HIGHLAND PARK ISD EDUCATION FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HIGHLAND PARK ISD EDUCATION FOUNDATION (EIN 75-1999200)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-05-08
- IRS object ID
- 201431289349301543
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T14:22:57-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200104286 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBRIGHT HILL & SUMPTER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12160 NORTH ABRAMS RD SUITE 412 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751999200 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND PARK ISD EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIGH | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET PETERSON | Name |
| Title | ED | Title |
| Phone | 2147804060 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer S Hill | Name |
| PTIN | P00236976 | PTIN |
| Phone | 9722705452 | Phone |
| Date Prepared | 2014-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANET PETERSON | NameOfPrincipalOfficerPerson |
| Gross Receipts | 4385113 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HPEF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION9S PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN TEXAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4454447 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3454652 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 216500 | InvestmentIncomePriorYear |
| Investment Income Current Year | 331863 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4670947 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3786515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 188892 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 156960 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 483198 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 586346 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 454397 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1683327 | OtherExpensePriorYear |
| Other Expenses Current Year | 2289952 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2355417 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3033258 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2315530 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 753257 | RevenuesLessExpensesCY |
| Total Assets BOY | 12551838 | TotalAssetsBOY |
| Total Assets EOY | 14843542 | TotalAssetsEOY |
| Total Liabilities BOY | 369425 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 744244 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12182413 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14099298 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION9S PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN TEXAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2144926 | Expense |
| Grants | 156960 | Grants |
| Description | THE FOUNDATION AWARDS SCHOLARSHIPS TO GRADUTING SENIORS AND TO TEACHERS TO ASSIST THEM IN REACHING THEIR ACADEMIC GOALS. THE FOUNDATION UNDERWRITES CONTINUING EDUCATION COSTS FOR TEACHERS INCLUDING MASTERS LEVEL PROGRAMS AND SPECIAL TRAINING IN TECHNOLOGY AND READING. IN ADDITION, THE FOUNDATION AWARDS 7 TEACHER OF THE YEAR AWARDS AND GRANTS FOR NEW LEADERSHIP INITIATIVES FOR TEACHERS. THE FOUNDATION ALSO PROVIDES SIGNIFICANT FUNDING FOR TEACHER SALARIES AND SPECIAL PROGRAMS FOR STUDENTS. | Description |
| Total Program Service Expense | 2144926 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANET PETERSON | NamePerson |
| Telephone Number | 2147804060 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 GRASSMERE LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ANN FEILDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ART HARDING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA DANIEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BLACKIE HOLMES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BOB CARTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLIE SPRADLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CONNIE ONEIL | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| DELANEY ROLFE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUG ROACH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUG THOMPSON | |||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | X | |
| DREW HARRIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH MODORY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EMILY DEUTSCHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRANK MARSHALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRED HAMM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GAGE PRICHARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JACK TURPIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAE ELLIS | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| JAMES GIBBS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNY JAMES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM CRANK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM HITZELBERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN WALTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHY JENEVEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEITH LAYCOCK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KRISTI ROBINSON | |||||||
| PARLIAMENTARIAN | 1.00 | X | 0 | 0 | 0 | X | |
| LIZA ELLIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARNIE WILDENTHAL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY FRANCES BURLESON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MELANIE EVANKO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAT BOLIN | |||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | X | |
| PHYLLIS RIGGINS | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| RICK ANIGIAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SPENCER KENDRICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TOM ABBOTT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WEBBER BEALL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILL BEECHERL | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| JANET PETERSON | |||||||
| ED | 40.00 | 133992 | 0 | 0 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 133992 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 3454652 | AllOtherContributions |
| Total Contributions | 3454652 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250487 | TotalRevenueColumn |
| Exclusion | $250,487 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 679974 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 598598 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81376 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81376 | TotalRevenueColumn |
| Exclusion | $81,376 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3786515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $331,863 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156960 | Total |
| Program Services | 156960 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133992 | Total |
| Management And General | 66996 | ManagementAndGeneral |
| Fundraising | 66996 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345644 | Total |
| Management And General | 172822 | ManagementAndGeneral |
| Fundraising | 172822 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23485 | Total |
| Management And General | 11743 | ManagementAndGeneral |
| Fundraising | 11742 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46369 | Total |
| Management And General | 23185 | ManagementAndGeneral |
| Fundraising | 23184 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36856 | Total |
| Management And General | 36856 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9214 | Total |
| Management And General | 9214 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48254 | Total |
| Management And General | 48254 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78122 | Total |
| Management And General | 16987 | ManagementAndGeneral |
| Fundraising | 61135 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94534 | Total |
| Fundraising | 94534 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67787 | Total |
| Management And General | 43803 | ManagementAndGeneral |
| Fundraising | 23984 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4075 | Total |
| Management And General | 4075 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ALUMNI ASSOCIATION | 59837 | 59837 |
| OTHER STUDENT PROGRAMS | 1045470 | 1045470 |
| MAD FOR PLAID | 875659 | 875659 |
| AWARDS | 7000 | 7000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3033258 | Total |
| Program Services | 2144926 | ProgramServices |
| Management And General | 433935 | ManagementAndGeneral |
| Fundraising | 454397 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590 | BOY |
| EOY | 53200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1216255 | BOY |
| EOY | 1982071 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151332 | BOY |
| EOY | 188617 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50230 | BOY |
| EOY | 340332 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2125 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1802 | BOY |
| EOY | 1802 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11129504 | BOY |
| EOY | 12277520 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12551838 | BOY |
| EOY | 14843542 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51095 | BOY |
| EOY | 386294 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73250 | BOY |
| EOY | 72000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44630 | BOY |
| EOY | 41330 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200450 | BOY |
| EOY | 244620 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369425 | BOY |
| EOY | 744244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882049 | BOY |
| EOY | 1148269 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2785108 | BOY |
| EOY | 4120015 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8515256 | BOY |
| EOY | 8831014 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12182413 | BOY |
| EOY | 14099298 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12551838 | BOY |
| EOY | 14843542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 753257 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1163628 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2953725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2660804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2786798 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4454447 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3454642 | CurrentTaxYear |
| Total | 16310416 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2953725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2660804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2786798 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4454447 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3454642 | CurrentTaxYear |
| Total | 16310416 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1969593 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14340823 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 186849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 177092 | CurrentTaxYearMinus1Year |
| Current Tax Year | 250487 | CurrentTaxYear |
| Total | 883788 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 17194204 | TotalSupport |
| Public Support Pertcentage170 | 0.83400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8515256 | BeginningOfYearBalance |
| Contributions | 1560509 | Contributions |
| Investment Earnings Or Losses | 1131248 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 86043 | GrantsOrScholarships |
| Administrative Expenses | 7990 | AdministrativeExpenses |
| End Of Year Balance | 11112980 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6836095 | BeginningOfYearBalance |
| Contributions | 1679161 | Contributions |
| End Of Year Balance | 8515256 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6720103 | BeginningOfYearBalance |
| Contributions | 115992 | Contributions |
| End Of Year Balance | 6836095 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6639191 | BeginningOfYearBalance |
| Contributions | 80912 | Contributions |
| End Of Year Balance | 6720103 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6527279 | BeginningOfYearBalance |
| Contributions | 253829 | Contributions |
| Other Expenditures | 141917 | OtherExpenditures |
| End Of Year Balance | 6639191 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS AGENCY FUNDS | Description |
| Amount | $244,620 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 244620 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4901889 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1163628 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1163628 | RevenueNotRptdF990 |
| Revenue Subtotal | 3738261 | RevenueSubtotal |
| Investment Expenses Not Included | 48254 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 48254 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3786515 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2985004 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2985004 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 48254 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 48254 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3033258 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | D13 | Identifier |
| Return Reference | Footnote for uncertain tax position under FIN 48 Part X | ReturnReference |
| Explanation | THE FOUNDATION FILES AN ANNUAL INFORMATON RETURN. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S.FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER, 2010. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ACS 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF AUGUST 31, 2013. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSE. THERE WERE NO SUCH INTEREST OR PENALTIES FOR THE YEAR ENDED AUGUST 31, 2013. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 89 | NumberOfRecipients |
| Amount Of Cash Grant | 156960 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I3 | Identifier |
| Return Reference | Supplemental information Part IV additional | ReturnReference |
| Explanation | THE FOUNDATION AWARDS SCHOLARSHIPS TO QUALIFIED CANDIDATES SELECTED AND APPROVED BY THE BOARD OF DIRECTORS. THESE COMMITMENTS HAVE BEEN RECORDED BY THE FOUNDATION AS LIABILITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Governing body meeting documentation Part VI line 8a | MINUTES ARE MAINTAIND FOR ALL BOARD MEETINGS. |
| O02 | Committee meeting documentation Part VI line 8b | MINUTES ARE MAINTAINED FOR ALL MAJOR COMMITTEE MEETINGS. |
| O03 | Form 990 governing body review Part VI line 11 | A COPY OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. EACH MEMBER RECEIVES THE 990 IN ADVANCE OF THE MEETING SO THEY ARE ABLE TO DISCUSS IT IN DETAIL. |
| O04 | Conflict of interest policy compliance Part VI line 12c | THE FOUNDATION DOES NOT NORMALLY ENTER INTO CONTRACTS WITH ENTITIES OUTSIDE THE SCHOOL DISTRICT. PART OF THE CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. |
| O05 | CEO executive director top management comp Part VI line 15a | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH SUMMER PRIOR TO DEVELOPMENT OF THE OVERALL BUDGET FOR THE FOUNDATION. COMPENSATION IS BASED OPON THE RESULTS OF FUND-RAISING AND ALUMNI ACTIVITIES. ANY CHANGES (RAISES OR BONUSES) ARE WITHIN THE RANGE NORMALLY OFFERED IN THE PRIVATE SECTOR. |
| O06 | Other officer or key employee compensation Part VI line 15b | WHILE THE EXECUTIVE DIRECTOR PROPOSES COMPENSATION OF OTHER INDIVIDUALS, SUCH PROPOSED COMPENSATION IS CONSIDERED BY THE BOARD IN THE BUDGET DEVELOPMENT PROCESS. |
| O07 | Form 990 availability to public Part VI line 18 | THE FOUNDTION9S 990 IS AVAIABLE FOR REVIEW ON GUIDESTAR AND IS MADE AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICES UPON REQUEST. |
| O08 | Governing documents etc available to public Part VI line 19 | THE FOUNDATION9S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILBLE AT THE ADMINISTRATIVE OFFICES UPON REQUEST. THE FOUNDATION9S WEBSITE GIVES INSTRUCTIONS AS THE PROCEDURE FOR REQUESTING THIS INFORMATION. |
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