2025-07-25T16:50:06-04:00 2024-09-30 412024514 SOMMERVILLE & ASSOCIATES PC 2726 MATLOCK RD ARLINGTON TX 76015 990 2023-10-01 751561127 LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER LUPU 4693740590 13155 NOEL RD STE 900 DALLAS TX 75240 MARICELLA GARCIA CHAIR/DIRECTOR 4693740590 2025-07-25 true false ELAINE L SOMMERVILLE CPA P00204458 8177955046 2025-07-25 2023 2025-03-06 01:10:19Z MARICELLA GARCIA 13155 NOEL RD STE 900 DALLAS TX 75240 258781 false X WWW.LUPUSLONESTAR.ORG X 1977 TX THE 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. 7 7 3 20 0 282591 250145 0 4776 4155 -2006 0 285361 254300 0 0 194520 245305 0 87339 82073 121266 276593 366571 8768 -112271 255134 202566 84769 117658 170365 84908 X THE 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. false false 249355 THE LUPUS FOUNDATION OF AMERICA, LONE STAR CHAPTER IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH COMPREHENSIVE PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY. THE CHAPTER SERVES OVER 200 COUNTIES-GEOGRAPHICALLY COVERING APPROXIMATELY 80% OF TEXAS-INCLUDING MAJOR REGIONS SUCH AS AMARILLO, TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE RIO GRANDE VALLEY, AND EL PASO. IN FISCAL YEAR 2023-2024, THE CHAPTER: -RESPONDED TO MORE THAN 3,500 REQUESTS FOR SUPPORT AND INFORMATION VIA PHONE, EMAIL, AND IN-PERSON AT COMMUNITY OUTREACH EVENTS. -EDUCATED OVER 1,500 INDIVIDUALS THROUGH A RANGE OF PROGRAMMING INCLUDING 6 VIRTUAL AND 2 IN-PERSON SUPPORT GROUPS, 6 EDUCATIONAL WEBINARS, AND THE ANNUAL LUPUS SUMMIT. THESE OFFERINGS FEATURED EXPERT-LED PRESENTATIONS BY PHYSICIANS, NURSES, AND CERTIFIED LUPUS EDUCATION VOLUNTEERS. -PUBLISHED THE "LUPUS NEWS" ELECTRONIC NEWSLETTER ON A QUARTERLY BASIS, DISTRIBUTING TIMELY LUPUS-RELATED UPDATES TO MORE THAN 25,000 CONSTITUENTS ACROSS THE STATE. -MAINTAINED AN ACTIVE SOCIAL MEDIA PRESENCE, SHARING REGULAR EDUCATIONAL AND ENGAGEMENT CONTENT WITH OVER 6,700 FACEBOOK FOLLOWERS, 1,600 TWITTER FOLLOWERS, AND 1,100 INSTAGRAM FOLLOWERS. -HOSTED THE "WALK TO END LUPUS NOW" IN DALLAS, FORT WORTH, AUSTIN, AND SAN ANTONIO, RAISING AWARENESS, PROMOTING COMMUNITY ENGAGEMENT, AND GENERATING VITAL REVENUE TO SUPPORT THE CHAPTER'S FREE PROGRAMS AND SERVICES. -PROVIDED DIRECT SERVICES TO OVER 13,000 INDIVIDUALS, MADE POSSIBLE IN PART BY THE GENEROUS CONTRIBUTIONS OF MORE THAN 500 VOLUNTEER HOURS THROUGHOUT THE YEAR. -CONTINUED SUPPORT OF THE LIVING WITH LUPUS - UNDER 18 KIDS CAMP, AN ANNUAL WEEKEND RETREAT HELD AT GREAT WOLF LODGE IN GRAPEVINE, TEXAS. THIS UNIQUE PROGRAM OFFERS CHILDREN AND TEENS LIVING WITH LUPUS AN OPPORTUNITY TO CONNECT WITH PEERS WHO SHARE SIMILAR EXPERIENCES. THE CAMP ALSO SUPPORTS FAMILIES BY PROVIDING A FUN AND EDUCATIONAL ENVIRONMENT WHERE BOTH YOUTH AND CAREGIVERS GAIN RESOURCES, BUILD RELATIONSHIPS, AND EXPERIENCE RESPITE. 249355 true true false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 3 true false false false false false false false false false false false false X 7 7 false false false false true false false true true false false true true true true true true true false false AL AR CA CO DC FL GA IL MS MD NH NM NY NC OH OK PA SC TN VA WA NV X X X MARCI GARCIA 9729196191 13155 NOEL RD STE 900 DALLAS TX 75240 ELIZABETH ROTH PRESIDENT/CE 40.00 X 90183 0 0 ASHTON DOUGHERTY CRABTREE DIRECTOR/SEC 5.00 X X 0 0 0 DANA FERGINS DIRECTOR 2.00 X 0 0 0 MARICELLA GARCIA CHAIR/DIRECT 5.00 X X 0 0 0 CHRISTIAN KENDALL DIRECTOR/VIC 5.00 X X 0 0 0 NICHOLLE RINELLA DIRECTOR 2.00 X 0 0 0 CARMETHIA SANDERS DIRECTOR 2.00 X 0 0 0 CAROLINE TESCHEMACHER DIRECTOR/TRE 2.00 X X 0 0 0 90183 false false false 250145 250145 4702 4702 3934 4481 -547 -547 -547 254300 4155 110443 71788 11044 27611 75266 48923 7527 18816 9363 6086 936 2341 50233 32652 5023 12558 13200 8580 1320 3300 16127 14217 1559 351 344 224 34 86 14225 9246 1423 3556 365 237 37 91 4638 3015 464 1159 496 322 50 124 1394 906 139 349 1355 881 135 339 50800 50800 1860 1209 186 465 WALK TO END LUPUS EXPENSE 16193 16193 OTHER 269 269 366571 249355 29877 87339 19525 38647 98416 1458 4217 2486 120371 142603 12605 17372 255134 202566 19800 55079 15137 13960 49832 48619 84769 117658 X 163742 82218 6623 2690 170365 84908 255134 202566 -112271 26814 X true X false true false X 187956 273458 329499 282591 250145 1323649 187956 273458 329499 282591 250145 1323649 165092 1158557 77 7315 5490 4702 17584 7593 7593 1348826 875 0.85890 0.91540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED LIFE INSURANCE CASH SURRENDER VALUE 17372 17372 X SCHEDULE D, PAGE 3, PART X LFA 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, 2024 AND 2023, 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 FROM THE DATE THE RETURNS ARE FILED. FORM 990, PAGE 2, PART III, LINE 4A THE LUPUS FOUNDATION OF AMERICA, LONE STAR CHAPTER IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH COMPREHENSIVE PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY. THE CHAPTER SERVES OVER 200 COUNTIES-GEOGRAPHICALLY COVERING APPROXIMATELY 80% OF TEXAS-INCLUDING MAJOR REGIONS SUCH AS AMARILLO, TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE RIO GRANDE VALLEY, AND EL PASO. IN FISCAL YEAR 2023-2024, THE CHAPTER: -RESPONDED TO MORE THAN 3,500 REQUESTS FOR SUPPORT AND INFORMATION VIA PHONE, EMAIL, AND IN-PERSON AT COMMUNITY OUTREACH EVENTS. -EDUCATED OVER 1,500 INDIVIDUALS THROUGH A RANGE OF PROGRAMMING INCLUDING 6 VIRTUAL AND 2 IN-PERSON SUPPORT GROUPS, 6 EDUCATIONAL WEBINARS, AND THE ANNUAL LUPUS SUMMIT. THESE OFFERINGS FEATURED EXPERT-LED PRESENTATIONS BY PHYSICIANS, NURSES, AND CERTIFIED LUPUS EDUCATION VOLUNTEERS. -PUBLISHED THE "LUPUS NEWS" ELECTRONIC NEWSLETTER ON A QUARTERLY BASIS, DISTRIBUTING TIMELY LUPUS-RELATED UPDATES TO MORE THAN 25,000 CONSTITUENTS ACROSS THE STATE. -MAINTAINED AN ACTIVE SOCIAL MEDIA PRESENCE, SHARING REGULAR EDUCATIONAL AND ENGAGEMENT CONTENT WITH OVER 6,700 FACEBOOK FOLLOWERS, 1,600 TWITTER FOLLOWERS, AND 1,100 INSTAGRAM FOLLOWERS. -HOSTED THE "WALK TO END LUPUS NOW" IN DALLAS, FORT WORTH, AUSTIN, AND SAN ANTONIO, RAISING AWARENESS, PROMOTING COMMUNITY ENGAGEMENT, AND GENERATING VITAL REVENUE TO SUPPORT THE CHAPTER'S FREE PROGRAMS AND SERVICES. -PROVIDED DIRECT SERVICES TO OVER 13,000 INDIVIDUALS, MADE POSSIBLE IN PART BY THE GENEROUS CONTRIBUTIONS OF MORE THAN 500 VOLUNTEER HOURS THROUGHOUT THE YEAR. -CONTINUED SUPPORT OF THE LIVING WITH LUPUS - UNDER 18 KIDS CAMP, AN ANNUAL WEEKEND RETREAT HELD AT GREAT WOLF LODGE IN GRAPEVINE, TEXAS. THIS UNIQUE PROGRAM OFFERS CHILDREN AND TEENS LIVING WITH LUPUS AN OPPORTUNITY TO CONNECT WITH PEERS WHO SHARE SIMILAR EXPERIENCES. THE CAMP ALSO SUPPORTS FAMILIES BY PROVIDING A FUN AND EDUCATIONAL ENVIRONMENT WHERE BOTH YOUTH AND CAREGIVERS GAIN RESOURCES, BUILD RELATIONSHIPS, AND EXPERIENCE RESPITE. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE 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 AND THE CEO. 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 12C THE 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 15A THE 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 17 NORTH CAROLINA, OHIO, OKLAHOMA, PENNSYLVANIA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, NEVADA FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.