2018-02-13T15:15:11-06:00 2017-09-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2016-10-01 751561127 LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER LUPU 4693740590 14675 MIDWAY ROAD SUITE 201 ADDISON TX 75001 TESSIE HOLLOWAY PRESIDENT/CEO 4693740590 2018-02-13 true ELAINE L SOMMERVILLE CPA P00204458 8177955046 2018-02-13 D3FCBD9B0E22ED9247C5972FCFF84A3507B16488 D3FCBD9B0E22ED9247C5972FCFF84A3507B16488 2016 2021-01-29 14:40:06Z X TESSIE HOLLOWAY 14675 MIDWAY ROAD SUITE 201 ADDISON TX 75001 380715 false X WWW.LUPUSLONESTAR.ORG X 1977 TX THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. 10 10 3 746 0 358157 338414 0 1008 525 -2284 -2495 356881 336444 0 0 224135 191788 0 60437 154839 149479 378974 341267 -22093 -4823 116913 108213 23302 19425 93611 88788 X THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. false false 268035 202 THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 204 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2016-2017 YEAR, THE ORGANIZATION: RESPONDED TO 1,140 INQUIRIES FOR ASSISTANCE. WELCOME PACKETS, PHYSICIAN REFERRALS, LUPUS FACTS AND AVAILABLE PROGRAMS AND SERVICES LISTS WERE SENT TO LUPUS PATIENTS AND/OR THEIR FAMILY MEMBERS. EDUCATED 2,255 INDIVIDUALS THROUGH 25 EDUCATIONAL PROGRAMS, INCLUDING LUPUS EDUCATION TO UNDERSERVED POPULATIONS, ANNUAL LUPUS CONFERENCE, AND TELECONFERENCE SERIES. THE CHAPTER ALSO PROVIDED WORKSHOPS, WEBINARS, AND MADE PRESENTATIONS TO GROUPS ABOUT LUPUS. THESE PROGRAMS ARE DESIGNED TO EDUCATE LUPUS PATIENTS, FAMILY MEMBERS AND CAREGIVERS. THE PROGRAMS ARE CONDUCTED BY PHYSICIANS, TRAINED VOLUNTEERS, AND STAFF. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO OVER NEARLY 18,500 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 604 INDIVIDUALS. SUPPORT GROUPS ARE CONDUCTED BY CERTIFIED VOLUNTEERS AND STAFF. CONDUCTED PUBLIC EDUCATION AT 55 COMMUNITY AND CORPORATE HEALTH FAIRS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK 5,000 FOLLOWERS, TWITTER 1,531 FOLLOWERS, AND 204 INSTAGRAM POSTINGS. HELD THE "WALK TO END LUPUS NOW" EVENT IN FIVE CITIES: DALLAS/FORT WORTH, AUSTIN, SAN ANTONIO, KILLEEN, AND LUBBOCK. THE EVENT REACHED MORE THAN 6,500 WALKERS AND PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 18,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS. 268035 true true false false false false false false false false true false false false false true true false false 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 true 0 0 3 true false false false false false true true false false false false X 10 10 false false false false true false false true true false false true true true true true true true false false X X X TESSIE HOLLOWAY 4693740590 14675 MIDWAY ROAD SUITE 201 ADDISON TX 75001 TONYA DIXON MURAGURI BOARD CHAIR/ 15.00 X X 0 0 0 DOLORES ENGLISH VICE CHAIR/D 5.00 X X 0 0 0 NATALIE WASKEL SECRETARY/DI 2.00 X X 0 0 0 MAGGIE TARSINOS TREASURER/DI 5.00 X X 0 0 0 RACHEL ZIOLKOWSKI ULLRICH PAST CHAIR/D 2.00 X 0 0 0 CAROLYN TESCHEMACHER DIRECTOR EME 2.00 X 0 0 0 ANGELA JOHNSON DIRECTOR 2.00 X 0 0 0 ATHENA BAUMANN DIRECTOR 2.00 X 0 0 0 SAUNDRA FINLEY DIRECTOR 2.00 X 0 0 0 CARMETHIA SANDERS DIRECTOR 2.00 X 0 0 0 TESSIE HOLLOWAY PRESIDENT/CE 40.00 X 83963 0 6717 83963 6717 false false false 25 14245 324144 10587 338414 1174 1174 35000 35546 103 -546 -103 -649 -649 4650 14245 8622 -3972 -3972 202 202 202 OTHER REVENUE 1275 1275 1275 336444 202 -2172 81325 70604 6366 4355 75665 65256 243 10166 18638 15698 1111 1829 16160 14101 1749 310 10450 7837 1938 675 16167 14653 674 840 4736 3316 1420 28771 25170 463 3138 11583 10438 1145 283 283 36569 36569 3711 2799 134 778 1394 1061 117 216 WALK TO END LUPUS EXPENSE 35565 35565 MISCELLANEOUS EXPENSES 250 250 341267 268035 12795 60437 38420 62846 142 531 14240 12114 1317 995 28919 19935 7348 8984 54684 20312 762 2431 116913 108213 23302 16672 2753 23302 19425 X 93611 88788 93611 88788 116913 108213 -4823 X false true X true false X 297287 360271 369432 358157 338414 1723561 532 236 605 132 202 1707 17320 22660 6000 5925 51905 297819 377827 392697 364289 344541 1777173 10000 15950 21180 19345 18586 85061 10000 15950 21180 19345 18586 85061 1692112 2306 1734 2 157 1174 5373 2306 1734 2 157 1174 5373 363 363 300125 379561 393062 364446 345715 1782909 0.94910 0.95330 0.00000 0.00000 X PART III, LINE 12 363 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28919 19935 8984 8984 X 350274 5105 8622 13727 336547 -103 -103 336444 355097 5105 103 8622 13830 341267 341267 SCHEDULE D, PAGE 3, PART X LFA IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2017 AND 2016, LFA HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS OF LFA ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS 8,622 SCHEDULE D, PAGE 4, PART XI, LINE 4B LOSS ON DISPOSAL OF ASSETS -103 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS 8,622 GALA 18895 14245 4650 5140 750 2732 18895 14245 4650 5140 750 2732 8622 -3972 FORM 990, PAGE 2, PART III, LINE 4A TELECONFERENCE SERIES. THE CHAPTER ALSO PROVIDED WORKSHOPS, WEBINARS, AND MADE PRESENTATIONS TO GROUPS ABOUT LUPUS. THESE PROGRAMS ARE DESIGNED TO EDUCATE LUPUS PATIENTS, FAMILY MEMBERS AND CAREGIVERS. THE PROGRAMS ARE CONDUCTED BY PHYSICIANS, TRAINED VOLUNTEERS, AND STAFF. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO OVER NEARLY 18,500 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 604 INDIVIDUALS. SUPPORT GROUPS ARE CONDUCTED BY CERTIFIED VOLUNTEERS AND STAFF. CONDUCTED PUBLIC EDUCATION AT 55 COMMUNITY AND CORPORATE HEALTH FAIRS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK 5,000 FOLLOWERS, TWITTER 1,531 FOLLOWERS, AND 204 INSTAGRAM POSTINGS. HELD THE "WALK TO END LUPUS NOW" EVENT IN FIVE CITIES: DALLAS/FORT WORTH, AUSTIN, SAN ANTONIO, KILLEEN, AND LUBBOCK. THE EVENT REACHED MORE THAN 6,500 WALKERS AND PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 18,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY 3 INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.