REFUGIO ISD EDUCATION FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- REFUGIO ISD EDUCATION FOUNDATION (EIN 84-2657741)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-31
- IRS object ID
- 202520319349200822
- Schema version
- 2023v6.0
- 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 | 2025-01-31T12:57:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741177446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON WALDROP & UHEREK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN STE 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842657741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REFUGIO ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REFU | BusinessNameControlTxt |
| Phone | 3615506447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN DRAKE | PersonNm |
| Person Title | VP OF FINANCE/GOVT | PersonTitleTxt |
| Phone | 3615506447 | PhoneNum |
| Signature | 2025-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA M TERRY CPA | PreparerPersonNm |
| PTIN | P00181160 | PTIN |
| Phone | 3615733255 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | HURRICANE BERYL RELIEF | SpecialConditionDesc |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.REFUGIOEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $131,129 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $39,892 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $627 | InvestmentIncomeAmt |
| Gaming Gross Income | $67,738 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $22,872 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $47,079 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $43,531 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $84,050 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,395 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $86,160 | OtherExpensesTotalAmt |
| Total Expenses | $88,555 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,505 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $152,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,527 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,032 | BOYAmt |
| EOY | $147,527 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,032 | BOYAmt |
| EOY | $147,527 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,032 | BOYAmt |
| EOY | $147,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | INCREASED PRIVATE SUPPORT AND PROVIDED TEACHERS IN THE DISTRICT WITH GRANTS IN ORDER TO ENHANCE STUDENT ACHIEVEMENT, RECOGNIZE EXEMPLARY STAFF INVOLVEMENT, AND FOSTER COMMUNITY SUPPORT AND INVOLVEMENT. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $64,842 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $64,842 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ROZ KECK | ||
| PRESIDENT | 7.00 | $0 |
| SHANNON HENDLEY | ||
| VP OF PROGRA | 7.00 | $0 |
| DARREN DRAKE | ||
| VP OF FINANC | 7.00 | $0 |
| MALAISE WILLIAMS | ||
| VP OF DEVELO | 7.00 | $0 |
| STACY HENDLEY | ||
| VP OF MARKET | 7.00 | $0 |
| DOREY LOVE-WILLIAMS | ||
| HISTORIAN | 7.00 | $0 |
| KELLEY WALKER | ||
| VP OF EVENTS | 7.00 | $0 |
| TAMARA MOEHR | ||
| SECRETARY | 7.00 | $0 |
| MARK RICHARDSON | ||
| DIRECTOR AT- | 7.00 | $0 |
| MELISSA GONZALES | ||
| SUPERINTENDE | 7.00 | $0 |
| WILLIE JOE GIPSON | ||
| BOARD MEMBER | 7.00 | $0 |
| JOYCE MCGUILL-DIERSCHKE | ||
| BOARD MEMBER | 7.00 | $0 |
| LISA WILLIAMS | ||
| BOARD MEMBER | 7.00 | $0 |
| ANTIONWYNETTE BROWN-SMITH | ||
| BOARD MEMBER | 7.00 | $0 |
| RON WALKER | ||
| BOARD MEMBER | 7.00 | $0 |
| OLIVIA DELEON | ||
| BOARD MEMBER | 7.00 | $0 |
| CATHY CRUTCHFIELD | ||
| BOARD MEMBER | 7.00 | $0 |
| CHRISTINE LARA | ||
| BOARD MEMBER | 7.00 | $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 | DARREN DRAKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615506447 | 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 | $54,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,892 | CurrentTaxYearAmt |
| Total | $275,061 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,892 | CurrentTaxYearAmt |
| Total | $275,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $275,061 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $627 | CurrentTaxYearAmt |
| Total | $856 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,144 | CurrentTaxYearMinus1YearAmt |
| Total | $72,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $348,515 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $91,237 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76350 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHRISTMAS PARTY | Event1Nm |
| Gross Receipts Event1 | $22,484 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,484 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $645 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $533 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,484 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,484 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $645 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $533 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,628 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,856 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $67,738 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $17,350 | CashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $2,720 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $23,903 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $67,738 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $17,350 | CashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $2,720 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $23,903 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $43,973 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $23,765 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | DARREN DRAKE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 W VANCE | AddressLine1Txt |
| City | REFUGIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 2,449 OFFICE 348 CONFERENCES/MEETINGS 234 INSURANCE 1,014 BANK CHARGES 20 PAYPAL FEES 768 PETE HUGHES FUND 16,485 PAID TO REFUGIO ISD 51,398 TEACHER APPRECIATION 13,444 TOTAL 86,160 |
| FORM 990-EZ, PART III | THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO BENEFIT THE REFUGIO INDEPENDENT SCHOOL DISTRICT. |
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