DWELL WITH DIGNITY INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DWELL WITH DIGNITY INC (EIN 26-4658235)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-22
- IRS object ID
- 201432959349100303
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-22T11:41:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH STREET SUITE 700 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264658235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DWELL WITH DIGNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DWEL | BusinessNameControlTxt |
| Phone | 2148216808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 HOOD STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA NELSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2148216808 | PhoneNum |
| Signature | 2014-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI J DOLAN | PreparerPersonNm |
| PTIN | P00934271 | PTIN |
| Phone | 8173327905 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $651,298 | 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 | $327,730 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,389 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $296,541 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $34,352 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $262,189 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $262,189 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $98,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $98,856 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $707,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $361,045 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $6,502 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $143,937 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $71,969 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $71,968 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $125 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,393 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,392 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,892 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,781 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,591 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,591 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,654 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,654 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204,198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $39,481 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $138,607 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $232,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $138,607 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $265,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $222,438 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,596 | CashBOYAmt |
| Cash EOY | $417,377 | CashEOYAmt |
| Cash EOYFMV | $417,377 | CashEOYFMVAmt |
| Grants Receivable EOY | $4,529 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,529 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $18,484 | InventoriesBOYAmt |
| Inventories EOY | $74,454 | InventoriesEOYAmt |
| Inventories EOYFMV | $74,454 | InventoriesEOYFMVAmt |
| Other Investments BOY | $135,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $129,310 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,425 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,643 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $30,690 | LandBOYAmt |
| Land EOY | $23,782 | LandEOYAmt |
| Land EOYFMV | $23,782 | LandEOYFMVAmt |
| Other Assets BOY | $3,941 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,846 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,846 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $369,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $651,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $651,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,819 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,923 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $19,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,923 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $349,652 | RetainedEarningBOYAmt |
| Retained Earning EOY | $619,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $619,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $651,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $265,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,699 | OtherIncreasesAmt |
| Subtotal | $619,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $619,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $91,783 | GrossSalesPriceAmt |
| Cost Or Other Basis | $77,394 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,389 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,389 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,389 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,513 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $223,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.480033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.327105 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,229 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.519935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,814 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.933099 | DistributionYr4Rt |
| Total Distribution | 2.260172 | TotalDistributionRt |
| Average Distribution | 0.565043 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $457,427 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $258,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,502 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $365 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DWELLWITHDIGNITY.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148216808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 HOOD STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA ROBISON | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | FOUNDER & PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIM TURNER | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 20.00 | $57,240 | $0 | $0 |
| DOUG ROBISON | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN DEGROOTE | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JASON KULAS | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANGELA NASH | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JASON NEEDLEMAN | ||||||||
| 3112 HOOD ST | DALLAS | TX | 75219 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,935 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $464,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $464,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $457,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $365 | TotalTaxAmt |
| Distributable Before Adj | $22,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $20,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,322 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,228 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $183,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,996 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,816 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,956 | ExcessFromYear4Amt |
| Excess From Year3 | $27,322 | ExcessFromYear3Amt |
| Excess From Year2 | $39,228 | ExcessFromYear2Amt |
| Excess From Year1 | $96,314 | ExcessFromYear1Amt |
| Excess From Current Year | $209,996 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA ROBISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,389 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $30,223 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $262,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,643 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRINKER INTERNATIONAL | |||||||
| 1 | 6820 LBJ FREEWAY | DALLAS | TX | 75240 | $10,000 | Yes (X) | |
| DAVID ROBISON | |||||||
| 2 | 27600 WILDWOOD DR | ADEL | IA | 50003 | $5,111 | Yes (X) | |
| LISA DOUG ROBISON | |||||||
| 3 | 4300 N CENTRAL EXPRESSWAY STE 360 | DALLAS | IL | 75201 | $25,670 | Yes (X) | |
| SHAFER SYSTEMS | |||||||
| 4 | 1661 ORIOLE | FLOWER MOUND | TX | 75022 | $10,000 | Yes (X) | |
| VALERIE SHREVE | |||||||
| 5 | 4635 LORRAINE AVE | DALLAS | TX | 75209 | $18,000 | Yes (X) | |
| LISA DOUG ROBISON | |||||||
| 6 | 4300 N CENTRAL EXPRESSWAY STE 360 | DALLAS | TX | 75201 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 154.93 UNION PACIFIC CORP | $5,112 | 2013-08-26 |
| 3 | 106.962 ISHS S&P 500 SMCP | $25,670 | 2013-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,393 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,392 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2009-07-01 | $5,954 | $4,167 | 60.000000000000 | $1,191 | $0 | $1,191 | $5,358 |
| WEBSITE | 2011-07-01 | $2,500 | $750 | 60.000000000000 | $500 | $0 | $500 | $1,250 |
| ORGANIZATION COSTS | 2009-07-01 | $6,619 | $6,215 | 60.000000000000 | $404 | $0 | $404 | $6,619 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2010-07-01 | $5,000 | $2,500 | SL | 5.000000000000 | $1,000 | $0 | $1,000 |
| EQUIPMENT | 2011-07-01 | $629 | $189 | SL | 5.000000000000 | $126 | $0 | $126 |
| EQUIPMENT | 2012-12-31 | $4,840 | SL | 5.000000000000 | $968 | $0 | $968 | |
| EQUIPMENT | 2012-12-31 | $3,676 | SL | 5.000000000000 | $735 | $0 | $735 | |
| VEHICLES | 2012-08-17 | $20,452 | $1,363 | SL | 5.000000000000 | $4,090 | $0 | $4,090 |
| EQUIPMENT - APPLE COMPUTER | 2013-03-25 | $1,828 | SL | 3.000000000000 | $1,672 | $0 | $1,672 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $129,310 | BookValueAmt |
| EOYFMV | $129,310 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| EQUIPMENT | $5,000 | $3,500 | $1,500 |
| EQUIPMENT | $629 | $315 | $314 |
| EQUIPMENT | $4,840 | $968 | $3,872 |
| EQUIPMENT | $3,676 | $735 | $2,941 |
| VEHICLES | $20,452 | $5,453 | $14,999 |
| EQUIPMENT - APPLE COMPUTER | $1,828 | $1,672 | $156 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEBSITE | $1,787 | $596 | $596 |
| WEBSITE | $1,750 | $1,250 | $1,250 |
| ORGANIZATION COSTS | $404 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $54,364 | $0 | $0 | $54,364 |
| NONPERSONNEL EXPENSES | $48,084 | $0 | $24,042 | $24,042 |
| OTHER EXPENSE | $8,976 | $0 | $4,488 | $4,488 |
| FACILITIES AND EQUIPMENT | $21,901 | $0 | $10,951 | $10,950 |
| FUNDRAISER EXPENSES | $68,633 | $0 | $0 | $0 |
| MISCELLANEOUS | $145 | $0 | $0 | $0 |
| AMORTIZATION | $2,095 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $98,856 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $98,856 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $4,699 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| LISA ROBISON | |||
| 4300 N CENTRAL EXPRESSWAY SUITE 360 | DALLAS | TX | 75206 |
| DAVID ROBISON | |||
| 27600 WILDWOOD DR | ADEL | IA | 500038602 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $17,673 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,892 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,781 | DisbursementsCharitablePrpsAmt |