MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA INC (EIN 76-0116615)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-13
- IRS object ID
- 201241959349300519
- Schema version
- 2010v3.7
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-13T10:53:00-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 1100 | AddressLine1 |
| City | FT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760116615 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF THE TEXAS | BusinessNameLine1 |
| Business Name Line2 | Gulf Coast & Louisiana Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAKE | NameControl |
| Phone | 7139429474 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1604 Bissonnet Street | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770051816 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA HENDERSON | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Date Signed | 2012-07-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173351900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Teresa Andrepont | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1604 Bissonnet St | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770051816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5182060 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.texgulf.wish.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana, Inc. grants wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3328773 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3402895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 411142 | InvestmentIncomePriorYear |
| Investment Income Current Year | 508008 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3739915 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3910903 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3196737 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3010031 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 526899 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 557960 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 174672 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 212519 | OtherExpensePriorYear |
| Other Expenses Current Year | 282965 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3936155 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3850956 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -196240 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 59947 | RevenuesLessExpensesCY |
| Total Assets BOY | 10185349 | TotalAssetsBOY |
| Total Assets EOY | 11249372 | TotalAssetsEOY |
| Total Liabilities BOY | 1852489 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1594227 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8332860 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9655145 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana, Inc. grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3489807 | Expense |
| Grants | 3010031 | Grants |
| Description | Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana, Inc. grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. The Foundation granted 439 wishes at an average wish cost of approximately $6,700 during the fiscal year ending August 31, 2011. For more information please visit our website at www.texgulf.wish.org. | Description |
| Total Program Service Expense | 3489807 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Melissa Henderson | NamePerson |
| Telephone Number | 7139429474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1604 Bissonnet St | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770051816 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Scott Schwinger | ||||||
| Chairman | 1.0 | X | X | 0 | 0 | 0 |
| Mark Erwin | ||||||
| Vice Chairman | 1.0 | X | X | 0 | 0 | 0 |
| Ken Simon | ||||||
| Chairman Elect | 1.0 | X | X | 0 | 0 | 0 |
| Ron Burniske | ||||||
| Treasurer | 1.0 | X | X | 0 | 0 | 0 |
| Cheryl Smith | ||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 |
| Randy Acock | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| David Ainsworth | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Dan Bellow | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Michael Bono | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Susan Cox | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Doug Dawson | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Tedi Ellison | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Doug Erwin | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| John Esslinger | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Charles Giraud | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Lauren Hebert | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Steve Landry | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Vicky Neumeyer | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Stephen Parker | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Giuseppe Risi | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Laurie Schaub | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Charles Schwager | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Piers Sellers | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Laurette Veres | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| William Windham | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Glenn Woo | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| RON MAFRIGE UNTIL 82011 | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KENNETH WOOD UNTIL 92010 | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| Teresa Andrepont | ||||||
| President & CEO | 40.0 | X | 219171 | 0 | 9196 | |
| Cathy Anderson | ||||||
| VP of Program Services | 40.0 | X | 66081 | 0 | 1320 | |
| Melissa Henderson | ||||||
| Director of Finance | 20.0 | X | 36126 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 321378 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10516 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 39525 | FederatedCampaigns |
| Related Organizations | 682196 | RelatedOrganizations |
| All Other Contributions | 2681174 | AllOtherContributions |
| Noncash Contributions | 1113941 | NoncashContributions |
| Total Contributions | 3402895 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 334132 | TotalRevenueColumn |
| Exclusion | $334,132 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1445033 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1271157 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 173876 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173876 | TotalRevenueColumn |
| Exclusion | $173,876 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3910903 | TotalRevenueColumn |
| Exclusion | $508,008 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Program Services | 200000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2810031 | Total |
| Program Services | 2810031 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339368 | Total |
| Program Services | 223318 | ProgramServices |
| Management And General | 98207 | ManagementAndGeneral |
| Fundraising | 17843 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174039 | Total |
| Program Services | 95002 | ProgramServices |
| Management And General | 2194 | ManagementAndGeneral |
| Fundraising | 76843 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12323 | Total |
| Program Services | 8006 | ProgramServices |
| Management And General | 2532 | ManagementAndGeneral |
| Fundraising | 1785 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32230 | Total |
| Program Services | 19723 | ProgramServices |
| Management And General | 5697 | ManagementAndGeneral |
| Fundraising | 6810 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Management And General | 7000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49335 | Total |
| Management And General | 49335 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10559 | Total |
| Program Services | 6109 | ProgramServices |
| Management And General | 1383 | ManagementAndGeneral |
| Fundraising | 3067 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26931 | Total |
| Fundraising | 26931 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26678 | Total |
| Program Services | 15764 | ProgramServices |
| Management And General | 2981 | ManagementAndGeneral |
| Fundraising | 7933 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Program Services | 2655 | ProgramServices |
| Management And General | 512 | ManagementAndGeneral |
| Fundraising | 1333 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27420 | Total |
| Program Services | 16178 | ProgramServices |
| Management And General | 3120 | ManagementAndGeneral |
| Fundraising | 8122 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2793 | Total |
| Program Services | 1648 | ProgramServices |
| Management And General | 318 | ManagementAndGeneral |
| Fundraising | 827 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3849 | Total |
| Program Services | 2271 | ProgramServices |
| Management And General | 438 | ManagementAndGeneral |
| Fundraising | 1140 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101885 | Total |
| Program Services | 78451 | ProgramServices |
| Management And General | 10189 | ManagementAndGeneral |
| Fundraising | 13245 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7940 | Total |
| Program Services | 4685 | ProgramServices |
| Management And General | 903 | ManagementAndGeneral |
| Fundraising | 2352 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | All other expenses | Description |
| Total | 14075 | Total |
| Program Services | 5966 | ProgramServices |
| Management And General | 1668 | ManagementAndGeneral |
| Fundraising | 6441 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3850956 | Total |
| Program Services | 3489807 | ProgramServices |
| Management And General | 186477 | ManagementAndGeneral |
| Fundraising | 174672 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72919 | BOY |
| EOY | 132031 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212377 | BOY |
| EOY | 130527 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72166 | BOY |
| EOY | 87014 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3598 | BOY |
| EOY | 4628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 408235 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 138855 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242330 | BOY |
| EOY | 269380 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9264241 | BOY |
| EOY | 10217692 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317718 | BOY |
| EOY | 408100 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10185349 | BOY |
| EOY | 11249372 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152682 | BOY |
| EOY | 163004 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1699807 | BOY |
| EOY | 1431223 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1852489 | BOY |
| EOY | 1594227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7822727 | BOY |
| EOY | 9095709 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141224 | BOY |
| EOY | 159099 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368909 | BOY |
| EOY | 400337 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8332860 | BOY |
| EOY | 9655145 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10185349 | BOY |
| EOY | 11249372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 59947 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1262338 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2765518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2745267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2656731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3328773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3402895 | CurrentTaxYear |
| Total | 14899184 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2765518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2745267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2656731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3328773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3402895 | CurrentTaxYear |
| Total | 14899184 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 310313 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14588871 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 168162 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 277185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 314994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 334132 | CurrentTaxYear |
| Total | 1249014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16148198 | TotalSupport |
| Public Support Pertcentage170 | 0.90344 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 208072 | BeginningOfYearBalance |
| End Of Year Balance | 208072 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 208072 | BeginningOfYearBalance |
| End Of Year Balance | 208072 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 208072 | Contributions |
| End Of Year Balance | 208072 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 218936 | OtherCostOrOtherBasis |
| Book Value | 218936 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132635 | OtherCostOrOtherBasis |
| Depreciation | 88097 | Depreciation |
| Book Value | 44538 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46539 | OtherCostOrOtherBasis |
| Depreciation | 46539 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10125 | OtherCostOrOtherBasis |
| Depreciation | 4219 | Depreciation |
| Book Value | 5906 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 269380 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued pending wish costs | $1,418,893 |
| Due to other Make-A-Wish chapters | $12,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1431223 | TotalOfAmounts |
| Total Revenue | 3910903 | TotalRevenue |
| Total Expenses | 3850956 | TotalExpenses |
| Excess Or Deficit For Year | 59947 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1227883 | NetUnrealizedGLOnInvestments |
| Other | -$34,455 | OtherAmount |
| Total Adjustments | -1262338 | TotalAdjustments |
| Excess Or Deficit Per FS | -1202391 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5123906 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1227883 | NetUnrealizedGainsInvestments |
| Other Revenues | 34455 | OtherRevenues |
| Revenue Not Rptd F990 | 1262338 | RevenueNotRptdF990 |
| Revenue Subtotal | 3861568 | RevenueSubtotal |
| Investment Expenses Not Included | 49335 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 49335 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3910903 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3801621 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3801621 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 49335 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 49335 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3850956 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Describe the intended uses of the organization's endowment funds | Schedule D, Part V, Line 4 | The Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana, Inc. has $208,072 held in endowment funds as of August 31, 2011. These funds are to be held in perpetuity, with the earnings used for wish-granting purposes. |
| ASC Topic 740 | Schedule D, Part X, Line 2 | ASC Topic 740, Income Taxes, prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return, and provides guidance on derecognition, classification, interest and penalties, disclosure, and transition. Management believes that no such uncertain tax position exists for the Foundation at August 31, 2011. |
| RECON OF CHANGE IN NET ASSETS FROM FORM 990 TO FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINE 8 | OTHER ADJUSTMENTS OF $34,455 ARE FOR CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS. THE CHAPTER HAS TWO SPLIT-INTEREST AGREEMENTS, ONE OF WHICH PRODUCED A GAIN OF $3,027 AND ONE OF WHICH PRODUCED A GAIN OF $31,428. |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII, LINE 2D | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $34,455 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Make-A-Wish Foundation of Arizona | ||||||||||
| 711 East Northern Ave | Phoenix | AZ | 85020 | 860409636 | 501(c)(3) | 60000 | 0 | N/A | N/A | Wish assistance |
| Make-A-Wish Foundation of East Tennessee | ||||||||||
| 510 South Willow St | Chattanooga | TN | 37404 | 581799549 | 501(c)(3) | 40000 | 0 | N/A | N/A | WISH ASSISTANCE |
| Make-A-Wish Foundation of Mississippi | ||||||||||
| 576 Highland Colony Pkwy Ste 120 | Ridgeland | MS | 39157 | 640730362 | 501(c)(3) | 100000 | 0 | N/A | N/A | WISH ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Various recipients for wishes granted | TypeOfGrant |
| Number Of Recipients | 439 | NumberOfRecipients |
| Amount Of Cash Grant | 550799 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 2259232 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | Direct cost/wishes | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA, INC. DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO SELECT BENEFICIARIES THAT MEET THE SPECIFIC CRITERIA FOR THE WISH-GRANTING PROGRAM. THE ORGANIZATION GENERALLY ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC.) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED BY THE VICE PRESIDENT OF PROGRAM SERVICES AND ARE APPROVED BY THE PRESIDENT & CEO. THE SUPPORTING WISH EXPENSE DOCUMENTATION IS RETAINED BY THE ORGANIZATION. OF THE TOTAL 439 WISHES GRANTED DURING THE FISCAL YEAR, TRAVEL STIPENDS OF $550,799 WERE PROVIDED DIRECTLY TO APPROXIMATELY 320 WISH BENEFICIARIES. THE ADDITIONAL CASH GRANTS OF $2,259,232 WERE PAID DIRECTLY TO VENDORS BY THE CHAPTER FOR THE BENEFICIARIES' WISHES. DURING FISCAL YEAR 2011, THE MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA CHAPTER WAS FORTUNATE ENOUGH TO BE ABLE TO CONTRIBUTE TO THE WISH FULFILLMENT FUND OF THE MAKE-A-WISH FOUNDATION OF AMERICA. THESE FUNDS ARE USED TO HELP GRANT WISHES IN CHAPTERS WITH LIMITED FUNDS. $200,000 WAS PROVIDED TO THREE OTHER MAKE-A-WISH FOUNDATION CHAPTERS. THE INTENDED USE OF THE FUNDS IS NOT DIRECTLY MONITORED AS THE RECIPIENT CHAPTERS ARE INDEPENDENT ORGANIZATIONS WITH THE SAME MISSION OF GRANTING WISHES TO CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Teresa Andrepont | NamePerson |
| Base Compensation Filing Org | 172811 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 41812 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 4548 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9196 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 228367 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK ERWIN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | COMMON BOARD MEMBER | Relationship |
| Amount Of Transaction | 43495 | AmountOfTransaction |
| Description Of Transaction | SEE SCHEDULE O | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TCKTS/FOOD/TRANS/LODGING | 188 | 687851 | COST/SELLING PRICE |
| X | LIMOUSINE SERVICES | 261 | 87716 | COST/SELLING PRICE |
| X | AIRFARE CERT'S (FAMILY) | 32 | 81340 | COST/SELLING PRICE |
| X | OTHER WISH-RELATED GIFTS | 307 | 257034 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11B | After completion of the Form 990, a draft form in electronic format is provided to the chapter's compliance committee. The compliance committee reviews the draft, then the committee chair sends his approval to the chapter president & CEO. After receiving approval, the director of finance signs the form. The final signed form is submitted to the entire board of directors in electronic format and then filed with the IRS. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLCTS OF INTEREST | FORM 990, PART VI, QUESTIONS 12C | ON A YEARLY BASIS, THE CHAPTER'S EMPLOYEES AND MEMBERS OF ITS BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN THE "ANNUAL CONFLICT OF INTEREST AND ETHICS ASSURANCE STATEMENT." THE STATEMENTS ARE THEN RETURNED TO THE CHAPTER'S PRESIDENT & CEO. IF A DIRECTOR HAS A CONFLICT, THEN THE DIRECTORS WILL DISCUSS WHAT, IF ANY, STEPS TO TAKE. IF THE CONFLICT RELATES TO PROPOSED SERVICES, THE DIRECTOR WILL RECUSE HIMSELF FROM THE VOTING. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED | FORM 990, PART VI, QUESTIONS 15A & 15B | ON AN ANNUAL BASIS PRIOR TO EACH FISCAL YEAR BEGINNING, THE CHAPTER'S COMPENSATION COMMITTEE WILL REVIEW OUTSIDE SALARY SURVEYS FOR THOSE IN A SIMILAR POSITION TO THE CHAPTER'S PRESIDENT & CEO. THE COMPENSATION COMMITTEE THEN MAKES THEIR RECOMMENDATION TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT & CEO'S NEW SALARY. THE DIRECTORS THEN DICUSS THAT RECOMMENDATION AND MAKE A DECISION REGARDING THE NEW SALARY. FOR SALARIES OF OTHER DIRECTORS OR KEY EMPLOYEES OF THE CHAPTER, THE PRESIDENT & CEO MAKES SALARY RECOMMENDATIONS TO THE BOARD THROUGH THE BUDGET PROCESS. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | THE CHAPTER PROVIDES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, ETC.) UPON REQUEST. |
| OTHER CHANGES IN FUND BALANCE | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAIN ON INVESTMENTS $ 1,227,883 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 34,455 ---------- TOTAL OTHER CHANGES $ 1,262,338 ========== |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FORM 990, SCHEDULE L, PART IV | DURING FISCAL YEAR 2011, MARK ERWIN, AN OFFICER OF CONTINENTAL AIRLINES UNTIL NOVEMBER 1, 2010, WAS ON THE BOARD OF DIRECTORS OF THE CHAPTER. DURING THE PERIOD THAT MR. ERWIN WAS AN OFFICER WITH CONTINENTAL AIRLINES, THE CHAPTER PURCHASED AIRFARE ON BEHALF OF WISH FAMILIES OF $43,495. |