EDUCATION FOUNDATION FOR LOCKHART ISD: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION FOUNDATION FOR LOCKHART ISD (EIN 46-5345599)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-12
- IRS object ID
- 201923169349202877
- 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 | 2019-11-12T13:59:15-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742479082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Terry W Black CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 No Main Street | AddressLine1Txt |
| City | Lockhart | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786442122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 ISD | 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 | 78644 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Clark | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Black CPA | PreparerPersonNm |
| PTIN | P00230135 | PTIN |
| Phone | 5123989300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $106,949 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,285 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $88,664 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,856 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $69,808 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $88,093 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $55,239 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $935 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $64 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,737 | OtherExpensesTotalAmt |
| Total Expenses | $66,975 | TotalExpensesAmt |
| Excess Or Deficit For Year | $21,118 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $60,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,269 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,200 | BOYAmt |
| EOY | $66,786 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,951 | BOYAmt |
| EOY | $14,483 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,151 | BOYAmt |
| EOY | $81,269 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,151 | BOYAmt |
| EOY | $81,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | This organization exists exclusively for the charitable and educational purposes to benefit the Lockhart Independent School District by providing funds, services and property to supplement the district's teaching and education functions. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | $55,239 in funds were disbursed to Lockhart Independent School District this year to supplement their teaching and education functions. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $11,717 | GrantsAndAllocationsAmt |
| Program Service Expenses | $55,239 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,717 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
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 | ||
| Director | 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 | ||
| Director | 1.00 | $0 |
| James Lovett | ||
| Director | 0 | $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 | 0 | $0 |
| Chase Lore | ||
| Director | 0 | $0 |
| Rebecca Pulliam | ||
| Director | 1.00 | $0 |
| Rene Rayos | ||
| Director | 1.00 | $0 |
| Todd Blomerth | ||
| Director | 0 | $0 |
| Amelia Smith | ||
| Secretary | 1.00 | $0 |
| Wayne Walther | ||
| Executive Commi | 1.00 | $0 |
| Rob Ortiz | ||
| Director | 1.00 | $0 |
| Abel De La Cruz | ||
| VP Development | 1.00 | $0 |
| Ron Faulstich | ||
| Director | 1.00 | $0 |
| Allison Smith | ||
| Director | 1.00 | $0 |
| Aric Denton | ||
| Director | 0 | $0 |
| Derrick Bryant | ||
| Director | 0 | $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 |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 | 786441361 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $54,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,564 | CurrentTaxYearAmt |
| Total | $231,489 | 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 | $54,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,564 | CurrentTaxYearAmt |
| Total | $231,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $231,489 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $231,489 | TotalSupportAmt |
| 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 | $80,736 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $80,736 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,768 | OtherDirectExpensesEvent1Amt |
| Event2 | Student Showcase at LHS | Event2Nm |
| Gross Receipts Event2 | $7,928 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,928 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,088 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $88,664 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $88,664 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,856 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,856 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $69,808 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: Lockhart ISD | Donee's Address: 419 Bois D'Arc St. Lockhart TX 78644 | Cash Amount Given: $55239 |
| Other Expenses.1001 | Advertising and Promotion $796 |
| Other Expenses.1008 | Interest $155 |
| Other Expenses.1009 | Depreciation $108 |
| Other Expenses.1010 | Amortization $1360 |
| Other Expenses.1012 | Insurance $900 |
| Other Expenses.1 | Social Media Consultant $4500 |
| Other Expenses.2 | Great Grant Giveaway $1688 |
| Other Expenses.3 | Christmas Donuts $379 |
| Other Expenses.4 | Miscellaneous $316 |
| Other Expenses.5 | Teacher of the Month $270 |
| Other Expenses.6 | Lockhart ISD Convocation $150 |
| Other Expenses.7 | Dues $115 |
| Other Assets.1004 | Miscellaneous - Beginning $419 Miscellaneous - Ending $311 |
| Other Assets.1012 | Intangible Assets - Beginning $15532 Intangible Assets - Ending $14172 |
Comments