2018-08-29T10:12:54-05:00 2017-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 770561973 990 2017-01-01 465037878 Barbara Bush Houston Literacy Foundation BARB 3462122310 7887 San Felipe 250 Houston TX 77063 Stephen D Maislin Treasurer/Director 2018-08-29 true Guy T Tabor CPA P00171798 7136222310 2017 2022-09-23 18:48:47Z Julie Finck 7887 San Felipe 250 Houston TX 77063 4224211 false X www.bushhoustonliteracy.org X 2014 TX THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. 6 4 7 444 0 0 2924756 4013880 0 9011 26406 -335106 -224545 2598661 3815741 522073 1160364 0 585822 677354 0 329206 530584 1172607 1638479 3010325 960182 805416 4544320 5706552 12913 212729 4531407 5493823 THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. false false 2371848 1160364 The Foundation distributed $1,160,364.24 in grants to support family literacy programs, adult literacy programs and direct services, in-school literacy intervention programs for struggling readers and summer learning programs to disadvantaged children, as well as to expand access to books and educational materials and resources to low-income families. 2371848 true true false false false false false false false false true false false false false true false true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 0 0 7 true false false false false false true true true false false false X 6 4 true false false false false false false true false false false true true true true true true true false false X X X Edwin C Padar 7133332200 5120 Woodway Drive suite 6000 Houston TX 77056 Maria Bush Vice Chair/Director 0.0 0 X X 0 0 0 Neil Bush Chair/Director 0.0 0 X X 0 0 0 Stephen D Maislin Treasurer/Director 1.0 40.0 X X 0 406569 44085 Renee Wizig-Barrios Secretary/Director 1.0 40.0 X X 0 238940 37604 Terri Lacy Director 0.0 0.0 X 0 0 0 Greg C Garland Director 0.0 0 X 0 0 0 Julie Baker Finck President 40.0 0 X 210000 0 13561 Kristen Stubbs Chief Development Officer 40.0 0 X 141040 0 19034 351040 645509 114284 2 false true false JACKSON AND COMPANY PO BOX 13026 HOUSTON TX 77219 EVENT CATERING-RENTALS 136130 1 2464905 141850 1407125 22068 4013880 0 0 0 0 0 26406 26406 0 0 0 0 183925 2464905 408470 -224545 -224545 0 0 0 0 0 3815741 0 0 -198139 X 1160364 1160364 223561 174802 18332 30427 350329 190198 73894 86237 20826 11217 4434 5175 41210 23947 11441 5822 41428 25996 7304 8128 132596 130296 2300 1700 1700 464960 289056 42000 133904 23764 6802 16962 373438 331034 19848 22556 21179 640 20539 93689 93689 11520 8719 2658 143 9119 4612 520 3987 5015 5015 1395 1395 PAYROLL PROCESSING 21047 13973 4202 2872 CREDIT CARD FEES 12993 12993 DUES & SUBSCRIPTIONS 192 192 PROFESSIONAL DEVELOPMENT 0 0 0 0 3010325 2371848 309271 329206 4529391 5696638 0 0 0 7406 7406 15046 12538 7523 2508 0 0 0 0 4544320 5706552 12913 212729 0 0 0 12913 212729 X 4531407 5493823 4531407 5493823 4544320 5706552 805416 157000 0 X false true X true false X X X 1 Greater Houston Community Foundation 237160400 8 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15046 12538 2508 2508 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FOUNDATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2017, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEARS 2014 THROUGH 2016 WITH LIMITED EXCEPTIONS. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES. Ladies for Literacy 314206 272092 42114 34866 16598 25058 A Celebration of Reading 2334624 2192813 141811 9000 248421 74527 0 2648830 2464905 183925 43866 265019 99585 408470 -224545 true The Barbara Bush Foundation for Family Literacy 516 North Adams Street Tallahassee FL 32301 260587238 501(C)(3) 207123 0 This grant is for the share of proceeds from the 2017 'A Celebration of Reading' event in Houston in April 2017. University of Houston College of Education 3657 Cullen Boulevard Room 214 Houston TX 772045023 746001399 501(c)(3) 120000 0 This grant is to be put towards a three year research grant to the University of Houston College of Education, which will serve as a hub for literacy program implementation, data collection and evaluation into Houston's Third Ward. Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 77500 0 This is for the grant agreement between Barbara Bush Houston Literacy FDN and Children's Museum for the 2017 FLIP kit program. First Book Attn Accounting Department 1319 F Street NW Suite 1000 Washington DC 20004 521779606 501(C)(3) 70164 0 This grant is to purchase books and provide First Book Marketplace vouchers to teachers whose classrooms were impacted by Hurricane Harvey. Houston Public Library Foundation Inc 500 McKinney Street Houston TX 77002 741926301 501(C)(3) 59000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and Houston Public Library Foundation to support the Groomed for Literacy program including 30 Little Free Libraries to be stocked with books for the program. Harris County Public Library 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 50000 0 This grant is for the Memorandum of Understanding between Barbara Bush Houston Literacy Foundation and Harris County Public Library regarding Curiosity Cruiser dated June 2017. Higher Impact Ministries (HIM) 945 McKinney Street Suite 232 Houston TX 770026308 473755514 501(C)(3) 35000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and Higher Impact Ministries to further the development and implementation of the Community Impact Model for Independence Heights. Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(C)(3) 35000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and the Houston Area Urban League to support the planning and delivery of two, 10-day summer camps for disadvantaged children - branded as Camp Adventure! Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 770047112 742178563 501(C)(3) 32118 0 This grant is for service, support, and materials for the 2017 Camp Adventure - Inv#1367. HYPE Freedom School Inc PO Box 14971 Houston TX 77221 465133254 501(C)(3) 30000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and HYPE Freedom Schools to host two, 6-week literacy enrichment summer programs. Citizen Schools Inc 3300 South Gessner Suite 110 Houston TX 77063 043259160 501(c)(3) 20000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and Citizen School Texas to launch and support high-quality literacy focused programming at Sugar Grove Academy. Wade Smith Foundation 2633 McKinney Avenue Suite 130-412 Dallas TX 75204 454623424 501(C)(3) 17000 0 This is for the grant agreement between the Barbara Bush Houston Literacy Foundation and Wade Smith Foundation to support Reading with the Pros rallies (Spring and Summer) and Bulls & Blackjack. Adult Reading Center Inc 2246 North Washington Avenue Pearland TX 77581 760229186 501(C)(3) 15000 0 This is for the grant agreement signed March 2017 and is to be distributed as follows: $5,000.00 for Platinum Tiara sponsorship at the 2017 Red Hat Literacy Luncheon and $10,000 for Presenting sponsorship at the 2017 Annual Red Carpet Gala. i Write 6824 Long Drive Houston TX 77087 800507897 501(C)(3) 15000 0 This grant is an agreement between Barbara Bush Houston Literacy Foundation and iWrite for I The Guy programs. IEA - Inspire Encourage Achieve 20 North 11th Street Beaumont TX 77702 760544362 501(C)(3) 15000 0 This is a grant agreement between BBHLF and IEA signed June 5, 2017 in support of the 2017 Camp Bright Star. Making It Better 14781 Memorial Drive Suite 25 Houston TX 77079 562571141 501(C)(3) 15000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and Making It Better to host Family Literacy Night and Lunch Bunch programs. Adult Reading Center Inc 2246 North Washington Avenue Pearland TX 77581 760229186 501(C)(3) 10000 0 This is for the grant agreement signed March 2017 - Sect. 1.2 dollar-for-dollar match of celebrity waiter donations generated at Red Hat Lit Lunch event up to $10,000. This grant completes the awards listed in this agreement. Books Between Kids PO Box 25072 Houston TX 77265 462054301 501(C)(3) 10000 0 This is for the grant agreement between BBHLF and Books Between Kids signed on May 2017 to support volunteer mobilization. Making It Better 14781 Memorial Drive Suite 25 Houston TX 77079 562571141 501(C)(3) 10000 0 This grant is a 10th Anniversary Campaign Dollar-for-Dollar Match, not to exceed $10,000 per a grant agreement dated April of 2017. Making It Better 14781 Memorial Drive Suite 25 Houston TX 77079 562571141 501(C)(3) 2500 0 This grant is sponsorship for the 2017 Guild Luncheon. The University of Texas Health Science Center at Houston Office of Development PO Box 1321 Houston TX 772511321 741761309 501(c)(3) 10000 0 This grant is for the Children's Learning Institute, in support of printing Hurricane Harvey lessons and books to address socio-emotional impacts with children. Harris County Public Library 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 8000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and the Harris County Public Library system to support summer reading programs. Houston Public Library Foundation Inc 500 McKinney Street Houston TX 77002 741926301 501(C)(3) 5000 0 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and the Houston Public Library in support of volunteer mobilization and general operations. i Write 6824 Long Drive Houston TX 77087 800507897 501(C)(3) 5000 0 This grant is underwriter sponsorship for the 2017 iWRITE Luncheon & Book Signing. Justin J Watt Foundation PO Box 530 Pewaukee WI 53072 273516574 501(C)(3) 5000 0 This grant is $5,000.00 sponsorship for the 2017 JJ Watt Charity Classic. League of United Latin American Citizens PO Box 681213 Houston TX 77268 812730660 501(C)(3) 5000 0 This grant is for LULAC Council 402. This grant is for Bachelor's level sponsorship at the 2018 Annual Scholarship Banquet Fundraiser. Legacy Community Health Services Inc Development Office PO Box 66308 Houston TX 772666308 760009637 501(C)(3) 5000 0 This grant is 'Where the Wild Things Are' sponsorship for the 15th Annual Luncheon. Harris County Public Library 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 0 252589 FMV Curiosity Cruiser Donation of the Curiosity Cruiser, a 30' mobile library to provide educational programming and books to underserved children in Houston. Harris County Public Library 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 0 11370 FMV Mascot Costumes Donation of mascot costumes custom designed to support the Curiosity Cruiser initiative. 20 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS RECOMMENDED ARE PROCESSED AFTER DUE DILIGENCE IS COMPLETED TO VERIFY THE GRANTEE ORGANIZATION'S NONPROFIT STATUS, AND THE PROCESS INCLUDES VERIFICATION THAT GRANT FUNDS ARE RECEIVED BY THE ORGANIZATION. X X false true false false false false false false true true Stephen D Maislin Treasurer/Director 0 275100 0 131469 0 0 0 16200 0 27885 0 450654 0 0 Renee Wizig-Barrios Secretary/Director 0 183940 0 55000 0 0 0 11932 0 25672 0 276544 0 0 Julie Baker Finck President 180000 0 30000 0 0 0 11077 0 2484 0 223561 0 0 0 Kristen Stubbs Chief Development Officer 139040 0 2000 0 0 0 8520 0 10514 0 160074 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE RELATED ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH AN EXECUTIVE EMPLOYED BY GREATER HOUSTON COMMUNITY FOUNDATION. THE TERM OF THE AGREEMENT IS COEXTENSIVE WITH THE TERM OF THE EMPLOYEE'S EMPLOYMENT WITH THE FOUNDATION. THE AGREEMENT PROVIDES ONLY DEFERRED AND CONTINGENT COMPENSATION WHICH IS PAYABLE AS THE EMPLOYEE BECOMES VESTED IN THAT COMPENSATION. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THE DEFERRED COMPENSATION AGREEMENT DISCLOSED IN LINE 4B IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). X Various items for charity auction 77 22068 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Various items for charity auction Number or Contributions Form 990, Part I, Line 6 PART I, LINE 6 THE FOUNDATION UTILIZED THE TIME AND TALENTS OF 444 CORE VOLUNTEERS IN 2017. THESE VOLUNTEERS CAME FROM BOARD MEMBERS (6), AMERICORP VISTA MEMBERS (10), INTERNS (4), AUXILIARY GROUPS (414), PRO-BONO CONSULTANTS (6), AND IN-OFFICE VOLUNTEERS (4). Form 990, Part III, Line 1 PART III, LINE 1 THE FOUNDATION IS LEADING THE WAY AND TAKING ACTION TO REVERSE THE DISASTROUS SOCIAL AND ECONOMIC IMPACTS CAUSED BY THE VICIOUS CYCLE OF LOW LITERACY IN OUR CITY. WE ENVISION A THRIVING CITY IN WHICH EVERY PERSON POSSESSES THE LITERACY SKILLS NEEDED TO REACH HIS OR HER FULL POTENTIAL IN LIFE, AND THE CYCLE OF LOW LITERACY AND POVERTY AMONG FAMILIES COMES TO AN END. TO THIS END, THE FOUNDATION HAS TAKEN ON FOUR IMPORTANT KEY ROLES FOR IMPACT IN THE COMMUNITY: WE INCREASE AWARENESS: WE SERVE AS A CHAMPION FOR THE LITERACY CAUSE IN HOUSTON BY UNITING LITERACY ORGANIZATIONS AROUND COMMON MESSAGES AND CONSISTENT DATA AND PROVIDING TIMELY AND RELEVANT INFORMATION TO THE COMMUNITY. WE CONTRIBUTE RESEARCH AND INNOVATION: WE SPAWN INNOVATION AND ISSUE LITERACY-FOCUSED PUBLICATION ON PERTINENT TOPICS THAT INFORM CONSTITUENTS OF EFFECTIVE STRATEGIES AND TOOLS TO INCREASE LITERACY SKILL DEVELOPMENT AND ACHIEVEMENT LEVELS. WE MOBILIZE VOLUNTEERS: WE EXPAND THE CAPACITY OF SCHOOL DISTRICTS, LIBRARIES, AND NONPROFIT LITERACY SERVICE PROVIDERS ACROSS HOUSTON TO BOOST LITERACY RATES THROUGH THE USE OF VOLUNTEERS WHO GIVE OF THEIR TIME AND TALENT. WE INVEST IN COMMUNITY IMPACT: WE PROVIDE FINANCIAL AND OTHER RESOURCES IN SUPPORT OF NEIGHBORHOOD-BASED COLLECTIVE IMPACT EFFORTS THAT BRING TOGETHER CROSS-STAKEHOLDERS FOCUSED ON IMPROVING LITERACY RATES AND BREAKING THE CYCLE OF POVERTY. Form 990, Part V, Line 2a PART V, LINE 2A THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS A CO-EMPLOYER WITH INSPERITY THROUGH THE CENTER FOR COMMUNITY INITIATIVES OF THE GREATER HOUSTON COMMUNITY FOUNDATION AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS TAX IDENTIFICATION NUMBER. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons NEIL BUSH, CHAIR, AND MARIA BUSH, VICE CHAIR - Family relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINAL DOCUMENT WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE Assistant Controller AND CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION PREPARES AND REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE TWO INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRESIDENT AND KEY STAFF OF THE BARBARA BUSH HOUSTON LITERACY FOUNDATION FOR THEIR REVIEW. ONCE REVIEWED BY THE KEY STAFF AT THE BARBARA BUSH HOUSTON LITERACY FOUNDATION AND UPDATED BY THE GREATER HOUSTON COMMUNITY FOUNDATION WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THE PRESIDENT OF BBHLF FOR FINAL REVIEW AND APPROVAL PRIOR TO DISTRIBUTION TO THE GOVERNING BOARD. Form 990, Part VI, Line 12c Conflict of interest policy THE BARBARA BUSH HOUSTON LITERACY FOUNDATION BOARD OF DIRECTORS SUBMITTED A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL BOARD MEETING. BOARD OF DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY (OR UPON THE OCCASION THAT A CONFLICT ARISES). Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BARBARA BUSH HOUSTON LITERACY FOUNDATION ORDERS A COMPENSATION REPORT FROM INSPERITY SHOWING JOB DESCRIPTIONS, COMPENSATION, AND REPRESENTATIVE PAY RATES FOR THE LABOR MARKET. ADDITIONALLY, THE FOUNDATION'S PRESIDENT HAS BEEN GRANTED FULL PERMISSION BY THE BOARD OF DIRECTORS TO HIRE AT HER DISCRETION. Form 990, Part VI, Line 18 How forms are made available to the public Form 990 is available online but other docs available upon request. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT AUDITED. A COPY OF THE COMBINED AUDITED FINANCIALS FOR THE RELATED ORGANIZATION, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. Form 990, Part IX, Line 11g Other Fees Consulting - Total Expense: 464960, Program Service Expense: 289056, Management and General Expenses: 42000, Fundraising Expenses: 133904; GREATER HOUSTON COMMUNITY FOUNDATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(c)(3) 8 NA false false false true false false false false false false false false true false false false false false false