Civic Intelligence

3 to 1 Foundation

990 • Fiscal year 2020 • EIN 75-2731283

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 14, 2021

Organization ProfileWWW.3TO1FOUNDATION.ORG
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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-120%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$71,770

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 89.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.6%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$1,024,148

Down $95,767 (-8.6%) from 2019

Net Assets

Down

$1,023,758

Down $96,157 (-8.6%) from 2019

Liabilities

Up

$390

Up $390 from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin3rd percentile

Revenue

Down

$80,004

Down $11,152 (-12%) from 2019

Expenses

Down

$176,161

Down $12,790 (-6.8%) from 2019

Net Income

Up

-$96,157

Up $1,638 (+1.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2020

Assets$1,024,148
Liabilities$390
Net Assets$1,023,758
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

2020

Revenue$80,004
Expenses$176,161
Net Income-$96,157
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 14, 2021
Return Version
2019v5.2
Gross Receipts
$2,910,762
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$1,119,915$1,023,758▼ $96,157
Investments Other Securities$1,075,664$935,038▼ $140,626
Cash and Non-Interest-Bearing Accounts$30,563$62,836▲ $32,273
Savings and Temporary Cash Investments$13,688$23,343▲ $9,655
Pledges and Grants Receivable-$1,631-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,119,915$1,024,148▼ $95,767
Other Assets Total$0$1,300▲ $1,300
Liabilities
Other Liabilities$0$390▲ $390
Total Liabilities$0$390▲ $390
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,119,915$1,023,758▼ $96,157
Total Liabilities and Net Assets / Fund Balance$1,119,915$1,024,148▼ $95,767

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$935,038--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michele MulhollandFoundation DirectorFT$71,770$71,770

Board Members and Trustees

NameTitle
Darrell CainPres/board Chairman
Brett PierceBoard Member
Emmanuel MillerBoard Member
Joe MillerBoard Member
Kimberly McbrayerBoard Member
Michael RosenbergBoard Member
Michelle BairdBoard Member
Timothy LaneBoard Member
Toni LeeBoard Member
Zane HarrisBoard Member
Richard Chillemi IiVice Pres/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$39,892
Program Service Revenue
$0
Investment Income
$-8,650
Other Revenue
$48,762
All Other Contributions
$28,792
Change in Net Assets
$-96,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$109,403
Total Fundraising Expense$65,160
Other Expenses$44,758
Grants and Similar Amounts Paid$22,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$35,885-$35,885$71,770
Other Salaries and Wages$14,790-$14,790$29,580
Grants to Domestic Individuals$22,000--$22,000
Payroll Taxes$3,877-$3,876$7,753
All Other Expenses$2,714$118$4,365$7,197
Other Expenses$1,429-$1,429$2,858
Advertising$461-$857$1,318
Insurance-$1,143-$1,143
Office Expenses-$597-$597
Other Employee Benefits$150-$150$300
Total Functional Expenses$109,143$1,858$65,160$176,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,290
Fundraising Direct Expenses$10,733
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
North Texas Giving Day$15,148$15,148-$15,148
Live & Online Auctions$13,996$12,996-$12,996
Total Events$39,289$38,289-$38,289
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Basis Adjustments$390
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

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

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“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
9722333323
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Cain
Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
0
Employees
2
Volunteers
25

Preparer

Firm
Cain Watters & Associates LLC
Address
6900 DALLAS PARKWAY STE 500, PLANO, TX 75024
Preparer
Darrell Cain
Phone
9722333323
Raw XML AppendixShowing 400 of 443 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/FundraisingAmt0857
IRS990/AdvertisingGrp/ProgramServicesAmt0461
IRS990/AdvertisingGrp/TotalAmt01318
IRS990/AllOtherContributionsAmt028792
IRS990/AllOtherExpensesGrp/FundraisingAmt04365
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0118
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02714
IRS990/AllOtherExpensesGrp/TotalAmt07197
IRS990/BackupWthldComplianceInd01
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt030563
IRS990/CashNonInterestBearingGrp/EOYAmt062836
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt035885
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt035885
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071770
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt01000
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039892
IRS990/CYGrantsAndSimilarPaidAmt022000
IRS990/CYInvestmentIncomeAmt0-8650
IRS990/CYOtherExpensesAmt044758
IRS990/CYOtherRevenueAmt048762
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-96157
IRS990/CYSalariesCompEmpBnftPaidAmt0109403
IRS990/CYTotalExpensesAmt0176161
IRS990/CYTotalFundraisingExpenseAmt065160
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080004
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109143
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
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/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/PersonNm0DARRELL CAIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELLE BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm3TONI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD CHILLEMI II
IRS990/Form990PartVIISectionAGrp/PersonNm6TIMOTHY LANE
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHELE MULHOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm8ZANE HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm9KIMBERLY MCBRAYER
IRS990/Form990PartVIISectionAGrp/PersonNm10BRETT PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm11EMMANUEL MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt771770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/TitleTxt0PRES/BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRES/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt01000
IRS990/FundraisingDirectExpensesAmt010733
IRS990/FundraisingGrossIncomeAmt038290
IRS990/GainOrLossGrp/SecuritiesAmt0-29856
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt022000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt022000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02790169
IRS990/GrossReceiptsAmt02910762
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01143
IRS990/InsuranceGrp/TotalAmt01143
IRS990/InvestmentIncomeGrp/ExclusionAmt021206
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021206
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01075664
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0935038
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02820025
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt010100
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/NetAssetsOrFundBalancesBOYAmt01119915
IRS990/NetAssetsOrFundBalancesEOYAmt01023758
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-29856
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29856
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027557
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027557
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0597
IRS990/OfficeExpensesGrp/TotalAmt0597
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01300
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0150
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0150
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0300
IRS990/OtherExpensesGrp/Desc0SEMINAR EXPENSES
IRS990/OtherExpensesGrp/Desc1WEBSITE DESIGN & MAINTE
IRS990/OtherExpensesGrp/Desc2ANNUAL MEETING EXPENSES
IRS990/OtherExpensesGrp/Desc3PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/FundraisingAmt02146
IRS990/OtherExpensesGrp/FundraisingAmt11662
IRS990/OtherExpensesGrp/FundraisingAmt21429
IRS990/OtherExpensesGrp/ProgramServicesAmt024028
IRS990/OtherExpensesGrp/ProgramServicesAmt12146
IRS990/OtherExpensesGrp/ProgramServicesAmt21663
IRS990/OtherExpensesGrp/ProgramServicesAmt31429
IRS990/OtherExpensesGrp/TotalAmt024028
IRS990/OtherExpensesGrp/TotalAmt14292
IRS990/OtherExpensesGrp/TotalAmt23325
IRS990/OtherExpensesGrp/TotalAmt32858
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0390
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVEN
IRS990/OtherRevenueMiscGrp/ExclusionAmt021205
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021205
IRS990/OtherRevenueTotalAmt021205
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014790
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014790
IRS990/OtherSalariesAndWagesGrp/TotalAmt029580
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03876
IRS990/PayrollTaxesGrp/ProgramServicesAmt03877
IRS990/PayrollTaxesGrp/TotalAmt07753
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01631
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARRELL CAIN
IRS990/ProfessionalFundraisingInd00
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/PYContributionsGrantsAmt024468
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024200
IRS990/PYInvestmentIncomeAmt055603
IRS990/PYOtherExpensesAmt053749
IRS990/PYOtherRevenueAmt09097
IRS990/PYProgramServiceRevenueAmt01988
IRS990/PYRevenuesLessExpensesAmt0-97795
IRS990/PYSalariesCompEmpBnftPaidAmt0111002
IRS990/PYTotalExpensesAmt0188951
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt091156
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-96157
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01119915
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01023758
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023343
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 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/CurrentTaxYearAmt039892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0125369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-8650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0245379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042923
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0393218
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0209158
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24180
IRS990ScheduleA/PublicSupportPY170Pct00.16800
IRS990ScheduleA/PublicSupportTotal170Amt0125369
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0125369
IRS990ScheduleA/TotalSupportAmt0518587
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENT BASIS ADJUSTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0935038
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TD AMERITRADE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0935038
IRS990ScheduleD/TotalLiabilityAmt0390
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVE & ONLINE AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NORTH TEXAS GIVING DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039289
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038289
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0(11) COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $2,000 EACH.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE BOARD MEMBERS ARE EITHER PARTNERS/EMPLOYEES OF THE SAME FINANCIAL SERVICES FIRM OR CLIENTS OF THAT FINANCIAL SERVICES FIRM.
IRS990ScheduleO/SupplementalInformationDetail/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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01119915
IRS990/TotalAssetsEOYAmt01024148
IRS990/TotalAssetsGrp/BOYAmt01119915
IRS990/TotalAssetsGrp/EOYAmt01024148
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt039892
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt065160
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01858
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109143
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176161
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0390
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0390
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01119915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01023758
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109143
IRS990/TotalReportableCompFromOrgAmt071770
IRS990/TotalRevenueGrp/ExclusionAmt040112
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080004
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,024,148
Liabilities
$390
Net assets
$1,023,758
Revenue
$80,004
Expenses
$176,161
Net income
-$96,157
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
2020Detailed filing. Detailed filing data is available for this year.$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