VALERE PUBLIC SCHOOLS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- VALERE PUBLIC SCHOOLS INC (EIN 26-1609474)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-03-11
- IRS object ID
- 201130709349300723
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-11T13:57:37-06:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADGETT STRATEMANN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 BARTON SPRINGS ROAD SUITE 550 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261609474 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EAST AUSTIN ACADEMIA INC | BusinessNameLine1 |
| Business Name Line2 | aka the east austin college prep academy | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 5124622181 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LN | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78721 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARISOL ROCHA | Name |
| Title | PRINCIPAL | Title |
| Phone | 5124622181 | Phone |
| Date Signed | 2011-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeff Anderson | Name |
| Phone | 5124760717 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARISOL ROCHA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LN | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1582021 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.swkey.org/schools/academy | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | AN INNOVATIVE, TUITION-FREE CHARTER MIDDLE SCHOOL OPEN TO ALL STUDENTS LIVING IN EAST AUSTIN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152330 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1576068 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3573 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5953 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 155903 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1582021 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 65598 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 756778 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 113898 | OtherExpensePriorYear |
| Other Expenses Current Year | 926018 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 179496 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1682796 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -23593 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -100775 | RevenuesLessExpensesCY |
| Total Assets BOY | 137313 | TotalAssetsBOY |
| Total Assets EOY | 667524 | TotalAssetsEOY |
| Total Liabilities BOY | 160906 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 791892 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -23593 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -124368 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO INSPIRE STUDENTS TO HAVE CLEAR COLLEGE ASPIRATIONS ALONG WITH THE ACADEMIC SKILLS AND WORK ETHIC NECESSARY TO ACHIEVE THEIR GOALS AND BE SUCCESSFULL; TO AFFORD STUDENTS OPPORTUNITIES TO DEVELOP STRONG LEADERSHIP SKILLS AND EXHIBIT A FIRM AND CONTINUING COMMITMENT TO COMMUNITY SERVICES; AND TO PROVIDE RIGOROUS COLLEGE PREPARATORY CURRICULUM INCLUDING A STRONG FOUNDATION IN MATH AND SCIENCE FOR STUDENTS PURSUING A SCIENCE, TECHNOLOGY, ENGINEERING, OR MATHEMATICS FIELD. THE KEY PRINCIPLES OF THE ACADEMY ARE 1) ALL STUDENTS WILL SUCCEED; 2) MORE TIME FOR STUDENT LEARNING IS KEY TO SUCCESS; AND 3) RESULTS ARE THE BOTTOM LINE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1376019 | Expense |
| Description | AN INNOVATIVE, TUITION-FREE CHARTER MIDDLE SCHOOL OPEN TO ALL STUDENTS LIVING IN EAST AUSTIN. THE SCHOOL WILL BEGIN AS A MIDDLE SCHOOL WITH ANTICIPATED INITIAL ENROLLMENT OF 85 STUDENTS IN GRADE SIX IN FALL OF 2010, AND 300 STUDENTS IN GRADES SIX, SEVEN, AND EIGHT BY THE END OF THIRD YEAR OF OPERATION. | Description |
| Total Program Service Expense | 1376019 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY PHAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5122875023 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78721 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR JUAN SANCHEZ | |||||||
| CHAIR | 1.00 | X | 0 | 255523 | 13197 | ||
| SUSANA ALMANZA | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA COTERA | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| DR NEREIDA CANTU | |||||||
| SUPERINTENDENT/FMR PRINCIPAL | 40.00 | 7354 | 111093 | 4099 | X | X | |
| MELODY CHUNG | |||||||
| CFO | 40.00 | 0 | 142903 | 8472 | X | ||
| MAGALI LOPEZ | |||||||
| FORMER PRINCIPAL | 40.00 | 31603 | 0 | 0 | X | ||
| MARISOL ROCHA | |||||||
| PRINCIPAL | 40.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 38957 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 509519 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25768 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RAMTECH BUILDING SYSTEMS | |||||
| 1400 US HIGHWAY 287 SOUTH | MANSFIELD | TX | 76063 | PORTABLE BUILDINGS | 317811 |
| SOUTHWEST KEY PROGRAMS | |||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | PROFESSIONAL CONTRACTUAL SERVICES | 164000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 33334 | RelatedOrganizations |
| Government Grants | 1243786 | GovernmentGrants |
| All Other Contributions | 298948 | AllOtherContributions |
| Total Contributions | 1576068 | TotalContributions |
| Gross Income Fundraising Events | 5953 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5953 | TotalRevenueColumn |
| Exclusion | $5,953 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1582021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,953 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107974 | Total |
| Program Services | 107974 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529098 | Total |
| Program Services | 446371 | ProgramServices |
| Management And General | 82727 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32555 | Total |
| Program Services | 26801 | ProgramServices |
| Management And General | 5754 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77701 | Total |
| Program Services | 73145 | ProgramServices |
| Management And General | 4556 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9450 | Total |
| Program Services | 8207 | ProgramServices |
| Management And General | 1243 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13102 | Total |
| Management And General | 13102 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369387 | Total |
| Program Services | 194696 | ProgramServices |
| Management And General | 174691 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304593 | Total |
| Program Services | 292300 | ProgramServices |
| Management And General | 12293 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135188 | Total |
| Program Services | 135188 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28603 | Total |
| Program Services | 24104 | ProgramServices |
| Management And General | 4499 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2765 | Total |
| Program Services | 2765 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9857 | Total |
| Program Services | 9857 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SCHOOL EXPENSES | 32514 | 32514 | |
| MISCELLANEOUS | 29789 | 21877 | 7912 |
| DUES AND SUBSCRIPTIONS | 115 | 115 | |
| FOOD AND CLOTHING | 105 | 105 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1682796 | Total |
| Program Services | 1376019 | ProgramServices |
| Management And General | 306777 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34846 | BOY |
| EOY | 34174 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91351 | BOY |
| EOY | 131677 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11116 | BOY |
| EOY | 7932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 493741 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 493741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137313 | BOY |
| EOY | 667524 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30236 | BOY |
| EOY | 580546 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130670 | BOY |
| EOY | 211346 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160906 | BOY |
| EOY | 791892 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -59572 | BOY |
| EOY | -323691 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35979 | BOY |
| EOY | 199323 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -23593 | BOY |
| EOY | -124368 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137313 | BOY |
| EOY | 667524 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 Minus1 Year | 152330 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1576068 | CurrentTaxYear |
| Total | 1728398 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 152330 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1576068 | CurrentTaxYear |
| Total | 1728398 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 125256 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1603142 | PublicSupportTotal170 |
| Total Support | 1728398 | TotalSupport |
| Gross Receipts From Admissions Etc | 9526 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
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
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 493741 | OtherCostOrOtherBasis |
| Book Value | 493741 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 493741 | TotalOfBookValueLandBuildings |
| Total Revenue | 1582021 | TotalRevenue |
| Total Expenses | 1682796 | TotalExpenses |
| Excess Or Deficit For Year | -100775 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -100775 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1582021 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1582021 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1582021 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1682796 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1682796 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1682796 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | The new provisions relating to accounting for the uncertainty in income taxes provided for a deferral of the effective date of implementation for certain nonpublic enterprises to annual financial statements for fiscal years beginning after December 15, 2008. The Organization elected this deferral and, accordingly, has adopted the new provisions as of September 1, 2009. The adoption of the new provisions for accounting for the uncertainty in income taxes did not have a material impact on the Organization's consolidated financial position or results of activities. The Organization adopted a policy to record interest and penalty expense related to income taxes as interest and other expense, respectively. At August 31, 2010, no interest or penalties have been or are required to be accrued. The Organization, generally, is no longer subject to income tax examination by federal authorities for years prior to August 31, 2007. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JUAN SANCHEZ | |||||||||||||
| 0 | 210766 | 0 | 41373 | 0 | 3384 | 0 | 7115 | 0 | 6082 | 0 | 268720 | 0 | 237200 |
| MELODY CHUNG | |||||||||||||
| 0 | 135303 | 0 | 7600 | 0 | 0 | 0 | 4336 | 0 | 4136 | 0 | 151375 | 0 | 150147 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The tax return was reviewed in detail by management and acccounting staff. Then, a copy of the final version was provided to the board of directors at its monthly meeting. IF members of the board did not attend the monthly board meeting, then a copy of THE TAX RETURN WAS EMAILED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. After approval from the board of directors, the tax return was filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | In connection with an actual or possible conflict of interest, an interested person must disclose the existence of the financial or personal interest and be given the opportunity to disclose all material facts. Determinations regarding conflict of interest inquiries are documented in the minutes of the board of directors or through a written report provided by the CEO to the board of directors. The board member involved does not speak or vote on those related issues. If a conflict of interest exists, then a disinterested person is appointed to investigate alternatives to the proposed transaction or arrangement. If a more advantageous transaction or arrangement is not reasonably possible, then it is determined by a majority vote of the disinterested persons whether the conflict of interest is fair and reasonable. |
| Form 990, Part VI, Section B, line 15 | LAST YEAR THE SUPERINTENDENT WAS MOVED FROM THE PARENT COMPANY TO THE SCHOOL, AND HER SALARIES REMAINED THE SAME. The superintendent's compensation was determined by the parent company's CEO who reviewed the comparable market rate. THE SUPERINTENDeNT REVIEWED AND APPROVED THE PRINCIPAL'S SALARY BEFORE EMPLOYMENT. THIS COMING YEAR, WE WILL HAVE A PROCESS IN COMPLIANCE TO DETERMINE COMPENSATION OF THE ABOVE POSITIONS AS REQUIRED. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| form 990, part xi, line 2c explanation: | THE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| SOUTHWEST KEY MAINTENANCE LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 200139649 | PROVIDES JANITORIAL, MAINTENANCE, AND LANDSCAPING SERVICES | TX | SOUTHWEST KEY ENTERPRISES INC |
| SOUTHWEST KEY CAFE DEL SOL LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 260530306 | PROVIDES A LOCAL GATHERING PLACE AND DINING OPTION | TX | SOUTHWEST KEY ENTERPRISES INC |
| SOUTHWEST KEY WORKFORCE DEVELOPMENT LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 270855414 | PROVIDES SERVICES TO EMPLOYERS AND JOB SEEKERS | TX | SOUTHWEST KEY ENTERPRISES INC |
| SOUTHWEST KEY PROPERTIES LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 611535548 | ENGAGES IN RESIDENTIAL COMMUNITY PLANNING AND DEVELOPMENT | TX | SOUTHWEST KEY ENTERPRISES INC |
| YOUTH TRANSPORTATION SERVIES LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | PROVIDES COMMUNITY-BASED SERVICES TO CHILDREN AND FAMILIES | TX | SOUTHWEST KEY ENTERPRISES INC | |
| SOUTHWEST KEY GREEN ENERGY & CONSTRUCTION LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 212310750 | PROVIDES SERVICES TO CENTRAL TX AND CREATES JOBS FOR LOW INCOME APPLICANTS | TX | SOUTHWEST KEY ENTERPRISES INC |
| SOUTHWEST KEY YOUTH & FAMILY SERVICES LLC | |||||||
| 6002 JAIN LANE | AUSTIN | TX | 78721 | 271348268 | PROVIDES COMMUNITY-BASED SERVICES TO CHILDREN AND FAMILIES | TX | SOUTHWEST KEY ENTERPRISES INC |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY PROGRAMS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742481167 | EIN |
| Primary Activities | TO PROVIDE DIFFERENT SOCIAL SERVICES TO YOUTH AND THEIR FAMILIES | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY ENTERPRISES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208958545 | EIN |
| Primary Activity | HOLDING COMPANY | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SOUTHWEST KEY PROGRAMS INC | |
| E | 211346 |
| SOUTHWEST KEY PROGRAMS INC | |
| O | 177973 |
| SOUTHWEST KEY MAINTENANCE LLC | |
| O | 84401 |