EARLY RECOGNITION IS CRITICAL INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARLY RECOGNITION IS CRITICAL INC (EIN 45-5435511)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202523209349100567
- Schema version
- 2024v5.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T10:07:10-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742981758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dunagan Jack LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4833 Spicewood Springs Rd Ste 102 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455435511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Early Recognition Is Critical Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 2143845722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 Trend Dr | AddressLine1Txt |
| City | Carrollton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Gerencser | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary Joseph Jack | PreparerPersonNm |
| PTIN | P00184408 | PTIN |
| Phone | 5124208997 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $800,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $141,254 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,254 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,254 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,240 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,254 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $135,235 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $135,235 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,067 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,067 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,869 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,346 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,346 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,402 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $76,402 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $273,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,254 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $277,465 | CashBOYAmt |
| Cash EOY | $113,216 | CashEOYAmt |
| Cash EOYFMV | $113,216 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,199 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $214,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,854 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $496,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $495,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $495,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,026,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $800,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $800,269 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $485 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $485 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,026,749 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $799,784 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,026,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $799,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,026,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $800,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,026,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,627 | OtherIncreasesAmt |
| Subtotal | $799,784 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $799,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-12-31 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $145,026 | GrossSalesPriceAmt |
| Cost Or Other Basis | $135,040 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,986 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,986 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $183 | SubtotalAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $183 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.earlyrecognitioniscritical.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Gerencser | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143845722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 Trend Dr | AddressLine1Txt |
| City | Carrollton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Eric Waite | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | President | 2.00 | $0 |
| Eric Gerencser | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Vice President | 2.00 | $0 |
| Jim Gerencser | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Director | 1.00 | $0 |
| Laura Gerencser Smith | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Director | 1.00 | $0 |
| Carman Kobza | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Director | 1.00 | $0 |
| Kirk Woolridge | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Director | 1.00 | $0 |
| Florentino Ramirez | ||||||
| 1215 Trend Dr | Carrollton | TX | 75006 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Lee Bennett | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 Trend Dr | AddressLine1Txt |
| City | Carrollton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Exec Assistant | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,069 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ERIC held clinics that focused on teaching basic cancer literacy and self screening techniques, in particular the Breast Self Exam. | Description1Txt |
| Expenses1 | $132,528 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $722,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $813,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $813,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $763,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,988 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,254 | CurrentYearAmt |
| Total | $6,254 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,316 | CurrentYearAmt |
| Total | $5,316 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $400,988 | CurrentYearAmt |
| Total | $400,988 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $268,460 | CurrentYearAmt |
| Total | $268,460 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $132,528 | CurrentYearAmt |
| Total | $132,528 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,463 | CurrentYearAmt |
| Total | $25,463 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jim Gerencser | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC Columbia Chapter | |||||||||||
| Carrera 39 65-42 Apto D-102 | Medellin | CO | 050042 | N/A | NC | Cancer Initiative. | $49,000 | ||||
| ERIC Uganda Chapter | |||||||||||
| N/A | NC | Cancer Initiative. | $62,169 | 450 Franklin St 100 | Framingham | MA | 01702 | ||||
| ERIC Panama Chapter | |||||||||||
| Aquilino De La Guardia y Calle 47 | Panama | PM | N/A | NC | Cancer Initiative. | $16,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,669 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,240 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Jim Gerencser | ||||||
| 1 | 3219 Longview Dr | Farmers Branch | TX | 75234 | $10,000 | Yes (X) |
| Nationwide Auto Services Inc | ||||||
| 2 | 1215 Trend Dr | Carrollton | TX | 75006 | $100,000 | Yes (X) |
| Wyatt Hiller | ||||||
| 3 | 15906 Blush Dr | Fishers | IN | 46037 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | In accordance with Reg. 53.4942(a)-2(c)(3)(iv), ERIC is excluding from its minimum investment return (MIR) calculation a total of $50,000 in cash that it deems held for charitable activities. This amount is in excess of 1.5% of the fair market value of ERIC's noncharitable assets. The Foundation keeps these funds in a checking account to cover current administrative and normal disbursements connected with its charitable, educational, and similar activities. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dividend Focus Portfolio (Attachment A) | $105,392 | $105,392 |
| Large Cap Value Portfolio (Attachment A) | $80,462 | $80,462 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $5,067 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,067 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank and credit card fees | $1,933 | $1,933 |
| Clinic expenses | $62,923 | $62,923 |
| Insurance | $1,126 | $1,126 |
| Office expenses | $5,704 | $5,704 |
| Other expenses | $4,716 | $4,716 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Contract services | $37,869 | $0 | $0 | $37,869 |
| Investment advisor | $3,098 | $3,098 | $0 | $0 |
| Podcasts | $6,000 | $0 | $0 | $6,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Nationwide Auto Services Inc | |||
| 1215 Trend Dr | Carrollton | TX | 75006 |
| Jim Gerencser | |||
| 3219 Longview Dr | Farmers Branch | TX | 75234 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes | CategoryTxt |
| Amt | $10,346 | Amt |
| Disbursements Charitable Prps | $10,346 | DisbursementsCharitablePrpsAmt |
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