POLISH HERITAGE CENTER FOUNDATION AT PANNA MARIA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POLISH HERITAGE CENTER FOUNDATION AT PANNA MARIA (EIN 46-0561240)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349308916
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:29:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 WEST STE 350 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460561240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLISH HERITAGE CENTER AT PANNA MARIA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLI | BusinessNameControlTxt |
| Phone | 7203396430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25 | AddressLine1Txt |
| City | PANNA MARIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELICA DOCOG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7203396430 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELICA | PersonFirstNm |
| Person Last | DOCOG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SIEMER | PreparerPersonNm |
| PTIN | P01263648 | PTIN |
| Phone | 2102987900 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELICA DOCOG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13909 N FM 81 | AddressLine1Txt |
| City | PANNA MARIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,037,298 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://POLISHHERITAGECENTERTX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | CONSERVE, PRESERVE AND PROMOTE THE HERITAGE OF PANNA MARIA AND EDUCATE DESCENDANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,333,214 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,033,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $835 | PYInvestmentIncomeAmt |
| CY Investment Income | $836 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,372 | CYOtherRevenueAmt |
| PY Total Revenue | $3,334,049 | PYTotalRevenueAmt |
| CY Total Revenue | $2,036,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $223,783 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $14,310 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,686 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $156,385 | PYOtherExpensesAmt |
| CY Other Expenses | $454,392 | CYOtherExpensesAmt |
| PY Total Expenses | $247,847 | PYTotalExpensesAmt |
| CY Total Expenses | $678,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,086,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,358,351 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,731,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,789,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,405,263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,105,233 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,326,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,684,585 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RETAIN FOR POSTERITY, AND KEEP VIBRANT AND RELEVANT, THE HISTORY, VALUES, BELIEFS, CUSTOMS AND TRADITIONS OF THE POLISH SETTLERS AND THEIR DESCENDANTS AT THIS FIRST AND OLDEST PERMANENT POLISH SETTLEMENT IN AMERICA, AND TO INSPIRE, ENGAGE, AND EDUCATE VISITORS AND DESCENDANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $383,950 | ExpenseAmt |
| Desc | TO PRESERVE, TO CONSERVE, AND TO PROMOTE THE HERITAGE SETTLERS OF PANNA MARIA AND TEXAS THROUGH EXHIBITS AND GUIDED TOURS OF THE HISTORY OF THE SETTLERS IN A FACILITY DEDICATED TO PRESERVING THE HISTORY. THE FACILITY OPENED IN JULY 2021 AND HAD 1,229 VISITORS IN 2021. | Desc |
| Total Program Service Expenses | $383,950 | 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 | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | 0 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 0 | NondeductibleContributionsInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | ANGELICA DOCOG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7203396430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13909 N FM 81 | AddressLine1Txt |
| City | PANNA MARIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BISHOP EMERITUS JOHN W YANTA | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALOYS NOTZON | ||||||
| VICE CHAIR | 35.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE JAMES YANTA | ||||||
| VICE PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDY PAWELEK | ||||||
| ASSISTANT VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTY KOWALIK | ||||||
| TREASURER | 45.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM KOTARA | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN W CEBROWSKI | ||||||
| DIR OF DEVELOP | 6.00 | Yes (X) | $0 | $0 | $0 | |
| FATHER WIESLAW IWANIEC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAMBERT TITZMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA KRAWIETZ DYLLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JIM MAZURKIEWICZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MOCZYGEMBA MCKINSEY | ||||||
| DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELICA DOCOG | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $70,000 | $0 | $13,311 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $70,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,311 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER-MARTIN CONSTRUCTION INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 ENTERPRISE DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SITE WORK | ServicesDesc |
| Compensation | $172,232 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,033,318 | AllOtherContributionsAmt |
| Total Contributions | $2,033,318 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836 | TotalRevenueColumnAmt |
| Exclusion | $836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,144 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $772 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,372 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,036,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,372 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $836 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,311 | TotalAmt |
| Management And General | $83,311 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,587 | TotalAmt |
| Program Services | $89,827 | ProgramServicesAmt |
| Fundraising | $29,760 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,381 | TotalAmt |
| Program Services | $788 | ProgramServicesAmt |
| Management And General | $5,593 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,504 | TotalAmt |
| Program Services | $6,872 | ProgramServicesAmt |
| Management And General | $5,355 | ManagementAndGeneralAmt |
| Fundraising | $2,277 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,288 | TotalAmt |
| Management And General | $12,288 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,200 | TotalAmt |
| Management And General | $22,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,625 | TotalAmt |
| Program Services | $22,625 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,439 | TotalAmt |
| Program Services | $30,734 | ProgramServicesAmt |
| Management And General | $21,426 | ManagementAndGeneralAmt |
| Fundraising | $64,279 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,159 | TotalAmt |
| Management And General | $7,789 | ManagementAndGeneralAmt |
| Fundraising | $23,370 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,204 | TotalAmt |
| Program Services | $40,204 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573 | TotalAmt |
| Management And General | $1,573 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,101 | TotalAmt |
| Program Services | $21,101 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,824 | TotalAmt |
| Program Services | $156,824 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,950 | TotalAmt |
| Program Services | $14,975 | ProgramServicesAmt |
| Management And General | $14,975 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $29 | TotalAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,175 | TotalAmt |
| Program Services | $383,950 | ProgramServicesAmt |
| Management And General | $174,539 | ManagementAndGeneralAmt |
| Fundraising | $119,686 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,697 | BOYAmt |
| EOY | $1,557,941 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,424 | BOYAmt |
| EOY | $838,059 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,723 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,545,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $164,036 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,145 | BOYAmt |
| EOY | $12,381,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,643,508 | BOYAmt |
| EOY | $9,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,731,497 | BOYAmt |
| EOY | $14,789,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,763 | BOYAmt |
| EOY | $5,861 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,150 | BOYAmt |
| EOY | $365,150 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,944 | BOYAmt |
| EOY | $1,659,222 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,406 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,405,263 | BOYAmt |
| EOY | $2,105,233 | 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 | $11,326,234 | BOYAmt |
| EOY | $12,684,585 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,326,234 | BOYAmt |
| EOY | $12,684,585 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,731,497 | BOYAmt |
| EOY | $14,789,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,358,351 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus4 Years | $992,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,468,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,119,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,333,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,036,432 | CurrentTaxYearAmt |
| Total | $10,950,898 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,468,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,119,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,333,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,036,432 | CurrentTaxYearAmt |
| Total | $10,950,898 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,659,013 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,291,885 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836 | CurrentTaxYearAmt |
| Total | $2,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,953,731 | TotalSupportAmt |
| Public Support CY170 | 0.66570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64240 | PublicSupportPY170Pct |
| 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $452,031 | OtherCostOrOtherBasisAmt |
| Book Value | $452,031 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,004,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,708 | DepreciationAmt |
| Book Value | $11,850,472 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,002 | DepreciationAmt |
| Book Value | $79,001 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,326 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,381,504 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINAGE PAYABLE | Desc |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $75,000 | TotalLiabilityAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM KOTARA | PersonNm |
| Relationship With Org | DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | BUILDING CONSTRUCTION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $365,150 | OriginalPrincipalAmt |
| Balance Due | $365,150 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $365,150 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LINE 2 EXPLANATION - BISHOP JOHN W. YANTA AND JOE YANTA HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. THE NUMBER OF MEMBERS SHALL BE FIVE. THE NUMBER MAY BE INCREASED BY A MAJORITY VOTE OF THE MEMBERS. ONCE INCREASED, SUCH NUMBER MAY BE DECREASED, BUT NOT BELOW FIVE, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE MEMBERS SHALL HAVE THE DUTY TO SEE THAT THE PURPOSES OF THE CORPORATION, AS STATED IN ITS CERTIFICATE OF FORMATION, ARE FULFILLED AND THAT ALL ACTIVITIES OF THE CORPORATION ARE CONSISTENT WITH THOSE PURPOSES AND CONSISTENT WITH MAINTAINING THE CORPORATION'S EXEMPT ORGANIZATION STATUS. THE MEMBERS SHALL HAVE THE AUTHORITY, POWER AND DUTY TO OVERTURN ANY ACTION OF THE BOARD OF DIRECTORS OF THE CORPORATION OR ANY COMMITTEE OF THE BOARD OR ANY OFFICER, EMPLOYEE OR AGENT OF THE CORPORATION THAT THE MEMBERS DEEM INCONSISTENT WITH THE PURPOSES OF THE CORPORATION OR THE CORPORATION'S EXEMPT ORGANIZATION STATUS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. THE NUMBER OF MEMBERS SHALL BE FIVE. THE NUMBER MAY BE INCREASED BY A MAJORITY VOTE OF THE MEMBERS. ONCE INCREASED, SUCH NUMBER MAY BE DECREASED, BUT NOT BELOW FIVE, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE HAS BEEN GRANTED THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON THE INFORAMTION PROVIDED BY MANAGEMENT. ONCE THE RETURN IS PREPARED, A DRAFT IS PROVIDED TO THE ORGANZATION'S MANAGEMENT FOR REVIEW AND ANY CHANGES ARE INCORPORATED IN THE DOCUMENT. ONCE THE CHANGES ARE COMPLETE, A FINAL DRAFT OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; AND B) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | RESEARCH WAS CONDUCTED ONLINE AND IN PERSON TO COLLECT DATA TO BE USED IN THE DEVELOPMENT OF JOB DESCRIPTIONS AND COMPENSATION PACKAGES FOR ALL PHC POSITIONS INCLUDING: EXECUTIVE DIRECTOR, DIRECTOR OF OPERATIONS, LIBRARIAN/ARCHIVIST AND EDUCATION/OUTREACH DIRECTOR. SOURCES OF INFORMATION INCLUDE BUT ARE NOT LIMITED TO: AMERICAN ALLIANCE OF MUSEUMS, THE UNIVERSITY OF TEXAS, TEXAS A&M UNIVERSITY, MUSEUMS WHO WERE ADVERTISING SIMILAR POSITION OPENINGS, AND WEBSITES SUCH AS SALARIES.COM. THE PACKAGES WERE DEVELOPED BY COMPARING POSITIONS NATIONALLY AND IN THE SAN ANTONIO AREA WITH THOSE OF SIMILAR RESPONSIBILITY AND SKILL LEVEL NEEDED TO PERFORM EACH POSITION'S DUTIES. UPON COMPLETION OF THE RESEARCH, A SALARY SCHEDULE WAS COMPILED UTILIZING A STARTING MINIMUM, A MIDPOINT, AND A MAXIMUM SALARY FOR EACH POSITION. IN ADDITION, THE COMPENSATION PACKAGE INCLUDES HEALTH, DENTAL AN VISION INSURANCE FOR EACH EMPLOYEE. THE COMPENSATION WAS DISCUSSED AND APPROVED BY THE BOARD BOTH BEFORE HIRING AND IN THE ADOPTED BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVIALABLE TO THE PUBLIC UPON REQUEST. |
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