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ARLINGTON I S D EDUCATION FOUNDATION: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ARLINGTON I S D EDUCATION FOUNDATION (EIN 75-2561891)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201421359349203512
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-15T13:43:26-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN752393478EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1600 GULF FREEWAY SUITE 226AddressLine1
CityTEXAS CITYCity
StateTXState
ZIP Code77591ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN752561891EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ARLINGTON ISD EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlARLINameControl
Phone6828671927Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11141 W PIONEER PKWY NO 102AddressLine1
CityARLINGTONCity
StateTXState
ZIP Code76013ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLAURA JONESName
TitlePRESIDENTTitle
Phone6828671927Phone
Date Signed2014-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLYDIA INABA COOKName
PTINP01252610PTIN
Phone4099484406Phone
Date Prepared2014-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Schedule B Not RequiredXScheduleBNotRequired
Web SiteWWW.ARLINGTONEF.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts197718GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc110160ContributionsGiftsGrantsEtc
Program Service Revenue15120ProgramServiceRevenue
Investment Income4341InvestmentIncome
Fundraising Gross Income67562FundraisingGrossIncome
Special Events Direct Expenses44186SpecialEventsDirectExpenses
Special Events Net Income Loss23376SpecialEventsNetIncomeLoss
Other Revenue Total535OtherRevenueTotal
Total Revenue153532TotalRevenue
Grants And Similar Amounts Paid63364GrantsAndSimilarAmountsPaid
Salaries Other Comp Empl Benefits84885SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors16599FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint1413OccupancyRentUtilitiesAndMaint
Printing Publications Postage14331PrintingPublicationsPostage
Other Expenses Total14325OtherExpensesTotal
Total Expenses194917TotalExpenses
Excess Or Deficit For Year-41385ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY349249NetAssetsOrFundBalancesBOY
Other Changes In Net Assets6094OtherChangesInNetAssets
Net Assets Or Fund Balances EOY313958NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY35178BOY
EOY22087EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY366796BOY
EOY309408EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY401974BOY
EOY331495EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY52725BOY
EOY17537EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY349249BOY
EOY313958EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO SERVE THE STUDENTS OF THE ARLINGTON ISD BY FULFILLING EXTRAORDINARY EDUCATIONAL NEEDS AND INITIATIVES.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomTEACHING GRANTS AND RECOGNITION PROGRAMS TO FULFILL THE NEEDS AND INITIATIVES OF TEACHERS AND STUDENTS, AND TO HELP FUND INNOVATIVE PROJECTS AND DEVELOP COMMUNITY RELATIONSHIPS.DescriptionProgramServiceAccom
Grants And Allocations63364GrantsAndAllocations
Program Service Expenses63364ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses63364TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LAURA JONES
PRESIDENT2.50000
ELIZABETH BANDA CALVO
EXECUTIVE VICE PRESIDENT2.00000
MARCELO CAVAZOS PHD
SECRETARY1.50000
KECIA MAYS
TREASURER2.00000
ANN MORRIS
VICE PRESIDENT-GRANTS AND1.50000
LASHARNDRA BARBARIN
DIRECTOR1.50000
MARY CANON
DIRECTOR1.50000
LINDA DIPERT
DIRECTOR1.50000
JEANNE GERLACH PHD
DIRECTOR1.50000
MICHAEL JARRETT
DIRECTOR1.50000
BARBARA NASH
DIRECTOR1.50000
DIANE PATRICK PHD
DIRECTOR1.50000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKATHLEEN JACKSONNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11141 W PIONEER PKWY 102AddressLine1
CityARLINGTONCity
StateTXState
ZIP Code76013ZIPCode
FieldValueIRS element (for citing)
Telephone Number6828671927TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years179508CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years321827CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years130442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year130265CurrentTaxYearMinus1Year
Current Tax Year192842CurrentTaxYear
Total954884Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years179508CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years321827CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years130442CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year130265CurrentTaxYearMinus1Year
Current Tax Year192842CurrentTaxYear
Total954884Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total59257AmountsSubstContributorsTotal
Public Support Total170895627PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6104CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10203CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7462CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3185CurrentTaxYearMinus1Year
Current Tax Year4341CurrentTaxYear
Total31295Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years460CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years531CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years520CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year423CurrentTaxYearMinus1Year
Current Tax Year535CurrentTaxYear
Total2469Total
FieldValueIRS element (for citing)
Total Support988648TotalSupport
Public Support Pertcentage1700.90590PublicSupportPertcentage170
Public Support Pertcent Prior Year0.81850PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1TAILGATE ARLINGTONGNameOfEvent1
Gross Receipts Event160696GrossReceiptsEvent1
Gross Revenue Event160696GrossRevenueEvent1
Other Direct Expenses Event130903OtherDirectExpensesEvent1
Name Of Event2OTHER EVENTSNameOfEvent2
Gross Receipts Event26866GrossReceiptsEvent2
Gross Revenue Event26866GrossRevenueEvent2
Other Direct Expenses Event213283OtherDirectExpensesEvent2
Gross Receipts Total67562GrossReceiptsTotal
Gross Revenue Total Events67562GrossRevenueTotalEvents
Other Direct Expenses Total Events44186OtherDirectExpensesTotalEvents
Direct Expense Summary Events44186DirectExpenseSummaryEvents
Net Income Summary23376NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4DIVIDENDS 4,341..
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 535.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: TEACHING GRANTS. GRANTEE NAME: ARLINGTON INDEPENDENT SCHOOL DISTRICT. GRANTEE ADDRESS: 1141 W. PIONEER PKWY #102 ARLINGTON, TX 76013. AMOUNT GIVEN: 63,364.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: ADVERTISING. AMOUNT: 1,085. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 2,213. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 27. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 786. DESCRIPTION: INSURANCE. AMOUNT: 2,010. DESCRIPTION: SUPPLIES. AMOUNT: 2,452. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 724. DESCRIPTION: TRAVEL AND ENTERTAINMENT. AMOUNT: 1,465. DESCRIPTION: CONFERENCES AND BOARD DEVELOPMENT. AMOUNT: 3,563. TOTAL TO FORM 990-EZ, LINE 16: 14,325.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 7,451. DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: -1,357. TOTAL TO FORM 990-EZ, LINE 20: 6,094.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: INVESTMENTS-PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 239,818. END OF YEAR AMOUNT: 261,345. DESCRIPTION: PLEDGES RECEIVABLE / ENDOWMENT PROGRAM. BEG. OF YEAR AMOUNT: 81,748. END OF YEAR AMOUNT: 47,563. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 30,345. END OF YEAR AMOUNT: 500. DESCRIPTION: INVENTORY - AUCTION ITEMS. BEG. OF YEAR AMOUNT: 14,885. END OF YEAR AMOUNT: 0.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: ACCOUNTS PAYABLE / ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,177. END OF YEAR AMOUNT: 2,887. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 51,548. END OF YEAR AMOUNT: 14,650.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

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

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