DWELL WITH DIGNITY INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DWELL WITH DIGNITY INC (EIN 26-4658235)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331369349100403
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:47:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264658235 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DWELL WITH DIGNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DWEL | NameControl |
| Phone | 2148216808 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA ROBISON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2148216808 | Phone |
| Date Signed | 2013-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M STEWART | Name |
| PTIN | P00415184 | PTIN |
| Phone | 8173327905 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 369471 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 210035 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Gross Sales Less Returns And Allwnc | 154107 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 33328 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | 120779 | GrossProfitRevAndExpnss |
| Gross Profit Adj Net Incm | 120779 | GrossProfitAdjNetIncm |
| Other Income Rev And Expnss | 30250 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 30250 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 361080 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 151029 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36167 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 4109 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 32058 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 40500 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 20225 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 20225 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 405 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 405 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4403 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2202 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2201 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12882 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 11007 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1875 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14795 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 11958 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 2837 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4180 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 4180 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 8951 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 4478 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 4477 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4053 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 2027 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2026 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 77161 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 35347 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 41814 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 203497 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 95938 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 107513 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 203497 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 95938 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 107513 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 157583 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16 | NetInvestmentIncome |
| Adjusted Net Income | 55091 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 161692 | CashBOY |
| Cash EOY | 180596 | CashEOY |
| Cash EOYFMV | 180596 | CashEOYFMV |
| Inventories For Sale Or Use BOY | 27439 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 18484 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 18484 | InventoriesForSaleOrUseEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 135760 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 135760 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 49671 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 15040 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 9293 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 34631 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 34631 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 198424 | TotalAssetsBOY |
| Total Assets EOY | 369471 | TotalAssetsEOY |
| Total Assets EOYFMV | 369471 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6957 | AccountsPayableBOY |
| Accounts Payable EOY | 19819 | AccountsPayableEOY |
| Total Liabilities BOY | 6957 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19819 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 191467 | RetainedEarningsBOY |
| Retained Earnings EOY | 349652 | RetainedEarningsEOY |
| Total Net Assets BOY | 191467 | TotalNetAssetsBOY |
| Total Net Assets EOY | 349652 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 198424 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 369471 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 191467 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 157583 | ExcessOfRevenueOverExpenses |
| Other Increases | 602 | OtherIncreases |
| Subtotal | 349652 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 349652 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46306 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 141563 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.327105 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30229 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 58140 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.519935 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21814 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 23378 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.933099 | DistributionRatioYear3 |
| Total Distribution Ratio | 1.780139 | TotalDistributionRatio |
| Average Distribution Ratio | 0.593380 | AverageDistributionRatio |
| Net Noncharitable Assets | 223970 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 132899 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 132899 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 107513 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | DWELLWITHDIGNITY.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA ROBISON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2148216808 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 36167 | 0 | 60 |
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11313 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 171144 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 44924 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 227381 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 227381 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3411 | CashDeemedCharitable |
| Net Noncharitable Assets | 223970 | NetNoncharitableAssets |
| Minimum Investment Return | 11199 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11199 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 11199 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 11199 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 11199 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 107513 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 107513 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 107513 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11199 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 20956 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 27322 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39228 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 87506 | TotalExcessDistriCarryover |
| Qualifying Distributions | 107513 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11199 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 96314 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 183820 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 183820 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 20956 | ExcessFromYear3 |
| Excess From Year2 | 27322 | ExcessFromYear2 |
| Excess From Year1 | 39228 | ExcessFromYear1 |
| Excess From Current Year | 96314 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA ROBISON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $4,424 | UnrelatedBusinessIncomeAmount |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $120,779 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $4,424 | UnrelatedBusinessIncomeAmount |
| Exclusion | $120,795 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 125219 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (9 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | LISA DOUG ROBISON | 4300 N CENTRAL EXPRESSWAY SUITE 360 | DALLAS | TX | 75206 | 30726 | X |
| 2 | DAVID ROBISON | 27600 WILDWOOD DR | ADEL | IA | 50003 | 5018 | X |
| 3 | KAPPA KAPPA GAMMA DALLAS ALUMNI ASS | PO BOX 12362 | DALLAS | TX | 75225 | 19900 | X |
| 4 | NEIMAN MARCUS | 1618 MAIN ST | DALLAS | TX | 75201 | 20000 | X |
| 5 | BRINKER INTERNATIONAL | 6820 LBJ FREEWAY | DALLAS | TX | 75240 | 10000 | X |
| 6 | SHAFER SYSTEMS | 1000 FLAG RD | ADAIR | IA | 50002 | 5000 | X |
| 7 | WELLS FARGO | 420 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 5000 | X |
| 8 | INTERNATIONAL INTERIOR DESIGN ASSOC | 222 MERCHANDISE MART STE 567 | CHICAGO | IL | 60654 | 9600 | X |
| 9 | JANE PARKER | 7323 LAKEWOOD BLVD | DALLAS | TX | 75214 | 5500 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,403 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 2202 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2201 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2009-07-01 | 5954 | 2977 | SL | 5.000000000000 | 1191 | 0 | 1191 |
| EQUIPMENT | 2010-07-01 | 5000 | 1500 | SL | 5.000000000000 | 1000 | 0 | 1000 |
| WEBSITE | 2011-07-01 | 2500 | 250 | SL | 5.000000000000 | 500 | 0 | 500 |
| EQUIPMENT | 2011-07-01 | 629 | 63 | SL | 5.000000000000 | 126 | 0 | 126 |
| EQUIPMENT | 2012-12-31 | 4840 | SL | 5.000000000000 | 0 | 0 | 0 | |
| EQUIPMENT | 2012-12-31 | 3676 | SL | 5.000000000000 | 0 | 0 | 0 | |
| VEHICLES | 2012-08-17 | 20452 | SL | 5.000000000000 | 1363 | 0 | 1363 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BAIRD ACCOUNT | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 135760 | BookValue |
| EOYFMV | 135760 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (7 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| WEBSITE | 5954 | 4168 | 1786 |
| EQUIPMENT | 5000 | 2500 | 2500 |
| WEBSITE | 2500 | 750 | 1750 |
| EQUIPMENT | 629 | 189 | 440 |
| EQUIPMENT | 4840 | 0 | 4840 |
| EQUIPMENT | 3676 | 0 | 3676 |
| VEHICLES | 20452 | 1363 | 19089 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ORGANIZATIONAL EXPENSES | Category |
| Amount | $405 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 405 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROGRAM | 32295 | 0 | 0 | 32295 |
| GEN ADMIN | 18575 | 0 | 9288 | 9287 |
| PAYROLL EXPENSES | 465 | 0 | 233 | 232 |
| FUNDRAISER EXPENSES | 25826 | 0 | 25826 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Description |
| Revenue And Expenses Per Books | 30250 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 30250 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIXED ASSET AND DEPRECIATION FOR BOOK BALANCE SHEET | Description |
| Amount | $602 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROFESSIONAL FEES | $3,750 | 0 | 1875 | 1875 |
| PROFESSIONAL FUNDRAISING FEES | $9,132 | 0 | 9132 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $5,674 | 0 | 2837 | 2837 |
| SALES AND OTHER TAXES | $9,121 | 0 | 9121 | 0 |