2022-11-15T15:59:32-06:00 2021-12-31 050568611 SALMON SIMS THOMAS & ASSOCIATES PLLC 12720 HILLCREST ROAD SUITE 500 DALLAS TX 752302039 990 2021-01-01 461367917 HALFTIME INSTITUTE HALF 8552634253 1431 GREENWAY DRIVE NO 230 230 IRVING TX 75038 JIM STOLLBERG CO-EXECUTIVE DIRECTOR 8552634253 2022-11-15 1 JIM STOLLBERG 999009999 WILLIAM H SIMS P00004539 9723921143 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DEAN NIEWOLNY 1431 GREENWAY DRIVE NO 230 230 IRVING TX 75038 1969897 0 X HALFTIMEINSTITUTE.ORG X 2012 TX TEACH, COACH, AND CONNECT MARKETPLACE LEADERS TO DISCOVER GOD'S CALLING ON THEIR LIVES 11 10 12 9 0 0 1761091 1147537 380895 720760 317 98498 5929 3102 2148232 1969897 0 0 0 0 900373 1021843 0 0 176692 821820 1006488 1722193 2028331 426039 -58434 916394 1087159 317576 496773 598818 590386 TEACH, COACH, AND CONNECT MARKETPLACE LEADERS TO DISCOVER GOD'S CALLING ON THEIR LIVES AND ENGAGE IN THE ISSUES JESUS CARES ABOVE. 0 0 1078600 578253 FELLOWS COHORTS: GROUPS OF CHRISTIAN MEN AND WOMEN WHO ARE SUCCESSFUL MARKETPLACE LEADERS AT AN IMPASSE IN THEIR LIFE JOURNEY. PLACED IN A COHORT OF PEERS, THESE LEADERS EXPERIENCE FOUR FACILITATED MEETINGS WITH A PROVEN PROGRAM THAT GUIDES THEM TO A LIFE-PLAN FOR THE NEXT CHAPTER OF LIFE. IN ADDITION TO THESE IN-PERSON GATHERINGS, EACH PARTICIPANT RECEIVES 12 SESSIONS OF COACHING FROM A HAFLTIME CERTIFIED COACH. UPON COMPLETION OF THE PROGRAM, THESE LEADERS HAVE A LIFE-PLAN AND ACCESS TO A WORLD-WIDE NETWORK OF ALUMNI OF HALFTIME INSTITUTE. 471838 140727 COACHING - HALFTIME COACHES SERVES CHRISTIAN MEN AND WOMEN WHO ARE SUCCESSFUL MARKETPLACE LEADERS AT AN IMPASSE IN THEIR LIFE JOURNEY. HALFTIME CERTIFIED COACHES PROVIDE PERSONALIZED, EXECUTIVE-STYLE TRANSITION COACHING TO GUIDE THESE PEOPLE IN DEVELOPING A PLAN AVOIDING COMMON PITFALLS IN THE SECOND-HALF LIFE JOURNEY. FOLLOWING A CURRICULUM CULLED FROM 20+ YEARS OF EQUIPPING LEADERS TO DISCERN AND ENGAGE IN A MEANINGFUL MANNER, PARTICIPANTS GO DEEPER SPIRITUALLY AND RELATIONALLY, WITH MORE MARGIN FOR GOD, THEIR SPOUSE, AND FAMILY. 83452 1780 OTHER - DREAM TOGETHER IS A TRANSFORMATION EXPERIENCE THAT INCLUDES THE SPOUSE AND FAMILY OF THE PERSON EXPERIENCING CONFUSION FOR THEIR JOURNEY. THIS PROGRAM LEAVES THE ENTIRE FAMILY WITH A PLAN TO LIVE THEIR LEGACY BY MAKING A LASTING IMPACT IN SOME AREA OF SERVICE THAT APPEALS TO THE ALL OF THEM. IN ADDITION TO PROGRAM GATHERINGS, HALFTIME OFFERS BOOKS, PODCASTS, WEBINARS AND A NEWSLETTER THAT DESCCRIBE THE JOURNEY AND OFFER HELP TO THOSE STUGGLING WITH THEIR SECOND-HALF PURPOSE IN LIFE. 1633890 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X DEAN NIEWOLNY 8552634253 1431 GREENWAY DRIVE NO 230 IRVING TX 75038 DALE DAWSON TRUSTEE 1.00 X 0 0 0 CECILIA FILETI TRUSTEE 1.00 X 0 0 0 JAY GARDNER TRUSTEE 1.00 X 0 0 0 PAUL KEUHNER TRUSTEE 1.00 X 0 0 0 ROBERT ALPERT SECRETARY/TREASURER/TRUSTE 1.00 X X 0 0 0 MICAH LACHER TRUSTEE 1.00 X 0 0 0 TIM PATTON TRUSTEE 1.00 X 0 0 0 JOHN SIKKEMA TRUSTEE 1.00 X 0 0 0 PHIL SPENCER TRUSTEE 1.00 X 0 0 0 CHRIS TRAVELSTEAD TRUSTEE 1.00 X 0 0 0 DEAN NIEWOLNY PRESIDENT/CHAIRMAN OF THE 40.00 X X 225230 0 27380 ROBERT KARCHER CHIEF OPERATING OFFICER 40.00 X 107887 0 2219 333117 0 29599 2 0 1 0 0 292772 854765 1147537 FELLOWS COHORTS 611430 578253 578253 COACHING 611430 140727 140727 COMMUNICATIONS 611430 1780 1780 720760 2143 2143 96355 0 96355 96355 96355 1370 0 1370 1370 MISCELLANEOUS INCOME 900099 1732 1732 1732 1969897 720760 0 101600 362716 288790 25119 48807 552689 440044 38275 74370 4333 3450 300 583 38766 30865 2685 5216 63339 50430 4386 8523 15512 8997 5476 1039 82436 47812 29102 5522 157341 96630 48493 12218 229485 229485 157812 112246 33444 12122 50680 41074 8315 1291 128504 121329 7175 57290 52405 4885 74616 74616 37045 33341 1852 1852 15767 2376 13127 264 2028331 1633890 217749 176692 400 132735 254964 626954 583000 57875 4311 203378 35839 314444 309491 38294 4953 20000 10000 15425 15425 916394 1087159 114092 24648 203484 472125 317576 496773 X 15818 590386 583000 0 598818 590386 916394 1087159 -58434 50002 0 X X 0 1 X 1 0 X 1775909 1965558 1085493 1761091 1147537 7735588 1132465 538369 610770 381544 722130 3385278 2908374 2503927 1696263 2142635 1869667 11120866 635745 1037000 545412 2218157 31714 5737 37451 667459 1042737 545412 2255608 8865258 11478 20278 13002 3207 2143 50108 11478 20278 13002 3207 2143 50108 3140 5512 1076 2390 1732 13850 2922992 2529717 1710341 2148232 1873542 11184824 0.79260 0.75610 0.00450 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33969 33969 0 268215 264881 3334 12260 10641 1619 4953 X 1969897 0 1969897 0 1969897 2028331 0 2028331 0 2028331 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATION ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. X X 0 0 X X X X 0 0 0 0 0 0 0 0 0 DEAN NIEWOLNY PRESIDENT/CHAIRMAN OF THE 225230 0 0 0 0 0 7062 0 20318 0 252610 0 0 0 PART I, LINE 1A WHEN THE PROGRAM INVOLVED IS OFFERED FOR COUPLES, CLIENTS BRING THEIR SPOUSES AND THE STAFF MEMBERS HOSTING THE PROGRAM BRING THEIR SPOUSES AS WELL. STAFF MEMBERS' SPOUSES IN ATTENDANCE SHARE IN THE PRESENTATION OF THE PROGRAM CONTENT AND COACH THE CLIENT'S SPOUSES. THIS IS REQUIRED FOR A SUCCESSFUL PROGRAM AND IS CONSIDERED A LEGITIMATE BUSINESS EXPENSE. THE ORGANIZATION MAINTAINS A WELLNESS PROGRAM THAT WILL PAY UP TO $30 PER MONTH FOR ACTIVE PARTICIPATION (8 TIMES PER MONTH) IN A HEALTH CLUB OR ACTIVE PARTICIPATION IN AN ORGANIZED WEIGHT LOSS PROGRAM. THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES. PART I, LINE 1B TRAVEL FOR COMPANIONS ONLY OCCURS WHEN AN EMPLOYEE OF HALFTIME IS PARTICIPATING IN A PROGRAM FOR COUPLES, FOR WHICH SPOUSE TRAVEL IS NECESSARY FOR A SUCCESSFUL PROGRAM. TRAVEL EXPENSES ARE SUBMITTED ON AN EXPENSE REPORT ALONG WITH OTHER BUSINESS EXPENSES. PART I, LINE 3 THERE IS A COMPENSATION COMMITTEE MADE UP OF BOARD MEMBERS. THEY REVIEW THE COMPENSATION OF THE CEO ANNUALLY AND MAKE CHANGES AS THEY DEEM APPROPRIATE. THEY ALSO SET GOALS FOR THE CEO AND COMMUNICATE WITH HIM THEIR EVALUATION OF HIS SUCCESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE TREASURER, AND THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PERFORMS AN ANNUAL REVIEW CONDUCTED DURING A MEETING OF THE MEMBERS OF THE BOARD. SHOULD ANY CONFLICT OF INTEREST PRESENT ITSELF, THE INTERESTED PARTY WOULD EXCUSE THEMSELVES FROM THE DECISION MAKING PROCESS. THE POLICY IS MONITORED REGULARLY AND CONSISTENTLY BY THE CHAIRMAN OF THE BOARD OF DIRECTORS OR OTHER BOARD MEMBERS, AS APPROPIATE. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, TOP MANAGEMENT OFFICIALS, CORPORATE OFFICERS, AND KEY EMPLOYEES. COMPARATIVE SALARY SURVEYS ARE USED IN DETERMINING APPROPRIATE SALARY AND BENEFITS FOR EACH POSITION. THIS PROCESS IS CARRIED OUT WHEN AN INDIVIDUAL IS HIRED AND WHEN RAISES ARE GIVEN. ALL COMPENSATION DECISION AND DELIBERATIONS ARE RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. AUDITED FINANCIAL STATEMENTS THE AUDIT IS CURRENTLY IN PROGRESS. SHOULD THERE BE ANY SIGNIFICANT CHANGES, FORM 990 WILL BE AMENDED TO REFLECT THOSE CHANGES.