PERMIAN BASIN AREA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PERMIAN BASIN AREA FOUNDATION (EIN 75-2295008)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201301289349301925
- Schema version
- 2012v2.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T15:13:23-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752295008 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERMIAN BASIN AREA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERM | NameControl |
| Phone | 4326173213 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Loraine St Ste 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Guy McCrary | Name |
| Title | President and CEO | Title |
| Phone | 4326173213 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Guy McCrary | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Loraine Ste 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44730844 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pbaf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address changing community needs and enrich the quality of life in the Permian Basin. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 179 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15055509 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13460945 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 110140 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 107143 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3460022 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2938990 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1172569 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2144843 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19798240 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18651921 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4287527 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7371170 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 691684 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 767068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 117251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 774244 | OtherExpensePriorYear |
| Other Expenses Current Year | 868408 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5753455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9006646 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14044785 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9645275 | RevenuesLessExpensesCY |
| Total Assets BOY | 77011156 | TotalAssetsBOY |
| Total Assets EOY | 91907173 | TotalAssetsEOY |
| Total Liabilities BOY | 15500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60750 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 76995656 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91846423 | NetAssetsOrFundBalancesEOY |
| Mission Description | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address changing community needs and enrich the quality of life in the Permian Basin. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7512075 | Expense |
| Grants | 7371170 | Grants |
| Revenue | 0 | Revenue |
| Description | Community capacity building programs: 595 grants and scholarships to various organizations and individuals; based on approved grant and scholarship applications. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 341332 | Expense |
| Grants | 0 | Grants |
| Revenue | 107143 | Revenue |
| Description | Nonprofit Management Center programs: Provided 20 training sessions to 603 attendees. Provided 623 hours of consultation to more than 30 nonprofit organizations. Responded to over 560 requests for general information and assistance. Provided a series of 8 training sessions held over a 4 month period on board governance, graduated 31 participants and coordinated placements on nonprofit boards. Provided a Nonprofit Executive Leadership Certification program, consisting of 9 trainings over an 8 month period intended to address the shortage of trained and qualified nonprofit leaders, with 27 individuals participating. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7853407 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cyndi Vara | NamePerson |
| Telephone Number | 4326173213 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Loraine Ste 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| Larry Edgerton | |||||||
| Chair | 2 | 0 | X | X | 0 | 0 | 0 |
| Steve Barron | |||||||
| Past Chair | 1 | 0 | X | 0 | 0 | 0 | |
| Mike Canon | |||||||
| Vice-Chair | 1 | 0 | X | X | 0 | 0 | 0 |
| Mark Nicholas | |||||||
| Treasurer | 1 | 0 | X | X | 0 | 0 | 0 |
| Cathy Eastham | |||||||
| Secretary | 1 | 0 | X | X | 0 | 0 | 0 |
| Jack Harper | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Trey Grafa | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Patty Herd | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Scott Kidwell | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Don Wood | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Carolyn Stone | |||||||
| Secretary | 1 | 0 | X | 0 | 0 | 0 | |
| Stacey Gerig | |||||||
| Director | 1 | 0 | X | 0 | 0 | 0 | |
| Guy McCrary | |||||||
| President and CEO | 45 | 2 | X | 131518 | 0 | 35038 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 131518 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 35038 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBC Wealth Management | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W Texas Ste 120 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Investment Consultant and Management Services | DescriptionOfServices |
| Compensation | 384041 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 59878 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 13401067 | AllOtherContributions |
| Noncash Contributions | 5050738 | NoncashContributions |
| Total Contributions | 13460945 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Nonprofit Management Center | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 107143 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107143 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 107143 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1583818 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,583,818 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2142705 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,142,705 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27410592 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26055420 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1355172 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1355172 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,355,172 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23503 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 59878 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23503 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2138 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,138 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2138 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18651921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107143 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,083,833 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7093640 | Total |
| Program Services | 7093640 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277530 | Total |
| Program Services | 277530 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166556 | Total |
| Program Services | 21684 | ProgramServices |
| Management And General | 108384 | ManagementAndGeneral |
| Fundraising | 36488 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475004 | Total |
| Program Services | 252082 | ProgramServices |
| Management And General | 199630 | ManagementAndGeneral |
| Fundraising | 23292 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39583 | Total |
| Program Services | 20242 | ProgramServices |
| Management And General | 17015 | ManagementAndGeneral |
| Fundraising | 2326 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42081 | Total |
| Program Services | 23140 | ProgramServices |
| Management And General | 16405 | ManagementAndGeneral |
| Fundraising | 2536 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43844 | Total |
| Program Services | 19905 | ProgramServices |
| Management And General | 20408 | ManagementAndGeneral |
| Fundraising | 3531 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42571 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 42571 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481326 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 481326 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22964 | Total |
| Program Services | 5988 | ProgramServices |
| Management And General | 16778 | ManagementAndGeneral |
| Fundraising | 198 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5051 | Total |
| Program Services | 818 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 4233 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20823 | Total |
| Program Services | 11142 | ProgramServices |
| Management And General | 7657 | ManagementAndGeneral |
| Fundraising | 2024 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23439 | Total |
| Program Services | 6036 | ProgramServices |
| Management And General | 14996 | ManagementAndGeneral |
| Fundraising | 2407 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55671 | Total |
| Program Services | 27713 | ProgramServices |
| Management And General | 23471 | ManagementAndGeneral |
| Fundraising | 4487 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4453 | Total |
| Program Services | 2070 | ProgramServices |
| Management And General | 562 | ManagementAndGeneral |
| Fundraising | 1821 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14891 | Total |
| Program Services | 9906 | ProgramServices |
| Management And General | 4185 | ManagementAndGeneral |
| Fundraising | 800 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8187 | Total |
| Program Services | 3104 | ProgramServices |
| Management And General | 4267 | ManagementAndGeneral |
| Fundraising | 816 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7439 | Total |
| Program Services | 3175 | ProgramServices |
| Management And General | 3399 | ManagementAndGeneral |
| Fundraising | 865 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Ad valorem taxes | 51331 | 0 | 51331 | 0 |
| Training programs | 48898 | 48898 | 0 | 0 |
| Special program events | 29136 | 13949 | 0 | 15187 |
| Annual report and newsletter expenses | 18749 | 4114 | 9285 | 5350 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33479 | Total |
| Program Services | 8271 | ProgramServices |
| Management And General | 14318 | ManagementAndGeneral |
| Fundraising | 10890 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9006646 | Total |
| Program Services | 7853407 | ProgramServices |
| Management And General | 1035988 | ManagementAndGeneral |
| Fundraising | 117251 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 186366 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1905411 | BOY |
| EOY | 3170257 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1158714 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2889 | BOY |
| EOY | 5192 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22206 | BOY |
| EOY | 23384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 127671 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 108610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26248 | BOY |
| EOY | 19061 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68301359 | BOY |
| EOY | 79948788 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6753043 | BOY |
| EOY | 7395411 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77011156 | BOY |
| EOY | 91907173 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15500 | BOY |
| EOY | 60750 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15500 | BOY |
| EOY | 60750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67169773 | BOY |
| EOY | 82406910 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7784376 | BOY |
| EOY | 7396656 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2041507 | BOY |
| EOY | 2042857 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76995656 | BOY |
| EOY | 91846423 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77011156 | BOY |
| EOY | 91907173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9645275 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4807208 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 398284 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5062291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3470782 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5048581 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9176040 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9854535 | CurrentTaxYear |
| Total | 32612229 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5062291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3470782 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5048581 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9176040 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9854535 | CurrentTaxYear |
| Total | 32612229 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 16763724 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15848505 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1562199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1091719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1419682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2633513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3726523 | CurrentTaxYear |
| Total | 10433636 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12877 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2138 | CurrentTaxYear |
| Total | 42301 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43088166 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.36782 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43079 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Line 10 - miscellaneous income | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 55 | NumberDAFsHeld |
| Number Funds Held | 38 | NumberFundsHeld |
| Donor Advised Contributions | 8632247 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 370760 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 5377250 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 329134 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 37946761 | AggregateDAFValue |
| Aggregate Fund Value | 8392778 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63978502 | BeginningOfYearBalance |
| Contributions | 11942029 | Contributions |
| Investment Earnings Or Losses | 7386722 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6840319 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 620979 | AdministrativeExpenses |
| End Of Year Balance | 75845955 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51663027 | BeginningOfYearBalance |
| Contributions | 15150315 | Contributions |
| Investment Earnings Or Losses | 1522671 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3824339 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 533172 | AdministrativeExpenses |
| End Of Year Balance | 63978502 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42304560 | BeginningOfYearBalance |
| Contributions | 6774520 | Contributions |
| Investment Earnings Or Losses | 4986983 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1979933 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 423103 | AdministrativeExpenses |
| End Of Year Balance | 51663027 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36091765 | BeginningOfYearBalance |
| Contributions | 2453916 | Contributions |
| Investment Earnings Or Losses | 6223901 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2109103 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 355919 | AdministrativeExpenses |
| End Of Year Balance | 42304560 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41750602 | BeginningOfYearBalance |
| Contributions | 8397058 | Contributions |
| Investment Earnings Or Losses | -11546152 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2141336 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 368407 | AdministrativeExpenses |
| End Of Year Balance | 36091765 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.88 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 127671 | OtherCostOrOtherBasis |
| Depreciation | 108610 | Depreciation |
| Book Value | 19061 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19061 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Accrued interest receivable | 103105 |
| Beneficial interest in remainder trust | 1293040 |
| Beneficial interest in lead trust | 1084738 |
| Beneficial interest in perpetual trust | 42857 |
| Oil and gas royalties | 4871671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7395411 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P05_S00_L04 | Identifier |
| Return Reference | Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | The organization's endowment funds are used to provide grants and scholarships to address changing community needs and enrich the quality of life in the Permian Basin. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 33595 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 21569 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12026 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12026 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Beacon Awards Luncheon | NameOfEvent2 |
| Gross Receipts Event2 | 49786 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 38309 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11477 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 11477 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 83381 | GrossReceiptsTotal |
| Charitable Contributions Total | 59878 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23503 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11477 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12026 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23503 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (98 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Alzheimers Association STAR Chapter | ||||||||
| 4400 N Big Spring Street Ste C32 | Midland | TX | 79705 | 133039601 | 501c3 | 15000 | Health Services | |
| American Wind Power Center | ||||||||
| 1701 Canyon Lake Drive | Lubbock | TX | 79403 | 752509769 | 501c3 | 10000 | Educational | |
| Area Missions Outreach Services | ||||||||
| PO Box 762 | Midland | TX | 797020762 | 752220887 | 501c3 | 20000 | Health and Human Services | |
| Arts Council of Midland | ||||||||
| PO Box 3494 | Midland | TX | 79702 | 751894442 | 501c3 | 10249 | 2012 Distributable Income and Arts and Culture | |
| Baptist Memorials Ministries | ||||||||
| PO Box 5661 | San Angelo | TX | 76902 | 750983837 | 501c3 | 83746 | 2012 Distributable Income | |
| Be The Change Permian Basin | ||||||||
| PO Box 52643 | Midland | TX | 79710 | 752697538 | 501c3 | 25000 | Youth Services | |
| BEE World | ||||||||
| Attn Finance Department | Monument | CO | 80132 | 742752161 | 501c3 | 40000 | Religious Services | 18940 Base Camp Road |
| Big Brothers Big Sisters of Midland | ||||||||
| 1007 West Texas Avenue | Midland | TX | 79701 | 751791035 | 501c3 | 30000 | Youth Services | |
| Boys and Girls Club of Midland | ||||||||
| PO Box 284 | Midland | TX | 79702 | 751214505 | 501c3 | 25000 | Youth Services | |
| Boys and Girls Club Of Odessa | ||||||||
| 800 East 13th Street | Odessa | TX | 79761 | 750990952 | 501c3 | 25000 | Youth Services | |
| Buckner Children and Family Services | ||||||||
| 600 North Pearl Street Ste 2000 | Dallas | TX | 752012812 | 752571395 | 501c3 | 33536 | 2012 Distributable Income and Fall 2012 Grant and Youth Services | |
| Buffalo Trail Council BSA | ||||||||
| 1101 West Texas Avenue | Midland | TX | 79701 | 750800616 | 501c3 | 46500 | 2012 Distributable Income and Youth Development | |
| Bynum School | ||||||||
| PO Box 80175 | Midland | TX | 79708 | 751932925 | 501c3 | 61399 | 2012 Distributable Income | |
| COM Aquatics | ||||||||
| 3003 North A Street | Midland | TX | 79705 | 751254435 | 501c3 | 53144 | 2012 Distributable Income and Human Services General | |
| Casa de Amigos | ||||||||
| 1101 East Garden Lane | Midland | TX | 79701 | 751240087 | 501c3 | 41973 | 2012 Distributable Income and Housing and Shelter | |
| Cassatt in the Basin | ||||||||
| PO Box 1842 | Odessa | TX | 79763 | 752720103 | 501c3 | 7000 | Arts and Culture | |
| Center for Big Bend Studies | ||||||||
| PO Box C72 | Alpine | TX | 79832 | 753138505 | 501c3 | 10000 | Arts and Culture | |
| Centers for Children and Families | ||||||||
| 1004 North Big Spring Ste 325 | Midland | TX | 79701 | 751005357 | 501c3 | 37777 | 2012 Distributable Income and Health and Human Services | |
| Chinati Foundation | ||||||||
| PO Box 1135 | Marfa | TX | 79843 | 742340423 | 501c3 | 10000 | Youth Services | |
| Christmas in Action of Midland | ||||||||
| PO Box 3744 | Midland | TX | 79702 | 751731319 | 501c3 | 40000 | 2012 Distributable Income and Housing and Shelter | |
| Church on Wheels | ||||||||
| PO Box 9402 | Midland | TX | 79708 | 752758174 | 501c3 | 35000 | Health and Human Services | |
| City of Andrews | ||||||||
| 111 Logsdon | Andrews | TX | 797146589 | 750857123 | 501c6 | 10000 | Community Development | |
| City of Midland | ||||||||
| PO Box 1152 | Midland | TX | 79702 | 756000608 | 501c3 | 43362 | 2012 Distributable Income and Community Development | |
| Community and Senior Services | ||||||||
| 3301 Sinclair Ave | Midland | TX | 79707 | 751899190 | 501c3 | 10500 | Senior Services | |
| Community Childrens Clinic | ||||||||
| PO Box 3328 | Midland | TX | 79702 | 751875246 | 501c3 | 22199 | 2012 Distributable Income and Youth Services | |
| District 6 4H | ||||||||
| PO Box 1298 | Fort Stockton | TX | 797351298 | 521057382 | 501c3 | 7500 | Youth Services | |
| Education Foundation of Odessa | ||||||||
| PO Box 951 | Odessa | TX | 79760 | 752862209 | 501c3 | 70448 | 2012 Distributable Income | |
| Feed the Children | ||||||||
| PO Box 36 | Oklahoma City | OK | 731010036 | 736108657 | 501c3 | 5500 | Youth Services | |
| Fellowship of Christian Athletes International | ||||||||
| 15943 Fox Marsh Drive | Moseley | VA | 23120 | 440610626 | 501c3 | 9000 | Religious Services | |
| Fellowship of Christian Athletes of Texas | ||||||||
| PO Box 132589 | Spring | TX | 77393 | 440610626 | 501c3 | 7500 | Religious Services | |
| First Presbyterian Church | ||||||||
| 800 West Texas | Midland | TX | 79701 | 750959993 | 501c3 | 543476 | Religious Services | |
| Fort Davis Higher Education Foundation | ||||||||
| PO Box 335 | Fort Davis | TX | 79734 | 061653768 | 501c3 | 25000 | Educational | |
| George W Bush Childhood Home | ||||||||
| PO Box 8586 | Midland | TX | 79708 | 752925197 | 501c3 | 10000 | Educational | |
| George W Bush Foundation | ||||||||
| PO Box 600610 | Dallas | TX | 75360 | 204119317 | 501c3 | 60000 | Community Development | |
| Good News Ministries | ||||||||
| PO Box 3315 | Midland | TX | 79702 | 752629527 | 501c3 | 10000 | Religious Services | |
| Grace School of Theology | ||||||||
| PO Box 7477 | The Woodlands | TX | 773877477 | 760690847 | 501c3 | 500000 | Educational | |
| Grand Companions Humane Society | ||||||||
| PO Box 1156 | Fort Davis | TX | 79734 | 850586174 | 501c3 | 17500 | Animal Services | |
| High Sky Childrens Ranch | ||||||||
| 8701 W County Rd 60 | Midland | TX | 79707 | 751155049 | 501c3 | 16300 | Youth Services | |
| Hillander School | ||||||||
| 1600 West Wadley | Midland | TX | 79705 | 751096475 | 501c3 | 25000 | Educational | |
| Hillcrest School | ||||||||
| 3510 North A Street Bldg C | Midland | TX | 79705 | 752468032 | 501c3 | 21770 | Educational | |
| Hospice of Midland | ||||||||
| 911 West Texas Avenue | Midland | TX | 79701 | 751736007 | 501c3 | 36607 | 2012 Distributable Income and Heath Services | |
| Howard College | ||||||||
| Student Financial Aid | Big Spring | TX | 79720 | 751732455 | 501c3 | 5305 | Educational | 1001 Birdwell Lane |
| I20 Wildlife Preserve and Jenna Welch Nature Study Center | ||||||||
| PO Box 2906 | Midland | TX | 79702 | 261270576 | 501c3 | 25000 | Educational | |
| Jackson Center for Evangelism | ||||||||
| PO Box 99 | Brownwood | TX | 76804 | 860663455 | 501c3 | 20000 | Religious Services | |
| Junior League of Midland | ||||||||
| 902 West Dengar | Midland | TX | 79705 | 751005294 | 501c3 | 20000 | Community Development | |
| Manor Park | ||||||||
| 2208 N Loop 250 West | Midland | TX | 79707 | 751227882 | 501c3 | 25000 | Senior Services | |
| MARC | ||||||||
| 2701 North A Street | Midland | TX | 79705 | 751038411 | 501c3 | 38250 | Health Services | |
| Marfa Montessori | ||||||||
| PO Box 546 | Marfa | TX | 79843 | 272538693 | 501c3 | 9000 | Educational | |
| Marthas Vineyard Community Hospital | ||||||||
| PO Box 1477 | Oak Bluff | MA | 02557 | 042104691 | 501c3 | 10000 | Health Services | |
| Martin County Convent | ||||||||
| PO Box 1435 | Stanton | TX | 79782 | 752284618 | 501c3 | 8284 | Educational | |
| Meals on Wheels of Odessa | ||||||||
| PO Box 15 | Odessa | TX | 79760 | 751553306 | 501c3 | 11000 | Senior Services | |
| Midland Bible Church | ||||||||
| 5900 Whitman | Midland | TX | 79705 | 751448418 | 501c3 | 1580000 | Religious Services | |
| Midland Childrens Rehabilitation Center | ||||||||
| 802 Ventura Avenue | Midland | TX | 79705 | 750912521 | 501c3 | 68000 | Youth Services | |
| Midland Classical Academy | ||||||||
| 5711 Whitman Drive | Midland | TX | 79705 | 752760945 | 501c3 | 10000 | Educational | |
| Midland College Foundation | ||||||||
| 3600 North Garfield | Midland | TX | 79705 | 237315067 | 509a1 | 44000 | Educationa and Youth Services | |
| Midland Community Development Corp | ||||||||
| 208 South Marienfeld | Midland | TX | 79701 | 752280264 | 501c3 | 26000 | Housing | |
| Midland Fair Havens | ||||||||
| 2400 Whitmire Boulevard Suite 100 | Midland | TX | 79705 | 752627746 | 501c3 | 50000 | Human Services and Housing | |
| Midland Habitat for Humanity | ||||||||
| PO Box 2555 | Midland | TX | 79702 | 752381356 | 501c3 | 160000 | Housing | |
| Midland Memorial Foundation | ||||||||
| 2200 West Illinois | Midland | TX | 79701 | 750827455 | 501c3 | 6975 | 2012 Distributable Income and one Health Services | |
| Midland Rape Crisis Center | ||||||||
| PO Box 10081 | Midland | TX | 79702 | 751673093 | 501c3 | 11581 | 2012 Distributable Income and Human Services | |
| Midland Tennis Center | ||||||||
| PO Box 4914 | Midland | TX | 79704 | 261105431 | 501c3 | 18409 | Youth Services | |
| Midland Odessa Symphony and Chorale | ||||||||
| PO Box 60658 | Midland | TX | 79711 | 751301544 | 501c3 | 70602 | 2012 Distributable Income and Arts and Culture | |
| Mission Health Care | ||||||||
| 4500 West Illinois Suite 112 | Midland | TX | 79703 | 752459123 | 501c3 | 10000 | Heath Services | |
| Odessa Christian School | ||||||||
| 2000 Doran Street | Odessa | TX | 79761 | 751231036 | 501c3 | 15321 | 2012 Distributable Income | |
| Odessa College Foundation | ||||||||
| 201 West University | Odessa | TX | 79764 | 752655037 | 501c3 | 1065000 | Educational | |
| Odessa Family YMCA | ||||||||
| 3001 East University Blvd | Odessa | TX | 79762 | 751187026 | 501c3 | 105000 | Family and Youth Services | |
| Odessa LINKS | ||||||||
| 119 West 4th Street Suite 201 | Odessa | TX | 79761 | 752943130 | 501c3 | 20000 | Human Services | |
| Palmer Drug Abuse Program | ||||||||
| 1208 West Wall Street | Midland | TX | 79701 | 751847433 | 501c3 | 8282 | 2012 Distributable Income and Human Services | |
| Parker House Ranching Museum | ||||||||
| 1118 Maple | Odessa | TX | 79761 | 752628310 | 501c3 | 6000 | 2012 Distributable Income | |
| Partners Relief and Development | ||||||||
| PO Box 2066 | Redlands | CA | 92373 | 223786806 | 501c3 | 25000 | Philanthropy | |
| Permian Basin Regional Council on Alcohol and Drug Abuse | ||||||||
| 120 East 2nd Street | Odessa | TX | 79761 | 752300815 | 501c3 | 12500 | Health Services | |
| Polo on the Prairie | ||||||||
| PO Box 4470 | Houston | TX | 772104470 | 746000203 | 501c3 | 10000 | Health Services | |
| Recording Library of West Texas | ||||||||
| 2012 West Cuthbert | Midland | TX | 79701 | 237075064 | 501c3 | 16158 | 2012 Distributable Income and Human Services | |
| Safe Place of the Permian Basin | ||||||||
| PO Box 11331 | Midland | TX | 79702 | 751657264 | 501c3 | 29400 | Human Services | |
| Samaritan Counseling Center | ||||||||
| PO Box 60312 | Midland | TX | 79711 | 751437991 | 501c3 | 25130 | Health Services | |
| Sears Methodist Foundation | ||||||||
| One Village Drive Suite 400 | Abilene | TX | 79606 | 752692545 | 501c3 | 50000 | Health and Human Services General | |
| Sibley Nature Center | ||||||||
| 1307 East Wadley | Midland | TX | 79705 | 201991058 | 501c3 | 17500 | Educational | |
| Saint Andrews Presbyterian Mission | ||||||||
| 1708 North Fort Worth Street | Midland | TX | 79701 | 751468417 | 501c3 | 20000 | Religious Services | |
| Saint Johns Episcopal Church | ||||||||
| PO Box 3346 | Odessa | TX | 797603346 | 756004798 | 501c3 | 16988 | Religious Services | |
| Saint Johns Episcopal School | ||||||||
| PO Box 3046 | Odessa | TX | 79760 | 752015719 | 501c3 | 22910 | Educational | |
| Saint Paul Lutheran Church - Minnesota | ||||||||
| 303 North Cass Avenue | Springfield | MN | 56087 | 410705873 | 501c3 | 25000 | Religious Services | |
| Teen Challenge | ||||||||
| PO Box 251 | Midland | TX | 79702 | 751757538 | 501c3 | 35826 | 2012 Distributable Income and Youth Services | |
| Teen FLOW | ||||||||
| PO Box 733 | Midland | TX | 79702 | 752899609 | 501c3 | 79679 | Youth Services | |
| Texas A and M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | 742245072 | 501c3 | 340000 | Educational | |
| Texas A and M University 12th Man Foundation | ||||||||
| PO Box 2800 | College Station | TX | 778412800 | 741185725 | 501c3 | 220000 | Educational | |
| Texas Arms of Love | ||||||||
| PO Box 5137 | Midland | TX | 79704 | 752167389 | 501c3 | 100000 | Educational | |
| Texas Tech Foundation | ||||||||
| PO Box 41081 | Lubbock | TX | 794091081 | 756043842 | 501c3 | 28500 | Educational | |
| The Life Center | ||||||||
| 2101 West Wall | Midland | TX | 79701 | 751663590 | 501c3 | 13945 | 2012 Distributable Income | |
| Trinity Christian School Foundation | ||||||||
| 7008 Salem Avenue | Lubbock | TX | 79424 | 262981264 | 501c3 | 6911 | Educational | |
| Trinity School of Midland | ||||||||
| 3500 West Wadley | Midland | TX | 79707 | 750995808 | 501c3 | 28910 | Educational | |
| United Way of Midland | ||||||||
| 1209 West Wall | Midland | TX | 79701 | 750945926 | 501c3 | 94700 | Educational | |
| University of Texas Cockrell School of Engineering | ||||||||
| The University of Texas at Austin | Austin | TX | 787120287 | 476000203 | 501c3 | 25000 | Educational | University Station C2104 |
| University of Texas of the Permian Basin | ||||||||
| 4901 E University | Odessa | TX | 79762 | 751393493 | 501c3 | 6200 | Educational | |
| Ward County Greater Works | ||||||||
| PO Box 706 | Monahans | TX | 79756 | 432025340 | 501c3 | 31445 | Human Services | |
| Ward County Youth Activity Center | ||||||||
| PO Box 706 | Monahans | TX | 79756 | 432025340 | 501c3 | 30000 | Youth Services | |
| West Texas Food Bank | ||||||||
| PO Box 4242 | Odessa | TX | 79760 | 752057692 | 501c3 | 21000 | Human Services | |
| West Texas Public Radio | ||||||||
| 2000 East 42nd Street Stuie C193 | Odessa | TX | 79762 | 562497864 | 501c3 | 25500 | Arts and Culture | |
| Youth Conference Ministries | ||||||||
| PO Box 4328 | Chattanooga | TN | 37405 | 710941809 | 501c3 | 25000 | Youth Services | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Educational | TypeOfGrant |
| Number Of Recipients | 266 | NumberOfRecipients |
| Amount Of Cash Grant | 277530 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Organizations receiving grants from Permian Basin Area Foundation are required to report on the status of their grants within two years of the grant award. A standard form is required from all organizations. Students receiving scholarships from Permian Basin Area Foundation sign a contract agreeing to submit grade reports following every semester in which they receive an award from the Foundation. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Guy McCrary | NamePerson |
| Title | President and CEO | Title |
| Base Compensation Filing Org | 131518 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 35038 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 166556 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5050738 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Controller prepares the Form 990. The independent accounting firm and CEO review the Form 990; then the Form 990 is reviewed by the Audit Committee of the Board. The Audit Committee recommends approval of the Form 990 by the full Board of Governors. The full Board of Governors is provided a copy of the Form 990 prior to filing with the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Annually, each board member receives a copy of the Foundation's Conflict of Interest Policy. Each board member must also sign an acknowledgement certifying their awareness and understanding of the Conflict of Interest Policy. Also, annually each board member is asked to disclose all of their community and business affiliations to help Foundation staff identify potential conflicts of interest. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Foundation has adopted the following policy regarding compensation of the Chief Executive Officer: Executive compensation is approved in advance by the Board of Governors (the Board). No member of the Board participating in the compensation decision shall have a conflict of interest with respect to the compensation transaction being reviewed. The Board will obtain and rely upon appropriate data as to comparability, prior to making its compensation determination. In general, the Board will have obtained appropriate data as to comparability if, given the knowledge and expertise of its members, it has information sufficient to determine whether the compensation arrangement is reasonable. The Board will adequately document the basis for its determination concurrently with making that decision. The documentation will include: 1) the terms of the approved transaction and the date on which the transaction was approved, 2) the members of the Board who were present during determination regarding the approved transaction and the members who voted on the matter under consideration, 3)the comparability data obtained and relied upon by the Board and how that data was obtained, 4) the basis for its determination if the Board determines that a specific compensation arrangement is higher or lower than the range of comparability data obtained, and 5) any actions taken with respect to consideration of the transaction by anyone who is otherwise a member of the Board but who had a conflict of interest with respect to the transaction. The documentation for the decision will be prepared before the latter of the next meeting of the Board or 60 days after the final action is taken. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Foundation makes its governing documents and conflict of interest policy available to the public upon request. The Foundation provides its audited financial statements available to the public on request. The Foundation also includes in its annual report to donors, grantees, vendors, and other interested persons select data from its audited financial statements. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Change in value of oil and gas royalties $1,373,472, change in value of split interest agreement ($976,538), change in value of perpetual trust $1,350 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Texas Heritage Holdings Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Guy McCrary | AddressLine1 |
| Address Line2 | 200 N Loraine Ste 500 | AddressLine2 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271928634 | EIN |
| Primary Activities | supporting organization | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Public Charity | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments