3 TO 1 FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 3 TO 1 FOUNDATION (EIN 75-2731283)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-15
- IRS object ID
- 202542889349303179
- Schema version
- 2023v6.0
- 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 | 2025-10-15T18:32:24-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320216084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIN WATTERS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 COWBOYS WAY STE 300 | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752731283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3 TO 1 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 3TO1 | BusinessNameControlTxt |
| Phone | 9722333323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 COWBOYS WAY 300 | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PIERCE | PersonNm |
| Person Title | PRESIDENT/CHAIRMAN | PersonTitleTxt |
| Phone | 9722333323 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRELL CAIN | PreparerPersonNm |
| PTIN | P00284034 | PTIN |
| Phone | 9722333323 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRETT PIERCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 COWBOYS WAY SUITE 300 | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $436,898 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.3TO1FOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE COMMUNITY BY PROVIDING FINANCIAL SEMINARS AND TOOLS FOR BUDGETING, FINANCIAL GOAL SETTING, DEBT MANAGEMENT, INVESTMENT BASICS, WEALTH ACCUMULATION AND WEALTH MANAGEMENT. TO PROVIDE NEED & ACADEMIC-BASED SCHOLARSHIPS FOR COLLEGE STUDENTS. OVER THE PAST 2-3 YEARS THE ORGANIZATION HAS ADD MORE FINANCIAL EDUCATION INITIATIVES IN ELEMENTARY & MIDDLE SCHOOLS; AND DISD MAGNET HIGH SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $86,856 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $740 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $460 | CYProgramServiceRevenueAmt |
| PY Investment Income | $184,335 | PYInvestmentIncomeAmt |
| CY Investment Income | $145,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,189 | PYOtherRevenueAmt |
| CY Other Revenue | $14,410 | CYOtherRevenueAmt |
| PY Total Revenue | $271,199 | PYTotalRevenueAmt |
| CY Total Revenue | $247,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,761 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $76,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,676 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,991 | PYOtherExpensesAmt |
| CY Other Expenses | $38,166 | CYOtherExpensesAmt |
| PY Total Expenses | $121,752 | PYTotalExpensesAmt |
| CY Total Expenses | $139,810 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $149,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $107,194 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,221,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,328,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $571 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,220,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,327,744 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SERVE THE COMMUNITY BY PROVIDING FINANCIAL SEMINARS AND TOOLS FOR BUDGETING, FINANCIAL GOAL SETTING, DEBT MANAGEMENT, INVESTMENT BASICS, WEALTH ACCUMULATION AND WEALTH MANAGEMENT. TO PROVIDE NEED & ACADEMIC-BASED SCHOLARSHIPS FOR COLLEGE STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $99,199 | ExpenseAmt |
| Grant | $25,500 | GrantAmt |
| Revenue | $460 | RevenueAmt |
| Desc | THE ORGANIZATION CONDUCTS SEMINARS PROVIDING INFORMATION AND TOOLS FOR BUDGETING, FINANCIAL GOAL SETTING, DEBT MANAGEMENT, INVESTMENT BASICS, WEALTH ACCUMULATION AND WEALTH MANAGEMENT. SEMINARS CONDUCTED FOR HIGH SCHOOL STUDENTS ALSO INCLUDES PRESENTING INFORMATION ABOUT CAREERS IN ACCOUNTING, TAX, BANKING, FINANCIAL PLANNING AND INVESTMENT ADVISING. THE ORGANIZATION ALSO AWARDS SCHOLARSHIPS TO COLLEGE STUDENTS. OVER THE PAST 2-3 YEARS THE ORGANIZATION HAS ADDED MORE FINANCIAL EDUCATION INITIATIVES IN ELEMENTARY & MIDDLE SCHOOLS; AND DISD MAGNET HIGH SCHOOLS. MOST OF OUR PROGRAMMING IS PROVIDED TO THE PUBLIC FREE OF CHARGE. | Desc |
| Total Program Service Expenses | $99,199 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | 0 | 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 |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIN WATTERS & ASSOC LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9722333323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 COWBOYS WAY SUITE 300 | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DARRELL CAIN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ROSENBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE BAIRD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TONI LEE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOE MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD CHILLEMI II | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY LANE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE DOMINICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $62,000 | $0 | $0 | Yes (X) |
| KIMBERLY MCBRAYER | ||||||
| SECRETARY/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRETT PIERCE | ||||||
| PRES./BOARD CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ZANE HARRIS | ||||||
| VICE PRESIDENT/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENDREN AUSTIN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER SAUNDERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY FRAZIER | ||||||
| TREASURER/DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MEGAN MIERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRYSTAL DAVIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAPRI BRIXEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,000 | 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 |
| Membership Dues | $5,961 | MembershipDuesAmt |
| Fundraising | $45,460 | FundraisingAmt |
| All Other Contributions | $35,435 | AllOtherContributionsAmt |
| Total Contributions | $86,856 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL SEMINARS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $460 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,621 | TotalRevenueColumnAmt |
| Exclusion | $75,621 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,239 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,657 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,657 | TotalRevenueColumnAmt |
| Exclusion | $69,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,042 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,460 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,312 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,730 | TotalRevenueColumnAmt |
| Exclusion | $19,730 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT REVEN | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | -$5,320 | TotalRevenueColumnAmt |
| Exclusion | -$5,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$5,320 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,688 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
| Program Services | $25,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
| Program Services | $43,400 | ProgramServicesAmt |
| Management And General | $3,100 | ManagementAndGeneralAmt |
| Fundraising | $15,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,733 | TotalAmt |
| Program Services | $4,366 | ProgramServicesAmt |
| Fundraising | $4,367 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,411 | TotalAmt |
| Program Services | $3,654 | ProgramServicesAmt |
| Management And General | $237 | ManagementAndGeneralAmt |
| Fundraising | $1,520 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,865 | TotalAmt |
| Program Services | $1,703 | ProgramServicesAmt |
| Fundraising | $3,162 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341 | TotalAmt |
| Management And General | $1,341 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ADULT & CHILDREN FINANC | $10,326 | $10,326 | ||
| SEMINAR EXPENSES | $5,286 | $5,286 | ||
| CREDIT CARD/STRIPE/PAYP | $4,864 | $4,864 | ||
| WEBSITE DESIGN & MAINTE | $4,300 | $3,010 | $645 | $645 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,184 | TotalAmt |
| Program Services | $1,954 | ProgramServicesAmt |
| Management And General | $612 | ManagementAndGeneralAmt |
| Fundraising | $4,618 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,810 | TotalAmt |
| Program Services | $99,199 | ProgramServicesAmt |
| Management And General | $5,935 | ManagementAndGeneralAmt |
| Fundraising | $34,676 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,062 | BOYAmt |
| EOY | $37,245 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,430 | BOYAmt |
| EOY | $78,150 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,495 | BOYAmt |
| EOY | $1,208,529 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134 | BOYAmt |
| EOY | $4,391 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,121 | BOYAmt |
| EOY | $1,328,315 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571 | BOYAmt |
| EOY | $571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571 | BOYAmt |
| EOY | $571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,550 | BOYAmt |
| EOY | $1,327,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,550 | BOYAmt |
| EOY | $1,327,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,121 | BOYAmt |
| EOY | $1,328,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $107,194 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $39,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,856 | CurrentTaxYearAmt |
| Total | $204,893 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,856 | CurrentTaxYearAmt |
| Total | $204,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $204,893 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$8,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,621 | CurrentTaxYearAmt |
| Total | $383,481 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,385 | CurrentTaxYearMinus2YearsAmt |
| Total | $20,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $608,759 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $67,705 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.26950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Facts And Circumstances Test | THE ORGANIZATION BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING FACTORS:(1) THE PERCENTAGE OF PUBLIC SUPPORT IS LOWER THAN 33 1/3% BECAUSE THE ORGANIZATION RECEIVES A HIGH PERCENTAGE OF INCOME FROM INVESTMENTS. THIS INVESTMENT INCOME IS EARNED ON FUNDS THAT WERE ORIGINALLY CONTRIBUTED BY THE GENERAL PUBLIC.(2) THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS RATHER THAN FROM THE MEMBERS OF A SINGLE FAMILY. THE ORGANIZATION SOLICITS DONATIONS ON ITS PUBLIC WEBSITE, AND ALSO DRIVES THE GENERAL PUBLIC TO ITS SITE VIA A LINK ON ITS SOCIAL MEDIA PAGES, INCLUDING FACEBOOK. THE ORGANIZATION ALSO MAINTAINS A DATABASE OF OVER 1251 PERSONS FROM WHICH IT CAMPAIGNS FOR DONATIONS ANNUALLY DURING NORTH TEXAS GIVING WEEK AND OTHER CAMPAIGNS.(3) THE ORGANIZATION HAS ACTIVELY GROWN ITS PROGRAMMING PARTNERS FROM 2 MAIN PARTNERS, THE DALLAS INDEPENDENT SCHOOL DISTRICT AND UPLIFT CHARTER SCHOOLS, TO OVER 43 SINCE 2021. THE INCREASE FOR THIS FISCAL YEAR WAS FROM 32 TO 43 PARTNERS.(4) THE MISSION OF THE ORGANIZATION IS TO MAKE AVAILABLE TO THE GENERAL PUBLIC, FINANCIAL EDUCATION SEMINARS AND TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS; AND IT USES ITS PROGRAMMING PARTNERS IN ADDITION TO PUBLIC SOCIAL MEDIA CAMPAIGNS TO LOCATE POTENTIAL SCHOLARSHIP CANDIDATES. OVER ITS LIFE TO DATE, THE ORGANIZATION HAS IMPACTED OVER 12,000 PERSONS THROUGH ITS FINANCIAL LITERACY EFFORTS.(5) THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY, INCLUDING PERSONS WITH EXPERIENCE WITH OTHER 501(C)(3) PUBLIC CHARITIES, AS WELL AS OUTSIDE DIRECTORS FROM LOCALLY HEADQUARTERED BUSINESSES.(6) THE FOUNDATION PRESENTED FINANCIAL PLANNING EDUCATION TO INDIVIDUALS OR PARTICIPATED IN EVENTS WITH ORGANIZATIONS SERVING INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION AT 134 EVENTS DURING THE FISCAL PERIOD OF 12/1/23 - 11/30/24. THE FOUNDATION ALSO CREATED A SERIES OF SHORT VIDEOS TO WHICH SEVERAL CPAS DONATED CONTENT, MADE AVAILABLE TO THE GENERAL PUBLIC VIA A LINK ON ITS WEBSITE, AND NAMED THE SERIES "3 TO 1 UNIVERISTY". TO DATE, 2,715 CERTIFICATES HAVE BEEN ISSUED TO 928 USERS WHO HAVE COMPLETED ONE OR MORE SECTIONS IN THE SERIES. (7) THE FOUNDATION'S DIRECTOR WORKS DAILY TO ENHANCE THE FOUNDATION'S CURRENT RELATIONSHIPS WITH ITS PARTNERS, AND TO IDENTIFY NEW PARTNERS WITH WHOM WE CAN WORK TO OFFER FINANCIAL PLANNING EDUCATION CONTENT WITH THE GOAL OF REACHING MORE INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION, WHO FACE OBSTACLES OBTAINING IT THROUGH TRADITIONAL MEANS. | FactsAndCircumstancesTestTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT BASIS ADJUSTMENT | Desc |
| Amt | $571 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $571 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIVE/ONLINE AUCTIONS | Event1Nm |
| Gross Receipts Event1 | $32,761 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,721 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,040 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,812 | OtherDirectExpensesEvent1Amt |
| Event2 | NORTH TEXAS GIVING DAY | Event2Nm |
| Gross Receipts Event2 | $31,431 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,739 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,692 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $50 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $64,192 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,460 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,732 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,862 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,870 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $3,000 EACH. | 1 | $3,000 |
| COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,500 EACH. | 9 | $22,500 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A MAJORITY OF THE BOARD MEMBERS ARE EITHER PARTNERS/EMPLOYEES OF THE SAME FINANCIAL SERVICES FIRM OR CLIENTS OF THAT FINANCIAL SERVICES FIRM. |
| FORM 990, PART VI, SECTION A, LINE 6 | PER ARTICLE III OF THE ORGANIZING BYLAWS: "THE FOUNDATION SHALL HAVE MEMBERS. DUES FOR MEMBERS WILL BE SET BY THE BOARD OF DIRECTORS. EACH MEMBER SHALL BE ENTITLED TO ONE (1) VOTE ON MATTERS OFFERED FOR A VOTE. OTHER BENEFITS MAY BE ADDED BY ACTION OF THE BOARD OF DIRECTORS. MEMBERSHIP IN THE FOUNDATION IS TERMINATED FOR FAILURE TO PAY DUES". |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS REVIEWED BY A CPA WHO SERVES AS A DIRECTOR AND THE CHAIRMAN OF THE BOARD OF THE FOUNDATION BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION MAKES IT'S FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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