HIGHLAND PARK ISD EDUCATION FOUNDATION: Form 990, tax year 2018
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- Organization
- HIGHLAND PARK ISD EDUCATION FOUNDATION (EIN 75-1999200)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-01-28
- IRS object ID
- 202010289349301536
- Schema version
- 2018v3.1
- 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 | 2020-01-28T13:37:49-08:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751999200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND PARK ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
| Phone | 2147804060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN HOLLOWAY | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Michie | PreparerPersonNm |
| PTIN | P00956657 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAUREN HOLLOWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,087,683 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE HIGHLAND PARK EDUCATION FOUNDATIONS PURPOSE IS TO RALLY OUR ENTIRE COMMUNITY TO RAISE THE CRITICAL FUNDS NECESSARY FOR CONTINUING HIGHLAND PARK ISDS TRADITION OF EXEMPLARY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,413,911 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,209,311 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $209,704 | CYProgramServiceRevenueAmt |
| PY Investment Income | $850,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,124,979 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,264,006 | PYTotalRevenueAmt |
| CY Total Revenue | $5,543,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,405,478 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,812,924 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $656,034 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $568,827 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $255,905 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $561,037 | PYOtherExpensesAmt |
| CY Other Expenses | $657,024 | CYOtherExpensesAmt |
| PY Total Expenses | $4,622,549 | PYTotalExpensesAmt |
| CY Total Expenses | $6,038,775 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,641,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$494,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,331,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,193,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,376,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,497,131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,955,230 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,696,647 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HIGHLAND PARK EDUCATION FOUNDATIONS PURPOSE IS TO RALLY OUR ENTIRE COMMUNITY TO RAISE THE CRITICAL FUNDS NECESSARY FOR CONTINUING HIGHLAND PARK ISDS TRADITION OF EXEMPLARY EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,483,991 | ExpenseAmt |
| Grant | $4,812,924 | GrantAmt |
| Revenue | $209,704 | RevenueAmt |
| Desc | The Foundation provides significant funding to Highland Park ISD for teacher and staff salaries district-wide, in addition to supporting special student programs and K-12 needs. The Foundation also grants Teacher of the Year Awards, and scholarships to teachers and graduating seniors to assist them in reaching their academic goals. The Foundation has an endowment to provide sustainable financial support to the long-term needs of the District. | Desc |
| Total Program Service Expenses | $5,483,991 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN RAY | PersonNm |
| Phone | 2147804060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Peter Hegi | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Hudnall | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA DANIEL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANN FIELDER | |||||||
| President | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Noble Nash | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY O'NEILL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Vanessa Sloan | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WEBBER BEALL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY FRANCES BURLESON | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAE ELLIS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA BEASLEY | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET CARTER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY JANE BONFIELD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK EDWARDS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GUY KERR | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DALLAS COTHRUM | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHIRLEY KOCHMAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE LAIDLAW | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACK MYERS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCIE JOHNSEN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY WHITE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCVEIGH | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PIERCE ALLMAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON ALTSCHULER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICK ANIGIAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY PHILBIN | |||||||
| VP OF DEVELOP. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BLAIRE SHERER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY WELP | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW WOODWARD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP WORTHEN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY KOZMETSKY | |||||||
| PARLIAMENTARIAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARC TAUBENFELD | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLY WALKER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAN PETERSON | |||||||
| ED-THRU 12/2018 | 40.00 | 0.00 | $154,054 | $0 | $8,532 | Yes (X) | |
| LAUREN HOLLOWAY | |||||||
| ED-FROM 1/2019 | 40.00 | 0.00 | $135,059 | $0 | $8,411 | Yes (X) | |
| CAROLYN RAY | |||||||
| CFO | 40.00 | 0.00 | $105,728 | $0 | $18,550 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $394,841 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $35,493 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,209,311 | AllOtherContributionsAmt |
| Total Contributions | $4,209,311 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $209,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,704 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $209,704 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,769 | TotalRevenueColumnAmt |
| Exclusion | $548,769 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,119,899 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,543,689 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $576,210 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $576,210 | TotalRevenueColumnAmt |
| Exclusion | $576,210 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,543,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,704 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,124,979 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,680,624 | TotalAmt |
| Program Services | $4,680,624 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,300 | TotalAmt |
| Program Services | $132,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,291 | TotalAmt |
| Program Services | $95,179 | ProgramServicesAmt |
| Management And General | $88,037 | ManagementAndGeneralAmt |
| Fundraising | $176,075 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,454 | TotalAmt |
| Program Services | $121,703 | ProgramServicesAmt |
| Management And General | $7,655 | ManagementAndGeneralAmt |
| Fundraising | $26,096 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,415 | TotalAmt |
| Program Services | $7,453 | ProgramServicesAmt |
| Management And General | $777 | ManagementAndGeneralAmt |
| Fundraising | $2,185 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,895 | TotalAmt |
| Program Services | $3,144 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
| Fundraising | $1,483 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,772 | TotalAmt |
| Program Services | $16,641 | ProgramServicesAmt |
| Management And General | $7,076 | ManagementAndGeneralAmt |
| Fundraising | $15,055 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,836 | TotalAmt |
| Management And General | $154,836 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,999 | TotalAmt |
| Program Services | $14,500 | ProgramServicesAmt |
| Management And General | $14,499 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,335 | TotalAmt |
| Program Services | $41,771 | ProgramServicesAmt |
| Fundraising | $9,564 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,157 | TotalAmt |
| Program Services | $3,124 | ProgramServicesAmt |
| Management And General | $3,033 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,269 | TotalAmt |
| Program Services | $2,634 | ProgramServicesAmt |
| Management And General | $2,635 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGAMS | $253,802 | $253,802 | ||
| ALUMNI ASSOCIATION | $91,139 | $91,139 | ||
| Postage and Shipping | $28,813 | $1,683 | $1,683 | $25,447 |
| COMPUTER EXPENSES | $19,848 | $9,881 | $9,967 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,826 | TotalAmt |
| Program Services | $8,413 | ProgramServicesAmt |
| Management And General | $8,413 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,038,775 | TotalAmt |
| Program Services | $5,483,991 | ProgramServicesAmt |
| Management And General | $298,879 | ManagementAndGeneralAmt |
| Fundraising | $255,905 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,148,053 | BOYAmt |
| EOY | $2,599,676 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626,585 | BOYAmt |
| EOY | $915,313 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,150 | BOYAmt |
| EOY | $219,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,458 | BOYAmt |
| EOY | $181,967 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,796 | BOYAmt |
| EOY | $14,213 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,341,584 | BOYAmt |
| EOY | $31,263,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,331,626 | BOYAmt |
| EOY | $35,193,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,191 | BOYAmt |
| EOY | $1,012,450 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,250 | BOYAmt |
| EOY | $38,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,780 | BOYAmt |
| EOY | $55,460 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,175 | BOYAmt |
| EOY | $390,721 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,396 | BOYAmt |
| EOY | $1,497,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,098 | BOYAmt |
| EOY | $1,580,687 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,956,563 | BOYAmt |
| EOY | $21,152,431 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,600,569 | BOYAmt |
| EOY | $10,963,529 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,955,230 | BOYAmt |
| EOY | $33,696,647 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,331,626 | BOYAmt |
| EOY | $35,193,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$494,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,236,198 | 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 | $3,507,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,259,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,742,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,413,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,209,311 | CurrentTaxYearAmt |
| Total | $29,131,976 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,507,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,259,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,742,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,413,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,209,311 | CurrentTaxYearAmt |
| Total | $29,131,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,101,786 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,030,190 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $234,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $548,769 | CurrentTaxYearAmt |
| Total | $1,758,805 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,890,781 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $209,074 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Beginning Year Balance | $27,085,338 | BeginningYearBalanceAmt |
| Contributions | $362,960 | ContributionsAmt |
| Investment Earnings Or Losses | $1,577,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $696,055 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,329,875 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,413,718 | BeginningYearBalanceAmt |
| Contributions | $10,427,687 | ContributionsAmt |
| Investment Earnings Or Losses | $2,524,933 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,281,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,085,338 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,531,750 | BeginningYearBalanceAmt |
| Contributions | $223,324 | ContributionsAmt |
| Investment Earnings Or Losses | $961,441 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $302,797 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,413,718 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,858,010 | BeginningYearBalanceAmt |
| Contributions | $416,131 | ContributionsAmt |
| Investment Earnings Or Losses | $1,542,200 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $284,591 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,531,750 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,076,500 | BeginningYearBalanceAmt |
| Contributions | $408,305 | ContributionsAmt |
| Investment Earnings Or Losses | $647,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $273,845 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,858,010 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.60540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS FUNDS | Desc |
| Amt | $390,721 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $390,721 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,625,356 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,236,198 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,236,198 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,389,158 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,836 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $154,836 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,543,994 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,883,939 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,883,939 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,836 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $154,836 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,038,775 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The endowment fund is used to support the mission of the organization. |
| Part X : FIN48 Footnote | The Foundation is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and has not been classified as a private foundation as defined in the IRC. Income generated from activities unrelated to the Foundations exempt purposes is subject to tax under IRC Section 511. The Foundation had no unrelated business income for the year ended August 31, 2019. Accordingly, no provision has been made for federal income tax.GAAP requires the evaluation of tax positions taken in the course of preparing the Foundations tax returns and recognition of a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of August 31, 2019, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Communities Foundation of Tex | ||||||||
| 5500 Caruth Haven Ln | DALLAS | TX | 75225 | 750964565 | 501(C)(3) | $195,138 | $0 | ENDOWMENT CAMPAIGN |
| HIGHLAND PARK ISD | ||||||||
| 705 WESTCHESTER DRIVE | DALLAS | TX | 75205 | 751999200 | $135,630 | $0 | GRANTS TO EDUCATORS | |
| HIGHLAND PARK ISD | ||||||||
| 705 WESTCHESTER DRIVE | DALLAS | TX | 75205 | 751999200 | $3,256,226 | $0 | ACADEMIC ENRICHMENT | |
| John S Bradfield School PTA | ||||||||
| 4300 Southern Ave | DALLAS | TX | 75205 | 750886441 | 501(C)(3) | $317,350 | $0 | CAPITAL PROJECTS |
| Rebecca Buchanan Brimmage Fou | ||||||||
| 3119 Milton Ave | DALLAS | TX | 75205 | 831231427 | 501(C)(3) | $25,630 | $0 | ENDOWMENT CAMPAIGN |
| Robert S Hyer School PTA | ||||||||
| 8385 Durham St | DALLAS | TX | 75225 | 750808796 | 501(C)(3) | $740,968 | $0 | LIQUIDATION OF PTA FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 87 | $125,300 |
| TEACHER OF THE YEAR AWARDS | 7 | $7,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGE, UNIVERSITY OR ORGANIZATION PROVIDING THE SKILLS TRAINING. TEACHER OF THE YEAR AWARDS ARE PAID DIRECTLY TO THE RECIPIENT BASED UPON PAST MERIT. RECORDS ARE MAINTAINED OF APPLICATIONS RECEIVED, AWARDS GRANTED AND THE AMOUNT OF EACH AWARD. COSTS ASSOCIATED WITH THE MOODY GRANT ARE PAID WHEN INVOICES FOR ACTUAL COSTS ARE PRESENTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN PETERSON | PersonNm |
| Title | ED-THRU 12/2018 | TitleTxt |
| Base Compensation Filing Org | $142,193 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $11,861 | OtherCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $8,532 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $162,586 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | THE ORGANIZATION CHANGED THE BYLAWS IN JANUARY OF 2019. THE CHANGES INCLUDE: 1) SHORTENED THE TERM LIMITS OF DIRECTORS FROM THREE, THREE YEAR TERMS TO TWO, THREE YEAR TERMS, 2) ENABLED A PROVISION TO ALLOW FOR VOTING TO TAKE PLACE ELECTRONICALLY, AND 3) UPDATED GUIDELINES FOR THE NOMINATING COMMITTEE AND NOMINATING GUIDELINES. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A COPY OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. EACH MEMBER RECEIVES THE 990 IN ADVANCE OF THE MEETING SO THEY ARE ABLE TO DISCUSS IT IN DETAIL. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. THOSE DISCLOSURES ARE REVIEWED ANNUALLY. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH SUMMER PRIOR TO DEVELOPMENT OF THE OVERALL BUDGET FOR THE FOUNDATION. ANY CHANGES (RAISES OR ONE-TIME STIPENDS) ARE WITHIN THE RANGE NORMALLY OFFERED IN THE PRIVATE SECTOR. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | WHILE THE EXECUTIVE DIRECTOR PROPOSES COMPENSATION OF OTHER INDIVIDUALS, SUCH PROPOSED COMPENSATION IS CONSIDERED BY THE BOARD IN THE BUDGET DEVELOPMENT PROCESS. |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | THE FOUNDATION'S 990 IS AVAILABLE FOR REVIEW ON GUIDESTAR AND IS MADE AVAILABLE FOR REVIEW AT THE FOUNDATION OFFICE UPON REQUEST. THE FOUNDATION'S WEBSITE GIVES INSTRUCTIONS FOR REQUESTING INFORMATION. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION OFFICE UPON REQUEST. AUDITED FINANCIAL REPORTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S WEBSITE GIVES INSTRUCTIONS FOR REQUESTING INFORMATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND PARK ISD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 WESTCHESTER DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751999200 | EIN |
| Primary Activities | GOVERNMENTAL UNIT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | GOVT. | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND PARK ISD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $3,391,856 | InvolvedAmt |
| Method Of Amount Determination | Cash Value | MethodOfAmountDeterminationTxt |
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