2016-08-26T12:40:39-05:00 2015-12-31 363990892 Capin Crouse LLP 1000 Texan Trail STE 125 Grapevine TX 76051 990 2015-01-01 461367917 Halftime Institute HALF 9729790943 1431 Greenway Dr No 230 Irving TX 75038 Diane Reynolds Treasurer 9729790943 2016-08-26 1 Edward M Priem II P01783684 8173286510 2015 2016-12-15 16:53:06Z Jay Bennett 1431 Greenway Dr No 230 Irving TX 75038 3959021 0 X halftimeinstitute.org X 2012 TX Teach, coach and connect marketplace leaders to discover God's calling on their lives. 8 8 23 8 0 0 2134391 2089697 1501905 1655454 4437 4393 25636 -460990 3666369 3288554 0 0 0 0 1658073 1485835 0 0 146352 1473004 1597231 3131077 3083066 535292 205488 849197 1076516 313720 335551 535477 740965 X 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. 1 0 850185 685342 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. 649821 451950 Halftime Fellows Program: This new program was introduced in 2015. The client is a highly successful, Christian business leader (for-profit or non-profit) who desires to grow in his or her understanding of their unique calling and gifting from God. Halftime creates the time, space and guidance to expose them to new opportunities and concepts for growth in work, homelife and spirituality. Drawing on Halftime concepts, key influencers, and decades of study and best practices, Halftime staff and coaches are able to add immense value to these leaders on their journey to serve God and others. 648731 435798 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. 292897 53726 Website & Media: Our website (halftimeinstitute.org) and social media accounts make a number of text and media offerings available at no cost. Our free email products are sent to more than 13,500 subscribers each week. These tools and programs work together to help people pursue significance while assisting churches and other non-profit ministries in deploying Halftimers into a significant second half of life. 224003 51500 Coaching: Men & women going through "Halftime" benefit greatly from the guidance of others who have been through the Halftime journey. These Halftime certified coaches spend a year or more with each client helping them to discover the unique calling God has on their life, as described in Ephesians 2:10. 516900 105226 2665637 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 27 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT CO FL GA HI IL KS MI MN NV NJ NM NY NC OH OK OR RI TN VT WI MS X Diane Reynolds 9729790943 1431 Greenway Dr No 230 Irving TX 75038 X Jay Bennett Chairman 1.00 X 0 0 0 Robert Buford Trustee 1.00 X 0 0 0 Margie Blanchard Trustee 1.00 X 0 0 0 Dale Dawson Trustee 1.00 X 0 0 0 Robert Alpert Trustee 1.00 X 0 0 0 John Leffin Trustee 1.00 X 0 0 0 Randy Linville Trustee 1.00 X 0 0 0 Ashlee Kleinert Trustee 1.00 X 0 0 0 Diane Reynolds Secretary/Treasurer 14.00 X 47157 0 1336 Dean Niewolny CEO 40.00 X 185344 0 15941 Vernon McGinnis Vice President 40.00 X 100200 0 14704 Gregory Barnes President, HTTS 40.00 X 131685 0 6747 Jeff Spadafora Program Director 40.00 X 126918 0 23534 Rhonda Kehlbeck Program Director 40.00 X 106826 0 0 698130 0 62262 5 0 1 1 Westfall Group Inc 1300 Peachtree Industrial Blvd St Suwanee GA 30024 Event Consulting 219300 1 609217 1480480 30029 2089697 Program Fees 611430 957748 957748 Talent Solution Fees 611430 685342 685342 Product sales 611430 12364 12364 1655454 3738 3738 22862 22862 40921 40266 655 655 655 141630 609217 630201 -488571 -488571 Misc. Income 900099 4719 4719 4719 3288554 1678316 0 -479459 X 508993 355732 72002 81259 61212 61212 746839 716977 29862 5749 5749 67375 62358 5017 95667 86219 9448 9726 9708 18 20549 20549 473526 334549 138977 75673 75673 76929 60929 13849 2151 120195 99510 20685 153246 152006 1240 153107 135306 2679 15122 428975 425437 152 3386 25845 25845 17534 17490 44 Professional staffing c 27257 27257 Misc. Expenses 14669 10621 3985 63 3083066 2665637 271077 146352 222509 346852 403648 431857 60080 95222 104480 171343 83987 52745 48152 31242 10328 0 849197 1076516 153237 237976 160483 97575 313720 335551 X 499747 640965 35730 100000 535477 740965 849197 1076516 205488 0 X X 0 1 X 1 0 X 2134391 2089697 4224088 1527541 1678316 3205857 3661932 3768013 7429945 237643 690140 927783 0 237643 690140 927783 6502162 4437 3738 8175 4437 3738 8175 146349 146349 3666369 3918100 7584469 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc income - 2015 Amount: $ 4,719. Fundraising event revenue - 2015 Amount: $ 141,630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23243 17994 5249 60744 34751 25993 31242 X 3918755 630201 630201 3288554 0 3288554 3713267 630201 630201 3083066 0 3083066 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 statement of activities. As of December 31, 2015, 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 630,201. Part XII, Line 2d - Other Adjustments: Fundraising event expenses 630,201. President's Weekend 750847 609217 141630 179169 67093 15000 368939 750847 609217 141630 179169 67093 15000 368939 630201 -488571 X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dean Niewolny CEO 176270 0 5556 0 3518 0 3821 0 22963 0 212128 0 0 0 Jeff Spadafora Program Director 120624 0 3300 0 2994 0 1343 0 23657 0 151918 0 0 0 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. There is no written policy for companion travel because it is not a benefit to employees; rather it is an ordinary and necessary business expense. 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. Rachel Barnes Family member of Gregory Barnes, President 61212 Employee compensation 0 X 3 30029 FMV-Similar Sales 0 0 0 0 Part I, Column (b): The number of contributions represents the number of unique contributions received. Form 990, Part III, line 2 The Halftime Fellows Program is a new program for 2015. Fellows Program participants are highly successful, Christian business leaders (for-profit or non-profit) who desire to grow in his or her understanding of their unique calling and gifting from God. Halftime creates the time, space and guidance to expose them to new opportunities and concepts for growth in work, homelife and spirituality. Drawing on Halftime concepts, key influencers, and decades of study and best practices, Halftime staff and coaches are able to add immense value to these leaders on their journey to serve God and others. Form 990, Part VI, Section B, line 11 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. VII, Section A, line 5: Halftime Institute paid an unrelated organization for management services provided by Secretary/Treasurer Diane Reynolds. The amount of compensation reported on Pt. VII is the portion of Diane's compensation that was related to services rendered to Halftime Institute. This compensation is also reported on the unrelated organization's Form 990. Form 990, Part IX, line 11g Independent contractors: Program service expenses 11,606. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,606. Business consultants: Program service expenses 0. Management and general expenses 138,977. Fundraising expenses 0. Total expenses 138,977. Professional staffing: Program service expenses 680. Management and general expenses 0. Fundraising expenses 0. Total expenses 680. Coaches fee: Program service expenses 179,277. Management and general expenses 0. Fundraising expenses 0. Total expenses 179,277. Contract consultants: Program service expenses 142,986. Management and general expenses 0. Fundraising expenses 0. Total expenses 142,986. 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. 100X Ventures LLC dba Halftime Talent Solutions 2626 Cole Ave Ste 900 Dallas TX 75204 275286612 Executive Search & Consulting TX 685342 62195 Halftime Institute