ANN RICHARDS SCHOOL FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANN RICHARDS SCHOOL FOUNDATION (EIN 26-4231160)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-11
- IRS object ID
- 201801929349300530
- Schema version
- 2016v3.0
- 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 | 2018-07-11T10:10:38-07:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montemayor Britton Bender PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 Wallingwood Drive Bldg 1 Ste 2 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264231160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ann Richards School Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNR | BusinessNameControlTxt |
| Phone | 5128414035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 41072 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LONG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5128414035 | PhoneNum |
| Signature | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY BRITTON CPA | PreparerPersonNm |
| Phone | 5124420380 | PhoneNum |
| Preparation | 2018-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER LONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2206 Prather Lane | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $909,345 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.annrichardsschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Ann Richards School Foundation is established for the purpose of raising funds to enhance the programs of the Ann Richards School, a public school within the Austin Independent School District. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,192,324 | PYContributionsGrantsAmt |
| CY Contributions Grants | $379,937 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $150,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,081 | PYOtherRevenueAmt |
| CY Other Revenue | $256,241 | CYOtherRevenueAmt |
| PY Total Revenue | $4,277,710 | PYTotalRevenueAmt |
| CY Total Revenue | $786,234 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $253,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $284,197 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $468,706 | PYOtherExpensesAmt |
| CY Other Expenses | $513,496 | CYOtherExpensesAmt |
| PY Total Expenses | $721,821 | PYTotalExpensesAmt |
| CY Total Expenses | $797,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,555,889 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,617,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,049,597 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,894 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,580,869 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,016,703 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Ann Richards School Foundation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $563,420 | ExpenseAmt |
| Desc | THE ANN RICHARDS SCHOOL FOUNDATION SUPPLEMENTS PROGRAMMING PROVIDED BY THE SCHOOL DISTRICT. IN ADDITION TO THE FUNDRAISING PROGRAM, ENHANCEMENT PROGRAMMING SUPPORTED BY THE ANN RICHARDS SCHOOL FOUNDATION INCLUDES: COLLEGE BOUND PROGRAMMING, SCIENCE, TECHNOLOGY, ENGINEERING AND MATH PROGRAMMING; TEACHER PROFESSIONAL DEVELOPMENT SUMMER PROGRAMS, AND OTHER CURRICULUM SUPPORT. | Desc |
| Total Program Service Expenses | $563,420 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LONG | PersonNm |
| Phone | 5128414035 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2206 Prather Lane | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| THERESA ALVAREZ | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR PAT FORGIONE | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE COVERT | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY HADASH | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELYN HAWKINS | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NONA NILAND | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEHRON AZARMEHR | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN BURGESS | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN CHAURET | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM EDWARDS | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA KENNEDY | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDMUND OROPEZ | ||||||
| AISD Position | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE MCLANE | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERI O'GLEE | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET BAWCOM | ||||||
| Board Member | 1 | Yes (X) | ||||
| LYNN MCBEE | ||||||
| YWPN Position | 1 | Yes (X) | ||||
| MARK WILLIAMS | ||||||
| Board Member | 1 | Yes (X) | ||||
| JEANNE GOKA | ||||||
| Principal | 1 | Yes (X) | ||||
| ELLEN RICHARDS | ||||||
| Chair Emeritus | 1 | Yes (X) | ||||
| LISA OWENS | ||||||
| Board Member | 1 | Yes (X) | ||||
| MARGOT THOMAS | ||||||
| Board Member | 1 | Yes (X) | ||||
| JANET WALKOW | ||||||
| Board Member | 1 | Yes (X) | ||||
| RICK MENDOZA | ||||||
| Treasurer | 1 | Yes (X) | Yes (X) | |||
| DAWN JONES | ||||||
| Secretary | 1 | Yes (X) | Yes (X) | |||
| MICHELLE MORSE | ||||||
| Vice-Chair | 1 | Yes (X) | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,558 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $379,937 | AllOtherContributionsAmt |
| Total Contributions | $379,937 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,056 | TotalRevenueColumnAmt |
| Exclusion | $150,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $344,369 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $123,111 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,258 | TotalRevenueColumnAmt |
| Exclusion | $221,258 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,983 | TotalRevenueColumnAmt |
| Exclusion | $34,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,983 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $786,234 | TotalRevenueColumnAmt |
| Exclusion | $406,297 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $53,856 | ProgramServicesAmt |
| Management And General | $18,687 | ManagementAndGeneralAmt |
| Fundraising | $37,457 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,004 | TotalAmt |
| Program Services | $59,732 | ProgramServicesAmt |
| Management And General | $20,726 | ManagementAndGeneralAmt |
| Fundraising | $41,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,475 | TotalAmt |
| Program Services | $15,892 | ProgramServicesAmt |
| Management And General | $5,514 | ManagementAndGeneralAmt |
| Fundraising | $11,069 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,718 | TotalAmt |
| Program Services | $9,662 | ProgramServicesAmt |
| Management And General | $3,352 | ManagementAndGeneralAmt |
| Fundraising | $6,704 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,395 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,395 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,593 | TotalAmt |
| Program Services | $65,593 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,787 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,518 | ManagementAndGeneralAmt |
| Fundraising | $3,269 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,275 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,250 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Enhancement Programs | $358,685 | $358,685 | $0 | $0 |
| Bad Debt Expense | $1,095 | $0 | $0 | $1,095 |
| Donor Recognition | $2,984 | $0 | $0 | $2,984 |
| Austin Asset Fees | $42,343 | $0 | $42,343 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,339 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,339 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,693 | TotalAmt |
| Program Services | $563,420 | ProgramServicesAmt |
| Management And General | $130,124 | ManagementAndGeneralAmt |
| Fundraising | $104,149 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,468 | BOYAmt |
| EOY | $24,035 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,176 | BOYAmt |
| EOY | $219,355 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,761 | BOYAmt |
| EOY | $36,524 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,729,286 | BOYAmt |
| EOY | $6,765,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025 | BOYAmt |
| EOY | $4,419 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,617,716 | BOYAmt |
| EOY | $7,049,597 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,847 | BOYAmt |
| EOY | $32,894 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,847 | BOYAmt |
| EOY | $32,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,504,093 | BOYAmt |
| EOY | $4,877,499 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,520 | BOYAmt |
| EOY | $643,343 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,256 | BOYAmt |
| EOY | $1,495,861 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,580,869 | BOYAmt |
| EOY | $7,016,703 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,617,716 | BOYAmt |
| EOY | $7,049,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $447,293 | 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 | $564,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $802,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,172,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,086,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,937 | CurrentTaxYearAmt |
| Total | $4,006,495 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $564,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $802,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,172,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,086,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,937 | CurrentTaxYearAmt |
| Total | $4,006,495 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $580,160 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,426,335 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,056 | CurrentTaxYearAmt |
| Total | $274,748 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$22,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,241 | CurrentTaxYearAmt |
| Total | $285,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,566,715 | TotalSupportAmt |
| Public Support CY170 | 0.75030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Special Events 2012: 33950. 2013: -10035. 2014: -23963. 2015: -4643. 2016: 221258. Description: Miscellaneous Revenue 2012: 1768. 2013: 9207. 2014: 1223. 2015: 21724. 2016: 34983. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,339,470 | BeginningYearBalanceAmt |
| Contributions | $8,605 | ContributionsAmt |
| Investment Earnings Or Losses | $249,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,964 | OtherExpendituresAmt |
| End Year Balance | $2,583,042 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,196,018 | BeginningYearBalanceAmt |
| Contributions | $13,442 | ContributionsAmt |
| Investment Earnings Or Losses | $143,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,479 | OtherExpendituresAmt |
| End Year Balance | $2,339,470 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $626,297 | BeginningYearBalanceAmt |
| Contributions | $1,684,018 | ContributionsAmt |
| Investment Earnings Or Losses | -$108,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,623 | OtherExpendituresAmt |
| End Year Balance | $2,196,018 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $565,740 | BeginningYearBalanceAmt |
| Contributions | $18,440 | ContributionsAmt |
| Investment Earnings Or Losses | $44,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500 | OtherExpendituresAmt |
| End Year Balance | $626,297 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $534,132 | BeginningYearBalanceAmt |
| Contributions | $15,800 | ContributionsAmt |
| Investment Earnings Or Losses | $17,081 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,273 | AdministrativeExpensesAmt |
| End Year Balance | $565,740 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06450 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Rev Etc Audited Fincl Stmt | $1,356,638 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $447,293 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $123,111 | OtherRevenueAmt |
| Revenue Not Reported | $570,404 | RevenueNotReportedAmt |
| Revenue Subtotal | $786,234 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $786,234 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $920,804 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $123,111 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $123,111 | ExpensesNotReportedAmt |
| Expenses Subtotal | $797,693 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $797,693 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The Endowment Fund was established to provide a stable source of support for enhancement programming. Investment earnings from these funds wil be used for Enhancement programs and operations. Endowment funds are intended to provide long-term sustainability for the organization's operations and mission and to support programs at the Ann Richards School that are beyond the curriculum and funding of the Austin Independent School District. |
| Pt XI, Line 2d | Special Event expenses netted against revenue $123,111 |
| Pt XII, Line 2d | Special Event expenses netted against revenue $123,111 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Reach for the Stars | Event1Nm |
| Gross Receipts Event1 | $344,369 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $344,369 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $123,111 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $344,369 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $344,369 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $123,111 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $123,111 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $221,258 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Executive Director and the Treasurer review the Form 990. Notice is sent to the Executive Committee and full board for review prior to submission. |
| Pt VI, Line 12c | The conflict of interests policy is included in the organization's by-laws. At the beginning of the fiscal year each board member is required to sign a conflict of interest form. |
| Pt VI, Line 15a | A review of industry standards and a range for fees were approved by the Executive Committee for employed individuals. |
| Pt VI, Line 19 | Financial statements, conflict of interest policy and governing documents are made available upon request. |
| Pt XI | Form 990(2016), Part XI, line 5, page 12 - Other changes in net assets or fund balances: Net Unrealized Gain on Investments of $447,293 |
| Pt X | Line 1 decrease from beginning of year to end of year is due to the organization moving cash from non-interest bearing accounts to investments. This move was to ensure the organization's funds in the bank remained below the FDIC's maximum insured amount |
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