2018-05-01T09:59:18-07:00 2017-12-31 752805390 THOMAS STEPHEN & CO LLP 3300 Oak Lawn Avenue Suite 650 Dallas TX 75219 990 2017-01-01 383910893 ON THE ROAD LENDING ONTH 2142262542 1305 WYCLIFF AVE DALLAS TX 75207 MICHELLE CORSON CEO 2018-05-01 true Thomas V Stephen P00855135 2148242556 2017 2022-09-23 18:48:47Z 1650960 false false X WWW.ONTHEROADLENDING.ORG X 2013 TX On the Road Lending seeks to lift the disadvantaged and working poor from poverty by helping them overcome transportation barriers so they can find and retain jobs, lead healthier lives, and avoid predatory lenders. We find reliable fuel-efficient vehicles for clients, provide them with long-term financial coaching, and prepare them for a below-market interest rate loan that will help them build assets, credit, and financial capability. 13 13 9 5 0 712663 1637344 0 0 -4029 8770 708634 1646114 0 0 137874 533460 0 8289 283025 601859 420899 1135319 287735 510795 580933 627475 643243 178990 -62310 448485 On the Road Lending seeks to lift the disadvantaged and working poor from poverty by helping them overcome transportation barriers so they can find and retain jobs, lead healthier lives, and avoid predatory lenders. We find reliable fuel-efficient vehicles for clients, provide them with long-term financial coaching, and prepare them for a below-market interest rate loan that will help them build assets, credit, and financial capability. false false 347931 The Disaster Mobility Program was designed to help people in communities who are impacted by storms or other disasters to find transportation so they avoid job loss. This program was activated in South Texas in response to Hurricane Harvey. We served 95 people in the Disaster Mobility Program and facilitated 15 vehicle loans during 2017. 347930 Mobility Program enables clients to purchase a late model vehicle under warranty. On the Road Lending worked with about 200 people in the Mobility program, getting 58 into vehicles during 2017. 347930 The KEY program was created for families and individuals with limited job stability and provides a provisional transportation solution for one year, after which time the client graduates to a newer car. On the Road Lending worked with about 85 people in Kay program and got 25 into cars during 2017. 1043791 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 22 0 true 9 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true false false false X X X MICHELLE CORSON 2149067067 1305 WYCLIFF AVE 140 DALLAS TX 75207 TRENT PETTY past CHAIR 0.00 0.00 X 0 0 0 JAY ALTIZER Chairman 0.00 0.00 X 0 0 0 DAVID CHARD Director 0.00 0.00 X 0 0 0 MICHELLE CORSON Director 40.00 0.00 X X 120000 0 0 BRIAN SHULTZ Director 0.00 0.00 X 0 0 0 BRADLEY WILSON Secretary 0.00 0.00 X 0 0 0 CYNTHIA PHARR LEE Vice Chair 0.00 0.00 X 0 0 0 PAULA STEIN Director 0.00 0.00 X 0 0 0 MARIA COELLO Treasurer 0.00 0.00 X 0 0 0 PETER DETREMPE Director 0.00 0.00 X 0 0 0 Robbie Matamoros Director 0.00 0.00 X 0 0 0 Brian Murphy Director 0.00 0.00 X 0 0 0 Mary M Burnett COO 40.00 0.00 X 132500 0 0 252500 2 false false false 0 1637344 1637344 0 0 0 0 0 0 4846 -4846 -4846 0 0 Sublease Income 532000 13616 13616 13616 1646114 13616 -4846 X 0 0 0 0 271487 271487 0 202059 202059 0 25921 25921 33993 33993 0 10403 10403 16528 16528 0 0 0 0 32518 32518 12145 12145 20881 20881 0 97913 78129 19784 29675 29675 0 700 700 120 120 0 4309 4309 4462 1158 3304 Client Acquisition Outreach 93546 93546 Technology Project Manager Fee 72622 72622 Technology Upgrade - Other 48108 48108 Printing and Publications 33155 33130 25 124774 100564 15921 8289 1135319 1043791 83239 8289 11221 264347 0 558307 331500 0 0 0 0 0 2107 29154 7287 3751 21867 0 0 0 0 7654 7654 580933 627475 69343 39750 573900 139240 643243 178990 X -62310 448485 -62310 448485 580933 627475 510795 X false false false X 1200 82613 168924 712663 1637344 2602744 0 0 1200 82613 168924 712663 1637344 2602744 0 2602744 10 10 0 6000 390 200 13616 20206 2622960 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29154 7287 21867 21867 1650960 4846 4846 1646114 1646114 1140165 4846 4846 1135319 1135319 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Events Expense $4846 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Events Expense $4846 Form 990, Part VI, Line 11b: Form 990 Review Process FORM 990 IS EMAILED TO BOARD TREASURER BEFORE THE RETURN IS FILED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED ANNUALLY TO SIGN A "CONFLICT OF INTEREST" STATEMENT. MANAGEMENT INSURES THAT STAFF AND THE BOARD MEMBERS ARE EXEMPTED AS CONTRACTORS AND/OR VENDORS OF ON THE ROAD LENDING Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available No documents available to the public. Form 990, Part IX, Line 24e: Other Expenses ADMINISTRATION: Column (A) - Total = $907; Column (B) - Program Services = $907; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses BANK SERVICE CHARGES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Business Development : Column (A) - Total = $1160; Column (B) - Program Services = $1160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Client Appreciation Event: Column (A) - Total = $4975; Column (B) - Program Services = $4975; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Client Credit Analysis: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Client Referral Fee: Column (A) - Total = $331; Column (B) - Program Services = $331; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Client Related Expenses - Othe: Column (A) - Total = $40; Column (B) - Program Services = $40; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses CLIENT SERVICES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Coaches: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Credit Card Expense: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Credit Reporting : Column (A) - Total = $774; Column (B) - Program Services = $774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Dana Juett Fund : Column (A) - Total = $7212; Column (B) - Program Services = $7212; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Disaster Mobility Program : Column (A) - Total = $8723; Column (B) - Program Services = $8723; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Fractional CFO: Column (A) - Total = $3268; Column (B) - Program Services = $0; Column (C) - Management & General = $3268; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Gifts on behalf of Cliens: Column (A) - Total = $725; Column (B) - Program Services = $725; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Government Consulting: Column (A) - Total = $1251; Column (B) - Program Services = $1251; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Grantwriting : Column (A) - Total = $8289; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $8289 Form 990, Part IX, Line 24e: Other Expenses Human Resources : Column (A) - Total = $426; Column (B) - Program Services = $426; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Intake: Column (A) - Total = $1688; Column (B) - Program Services = $1688; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses LICENSES & FEES: Column (A) - Total = $561; Column (B) - Program Services = $0; Column (C) - Management & General = $561; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Marketing Prof Svcs: Column (A) - Total = $16942; Column (B) - Program Services = $16942; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses MEALS & ENTERTAINMENT: Column (A) - Total = $5147; Column (B) - Program Services = $3129; Column (C) - Management & General = $2018; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses MEMBERSHIP DUES: Column (A) - Total = $6540; Column (B) - Program Services = $0; Column (C) - Management & General = $6540; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses ORIX Grant Expense: Column (A) - Total = $981; Column (B) - Program Services = $981; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Partner Liaisons : Column (A) - Total = $112; Column (B) - Program Services = $112; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Partner Relations : Column (A) - Total = $5000; Column (B) - Program Services = $5000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Partner Support: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Postage and Shipping: Column (A) - Total = $2840; Column (B) - Program Services = $2137; Column (C) - Management & General = $703; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Prof Fee: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Program Supplies : Column (A) - Total = $5321; Column (B) - Program Services = $5321; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Project Design : Column (A) - Total = $8623; Column (B) - Program Services = $8623; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Propety Tax: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Research: Column (A) - Total = $11867; Column (B) - Program Services = $11867; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses ROUNDING: Column (A) - Total = $-2; Column (B) - Program Services = $0; Column (C) - Management & General = $-2; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Scaling - Other : Column (A) - Total = $8929; Column (B) - Program Services = $8929; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Staff Development: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses STAFF DEVELOPMENT: Column (A) - Total = $1671; Column (B) - Program Services = $0; Column (C) - Management & General = $1671; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses SUBSCRIPTIONS: Column (A) - Total = $1162; Column (B) - Program Services = $0; Column (C) - Management & General = $1162; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Supplies: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Toyota Grant Expense: Column (A) - Total = $4753; Column (B) - Program Services = $4753; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Translation Services : Column (A) - Total = $58; Column (B) - Program Services = $58; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Translation Services: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Vehicle Purchase : Column (A) - Total = $4500; Column (B) - Program Services = $4500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Vehicle Repairs & Maintenance: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0