2015-08-14T13:20:21-05:00 2014-12-31 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2014-01-01 461367917 Halftime Institute HALF 2147549722 2626 Cole Ave No 900 Dallas TX 75204 Diane Reynolds Treasurer 2147549722 2015-08-14 1 Adam R Smith P00958966 7195286225 2014 2016-03-07 17:11:31Z X Jay Bennett 2626 Cole Ave No 900 Dallas TX 75204 3666369 0 X halftimeinstitute.org X 2012 TX Teach, coach and connect marketplace leaders to discover God's calling on their lives. 7 7 23 7 0 0 2134391 1501905 4437 25636 3666369 0 0 1658073 0 223052 1473004 3131077 535292 849197 313720 535477 X Teach, coach, and connect marketplace leaders to discover God's calling on their lives and engage in the issues Jesus cares about. Guide marketplace leaders to transform first-half success into second-half significance. 0 0 1138382 551064 Halftime Members Program: Halftime creates the time, space and guidance to grasp for yourself how God has uniquely made and shaped you to love Him and serve others. Drawing on Halftime concepts, key influencers, and decades of study and best practices, Halftime Members design a personal plan for spiritual growth, a life mission statement and a clear action plan. Also, for a full year, besides regular team exchanges, you meet regularly with your certified Halftime coach- your seasoned, one-on-one "head and heart" guide. 782597 823651 Halftime Talent Solutions: Serves Halftimers by connecting them with faith-based non-profit organizations who want to utilize their first half experiences and skills to accomplish daring Kingdom objectives. Halftime Talent Solutions offers three areas of service for these organizations: Retained Executive Search, Interim Executive Management and Talent Solutions Consulting. 424899 49326 Website & Media: Our website (halftimeinstitute.org) and social media accounts make a number of text and media offerings available at no cost. Our free email products are sent to more than 10,000 subscribers each week. These tools and programs work together to help people pursue significance while assisting churches and other non-profit ministries in deploying Halftimers into a significant second half of life. 378157 103500 Coaching: Men & women going through "Halftime" benefit greatly from the guidance of others who have been through the Halftime journey. These Halftime certified coaches spend a year or more with each client helping them to discover the unique calling God has on their life, as described in Ephesians 2:10. 378157 103500 2724035 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 15 0 1 23 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA CT FL GA MA NC NY X Diane Reynolds 2147549722 2626 Cole Ave No 900 Dallas TX 75204 Jay Bennett Chairman 1.00 X 0 0 0 Robert Buford Trustee 1.00 X 0 0 0 Margie Blanchard Trustee 1.00 X 0 0 0 Dale Dawson Trustee 1.00 X 0 0 0 Robert Alpert Trustee 1.00 X 0 0 0 John Leffin Trustee 1.00 X 0 0 0 Randy Linville Trustee 1.00 X 0 0 0 Diane Reynolds Secretary/Treasurer 14.00 X 42560 0 0 Dean Niewolny CEO 40.00 X 156573 0 16477 Timothy Dukes Vice President 40.00 X 100555 0 10361 Gregory Barnes President, HTTS 40.00 X 125936 0 11435 Jeff Spadafora Director of Global Coaching 40.00 X 112616 0 14929 Donald Johnson Chief Strategy Officer 40.00 X 109452 0 7496 Katherine Wright Executive VP 40.00 X 104087 0 2958 751779 0 63656 6 0 1 1 0 2134391 80191 2134391 Executive search fees 611430 823651 823651 Client participation 611430 654564 654564 Product sales 611430 23690 23690 1501905 4437 4437 25636 25636 3666369 1527541 0 4437 468688 382422 42560 43706 979314 905399 35374 38541 25980 23724 2256 84038 78344 5694 100053 88927 5747 5379 19696 19629 67 7691 7691 311050 298330 12720 83661 69428 14233 81772 58312 20814 2646 97718 81993 9575 6150 135411 112535 22876 252623 226807 47 25769 417881 331292 86589 26989 26989 17893 17893 Misc. Expenses 15419 14704 676 39 Executive search 5200 5200 3131077 2724035 183990 223052 222509 403648 60080 104480 75052 26900 0 48152 10328 0 849197 153237 160483 0 313720 X 499747 35730 0 535477 0 849197 535292 185 0 X X 0 1 X 1 0 X 2134391 2134391 1527541 1527541 3661932 3661932 237643 237643 0 237643 237643 3424289 4437 4437 4437 4437 3666369 3666369 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23243 8997 14246 51809 17903 33906 48152 X 2531106 185 185 2530921 1135448 1135448 3666369 3131077 0 3131077 0 3131077 Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in the statement of activities. As of December 31, 2014, the Organization had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. Part XI, Line 4b - Other Adjustments: One time grant from Leadership Network due to restructure 1,135,448. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dean Niewolny CEO 140216 0 16000 0 357 0 4717 0 13584 0 174874 0 0 0 Part I, Line 1a When the program involved is offered for couples, clients bring their spouses and the staff members hosting the program bring their spouses as well. Staff members' spouses in attendance share in the presentation of program content and coach the clients' spouses. This is required for a successful program and is considered a legitimate busisness expense. The organization maintains a wellness program that will pay up to $30 per month for active participation (8 times per month) in a health club or active participation in an organized weight loss program. This benefit is included in the employee's W-2 taxable wages. Part I, Line 1b Travel for companions only occurs when an employee of Halftime is participating in a program for couples, for which spouse travel is necessary for a sucessful program. There is no written policy for companion travel because it is not a benefit to employees; rather it is an ordinary and necessary business expense. Travel expenses are submitted on an expense report along with other business expenses. Form 990, Pt. VII, Section A, Line 5: Halftime Institute reimbursed Leadership Network, an unrelated organization, for management services provided by Secretary/Treasurer Diane Reynolds. In 2014, Diane Reynolds received approximately $45,403 in reportable compensation and $1,879 in other compensation for her time spent on Halftime Institute. Of that amount, Halftime Institute reimbursed Leadership Network for $42,560. X 1 10143 FMV-Similar Sales X Furniture & fixtures 1 29852 Cost basis X Leasehold improvements 1 23243 Cost basis X Computer hardware 1 8553 Cost basis X Computer software 1 8400 Cost basis 0 0 0 Part I, Column (b): The number of contributions represents the number of unique contributions received. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm, reviewed by the Treasurer, and then provided to the Board of Trustees prior to filing. Form 990, Part VI, Section B, line 12c The organization performs an annual review conducted during a meeting of the members of the board. Should any conflict of interest present itself, the interested party would excuse themselves from the decision making process. The policy is monitored regularly and consistently by the chairman of the board of directors, or other board members, as appropriate. Form 990, Part VI, Section B, line 15 Independent members of the Compensation Committee of the Board of Directors are responsible for determining compensation for the organization's CEO, Corporate Officers, and Key Employees. Comparative salary surveys are used in determining appropriate salary and benefits for each position. This process is carried out when an individual is hired, and when raises are given. All compensation decisions and deliberations are recorded in the meeting minutes. Form 990, Part VI, Section C, line 19 The organizational documents are available to the public upon request during normal business hours. Form 990, Pt. XII, Line 2c: Audit Committee Process: The organization has a committee that assumes responsibility for oversight of audit of its financial statements and selection of an independent accountant. 100X Ventures LLC dba Halftime Talent Solutions 2626 Cole Ave Ste 900 Dallas TX 75204 275286612 Executive Search TX 823651 180960 Halftime Institute