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
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 58.1% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Assets
Down$1,094,242
Down $17,786 (-1.6%) from 2016
Net Assets
Down$1,094,242
Down $17,786 (-1.6%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$102,455
Up $18,480 (+22%) from 2016
Expenses
Up$120,241
Up $4,310 (+3.7%) from 2016
Net Income
Up-$17,786
Up $14,170 (+44%) from 2016
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 | $1,112,028 | $1,094,242 | ▼ $17,786 |
| Investments Other Securities | $1,043,394 | $1,027,671 | ▼ $15,723 |
| Savings and Temporary Cash Investments | $38,627 | $46,982 | ▲ $8,355 |
| Cash and Non-Interest-Bearing Accounts | $30,007 | $19,589 | ▼ $10,418 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,112,028 | $1,094,242 | ▼ $17,786 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,112,028 | $1,094,242 | ▼ $17,786 |
| Total Liabilities and Net Assets / Fund Balance | $1,112,028 | $1,094,242 | ▼ $17,786 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $1,027,671 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Michele Mulholland | Foundation Director | FT | $59,500 | $59,500 |
| Name | Title |
|---|---|
| Darrell Cain | President/board Chairman |
| Dean Brandon | Board Member |
| Joe Miller | Board Member |
| Karen Hope | Board Member |
| Michael Rosenberg | Board Member |
| Michelle Baird | 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 | $64,052 |
| Total Fundraising Expense | $41,323 |
| Other Expenses | $35,815 |
| Grants and Similar Amounts Paid | $20,374 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $29,750 | - | $29,750 | $59,500 |
| Grants to Domestic Individuals | $20,374 | - | - | $20,374 |
| Fees for Service Investment Mgmnt Fees | - | $8,332 | - | $8,332 |
| Payroll Taxes | $2,276 | - | $2,276 | $4,552 |
| Advertising | $1,305 | - | $2,422 | $3,727 |
| Other Expenses | $1,401 | - | $1,401 | $2,802 |
| All Other Expenses | $1,972 | $199 | $361 | $2,532 |
| Conferences and Meetings | $671 | - | $671 | $1,342 |
| Insurance | - | $1,121 | - | $1,121 |
| Office Expenses | - | $48 | - | $48 |
| Total Functional Expenses | $69,218 | $9,700 | $41,323 | $120,241 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $70,500 |
| Fundraising Direct Expenses | $55,614 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Live & Online Auctions | $51,165 | $50,015 | $22,990 | $27,025 |
| Dinner Fundraisers | $39,750 | $19,600 | $1,479 | $18,121 |
| Total Events | $95,830 | $70,500 | $55,615 | $14,885 |
“All of the board members are either partners/employees of the same financial services firm or clients of that 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 | 2422 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 1305 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3727 |
| IRS990/AllOtherContributionsAmt | 0 | 2438 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 361 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 199 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1972 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2532 |
| 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 | 30007 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 19589 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 29750 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 29750 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 59500 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 671 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 671 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1342 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 25330 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 27868 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 20374 |
| IRS990/CYInvestmentIncomeAmt | 0 | 57963 |
| IRS990/CYOtherExpensesAmt | 0 | 35815 |
| IRS990/CYOtherRevenueAmt | 0 | 14886 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1738 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -17786 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 64052 |
| IRS990/CYTotalExpensesAmt | 0 | 120241 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 41323 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 102455 |
| 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 | 69218 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 8332 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 8332 |
| 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 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 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/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/PersonNm | 0 | DARRELL CAIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MICHAEL ROSENBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHELLE BAIRD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TONI LEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOE MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROGER NOFSINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | RICHARD CHILLEMI II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RON HAWKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KAREN HOPE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | DEAN BRANDON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | TIMOTHY LANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | 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 | 59500 |
| 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/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 | 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 | 25330 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 55614 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 70500 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 40707 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 20374 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 20374 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 20374 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 87676 |
| IRS990/GrossReceiptsAmt | 0 | 205038 |
| 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/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1121 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1121 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 17256 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 17256 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 1043394 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 1027671 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 46969 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 100 |
| 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 | 1112028 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1094242 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 40707 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 40707 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 14886 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 14886 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 48 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 48 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACCUMULATING WEALTH SEM |
| IRS990/OtherExpensesGrp/Desc | 1 | WEBSITE DESIGN & MAINTE |
| IRS990/OtherExpensesGrp/Desc | 2 | CREDIT CARD PROCESSING |
| IRS990/OtherExpensesGrp/Desc | 3 | PAYROLL PROCESSING FEES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2351 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 2091 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 1401 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 7028 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2351 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2090 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1401 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 7028 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4702 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4181 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2802 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2276 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 2276 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 4552 |
| 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/Desc | 0 | ACCUM. WEALTH SEMINARS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1738 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1738 |
| 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 | 7220 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 10779 |
| IRS990/PYInvestmentIncomeAmt | 0 | 42923 |
| IRS990/PYOtherExpensesAmt | 0 | 46483 |
| IRS990/PYOtherRevenueAmt | 0 | 19563 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 14269 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -31956 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 58669 |
| IRS990/PYTotalExpensesAmt | 0 | 115931 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 83975 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -17786 |
| 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 | 1738 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1112028 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1094242 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 38627 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 46982 |
| 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 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 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 | 27868 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1370 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2300 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 32138 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 57963 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 42923 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24438 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 26966 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 32827 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 185117 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 214475 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.14790 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.12940 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 32138 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 27868 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1370 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2300 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 32138 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 217255 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1027671 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | TBANK INVESTMENTS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 1027671 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 25330 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 1150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 20150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 4030 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 55615 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 5183 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 850 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 6033 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LIVE & ONLINE AUCTIONS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | DINNER FUNDRAISERS |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 24913 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 24913 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 51165 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 39750 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 4915 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 95830 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 50015 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 19600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 885 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 70500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 14885 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 200 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 24669 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 22990 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 1479 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 374 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 2000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | CASH FOR CASUALTY LOSS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | (10) COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,000 EACH |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 10 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ALL OF THE BOARD MEMBERS ARE EITHER PARTNERS/EMPLOYEES OF THE SAME FINANCIAL SERVICES FIRM OR CLIENTS OF THAT 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 11B |
| 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 | 1112028 |
| IRS990/TotalAssetsEOYAmt | 0 | 1094242 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1112028 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1094242 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 27868 |
| IRS990/TotalEmployeeCnt | 0 | 1 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 41323 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 9700 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 69218 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 120241 |
| 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 | 1112028 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1094242 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 69218 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1738 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 59500 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 72849 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1738 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 102455 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 20 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1112028 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1094242 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.