2019-12-16T10:30:07-06:00 2018-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 770561973 990 2018-01-01 465037878 Barbara Bush Houston Literacy Foundation BARB 3462122310 7887 San Felipe 250 Houston TX 77063 Stephen D Maislin Treasurer/Director 2019-12-16 true Guy T Tabor CPA P00171798 7136222310 2018 2020-04-17 16:48:07Z Julie Finck 7887 San Felipe 250 Houston TX 77063 5658746 false X www.bushhoustonliteracy.org X 2014 TX THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. 6 4 10 1625 0 4013880 4634584 0 26406 165557 -224545 -393956 3815741 4406185 1160364 1037863 0 677354 848678 0 352304 1172607 1277485 3010325 3164026 805416 1242159 5706552 6726180 212729 175315 5493823 6550865 THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. false false 2540978 1037863 The Foundation distributed $1,037,863.12 in grants to support family literacy programs, adult literacy programs and direct services, in-school literacy intervention programs for struggling readers and summer learning programs to disadvantaged children, as well as to expand access to books and educational materials and resources to low-income families. 2540978 true true false false false false false false false true true false false false true false true false false true false false false true false false true false true false false false false false false false false true false false false false true false false false true X 0 0 10 true false true EI BD CJ false false false true true true false false false false false X 6 4 true false false false false false false true false false false true true true true true true true false false X X X Edwin C Padar 7133332200 515 Post Oak Blvd Ste 1000 Houston TX 77027 Maria Bush Vice Chair/Director 0.0 0 X X 0 0 0 Neil Bush Chair/Director 0.0 0 X X 0 0 0 Stephen D Maislin Treasurer/Director 1.0 40.0 X X 0 459087 46006 Renee Wizig-Barrios Secretary/Director 1.0 40.0 X X 0 276956 34334 Greg C Garland Director 0.0 0 X 0 0 0 Terri Lacy Director 0.0 0.0 X 0 0 0 Julie Baker Finck President 40.0 0 X 225646 0 32732 Kristen Stubbs Chief Development Officer 40.0 0 X 145740 0 19845 371386 736043 132917 3 false true false JACKSON AND COMPANY PO BOX 130260 HOUSTON TX 77219 EVENT CATERING-RENTALS 136832 1 0 0 2455381 200039 0 1979164 73209 4634584 0 0 0 0 0 92934 92934 0 0 740282 667659 72623 0 72623 72623 190946 2455381 584902 -393956 -393956 0 0 0 0 0 4406185 0 0 -228399 1037863 1037863 258388 206943 12997 38448 463750 274048 83955 105747 24763 13509 4941 6313 50338 37051 11565 1722 51439 33747 8093 9599 126641 126641 2289 2289 550 550 254463 136805 0 117658 43623 13982 29641 667161 624426 23296 19439 19758 458 19300 93083 93083 10578 7362 2781 435 9770 8427 1343 2508 2508 1558 1558 Payroll Processing 25671 18209 4378 3084 Dues & Subscriptions 957 957 Credit Card Fees 18875 18875 0 0 0 0 3164026 2540978 270744 352304 5696638 3031241 0 0 0 7406 7772 15046 15046 2508 0 2952578 0 734589 0 0 0 5706552 6726180 212729 175315 0 0 0 212729 175315 X 5493823 6550865 5493823 6550865 5706552 6726180 X 1242159 -185092 268500 -268525 X false true X true false X X X 1 Greater Houston Community Foundation 237160400 8 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15046 15046 0 0 734589 F 734589 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FOUNDATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2018, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEARS 2015 THROUGH 2017 WITH LIMITED EXCEPTIONS. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES. true Central America and the Caribbean 0 0 Investments 653000 Europe (Including Iceland and Greenland) 0 0 Investments 77000 0 0 0 0 0 0 730000 0 730000 false false false true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Grants recommended from donor advised funds are processed after due diligence is completed to verify the grantee organization's nonprofit status, and the process includes verification that the grant funds are received by the organization. International grants are processed with the assistance of an outside consultant, who performs the required due diligence, provides the foundation with reports, and verifies that the funds are received by the international nonprofit. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Grants recommended from donor advised funds are processed after due diligence is completed to verify the grantee organization's nonprofit status, and the process includes verification that the grant funds are received by the organization. International grants are processed with the assistance of an outside consultant, who performs the required due diligence, provides the foundation with reports, and verifies that the funds are received by the international nonprofit. Celebration of Reading 2038375 1941295 97080 155550 96127 5000 22705 Power of Literacy 343985 303819 40166 43348 7870 57225 26179 1 263967 210267 53700 3169 59672 16752 91305 2646327 2455381 190946 3169 258570 103997 78977 140189 584902 -393956 true Adult Reading Center Inc 2246 North Washington Avenue Pearland TX 77581 760229186 501(C)(3) 10000 This grant is sponsorship for the 2018 Red Hat Literacy Luncheon per an agreement signed in January 2018. The donor advisor will be attending. Adult Reading Center Inc 2246 North Washington Avenue Pearland TX 77581 760229186 501(C)(3) 10000 Agreement between Barbara Bush Houston Literacy Foundation and Adult Ready Center, Inc. to support the 6th Annual Red Carpet Gala. American Heart Association Inc 10060 Buffalo Speedway Houston TX 77054 135613797 501(C)(3) 12500 Agreement between Bush Houston Literacy and American Heart Association dated June 15, 2018 to support 2018 Camp Adventure Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 135688 To design and oversee the 2019 Camp Adventure! at three (3) designated Houston ISD elementary schools Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 17800 This is a grant agreement between Bush Houston Literacy Foundation and Children's Museum Inc. dated August 27, 2018 to support FLIP Kits for additional Read Houston Read Program Campuses. Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 18000 This grant is an agreement between Barbara Bush Houston Literacy Foundation and the Children's Museum of Houston for Read Houston Read, signed February 2018. Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 10000 This grant is an agreement between Barbara Bush Houston Literacy Foundation and Children's Museum Houston in support of the 2018 Welcome Baby Program, signed June 8, 2018. Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 91087 This grant is an agreement between BBHLF and Children's Museum of Houston to support Camp Adventure! Harris County Public Library Library Administration 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 200000 This grant is for the Memorandum of Understanding between Barbara Bush Houston Literacy Foundation and Harris County Public Library dated September 11, 2018 to support the Family Place Libraries at HCPL. Harris County Public Library Library Administration 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 20000 This is a grant agreement between Barbara Bush Houston Literacy Foundation and Harris County Public Library dated November 14, 2018. To support the Harris County Public Library for the purchase of books for the Curiosity Cruiser. Harris County Public Library Library Administration 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 48866 This is a grant between Bush Houston Literacy and Harris County Public Library to support year 2 programming of the Curiosity Cruiser. Higher Impact Ministries (HIM) 4637 Gano Street Houston TX 77009 473755514 501(C)(3) 24000 This grant provides support for professional development and technical assistance to childcare centers for Texas Rising Star standards. Higher Impact Ministries (HIM) 4637 Gano Street Houston TX 77009 473755514 501(C)(3) 15000 This grant provides operating support for HIM. Higher Impact Ministries (HIM) 4637 Gano Street Houston TX 77009 473755514 501(C)(3) 17500 This grant provides operating support for HIM to provide literacy programs in Independence Heights-area schools. Houston Area Urban League Inc Fund Development 1301 Texas Avenue Houston TX 77002 741611455 501(C)(3) 50000 This grant provides support for the delivery of Read and Rise family literacy programs within 8 HISD schools. Houston Area Urban League Inc Fund Development 1301 Texas Avenue Houston TX 77002 741611455 501(C)(3) 3500 This grant provides operating support for Camp Adventure! summer learning program. Houston Baptist University Office of Advancement 7502 Fondren Road Houston TX 77074 741400699 501(C)(3) 7500 This grant supports the creation of a Literacy Lab in the Education Department of HBU. Houston Children's Charity 1600 West Loop South Suite 610 Houston TX 77027 760135741 501(C)(3) 10000 Agreement between Barbara Bush Houston Literacy Foundation and Houston Children's Charity dated November 2, 2018 to support Houston Children's Charity 22nd Annual Gala. The donor advisor will be attending. Houston Independent School District Foundation 4400 West 18th Street Houston TX 77092 760424529 501(C)(3) 5000 This grant is Mentor level table sponsorship for the 2018 State of the Schools Luncheon, program recognition, and complimentary valet parking. The donor advisor will be attending. Houston Public Library Foundation Inc 500 McKinney Street Houston TX 77002 741926301 501(C)(3) 65000 This grant is a Janaury 2018 agreement between BBHLF and Houston Public Library Foundation to be distributed as follows: $50,000.00 for the book vending machine and $15,000.00 for operations. Houston Public Library Foundation Inc 500 McKinney Street Houston TX 77002 741926301 501(C)(3) 6000 Houston Public Library support for a site visit to the Office of Adult Education in Philadelphia, Pennsylvania Houston Symphony Society 615 Louisiana Street Suite 102 Houston TX 77002 741157373 501(C)(3) 18000 This grant is an April 2018 agreement between BBHLF and the Houston Symphony Society to provide 4 Community Embedded Musicians (CEMs) for Camp Adventure! HYPE Freedom School Inc PO Box 14971 Houston TX 77221 465133254 501(C)(3) 15000 This grant is an agreement between BBHLF and HYPE Freedom School to support its Children's Defense Fund (CDF) Freedom Schools program. Latino Learning Center Inc 3255 Polk Street Houston TX 77003 742103741 501(C)(3) 5000 This grant is Titanium level support for a table of ten at the Humanitarian Awards Luncheon. The donor advisor will be attending. Making It Better 14781 Memorial Drive Suite 25 Houston TX 77079 562571141 501(C)(3) 2500 This grant is Sprout level sponsorship for a table of ten at the Making It Better 5th Annual Guild Luncheon. The donor advisor will be attending. Making It Better 14781 Memorial Drive Suite 25 Houston TX 77079 562571141 501(C)(3) 15000 This grant provides support for the creation of The Reading Express mobile library. New Hope Housing Inc 3315 Harrisburg Blvd Suite 400 Houston TX 77003 731419279 501(C)(3) 25000 Agreement between Barbara Bush Houston Literacy and New Hope Housing, Inc. to support Sponsorship of the Children's Library to be dedicated in honor of Mrs. Barbara Bush on behalf of Ladies for Literacy Guild. Radiant Authentic Resilient Equipped Pearls 1302 Waugh Drive Suite 991 Houston TX 77019 465435944 501(C)(3) 5000 This grant is Resilient level sponsorship for a table of ten at the 2018 Pumps and Pearls Scholarships and Awards Luncheon. The donor advisor will be attending. Southeast Houston Community Development Corporation PO Box 3301 Houston TX 772533301 760472123 501(C)(3) 10120 Grant agreement between Barbara Bush Houston Literacy Foundation and EastSide University Adult Education and Development to support EastSide University's adult basic education and High School Equivalency exam preparation classes. The Barbara Bush Foundation for Family Literacy 516 North Adams Street Tallahassee FL 32301 260587238 501(C)(3) 145302 This grant is the due share of the proceeds from the 2018 'A Celebration of Reading' event held in Houston. The Salvation Army - Southern Territory Greater Houston Area Command 1500 Austin Street Houston TX 77002 580660607 501(C)(3) 5000 This grant is half of a $10,000.00 sponsorship for the 2018 Reflections on Style event in April at the River Oaks Country Club. The donor advisor will be attending. 19 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS RECOMMENDED ARE PROCESSED AFTER DUE DILIGENCE IS COMPLETED TO VERIFY THE GRANTEE ORGANIZATION'S NONPROFIT STATUS, AND THE PROCESS INCLUDES VERIFICATION THAT GRANT FUNDS ARE RECEIVED BY THE ORGANIZATION. X X false true false false false false false false true true Stephen D Maislin Treasurer/Director 0 302932 0 156155 0 0 0 16500 0 29506 0 505093 0 0 Renee Wizig-Barrios Secretary/Director 0 207456 0 69500 0 0 0 16500 0 17834 0 311290 0 0 Julie Baker Finck President 190646 0 35000 0 0 0 12855 0 19877 0 258378 0 0 0 Kristen Stubbs Chief Development Officer 143240 0 2500 0 0 0 8802 0 11043 0 165585 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE RELATED ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH AN EXECUTIVE EMPLOYED BY GREATER HOUSTON COMMUNITY FOUNDATION. THE TERM OF THE AGREEMENT IS COEXTENSIVE WITH THE TERM OF THE EMPLOYEE'S EMPLOYMENT WITH THE FOUNDATION. THE AGREEMENT PROVIDES ONLY DEFERRED AND CONTINGENT COMPENSATION WHICH IS PAYABLE AS THE EMPLOYEE BECOMES VESTED IN THAT COMPENSATION. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THE DEFERRED COMPENSATION AGREEMENT DISCLOSED IN LINE 4B IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). X Various items for charity auction 123 73209 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Various items for charity auction Number or Contributions Form 990, Part I, Line 6 PART I, LINE 6 THE FOUNDATION UTILIZED THE TIME AND TALENTS OF 1625 CORE VOLUNTEERS IN 2018. THESE VOLUNTEERS CAME FROM BOARD MEMBERS (6), AMERICORPS VISTA (13) AND AMERICORPS ASSOCIATES MEMBERS (6), INTERNS (4), AUXILIARY GROUPS (500), VOLUNTEERS SUPPORTING MY HOME LIBRARY, CAMP ADVENTURE AND OTHER FOUNDATION PROGRAMS (1096). Form 990, Part III, Line 1 PART III, LINE 1 THE FOUNDATION IS LEADING THE WAY AND TAKING ACTION TO REVERSE THE DISASTROUS SOCIAL AND ECONOMIC IMPACTS CAUSED BY THE VICIOUS CYCLE OF LOW LITERACY IN OUR CITY. WE ENVISION A THRIVING CITY IN WHICH EVERY PERSON POSSESSES THE LITERACY SKILLS NEEDED TO REACH HIS OR HER FULL POTENTIAL IN LIFE, AND THE CYCLE OF LOW LITERACY AND POVERTY AMONG FAMILIES COMES TO AN END. TO THIS END, THE FOUNDATION HAS TAKEN ON FOUR IMPORTANT KEY ROLES FOR IMPACT IN THE COMMUNITY: WE INCREASE AWARENESS: WE SERVE AS A CHAMPION FOR THE LITERACY CAUSE IN HOUSTON BY UNITING LITERACY ORGANIZATIONS AROUND COMMON MESSAGES AND CONSISTENT DATA AND PROVIDING TIMELY AND RELEVANT INFORMATION TO THE COMMUNITY. WE CONTRIBUTE RESEARCH AND INNOVATION: WE SPAWN INNOVATION AND ISSUE LITERACY-FOCUSED PUBLICATION ON PERTINENT TOPICS THAT INFORM CONSTITUENTS OF EFFECTIVE STRATEGIES AND TOOLS TO INCREASE LITERACY SKILL DEVELOPMENT AND ACHIEVEMENT LEVELS. WE MOBILIZE VOLUNTEERS: WE EXPAND THE CAPACITY OF SCHOOL DISTRICTS, LIBRARIES, AND NONPROFIT LITERACY SERVICE PROVIDERS ACROSS HOUSTON TO BOOST LITERACY RATES THROUGH THE USE OF VOLUNTEERS WHO GIVE OF THEIR TIME AND TALENT. WE INVEST IN COMMUNITY IMPACT: WE PROVIDE FINANCIAL AND OTHER RESOURCES IN SUPPORT OF NEIGHBORHOOD-BASED COLLECTIVE IMPACT EFFORTS THAT BRING TOGETHER CROSS-STAKEHOLDERS FOCUSED ON IMPROVING LITERACY RATES AND BREAKING THE CYCLE OF POVERTY. Form 990, Part V, Line 2a PART V, LINE 2A THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS A CO-EMPLOYER WITH INSPERITY THROUGH THE CENTER FOR COMMUNITY INITIATIVES OF THE GREATER HOUSTON COMMUNITY FOUNDATION AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS TAX IDENTIFICATION NUMBER. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons NEIL BUSH, CHAIR, AND MARIA BUSH, VICE CHAIR - Family relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINAL DOCUMENT WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE Assistant Controller AND CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION PREPARES AND REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE TWO INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRESIDENT AND KEY STAFF OF THE BARBARA BUSH HOUSTON LITERACY FOUNDATION FOR THEIR REVIEW. ONCE REVIEWED BY THE KEY STAFF AT THE BARBARA BUSH HOUSTON LITERACY FOUNDATION AND UPDATED BY THE GREATER HOUSTON COMMUNITY FOUNDATION WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THE PRESIDENT OF BBHLF FOR FINAL REVIEW AND APPROVAL PRIOR TO DISTRIBUTION TO THE GOVERNING BOARD. Form 990, Part VI, Line 12c Conflict of interest policy THE BARBARA BUSH HOUSTON LITERACY FOUNDATION BOARD OF DIRECTORS SUBMITTED A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL BOARD MEETING. BOARD OF DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY (OR UPON THE OCCASION THAT A CONFLICT ARISES). Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BARBARA BUSH HOUSTON LITERACY FOUNDATION ORDERS A COMPENSATION REPORT FROM INSPERITY SHOWING JOB DESCRIPTIONS, COMPENSATION, AND REPRESENTATIVE PAY RATES FOR THE LABOR MARKET. ADDITIONALLY, THE FOUNDATION'S PRESIDENT HAS BEEN GRANTED FULL PERMISSION BY THE BOARD OF DIRECTORS TO HIRE AT HER DISCRETION. Form 990, Part VI, Line 18 How forms are made available to the public Form 990 is available online but other docs available upon request. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT AUDITED. A COPY OF THE COMBINED AUDITED FINANCIALS FOR THE RELATED ORGANIZATION, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Gift Refunds - -25; Expense related to donated services - -268500; GREATER HOUSTON COMMUNITY FOUNDATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(c)(3) 8 NA false false false true false false false false false false false false false true false false false false false false