2017-02-14T13:17:25-06:00 2016-09-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2015-10-01 751561127 LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER LUPU 4693740590 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 TESSIE HOLLOWAY PRESIDENT/CEO 4693740590 2017-02-14 true ELAINE L SOMMERVILLE CPA P00204458 8177955046 2017-02-14 2015 2021-01-29 14:40:06Z TESSIE HOLLOWAY 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 384446 false X WWW.LUPUSLONESTAR.ORG X 1977 TX THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. 11 11 4 600 0 374432 358157 0 2 1008 188 -2284 374622 356881 0 0 230566 224135 0 96388 149304 154839 379870 378974 -5248 -22093 130575 116913 9871 23302 120704 93611 X THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. false false 265064 132 THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH PUBLIC AWARENESS, EDUCATIONAL PROGRAMS, ADVOCACY, RESEARCH AND SUPPORT TO LUPUS PATIENTS IN TEXAS. IN FISCAL YEAR 2015, THE ORGANIZATION: RESPONDED TO 1,356 INQUIRIES FOR ASSISTANCE. WELCOME PACKETS, PHYSICIAN REFERRALS, LUPUS FACTS AND AVAILABLE PROGRAMS AND SERVICES LISTS WERE SENT TO LUPUS PATIENTS AND/OR THEIR FAMILY MEMBERS. PROVIDED 13 EDUCATIONAL PROGRAMS, INCLUDING LUPUS EDUCATION TO UNDERSERVED POPULATIONS, ANNUAL LUPUS CONFERENCE, AND TELECONFERENCE SERIES. THE CHAPTER ALSO PROVIDED WORKSHOPS, WEBINARS, AND MADE PRESENTATIONS TO GROUPS ABOUT LUPUS. THESE PROGRAMS ARE DESIGNED TO EDUCATE LUPUS PATIENTS, FAMILY MEMBERS AND CAREGIVERS. THE PROGRAMS ARE CONDUCTED BY PHYSICIANS, TRAINED VOLUNTEERS, AND STAFF. PROVIDED ENEWS, "LUPUS NEWS," WHICH IS THE CHAPTER NEWSLETTER ISSUED MONTHLY AND DISTRIBUTED TO OVER 17,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. ADDITIONALLY, DISTRIBUTED THE "LUPUS NOW" MAGAZINE TO 800 CHAPTER MEMBERS AND PHYSICIANS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 900 INDIVIDUALS. SUPPORT GROUPS ARE CONDUCTED BY CERTIFIED VOLUNTEERS AND STAFF. CONDUCTED PUBLIC EDUCATION AT 55 COMMUNITY AND CORPORATE HEALTH FAIRS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS THROUGH SOCIAL MEDIA, WHICH INCLUDES 3,900 FACEBOOK FOLLOWERS. THIS OUTREACH EFFORT SERVED 5,000 INDIVIDUALS. HELD THE "WALK TO END LUPUS NOW" IN FIVE CITIES: DALLAS/FORT WORTH, AUSTIN, SAN ANTONIO, KILLEEN, AND LUBBOCK. THE EVENT REACHED MORE THAN 5,000 WALKERS AND PROVIDES LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 16,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY OUR WALKS. 265064 true true false false false false false false false false true false false false false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 0 0 4 true false false false false false true true false false false false X 11 11 false false false false true false false true true false false true true true true true true true false false X X X TESSIE HOLLOWAY 4693740590 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 RACHEL ZIOLKOWSKI ULLRICH BOARD CHAIR/ 15.00 X X 0 0 0 TONYA DIXON-MURAGURI VICE CHAIR/D 5.00 X X 0 0 0 VICKI HENDERSON SECRETARY/DI 2.00 X X 0 0 0 MAGGIE WORTHINGTON TREASURER/DI 5.00 X X 0 0 0 SAUNDRA FINLEY PAST CHAIR/D 2.00 X 0 0 0 CAROLYN TESCHEMACHER DIRECTOR EME 2.00 X 0 0 0 MARVIN EARLE DIRECTOR 2.00 X 0 0 0 DOLORES ENGLISH DIRECTOR 2.00 X 0 0 0 ARTI GUPTA MD DIRECTOR 2.00 X 0 0 0 JAIME GUYDEN MD DIRECTOR 2.00 X 0 0 0 ANGELA JOHNSON DIRECTOR 2.00 X 0 0 0 CASSANDRA PHILLIPS DIRECTOR 2.00 X 0 0 0 TAMMY ROSALES DIRECTOR 2.00 X 0 0 0 CARMETHIA SANDERS DIRECTOR 2.00 X 0 0 0 NATALIE WASKEL DIRECTOR 2.00 X 0 0 0 TESSIE HOLLOWAY PRESIDENT/CE 40.00 X 83977 0 6380 83977 6380 false false false 673 20382 337102 358157 157 157 20000 19149 851 851 851 6000 20382 8416 -2416 -2416 132 132 132 356881 132 -1408 83023 60590 5510 16923 108120 78906 7176 22038 19009 13872 1262 3875 13983 10205 928 2850 9955 7474 1825 656 16991 15607 344 1040 8995 6530 2465 29473 22083 7390 8344 7470 874 1827 1767 60 37012 37012 3695 2482 164 1049 750 500 250 WALK TO END LUPUS EXPENSE 37571 403 37168 MISCELLANEOUS EXPENSES 226 163 63 378974 265064 17522 96388 26554 38420 534 142 41721 14240 4335 1317 27218 19870 7992 7348 48677 54684 762 762 130575 116913 9871 23302 9871 23302 X 120704 93611 120704 93611 130575 116913 X -22093 -5000 X false true X true false X 309213 297287 360271 369432 358157 1694360 532 236 605 132 1505 17320 22660 6000 45980 309213 297819 377827 392697 364289 1741845 10000 10000 15950 21180 19345 76475 10000 10000 15950 21180 19345 76475 1665370 623 2306 1734 2 157 4822 623 2306 1734 2 157 4822 363 363 309836 300125 379561 393062 364446 1747030 0.95330 0.95010 0.00000 0.00000 X PART III, LINE 12 363 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27218 19870 7348 7348 X 380923 15626 8416 24042 356881 356881 408016 15626 13416 29042 378974 378974 SCHEDULE D, PAGE 3, PART X LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015, LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSTIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS FOR LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS 8,416 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS 8,416 WRITE OFF OF PLEDGE RECEIVABLE 5,000 GALA 26382 20382 6000 4913 750 2753 26382 20382 6000 4913 750 2753 8416 -2416 FORM 990, PAGE 2, PART III, LINE 4A MEMBERS AND CAREGIVERS. THE PROGRAMS ARE CONDUCTED BY PHYSICIANS, TRAINED VOLUNTEERS, AND STAFF. PROVIDED ENEWS, "LUPUS NEWS," WHICH IS THE CHAPTER NEWSLETTER ISSUED MONTHLY AND DISTRIBUTED TO OVER 17,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. ADDITIONALLY, DISTRIBUTED THE "LUPUS NOW" MAGAZINE TO 800 CHAPTER MEMBERS AND PHYSICIANS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 900 INDIVIDUALS. SUPPORT GROUPS ARE CONDUCTED BY CERTIFIED VOLUNTEERS AND STAFF. CONDUCTED PUBLIC EDUCATION AT 55 COMMUNITY AND CORPORATE HEALTH FAIRS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS THROUGH SOCIAL MEDIA, WHICH INCLUDES 3,900 FACEBOOK FOLLOWERS. THIS OUTREACH EFFORT SERVED 5,000 INDIVIDUALS. HELD THE "WALK TO END LUPUS NOW" IN FIVE CITIES: DALLAS/FORT WORTH, AUSTIN, SAN ANTONIO, KILLEEN, AND LUBBOCK. THE EVENT REACHED MORE THAN 5,000 WALKERS AND PROVIDES LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 16,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY OUR WALKS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE AND FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY 3 INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 WRITE OFF OF PLEDGE RECEIVABLE -5,000 TOTAL -5,000