ALTRUSA INTERNATIONAL FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALTRUSA INTERNATIONAL FOUNDATION INC (EIN 75-2294489)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-12
- IRS object ID
- 201341039349200709
- Schema version
- 2011v1.5
- 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 | 2013-04-12T13:56:30-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holly C Roundtree CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 Spring Valley Road Suite 250E | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752294489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Altrusa International Inc of Downtown | BusinessNameLine1 |
| Business Name Line2 | Dallas Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALTR | NameControl |
| Phone | 9728976233 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Wooded Gate Drive | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tena Callahan | Name |
| Title | President | Title |
| Date Signed | 2013-04-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Holly C Roundtree | Name |
| Phone | 9724044434 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption Number | 0024 | GroupExemptionNumber |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | www.altrusadtd.com | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 134042 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 92315 | ContributionsGiftsGrantsEtc |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 41727 | FundraisingGrossIncome |
| Special Events Direct Expenses | 75376 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -33649 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 58666 | TotalRevenue |
| Grants And Similar Amounts Paid | 61200 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 515 | OtherExpensesTotal |
| Total Expenses | 61715 | TotalExpenses |
| Excess Or Deficit For Year | -3049 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 16183 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13134 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16183 | BOY |
| EOY | 8894 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4502 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16183 | BOY |
| EOY | 13396 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 262 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16183 | BOY |
| EOY | 13134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purpose of Altrusa International Inc. of Downtown Dallas Foundation is:-- to make and award, without limitation as to amount to any one recipient or to all recipients, donations, gifts, contributions, scholarships, grants, fellowships, and/or loans from the income, assets, and property of the corporation;-- to engage in research;-- to conduct seminars and workshops;-- to publish materials;-- to make grants in furtherance of projects of Altrusa International, Inc., and/or Altrusa International Inc. of Downtown Dallas, Inc.;-- to provide hands-on labor for local service projects;-- to engage in fund raising programs in furtherance of the purposes of the entity;-- to dispose of any and all of the corporation's assets and property to or for the benefit of any corporation, organization, fund, or foundation operated exclusively for charitable, educational, literary, or scientific purposes;-- and the corporation shall be empowered to engage in such other and further means as may be necess | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (8 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| CASA--The mission of this organization is to act as an advocate for underprivileged children appearing in the family court system of Dallas County, Texas. This expenditure was to provide books and school supplies for the children who utilize the services of the organization. | 115 | |
| Dallas Arboretum --The mission of the Dallas Arboretum and Botanical Garden is to build and maintain a public venue that promotes the art, enjoyment and knowledge of horticulture, while providing opportunities for education and research. We are committed to excellence, good management and fiscal responsibility.Funds were provided to help support the children's education program (TreeWorks). | 3500 | |
| Family Gateway---This organizatiion works to break the generational cycle of homelessness by providing individualized care to homeless families with children, and restoring the dignity, stability and self-sufficiency of the family unit. Funds were provided to purchase furnishings for transitional housing. | 751 | |
| Genesis Women's Shelter--The mission of this organization is to end the epidemic of domestic violence against women and children by stopping individual victimization and reducing the devastating impact of family violence through safety, shelter and expert services to battered women and their children. Funds were provided to sponsor a dinner for residents. | 36 | |
| Shared Housing Center, Inc.---The organization's mission has been to offer housing options and supportive services that foster independence, empowerment, and self-worth and to serve a multi cultural, intergenerational population. Funding was provided to support the SMART CLUB supplies or other non-salaried items for Shared Housing's children's programming. | 115 | |
| Dolphin Heights Neighborhood Association, Inc.--The Association's purpose is to act as a community connection that will revitalize our neighborhood, instill a strong sense of community pride and togetherness, seek a higher standard of safety, and promote leadership and education. Funds were used to support the summer reading program for disadvantaged children in the neighborhood. | 158 | 5000 |
| Friends of Wednesday's Child--Friends of Wednesdays Child steps in to help make the new life of their beneficiaries in foster care joyful and to ensure that their needs are met. Friends of Wednesdays Child is the only organization that provides funds to fulfill the specific needs of North Texas foster children when no one else can or will, so they are able to have as normal a childhood as possible. Funds were provided to help support the programs in place for foster children. | 325 | 50000 |
| Dallas Bar Foundation--Provides diversity scholarships for students at Southern Methodist University School of Law. | 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 1500 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Kim Schonwald | ||||||
| 5 Wooded Gate Drive | Dallas | TX | 75230 | Treasurer | 4.00 | 0 |
| Kathaleen Bauer | ||||||
| 6028 E University Blvd 213 | Dallas | TX | 752064648 | Parliamentarian | 1.00 | 0 |
| Sabina Bramlett | ||||||
| 3915 Frontier Lane | Dallas | TX | 75214 | Director | 1.00 | 0 |
| Judy Porter | ||||||
| 591 Classen | Dallas | TX | 75218 | Director | 1.00 | 0 |
| Holly Roundtree | ||||||
| 17811 Cedar Creek Canyon | Dallas | TX | 75252 | Director | 1.00 | 0 |
| Lee Dorsett | ||||||
| 6454 Kenwood Avenue | Dallas | TX | 75214 | Director | 1.00 | 0 |
| Stefanie Schneidler | ||||||
| PO Box 671025 | Dallas | TX | 753671025 | Director | 1.00 | 0 |
| Catherine O'Neill | ||||||
| 419 Trinity River Circle | Dallas | TX | 75203 | Secretary | 1.00 | 0 |
| Barbara Clark | ||||||
| 3637 Rosedale Avenue | Dallas | TX | 75205 | Director | 1.00 | 0 |
| Tena Callahan | ||||||
| 7119 Santa Fe Avenue | Dallas | TX | 75223 | President | 4.00 | 0 |
| Debbie Tull | ||||||
| 3705 Mimosa | Dallas | TX | 75230 | Director | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kim Schonwald | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Wooded Gate Drive | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9728976233 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 43228 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 67357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 92315 | CurrentTaxYear |
| Total | 202900 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70538 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41727 | CurrentTaxYear |
| Total | 246097 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70538 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134042 | CurrentTaxYear |
| Total | 448997 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 448997 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2 | CurrentTaxYearMinus1Year |
| Total | 424 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2 | CurrentTaxYearMinus1Year |
| Total | 424 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134042 | CurrentTaxYear |
| Total | 449421 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99910 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00090 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dessert First | NameOfEvent1 |
| Gross Receipts Event1 | 134042 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 92315 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 41727 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 34094 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6706 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 19831 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 14745 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 134042 | GrossReceiptsTotal |
| Charitable Contributions Total | 92315 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41727 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 34094 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6706 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 19831 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14745 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 75376 | DirectExpenseSummaryEvents |
| Net Income Summary | -33649 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Sales tax payable - Beginning $0 Sales tax payable - Ending $262 |
| Form 990-EZ, Part II, Line 24.1 | Other Assets.1 | Dessert First 2013 catering deposit - Beginning $0 Dessert First 2013 catering deposit - Ending $4502 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Computer repair $60 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | P.O. Box rental $96 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Bank charges $196 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $163 |
| Form 990-EZ, Part I, Line 10.6 | Grants and Similar Amounts Paid In Excess of $5,000.6 | Class of Activity: Educational | Donee's Name: Dolphin Heights Neighborhood Association | Donee's Address: 8246 Forest Hills Blvd. Dallas, TX 75218 | Relationship of Donee: None | Cash Amount Given: $5000 | Description of Property: Books & school supplies | Date of Gift: 20111120 | Book Value: $158 | Method Used to Determine BV: Comparable sales | Fair Market Value: $158 | Method Used to Determine FMV: Comparable Sales |
| Form 990-EZ, Part I, Line 10.4 | Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: Benevolent | Donee's Name: Friends of Wednesday's Child | Donee's Address: 1182 Greenville Avenue Dallas, TX 75243 | Relationship of Donee: None | Cash Amount Given: $50000 | Description of Property: Party & school supplies | Date of Gift: 20111120 | Book Value: $325 | Method Used to Determine BV: Comparable sales | Fair Market Value: $325 | Method Used to Determine FMV: Comparable Sales |
Comments