IVY & PEARL FOUNDATION OF DALLAS: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IVY & PEARL FOUNDATION OF DALLAS (EIN 75-1517153)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223209349203022
- Schema version
- 2011v1.2
- 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 | 2012-11-14T23:15:46-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owens and Thurman PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Zang Boulevard Suite 815 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751517153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA KEY ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALPH | NameControl |
| Phone | 2143718011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 224487 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752224487 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Roberts | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diccy Thurman CPA | Name |
| Phone | 2149412361 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 31027 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 22080 | ContributionsGiftsGrantsEtc |
| Investment Income | 5026 | InvestmentIncome |
| Fundraising Gross Income | 3921 | FundraisingGrossIncome |
| Special Events Direct Expenses | 3921 | SpecialEventsDirectExpenses |
| Total Revenue | 27106 | TotalRevenue |
| Grants And Similar Amounts Paid | 8000 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 1155 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 6595 | OtherExpensesTotal |
| Total Expenses | 15750 | TotalExpenses |
| Excess Or Deficit For Year | 11356 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 389780 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 401136 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337232 | BOY |
| EOY | 350791 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52548 | BOY |
| EOY | 50345 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389780 | BOY |
| EOY | 401136 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389780 | BOY |
| EOY | 401136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | COMMUNITY SERVICE | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Scholarships are awarded in connection with youth activities that present young ladies to society while providing educational opportunities | DescriptionProgramServiceAccom |
| Grants And Allocations | 8000 | GrantsAndAllocations |
| Program Service Expenses | 8000 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 8000 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Marian Willard | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | President | 004.00 | 0 |
| Garline Shaw | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Vice-President | 004.00 | 0 |
| Juliet Patterson | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Secretary | 004.00 | 0 |
| Rose Mary Bolden | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Assistant Secretary | 004.00 | 0 |
| Barbara Roberts | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Treasurer | 004.00 | 0 |
| Brandy Bryan | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Assistant Treasurer | 004.00 | 0 |
| Audrey Moorehead | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Parliamentarian | 004.00 | 0 |
| Cheyl Benson | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Shanta Lockhart Shumaker | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Merle Matthews | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Sheri Hayes | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Gayun Matthews | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Jearlene Miller | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Michelle Fair | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Altonette Ford | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Beverly Calhoun | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Rhonda Clark Randle | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Donnetta Henry | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Rita Coleman | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Kassie Gossom | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Stephanie Hawthorne | ||||||
| PO Box 224487 | Dallas | TX | 752224487 | Director | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| 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 | Barbara Roberts Treasurer | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 224487 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752224487 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2149412361 | 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 |
| 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 |
| 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 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 112758 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22080 | CurrentTaxYear |
| Total | 211329 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 112758 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22080 | CurrentTaxYear |
| Total | 211329 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 211329 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5894 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5026 | CurrentTaxYear |
| Total | 31569 | 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 | 5894 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5026 | CurrentTaxYear |
| Total | 31569 | 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 | 27541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121493 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37625 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27106 | CurrentTaxYear |
| Total | 242898 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.13000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13290 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bowl-a-thon | NameOfEvent1 |
| Gross Receipts Event1 | 2867 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 937 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1930 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 993 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 552 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 85 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Scholarship Fundraisers | NameOfEvent2 |
| Gross Receipts Event2 | 6829 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5723 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 1106 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 1106 | NonCashPrizesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 5199 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 4314 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 885 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 135 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 750 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 14895 | GrossReceiptsTotal |
| Charitable Contributions Total | 10974 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3921 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2099 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 552 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 135 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 835 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 3921 | DirectExpenseSummaryEvents |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Form 990-EZ, Part I, Line 10, Grants Paid Activity Scholarships to students, Grantee Seven scholarship recipients c/o Alpha Key Alliance Dallas TX 75222-4487, Cash Grant 8,000, Relationship Form 990-EZ, Part I, Line 16, Other Expenses Depreciation 2,203 Form 990-EZ, Part I, Line 16, Other Expenses Bank service Fees 24 Form 990-EZ, Part I, Line 16, Other Expenses Rental property maintenance property taxes, insurance, lawn upkeep, and utilities 3,160 Form 990-EZ, Part I, Line 16, Other Expenses Administrative expenses Postage PO Box, printing, and bonding fee 526 Form 990-EZ, Part I, Line 16, Other Expenses Storage 682 | Explanation |