RED OAK ISD EDUCATION FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RED OAK ISD EDUCATION FOUNDATION INC (EIN 05-0523972)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349322740
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)
Return2021-11-15T15:56:02-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461076835PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONNELL RICHARDSON CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215 W SECOND STAddressLine1Txt
CityWAXAHACHIECityNm
State AbbreviationTXStateAbbreviationCd
ZIP75165ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050523972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RED OAK ISD EDUCATION FOUNDATION INBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREDOBusinessNameControlTxt
Phone9726174320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 9000AddressLine1Txt
CityRED OAKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP751546520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN ANDERSONPersonNm
Person TitleEXEC. DIRECTORPersonTitleTxt
Phone9726174320PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastANDERSONPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIM RICHARDSON CPA CGMA CRISPreparerPersonNm
PTINP01071512PTIN
Phone9729232881PhoneNum
Preparation2021-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMONICA BALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 2513AddressLine1Txt
CityRED OAKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$260,310GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Activity Or MissionPROVIDE FUNDS FOR EDUCATIONAL INITIATIVESActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$49,297PYContributionsGrantsAmt
CY Contributions Grants$90,975CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$16,711PYInvestmentIncomeAmt
CY Investment Income$14,534CYInvestmentIncomeAmt
PY Other Revenue$113,852PYOtherRevenueAmt
CY Other Revenue$111,065CYOtherRevenueAmt
PY Total Revenue$179,860PYTotalRevenueAmt
CY Total Revenue$216,574CYTotalRevenueAmt
PY Grants And Similar Paid$68,557PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$76,188CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$50,792PYOtherExpensesAmt
CY Other Expenses$88,273CYOtherExpensesAmt
PY Total Expenses$119,349PYTotalExpensesAmt
CY Total Expenses$164,461CYTotalExpensesAmt
PY Revenues Less Expenses$60,511PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,113CYRevenuesLessExpensesAmt
Total Assets BOY$1,093,238TotalAssetsBOYAmt
Total Assets EOY$1,256,456TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,093,238NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,256,456NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE FUNDS FOR EDUCATIONAL INITIATIVESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$138,885ExpenseAmt
DescFUNDS CONTRIBUTED TO EDUCATION SCHOLARSHIP PROGRAMS.Desc
Total Program Service Expenses$138,885TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
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 RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
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 BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMONICA BALLPersonNm
Phone9726174320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 2513AddressLine1Txt
CityRED OAKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75154ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerInd
KAREN ANDERSON
EXEC. DIRECTYes (X)$0$0$0
MARCUS BALCH
DIRECTORYes (X)$0$0$0
MONICA BALL
TREASURERYes (X)$0$0$05.00Yes (X)
SEAN BYERS
DIRECTORYes (X)$0$0$0
MEGAN CARTER
DIRECTORYes (X)$0$0$0
TERRESSA CHANDLER
DIRECTORYes (X)$0$0$0
PAIGE DAVIS
ADMIN. COORDYes (X)$0$0$0
HEATHER FRANCIS
DIRECTORYes (X)$0$0$0
LORRI GIRARD
DIRECTORYes (X)$0$0$0
KENNETH GOVAN
DIRECTORYes (X)$0$0$0
CINDY HARVEY
DIRECTORYes (X)$0$0$0
JULIAN HOWARD
DIRECTORYes (X)$0$0$0
CHARMIN MCKEE
DIRECTORYes (X)$0$0$0
JOANE MUHAMMAD
DIRECT AT LAYes (X)$0$0$0
TINA NORTH
DIR. AT LARGYes (X)$0$0$0
TERESA RICHARDSON
DIRECTORYes (X)$0$0$0
JESSICA SANCHEZ
DIRECTORYes (X)$0$0$0
KAREN STANFILL
DIRECTORYes (X)$0$0$0
AMELIA TROJACEK
DIRECTORYes (X)$0$0$0
ANNETTE ADAMCIK
VP - DEVELOP$0$0$01.00Yes (X)
MONIQUE BALLARD
PRESIDENT$0$0$01.00Yes (X)
DR MICHAEL GODDARD
SUPERINTENTE$0$0$01.00Yes (X)
LYNNE GRANDSTAFF
SECRETARY$0$0$0Yes (X)
KERRI SHACKELFORD
VP -ADMIN$0$0$01.00Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$90,975AllOtherContributionsAmt
Total Contributions$90,975TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,534TotalRevenueColumnAmt
Related Or Exempt Func Income$14,534RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$154,801FundraisingGrossIncomeAmt
Fundraising Direct Expenses$43,736FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,065TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,574TotalRevenueColumnAmt
Related Or Exempt Func Income$14,534RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$76,188TotalAmt
Program Services$76,188ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$25,538TotalAmt
Program Services$1,297ProgramServicesAmt
Management And General$24,241ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,332TotalAmt
Management And General$1,332ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3TotalAmt
Management And General$3ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DESIGNATED SPECIAL PURCHA$49,300$49,300
SCHLARSHIPS$7,600$7,600
ICOUNT PROGRAM$4,500$4,500

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$164,461TotalAmt
Program Services$138,885ProgramServicesAmt
Management And General$25,576ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$151,785BOYAmt
EOY$159,992EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$941,453BOYAmt
EOY$1,096,464EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,093,238BOYAmt
EOY$1,256,456EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$204,107BOYAmt
EOY$548,533EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$889,131BOYAmt
EOY$707,923EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,093,238BOYAmt
EOY$1,256,456EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,093,238BOYAmt
EOY$1,256,456EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$52,113ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$111,105NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$49,297CurrentTaxYearMinus1YearAmt
Current Tax Year$90,975CurrentTaxYearAmt
Total$140,272TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$187,310CurrentTaxYearMinus1YearAmt
Current Tax Year$169,335CurrentTaxYearAmt
Total$356,645TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$236,607CurrentTaxYearMinus1YearAmt
Current Tax Year$260,310CurrentTaxYearAmt
Total$496,917TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$496,917PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$236,607CurrentTaxYearMinus1YearAmt
Current Tax Year$260,310CurrentTaxYearAmt
Total$496,917TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$56,822GrossReceiptsEvent1Amt
Gross Revenue Event1$56,822GrossRevenueEvent1Amt
Other Direct Expenses Event1$27,158OtherDirectExpensesEvent1Amt
Event2PARTNER PRGMEvent2Nm
Gross Receipts Event2$45,544GrossReceiptsEvent2Amt
Gross Revenue Event2$45,544GrossRevenueEvent2Amt
Other Direct Expenses Event2$1,133OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$37,559GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$37,559GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$8,357OthDirectExpnssOtherEventsAmt
Gross Receipts Total$139,925GrossReceiptsTotalAmt
Gross Revenue Total Events$139,925GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$36,648OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,648DirectExpenseSummaryEventsAmt
Net Income Summary$103,277NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

FieldValueIRS element (for citing)
Cash Grant$76,188CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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