FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATION & RESEARCH IN VISION INC (EIN 76-0216422)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-03-19
- IRS object ID
- 201820789349300602
- 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 | 2018-03-19T09:04:51-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760361151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRINKLE GARDNER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1707 | AddressLine1Txt |
| City | FRIENDSWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77549 | 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 | 760216422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EDUCATION AND RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | IN VISION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7137431795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 CALHOUN RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE NGUYEN OD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7137431795 | PhoneNum |
| Signature | 2018-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS GARDNER CPA | PreparerPersonNm |
| PTIN | P00450966 | PTIN |
| Phone | 2813381120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.102.136.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-19 | IPDt |
| IP Tm | 09:04:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F1FD30DF5220376FF11CC9A2DC83EEA3EB3D30D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F1FD30DF5220376FF11CC9A2DC83EEA3EB3D30D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE NGUYEN OD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 S HAMPTON RD SUITE B | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,826,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND RESEARCH IN VISION | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $868,265 | PYContributionsGrantsAmt |
| CY Contributions Grants | $547,344 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $632,179 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $680,833 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,402 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,763 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,278 | PYOtherRevenueAmt |
| CY Other Revenue | $41,584 | CYOtherRevenueAmt |
| PY Total Revenue | $1,702,124 | PYTotalRevenueAmt |
| CY Total Revenue | $1,445,524 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $721,158 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $378,381 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $721,648 | PYOtherExpensesAmt |
| CY Other Expenses | $744,486 | CYOtherExpensesAmt |
| PY Total Expenses | $1,442,806 | PYTotalExpensesAmt |
| CY Total Expenses | $1,122,867 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $259,318 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $322,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,170,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,740,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,170,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,740,362 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATION AND RESEARCH IN VISION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $647,735 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXPENSES OF SPONSORING THE UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY CONTINUING EDUCATION PROGRAM FOR PROFESSIONAL OPTOMETRISTS TO MEET STATE CONTINUING EDUCATION REQUIREMENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $136,254 | ExpenseAmt |
| Grant | $136,254 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR REGIONAL AND NATIONAL VISION RELATED PROGRAMS AND ORGANIZATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $131,388 | ExpenseAmt |
| Grant | $131,388 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONTRIBUTIONS TO UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY AND OTHER VISIONARY AND HEALTH RELATED ORGANIZATIONS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,739 | ExpenseAmt |
| Grant | $110,739 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $110,739 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $110,739 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,026,116 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | 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 | LIZ MAUZY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137431795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 CALHOUN RD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN COBLE OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| VISSETT SUN OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| GLENN ELLISOR OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| JEFF JONES OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| JERALD STRICKLAND OD PHD FAAO | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| DESIREE HOPPING OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| BRENT MIXON OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| TIM PLANTY OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| MARTIN PRATI OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| TYLER THOMPSON OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| STACIE VIRDEN OD | ||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| STEVE NGUYEN OD | ||||||
| PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| DEBORAH BERNAY OD | ||||||
| PAST PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| TOM ANNUZIATO OD | ||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| BRIAN J BLOUNT | ||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| JIMMY WADLEY OD | ||||||
| VICE PRESIDENT | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $547,344 | AllOtherContributionsAmt |
| Total Contributions | $547,344 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUING EDUCATION | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $680,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $680,833 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $680,833 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,484 | TotalRevenueColumnAmt |
| Exclusion | $134,484 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,230,525 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,189,246 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,279 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,279 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,555 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $181,096 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,459 | TotalRevenueColumnAmt |
| Exclusion | $12,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $39,351 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,226 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,125 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,445,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $751,237 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,943 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,381 | TotalAmt |
| Program Services | $378,381 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,140 | TotalAmt |
| Management And General | $19,140 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EXPENSE-CE, IIIA | $647,735 | $647,735 | |
| INVESTMENT FEES | $41,783 | $41,783 | |
| GEN & ADM - OTHER | $35,828 | $35,828 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,867 | TotalAmt |
| Program Services | $1,026,116 | ProgramServicesAmt |
| Management And General | $96,751 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,526 | BOYAmt |
| EOY | $514,069 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,646 | BOYAmt |
| EOY | $17,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,575 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,400,344 | BOYAmt |
| EOY | $5,209,036 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,170,516 | BOYAmt |
| EOY | $5,740,362 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,170,516 | BOYAmt |
| EOY | $5,740,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,170,516 | BOYAmt |
| EOY | $5,740,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,170,516 | BOYAmt |
| EOY | $5,740,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $322,657 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $247,189 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $654,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $630,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $868,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $547,344 | CurrentTaxYearAmt |
| Total | $3,372,762 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $654,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $630,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $868,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $547,344 | CurrentTaxYearAmt |
| Total | $3,372,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,372,762 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,484 | CurrentTaxYearAmt |
| Total | $700,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,073,509 | TotalSupportAmt |
| Public Support CY170 | 0.82800 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $3,982,841 | BeginningYearBalanceAmt |
| Contributions | $296,346 | ContributionsAmt |
| Investment Earnings Or Losses | $125,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $54,510 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,349,916 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,430,428 | BeginningYearBalanceAmt |
| Contributions | $502,968 | ContributionsAmt |
| Investment Earnings Or Losses | $101,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,982,841 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,200,260 | BeginningYearBalanceAmt |
| Contributions | $208,229 | ContributionsAmt |
| Investment Earnings Or Losses | $120,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,540 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,873 | AdministrativeExpensesAmt |
| End Year Balance | $3,430,427 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,878,447 | BeginningYearBalanceAmt |
| Contributions | $243,353 | ContributionsAmt |
| Investment Earnings Or Losses | $100,649 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,189 | AdministrativeExpensesAmt |
| End Year Balance | $3,200,260 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,602,056 | BeginningYearBalanceAmt |
| Contributions | $175,676 | ContributionsAmt |
| Investment Earnings Or Losses | $106,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,800 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $348 | AdministrativeExpensesAmt |
| End Year Balance | $2,878,448 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,575 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,884,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $296,948 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,528 | OtherRevenueAmt |
| Revenue Not Reported | $247,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,636,846 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$191,322 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$191,322 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,445,524 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,335,603 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $212,736 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $212,736 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,122,867 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,122,867 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS SUBJECT TO TERMS OF ENDOWMENT |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DEFERRED REVENUE PREPAID EXPENSES RECLASSED TO EXPENSE |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COGS SALE OF INVENTORY FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ACCOUNTS PAYABLE FUNDRAISING EXP, SALE OF INVENTORY RECLASS FROM INCOME |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STUDENT ACTIVITIES | Event1Nm |
| Gross Receipts Event1 | $84,671 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $84,671 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $126,998 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $36,916 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $36,916 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $71,968 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $71,968 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $54,098 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $193,555 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $193,555 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $181,096 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $181,096 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,459 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PART III, LINES 4B, 4C, 4D | GrantTypeTxt |
| Cash Grant | $378,381 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES DESCRIPTION | SCHOLARSHIPS TO STUDENTS IN UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY BOARD OF DIRECTORS AND APPROVED BEFORE FILING |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST |
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