Liabilities / Assets
15th 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
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
54th percentile
Higher top officer pay than 54% of similar nonprofits.
Top officer pay equals 77.7% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Assets
Down$1,119,915
Down $97,795 (-8.0%) from 2018
Net Assets
Down$1,119,915
Down $97,795 (-8.0%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Down$91,156
Down $200,877 (-69%) from 2018
Expenses
Up$188,951
Up $24,494 (+15%) from 2018
Net Income
Down-$97,795
Down $225,371 (-177%) from 2018
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 | $1,217,710 | $1,119,915 | ▼ $97,795 |
| Investments Other Securities | $1,194,290 | $1,075,664 | ▼ $118,626 |
| Cash and Non-Interest-Bearing Accounts | $11,565 | $30,563 | ▲ $18,998 |
| Savings and Temporary Cash Investments | $11,855 | $13,688 | ▲ $1,833 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,217,710 | $1,119,915 | ▼ $97,795 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,217,710 | $1,119,915 | ▼ $97,795 |
| Total Liabilities and Net Assets / Fund Balance | $1,217,710 | $1,119,915 | ▼ $97,795 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $1,075,664 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Michele Mulholland | Foundation Director | FT | $70,812 | $70,812 |
| Name | Title |
|---|---|
| Darrell Cain | President/board Chairman |
| Brett Pierce | Board Member |
| Emmanuel Miller | Board Member |
| Joe Miller | Board Member |
| Kimberly Mcbrayer | Board Member |
| Michael Rosenberg | Board Member |
| Michelle Baird | Board Member |
| Timothy Lane | Board Member |
| Toni Lee | Board Member |
| Zane Harris | Board Member |
| Richard Chillemi Ii | Vice Pres./board Member |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $111,002 |
| Total Fundraising Expense | $78,692 |
| Other Expenses | $53,749 |
| Grants and Similar Amounts Paid | $24,200 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $35,406 | - | $35,406 | $70,812 |
| Other Salaries and Wages | $15,990 | - | $15,991 | $31,981 |
| Grants to Domestic Individuals | $24,200 | - | - | $24,200 |
| Advertising | $6,549 | - | $12,162 | $18,711 |
| Payroll Taxes | $3,932 | - | $3,932 | $7,864 |
| Travel | $1,707 | - | $1,707 | $3,414 |
| All Other Expenses | $1,829 | $232 | $883 | $2,944 |
| Fees for Service Investment Mgmnt Fees | - | $1,397 | - | $1,397 |
| Office Expenses | - | $1,141 | - | $1,141 |
| Insurance | - | $1,121 | - | $1,121 |
| Other Expenses | $909 | - | $1,082 | $909 |
| Conferences and Meetings | $228 | - | $228 | $456 |
| Other Employee Benefits | $173 | - | $172 | $345 |
| Fees for Services Legal | $-75 | - | - | $-75 |
| Total Functional Expenses | $106,368 | $3,891 | $78,692 | $188,951 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $31,729 |
| Fundraising Direct Expenses | $22,632 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Live & Online Auctions | $33,494 | $22,286 | $18,392 | $3,894 |
| North Texas Giving Day | $4,493 | $4,493 | $2,216 | $2,277 |
| Total Events | $43,373 | $31,729 | $22,450 | $9,279 |
“A majority 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 | 12162 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 6549 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 18711 |
| IRS990/AllOtherContributionsAmt | 0 | 12424 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 883 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 232 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1829 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2944 |
| 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 | 11565 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 30563 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 35406 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 35406 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 70812 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 228 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 228 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 456 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 11644 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 24468 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 24200 |
| IRS990/CYInvestmentIncomeAmt | 0 | 55603 |
| IRS990/CYOtherExpensesAmt | 0 | 53749 |
| IRS990/CYOtherRevenueAmt | 0 | 9097 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1988 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -97795 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 111002 |
| IRS990/CYTotalExpensesAmt | 0 | 188951 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 78692 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 91156 |
| 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 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 106368 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | -75 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | -75 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1397 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1397 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form1098CFiledInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form8899Filedind | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| 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 | RICHARD CHILLEMI II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | TIMOTHY LANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MICHELE MULHOLLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ZANE HARRIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | KIMBERLY MCBRAYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | BRETT PIERCE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | EMMANUEL MILLER |
| 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 | 70812 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| 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 | VICE PRES./BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | FOUNDATION DIRECTOR |
| 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/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1997 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 11644 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 22632 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 31729 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 26450 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 24200 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 24200 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 24200 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4197863 |
| IRS990/GrossReceiptsAmt | 0 | 4285201 |
| 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 | 29153 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 29153 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 1194290 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 1075664 |
| IRS990/IRPDocumentCnt | 0 | 10 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4171413 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 400 |
| 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 | 1217710 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1119915 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 26450 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 26450 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 9097 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 9097 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1141 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 1141 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 172 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 173 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 345 |
| IRS990/OtherExpensesGrp/Desc | 0 | WEBSITE DESIGN & MAINTE |
| IRS990/OtherExpensesGrp/Desc | 1 | ACCUMULATING WEALTH SEM |
| IRS990/OtherExpensesGrp/Desc | 2 | CREDIT CARD PROCESSING |
| IRS990/OtherExpensesGrp/Desc | 3 | SCHOLARSHIP PROGRAM EXP |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 7129 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1082 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 7130 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 7307 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1083 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 909 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 14259 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 7307 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2165 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 909 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 15991 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 15990 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 31981 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 3932 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 3932 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 7864 |
| 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 | FINANCIAL EDUCATION SEMINARS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1988 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1988 |
| 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 | 32671 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 26000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 245379 |
| IRS990/PYOtherExpensesAmt | 0 | 55353 |
| IRS990/PYOtherRevenueAmt | 0 | 10244 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3739 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 127576 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 83104 |
| IRS990/PYTotalExpensesAmt | 0 | 164457 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 292033 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -97795 |
| 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 | 1988 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1217710 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1119915 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 11855 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 13688 |
| 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 THE 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 | 23568 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 32671 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27868 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1370 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 86077 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 55603 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 245379 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57963 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 42923 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24438 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 426306 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 259774 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.16800 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.17430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 86077 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 23568 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 32671 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27868 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1370 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 86077 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 512383 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1075664 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | TD AMERITRADE INVESTMENTS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 1075664 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 11644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 11208 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 436 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 22450 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LIVE & ONLINE AUCTIONS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | NORTH TEXAS GIVING DAY |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 33494 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 4493 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 5386 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 43373 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 22286 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 4493 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 4950 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 31729 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 9279 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 1842 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 22450 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 18392 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2216 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 3 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 2000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 100 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | (12) COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,000 EACH. |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | (2) HIGH SCHOOL VIDEO CONTEST AWARDS IN THE AMOUNT OF $100 EACH. |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 12 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 2 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A MAJORITY 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/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1217710 |
| IRS990/TotalAssetsEOYAmt | 0 | 1119915 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1217710 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1119915 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 24468 |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 78692 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 3891 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 106368 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 188951 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.