DAVEY OBRIEN EDUCATIONAL & CHARITABLE TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVEY OBRIEN EDUCATIONAL & CHARITABLE TRUST (EIN 75-1620423)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-10-15
- IRS object ID
- 201322899349300012
- 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 | 2013-10-15T11:25:03-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH STREET SUITE 700 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751620423 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVEY O'BRIEN EDUCATIONAL & CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVE | NameControl |
| Phone | 8173383488 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL GREENWELL | Name |
| Title | PRESIDENT | Title |
| Phone | 8173383488 | Phone |
| Date Signed | 2013-10-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M STEWART | Name |
| PTIN | P00415184 | PTIN |
| Phone | 8173327905 | Phone |
| 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 | PAUL GREENWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 458989 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DAVEYOBRIEN.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $890,000 IN SCHOLARSHIPS AND UNIVERSITY GRANTS TO HELP HIGH SCHOOL AND COLLEGE ATHLETES TRANSFORM LEADERSHIP ON THE FIELD TO LEADERSHIP IN LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 252627 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 118245 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 297495 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 336925 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3697 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3679 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1915 | OtherRevenuePriorYear |
| Other Revenue Current Year | 140 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 555734 | TotalRevenuePriorYear |
| Total Revenue Current Year | 458989 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 110998 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 128856 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 97462 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 161872 | OtherExpensePriorYear |
| Other Expenses Current Year | 173220 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 299670 | TotalExpensesPriorYear |
| Total Expenses Current Year | 337076 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 256064 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 121913 | RevenuesLessExpensesCY |
| Total Assets BOY | 767125 | TotalAssetsBOY |
| Total Assets EOY | 916830 | TotalAssetsEOY |
| Total Liabilities BOY | 92024 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 114962 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 675101 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 801868 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 175227 | Expense |
| Grants | 35000 | Grants |
| Revenue | 351200 | Revenue |
| Description | SCHOLARSHIP AWARDS AND RECOGNITION DINNER | Description |
| Total Program Service Expense | 175227 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLE MOORMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8173383488 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PAUL W GREENWELL | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| BILL LANDRETH | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| TODD BLOUIN | ||||||
| BRAND COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DAVID O'BRIEN JR | ||||||
| HIGH SCHOOL COMMITTEE CHAI | 1.00 | X | 0 | 0 | 0 | |
| STEVE BOMA | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| PAT EVANS | ||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MACK LAWHON | ||||||
| 2ND VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| BOB LANSFORD | ||||||
| NOMINATING COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT MURRAY | ||||||
| LEGENDS & FOUNDERS COMMITT | 1.00 | X | 0 | 0 | 0 | |
| KAREN ANISMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROGER LATHAM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHIP BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIM CARTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN COCKRELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE CRAVENS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRIS DEL CONTE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LARRY ANFIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOE LANCARTE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BILL HEAVENER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK NICKELLS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROB KELLY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BRANT B RINGLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| POLLARD ROGERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BILL THORNTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WALTER LITTLEJOHN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOBBY MCGEE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOEL SHARP | ||||||
| TRUSTEE | 1.00 | X | X | 0 | 0 | 0 |
| RUSTY REID | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIELLE MOORMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 84259 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 84259 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 118245 | AllOtherContributions |
| Total Contributions | 118245 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 611710 | 269200 | 269200 |
| AUCTION PROCEEDS | 611710 | 42725 | 42725 |
| LICENSE FEES | 611710 | 25000 | 25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 336925 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3679 | TotalRevenueColumn |
| Exclusion | $3,679 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 140 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 458989 | TotalRevenueColumn |
| Related Or Exempt Function Income | 337065 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,679 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35000 | Total |
| Program Services | 35000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84740 | Total |
| Program Services | 28247 | ProgramServices |
| Management And General | 28247 | ManagementAndGeneral |
| Fundraising | 28246 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24511 | Total |
| Program Services | 12256 | ProgramServices |
| Management And General | 12255 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11248 | Total |
| Program Services | 4170 | ProgramServices |
| Management And General | 4170 | ManagementAndGeneral |
| Fundraising | 2908 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8357 | Total |
| Program Services | 3098 | ProgramServices |
| Management And General | 3098 | ManagementAndGeneral |
| Fundraising | 2161 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Management And General | 3000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9363 | Total |
| Program Services | 4682 | ProgramServices |
| Fundraising | 4681 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2372 | Total |
| Program Services | 1186 | ProgramServices |
| Management And General | 1186 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6409 | Total |
| Program Services | 3204 | ProgramServices |
| Fundraising | 3205 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6853 | Total |
| Program Services | 6853 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40 | Total |
| Program Services | 40 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1462 | Total |
| Program Services | 1462 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2804 | Total |
| Program Services | 2804 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| AWARD BANQUET | 112523 | 56262 | 56261 | |
| LUNCHEON | 9155 | 9155 | ||
| ENTERTAINMENT & MEALS | 6361 | 6361 | ||
| DUES & SUBSCRIPTIONS | 4008 | 4008 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8870 | Total |
| Program Services | 447 | ProgramServices |
| Management And General | 8423 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337076 | Total |
| Program Services | 175227 | ProgramServices |
| Management And General | 64387 | ManagementAndGeneral |
| Fundraising | 97462 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438142 | BOY |
| EOY | 554359 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147000 | BOY |
| EOY | 111500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3537 | BOY |
| EOY | 3537 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 125913 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 120816 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500 | BOY |
| EOY | 5097 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174722 | BOY |
| EOY | 242337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767125 | BOY |
| EOY | 916830 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9425 | BOY |
| EOY | 12875 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82599 | BOY |
| EOY | 102087 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92024 | BOY |
| EOY | 114962 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382893 | BOY |
| EOY | 504062 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145208 | BOY |
| EOY | 150086 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147000 | BOY |
| EOY | 147720 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675101 | BOY |
| EOY | 801868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767125 | BOY |
| EOY | 916830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 121913 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4854 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| 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 | 158683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 252627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118245 | CurrentTaxYear |
| Total | 754389 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 158683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 252627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118245 | CurrentTaxYear |
| Total | 754389 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 416968 | AmountsSubstContributorsTotal |
| Public Support Total170 | 337421 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1978 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3935 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3679 | CurrentTaxYear |
| Total | 13618 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 28 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140 | CurrentTaxYear |
| Total | 942 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 768949 | TotalSupport |
| Gross Receipts From Admissions Etc | 1395197 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.43880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48880 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 292208 | BeginningOfYearBalance |
| Contributions | 72000 | Contributions |
| Investment Earnings Or Losses | 8524 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 35000 | GrantsOrScholarships |
| Other Expenditures | 39926 | OtherExpenditures |
| End Of Year Balance | 297806 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 188665 | BeginningOfYearBalance |
| Contributions | 168270 | Contributions |
| Investment Earnings Or Losses | 6101 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 24000 | GrantsOrScholarships |
| Other Expenditures | 46828 | OtherExpenditures |
| End Of Year Balance | 292208 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 220208 | BeginningOfYearBalance |
| Contributions | 1734 | Contributions |
| Investment Earnings Or Losses | 9923 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43200 | GrantsOrScholarships |
| End Of Year Balance | 188665 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 145208 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25318 | GrantsOrScholarships |
| End Of Year Balance | 220208 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 145208 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2508 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2508 | GrantsOrScholarships |
| End Of Year Balance | 145208 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.50400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.49600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125913 | OtherCostOrOtherBasis |
| Depreciation | 120816 | Depreciation |
| Book Value | 5097 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5097 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ENDOW FUND - JP MORGAN BOND | 45540 |
| ENDOW FUND - JP MORGAN INV CONS | 112906 |
| H S FUND - JP MORGAN SHORT BOND | 83633 |
| ACCRUED INTEREST AND DIVIDENDS | 258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 242337 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CURRENT PORTION - LONG TERM DEBT | $42,000 |
| SCHOLARSHIPS PAYABLE - LONG TERM | $60,000 |
| PAYROLL LIABILITIES | $87 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 102087 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | TO SECURE THE FUTURE PAYMENT OF AWARDED SCHOLARSHIPS AND FURTHER THE EFFORTS OF THE ORGANIZATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | HIGH SCHOOL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 35000 | AmountOfCashGrant |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT MURRAY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 14525 | AmountOfTransaction |
| Description Of Transaction | MURRAY MEDIA IS USED FOR PRODUCTION SERVICES IN PUTTING ON THE HIGH SCHOOL LUNCHEON, PRESS CONFERENCES, AWARDS DINNER AND THE KIOSK IN THE HALL OF FAME. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITEE REVIEWS THE RETURN AND PRESENTS IT TO THE BOARD FOR APPROVAL BEFORE IT IS SUBMITTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS FORM 990, FORM 1023, FINANCIALS STATEMENTS AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST, EITHER WRITTEN OR VERBAL. |
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