HIGHLAND PARK ISD EDUCATION FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HIGHLAND PARK ISD EDUCATION FOUNDATION (EIN 75-1999200)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-02-10
- IRS object ID
- 201640419349300134
- 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 | 2016-02-10T10:55:07-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200104286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Albright Hill and Sumpter PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 Saint Marys St Suite 100 | AddressLine1Txt |
| City | Rockwall | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751999200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND PARK ISD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET PETERSON | PersonNm |
| Person Title | ED | PersonTitleTxt |
| Phone | 2147804060 | PhoneNum |
| Signature | 2016-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brenda Peterson | PreparerPersonNm |
| PTIN | P01540464 | PTIN |
| Phone | 9722705452 | PhoneNum |
| Preparation | 2016-02-10 | 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 | JANET PETERSON | PrincipalOfficerNm |
| Gross Receipts | $6,461,426 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATIONS PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN TEXAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,588,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,507,072 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $815,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $990,237 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,403,548 | PYTotalRevenueAmt |
| CY Total Revenue | $4,497,309 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $151,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $180,744 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $613,852 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $578,206 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $230,866 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,466,106 | PYOtherExpensesAmt |
| CY Other Expenses | $2,656,523 | CYOtherExpensesAmt |
| PY Total Expenses | $3,231,782 | PYTotalExpensesAmt |
| CY Total Expenses | $3,415,473 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,171,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,081,836 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,008,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,437,212 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $729,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $766,137 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,278,588 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,671,075 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATIONS PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN TEXAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,908,538 | ExpenseAmt |
| Desc | THE FOUNDATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS AND TO TEACHERS TO ASSIST THEM IN REACHING THEIR ACADEMIC GOALS. THE FOUNDATION UNDERWRITES CONTINUING EDUCATION COSTS FOR TEACHERS INCLUDING MASTERS LEVEL PROGRAMS AND SPECIAL TRAINING IN TECHNOLOGY AND READING. IN ADDITION, THE FOUNDATION AWARDS 7 TEACHER OF THE YEAR AWARDS AND GRANTS FOR NEW LEADERSHIP INITIATIVES FOR TEACHERS. THE FOUNDATION ALSO PROVIDES SIGNIFICANT FUNDING FOR TEACHER SALARIES AND SPECIAL PROGRAMS FOR STUDENTS. | Desc |
| Total Program Service Expenses | $2,908,538 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | 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 | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET PETERSON | PersonNm |
| Phone | 2147804060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILL BEECHERL | ||||||||
| PRESIDENT | 11.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH LAYCOCK | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA DANIEL | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN FIELDER | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTY ROBINSON | ||||||||
| PARLIAMENTARIAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CONNIE ONEILL | ||||||||
| ADVISOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG THOMPSON | ||||||||
| ADVISOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM ABBOTT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WEBBER BEALL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY FRANCES BURLESON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CRANK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAE ELLIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES GIBBS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ART HARDING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY BULLINGTON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY JENEVEIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GIGI LANCASTER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK MARSHALL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG ROACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLEY SPRADLEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK TURPIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WALTER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARNIE WILDENTHAL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DELANEY ROLFE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BECKY WHITE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| POLLY MCKEITHEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANEL MCVEIGH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERCE ALLMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON ALTSCHULER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK ANIGIAN | ||||||||
| DIERCTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET PETERSON | ||||||||
| ED | 40.00 | 0.00 | Yes (X) | $153,945 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $153,945 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,507,072 | AllOtherContributionsAmt |
| Total Contributions | $3,507,072 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,562 | TotalRevenueColumnAmt |
| Exclusion | $316,562 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,637,792 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,964,117 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $673,675 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $673,675 | TotalRevenueColumnAmt |
| Exclusion | $673,675 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,497,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $990,237 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,744 | TotalAmt |
| Program Services | $180,744 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,945 | TotalAmt |
| Program Services | $67,356 | ProgramServicesAmt |
| Management And General | $33,566 | ManagementAndGeneralAmt |
| Fundraising | $53,023 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,485 | TotalAmt |
| Program Services | $136,722 | ProgramServicesAmt |
| Management And General | $68,135 | ManagementAndGeneralAmt |
| Fundraising | $107,628 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,853 | TotalAmt |
| Program Services | $11,749 | ProgramServicesAmt |
| Management And General | $5,855 | ManagementAndGeneralAmt |
| Fundraising | $9,249 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,759 | TotalAmt |
| Program Services | $21,334 | ProgramServicesAmt |
| Management And General | $10,632 | ManagementAndGeneralAmt |
| Fundraising | $16,793 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,164 | TotalAmt |
| Program Services | $16,035 | ProgramServicesAmt |
| Management And General | $8,231 | ManagementAndGeneralAmt |
| Fundraising | $11,898 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,586 | TotalAmt |
| Management And General | $9,586 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,790 | TotalAmt |
| Management And General | $102,790 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,088 | TotalAmt |
| Program Services | $60,813 | ProgramServicesAmt |
| Fundraising | $32,275 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ALUMNI ASSOCIATION | $76,771 | $76,771 |
| AWARDS | $7,000 | $7,000 |
| OTHER STUDENT PROGRAMS | $739,350 | $739,350 |
| MAD FOR PLAID | $1,558,428 | $1,558,428 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,510 | TotalAmt |
| Program Services | $32,236 | ProgramServicesAmt |
| Management And General | $37,274 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,415,473 | TotalAmt |
| Program Services | $2,908,538 | ProgramServicesAmt |
| Management And General | $276,069 | ManagementAndGeneralAmt |
| Fundraising | $230,866 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,634 | BOYAmt |
| EOY | $1,292,935 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,683 | BOYAmt |
| EOY | $702,703 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,216 | BOYAmt |
| EOY | $65,432 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,818 | BOYAmt |
| EOY | $102,480 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,559,283 | BOYAmt |
| EOY | $15,273,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,008,436 | BOYAmt |
| EOY | $17,437,212 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,437 | BOYAmt |
| EOY | $399,448 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,250 | BOYAmt |
| EOY | $51,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,280 | BOYAmt |
| EOY | $31,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,881 | BOYAmt |
| EOY | $282,803 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,848 | BOYAmt |
| EOY | $766,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,110 | BOYAmt |
| EOY | $1,337,175 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,804,195 | BOYAmt |
| EOY | $5,589,312 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,336,283 | BOYAmt |
| EOY | $9,744,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,278,588 | BOYAmt |
| EOY | $16,671,075 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,008,436 | BOYAmt |
| EOY | $17,437,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,081,836 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$689,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $2,786,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,454,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,454,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,588,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,507,072 | CurrentTaxYearAmt |
| Total | $17,791,415 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,786,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,454,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,454,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,588,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,507,072 | CurrentTaxYearAmt |
| Total | $17,791,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $546,318 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,245,097 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,562 | CurrentTaxYearAmt |
| Total | $965,209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,756,624 | TotalSupportAmt |
| Public Support CY170 | 0.91940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95660 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,076,500 | BeginningYearBalanceAmt |
| Contributions | $408,305 | ContributionsAmt |
| Investment Earnings Or Losses | $647,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $273,845 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,858,010 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,112,980 | BeginningYearBalanceAmt |
| Contributions | $505,269 | ContributionsAmt |
| Investment Earnings Or Losses | $515,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,369 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,362 | AdministrativeExpensesAmt |
| End Year Balance | $12,076,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,515,256 | BeginningYearBalanceAmt |
| Contributions | $1,560,509 | ContributionsAmt |
| Investment Earnings Or Losses | $1,131,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,043 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,990 | AdministrativeExpensesAmt |
| End Year Balance | $11,112,980 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,836,095 | BeginningYearBalanceAmt |
| Contributions | $1,679,161 | ContributionsAmt |
| End Year Balance | $8,515,256 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,720,103 | BeginningYearBalanceAmt |
| Contributions | $115,992 | ContributionsAmt |
| End Year Balance | $6,836,095 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75790 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS FUNDS | Desc |
| Amt | $282,803 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $282,803 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,705,170 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$689,349 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$689,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,394,519 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $102,790 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $102,790 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,497,309 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,312,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,312,683 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $102,790 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $102,790 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,415,473 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO US FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2012. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF AUGUST 31, 2015 AND 2014. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSE. THERE WERE NO SUCH INTEREST AND PENALTIES FOR THE YEARS ENDED AUGUST 31, 2015 AND 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $180,744 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS SCHOLARSHIPS TO QUALIFIED CANDIDATES SELECTED AND APPROVED BY THE BOARD OF DIRECTORS. THESE COMMITMENTS RECORDED BY THE FOUNDATION AS LIABILITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET PETERSON | PersonNm |
| Title | ED | TitleTxt |
| Base Compensation Filing Org | $153,945 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $153,945 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Governing body meeting documentation Part VI line 8a | MINUTES ARE MAINTAINED FOR ALL BOARD MEMBERS. |
| Committee meeting documentation Part VI line 8b | MINUTES ARE MAINTAINED FOR ALL MAJOR COMMITTEE MEETINGS. |
| Form 990 governing body review Part VI line 11 | A COPY OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. EACH MEMBER RECEIVES THE 990 IN ADVANCE OF THE MEETING SO THEY ARE ABLE TO DISCUSS IT IN DETAIL. |
| Conflict of interest policy compliance Part VI line 12c | THE FOUNDATION DOES NOT NORMALLY ENTER INTO CONTRACTS WITH ENTITIES OUTSIDE THE SCHOOL DISTRICT. PART OF THE CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. |
| CEO executive director top management comp Part VI line 15a | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH SUMMER PRIOR TO DEVELOPMENT OF THE OVERALL BUDGET FOR THE FOUNDATION. COMPENSATION IS BASED ON THE RESULTS OF FUND-RAISING AND ALUMNI ACTIVITIES. ANY CHANGES (RAISES OR BONUSES) ARE WITHIN THE RANGE NORMALLY OFFERED IN THE PRIVATE SECTOR. |
| Other officer or key employee compensation Part VI line 15b | WHILE THE EXECUTIVE DIRECTOR PROPOSES COMPENSATION OF OTHER INDIVIDUALS, SUCH PROPOSED COMPENSATION IS CONSIDERED BY THE BOARD IN THE BUDGET DEVELOPMENT PROCESS. |
| Form 990 availability to public Part VI line 18 | THE FOUNDATIONS 990 IS AVAILABLE FOR REVIEW ON GUIDESTAR AND IS MADE AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICES UPON REQUEST. |
| Governing documents etc available to public Part VI line 19 | THE FOUNDATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ADMINISTRATIVE OFFICES UPON REQUEST. THE FOUNDATIONS WEBSITE GIVES INSTRUCTIONS AS THE PROCEDURE FOR REQUESTING THIS INFORMATION. |
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