2014-03-30T15:28:05-05:00 2013-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2012-09-01 743017895 COLLEGE FOR ALL TEXANS FOUNDATION CLOSING THE GAPS COLL 5124276233 PO BOX 12788 AUSTIN TX 78711 NINA WRIGHT 5124276233 2014-03-26 1 SEAN HOLCOMB P01249221 5123703200 2014-03-26 2012 2015-11-30 17:44:51Z NINA WRIGHT PO BOX 12788 AUSTIN TX 78711 500738 0 X WWW.COLLEGEFORALLTEXANSFOUNDATION.ORG X 2001 TX OFFICIALLY DESIGNATED AS A SUPPORT ORGANIZATION FOR THE TEXAS HIGHER EDUCATION COORDINATING BOARD, THE FOUNDATION OPERATES TO GENERATE THE RESOURCES NEEDED TO ENSURE THE SUCCESS OF THE STATE'S HIGHER EDUCATION PLAN. 13 13 4 0 0 0 3679125 484833 0 0 955 787 9429 15118 3689509 500738 1835117 964034 0 0 101210 86458 40000 40000 40000 376319 1000262 2352646 2090754 1336863 -1590016 5289550 3283836 456947 41249 4832603 3242587 X THE MISSION OF THE COLLEGE FOR ALL TEXANS FOUNDATION IS TO INCREASE PARTICIPATION AND SUCCESS IN HIGHER EDUCATION FOR ALL TEXANS. THE FOUNDATION IS A SUPPORT ORGANIZATION FOR THE TEXAS HIGHER EDUCATION COORDINATING BOARD. IT EXISTS TO RAISE PUBLIC AWARENESS AND PRIVATE SECTOR FUNDING TO SUPPORT THE STATE'S HIGHER EDUCATION PLAN, "CLOSING THE GAPS BY 2015." 0 0 1929740 964034 THE ORGANIZATION RAISES PRIVATE SECTOR CONTRIBUTIONS AND DISBURSES THE FUNDS IN SUPPORT OF THE TEXAS HIGHER EDUCATION COORDINATING BOARD'S PROGRAMS TO REACH THE FOUR GOALS OF THE STATE'S HIGHER EDUCATION PLAN, CLOSING THE GAPS BY 2015. 1929740 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 4 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X X NINA B WRIGHT 5124276233 1200 E ANDERSON LANE AUSTIN TX 78752 LORRAINE PERRYMAN 1.50 X X 0 0 0 AW WHIT RITER III 5.00 X X 0 0 0 PHILLIP DRAYER 1.00 X 0 0 0 RAYMOND MESSER 1.00 X 0 0 0 NEAL ADAMS 1.50 X X 0 0 0 FRED HELDENFELS 1.00 X 0 0 0 JOE KRIER 1.00 X 0 0 0 RICARDO CIGARROA 1.00 X 0 0 0 WOODY HUNT 1.00 X 0 0 0 CHARLES MATTHEWS 1.00 X 0 0 0 ROBERT MCGEE 1.00 X 0 0 0 ELAINE MENDOZA 1.00 X X 0 0 0 HAROLD HAHN 1.00 X 0 0 0 BILL JONES 1.00 X 0 0 0 NINA B WRIGHT 10.00 X 12000 111335 0 12000 111335 0 0 0 0 0 COLLEGE MEASURES LLC 1700 ROCKVILLE PIKE SUITE 400 ROCKVILLE MD 20852 DEVELOPMENT OF COMPARECOLLEGETX.COM WEBS 157000 1 484833 484833 787 787 12582 12582 OTHER INCOME 900099 2536 2536 2536 500738 2536 0 13369 964034 964034 12000 12000 72578 72578 1880 1880 18660 18660 40000 40000 2026 733 1293 213413 212367 1046 78300 73296 5004 5242 5242 8553 8553 CONTRACT SVCS - THECB 568512 568512 COLLEGE ADVISOR EQUIPME 64497 64497 PRINTING BROCHURES 35866 35866 OTHER EXPENSE 5193 5193 2090754 1929740 121014 40000 3014224 1726443 455629 456144 1806164 1092958 249 249 2800 2800 10484 5242 5289550 3283836 456947 41249 456947 41249 X 68784 107993 4763819 3134594 4832603 3242587 5289550 3283836 -1590016 0 X X 0 1 X 1 0 X X X 0 0 0 TEXAS HIGHER EDUCATION COORDINATING BOARD 746016766 6 1 1 1 661613 1 661613 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART I, LINE 11H: ALL PROGRAM SERVICE EXPENSES OF THE FOUNDATION ARE ASSISTANCE TO AND IN SUPPORT OF THECB PROGRAMS. THE FOUNDATION PROVIDES THIS ASSISTANCE AND SERVICE BY DISBURSING FUNDS TO THECB FOR THEIR PROGRAMS OR DIRECTLY TO PERSONS AND ORGANIZATIONS PROVIDING GOODS AND SERVICES TO THECB PROGRAMS. THE AMOUNT ON PART I, LINE 11H(VII) REPRESENTS SUPPORT PAID DIRECTLY TO THECB TO BE DISBURSED AS GRANTS FOR STUDENTS AND OTHER PROGRAM EXPENSES. THE FOUNDATION IS A TEXAS NON-PROFIT CORPORATION CHARTERED ON SEPTEMBER 4, 2001. OF THE SEVERAL TYPES OF SUPPORTING ORGANIZATIONS, THE FOUNDATION IS A 509(A)(3) "TYPE 1" AS ARTICULATED IN THE BYLAWS; A SIMPLE MAJORITY OF ITS BOARD OF TRUSTEES IS APPOINTED BY THE SUPPORTED ORGANIZATION, THE TEXAS HIGHER EDUCATION COORDINATING BOARD. THE FOUNDATION WAS ORGANIZED SPECIFICALLY TO ASSIST AND AT ALL TIMES SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE THECB, AN AGENCY OF THE STATE OF TEXAS, IN CARRYING OUT THE AUTHORIZED PURPOSES AS SET FORTH IN THE TEXAS EDUCATION CODE, VERNON'S TEXAS CODES ANNOTATED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 560438 59700 59700 500738 0 500738 2150454 59700 59700 2090754 0 2090754 X X 1 DR RAYMUND PAREDES 1200 E ANDERSON LANE AUSTIN TX 78752 MEETINGS 0 1064109 40000 1024109 1064109 40000 1024109 SCHEDULE G, PART I, LINE 2B, COLUMN II DR. RAYMUND PAREDES INITIATED CONTACTS WITH MULTIPLE FOUNDATION REPRESENTATIVES, MET WITH THEM PERSONALLY TO IDENTIFY WAYS EACH COULD HELP THE FOUNDATION AND THECB MEET THE GOALS OF CLOSING THE GAPS, AND GUIDED WORK ON RELATED WRITTEN REQUESTS FOR FUNDING. THE CONTRACT WITH PAREDES SPECIFIES DELIVERABLES AND PROVIDES FOR REIMBURSEMENT TO PAREDES FOR REASONABLE AND NECESSARY EXPENSES IN PERFORMING THE SERVICES. REIMBURSED EXPENSES TOTALED $0. 1 TEXAS HIGHER EDUCATION COORDINATING BOARD 1200 EAST ANDERSON LANE AUSTIN TX 78752 746016766 STATE OF TEXAS 661613 STUDENT FINANCIAL AID AND OTHER PROGRAM EXPENSES TEXAS A&M UNIVERSITY 1265 TAMU COLLEGE STATION TX 778431265 746000531 STATE OF TEXAS 91729 EXPENSES RELATED TO ADVISETX PROGRAM TEXAS A&M UNIVERSITY - COMMERCE P O BOX 3011 COMMERCE TX 75429 751751751 STATE OF TEXAS 70000 BACHELOR DEGREE PROGRAM DEVELOPMENT; MENTORSHIP PROGRAM TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE STREET HOUSTON TX 77004 746001391 STATE OF TEXAS 9192 SCHOLARSHIPS SOUTH TEXAS COLLEGE 3201 PECAN BLVD MCALLEN TX 78501 742683499 STATE OF TEXAS 131500 BACHELOR DEGREE PROGRAM DEVELOPMENT 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION FUNDS SUBGRANTEES AND CONTRACTS DIFFERENTLY BASED ON REQUIREMENTS OR PREFERENCES OF THE FUNDING SOURCE. IN SOME CASES, SUBGRANTEES ARE FUNDED ON A REIMBURSEMENT-ONLY BASIS. IN CASES WHERE FUNDS ARE PROVIDED IN ADVANCE, THE FOUNDATION REQUIRES A FISCAL REPORT AT THE END OF THE GRANT PERIOD, DOCUMENTING THAT ALL FUNDS WERE SPENT FOR AUTHORIZED SERVICES OR MATERIALS. WHEN FUNDING SCHOLARSHIPS, THE FOUNDATION CONFIRMS THE STUDENT'S ENROLLMENT WITH THE INSTITUTION OF HIGHER EDUCATION. THE PURPOSE OF THE COLLEGE FOR ALL TEXANS FOUNDATION: CLOSING THE GAPS IS TO PROVIDE SUPPORT TO THE TEXAS HIGHER EDUCATION COORDINATING BOARD (THECB), AN AGENCY OF THE STATE OF TEXAS, FROM THE PRIVATE SECTOR. THE FOUNDATION IS AUTHORIZED TO SUPPORT THECB PROGRAMS TO REACH THE FOUR GOALS OF THE STATE'S "CLOSING THE GAPS BY 2015" PLAN WHICH ARE TO INCREASE THE: (1) NUMBER OF STUDENTS PARTICIPATING IN HIGHER EDUCATION; (2) NUMBER OF DEGREES AND OTHER CREDENTIALS AWARDED; (3) NUMBER OF NATIONALLY RECOGNIZED PROGRAMS OR SERVICES AT COLLEGES AND UNIVERSITIES IN TEXAS; AND (4) LEVEL OF FEDERAL RESEARCH FUNDING AWARDED TO TEXAS INSTITUTIONS OF HIGHER EDUCATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND IS REVIEWED BEFORE FILING BY THE FOUNDATION'S ACCOUNTANT, EXECUTIVE DIRECTOR, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION STAFF MAINTAINS A FILE OF CONFLICT OF INTEREST STATEMENTS SIGNED BY ALL TRUSTEES. IN ADDITION, THECB LEGAL COUNSEL ATTENDS FOUNDATION MEETINGS TO ENSURE THAT TRUSTEES ARE FURTHER ADVISED OF THE REQUIREMENT TO DISCLOSE ANY DIRECT OR INDIRECT INTEREST OR RELATIONSHIP WITH A VENDOR AND TO ABSTAIN FROM PARTICIPATION IN ANY DECISION OR DISCUSSION ON A RELATED MATTER. ANY REAL OR POTENTIAL CONFLICT OF INTEREST AND TRUSTEE ABSTENTION IS TO BE RECORDED IN THE MINUTES OF THE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS THE TOP MANAGEMENT OFFICIAL OF THE COLLEGE FOR ALL TEXANS FOUNDATION, A SUPPORTING ORGANIZATION FOR THE TEXAS HIGHER EDUCATION COORDINATING BOARD. THE LEVEL OF COMPENSATION FOR THE EXECUTIVE DIRECTOR IS BASED UPON A PART-TIME EQUIVALENT OF A LIKE POSITION IN THE SUPPORTED ORGANIZATION (THECB), AND IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND/OR THE BOARD'S DESIGNEE ON AN ANNUAL BASIS AT THE TIME OF PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE AUDIT SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TEXAS HIGHER EDUCATION COORDINATING BOARD 1200 EAST ANDERSON LANE AUSTIN TX 78752 HIGHER EDUCATION TX 6 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0