FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC (EIN 76-0216422)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-06-04
- IRS object ID
- 201931559349300113
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-04T08:45:58-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760361151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRINKLE GARDNER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1707 | AddressLine1Txt |
| City | FRIENDSWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77549 | 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 | 760216422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EDUCATION AND RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | IN VISION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7137431795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 CALHOUN RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMY WADLEY OD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7137431795 | PhoneNum |
| Signature | 2019-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS GARDNER CPA | PreparerPersonNm |
| PTIN | P00450966 | PTIN |
| Phone | 2813381120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.102.136.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-04 | IPDt |
| IP Tm | 08:45:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 604B594B96FB3F345A0AC281B0DE07E42537F9EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 604B594B96FB3F345A0AC281B0DE07E42537F9EC | 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 | JIMMY WADLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 SOUTH LEGGETT | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,921,518 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND RESEARCH IN VISION | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $547,344 | PYContributionsGrantsAmt |
| CY Contributions Grants | $686,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $680,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $803,562 | CYProgramServiceRevenueAmt |
| PY Investment Income | $175,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $156,927 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,584 | PYOtherRevenueAmt |
| CY Other Revenue | $26,185 | CYOtherRevenueAmt |
| PY Total Revenue | $1,445,524 | PYTotalRevenueAmt |
| CY Total Revenue | $1,673,487 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $378,381 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $153,656 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $744,486 | PYOtherExpensesAmt |
| CY Other Expenses | $1,103,647 | CYOtherExpensesAmt |
| PY Total Expenses | $1,122,867 | PYTotalExpensesAmt |
| CY Total Expenses | $1,257,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $322,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $416,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,740,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,512,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,740,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,353,020 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATION AND RESEARCH IN VISION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $772,077 | ExpenseAmt |
| Revenue | $803,562 | RevenueAmt |
| Desc | EXPENSES OF SPONSORING THE UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY CONTINUING EDUCATION PROGRAM FOR PROFESSIONAL OPTOMETRISTS TO MEET STATE CONTINUING EDUCATION REQUIREMENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $306,296 | ExpenseAmt |
| Grant | $153,656 | GrantAmt |
| Desc | SUPPORT FOR REGIONAL AND NATIONAL VISION RELATED PROGRAMS AND ORGANIZATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $63,958 | ExpenseAmt |
| Desc | CONTRIBUTIONS TO UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY AND OTHER VISIONARY AND HEALTH RELATED ORGANIZATIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,142,331 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | 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 | 0 | 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIZ MAUZY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137431795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 CALHOUN RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN COBLE OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VISSETT SUN OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN ELLISOR OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF JONES OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JERALD STRICKLAND OD PHD FAAO | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DESIREE HOPPING OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN PRATI OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER THOMPSON OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STACIE VIRDEN OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE NGUYEN OD | ||||||
| PAST PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEBORAH BERNAY OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ANNUZIATO OD | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN J BLOUNT | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIMMY WADLEY OD | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM D ALTIG OD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON CAVE OD | ||||||
| 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 | $686,813 | AllOtherContributionsAmt |
| Total Contributions | $686,813 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUING EDUCATION | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $803,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $803,562 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $803,562 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,927 | TotalRevenueColumnAmt |
| Exclusion | $156,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $257,750 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $236,591 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,159 | TotalRevenueColumnAmt |
| Exclusion | $21,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,466 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,440 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,026 | TotalRevenueColumnAmt |
| Exclusion | $5,026 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,673,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $803,562 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $183,112 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,656 | TotalAmt |
| Program Services | $153,656 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAMS - CONTINUING E | $772,077 | $772,077 | |
| PROGRAMS - OTHER | $152,640 | $152,640 | |
| GEN & ADM - OTHER | $65,453 | $65,453 | |
| PROGRAMS - COLLEGE OPER | $63,958 | $63,958 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,519 | TotalAmt |
| Management And General | $49,519 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,303 | TotalAmt |
| Program Services | $1,142,331 | ProgramServicesAmt |
| Management And General | $114,972 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,069 | BOYAmt |
| EOY | $712,540 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,257 | BOYAmt |
| EOY | $20,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,209,036 | BOYAmt |
| EOY | $5,779,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,362 | BOYAmt |
| EOY | $6,512,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,334 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $138,731 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $159,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,262 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,362 | BOYAmt |
| EOY | $6,302,758 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,362 | BOYAmt |
| EOY | $6,353,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,362 | BOYAmt |
| EOY | $6,512,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $416,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $266,646 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$70,172 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $671,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $630,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $620,269 | CurrentTaxYearAmt |
| Total | $3,338,378 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $671,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $630,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $620,269 | CurrentTaxYearAmt |
| Total | $3,338,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,338,378 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,927 | CurrentTaxYearAmt |
| Total | $685,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,023,637 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,466 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,349,916 | BeginningYearBalanceAmt |
| Contributions | $620,269 | ContributionsAmt |
| Investment Earnings Or Losses | $266,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $153,656 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,083,175 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,982,841 | BeginningYearBalanceAmt |
| Contributions | $296,346 | ContributionsAmt |
| Investment Earnings Or Losses | $125,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $54,510 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,349,916 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,430,428 | BeginningYearBalanceAmt |
| Contributions | $502,968 | ContributionsAmt |
| Investment Earnings Or Losses | $101,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,982,841 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,200,260 | BeginningYearBalanceAmt |
| Contributions | $208,229 | ContributionsAmt |
| Investment Earnings Or Losses | $120,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,540 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,873 | AdministrativeExpensesAmt |
| End Year Balance | $3,430,427 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,878,447 | BeginningYearBalanceAmt |
| Contributions | $243,353 | ContributionsAmt |
| Investment Earnings Or Losses | $100,649 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,189 | AdministrativeExpensesAmt |
| End Year Balance | $3,200,260 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,188,164 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $266,646 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $266,646 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,921,518 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$248,031 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$248,031 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,673,487 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,505,334 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $248,031 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $248,031 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,257,303 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,257,303 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS SUBJECT TO TERMS OF ENDOWMENT |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COGS SALE OF INVENTORY FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS SALE OF INVENTORY FUNDRAISING EXPENSES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STUDENT ACTIVITIES | Event1Nm |
| Gross Receipts Event1 | $257,750 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $257,750 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $236,591 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $257,750 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $257,750 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $236,591 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $236,591 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,159 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 54 | RecipientCnt |
| Cash Grant | $153,656 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY BOARD OF DIRECTORS AND APPROVED BEFORE FILING |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | PY ADJUSTMENTS -70,172. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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