W OSCAR NEUHAUS MEMORIAL FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W OSCAR NEUHAUS MEMORIAL FOUNDATION (EIN 74-2128239)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-02
- IRS object ID
- 202332759349300233
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-02T12:28:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742128239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The W Oscar Neuhaus Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOSC | BusinessNameControlTxt |
| Phone | 7136647676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sai Pathi | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 7136647676 | PhoneNum |
| Signature | 2023-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sai | PersonFirstNm |
| Person Last | Pathi | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tracy Weeden | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,291,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.neuhaus.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To promote reading success by providing evidence-based services to educators & school districts. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,061,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,117,657 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,637,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,913,317 | CYProgramServiceRevenueAmt |
| PY Investment Income | $391,728 | PYInvestmentIncomeAmt |
| CY Investment Income | $194,074 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$38,156 | PYOtherRevenueAmt |
| CY Other Revenue | -$83,737 | CYOtherRevenueAmt |
| PY Total Revenue | $9,052,497 | PYTotalRevenueAmt |
| CY Total Revenue | $7,141,311 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,380 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,095 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,580,590 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,538,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $866,423 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,266,569 | PYOtherExpensesAmt |
| CY Other Expenses | $2,434,691 | CYOtherExpensesAmt |
| PY Total Expenses | $6,877,539 | PYTotalExpensesAmt |
| CY Total Expenses | $8,013,814 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,174,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$872,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,606,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,909,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $764,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $725,736 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,842,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,183,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule OThe W. Oscar Neuhaus Memorial Foundation ("Neuhaus") is a 501(c)(3) non-profit educational foundation dedicated to promoting reading success for all. Neuhaus provides evidence-based training and support to educators and district leaders, supplies information and resources to families, and offers direct services to adult learners. Its services are offered in a variety of ways, including mentoring, individual instruction, online programming, and on-site courses. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,409,997 | ExpenseAmt |
| Grant | $41,095 | GrantAmt |
| Revenue | $4,913,317 | RevenueAmt |
| Desc | See Schedule ONeuhaus Education Center has been a trailblazer in solutions for overcoming obstacles to literacy, including dyslexia, and today it is a nationally recognized leader in the implementation of the Science of Reading, applying research-based methods that help all students achieve skilled reading and literacy goals. This commitment to providing the most up-to-date, scientifically researched methods is what makes Neuhaus unique in its field and ensures that teachers and students are offered the most effective programs available.The Teacher Professional Development program consists of over 30 classes to address a variety of learners. During 2022 and 2021, respectively, 3,617 and 3,957 teachers were trained by Neuhaus instructors, representing 5,896 and 6,157 class enrollments during 2022 and 2021, respectively. Neuhaus' Family Support Office receives contacts from parents and family members concerned about dyslexia and reading difficulties in their children. We at Neuhaus know that home is where literacy takes root, and we provide families with resources and referral services. During 2022, the Family Support program has helped more than 2,000 families, earning their trust by listening intently to their concerns. Neuhaus hosts monthly information sessions on reading difficulties (especially dyslexia), Texas dyslexia legislation, forums for college-bound students, as well as library resources at no cost to families.During 2022 and 2021, respectively, 72 and 60 adult learners received critical literacy instruction to help achieve their personal literacy goals. Neuhaus Education Center is the only Adult Literacy program in Houston where classes are taught by Certified Academic Language Therapists, equivalent to a dyslexia therapist, to help students reach their skilled reading goals. Neuhaus incorporates age-appropriate materials and real-world sources, such as newspapers and magazines, for a practical learning experience, and groups participants by reading level which also promotes community. | Desc |
| Total Program Service Expenses | $5,409,997 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sai Pathi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136647676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4433 Bissonnet | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Robert Palmquist | |||||||
| Chair | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Loretta Cross | |||||||
| Co-Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| George Edwards | |||||||
| Co-Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Leanne Brooks Scott | |||||||
| Co-Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Amy Thompson | |||||||
| Co-Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Holly Anderson | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ben Andrews | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Amos C Benning | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Medora Boone | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Butler | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward B Crain | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jamie Grissom | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Harter | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Jeffery | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenny Roman Johnson | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine Kardesch | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne McCarthy | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward K Neuhaus | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| William Neuhaus | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kristen O Stubbs | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Young | |||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tracy Weeden | |||||||
| President & CEO | 40.00 | Yes (X) | $308,126 | $0 | $30,071 | ||
| Rayanne Darensbourg | |||||||
| Chief Operating Officer | 40.00 | Yes (X) | $144,949 | $0 | $21,851 | ||
| Lise Shepherd | |||||||
| CFO (to 06/22) | 40.00 | Yes (X) | $127,653 | $0 | $10,691 | ||
| Bronwyn Beauchamp | |||||||
| Chief Strategy Officer | 40.00 | Yes (X) | $143,925 | $0 | $21,326 | ||
| Mary Allison Peck | |||||||
| Chief Academic Officer | 40.00 | Yes (X) | $133,180 | $0 | $20,682 | ||
| Mary Catherine Scott | |||||||
| VP - Curriculum Instruct'l | 40.00 | $113,874 | $0 | $12,834 | Yes (X) | ||
| Rebecca Tolson | |||||||
| VP - Literary Initiatives | 40.00 | $112,870 | $0 | $9,102 | Yes (X) | ||
| Samuel McCollum | |||||||
| AVP of Strategic Partnerships | 40.00 | $108,901 | $0 | $12,885 | Yes (X) | ||
| Gail Landry | |||||||
| Controller | 40.00 | $112,353 | $0 | $12,843 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,305,831 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,285 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Copy Doctor | |||||
| 2419 Sunset Blvd | Houston | TX | 77005 | Printing and graphics | $368,397 |
| SeatonHill Partners LP | |||||
| 777 Main St Ste 600 | Fort Worth | TX | 76102 | Executive services | $179,866 |
| POS Sistemi USA Inc | |||||
| 3737 Cogdell St Ste 403 | Houston | TX | 77019 | IT services, consulting | $124,000 |
| Highpoint Technology Group LLC | |||||
| 15342 Park Row | Houston | TX | 77084 | Technology services | $109,218 |
| Blackbaud | |||||
| PO Box 930256 | Atlanta | GA | 31193 | Software services | $105,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $340,228 | FundraisingAmt |
| All Other Contributions | $1,777,429 | AllOtherContributionsAmt |
| Noncash Contributions | $143,648 | NoncashContributionsAmt |
| Total Contributions | $2,117,657 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611710 | $3,444,771 | $3,444,771 |
| Educational materials | 611710 | $1,468,546 | $1,468,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,913,317 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,688 | TotalRevenueColumnAmt |
| Exclusion | $195,688 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,765 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,379 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,614 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,614 | TotalRevenueColumnAmt |
| Exclusion | -$1,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,125 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $340,228 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $120,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$83,737 | TotalRevenueColumnAmt |
| Exclusion | -$83,737 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,141,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,913,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $110,337 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,095 | TotalAmt |
| Program Services | $41,095 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,457 | TotalAmt |
| Program Services | $689,749 | ProgramServicesAmt |
| Management And General | $167,858 | ManagementAndGeneralAmt |
| Fundraising | $104,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,560,253 | TotalAmt |
| Program Services | $2,551,476 | ProgramServicesAmt |
| Management And General | $620,926 | ManagementAndGeneralAmt |
| Fundraising | $387,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,430 | TotalAmt |
| Program Services | $23,241 | ProgramServicesAmt |
| Management And General | $5,656 | ManagementAndGeneralAmt |
| Fundraising | $3,533 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,198 | TotalAmt |
| Program Services | $429,419 | ProgramServicesAmt |
| Management And General | $104,503 | ManagementAndGeneralAmt |
| Fundraising | $65,276 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,690 | TotalAmt |
| Program Services | $274,973 | ProgramServicesAmt |
| Management And General | $66,918 | ManagementAndGeneralAmt |
| Fundraising | $41,799 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,700 | TotalAmt |
| Management And General | $32,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,765 | TotalAmt |
| Management And General | $27,765 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,776 | TotalAmt |
| Program Services | $154,600 | ProgramServicesAmt |
| Management And General | $320,214 | ManagementAndGeneralAmt |
| Fundraising | $124,962 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,509 | TotalAmt |
| Program Services | $135,764 | ProgramServicesAmt |
| Management And General | $67,375 | ManagementAndGeneralAmt |
| Fundraising | $67,370 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,885 | TotalAmt |
| Program Services | $109,015 | ProgramServicesAmt |
| Management And General | $20,054 | ManagementAndGeneralAmt |
| Fundraising | $7,816 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,126 | TotalAmt |
| Program Services | $107,513 | ProgramServicesAmt |
| Management And General | $14,333 | ManagementAndGeneralAmt |
| Fundraising | $3,280 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,600 | TotalAmt |
| Program Services | $72,132 | ProgramServicesAmt |
| Management And General | $21,952 | ManagementAndGeneralAmt |
| Fundraising | $8,516 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,054 | TotalAmt |
| Program Services | $66,600 | ProgramServicesAmt |
| Management And General | $10,400 | ManagementAndGeneralAmt |
| Fundraising | $4,054 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Educational materials | $622,071 | $622,071 | ||
| Equipment rental & main | $375,768 | $118,235 | $221,111 | $36,422 |
| Dues & subscriptions | $55,437 | $14,114 | $30,629 | $10,694 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,013,814 | TotalAmt |
| Program Services | $5,409,997 | ProgramServicesAmt |
| Management And General | $1,737,394 | ManagementAndGeneralAmt |
| Fundraising | $866,423 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,621 | BOYAmt |
| EOY | $306,808 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,979 | BOYAmt |
| EOY | $577,624 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,446 | BOYAmt |
| EOY | $500,687 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,531 | BOYAmt |
| EOY | $95,251 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,720 | BOYAmt |
| EOY | $99,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,058,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,701,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,511 | BOYAmt |
| EOY | $1,357,061 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,494,796 | BOYAmt |
| EOY | $9,971,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,606,652 | BOYAmt |
| EOY | $12,909,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,375 | BOYAmt |
| EOY | $505,379 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,129 | BOYAmt |
| EOY | $220,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,504 | BOYAmt |
| EOY | $725,736 | 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 | $5,339,532 | BOYAmt |
| EOY | $4,217,095 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,502,616 | BOYAmt |
| EOY | $7,966,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,842,148 | BOYAmt |
| EOY | $12,183,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,606,652 | BOYAmt |
| EOY | $12,909,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$872,503 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,786,262 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| 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 | $1,925,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,247,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,770,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,061,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,117,657 | CurrentTaxYearAmt |
| Total | $12,122,336 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,925,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,247,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,770,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,061,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,117,657 | CurrentTaxYearAmt |
| Total | $12,122,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,912,373 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,209,963 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,688 | CurrentTaxYearAmt |
| Total | $932,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,054,870 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,208,265 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68000 | 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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,986,049 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,986,049 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $549,302 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,326 | 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 | $458,369 | CurrentYearMinus3Amt |
| Current Year Minus2 | $430,903 | CurrentYearMinus2Amt |
| Current Year Minus1 | $492,639 | CurrentYearMinus1Amt |
| Current Year | $549,302 | CurrentYearAmt |
| Total | $1,931,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,896,820 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $114,592 | CurrentYearMinus3Amt |
| Current Year Minus2 | $107,726 | CurrentYearMinus2Amt |
| Current Year Minus1 | $123,160 | CurrentYearMinus1Amt |
| Current Year | $137,326 | CurrentYearAmt |
| Total | $482,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $724,206 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,114,597 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$870,241 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $340,190 | OtherExpendituresAmt |
| End Year Balance | $7,004,166 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,788,124 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $660,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $333,730 | OtherExpendituresAmt |
| End Year Balance | $8,114,597 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,307,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $808,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $327,861 | OtherExpendituresAmt |
| End Year Balance | $7,788,124 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,611,891 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,018,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $323,273 | OtherExpendituresAmt |
| End Year Balance | $7,307,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,189,362 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$287,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $320,208 | OtherExpendituresAmt |
| End Year Balance | $6,611,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $479,004 | OtherCostOrOtherBasisAmt |
| Book Value | $479,004 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,136,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,437,174 | DepreciationAmt |
| Book Value | $699,744 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,314,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,264,306 | DepreciationAmt |
| Book Value | $50,313 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,000 | OtherCostOrOtherBasisAmt |
| Book Value | $128,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,357,061 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,331,412 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,786,262 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,333 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$6,205 | OtherRevenueAmt |
| Revenue Not Reported | -$1,782,134 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,113,546 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,765 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,765 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,141,311 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,990,177 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,333 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $10,333 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,979,844 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,765 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,205 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,970 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,013,814 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds are restricted for scholarships, the parent resource office, library, adult programs and building maintenance. |
| Part XI, Line 2d - Other Adjustments: | Tuition assistance -6,205. |
| Part XII, Line 4b - Other Adjustments: | Tuition assistance 6,205. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $377,353 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $340,228 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,125 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $69,056 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,463 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $41,474 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,869 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $377,353 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $340,228 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,125 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $69,056 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,463 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $41,474 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,869 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $120,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$83,737 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| Student Scholarships | 17 | $34,890 | |
| Tuition Assistance | 7 | $6,205 | Fee reductions |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships are awarded to students for one-on-one training tuition. The funds are not given directly to the student but are paid directly to the teacher so the organization is certain of the use of the funds. The teacher provides the organization with monthly reports on the child's progress. Tuition assistance is offered to teachers who meet certain eligibility requirements. Eligibility requirements vary depending on the restrictions of the donor and the class. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tracy Weeden | ||||||||||||||
| President & CEO | $238,126 | $0 | $70,000 | $0 | $0 | $0 | $28,485 | $0 | $1,586 | $0 | $338,197 | $0 | $0 | $0 |
| Rayanne Darensbourg | ||||||||||||||
| Chief Operating Officer | $136,949 | $0 | $8,000 | $0 | $0 | $0 | $21,371 | $0 | $480 | $0 | $166,800 | $0 | $0 | $0 |
| Bronwyn Beauchamp | ||||||||||||||
| Chief Strategy Officer | $136,425 | $0 | $7,500 | $0 | $0 | $0 | $20,846 | $0 | $480 | $0 | $165,251 | $0 | $0 | $0 |
| Mary Allison Peck | ||||||||||||||
| Chief Academic Officer | $126,180 | $0 | $7,000 | $0 | $0 | $0 | $20,202 | $0 | $480 | $0 | $153,862 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6 | The performance bonus plan for employees is based on attainment of revenues and expense control. |
| Part I, Line 7 | The President/CEO was awarded a performance bonus by the Executive Committee. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,648 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee has the authority of the Board of Trustees in the direction of the Foundation, except where action of the Board of Trustees is required by law, the Articles of Incorporation, or the Bylaws. Members of the Executive Committee are the current Officers of the Foundation and two additional Trustees elected by the Board of Trustees from a slate presented and recommended by the Nominating Committee. The Executive Committee keeps regular minutes of its meetings and such minutes are recorded in books kept for that purpose in the Foundation's office, and will report the same to the Board of Trustees from time to time. Any vacancy occurring in the office of an Executive Committee member is filled for the remainder of the term of such office by the affirmative majority vote of the members of the Executive Committee. In any event, a member of the Executive Committee holds such office until his or her successor has taken office pursuant to the provisions of the Bylaws. |
| Form 990, Part VI, Section A, line 2 | Edward Neuhaus and William Neuhaus have a family relationship. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by the Chair of the Finance Committee and the Chief Financial Officer. A copy of the Form is provided to the Board of Trustees prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest forms are completed annually and reviewed by the Chief Financial Officer. If there is any indication of a potential conflict of interest, the conflict is reviewed by the Executive Committee. |
| Form 990, Part VI, Section B, line 15a | The compensation of the CEO is based on a comparison with other officers in similar positions in the Houston area using wage and benefits surveys such as the United Way of Greater Houston's Wage and Benefit Survey. The Executive Committee reviews the CEO's compensation package annually. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents available to the public upon request. The Conflict of Interest policy and audited financial statements are available on the organization's website. |