2023-12-08T10:54:34-06:00 2022-08-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DRIVE SUITE 1000 HOUSTON TX 77081 990 2021-09-01 741549077 ECONOMIC OPPORTUNITIES ADVANCEMENT CORP OF PLANNING REGION XI ECON 2547530331 500 FRANKLIN AVENUE WACO TX 76701 ROBERT KUNZE INTERIM EXECUTIVE DIRECTOR 2547530331 2023-12-08 1 ROBERT KUNZE XXX-XX-XXXX TENE THOMAS P00849229 7139681600 2023-12-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DOROTHY MARSTALLER 500 FRANKLIN AVENUE WACO TX 76701 33225752 0 X WWW.EOACWACO.ORG X 1966 TX TO SERVE PEOPLE IN NEED WITH COMPASSION AND DIGNITY, TO HELP THOSE WHO CAN ACHIEVE ECONOMIC INDEPENDENCE AND TO EASE THE PAIN OF POVERTY BARRIERS. 13 13 274 0 0 0 7478494 30709739 254810 2486536 4294 -12310 20224 27009 7757822 33210974 0 0 0 0 3349370 8862894 0 0 0 3968101 22057955 7317471 30920849 440351 2290125 8711208 14954595 3035535 6988797 5675673 7965798 X IMPLEMENT AND CARRY OUT THE PROVISIONS OF THE ECONOMIC OPPORTUNITIES ACT OF 1964. 0 0 17757475 EMERGENCY SERVICES - TO PROVIDE EMERGENCY ASSISTANCE FOR UTILITIES, RENT, ETC TO QUALIFIED LOW-INCOME INDIVIDUALS, AND HELP THOSE WHO CAN TRANSITION OUT OF POVERTY. 8446445 2513545 CHILD CARE AND DEVELOPMENT - TO INCREASE THE AVAILABILITY, AFFORDABILITY AND QUALITY OF CHILD CARE SERVICES IN THE CENTRAL TEXAS AREA; AND PROVIDE HEALTH, EDUCATIONAL AND NUTRITIONAL SERVICES DISADVANTAGED CHILDREN AGES BIRTH TO FIVE. 2960847 WACO CHARTER SCHOOL - PROVIDE QUALITY EDUCATION FOR EVERY STUDENT KINDERGARTEN THROUGH FIFTH GRADE TO THE EXTENT THAT EACH STUDENT HAS THE SKILLS, KNOWLEDGE, AND VALUES NEEDED TO BECOME PRODUCTIVE AND CONTRIBUTING CITIZENS. 783210 WEATHERIZATION DEPARTMENT OF ENERGY - REDUCES ENERGY COSTS FOR LOW INCOME HOUSEHOLDS BY INCREASING THE ENERGY EFFICIENCY OF THEIR HOMES, WHILE ENSURING THEIR HEALTH AND SAFETY.TENANT BASED RENTAL ASSISTANCE - PROVIDE RENTAL ASSISTANCE FOR ELIGIBLE HOUSEHOLDS THROUGH THE TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS HOME PROGRAM. 783210 29947977 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 176 0 1 274 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X BRENDA SANCHEZ CFO 2547530331 500 FRANKLIN AVE WACO TX 76071 BEN PERRY PRESIDENT 1.00 X X 0 0 0 SUSAN COPELAND VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH NELSON PARLIAMENTARIAN 1.00 X X 0 0 0 GARY LUFT TREASURER 1.00 X X 0 0 0 CAROLYN COTTON DIRECTOR 0.00 X 0 0 0 DR CASSY BURLESON DIRECTOR 0.00 X 0 0 0 DYTRUM THIRKILL DIRECTOR 1.00 X 0 0 0 DR HOWARD CHILDS DIRECTOR 0.00 X 0 0 0 RENEE TURNER DIRECTOR 0.00 X 0 0 0 BILLIE MEYERS DIRECTOR 0.00 X 0 0 0 CHARLES EATON DIRECTOR 0.00 X 0 0 0 CHRISTOPHER CHANCE DIRECTOR 0.00 X 0 0 0 NATHESIA WHITE DIRECTOR 0.00 X 0 0 0 DOROTHY MARSTALLER EXECUTIVE DIRECTOR 40.00 X 118345 0 3830 BRENDA SANCHEZ CFO 40.00 X 56467 0 7816 CASSANDRA BIANCHI PRIOR CFO (RESIGNED 05/2022) 40.00 X 84144 0 8677 258956 0 20323 1 0 0 0 SKUNK DADDY SERVICES LLC 7894 N HWY 6 WACO TX 76712 CONSTRUCTION AND MAINTENANCE SERVICE 562809 EXTRACO TECHNOLOGY PO BOX 8560 WACO TX 76714 IT SERVICES 238124 A&H REFRIGERATION CO PO BOX 447 WEST TX 76691 APPLIANCES AND APPLIANCE MAINTENANCE 217824 US FOODS PO BOX 843202 DALLAS TX 752843202 PRODUCE 186330 WACO MASTER CLEANING 122 OAK FOREST DR ELM MOTT TX 76640 CLEANING SERVICES 163295 7 30174190 535549 67009 30709739 HEALTH PLAN REVENUE 624100 2486536 2486536 2486536 2468 2468 14778 -14778 -14778 -14778 OTHER 900099 27009 27009 27009 33210974 2513545 0 -12310 258957 258957 7072890 6739639 333251 1531047 1310443 220604 647042 635878 11164 63767 59085 4682 227272 223315 3957 102876 101988 888 DIRECT SERVICES 15376387 15376387 INDIRECT COSTS 1580822 1580822 SUPPLIES AND MATERIALS 1427017 1407744 19273 IN-KIND 866977 866977 1765795 1645699 120096 30920849 29947977 972872 0 3110371 5153566 2028730 3460509 263248 12038 1693 1693 224219 148363 9788610 3610184 3082947 6178426 8711208 14954595 1965249 2263333 1070286 3025464 1700000 3035535 6988797 X 932550 2815611 4743123 5150187 5675673 7965798 8711208 14954595 2290125 0 X X 0 1 X 1 1 1 X 23979887 19388251 17466997 7478494 30709739 99023368 23979887 19388251 17466997 7478494 30709739 99023368 99023368 5837 12000 15730 4294 7798 45659 4746 15207 20837 20224 27009 88023 99157050 4020134 0.99870 0.99710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2017 AMOUNT: $ 4,746. 2018 AMOUNT: $ 15,207. 2019 AMOUNT: $ 20,837. 2020 AMOUNT: $ 20,224. 2021 AMOUNT: $ 27,009. 8367146 3261238 5105908 841645 249932 591713 579819 99014 480805 6178426 X 34934788 1723814 1723814 33210974 0 33210974 32644663 1723814 1723814 30920849 0 30920849 PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED AUGUST 31, 2022, THE ORGANIZATION HAS DETERMINED THAT NO INCOME TAXES ARE DUE FOR THESE ACTIVITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE CODE. THE ORGANIZATION APPLIES THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ORGANIZATION 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. X SUPPLIES 1 67009 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE WILL HAVE A MEETING TO REVIEW THE AUDIT REPORT AND FORM 990. AFTER MEETING, TREASURER OR CHIEF EXCUTIVE OFFICER WILL SEND THE FORM 990 TO THE BOARD MEMBERS BEFORE THE MEETING AND ANSWER THEIR QUESTIONS AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO REVIEW A LIST OF VENDORS OF THE ORGANIZATION AND DISCLOSE IF THEY OR A CLOSE FAMILY MEMBER HAS AN INTEREST IN ANY OF THE VENDORS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL ANNUAL EVALUATIONS FOR CFO AND PROGRAM DIRECTORS BY EXECUTIVE DIRECTOR; ANNUAL EVALUATIONS FOR EXECUTIVE DIRECTOR BY BOARD OF DIRECTORS. LINE 15B - COMPENSATION PROCESS FOR OFFICERS THE INDEPENDENT BOARD OF DIRECTORS SETS THE E.D.'S COMPENSATION. SALARY SURVEYS ARE USED TO COMPARE EOAC TO SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.