THE LAKE WHITNEY MINISTERIAL ALLIANCE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LAKE WHITNEY MINISTERIAL ALLIANCE (EIN 74-2466775)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-08
- IRS object ID
- 201930679349300208
- 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 | 2019-03-08T09:07:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741130599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTILLO BROWN & HILL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 475 | AddressLine1Txt |
| City | HILLSBORO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 766450475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742466775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE WHITNEY MINISTERIAL ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 2546943155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1502 | AddressLine1Txt |
| City | WHITNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WILLIAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142057872 | PhoneNum |
| Signature | 2019-03-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER MANNING | PreparerPersonNm |
| PTIN | P00589194 | PTIN |
| Phone | 2545822583 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.155.125.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-07 | IPDt |
| IP Tm | 11:19:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62807F9224A651F441EE1DF144502AE49AE0AF0B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62807F9224A651F441EE1DF144502AE49AE0AF0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24011 OAK SHADOW | AddressLine1Txt |
| City | WHITNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $274,610 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | MINISTERIAL ALLIANCE | OtherOrganizationDsc |
| Formation | 2011 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SERVICE NEEDS IN LAKE WHITNEY AREA | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $236,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $274,106 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $346 | PYInvestmentIncomeAmt |
| CY Investment Income | $504 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $237,160 | PYTotalRevenueAmt |
| CY Total Revenue | $274,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,067 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $346 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $135,020 | PYOtherExpensesAmt |
| CY Other Expenses | $64,089 | CYOtherExpensesAmt |
| PY Total Expenses | $135,020 | PYTotalExpensesAmt |
| CY Total Expenses | $142,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $102,140 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $132,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $676,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $809,938 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $676,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $809,938 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SERVICE NEEDS IN LAKE WHITNEY AREA | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,811 | ExpenseAmt |
| Grant | $40,915 | GrantAmt |
| Desc | FOOD BANK: PROVIDES FOOD AND PERSONAL PRODUCT ITEMS TO THOSE IN NEED. FOOD BANK IS OPEN THREE DAYS PER WEEK - MONDAY, WEDNESDAY & THURSDAY - 3 HOURS PER DAY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,988 | ExpenseAmt |
| Grant | $10,988 | GrantAmt |
| Desc | BENEVOLENCE: PROVIDES ASSISTANCE TO THOSE IN NEED FOR PRESCRIPTIONS, UTILITIES, GAS TO TRAVEL TO MEDICAL APPOINTMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,759 | ExpenseAmt |
| Grant | $18,759 | GrantAmt |
| Desc | JOINT COMMITTEE FOR CHRISTMAS: PROVIDES ANGEL TREE, SENIOR GIFTS, FOOD BASKETS AND GIFT CARDS FOR FOOD FOR THANKSGIVING AND CHRISTMAS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,405 | ExpenseAmt |
| Grant | $7,405 | GrantAmt |
| Desc | WEEKEND BACK PACK PROGRAM: PROVIDE CHILDREN IN NEED WITH A BACKPACK OF FOOD TO TAKE HOME OVER THE WEEKEND SO THAT THEY CAN HAVE NUTRITIONAL MEALS DURING THE DAYS THEY ARE NOT IN SCHOOL.SCHOOL SUPPLIES: PROVIDE SCHOOL SUPPLIES TO THE LOCAL ISD FOR DISTRIBUTION TO CHILDREN FROM LOW INCOME FAMILIES IN NEED OF SCHOOL SUPPLIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,405 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $7,405 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $97,963 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WILLIAMS TREASURER | PersonNm |
| Phone | 2142057872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24011 OAK SHADOW | AddressLine1Txt |
| City | WHITNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BETTY NEWMAN | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILLIP WOTTRICH | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GLENDA DUNN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAM ALBERTS | ||||||
| TREASURER UNTIL 7/15/2018 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN WILLIAMS | ||||||
| TREASURER 7/15/2018 TO PRESENT | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CONNIE STAHL | ||||||
| FOOD BANK CHAIR | 12.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY JACOBUS | ||||||
| BENEVOLENCE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GAY CRADDICK | ||||||
| JCC CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY NEWMAN | ||||||
| SCHOOL SUPPLY CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD SLATEN | ||||||
| CHAPLAIN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELSIE BURNEY | ||||||
| WORSHIP CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CONNIE MERRILL | ||||||
| BUILDING CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA VANWAGER | ||||||
| FOOD BANK DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $274,106 | AllOtherContributionsAmt |
| Noncash Contributions | $2,600 | NoncashContributionsAmt |
| Total Contributions | $274,106 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504 | TotalRevenueColumnAmt |
| Exclusion | $504 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $504 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985 | TotalAmt |
| Program Services | $1,985 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,082 | TotalAmt |
| Program Services | $76,082 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425 | TotalAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970 | TotalAmt |
| Management And General | $624 | ManagementAndGeneralAmt |
| Fundraising | $346 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,937 | TotalAmt |
| Program Services | $1,706 | ProgramServicesAmt |
| Management And General | $3,231 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,855 | TotalAmt |
| Program Services | $5,855 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853 | TotalAmt |
| Management And General | $853 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,674 | TotalAmt |
| Program Services | $4,674 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,334 | TotalAmt |
| Program Services | $7,661 | ProgramServicesAmt |
| Management And General | $673 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| SUBSTANTIAL DIVERSION O | $37,918 | $37,918 |
| MISCELLANEOUS | $123 | $123 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,156 | TotalAmt |
| Program Services | $97,963 | ProgramServicesAmt |
| Management And General | $43,847 | ManagementAndGeneralAmt |
| Fundraising | $346 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,419 | BOYAmt |
| EOY | $134,214 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,439 | BOYAmt |
| EOY | $40,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $675,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,482 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,201 | BOYAmt |
| EOY | $635,378 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,925 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,984 | BOYAmt |
| EOY | $809,938 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,984 | BOYAmt |
| EOY | $809,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,984 | BOYAmt |
| EOY | $809,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,984 | BOYAmt |
| EOY | $809,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $132,454 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $500 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $317,151 | BeginningYearBalanceAmt |
| Contributions | $75,044 | ContributionsAmt |
| Other Expenditures | $383,926 | OtherExpendituresAmt |
| End Year Balance | $8,269 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,772 | BeginningYearBalanceAmt |
| Contributions | $127,198 | ContributionsAmt |
| Other Expenditures | $166,819 | OtherExpendituresAmt |
| End Year Balance | $317,151 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,904 | BeginningYearBalanceAmt |
| Contributions | $136,868 | ContributionsAmt |
| End Year Balance | $356,772 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,124 | BeginningYearBalanceAmt |
| Contributions | $149,091 | ContributionsAmt |
| Other Expenditures | $16,311 | OtherExpendituresAmt |
| End Year Balance | $219,904 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $133,332 | ContributionsAmt |
| Other Expenditures | $46,208 | OtherExpendituresAmt |
| End Year Balance | $87,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,110 | OtherCostOrOtherBasisAmt |
| Book Value | $46,110 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $603,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,342 | DepreciationAmt |
| Book Value | $565,427 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,140 | DepreciationAmt |
| Book Value | $23,841 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $635,378 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITNEY INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SAN JACINTO | AddressLine1Txt |
| City | WHITNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Assistance | $1,985 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOOL SUPPLIES | NonCashAssistanceDesc |
| Purpose Of Grant | DONATION OF SCHOOL SUPPLIES TO LOCAL SCHOOL DISTRICT TO PASS OUT TO STUDENTS IN NEED | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FOOD BANK ASSISTANCE | 2162 | $40,915 | FOOD AND HOUSEHOLD PRODUCTS | ||
| BENEVOLENCE ASSISTANCE | 257 | $10,988 | |||
| CHRISTMAS ASSISTANCE | 750 | $18,759 | CHRISTMAS GIFTS | ||
| WEEKEND BACKPACK PROGRAM | 75 | $5,420 | FOOD ITEMS | FMV |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM ALBERTS | PersonNm |
| Rln Disqualified Person Org | BOARD TREASURER | RlnDisqualifiedPersonOrgTxt |
| Transaction | MISAPPROPRIATION OF $110,220 IN ORGANIZATION FUNDS OVER A THREE YEAR PERIOD. CHARGES WERE FILED AND THE INDIVIDUAL WAS CONVICTED. ORGANIZATION DID NOT HAVE INSURANCE. RESTITUTION WAS GRANTED TO THE ORGANIZATION BY THE COURTS; HOWEVER, FULL COLLECTION IS DOUBTFUL. | TransactionDesc |
| Transaction Corrected | 0 | TransactionCorrectedInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,142 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 350 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | .04 PER LB X 65K LBS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | DONATED STOCKS ARE HELD IN AND SOLD THROUGH AN ACCOUNT WITH FIDELITY INVESTMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 5 | SIGNIFICANT DIVERSION OF ASSETS BY FORMER TREASURER OF $110,220 WAS DISCOVERED DURING THE YEAR. MISAPPROPRIATION OF FUNDS COVERED A THREE YEAR PERIOD. CHARGES WERE FILED AND THE INDIVIDUAL WAS CONVICTED. ORGANIZATION DID NOT HAVE INSURANCE. RESTITUTION WAS AWARDED BY THE COURTS; HOWEVER, FULL RECOVERY IS DOUBTFUL. THE ORGANIZATION HAS ESTABLISHED PROCEDURES IN AN EFFORT TO PREVENT MISAPPROPRIATIONS IN THE FUTURE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION HAS NO EMPLOYEES AND PAYS NO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments