TEXAS RESEARCH AND TECHNOLOGY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS RESEARCH AND TECHNOLOGY FOUNDATION (EIN 74-2311260)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349310368
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T16:17:20-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 REUNION PLACE SUITE 400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782164137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742311260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Research And Technology Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C DENISE BREEDLOVE | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 2106744177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14785 OMICRON DRIVE | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78245 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN YORK DUNCAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2103419400 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John R Bruce CPA | PreparerPersonNm |
| PTIN | P00083353 | PTIN |
| Phone | 2103419400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN YORK DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14785 OMICRON DRIVE NO 100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78245 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,790,318 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRTF-T3DC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S PRIMARY MISSION IS TO BUILD A WORLD-CLASS CENTER OF BIOSCIENCE RESEARCH,MEDICAL EDUCATION AND JOB CREATION. THE GOAL IS TO PROVIDE HEALTH (CONT. IN SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $488,488 | PYContributionsGrantsAmt |
| CY Contributions Grants | $103,078 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,578,937 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $911,833 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,930 | PYInvestmentIncomeAmt |
| CY Investment Income | $366,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$69,977 | PYOtherRevenueAmt |
| CY Other Revenue | $13,588 | CYOtherRevenueAmt |
| PY Total Revenue | $2,069,378 | PYTotalRevenueAmt |
| CY Total Revenue | $1,395,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,155 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,142 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $732,987 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $575,488 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,517,250 | PYOtherExpensesAmt |
| CY Other Expenses | $1,624,350 | CYOtherExpensesAmt |
| PY Total Expenses | $2,273,392 | PYTotalExpensesAmt |
| CY Total Expenses | $2,206,980 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$204,014 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$811,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,640,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,947,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,010,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,057,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,629,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,889,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S PRIMARY MISSION IS TO BUILD A WORLD-CLASS CENTER OF BIOSCIENCE RESEARCH, MEDICAL EDUCATION AND JOB CREATION. THE GOAL IS TO PROVIDE HEALTH CARE BENEFITS FOR MANKIND. TO THIS END, A BUSINESS ACCELERATOR AND PRE-SEED FUND HAVE BEEN ESTABLISHED TO SUPPORT AND CONTINUE THE GROWTH OF BIO-MEDICAL EDUCATION AND RELATED INDUSTRY IN SAN ANTONIO AND BEXAR COUNTY. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,651,716 | ExpenseAmt |
| Grant | $7,142 | GrantAmt |
| Revenue | $913,958 | RevenueAmt |
| Desc | TEXAS RESEARCH PARK OPERATIONS: PAWEL VILLAGE APARTMENTS OFFERS ON-SITE HOUSING FOR THE GRADUATE LEVEL RESEARCHERS AND EMPLOYEES OF THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER WEST CAMPUS LOCATED IN THE TEXAS RESEARCH PARK. THESE APARTMENTS ARE LEASED AT BELOW MARKET RATES, WITH TRTF SUBSIDIZING RENT, MANAGEMENT AND ADMINISTRATIVE OPERATIONS. TRTF MAINTAINS THE NATURE TRAIL THAT IS OPEN TO THE PUBLIC AND ALL THE GROUNDS IN THE 1200 ACRE PARK. PLEDGED SUPPORT OF INITIATIVES THAT EXTEND OVER THE NEXT YEAR: FUNDING OF THE MASTER PARTICIPATION AGREEMENT WHICH BROUGHT INCUBE LABS TO SAN ANTONIO, AND THE MCDERMOTT PRE-SEED FUND ESTABLISHED TO FUND EARLY STAGE EMERGING TECHNOLOGY COMPANIES AND OPERATE A BUSINESS ACCELERATOR. TECHNOLOGY-BASED ECONOMIC DEVELOPMENT: A QUARTERLY LUNCHEON PROGRAM WAS INSTITUTED WHEREBY EMERGING TECHNOLOGY AND EARLY STAGE TECHNOLOGY COMPANIES ARE INTRODUCED TO INVESTORS AND SERVICE PROVIDERS. TRTF SUBSIDIZED THESE EVENTS, THE GOAL OF WHICH IS TO ADVANCE THE RESEARCH AND GROWTH OF THESE COMPANIES. IN ADDITION, FUND RAISING EFFORTS CONTINUE TO SUPPORT TECHNOLOGY-BASED ECONOMIC DEVELOPMENT PROJECTS, TO CONSTRUCT LABORATORY FACILITIES FOR START-UPS AND TO PROMOTE THE EXPANSION OF THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER WEST. LEASING OF PROPERTY TO SUPPORT RESEARCH: TRTF LEASES LAB, MANUFACTURING, AND OFFICE SPACE AT THE TEXAS RESEARCH PARK AND THE T3DC, LLC INCUBATOR FACILITY FOR RESEARCH AND MEDICAL PURPOSES. | Desc |
| Total Program Service Expenses | $1,651,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DENISE BREEDLOVE | PersonNm |
| Phone | 2106744177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14785 OMICRON DRIVE NO 100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78245 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES R DUBLIN | ||||||
| CHAIRMAN | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN M DUFILHO | ||||||
| VICE CHAIRMAN | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN F LEFLORE | ||||||
| TREASURER | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES M SUMMERS | ||||||
| SECRETARY | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAULI AGRAWAL | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| J DAN BATES | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRUCE B BARSHOP | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN W FEIK | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EDWARD A CROSS II | ||||||
| TRUSTEE | 3.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT M CAVENDAR | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| T PATRICK DUNCAN | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| F NELSON FINCH II | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DONALD B FROST | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN C HALL | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM E GREEHEY | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM E HENRICH | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J RANDOLPH HARIG | ||||||
| TRUSTEE | 0.5 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KARUTZ SR | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JACK P KELLY | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN C KERR | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| H DRAKE LEDDY | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MILTON B LEE | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN Q LEE | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| BRUCE LESLIE | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TERRELL MCCOMBS | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOE C MCKINNEY | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS MUSI | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ELAINE MENDOZA | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B PRICE | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP J PFEIFFER | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID SPENCER | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICARDO ROMO | ||||||
| TRUSTEE | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KENNETH P TREVETT | ||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DAVID WEISS | ||||||
| TRUSTEE | 0.0 | Yes (X) | ||||
| JOHN YORK DUNCAN | ||||||
| PRESIDENT | 40.0 | Yes (X) | $206,664 | $0 | $12,860 | |
| C DENISE BREEDLOVE | ||||||
| CFO | 40.0 | Yes (X) | $102,761 | $0 | $8,555 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $309,425 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,415 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $103,078 | AllOtherContributionsAmt |
| Noncash Contributions | $18,653 | NoncashContributionsAmt |
| Total Contributions | $103,078 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED LEASE REVENUES | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $911,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,125 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $909,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $911,833 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,424 | TotalRevenueColumnAmt |
| Exclusion | $28,424 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $727,895 | SecuritiesAmt |
| Other | $5,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $394,877 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,018 | SecuritiesAmt |
| Other | $5,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,518 | TotalRevenueColumnAmt |
| Exclusion | $338,518 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Consulting Fees | 541610 | $3,300 | $3,300 |
| OTHER INCOME | 531120 | $10,288 | $10,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,588 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,395,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,125 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,290,238 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,142 | TotalAmt |
| Program Services | $7,142 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,840 | TotalAmt |
| Program Services | $259,010 | ProgramServicesAmt |
| Management And General | $71,830 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,966 | TotalAmt |
| Program Services | $80,611 | ProgramServicesAmt |
| Management And General | $22,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,270 | TotalAmt |
| Program Services | $87,112 | ProgramServicesAmt |
| Management And General | $24,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,412 | TotalAmt |
| Program Services | $23,809 | ProgramServicesAmt |
| Management And General | $6,603 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,363 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $32,363 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,963 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $23,963 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,216 | TotalAmt |
| Program Services | $116,819 | ProgramServicesAmt |
| Management And General | $32,397 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,762 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,406 | TotalAmt |
| Program Services | $111,488 | ProgramServicesAmt |
| Management And General | $30,918 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,775 | TotalAmt |
| Program Services | $11,567 | ProgramServicesAmt |
| Management And General | $3,208 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,206 | TotalAmt |
| Program Services | $463,630 | ProgramServicesAmt |
| Management And General | $128,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,392 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,392 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,393 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,393 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465 | TotalAmt |
| Program Services | $1,147 | ProgramServicesAmt |
| Management And General | $318 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,338 | TotalAmt |
| Program Services | $360,393 | ProgramServicesAmt |
| Management And General | $99,945 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,556 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $21,556 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS & MAINTENANCE | $129,881 | $101,682 | $28,199 |
| MEALS & ENTERTAINMENT | $8,117 | $6,355 | $1,762 |
| MISCELLANEOUS EXPENSES | $26,517 | $20,951 | $5,566 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,206,980 | TotalAmt |
| Program Services | $1,651,716 | ProgramServicesAmt |
| Management And General | $555,264 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,227 | BOYAmt |
| EOY | $561,196 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,390 | BOYAmt |
| EOY | $255,308 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,104 | BOYAmt |
| EOY | $22,189 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,789 | BOYAmt |
| EOY | $107,259 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,600 | BOYAmt |
| EOY | $27,600 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,303 | BOYAmt |
| EOY | $70,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,606,075 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,002,178 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,832,822 | BOYAmt |
| EOY | $14,603,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,365 | BOYAmt |
| EOY | $617,609 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,169 | BOYAmt |
| EOY | $640,903 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,537 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,719 | BOYAmt |
| EOY | $25,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,640,488 | BOYAmt |
| EOY | $16,947,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,151 | BOYAmt |
| EOY | $593,990 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,500 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389 | BOYAmt |
| EOY | $137,495 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $24,207 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,520 | BOYAmt |
| EOY | $51,564 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,560 | BOYAmt |
| EOY | $1,057,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,404,928 | BOYAmt |
| EOY | $15,664,819 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,629,928 | BOYAmt |
| EOY | $15,889,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,640,488 | BOYAmt |
| EOY | $16,947,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$811,539 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,430 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $488,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,078 | CurrentTaxYearAmt |
| Total | $860,371 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,223,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,285,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $952,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,578,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $909,358 | CurrentTaxYearAmt |
| Total | $5,949,992 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,412,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,345,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,067,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,436 | CurrentTaxYearAmt |
| Total | $6,810,363 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,810,363 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,899 | CurrentTaxYearAmt |
| Total | $209,808 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,899 | CurrentTaxYearAmt |
| Total | $209,808 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$7,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$72,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,588 | CurrentTaxYearAmt |
| Total | -$32,307 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,539,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,403,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $982,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,006,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,056,923 | CurrentTaxYearAmt |
| Total | $6,987,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45430 | PublicSupportPY509Pct |
| Investment Income CY | 0.03003 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04821 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,481,369 | OtherCostOrOtherBasisAmt |
| Book Value | $8,481,369 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,474,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,602,605 | DepreciationAmt |
| Book Value | $5,872,372 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,761 | DepreciationAmt |
| Book Value | $111,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $393,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $254,812 | DepreciationAmt |
| Book Value | $138,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,603,897 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposits | Desc |
| Amt | $51,564 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,564 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,466,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $71,430 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $71,430 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,395,441 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,395,441 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,206,980 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,206,980 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,206,980 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTSA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UTSA CIRCLE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 746000203 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
| Purpose Of Grant | CITE Program | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 - Procedures for Monitoring the use of grant funds in U.S. | FormAndLineReferenceDesc |
| Explanation | TEXAS RESEARCH AND TECHNOLOGY FOUNDATION DONATED $7,500 TO UTSA FOR THE CENTER FOR INNOVATION AND TECHNOLOGY ENTREPRENEURSHIP (CITE) SCHOLARSHIP FUND. THIS SCHOLARSHIP IS AWARDED TO A CURRENT GRADUATE STUDENT AT THE UNIVERSITY AND FURTHER MONITORING IS NOT DEEMED NECESSARY OR BENEFICIAL TO THE PURPOSE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN YORK DUNCAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $148,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $55,920 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,744 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,360 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,500 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $219,524 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 2 - Significant Program Services not listed on Prior Year | Texas Research & Technology Foundation became a Regional Center for Innovation and Commercialization for the Texas Emerging Technology Fund (TETF), administered by the Office of the Governor. As such, emerging technology companies are screened, coached and sent to the statewide TETF Advisory Council. If accepted by the statewide TETF Advisory Council, and approved by the State Leadership, are funded by the TETF. |
| Part VI, Line 11b - Process to Review the Form 990 | THE TRTF'S CFO WILL PROVIDE A COPY OF THE COMPLETED FORM 990 AND REQUIRED SCHEDULES TO THE FOUNDATION'S BUSINESS AFFAIRS AND EXECUTIVE COMMITTEES, WITH NOTES DESCRIBING EACH SECTION AND SCHEDULE, PLUS A COPY OF THE 2012 AUDITED FINANCIAL STATEMENTS. ANY QUESTIONS WILL BE REVIEWED WITH THE PREPARER. AFTER A FINAL REVIEW AND APPROVAL OF THE EXECUTIVE COMMITEE, A COPY OF THE FORM WILL BE PROVIDED TO THE FOUNDATION'S TRUSTEES AT ITS ANNUAL MEETING. |
| Part VI, Line 12c - Monitoring Compliance w/Conflict of Interest Policy | THE TRTF REQUIRES THAT EACH TRUSTEE REVIEW AND RETURN A SIGNED COPY OF THE CONFLICTS OF INTEREST POLICY EACH YEAR AT ITS ANNUAL MEETING. TRTF'S PRESIDENT AND COMPLIANCE COMMITTEE MEMBERS FOLLOW-UP WITH INDIVIDUAL TRUSTEES TO ENSURE THAT EACH TRUSTEE HAS MADE THE REQUIRED ANNUAL DISCLOSURES. TRUSTEES ARE REMINDED THAT THEY ARE REQUIRED TO PROVIDE WRITTEN UPDATES TO THE CHAIRMAN IF CIRCUMSTANCES CHANGE DURING THE YEAR, REQUIRING AN AMENDED REPORT. BOARD OF TRUSTEE MEETING MINUTES ALSO RECORD SPECIFIC INSTANCES WHERE A TRUSTEE ABSTAINS FROM VOTING BECAUSE HE/SHE BELIEVES THEY HAVE A CONFLICT OF INTEREST. |
| Part VI, Line 15a - Review of CEO or Top Mgmt Official Compensation | THE TRTF BUSINESS AFFAIRS COMMITTEE IS AUTHORIZED BY THE BOARD OF TRUSTEES TO REVIEW, EVALUATE AND MAKE RECOMMENDATIONS TO SET SALARIES AND TO APPROVE INCREASES. THE COMMITTEE USES DATA OBTAINED FROM LOCAL INSTITUTIONS AND/OR FOUNDATIONS IN ADDITION TO COMPENSATION SURVEYS OBTAINED FROM NATIONAL AND LOCAL STAFFING ORGANIZATIONS TO DETERMINE ARRANGE OF RATES BEFORE MAKING A RECOMMENDATION TO THE BOARD OF TRUSTEES. FINAL REVIEW AND APPROVAL IS REQUIRED BY THE BOARD OF TRUSTEES AT THE NEXT SCHEDULED MEETING BEFORE THE RATE IS EFFECTED. DOCUMENTATION INCLUDES COMPARATIVE DATA, COMMITTEE NOTES, AND APPROVED MINUTES FROM THE COMMITTEE AND BOARD MEETINGS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN DECEMBER 2013. |
| Part VI, Line 15b - Review of Other Officer or Key Employees Compensation | IN DECEMBER 2012, THE ORGANIZATION OBTAINED A COMPENSATION REPORT FROM AN INDEPENDENT COMPENSATION CONSULTING FIRM. THEIR REVIEW IS BASED ON COMPENSATION SURVEYS, COMPENSATION PACKAGES OFFERED BY SIMILAR ORGANIZATIONS IN OUR PEER GROUP, AND MARKET COMPETITIVE ANALYSES. THE ORGANIZATION DEEMED APPROPRIATE TO USE THIS REPORT WHEN REVIEWING OTHER OFFICERS COMPENSATION IN 2013. |
| PART VI, LINE 19 - DOCUMENTS AVAILABLE TO PUBLIC UPON REQUEST | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST, AT NO CHARGE, AT THE FOUNDATION'S OFFICE,14785 OMICRON DRIVE, SUITE 100, SAN ANTONIO, TX 78245. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T3DC LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14785 OMICRON DRIVE STE 100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78245 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273188112 | EIN |
| Primary Activities | BUS. ACCEL | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $305,132 | TotalIncomeAmt |
| End Of Year Assets | $1,000,870 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART I - RELATED ENTITY INFORMATION | FormAndLineReferenceDesc |
| Explanation | Schedule R, Part I, Column (F) T3DC, LLC: Texas Research and Technology Foundation | ExplanationTxt |