HOLDSWORTH CENTER: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOLDSWORTH CENTER (EIN 81-4254457)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-15
- IRS object ID
- 201941059349301104
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-15T11:27:16-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD SUITE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814254457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLDSWORTH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLD | BusinessNameControlTxt |
| Phone | 2104629991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90389 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H CLINES | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 2104629991 | PhoneNum |
| Signature | 2019-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 7136253500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-02 | IPDt |
| IP Tm | 19:06:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F515A8067E9EB93A768D4D9DBD5AFB11C2EA757D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F8A2BC593D20E980B74D99FC6626075FEFA9897 | 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 | DR LINDSAY WHORTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90389 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,078,873 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://HOLDSWORTHCENTER.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | LEADERSHIP TRAINING INSTITUTE FOR PUBLIC SCHOOL SYSTEM LEADERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,147,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,020,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,128 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,243,788 | PYTotalRevenueAmt |
| CY Total Revenue | $15,078,873 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $580,524 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,568,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,608,721 | PYOtherExpensesAmt |
| CY Other Expenses | $4,778,553 | CYOtherExpensesAmt |
| PY Total Expenses | $2,189,245 | PYTotalExpensesAmt |
| CY Total Expenses | $8,347,111 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,054,543 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,731,762 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,102,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,208,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $470,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,055,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,738,297 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION IS A NONPROFIT ORGANIZATION ESTABLISHED TO IMPACT, OVER TIME, THE QUALITY OF PUBLIC EDUCATION AVAILABLE TO TEXAS STUDENTS BY SUPPORTING AND DEVELOPING PUBLIC SCHOOL LEADERS. THE ORGANIZATION'S GOAL IS TO BUILD A WORLD-CLASS TRAINING AND LEADERSHIP RETREAT CENTER THAT PUBLIC EDUCATION LEADERS CAN TAKE GREAT PRIDE IN AND TURN TO FOR SUPPORT AND GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,712,193 | ExpenseAmt |
| Desc | LEADERSHIP IS A PROGRAM DESIGNED FOR DISTRICT AND CAMPUS LEADERS AND THEIR RESPECTIVE TEAMS. THE PROGRAM HAS BEEN CRAFTED BY THOUGHT LEADERS AROUND THE COUNTRY. DISTRICT LEADERSHIP WILL VISIT AND LEARN FROM HIGH-PERFORMING ORGANIZATIONS TO STUDY THE WAY THEY INTENTIONALLY APPROACH LEADERSHIP DEVELOPMENT, BUILD LEADERSHIP AND SHARED DECISION MAKING SKILLS, LEARN HOW TO MAKE CHANGE STICK THROUGH EFFECTIVE COMMUNICATION, TRAINING, AND IMPROVEMENT SCIENCE, AND WORK WITH THEIR TEAM TO ENSURE SYSTEMS, PROCESSES AND RESOURCES ARE IN PLACE TO MAKE THEIR VISION COME TO LIFE. CAMPUS LEADERS PARTICIPATE IN A TWO-YEAR PROGRAM DESIGNED TO FOCUS ON TEACHER DEVELOPMENT, INDIVIDUAL GROWTH PLANS, AND CAMPUS TRANSFORMATION. THE ORGANIZATION ALSO ASSISTS EACH PARTICIPATING DISTRICT IN IMPLEMENTING AN INTERNALLY ALIGNED SYSTEM FOR LEADERSHIP DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $271,799 | ExpenseAmt |
| Desc | ELEVATED: EDUCATION & THE ECONOMY IS A CONFERENCE HELD TO SPARK CHALLENGING AND INSPIRING CONVERSATIONS AROUND GROWING INEQUALITY IN AMERICA AND EXPLORING HOW HIGH-QUALITY PUBLIC EDUCATION FOR ALL STUDENTS CONTRIBUTES TO A STRONG ECONOMY. THE INAUGURAL CONFERENCE WAS HELD ON JUNE 3RD & 4TH OF 2018 IN DALLAS, TX. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,983,992 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H CLINES - TREASURER CFO | PersonNm |
| Phone | 2104629991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90389 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KATHRYN A ROGERS | |||||||||
| PRESIDENT & DIRECTOR | 40.00 | Yes (X) | Yes (X) | $300,046 | $0 | $6,208 | |||
| DR RUTH SIMMONS | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR SHARI BECKER ALBRIGHT | |||||||||
| DIRECTOR/FACULTY | 10.00 | Yes (X) | $110,981 | $0 | $0 | ||||
| ELISA VILLANUEVA BEARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE H ESTERLINE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M GATES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PRESTON GEREN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALLACE B JEFFERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELAINE MENDOZA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN MOIR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DIANA NATALICIO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NOLAN E PEREZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM POSTL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK ROHR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN STERN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GUILLERMO TREVINO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SORRELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA SALGE | |||||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | 3.00 | |||
| CHARLES H CLINES | |||||||||
| TREASURER & CFO | 10.00 | Yes (X) | $0 | $0 | $0 | 16.00 | |||
| DR LINDSAY WHORTON | |||||||||
| VICE PRESIDENT OF PROGRAMS | 40.00 | Yes (X) | $341,542 | $0 | $13,667 | ||||
| MARINA LIN | |||||||||
| MANAGING DIRECTOR OF PROGRAMS | 40.00 | $154,344 | $0 | $14,283 | Yes (X) | ||||
| JENNIFER L CHIDSEY | |||||||||
| MANAGING DIRECTOR OF RESEARCH & EVALUATION | 40.00 | $116,447 | $0 | $23,757 | Yes (X) | ||||
| KIRSTEN HUND | |||||||||
| PROGRAM DIRECTOR | 40.00 | $106,812 | $0 | $4,272 | Yes (X) | ||||
| JASON S SIERRA | |||||||||
| DISTRICT SUPPORT TEAM LEAD | 40.00 | $101,416 | $0 | $8,743 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,231,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,930 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON CONSULTING GROUP | |||||
| 1221 MCKINNEY SUITE 3000 | HOUSTON | TX | 77010 | MARKETING, PUBLIC RELATIONS | $1,261,029 |
| WORKPLACE RESOURCE | |||||
| 4400 NE LOOP 410 SUITE 410 | SAN ANTONIO | TX | 78218 | LEASEHOLD, FURNITURE | $474,226 |
| RSM US LLP | |||||
| 1330 POST OAK BLVD SUITE 2400 | HOUSTON | TX | 77056 | ACCOUNTING, TECHNICAL CONSULTING | $321,179 |
| CORPORATE TRAVEL PLANNERS | |||||
| 613 NW LOOP 410 SUITE 400 | SAN ANTONIO | TX | 78216 | TRAVEL AGENCY | $269,784 |
| INSTITUTE OF PERSONAL LEADERSHIP LLC | |||||
| 497 VALLEY ROAD | WATCHUNG | NJ | 07069 | FACULTY TRAINING | $213,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,020,800 | AllOtherContributionsAmt |
| Noncash Contributions | $10,000,326 | NoncashContributionsAmt |
| Total Contributions | $15,020,800 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,073 | TotalRevenueColumnAmt |
| Exclusion | $58,073 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,078,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,073 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,913 | TotalAmt |
| Program Services | $508,488 | ProgramServicesAmt |
| Management And General | $398,425 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,139 | TotalAmt |
| Management And General | $130,139 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,010,344 | TotalAmt |
| Program Services | $1,127,160 | ProgramServicesAmt |
| Management And General | $883,184 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,993 | TotalAmt |
| Program Services | $41,362 | ProgramServicesAmt |
| Management And General | $32,631 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,072 | TotalAmt |
| Program Services | $129,170 | ProgramServicesAmt |
| Management And General | $101,902 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,097 | TotalAmt |
| Program Services | $120,798 | ProgramServicesAmt |
| Management And General | $95,299 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,690 | TotalAmt |
| Management And General | $19,690 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,915 | TotalAmt |
| Management And General | $46,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,086 | TotalAmt |
| Program Services | $232,965 | ProgramServicesAmt |
| Management And General | $552,121 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,538 | TotalAmt |
| Program Services | $215,758 | ProgramServicesAmt |
| Management And General | $516,780 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,136 | TotalAmt |
| Program Services | $116,115 | ProgramServicesAmt |
| Management And General | $15,021 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,021 | TotalAmt |
| Management And General | $80,021 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,224 | TotalAmt |
| Program Services | $246,224 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,453,054 | TotalAmt |
| Program Services | $1,310,712 | ProgramServicesAmt |
| Management And General | $142,342 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,812 | TotalAmt |
| Program Services | $80,812 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,781 | TotalAmt |
| Program Services | $3,838 | ProgramServicesAmt |
| Management And General | $3,943 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACULTY COSTS | $667,183 | $667,183 | $0 |
| BOARD EXPENSES | $273,554 | $0 | $273,554 |
| PROGRAM DEVELOPMENT | $146,682 | $146,682 | $0 |
| ORGANIZATION DUES & SUB | $36,049 | $0 | $36,049 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,828 | TotalAmt |
| Program Services | $36,725 | ProgramServicesAmt |
| Management And General | $35,103 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,347,111 | TotalAmt |
| Program Services | $4,983,992 | ProgramServicesAmt |
| Management And General | $3,363,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,484 | BOYAmt |
| EOY | $692,807 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,887,124 | BOYAmt |
| EOY | $7,812,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,999,674 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,883 | BOYAmt |
| EOY | $16,891 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,313 | BOYAmt |
| EOY | $868,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $898,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,981 | BOYAmt |
| EOY | $817,801 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,156 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,102,941 | BOYAmt |
| EOY | $15,208,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,561 | BOYAmt |
| EOY | $470,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,561 | BOYAmt |
| EOY | $470,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,055,380 | BOYAmt |
| EOY | $9,738,623 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,999,674 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,055,380 | BOYAmt |
| EOY | $14,738,297 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,102,941 | BOYAmt |
| EOY | $15,208,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,731,762 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$48,845 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,218 | DepreciationAmt |
| Book Value | $33,738 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,421 | DepreciationAmt |
| Book Value | $100,115 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $706,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,173 | DepreciationAmt |
| Book Value | $683,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $817,801 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,145,476 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $66,603 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $66,603 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,078,873 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,078,873 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,413,714 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,603 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,347,111 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,347,111 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC). THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10 ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT OF ANY TAX POSITIONS TAKEN AND THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS. ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY. FOR THE YEAR ENDED MAY 31, 2018, THE ORGANIZATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES IN THE FINANCIAL STATEMENTS. TAX YEARS FROM INCEPTION TO 2018 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZTION IS SUBJECT, AND THESE PERIODS HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE PART II |
| SCHEDULE E, PART I, QUESTION 3 | THE HOLDSWORTH CENTER HAS BEGUN WORK WITH ITS FIRST SEVEN CHOSEN DISTRICTS. ATTENDANCE AT THE CENTER IS LIMITED TO TEXAS PUBLIC SCHOOL DISTRICTS SELECTED PURSUANT TO A FORMAL SELECTION PROCESS. INDIVIDUAL STUDENTS OF THE CENTER ARE IDENTIFIED, IN CONCERT WITH DISTRICT LEADERSHIP, ON A NONDISCRIMINATORY BASIS. THE CENTER'S GOAL WITH EACH COHORT OF DISTRICTS IS TO REPRESENT THE DIVERSITY OF TEXAS. FOR THE FIRST COHORT, THE CENTER DIVIDED THE STATE INTO FIVE DISTINCT REGIONS BASED ON STUDENT POPULATION AND INVITED A TOTAL OF 26 DIFFERENT DISTRICTS TO APPLY. FOR THE OFFICIAL LAUNCH, THE CENTER SOUGHT DISTRICTS WHO EMBODIED A GROWTH MINDSET, LEADERSHIP STABILITY, A COMMITMENT TO LEADERSHIP AND EXECUTION EXCELLENCE. INFORMATION ON THE CENTER'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE CENTER'S WEBSITE IN ADDITION TO MATERIALS PROVIDED TO ALL DISTRICTS THAT APPLY TO THE CENTER. THE CENTER WILL ALSO MAINTAIN RECORDS ABOUT ITS NONDISCRIMINATION POLICY IN ACCORDANCE WITH REV. PROC. 75-50, INCLUDING RECORDS ABOUT THE RACIAL COMPOSITION OF THE STUDENTS, FACULTY AND ADMINISTRATIVE STAFF AS WELL AS RECORDS ABOUT FINANCIAL AWARDS, COPIES OF BROCHURES AND ADMISSION MATERIALS USED TO SOLICIT CONTRIBUTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHRYN A ROGERS | ||||||||||||||
| PRESIDENT & DIRECTOR | $231,976 | $0 | $60,000 | $0 | $8,070 | $0 | $0 | $0 | $6,208 | $0 | $306,254 | $0 | $0 | $0 |
| DR LINDSAY WHORTON | ||||||||||||||
| VICE PRESIDENT OF PROGRAMS | $238,976 | $0 | $102,439 | $0 | $127 | $0 | $0 | $0 | $13,667 | $0 | $355,209 | $0 | $0 | $0 |
| MARINA LIN | ||||||||||||||
| MANAGING DIRECTOR OF PROGRAMS | $154,222 | $0 | $0 | $0 | $122 | $0 | $0 | $0 | $14,283 | $0 | $168,627 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIR WINDS MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE SCH L PART V | RelationshipDescriptionTxt |
| Transaction | $130,139 | TransactionAmt |
| Transaction | FAIR WINDS MANAGEMENT, LLC PROVIDES MANAGEMENT SERVICES TO THE FILING ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (B) CHARLES H. CLINES, TREASURER & CFO, IS MORE THAN 35% OWNER OF FAIR WINDS MANAGEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET CLOSE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9 THE ORGANIZATION RECEIVED ONE NONCASH CONTRIBUTION ON DECEMBER 22, 2017 OF 37,383 SHARES OF SPDR S&P 500 ETF TRUST (SPY); A SECURITY PUBLICLY TRADED ON THE NYSE AND VALUED AT THE CLOSE PRICE ON DATE OF RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DEBRA SALGE, SECRETARY AND CHARLES H. CLINES, TREASURER & CFO HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | FAIR WINDS MANAGEMENT, LLC (FWM) PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION UNDER A WRITTEN CONTRACT. SERVICES PROVIDED INCLUDE CASH MANAGEMENT, TAX, RECORDKEEPING AND REPORTING MATTERS, CONSULTING SERVICES, HUMAN RESOURCE MANAGEMENT SERVICES, PROPERTY MANAGEMENT SERVICES, INVESTMENT MANAGEMENT SERVICES, RISK MANAGEMENT SERVICES, AND OTHER MISCELLANEOUS ADMINISTRATIVE SUPPORT SERVICES. CHARLES H. CLINES, TREASURER & CFO; AND DEBRA SALGE, SECRETARY, WERE COMPENSATED BY FWM FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS AS FOLLOWS: CHARLES H. CLINES, TREASURER & CFO REPORTABLE COMPENSATION FOR SERVICES PROVIDED TO FILING ORG: $68,000 REPORTABLE COMPENSATION FOR SERVICES PROVIDED TO RELATED ORGS: $111,951 DEBRA SALGE, SECRETARY REPORTABLE COMPENSATION FOR SERVICES PROVIDED TO FILING ORG: $34,902 REPORTABLE COMPENSATION FOR SERVICES PROVIDED TO RELATED ORGS: $165,098 AMOUNTS PAID TO FWM ARE BASED ON TIME SPENT BY FWM EMPLOYEES ON THE CENTER'S MATTERS. FWM IS ALSO REIMBURSED FOR DIRECT OUT OF POCKET COSTS INCURRED ON BEHALF OF THE CENTER. ALL AMOUNTS CHARGED TO THE CENTER ARE BASED ON ACTUAL COSTS TO FWM AND DO NOT INCLUDE ANY PREMIUM OR MARK-UP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CHARLES BUTT FOUNDATION IS A MEMBER OF THE HOLDSWORTH CENTER. CHARLES C. BUTT WITHDREW AS A MEMBER OF THE HOLDSWORTH CENTER ON MAY 30, 2017. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS HAVE THE RIGHT TO APPOINT 2 NON-VOTING DIRECTORS TO THE BOARD OF DIRECTORS. THE MEMBER(S) MUST ALSO CONSENT TO THE ELECTION OF ANY INDIVIDUAL TO THE BOARD OF DIRECTORS. IN ADDITION, THE MEMBER(S) MUST CONSENT TO THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS: DISSOLVE, MERGE OR CONSOLIDATE THE CORPORATION SELL OR TRANSFER SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION ELECT ANY PERSON TO THE BOARD OF DIRECTORS APPOINT A PRESIDENT OR CHIEF EXECUTIVE OFFICER AMEND THE CORPORATION'S CERTIFICATE OF FORMATION AMEND THE CORPORATION'S BYLAWS |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE ABOVE EXPLANATION FOR LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE CONDUCTED AND INCLUDE, AT A MINIMUM, WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. THE REVIEW ALSO INCLUDES WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, AND ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN EXCESS BENEFIT TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION MATTERS ARE REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. COMPENSATION OF THE SENIOR EXECUTIVE POSITIONS IS BASED ON FORMAL COMPENSATION REVIEWS WITH AN OUTSIDE PARTY. COMPENSATION FOR OTHER MANAGEMENT MEMBERS IS BASED ON COMPARABLE SALARY INFORMATION OBTAINED FROM PUBLIC SOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE IN THE ORGANIZATION'S OFFICE TO ANYONE WHO REQUESTS TO SEE THEM. |
| FORM 990, PART XII, LINE 2C: | THE CHIEF FINANCIAL OFFICER AND A COMMITTEE OF BOARD MEMBERS ASSUME OVERSIGHT RESPONSIBILITY FOR THE AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CHARLES BUTT FOUNDATION | |||||||||||
| PO BOX 90389 | SAN ANTONIO | TX | 78209 | 316674532 | GRANT MAKING | TX | 501(C)(3) | PF | N/A | 0 | |
| RAISE YOUR HAND FOR PUBLIC SCHOOLS | |||||||||||
| 1005 CONGRESS AVE SUITE 100 | AUSTIN | TX | 78701 | 208119071 | ADVOCACY FOR PUBLIC SCHOOLS | TX | 501(C)(4) | 0 | THE CHARLES BUTT FOUNDATION | ||
| RAISE YOUR HAND FOR TEXAS EDUCATION FUND | |||||||||||
| PO BOX 90389 | SAN ANTONIO | TX | 78209 | 203918577 | CHARITABLE - EDUCATION LEADERSHIP TRAINING AND SUPPORT | TX | 501(C)(3) | PF | Yes (1) | THE CHARLES BUTT FOUNDATION | |
| CENTER FOR APPLIED SCIENCE AND TECHNOLOGY NETWORK | |||||||||||
| PO BOX 90389 | SAN ANTONIO | TX | 78209 | 825253554 | INDUSTRY FOCUSED NETWORK OF HIGH SCHOOLS | TX | 501(C)(3) | LINE 7 | Yes (1) | THE HOLDSWORTH CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |