NORTHWEST ISD EDUCATION FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST ISD EDUCATION FOUNDATION INC (EIN 75-2678804)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201343199349310569
- Schema version
- 2012v2.3
- 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 | 2013-11-15T16:35:37-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFOLLETT & ABBOTT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 717 | AddressLine1 |
| City | TOM BEAN | City |
| State | TX | State |
| ZIP Code | 754890717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752678804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ISD EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 8172150174 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 77070 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761770070 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HESTER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8172150174 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN K LAFOLLETT | Name |
| Phone | 9035466975 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | DAVID HESTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 77070 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761770070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 434358 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NISDTX.ORG/NEF | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 197005 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 201340 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41386 | InvestmentIncomePriorYear |
| Investment Income Current Year | 164409 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47191 | OtherRevenuePriorYear |
| Other Revenue Current Year | 50218 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 285582 | TotalRevenuePriorYear |
| Total Revenue Current Year | 415967 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 130271 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 253032 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 108473 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 124479 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25946 | OtherExpensePriorYear |
| Other Expenses Current Year | 25321 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 264690 | TotalExpensesPriorYear |
| Total Expenses Current Year | 402832 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20892 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13135 | RevenuesLessExpensesCY |
| Total Assets BOY | 1931101 | TotalAssetsBOY |
| Total Assets EOY | 1949656 | TotalAssetsEOY |
| Total Liabilities BOY | 2249 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7359 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1928852 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1942297 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 58600 | Expense |
| Grants | 58600 | Grants |
| Description | SCHOLARSHIPS & TUITION AWARDED TO GRADUATING SENIORS FOR USE AT ACCREDITED UNIVERSITIES, IN THE FIELDS OF ENGINEERING, COMPUTER TECHNOLOGY, THE ARTS, OR OF THEIR CHOICE AS SPECIFIED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 184227 | Expense |
| Grants | 184227 | Grants |
| Description | TEACHERS AT NORTHWEST ISD AWARDS FOR INNOVATIVE TEACHING IDEAS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10205 | Expense |
| Grants | 10205 | Grants |
| Description | VARIOUS DRIVES TO COLLECT FUNDS TO SUPPORT QUALIFYING STUDENTS WITH UNIFORMS, SCHOOL SUPPLIES, AP INITIATIVE, AND COMMUNITY SPIRIT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 253032 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID HESTER EXECUTIVE DIRECTOR | NamePerson |
| Telephone Number | 8172150174 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 TEXAN DRIVE | AddressLine1 |
| City | JUSTIN | City |
| State | TX | State |
| ZIP Code | 76247 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TAMME BYERS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ANNE SIMPSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DEVONNA HOLLAND | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JIM CAMPBELL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DAVE EDSTROM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ALVIN JACKSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SHIRLEY MCPHERSON | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SALLY MICHALAK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JERHEA NAIL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MACK ZIMMERMAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BILL BRIMMER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RUSSEL NEAL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SCOTT BLATTNER | ||||||
| PAST PRESIDE | 0.50 | 0 | 0 | 0 | X | |
| CAROL JONES | ||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | |
| DR KAREN RUE | ||||||
| SECRETARY | 0.50 | 0 | 0 | 0 | X | |
| RICHARD DANIEL | ||||||
| TREASURER | 0.50 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 201340 | AllOtherContributions |
| Total Contributions | 201340 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 164409 | TotalRevenueColumn |
| Related Or Exempt Function Income | 144442 | RelatedOrExemptFunctionIncome |
| Exclusion | $19,967 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 68609 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 18391 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50218 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 415967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 144442 | RelatedOrExemptFunctionIncome |
| Exclusion | $19,967 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194432 | Total |
| Program Services | 194432 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58600 | Total |
| Program Services | 58600 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113542 | Total |
| Management And General | 113542 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1717 | Total |
| Management And General | 1717 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9220 | Total |
| Management And General | 9220 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9473 | Total |
| Management And General | 9473 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111 | Total |
| Management And General | 111 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2940 | Total |
| Management And General | 2940 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5981 | Total |
| Management And General | 5981 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3506 | Total |
| Management And General | 3506 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662 | Total |
| Management And General | 662 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339 | Total |
| Management And General | 339 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2067 | Total |
| Management And General | 2067 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Total | 242 | Total |
| Management And General | 242 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402832 | Total |
| Program Services | 253032 | ProgramServices |
| Management And General | 149800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179288 | BOY |
| EOY | 39497 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1753303 | BOY |
| EOY | 734784 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1490 | BOY |
| EOY | -1562 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1176937 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1931101 | BOY |
| EOY | 1949656 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2249 | BOY |
| EOY | -125 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7484 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2249 | BOY |
| EOY | 7359 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1928852 | BOY |
| EOY | 1942297 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1928852 | BOY |
| EOY | 1942297 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1931101 | BOY |
| EOY | 1949656 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 13135 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 310 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370401 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201340 | CurrentTaxYear |
| Total | 1109829 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370401 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201340 | CurrentTaxYear |
| Total | 1109829 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 156155 | AmountsSubstContributorsTotal |
| Public Support Total170 | 953674 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76384 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39347 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52780 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19967 | CurrentTaxYear |
| Total | 337140 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1446969 | TotalSupport |
| Gross Receipts From Admissions Etc | 213051 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56470 | 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
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| Amount | $7,484 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7484 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 415967 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 415967 | RevenueSubtotal |
| Total Revenue Per Form990 | 415967 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 402832 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 402832 | ExpensesSubtotal |
| Total Expenses Per Form990 | 402832 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 43059 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 43059 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 700 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 10767 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 50 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 620 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SHINING STARS G | NameOfEvent2 |
| Gross Receipts Event2 | 25550 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 25550 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1239 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2638 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2377 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 68609 | GrossReceiptsTotal |
| Gross Revenue Total Events | 68609 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 700 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 12006 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2688 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 2997 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18391 | DirectExpenseSummaryEvents |
| Net Income Summary | 50218 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FT WORTH | TX | 76177 | 752678804 | 3 | 184227 | INNOVATIVE TEACHING |
| NORTHWEST ISD | |||||||
| PO BOX 77070 | FT WORTH | TX | 76177 | 752678804 | 3 | 10205 | SCHOOL SUPPLIES/AP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 40 | NumberOfRecipients |
| Amount Of Cash Grant | 58600 | AmountOfCashGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE NORTHWEST ISD EDUCATION FOUNDATION WAS CREATED TO SUPPORT THE EDUCATIONAL PROGRAMS FOR BOTH THE STUDENTS AND STAFF OF THE NORTHWEST INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION PROVIDES FUNDS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES THAT ARE NOT FUNDED BY THE NORMAL OPERATING BUDGET OF THE SCHOOL DISTRICT. THESE FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT, TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE, AND TO EXPAND COMMUNITY INVOLVEMENT FROM INDIVIDUALS, BUSINESSES, AND CIVIC ORGANIZATIONS. THE NORTHWEST ISD DONATED SERVICES, FACILITY USE, EQUIPMENT, AND SUPPLIES IN THE AMOUNT OF 141,067. |
| OFFICERS WHO CANNOT BE REACHED | FORM 990, PAGE 6, PART VI, LINE 9 | SCOTT BLATTNER PO BOX 1508 ROANOKE, TX 76262 TAMME BYERS PO BOX 107 RHOME, TX 76078 CAROL JONES PO BOX 950 ROANOKE, TX 76262 DR. KAREN RUE PO BOX 77070 FORT WORTH, TX 76177 ANNE SIMPSON PO BOX 291 ROANOKE, TX 76262 DEVONNA HOLLAND 13388 NORTH FREEWAY 1-35W FORT WORTH, TX 76177 JIM CAMPBELL 3300 CHAMPIONSHIP PKWY FORT WORTH, TX 76177 DAVE EDSTROM 269 OAK HILL TROPHY CLUB, TX 76262 ALVIN JACKSON 1221 N IH-35E, STE 200 CARROLLTON, TX 75006 SHIRLEY MCPHERSON PO BOX 1952 ROANOKE, TX 76262 SALLY MICHALAK PO BOX 74 ROANOKE, TX 76262 JERHEA NAIL PO BOX 77070 FORT WORTH, TX 76177 MACK ZIMMERMAN 141 COUNTRYSIDE COURT, STE 150 SOUTHLAKE, TX 76092 RICHARD DANIEL 2300 KELLA CT HASLET, TX 76052 RUSSEL NEAL 905 TROPHY CLUB DRIVE, STE 202 ROANOKE, TX 76262 |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE EXECUTIVE DIRECTOR PROVIDES OVERSIGHT FOR ALL CONTRIBUTIONS AND PAYMENTS TO VENDORS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE NEF BOARD ON OUR WEBSITE AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | CHANGE IN NET ASSETS 310 |
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