HALFTIME INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HALFTIME INSTITUTE (EIN 46-1367917)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-16
- IRS object ID
- 201732289349300228
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-16T12:09:03-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Texan Trail STE 125 | AddressLine1Txt |
| City | Grapevine | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461367917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halftime Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALF | BusinessNameControlTxt |
| Phone | 9729790943 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 Greenway Dr No 230 | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul McGinnis | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 9729790943 | PhoneNum |
| Signature | 2017-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daren Daiga | PreparerPersonNm |
| PTIN | P01074795 | PTIN |
| Phone | 8173286510 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.240.105.108 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-16 | IPDt |
| IP Tm | 11:08:51 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63A5FC0D7AB7F5CC880A0CCD98190BD407CCF157 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E54AD8BFF81CE6B9B854E89676196A13475BBE7B | 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 | Dean Niewolny | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 Greenway Dr No 230 | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,814,323 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | halftimeinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Teach, coach and connect marketplace leaders to discover God's calling on their lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,089,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,290,111 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,655,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,480,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,393 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$460,990 | PYOtherRevenueAmt |
| CY Other Revenue | -$434,887 | CYOtherRevenueAmt |
| PY Total Revenue | $3,288,554 | PYTotalRevenueAmt |
| CY Total Revenue | $3,341,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,485,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,535,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $120,300 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $270,024 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,597,231 | PYOtherExpensesAmt |
| CY Other Expenses | $1,481,177 | CYOtherExpensesAmt |
| PY Total Expenses | $3,083,066 | PYTotalExpensesAmt |
| CY Total Expenses | $3,137,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $205,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $204,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,076,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $335,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $323,191 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $740,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $871,538 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Teach, coach, and connect marketplace leaders to discover God's calling on their lives and engage in the issues Jesus cares about. Guide marketplace leaders to transform first-half success into second-half significance. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,164,812 | ExpenseAmt |
| Revenue | $734,847 | RevenueAmt |
| Desc | Halftime Fellows Program: The Halftime Institute offers an innovative program designed to build on an individual's success as they pursue significance. Individuals along with a group of peers will begin a new chapter of spiritual, personal and professional purpose...maybe within the context of their current career or perhaps not. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $775,563 | ExpenseAmt |
| Revenue | $464,095 | RevenueAmt |
| Desc | Halftime Members Program: Halftime creates the time, space and guidance to grasp for yourself how God has uniquely made and shaped you to love Him and serve others. Drawing on Halftime concepts, key influencers, and decades of study and best practices, Halftime Members design a personal plan for spiritual growth, a life mission statement and a clear action plan. Also, for a full year, besides regular team exchanges, you meet regularly with your certified Halftime coach- your seasoned, one-on-one "head and heart" guide. At the end of this journey the particpant should have begun his/her new journey of significance by serving the greater community | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $673,091 | ExpenseAmt |
| Revenue | $281,458 | RevenueAmt |
| Desc | Halftime Talent Solutions: Serves Halftimers by connecting them with faith-based non-profit organizations who want to utilize their highly valued marketplace experiences and skills to accomplish daring Kingdom objectives. Halftime Talent Solutions offers three areas of service for these organizations: Retained Executive Search, Interim Executive Management and Talent Solutions Consulting. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,613,466 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Reynolds | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9729790943 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 Greenway Dr No 230 | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jay Bennett | |||||||
| Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Buford | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margie Blanchard | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dale Dawson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Alpert | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Leffin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Randy Linville | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ashlee Kleinert | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Travelstead | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tim Patton | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Reynolds | |||||||
| Secretary/Treasurer | 14.00 | $0 | $0 | $0 | Yes (X) | ||
| Dean Niewolny | |||||||
| CEO | 40.00 | $226,119 | $0 | $29,178 | Yes (X) | ||
| Vernon McGinnis | |||||||
| Vice President | 40.00 | $109,951 | $0 | $25,309 | Yes (X) | ||
| Gregory Barnes | |||||||
| President, HTTS | 40.00 | $112,871 | $0 | $11,061 | Yes (X) | ||
| Jeff Spadafora | |||||||
| Program Director | 40.00 | $146,457 | $0 | $28,259 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $595,398 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westfall Group Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Fourteenth St NE Suite 3050 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Event Consulting | ServicesDesc |
| Compensation | $120,300 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,044,500 | FundraisingAmt |
| All Other Contributions | $1,245,611 | AllOtherContributionsAmt |
| Noncash Contributions | $50,000 | NoncashContributionsAmt |
| Total Contributions | $2,290,111 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program Fees | 611430 | $1,198,942 | $1,198,942 |
| Talent Solution Fees | 611430 | $281,458 | $281,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,480,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,861 | TotalRevenueColumnAmt |
| Exclusion | $5,861 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,737 | TotalRevenueColumnAmt |
| Exclusion | $26,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,044,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $472,838 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$472,838 | TotalRevenueColumnAmt |
| Exclusion | -$472,838 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,214 | TotalRevenueColumnAmt |
| Exclusion | $11,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,214 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,341,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,480,400 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$429,026 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,025 | TotalAmt |
| Program Services | $420,813 | ProgramServicesAmt |
| Management And General | $23,563 | ManagementAndGeneralAmt |
| Fundraising | $74,649 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,671 | TotalAmt |
| Program Services | $39,671 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,297 | TotalAmt |
| Program Services | $833,297 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,171 | TotalAmt |
| Program Services | $13,171 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,732 | TotalAmt |
| Program Services | $44,732 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,744 | TotalAmt |
| Program Services | $80,344 | ProgramServicesAmt |
| Management And General | $967 | ManagementAndGeneralAmt |
| Fundraising | $4,433 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,200 | TotalAmt |
| Management And General | $124,200 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,363 | TotalAmt |
| Program Services | $5,331 | ProgramServicesAmt |
| Management And General | $32 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,485 | TotalAmt |
| Management And General | $19,485 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,300 | TotalAmt |
| Fundraising | $120,300 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,115 | TotalAmt |
| Program Services | $220,877 | ProgramServicesAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
| Fundraising | $2,985 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,196 | TotalAmt |
| Program Services | $90,585 | ProgramServicesAmt |
| Fundraising | $40,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,381 | TotalAmt |
| Program Services | $58,604 | ProgramServicesAmt |
| Management And General | $34,777 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,601 | TotalAmt |
| Program Services | $140,057 | ProgramServicesAmt |
| Management And General | $544 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,973 | TotalAmt |
| Program Services | $139,537 | ProgramServicesAmt |
| Management And General | $17,443 | ManagementAndGeneralAmt |
| Fundraising | $7,993 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,117 | TotalAmt |
| Program Services | $124,028 | ProgramServicesAmt |
| Management And General | $3,104 | ManagementAndGeneralAmt |
| Fundraising | $15,985 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,650 | TotalAmt |
| Program Services | $334,339 | ProgramServicesAmt |
| Management And General | $6,311 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,486 | TotalAmt |
| Program Services | $36,963 | ProgramServicesAmt |
| Management And General | $4,349 | ManagementAndGeneralAmt |
| Fundraising | $2,174 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,779 | TotalAmt |
| Program Services | $2,401 | ProgramServicesAmt |
| Management And General | $14,378 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Professional staffing c | Desc |
| Total | $11,886 | TotalAmt |
| Program Services | $11,886 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,945 | TotalAmt |
| Program Services | $16,830 | ProgramServicesAmt |
| Management And General | $4,221 | ManagementAndGeneralAmt |
| Fundraising | $894 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,137,117 | TotalAmt |
| Program Services | $2,613,466 | ProgramServicesAmt |
| Management And General | $253,627 | ManagementAndGeneralAmt |
| Fundraising | $270,024 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,852 | BOYAmt |
| EOY | $56,670 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,857 | BOYAmt |
| EOY | $601,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,222 | BOYAmt |
| EOY | $70,675 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,343 | BOYAmt |
| EOY | $108,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $312,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,686 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,242 | BOYAmt |
| EOY | $281,542 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $76,205 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,516 | BOYAmt |
| EOY | $1,194,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,976 | BOYAmt |
| EOY | $273,191 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,575 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,551 | BOYAmt |
| EOY | $323,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,965 | BOYAmt |
| EOY | $771,538 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,965 | BOYAmt |
| EOY | $871,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,516 | BOYAmt |
| EOY | $1,194,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $204,368 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$73,795 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,134,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,089,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,290,111 | CurrentTaxYearAmt |
| Total | $6,514,199 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,527,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,678,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,480,400 | CurrentTaxYearAmt |
| Total | $4,686,257 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,661,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,768,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,770,511 | CurrentTaxYearAmt |
| Total | $11,200,456 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $237,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687,485 | CurrentTaxYearAmt |
| Total | $1,615,268 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $237,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687,485 | CurrentTaxYearAmt |
| Total | $1,615,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,585,188 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,598 | CurrentTaxYearAmt |
| Total | $40,773 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,598 | CurrentTaxYearAmt |
| Total | $40,773 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $146,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,214 | CurrentTaxYearAmt |
| Total | $157,563 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,666,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,918,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,814,323 | CurrentTaxYearAmt |
| Total | $11,398,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Misc income - 2015 Amount: $ 4,719. 2016 Amount: $ 11,214. Fundraising event revenue - 2015 Amount: $ 141,630. | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,677 | DepreciationAmt |
| Book Value | $31,292 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,415 | DepreciationAmt |
| Book Value | $243,096 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,594 | DepreciationAmt |
| Book Value | $7,154 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $281,542 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in LLC | $26,205 | F |
| Equity enhanced debenture | $50,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $76,205 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,740,528 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$73,795 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $472,838 | OtherRevenueAmt |
| Revenue Not Reported | $399,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,341,485 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,341,485 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,609,955 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $472,838 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $472,838 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,137,117 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,137,117 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in the statements of activities. As of December 31, 2016, the Organization had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Fundraising event expenses 472,838. |
| Part XII, Line 2d - Other Adjustments: | Fundraising event expenses 472,838. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westfall Group Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Fourteenth St NE Suite 3050 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Event consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,044,500 | GrossReceiptsAmt |
| Retained By Contractor | $120,300 | RetainedByContractorAmt |
| Net To Organization | $924,200 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,044,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $120,300 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $924,200 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | President's Weekend | Event1Nm |
| Gross Receipts Event1 | $1,044,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,044,500 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $141,230 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $130,249 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,327 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $200,032 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,044,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,044,500 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $141,230 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $130,249 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,327 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $200,032 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $472,838 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$472,838 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dean Niewolny | ||||||||||||||
| CEO | $218,644 | $0 | $6,750 | $0 | $725 | $0 | $6,548 | $0 | $24,696 | $0 | $257,363 | $0 | $0 | $0 |
| Jeff Spadafora | ||||||||||||||
| Program Director | $142,250 | $0 | $3,735 | $0 | $472 | $0 | $4,523 | $0 | $25,017 | $0 | $175,997 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | When the program involved is offered for couples, clients bring their spouses and the staff members hosting the program bring their spouses as well. Staff members' spouses in attendance share in the presentation of program content and coach the clients' spouses. This is required for a successful program and is considered a legitimate busisness expense. The organization maintains a wellness program that will pay up to $30 per month for active participation (8 times per month) in a health club or active participation in an organized weight loss program. This benefit is included in the employee's W-2 taxable wages. |
| Part I, Line 1b | Travel for companions only occurs when an employee of Halftime is participating in a program for couples, for which spouse travel is necessary for a successful program. Travel expenses are submitted on an expense report along with other business expenses. |
| Part I, Line 3 | There is a Compensation Committee made up of board members. They review the compensation of the CEO annually and make changes as they deem appropriate. They also set goals for the CEO and communicate with him their evaluation of his success. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rachel Barnes | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Gregory Barnes, President | RelationshipDescriptionTxt |
| Transaction | $38,521 | TransactionAmt |
| Transaction | Employee compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | Effective November 2016, Halftime Talent Solutions spun off into its own entity and is no longer a Halftime Institute Program. |
| Form 990, Part VI, Section A, line 3 | The Organization paid monthly management fees to Leadership Network for the provision of professional services such as accounting, information technology, and human resource management. For the year ended December 31, 2016 management fees paid to Leadership Network were $124,200. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent CPA firm, reviewed by the Treasurer, and then provided to the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The organization performs an annual review conducted during a meeting of the members of the board. Should any conflict of interest present itself, the interested party would excuse themselves from the decision making process. The policy is monitored regularly and consistently by the chairman of the board of directors, or other board members, as appropriate. |
| Form 990, Part VI, Section B, line 15 | Independent members of the Compensation Committee of the Board of Directors are responsible for determining compensation for the organization's CEO, Corporate Officers, and Key Employees. Comparative salary surveys are used in determining appropriate salary and benefits for each position. This process is carried out when an individual is hired, and when raises are given. All compensation decisions and deliberations are recorded in the meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The organizational documents are available to the public upon request during normal business hours. |
| Form 990, Pt. XII, Line 2c: Audit Committee Process: | The organization has a committee that assumes responsibility for oversight of audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 100X Ventures LLC dba Halftime Talent Solutions | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 Cole Ave Ste 900 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275286612 | EIN |
| Primary Activities | Executive Search & Consulting | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $281,458 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halftime Institute | BusinessNameLine1Txt |
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