ANN RICHARDS SCHOOL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANN RICHARDS SCHOOL FOUNDATION (EIN 26-4231160)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-04-25
- IRS object ID
- 201931159349300108
- Schema version
- 2017v2.2
- 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 | 2019-04-25T06:11:29-07:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montemayor Britton Bender PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 Wallingwood Drive Bldg 1 Ste 2 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264231160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ann Richards School Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNR | BusinessNameControlTxt |
| Phone | 5128414035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 41072 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LONG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5128414035 | PhoneNum |
| Signature | 2019-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY BRITTON CPA | PreparerPersonNm |
| PTIN | P00054732 | PTIN |
| Phone | 5124420380 | PhoneNum |
| Preparation | 2019-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.28.82.136 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-25 | IPDt |
| IP Tm | 06:11:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 507F57C9849BFAA4E05698C05B3DD85E43EC5F39 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 507F57C9849BFAA4E05698C05B3DD85E43EC5F39 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER LONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2206 Prather Lane | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,188,405 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.annrichardsschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ANN RICHARDS SCHOOL FOUNDATION IS ESTABLISHED FOR THE PURPOSE OF RAISING FUNDS TO ENHANCE THE PROGRAMS OF THE ANN RICHARDS SCHOOL, A PUBLIC SCHOOL WITHIN THE AUSTIN INDEPENDENT SCHOOL DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $379,937 | PYContributionsGrantsAmt |
| CY Contributions Grants | $583,240 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150,056 | PYInvestmentIncomeAmt |
| CY Investment Income | $178,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $256,241 | PYOtherRevenueAmt |
| CY Other Revenue | $333,981 | CYOtherRevenueAmt |
| PY Total Revenue | $786,234 | PYTotalRevenueAmt |
| CY Total Revenue | $1,096,035 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $284,197 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $317,132 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,447 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $513,496 | PYOtherExpensesAmt |
| CY Other Expenses | $723,948 | CYOtherExpensesAmt |
| PY Total Expenses | $797,693 | PYTotalExpensesAmt |
| CY Total Expenses | $1,041,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,459 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,049,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,407,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,016,703 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,384,718 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Ann Richards School Foundation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $746,083 | ExpenseAmt |
| Desc | THE ANN RICHARDS SCHOOL FOUNDATION SUPPLEMENTS PROGRAMMING PROVIDED BY THE SCHOOL DISTRICT. IN ADDITION TO THE FUNDRAISING PROGRAM, ENHANCEMENT PROGRAMMING SUPPORTED BY THE ANN RICHARDS SCHOOL FOUNDATION INCLUDES: COLLEGE BOUND PROGRAMMING, SCIENCE, TECHNOLOGY, ENGINEERING AND MATH PROGRAMMING; TEACHER PROFESSIONAL DEVELOPMENT SUMMER PROGRAMS, AND OTHER CURRICULUM SUPPORT. | Desc |
| Total Program Service Expenses | $746,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LONG | PersonNm |
| Phone | 5128414035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2206 Prather Lane | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| THERESA ALVAREZ | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR PAT FORGIONE | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE COVERT | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY ESPARZA | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELYN HAWKINS | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NONA NILAND | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEHRON AZARMEHR | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN BURGESS | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY HADASH | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM EDWARDS | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA KENNEDY | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDMUND OROPEZ | |||||||
| AISD Position | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE MCLANE | |||||||
| Board Member | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERI O'GLEE | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN FORSHEY | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN MCBEE | |||||||
| YWPN Position | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY HERMAN | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINA WAUGH | |||||||
| Principal | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN RICHARDS | |||||||
| Chair Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA OWENS | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGOT THOMAS | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET WALKOW PHD | |||||||
| Board Member | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRISTINA TZINTZUN | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN JONES | |||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE MORSE | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTEN VASSALLO | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTANN VASQUEZ | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WILLIAMS | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER LONG | |||||||
| Executive Director | 40.00 | Yes (X) | $110,919 | $0 | $7,509 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,919 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,509 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $28,252 | GovernmentGrantsAmt |
| All Other Contributions | $554,988 | AllOtherContributionsAmt |
| Total Contributions | $583,240 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,814 | TotalRevenueColumnAmt |
| Exclusion | $178,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $359,803 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $92,370 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,433 | TotalRevenueColumnAmt |
| Exclusion | $267,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Miscellaneous Revenue | 900099 | $9,023 | $9,023 | |
| Reimbursement Income | 900099 | $57,525 | $57,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,548 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,096,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,525 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $455,270 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,150 | TotalAmt |
| Program Services | $37,227 | ProgramServicesAmt |
| Management And General | $21,692 | ManagementAndGeneralAmt |
| Fundraising | $54,231 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,530 | TotalAmt |
| Program Services | $73,012 | ProgramServicesAmt |
| Management And General | $18,755 | ManagementAndGeneralAmt |
| Fundraising | $51,763 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,435 | TotalAmt |
| Program Services | $15,179 | ProgramServicesAmt |
| Management And General | $8,914 | ManagementAndGeneralAmt |
| Fundraising | $14,342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,017 | TotalAmt |
| Program Services | $9,786 | ProgramServicesAmt |
| Management And General | $3,279 | ManagementAndGeneralAmt |
| Fundraising | $8,952 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,015 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,015 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,293 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $53,293 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,007 | TotalAmt |
| Program Services | $841 | ProgramServicesAmt |
| Management And General | $6,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,149 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,149 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,505 | TotalAmt |
| Program Services | $3,505 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,705 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Enhancement Programs | $552,182 | $552,182 | $0 | $0 |
| Austin Asset Fees | $42,212 | $42,212 | $0 | $0 |
| Donor Recognition | $4,727 | $0 | $0 | $4,727 |
| Program Event Expenses | $27,040 | $10,676 | $0 | $16,364 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,113 | TotalAmt |
| Program Services | $1,463 | ProgramServicesAmt |
| Management And General | $3,582 | ManagementAndGeneralAmt |
| Fundraising | $8,068 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,080 | TotalAmt |
| Program Services | $746,083 | ProgramServicesAmt |
| Management And General | $136,550 | ManagementAndGeneralAmt |
| Fundraising | $158,447 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,035 | BOYAmt |
| EOY | $10,174 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,355 | BOYAmt |
| EOY | $108,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,524 | BOYAmt |
| EOY | $66,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,267 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,339 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,765,264 | BOYAmt |
| EOY | $7,207,625 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,419 | BOYAmt |
| EOY | $8,002 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,049,597 | BOYAmt |
| EOY | $7,407,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,894 | BOYAmt |
| EOY | $22,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,894 | BOYAmt |
| EOY | $22,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,877,499 | BOYAmt |
| EOY | $5,205,642 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,343 | BOYAmt |
| EOY | $676,211 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,861 | BOYAmt |
| EOY | $1,502,865 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,016,703 | BOYAmt |
| EOY | $7,384,718 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,049,597 | BOYAmt |
| EOY | $7,407,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $313,060 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $802,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,172,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,086,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,240 | CurrentTaxYearAmt |
| Total | $4,025,496 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $802,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,172,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,086,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,240 | CurrentTaxYearAmt |
| Total | $4,025,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $510,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,514,693 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,814 | CurrentTaxYearAmt |
| Total | $435,366 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$22,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,351 | CurrentTaxYearAmt |
| Total | $676,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,136,967 | TotalSupportAmt |
| Public Support CY170 | 0.68420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Special Events 2013: -10035. 2014: -23963. 2015: -4643. 2016: 221258. 2017: 359803. Description: Miscellaneous Revenue 2013: 9207. 2014: 1223. 2015: 21724. 2016: 34983. 2017: 66548. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,583,042 | BeginningYearBalanceAmt |
| Contributions | $3,411,381 | ContributionsAmt |
| Investment Earnings Or Losses | $379,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,472 | OtherExpendituresAmt |
| End Year Balance | $6,288,858 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,339,470 | BeginningYearBalanceAmt |
| Contributions | $8,605 | ContributionsAmt |
| Investment Earnings Or Losses | $249,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,964 | OtherExpendituresAmt |
| End Year Balance | $2,583,042 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,196,018 | BeginningYearBalanceAmt |
| Contributions | $13,442 | ContributionsAmt |
| Investment Earnings Or Losses | $143,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,479 | OtherExpendituresAmt |
| End Year Balance | $2,339,470 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $626,297 | BeginningYearBalanceAmt |
| Contributions | $1,684,018 | ContributionsAmt |
| Investment Earnings Or Losses | -$108,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,623 | OtherExpendituresAmt |
| End Year Balance | $2,196,018 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $565,740 | BeginningYearBalanceAmt |
| Contributions | $18,440 | ContributionsAmt |
| Investment Earnings Or Losses | $44,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500 | OtherExpendituresAmt |
| End Year Balance | $626,297 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,267 | DepreciationAmt |
| Book Value | $6,339 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,339 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,501,465 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $313,060 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $313,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,188,405 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$92,370 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$92,370 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,096,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,133,450 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $92,370 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,370 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,041,080 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,041,080 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The Endowment Fund was established to provide a stable source of support for enhancement programming. Investment earnings from these funds wil be used for Enhancement programs and operations. Endowment funds are intended to provide long-term sustainability for the organization's operations and mission and to support programs at the Ann Richards School that are beyond the curriculum and funding of the Austin Independent School District. |
| Pt XI, Line 4b | Special Event expenses netted against revenue $92,370 |
| Pt XII, Line 2d | Special Event expenses netted against revenue $92,370 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Reach for the Stars | Event1Nm |
| Gross Receipts Event1 | $359,803 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $359,803 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $73,640 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,730 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $359,803 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $359,803 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $73,640 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,730 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $92,370 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $267,433 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Executive Director and the Treasurer review the Form 990. Notice is sent to the Executive Committee and full board for review prior to submission. |
| Pt VI, Line 12c | The conflict of interests policy is included in the organization's by-laws. At the beginning of the fiscal year each board member is required to sign a conflict of interest form. |
| Pt VI, Line 15a | A review of industry standards and a range for fees were approved by the Executive Committee for employed individuals. |
| Pt VI, Line 19 | Financial statements, conflict of interest policy and governing documents are made available upon request. |
| Pt XI | Form 990(2017), Part XI, line 5, page 12 - Other changes in net assets or fund balances: Net Unrealized Gain on Investments of $313,060 |
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