BOERNE PUBLIC SCHOOL FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOERNE PUBLIC SCHOOL FOUNDATION (EIN 74-2828331)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-03
- IRS object ID
- 202222769349300532
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-03T13:23:00-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200537292 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T David Phillip CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 E San Antonio Avenue | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742828331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boerne Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOER | BusinessNameControlTxt |
| Phone | 8303572008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 Johns Road | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wes Holland | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8303572008 | PhoneNum |
| Signature | 2022-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Wes | PersonFirstNm |
| Person Last | Holland | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | T David Phillip | PreparerPersonNm |
| PTIN | P00333930 | PTIN |
| Phone | 8302481075 | PhoneNum |
| Preparation | 2022-10-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wes Holland | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Same as C above | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,289,974 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.boerne-isd.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Raise money and accept gifts to be distributed to schools in the Boerne Independent School District to improve student achievement and to recognize and | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $367,244 | PYContributionsGrantsAmt |
| CY Contributions Grants | $513,256 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,059 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$14,020 | PYOtherRevenueAmt |
| CY Other Revenue | -$111,522 | CYOtherRevenueAmt |
| PY Total Revenue | $432,516 | PYTotalRevenueAmt |
| CY Total Revenue | $500,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $230,989 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $298,770 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,354 | PYOtherExpensesAmt |
| CY Other Expenses | $65,284 | CYOtherExpensesAmt |
| PY Total Expenses | $333,343 | PYTotalExpensesAmt |
| CY Total Expenses | $364,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $99,173 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $136,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,613,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,812,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,563 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,563,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,773,767 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Raise money and accept gifts to be distributed to schools in the Boerne Independent School District to improve student achievement and to recognize and | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $318,052 | ExpenseAmt |
| Grant | $298,770 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Raise money and accept gifts to be distributed to schools in the Boerne Independent School District to improve student achievement and to recognize and encourage teaching excellence. | Desc |
| Total Program Service Expenses | $318,052 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | 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 |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marisa Kunkle | PersonNm |
| Phone | 8303572008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 Johns Road | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Wes Holland | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David Kirk | ||||||
| Executive Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Nicole Gallegos | ||||||
| VP-Development | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sara Hill | ||||||
| VP-Disbursement | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Marisa Kunkle | ||||||
| VP-Finance | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stephanie Castaneda | ||||||
| VP-Marketing | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stephanie Chandler | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jason Roller | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Oria Cloutier | ||||||
| Board Member | 1.00 | $0 | $0 | $0 | ||
| Rex Wildey | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Paige Hankins | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kim Klutts | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jessica Steubing | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tamara Thornton | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Hankins | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Fernanda Balli | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lindsey Berwick | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Josh Peterson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $396,055 | FundraisingAmt |
| All Other Contributions | $117,201 | AllOtherContributionsAmt |
| Total Contributions | $513,256 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,792 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,792 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $685,021 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,267 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,905 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $396,055 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $172,427 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$111,522 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$111,522 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$12,463 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,770 | TotalAmt |
| Program Services | $298,770 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,323 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,323 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,564 | TotalAmt |
| Program Services | $19,282 | ProgramServicesAmt |
| Management And General | $19,282 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,074 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $737 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $917 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $545 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total | $9,324 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,054 | TotalAmt |
| Program Services | $318,052 | ProgramServicesAmt |
| Management And General | $46,002 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,760 | BOYAmt |
| EOY | $176,662 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,896 | BOYAmt |
| EOY | $16,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,882 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,678 | BOYAmt |
| EOY | $1,619,229 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,334 | BOYAmt |
| EOY | $1,812,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,912 | BOYAmt |
| EOY | $38,563 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,250 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,162 | BOYAmt |
| EOY | $38,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,172 | BOYAmt |
| EOY | $1,773,767 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,172 | BOYAmt |
| EOY | $1,773,767 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,334 | BOYAmt |
| EOY | $1,812,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $136,739 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $73,856 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $438,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $388,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,256 | CurrentTaxYearAmt |
| Total | $2,138,810 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,905 | CurrentTaxYearAmt |
| Total | $217,878 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $467,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $510,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $426,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $377,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $574,161 | CurrentTaxYearAmt |
| Total | $2,356,688 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,356,688 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,792 | CurrentTaxYearAmt |
| Total | $141,067 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,792 | CurrentTaxYearAmt |
| Total | $141,067 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,497,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94350 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92380 | PublicSupportPY509Pct |
| Investment Income CY | 0.05650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,478,574 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $172,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500 | OtherExpendituresAmt |
| Administrative Expenses | $13,323 | AdministrativeExpensesAmt |
| End Year Balance | $1,635,668 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,409,338 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $132,626 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,401 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,989 | AdministrativeExpensesAmt |
| End Year Balance | $1,478,574 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,217,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $201,419 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,651 | AdministrativeExpensesAmt |
| End Year Balance | $1,409,338 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,262,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$35,064 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,423 | AdministrativeExpensesAmt |
| End Year Balance | $1,217,570 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,115,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $154,712 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,394 | AdministrativeExpensesAmt |
| End Year Balance | $1,262,057 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,882 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (16 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Cohen & Steers Realty Fd | $78,867 | F |
| Frost Growth Equity Fd | $88,683 | F |
| Harding Loevner Intl Equity Fd | $38,531 | F |
| Invesco Emerging Markets All Cap Fd | $36,705 | F |
| Ishares S&P 500 Index Fd | $154,766 | F |
| John Hancock Disciplined Value Mid Cap Fd | $77,342 | F |
| Lazard International Equity Fd | $32,316 | F |
| MFS New Discovery Value Fd | $40,997 | F |
| MFS Value Fd | $204,522 | F |
| T Rowe Price International Discovery Fd | $26,572 | F |
| T Rowe Price Mid Cap Growth Fd | $69,162 | F |
| Artisan High Income Fd | $50,482 | F |
| Frost Low Duration Bond Fd | $73,250 | F |
| Frost Total Return Bond Fd | $469,470 | F |
| Hartford World Bond Fd | $95,126 | F |
| Vanguard Short Term Investment Grade Fd | $82,438 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,619,229 | TotalBookValueProgramRltdAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Rock On Gala | Event1Nm |
| Gross Receipts Event1 | $355,425 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $318,744 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,681 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $73,688 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,160 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,398 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,526 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,806 | OtherDirectExpensesEvent1Amt |
| Event2 | Purse Mania | Event2Nm |
| Gross Receipts Event2 | $74,033 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $56,209 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,824 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,636 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,380 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,560 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,502 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,102 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,400 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $400 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,707 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $666 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $456,960 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $396,055 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,905 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $81,724 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,660 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,485 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,526 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,032 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $172,427 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$111,522 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boerne ISD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 Johns Road | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 746000372 | RecipientEIN |
| Cash Grant | $298,770 | CashGrantAmt |
| Purpose Of Grant | Educational | PurposeOfGrantTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The return is reviewed by the organization's treasurer and president before filing. |
| Pt VI, Line 19 | Governing documents, financial statements, Form 1023 and tax returns are made available to the public by contacting the organization and requesting such documents. Copies are then provided to the requestor in a timely manner. |
| Pt VI, Line 3 | The director of the organization, Yvette Reyna, is an employee of Boerne ISD. The organization reimburses BISD for 49% of her salary and benefits. She is responsible for developing fundraising and marketing plans, developing and maintaining relationships with donors, grant writing, fundraising event management, being laison between the organization and Boerne ISD and all administrative functions. |