Project GRAD Houston: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Project GRAD Houston (EIN 76-0450397)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-30
- IRS object ID
- 201423039349300912
- Schema version
- 2013v3.0
- 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 | 2014-10-30T10:03:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203992693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY WALKER & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 IH 10 WEST SUITE 505 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760450397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT GRAD HOUSTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROJ | BusinessNameControlTxt |
| Phone | 7138320325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 RICHMOND AVE NO 400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W MURPHREE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7138320325 | PhoneNum |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDY L WALKER CPA | PreparerPersonNm |
| PTIN | P00963779 | PTIN |
| Phone | 2103669430 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN L KETELSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 RICHMOND AVE NO 400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,200,169 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PROJECTGRADHOUSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO INCREASE HIGH SCHOOL AND COLLEGE GRADUATION RATES. (SEE SCHEDULE O)PROJECT GRAD IMPROVES LIVES IN LOW INCOME COMMUNITIES BY HELPING STUDENTS DEVELOP AND ACHIEVE THEIR EDUCATIONAL ASPIRATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,046,902 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,544,230 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,385,685 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $655,939 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,432,632 | PYTotalRevenueAmt |
| CY Total Revenue | $3,200,169 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,056,332 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $899,718 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,254,522 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,731,553 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,994 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,108,014 | PYOtherExpensesAmt |
| CY Other Expenses | $567,947 | CYOtherExpensesAmt |
| PY Total Expenses | $4,418,868 | PYTotalExpensesAmt |
| CY Total Expenses | $3,199,218 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,149,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,183,975 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,502,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,536,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$353,302 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$352,351 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROJECT GRAD IMPROVES LIVES IN LOW INCOME COMMUNITIES BY HELPING STUDENTS DEVELOP AND ACHIEVE THEIR EDUCATIONAL ASPIRATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,458,334 | ExpenseAmt |
| Grant | $899,718 | GrantAmt |
| Revenue | $378,439 | RevenueAmt |
| Desc | SCHOLARSHIP AND COLLEGE INSTITUTES:COLLEGE SCHOLARSHIPS ARE OFFERRED TO ALL GRADUATES OF DAVIS, YATES, WHEATLEY, REAGAN AND SAM HOUSTON HIGH SCHOOLS WHO MEET SPECIFIED CRITERIA. IN ADDITION TO ACADEMIC PERFORMANCE, STUDENTS ATTEND SUMMER INSTITUTES ON COLLEGE CAMPUSES. COURSE CONTENT FOR THE INSTITUTES INCLUDES MATH, BIOLOGY, CHEMISTRY, BUSINESS, FINANCIAL LITERACY, STEM FIELDS, ENVIRONMENTAL SCIENCE, MARINE SCIENCE AND MUSIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $494,371 | ExpenseAmt |
| Revenue | $140,000 | RevenueAmt |
| Desc | SECONDARY & COLLEGE ACCESS PROGRAMS:COLLEGE ACCESS SERVICES WERE PROVIDED TO STUDENTS & FAMILIES LIVING IN AREAS SERVED BY 5 HIGH SCHOOLS IN THE HOUSTON ISD. PROGRAMS INCLUDED COLLEGE ACCESS AND ENROLLMENT SUPPORT AND APPLICATIONS FOR FINANCIAL AID. STUDENTS AND PARENTS WERE PROVIDED COLLEGE TRANSITION WORKSHOPS. EVENTUAL COLLEGE ACCESS AND SUCCESS WAS A GOAL IN SERVICES PROVIDED TO STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $441,343 | ExpenseAmt |
| Revenue | $137,500 | RevenueAmt |
| Desc | FINE ARTS PROGRAMS:PROGRAM CONTINUED TO PROVIDE COMPREHENSIVE, SEQUENTIAL SERVICES IN BAND, STRINGS, CHOIR AND VISUAL ARTS. INSTRUCTION WAS PROVIDED DURING THE SCHOOL DAY AND IN AFTER-SCHOOL VISUAL ARTS & PERFORMING GROUPS, RESULTING IN FIRST PLACE WINS IN MULTIPLE COMPETITIONS. SUMMER STUDIO SERVED STUDENTS IN VISUAL ARTS AND MUSIC DURING THE MONTH OF JUNE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,394,048 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | LocalChaptersInd |
| 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W MURPHREE | PersonNm |
| Phone | 8323250319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 RICHMOND AVE STE 400 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77098 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALICE L AANSTOOS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALBERTO ANTENANGELI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON BRYAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY COLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS L GREER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HOCHBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED HUGETZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN KAUFMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN L KETELSEN | ||||||
| DIRECTOR,PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANGIE MONTELONGO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRACIELA SAENZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN STILES | ||||||
| CORP SECRETARY & EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $157,000 | $0 | $9,675 | Yes (X) |
| JOHN J SCALES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WHISNANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KETELSEN | ||||||
| CHAIRMAN EMERITUS | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL MURPHREE | ||||||
| CFO | 40.00 | $101,000 | $0 | $13,383 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $258,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $131,957 | GovernmentGrantsAmt |
| All Other Contributions | $2,412,273 | AllOtherContributionsAmt |
| Total Contributions | $2,544,230 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CONTRACTS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $655,939 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $655,939 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $655,939 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,200,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $655,939 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,718 | TotalAmt |
| Program Services | $899,718 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,058 | TotalAmt |
| Management And General | $281,058 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,317 | TotalAmt |
| Program Services | $988,181 | ProgramServicesAmt |
| Management And General | $165,998 | ManagementAndGeneralAmt |
| Fundraising | $73,138 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,702 | TotalAmt |
| Program Services | $7,164 | ProgramServicesAmt |
| Management And General | $1,818 | ManagementAndGeneralAmt |
| Fundraising | $720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,670 | TotalAmt |
| Program Services | $57,895 | ProgramServicesAmt |
| Management And General | $22,785 | ManagementAndGeneralAmt |
| Fundraising | $6,990 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,806 | TotalAmt |
| Program Services | $85,646 | ProgramServicesAmt |
| Management And General | $33,436 | ManagementAndGeneralAmt |
| Fundraising | $6,724 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,121 | TotalAmt |
| Program Services | $5,364 | ProgramServicesAmt |
| Management And General | $59,198 | ManagementAndGeneralAmt |
| Fundraising | $36,559 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,790 | TotalAmt |
| Program Services | $71,348 | ProgramServicesAmt |
| Management And General | $23,117 | ManagementAndGeneralAmt |
| Fundraising | $4,325 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,407 | TotalAmt |
| Program Services | $10,045 | ProgramServicesAmt |
| Management And General | $3,396 | ManagementAndGeneralAmt |
| Fundraising | $966 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,789 | TotalAmt |
| Program Services | $55,628 | ProgramServicesAmt |
| Management And General | $18,809 | ManagementAndGeneralAmt |
| Fundraising | $5,352 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,025 | TotalAmt |
| Program Services | $14,194 | ProgramServicesAmt |
| Management And General | $8,533 | ManagementAndGeneralAmt |
| Fundraising | $298 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,712 | TotalAmt |
| Program Services | $30,797 | ProgramServicesAmt |
| Management And General | $8,330 | ManagementAndGeneralAmt |
| Fundraising | $1,585 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,073 | TotalAmt |
| Management And General | $20,073 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,305 | TotalAmt |
| Program Services | $12,065 | ProgramServicesAmt |
| Management And General | $4,079 | ManagementAndGeneralAmt |
| Fundraising | $1,161 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLEGE INSTITUTE PROG. | $118,879 | $118,879 | ||
| OTHER STUDENT TRANSPORT | $32,769 | $32,769 | ||
| OTHER EXPENSES | $20,651 | $4,058 | $11,446 | $5,147 |
| CONTRACTED SERVICES | $426 | $297 | $100 | $29 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,199,218 | TotalAmt |
| Program Services | $2,394,048 | ProgramServicesAmt |
| Management And General | $662,176 | ManagementAndGeneralAmt |
| Fundraising | $142,994 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,428 | BOYAmt |
| EOY | $669,886 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,650 | BOYAmt |
| EOY | $305,375 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,000 | BOYAmt |
| EOY | $206,325 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,935 | BOYAmt |
| EOY | $904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,411 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193 | BOYAmt |
| EOY | $1,485 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,493 | BOYAmt |
| EOY | $1,183,975 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,101 | BOYAmt |
| EOY | $540,632 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,694 | BOYAmt |
| EOY | $995,694 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,795 | BOYAmt |
| EOY | $1,536,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$769,375 | BOYAmt |
| EOY | -$886,914 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,073 | BOYAmt |
| EOY | $534,563 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$353,302 | BOYAmt |
| EOY | -$352,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,493 | BOYAmt |
| EOY | $1,183,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $951 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,520,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,751,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,286,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,046,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,544,230 | CurrentTaxYearAmt |
| Total | $9,149,593 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,520,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,751,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,286,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,046,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,544,230 | CurrentTaxYearAmt |
| Total | $9,149,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,149,593 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45 | CurrentTaxYearMinus1YearAmt |
| Total | $196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,149,789 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,684,496 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96560 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,411 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,200,169 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,200,169 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,200,169 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,199,218 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,199,218 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,199,218 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH SCHOLARSHIPS FOR STUDENTS | GrantTypeTxt |
| Recipient | 1800 | RecipientCnt |
| Cash Grant | $899,718 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROJECT GRAD HOUSTON PROVIDES SCHOLARSHIP AWARDS TO QUALIFYING GRADUATES OF CERTAIN HOUSTON INDEPENDENT SCHOOL DISTRICT HIGH SCHOOLS. QUALIFICATIONS ARE MONITORED ANNUALLY. PAYMENTS ARE MADE DIRECTLY TO THE COLLEGE OR UNIVERSITY FOR WHICH THE STUDENT IS ENROLLED AND MAY BE USED FOR TUITION, BOOKS AND ON-CAMPUS LIVING COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN STILES | PersonNm |
| Title | CORP SECRETARY & EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $132,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,980 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,695 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $166,675 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KATHRYN L. KETELSEN, PRESIDENT AND JAMES L. KETELSEN, CHAIRMAN EMERITUS, HAVE A FAMILY RELATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 INFORMATION IS PROVIDED TO THE COMPANY'S TAX ACCOUNTANTS FOR RETURN PREPARATION AND COMPLIANCE. A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO ISSUANCE. ONCE APPROVED, THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURES ARE REQUIRED ANNUALLY AND INTERIM COMPLIANCE IS REVIEWED ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED TO POTENTIAL DONORS AND OTHERS AS REQUESTED AND ARE ALSO AVAILABLE ON THE COMPANY'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L AND KATHRYN L KETELSEN CHARITABLE FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 SAN FELIPE SUITE 970 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311601478 | EIN |
| Primary Activities | CHARITABLE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L AND KATHRYN L KETELSEN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $63,500 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments