EDUCATION FOUNDATION FOR LOCKHART ISD: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION FOUNDATION FOR LOCKHART ISD (EIN 46-5345599)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-11-16
- IRS object ID
- 202133209349201393
- 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 | 2021-11-16T10:30:55-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844147988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALENTINE & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 FM 1431 | AddressLine1Txt |
| City | MARBLE FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786544954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465345599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION FOUNDATION FOR LOCKHART I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 5126275424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1361 | AddressLine1Txt |
| City | LOCKHART | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786441361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5126275424 | PhoneNum |
| Signature | 2020-12-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE L VALENTINE | PreparerPersonNm |
| PTIN | P00606130 | PTIN |
| Phone | 8302200890 | PhoneNum |
| Preparation | 2021-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $100,782 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,620 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,013 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $94,149 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $26,815 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $67,334 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $73,967 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,145 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $66,869 | OtherExpensesTotalAmt |
| Total Expenses | $68,014 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,953 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $81,269 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,414 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $85,808 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,786 | BOYAmt |
| EOY | $72,739 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,483 | BOYAmt |
| EOY | $13,069 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,269 | BOYAmt |
| EOY | $85,808 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,269 | BOYAmt |
| EOY | $85,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THIS ORGANIZATIONA EXISTS EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES TO BENIFIT THE LOCKHART INDEPENDT SCHOOL DISTRICT BY PROVIDING FUNDS, SERVICES AND PROPERTY TO SUPPLEMENT THE DISTRCIT'S TEACHING AND EDUCATION FUNCTIONS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| 60,000 IN FUNDS WERE DISBURSED TO LOCKHAT INDEPENDENT SCHOOL DISTRICT THIS YEAR TO SUPPLEMENT THEIR TEACHING AND EDUCATION FUNCTIONS. | |
| 60,000 IN FUNDS WERE DISBURSED TO LOCKHAT INDEPENDENT SCHOOL DISTRICT THIS YEAR TO SUPPLEMENT THEIR TEACHING AND EDUCATION FUNCTIONS. | $68,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $68,014 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (28 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHRIS SCHNEIDER | ||
| DIRECTOR | 1.00 | $0 |
| FRED WEBER | ||
| DIRECTOR | 1.00 | $0 |
| ALFONSO SIFUENTES | ||
| VP CHIP IN F | 2.00 | $0 |
| TOM GUYTON | ||
| DIRECTOR | 1.00 | $0 |
| JEFFRY MICHELSON | ||
| DIRECTOR | 1.00 | $0 |
| ANGELA MEITLER | ||
| VP FINANCE | 2.00 | $0 |
| CARL OHLENDORF | ||
| DIRECTOR | 1.00 | $0 |
| TIM CLARK | ||
| PRESIDENT | 2.00 | $0 |
| MARK ESTRADA | ||
| SUPERINTENDE | 1.00 | $0 |
| JAMES LOVETT | ||
| DIRECTOR | 000.00 | $0 |
| MARTIN RITCHEY | ||
| DIRECTOR | 1.00 | $0 |
| CARL CISNEROS | ||
| DIRECTOR | 1.00 | $0 |
| TERRI GARRETT | ||
| DIRECTOR | 1.00 | $0 |
| SUSAN MASUR | ||
| DIRECTOR | 1.00 | $0 |
| JUANITA MCBRIDE | ||
| VP PROGRAMS | 1.00 | $0 |
| JACALA VOORHEES | ||
| DIRECTOR | 000.00 | $0 |
| CHASE LORE | ||
| DIRECTOR | 000.00 | $0 |
| REBECCA PULLIAM | ||
| VP MARKETING | 1.00 | $0 |
| RENE RAYOS | ||
| DIRECTOR | 1.00 | $0 |
| TODD BLOMERTH | ||
| DIRECTOR | 000.00 | $0 |
| AMELIA SMITH | ||
| SECRETARY | 1.00 | $0 |
| WAYNE WALTHER | ||
| EXECUTIVE BO | 1.00 | $0 |
| ROB ORTIZ | ||
| DIRECTOR | 1.00 | $0 |
| ABEL DE LA CRUZ | ||
| VP DEVELOPME | 1.00 | $0 |
| RON FAULSTICH | ||
| DIRECTOR | 1.00 | $0 |
| ALLISON SMITH | ||
| DIRECTOR | 1.00 | $0 |
| ARIC DENTON | ||
| DIRECTOR | 000.00 | $0 |
| DERRICK BRYANT | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA MEITLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1361 | AddressLine1Txt |
| City | LOCKHART | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5126275424 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $40,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,783 | CurrentTaxYearAmt |
| Total | $277,434 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,783 | CurrentTaxYearAmt |
| Total | $277,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $277,434 | PublicSupportTotal170Amt |
| Total Support | $277,434 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $95,162 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $57,472 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $57,472 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $25,299 | OtherDirectExpensesEvent1Amt |
| Event2 | 50 LIONS WHO CA | Event2Nm |
| Gross Receipts Event2 | $30,800 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $30,800 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,249 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,877 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,877 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $267 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $94,149 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $94,149 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,815 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,815 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $67,334 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 2,361 INTEREST 239 INSURANCE 683 SOCIAL MEDIA CONSULTANT 2,000 GIVEAWAY 1,100 GRANTS 60,000 TEACHER OF THE MONTH 486 TOTAL 66,869 |
| FORM 990-EZ, PART I, LINE 20 | BOOK / TAX DEPRECIATION DIFFERENCE -1,414 |
| FORM 990-EZ, PART II, LINE 24 | 21,163 21,163 LESS ACCUMULATED DEPRECIATION 6,680 8,094 TOTAL 14,483 13,069 |
| FORM 990-EZ, PART III | THIS ORGANIZATIONA EXISTS EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES TO BENIFIT THE LOCKHART INDEPENDT SCHOOL DISTRICT BY PROVIDING FUNDS, SERVICES AND PROPERTY TO SUPPLEMENT THE DISTRCIT'S TEACHING AND EDUCATION FUNCTIONS. |
| FORM 990-EZ, PART III, LINE 31 | 60,000 IN FUNDS WERE DISBURSED TO LOCKHAT INDEPENDENT SCHOOL DISTRICT THIS YEAR TO SUPPLEMENT THEIR TEACHING AND EDUCATION FUNCTIONS. |
Comments