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LUPUS FOUNDATION OF AMERICA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LUPUS FOUNDATION OF AMERICA (EIN 75-1561127)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-07-21
IRS object ID
202232029349300818
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2022-07-21T14:06:00-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN412024514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMMERVILLE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13030 MATLOCK RD STE 201AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760152936ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN751561127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUPUS FOUNDATION OF AMERICABusinessNameLine1Txt
Business Name Line2LONE STAR CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLUPUBusinessNameControlTxt
Phone4693740590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114675 MIDWAY ROAD SUITE 201AddressLine1Txt
CityADDISONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH ROTHPersonNm
Person TitleCEOPersonTitleTxt
Phone4693740590PhoneNum
Signature2022-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastROTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELAINE L SOMMERVILLE CPAPreparerPersonNm
PTINP00204458PTIN
Phone8177955046PhoneNum
Preparation2022-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH ROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114675 MIDWAY RD STE 201AddressLine1Txt
CityADDISONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$290,233GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUPUSLONESTAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$187,956PYContributionsGrantsAmt
CY Contributions Grants$273,458CYContributionsGrantsAmt
CY Program Service Revenue$875CYProgramServiceRevenueAmt
PY Investment Income-$2,688PYInvestmentIncomeAmt
CY Investment Income$41CYInvestmentIncomeAmt
CY Other Revenue$8,593CYOtherRevenueAmt
PY Total Revenue$185,268PYTotalRevenueAmt
CY Total Revenue$282,967CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$206,375PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,203CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$73,478CYTotalFundraisingExpenseAmt
PY Other Expenses$101,116PYOtherExpensesAmt
CY Other Expenses$81,938CYOtherExpensesAmt
PY Total Expenses$307,491PYTotalExpensesAmt
CY Total Expenses$288,141CYTotalExpensesAmt
PY Revenues Less Expenses-$122,223PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,174CYRevenuesLessExpensesAmt
Total Assets BOY$199,416TotalAssetsBOYAmt
Total Assets EOY$250,078TotalAssetsEOYAmt
Total Liabilities BOY$104,316TotalLiabilitiesBOYAmt
Total Liabilities EOY$140,002TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$95,100NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,076NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$187,174ExpenseAmt
Revenue$875RevenueAmt
DescTHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2020-2021 YEAR, THE ORGANIZATION: RESPONDED TO 1,800 INQUIRIES AND SENT 500 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,200 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,285 FOLLOWERS, TWITTER HAD OVER 1,600 FOLLOWERS, AND INSTAGRAM HAD OVER 750 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,400 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION.Desc
Total Program Service Expenses$187,174TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLIZ ROTHPersonNm
Phone4693740590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114675 MIDWAY ROAD SUITE 201AddressLine1Txt
CityADDISONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TESSIE HOLLOWAY
CEO40.00Yes (X)$87,360$0$0
HOLLY MOTTERAM
PRESIDENT/CE40.00Yes (X)$21,327$0$1,254
DIANA DEFRIES
DIRECTOR/SEC5.00Yes (X)$0$0$0Yes (X)
ASHTON DOUGHERTY
DIRECTOR/TRE5.00Yes (X)$0$0$0Yes (X)
DOLORES ENGLISH
DIRECTOR2.00$0$0$0Yes (X)
KRISTY MONTERO
DIRECTOR2.00$0$0$0Yes (X)
LEON BEAU PALMER
CHAIR/DIRECT15.00Yes (X)$0$0$0Yes (X)
MARCI PAYNE
DIRECTOR2.00$0$0$0Yes (X)
CARMETHIA SANDERS
DIRECTOR2.00$0$0$0Yes (X)
MAGGIE WORTHINGTON TARSINOS
DIRECTOR/VIC5.00Yes (X)$0$0$0Yes (X)
CAROLYN TESCHEMACHER
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$108,687TotalReportableCompFromOrgAmt
Total Other Compensation$1,254TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$44,133GovernmentGrantsAmt
All Other Contributions$229,325AllOtherContributionsAmt
Total Contributions$273,458TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRALLY INCOMEDesc
Business900099BusinessCd
Total Revenue Column$875TotalRevenueColumnAmt
Related Or Exempt Func Income$875RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$875TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77TotalRevenueColumnAmt
Exclusion$77ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,570SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,606SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$36SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$36TotalRevenueColumnAmt
Exclusion-$36ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,253FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,660FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,593TotalRevenueColumnAmt
Exclusion$8,593ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,967TotalRevenueColumnAmt
Related Or Exempt Func Income$875RelatedOrExemptFuncIncomeAmt
Exclusion$8,634ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$105,031TotalAmt
Program Services$68,270ProgramServicesAmt
Management And General$10,503ManagementAndGeneralAmt
Fundraising$26,258FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$69,205TotalAmt
Program Services$44,983ProgramServicesAmt
Management And General$6,921ManagementAndGeneralAmt
Fundraising$17,301FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,067TotalAmt
Program Services$13,693ProgramServicesAmt
Management And General$2,107ManagementAndGeneralAmt
Fundraising$5,267FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,900TotalAmt
Program Services$7,085ProgramServicesAmt
Management And General$1,090ManagementAndGeneralAmt
Fundraising$2,725FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,180TotalAmt
Program Services$6,617ProgramServicesAmt
Management And General$1,018ManagementAndGeneralAmt
Fundraising$2,545FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,306TotalAmt
Program Services$2,913ProgramServicesAmt
Management And General$448ManagementAndGeneralAmt
Fundraising$1,945FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$516TotalAmt
Program Services$335ProgramServicesAmt
Management And General$52ManagementAndGeneralAmt
Fundraising$129FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,923TotalAmt
Program Services$3,202ProgramServicesAmt
Management And General$506ManagementAndGeneralAmt
Fundraising$1,215FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,760TotalAmt
Program Services$5,044ProgramServicesAmt
Management And General$776ManagementAndGeneralAmt
Fundraising$1,940FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,103TotalAmt
Program Services$20,217ProgramServicesAmt
Management And General$3,110ManagementAndGeneralAmt
Fundraising$7,776FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$113TotalAmt
Program Services$74ProgramServicesAmt
Management And General$11ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$584TotalAmt
Program Services$380ProgramServicesAmt
Management And General$58ManagementAndGeneralAmt
Fundraising$146FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$89TotalAmt
Program Services$58ProgramServicesAmt
Management And General$9ManagementAndGeneralAmt
Fundraising$22FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$8,519TotalAmt
Program Services$8,519ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,346TotalAmt
Program Services$1,525ProgramServicesAmt
Management And General$235ManagementAndGeneralAmt
Fundraising$586FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,452TotalAmt
Program Services$4,194ProgramServicesAmt
Management And General$645ManagementAndGeneralAmt
Fundraising$1,613FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
WALK TO END LUPUS EXPENSE$3,982$3,982
RESEARCH GRANTS AND AWARD$65$65

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$288,141TotalAmt
Program Services$187,174ProgramServicesAmt
Management And General$27,489ManagementAndGeneralAmt
Fundraising$73,478FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,634BOYAmt
EOY$55,317EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$80BOYAmt
EOY$1,280EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,714BOYAmt
EOY$1,534EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,303BOYAmt
EOY$1,564EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$28,418LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,537LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,227BOYAmt
EOY$881EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$126,327BOYAmt
EOY$136,919EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,131BOYAmt
EOY$52,583EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$199,416BOYAmt
EOY$250,078EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,283BOYAmt
EOY$1,399EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$97,033BOYAmt
EOY$91,651EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$46,952EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,316BOYAmt
EOY$140,002EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,184BOYAmt
EOY$92,313EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,916BOYAmt
EOY$17,763EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$95,100BOYAmt
EOY$110,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$199,416BOYAmt
EOY$250,078EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$5,174ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,150NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$338,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$435,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$382,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,956CurrentTaxYearMinus1YearAmt
Current Tax Year$273,458CurrentTaxYearAmt
Total$1,618,274TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$338,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$435,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$382,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,956CurrentTaxYearMinus1YearAmt
Current Tax Year$273,458CurrentTaxYearAmt
Total$1,618,274TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,882SubstantialContributorsTotAmt
Public Support Total170$1,600,392PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,174CurrentTaxYearMinus4YearsAmt
Current Tax Year$77CurrentTaxYearAmt
Total$1,251TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$6,915CurrentTaxYearMinus3YearsAmt
Current Tax Year$7,593CurrentTaxYearAmt
Total$14,508TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,275CurrentTaxYearMinus4YearsAmt
Total$1,275TotalAmt
FieldValueIRS element (for citing)
Total Support$1,635,308TotalSupportAmt
Gross Receipts Rltd Activities$1,077GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97860PublicSupportCY170Pct
Public Support PY1700.98220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER REVENUE 1,275ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,418OtherCostOrOtherBasisAmt
Depreciation$27,537DepreciationAmt
Book Value$881BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$881TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE LEASED ASSETS$46,952
LIFE INSURANCE CASH SURRENDER VALUE$3,500
SECURITY DEPOSIT$1,669
OTHER ASSETS$462
FieldValueIRS element (for citing)
Total Book Value Other Assets$52,583TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRIGHT-OF-USE LEASED LIABILITIESDesc
Amt$46,952Amt
FieldValueIRS element (for citing)
Total Liability$46,952TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$304,777TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,150NetUnrealizedGainsInvstAmt
Revenue Not Reported$20,150RevenueNotReportedAmt
Revenue Subtotal$284,627RevenueSubtotalAmt
Other Revenues Not Included-$1,660OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,660RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$282,967TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$289,801TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,660OtherExpensesIncludedAmt
Expenses Not Reported$1,660ExpensesNotReportedAmt
Expenses Subtotal$288,141ExpensesSubtotalAmt
Total Expenses Per Form990$288,141TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XLFA IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020, LFA HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LFA 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. TAX RETURNS OF LFA ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FORM THE DATE THE RETURNS ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 4BSPECIAL EVENTS EXPENSES -1,660
SCHEDULE D, PAGE 4, PART XII, LINE 2DSPECIAL EVENTS EXPENSES 1,660

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4ATHE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2020-2021 YEAR, THE ORGANIZATION: RESPONDED TO 1,800 INQUIRIES AND SENT 500 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,200 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,285 FOLLOWERS, TWITTER HAD OVER 1,600 FOLLOWERS, AND INSTAGRAM HAD OVER 750 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,400 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION.
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE TREASURER, THE PAST CEO, AND THE BOARD PRESIDENT. THE FORM 990 IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY THREE INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 17NORTH CAROLINA, OHIO, OKLAHOMA, PENNSYLVANIA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, NEVADA
FORM 990, PAGE 6, PART VI, LINE 19THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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