2016-03-10T13:25:28-06:00 2015-09-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2014-10-01 751561127 LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER LUPU 4693740590 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 TESSIE HOLLOWAY PRESIDENT 4693740590 2016-03-10 true ELAINE L SOMMERVILLE CPA P00204458 8177955046 2016-03-10 2014 2016-08-17 19:52:53Z TESSIE HOLLOWAY 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 398062 false X WWW.LUPUSLONESTAR.ORG X 1977 TX THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. 13 13 5 674 0 360271 374432 0 1734 2 -14312 188 347693 374622 0 0 229586 230566 0 55404 135205 149304 364791 379870 -17098 -5248 132805 130575 7293 9871 125512 120704 X THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. false false 309270 605 THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH PUBLIC AWARENESS, EDUCATIONAL PROGRAMS, ADVOCACY, RESEARCH AND SUPPORT TO LUPUS PATIENTS IN TEXAS. IN FISCAL YEAR 2014, THE ORGANIZATION: RESPONDED TO 3,250 INQUIRIES RECEIVED BY TELEPHONE AND 1,250 INQUIRIES RECEIVED BY EMAIL. WELCOME PACKETS, PHYSICIAN REFERRALS, LUPUS FACTS AND CURRENT AVAILABLE SERVICES WERE SENT TO LUPUS PATIENTS AND/OR THEIR FAMILY MEMBERS. OFFERED EIGHT TELECONFERENCES, SIX WEBINARS, AS WELL AS ONGOING WORKSHOPS, SEMINARS, AND THE ANNUAL RALLY FOR LUPUS EDUCATION CONFERENCE. THESE PROGRAMS ARE CONDUCTED BY LUPUS EXPERTS AND ARE DESIGNED TO EDUCATE LUPUS PATIENTS, THEIR FAMILY MEMBERS, AND CAREGIVERS. ALSO, TRAINED VOLUNTEERS AND STAFF CONDUCT SOME OF THESE PROGRAMS. PROVIDED ENEWS "LUPUS NEWS" WHICH IS THE CHAPTER NEWSLETTER ISSUED MONTHLY AND DISTRIBUTED TO OVER 17,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. THE "LUPUS NOW" MAGAZINE IS DISTRIBUTED THREE TIMES A YEAR TO 800 CHAPTER MEMBERS AND PHYSICIANS THAT SPECIALIZE IN TREATING LUPUS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 960 INDIVIDUALS. THESE MONTHLY MEETINGS ARE FACILITATED BY VOLUNTEERS. PROVIDED EDUCATIONAL PROGRAMS AND PUBLIC EDUCATION TO 4,850 INDIVIDUALS THROUGH PARTICIPATION IN 55 COMMUNITY HEALTH FAIRS. 309270 true true false false false false false false false false true false false false false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 0 0 5 true false false false false false true true false false false false X 13 13 false false false false true false false true true false false true true true true true true true false false X X X TESSIE HOLLOWAY 4693740590 15660 N DALLAS PKWY STE 120 DALLAS TX 75248 RACHEL ZIOLKOWSKI ULLRICH BOARD CHAIR/ 15.00 X X 0 0 0 TONYA DIXON-MURAGURI VICE CHAIR/D 5.00 X X 0 0 0 VICKI HENDERSON SECRETARY/DI 2.00 X X 0 0 0 ANGELA JOHNSON TREASURER/DI 5.00 X X 0 0 0 TRACY LEE PAST CHAIR/D 2.00 X X 0 0 0 CAROLYN TESCHEMACHER DIRECTOR EME 2.00 X 0 0 0 DOLORES ENGLISH DIRECTOR 2.00 X 0 0 0 SAUNDRA FINLEY DIRECTOR 2.00 X 0 0 0 LEYKA BARBOSA MD DIRECTOR 2.00 X 0 0 0 ARTI GUPTA MD DIRECTOR 2.00 X 0 0 0 NATALIE WASKEL DIRECTOR 2.00 X 0 0 0 CARMETHIA SANDERS DIRECTOR 2.00 X 0 0 0 MARVIN EARLE DIRECTOR 2.00 X 0 0 0 TESSIE HOLLOWAY PRESIDENT/CE 40.00 X 81426 0 6380 81426 6380 false false false 1000 9907 363525 14353 374432 2 2 22660 9907 23440 -780 -780 605 605 605 OTHER REVENUE 363 363 363 374622 605 -415 93373 81701 4669 7003 103624 90671 5181 7772 18308 16020 915 1373 15261 13353 763 1145 8705 8009 696 1998 1748 100 150 15529 13200 310 2019 7232 5397 1835 34689 31567 347 2775 6244 5432 812 3352 3219 33 100 33920 33920 3205 2404 160 641 2723 1855 187 681 WALK TO END LUPUS EXPENSE 30933 30933 MISCELLANEOUS EXPENSES 774 774 379870 309270 15196 55404 43851 26554 20108 534 9064 41721 1392 4335 24167 16175 9391 7992 48237 48677 762 762 132805 130575 7293 9871 7293 9871 X 125512 120704 125512 120704 132805 130575 -5248 440 X false true X true false X 249052 309213 297287 360271 374432 1590255 532 236 605 1373 17320 22660 39980 249052 309213 297819 377827 397697 1631608 18250 10000 10000 15950 21180 75380 18250 10000 10000 15950 21180 75380 1556228 1375 623 2306 1734 2 6040 1375 623 2306 1734 2 6040 363 363 250427 309836 300125 379561 398062 1638011 0.95010 0.94600 0.00000 0.00000 X PART III, LINE 12 363 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24167 16175 7992 7992 X 398488 440 14339 14779 383709 -9087 -9087 374622 403296 14339 9087 23426 379870 379870 SCHEDULE D, PAGE 3, PART X LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2015 AND 2014, LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSTIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS FOR LUPUS FOUNDATION OF AMERICA-LONE STAR CHAPTER ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -23,440 NON-CASH CONTRIBUTIONS 14,353 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 23,440 NON-CASH CONTRIBUTIONS -14,353 GALA 32567 9907 22660 5162 750 17528 32567 9907 22660 5162 750 17528 23440 -780 FORM 990, PAGE 2, PART III, LINE 4A PATIENTS, THEIR FAMILY MEMBERS, AND CAREGIVERS. ALSO, TRAINED VOLUNTEERS AND STAFF CONDUCT SOME OF THESE PROGRAMS. PROVIDED ENEWS "LUPUS NEWS" WHICH IS THE CHAPTER NEWSLETTER ISSUED MONTHLY AND DISTRIBUTED TO OVER 17,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. THE "LUPUS NOW" MAGAZINE IS DISTRIBUTED THREE TIMES A YEAR TO 800 CHAPTER MEMBERS AND PHYSICIANS THAT SPECIALIZE IN TREATING LUPUS. HELD 12 MONTHLY LUPUS SUPPORT GROUPS THROUGHOUT THE CHAPTER AREA, SERVING 960 INDIVIDUALS. THESE MONTHLY MEETINGS ARE FACILITATED BY VOLUNTEERS. PROVIDED EDUCATIONAL PROGRAMS AND PUBLIC EDUCATION TO 4,850 INDIVIDUALS THROUGH PARTICIPATION IN 55 COMMUNITY HEALTH FAIRS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE AND FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY 3 INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.