NORTHWEST ISD EDUCATION FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST ISD EDUCATION FOUNDATION INC (EIN 75-2678804)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201621349349301922
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:25:10-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300592107 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFOLLETT & ABBOTT PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 717 | AddressLine1Txt |
| City | TOM BEAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 754890717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752678804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8172150174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 77070 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761770070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HESTER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8172150174 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN K LAFOLLETT CPA | PreparerPersonNm |
| PTIN | P01014532 | PTIN |
| Phone | 9035466975 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 77070 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761770070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $300,277 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NISDTX.ORG/NEF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $167,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $140,534 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $227,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,124 | CYInvestmentIncomeAmt |
| PY Other Revenue | $59,447 | PYOtherRevenueAmt |
| CY Other Revenue | $41,993 | CYOtherRevenueAmt |
| PY Total Revenue | $453,780 | PYTotalRevenueAmt |
| CY Total Revenue | $205,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $218,776 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $171,591 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $121,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $153,432 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,193 | PYOtherExpensesAmt |
| CY Other Expenses | $48,612 | CYOtherExpensesAmt |
| PY Total Expenses | $370,631 | PYTotalExpensesAmt |
| CY Total Expenses | $373,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $83,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$167,984 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,026,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,935,243 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $127,820 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,016,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,807,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $31,000 | ExpenseAmt |
| Grant | $31,000 | GrantAmt |
| Desc | SCHOLARSHIPS & TUITION AWARDED TO GRADUATING SENIORS FOR USE AT ACCREDITED UNIVERSITIES, IN THE FIELDS OF ENGINEERING, COMPUTER TECHNOLOGY, THE ARTS, OR OF THEIR CHOICE AS SPECIFIED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $85,617 | ExpenseAmt |
| Grant | $85,617 | GrantAmt |
| Desc | TEACHERS AT NORTHWEST ISD AWARDS FOR INNOVATIVE TEACHING IDEAS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,974 | ExpenseAmt |
| Grant | $54,974 | GrantAmt |
| Desc | VARIOUS DRIVES TO COLLECT FUNDS TO SUPPORT QUALIFYING STUDENTS WITH UNIFORMS, SCHOOL SUPPLIES, AP INITIATIVE, AND COMMUNITY SPIRIT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $171,591 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HESTER EXECUTIVE DIRECTOR | PersonNm |
| Phone | 8172150174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 TEXAN DRIVE | AddressLine1Txt |
| City | JUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CLINT ABERNATHY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BLATTNER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TAMME BYERS | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JIM CAMPBELL | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| RICHARD DANIEL | ||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | 0.50 | Yes (X) |
| JIM DINGEMANSE | ||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVE EDSTROM | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TOMMY EHRENBERG | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DEVONNA HOLLAND | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| STEVE ISHAM | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| ALVIN JACKSON | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TODD KINDEL | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KELTIE LANTZY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JUDITH MESSER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TINA PATEL | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 0.50 | Yes (X) |
| MIKE PATTON | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JOEL QUILE | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| MIMI RAGSDALE | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DR KAREN RUE | ||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ZACH WALKER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $140,534 | AllOtherContributionsAmt |
| Total Contributions | $140,534 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$43,755 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $66,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $136,619 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $94,626 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,993 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$43,755 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $66,879 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,591 | TotalAmt |
| Program Services | $140,591 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,000 | TotalAmt |
| Program Services | $31,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,696 | TotalAmt |
| Management And General | $115,696 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,750 | TotalAmt |
| Management And General | $26,750 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30 | TotalAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,956 | TotalAmt |
| Management And General | $10,956 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,186 | TotalAmt |
| Management And General | $3,186 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,010 | TotalAmt |
| Management And General | $15,010 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,784 | TotalAmt |
| Management And General | $8,784 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,508 | TotalAmt |
| Management And General | $17,508 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472 | TotalAmt |
| Management And General | $1,472 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152 | TotalAmt |
| Management And General | $2,152 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,635 | TotalAmt |
| Program Services | $171,591 | ProgramServicesAmt |
| Management And General | $202,044 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,840 | BOYAmt |
| EOY | $57,978 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,104 | BOYAmt |
| EOY | $668,628 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,917 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,644 | BOYAmt |
| EOY | $1,173,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,505 | BOYAmt |
| EOY | $1,935,243 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$295 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $112,930 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,620 | BOYAmt |
| EOY | $15,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,620 | BOYAmt |
| EOY | $127,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,885 | BOYAmt |
| EOY | $1,807,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,885 | BOYAmt |
| EOY | $1,807,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,505 | BOYAmt |
| EOY | $1,935,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$167,984 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$41,478 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,534 | CurrentTaxYearAmt |
| Total | $1,076,423 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,534 | CurrentTaxYearAmt |
| Total | $1,076,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $149,895 | SubstantialContributorsTotAmt |
| Public Support Total170 | $926,528 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,879 | CurrentTaxYearAmt |
| Total | $229,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,305,714 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $92,864 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $7,613 |
| ACCRUED COMPENSATED ABSENCES | $7,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,185 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $230,501 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $24,850 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $24,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $205,651 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $205,651 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $398,485 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $24,850 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $24,850 | ExpensesNotReportedAmt |
| Expenses Subtotal | $373,635 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $373,635 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HERITAGE GALA | Event1Nm |
| Gross Receipts Event1 | $96,707 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $96,707 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,590 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,286 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,858 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,604 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,149 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $39,912 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $39,912 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,700 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,702 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $78 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,659 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $136,619 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $136,619 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $14,290 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,988 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,936 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,604 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $94,626 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,993 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FT WORTH | TX | 76177 | 752678804 | 3 | $85,617 | INNOVATIVE TEACHING |
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FT WORTH | TX | 76177 | 752678804 | 3 | $54,974 | SCHOOL SUPPLIES/AP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 22 | RecipientCnt |
| Cash Grant | $31,000 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. |
| FORM 990, PAGE 6, PART VI, LINE 9 | CLINT ABERNATHY 1173 DURANGO SPRINGS HASLET, TX 76052 TAMME BYERS PO BOX 106 RHOME, TX 76077 JIM CAMPBELL 3299 CHAMPIONSHIP PKWY FORT WORTH, TX 76176 RICHARD DANIEL 2300 KELLA CT HASLET, TX 76052 JIM DINGEMANSE 1650 S FM 51, SUITE 300 DECATUR, TX 76214 DAVE EDSTROM 269 OAK HILL DR TROPHY CLUB, TX 76262 DEVONNA HOLLAND 13388 NORTH FREEWAY 1-35W FORT WORTH, TX 76177 STEVE ISHAM 1395 HWY 156 S, STE 108 HASLET, TX 76052 ALVIN JACKSON 1221 N IH-35E, STE 200 CARROLLTON, TX 75006 TODD KINDEL 16201 THREE WIDE DR FORT WORTH, TX 76177 JUDITH MESSER 417 SELETA DR MURPHY, TX 75094 TINA PATEL 801 W BYRON NELSON BLVD ROANOKE, TX 76262 DR. KAREN RUE PO BOX 77070 FORT WORTH, TX 76177 |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE EXECUTIVE DIRECTOR PROVIDES OVERSIGHT FOR ALL CONTRIBUTIONS AND PAYMENTS TO VENDORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE NEF BOARD ON OUR WEBSITE AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | BEGINNING NET ASSETS 41,478 |
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