BETA

OTR RESOURCES: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OTR RESOURCES (EIN 38-3910893)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-21
IRS object ID
201632039349200523
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-07-21T15:04:08-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752904993PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WAGNER EUBANK & NICHOLS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15950 BERKSHIRE LANE SUITE 900AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383910893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ON THE ROAD MOTORSBusinessNameLine1Txt
Business Name Line2DBA ON THE ROAD LENDINGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlONTHBusinessNameControlTxt
Phone2149067067PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14141 OFFICE PARKWAYAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE CORSONPersonNm
Person TitleCEOPersonTitleTxt
Phone2149067067PhoneNum
Signature2016-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L WAGNERPreparerPersonNm
PTINP01294611PTIN
Phone2146926800PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.ONTHEROADLENDING.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$186,374GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$168,924ContributionsGiftsGrantsEtcAmt
Sale Of Assets Gross$17,250SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$17,500CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$250GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$200OtherRevenueTotalAmt
Total Revenue$168,874TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$58,236FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$8,850OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,902PrintingPublicationsPostageAmt
Other Expenses Total$64,059OtherExpensesTotalAmt
Total Expenses$135,047TotalExpensesAmt
Excess Or Deficit For Year$33,827ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$350,450NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY-$316,623NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$961BOYAmt
EOY$19,920EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,760BOYAmt
EOY$56,960EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,721BOYAmt
EOY$76,880EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$354,171BOYAmt
EOY$393,503EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$350,450BOYAmt
EOY-$316,623EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeON THE ROAD LENDING SEEKS TO LIFT THE DISADVANTAGED AND WORKING POOR FROM POVERTY BY PROVIDING FINANCIAL EDUCATION AND ASSISTING WITH ACCESSING RELIABLE TRANSPORTATION. OTRL FINDS THE CLIENTS VEHICLES THAT ARE LATE MODEL, RELIABLE (WITH WARRANTIES), FUEL EFFICIENT AND AVAILABLE AT LESS THAN MARKET VALUE. OTRL HELPS THE CLIENTS ACCESS BELOW-MARKET INTEREST RATE LOANS, AS MOST CLIENTS HAVE LIMITED OR POOR CREDIT.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomON THE ROAD LENDING'S "MOBILITY PROGRAM" IS DESIGNED TO HELP LOW TO MODERATE-INCOME PEOPLE OVERCOME TRANSPORTATION BARRIERS BY ASSISTING THEM WITH PURCHASING A RELIABLE USED VEHICLE. TO HELP THEM TO BECOME MORE FINANCIALLY CONFIDENT AND KNOWLEDGEABLE, AS WELL AS MORE CREDITWORTHY, THEY RECEIVE FINANCIAL MENTORSHIP, INCLUDING A "MONEY IN, MONEY OUT" MONTHLY CASH FLOW ANALYSIS, A RECURRENT SAVINGS DEMONSTRATION, AND REFERRAL TO RESOURCES FOR FINANCIAL EDUCATION OR CREDIT HELP. THE PROGRAM SERVED APPROXIMATELY 300 PEOPLE IN 2015.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$133,130ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$133,130TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRENT PETTY
DIRECTOR0.00$0$0$0
DAVID CHARD
DIRECTOR0.00$0$0$0
JAY ALTIZER
DIRECTOR0.00$0$0$0
BRIAN SHULTZ
DIRECTOR0.00$0$0$0
ERIC HANSEN
DIRECTOR0.00$0$0$0
LARRY CORSON
DIRECTOR0.00$0$0$0
DAIN EHRING
DIRECTOR0.00$0$0$0
CYNTHIA LEE
DIRECTOR0.00$0$0$0
PAULA STEIN
DIRECTOR0.00$0$0$0
PAT ALEXANDER
DIRECTOR0.00$0$0$0
TONY APOLLARO
DIRECTOR0.00$0$0$0
DAVID CAIN
DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHELLE CORSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14141 OFFICE PARKWAYAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
FieldValueIRS element (for citing)
Phone2149067067PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,613CurrentTaxYearMinus1YearAmt
Current Tax Year$168,924CurrentTaxYearAmt
Total$252,737TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,613CurrentTaxYearMinus1YearAmt
Current Tax Year$168,924CurrentTaxYearAmt
Total$252,737TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$252,737PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Total$10TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$6,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$390CurrentTaxYearMinus1YearAmt
Current Tax Year$200CurrentTaxYearAmt
Total$6,590TotalAmt
FieldValueIRS element (for citing)
Total Support$259,337TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: APPLICATION FEES. AMOUNT: 200.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,248. DESCRIPTION: VEHICLE EXPENSES. AMOUNT: 1,798. DESCRIPTION: MARKETING. AMOUNT: 16,544. DESCRIPTION: TECHNOLOGY. AMOUNT: 451. DESCRIPTION: GIFTS. AMOUNT: 300. DESCRIPTION: DONATIONS. AMOUNT: 7,750. DESCRIPTION: CLIENT CREDIT ANALYSIS. AMOUNT: 244. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 2,975. DESCRIPTION: CREDIT CARD EXPENSES. AMOUNT: 31,566. DESCRIPTION: EMPLOYEE/CONTRACTOR REIMBURSEMENTS. AMOUNT: 560. DESCRIPTION: BANKING EXPENSES. AMOUNT: 623. TOTAL TO FORM 990-EZ, LINE 16: 64,059.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: A/R - HOGLUND GRANT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 25,000. DESCRIPTION: A/R - PAYPAL DONATIONS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,200. DESCRIPTION: GIFTS - DALLAS FOUNDATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 20,000. DESCRIPTION: DONATED VEHICLES. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0. DESCRIPTION: FURNITURE AND EQUIPMENT. BEG. OF YEAR AMOUNT: 760. END OF YEAR AMOUNT: 760.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: A/P. BEG. OF YEAR AMOUNT: 22,811. END OF YEAR AMOUNT: 21,101. DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 331,360. END OF YEAR AMOUNT: 372,402.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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