2016-12-15T14:48:47-06:00 2016-01-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2015-02-01 752267609 JEWEL CHARITY BALL INCORPORATED JEWE 8178709064 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 MARY ANNE POLSON PRESIDENT 8178709064 2016-12-13 1 STEVE HEAD P00291429 8173321328 2015 2017-02-10 21:41:12Z MARY ANNE POLSON 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 4120945 0 X WWW.JEWELCHARITY.ORG X 1988 TX RAISE FUNDS TO PROVIDE HEALTH CARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. 48 48 0 400 0 0 3287452 3247786 0 0 14519 9665 -382013 -249589 2919958 3007862 2697310 2700000 0 0 0 0 0 0 34038 58524 81350 2755834 2781350 164124 226512 3082724 3309236 0 0 3082724 3309236 PROVIDE FINANCIAL SUPPORT TO FORT WORTH COOK CHILDREN'S MEDICAL CENTER. 0 0 2700000 2700000 146308 JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND INTERNATIONAL INDIVIDUALS, BUSINESSES AND FOUNDATIONS. ALL PROCEEDS ARE DONATED TO COOK CHILDREN'S MEDICAL CENTER FOR THE UNCOMPENSATED CARE FUND AND OTHER SPECIFIC FIELDS OF INTEREST AS DESIGNATED ANNUALLY BY THE JEWEL CHARITY BALL BOARD OF DIRECTORS. JEWEL CHARITY BALL'S 2015 DONATION TO COOK CHILDREN'S MEDICAL CENTER WAS $2.7 MILLION. 2700000 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 11 1 0 0 0 0 0 0 1 1 0 0 0 0 X 48 48 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KAY REEVES 8177329333 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 X MARY ANNE POLSON PRESIDENT 40.00 X X 0 0 0 ANGELA DONAHUE PRESIDENT-ELECT/STRATEGIC 10.00 X X 0 0 0 JUDY STRONG TREASURER 5.00 X X 0 0 0 ANN HOUSE SECRETARY 5.00 X X 0 0 0 PAM PIGMAN PARLIAMENTARIAN 5.00 X X 0 0 0 KELLEY ROYER NOMINATING 5.00 X X 0 0 0 PEGGY SIMS MEMBERSHIP 5.00 X X 0 0 0 BETH COLLINS ANGEL CHAIR 5.00 X X 0 0 0 PAIGE PATE ANGEL CHAIR 5.00 X X 0 0 0 JUDY STRONG FINANCE 2.00 X 0 0 0 MICHELLE MARLOW LADIES' EVENT 2.00 X 0 0 0 SUZANNE SANDERS LADIES' EVENT 2.00 X 0 0 0 SHANNON BAUMGARDNER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 JULIE SAWYER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 JONI HORTON CHANCE TICKETS 2.00 X 0 0 0 HEIDI SCHUTTS CHANCE TICKETS 2.00 X 0 0 0 KATHY SNEED CHANCE TICKETS 2.00 X 0 0 0 PAULA BROCKWAY ANNUAL GIFT CELEBRATION 2.00 X 0 0 0 LAUREN HARWELL MEN'S EVENT 2.00 X 0 0 0 JOY ANN HAVRAN MEN'S EVENT 2.00 X 0 0 0 SUSAN BUTT ARRANGEMENTS 2.00 X 0 0 0 JAN SCULLY ARRANGEMENTS 2.00 X 0 0 0 LIZ FLEISCHER BALL 10.00 X 0 0 0 MELISSA TAPP BALL 10.00 X 0 0 0 CHERYL CONATSER MEMBER PARTY 2.00 X 0 0 0 ANNE PAUP MEMBER PARTY 2.00 X 0 0 0 KAY CARPENTER JEWELER PARTY 2.00 X 0 0 0 MARY LEE CRUZ JEWELER PARTY 2.00 X 0 0 0 KIM CAREY PUBLIC RELATIONS 2.00 X 0 0 0 BETH GIDEON PUBLIC RELATIONS 2.00 X 0 0 0 ELLEN HAMES JEWEL BOOK PAGE SALES 10.00 X 0 0 0 GERRY ROBERTSON JEWEL BOOK PAGE SALES 10.00 X 0 0 0 JEANIE LUSKEY PAST PRESIDENT ADVISOR 2.00 X 0 0 0 KRISTIN HENDERSON COOK CHILDREN'S VIRTUAL GOLF CLASSIC 2.00 X 0 0 0 JANEEN LAMKIN COOK CHILDREN'S VIRTUAL GOLF CLASSIC 2.00 X 0 0 0 PRISCILLA TURBEVILLE VOLUNTEERS 5.00 X 0 0 0 KATHY WOMACK CORRESPONDENCE 2.00 X 0 0 0 ELAINE DAVIS PAST PRESIDENTS' EVENT 2.00 X 0 0 0 LOU MARTIN PAST PRESIDENTS' EVENT 2.00 X 0 0 0 NANCY PARKER PRIZES 5.00 X 0 0 0 TERRI SEXTON MEMBERSHIP DIRECTORY 2.00 X 0 0 0 KAREN SIMON MEMBERSHIP DIRECTORY 2.00 X 0 0 0 GAIL LANDRETH NEW MEMBER COORDINATORS 2.00 X 0 0 0 MICHELE REYNOLDS NEW MEMBER COORDINATORS 2.00 X 0 0 0 LEZLIE MONTELEONE ENDOWMENT 2.00 X 0 0 0 HILLARY JENNINGS CARE4KIDS 2.00 X 0 0 0 KATHLEEN REEVES CARE4KIDS 2.00 X 0 0 0 KELLY HANLEY NEWSLETTER 5.00 X 0 0 0 0 0 0 0 0 0 0 TODD EVENTS 1174 QUAKER STREET DALLAS TX 75207 JEWELER PARTY DESIGN AND PRODUCTION / BA 450545 TRINITY F & B SERVICES INC 1201 HOUSTON ST FORT WORTH TX 76102 CATERING FOR BALL 287128 2 420400 2732981 94405 171559 3247786 8590 8590 1075 0 1075 1075 1075 557563 2732981 953460 -395897 -395897 305931 159623 146308 146308 3007862 147383 0 -387307 2700000 2700000 1052 1052 60237 26199 34038 20256 20256 919 919 1874 1874 OTHER ADMIN EXP REIMBUR -2988 -2988 2781350 2700000 47312 34038 2720848 2823412 16983 3960 14897 13023 177468 472801 169511 0 3082724 3309236 0 0 X 2807194 3064447 172545 141804 102985 102985 3082724 3309236 3082724 3309236 226512 0 X X 0 1 X 1 0 X 3490676 3532162 3174284 3287452 3247786 16732360 3490676 3532162 3174284 3287452 3247786 16732360 16732360 12424 18396 11193 8717 8590 59320 841948 817571 734099 738034 863494 3995146 20786826 0.80500 0.81090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 346978 122942 2881 472801 225031 113203 8744 346978 197760 10225 17046 225031 176653 5020 16087 197760 189025 50 3344 15766 176653 0.53000 0.22000 0.25000 1 0 3488 134 3354 13495 3826 9669 13023 4872067 859733 111432 971165 3900902 -893040 -893040 3007862 4781154 859733 3940790 4800523 -19369 2800719 2800719 2781350 PART V, LINE 4: THE JEWEL CHARITY BALL (THE BALL) ENDOWMENT WAS FORMED TO PROVIDE ADDITIONAL OPERATING FUNDS FOR THE BALL SHOULD MEMBERSHIP DUES FAIL TO COVER THE COSTS OF ADMINISTRATION AND CONDUCTING THE BALL. THIS IS DONE SO THAT MORE (OFTEN ALL) OF THE FUNDS RAISED BY MEMBERS OF THE BALL AND THE BALL'S SPECIAL EVENTS CAN BE USED TO SUPPORT COOK CHILDREN'S MEDICAL CENTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/16 111,432. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/15 COLLECTED IN FYE 2016 221,305. FUNDRAISING EXPENSES -953,460. GAMING EXPENSES -159,623. BOOK-TAX TIMING DIFFERENCE -1,883. BOOK/TAX DIFFERENCE IN ADJUSTMENT IN ENDOWMENT FEES 621. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER ACCRUED EXPENSES AT 1/31/16 2,825,824. FUNDRAISING EXPENSES 953,460. GAMING EXPENSES 159,623. BOOK-TAX TIMING DIFFERENCE 1,883. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUED EXPENSES AT 1/31/15 PAID IN FYE 2016 2,801,128. BOOK/TAX DEPRECIATION -409. JEWEL CHARITY BALL 2414786 2168261 246525 27247 287128 30000 486831 AUCTION 220141 16753 203388 300 8074 5 655617 547967 107650 7007 106873 3290544 2732981 557563 7307 27247 287128 30000 601778 953460 -395897 305931 147799 11824 1 1.00000 305931 147799 11824 159623 146308 TX 0 THE STATE OF TEXAS DOES NOT REQUIRE AN EXEMPT ORGANIZATION TO HAVE A GAMING LICENSE FOR THE PURPOSES OF HOLDING A RAFFLE. 0 1 0 1.00000 KAY REEVES 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 0 KAY REEVES 0 JONI HORTON, HEIDI SCHUTTS AND KATHY SNEED ARE THE CHANCE TICKET ACCOUNTABILITY CO-CHAIRS. THEY FOLLOW ALL ACCOUNTABILITY PROCEDUES SET FORTH IN JEWEL CHARITY BALL'S POLICY AND PROCEDURES HANDBOOK TO ENSURE AN ACCURATE ACCOUNTING OF CHANCE TICKETS AND CHANCE TICKET REVENUE FOR THE ANNUAL AUDIT. THEY ALSO INSTRUCT ALL TICKET SELLERS IN THEIR RESPONSIBILITIES AND ACCOUNTABILITY PROCEDURES. X 1 286931 1 COOK CHILDREN'S MEDICAL - FORT WORTH 801 SEVENTH AVENUE FORT WORTH TX 76104 752051646 501(C)(3) 2700000 UNCOMPENSATED CARE AND GENERAL SUPPORT 1 PART I, LINE 2: ALL GRANTS ARE GIVEN TO COOK CHILDREN'S MEDICAL - FORT WORTH FOR UNCOMPENSATED CARE AND GENERAL SUPPORT. COOK CHILDREN'S MEDICAL PROVIDES JEWEL CHARITY BALL WITH PERIODIC REPORTS REGARDING THE USE OF THE FUNDS. X 24403 RETAIL COST X 3 65299 RETAIL COST X 7 24500 RETAIL COST X GIFT CERTIFICATES 4 50100 RETAIL COST X TRAVEL & ENTERTAINMENT PACKAGES 4 6907 RETAIL COST X JEWELRY 5 350 RETAIL COST 0 0 1 0 FORM 990, PART IV, LINE 2 SCHEDULE B, LIST OF CONTRIBUTORS: JEWEL CHARITY BALL IS A 501(C)(3) ORGANIZATION THAT MET THE 33 1/3% SUPPORT TEST UNDER SECTIONS 509(A)(1)/170(B)(1)(A)(VI). JEWEL CHARITY BALL RECEIVED ONE CONTRIBUTION OVER 2% OF THE AMOUNT ON FORM 990 PART VIII, LINE 1H ($64,956) AND IS REQUIRED TO FILE SCHEDULE B. FORM 990, PART VI, SECTION A, LINE 2 CURRENT BOARD MEMBERS: LOU MARTIN AND NANCY PARKER - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSIFICATIONS OF MEMBERS: ACTIVE, NON-RESIDENT, LIFE, AND HONORARY. ACTIVE MEMBERS MAINTAIN THEIR PHYSICAL RESIDENCE WITHIN FIFTY MILES OF COOK CHILDREN'S MEDICAL CENTER SO AS TO ALLOW FOR ACTIVE PARTICIPATION IN JEWEL CHARITY BALL ACTIVITIES THROUGHOUT THE YEAR. NON-RESIDENT MEMBERS ARE THOSE ACTIVE MEMBERS WHOSE PHYSICAL RESIDENCE IS BEYOND A FIFTY MILE RADIUS OF COOK CHILDREN'S MEDICAL CENTER. LIFE MEMBERS ARE PREVIOUS ACTIVE MEMBERS IN GOOD STANDING WHO NO LONGER WISH TO ACCEPT THE OBLIGATIONS OF ACTIVE MEMBERSHIP, BUT WISH TO REMAIN INVOLVED WITH THE JEWEL CHARITY BALL. HONORARY MEMBERS ARE THOSE MEMBERS WHO HAVE BEEN PRESIDENT OF THE JEWEL CHARITY BALL. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND COMMITTEE CHAIRS. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT REVIEWS FORM 990 BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE BOARD OF DIRECTORS AND FILED IN THE JEWEL CHARITY OFFICES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE JEWEL CHARITY OFFICES. FORM 990, PART XII, LINE 2C FINANCIAL STATEMENTS AND REPORTING: JEWEL CHARITY BALL'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, SCHEDULE D, PART V, LINE 3A(I) ENDOWMENT FUNDS ADMINISTERED BY AN UNRELATED PARTY: JEWEL CHARITY BALL HAS PLACED ITS ENDOWMENT FUNDS WITH COOK CHILDREN'S MEDICAL CENTER TO BE ADMINISTERED AS A PART OF THE MEDICAL CENTER'S ENDOWMENT FUNDS. THIS KEEPS ADMINISTRATIVE AND INVESTMENT COSTS TO A MINIMUM. JEWEL CHARITY BALL CAN WITHDRAW FUNDS AT WILL SHOULD IT NEED TO.