UNTHSC FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNTHSC FOUNDATION (EIN 47-1744274)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2022-04-22
- IRS object ID
- 202201129349300015
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-22T09:58:14-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471744274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTHSC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNTH | BusinessNameControlTxt |
| Phone | 8177352552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 CAMP BOWIE BLVD 800 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761072699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MEINTJES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8177352552 | PhoneNum |
| Signature | 2022-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA L NEVELOW | PreparerPersonNm |
| PTIN | P00083210 | PTIN |
| Phone | 9724901970 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JAMES MEINTJES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 CAMP BOWIE BLVD 800 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761072699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,240,161 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,784,754 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,367,413 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $256,176 | PYInvestmentIncomeAmt |
| CY Investment Income | $365,408 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$271,492 | PYOtherRevenueAmt |
| CY Other Revenue | -$52,817 | CYOtherRevenueAmt |
| PY Total Revenue | $7,769,438 | PYTotalRevenueAmt |
| CY Total Revenue | $3,680,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,591,883 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,261,280 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $66,427 | PYOtherExpensesAmt |
| CY Other Expenses | $2,204,451 | CYOtherExpensesAmt |
| PY Total Expenses | $4,658,310 | PYTotalExpensesAmt |
| CY Total Expenses | $6,465,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,111,128 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,785,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,202,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,936,505 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,458,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,106,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,744,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,830,201 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,261,280 | ExpenseAmt |
| Grant | $4,261,280 | GrantAmt |
| Desc | RESEARCH DEVELOPMENT & ENHANCEMENTFUNDS ARE USED TO SUPPORT AND ENHANCE SCHOLARLY RESEARCH BY ESTABLISHING ENDOWED FACULTY POSITIONS IN KEY RESEARCH FOCUS AREAS AND ENHANCING THE NOVEL RESEARCH WORK BEING CONDUCTED BY FACULTY MEMBERS IN A VARIETY OF AREAS. THE FOUNDATION FUNDS AN ENDOWED CHAIR IN PHARMACOLOGY AND NEUROSCIENCE WHICH ENHANCE WORK IN HEALTH DISPARITIES RESEARCH AS WELL AS ALZHEIMER'S AND GERIATRICS RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OSTEOPATHIC HERITAGE FOUNDATION ENDOWED CHAIR OF CLINICAL RESEARCHTHE RICHARDS-COHEN DISTINGUISHED CHAIR IN CLINICAL RESEARCH ENDOWMENT WAS CREATED TO SUPPORT CLINICAL RESEARCH AND EDUCATION IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER. CURRENT EFFORTS FOCUS ON ESTABLISHING A REPLICABLE CLINICAL RESEARCH TEAM MODEL THAT ENCOURAGES OSTEOPATHIC PHYSICIANS TO ENGAGE IN PATIENT-BASED CLINICAL RESEARCH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE LEVINE PRESIDENT'S AWARDS PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN EACH OF THE HSC'S SCHOOLS/COLLEGES BASED ON AWARDING DECISIONS MADE BY THE HSC SCHOLARSHIP COMMITTEE. AT THE INSTRUCTION OF THE PRESIDENT, THESE AWARDS ARE TO BE DIVIDED EQUALLY TO SUPPORT STUDENTS IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE, GRADUATE SCHOOL OF BIOMEDICAL SCIENCES, SCHOOL OF PUBLIC HEALTH, SCHOOL OF HEALTH PROFESSIONS (PHYSICIAN ASSISTANTS AND PHYSICIAN THERAPISTS), AND COLLEGE OF PHARMACY. THE ENDOWMENT SUPPORTING THESE AWARDS WAS RECEIVED THROUGH AN INSURANCE POLICY WITH INSTRUCTIONS TO BE USED AT THE DISCRETION OF THE HSC PRESIDENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MULTIPLE PROGRAMS AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER INCLUDING RESEARCH, EDUCATION, SALARY SUPPORT, DNA LABORATORY, PEDIATRICS, AND OBGEN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,261,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MEINTJES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177352552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 CAMP BOWIE BLVD SUITE 800 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RICHARD CASAREZ PE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN HOWETH JD | ||||||
| DIRECTOR (EMERITUS) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT FERGUSON | ||||||
| DIRECTOR (EMERITUS) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAY DICKERSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PENCE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHNNY CAMPBELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN FARR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM JORDAN DO FACOI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN LOWRANCE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TODD SPAKE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEN HUFFMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH DEWOODY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| QUINTIN CASSADY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIBBY WATSON | ||||||
| PROGRAM CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG COOK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIE HOLLIDAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAN KEHOE | ||||||
| DIRECTOR (AT-LARGE) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NOLET CPA | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELVA LEBLANC PHD | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALDEN KAROTKIN | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL YEAGER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELE REYNOLDS | ||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOUGLAS WHITE | ||||||
| EXECUTIVE DIRECTOR NON VOTING | 40.00 | $0 | $261,255 | $16,060 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $261,255 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,060 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $585,635 | FundraisingAmt |
| All Other Contributions | $2,781,778 | AllOtherContributionsAmt |
| Noncash Contributions | $667,496 | NoncashContributionsAmt |
| Total Contributions | $3,367,413 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,798 | TotalRevenueColumnAmt |
| Exclusion | $362,798 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,163,220 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,160,610 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,610 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,610 | TotalRevenueColumnAmt |
| Exclusion | $2,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $150,619 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $585,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $399,547 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$248,928 | TotalRevenueColumnAmt |
| Exclusion | -$248,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $9,300 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,300 | TotalRevenueColumnAmt |
| Exclusion | $9,300 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $186,811 | TotalRevenueColumnAmt |
| Exclusion | $186,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $186,811 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,680,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $312,591 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261,280 | TotalAmt |
| Program Services | $4,261,280 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,363 | TotalAmt |
| Management And General | $23,363 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,500 | TotalAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,791 | TotalAmt |
| Management And General | $57,791 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12 | TotalAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,980 | TotalAmt |
| Management And General | $7,980 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BAD DEBT EXPENSE | $2,000,000 | $2,000,000 |
| ALUMNI & STUDENT EXPENS | $51,238 | $51,238 |
| FACILITIES & EQUIPMENT | $10,879 | $10,879 |
| BANK CHARGES | $8,674 | $8,674 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,764 | TotalAmt |
| Management And General | $6,764 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,465,731 | TotalAmt |
| Program Services | $4,261,280 | ProgramServicesAmt |
| Management And General | $2,204,451 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,137 | BOYAmt |
| EOY | $899,646 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $540,985 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,001,198 | BOYAmt |
| EOY | $3,041,512 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,299 | BOYAmt |
| EOY | $39,299 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,752,266 | BOYAmt |
| EOY | $83,415,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,202,900 | BOYAmt |
| EOY | $87,936,505 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,458,743 | BOYAmt |
| EOY | $61,106,304 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,458,743 | BOYAmt |
| EOY | $61,106,304 | 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 | $2,953,668 | BOYAmt |
| EOY | $3,303,815 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,790,489 | BOYAmt |
| EOY | $23,526,386 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,744,157 | BOYAmt |
| EOY | $26,830,201 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,202,900 | BOYAmt |
| EOY | $87,936,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,785,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,871,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,292,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,668,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,040,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,784,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,367,413 | CurrentTaxYearAmt |
| Total | $32,152,592 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,292,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,668,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,040,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,784,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,367,413 | CurrentTaxYearAmt |
| Total | $32,152,592 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,947,846 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,204,746 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $258,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $269,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $316,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $362,798 | CurrentTaxYearAmt |
| Total | $1,463,533 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $186,811 | CurrentTaxYearAmt |
| Total | $186,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,802,936 | TotalSupportAmt |
| Public Support CY170 | 0.71610 | PublicSupportCY170Pct |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $61,106,304 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,106,304 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,913,822 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,871,771 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,871,771 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,042,051 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,500 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$399,547 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$362,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,680,004 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,827,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $399,547 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $399,547 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,428,231 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,500 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,500 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,465,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE FOUNDATION'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -399,547. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 399,547. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEGENDS GALA | Event1Nm |
| Gross Receipts Event1 | $736,254 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $585,635 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $150,619 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $132,723 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,976 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $219,645 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $21,203 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $736,254 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $585,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $150,619 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $132,723 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,976 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $219,645 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,203 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $399,547 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$248,928 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER | |||||||
| 3500 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | 710986983 | 501(C)(3) | $4,173,430 | MEDICAL RESEARCH AND EDUCATION |
| UNITED WAY OF TARRANT COUNTY | |||||||
| 1500 NORTH MAIN STREET SUITE 200 | FORT WORTH | TX | 76164 | 750858360 | 501(C)(3) | $50,000 | EMERGENCY RELIEF FUND |
| COWTOWN MARATHON INC | |||||||
| 2617 WHITMORE | FORT WORTH | TX | 76107 | 752198418 | 501(C)(3) | $5,000 | 2020 COWTON MARATHON PRESENTING SPONSORHIP |
| TARRANT SPECIAL EVENTS FOUNDATION | |||||||
| 100 E WEATHERFORD STE 404 | FORT WORTH | TX | 761960206 | 472565482 | 501(C)(3) | $5,000 | 2020 SENIOR SYNERGY EXPO |
| FORT WORTH BUSINESS PRESS | |||||||
| PO BOX 65 | FORT WORTH | TX | 76101 | $5,000 | HEALTHCARE HEROES 2019 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $5,000 | GO RED FOR WOMEN LUNCHEON |
| BOTANICAL RESEARCH INSTITUTE OF TEXAS | |||||||
| 1700 UNIVERSITY DRIVE | FORT WORTH | TX | 761073400 | 752198196 | 501(C)(3) | $5,000 | ENVIRONMENTALIST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION KEEPS RECORDS OF GRANT RELATED ASSISTANCE THROUGH THE USE OF QUICKBOOKS, MONTHLY TRANSFER REQUESTS, AND WELLS FARGO INVESTMENT ALLOCATION SPREADSHEETS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS WHITE | PersonNm |
| Title | EXECUTIVE DIRECTOR NON VOTING | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $261,255 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $16,060 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $277,315 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $589,368 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEALS | 11 | $54,867 | FMV |
| Yes (X) | EVENT ITEMS | 16 | $21,294 | FMV |
| Yes (X) | TICKETS | 5 | $1,042 | FMV |
| Yes (X) | GIFT CARDS | 6 | $925 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | THIS RETURN IS BEING AMENDED TO INCLUDE ADDITIONAL DETAIL THAT WAS NOT AVAILABLE AT THE TIME OF THE ORIGINAL FILING. SPECIFICALLY, THE FOLLOWING ITEMS HAVE CHANGED FROM THE ORIGINAL FILING: -PAGE 1, ITEM F: UPDATED NAME OF PRINCIPAL OFFICER -PART I, LINE 8: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS CHANGE -PART I, LINE 11: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS, CONTRIBUTIONS, AND EXPENSES CHANGES -PART I, LINE 13: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED ON PART IX, LINE 24 -PART I, LINE 17: ADJUSTED FOR FUNDRAISING EVENTS EXPENSE CHANGE AND DONATION EXPENSE MOVED TO PART IX, LINE 1 -PART III, LINE 4A & 4E: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED AS MANAGEMENT & GENERAL -PART IV, LINE 2: ADJUSTED TO INDICATE SCHEDULE B IS REQUIRED -PART IV, LINE 29: ADJUSTED TO INDICATE SCHEDULE M IS REQUIRED -PART VI, SECTION C, LINE 20: UPDATED INFORMATION RELATED TO PERSON WHO POSESSES THE ORGANIZATION'S BOOKS AND RECORDS -PART VIII, LINE 1C: ADJUSTED FOR CONTRIBUTIONS RECEIVED FROM FUNDRAISING EVENTS -PART VIII, LINE 1F: ADJUSTED FOR FUNDRAISING EVENTS GROSS RECEIPTS CHANGE -PART VIII, LINE 1G: ADJUSTED FOR NONCASH CONTRIBUTIONS RECEIVED -PART VIII, LINE 8: ADJUSTED FOR MORE DETAILED FUNDRAISING EVENTS INFORMATION -PART VIII, LINE 9A: ADJUSTED FOR GROSS RECEIPTS FROM RAFFLE HELD DURING THE FUNDRAISING EVENT -PART IX, LINE 1: ADJUSTED FOR DONATION EXPENSE PREVIOUSLY REPORTED ON PART IX, LINE 24 -PART IX, LINE 24: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE A, PART II, SECTION A, LINE 1: ADJUSTED FOR REVNUE CHANGES MENTIONED ABOVE -SCHEDULE A, PART II, SECTION A, LINE 5: ADJUSTED TO INCLUDE EXCESS CONTRIBUTORS -SCHEDULE B: ADDED TO REPORT DONORS GIVING OVER 2% OF TOTAL CONTRIBUTIONS -SCHEDULE D, PART XI, LINE 4B: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE D, PART XII, LINE 2D: ADJUSTED FOR FUNDRAISING EXPENSE CHANGE -SCHEDULE G, PART II: ADJUSTED FOR MORE DETAILED FUNDRAISING EVENTS INFORMATION -SCHEDULE I, PART II: ADJUSTED TO INCLUDE ADDITIONAL ORGANIZATIONS WHO RECEIVED ASSISTANCE -SCHEDULE M: ADDED TO REPORT NONCASH CONTRIBUTIONS RECEIVED |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE IT IS FILED. THE EXECUTIVE COMMITTEE PRESENTS THE FINAL RETURN TO THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE COMPLIANCE WITH THAT POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS INFORMATION IS MADE AVAILABLE TO REQUESTERS UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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