TEXAS ACCESS TO JUSTICE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ACCESS TO JUSTICE FOUNDATION (EIN 74-2354575)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202443119349302174
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T12:47:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742902112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEMAYOR BRITTON BENDER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 B Boca Raton Suite B 102 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742354575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Access to Justice Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 5123200099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12886 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roland Johnson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arturo Montemayor III | PreparerPersonNm |
| PTIN | P01388530 | PTIN |
| Phone | 5124420380 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Balli Torres | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 12886 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,687,369 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.teajf.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Texas Access to Justice Foundation is a nonprofit corporation organized as a funding source for legal services to indigent Texans in civil matters. The funding primarily generated by interest earned on lawyers' trust accounts (IOLTA) throughout Texas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $47,606,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,514,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,077 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,172,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,041 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,593 | CYOtherRevenueAmt |
| PY Total Revenue | $48,029,764 | PYTotalRevenueAmt |
| CY Total Revenue | $91,684,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,337,140 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,097,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,091,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,367,182 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $815,309 | PYOtherExpensesAmt |
| CY Other Expenses | $1,035,815 | CYOtherExpensesAmt |
| PY Total Expenses | $32,243,936 | PYTotalExpensesAmt |
| CY Total Expenses | $26,500,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,785,828 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $65,184,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,126,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,968,269 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,637,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,289,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,488,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,679,248 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Texas Access to Justice Foundation is a nonprofit corporation organized as a funding source for legal services to indigent Texans in civil matters. The funding primarily generated by interest earned on lawyers' trust accounts (IOLTA) throughout Texas. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,887,099 | ExpenseAmt |
| Grant | $24,097,372 | GrantAmt |
| Desc | During 2023, TAJF made grants totaling $24,097,372 to various 501(c)(3) organizations and other charities that provide legal services to qualified individuals. | Desc |
| Total Program Service Expenses | $24,887,099 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Form8886 T Filed | false | Form8886TFiledInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Nondeductible Contri Discl | false | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Form720 Filed | false | Form720FiledInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shefali Tewari | PersonNm |
| Phone | 5123200099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Rio Grande Suite 351 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| Deborah G Hankinson | |||||||
| Chair | 3 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| G Joseph Barrientos | |||||||
| Vice Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Terry O Tottenham | |||||||
| Secretary | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Roland K Johnson | |||||||
| Treasurer | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Margarita Sanchez | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Lisa M Tatum | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Travis A Torrence | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Carlos M Zaffirini Jr | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Jose A Aranda Jr | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Perla Cavazos | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Honorable Pete Gallego | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Denise Scofield | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Kay Sim | |||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | ||
| Betty Balli Torres | |||||||
| Executive Director | 40 | Yes (X) | $197,796 | $0 | $29,963 | ||
| Jonathan Vickery | |||||||
| Associate Director | 40 | $167,418 | $0 | $23,519 | Yes (X) | ||
| Lisa Melton | |||||||
| Special Project Manager | 40 | $111,100 | $0 | $19,374 | Yes (X) | ||
| Kimberly Schmitt | |||||||
| Communications Manager | 40 | $109,640 | $0 | $17,703 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $585,954 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,559 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $580,120 | FundraisingAmt |
| Government Grants | $87,752,066 | GovernmentGrantsAmt |
| All Other Contributions | $182,658 | AllOtherContributionsAmt |
| Total Contributions | $88,514,844 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,172,525 | TotalRevenueColumnAmt |
| Exclusion | $3,172,525 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $580,120 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,593 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,593 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,684,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,172,525 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,420,872 | TotalAmt |
| Program Services | $23,420,872 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,500 | TotalAmt |
| Program Services | $676,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,513 | TotalAmt |
| Program Services | $321,411 | ProgramServicesAmt |
| Management And General | $355,102 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,732 | TotalAmt |
| Program Services | $232,875 | ProgramServicesAmt |
| Management And General | $268,857 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,190 | TotalAmt |
| Program Services | $23,744 | ProgramServicesAmt |
| Management And General | $27,446 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,985 | TotalAmt |
| Program Services | $16,970 | ProgramServicesAmt |
| Management And General | $44,015 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,762 | TotalAmt |
| Program Services | $37,832 | ProgramServicesAmt |
| Management And General | $38,930 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,169 | TotalAmt |
| Management And General | $23,169 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359 | TotalAmt |
| Program Services | $169 | ProgramServicesAmt |
| Management And General | $190 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,322 | TotalAmt |
| Management And General | $45,322 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,884 | TotalAmt |
| Management And General | $397,884 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,227 | TotalAmt |
| Program Services | $3,384 | ProgramServicesAmt |
| Management And General | $86,843 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,796 | TotalAmt |
| Program Services | $62,436 | ProgramServicesAmt |
| Management And General | $70,360 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560 | TotalAmt |
| Program Services | $296 | ProgramServicesAmt |
| Management And General | $264 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,683 | TotalAmt |
| Management And General | $128,683 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,136 | TotalAmt |
| Program Services | $31,615 | ProgramServicesAmt |
| Management And General | $66,521 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,717 | TotalAmt |
| Management And General | $11,717 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,039 | TotalAmt |
| Management And General | $16,039 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Grant Oversight | $42,595 | $42,595 | |
| Dues and Subscriptions | $22,835 | $10,736 | $12,099 |
| Communications | $13,443 | $13,443 | |
| Miscellaneous | $12,050 | $5,664 | $6,386 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500,369 | TotalAmt |
| Program Services | $24,887,099 | ProgramServicesAmt |
| Management And General | $1,613,270 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,795 | BOYAmt |
| EOY | $366,928 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,950,289 | BOYAmt |
| EOY | $826,305 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,901 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,571,602 | BOYAmt |
| EOY | $9,632,230 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555 | BOYAmt |
| EOY | $3,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,393 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,127 | BOYAmt |
| EOY | $17,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,174,794 | BOYAmt |
| EOY | $119,675,386 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,669 | BOYAmt |
| EOY | $445,878 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,126,732 | BOYAmt |
| EOY | $130,968,269 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,935 | BOYAmt |
| EOY | $1,712,583 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,632,530 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $115,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,283 | BOYAmt |
| EOY | $461,418 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,637,748 | BOYAmt |
| EOY | $2,289,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,253,027 | BOYAmt |
| EOY | $124,294,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,488,984 | BOYAmt |
| EOY | $128,679,248 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,126,732 | BOYAmt |
| EOY | $130,968,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $65,184,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,005,857 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,282,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,610,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,838,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,637,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,514,844 | CurrentTaxYearAmt |
| Total | $183,884,159 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,282,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,610,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,838,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,637,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,514,844 | CurrentTaxYearAmt |
| Total | $183,884,159 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $183,884,159 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $987,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $921,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $419,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,172,525 | CurrentTaxYearAmt |
| Total | $5,894,405 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,496 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $189,783,175 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $374,335 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $0 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $0 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $0 | CYDistriAppDistributableAmt |
| Excess Distribution | $0 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $359 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $359 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 1 and1a: | The Foundation's Board Members voluntarily lobbied on issues affecting the Foundation. |
| Line 1 and 1b: | The Foundation's Executive Director lobbied on issues affecting the Foundation. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Ending Balance | $0 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,129,543 | BeginningYearBalanceAmt |
| Contributions | $60,700 | ContributionsAmt |
| Investment Earnings Or Losses | $28,615 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,218,858 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,101,970 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,573 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,129,543 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,074,439 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,531 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,101,970 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $902,345 | BeginningYearBalanceAmt |
| Contributions | $145,282 | ContributionsAmt |
| Investment Earnings Or Losses | $26,812 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,074,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $848,262 | BeginningYearBalanceAmt |
| Contributions | $29,725 | ContributionsAmt |
| Investment Earnings Or Losses | $24,358 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $902,345 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,393 | DepreciationAmt |
| Book Value | $17,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,868 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Total Book Value Program Rltd | $0 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of use asset - lease | Desc |
| Book Value | $445,325 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $445,325 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease liability | Desc |
| Amt | $461,418 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $461,418 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $92,693,226 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,005,857 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,593 | OtherRevenueAmt |
| Revenue Not Reported | $1,008,450 | RevenueNotReportedAmt |
| Revenue Subtotal | $91,684,776 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $91,684,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,502,962 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,593 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,593 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,500,369 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,500,369 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, line 2d: | Special events netted against revenue: $2,593. |
| Pt XII, line 2d: | Special events netted against revenue: $2,593. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $0 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATJ Gala | Event1Nm |
| Gross Receipts Event1 | $428,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $428,900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,593 | OtherDirectExpensesEvent1Amt |
| Event2 | Uvalde Sales | Event2Nm |
| Gross Receipts Event2 | $151,220 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $151,220 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $580,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $580,120 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $0 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,593 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,593 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,593 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| ABA Fund for Justice and Education - ProBAR | ||||||
| 202 S 1st Street No 300 | Harlingen | TX | 78550 | 366110299 | 501(c)(3) | $195,292 |
| American Gateways | ||||||
| 314 E Highland Mall Blvd No 501 | Austin | TX | 78752 | 742578266 | 501(c)(3) | $449,880 |
| Austin Bar Foundation | ||||||
| 816 Congress Ave No 700 | Austin | TX | 78701 | 161664449 | 501(c)(3) | $119,240 |
| Baylor University School of Law | ||||||
| One Bear Place No 97288 | Waco | TX | 76706 | 741159753 | 501(c)(3) | $67,591 |
| Beacon of Downtown Houston | ||||||
| P O Box 53958 | Houston | TX | 77052 | 710933434 | 501(c)(3) | $168,193 |
| Boat People SOS Inc | ||||||
| 11360 Bellaire Blvd No 910 | Austin | TX | 78702 | 541563619 | 501(c)(3) | $175,285 |
| Cabrini Center for Immigration Legal Services - Galveston | ||||||
| 2900 Louisiana St | Houston | TX | 77006 | 741109733 | 501(c)(3) | $477,951 |
| Catholic Charities of Dallas | ||||||
| 1421 W Mockingbird Ln | San Antonio | TX | 78247 | 752745221 | 501(c)(3) | $455,623 |
| Diocesan Migrant and Refugee Services | ||||||
| 2400 A East Yandell | El Paso | TX | 79903 | 742723627 | 501(c)(3) | $521,196 |
| Disability Rights Texas | ||||||
| 2222 W Braker Ln | Austin | TX | 78758 | 741916289 | 501(c)(3) | $727,011 |
| Equal Justice Center | ||||||
| 314 East Highland Mall Blvd | Austin | TX | 78752 | 743003521 | 501(c)(3) | $427,728 |
| Houston Volunteer Lawyers | ||||||
| 1111 Bagby FLS Suite 300 | Houston | TX | 77002 | 760090652 | 501(c)(3) | $187,680 |
| Jefferson County Bar Foundation | ||||||
| 1085 Pearl St No 202 | Beaumont | TX | 77701 | 766055648 | 501(c)(3) | $23,879 |
| Legal Aid of Northwest Texas | ||||||
| 600 E Weatherford Street | Fort Worth | TX | 76102 | 755085608 | 501(c)(3) | $3,550,863 |
| Lone Star Legal Aid | ||||||
| P O Box 398 | Houston | TX | 77001 | 755156406 | 501(c)(3) | $6,294,438 |
| San Antonio Legal Services Association | ||||||
| P O Box 12404 | George West | TX | 78022 | 320092986 | 501(c)(3) | $217,433 |
| South Texas College of Law Houston | ||||||
| 1303 San Jacinto St | Houston | TX | 77002 | 741554976 | 501(c)(3) | $533,865 |
| St Mary's University School of Law | ||||||
| 2507 NW 36th St | George West | TX | 78022 | 741143128 | 501(c)(3) | $164,803 |
| Tahirih Justice Center | ||||||
| 1717 St James Place No 450 | Houston | TX | 77056 | 541858176 | 501(c)(3) | $100,000 |
| Tarrant County Bar Foundation | ||||||
| 1315 Calhoun St | Fort Worth | TX | 76102 | 752748222 | 501(c)(3) | $50,068 |
| Texas A&M Research Foundation | ||||||
| 400 Harvey Mithcell Pkwy S 300 | College Station | TX | 77845 | 741238434 | 501(c)(3) | $61,624 |
| Texas Legal Services Center | ||||||
| 2101 IH 35 No 300 | Austin | TX | 78741 | 742220750 | 501(c)(3) | $1,870,932 |
| Texas Rio Grande Legal Aid Inc | ||||||
| 301 S Texas Blvd | Mercedes | TX | 78570 | 741675230 | 501(c)(3) | $5,967,365 |
| University of Houston Law Foundation | ||||||
| 4604 Calhoun Drive No 56 TUII | Houston | TX | 77204 | 741732551 | 501(c)(3) | $406,236 |
| YMCA of the Greater Houston Area | ||||||
| 6300 Westpark No 600 | Houston | TX | 77057 | 741109737 | 501(c)(3) | $115,565 |
| Volunteer Legal Services of Central Texas | ||||||
| 8001 Centre Park Dr No 120 | Austin | TX | 78754 | 742168895 | 501(c)(3) | $322,782 |
| Texas Immigration Law Council | ||||||
| 3605 Katy Fwy Ste 100 | Houston | TX | 77007 | 923432986 | 501(c)(3) | $166,667 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowships | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $676,500 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 2: | Grantees are required to submit a budget with grant applications. If awarded, grantees are required to sign a Grant Award Agreement setting forth the terms and conditions of the grant award which includes the purpose of the grant, restrictions on the use of grant funds, certain allowable expenses, compliance with laws, regulations, standards and guidelines. |
| Part I, line 2: cont. | Grantees are also required to submit quarterly performance and financial reports, including budgeted and actual amounts. The Foundation also conducts site visits and desk reviews to ensure grant funds are used for their specific purpose. The Foundation requires grantees to submit audited annual financial statements and, depending on the grant, supplemental schedules |
| Part I, line 2: cont. | with specific grant details. Each grantee is also required to submit Form 990 Return of Organization Exempt from Income Tax. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|
| Betty Balli Torres Executive Direc | ||||
| $197,796 | $19,480 | $10,483 | $227,759 | $0 |
| Jonathan Vickery Associate Directo | ||||
| $167,418 | $15,910 | $7,609 | $190,937 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b: | The Foundation's Finance Committee Chair receives a draft of the Form 990 for review. He has a week to return any questions or comments on the return. Upon agreement of the Finance Committee Chair, the Form 990 is approved for final submission. |
| Pt VI, Line 12c: | The Foundation requires the Board and all staff to annually read and sign the conflict of interest policy. During each board meeting when a vote is on the floor for approval, the chair will ask if anyone has a conflict and if so, that board member abstain from voting. |
| Pt VI, Line 15a: | The Executive Director is evaluated annually by the Board of Directors. Comparability data and a written report are placed in personnel file. |
| Pt VI, Line 15b: | The Executive Director performs evaluations of other managers. Copies of the evaluations are placed in the manager's personnel file. |
| Pt VI, Line 19: | The Foundation's governing documents, all policy documents, and financial statements are available upon request from an individual or organization to the Foundation. |
| Pt VII: | The State Bar of Texas pays for various expenses incurred by the Foundation, including postage, printing, salaries and fringe benefit expenses. The Foundation usually reimburses the State Bar of Texas for these expenses. |