PEGASUS FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PEGASUS FOUNDATION (EIN 75-1721049)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-04-08
- IRS object ID
- 201130989349300608
- Schema version
- 2009v1.7
- 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 | 2011-04-08T11:28:40-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY STE 1040 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751721049 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGASUS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PEGA | NameControl |
| Phone | 2148712440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 ROUTH STREET | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752011968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | larry allums | Name |
| Title | executive director | Title |
| Date Signed | 2011-04-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147060840 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | dallas inst for Humanities & Culture | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Russell Bellamy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3504 Drexel Dr | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 939292 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.dallasinstitute.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The Dallas Institute of Humanities and Culture is a NFP educational organization whose purpose is to enrich and deepen the practical life of the city with the wisdom and imagination of the humanities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1005762 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 731021 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 66847 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 75797 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -224098 | InvestmentIncomePriorYear |
| Investment Income Current Year | 62095 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 848511 | TotalRevenuePriorYear |
| Total Revenue Current Year | 868913 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 647229 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 404347 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 49188 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 518275 | OtherExpensePriorYear |
| Other Expenses Current Year | 358294 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1215504 | TotalExpensesPriorYear |
| Total Expenses Current Year | 762641 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -366993 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 106272 | RevenuesLessExpensesCY |
| Total Assets BOY | 4118623 | TotalAssetsBOY |
| Total Assets EOY | 4276712 | TotalAssetsEOY |
| Total Liabilities BOY | 109 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4118514 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4276669 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Dallas Institute of Humanities and Culture is a nonprofit educational organization whose purpose is to enrich and deepen the practical life of the city with the wisdom and imagination of the humanities. The Dallas Institute accomplishes its purpose through programs for school teachers and principals, general courses of study, public and professional seminars, publications, conferences, and civic involvement. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 329525 | Expense |
| Revenue | 297831 | Revenue |
| Description | The Teacher's Academy: Year-round classes, conferences and special events to strengthen schoolteachers and encourage retention in the field. Offers school teachers in all disciplines a transforming encounter with the major literary classics underlying world culture. The Academy creates a strong community of teachers that possess authority in their classrooms and have deeply influenced tens of thousands of young students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 269152 | Expense |
| Revenue | 60268 | Revenue |
| Description | General Studies: Classes and events for diverse groups of adults, enriching the lives of participants through the study of humanities. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 48220 | Expense |
| Revenue | 71527 | Revenue |
| Description | Center for Civic Leadership-MLK Symposium: Annual event held each January to explore Martin Luther King, Jr.'s achievements and legacy. Fred Gray and Jeffrey Toobin were this year's speakers. They influenced tens of thousands of young students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17329 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 21710 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 664226 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | 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 | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | 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 |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | 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 | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAM MUELLER | NamePerson |
| Telephone Number | 2149818821 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 ROUTH STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752011968 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Ms Laura Baldwin | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr J Russell Bellamy | ||||||
| Board President | 3.0 | X | 0 | 0 | 0 | X |
| Mr Albert C Black Jr | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Ms Nelda Cain Pickens | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr John R Castle Jr | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr Rex Cumming | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Barry M Golden Esq | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Ms Sharon A Harris | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr Clyde Henderson | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Ms Kim Jordan Life | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mrs Sue L Maclay | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr Joseph R Mannes | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Dr Nancy Cain Marcus Life | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mrs Margaret McDermott Life | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr Steven Raab | ||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |
| Ms Anne Reeder | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Dr Joanne Stroud Life | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Dr Gail Thomas Life | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mr Fred C Wilkinson | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Dr Larry Allums | ||||||
| Executive Director | 60.0 | 90000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 11100 | MembershipDues |
| All Other Contributions | 719921 | AllOtherContributions |
| Noncash Contributions | 1160 | NoncashContributions |
| Total Contributions | 731021 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND PROGRAM FEES | 900099 | 66442 | 66442 |
| PUBLICATIONS | 900099 | 9355 | 9355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 75797 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77371 | TotalRevenueColumn |
| Exclusion | $77,371 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55103 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70379 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -15276 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15276 | TotalRevenueColumn |
| Exclusion | -$15,276 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 868913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 75797 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $62,095 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90000 | Total |
| Program Services | 72000 | ProgramServices |
| Management And General | 9000 | ManagementAndGeneral |
| Fundraising | 9000 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246235 | Total |
| Program Services | 206260 | ProgramServices |
| Management And General | 19987 | ManagementAndGeneral |
| Fundraising | 19988 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14668 | Total |
| Program Services | 11736 | ProgramServices |
| Management And General | 1466 | ManagementAndGeneral |
| Fundraising | 1466 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24035 | Total |
| Program Services | 19229 | ProgramServices |
| Management And General | 2403 | ManagementAndGeneral |
| Fundraising | 2403 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29409 | Total |
| Program Services | 23529 | ProgramServices |
| Management And General | 2940 | ManagementAndGeneral |
| Fundraising | 2940 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51898 | Total |
| Program Services | 41520 | ProgramServices |
| Management And General | 5189 | ManagementAndGeneral |
| Fundraising | 5189 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20972 | Total |
| Program Services | 16778 | ProgramServices |
| Management And General | 2097 | ManagementAndGeneral |
| Fundraising | 2097 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6501 | Total |
| Program Services | 6461 | ProgramServices |
| Management And General | 40 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47857 | Total |
| Program Services | 44051 | ProgramServices |
| Management And General | 1903 | ManagementAndGeneral |
| Fundraising | 1903 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1394 | Total |
| Program Services | 1116 | ProgramServices |
| Management And General | 139 | ManagementAndGeneral |
| Fundraising | 139 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21671 | Total |
| Program Services | 21671 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111541 | Total |
| Program Services | 110723 | ProgramServices |
| Management And General | 409 | ManagementAndGeneral |
| Fundraising | 409 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4102 | Total |
| Program Services | 3282 | ProgramServices |
| Management And General | 410 | ManagementAndGeneral |
| Fundraising | 410 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23916 | Total |
| Program Services | 19134 | ProgramServices |
| Management And General | 2391 | ManagementAndGeneral |
| Fundraising | 2391 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13206 | Total |
| Program Services | 13206 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE & UTILITIES | 26052 | 24346 | 853 | 853 |
| BOOKS | 24085 | 24085 | ||
| AUDIO & VISUAL | 4541 | 4541 | ||
| CAPITAL EXPENSE | 558 | 558 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762641 | Total |
| Program Services | 664226 | ProgramServices |
| Management And General | 49227 | ManagementAndGeneral |
| Fundraising | 49188 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126177 | BOY |
| EOY | 95520 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 577296 | BOY |
| EOY | 409765 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64469 | BOY |
| EOY | 55253 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325 | BOY |
| EOY | 10325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1705866 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 940205 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779542 | BOY |
| EOY | 765661 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2570814 | BOY |
| EOY | 2940188 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4118623 | BOY |
| EOY | 4276712 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109 | BOY |
| EOY | 43 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109 | BOY |
| EOY | 43 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2398959 | BOY |
| EOY | 2323633 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269555 | BOY |
| EOY | 290536 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1450000 | BOY |
| EOY | 1662500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4118514 | BOY |
| EOY | 4276669 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4118623 | BOY |
| EOY | 4276712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2059465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 539048 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1026653 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1005762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 729861 | CurrentTaxYear |
| Total | 5360789 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2059465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 539048 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1026653 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1005762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 729861 | CurrentTaxYear |
| Total | 5360789 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 5360789 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156657 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238350 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -224098 | CurrentTaxYearMinus1Year |
| Current Tax Year | 132474 | CurrentTaxYear |
| Total | 420934 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 10251 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5791974 | TotalSupport |
| Gross Receipts From Admissions Etc | 623494 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92556 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93732 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1654555 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| Investment Earnings Or Losses | 1281 | InvestmentEarningsOrLosses |
| Other Expenditures | 47800 | OtherExpenditures |
| End Of Year Balance | 1858036 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1470996 | BeginningOfYearBalance |
| Contributions | 293992 | Contributions |
| Investment Earnings Or Losses | 5482 | InvestmentEarningsOrLosses |
| Other Expenditures | 115915 | OtherExpenditures |
| End Of Year Balance | 1654555 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89476 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10524 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 563750 | OtherCostOrOtherBasis |
| Book Value | 563750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1069347 | OtherCostOrOtherBasis |
| Depreciation | 881156 | Depreciation |
| Book Value | 188191 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72769 | OtherCostOrOtherBasis |
| Depreciation | 59049 | Depreciation |
| Book Value | 13720 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 765661 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $43 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 43 | TotalOfAmounts |
| Total Revenue | 868913 | TotalRevenue |
| Total Expenses | 762641 | TotalExpenses |
| Excess Or Deficit For Year | 106272 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 51883 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 51883 | TotalAdjustments |
| Excess Or Deficit Per FS | 158155 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 920796 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 51883 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 51883 | RevenueNotRptdF990 |
| Revenue Subtotal | 868913 | RevenueSubtotal |
| Total Revenue Per Form990 | 868913 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 762641 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 762641 | ExpensesSubtotal |
| Total Expenses Per Form990 | 762641 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | endowment funds | Identifier |
| Return Reference | schedule d, part v, line 4: | ReturnReference |
| Explanation | endowment funds are held to provide support of the general program operations and capital needs. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CEASE CONDUCTING OR MAKE CHANGE OF THE PROGRAM SERVICES ACCOMPLISHMENTS | FORM 990, PART III, LINE 3 | The Hiett Gala and Festival of Ideas were not held this fiscal year due to budgetary constraints. |
| OTHER PROGRAM SERVICES ACCOMPLISHMENTS | FORM 990, PART III, LINE 4D | 4) Dallas Institute Publications: Sponsoring publication of works in the Humanities Expenses $10,772 / Revenue $10,000 5) The Institute 100: A support group for the Dallas Institute, designed to increase involvement of members with special presentations Expenses $6,557 / Revenue $11,710 |
| FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP | FORM 990, PART VI, LINE 2 | Joe Mannes (board member) is son-in-law of Gail Thomas (board member). Larry Allums (Director) is married to Claudia Allums (Assoc. Director) |
| the organization has members or stockholders | FORM 990, PART VI, LINE 6 | The organization is a non-profit 501(c)(3) center for creative thought whose work is wholly supported by annual gifts from individuals and corporations. Individuals and corporations are classified into several levels of membership by the amounts contributed. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11a | The 990 is distributed to the staff for review and then forwarded to the board prior to being filed. |
| conflict of int., whistleblower & doc. retention & destruction policy | FORM 990, PART VI, LINE 12, 13 and 14 | These policies are currently before the Board for approval. The policies will be established in the fiscal year ending August 31, 2011. |
| process for determining compensation | FORM 990, PART VI, LINES 15A AND 15B | compensation is analized yearly using the annual salary survey compiled from outside independent sources for comparable levels of position. salary increases and/or bonus recommmendations are brought before the board in written report for approval or disapproval. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMETS TO GEN PUBLIC | FORM 990, part vi, line 19 | THE DALLAS INSTITUTE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC upon request. |
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