MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS (EIN 46-3992618)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-22
- IRS object ID
- 201812959349300866
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-22T12:38:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 463992618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWS MENTAL HEALTH POLICY | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE FOR TEXAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 2146148225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SWISS AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KELLER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2146148225 | PhoneNum |
| Signature | 2018-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.0.230.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-19 | IPDt |
| IP Tm | 09:05:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B5B50489232FC285D498B6E23FEEB827DEAB140 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B5B50489232FC285D498B6E23FEEB827DEAB140 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW KELLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SWISS AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,871,046 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TEXASSTATEOFMIND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE INDEPENDENT, NON-PARTISAN, AND TRUSTED POLICY AND PROGRAM GUIDANCE THAT CREATES SYSTEMIC CHANGES SO ALL TEXANS CAN OBTAIN EFFECTIVE, EFFICIENT BEHAVIORAL HEALTH CARE WHEN AND WHERE THEY NEED IT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,095,087 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,488,751 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,149,048 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $393,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,254,204 | PYTotalRevenueAmt |
| CY Total Revenue | $35,891,531 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $593,736 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,508,894 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,875,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,464,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $491,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,431,068 | PYOtherExpensesAmt |
| CY Other Expenses | $6,261,027 | CYOtherExpensesAmt |
| PY Total Expenses | $11,900,176 | PYTotalExpensesAmt |
| CY Total Expenses | $14,234,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,645,972 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,657,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,545,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,572,504 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,146,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,516,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,398,412 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,055,734 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MEADOWS MENTAL HEALTH POLICY INSTITUTE HAS ESTABLISHED FIVE KEY PRINCIPLES THAT GUIDE THE WORK OF THE INSTITUTE. THESE PRINCIPLES ARE THE RESULT OF RESEARCH INTO BEST PRACTICES AND EFFECTIVE POLICIES IN MENTAL HEALTH SERVICES. THE FIVE KEY PRINCIPLES ARE THE FOLLOWING:1) TEXANS DESERVE BEHAVIORAL HEALTH CARE THAT IS ACCESSIBLE, UNDERSTANDABLE, EFFICIENT AND EFFECTIVE.2) THE STATE OF TEXAS AND ITS AGENCIES MUST BE ACCOUNTABLE TO TAXPAYERS FOR THE PERFORMANCE OF ITS BEHAVIORAL HEALTH SYSTEMS.3) BEHAVIORAL HEALTH CARE IS BEST DELIVERED THROUGH LOCAL SYSTEMS THAT ARE HELD ACCOUNTABLE FOR RESULTS AND ABLE TO WORK COLLABORATIVELY TO HELP TEXANS IN NEED.4) PERFORMANCE EVALUATION OF THE BEHAVIORAL HEALTH SYSTEM MUST BE CONTINUOUS, OUTCOME FOCUSED, AND DRIVEN BY MEANINGFUL DATA.5) A SKILLED AND ROBUST BEHAVIORAL HEALTH CARE WORKFORCE IS ESSENTIAL TO IMPROVE THE WELLNESS OF TEXANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,208,411 | ExpenseAmt |
| Grant | $2,508,894 | GrantAmt |
| Revenue | $393,304 | RevenueAmt |
| Desc | IMPROVE STATE LEVEL POLICY - STATE AND LOCAL REGULATIONS, THE WAY THEY ARE IMPLEMENTED, AND THE WAY PUBLIC AND PRIVATE HEALTH CARE FUNDING FLOWS ALL AFFECT WHAT HEALTH CARE IS DELIVERED AND HOW. MMHPI PROVIDES TEXAS LEADERS WITH THE BEST INFORMATION AVAILABLE WHEN THEY MAKE DECISIONS ABOUT LAWS, HOW TO IMPLEMENT THEM, AND HOW TO FUND CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,599,608 | ExpenseAmt |
| Desc | DEVELOP LOCAL BEHAVIORAL HEALTH SYSTEMS - MMHPI PUTS POLICY INTO PRACTICE, AND OUR POLICY RECOMMENDATIONS ARE BASED ON WHAT IS HAPPENING IN THE REAL WORLD. MMHPI WORKS ON THE GROUND IN EVERY REGION OF THE STATE, SO WE HAVE FIRST-HAND KNOWLEDGE OF THE CAPABILITIES, INNOVATIONS, AND NEEDS OF COMMUNITIES. THIS UNIQUE POSITION INFORMS THE POLICY RECOMMENDATIONS WE BRING TO AUSTIN, AND ALSO LETS MMHPI BETTER HELP LOCAL COMMUNITIES COLLABORATE AND WORK TOGETHER TO IMPROVE CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,037,488 | ExpenseAmt |
| Desc | CHANGE PUBLIC AWARENESS TO IMPROVE ACCESS TO EFFECTIVE CARE - TWO-THIRDS OF PEOPLE WHO NEED CARE NEVER SEEK IT, OFTEN BECAUSE THEY DO NOT KNOW THAT EFFECTIVE HELP IS AVAILABLE AND RECOVERY AND REMISSION ARE POSSIBLE. NINE IN TEN TEXANS FEEL THAT MENTAL HEALTH IS HARDER TO TALK ABOUT THAN OTHER HEALTH CONCERNS. THEREFORE, MMHPI WORKS TO INCREASE PUBLIC AWARENESS OF MENTAL AND BRAIN DISEASES AND THEIR EFFECTIVE TREATMENT, SO THAT TEXANS TALK MORE OPENLY ABOUT MENTAL AND BRAIN HEALTH AND HELP EACH OTHER ACCESS EFFECTIVE CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,845,507 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 43 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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 | BILL SOLOMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2146148225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| OCTAVIO MARTINEZ JR | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LYNDON OLSON | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID BROWN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT EARLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA EVANS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO FERNANDEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAUREEN HACKETT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY HARLAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT HAWKINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM LUCE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN MORIARTY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARRIET O'NEILL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN OPPERMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEEDIE ROSE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA STREET | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES BUTT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHARON BUTTERWORTH | |||||||||
| SECRETARY/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BOB GARRETT | |||||||||
| TREASURER/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREW KELLER | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $472,315 | $0 | $33,190 | ||||
| PHIL RITTER | |||||||||
| COO | 40.00 | $342,389 | $0 | $32,947 | Yes (X) | ||||
| MICHELLE HARPER | |||||||||
| VP FOR CHILD AND FAMILY POLICY | 40.00 | $222,591 | $0 | $31,596 | Yes (X) | ||||
| MICHELE GUZMAN | |||||||||
| VP OF ADMINISTRATION | 40.00 | $180,133 | $0 | $30,903 | Yes (X) | ||||
| JOHN PETRILA | |||||||||
| VP OF ADULT POLICY | 40.00 | $334,978 | $0 | $24,583 | Yes (X) | ||||
| COBY CHASE | |||||||||
| VP OF EXTERNAL AFFAIRS | 40.00 | $227,063 | $0 | $7,947 | Yes (X) | ||||
| WILLIAM SOLOMON | |||||||||
| SR DIRECTOR OF FINANCE | 40.00 | $141,471 | $0 | $29,515 | Yes (X) | ||||
| NELSON JARRIN | |||||||||
| SR DIRECTOR OF GOVERNMENT AFFAIRS | 40.00 | $148,372 | $0 | $28,495 | Yes (X) | ||||
| MONICA THYSSEN | |||||||||
| SR DIRECTOR OF HEALTH POLICY | 40.00 | $145,556 | $0 | $4,367 | Yes (X) | ||||
| SEEMA SHAH | |||||||||
| SR DIRECTOR OF PEDIATRIC HEALTH POLICY | 40.00 | $133,796 | $0 | $21,902 | Yes (X) | ||||
| SEAN HANNA | |||||||||
| SR DIRECTOR OF VETERAN ENGAGEMENT | 40.00 | $128,925 | $0 | $20,469 | Yes (X) | ||||
| JACQUALENE STEPHENS | |||||||||
| VP OF SYSTEM TRANSFORMATION | 40.00 | $109,722 | $0 | $3,292 | Yes (X) | ||||
| ROBERT KINCAID | |||||||||
| FORMER SENIOR VP AND GENERAL COUNSEL | 40.00 | $103,702 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,691,013 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $269,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRIWEST GROUP LLC | |||||
| 4450 ARAPAHOE AVE STE 100 | BOULDER | CO | 80303 | CONSULTING | $2,675,824 |
| LOOPBACK LLC | |||||
| 14900 LANDMARK BLVD STE 240 | DALLAS | TX | 75254 | PROJECT SUB-CONTRACTOR | $1,000,000 |
| LDWW GROUP MARKETING AND COMMUNICATIONS | |||||
| 2651 N HARWOOD ST STE 220 | DALLAS | TX | 75201 | MARKETING AND COMMUNICATIONS | $865,540 |
| HAMILTON VOPELAK PC | |||||
| 450 HOUSTON ST | COPPELL | TX | 75019 | LEGAL | $136,357 |
| LUCE CONSULTING COMPANY | |||||
| 7234 LANE PARK DR | DALLAS | TX | 75225 | CONSULTING | $121,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $35,488,751 | AllOtherContributionsAmt |
| Total Contributions | $35,488,751 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EVALUATION CONTRACTS | 900099 | $362,013 | $362,013 |
| CONFERENCE FEES | 900099 | $31,291 | $31,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $393,304 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,210 | TotalRevenueColumnAmt |
| Exclusion | $3,210 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,985,781 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,979,515 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,266 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,266 | TotalRevenueColumnAmt |
| Exclusion | $6,266 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,891,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $393,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508,894 | TotalAmt |
| Program Services | $2,508,894 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,779,468 | TotalAmt |
| Program Services | $1,415,484 | ProgramServicesAmt |
| Management And General | $219,601 | ManagementAndGeneralAmt |
| Fundraising | $144,383 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,812,333 | TotalAmt |
| Program Services | $2,237,080 | ProgramServicesAmt |
| Management And General | $347,067 | ManagementAndGeneralAmt |
| Fundraising | $228,186 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,845 | TotalAmt |
| Program Services | $98,513 | ProgramServicesAmt |
| Management And General | $15,283 | ManagementAndGeneralAmt |
| Fundraising | $10,049 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,005 | TotalAmt |
| Program Services | $381,026 | ProgramServicesAmt |
| Management And General | $59,113 | ManagementAndGeneralAmt |
| Fundraising | $38,866 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,637 | TotalAmt |
| Program Services | $214,484 | ProgramServicesAmt |
| Management And General | $33,275 | ManagementAndGeneralAmt |
| Fundraising | $21,878 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,317 | TotalAmt |
| Management And General | $409,317 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,932 | TotalAmt |
| Management And General | $109,932 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372,248 | TotalAmt |
| Program Services | $3,372,248 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,200 | TotalAmt |
| Program Services | $1,148,407 | ProgramServicesAmt |
| Management And General | $793 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,561 | TotalAmt |
| Management And General | $42,561 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,937 | TotalAmt |
| Management And General | $32,937 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,447 | TotalAmt |
| Program Services | $5,075 | ProgramServicesAmt |
| Management And General | $133,315 | ManagementAndGeneralAmt |
| Fundraising | $57 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,677 | TotalAmt |
| Program Services | $374,439 | ProgramServicesAmt |
| Management And General | $342,825 | ManagementAndGeneralAmt |
| Fundraising | $48,413 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,009 | TotalAmt |
| Management And General | $21,009 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,899 | TotalAmt |
| Management And General | $37,899 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,399 | TotalAmt |
| Management And General | $11,399 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONFERENCE FEES | $68,145 | $68,145 | ||
| BOOKS AND SUBSCRIPTIONS | $38,584 | $1,444 | $37,140 | |
| DUES AND SUBSCRIPTIONS | $16,827 | $1,250 | $15,577 | |
| PRINTING AND PHOTOCOPYI | $16,593 | $14,187 | $2,239 | $167 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,252 | TotalAmt |
| Program Services | $4,831 | ProgramServicesAmt |
| Management And General | $25,421 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,234,209 | TotalAmt |
| Program Services | $11,845,507 | ProgramServicesAmt |
| Management And General | $1,896,703 | ManagementAndGeneralAmt |
| Fundraising | $491,999 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,335 | BOYAmt |
| EOY | $177,687 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,453,067 | BOYAmt |
| EOY | $2,282,802 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,691,638 | BOYAmt |
| EOY | $30,975,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,133 | BOYAmt |
| EOY | $48,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,995 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,908 | BOYAmt |
| EOY | $88,652 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,545,081 | BOYAmt |
| EOY | $33,572,504 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,970 | BOYAmt |
| EOY | $710,213 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,699 | BOYAmt |
| EOY | $806,557 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,669 | BOYAmt |
| EOY | $1,516,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858 | BOYAmt |
| EOY | $747,625 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,361,554 | BOYAmt |
| EOY | $16,283,109 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $15,025,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,398,412 | BOYAmt |
| EOY | $32,055,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,545,081 | BOYAmt |
| EOY | $33,572,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,657,322 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| 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 | $22,149,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,888,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,486,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,510,459 | CurrentTaxYearAmt |
| Total | $50,918,057 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,149,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,888,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,486,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,510,459 | CurrentTaxYearAmt |
| Total | $50,918,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,695,448 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,222,609 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,210 | CurrentTaxYearAmt |
| Total | $42,802 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,960,859 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,265,988 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: CASH AMOUNT: 20000000. |
| PART II, SHORT YEAR EXPLANATION: | THE ORGANIZATION'S 2013 TAX YEAR WAS A SHORT YEAR BECAUSE IT WAS THE ORGANIZATION'S INITIAL YEAR. |
| PART II, SHORT YEAR EXPLANATION: | THE ORGANIZATION'S 2014 TAX YEAR WAS A SHORT YEAR BECAUSE THE ORGANIZATION CHANGED ITS ACCOUNTING YEAR FROM A FISCAL YEAR ENDING ON AUGUST 31 TO A CALENDAR YEAR ENDING ON DECEMBER 31. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $411,136 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $411,136 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,823,073 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,234,209 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $861,710 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $215,428 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $350,101 | CurrentYearMinus3Amt |
| Current Year Minus2 | $537,359 | CurrentYearMinus2Amt |
| Current Year Minus1 | $745,009 | CurrentYearMinus1Amt |
| Current Year | $861,710 | CurrentYearAmt |
| Total | $2,494,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,741,269 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $89,173 | CurrentYearMinus3Amt |
| Current Year Minus2 | $220,996 | CurrentYearMinus2Amt |
| Current Year Minus1 | $317,422 | CurrentYearMinus1Amt |
| Current Year | $411,136 | CurrentYearAmt |
| Total | $1,038,727 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $87,525 | CurrentYearMinus3Amt |
| Current Year Minus2 | $134,340 | CurrentYearMinus2Amt |
| Current Year Minus1 | $186,252 | CurrentYearMinus1Amt |
| Current Year | $215,428 | CurrentYearAmt |
| Total | $623,545 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $935,318 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,000 | BeginningYearBalanceAmt |
| Contributions | $15,000,000 | ContributionsAmt |
| End Year Balance | $15,025,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $25,000 | ContributionsAmt |
| End Year Balance | $25,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,064 | DepreciationAmt |
| Book Value | $32,275 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,308 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,931 | DepreciationAmt |
| Book Value | $56,377 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,652 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,972,348 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $80,817 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $80,817 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,891,531 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,891,531 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,315,026 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $80,817 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $80,817 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,234,209 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,234,209 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS OF DECEMBER 31, 2017, THE INSTITUTE HAS DONOR-RESTRICTED ENDOWMENT FUNDS WHICH PROVIDE FUNDING TO SUPPORT THE WORK OF STUDENTS AND INTERNS ENGAGED BY THE INSTITUTE, AND TO PROVIDE FUNDING TO SUPPORT THE OPERATIONS OF THE HACKETT CENTER FOR MENTAL HEALTH WHICH WILL BE ESTABLISHED IN HOUSTON, TEXAS. THESE ENDOWMENT FUNDS ARE CLASSIFIED WITHIN PERMANENTLY RESTRICTED NET ASSETS. THE INSTITUTE HAS AN UNFUNDED BOARD-DESIGNATED ENDOWMENT. THE INSTITUTE'S ENDOWMENTS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME FROM WHICH IS AVAILABLE TO SUPPORT THE PROGRAMS IDENTIFIED BY THE DONORS. FOR THE STUDENTS AND INTERNS ENDOWMENT, ANY EARNINGS IN EXCESS OF THE ORIGINAL CORPUS ARE APPROPRIATE TO SUPPORT THE DESIGNATED PURPOSE. THE $15,000,000 HACKETT CENTER FOR MENTAL HEALTH ENDOWMENT WAS COMMITTED IN 2017 AND IS INCLUDED IN PLEDGES AND GRANTS RECEIVABLE (NET) ON THE BALANCE SHEET. ALL NET EARNINGS OF THIS ENDOWMENT WILL BE AVAILABLE FOR APPROPRIATION, WITH A MINIMUM OF 70% TO BE USED TO SUPPORT THE HACKETT CENTER STAFF AND ITS DEFINED PROGRAM OF WORK IN THE HOUSTON REGION. THE REMAINDER MAY BE USED TO FUND STATEWIDE POLICY AND PROGRAM ACTIVITIES AND OVERHEAD EXPENSES OF THE INSTITUTE. |
| PART X, LINE 2: | GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION WITHIN THE UNITED STATES AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. THERE WERE NO PENALTIES OR INTEREST DURING THE YEARS ENDED DECEMBER 31, 2017 OR 2016. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COMMUNITIES IN SCHOOLS OF HOUSTON INC | |||||||
| 1235 NORTH LOOP W | HOUSTON | TX | 77008 | 760031827 | 501(C)(3) | $41,500 | FUNDING OF MENTAL HEALTH INITIATIVE IN SPRING BRANCH ISD: MENTAL HEALTH SPECIALIST POSITION |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DR STE 6000 | HOUSTON | TX | 77056 | 237160400 | 501(C)(3) | $100,000 | STORIES OF THE MIND. 10X30 SERIES FOR PBS AFFILIATE STATIONS, SEASON 2 |
| UT HEALTH SCIENCE CENTER AT HOUSTON | |||||||
| 7000 FANNIN ST UCT STE 1006 | HOUSTON | TX | 77030 | 741761309 | 501(C)(3) | $128,361 | UT SCHOOL OF PUBLIC HEALTH REVIEW OF MEDICAID CLAIMS BY INDIVIDUALS WITH SERIOUS MENTAL HEALTH ISSUES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE SPENT ON STATE AND LOCAL PROJECTS (INCLUDING PUBLIC SECTOR) AND ALL ARE WITHIN THE STATE OF TEXAS. ANY AFFILIATED ORGANIZATIONS AND CONTRACTORS ARE ALL KNOWN AND GENERALLY BASED IN TEXAS. ALL GRANTS ARE PURSUANT TO A WRITTEN AGREEMENT AND ARE MONITORED BY A GRANTS MANAGEMENT TEAM, LEGAL COUNSEL AND FINANCIAL PERSONNEL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW KELLER | ||||||||||||||
| PRESIDENT/CEO | $412,315 | $0 | $60,000 | $0 | $0 | $0 | $8,100 | $0 | $25,090 | $0 | $505,505 | $0 | $0 | $0 |
| PHIL RITTER | ||||||||||||||
| COO | $326,026 | $0 | $16,363 | $0 | $0 | $0 | $8,100 | $0 | $24,847 | $0 | $375,336 | $0 | $0 | $0 |
| MICHELLE HARPER | ||||||||||||||
| VP FOR CHILD AND FAMILY POLICY | $207,751 | $0 | $14,840 | $0 | $0 | $0 | $6,749 | $0 | $24,847 | $0 | $254,187 | $0 | $0 | $0 |
| MICHELE GUZMAN | ||||||||||||||
| VP OF ADMINISTRATION | $161,383 | $0 | $18,750 | $0 | $0 | $0 | $5,813 | $0 | $25,090 | $0 | $211,036 | $0 | $0 | $0 |
| JOHN PETRILA | ||||||||||||||
| VP OF ADULT POLICY | $325,260 | $0 | $9,718 | $0 | $0 | $0 | $8,100 | $0 | $16,483 | $0 | $359,561 | $0 | $0 | $0 |
| COBY CHASE | ||||||||||||||
| VP OF EXTERNAL AFFAIRS | $216,360 | $0 | $10,703 | $0 | $0 | $0 | $6,821 | $0 | $1,126 | $0 | $235,010 | $0 | $0 | $0 |
| WILLIAM SOLOMON | ||||||||||||||
| SR DIRECTOR OF FINANCE | $135,148 | $0 | $6,323 | $0 | $0 | $0 | $4,425 | $0 | $25,090 | $0 | $170,986 | $0 | $0 | $0 |
| NELSON JARRIN | ||||||||||||||
| SR DIRECTOR OF GOVERNMENT AFFAIRS | $141,302 | $0 | $7,070 | $0 | $0 | $0 | $4,551 | $0 | $23,944 | $0 | $176,867 | $0 | $0 | $0 |
| SEEMA SHAH | ||||||||||||||
| SR DIRECTOR OF PEDIATRIC HEALTH POLI | $133,796 | $0 | $0 | $0 | $0 | $0 | $4,297 | $0 | $17,605 | $0 | $155,698 | $0 | $0 | $0 |
| ROBERT KINCAID | ||||||||||||||
| FORMER SENIOR VP AND GENERAL COUNSEL | $0 | $0 | $0 | $0 | $103,702 | $0 | $0 | $0 | $0 | $0 | $103,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS FOR FIRST OR BUSINESS CLASS TRAVEL FOR MEMBERS OF ITS LEADERSHIP TEAM WHEN SUCH TRAVEL IS APPROPRIATE BASED ON DISTANCE, TRAVEL SCHEDULE, AND/OR THE NEED TO WORK DURING TRAVEL. |
| PART I, LINE 1B | REGARDING PAYMENT AND REIMBURSEMENT OF FIRST CLASS OR BUSINESS CLASS TRAVEL, THE INSTITUTE REQUIRED SUBSTANTIATION OF A VALID BUSINESS PURPOSE FOR SUCH TRAVEL AND CEO APPROVAL OF SUCH EXPENSES BEFORE REIMBURSEMENT. |
| PART I, LINE 7 | ALL PERSONS LISTED WHO RECEIVED COMPENSATION WERE ELIGIBLE FOR, AND RECEIVED, PERFORMANCE-BASED BONUSES SUBJECT TO A CAP. THE AMOUNT OF THE PRESIDENT/CEO'S BONUS WAS DETERMINED BY THE INSTITUTE'S AUDIT & FINANCE COMMITTEE. THE AMOUNTS OF THE BONUSES OF ALL OTHER LISTED PERSONS WAS DETERMINED BY THE PRESIDENT/CEO. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LDWW GROUP MARKETING & COMMUNICATIONS LP | |||
| OWNED BY SON OF DIRECTOR | $865,540 | DEVELOP MARKETING AND PUBLIC RELATION PROGRAMS AND MATERIAL. | 0 |
| LUCE CONSULTING COMPANY | |||
| OWNED BY DIRECTOR | $121,703 | CONSULTING SERVICES | 0 |
| TRIWEST GROUP LLC | |||
| OFFICER WAS PARTIAL OWNER PRIOR TO BECOMING CEO | $2,675,824 | CONSULTING SERVICES | 0 |
| CHIEF DAVID O BROWN AND ASSOCIATES LLC | |||
| OWNED BY DIRECTOR | $50,000 | CONSULTING SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS IS PROVIDED WITH A DRAFT OF FORM 990 BEFORE IT IS FILED WITH THE IRS TO AFFORD THE BOARD OF DIRECTORS AN OPPORTUNITY TO REVIEW AND COMMENT. THEY ARE ALSO PROVIDED WITH A FINAL COPY OF THE FORM 990 TO BE FILED WITH THE IRS BEFORE THE FORM IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ON AN ANNUAL BASIS. THE COMPLETED FORMS ARE RETURNED TO THE ORGANIZATION AND THE ORGANIZATION AND ITS LEGAL COUNSEL REVIEW THE COMPLETED FORMS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN AUTHORIZED BODY OF THE BOARD APPROVED COMPENSATION OF THE CEO AFTER RECEIVING COMPARABILITY DATA AND OTHER INFORMATION FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTED THE DELIBERATION AND DECISION OF THE AUTHORIZED BODY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | POLICY SERVICES: PROGRAM SERVICE EXPENSES 3,372,248. TOTAL EXPENSES 3,372,248. |
| FORM 990, PART IX, LINE 24E | FACILITY AND EQUIPMENT: PROGRAM SERVICE EXPENSES 699. MANAGEMENT AND GENERAL EXPENSES 15,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,412. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,445. MANAGEMENT AND GENERAL EXPENSES 4,914. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,359. POSTAGE AND MAILING: PROGRAM SERVICE EXPENSES 2,687. MANAGEMENT AND GENERAL EXPENSES 3,589. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,276. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,205. |
| FORM 990, PART XII, LINE 2C | THE AUDIT & FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT THAT AUDITS THE INSTITUTE'S FINANCIAL STATEMENTS. |
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