REFUGIO ISD EDUCATION FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REFUGIO ISD EDUCATION FOUNDATION (EIN 84-2657741)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-07
- IRS object ID
- 202240389349200344
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-07T15:47:43-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460946856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE L OZMENT CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3402 JOHN STOCKBAUER DR | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842657741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REFU | BusinessNameControlTxt |
| Phone | 3615506447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
| Person Title | VP FINANCE & GOVERN. | PersonTitleTxt |
| Phone | 3615506447 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARREN | PersonFirstNm |
| Person Last | DRAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L OZMENT | PreparerPersonNm |
| PTIN | P01506683 | PTIN |
| Phone | 3615787333 | PhoneNum |
| Preparation | 2022-02-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.REFUGIOEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $113,814 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50,097 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,865 | ProgramServiceRevenueAmt |
| Investment Income | $76 | InvestmentIncomeAmt |
| Gaming Gross Income | $44,776 | GamingGrossIncomeAmt |
| Special Events Direct Expenses | $36,322 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $8,454 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $77,492 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,200 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $495 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $49,405 | OtherExpensesTotalAmt |
| Total Expenses | $52,100 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,392 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $72,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,533 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,141 | BOYAmt |
| EOY | $97,533 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,141 | BOYAmt |
| EOY | $97,533 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,141 | BOYAmt |
| EOY | $97,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | INCREASED PRIVATE SUPPORT AND PROVIDED 16 TEACHERS IN THE DISTRICT WITH GRANTS IN ORDER TO ENHANCE STUDENT ACHIEVEMENT, RECOGNIZE EXEMPLARY STAFF INVOLVEMENT, AND FOSTER COMMUNITY SUPPORT AND INVOLVEMENT. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $48,480 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,480 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DARREN DRAKE | ||
| VP FINANCE & | 000.00 | $0 |
| ROZ KECK | ||
| PRESIDENT | 000.00 | $0 |
| RONNIE WALKER | ||
| VP OF DEVELO | 000.00 | $0 |
| KELLEY WALKER | ||
| VP OF MARKET | 000.00 | $0 |
| SHANNON HENDLEY | ||
| VP OF PROGRA | 000.00 | $0 |
| SUSAN COX | ||
| SECRETARY | 000.00 | $0 |
| WILLIE GIPSON | ||
| BOARD MEMBER | 000.00 | $0 |
| JOYCE MCGUILL-DIERSCHKE | ||
| BOARD MEMBER | 000.00 | $0 |
| CHRIS RAINEY | ||
| BOARD MEMBER | 000.00 | $0 |
| DOREY WILLIAMS | ||
| BOARD MEMBER | 000.00 | $0 |
| MARK RICHARDSON | ||
| BOARD MEMBER | 000.00 | $0 |
| ANTIONWYNETTE SMITH | ||
| BOARD MEMBER | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615506447 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $54,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,097 | CurrentTaxYearAmt |
| Total | $104,202 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $54,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,097 | CurrentTaxYearAmt |
| Total | $104,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $104,202 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18,129 | CurrentTaxYearAmt |
| Total | $18,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,331 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,020 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85180 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PETE HUGHES MEM | Event1Nm |
| Gross Receipts Event1 | $31,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,500 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $10,675 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $31,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,500 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $10,675 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,675 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,675 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $44,776 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $11,750 | CashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $625 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $13,272 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $44,776 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $11,750 | CashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $625 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $13,272 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $25,647 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $19,129 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Individual With Books | DARREN DRAKE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | BOBCAT TRIBUTE PLAZA COST OF GOODS SOLD 13,831 TEACHER APPRECIATE WEEK OFFICE 3,097 EXPENSES ADVERTISING AND PROMOTION 46 OFFICE 237 INSURANCE 642 GRANT DISBURSEMENT 29,951 PETE HUGHES MEMORIAL ACCT 1,601 TOTAL 49,405 |
| FORM 990-EZ, PART III | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (12 entries)
| DARREN DRAKE |
| ROZ KECK |
| RONNIE WALKER |
| KELLEY WALKER |
| SHANNON HENDLEY |
| SUSAN COX |
| WILLIE GIPSON |
| JOYCE MCGUILLDIERSCHKE |
| CHRIS RAINEY |
| DOREY WILLIAMS |
| MARK RICHARDSON |
| ANTIONWYNETTE SMITH |
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