HENDRICK SCHOLARSHIP FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HENDRICK SCHOLARSHIP FOUNDATION (EIN 75-2376396)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349318154
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:36:16-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272602152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKM SOWAN HORAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15301 DALLAS PARKWAY SUITE 960 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752376396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRICK SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 9724232079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 AVENUE G NO 1108 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HUMPHREY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9724232079 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON R MACPHIE | PreparerPersonNm |
| PTIN | P00451993 | PTIN |
| Phone | 2145453965 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.84.106.229 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 16:58:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BEEC25B0C77CB217829FE012892DC284A45C1DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0BEEC25B0C77CB217829FE012892DC284A45C1DE | 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 | NANCY HUMPHREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 AVENUE G NO 1108 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $463,139 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HENDRICKSCHOLARSHIP.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE SPECIFIC PURPOSE IS PROVIDING SCHOLARSHIPS FOR LOCAL HIGH SCHOOL GRADUATES WHO HAVE EXPERIENCED AND OVERCOME ADVERSITY AND GRADUATED FROM HIGH SCHOOL. ADDITIONALLY, THESE STUDENTS WILL NEED FINANCIAL HELP AND ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. IT IS SUPPORTED BY CONTRIBUTIONS, BY TICKET SALES TO THE EVENT WHICH IS AN ANNUAL DINNER, AND BY THE ANNUAL GOLF TOURNAMENT SPONSORED BY THE PLANO ROTARY CLUBHELD TO HELP ATTRACT FUNDS FOR SCHOLARSHIP RECIPIENTS TO ATTEND COLLEGE. ADDITIONAL SUPPORTING FUNCTIONS WILL BE PLANNED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 102 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $387,647 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,821 | CYInvestmentIncomeAmt |
| PY Other Revenue | $184,601 | PYOtherRevenueAmt |
| CY Other Revenue | -$60,749 | CYOtherRevenueAmt |
| PY Total Revenue | $300,255 | PYTotalRevenueAmt |
| CY Total Revenue | $345,719 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,580 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,316 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $62 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $136,822 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $171,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,553 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,180 | PYOtherExpensesAmt |
| CY Other Expenses | $93,994 | CYOtherExpensesAmt |
| PY Total Expenses | $275,582 | PYTotalExpensesAmt |
| CY Total Expenses | $386,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$40,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $669,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $632,239 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,148 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $669,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $623,091 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE HENDRICK SCHOLARSHIP FOUNDATION IS TO PROVIDE THE MEANS FOR QUALIFIED STUDENTS WHO HAVE HAD ADVERSITIES TO ENROLL IN COLLEGE AND, WITH CONTINUED MORAL AND FINANCIAL ENCOURAGEMENT AND SUPPORT, TO GRADUATE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $295,087 | ExpenseAmt |
| Grant | $120,316 | GrantAmt |
| Desc | HENDRICK SCHOLARSHIP STUDENTS NEED HELP WITH FUNDING THEIR COLLEGE EDUCATION AS WELL AS EMOTIONAL ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. HENDRICK FOUNDATION'S GRANTS PAY FOR TUITION, FEES, AND BOOKS AND HELP TO LOCATE RESOURCES TO DEAL WITH ISSUES SUCH AS TRANSPORTATION, EMPLOYMENT, OR HOUSING.HENDRICK SCHOLARSHIPS GRANTED IN 2017: 19 | Desc |
| Total Program Service Expenses | $295,087 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9724232079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 AVENUE G STE 1108 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEAN CALLISON | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA CASSLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY JO DEAN | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM DONALDSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATTI GUNNELS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTLEDGE HAGGARD | ||||||
| CHAIRMAN EMERITUS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC HARTTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HUMPHREY | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE MCCARTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MODISETTE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAY NELSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN ROCHE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CANDACE ROONEY | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN SMITH | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICTORIA SNEE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER WEBB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE WETHERBEE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG WILLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONI WILSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY WOODARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $287,501 | FundraisingAmt |
| All Other Contributions | $100,146 | AllOtherContributionsAmt |
| Noncash Contributions | $4,720 | NoncashContributionsAmt |
| Total Contributions | $387,647 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,821 | TotalRevenueColumnAmt |
| Exclusion | $18,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $287,501 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $117,420 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$117,420 | TotalRevenueColumnAmt |
| Exclusion | -$117,420 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| UNREALIZED GAIN/LOSS | 900099 | $56,640 | $56,640 |
| REALIZED GAIN/LOSS | 900099 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,671 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $345,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$41,928 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,316 | TotalAmt |
| Program Services | $120,316 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62 | TotalAmt |
| Program Services | $62 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,128 | TotalAmt |
| Program Services | $137,198 | ProgramServicesAmt |
| Management And General | $9,578 | ManagementAndGeneralAmt |
| Fundraising | $12,352 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,869 | TotalAmt |
| Program Services | $10,867 | ProgramServicesAmt |
| Management And General | $1,057 | ManagementAndGeneralAmt |
| Fundraising | $945 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,280 | TotalAmt |
| Management And General | $14,280 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,055 | TotalAmt |
| Management And General | $4,055 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,135 | TotalAmt |
| Program Services | $4,085 | ProgramServicesAmt |
| Management And General | $8,050 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090 | TotalAmt |
| Program Services | $720 | ProgramServicesAmt |
| Management And General | $419 | ManagementAndGeneralAmt |
| Fundraising | $951 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998 | TotalAmt |
| Management And General | $3,998 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236 | TotalAmt |
| Program Services | $1,213 | ProgramServicesAmt |
| Management And General | $2,961 | ManagementAndGeneralAmt |
| Fundraising | $62 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462 | TotalAmt |
| Program Services | $462 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,751 | TotalAmt |
| Program Services | $411 | ProgramServicesAmt |
| Management And General | $2,134 | ManagementAndGeneralAmt |
| Fundraising | $206 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304 | TotalAmt |
| Management And General | $304 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,285 | TotalAmt |
| Program Services | $4,854 | ProgramServicesAmt |
| Management And General | $4,431 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMPUTER/SOFTWARE | $6,982 | $446 | $6,536 | |
| FUNDRAISER FEES | $6,027 | $6,027 | ||
| PRINTING & COPYING | $5,644 | $924 | $4,720 | |
| STUDENT CONFERENCES | $4,691 | $4,691 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,054 | TotalAmt |
| Program Services | $9,762 | ProgramServicesAmt |
| Management And General | $7,002 | ManagementAndGeneralAmt |
| Fundraising | $290 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,369 | TotalAmt |
| Program Services | $295,087 | ProgramServicesAmt |
| Management And General | $65,729 | ManagementAndGeneralAmt |
| Fundraising | $25,553 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769 | BOYAmt |
| EOY | $122,671 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,172 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,176 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,644 | BOYAmt |
| EOY | $506,119 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,375 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,264 | BOYAmt |
| EOY | $632,239 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,072 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,076 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,264 | BOYAmt |
| EOY | $623,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,264 | BOYAmt |
| EOY | $623,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,264 | BOYAmt |
| EOY | $632,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$40,650 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$5,523 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $427,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,322 | CurrentTaxYearAmt |
| Total | $1,548,660 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $427,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,322 | CurrentTaxYearAmt |
| Total | $1,548,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,548,660 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,821 | CurrentTaxYearAmt |
| Total | $65,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,614,261 | TotalSupportAmt |
| Public Support CY170 | 0.95940 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,176 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DODGE & COX INCOME FUND #147 | $66,438 | F |
| PIMCO TOTAL RETURN INSTITUTIONAL FUND | $67,733 | F |
| DODGE & COX INTERNATIONAL STOCK FUND | $91,152 | F |
| MFS INSTITUTIIONAL INTERNATIONAL EQUITY FUND | $89,092 | F |
| SIT DIVIDEND GROWTH FUND I | $74,189 | F |
| T ROWE PRICE INSTITUTIONAL SMALL CAP | $38,443 | F |
| VANGUARD 500 INDEX FUND ADMIRAL | $74,491 | F |
| INCOME CASH | -$355 | F |
| BLACKROCK FEDFUND FUND #30 | $4,636 | F |
| BLACKROCK FEDFUND FUND #30 | $300 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $506,119 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CREDIT CARD | $176 |
| PAYROLL LIABILIES | $3,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,076 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TASTE OF ELEGANCE | Event1Nm |
| Gross Receipts Event1 | $126,889 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $126,889 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $1,157 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $10,255 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,632 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $85,920 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $85,920 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $10,000 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $5,705 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $37,698 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $74,692 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $74,692 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $14,585 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,082 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $373 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,933 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $287,501 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $287,501 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $25,742 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,082 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,333 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,263 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $117,420 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$117,420 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING POST-SECONDARY SCHOOLS | GrantTypeTxt |
| Recipient | 62 | RecipientCnt |
| Cash Grant | $120,316 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE SEEK TO AWARD STUDENTS WHO HAVE LIVED IN POVERTY, PERSEVERED TO OVERCOME ADVERSITY, AND WHO ARE MOTIVATED TO EARN A COLLEGE DEGREE. APPLICANT MUST: BE A RECENT PLANO ISD GRADUATE, HAVE AT LEAST A 2.5 HIGH SCHOOL GPA, HAVE FINANCIAL NEED WHICH MUST BE DOCUMENTED BY PROVIDING COPIES OF THE PARENTS' TAX RETURN, W-2, FAFSA/STUDENT AID REPORT, OR HIGH SCHOOL CONFIRMATION OF ELIGIBILITY FOR PARTICIPATION IN THE FREE OR REDUCED LUNCH PROGRAM, SUBMIT AN ESSAY DESCRIBING THEIR ADVERSITIES AND HOW THEY HAVE OVERCOME THEM, AND PROVIDE REFERENCE LETTERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,390 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $95 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $10,406 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $640 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT PACKAGES | 22 | $15,141 | ESTIMATED BY ORGANIZ |
| Yes (X) | GIFT CERTIFICATES | 63 | $13,418 | ESTIMATED BY ORGANIZ |
| Yes (X) | ADVERTISEMENT AND MARKETING | 2 | $7,560 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS AVAILABLE FOR REVIEW BY REQUEST AT THE MAIN OFFICE. THE FINANCIAL COMMITTEE IS SCANNED A COPY FOR THEIR RECORDS AND REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ACCRUAL TO CASH CONVERSION -5,523. |
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