2017-10-26T16:00:18-05:00 2016-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 770561973 990 2016-01-01 465037878 Barbara Bush Houston Literacy Foundation BARB 3462122310 7887 San Felipe 250 Houston TX 77063 Stephen D Maislin Treasurer/Director 2017-10-26 true Guy T Tabor CPA P00171798 7136222310 2016 2022-09-23 18:48:47Z Julie Finck 7887 San Felipe 250 Houston TX 77063 3082030 false X www.bushhoustonliteracy.org X 2014 TX THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. 7 4 6 125 0 0 3546897 2924756 0 1422 9011 -321116 -335106 3227203 2598661 670962 522073 0 558845 585822 0 201035 513993 530584 1743800 1638479 1483403 960182 3571998 4544320 773 12913 3571225 4531407 THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. false false 1105114 522073 The Foundation distributed $522,073 in grants to support family literacy programs, adult literacy programs and direct services, in-school literacy intervention programs for struggling readers and summer learning programs to disadvantaged children, as well as to expand access to books and educational materials and resources to low-income families. 1105114 true true false false false false false false false false true false false false false true false true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 0 0 6 true false false false false false true true false false false false X 7 4 true false false false false false false true false false false true true true true true true true false false X Edwin C Padar 7133332200 5120 Woodway Drive suite 6000 Houston TX 77056 Stephen D Maislin Treasurer/Director 1.0 40.0 X X 0 387828 42657 Renee Wizig-Barrios Secretary/Director 1.0 40.0 X X 0 226758 37899 Maria Bush Vice Chair/Director 0.0 0 X X 0 0 0 Neil Bush Chair/Director 0.0 0 X X 0 0 0 Terri Lacy Director 0.0 0.0 X 0 0 0 Greg C Garland Director 0.0 0 X 0 0 0 Julie Baker Finck President 40.0 0 X 196654 0 12075 Kristen Stubbs Chief Development Officer 40.0 0 X 136454 0 17686 333108 614586 110317 2 false true false JACKSON AND COMPANY PO BOX 13026 HOUSTON TX 77219 EVENT CATERING-RENTALS 131981 1 1910146 83900 930710 31025 2924756 0 0 0 0 0 8977 8977 0 0 5161 5127 34 0 34 34 143136 1910146 478242 -335106 -335106 0 0 0 0 0 2598661 0 0 -326095 522073 522073 208729 161348 22543 24839 297461 155370 88069 54022 16451 8100 5150 3201 24603 8656 12605 3342 38578 23581 9233 5764 104712 102286 2426 1200 1200 6 6 81343 48443 6150 26750 42711 6000 36711 87325 42664 19365 25296 60465 280 60185 93762 93762 8251 7340 363 548 13184 5717 7467 5015 5015 1214 1214 PAYROLL PROCESSING 18271 11093 5051 2127 CREDIT CARD FEES 10968 10968 DUES & SUBSCRIPTIONS 1335 1335 PROFESSIONAL DEVELOPMENT 822 822 0 0 0 0 1638479 1105114 332331 201035 3559460 4529391 0 0 0 0 7406 15046 7523 12538 7523 0 0 0 0 3571998 4544320 773 12913 0 0 773 12913 X 3571225 4531407 3571225 4531407 3571998 4544320 960182 0 X false true X true false X X X 1 GREATER HOUSTON COMMUNITY FOUNDATION 237160400 8 true 10000 0 1 10000 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15046 7523 7523 7523 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FOUNDATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2016, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEARS 2013 THROUGH 2015 WITH LIMITED EXCEPTIONS. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES. A celebration of reading 1930481 1793842 136639 91096 204361 132327 Power of Literacy Luncheon 122801 116304 6497 42294 8164 0 2053282 1910146 143136 91096 246655 140491 478242 -335106 true Adult Reading Center Inc 2246 North Washington Avenue Pearland TX 77581 760229186 501(C)(3) 15000 Support for Platinum Tiara sponsorship at the 2016 13th Annual Read Hat Literacy Luncheon and Presenting sponsorship for the 4th Annual Red Carpet Gala. Bookworm Bookfest for Emerging Readers 10302 Dude Road Houston TX 77064 474889979 501(C)(3) 10000 These contributions are for the grant agreement between BBHLF and Bookworm Bookfest, January 2016, for a February 2016 book festival and for a September 2016 grant agreement between the Barbara Bush Houston Literacy Foundation and Bookworm Book Festival. Children's Museum Inc 1500 Binz Street Houston TX 770047112 742178563 501(c)(3) 25000 This grant is for the grant agreement between BBHLF and CMH, in support of the Mystery in the Market program. Community Family Centers- Centros Familiares de la Comunidad 7524 Avenue E Houston TX 77012 741691632 501(c)(3) 22700 This is for the grant agreement between Barbara Bush Houston Literacy Foundation and Community Family Centers. Greater Houston Community Foundation 5120 Woodway Drive Suite 6000 Houston TX 77056 237160400 501(C)(3) 10000 General support Higher Impact Ministries (HIM) 945 McKinney Street Suite 232 Houston TX 770026308 473755514 501(C)(3) 97000 Grant agreements between BBHLF and Higher Impact Ministries. Houston Area Urban League Inc 1301 Texas Avenue Houston TX 77002 741611455 501(c)(3) 40000 This grant is for the agreement between HAUL and BBHLF, in support of 2016 Summer Reading Camps. Houston Independent School District Foundation 4400 West 18th Street Houston TX 77092 760424529 501(C)(3) 6850 This grant is in support of sending HISD middle school students to the 2016 JJ Watt Charity Classic. Houston Public Library Foundation Inc PO Box 2109 Houston TX 772522109 741926301 501(C)(3) 9000 This grant is for the Groomed for Literacy program. HYPE Freedom School Inc PO Box 14971 Houston TX 77221 465133254 501(C)(3) 10000 This is for a June 2016 grant agreement between BBHLF and HYPE Freedom Schools, Inc., in support of the CDF Freedom School Summer Program. I Write 6824 Long Drive Houston TX 77087 800507897 501(C)(3) 15000 This is for a grant agreement between Barbara Bush Houston Literacy Foundation and iWrite (formerly Read3Zero) signed September 2016. $5,000.00 is in support of the Annual Literacy Lunch and $10,000.00 for the Literacy in the Bag program. Literacy Advance of Houston 2424 Wilcrest Suite 120 Houston TX 77042 237228302 501(c)(3) 20000 Grants for sponsorship of the 2016 Scrabble in the City event. The Barbara Bush Foundation for Family Literacy 516 North Adams Street Tallahassee FL 32301 260587238 501(c)(3) 214662 2016 Houston Celebration of Reading 13 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS RECOMMENDED ARE PROCESSED AFTER DUE DILIGENCE IS COMPLETED TO VERIFY THE GRANTEE ORGANIZATION'S NONPROFIT STATUS, AND THE PROCESS INCLUDES VERIFICATION THAT GRANT FUNDS ARE RECEIVED BY THE ORGANIZATION. X X false true false false false false false false true true Stephen D Maislin Treasurer/Director 0 264411 0 123417 0 0 0 15900 0 26757 0 430485 0 0 Renee Wizig-Barrios Secretary/Director 0 176758 0 50000 0 0 0 12985 0 24914 0 264657 0 0 Julie Baker Finck President 176654 0 20000 0 0 0 11100 0 975 0 208729 0 0 0 Kristen Stubbs Chief Development Officer 136454 0 0 0 0 0 8244 0 9442 0 154140 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE RELATED ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH AN EXECUTIVE EMPLOYED BY GREATER HOUSTON COMMUNITY FOUNDATION. THE TERM OF THE AGREEMENT IS COEXTENSIVE WITH THE TERM OF THE EMPLOYEE'S EMPLOYMENT WITH THE FOUNDATION. THE AGREEMENT PROVIDES ONLY DEFERRED AND CONTINGENT COMPENSATION WHICH IS PAYABLE AS THE EMPLOYEE BECOMES VESTED IN THAT COMPENSATION. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THE DEFERRED COMPENSATION AGREEMENT DISCLOSED IN LINE 4B IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). X 1 4527 Other - NYSE High-Low Agerage X Various items for charity auction 84 26498 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Other - Various items for charity auction Number or Contributions Form 990, Part I, Line 6 PART I, LINE 6 THE FOUNDATION UTILIZED THE TIME AND TALENTS OF 125 CORE VOLUNTEERS IN 2016. THESE VOLUNTEERS CAME FROM BOARD MEMBERS (7), AMERICORP VISTA MEMBERS (9), INTERNS (3), AUXILIARY GROUPS (99), PRO-BONO CONSULTANTS (6), AND IN-OFFICE VOLUNTEERS (1). Form 990, Part III, Line 1 PART III, LINE 1 THE FOUNDATION IS LEADING THE WAY AND TAKING ACTION TO REVERSE THE DISASTROUS SOCIAL AND ECONOMIC IMPACTS CAUSED BY THE VICIOUS CYCLE OF LOW LITERACY IN OUR CITY. WE ENVISION A THRIVING CITY IN WHICH EVERY PERSON POSSESSES THE LITERACY SKILLS NEEDED TO REACH HIS OR HER FULL POTENTIAL IN LIFE, AND THE CYCLE OF LOW LITERACY AND POVERTY AMONG FAMILIES COMES TO AN END. TO THIS END, THE FOUNDATION HAS TAKEN ON FOUR IMPORTANT KEY ROLES FOR IMPACT IN THE COMMUNITY: WE INCREASE AWARENESS: WE SERVE AS A CHAMPION FOR THE LITERACY CAUSE IN HOUSTON BY UNITING LITERACY ORGANIZATIONS AROUND COMMON MESSAGES AND CONSISTENT DATA AND PROVIDING TIMELY AND RELEVANT INFORMATION TO THE COMMUNITY. WE CONTRIBUTE RESEARCH AND INNOVATION: WE SPAWN INNOVATION AND ISSUE LITERACY-FOCUSED PUBLICATION ON PERTINENT TOPICS THAT INFORM CONSTITUENTS OF EFFECTIVE STRATEGIES AND TOOLS TO INCREASE LITERACY SKILL DEVELOPMENT AND ACHIEVEMENT LEVELS. WE MOBILIZE VOLUNTEERS: WE EXPAND THE CAPACITY OF SCHOOL DISTRICTS, LIBRARIES, AND NONPROFIT LITERACY SERVICE PROVIDERS ACROSS HOUSTON TO BOOST LITERACY RATES THROUGH THE USE OF VOLUNTEERS WHO GIVE OF THEIR TIME AND TALENT. WE INVEST IN COMMUNITY IMPACT: WE PROVIDE FINANCIAL AND OTHER RESOURCES IN SUPPORT OF NEIGHBORHOOD-BASED COLLECTIVE IMPACT EFFORTS THAT BRING TOGETHER CROSS-STAKEHOLDERS FOCUSED ON IMPROVING LITERACY RATES AND BREAKING THE CYCLE OF POVERTY. Form 990, Part V, Line 2a PART V, LINE 2A THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS A CO-EMPLOYER WITH INSPERITY THROUGH THE CENTER FOR COMMUNITY INITIATIVES OF THE GREATER HOUSTON COMMUNITY FOUNDATION AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS TAX IDENTIFICATION NUMBER. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons NEIL BUSH, CHAIR, AND MARIA BUSH, VICE CHAIR - Family relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINAL DOCUMENT WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE ACCOUNTING MANAGER AND CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION PREPARES AND REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE TWO INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRESIDENT AND KEY STAFF OF THE BARBARA BUSH HOUSTON LITERACY FOUNDATION FOR THEIR REVIEW. ONCE REVIEWED BY THE KEY STAFF AT THE BARBARA BUSH HOUSTON LITERACY FOUNDATION AND UPDATED BY THE GREATER HOUSTON COMMUNITY FOUNDATION WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THE PRESIDENT OF BBHLF FOR FINAL REVIEW AND APPROVAL PRIOR TO DISTRIBUTION TO THE GOVERNING BOARD. Form 990, Part VI, Line 12c Conflict of interest policy THE BARBARA BUSH HOUSTON LITERACY FOUNDATION BOARD OF DIRECTORS SUBMITTED A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL BOARD MEETING. BOARD OF DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY (OR UPON THE OCCASION THAT A CONFLICT ARISES). Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BARBARA BUSH HOUSTON LITERACY FOUNDATION ORDERS A COMPENSATION REPORT FROM INSPERITY SHOWING JOB DESCRIPTIONS, COMPENSATION, AND REPRESENTATIVE PAY RATES FOR THE LABOR MARKET. ADDITIONALLY, THE FOUNDATION'S PRESIDENT HAS BEEN GRANTED FULL PERMISSION BY THE BOARD OF DIRECTORS TO HIRE AT HER DISCRETION. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT AUDITED. A COPY OF THE COMBINED AUDITED FINANCIALS FOR THE RELATED ORGANIZATION, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. GREATER HOUSTON COMMUNITY FOUNDATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(c)(3) 8 NA false false true true false false false false false false false false false true false false false false false