W OSCAR NEUHAUS MEMORIAL FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- W OSCAR NEUHAUS MEMORIAL FOUNDATION (EIN 74-2128239)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-28
- IRS object ID
- 201932409349300018
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-28T08:24:26-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 742128239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The W Oscar Neuhaus Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOSC | BusinessNameControlTxt |
| Phone | 7136647676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lise Shepherd CPA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2019-08-28 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| 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 | Tracy Weeden | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,439,261 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.neuhaus.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Neuhaus Education Center is dedicated to promoting reading success. Neuhaus provides evidence-based professional development and services to educators and school districts, provides information and resources to families and offers direct services to adult learners. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,910,721 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,925,165 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,688,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,105,933 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,068 | PYInvestmentIncomeAmt |
| CY Investment Income | $201,630 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$55,974 | PYOtherRevenueAmt |
| CY Other Revenue | -$85,081 | CYOtherRevenueAmt |
| PY Total Revenue | $5,802,991 | PYTotalRevenueAmt |
| CY Total Revenue | $6,147,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,530 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,170 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,008,187 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,648,788 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $7,350 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $430,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,536,015 | PYOtherExpensesAmt |
| CY Other Expenses | $2,405,928 | CYOtherExpensesAmt |
| PY Total Expenses | $6,602,732 | PYTotalExpensesAmt |
| CY Total Expenses | $6,109,236 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$799,741 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $38,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,949,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,405,833 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $596,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $621,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,352,932 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,784,512 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Neuhaus is dedicated to promoting reading success. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,117,580 | ExpenseAmt |
| Grant | $47,170 | GrantAmt |
| Revenue | $4,105,933 | RevenueAmt |
| Desc | Neuhaus provides evidence-based professional development to educators, provides information and resources to families, and offers direct services to adult learners. During 2018 and 2017, 3,517 and 4,789, respectively, teachers were trained on-site, online, and through distance learning opportunities, which represents 5,768 and 5,004 enrollments during 2018 and 2017, respectively. In 2018, Neuhaus Family Support Office received more than 3,702 contacts from parents and family members concerned about dyslexia and reading difficulties in their children. Free Parent Information Presentations on reading difficulties, especially dyslexia, multisensory, research-based literacy instruction, and the Texas dyslexia legislation occur monthly. The Collie Library and the Pi Beta Phi Audio-Visual Library at Neuhaus lend library materials locally. Also, Neuhaus hosts Fridays@Neuhaus, which are educational seminars for parents and professionals presented by Neuhaus instructional staff and guest speakers and College Share, which provides information to college-bound students with learning differences, their parents, and professionals. Lastly, College Panel is a presentation by college students with learning differences. The panelists talk about their college experiences and share their success stories. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $468,990 | ExpenseAmt |
| Desc | Neuhaus closely monitors current research being done on reading instruction and reading disorders for findings to be incorporated into its instructional programs. This commitment to providing the most up-to-date, scientifically researched methods is what makes Neuhaus unique in its field and ensures that teachers and students are offered the most effective programs available. The Teacher Professional Development Program consists of approximately thirty classes, in the areas of Phonemic Awareness; Instant Letter Recognition; Sequencing and Decoding Skills; Listening/Reading Comprehension; Scientific Spelling; Multisensory Handwriting, Grammar, Syntax, and Paragraph Structure; and Oral Language Development. Also, teachers are offered classes on how to apply the results of various intervention studies on metacognitive skills, language enrichment, and literacy for their readers. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,586,570 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lise Shepherd | PersonNm |
| Phone | 7136647676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ben B Andrews | ||||||||
| Chairman | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| George Edwards | ||||||||
| Finance Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Medora T Boone | ||||||||
| Co-Chair Dev | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert W Kirkland | ||||||||
| Co-Chair Dev | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Elena Denis | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Julie Do | ||||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Amy A Melton | ||||||||
| Past Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Scott Butler | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward B Crain | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Loretta Cross | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne S Harter | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Heller | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenny Roman Johnson | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Melissa Beckworth Rabalais | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Amy Thompson | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W Temple Webber III | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Munson Whitehead | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Young | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tracy Weeden | ||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $250,000 | $0 | $15,785 | ||
| Lise Shepherd | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $140,650 | $0 | $17,401 | ||
| Rayanne Darensbourg | ||||||||
| COO | 40.00 | 0.00 | Yes (X) | $139,550 | $0 | $12,333 | ||
| Mary Lou Slania | ||||||||
| VP of Prof Develop | 40.00 | 0.00 | $116,650 | $0 | $16,020 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $646,850 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $61,539 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Burnett Specialists | |||||
| PO Box 973940 | Dallas | TX | 75397 | Staffing | $436,913 |
| CopyDr | |||||
| 3814 Bissonnet St | Houston | TX | 77005 | Printing services | $277,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $359,704 | FundraisingAmt |
| All Other Contributions | $1,565,461 | AllOtherContributionsAmt |
| Noncash Contributions | $4,679 | NoncashContributionsAmt |
| Total Contributions | $1,925,165 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Educational Materials | 611710 | $1,123,170 | $1,123,170 |
| Tuition Fees | 611710 | $2,982,763 | $2,982,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,105,933 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,059 | TotalRevenueColumnAmt |
| Exclusion | $171,059 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $170,349 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,778 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,571 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,571 | TotalRevenueColumnAmt |
| Exclusion | $30,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,755 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $359,704 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $151,836 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,081 | TotalRevenueColumnAmt |
| Exclusion | -$85,081 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,147,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,105,933 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $116,549 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,170 | TotalAmt |
| Program Services | $47,170 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,719 | TotalAmt |
| Program Services | $416,239 | ProgramServicesAmt |
| Management And General | $116,612 | ManagementAndGeneralAmt |
| Fundraising | $42,868 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397,984 | TotalAmt |
| Program Services | $1,733,720 | ProgramServicesAmt |
| Management And General | $485,710 | ManagementAndGeneralAmt |
| Fundraising | $178,554 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,680 | TotalAmt |
| Program Services | $54,716 | ProgramServicesAmt |
| Management And General | $15,329 | ManagementAndGeneralAmt |
| Fundraising | $5,635 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,290 | TotalAmt |
| Program Services | $259,763 | ProgramServicesAmt |
| Management And General | $72,774 | ManagementAndGeneralAmt |
| Fundraising | $26,753 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,115 | TotalAmt |
| Program Services | $173,601 | ProgramServicesAmt |
| Management And General | $48,635 | ManagementAndGeneralAmt |
| Fundraising | $17,879 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,420 | TotalAmt |
| Management And General | $27,420 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
| Fundraising | $7,350 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,349 | TotalAmt |
| Management And General | $20,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,185 | TotalAmt |
| Program Services | $392,346 | ProgramServicesAmt |
| Management And General | $141,077 | ManagementAndGeneralAmt |
| Fundraising | $43,762 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,801 | TotalAmt |
| Program Services | $85,548 | ProgramServicesAmt |
| Management And General | $26,564 | ManagementAndGeneralAmt |
| Fundraising | $39,689 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,414 | TotalAmt |
| Program Services | $84,016 | ProgramServicesAmt |
| Management And General | $6,928 | ManagementAndGeneralAmt |
| Fundraising | $4,470 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,976 | TotalAmt |
| Program Services | $341,568 | ProgramServicesAmt |
| Management And General | $51,240 | ManagementAndGeneralAmt |
| Fundraising | $2,168 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,098 | TotalAmt |
| Program Services | $55,417 | ProgramServicesAmt |
| Management And General | $19,830 | ManagementAndGeneralAmt |
| Fundraising | $15,851 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,578 | TotalAmt |
| Program Services | $154,202 | ProgramServicesAmt |
| Management And General | $6,746 | ManagementAndGeneralAmt |
| Fundraising | $5,630 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Educational materials | $582,749 | $582,749 | ||
| Equipment rental & maintenance | $256,108 | $180,627 | $42,057 | $33,424 |
| Due & Subscriptions | $42,250 | $24,888 | $11,272 | $6,090 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,109,236 | TotalAmt |
| Program Services | $4,586,570 | ProgramServicesAmt |
| Management And General | $1,092,543 | ManagementAndGeneralAmt |
| Fundraising | $430,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,990 | BOYAmt |
| EOY | $285,268 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47 | BOYAmt |
| EOY | $48 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,465 | BOYAmt |
| EOY | $10,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,597 | BOYAmt |
| EOY | $446,314 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,040 | BOYAmt |
| EOY | $100,559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,756 | BOYAmt |
| EOY | $78,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,828,480 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,254,298 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,279 | BOYAmt |
| EOY | $1,574,182 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,390,708 | BOYAmt |
| EOY | $6,910,159 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,949,882 | BOYAmt |
| EOY | $9,405,833 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,047 | BOYAmt |
| EOY | $334,858 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,903 | BOYAmt |
| EOY | $286,463 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,950 | BOYAmt |
| EOY | $621,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,275 | BOYAmt |
| EOY | $1,389,319 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,319 | BOYAmt |
| EOY | $722,855 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,642,338 | BOYAmt |
| EOY | $6,672,338 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,352,932 | BOYAmt |
| EOY | $8,784,512 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,949,882 | BOYAmt |
| EOY | $9,405,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $38,411 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$606,831 | 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 | $1,473,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,262,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,910,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,925,165 | CurrentTaxYearAmt |
| Total | $8,154,510 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,473,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,262,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,910,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,925,165 | CurrentTaxYearAmt |
| Total | $8,154,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,095,665 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,058,845 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,059 | CurrentTaxYearAmt |
| Total | $645,514 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,800,024 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,578,357 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,088,887 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,088,887 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $454,444 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,611 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $373,485 | CurrentYearMinus3Amt |
| Current Year Minus2 | $415,975 | CurrentYearMinus2Amt |
| Current Year Minus1 | $478,767 | CurrentYearMinus1Amt |
| Current Year | $454,444 | CurrentYearAmt |
| Total | $1,722,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,584,007 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $190 | CurrentYearMinus3Amt |
| Total | $190 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $93,371 | CurrentYearMinus3Amt |
| Current Year Minus2 | $103,994 | CurrentYearMinus2Amt |
| Current Year Minus1 | $119,692 | CurrentYearMinus1Amt |
| Current Year | $113,611 | CurrentYearAmt |
| Total | $430,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $646,002 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,189,362 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$287,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $320,208 | OtherExpendituresAmt |
| End Year Balance | $6,611,891 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,549,945 | BeginningYearBalanceAmt |
| Contributions | $64,101 | ContributionsAmt |
| Investment Earnings Or Losses | $893,579 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $318,263 | OtherExpendituresAmt |
| End Year Balance | $7,189,362 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,529,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $334,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $314,989 | OtherExpendituresAmt |
| End Year Balance | $6,549,945 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,912,383 | BeginningYearBalanceAmt |
| Contributions | $25,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$96,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $310,987 | OtherExpendituresAmt |
| End Year Balance | $6,529,940 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,147,997 | BeginningYearBalanceAmt |
| Contributions | $5,237 | ContributionsAmt |
| Investment Earnings Or Losses | $58,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $299,570 | OtherExpendituresAmt |
| End Year Balance | $6,912,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $479,004 | OtherCostOrOtherBasisAmt |
| Book Value | $479,004 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,075,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,173,750 | DepreciationAmt |
| Book Value | $901,576 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,192,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $998,683 | DepreciationAmt |
| Book Value | $193,602 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,865 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,574,182 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,510,177 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$606,831 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$606,831 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,117,008 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,349 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,290 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $30,639 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,147,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,078,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,078,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,349 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,290 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $30,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,109,236 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are restricted for scholarships, parent resource office, library, adult program and building maintenance. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $10290 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $10290 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $426,459 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $359,704 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,755 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,024 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,552 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $76,178 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $28,308 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,774 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $426,459 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $359,704 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,755 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,024 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,552 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $76,178 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,308 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,774 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $151,836 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$85,081 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| Student Scholarships | 15 | $36,880 | |
| Tuition Assistance | 15 | $10,290 | Tuition reduction |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Scholarships are awarded to students for tuition services for one on one training. The funds are not given directly to the student but are paid directly to the teacher so the organization is certain of the use of the funds. The teacher provides the organization with monthly reports on the child's progress. Tuition assistance is offered to teachers who meet certain eligibility requirements. Eligibility requirements vary depending on the restrictions of the donor and the class. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Lise Shepherd | |||||
| CFO | $135,000 | $5,650 | $8,101 | $9,300 | $158,051 |
| Rayanne Darensbourg | |||||
| COO | $135,000 | $4,550 | $3,033 | $9,300 | $151,883 |
| Tracy Weeden | |||||
| President & CEO | $200,000 | $50,000 | $6,485 | $9,300 | $265,785 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | The Executive Committee shall have and exercise the authority of the Board of Trustees in the direction of the Foundation, except where action of the Board of Trustees is required by (i) law, (ii) the Articles of Incorporation, or (iii) the Bylaws. Members of the Executive Committee shall be the then-serving officers of the Foundation and two additional Trustees elected by the Board of Trustees from a slate presented and recommended by the Nominating Committee. The Executive Committee shall keep regular minutes of its meetings and shall cause such minutes to be recorded in books kept for that purpose in the Foundation's office, and shall report the same to the Board of Trustees from time to time. Any vacancy occurring in the office of a member of the Executive Committee shall be filled for the remainder of the term of such office by the affirmative majority vote of the members of the Executive Committee. In any event, a member of the Executive Committee shall continue to hold such office until his or her successor has taken office pursuant to the provisions of Article I, Section 12 of the organization's Bylaws. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is reviewed by the Chair of the Finance Committee and the Chief Financial Officer. A copy of the Form is provided to the Board of Directors prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflict of Interest forms are completed annually and reviewed by the Chief Financial Officer. If there is any indication that there is a conflict of interest, the conflict is reviewed by the Executive Committee. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The compensation of the CEO is based on a comparison with other officers in similar positions in the Houston area using wage and benefits surveys such as the United Way of Greater Houston's Wage and Benefit Survey. The Executive Committee annually reviews the compensation package. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization makes its governing documents available to the public upon request. The Conflict of Interest policy and audited financial statements are available on the organization's website. |
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