BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC (EIN 26-0587238)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201513209349311861
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:22:59-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | 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 | 260587238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA BUSH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR FAMILY LITERACY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROOSEVELT ALEXANDER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8505625300 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TORI LEHMAN | PreparerPersonNm |
| PTIN | P00313085 | PTIN |
| Phone | 8636805600 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZA MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,282,586 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARBARABUSH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVOCATE FOR AND ESTABLISH LITERACY AS A VALUE IN EVERY HOME IN AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 5051 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,684,947 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,769,600 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,510,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,882,499 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,100 | PYOtherRevenueAmt |
| CY Other Revenue | -$706,210 | CYOtherRevenueAmt |
| PY Total Revenue | $8,197,263 | PYTotalRevenueAmt |
| CY Total Revenue | $20,945,889 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,122,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,022,649 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,893,699 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,200,250 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $301,074 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $298,450 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,764,915 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,582,670 | PYOtherExpensesAmt |
| CY Other Expenses | $3,244,896 | CYOtherExpensesAmt |
| PY Total Expenses | $7,899,828 | PYTotalExpensesAmt |
| CY Total Expenses | $10,766,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $297,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,179,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,119,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,934,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,861,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $607,854 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,258,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,326,346 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVOCATE FOR AND ESTABLISH LITERACY AS A VALUE IN EVERY HOME IN AMERICA. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,784,931 | ExpenseAmt |
| Grant | $598,649 | GrantAmt |
| Desc | FAMILY LITERACY PROGRAMS PROVIDE AN OPPORTUNITY FOR PARENTS AND THEIR CHILDREN TO LEARN TOGETHER. FAMILY LITERACY PROGRAMS ADDRESS THE LITERACY STRENGTHS AND NEEDS OF THE FAMILY BY PROVIDING ADULT LITERACY, EARLY CHILDHOOD AND PARENT ENGAGEMENT LEARNING OPTIONS. DURING THE 2014-15 SCHOOL YEAR, 765 PARENTS AND CHILDREN RECEIVED HIGH INTENSITY FAMILY LITERACY PROGRAMMING IN SMALL GROUP SETTINGS (10-20 FAMILIES PER SITE). 32,952 FAMILIES RECEIVE FAMILY LITERACY BABY JOURNALS AND/OR PARENT TRAINING. THE AVERAGE READING GAIN FOR ADULT LEARNERS WAS 1.97 GRADE LEVEL EQUIVALENTS FOR NON-ESL AND 1.96 GRADE LEVELS FOR ESL AND 1.95 GRADE LEVEL EQUIVALENTS FOR MATH. 72% OF ADULT PARTICIPANTS WHO REMAINED IN THE PROGRAM FOR THE ENTIRE YEAR IMPROVED THEIR LITERACY SKILLS BY AT LEAST ONE GRADE (WITHIN THIS GROUP, 62% IMPROVED THEIR LITERACY SKILLS BY TWO OR MORE GRADES). A MAJOR ACCOMPLISHMENT THAT WILL LIKELY IMPROVE THEIR EMPLOYMENT AND ALLOW THEM TO ATTEND COLLEGE.CHILDREN PARTICIPATING IN THE FAMILY LITERACY PROGRAMS MADE GAINS AT ALL AGE LEVELS. YOUNG CHILDREN AGED 6 TO 30 MONTHS WERE ASSESSED TO DETERMINE IF THERE WAS A DELAY IN SOCIAL COMMUNICATION, EXPRESSIVE SPEECH/LANGUAGE, AND SYMBOLIC FUNCTIONING. AT THE BEGINNING OF THE YEAR 46% OF THE CHILDREN HAD SCORES THAT INDICATED POTENTIAL CONCERN. AT THE END OF THE YEAR, ONLY 14% OF THE CHILDREN HAD SCORES INDICATING CONCERN, A DROP OF 70%. PRE-SCHOOLERS MADE IMPRESSIVE GAINS IN EXPRESSIVE AND RECEPTIVE LANGUAGE AS WELL, FROM BELOW AVERAGE TO THE NATIONAL AVERAGE, WITH 57% WITHIN 10 POINTS OF THE NATIONAL AVERAGE. KINDERGARTEN, FIRST, SECOND AND THIRD GRADE CHILDREN ENDED THE YEAR WITH AN ABILITY TO UNDERSTAND LANGUAGE AND EXPRESS THEMSELVES THAT APPROACHED THE NATIONAL AVERAGE.98% OF THE PARENTS PARTICIPATING REPORTED THAT PARTICIPATION IN THE PROGRAM HELPED THEM FEEL MORE CONFIDENT IN THEIR SKILLS AS A PARENT; 96% SAID THEIR PARTICIPATION HAS HELPED IMPROVE THEIR QUALITY OF LIFE AND 98% FELT THEY COULD COMMUNICATE MORE EFFECTIVELY WITH PEOPLE WHO WORK WITH THEIR CHILD AND THEIR FAMILY.THE BBFFL'S 2 DEAF FAMILY LITERACY ACADEMIES SERVED 20-25 FAMILIES THIS YEAR. 100% OF PARENTS WHO BEGAN THE PROGRAM WITH A GOAL OF IMPROVING THEIR SIGN LANGUAGE SKILLS TO BETTER COMMUNICATE WITH THEIR CHILD REPORTED MEETING THEIR GOAL. ON AVERAGE, CHILDREN IN DEAF FAMILY LITERACY PROGRAMS EXHIBITED A 66% INCREASE IN READING SKILLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,256,566 | ExpenseAmt |
| Grant | $124,000 | GrantAmt |
| Desc | TEEN TRENDSETTERS IS A FAMILY LITERACY PROGRAM FOCUSING ON 1ST, 2ND OR 3RD GRADE CHILDREN WHO ARE SIX MONTHS OR MORE BEHIND IN READING. GRANT RECIPIENTS PROVIDE SUPPLEMENTAL LITERACY INSTRUCTION VIA WEEKLY INDIVIDUAL TUTORING SESSIONS BY TEEN MENTOR AND IMPLEMENTATION OF A HOME READING PROGRAM. IN 2014-2015, MENTEES, HAVING STARTED THE PROGRAM ON AVERAGE 9 MONTHS BEHIND THEIR PEERS, CONTINUED TO CLOSE THE GAP AND ENDED THE SCHOOL YEAR WITH 40% READING ON GRADE LEVEL OR ABOVE. 2,915 TEENS MENTORED 2,711 ELEMENTARY STUDENTS, WITH OVER 58,380 HOURS IN MENTORING RECEIVED BY PARTICIPANTS, AND 63,358 BOOKS WERE DISTRIBUTED. OVERALL, MENTEES GAINED MORE THAN A YEAR'S WORTH OF READING KNOWLEDGE DURING THEIR PARTICIPATION IN THIS 7-MONTH PROGRAM. SINCE ITS INCEPTION IN 2002, TEEN TRENDSETTERS HAS IMPACTED APPROXIMATELY 25,000 TEENS IN OVER 1,000 MIDDLE AND HIGH SCHOOL GROUPS AND ABOUT 23,500 ELEMENTARY STUDENTS, RESULTING IN NEARLY 465,000 VOLUNTEER/CONTACT HOURS. ADDITIONALLY, OVER 320,000 BOOKS HAVE BEEN DISTRIBUTED TO MENTORS AND MENTEES TO BECOME PART OF AT-HOME LIBRARIES. IN 2014-2015, THERE WERE 172 TEEN TRENDSETTERSTM PROGRAMS SITES FLORIDA, MICHIGAN, MAINE, TENNESSEE, TEXAS AND OKLAHOMA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,300,000 | ExpenseAmt |
| Grant | $4,300,000 | GrantAmt |
| Desc | THE BARBARA BUSH FOUNDATION ADULT LITERACY XPRIZE PRESENTED BY DOLLAR GENERAL LITERACY FOUNDATION CHALLENGES TEAMS FROM ALL OVER THE WORLD TO CREATE MOBILE LEARNING APPLICATIONS ABLE TO MOVE LOW-LITERATE ADULTS TO BASIC LITERACY IN JUST ONE YEAR. THE SOLUTIONS WILL OVERCOME KEY BARRIERS BY IMPROVING ACCESS, INCREASING RETENTION, AND SCALLING TO MEET DEMAND, ANYTIME, ANYWHERE. EMPOWERING THE NEARLY 1 IN 10 LOW-LITERATE ADULTS LIVING IN THE US WITH SKILLS THEY NEED TO IMPROVE THEIR LIVES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,341,497 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOSEVELT ALEXANDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHSSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELIZA MCFADDEN | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $249,188 | $0 | $43,449 | |
| TIMOTHY GAGE | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK KAPLAN | |||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BERE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEAN BECKER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRICIA REILLY KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY BUSH KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WISE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES NEVELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA PORTELA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GWYN VIROSTEK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL SIMON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG DENEKAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROOSEVELT ALEXANDER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $96,086 | $0 | $8,539 | ||
| SUSAN JAMES | |||||||
| CHIEF MARKETING OFFICER | 40.00 | $145,125 | $0 | $35,470 | Yes (X) | ||
| ELIZABETH HIRST | |||||||
| SR. VP OF COMMUNICATIONS | 40.00 | $142,567 | $0 | $10,918 | Yes (X) | ||
| KELLY LAYMAN | |||||||
| SR. VP OF STRATEGIC ALLIANCES | 40.00 | $113,525 | $0 | $8,184 | Yes (X) | ||
| THERESA MATTHEWS | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $102,114 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $848,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $106,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE PURSUANT GROUP INC | |||||
| 5151 BELT LINE ROAD SUITE 900 | DALLAS | TX | 75254 | FUNDRAISING 20% /MARKETING 80% | $659,674 |
| ANN G BESSELL PHD | |||||
| 8697 WELLINGTON VIEW DRIVE | WEST PALM BEACH | FL | 33411 | PROGRAM EVALUATION REPORTING | $230,830 |
| DINI SPHERIS | |||||
| 2727 ALLEN PARKWAY SUITE 1650 | HOUSTON | TX | 77019 | FUNDRAISING | $194,125 |
| GRAVINA SMITH MATTE & ARNOLD | |||||
| 12474 BRANTLEY COMMONS COURT | FORT MYERS | FL | 33907 | EVENT SERVICES | $111,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,011,134 | FundraisingAmt |
| Government Grants | $827,000 | GovernmentGrantsAmt |
| All Other Contributions | $9,931,466 | AllOtherContributionsAmt |
| Noncash Contributions | $288,657 | NoncashContributionsAmt |
| Total Contributions | $19,769,600 | TotalContributionsAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800,693 | TotalRevenueColumnAmt |
| Exclusion | $800,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,241,953 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,160,147 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,081,806 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,081,806 | TotalRevenueColumnAmt |
| Exclusion | $1,081,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $466,563 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,011,134 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,176,550 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$709,987 | TotalRevenueColumnAmt |
| Exclusion | -$709,987 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,777 | TotalRevenueColumnAmt |
| Exclusion | $3,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,777 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,945,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,176,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,022,649 | TotalAmt |
| Program Services | $5,022,649 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,184 | TotalAmt |
| Program Services | $103,664 | ProgramServicesAmt |
| Management And General | $216,782 | ManagementAndGeneralAmt |
| Fundraising | $79,738 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,540,923 | TotalAmt |
| Program Services | $682,057 | ProgramServicesAmt |
| Management And General | $391,643 | ManagementAndGeneralAmt |
| Fundraising | $467,223 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,343 | TotalAmt |
| Program Services | $19,119 | ProgramServicesAmt |
| Management And General | $26,706 | ManagementAndGeneralAmt |
| Fundraising | $9,518 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,416 | TotalAmt |
| Program Services | $5,896 | ProgramServicesAmt |
| Management And General | $30,843 | ManagementAndGeneralAmt |
| Fundraising | $18,677 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,384 | TotalAmt |
| Program Services | $71,262 | ProgramServicesAmt |
| Management And General | $36,219 | ManagementAndGeneralAmt |
| Fundraising | $40,903 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,430 | TotalAmt |
| Program Services | $908 | ProgramServicesAmt |
| Management And General | $54,132 | ManagementAndGeneralAmt |
| Fundraising | $390 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,450 | TotalAmt |
| Management And General | $30,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,158 | TotalAmt |
| Management And General | $46,158 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,450 | TotalAmt |
| Fundraising | $298,450 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,528 | TotalAmt |
| Program Services | $1,019,604 | ProgramServicesAmt |
| Management And General | $27,913 | ManagementAndGeneralAmt |
| Fundraising | $341,011 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,525 | TotalAmt |
| Program Services | $5,762 | ProgramServicesAmt |
| Fundraising | $25,763 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,537 | TotalAmt |
| Program Services | $238,861 | ProgramServicesAmt |
| Management And General | $268,948 | ManagementAndGeneralAmt |
| Fundraising | $85,728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,029 | TotalAmt |
| Program Services | $389 | ProgramServicesAmt |
| Fundraising | $3,640 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,950 | TotalAmt |
| Program Services | $38,915 | ProgramServicesAmt |
| Management And General | $10,321 | ManagementAndGeneralAmt |
| Fundraising | $1,714 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,240 | TotalAmt |
| Program Services | $144,587 | ProgramServicesAmt |
| Management And General | $20,931 | ManagementAndGeneralAmt |
| Fundraising | $102,722 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,502 | TotalAmt |
| Program Services | $20,502 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,806 | TotalAmt |
| Program Services | $2,540 | ProgramServicesAmt |
| Management And General | $20,757 | ManagementAndGeneralAmt |
| Fundraising | $7,509 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,036 | TotalAmt |
| Program Services | $7,840 | ProgramServicesAmt |
| Management And General | $26,899 | ManagementAndGeneralAmt |
| Fundraising | $297 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED BOOKS AND MAT | $402,099 | $401,171 | $925 | $3 |
| DONATED BOOKS | $231,622 | $231,622 | ||
| OTHER EXPENSES | $55,984 | $32,089 | $23,895 | |
| GENERAL & ADMIN ALLOCAT | $0 | $292,060 | -$573,689 | $281,629 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,766,245 | TotalAmt |
| Program Services | $8,341,497 | ProgramServicesAmt |
| Management And General | $659,833 | ManagementAndGeneralAmt |
| Fundraising | $1,764,915 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,412 | BOYAmt |
| EOY | $1,063,802 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,951 | BOYAmt |
| EOY | $7,930,546 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814 | BOYAmt |
| EOY | $342,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,826 | BOYAmt |
| EOY | $17,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $116,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,918 | BOYAmt |
| EOY | $16,609 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,425,611 | BOYAmt |
| EOY | $32,562,691 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,119,532 | BOYAmt |
| EOY | $41,934,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,358 | BOYAmt |
| EOY | $607,854 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,358 | BOYAmt |
| EOY | $607,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,295,501 | BOYAmt |
| EOY | $35,408,976 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,962,673 | BOYAmt |
| EOY | $5,917,370 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,258,174 | BOYAmt |
| EOY | $41,326,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,119,532 | BOYAmt |
| EOY | $41,934,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,179,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,111,472 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,324,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,277,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,885,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,684,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,769,600 | CurrentTaxYearAmt |
| Total | $65,942,200 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,324,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,277,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,885,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,684,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,769,600 | CurrentTaxYearAmt |
| Total | $65,942,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $65,942,200 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $599,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $711,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,693 | CurrentTaxYearAmt |
| Total | $2,147,246 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $651,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,340 | CurrentTaxYearAmt |
| Total | $1,572,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,661,664 | TotalSupportAmt |
| Public Support CY170 | 0.94660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2010 AMOUNT: $ 324. 2013 AMOUNT: $ 2,100. 2014 AMOUNT: $ 3,777. FUNDRAISING EVENT REVENUE - 2010 AMOUNT: $ 1,250. 2012 AMOUNT: $ 651,760. 2013 AMOUNT: $ 446,444. 2014 AMOUNT: $ 466,563. | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,158 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,158 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,720,087 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,766,245 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $688,312 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $172,078 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $545,441 | CurrentYearMinus1Amt |
| Current Year | $688,312 | CurrentYearAmt |
| Total | $1,233,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,850,630 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $9,750 | CurrentYearMinus1Amt |
| Current Year | $46,158 | CurrentYearAmt |
| Total | $55,908 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $136,360 | CurrentYearMinus1Amt |
| Current Year | $172,078 | CurrentYearAmt |
| Total | $308,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $462,657 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,832 | DepreciationAmt |
| Book Value | $16,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,609 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,063,186 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,111,472 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $361,116 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $867,653 | OtherRevenueAmt |
| Revenue Not Reported | $117,297 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,945,889 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,945,889 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,995,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $361,116 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $867,653 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,228,769 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,766,245 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,766,245 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. DURING THE YEAR ENDED JUNE 30, 2015, THE FOUNDATION DID NOT INCUR INTEREST AND PENALTIES RELATED TO TAX POSITIONS. THE FOUNDATION FILES AS A TAX EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | OTHER DIRECT FUNDRAISING EVENT EXPENSES 867,653. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | OTHER DIRECT FUNDRAISING EVENT EXPENSES 867,653. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DNINI SPHERIS | ||||||||
| 2727 ALLEN PARKWAY SUITE 1650 | HOUSTON | TX | 77019 | FUNDRAISING | 0 | $7,732,370 | $229,285 | $7,503,085 |
| IN LAYMAN'S TERMS | ||||||||
| 1035 ALLEN LOOP DRIVE | SANTA ROSA BEACH | FL | 32459 | FUNDRAISING | 0 | $414,415 | $69,165 | $345,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $8,146,785 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $298,450 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,848,335 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BARBARA BUSH @90 | Event1Nm |
| Gross Receipts Event1 | $7,732,370 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,408,082 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $324,288 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $152,010 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,321 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $461,208 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATION OF READING IN FLORIDA | Event2Nm |
| Gross Receipts Event2 | $1,089,251 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,012,751 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $76,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $127,124 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $133,258 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $656,076 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $590,301 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $65,775 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $74,324 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $220,305 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $9,477,697 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,011,134 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $466,563 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $353,458 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,321 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $814,771 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,176,550 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$709,987 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| COLLIER COUNTY PUBLIC SCHOOLS | |||||||||
| 5775 OSCEOLA TRIAL | NAPLES | FL | 34109 | 596000557 | 501(C)(3) | $5,500 | N/A | N/A | TEEN TRENDSETTERS |
| COMUNITIES IN SCHOOLS JACKSONVILLE | |||||||||
| ONE RIVERSIDE AENUE | JACKSONVILLE | FL | 32202 | 593027895 | 501(C)(3) | $10,500 | N/A | N/A | TEEN TRENDSETTERS |
| HARMONY PUBLIC SCHOOLS DFW | |||||||||
| 12005 FOREST GATE DRIVE STE 110 | DALLAS | TX | 75423 | 760615245 | 501(C)(3) | $7,000 | N/A | N/A | TEEN TRENDSETTERS |
| LEE COUNTY DISTRICT SCHOOLS | |||||||||
| 2855 COLONIAL BLVD | FORT MYERS | FL | 33966 | 592637849 | LEE COUNTY, FL | $7,000 | N/A | N/A | TEEN TRENDSETTERS |
| THE SCHOOL BOARD OF MIAMI-DADE | |||||||||
| 1450 NE 2ND AVENUE | MIAMI | FL | 33132 | 596000572 | MIAMI-DADE COUNTY,FL | $6,500 | N/A | N/A | TEEN TRENDSETTERS |
| SEMINOLE COUNTY PUBLIC SCHOOLS | |||||||||
| 400 EAST LAKE MARY BLVD | SANFORD | FL | 32773 | 592775956 | SEMINOLE COUNTY, FL | $6,500 | N/A | N/A | TEEN TRENDSETTERS |
| SCHOOL DISTRICT CITY OF DETROIT | |||||||||
| 3001 W GRAND BLVD 9TH FL | DETROIT | MI | 48202 | 386019629 | CITY OF DETROIT, MI | $6,000 | N/A | N/A | TEEN TRENDSETTERS |
| ABERG CENTER FOR LITERACY | |||||||||
| 5100 ROSS AVENUE | DALLAS | TX | 75206 | 020706989 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| ADVOCACY OUTREACH FAMILY LITERACT | |||||||||
| PO BOX 169 | ELGIN | TX | 78621 | 742626197 | 501(C)(3) | $13,200 | N/A | N/A | LITERACY |
| AUSTIN LEARNING ACADEMY | |||||||||
| PO BOX 6923 | AUSTIN | TX | 78702 | 742753507 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| COLLIER COUNTY HOUSING AUTHORITY | |||||||||
| 1800 FARM WORKERS WAY | IMMOKALEE | FL | 34142 | 591490555 | 501(C)(3) | $15,000 | N/A | N/A | LITERACY |
| COMMUNITIES IN SCHOOLS CENTRAL TEXAS | |||||||||
| 3000 SOUTH IH-35 STE 200 | AUSTIN | TX | 78704 | 742369020 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| FAMILY DISCOVERY CENTER | |||||||||
| 451 HUNGERFORD DRIVE STE 700 | ROCKVILLE | MD | 20850 | 520730225 | 501(C)(3) | $12,563 | N/A | N/A | LITERACY |
| FAMILY SERVICES INC | |||||||||
| 610 EAST DIAMOND AVE STE 1000 | GAITHERSBURG | MD | 20877 | 520730225 | 501(C)(3) | $6,188 | N/A | N/A | LITERACY |
| GRACE PLACE FOR CHILDREN AND FAMILIES | |||||||||
| 4300 21ST AVENUE SW | NAPLES | FL | 34116 | 651229558 | 501(C)(3) | $26,400 | N/A | N/A | LITERACY |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||||
| 5120 WOODWAY DRIVE STE 6000 | HOUSTON | TX | 77056 | 237160400 | 501(C)(3) | $125,750 | N/A | N/A | LITERACY |
| KNOW AND GROW FAMILY LITERACY | |||||||||
| 28 LINCOLN STREET | ROCKLAND | ME | 04841 | 364652384 | 501(C)(3) | $15,000 | N/A | N/A | LITERACY |
| LEARNING WORKS | |||||||||
| 181 BRACKETT STREET | PORTLAND | ME | 04102 | 010353682 | 501(C)(3) | $19,750 | N/A | N/A | LITERACY |
| LITERACY COUNCIL OF TYLER TEXAS | |||||||||
| PO BOX 6662 | TYLER | TX | 75711 | 752359704 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| LEARN TAMPA BAY INC | |||||||||
| 504 E BAKER STREET STE A | PLANT CITY | FL | 33563 | 465045258 | 501(C)(3) | $36,400 | N/A | N/A | LITERACY |
| MADONNA UNIVERSITY | |||||||||
| 36600 SCHOOLCRAFT ROAD | LIVONIA | MI | 48150 | 381498763 | GOV | $50,000 | N/A | N/A | LITERACY |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | |||||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | 520681147 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| PASSAGES - WAYFINDER SCHOOL | |||||||||
| PO BOX 555 | CAMDEN | ME | 04843 | 010217639 | 501(C)(3) | $9,375 | N/A | N/A | LITERACY |
| PLANO ISD FOUNDATION | |||||||||
| 2700 WEST 15TH STREET | PLANO | TX | 75075 | 752481906 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY |
| REGIONAL SCHOOL UNIT #1 | |||||||||
| 800 HIGH STREET | BATH | ME | 04530 | 261906515 | 501(C)(3) | $6,188 | N/A | N/A | LITERACY |
| REGIONAL SCHOOL UNIT #3 | |||||||||
| 577 MOUNT VIEW ROAD | THORNDIKE | ME | 04986 | 016005587 | GOV | $4,950 | N/A | N/A | LITERACY |
| RIO GRADNE VALLEY LITERACY CENTER | |||||||||
| PO BOX 1752 | PHARR | TX | 78577 | 205646983 | 501(C)(3) | $25,000 | N/A | N/A | LITERACY |
| SAIL INTO LITERACY | |||||||||
| 800 HIGH STREET | BATH | ME | 04530 | 261906515 | 501(C)(3) | $12,563 | N/A | N/A | LITERACY |
| SCHOOL SEED FOUNDATION | |||||||||
| 2670 UNION AVENUE STE 1123 | MEMPHIS | TN | 38112 | 264477567 | 501(C)(3) | $16,666 | N/A | N/A | LITERACY |
| SPICE | |||||||||
| 577 MT VIEW ROAD | THORNDIKE | ME | 04986 | 501(C)(3) | $10,050 | N/A | N/A | LITERACY | |
| WAYNE METRO COMMUNITY ACTION AGENCY | |||||||||
| 2121 BIDDLE AVENUE STE 102 | WAYNDOTTE | MI | 48192 | 381976979 | 501(C)(3) | $33,900 | N/A | N/A | LITERACY |
| XPRIZE FOUNDATION | |||||||||
| 800 CORPORATE POINT STE 350 | CULVER CITY | CA | 90230 | 521876879 | 501(C)(3) | $4,300,000 | N/A | N/A | LITERACY |
| BROWARD EDUCATION FOUNDATION | |||||||||
| PO BOX 5408 | FORT LAUDERDALE | FL | 33310 | 592359433 | 501(C)(3) | $17,000 | N/A | N/A | TEEN TRENDSETTERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS ARE DETERMINED BY EACH PROGRAM'S NEEDS AND BY THE ORGANIZATION'S FAMILY LITERACY BUDGET. PROGRAMS REQUEST FUNDING AND PROVIDE LINE ITEM BUDGETS WITH NARRATIVES ON HOW DOLLARS WILL BE SPENT. EACH PROGRAM MUST MEET PROGRAMMATIC DELIVERABLES AND FILE FINANCIAL REPORTS FOR SPECIFIED REPORTING PERIODS AS DEFINED IN THEIR FUNDING AGREEMENT/CONTRACT. FINANCIAL REPORTS ARE ACCOMPANIED BY SOURCE DOCUMENTATION VERIFYING EXPENDITURES. EACH EXPENDITURE IS VERIFIED AGAINST THE PROGRAM'S APPROVED LINE ITEM BUDGET. NONAPPROVED EXPENSES ARE DOCUMENTED AND ARE NOT INCLUDED IN THE REIMBURSMENT/PAYMENT PROCESS. |
| SCHEDULE I PART II, COLUMN (H) | TEEN TRENDSETTERS IS A FAMILY LITERACY PROGRAM FOCUSING ON 1ST, 2ND OR 3RD GRADE CHILDREN WHO ARE SIX MONTHS OR MORE BEHIND IN READING. GRANT RECIPIENTS PROVIDE SUPPLEMENTAL LITERACY INSTRUCTION VIA WEEKLY INDIVIDUAL TUTORING SESSIONS BY TEEN MENTOR AND IMPLEMENTATION OF A HOME READING PROGRAM. LITERACY: GRANT RECIPIENTS DELIVER A READING INSTRUCTION PROGRAM FOR PARENTS OR PRIMARY CAREGIVERS AND THEIR CHILDREN IN NEED OF LITERACY SERVICES. THE PROGRAM SHALL INCLUDE AND INTEGRATE ADULT LITERACY INSTRUCTION, EARLY LITERACY INSTRUCTION FOR CHILDREN AND FAMILY TOGETHER TIME, WHICH PROVIDES INFORMATION AND ACTIVITIES ON BEING A CHILD'S FIRST TEACHER AND CHILD DEVELOPMENT. |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZA MCFADDEN | ||||||||||||||
| PRESIDENT | $226,688 | $0 | $22,500 | $0 | $0 | $0 | $18,135 | $0 | $25,314 | $0 | $292,637 | $0 | $0 | $0 |
| SUSAN JAMES | ||||||||||||||
| CHIEF MARKETING OFFICER | $136,012 | $0 | $9,113 | $0 | $0 | $0 | $10,881 | $0 | $24,589 | $0 | $180,595 | $0 | $0 | $0 |
| ELIZABETH HIRST | ||||||||||||||
| SR. VP OF COMMUNICATIONS | $125,183 | $0 | $6,009 | $0 | $11,375 | $0 | $6,009 | $0 | $4,909 | $0 | $153,485 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $242,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT FOOD & BEVERAGE | 3 | $44,560 | COST |
| Yes (X) | 5 PEWTER FRAMES | 1 | $1,875 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT CONSULTANTS ARE RETAINED TO DISPOSE OF PUBLICLY TRADED SECURITIES RECEIVED AS CONTRIBUTIONS IMMEDIATELY UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. IS A PUBLIC CHARITY. MRS. BUSH IS THE FOUNDER OF THE BARBARA BUSH FOUNDATION. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH VOLUNTEER EFFORTS. DOROTHY BUSH-KOCH IS HONORARY CHAIR AND IS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS; JEB BUSH SERVED AS HONORARY CO-CHAIR UNTIL DECEMBER 2014; HE ALSO SERVED AS HONORARY CO-CHAIR WITH DOROTHY BUSH-KOCH OF THEIR MOTHER'S BIRTHDAY EVENT, BB@90 WHICH WAS HELD JUNE 2015. JEB BUSH HAS/HAD NO FIDUCIARY RESPONSIBILITY. DOROTHY'S SISTER-IN-LAW, TRISHA REILLY-KOCH IS ALSO A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS AND A FOUNDING MEMBER OF THE MARYLAND FAMILY LITERACY EFFORTS. OTHER BUSH FAMILY MEMBERS LEND THEIR NAMES AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT CELEBRATION OF READING EVENTS INCLUDING: PRESIDENT GEORGE W. BUSH, JEB BUSH, JEB BUSH, JR., AMANDA BUSH, GEORGE P. BUSH, COLUMBA BUSH, LAURA BUSH, PRESIDENT GEORGE H.W. BUSH, NEIL AND MARIA BUSH, PIERCE BUSH, MARVIN BUSH. THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. HAS A CONTRACT WITH A DONOR ADVISED FUND AT THE GREATER COMMUNITY HOUSTON FOUNDATION NAMED THE BARBARA BUSH HOUSTON LITERACY FOUNDATION, CHAIRED BY NEIL BUSH. THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. RECEIVES A PORTION OF THE FUNDS RAISED FROM THE HOUSTON CELEBRATION OF READING TO SUPPORT LITERACY. THIS CONTRACT CONTINUES A TWENTY YEAR HISTORY OF ENSURING LITERACY SUPPORT IN TEXAS. NO BUSH FAMILY MEMBERS ARE COMPENSATED FOR THEIR EFFORTS ON BEHALF OF THE ORGANIZATION. |
| FORM 990, PART III, LINE 2 | THE ORGANIZATION STARTED THE XPRIZE INITIATIVE. SEE FORM 990 PART III, LINE 4C FOR A DESCRIPTION OF THIS PROGRAM. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE VESTED WITH THE POWERS PERMITTED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE FOLLOWING: COMPOSITION: THE EXECUTIVE BOARD / COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE FOUNDATION, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. MEETINGS: THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST TWO (2) TIMES PER YEAR, EXCLUSIVE OF THE MEETINGS OF THE BOARD OF DIRECTORS. TERMS: MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF ONE (1) YEAR(S), CONSISTENT WITH THE NOMINATIONS FOR SERVICE AS OFFICERS OF THE CORPORATION. MEMBERS MAY SERVE AS MANY TERMS AS DESIRED, AT THE DISCRETION OF THE MAJORITY OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY MEET AT THE WILL OF THE CHAIR TO MAKE DECISIONS IN BETWEEN MEETINGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | DOROTHY BUSH KOCH AND TRICIA REILLY KOCH HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR AT ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING STAFF MEMBERS, BOARD MEMBERS AND VOLUNTEERS, IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY. ANNUALLY THE ENTIRE STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | EVERY OTHER YEAR, THE EXECUTIVE BOARD OF DIRECTORS REVIEWS THE 990 SALARY SCHEDULE FOR LIKE-SIZED ORGANIZATIONS AS WELL AS A NOT-FOR-PROFIT SALARY GUIDE TO SET THE SALARY RANGES FOR THE PRESIDENT. A NON-PROFIT SALARY GUIDE IS USED AS THE BENCHMARK TO SET SALARY RANGES FOR OTHER POSITIONS. THE BYLAWS PROVIDE THAT THE CHAIRMAN OF THE BOARD PERFORM AN ANNUAL REVIEW OF THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CONSUMER SERVICES. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,019,604. MANAGEMENT AND GENERAL EXPENSES 27,913. FUNDRAISING EXPENSES 341,011. TOTAL EXPENSES 1,388,528. |
| FORM 990, PART IX, COLUMN D, FUNDRAISING EXPENSES: | BOARD OF DIRECTORS APPROVED FOR FY 2015 THAT ALL FUNDRAISING EXPENSES WILL BE PAID FROM THE CONTINGENCY FUND, WHICH IS MADE OF IN INTEREST AND DIVIDENDS FROM THE INVESTMENT PORTFOLIO. THIS DECISION WAS MADE SO THAT DONORS WOULD UNDERSTAND THAT THEIR GIFTS ARE BEING USED PRIMARILY FOR PROGRAM COSTS, WITH A PORTION FOR ADMINISTRATIVE OVERHEAD. THE BOARD FEELS IT IS IMPORTANT THAT DONORS KNOW THEY ARE INVESTING IN PROGRAMS AND ADVOCACY EFFORTS THAT EXPAND SERVICES TO INCREASE LITERACY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LAKE WALES FAMILY LITERACY ACADEMY | |||||||||
| 31 OAK STREET | BABSON PARK | FL | 33827 | 264804143 | LITERACY | FL | $37,242 | $145,430 | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC |
| THE ARDMORE BARBARA BUSH LITERACY CORPS | |||||||||
| 1405 4TH AVENUE NW PMB 104 | ARDMORE | OK | 73401 | 463542525 | LITERACY | OK | -$60,630 | $2 | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC |
Comments