARTICIPANTS WERE SERVED. $250 TO $100,000-THIS 12 WEEK PROGRAM PROVIDED STUDENTS WITH THE OPPORTUNITY TO LEVERAGE THEIR FINANCES BY UNDERSTANDING THE FOUR PILLARS OF MONEY-PRESERVATION, LEVERAGE, COMPOUNDING AND RISK MANAGE- MENT. STUDENTS ATTENDED TRADING SESSIONS, ECONOMIC CLASSES AND OTHER TECHNICAL SESSIONS AND WERE REQUIRED TO SUBMIT JOURNALS, TRADING LOGS AND STATEMENTS FOR REVIEW. 167 PARTICIPANTS WERE SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,519 | ExpenseAmt |
| Desc | LOW VOLTAGE IS A 7 WEEK LIGHT ELECTRICAL TECHNICAL TRAINING PROGRAM THAT ENCOMPASSES LIGHT ELECTRICAL SKILL TRAINING FOR THE INSTALLER 1 LICENSE, EMOTIONAL WELLNESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP SKILLS. ONE WEEK IS DEDICATED TO ON-THE-JOB TRAINING IN ORDER TO PROVIDE THE STUDENTS WITH REAL WORLD EXPERIENCES. 28 PARTICIPANTS WERE SERVED AND 10 PARTICIPANTS RECEIVED JOB PLACEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $16,800 | TRIBE (ASSET BUILDING)-STUDENTS WORKED ON BUILDING ASSETS THROUGH MONTHLY MEETINGS AND QUARTERLY REVIEW OF ACCUMULATION PLANS. 49 PARTICIPANTS SERVED |
| $8,400 | OUTREACH-PARTNERSHIP WITH WORKFORCE DALLAS TO HOST FINANCIAL LITERACY CLASSES AT UNTD JOB FAIRS. 72 PARTICIPANTS SERVED. |
| $4,430 | JUNETEENTH ECONOMIC FORUM-3 DAY EVENT TO PROVIDE COMMUNITY WITH DIRECTION FOR WHAT IS NEXT IN THE ECONOMIC LANDSCAPE. 191 PARTICIPANTS SERVED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,630 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $141,736 | 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | 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 | Yes (true) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | false | 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 | FRANCES SMITH-DEAN | PersonNm |
| Phone | 2143244443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2606 MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| FRANCES SMITH-DEAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $120,000 | $0 | $0 | ||
| DEMETRIS SAMPSON | ||||||||
| BOARD CHAIRPERSON | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| VINCENT RATCLIFF | ||||||||
| BOARD TREASURER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| ZAN W HOLMES JR | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CLIFTON C JOHNSON SR | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA TODD | ||||||||
| BOARD VICE CHAIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| WILLIAM KEYES | ||||||||
| BOARD SECRETARY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| RILEY SIMMONS III | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| VINCENT BATTLES | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $4,033 | FundraisingAmt |
| All Other Contributions | $388,477 | AllOtherContributionsAmt |
| Noncash Contributions | $173,270 | NoncashContributionsAmt |
| Total Contributions | $392,510 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $158,486 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,033 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,059 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,427 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,200 | TotalAmt |
| Program Services | $8,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000 | TotalAmt |
| Program Services | $110,500 | ProgramServicesAmt |
| Management And General | $13,000 | ManagementAndGeneralAmt |
| Fundraising | $6,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,720 | TotalAmt |
| Program Services | $54,720 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,131 | TotalAmt |
| Program Services | $12,639 | ProgramServicesAmt |
| Management And General | $995 | ManagementAndGeneralAmt |
| Fundraising | $497 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,600 | TotalAmt |
| Management And General | $11,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,604 | TotalAmt |
| Program Services | $33,656 | ProgramServicesAmt |
| Management And General | $12,800 | ManagementAndGeneralAmt |
| Fundraising | $19,148 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,423 | TotalAmt |
| Program Services | $364 | ProgramServicesAmt |
| Fundraising | $2,059 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,249 | TotalAmt |
| Management And General | $7,945 | ManagementAndGeneralAmt |
| Fundraising | $1,304 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493 | TotalAmt |
| Program Services | $3,493 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,345 | TotalAmt |
| Program Services | $182,345 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899 | TotalAmt |
| Management And General | $1,899 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,381 | TotalAmt |
| Management And General | $5,381 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,280 | TotalAmt |
| Management And General | $14,280 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT STIPEND | $4,908 | $4,908 | |
| TRAINING AND EDUCATION | $3,454 | $3,454 | |
| OPERATING SUPPLIES | $3,189 | $3,189 | |
| REGISTRATION FEES | $2,820 | $2,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
| Program Services | $302 | ProgramServicesAmt |
| Fundraising | $548 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,546 | TotalAmt |
| Program Services | $417,770 | ProgramServicesAmt |
| Management And General | $70,720 | ManagementAndGeneralAmt |
| Fundraising | $30,056 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,621 | BOYAmt |
| EOY | $82,613 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,046 | BOYAmt |
| EOY | $38,268 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152 | BOYAmt |
| EOY | $152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,177 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,680 | BOYAmt |
| EOY | $19,680 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450 | BOYAmt |
| EOY | $450 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,949 | BOYAmt |
| EOY | $144,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,797 | BOYAmt |
| EOY | $1,050 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,000 | BOYAmt |
| EOY | $18,460 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,797 | BOYAmt |
| EOY | $19,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,152 | BOYAmt |
| EOY | $124,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,152 | BOYAmt |
| EOY | $124,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,949 | BOYAmt |
| EOY | $144,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,415 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $296,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,726 | CurrentTaxYearAmt |
| Total | $1,721,026 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,726 | CurrentTaxYearAmt |
| Total | $1,721,026 | 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 | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,721,026 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $24 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $24 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,750 | CurrentTaxYearAmt |
| Total | $1,721,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,680 | OtherCostOrOtherBasisAmt |
| Book Value | $19,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,497 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,680 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | IN COVERSATION | Event1Nm |
| Gross Receipts Event1 | $162,519 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,033 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $158,486 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $5,476 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $575 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,008 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $162,519 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,033 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $158,486 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $5,476 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $575 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,008 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,059 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $135,427 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SMALL BUSINESS GRANT AWARDS | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $8,200 | CashGrantAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND RENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $173,270 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV RENT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (32 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Line 11b | 990 IS PRESENTED AND REVIEWED BY THE BOARD AT THE FIRST BOARD MEETING |
| Part VI Line 11b | FOLLOWING FILING |
| Part VI Line 12c | SEE SCHEDULE O |
| Part VI Line 19 | UPON REQUEST |
| Part IX Line 11g | ARCHITECT FEES Total expenses - $10000.00 Program service expenses - $0.00 Mgmt and general expenses - $10000.00 Fundraising expenses - $0.00 |
| Part IX Line 11g | PROGRAM INSTRUCTORS Total expenses - $24876.00 Program service expenses - $24876.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00 |
| Part IX Line 11g | CONTRACT SERVICES-OTHER Total expenses - $30728.00 Program service expenses - $8780.00 Mgmt and general expenses - $2800.00 Fundraising expenses - $19148.00 |
| Part III Line 4d | Expenses: $16800.00 including grants of: $0.00 Revenue: $0.00 |
| Part III Line 4d | TRIBE (ASSET BUILDING)-STUDENTS WORKED ON BUILDING ASSETS THROUGH MONTHLY |
| Part III | MEETINGS AND QUARTERLY REVIEW OF ACCUMULATION PLANS. 49 PARTICIPANTS SERVED |
| Part III Line 4d | Expenses: $8400.00 including grants of: $0.00 Revenue: $0.00 |
| Part III Line 4d | OUTREACH-PARTNERSHIP WITH WORKFORCE DALLAS TO HOST FINANCIAL LITERACY |
| Part III Line 4d | CLASSES AT UNTD JOB FAIRS. 72 PARTICIPANTS SERVED. |
| Part III Line 4d | Expenses: $4430.00 including grants of: $0.00 Revenue: $0.00 |
| Part III Line 4d | JUNETEENTH ECONOMIC FORUM-3 DAY EVENT TO PROVIDE COMMUNITY WITH DIRECTION |
| Part III Line 4d | FOR WHAT IS NEXT IN THE ECONOMIC LANDSCAPE. 191 PARTICIPANTS SERVED. |
| PART III, LINE 4A | SMALL BUSINESS: PROGRAM 1: A 12 WEEK COHORT HOSTED TWICE A WEEK TO INCLUDE |
| PART III, LINE 4A | TECHNICAL TRAINING AND BANKERS PERSPECTIVES ON WHAT SMALL BUSINESS OWNERS |
| PART III, LINE 4A | NEED TO UNDERSTAND. STUDENTS MET TO DISCUSS THE BUSINESS LANDSCAPE AND HOW |
| PART III, LINE 4A | TO RAISE CAPITAL TO SCALE AND SUSTAIN THEIR BUSINESS MODELS. |
| PART III, LINE 4A | 12 PARTICIPANTS WERE SERVED. |
| PART III, LINE 4A | PROGRAM 2: TECHNICAL ASSISTANCE-SMALL BUSINESS OWNERS ARE ASSISTED WITH |
| PART III, LINE 4A | THEIR CAPITAL NEEDS. ASSESSMENTS ARE DONE BY THE PROGRAM MANAGER AND |
| PART III, LINE 4A | SUCCESS COACH. THE EXECUTIVE DIRECTOR MEETS WITH THEM TO DISCUSS THEIR |
| PART III, LINE 4A | CHALLENGES, ASSISTS WITH REDESIGNING THE BUSINESS MODEL AND PAIRING THEM |
| PART III, LINE 4A | WITH A BANK THAT HAS THEIR IDEAL BANKING PRODUCT. 97 PARTICIPANTS SERVED. |
| PART III, LINE 4A | PROGRAM3: SMALL BUSINESS LISTENING SESSIONS-SMALL BUSINESS OWNERS, |
| PART III, LINE 4A | REGULATORS AND BANKERS MEET TO DISCUSS PRODUCTS AND PROGRESS WITH THE |
| PART III, LINE 4A | COMMUNITY. EXECUTIVE DIRECTOR MEETS WITH BANKERS MONTHLY AND WITH SMALL |
| PART III, LINE 4A | BUSINESS OWNERS QUARTERLY. OTHER TECHNICAL SERVICE PROVIDERS AND THEIR |
| PART III, LINE 4A | SMALL BUSINESS CONSTITUENTS ARE ALSO INVITED TO PARTICIPATE TO HELP BUILD |
| PART III, LINE 4A | COMMUNITY AWARENESS. 148 PARTICIPANTS WERE SERVED. |