ALTRUSA INTERNATIONAL FOUNDATION INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ALTRUSA INTERNATIONAL FOUNDATION INC (EIN 75-2294489)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2019-04-08
IRS object ID: 201910989349200741
Schema version: 2017v2.3
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
Form 990-EZ
Schedule A
Schedule O
Transfer Prsnl Bnft Contracts Decl

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-08T19:23:05-05:00	ReturnTs
Tax Period End	2018-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	462013344	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Holly C Roundtree CPA PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5001 Spring Valley Road Suite 250-E	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75244	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752294489	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Altrusa International of Downtown	BusinessNameLine1Txt
Business Name Line2	Dallas Foundation Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ALTR	BusinessNameControlTxt
Phone	9724044434	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5001 Spring Valley Road No 250-E	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75244	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Marrie Smith	PersonNm
Person Title	Chair of Foundation Board	PersonTitleTxt
Phone	2142260876	PhoneNum
Signature	2019-04-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Holly C Roundtree	PreparerPersonNm
PTIN	P00046910	PTIN
Phone	9724044434	PhoneNum
Preparation	2019-04-08	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	99.124.225.28	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-08	IPDt
IP Tm	19:22:49	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	CDDF8D1648A5E09E15896613C8FC2B5B2466C642	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CDDF8D1648A5E09E15896613C8FC2B5B2466C642	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Group Exemption	0024	GroupExemptionNum
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	www.altrusadtd.com	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$7,211	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$6,854	ContributionsGiftsGrantsEtcAmt
Investment Income	$357	InvestmentIncomeAmt
Total Revenue	$7,211	TotalRevenueAmt
Grants And Similar Amounts Paid	$16,396	GrantsAndSimilarAmountsPaidAmt
Other Expenses Total	$1,742	OtherExpensesTotalAmt
Total Expenses	$18,138	TotalExpensesAmt
Excess Or Deficit For Year	-$10,927	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$90,748	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$79,821	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$90,748	BOYAmt
EOY	$79,821	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$90,748	BOYAmt
EOY	$79,821	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$90,748	BOYAmt
EOY	$79,821	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	The purpose of Altrusa International Inc. of Downtown Dallas Foundation is:-- to make and award, without limitation as to amount to any one recipient or to all recipients, donations, gifts, contributions, scholarships, grants, fellowships, and/or loans from the income, assets, and property of the corporation;-- to engage in research;-- to conduct seminars and workshops;-- to publish materials;-- to make grants in furtherance of projects of Altrusa International, Inc., and/or Altrusa International Inc. of Downtown Dallas, Inc.;-- to engage in fund raising programs in furtherance of the purposes of the entity;-- to dispose of any and all of the corporation's assets and property to or for the benefit of any corporation, organization, fund, or foundation operated exclusively for charitable, educational, literary, or scientific purposes	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Grants And AllocationsGrantsAndAllocationsAmt	Program Service ExpensesProgramServiceExpensesAmt
Foundation for the Education of Young Women - This organization supports single gender education for economically disadvantaged girls through partnership with targeted public schools located primarily in large Texas metropolitan areas. Funds were used for college scholarships for graduating seniors at Irma Rangel Young Women's Leadership Academy in Dallas. Revenue was raised primarily from one donor who requested that scholarships be funded over a 7-10 year period out of the gift. Matching funds were raised during the current year through additional, new donations.	$8,000	$221
Aberg Center for Literacy - The mission of this organization is building richer lives, stronger families, and better communities through programs in English fluency, preparation for high school equivalency in English and Spanish, early childhood education, and family literacy. The organization has served more than 2,000 people since its founding in 2002 through its programs. The grant was provided to fund an After School Reading Program. Expenses were to purchase books and bookcases for the Reading Program.	$1,000	$2,656
Dallas Independent School District (DISD)- The DISD serves a diverse metropolitan population of 6.5 million people in 12 North Central Texas counties. DISD serves approximately 155,000 students in 230 schools. After Hurricane Harvey hit the Texas Gulf Coast on August 17, 2017, a large number of students evacuated from the Houston area to Dallas; many of these students enrolled in DISD. The grant was provided to fund school uniforms for the refugee students who had evacuated the Houston area.	$2,000	$0

Field	Value	IRS element (for citing)
Total Program Service Expenses	$2,877	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Barbara Kennedy
Director	1.00	$0	$0	$0
Fay Hamdan
BOD liaison	1.00	$0	$0	$0
Ann Worthy
Chair	1.00	$0	$0	$0
Judy Sall
Secretary	1.00	$0	$0	$0
Kim Schonwald
Treasurer	1.00	$0	$0	$0
Marrie Smith
Chair-Elect	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	0	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	0	OrganizationHadUBIInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend	$0	DirectIndirectPltclExpendAmt
Made Loans To From Officers	0	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Kim Schonwald	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5 Wooded Gate Drive	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75230	ZIPCd

Field	Value	IRS element (for citing)
Phone	9728976233	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Office	0	ForeignOfficeInd
Donor Advised Fnds	0	DonorAdvisedFndsInd
Operate Hospital	0	OperateHospitalInd
Tanning Services Provided	0	TanningServicesProvidedInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
School Operating	0	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (1)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,785	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$160,376	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,375	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,854	CurrentTaxYearAmt
Total	$200,323	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$51,952	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$4,036	CurrentTaxYearMinus1YearAmt
Total	$57,138	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,935	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$212,328	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,411	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,854	CurrentTaxYearAmt
Total	$257,461	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$257,461	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$2	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$559	CurrentTaxYearMinus1YearAmt
Current Tax Year	$357	CurrentTaxYearAmt
Total	$925	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$2	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$559	CurrentTaxYearMinus1YearAmt
Current Tax Year	$357	CurrentTaxYearAmt
Total	$925	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,935	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$212,330	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,940	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,970	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,211	CurrentTaxYearAmt
Total	$258,386	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99640	PublicSupportCY509Pct
Public Support PY509	0.99860	PublicSupportPY509Pct
Investment Income CY	0.00360	InvestmentIncomeCYPct
Investment Income PY	0.00140	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment Income	Description: Interest. Amount: 357.
Form 990-EZ, Part I, Line 10 - Payments to Affiliates	Affiliate Name: Altrusa International Foundation. Affiliate Address: 332 S. Michigan Avenue Chicago, IL 60604. Purpose of Payment: Further literacy projects. Amount of Payment: 500.
Form 990-EZ, Part I, Line 10 - Payments to Affiliates	Affiliate Name: Altrusa International Foundation. Affiliate Address: 332 S. Michigan Avenue Chicago, IL 60604. Purpose of Payment: Further international health projects. Amount of Payment: 210. Total included on Form 990-EZ, line 10: 710.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Scholarships for underprivileged high school seniors. Grantee Name: Young Women's Preparatory Network. Grantee Address: 1722 Routh Street, Suite 720 Dallas, TX 75201. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 8,000. Date of Gift: 04/27/18. Amount Given: 8,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Reading and Tutor Program. Grantee Name: Dolphin Heights Neighborhood Association. Grantee Address: 4819 Silver Avenue Dallas, TX 75223. Grantee Relationship: None. Property Description: School supplies. Method Used to Determine Book Value: Comparable sales. Method Used to Determine FMV: Comparable sales. Book Value of Property: 480. Date of Gift: 06/26/17. Amount Given: 480.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Help at-risk youths learn culinary skills. Grantee Name: Cafe Momentum. Grantee Address: 1510 Pacific Avenue Dallas, TX 75201. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 500. Date of Gift: 05/22/18. Amount Given: 500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Uniforms for Hurricane Harvey victims. Grantee Name: Dallas Independent School District. Grantee Address: 9400 N. Central Expressway Dallas, TX 75231. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 2,000. Date of Gift: 09/27/17. Amount Given: 2,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Reading Program Graduation Ceremony. Grantee Name: Literacy Achieves. Grantee Address: 4144 N. Central Expressway, Suite 702 Dallas, TX 75204. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 500. Date of Gift: 09/29/17. Amount Given: 500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Reading Program . Grantee Name: Aberg Center for Literacy. Grantee Address: 5100 Ross Avenue Dallas, TX 75206. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 1,000. Date of Gift: 11/25/17. Amount Given: 1,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Reading Program . Grantee Name: Aberg Center for Literacy. Grantee Address: 5100 Ross Avenue Dallas, TX 75206. Grantee Relationship: None. Property Description: Books, gift cards, bookcases. Method Used to Determine Book Value: Comparable sales. Method Used to Determine FMV: Comparable sales. Book Value of Property: 2,656. Date of Gift: 10/23/17. Amount Given: 2,656.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid	Activity Classification: Dell Computer for administrative office. Grantee Name: Shared Housing Center. Grantee Address: 402 N. Good Latimer Expressway Dallas, TX 75204. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 550. Date of Gift: 05/07/18. Amount Given: 550. Total included on Form 990-EZ, line 10: 15,686.
Form 990-EZ, Part I, Line 16 - Other Expenses	Description: Supplies for volunteer projects. Amount: 1,567. Description: Bank charges. Amount: 105. Description: Insurance. Amount: 10. Description: Computer service cost. Amount: 60. Total to Form 990-EZ, line 16: 1,742.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

Field	Value	IRS element (for citing)
Declaration	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.	DeclarationDesc

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