Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 64.9% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
18th percentile
Faster revenue growth than 18% of similar nonprofits.
Assets
Down$1,112,028
Down $31,956 (-2.8%) from 2015
Net Assets
Down$1,112,028
Down $31,956 (-2.8%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue
Down$83,975
Down $16,477 (-16%) from 2015
Expenses
Up$115,931
Up $7,994 (+7.4%) from 2015
Net Income
Down-$31,956
Down $24,471 (-327%) from 2015
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $1,143,984 | $1,112,028 | ▼ $31,956 |
| Investments Other Securities | $1,092,038 | $1,043,394 | ▼ $48,644 |
| Savings and Temporary Cash Investments | $30,145 | $38,627 | ▲ $8,482 |
| Cash and Non-Interest-Bearing Accounts | $21,741 | $30,007 | ▲ $8,266 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,143,984 | $1,112,028 | ▼ $31,956 |
| Other Assets Total | $60 | $0 | ▼ $60 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,143,984 | $1,112,028 | ▼ $31,956 |
| Total Liabilities and Net Assets / Fund Balance | $1,143,984 | $1,112,028 | ▼ $31,956 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $1,043,394 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Michele Mulholland | Foundation Director | FT | $54,500 | $54,500 |
| Name | Title |
|---|---|
| Darrell Cain | President/board Chairman |
| Bruce Ouellette | Board Member |
| Dean Brandon | Board Member |
| Jim Kincaid | Board Member |
| Karen Hope | Board Member |
| Ken Keller | Board Member |
| Michael Rosenberg | Board Member |
| Roger Nofsinger | Board Member |
| Ron Hawkins | Board Member |
| Timothy Lane | Board Member |
| Toni Lee | Board Member |
| Richard Chillemi Ii | Vice Pres./board Member |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $58,669 |
| Other Expenses | $46,483 |
| Total Fundraising Expense | $34,721 |
| Grants and Similar Amounts Paid | $10,779 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $27,250 | - | $27,250 | $54,500 |
| Fees for Service Investment Mgmnt Fees | - | $11,147 | - | $11,147 |
| Grants to Domestic Individuals | $10,779 | - | - | $10,779 |
| Payroll Taxes | $2,085 | - | $2,084 | $4,169 |
| Other Expenses | $2,898 | - | $1,464 | $2,898 |
| Advertising | $871 | - | $870 | $1,741 |
| All Other Expenses | $625 | - | $625 | $1,250 |
| Insurance | - | $1,121 | - | $1,121 |
| Conferences and Meetings | $198 | - | $199 | $397 |
| Information Technology | $185 | - | $185 | $370 |
| Office Expenses | - | $216 | - | $216 |
| Total Functional Expenses | $68,726 | $12,484 | $34,721 | $115,931 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $57,052 |
| Fundraising Direct Expenses | $37,489 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Live & Online Auctions | $36,412 | $35,412 | - | $35,412 |
| Dinner Fundraisers | $19,600 | $19,600 | - | $19,600 |
| Total Events | $62,902 | $57,052 | - | $57,052 |
“All but 2 of the board members are clients of those 2 board members' financial services firm.”
“The organization has members.”
“The tax return is reviewed by a cpa and the president of the foundation before it is filed.”
“The foundation makes it's form 1023 and 990 available to the public upon request.”
“The foundation makes it's governing documents and financial statements available to the public upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 870 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 871 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1741 |
| IRS990/AllOtherContributionsAmt | 0 | 1170 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 625 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 625 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1250 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CAIN WATTERS & ASSOC PLLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9722333323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6900 NORTH DALLAS PARKWAY SUITE 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PLANO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75024 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 21741 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 30007 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 27250 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 27250 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 54500 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 199 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 198 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 397 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 5850 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 7220 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 10779 |
| IRS990/CYInvestmentIncomeAmt | 0 | 42923 |
| IRS990/CYOtherExpensesAmt | 0 | 46483 |
| IRS990/CYOtherRevenueAmt | 0 | 19563 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 14269 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -31956 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 58669 |
| IRS990/CYTotalExpensesAmt | 0 | 115931 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 34721 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 83975 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE ORGANIZATION CONDUCTED SEMINARS PROVIDING INFORMATION AND TOOLS FOR BUDGETING, FINANCIAL GOAL SETTING, DEBT MANAGEMENT, INVESTMENT BASICS, WEALTH ACCUMULATION AND WEALTH MANAGEMENT. SEMINARS CONDUCTED FOR HIGH SCHOOL STUDENTS ALSO INCLUDED PRESENTING INFORMATION ABOUT CAREERS IN ACCOUNTING, TAX, BANKING, FINANCIAL PLANNING AND INVESTMENT ADVISING. THE ORGANIZATION ALSO AWARDED SCHOLARSHIPS TO COLLEGE STUDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 68726 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 11147 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 11147 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DARRELL CAIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MICHAEL ROSENBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JIM KINCAID |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TONI LEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KEN KELLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROGER NOFSINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | RICHARD CHILLEMI II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | BRUCE OUELLETTE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | RON HAWKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | KAREN HOPE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DEAN BRANDON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | TIMOTHY LANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MICHELE MULHOLLAND |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 54500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT/BOARD CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VICE PRES./BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | FOUNDATION DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1997 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 5850 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 37489 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 57052 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 22574 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantAmt | 0 | 10779 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 10779 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 10779 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 85339 |
| IRS990/GrossReceiptsAmt | 0 | 184229 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 185 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 185 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 370 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1121 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1121 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 20349 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 20349 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 1092038 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 1043394 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 62765 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 200 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1143984 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1112028 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 22574 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 22574 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 19563 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 19563 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 216 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 216 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 60 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACCUMULATING WEALTH SEM |
| IRS990/OtherExpensesGrp/Desc | 1 | WEBSITE DESIGN & MAINTE |
| IRS990/OtherExpensesGrp/Desc | 2 | PAYROLL PROCESSING FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | SCHOLARSHIP PROGRAM EXP |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2044 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1464 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 20325 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2045 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1465 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 2898 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 20325 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4089 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2929 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2898 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2084 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 2085 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 4169 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | DARRELL CAIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ACCUM. WEALTH SEMINARS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SCHOLARSHIP DONATIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7650 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 6619 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7650 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 6619 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | OTHER EXPENSES THAT ARE FOR THE ONGOING OPERATIONS OF THE FOUNDATION TO PRESENT MORE SEMINARS THAT WERE NOT DIRECT EXPENSES OF THE SEMINARS PRESENTED THIS FISCAL YEAR. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 601 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 80765 |
| IRS990/PYOtherExpensesAmt | 0 | 51735 |
| IRS990/PYOtherRevenueAmt | 0 | 10446 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8640 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -7485 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 56202 |
| IRS990/PYTotalExpensesAmt | 0 | 107937 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 100452 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -31956 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 14269 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1143984 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1112028 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 30145 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 38627 |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | THE ORGANIZATION BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING FACTORS: (1) THE PERCENTAGE OF PUBLIC SUPPORT IS LOW BECAUSE THE ORGANIZATION RECEIVES A HIGH PERCENTAGE OF TOTAL SUPPORT FROM INVESTMENT INCOME 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 MEMBERS OF A SINGLE FAMILY. (3) THE MISSION OF THE ORGANIZATION IS TO MAKE AVAILABLE TO THE GENERAL PUBLIC FINANCIAL EDUCATION SEMINARS AND TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS. |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1370 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2300 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18766 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 23036 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 42923 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 24438 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 26966 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 32827 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 27896 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 155050 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 142237 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.12940 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.11170 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 23036 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1370 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2300 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18766 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 23036 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 178086 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1043394 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | TBANK INVESTMENTS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 1043394 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 5850 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 1000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 4850 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LIVE & ONLINE AUCTIONS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | DINNER FUNDRAISERS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 36412 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 19600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 6890 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 62902 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 35412 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 19600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 2040 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 57052 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 57052 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 779 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 10000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | CASH FOR MEDICAL REASON |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | (5) COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,000 EACH |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 5 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALL BUT 2 OF THE BOARD MEMBERS ARE CLIENTS OF THOSE 2 BOARD MEMBERS' FINANCIAL SERVICES FIRM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TAX RETURN IS REVIEWED BY A CPA AND THE PRESIDENT OF THE FOUNDATION BEFORE IT IS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FOUNDATION MAKES IT'S FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | TX |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1143984 |
| IRS990/TotalAssetsEOYAmt | 0 | 1112028 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1143984 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1112028 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 7220 |
| IRS990/TotalEmployeeCnt | 0 | 1 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 34721 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 12484 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 68726 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 115931 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1143984 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1112028 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 68726 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 14269 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 54500 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 62486 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 14269 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 83975 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 20 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1143984 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1112028 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.