LUPUS FOUNDATION OF AMERICA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS FOUNDATION OF AMERICA (EIN 75-1561127)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-03-18
- IRS object ID
- 202120779349301102
- Schema version
- 2019v5.0
- 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 | 2021-03-18T10:18:19-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412024514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMMERVILLE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 MATLOCK RD STE 201 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760152936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751561127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPUS FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | LONE STAR CHAPTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPU | BusinessNameControlTxt |
| Phone | 4693740590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14675 MIDWAY ROAD SUITE 201 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY MOTTERAM | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4693740590 | PhoneNum |
| Signature | 2021-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE L SOMMERVILLE CPA | PreparerPersonNm |
| PTIN | P00204458 | PTIN |
| Phone | 8177955046 | PhoneNum |
| Preparation | 2021-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOLLY MOTTERAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14675 MIDWAY ROAD SUITE 201 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $212,956 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUPUSLONESTAR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 145 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $382,649 | PYContributionsGrantsAmt |
| CY Contributions Grants | $187,956 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | -$2,688 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$696 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $381,953 | PYTotalRevenueAmt |
| CY Total Revenue | $185,268 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $201,353 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $206,375 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,363 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $160,812 | PYOtherExpensesAmt |
| CY Other Expenses | $101,116 | CYOtherExpensesAmt |
| PY Total Expenses | $362,165 | PYTotalExpensesAmt |
| CY Total Expenses | $307,491 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$122,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,316 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $211,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $238,501 | ExpenseAmt |
| Desc | THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 204 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2019-2020 YEAR, THE ORGANIZATION: RESPONDED TO 2,000 INQUIRIES AND SENT 1,000 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,500 INDIVIDUALS THROUGH 3 VIRTUAL SUPPORT GROUPS, 14 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, 2 IN-PERSON WORKSHOPS AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,274 FOLLOWERS AND 5,987 LIKES, TWITTER HAD 1,626 FOLLOWERS AND 684 TWEETS, AND INSTAGRAM HAD 465 POSTINGS WITH 738 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN FOUR CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN, EL PASO, AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 18,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,800 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION. | Desc |
| Total Program Service Expenses | $238,501 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY MOTTERAM | PersonNm |
| Phone | 4693740590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14675 MIDWAY ROAD SUITE 201 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TESSIE HOLLOWAY | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $94,344 | $0 | $0 | |
| BRANDI AGNEW | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ASHTON DOUGHERTY | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DOLORES ENGLISH | ||||||
| BOARD CHAIR/ | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANGELA JOHNSON | ||||||
| TREASURER/DI | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARLOS M LLANES | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| TONYA DIXON MURAGURI | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LEON BEAU PALMER | ||||||
| VICE CHAIR/D | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARMETHIA SANDERS | ||||||
| SECRETARY/DI | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MAGGIE WORTHINGTON TARSINOS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| NATALIE WASKEL | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,344 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $187,956 | AllOtherContributionsAmt |
| Total Contributions | $187,956 | TotalContributionsAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,688 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,688 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,688 | TotalRevenueColumnAmt |
| Exclusion | -$2,688 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,268 | TotalRevenueColumnAmt |
| Exclusion | -$2,688 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,860 | TotalAmt |
| Program Services | $78,003 | ProgramServicesAmt |
| Management And General | $3,925 | ManagementAndGeneralAmt |
| Fundraising | $13,932 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,209 | TotalAmt |
| Program Services | $61,799 | ProgramServicesAmt |
| Management And General | $2,478 | ManagementAndGeneralAmt |
| Fundraising | $8,932 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,547 | TotalAmt |
| Program Services | $16,160 | ProgramServicesAmt |
| Fundraising | $5,387 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,759 | TotalAmt |
| Program Services | $13,183 | ProgramServicesAmt |
| Management And General | $559 | ManagementAndGeneralAmt |
| Fundraising | $2,017 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,195 | TotalAmt |
| Program Services | $7,945 | ProgramServicesAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,560 | TotalAmt |
| Program Services | $3,499 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,932 | TotalAmt |
| Program Services | $12,070 | ProgramServicesAmt |
| Management And General | $2,117 | ManagementAndGeneralAmt |
| Fundraising | $745 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,904 | TotalAmt |
| Program Services | $4,607 | ProgramServicesAmt |
| Fundraising | $297 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,829 | TotalAmt |
| Program Services | $21,676 | ProgramServicesAmt |
| Fundraising | $5,153 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,664 | TotalAmt |
| Program Services | $1,511 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867 | TotalAmt |
| Program Services | $867 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,922 | TotalAmt |
| Program Services | $12,922 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245 | TotalAmt |
| Program Services | $1,737 | ProgramServicesAmt |
| Management And General | $84 | ManagementAndGeneralAmt |
| Fundraising | $424 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004 | TotalAmt |
| Program Services | $1,004 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALK TO END LUPUS EXPENSE | Desc |
| Total | $19,839 | TotalAmt |
| Program Services | $1,363 | ProgramServicesAmt |
| Fundraising | $18,476 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155 | TotalAmt |
| Program Services | $155 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,491 | TotalAmt |
| Program Services | $238,501 | ProgramServicesAmt |
| Management And General | $11,627 | ManagementAndGeneralAmt |
| Fundraising | $57,363 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,442 | BOYAmt |
| EOY | $58,634 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390 | BOYAmt |
| EOY | $80 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,460 | BOYAmt |
| EOY | $7,714 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,588 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121 | BOYAmt |
| EOY | $1,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,191 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,656 | BOYAmt |
| EOY | $3,227 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,010 | BOYAmt |
| EOY | $126,327 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,131 | BOYAmt |
| EOY | $2,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,798 | BOYAmt |
| EOY | $199,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,421 | BOYAmt |
| EOY | $7,283 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $97,033 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,421 | BOYAmt |
| EOY | $104,316 | 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 | $185,917 | BOYAmt |
| EOY | $73,184 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,460 | BOYAmt |
| EOY | $21,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,377 | BOYAmt |
| EOY | $95,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,798 | BOYAmt |
| EOY | $199,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$122,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,946 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $358,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $435,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,956 | CurrentTaxYearAmt |
| Total | $1,702,973 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $435,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,956 | CurrentTaxYearAmt |
| Total | $1,702,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,000 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,681,973 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,174 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,331 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,915 | CurrentTaxYearMinus2YearsAmt |
| Total | $6,915 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,275 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,712,494 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $334 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE 1,275 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $25,059 | ContributionsAmt |
| Investment Earnings Or Losses | -$143 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,916 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,191 | DepreciationAmt |
| Book Value | $3,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,227 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $191,214 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,946 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,946 | RevenueNotReportedAmt |
| Revenue Subtotal | $185,268 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $185,268 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $307,491 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $307,491 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $307,491 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE CORPUS BALANCE OF THE ENDOWMENT IS TO REMAIN UNUSED, HOWEVER THE EARNINGS FROM THE ENDOWMENT ARE TO BE USED ON PROGRAMS OF LUPUS FOUNDATION AT THE DISCRETION OF THE BOARD. |
| 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, 2020 AND 2019, 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 204 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2019-2020 YEAR, THE ORGANIZATION: RESPONDED TO 2,000 INQUIRIES AND SENT 1,000 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,500 INDIVIDUALS THROUGH 3 VIRTUAL SUPPORT GROUPS, 14 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, 2 IN-PERSON WORKSHOPS AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,274 FOLLOWERS AND 5,987 LIKES, TWITTER HAD 1,626 FOLLOWERS AND 684 TWEETS, AND INSTAGRAM HAD 465 POSTINGS WITH 738 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN FOUR CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN, EL PASO, AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 18,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,800 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION. |
| 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 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. |
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