Civic Intelligence

3 to 1 Foundation

EIN 75-2731283 • 501(c)3 • Frisco, TX

Profile

To establish educational seminars & develop materials that further our goals of economic freedom. To develop & gather educational information on charitable giving & the administration of private foundations.

17 Cowboys Way 300Frisco, TX 75034

www.3to1foundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$62,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-8.9%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,328,315

Up $107,194 (+8.8%) from 2023

Liabilities

Flat

$571

Flat from 2023

Net Assets

Up

$1,327,744

Up $107,194 (+8.8%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin87th percentile

Revenue

Down

$247,004

Down $24,195 (-8.9%) from 2023

Expenses

Up

$139,810

Up $18,058 (+15%) from 2023

Net Income

Down

$107,194

Down $42,253 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $976,776Liabilities 2011: $0Net Assets 2011: $976,7762011Assets 2012: $1,048,771Liabilities 2012: $0Net Assets 2012: $1,048,7712012Assets 2013: $1,096,263Liabilities 2013: $0Net Assets 2013: $1,096,2632013Assets 2014: $1,151,469Liabilities 2014: $0Net Assets 2014: $1,151,4692014Assets 2015: $1,143,984Liabilities 2015: $0Net Assets 2015: $1,143,9842015Assets 2016: $1,112,028Liabilities 2016: $0Net Assets 2016: $1,112,0282016Assets 2017: $1,094,242Liabilities 2017: $0Net Assets 2017: $1,094,2422017Assets 2018: $1,217,710Liabilities 2018: $0Net Assets 2018: $1,217,7102018Assets 2019: $1,119,915Liabilities 2019: $0Net Assets 2019: $1,119,9152019Assets 2020: $1,024,148Liabilities 2020: $390Net Assets 2020: $1,023,7582020Assets 2021: $1,059,846Liabilities 2021: $20,385Net Assets 2021: $1,039,4612021Assets 2022: $1,071,103Liabilities 2022: $0Net Assets 2022: $1,071,1032022Assets 2023: $1,221,121Liabilities 2023: $571Net Assets 2023: $1,220,5502023Assets 2024: $1,328,315Liabilities 2024: $571Net Assets 2024: $1,327,7442024

Highlighted filing

2024

Assets$1,328,315
Liabilities$571
Net Assets$1,327,744
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $98,327Expenses 2011: $24,856Net Income 2011: $73,4712011Revenue 2012: $85,354Expenses 2012: $13,359Net Income 2012: $71,9952012Expenses 2013: $20,5082013Revenue 2014: $122,221Expenses 2014: $67,015Net Income 2014: $55,2062014Revenue 2015: $100,452Expenses 2015: $107,937Net Income 2015: -$7,4852015Revenue 2016: $83,975Expenses 2016: $115,931Net Income 2016: -$31,9562016Revenue 2017: $102,455Expenses 2017: $120,241Net Income 2017: -$17,7862017Revenue 2018: $292,033Expenses 2018: $164,457Net Income 2018: $127,5762018Revenue 2019: $91,156Expenses 2019: $188,951Net Income 2019: -$97,7952019Revenue 2020: $80,004Expenses 2020: $176,161Net Income 2020: -$96,1572020Revenue 2021: $119,330Expenses 2021: $103,627Net Income 2021: $15,7032021Revenue 2022: $148,687Expenses 2022: $117,045Net Income 2022: $31,6422022Revenue 2023: $271,199Expenses 2023: $121,752Net Income 2023: $149,4472023Revenue 2024: $247,004Expenses 2024: $139,810Net Income 2024: $107,1942024

Highlighted filing

2024

Revenue$247,004
Expenses$139,810
Net Income$107,194
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,328,315
Liabilities
$571
Net assets
$1,327,744
Revenue
$247,004
Expenses
$139,810
Net income
$107,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.25$0.14$0.11
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.27$0.12$0.15
2022Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.15$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.02$1.04$0.12$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.08$0.18$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.09$0.19$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.29$0.16$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.12$0.07$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.09$0.01$0.07
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.10$0.02$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Gross Receipts
$436,898
Mission and Program Overview

Mission

To serve the community by providing financial seminars and tools for budgeting, financial goal setting, debt management, investment basics, wealth accumulation and wealth management. To provide need & academic-based scholarships for college students.

To serve the community by providing financial seminars and tools for budgeting, financial goal setting, debt management, investment basics, wealth accumulation and wealth management. To provide need & academic-based scholarships for college students. Over the past 2-3 years the organization has add more financial education initiatives in elementary & middle schools; and disd magnet high schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,220,550$1,327,744▲ $107,194
Investments in Publicly Traded Securities$1,067,495$1,208,529▲ $141,034
Savings and Temporary Cash Investments$35,430$78,150▲ $42,720
Cash and Non-Interest-Bearing Accounts$115,062$37,245▼ $77,817
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,221,121$1,328,315▲ $107,194
Other Assets Total$3,134$4,391▲ $1,257
Liabilities
Other Liabilities$571$571→ $0
Total Liabilities$571$571→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,220,550$1,327,744▲ $107,194
Total Liabilities and Net Assets / Fund Balance$1,221,121$1,328,315▲ $107,194
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wayne DominickExecutive DirectorFT$62,000$62,000

Board Members and Trustees

NameTitle
Brett PiercePres./board Chairman
Zane HarrisVice President/director
Brendren AustinDirector
Capri BrixeyDirector
Crystal DavisDirector
Darrell CainDirector
Jennifer SaundersDirector
Joe MillerDirector
Megan MiersDirector
Michael RosenbergDirector
Michelle BairdDirector
Richard Chillemi IiDirector
Timothy LaneDirector
Toni LeeDirector
Kimberly McbrayerSecretary/director
Brittany FrazierTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$86,856
Program Service Revenue
$460
Investment Income
$145,278
Other Revenue
$14,410
All Other Contributions
$35,435
Change in Net Assets
$107,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,144
Other Expenses$38,166
Total Fundraising Expense$34,676
Grants and Similar Amounts Paid$25,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,400$3,100$15,500$62,000
Grants to Domestic Individuals$25,500--$25,500
Other Salaries and Wages$4,366-$4,367$8,733
All Other Expenses$1,954$612$4,618$7,184
Payroll Taxes$3,654$237$1,520$5,411
Advertising$1,703-$3,162$4,865
Other Expenses$3,010$645$645$4,300
Insurance-$1,341-$1,341
Total Functional Expenses$99,199$5,935$34,676$139,810
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,042
Fundraising Direct Expenses$11,312
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Live/online Auctions$32,761$16,040$6,812$9,228
North Texas Giving Day$31,431$2,692$50$2,642
Total Events$64,192$18,732$6,862$11,870
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Basis Adjustment$571
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“A majority of the board members are either partners/employees of the same financial services firm or clients of that financial services firm.”

Form 990, Part VI, Section A, Line 6

“Per article iii of the organizing bylaws: "the foundation shall have members. Dues for members will be set by the board of directors. Each member shall be entitled to one (1) vote on matters offered for a vote. Other benefits may be added by action of the board of directors. Membership in the foundation is terminated for failure to pay dues".”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by a cpa who serves as a director and the chairman of the board of the foundation before it is filed.”

Form 990, Part VI, Section C, Line 18

“The foundation makes it's form 1023 and 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The foundation makes it's governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
3 to 1 Foundation
EIN
75-2731283
Phone
9722333323
Address
17 COWBOYS WAY 300, FRISCO, TX 75034

Signing Officer

Name
Brett Pierce
Title
President/chairman
Phone
9722333323
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Pierce
Formed
1997
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
16
Employees
3
Volunteers
75

Preparer

Firm
Cain Watters & Associates LLC
Address
17 COWBOYS WAY STE 300, FRISCO, TX 75034
Preparer
Darrell Cain
Phone
9722333323
Raw XML AppendixShowing 400 of 485 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRES./BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt045460
IRS990/FundraisingDirectExpensesAmt011312
IRS990/FundraisingGrossIncomeAmt031042
IRS990/GainOrLossGrp/SecuritiesAmt069657
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt025500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0248239
IRS990/GrossReceiptsAmt0436898
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01341
IRS990/InsuranceGrp/TotalAmt01341
IRS990/InvestmentIncomeGrp/ExclusionAmt075621
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075621
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01067495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01208529
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0178582
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt05961
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE THE COMMUNITY BY PROVIDING FINANCIAL SEMINARS AND TOOLS FOR BUDGETING, FINANCIAL GOAL SETTING, DEBT MANAGEMENT, INVESTMENT BASICS, WEALTH ACCUMULATION AND WEALTH MANAGEMENT. TO PROVIDE NEED & ACADEMIC-BASED SCHOLARSHIPS FOR COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01220550
IRS990/NetAssetsOrFundBalancesEOYAmt01327744
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt069657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069657
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019730
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019730
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03134
IRS990/OtherAssetsTotalGrp/EOYAmt04391
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADULT & CHILDREN FINANC
IRS990/OtherExpensesGrp/Desc1SEMINAR EXPENSES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD/STRIPE/PAYP
IRS990/OtherExpensesGrp/Desc3WEBSITE DESIGN & MAINTE
IRS990/OtherExpensesGrp/FundraisingAmt04864
IRS990/OtherExpensesGrp/FundraisingAmt1645
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0645
IRS990/OtherExpensesGrp/ProgramServicesAmt010326
IRS990/OtherExpensesGrp/ProgramServicesAmt15286
IRS990/OtherExpensesGrp/ProgramServicesAmt23010
IRS990/OtherExpensesGrp/TotalAmt010326
IRS990/OtherExpensesGrp/TotalAmt15286
IRS990/OtherExpensesGrp/TotalAmt24864
IRS990/OtherExpensesGrp/TotalAmt34300
IRS990/OtherLiabilitiesGrp/BOYAmt0571
IRS990/OtherLiabilitiesGrp/EOYAmt0571
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0OTHER INVESTMENT REVEN
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-5320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-5320
IRS990/OtherRevenueTotalAmt0-5320
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04367
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04366
IRS990/OtherSalariesAndWagesGrp/TotalAmt08733
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01520
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0237
IRS990/PayrollTaxesGrp/ProgramServicesAmt03654
IRS990/PayrollTaxesGrp/TotalAmt05411
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRETT PIERCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL SEMINARS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0460
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029935
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt028000
IRS990/PYInvestmentIncomeAmt0184335
IRS990/PYOtherExpensesAmt022991
IRS990/PYOtherRevenueAmt056189
IRS990/PYProgramServiceRevenueAmt0740
IRS990/PYRevenuesLessExpensesAmt0149447
IRS990/PYSalariesCompEmpBnftPaidAmt070761
IRS990/PYTotalExpensesAmt0121752
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271199
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0107194
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0460
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01220550
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01327744
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035430
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078150
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING FACTORS:(1) THE PERCENTAGE OF PUBLIC SUPPORT IS LOWER THAN 33 1/3% BECAUSE THE ORGANIZATION RECEIVES A HIGH PERCENTAGE OF INCOME FROM INVESTMENTS. THIS INVESTMENT INCOME IS EARNED ON FUNDS THAT WERE ORIGINALLY CONTRIBUTED BY THE GENERAL PUBLIC.(2) THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS RATHER THAN FROM THE MEMBERS OF A SINGLE FAMILY. THE ORGANIZATION SOLICITS DONATIONS ON ITS PUBLIC WEBSITE, AND ALSO DRIVES THE GENERAL PUBLIC TO ITS SITE VIA A LINK ON ITS SOCIAL MEDIA PAGES, INCLUDING FACEBOOK. THE ORGANIZATION ALSO MAINTAINS A DATABASE OF OVER 1251 PERSONS FROM WHICH IT CAMPAIGNS FOR DONATIONS ANNUALLY DURING NORTH TEXAS GIVING WEEK AND OTHER CAMPAIGNS.(3) THE ORGANIZATION HAS ACTIVELY GROWN ITS PROGRAMMING PARTNERS FROM 2 MAIN PARTNERS, THE DALLAS INDEPENDENT SCHOOL DISTRICT AND UPLIFT CHARTER SCHOOLS, TO OVER 43 SINCE 2021. THE INCREASE FOR THIS FISCAL YEAR WAS FROM 32 TO 43 PARTNERS.(4) THE MISSION OF THE ORGANIZATION IS TO MAKE AVAILABLE TO THE GENERAL PUBLIC, FINANCIAL EDUCATION SEMINARS AND TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS; AND IT USES ITS PROGRAMMING PARTNERS IN ADDITION TO PUBLIC SOCIAL MEDIA CAMPAIGNS TO LOCATE POTENTIAL SCHOLARSHIP CANDIDATES. OVER ITS LIFE TO DATE, THE ORGANIZATION HAS IMPACTED OVER 12,000 PERSONS THROUGH ITS FINANCIAL LITERACY EFFORTS.(5) THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY, INCLUDING PERSONS WITH EXPERIENCE WITH OTHER 501(C)(3) PUBLIC CHARITIES, AS WELL AS OUTSIDE DIRECTORS FROM LOCALLY HEADQUARTERED BUSINESSES.(6) THE FOUNDATION PRESENTED FINANCIAL PLANNING EDUCATION TO INDIVIDUALS OR PARTICIPATED IN EVENTS WITH ORGANIZATIONS SERVING INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION AT 134 EVENTS DURING THE FISCAL PERIOD OF 12/1/23 - 11/30/24. THE FOUNDATION ALSO CREATED A SERIES OF SHORT VIDEOS TO WHICH SEVERAL CPAS DONATED CONTENT, MADE AVAILABLE TO THE GENERAL PUBLIC VIA A LINK ON ITS WEBSITE, AND NAMED THE SERIES "3 TO 1 UNIVERISTY". TO DATE, 2,715 CERTIFICATES HAVE BEEN ISSUED TO 928 USERS WHO HAVE COMPLETED ONE OR MORE SECTIONS IN THE SERIES. (7) THE FOUNDATION'S DIRECTOR WORKS DAILY TO ENHANCE THE FOUNDATION'S CURRENT RELATIONSHIPS WITH ITS PARTNERS, AND TO IDENTIFY NEW PARTNERS WITH WHOM WE CAN WORK TO OFFER FINANCIAL PLANNING EDUCATION CONTENT WITH THE GOAL OF REACHING MORE INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION, WHO FACE OBSTACLES OBTAINING IT THROUGH TRADITIONAL MEANS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0204893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0187415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-8650
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0383481
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt067705
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020385
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33660
IRS990ScheduleA/PublicSupportPY170Pct00.26950
IRS990ScheduleA/PublicSupportTotal170Amt0204893
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039892
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0204893
IRS990ScheduleA/TotalSupportAmt0608759
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0571
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENT BASIS ADJUSTMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0571
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045460
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016721
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt028739
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06862
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVE/ONLINE AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NORTH TEXAS GIVING DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018732
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06862
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt050
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt122500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $3,000 EACH.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,500 EACH.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt19
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE BOARD MEMBERS ARE EITHER PARTNERS/EMPLOYEES OF THE SAME FINANCIAL SERVICES FIRM OR CLIENTS OF THAT FINANCIAL SERVICES FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PER ARTICLE III OF THE ORGANIZING BYLAWS: "THE FOUNDATION SHALL HAVE MEMBERS. DUES FOR MEMBERS WILL BE SET BY THE BOARD OF DIRECTORS. EACH MEMBER SHALL BE ENTITLED TO ONE (1) VOTE ON MATTERS OFFERED FOR A VOTE. OTHER BENEFITS MAY BE ADDED BY ACTION OF THE BOARD OF DIRECTORS. MEMBERSHIP IN THE FOUNDATION IS TERMINATED FOR FAILURE TO PAY DUES".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY A CPA WHO SERVES AS A DIRECTOR AND THE CHAIRMAN OF THE BOARD OF THE FOUNDATION BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES IT'S FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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