2021-05-20T13:15:14-05:00 2020-08-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DRIVE SUITE 1000 HOUSTON TX 77081 990 2019-09-01 741590387 SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC SER- 7137736000 1710 TELEPHONE ROAD HOUSTON TX 77023 SHEROO MUKHTIAR EXECUTIVE DIRECTOR/CEO 7137736000 2021-05-14 1 THOMAS JONES P00181555 7139681600 2021-05-14 2019 2022-09-23 18:48:47Z SHEROO MUKHTIAR 1710 TELEPHONE ROAD HOUSTON TX 77023 6812629 0 X WWW.SERHOUSTON.ORG X 1957 TX SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST, INC. (SER-JOBS) IS A TEXAS NONPROFIT CORPORATION. SER-JOBS PROVIDES CAREER COUNSELING AND JOB PLACEMENT SERVICES FOR ECONOMICALLY DISADVANTAGED RESIDENTS OF HARRIS AND SURROUNDING COUNTIES. SER COMMUNITY DEVELOPMENT CORPORATION (SER CDC) IS A NOT-FOR-PROFIT ENTITY AND SER-JOBS IS ITS SOLE MEMBER. SER QALICB IS A TEXAS NONPROFIT CORPORATION AND IS A 100% OWNED SUBSIDIARY OF SER-JOBS. THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF SER-JOBS AND ITS WHOLLY-OWNED SUBSIDIARIES, SER CDC AND SER QALICB (COLLECTIVELY, SER). ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED. 16 16 567 149 0 0 6580665 6326513 16284 10998 125507 115759 240806 207028 6963262 6660298 1151981 855279 0 0 2956369 3631839 15620 0 602599 2164903 2560366 6288873 7047484 674389 -387186 9982571 10467778 549675 1404258 9432896 9063520 X TO HELP INDIVIDUALS FROM LOW-INCOME COMMUNITIES TRANSFORM THEIR LIVES THROUGH EDUCATION, TRAINING, EMPLOYMENT, AND FINANCIAL EMPOWERMENT SERVICES. 0 0 2996559 855279 79822 ADULTS- PROVIDE EMPLOYMENT AND TRAINING INFORMATION TO ADULTS. INDIVIDUALS ARE COACHED TO RECEIVE BASIC EMPLOYMENT SKILLS SUCH AS COMPUTER SKILLS AND RESUME WRITING. CLIENTS RECEIVE BASIC LABOR EXCHANGE SERVICES WITH TRAINING IN CONSTRUCTION, WELDING, FORKLIFT MANUFACTURING, OFFICE ADMINISTRATION, CUSTOMER SERVICE, FINANCIAL COACHING AND JOB READINESS TO INCLUDE BUSINESS DRESSING SKILLS, JOB SEARCH AND PLACEMENT ASSISTANCE AND CAREER ASSESSMENT AND COUNSELING. 2380034 YOUTH- SERVICES TO YOUTH INCLUDES CAREER COACHING, GED ATTAINMENT, TESTING SERVICES, OCCUPATIONAL TRAINING, ACCESS TO SCHOLARSHIPS TRANSPORTATION ASSISTANCE/WORK SUPPORT, FINANCIAL COACHING, PAID INTERNSHIPS, PUBLIC BENEFITS ACCESS, JOB READINESS, JOB PLACEMENT AND MENTORING. 319333 OTHER PROGRAM SERVICES- THESE PROGRAMS INCLUDE JOB SKILLS JOB TRAINING AND MINIMUM EDUCATION PREPARATION INCLUDE TRANSPORTATION TO WORK SITES AND CLASSES FOR VETERANS AND OTHER UNDERSERVED AND FINANCIALLY DISTRESSED POPULATIONS. 319333 5695926 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 61 0 1 567 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 1 1 X X GERALD EATON CFO CPA 7137736000 1710 TELEPHONE ROAD HOUSTON TX 77023 DIANE SCHENKE BOARD CHAIR 2.00 X 0 0 0 PAULA MENDOZA VICE CHAIR 2.00 X 0 0 0 ELLIOT METZGER TREASURER 2.00 X 0 0 0 KATHIE FORNEY SECRETARY 2.00 X 0 0 0 SHERRI BRUDNER DIRECTOR 2.00 X 0 0 0 MICHELE R FRAGA DIRECTOR 2.00 X 0 0 0 BART WILSON DIRECTOR 2.00 X 0 0 0 RAYMOND VALDEZ DIRECTOR 2.00 X 0 0 0 JAMES EBREY DIRECTOR 2.00 X 0 0 0 RICKY CORTEZ DIRECTOR 2.00 X 0 0 0 BRIAN NEELY DIRECTOR 2.00 X 0 0 0 TANYA STERLING DIRECTOR 2.00 X 0 0 0 MARK MCCULLOUGH DIRECTOR 2.00 X 0 0 0 LORI ARNOLD DIRECTOR 2.00 X 0 0 0 CHRISTEN BAGLEY DIRECTOR 2.00 X 0 0 0 DR JERI LYONS DIRECTOR 2.00 X 0 0 0 MANALI METHA DIRECTOR 2.00 X 0 0 0 STEVE ROSENCRANZ DIRECTOR 2.00 X 0 0 0 SHEROO MUKHTIAR CHIEF EXECUTIVE OFFICER 40.00 X 169103 0 0 JOANIE WENTZ CHIEF DEVELOPMENT OFFICER 40.00 X 124855 0 0 OLGA RODRIGUEZ CHIEF PROGRAM OFFICER 40.00 X 69174 0 0 GERALD EATON CHIEF FINANCIAL OFFICER 40.00 X 68358 0 0 431490 0 0 2 0 1 0 STERLING ASSOCIATES 55 WAUGH DR SUITE 601 HOUSTON TX 77007 CONSULTING 143286 METHOD ARCHITECTURE 2118 LAMAR ST SUITE 200 HOUSTON TX 77003 ARCHITECTURE 102305 2 520000 1586659 2752323 1467531 6326513 FOOD SERVICE 531120 7398 7398 RENTAL INCOME 611710 3600 3600 10998 115759 115759 290535 1586659 152331 138204 138204 OTHER INCOME 900099 68824 68824 68824 6660298 79822 0 253963 855279 855279 431490 431490 3200349 2608368 242785 349196 210829 8184 69525 133120 69644 58320 1244 10080 74379 65621 2784 5974 13121 13121 32538 32538 96752 90427 164 6161 INDIRECT COSTS ALLOCATI 796629 686459 38541 71629 TRAINING AND SUPPORT 525379 504435 19812 1132 FACILITIES 338757 161473 177111 173 EQUIPMENT RENTAL & MAIN 140881 78501 61860 520 261457 147369 89474 24614 7047484 5695926 748959 602599 1249746 1444250 1080929 1401490 102088 104768 6587500 6587500 590371 160929 461980 429442 500328 500328 9982571 10467778 294502 189318 30289 255173 1184651 549675 1404258 X 7229150 6601298 2203746 2462222 9432896 9063520 9982571 10467778 X -387186 17810 X X 0 1 X 1 1 1 X 4770295 5619756 9327865 6580665 6326513 32625094 4770295 5619756 9327865 6580665 6326513 32625094 32625094 93 7 94226 125507 115759 335592 488988 246291 321952 61888 79822 1198941 34159627 0.95510 0.98690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 333922 333922 88532 22742 65790 167917 138187 29730 429442 X 6970969 609444 609444 6361525 298773 298773 6660298 7587061 856161 856161 6730900 316584 316584 7047484 PART X, LINE 2: SER-JOBS, SER QALICB AND SER CDC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND COMPARABLE STATE LAW. CONTRIBUTIONS TO ALL THREE ENTITIES ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, SER MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. SER ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN IT IS MORE LIKELY THAN NOT, THAT SUCH AN ASSET OR A LIABILITY WILL BE REALIZED. AS OF AUGUST 31, 2020 AND 2019, MANAGEMENT OF SER BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS TO BE RECOGNIZED OR RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM SPECIAL EVENTS 152,331. REVENUE FROM SUBSIDIARIES 457,113. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSACTIONS 298,773. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM SPECIAL EVENTS 152,331. EXPENSES FROM SUBSIDIARIES 703,830. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSACTIONS 316,584. PARTS XI AND XII THE AUDITED FINANCIAL STATEMENTS ARE CONSOLIDATED FOR SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST, INC AND SER CDC & SER QALICB, BOTH SUBSIDIARIES. AMOUNTS FOR REVENUES AND EXPENDITURES FOR SER CDC & SER QALICB HAVE TO BE REMOVED FROM THE AUDITED STATEMENTS (LINES 2) SO THAT THE STATEMENTS REFLECT THE FINANCIAL CONDITION PRIOR TO THE ELIMINATIONS BETWEEN ENTITIES DUE TO CONSOLIDATION. THE REVENUE AND EXPENSES ON LINES 4 ARE THE AMOUNTS ELIMINATED FROM BOTH ENTITIES. X X X X X X X 1 STERLING ASSOCIATES 55 WAUGH DR SUITE 601 HOUSTON TX 77007 CAPITAL CAMPAIGN 0 1586659 0 1586659 STERLING ASSOCIATES 55 WAUGH DR SUITE 601 HOUSTON TX 77007 GALA 0 290535 152331 138204 1877194 152331 1724863 CAPITAL CAMPAIGN 1586659 1586659 GALA 290535 290535 152331 1877194 1586659 290535 152331 152331 138204 1 ON THE JOB TRAINING 201 818360 TUITION STIPENDS 82 36919 PART I, LINE 2: CLIENTS ARE EVALUATED ON (1) THEIR ABILITY TO AFFORD SERVICES BASED ON POVERTY GUIDELINES AND/OR (2) THE ADDRESS WHERE THEY LIVE. THOSE THAT ARE ELIGIBLE RECEIVE TUITION GRANTS, PERSONALIZED TRAINING, STIPENDS FOR COMPLETION OF PROJECTS, JOBS THAT ARE LIMITED FOR A PERIOD OF TIME AND BOOKS & TOLLS TO ENABLE EMPLOYMENT. RECORDS ARE MAINTAINED IN EACH CLIENT. 0 0 0 0 0 0 0 0 0 SHEROO MUKHTIAR CHIEF EXECUTIVE OFFICER 169103 0 0 0 0 0 0 0 0 0 169103 0 0 0 JAMES EBREY DIRECTOR 600000 BANK LINE OF CREDIT 0 MICHELE FRAGA DIRECTOR 108 OFFICE SUPPLIES 0 PART IV, LINES 1 AND 2 1. JAMES EBREY IS A REGIONAL PRESIDENT OF SPIRIT OF TEXAS BANK, WHO HAS EXTENDED A SECURED LINE OF CREDIT FOR THE RENOVATION OF PROPERTY, AS WELL AS TWO LOANS TO ONE OF SER JOBS SUBSIDIARIES. JAMES ALSO SERVES AS PRESIDENT OF THE BOARD OF DIRECTORS FOR SER JOBS UNTIL JAN. 2020. AFTER HIS TERM ENDED HE CONTINUES SERVING SER JOBS AS MEMBER OF THE BOARD OF DIRECTORS.2. MICHELE FRAGA IS AN EMPLOYEE OF TEJAS OFFICE PRODUCTS FROM WHOM WE HAVE PURCHASED, VIA PROCUREMENT, OFFICE PRODUCTS. FORM 990, PART VI, SECTION B, LINE 10B A KEY SER AFFILIATION IS SER NATIONAL. SER NATIONAL IS A TEXAS CORPORATION AND THE ONLY TEXAS BASED NATIONAL PARTNER OF THE US DEPARTMENT OF LABOR EMPLOYMENT TRAINING ADMINISTRATION (DOL-ETA). EACH LOCAL SER ORGANIZATION IS AN AUTONOMOUS COMMUNITY OWNED ENTITY. SER NATIONAL PROVIDES AFFILIATED PROGRAM ACCESS TO TRAINING, TECHNICAL ASSISTANCE AND PARTNERSHIP OPPORTUNITIES TO PURSUE LARGE SCALE NATIONAL LEVEL FUNDING. SER CURRENTLY IS A SUBCONTRACTOR OF SER NATIONAL TO OPERATE THE SENIOR COMMUNITY SERVICES EMPLOYMENT PROGRAM WHICH IS FUNDED BY THE DOL. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 AND HAVE AN OPPORTUNITY TO ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C QUESTIONNAIRE IS PROVIDED ANNUALLY TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS COMPARED TO OTHER NON-PROFITS OF SIMILAR SIZE AND SERVICE THAT ARE PARTNERS OR AFFILIATES OF THE ORGANIZATION. COMPENSATION IS ADJUSTED FOR PERFORMANCE, CONTRIBUTION TO GROWTH OF THE ORGANIZATION AND/OR ALIGNMENT WITH INDUSTRY. ALL PERSONNEL SALARIES ARE COMPARED BY POSITION AND RESPONSIBILITIES TO INDUSTRY PARTNERS FOR CONSISTENCY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INTERCOMPANY NET ASSETS ADJUSTMENT 17,810. 990 PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. SER-COMMUNITY DEVELOPMENT CORP 1710 TELEPHONE RD HOUSTON TX 77023 760366183 COMMUNITY DEVELOPMENT TX 501(C)(3) LINE 10 0 SER QALICB 1710 TELEPHONE RD HOUSTON TX 77023 821289703 NEW MARKET TAX CREDIT TX 501(C)(3) LINE 12C, III-FI 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 SER CDC D 267792 NOTES AT BANK SER CDC E 600000 LINE OF CREDIT SER CDC O 42977 CASH - SALARIES SER QALICB K 109363 CASH - FACILITY LEASE