GREAT WORK EDUCATION HOLDINGS INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREAT WORK EDUCATION HOLDINGS INC (EIN 47-1688990)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202101319349103000
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T15:47:11-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471688990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT WORK EDUCATION HOLDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARI HARRIS | InCareOfNm |
| Business Name Control | GREA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4794641500 | PhoneNum |
| Signature | 2001-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kent C Crouch | PreparerPersonNm |
| PTIN | P00810750 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,640,900 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,688,656 | ContriRcvdRevAndExpnssAmt |
| Other Income Rev And Expnss | $148,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $148,088 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,836,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $148,088 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,485 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,485 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,256 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,664 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $27,664 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $455,495 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $455,495 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $62,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $62,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $635,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $455,495 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $635,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $455,495 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,201,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,794,777 | CashBOYAmt |
| Cash EOY | $945,686 | CashEOYAmt |
| Cash EOYFMV | $945,686 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,019,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,019,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,944,978 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,738,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $988,333 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,388,554 | LandBOYAmt |
| Land EOY | $18,750,236 | LandEOYAmt |
| Land EOYFMV | $18,750,236 | LandEOYFMVAmt |
| Total Assets BOY | $21,202,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,715,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,640,900 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $6,688,656 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $6,688,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,513,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,715,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,513,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,715,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,202,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,715,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,513,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,201,247 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,715,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,715,057 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,800,673 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,335,059 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.599943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,029,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,762,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.630139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,238,366 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,906,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.223228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,677,295 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $812,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.065286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $877,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $128,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.854865 | DistributionYr5Rt |
| Total Distribution | 15.373461 | TotalDistributionRt |
| Average Distribution | 3.074692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,949,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,216,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,216,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,002,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,331 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,331 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,331 | OverpaymentAmt |
| Applied To ES Tax | $4,331 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARI HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES WALTON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 1.0 | $0 | $0 | $0 |
| NACCAMAN WILLIAMS | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SECRETARY | 1.0 | $0 | $0 | $0 |
| ROBERT A SMITH | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREAT WORK INC | |||||
| 5703 25TH sTREET | EDGEWATER | CO | 80214 | MANAGEMENT SERVICES | $64,053 |
| CROSSLAND CONSTRUCTION COMPANY INC | |||||
| PO BOX 45 833 S EAST AVENUE | COLUMBUS | KS | 66725 | CONSTRUCTION | $251,233 |
| MOA ARCHITECTURE | |||||
| 414 14TH STREET 300 | DENVER | CO | 80202 | ARCHITECTURE | $134,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PURCHASE OF PROPERTY FOR MAINTENANCE AND USE FOR OTHER NONPROFIT ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,822,178 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,944,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,079,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,024,406 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,024,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,949,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,822,178 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,002,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,002,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-05-11 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year3 | $38,990 | Year3Amt |
| Total | $38,990 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year3 | $33,142 | Year3Amt |
| Total | $33,142 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,002,180 | CurrentYearAmt |
| Year1 | $3,800,673 | Year1Amt |
| Year2 | $10,029,257 | Year2Amt |
| Year3 | $4,238,366 | Year3Amt |
| Total | $20,070,476 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $724,634 | Year1Amt |
| Year2 | $218,041 | Year2Amt |
| Total | $942,675 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,002,180 | CurrentYearAmt |
| Year1 | $3,076,039 | Year1Amt |
| Year2 | $9,811,216 | Year2Amt |
| Year3 | $4,238,366 | Year3Amt |
| Total | $19,127,801 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $164,968 | CurrentYearAmt |
| Year1 | $211,179 | Year1Amt |
| Year2 | $92,089 | Year2Amt |
| Year3 | $63,311 | Year3Amt |
| Total | $531,547 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $148,088 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,088 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,088 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RENTAL INCOME RECEIVED FROM MONTESSORI SCHOOLS AFTER RENOVATION OF BUILDINGS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WEND II INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,688,656 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREP | CategoryTxt |
| Amt | $11,820 | Amt |
| Disbursements Charitable Prps | $11,820 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| 6001 W 16TH BLDG | 2015-01-21 | $269,332 | $30,794 | M39 | 39 | $6,906 | $6,906 |
| 6001 W 16TH LAND | 2015-01-21 | $149,974 | L | ||||
| 6001 W 16TH IMPROV | 2016-06-13 | $19,268 | $1,503 | M39 | 39 | $494 | $494 |
| CTR ST S - LAND | $837,569 | ||||||
| 6001 W 16TH BLDG | 2015-01-21 | $2,490 | $256 | M39 | 39 | $64 | $64 |
| MODULAR CLASSROOMS | 2017-09-01 | $32,713 | $1,734 | M39 | 39 | $839 | $839 |
| CTR ST N - LAND | $738,649 | L | |||||
| 6001 W 16TH STREET | 2018-08-01 | $1,010 | $23 | M39 | 39 | $26 | $26 |
| CENTER STREET NORT | 2018-08-01 | $655 | $15 | M39 | 39 | $17 | $17 |
| CENTER ST. SOUTH | 2018-08-01 | $12,666,186 | $324,774 | M39 | 39 | $324,774 | $324,774 |
| FURNITURE/FIXTURES | 2018-08-01 | $52,093 | $7,442 | DDB | 7 | $12,757 | $12,757 |
| COMPUTER EQUIPMENT | 2018-08-01 | $69,070 | $13,814 | DDB | 5 | $22,102 | $22,102 |
| FURN. & FIXTURES | 2017-08-15 | $6,156 | $2,073 | DDB | 7 | $1,167 | $1,167 |
| 6001 W 16TH STREET | 2017-07-01 | $1,266,581 | $63,646 | M39 | 39 | $32,475 | $32,475 |
| CENTER ST. NORTH | 2017-08-01 | $1,791,049 | $86,167 | M39 | 39 | $45,922 | $45,922 |
| 6001 W 16TH ST. | 2017-10-06 | $13,597 | $597 | M39 | 39 | $349 | $349 |
| 6001 W 16TH IMPROV | 2020-04-10 | $4,600 | M39 | 39 | $25 | $25 | |
| CENTER ST N IMPROV | 2019-12-09 | $1,112 | M39 | 39 | $15 | $15 | |
| CENTER ST S IMPROV | 2020-02-28 | $86,107 | M39 | 39 | $829 | $829 | |
| 3636 OSAGE STREET | 2020-03-06 | $467,691 | M39 | 39 | $3,503 | $3,503 | |
| 3636 OSAGE ST LAND | 2020-03-06 | $988,142 | L | ||||
| NAVAJO ST IMPROV | 2020-01-17 | $274,525 | M39 | 39 | $3,231 | $3,231 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HIGHER GROUND EDUCATION | StockNm |
| EOY Book Value | $1,019,135 | EOYBookValueAmt |
| EOYFMV | $2,944,978 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,485 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,485 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| UTILITIES | $8,029 | $8,029 |
| INSURANCE EXPENSE | $45,315 | $45,315 |
| REPAIRS & MAINTENANCE | $6,074 | $6,074 |
| SUPPLIES | $2,517 | $2,517 |
| MISCELLANEOUS | $842 | $842 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Revenue And Expenses Per Books | $148,088 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $148,088 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MANAGEMENT FEES | $61,536 | $61,536 |
| PROFESSIONAL SERVICES | $2,720 | $2,720 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WEND II INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROPERTY TAXES | $26,664 | $26,664 |
| EXCISE TAX | $1,000 | $1,000 |