E3 ALLIANCE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- E3 ALLIANCE (EIN 64-0963235)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-14
- IRS object ID
- 202101959349300645
- Schema version
- 2019v5.2
- 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 | 2021-07-14T14:11:50-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640963235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E3 ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E3AL | BusinessNameControlTxt |
| Phone | 5122237240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD NO 507 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787524390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DAWSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5122231099 | PhoneNum |
| Signature | 2021-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN HOLCOMB | PreparerPersonNm |
| PTIN | P01249221 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN DAWSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD NO 507 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787524390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,736,178 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.E3ALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,554,976 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,297,684 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,598,237 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,423,725 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,120 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,769 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$28,590 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,138,743 | PYTotalRevenueAmt |
| CY Total Revenue | $4,736,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,986,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,227,821 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,005 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $61,887 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $232,418 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $754,444 | PYOtherExpensesAmt |
| CY Other Expenses | $992,954 | CYOtherExpensesAmt |
| PY Total Expenses | $2,801,391 | PYTotalExpensesAmt |
| CY Total Expenses | $3,282,662 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $337,352 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,453,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,532,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,383,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $405,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $803,093 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,127,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,580,683 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $535,473 | ExpenseAmt |
| Revenue | $284,745 | RevenueAmt |
| Desc | PROVIDE OBJECTIVE DATA - THE ORGANIZATION SHOWCASES INFORMATION SO OTHERS CAN SEE THE OPPORTUNITY AND REWARD OF CHANGE IN EDUCATION SYSTEMS AND OUTCOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $669,341 | ExpenseAmt |
| Revenue | $355,931 | RevenueAmt |
| Desc | PROVIDE RESEARCH-PROVEN, DATA-DRIVEN SERVICES TO IMPROVE STUDENT OUTCOMES ACROSS THE STATE OF TEXAS INCLUDING PROFESSIONAL LEARNING AND FOLLOW-UP COACHING FOR LEADERSHIP, FACULTY, AND STAFF AT THE DISTRICT AND CAMPUS LEVELS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,070,946 | ExpenseAmt |
| Revenue | $569,490 | RevenueAmt |
| Desc | THE ORGANIZATION IS THE CATALYST FOR THE BLUEPRINT FOR EDUCATIONAL CHANGE, A STRATEGIC PLAN PROVIDING A CLEAR SET OF GOALS FOR EDUCATION IMPROVEMENT TO DRIVE THE ECONOMIC SUCCESS OF CENTRAL TEXAS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $468,030 | ExpenseAmt |
| Revenue | $213,559 | RevenueAmt |
| Desc | FOCUSES COLLABORATION - THE ORGANIZATION CONVENES AND FACILITATES COLLABORATIONS TO FOCUS ON SPECIFIC IMPROVEMENTS THAT CAN BE MADE IN OUR EDUCATION SYSTEMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $468,030 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $213,559 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,743,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARA CLIFFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122237095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 MIDDLE FISKVILLE RD 507 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALI KHATAW | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMBER CARDEN | ||||||||
| VICE CHAIR/CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASHTON CUMBERBATCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY JENKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLETTE PIERCE BURNETTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG KILLIAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE BOURGEOIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARRETT GROVES | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JODI DURON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIGUEL ROMANO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH ELSASSER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD RHODES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DAWSON | ||||||||
| PRESIDENT | 60.00 | Yes (X) | Yes (X) | $211,234 | $0 | $30,959 | ||
| TAMARA ATKINSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY BUDET | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MARTINEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT POPE | ||||||||
| CHIEF TRANSFORMATION OFFIC | 50.00 | $153,033 | $0 | $18,973 | Yes (X) | |||
| KARL NICHOLS | ||||||||
| VP OF INVESTOR DEVELOPMENT | 40.00 | $108,139 | $0 | $15,326 | Yes (X) | |||
| CARA CLIFFORD | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $108,339 | $0 | $8,208 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $580,745 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,466 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $37,500 | MembershipDuesAmt |
| All Other Contributions | $3,260,184 | AllOtherContributionsAmt |
| Total Contributions | $3,297,684 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,423,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,423,725 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,423,725 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,769 | TotalRevenueColumnAmt |
| Exclusion | $14,769 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,736,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,423,725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,596 | TotalAmt |
| Program Services | $277,082 | ProgramServicesAmt |
| Management And General | $87,835 | ManagementAndGeneralAmt |
| Fundraising | $55,679 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,807,225 | TotalAmt |
| Program Services | $1,543,253 | ProgramServicesAmt |
| Management And General | $171,146 | ManagementAndGeneralAmt |
| Fundraising | $92,826 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,887 | TotalAmt |
| Fundraising | $61,887 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,780 | TotalAmt |
| Program Services | $413,973 | ProgramServicesAmt |
| Management And General | $7,581 | ManagementAndGeneralAmt |
| Fundraising | $3,226 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,640 | TotalAmt |
| Program Services | $3,418 | ProgramServicesAmt |
| Management And General | $934 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,524 | TotalAmt |
| Program Services | $26,908 | ProgramServicesAmt |
| Management And General | $7,350 | ManagementAndGeneralAmt |
| Fundraising | $2,266 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,001 | TotalAmt |
| Program Services | $14,735 | ProgramServicesAmt |
| Management And General | $4,025 | ManagementAndGeneralAmt |
| Fundraising | $1,241 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,975 | TotalAmt |
| Program Services | $42,308 | ProgramServicesAmt |
| Management And General | $9,383 | ManagementAndGeneralAmt |
| Fundraising | $4,284 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,621 | TotalAmt |
| Program Services | $37,297 | ProgramServicesAmt |
| Management And General | $4,662 | ManagementAndGeneralAmt |
| Fundraising | $4,662 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,368 | TotalAmt |
| Program Services | $25,012 | ProgramServicesAmt |
| Management And General | $5,981 | ManagementAndGeneralAmt |
| Fundraising | $3,375 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203 | TotalAmt |
| Program Services | $149 | ProgramServicesAmt |
| Management And General | $41 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098 | TotalAmt |
| Program Services | $809 | ProgramServicesAmt |
| Management And General | $221 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PASSTHROUGHS | $335,645 | $333,709 | $899 | $1,037 |
| GIFTS & AWARDS | $19,842 | $14,618 | $3,993 | $1,231 |
| MISCELLANEOUS EXPENSES | $8,099 | $7,021 | $825 | $253 |
| STAFF DEVELOPMENT | $5,158 | $3,498 | $1,578 | $82 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282,662 | TotalAmt |
| Program Services | $2,743,790 | ProgramServicesAmt |
| Management And General | $306,454 | ManagementAndGeneralAmt |
| Fundraising | $232,418 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,364 | BOYAmt |
| EOY | $4,206,358 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,590 | BOYAmt |
| EOY | $917,688 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,456 | BOYAmt |
| EOY | $259,730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,532,410 | BOYAmt |
| EOY | $5,383,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,243 | BOYAmt |
| EOY | $432,358 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $370,735 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,243 | BOYAmt |
| EOY | $803,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,637,159 | BOYAmt |
| EOY | $3,246,511 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,008 | BOYAmt |
| EOY | $1,334,172 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,127,167 | BOYAmt |
| EOY | $4,580,683 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,532,410 | BOYAmt |
| EOY | $5,383,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,453,516 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,085,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,053,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,517,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,554,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,297,684 | CurrentTaxYearAmt |
| Total | $10,509,375 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,085,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,053,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,517,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,554,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,297,684 | CurrentTaxYearAmt |
| Total | $10,509,375 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,180,520 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,328,855 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,769 | CurrentTaxYearAmt |
| Total | $42,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,551,705 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,637,582 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80150 | 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE ANN WADE-CROUSE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 SHORE DISTRICT DRIVE 1550 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANTWRITING SUPPORT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $61,887 | RetainedByContractorAmt |
| Net To Organization | -$61,887 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $61,887 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$61,887 | TotalNetToOrganizationAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN DAWSON | ||||||||||||||
| PRESIDENT | $211,234 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,959 | $0 | $242,193 | $0 | $0 | $0 |
| MATT POPE | ||||||||||||||
| CHIEF TRANSFORMATION OFFIC | $153,033 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,973 | $0 | $172,006 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | BEGINNING IN APRIL 2020 AND DUE TO THE PANDEMIC, WE TRANSITIONED TO PROVIDING OUR SERVICES VIRTUALLY INSTEAD OF IN-PERSON. WE EXPECT THIS TO BE TEMPORARY. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY SECRETARY & TREASURER, BOARD CHAIR, FULL BOARD |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEWED AND UPDATED ANNUALLY BEFORE OFFICIAL BOARD ELECTIONS MEETING |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION CONDUCTS AN EXTERNAL REVIEW OF SIMILAR POSITIONS AS WELL AS A REVIEW OF COMPARABLE POSITIONS WITHIN A PARTNER ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST AND ARE ROUTINELY SHARED WITH OTHER STATE P-16 COUNCILS. |
| FORM 990, PART IX, LINE 11G | SUB-CONTRACTORS: PROGRAM SERVICE EXPENSES 413,973. MANAGEMENT AND GENERAL EXPENSES 7,581. FUNDRAISING EXPENSES 3,226. TOTAL EXPENSES 424,780. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS AND ITS PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE TAX YEAR. |
| FORM 990, PART VI, SECTION B, LINE 13: | THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY ON A STAND ALONE BASIS, HOWEVER MULTIPLE RETALIATION POLICIES ARE IN EFFECT THROUGH ITS HOST AND FOUNDING PARTNER ORGANIZATION, AUSTIN COMMUNITY COLLEGE. |
| FORM 990, PART VI, SECTION B, LINE 14: | THE ORGANIZATION DOES NOT HAVE A DOCUMENT RETENTION AND DESTRUCTION POLICY ON A STAND ALONE BASIS, HOWEVER IT IS PROTECTED BY THE POLICIES THROUGH ITS HOST AND FOUNDING PARTNER ORGANIZATION, AUSTIN COMMUNITY COLLEGE. |