Civic Intelligence

3 to 1 Foundation

990 • Fiscal year 2016 • EIN 75-2731283

Dec 01, 2015 to Nov 30, 2016 • Filed on Oct 12, 2017

6900 North Dallas Parkway No 500Plano, TX 75024

(972) 233-3323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-38%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$54,500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 64.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.8%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$1,112,028
Liabilities$0
Net Assets$1,112,028

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$83,975
Expenses$115,931
Net Income-$31,956
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Oct 12, 2017
Return Version
2015v3.0
Gross Receipts
$184,229
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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Other Securities$1,043,394--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michele MulhollandFoundation DirectorFT$54,500$54,500

Board Members and Trustees

NameTitle
Darrell CainPresident/board Chairman
Bruce OuelletteBoard Member
Dean BrandonBoard Member
Jim KincaidBoard Member
Karen HopeBoard Member
Ken KellerBoard Member
Michael RosenbergBoard Member
Roger NofsingerBoard Member
Ron HawkinsBoard Member
Timothy LaneBoard Member
Toni LeeBoard Member
Richard Chillemi IiVice Pres./board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$7,220
Program Service Revenue
$14,269
Investment Income
$42,923
Other Revenue
$19,563
All Other Contributions
$1,170
Change in Net Assets
$-31,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,052
Fundraising Direct Expenses$37,489
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

All but 2 of the board members are clients of those 2 board members' financial services firm.

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section B, Line 11

The tax return is reviewed by a cpa and the president 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
6900 NORTH DALLAS PARKWAY NO 500, PLANO, TX 75024

Signing Officer

Name
Darrell Cain
Title
President
Phone
4692984100
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Cain
Formed
1997
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
0
Employees
1
Volunteers
20

Preparer

Firm
Cain Watters & Associates LLC
Address
6900 NORTH DALLAS PARKWAY STE 500, PLANO, TX 75024
Preparer
Darrell Cain
Phone
9722333323
Raw XML AppendixShowing 400 of 440 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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/FundraisingAmt0870
IRS990/AdvertisingGrp/ProgramServicesAmt0871
IRS990/AdvertisingGrp/TotalAmt01741
IRS990/AllOtherContributionsAmt01170
IRS990/AllOtherExpensesGrp/FundraisingAmt0625
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0625
IRS990/AllOtherExpensesGrp/TotalAmt01250
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAIN WATTERS & ASSOC PLLC
IRS990/BooksInCareOfDetail/PhoneNum09722333323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06900 NORTH DALLAS PARKWAY SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075024
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt021741
IRS990/CashNonInterestBearingGrp/EOYAmt030007
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt027250
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt027250
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt054500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0199
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0198
IRS990/ConferencesMeetingsGrp/TotalAmt0397
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt05850
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07220
IRS990/CYGrantsAndSimilarPaidAmt010779
IRS990/CYInvestmentIncomeAmt042923
IRS990/CYOtherExpensesAmt046483
IRS990/CYOtherRevenueAmt019563
IRS990/CYProgramServiceRevenueAmt014269
IRS990/CYRevenuesLessExpensesAmt0-31956
IRS990/CYSalariesCompEmpBnftPaidAmt058669
IRS990/CYTotalExpensesAmt0115931
IRS990/CYTotalFundraisingExpenseAmt034721
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt083975
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt068726
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011147
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011147
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0DARRELL CAIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM KINCAID
IRS990/Form990PartVIISectionAGrp/PersonNm3TONI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm4KEN KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm5ROGER NOFSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD CHILLEMI II
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE OUELLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm8RON HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN HOPE
IRS990/Form990PartVIISectionAGrp/PersonNm10DEAN BRANDON
IRS990/Form990PartVIISectionAGrp/PersonNm11TIMOTHY LANE
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHELE MULHOLLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1254500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRES./BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12FOUNDATION DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt05850
IRS990/FundraisingDirectExpensesAmt037489
IRS990/FundraisingGrossIncomeAmt057052
IRS990/GainOrLossGrp/SecuritiesAmt022574
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt010779
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010779
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010779
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt085339
IRS990/GrossReceiptsAmt0184229
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0185
IRS990/InformationTechnologyGrp/ProgramServicesAmt0185
IRS990/InformationTechnologyGrp/TotalAmt0370
IRS990/InsuranceGrp/ManagementAndGeneralAmt01121
IRS990/InsuranceGrp/TotalAmt01121
IRS990/InvestmentIncomeGrp/ExclusionAmt020349
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020349
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01092038
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01043394
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062765
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0200
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/NetAssetsOrFundBalancesBOYAmt01143984
IRS990/NetAssetsOrFundBalancesEOYAmt01112028
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022574
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022574
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019563
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019563
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0216
IRS990/OfficeExpensesGrp/TotalAmt0216
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACCUMULATING WEALTH SEM
IRS990/OtherExpensesGrp/Desc1WEBSITE DESIGN & MAINTE
IRS990/OtherExpensesGrp/Desc2PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP PROGRAM EXP
IRS990/OtherExpensesGrp/FundraisingAmt02044
IRS990/OtherExpensesGrp/FundraisingAmt11464
IRS990/OtherExpensesGrp/ProgramServicesAmt020325
IRS990/OtherExpensesGrp/ProgramServicesAmt12045
IRS990/OtherExpensesGrp/ProgramServicesAmt21465
IRS990/OtherExpensesGrp/ProgramServicesAmt32898
IRS990/OtherExpensesGrp/TotalAmt020325
IRS990/OtherExpensesGrp/TotalAmt14089
IRS990/OtherExpensesGrp/TotalAmt22929
IRS990/OtherExpensesGrp/TotalAmt32898
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02084
IRS990/PayrollTaxesGrp/ProgramServicesAmt02085
IRS990/PayrollTaxesGrp/TotalAmt04169
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARRELL CAIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ACCUM. WEALTH SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOLARSHIP DONATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16619
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER 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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0601
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt080765
IRS990/PYOtherExpensesAmt051735
IRS990/PYOtherRevenueAmt010446
IRS990/PYProgramServiceRevenueAmt08640
IRS990/PYRevenuesLessExpensesAmt0-7485
IRS990/PYSalariesCompEmpBnftPaidAmt056202
IRS990/PYTotalExpensesAmt0107937
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0100452
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-31956
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014269
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01143984
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01112028
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038627
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE 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/CurrentTaxYearAmt01370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027896
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0155050
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0142237
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12940
IRS990ScheduleA/PublicSupportPY170Pct00.11170
IRS990ScheduleA/PublicSupportTotal170Amt023036
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018766
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023036
IRS990ScheduleA/TotalSupportAmt0178086
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01043394
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TBANK INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01043394
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt04850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVE & ONLINE AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057052
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057052
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0779
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH FOR MEDICAL REASON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1(5) COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,000 EACH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BUT 2 OF THE BOARD MEMBERS ARE CLIENTS OF THOSE 2 BOARD MEMBERS' FINANCIAL SERVICES FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY A CPA AND THE PRESIDENT 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01143984
IRS990/TotalAssetsEOYAmt01112028
IRS990/TotalAssetsGrp/BOYAmt01143984
IRS990/TotalAssetsGrp/EOYAmt01112028
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07220
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034721
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068726
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115931
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01143984
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01112028
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068726
IRS990/TotalProgramServiceRevenueAmt014269
IRS990/TotalReportableCompFromOrgAmt054500
IRS990/TotalRevenueGrp/ExclusionAmt062486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083975
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01143984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01112028

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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