BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC (EIN 26-0587238)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201423179349306287
- 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
- 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 | 2014-11-13T17:58:07-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOR FAMILY LITERACY INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | TALLAHASSEE | City |
| State | FL | State |
| ZIP Code | 32301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROOSEVELT ALEXANDER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8505625300 | PhoneNum |
| Signature | 2014-10-11 | 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 | 2014-10-09 | PreparationDt |
| 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 | ELIZA MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1 |
| City | TALLAHASSEE | City |
| State | FL | State |
| ZIP Code | 32301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,857,951 | 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 | THE MISSION OF THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. IS TO ADVOCATE FOR AND ESTABLISH LITERACY AS A CORE VALUE IN EVERY HOME IN AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 1810 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,885,317 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,684,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $550,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,510,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,501 | PYOtherRevenueAmt |
| CY Other Revenue | $2,100 | CYOtherRevenueAmt |
| PY Total Revenue | $9,429,489 | PYTotalRevenueAmt |
| CY Total Revenue | $8,197,263 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,622,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,122,385 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,761,092 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,893,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $220,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $301,074 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,205,851 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,017,334 | PYOtherExpensesAmt |
| CY Other Expenses | $2,582,670 | CYOtherExpensesAmt |
| PY Total Expenses | $6,621,076 | PYTotalExpensesAmt |
| CY Total Expenses | $7,899,828 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,808,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $297,435 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,737,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,119,532 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,486,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,861,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,251,218 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,258,174 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. IS TO ADVOCATE FOR AND ESTABLISH LITERACY AS A CORE VALUE IN EVERY HOME IN AMERICA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,670,732 | ExpenseAmt |
| Grant | $2,436,109 | GrantAmt |
| Desc | FAMILY LITERACY PROGRAMS INCLUDE FOUR COMPONENTS: ADULT LITERACY EDUCATION, CHILD LITERACY EDUCATION, PARENTING EDUCATION, AND PARENT AND CHILD CLASS TIME. OVER THE PAST 24 YEARS, THE BBFFL HAS SUPPORTED NEARLY 1,300 FAMILY LITERACY PROGRAMS ACROSS THE U.S. IN 2013-2014, THE BBFFL SUPPORTED THE PROGRESS OF FAMILIES LEARNING TOGETHER IN 32 PROGRAMS ACROSS 11 STATES: AL, CT, FL, OK, ME, MD, MI, NC, OH, TN, AND TX. PROGRAMS DIRECTLY IMPACTED AT LEAST 1,585 INDIVIDUALS ACROSS 755 FAMILIES.FAMILIES AVERAGED 416 HOURS OF INSTRUCTION WITH A TOTAL OF 313,896 HOURS OF INSTRUCTION DELIVERED ACROSS ALL PROGRAMS THROUGHOUT THE YEAR. FAMILY LITERACY WORKS! DURING THE 2013-2014 YEAR, THE AVERAGE ADULT READING GAIN FOR ADULT STUDENTS WAS 2.27 GRADE LEVEL EQUIVALENTS, AND AVERAGE ADULT MATH GAIN WAS 1.73 GRADE LEVEL EQUIVALENTS. 98% OF ADULT PARTICIPANTS IMPROVED THEIR LITERACY SKILLS BY MORE THAN ONE GRADE. 37 ADULTS EARNED THEIR GED, WHICH IS A SIGNIFICANT EDUCATION MILESTONE AND PROVIDES A PATHWAY TO HIGHER INCOME.CHILDREN PARTICIPATING IN THE FAMILY LITERACY PROGRAMS MADE GAINS AT ALL AGE LEVELS. PRESCHOOLERS IMPROVED THEIR LANGUAGE SKILLS FROM THE BELOW-AVERAGE RANGE TO THE AVERAGE RANGE. ELEMENTARY-AGED CHILDREN IMPROVED THEIR LANGUAGE SKILLS, INCLUDING THEIR ABILITY TO COMMUNICATE THOUGHTS, WHICH IS IMPORTANT FOR SUCCESS IN SCHOOL.98% OF THE PARENTS PARTICIPATING REPORTED THAT PARTICIPATION IN THE PROGRAM HELPED THEM FEEL MORE CONFIDENT IN THEIR SKILLS AS A PARENT, 94% SAID THEIR PARTICIPATION HAS HELPED IMPROVE THEIR QUALITY OF LIFE. AND 87% SAID THAT IT HAS HELPED THEM COPE WITH STRESSFUL SITUATIONS. BBFFL'S THREE ACADEMIES DEDICATED TO THE NEEDS OF FAMILIES WITH DEAF CHILDREN SERVED MORE THAN 60 FAMILIES ACROSS THE SOUTHEASTERN U.S. ON AVERAGE, ADULTS IMPROVED THEIR AMERICAN SIGN LANGUAGE SKILLS 238%, AND THEIR RECEPTIVE SKILLS BY 375%. ON AVERAGE, CHILDREN IN DEAF LITERACY PROGRAMS EXHIBITED AN 89% AVERAGE INCREASE IN READING ABILITY ON THE TEST OF EARLY READING ABILITY-DEAF OR HARD-OF-HEARING (TERA-D/HH). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,245,306 | ExpenseAmt |
| Grant | $686,276 | GrantAmt |
| Desc |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| Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RACE TO THE TOP COMMUNITY COMPACT: RACE TO THE TOP WAS A MULTI-ELEMENT, THREE-YEAR PROGRAM WITH THE PRIMARY GOAL OF INCREASING STUDENT ATTENDANCE AMONG THOSE AT RISK OF NOT GRADUATING HIGH SCHOOL IN DUVAL COUNTY, FLORIDA (DUVAL COUNTY INCLUDES JACKSONVILLE, FL), STRATEGIES FOCUSED ON INCREASING STUDENT, PARENT, AND COMMUNITY ENGAGEMENT. 2013-2014 WAS THE FINAL YEAR OF THIS SUCCESSFUL PROGRAM. HIGHLIGHTS OF THE PROGRAM'S ACCOMPLISHMENTS: THE PROGRAM GOAL WAS REACHED. IMPACT INCLUDES A 45% INCREASE IN THE NUMBER OF STUDENTS WITH 5 OR FEWER DAYS ABSENT, AND STUDENTS ABSENT BY 21+ DAYS HAVE BEEN REDUCED BY 83%. SCHOOL ATTENDANCE IS A SIGNIFICANT INDICATOR OF HIGH SCHOOL GRADUATION.PARENT ENGAGEMENT WAS A SIGNIFICANT OBJECTIVE OF THE PROGRAM. NEARLY 800 PARENTS ENGAGED WITH PROGRAM LEADERS TO ADDRESS SCHOOL ABSENCE PROBLEMS. CLUBS AND OTHER PROGRAMS WERE ESTABLISHED TO INCREASE STUDENT INTEREST. ATTENDANCE TRACKING WAS EVALUATED AND IMPROVEMENTS WERE MADE TO ENSURE CONSISTENCY ACROSS THE DISTRICT. DEMAND FOR PARENT ENGAGEMENT ACTIVITIES WERE HIGHER THAN EXPECTED, AND AS A RESULT, THREE TIMES THE NUMBER OF SESSIONS WERE OFFERED TO PARENTS THAN ORIGINALLY PLANNED. 100% OF THE PARENTS WHO RESPONDED TO SURVEYS RESPONDED FAVORABLY TO THE PARENT ENGAGEMENT, PARENT ACADEMY SESSIONS, AND LITERACY ACTIVITIES OFFERED THROUGHOUT THE PROGRAM PERIOD. PROGRAM MENTORS PROVIDED INTENSIVE CASE MANAGEMENT WITH AT-RISK STUDENTS, AND THE COMMUNITY WAS ENGAGED, THROUGH PARTICIPATION IN EVENTS, COLLEGE FAIRS, PROVIDING SUPPORT FOR BASIC NEEDS SUCH AS HYGIENE AND SCHOOL SUPPLY NEEDS, PARTICIPATION IN JOB FAIRS AND OTHER ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,916,038 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1 |
| City | TALLAHSSEE | City |
| State | FL | State |
| ZIP Code | 32301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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) | $247,500 | $0 | $39,175 | |
| GWYNN VIROSTEK | |||||||
| BOARD CAHIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY GAGE | |||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRICIA KOCH | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARNEY BISHOP III | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN LEVINE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GRIFFIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BERE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN BECKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY BUSH KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL SIMON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROOSEVELT ALEXANDER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $94,554 | $0 | $8,748 | ||
| ELIZABETH HIRST | |||||||
| VP COMMUNICATIONS | 40.00 | $162,236 | $0 | $22,358 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $504,290 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,281 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
| Fundraising | $3,282,562 | FundraisingAmt |
| Government Grants | $1,093,107 | GovernmentGrantsAmt |
| All Other Contributions | $2,309,278 | AllOtherContributionsAmt |
| Noncash Contributions | $103,517 | NoncashContributionsAmt |
| Total Contributions | $6,684,947 | TotalContributionsAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711,697 | TotalRevenueColumnAmt |
| Exclusion | $711,697 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,012,763 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,214,244 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $798,519 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,519 | TotalRevenueColumnAmt |
| Exclusion | $798,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $446,444 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,282,562 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $446,444 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,100 | TotalRevenueColumnAmt |
| Exclusion | $2,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,100 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,197,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,512,316 | 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 | $3,122,385 | TotalAmt |
| Program Services | $3,122,385 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,354 | TotalAmt |
| Program Services | $160,392 | ProgramServicesAmt |
| Management And General | $103,788 | ManagementAndGeneralAmt |
| Fundraising | $134,174 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,814 | TotalAmt |
| Program Services | $632,531 | ProgramServicesAmt |
| Management And General | $157,984 | ManagementAndGeneralAmt |
| Fundraising | $462,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,014 | TotalAmt |
| Program Services | $32,465 | ProgramServicesAmt |
| Management And General | $25,413 | ManagementAndGeneralAmt |
| Fundraising | $12,136 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,201 | TotalAmt |
| Program Services | $11,204 | ProgramServicesAmt |
| Management And General | $28,915 | ManagementAndGeneralAmt |
| Fundraising | $21,082 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,316 | TotalAmt |
| Program Services | $53,087 | ProgramServicesAmt |
| Management And General | $23,728 | ManagementAndGeneralAmt |
| Fundraising | $34,501 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,229 | TotalAmt |
| Program Services | $15,663 | ProgramServicesAmt |
| Management And General | $37,653 | ManagementAndGeneralAmt |
| Fundraising | $3,913 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,410 | TotalAmt |
| Program Services | $9,626 | ProgramServicesAmt |
| Management And General | $18,784 | ManagementAndGeneralAmt |
| Fundraising | $6,000 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,074 | TotalAmt |
| Fundraising | $301,074 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,985 | TotalAmt |
| Program Services | $989,840 | ProgramServicesAmt |
| Management And General | $31,616 | ManagementAndGeneralAmt |
| Fundraising | $126,529 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,022 | TotalAmt |
| Program Services | $9,541 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
| Fundraising | $366 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,341 | TotalAmt |
| Program Services | $121,015 | ProgramServicesAmt |
| Management And General | $271,983 | ManagementAndGeneralAmt |
| Fundraising | $54,343 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,206 | TotalAmt |
| Program Services | $6,886 | ProgramServicesAmt |
| Management And General | $313 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,973 | TotalAmt |
| Program Services | $29,392 | ProgramServicesAmt |
| Management And General | $10,942 | ManagementAndGeneralAmt |
| Fundraising | $1,639 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,932 | TotalAmt |
| Program Services | $83,829 | ProgramServicesAmt |
| Management And General | $15,181 | ManagementAndGeneralAmt |
| Fundraising | $33,922 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,323 | TotalAmt |
| Program Services | $306,010 | ProgramServicesAmt |
| Management And General | $1,290 | ManagementAndGeneralAmt |
| Fundraising | $13,023 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,666 | TotalAmt |
| Program Services | $3,624 | ProgramServicesAmt |
| Management And General | $21,199 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,651 | TotalAmt |
| Program Services | $2,090 | ProgramServicesAmt |
| Management And General | $24,561 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $119,069 | $118,819 | $250 |
| DONATED GOODS | $103,517 | $103,517 | |
| BOOKS | $103,394 | $102,617 | $777 |
| AWARDS & RECOGNITION | $4,952 | $1,505 | $3,447 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,899,828 | TotalAmt |
| Program Services | $5,916,038 | ProgramServicesAmt |
| Management And General | $777,939 | ManagementAndGeneralAmt |
| Fundraising | $1,205,851 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,131,219 | BOYAmt |
| EOY | $1,399,412 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,930 | BOYAmt |
| EOY | $237,951 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406 | BOYAmt |
| EOY | $1,814 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,645 | BOYAmt |
| EOY | $12,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $122,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,347 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,374 | BOYAmt |
| EOY | $41,918 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,304,328 | BOYAmt |
| EOY | $32,425,611 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,737,902 | BOYAmt |
| EOY | $34,119,532 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,451 | BOYAmt |
| EOY | $1,861,358 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,233 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,684 | BOYAmt |
| EOY | $1,861,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,530 | BOYAmt |
| EOY | $4,295,501 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,364,688 | BOYAmt |
| EOY | $27,962,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,251,218 | BOYAmt |
| EOY | $32,258,174 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,737,902 | BOYAmt |
| EOY | $34,119,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $297,435 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,709,521 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $2,539,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,324,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,277,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,885,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,684,947 | CurrentTaxYearAmt |
| Total | $48,711,712 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,539,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,324,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,277,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,885,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,684,947 | CurrentTaxYearAmt |
| Total | $48,711,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $48,711,712 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $711,697 | CurrentTaxYearAmt |
| Total | $1,367,194 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $2,100 | CurrentTaxYearAmt |
| Total | $19,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,098,292 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,099,454 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98550 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,750 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,750 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,899,078 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,908,828 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $545,441 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $136,360 | 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 | $545,441 | CurrentYearAmt |
| Total | $545,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $818,162 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,750 | CurrentYearAmt |
| Total | $9,750 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $136,360 | CurrentYearAmt |
| Total | $136,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $204,540 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,347 | DepreciationAmt |
| Book Value | $41,918 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,918 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,038,379 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,709,521 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,131,595 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,841,116 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,197,263 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,197,263 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,031,423 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,131,595 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,131,595 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,899,828 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,899,828 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2014, THE FOUNDATION DID NOT INCUR INTEREST AND PENALTIES RELATED TO TAX POSITIONS. THE FOUNDATION'S 2011-2013 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. 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. FOR TAX REPORTING PURPOSES, FLA1, FLA2, AND FLA3 ARE CONSIDERED TO BE COMPONENTS OF THE FOUNDATION, THEIR SOLE MEMBER. | ExplanationTxt |
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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THE LUKENS COMPANY INC | ||||||||
| 2800 SHIRLINGTON RD SUITE 900 | ARLINGTON | VA | 22206 | DIRECT MAIL SERVICES | 0 | $153,290 | $80,704 | $72,586 |
| THE PURSUANT GROUP INC | ||||||||
| 5151 BELT LINE RD SUITE 900 | DALLAS | TX | 75254 | CONSULTING AND MARKETING SERVICES | 0 | $85,869 | $220,370 | -$134,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $239,159 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $301,074 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$61,915 | 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 |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CELEBRATION OF READING IN FLORIDA | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,018,933 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $915,311 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $103,622 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $103,622 | FoodAndBeverageEvent1Amt |
| Name Of Event2 | CELEBRATION OF READING IN HOUSTON | NameOfEvent2Amt |
| Gross Receipts Event2 | $2,139,448 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,881,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $257,648 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $257,648 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $570,625 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $485,451 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $85,174 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $85,174 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $3,729,006 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,282,562 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $446,444 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $446,444 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $446,444 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | ||||||||
| 400 HARVEY MITCHELL PKWY S SUITE | 300 | COLLEGE STATION | TX | 77845 | 746000531 | GOV | $12,334 | FAMILY LITERACY |
| ABERG CENTER FOR LITERACY | ||||||||
| 5100 ROSS AVENUE | DALLAS | TX | 75206 | 020706898 | 501(C)(3) | $50,000 | FAMILY LITERACY | |
| ADVOCACY OUTREACH FAMILY LITERACY | ||||||||
| PO BOX 169 | ELGIN | TX | 78621 | 742625197 | 501(C)(3) | $37,125 | FAMILY LITERACY | |
| ARDMORE BARBARA BUSH LITERACY CORPS | ||||||||
| 125 E ST SW | ARDMORE | OK | 73401 | 501(C)(3) | $122,500 | FAMILY LITERACY | ||
| AUSTIN LEARNING ACADEMY | ||||||||
| PO 6923 | AUSTIN | TX | 78762 | 742753507 | 501(C)(3) | $37,500 | FAMILY LITERACY | |
| COLLIER COUNTY HOUSING AUTHORITY | ||||||||
| 1800 FARM WORKER HWY | IMMOKALEE | FL | 34142 | 591490555 | GOV | $27,848 | FAMILY LITERACY | |
| COMMUNITIES IN SCHOOLS - CENTRAL TEXAS INC | ||||||||
| 3000 SOUTH IH-35 SUITE 200 | AUSTIN | TX | 78704 | 742369020 | 501(C)(3) | $35,420 | FAMILY LITERACY | |
| COMMUNITIES IN SCHOOLS OF JACKSONVILLE | ||||||||
| ONE RIVERSIDE AVE SUITE 400 | JACKSONVILLE | FL | 32202 | 593027895 | 501(C)(3) | $686,276 | MENTORING | |
| OPPORTUNITY FARM FOR BOYS & GIRLS | ||||||||
| 215 GLOUCESTER HILL RD | NEW GLOUCESTER | ME | 04260 | 010217639 | 501(C)(3) | $18,750 | FAMILY LITERACY | |
| DESOTO COUNTY EDUCATION FOUNDATION INC | ||||||||
| PO DRAWER 2000 | ARCADIA | FL | 34265 | 593533706 | 501(C)(3) | $18,760 | FAMILY LITERACY | |
| FAMILY LITERACY ACADEMY OF TAMPA BAY | ||||||||
| 416 WALTER DRIVE | PLANT CITY | FL | 33563 | 501(C)(3) | $63,165 | FAMILY LITERACY | ||
| GRACE PLACE FOR CHILDREN AND FAMILIES | ||||||||
| PO BOX 990531 | NAPLES | FL | 34116 | 651229558 | 501(C)(3) | $65,000 | FAMILY LITERACY | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | 237160400 | 501(C)(3) | $950,173 | FAMILY LITERACY | |
| GROWS LITERACY COUNCIL | ||||||||
| 947 S ORANGE BLOSSON TRAIL | APOPKA | FL | 32703 | 593200028 | 501(C)(3) | $46,565 | FAMILY LITERACY | |
| THE FAMILY LITERACY ACADEMY AT LAKE WALES | ||||||||
| 306 FLORIDA AVE | LAKE WALES | FL | 33853 | 501(C)(3) | $97,778 | FAMILY LITERACY | ||
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | 746002016 | GOV | $37,500 | FAMILY LITERACY | |
| LEARNINGWORKS | ||||||||
| 181 BRACKETT STREET | PORTLAND | ME | 04102 | 010353682 | 501(C)(3) | $18,750 | FAMILY LITERACY | |
| LITERACY COUNCIL OF TYLER INC | ||||||||
| PO BOX 6662 | TYLER | TX | 75711 | 752359704 | 501(C)(3) | $37,500 | FAMILY LITERACY | |
| LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT INC | ||||||||
| 20 HIGH STREET 3RD FLOOR | NEW BRITAIN | CT | 06051 | 222527030 | 501(C)(3) | $36,032 | FAMILY LITERACY | |
| MASSB FOUNDATION | ||||||||
| 910 LYNCH DRIVE | ARNOLD | MD | 21012 | 261192752 | 501(C)(3) | $40,218 | FAMILY LITERACY | |
| SHELBY COUNTY SCHOOLS | ||||||||
| 160 S HOLLYWOOD ST | MEMPHIS | TN | 38112 | GOV | $13,128 | FAMILY LITERACY | ||
| MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY MD INC | ||||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | 520681147 | 501(C)(3) | $36,094 | FAMILY LITERACY | |
| NORTHSIDE INDEPENDENT SCHOOL DISTRICT | ||||||||
| 5900 EVERS ROAD | SAN ANTONIO | TX | 78238 | 746015904 | GOV | $48,750 | FAMILY LITERACY | |
| PINELLAS PUBLIC LIBRATY COOPERATIVE | ||||||||
| 1330 CLEVELAND STREET | CLEARWATER | FL | 33755 | 592994993 | 501(C)(3) | $22,500 | FAMILY LITERACY | |
| PLANO ISD EDUCATION FOUNDATION | ||||||||
| 2700 WEST 15TH STREET | PLANO | TX | 75075 | 752481906 | 501(C)(3) | $37,500 | FAMILY LITERACY | |
| READING CONNECTIONS INC | ||||||||
| 122 N ELM STREET SUITE 920 | GREENSBORO | NC | 27401 | 561726754 | 501(C)(3) | $34,500 | FAMILY LITERACY | |
| REGIONAL SCHOOL UNIT # 1 | ||||||||
| 34 WING FARM PARKWAY | BATH | ME | 04530 | 261906515 | GOV | $14,531 | FAMILY LITERACY | |
| REGIONAL SCHOOL UNIT # 3 | ||||||||
| 84 SCHOOL STREET | UNITY | ME | 04988 | GOV | $12,259 | FAMILY LITERACY | ||
| REGIONAL SCHOOL UNIT # 13 | ||||||||
| 28 LINCOLN STREET | ROCKLAND | ME | 04841 | 364652384 | GOV | $15,938 | FAMILY LITERACY | |
| SANFORD COMMUNITY ADULT EDUCATION | ||||||||
| 21 BRADEEN STREET SUITE 201 | SPRINGVALE | ME | 04083 | 016000355 | GOV | $18,750 | FAMILY LITERACY | |
| SCHOOL SEED | ||||||||
| 2670 UNION AVENUE SUITE 1123 | MEMPHIS | TN | 38112 | 501(C)(3) | $65,384 | FAMILY LITERACY | ||
| SPRINGFIELD FOUNDATION | ||||||||
| 4 WEST MAIN STREET | SPRINGFIELD | OH | 45502 | 316030764 | 501(C)(3) | $31,299 | FAMILY LITERACY | |
| SYLACAUGA ALLIANCE FOR FAMILY ENHANCEMENT | ||||||||
| PO BOX 1122 | SYLACAUGA | AL | 35150 | 721373750 | 501(C)(3) | $20,344 | FAMILY LITERACY | |
| THE ALFANO CENTER | ||||||||
| 6321 SW 40TH STREET | MIAMI | FL | 33155 | 200124906 | $60,000 | FAMILY LITERACY | ||
| WAYNE - METROPOLITAN COMMUNITY ACTION AGENCY | ||||||||
| 2121 BIDDLE AVENUE SUITE 102 | WYANDOTTE | MI | 48192 | 381976979 | 501(C)(3) | $47,996 | FAMILY LITERACY | |
| XPRIZE FOUNDATION INC | ||||||||
| 800 CORPORATE POINTE SUITE 350 | CULVER CITY | CA | 90230 | 521876879 | 501(C)(3) | $200,000 | FAMILY LITERACY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 | $225,000 | $0 | $0 | $0 | $22,500 | $0 | $19,800 | $0 | $19,375 | $0 | $286,675 | $0 | $0 | $0 |
| ELIZABETH HIRST | ||||||||||||||
| VP COMMUNICATIONS | $150,218 | $0 | $0 | $0 | $12,018 | $0 | $12,979 | $0 | $9,379 | $0 | $184,594 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EVERY OTHER YEAR, THE EXECUTIVE BOARD OF DIRECTORS REVIEW 990'S OF LIKE SIZED ORGANIZATIONS AS WELL AS A NOT-FOR PROFIT SALARY GUIDE TO DETERMINE THE SALARY LEVEL FOR THE PRESIDENT OF THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $28,328 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AKNOWLEDGEMENT LETTER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS GIFTS | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,189 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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. BARBARA BUSH IS THE FOUNDER OF THE BARBARA BUSH FOUNDATION WHO LENT HER NAME TO THE LITERACY EFFORT. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR VOLUNTEER EFFORTS WITH THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. JEB BUSH IS AN HONORARY CO-CHAIR WITH HIS SISTER DORO BUSH KOCH. JEB BUSH HAS NO FISCAL OVERSIGHT OF THE ORGANIZATION. DORO BUSH KOCH IS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DORO'S SISTER-IN-LAW, TRISHA KOCH REILLY, IS ALSO A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS, AND A FOUNDING MEMBER OF THE MARYLAND FAMILY LITERACY EFFORTS. OTHER BUSH FAMILY MEMBERS WHO LEND THEIR NAME AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT CELEBRATION OF READING EVENTS, INCLUDE: JEB BUSH, JR., AMANDA BUSH, GEORGE P. BUSH, COLUMBA BUSH, LAURA BUSH, PRESIDENT GEORGE H.W. BUSH, MARIA BUSH, NEIL BUSH AND PIERCE BUSH. THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. BOARD OF DIRECTORS HAS A CONTRACT WITH A DONOR ADVISED FUND AT THE HOUSTON COMMUNITY FOUNDATION NAMED THE HOUSTON BARBARA BUSH FOUNDATION LITERACY FOUNDATION, CHAIRED BY VOLUNTEER NEIL BUSH. THIS FOUNDATION RECEIVES A PORTION OF ASSETS RAISED FROM THE HOUSTON CELEBRATION OF READING TO SUPPORT LITERACY IN HOUSTON. THIS CONTRACT CONTINUES A TWENTY YEAR HISTORY OF ENSURING LITERACY SUPPORT IN TEXAS. NO BUSH FAMILY MEMBERS ARE COMPENSATED FOR THEIR TIME OR EFFORTS ON BEHALF OF THE ORGANIZATION. |
| 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 COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND TWO (2) MEMBER(S) OF THE BOARD OF DIRECTORS, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. MEETINGS: THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST FOUR (4) 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 A 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 | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR AT ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED AND REVISED, IF REVISIONS ARE CONSIDERED NECESSARY. ANNUALLY, THE ENTIRE STAFF AND ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A CONFLICT OF INTEREST FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY OTHER YEAR, THE EXECUTIVE BOARD OF DIRECTORS REVIEW 990'S OF LIKE SIZED ORGANIZATIONS AS WELL AS A NOT-FOR PROFIT SALARY GUIDE TO DETERMINE THE SALARY LEVEL FOR THE PRESIDENT OF THE FOUNDATION. THE ORGANIZATION USES A SALARY SCHEDULE TO BENCHMARK COMPENSATION OF ALL POSITIONS. THE SALARY SCHEDULE IS REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE EVERY OTHER YEAR AND IS BASED ON A REVIEW OF VARIED SALARY SURVEYS AND ANALYSIS OF SELECT ORGANIZATIONS' FORM 990, WITH MODICATIONS AS APPROVED BY THE EXECUTIVE COMMITTEE. THE BYLAWS PROVIDE THAT THE CHAIRMAN OF THE BOARD PERFORM AN ANNUAL REVIEW OF THE ORGANIZATION'S PRESIDENT AND DETERMINE SALARY AND BONUS. |
| 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 | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 989,840. MANAGEMENT AND GENERAL EXPENSES 31,616. FUNDRAISING EXPENSES 126,529. TOTAL EXPENSES 1,147,985. |
| FORM 990, PART IX, COLUMN D, FUNDRAISING EXPENSES: | BOARD OF DIRECTORS APPROVED FOR FY 2014 THAT ALL FUNDRAISING EXPENSES WILL TO BE PAID FOR FROM THE CONTINGENCY FUND, WHICH IS MADE UP OF INTEREST AND DIVIDENDS FROM 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. DURING THE NEXT FEW YEARS AS THE FOUNDATION PLANS TO EXPAND, 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| FAMILY LITERACY ACADEMY TAMPA BAY | |||||||||
| 1303 E SPENCER STREET | PLANT CITY | FL | 33563 | 204013034 | LITERACY | FL | $14,357 | $17,461 | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC |
| LAKE WALES FAMILY LITERACY ACADEMY | |||||||||
| 31 OAK STREET | BABSON PARK | FL | 33827 | 264804143 | LITERACY | FL | $107,897 | $108,189 | 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 | $57,876 | $58,394 | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC |
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