E3 ALLIANCE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- E3 ALLIANCE (EIN 64-0963235)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-05-05
- IRS object ID
- 202521259349301047
- Schema version
- 2023v6.0
- 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) |
|---|---|---|
| Return | 2025-05-05T10:20:55-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 2000 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640963235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E3 ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E3AL | BusinessNameControlTxt |
| Phone | 5122237241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD 414 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787524390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TAGLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5122231099 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON PETERSON | PreparerPersonNm |
| PTIN | P01281287 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD TAGLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD 414 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787524390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,350,985 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.E3ALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,574,073 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,032,152 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,430,336 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,256,699 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,415 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,134 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$5,508 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,048,316 | PYTotalRevenueAmt |
| CY Total Revenue | $5,350,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,558,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,760,117 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $68,002 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $69,910 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $344,117 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $908,390 | PYOtherExpensesAmt |
| CY Other Expenses | $958,504 | CYOtherExpensesAmt |
| PY Total Expenses | $4,534,939 | PYTotalExpensesAmt |
| CY Total Expenses | $4,788,531 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,486,623 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $562,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,919,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,422,773 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,236,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,177,466 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,682,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,245,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $760,942 | ExpenseAmt |
| Revenue | $251,340 | RevenueAmt |
| Desc | PROVIDE OBJECTIVE DATA - THE ORGANIZATION SHOWCASES INFORMATION SO OTHERS CAN SEE THE OPPORTUNITY AND REWARD OF CHANGE IN EDUCATION SYSTEMS AND OUTCOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $951,176 | ExpenseAmt |
| Revenue | $314,175 | RevenueAmt |
| Desc | PROVIDE RESEARCH-PROVEN, DATA-DRIVEN SERVICES TO IMPROVE STUDENT OUTCOMES ACROSS THE STATE OF TEXAS INCLUDING PROFESSIONAL LEARNING AND FOLLOW-UP COACHING FOR LEADERSHIP, FACULTY, AND STAFF AT THE DISTRICT AND CAMPUS LEVELS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,521,882 | ExpenseAmt |
| Revenue | $502,680 | RevenueAmt |
| Desc | THE ORGANIZATION IS THE CATALYST FOR THE BLUEPRINT FOR EDUCATIONAL CHANGE, A STRATEGIC PLAN PROVIDING A CLEAR SET OF GOALS FOR EDUCATION IMPROVEMENT TO DRIVE THE ECONOMIC SUCCESS OF CENTRAL TEXAS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $570,705 | ExpenseAmt |
| Revenue | $188,504 | RevenueAmt |
| Desc | FOCUSES COLLABORATION - THE ORGANIZATION CONVENES AND FACILITATES COLLABORATIONS TO FOCUS ON SPECIFIC IMPROVEMENTS THAT CAN BE MADE IN OUR EDUCATION SYSTEMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $570,705 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $188,504 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,804,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARA CLIFFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122237241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD 414 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALI KHATAW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBER CARDEN | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ASHTON CUMBERBATCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY JENKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MARTINEZ | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LONNIE LIMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULINE DOW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ESTRADA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN P DAWSON | ||||||||
| PRESIDENT & EXECUTIVE DIRE | 40.00 | Yes (X) | $248,856 | $0 | $40,176 | Yes (X) | ||
| RICHARD TAGLE | ||||||||
| PRESIDENT & EXECUTIVE DIRE | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MATIAS SEGURA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS CERVINI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER C SAENZ | ||||||||
| SR DIRECTOR OF STRATEGIC INITIATIVES | 40.00 | $168,969 | $0 | $30,837 | Yes (X) | |||
| KARL M NICHOLS | ||||||||
| VP OF INVESTOR DEVELOPMENT | 40.00 | $126,379 | $0 | $18,230 | Yes (X) | |||
| LORI DAVIS | ||||||||
| CHIEF TRANSFORMATION OFFIC | 40.00 | $122,134 | $0 | $19,499 | Yes (X) | |||
| LAURA KOENIG | ||||||||
| SR DIRECTOR COMMUNITY SOLU | 40.00 | $116,682 | $0 | $17,708 | Yes (X) | |||
| CEDRICE L BENNETT SR | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $127,158 | $0 | $24,456 | Yes (X) | |||
| ANDREA MAYO JACKS | ||||||||
| SR DIRECTOR OF RESEARCH | 40.00 | $103,063 | $0 | $17,891 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,013,241 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $37,500 | MembershipDuesAmt |
| All Other Contributions | $3,994,652 | AllOtherContributionsAmt |
| Total Contributions | $4,032,152 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,256,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,256,699 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,256,699 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,134 | TotalRevenueColumnAmt |
| Exclusion | $62,134 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,350,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,256,699 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,787 | TotalAmt |
| Program Services | $423,792 | ProgramServicesAmt |
| Management And General | $121,115 | ManagementAndGeneralAmt |
| Fundraising | $73,880 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,141,330 | TotalAmt |
| Program Services | $2,633,150 | ProgramServicesAmt |
| Management And General | $377,760 | ManagementAndGeneralAmt |
| Fundraising | $130,420 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,851 | TotalAmt |
| Program Services | $772 | ProgramServicesAmt |
| Management And General | $2,917 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,910 | TotalAmt |
| Fundraising | $69,910 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,016 | TotalAmt |
| Program Services | $473,013 | ProgramServicesAmt |
| Management And General | $28,473 | ManagementAndGeneralAmt |
| Fundraising | $40,530 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,681 | TotalAmt |
| Program Services | $3,544 | ProgramServicesAmt |
| Management And General | $13,394 | ManagementAndGeneralAmt |
| Fundraising | $743 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,842 | TotalAmt |
| Program Services | $2,975 | ProgramServicesAmt |
| Management And General | $11,244 | ManagementAndGeneralAmt |
| Fundraising | $623 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,463 | TotalAmt |
| Program Services | $54,423 | ProgramServicesAmt |
| Management And General | $20,393 | ManagementAndGeneralAmt |
| Fundraising | $7,647 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,181 | TotalAmt |
| Program Services | $78,545 | ProgramServicesAmt |
| Management And General | $9,818 | ManagementAndGeneralAmt |
| Fundraising | $9,818 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,977 | TotalAmt |
| Program Services | $49,442 | ProgramServicesAmt |
| Management And General | $34,214 | ManagementAndGeneralAmt |
| Fundraising | $5,321 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165 | TotalAmt |
| Program Services | $234 | ProgramServicesAmt |
| Management And General | $882 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PASSTHROUGHS | $59,318 | $54,337 | $830 | $4,151 |
| PREPAID EVENT EXPENSES | $23,922 | $21,267 | $2,655 | |
| OTHER EXPENSES | $20,557 | $4,121 | $15,573 | $863 |
| GIFTS & AWARDS | $5,531 | $5,090 | $441 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,788,531 | TotalAmt |
| Program Services | $3,804,705 | ProgramServicesAmt |
| Management And General | $639,709 | ManagementAndGeneralAmt |
| Fundraising | $344,117 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,542,785 | BOYAmt |
| EOY | $4,912,009 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,204 | BOYAmt |
| EOY | $319,985 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,700 | BOYAmt |
| EOY | $190,779 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919,689 | BOYAmt |
| EOY | $5,422,773 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,836 | BOYAmt |
| EOY | $1,177,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,836 | BOYAmt |
| EOY | $1,177,466 | 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 | $2,345,235 | BOYAmt |
| EOY | $1,164,519 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,618 | BOYAmt |
| EOY | $3,080,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,853 | BOYAmt |
| EOY | $4,245,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919,689 | BOYAmt |
| EOY | $5,422,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $562,454 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $3,297,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,763,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,529,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,032,151 | CurrentTaxYearAmt |
| Total | $15,197,318 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,297,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,763,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,529,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,032,151 | CurrentTaxYearAmt |
| Total | $15,197,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,204,408 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,992,910 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,134 | CurrentTaxYearAmt |
| Total | $154,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,351,386 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,636,992 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,484 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,526 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,010 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,776,521 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,788,531 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $389,427 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,357 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $344,431 | CurrentYearMinus3Amt |
| Current Year Minus2 | $369,292 | CurrentYearMinus2Amt |
| Current Year Minus1 | $376,747 | CurrentYearMinus1Amt |
| Current Year | $389,427 | CurrentYearAmt |
| Total | $1,479,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,219,846 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,389 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,977 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,099 | CurrentYearMinus1Amt |
| Current Year | $12,010 | CurrentYearAmt |
| Total | $29,475 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $86,108 | CurrentYearMinus3Amt |
| Current Year Minus2 | $92,323 | CurrentYearMinus2Amt |
| Current Year Minus1 | $94,187 | CurrentYearMinus1Amt |
| Current Year | $97,357 | CurrentYearAmt |
| Total | $369,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $554,963 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,395 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,279 | CurrentYearMinus2Amt |
| Current Year Minus1 | $911 | CurrentYearMinus1Amt |
| Current Year | $4,484 | CurrentYearAmt |
| Total | $11,069 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ACTIVITIES: MET WITH STAFF AND LEGISLATORS TO DISCUSS PRIORITIES IN UPCOMING SESSION. WORKED WITH OTHER COLLECTIVE IMPACT ORGANIZATIONS TO DISCUSS PRIORITIES THROUGHOUT THE YEAR. PROVIDED POLICY BRIEFS HIGHLIGHTING SPECIFIC DATA TO THE PUBLIC AND LEGISLATIVE COMMITTEES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE ANN WADE-CROUSE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 SHORE DISTRICT DRIVE 1550 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANTWRITING SUPPORT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $69,910 | RetainedByContractorAmt |
| Net To Organization | -$69,910 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $69,910 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$69,910 | TotalNetToOrganizationAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN P DAWSON | ||||||||||||||
| PRESIDENT & EXECUTIVE DIRE | $248,856 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,176 | $0 | $289,032 | $0 | $0 | $0 |
| JENNIFER C SAENZ | ||||||||||||||
| SR DIRECTOR OF STRATEGIC INITIATIVES | $168,969 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,837 | $0 | $199,806 | $0 | $0 | $0 |
| CEDRICE L BENNETT SR | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $127,158 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,456 | $0 | $151,614 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY SECRETARY & TREASURER, BOARD CHAIR, FULL BOARD |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEWED AND UPDATED ANNUALLY BEFORE OFFICIAL BOARD ELECTIONS MEETING |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION CONDUCTS AN EXTERNAL REVIEW OF SIMILAR POSITIONS AS WELL AS A REVIEW OF COMPARABLE POSITIONS WITHIN A PARTNER ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST AND ARE ROUTINELY SHARED WITH OTHER STATE P-16 COUNCILS. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 398,557. MANAGEMENT AND GENERAL EXPENSES 6,090. FUNDRAISING EXPENSES 30,448. TOTAL EXPENSES 435,095. SUB-CONTRACTORS: PROGRAM SERVICE EXPENSES 47,962. MANAGEMENT AND GENERAL EXPENSES 733. FUNDRAISING EXPENSES 3,664. TOTAL EXPENSES 52,359. TECHNOLOGY: PROGRAM SERVICE EXPENSES 22,345. MANAGEMENT AND GENERAL EXPENSES 5,969. FUNDRAISING EXPENSES 5,549. TOTAL EXPENSES 33,863. AUDIT FEES: PROGRAM SERVICE EXPENSES 4,149. MANAGEMENT AND GENERAL EXPENSES 15,681. FUNDRAISING EXPENSES 869. TOTAL EXPENSES 20,699. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS AND ITS PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE TAX YEAR. |
| FORM 990, PART VI, SECTION B, LINE 13: | THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY ON A STAND ALONE BASIS, HOWEVER MULTIPLE RETALIATION POLICIES ARE IN EFFECT THROUGH ITS HOST AND FOUNDING PARTNER ORGANIZATION, AUSTIN COMMUNITY COLLEGE. |
| FORM 990, PART VI, SECTION B, LINE 14: | THE ORGANIZATION DOES NOT HAVE A DOCUMENT RETENTION AND DESTRUCTION POLICY ON A STAND ALONE BASIS, HOWEVER IT IS PROTECTED BY THE POLICIES THROUGH ITS HOST AND FOUNDING PARTNER ORGANIZATION, AUSTIN COMMUNITY COLLEGE. |