Civic Intelligence

3 to 1 Foundation

990 • Fiscal year 2022 • EIN 75-2731283

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 16, 2023

Organization ProfileWWW.3TO1FOUNDATION.ORG
17 Cowboys Way 300Frisco, TX 75034

(972) 233-3323

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$57,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$1,071,103

Flat from 2022

Net Assets

Flat

$1,071,103

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin72nd percentile

Revenue

Flat

$148,687

Flat from 2022

Expenses

Flat

$117,045

Flat from 2022

Net Income

Flat

$31,642

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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 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

2022

Assets$1,071,103
Liabilities$0
Net Assets$1,071,103
Open 2022 Filing

Operations Trend

Revenue Growth70th 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 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

2022

Revenue$148,687
Expenses$117,045
Net Income$31,642
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.2
Gross Receipts
$178,976
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$1,039,461$1,071,103▲ $31,642
Investments Other Securities$674,923$658,346▼ $16,577
Savings and Temporary Cash Investments$329,985$318,376▼ $11,609
Cash and Non-Interest-Bearing Accounts$50,866$90,879▲ $40,013
Pledges and Grants Receivable$1,810$0▼ $1,810
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,059,846$1,071,103▲ $11,257
Other Assets Total$2,262$3,502▲ $1,240
Liabilities
Other Liabilities$20,385$0▼ $20,385
Total Liabilities$20,385$0▼ $20,385
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,039,461$1,071,103▲ $31,642
Total Liabilities and Net Assets / Fund Balance$1,059,846$1,071,103▲ $11,257

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$658,346--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wayne DominickFoundation DirectorFT$57,000$57,000

Board Members and Trustees

NameTitle
Darrell CainPres/board Chairman
Brett PierceBoard Member
Hannah HendricksBoard Member
Jennifer SaundersBoard 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
$24,391
Program Service Revenue
$1,025
Investment Income
$46,644
Other Revenue
$76,627
All Other Contributions
$19,633
Change in Net Assets
$31,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$66,683
Total Fundraising Expense$40,895
Grants and Similar Amounts Paid$30,468
Other Expenses$19,894
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$28,500-$28,499$56,999
Grants to Domestic Individuals$30,468--$30,468
Other Salaries and Wages$2,464-$2,464$4,928
Payroll Taxes$2,368-$2,369$4,737
All Other Expenses$1,104$300$2,433$3,837
Insurance-$1,249-$1,249
Other Expenses$1,090-$2,756$1,090
Advertising$143-$265$408
Other Employee Benefits$10-$9$19
Total Functional Expenses$74,601$1,549$40,895$117,045
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,195
Fundraising Direct Expenses$13,953
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Live/online Auctions$36,265$36,265$1,742$34,523
North Texas Giving Day$13,301$13,301$170$13,131
Total Events$70,195$70,195$13,954$56,241
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
17 COWBOYS WAY 300, FRISCO, TX 75034

Signing Officer

Name
Darrell Cain
Title
President
Phone
9722333323
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Cain
Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
20

Preparer

Firm
Cain Watters & Associates LLC
Address
17 COWBOYS WAY STE 300, FRISCO, TX 75034
Preparer
Darrell Cain
Phone
9722333323
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IRS990/OtherExpensesGrp/TotalAmt14200
IRS990/OtherExpensesGrp/TotalAmt22756
IRS990/OtherExpensesGrp/TotalAmt31090
IRS990/OtherLiabilitiesGrp/BOYAmt020385
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0901101
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVEN
IRS990/OtherRevenueMiscGrp/ExclusionAmt020385
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020385
IRS990/OtherRevenueTotalAmt020385
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02464
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02464
IRS990/OtherSalariesAndWagesGrp/TotalAmt04928
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02369
IRS990/PayrollTaxesGrp/ProgramServicesAmt02368
IRS990/PayrollTaxesGrp/TotalAmt04737
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01810
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARRELL CAIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0901101
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL SEMINARS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01025
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/PYContributionsGrantsAmt023819
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYInvestmentIncomeAmt086271
IRS990/PYOtherExpensesAmt019025
IRS990/PYOtherRevenueAmt07199
IRS990/PYProgramServiceRevenueAmt02041
IRS990/PYRevenuesLessExpensesAmt015703
IRS990/PYSalariesCompEmpBnftPaidAmt064602
IRS990/PYTotalExpensesAmt0103627
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0119330
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt031642
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01025
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01039461
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01071103
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0329985
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0318376
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING FACTORS:(1) THE PERCENTAGE OF PUBLIC SUPPORT IS LOWER THAN 33 1/3% 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. THE ORGANIZATION SOLICITS DONATIONS ON ITS PUBLIC WEBSITE, AND ALSO DRIVES THE GENERAL PUBLIC TO ITS SITE VIA A LINK ON ITS SOCIAL MEDIA PAGES, INCLUDING FACEBOOK. THE ORGANIZATION ALSO MAINTAINS A DATABASE OF OVER 800 PERSONS FROM WHICH IT CAMPAIGNS FOR DONATIONS ANNUALLY DURING NORTH TEXAS GIVING WEEK AND OTHER CAMPAIGNS.(3) THE ORGANIZATION HAS ACTIVELY GROWN ITS PROGRAMMING PARTNERS FROM TWO MAIN PARTNERS, THE DALLAS INDEPENDENT SCHOOL DISTRICT AND UPLIFT CHARTER SCHOOLS, TO OVER TWENTY DURING THE COURSE OF THE CURRENT TAX YEAR.(4) THE MISSION OF THE ORGANIZATION IS TO MAKE AVAILABLE TO THE GENERAL PUBLIC, FINANCIAL EDUCATION SEMINARS AND TO AWARD COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS; AND IT USES ITS PROGRAMMING PARTNERS IN ADDITION TO PUBLIC SOCIAL MEDIA CAMPAIGNS TO LOCATE POTENTIAL SCHOLARSHIP CANDIDATES. OVER ITS LIFE TO DATE, THE ORGANIZATION HAS IMPACTED OVER 4,000 PERSONS THROUGH ITS FINANCIAL LITERACY EFFORTS.(5) THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY, INCLUDING PERSONS WITH EXPERIENCE WITH OTHER 501(C)(3) PUBLIC CHARITIES, AS WELL AS OUTSIDE DIRECTORS FROM LOCALLY HEADQUARTERED BUSINESSES.(6) THE FOUNDATION PRESENTED FINANCIAL PLANNING EDUCATION TO INDIVIDUALS OR PARTICIPATED IN EVENTS WITH ORGANIZATIONS SERVING INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION AT 67 EVENTS DURING THE FISCAL PERIOD OF 12/1/21 - 11/30/22.(7) THE FOUNDATION'S DIRECTOR WORKS DAILY TO ENHANCE THE FOUNDATION'S CURRENT RELATIONSHIPS WITH ITS PARNTERS, AND TO IDENTIFY NEW PARTNERS WITH WHOM WE CAN WORK TO OFFER FINANCIAL PLANNING EDUCATION CONTENT WITH THE GOAL OF REACHING MORE INDIVIDUALS IN NEED OF FINANCIAL PLANNING EDUCATION, WHO FACE OBSTACLES OBTAINING IT THROUGH TRADITIONAL MEANS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0144341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt083539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-8650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt055603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0245379
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0421427
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0126254
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt020385
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24630
IRS990ScheduleA/PublicSupportPY170Pct00.25410
IRS990ScheduleA/PublicSupportTotal170Amt0144341
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032671
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144341
IRS990ScheduleA/TotalSupportAmt0586153
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0658346
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TD AMERITRADE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0658346
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0825
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt03963
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt04788
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVE/ONLINE AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NORTH TEXAS GIVING DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070195
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056241
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05447
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01807
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01742
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS IN THE AMOUNT OF $3,000 EACH.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COLLEGE SCHOLARSHIP IN THE AMOUNT OF $2,500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2CASH DONATION TO THE FAMILY PLACE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3NEW BOOKS PURCHASED FOR AREA ELEMENTARY SCHOOLS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0368
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NEW BOOKS PURCHASED FOR AREA ELEMENTARY SCHOOLS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0PURCHASE PRICE OF THE BOOKS
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,071,103
Liabilities
$0
Net assets
$1,071,103
Revenue
$148,687
Expenses
$117,045
Net income
$31,642
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
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.15$0.12$0.03
2022Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.15$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.02$1.04$0.12$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.08$0.18$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.09$0.19$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.29$0.16$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.12$0.07$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.09$0.01$0.07
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.10$0.02$0.07