2016-06-20T17:40:11-05:00 2015-08-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY STREET SUITE 1400 FORT WORTH TX 76102 990 2014-09-01 752195702 GRAPEVINE RELIEF AND COMMUNITY EXCHANGE GRAP 8174887009 PO BOX 412 GRAPEVINE TX 76051 SHONDA SCHAEFER EXECUTIVE DIRECTOR 8174887009 2016-04-12 1 MICHAELA J CROMAR CPA P00895728 8178775000 2016-04-09 2014 2016-09-27 15:27:22Z SHONDA SCHAEFER PO BOX 412 GRAPEVINE TX 76051 5642316 0 X WWW.GRACEGRAPEVINE.ORG X 1987 TX GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE) IS AN ORGANIZATION THAT PROVIDES EMERGENCY ASSISTANCE, BASIC HEALTHCARE SERVICES, AND TRANSITIONAL HOUSING TO "INDIVIDUALS AND FAMILIES IN CRISIS AND GUIDANCE TOWARD SELF-SUFFICIENCY." 23 22 63 2500 0 0 3027730 3017692 8130 16092 8540 12288 332101 547039 3376501 3593111 1714375 1672928 0 0 1255662 1327295 0 26000 389256 372864 405766 3342901 3431989 33600 161122 1597422 2197630 365510 803977 1231912 1393653 X GRAPEVINE RELIEF AND COMMUNITY EXCHANGE (GRACE) IS AN ORGANIZATION THAT PROVIDES EMERGENCY ASSISTANCE, BASIC HEALTHCARE SERVICES, AND TRANSITIONAL HOUSING TO "INDIVIDUALS AND FAMILIES IN CRISIS AND GUIDANCE TOWARD SELF-SUFFICIENCY." 0 0 1790263 1157404 INDIVIDUALS AND FAMILIES SEEKING RELIEF FROM FINANCIAL CRISIS OR AT-RISK OF HOMELESSNESS CAN FIND HELP THROUGH CLIENT SERVICES. THE SINGLE POINT-OF-ENTRY TO MOST EMERGENCY ASSISTANCE SERVICES, CASEWORKERS CONDUCT NEEDS ASSESSMENTS AND STABILIZE FAMILIES BY HELPING THEM OBTAIN SAFETY, FOOD, CLOTHING, AND SHELTER. CLIENTS MAY RECEIVE FINANCIAL ASSISTANCE UP TO FOUR TIMES PER YEAR FOR RENT AND UTILITY PAYMENTS OR GAS VOUCHERS. THIS YEAR, GRACE PROVIDED 7702 FAMILIES WITH $602,777 IN FOOD; 3,953 CLIENTS WITH $318,630 IN CLOTHING. GRACE PROVIDED $249,133 IN RENT AND UTILITY ASSISTANCE THAT SAFEGUARDED 1,077 INDIVIDUALS FROM HOMELESSNESS. ADDITIONAL DIRECT ASSISTANCE OF $10,779 FOR 327 FAMILIES PROVIDED SUPPORT FOR CHILDCARE, FUEL AND OTHER EXPENSES. 278545 124273 THE TRANSITIONAL HOUSING PROGRAM ALLOWS FAMILIES TO ENJOY CLEAN, STABLE HOUSING FOR UP TO TWO YEARS WHILE THEY WORK TOWARD INDEPENDENCE. HOUSING CLIENTS PARTICIPATE IN INTENSIVE CASE MANAGEMENT, PURSUING EDUCATIONAL, CAREER AND FINANCIAL GOALS DURING THEIR STAY. ALL ACTIVITIES ARE AIMED AT SELF-DETERMINATION AND EVENTUAL SELF-SUFFICIENCY. THE CASE MANAGERS USE A NUMBER OF MEASURES TO TRACK PROGRESS TOWARDS FINANCIAL, EDUCATION AND BEHAVIOR MODIFICATION GOALS. 256372 24326 16092 THE GRACE COMMUNITY CLINIC PROVIDES PRIMARY MEDICAL CARE AND PRESCRIPTIONS TO LOW INCOME CLIENTS IN THE GRACE SERVICE AREA WITH MARGINAL MEANS TO ACCESS HEALTH CARE. THE CLINIC PROVIDED 3,183 PATIENT VISITS THIS YEAR. OVER 90 VOLUNTEER MEDICAL PROFESSIONAL PROVIDED SERVICES; MORE THAN 1,323 REFERRALS WERE MADE FOR CLIENTS NEEDING SPECIALTY TREATMENT. WELL-WOMAN CLINICS PROVIDED EDUCATION, SCREENING AND TESTING. THE DIABETIC EDUCATION PROGRAM PROVIDES ONGOING CARE FOR DIABETIC PATIENTS AND EDUCATIONAL SEMINARS FOR CLIENTS AND THE PUBLIC. THE VOLUNTEERS PROVIDED 3,563 HOURS OF TIME TO GRACE INCLUDING LIMITED SPECIALTY SERVICES LIKE CARDIOLOGY, ENDOCRINOLOGY, CHIROPRACTIC AND EPILEPSY. ADDITIONALLY THE CLINIC PROVIDED MEDICINE AND/OR MEDICAL SUPPLIES TO OVER 540 PATIENTS. GRACE IS AN ACTIVE MEMBER OF THE TEXAS ASSOCIATION OF CHARITABLE CLINICS. 404302 366925 OTHER PROGRAMS INCLUDE SEASONAL PROGRAMS THAT PROVIDED CHRISTMAS GIFTS TO 2,683 CLIENTS AND OVER 37,500 SUMMER LUNCHES IN LOW INCOME CHILDREN 404302 366925 2729482 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 4 0 1 63 1 0 0 0 0 0 1 1 0 0 0 1 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SHONDA SCHAEFER 8174887009 PO BOX 412 GRAPEVINE TX 76051 BETH BECKMAN DIRECTOR 1.00 X 0 0 0 BREE VOPELAK DIRECTOR 1.00 X 0 0 0 CHRISTINA TOMCZAK DIRECTOR 1.00 X 0 0 0 DUFF O'DELL DIRECTOR 1.00 X 0 0 0 JEANNE MICHALSKI DIRECTOR 1.00 X 0 0 0 JENNIFER HIBBS DIRECTOR 1.00 X 0 0 0 KAREN PARISH DIRECTOR 1.00 X 0 0 0 KEVIN CHASE DIRECTOR 1.00 X 0 0 0 JOHN TERRELL DIRECTOR 1.00 X 0 0 0 LYNN NIEWALD DIRECTOR 1.00 X 0 0 0 MARK MOYER DIRECTOR 1.00 X 0 0 0 TRACI BERNARD DIRECTOR 1.00 X 0 0 0 PAUL BISCHLER DIRECTOR 1.00 X 0 0 0 RANDY ROBBINS DIRECTOR 1.00 X 0 0 0 SEAN SHOPE DIRECTOR 1.00 X 0 0 0 LARRY DARLAGE DIRECTOR 1.00 X 0 0 0 JOHN FLETCHER DIRECTOR 1.00 X 0 0 0 JOHN ELIESON PRESIDENT 1.00 X X 0 0 0 CORY HALLIBURTON SECRETARY 1.00 X X 0 0 0 DON JOHNSTON TREASURER 1.00 X X 0 0 0 LINDA CLARK VICE PRESIDENT 1.00 X X 0 0 0 MIKE MILLS VICE PRESIDENT 1.00 X X 0 0 0 CARITA WEAVER VICE PRESIDENT 1.00 X X 0 0 0 LINDA COLLINS DIRECTOR OF FINANCE 40.00 X 66314 0 775 SHONDA SCHAEFER EXECUTIVE DIRECTOR 40.00 X 111458 0 3406 177772 0 4181 1 0 0 0 0 196366 375016 84504 2361806 1305992 3017692 CLIENT FEES 624200 16092 16092 16092 9964 9964 12225 0 12225 12225 12225 59121 56797 2324 2324 2324 293981 375016 229832 64149 64149 58500 0 58500 58500 2102585 1762576 340009 340009 OTHER INCOME 493000 72156 72156 72156 3593111 16092 0 559327 1672928 1672928 194426 61917 116411 16098 885844 606745 74122 204977 17772 7620 5445 4707 60493 45509 7571 7413 168760 114014 22608 32138 8324 3796 3401 1127 26000 26000 3047 3047 1340 1340 2536 1305 217 1014 32907 14980 8045 9882 7232 1821 5411 26877 5000 18921 2956 63777 55384 5520 2873 23763 19802 3571 390 REPAIRS & MAINTENANCE 57426 45179 8064 4183 PRINTING 35921 877 632 34412 UTILITIES 32302 26256 4062 1984 TELEPHONE 20159 14289 3511 2359 90155 32060 21352 36743 3431989 2729482 313251 389256 1550 1550 145526 232380 39443 57538 49965 56084 68186 131798 2624489 1193878 999753 1430611 292999 287669 1597422 2197630 117881 151487 247629 233075 419415 365510 803977 X 799981 959298 231180 223604 200751 210751 1231912 1393653 1597422 2197630 161122 -19381 20000 0 X 0 0 0 X 2406962 2989496 3072669 3027730 3017692 14514549 116884 116884 118028 118600 118600 588996 2523846 3106380 3190697 3146330 3136292 15103545 15103545 9222 18959 9738 6891 22189 66999 72156 72156 15242700 10269523 0.99090 0.99620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 482812 221948 -9712 211538 483510 431375 199610 4783 152956 482812 457068 12500 2244 40437 431375 430749 146687 24678 145046 457068 446187 6904 22342 430749 0.10170 0.43580 0.46250 0 0 40000 40000 1769050 604792 1164258 387666 250086 137580 239634 214326 25308 188139 124674 63465 1430611 X 4136612 -19381 591064 20000 591683 3544929 3048 45134 48182 3593111 3974871 591064 -45134 545930 3428941 3048 3048 3431989 PART V, LINE 4: DURING THE 2013-2014 FISCAL YEAR, THE BOARD OF DIRECTORS DESIGNATED $50,000 TO ESTABLISH THE GRACE ENDOWMENT FUND. ENDOWMENT FUNDS, EARNINGS AND ADDITIONAL CONTRIBUTIONS ARE TO BE USED BY THE ORGANIZATION TO ACHIEVE AND FURTHER ITS EXEMPT PURPOSE. TEMPORARILLY RESTRICTED FUNDS ARE RESTRICTED FOR TIMING OR PURPOSE. AT THE END OF THE FISCAL YEAR THERE WERE FUNDS RESTICTED FOR TRANSITIONAL HOUSING, EMERGENCY ASSISTANCE AND THE CAPITAL CAMPAIGN. PERMANENTLY RESTRICTED FUNDS FORM AN ENDOWMENT WHOSE INCOME CAN BE USED TO SUPPORT PROGRAMS AND OPERATIONAL NEEDS OF GRAPEVINE RELIEF AND COMMUNITY EXCHANGE. PART X, LINE 2: GRACE IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEARS ENDED AUGUST 31, 2015 AND 2014. GRACE FOLLOWS FASB ASC NO. 740, INCOME TAXES, IN RECOGNIZING AND DISCLOSING UNCERTAIN TAX POSITIONS. THERE WAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2015 AND 2014. PENALTIES AND INTEREST, IF ANY, ARE RECORDED IN MANAGEMENT AND GENERAL, MISCELLANEOUS EXPENSE. GRACE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES FOR THREE YEARS FROM THE DUE DATE OF THE RETURN OR THE DATE ACTUALLY FILED. AS OF AUGUST 31, 2015, THE TAX RETURN YEARS OPEN FOR AUDIT INCLUDE TAX YEARS ENDED AUGUST 31, 2012 THROUGH AUGUST 31, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES CAPITALIZED 20,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: OFFICER COMPENSATION INCLUDED IN COST OF SALES 30,958. CONTRIBUTED RENT INCLUDED IN COST OF SALES 14,175. ROUNDING ADJ 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: OFFICER COMPENSATIO INCLUDED IN COST OF SALES -30,958. CONTRIBUTED RENT INCLUDED IN COST OF SALES -14,175. ROUNDING ADJUSTMENT -1. X X X X X X 1 M GALE & ASSOCIATES LLC 3915 W 5TH STREET FORT WORTH TX 76107 FEASIBILITY STUDY 0 0 26000 -26000 26000 -26000 GRACE GALA 626087 342106 283981 221840 DRIVE INTO THE NIGHT 42910 32910 10000 7992 668997 375016 293981 229832 229832 64149 58500 1 1.00000 58500 58500 TX 0 NO LICENSE IS REQUIRED. 0 1 0 1.00000 SHONDA SCHAEFFER PO BOX 412 GRAPEVINE TX 76051 0 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) STUDY OF THE VIABILITY OF A CAPITAL CAMPAIGN FOR A NEW FACILITY AND RELATED STRATEGIES FOR FUNDRAISING. SCHEDULE G, PART III OTHER GAMING THE RAFFLE REPORTED ON SCHEDULE G, PART III, COLUMN (C) TOOK PLACE IN CONNECTION WITH ONE OF THE FUND-RAISERS HELD BY THE ORGANIZATION. THERE WERE NO DIRECT EXPENSES DUE TO THE FACT THAT THE PRIZE WAS DECLINED BY THE WINNER AND AN ALTERNATE WINNER. 1 RENT AND UTILITY ASSISTANCE 1077 276783 MEDICINE AND SUPPLIES 540 28738 OTHER DIRECT ASSISTANCE 372 70515 FOOD 5059 602778 REPLACEMENT FOOD TO CLIENTS. CLOTHING 1243 318631 REPLACEMENT CLOTHING TO CLIENTS CHRISTMAS GIFTS 2683 266950 REPLACEMENT CHRISTMAS GIFTS LUNCHES FOR SUMMER FEED OUR KIDS PROGRAM 37000 90163 REPLACEMENT LUNCHES PART I, LINE 2: CLIENTS ARE SCREENED FOR ELIGIBILITY INCLUDING HOUSEHOLD INCOME BASED ON CURRENT AGENCY GUIDELINES. RENT AND UTILITY ASSISTANCE IS PAID DIRECTLY TO THE LANDLORD/UTILITY COMPANY. MEDICINE, SUPPLIES AND OTHER DIRECT ARE PROVIDED BY LOCAL VENDORS ACCEPTING VOUCHERS ISSUED BY THE ORGANIZATION UNDER AN AGREED PROCESS WITH THE APPROVAL OF A CASE MANAGER. ALL OTHER DIRECT ASSISTANCE IS PROVIDED UNDER THE COORDINATION OF A CASE MANAGER BASED ON THE NEEDS OF THE HOUSEHOLD. SUMMER LUNCHES ARE COORDINATED WITH THE SCHOOL DISTRICT AND TARGET AREAS THAT HAVE HIGH PARTICIPATION IN FREE/REDUCED LUNCH PROGRAMS IN THE SCHOOL YEAR. MIKE MILLS BOARD MEMBER 3047 MIKE MILLS WEALTH MANAGEMENT, LLC, WHICH IS GREATER THAN 35% OWNED BY MIKE MILLS, WAS ENGAGED TO MANAGE THE ORGANIZATION'S INVESTMENTS. 0 X 337001 THIFT STORE X 2 9100 MARKET VALUE X 2394 687941 REPLACEMENT X 50 5000 REPLACEMENT X CHRISTMAS GIFTS 7307 266950 REPLACEMENT 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORGANIZATION EXCEPT THE AUTHORITY TO AMEND THE BYLAWS, ADOPT A PLAN OF MERGER OR CONSOLIDATION, SELL, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR MAKE ANY OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZAITON. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR. ONCE ALL QUESTIONS AND CONCERNS HAVE BEEN REVIEWED THE RETURN IS SENT ELECTRONICALLY TO THE FULL BOARD FOR A REVIEW PERIOD OF AT LEAST 48 HOURS FOR COMMENTS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C AS REQUESTED BY THE PRESIDENT OF GRACE, OR THE BOARD, EACH BOARD MEMBER SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE MEMBER IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING, AND WILL WITHDRAW FROM THE MEETING ROOM DURING ANY DISCUSSION, REVIEW AND VOTING IN CONNECTION WITH SUCH MATTER.THIS POLICY IS REVIEWED ON AN ANNUAL BASIS AT THE BEGINNING OF THE ORGANIZATION'S FISCAL YEAR. COMPLIANCE IS MONITORED BY SALARIED OFFICERS AND BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE IS COMPOSED OF CERTAIN OFFICERS OF THE BOARD. THE COMMITTEE RECEIVES AND COMPARES SALARIES FOR THE EXECUTIVE DIRECTOR TO COMPARABILITY DATA PROVIDED BY THE AGENCY'S PAYROLL AND HR SERVICE PROVIDER AND THE COMMUNITY COUNCIL OF GREATER DALLAS SALARY SURVEYS OF NON-PROFIT AGENCIES IN THE NORTH TEXAS REGION. BOTH SURVEYS ARE COMPLETED EVERY YEAR. THE COMMITTEE THEN APPROVES THE SALARY LEVEL. THE AMOUNT IS INCLUDED IN THE BUDGET THAT IS APPROVED BY THE FULL BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 THE AUDITED FINANCIALS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIALS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 1023 IS AVAILABLE UPON REQUEST AS WELL, BUT NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.