Civic Intelligence

Franklin Ovid Birmingham Trust 2

990 • Fiscal year 2014 • EIN 75-6363067

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 23, 2015

Organization ProfileN/A
P O Box 546Wylie, TX 75098

(972) 442-9192

Siviq Scores

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

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.33x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$135,216

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 53.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,800,412

Down $66,499 (-1.4%) from 2013

Net Assets

Down

$4,718,402

Down $65,211 (-1.4%) from 2013

Liabilities

Down

$82,010

Down $1,288 (-1.5%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin11th percentile

Revenue

Down

$251,827

Down $134,309 (-35%) from 2013

Expenses

Up

$317,041

Up $223,628 (+239%) from 2013

Net Income

Down

-$65,214

Down $357,937 (-122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,438,382Liabilities 2010: $305,277Net Assets 2010: $4,133,1052010Assets 2011: $4,478,105Liabilities 2011: $304,801Net Assets 2011: $4,173,3042011Assets 2012: $4,576,572Liabilities 2012: $85,684Net Assets 2012: $4,490,8882012Assets 2013: $4,866,911Liabilities 2013: $83,298Net Assets 2013: $4,783,6132013Assets 2014: $4,800,412Liabilities 2014: $82,010Net Assets 2014: $4,718,4022014Assets 2015: $4,687,291Liabilities 2015: $77,762Net Assets 2015: $4,609,5292015Assets 2016: $3,759,650Liabilities 2016: $57,862Net Assets 2016: $3,701,7882016Assets 2017: $3,758,201Liabilities 2017: $51,506Net Assets 2017: $3,706,6952017Assets 2018: $3,735,791Liabilities 2018: $47,118Net Assets 2018: $3,688,6732018Assets 2019: $3,930,067Liabilities 2019: $268,474Net Assets 2019: $3,661,5932019Assets 2020: $3,971,095Liabilities 2020: $257,431Net Assets 2020: $3,713,6642020Assets 2021: $3,889,196Liabilities 2021: $249,582Net Assets 2021: $3,639,6142021Assets 2022: $3,980,249Liabilities 2022: $241,584Net Assets 2022: $3,738,6652022Assets 2023: $3,924,451Liabilities 2023: $234,634Net Assets 2023: $3,689,8172023Assets 2024: $3,693,761Liabilities 2024: $7,785Net Assets 2024: $3,685,9762024

Highlighted filing

2014

Assets$4,800,412
Liabilities$82,010
Net Assets$4,718,402
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $125,8882010Revenue 2011: $173,814Expenses 2011: $132,883Net Income 2011: $40,9312011Expenses 2012: $168,8752012Revenue 2013: $386,136Expenses 2013: $93,413Net Income 2013: $292,7232013Revenue 2014: $251,827Expenses 2014: $317,041Net Income 2014: -$65,2142014Revenue 2015: $99,667Expenses 2015: $208,540Net Income 2015: -$108,8732015Revenue 2016: $264,208Expenses 2016: $156,650Net Income 2016: $107,5582016Revenue 2017: $183,094Expenses 2017: $178,188Net Income 2017: $4,9062017Revenue 2018: $161,514Expenses 2018: $175,641Net Income 2018: -$14,1272018Revenue 2019: $171,953Expenses 2019: $199,032Net Income 2019: -$27,0792019Revenue 2020: $256,540Expenses 2020: $204,469Net Income 2020: $52,0712020Revenue 2021: $127,532Expenses 2021: $201,580Net Income 2021: -$74,0482021Revenue 2022: $303,346Expenses 2022: $204,294Net Income 2022: $99,0522022Revenue 2023: $147,271Expenses 2023: $196,117Net Income 2023: -$48,8462023Revenue 2024: $195,956Expenses 2024: $204,221Net Income 2024: -$8,2652024

Highlighted filing

2014

Revenue$251,827
Expenses$317,041
Net Income-$65,214
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$1,669,412
Mission and Program Overview

Mission

Make contributions to WISD to be used for the upkeep and betterment of teaching advanced American History and Chemistry in WISD,

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,528,422$2,539,164▲ $10,742
Investments in Publicly Traded Securities$1,522,539$1,450,016▼ $72,523
Other Notes and Loans Receivable, Net$444,678$473,079▲ $28,401
Investments Other Securities-$236,511-
Savings and Temporary Cash Investments$359,749$74,301▼ $285,448
Cash and Non-Interest-Bearing Accounts$10,958$26,774▲ $15,816
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,866,911$4,800,412▼ $66,499
Other Assets Total$565$567▲ $2
Liabilities
Deferred Revenue$83,298$81,488▼ $1,810
Accounts Payable and Accrued Expenses-$522-
Total Liabilities$83,298$82,010▼ $1,288
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,441,310$4,562,238▲ $120,928
Unrestricted Net Assets$342,303$156,164▼ $186,139
Total Net Assets Fund Balance$4,783,613$4,718,402▼ $65,211
Total Liabilities and Net Assets / Fund Balance$4,866,911$4,800,412▼ $66,499

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$584,093$132,266$716,359
Other Land Buildings$13,362$22,904$36,266
Land$1,941,709--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon LewisExecutive DirecPT$32,168$103,048$135,216

Board Members and Trustees

NameTitle
Eric HogueChairman
Bob GrafTrustee
KC SwayzeTrustee
Mary DavisTrustee
Ben BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$238,501
Other Revenue
$13,326
Change in Net Assets
$-65,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,123
Other Expenses$70,701
Salaries, Compensation, and Employee Benefits$35,217
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,123--$211,123
Current Officers, Directors, Trustees, and Key Employees$4,825$27,343-$32,168
Occupancy$655$30,068-$30,723
Fees for Service Investment Mgmnt Fees-$11,800-$11,800
Depreciation Depletion$780$7,015-$7,795
Fees for Services Accounting$1,892$4,416-$6,308
Fees for Services Other$3,878--$3,878
Insurance$355$3,190-$3,545
Payroll Taxes$329$1,864-$2,193
Fees for Services Legal$117$1,057-$1,174
All Other Expenses$113$1,015-$1,128
Other Employee Benefits$128$728-$856
Other Expenses$69$621-$690
Office Expenses$43$389-$432
Travel$22$202-$224
Total Functional Expenses$224,630$92,411$0$317,041
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wylie Independent School DistrictWylie, TX170(b)(1)(A)(ii)Educational support$211,123
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“There are no committees and therefore no board authority delegated to any committee. The Mayor of the city of Wylie is the Board Chairman. The Mayor has no vote except in the case of a tie.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“The Executive Director documents the Board meetings contemporaneously in written minutes that are prepared and presented to the Board at the next meeting for approval. There are no committees, so there are no minutes for any committees (8b).”

Form 990, Part VI, Line 10B: Explanation of No Written Policies and Procedures for Chapters, Branche

“See Schedule R, part VII, page 5 for further explanation. Birmingham Land Trust #1 and taxpayer, Birmingham Land Trust #2 are affiliated by the fact that their assets, income and expenses are commingled and have been since the establishment of Trust #2. The Trusts also have the same Board as designated in the Trust documents. There are not separate written policies other than the Trust documents and the court orders specifying the ownership of the Trust assets as further described in Schedule R.The trust documents for the separate Trusts specify which programs at WISD each specific Trust is required to support. Trust #2's contributions are limited to the benefit of classes in the areas of American history and chemistry. Trust #1's contributions are limited to the benefit of classes in the areas of manual training and domestic economy.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is presented to Treasurer for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members and key employees are required to sign a conflict of interest policy on an annual basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Disclosure of documents and policies are made upon request as required by state and federal law.”

Filing and Contact Details

Filer

Filer Name
Birmingham Trust 2
EIN
75-6363067
Phone
9724429192
Address
P O BOX 546, WYLIE, TX 75098

Signing Officer

Name
Ben Brown
Title
Treasurer
Signed
2015-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Lewis
Formed
1950
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
Cox Rogers & Associates Inc
Address
703 North Green, Longview, TX 75601
Preparer
Robert G Rogers
Phone
9037533342
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $3”

Raw XML AppendixShowing 400 of 554 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.

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IRS990/OtherAssetsTotalGrp/EOYAmt0567
IRS990/OtherChangesInNetAssetsAmt03
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0728
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0128
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0856
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Auto expense
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Management fee - other
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1862
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3621
IRS990/OtherExpensesGrp/ProgramServicesAmt0128
IRS990/OtherExpensesGrp/ProgramServicesAmt196
IRS990/OtherExpensesGrp/ProgramServicesAmt277
IRS990/OtherExpensesGrp/ProgramServicesAmt369
IRS990/OtherExpensesGrp/TotalAmt01280
IRS990/OtherExpensesGrp/TotalAmt1958
IRS990/OtherExpensesGrp/TotalAmt2766
IRS990/OtherExpensesGrp/TotalAmt3690
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0444678
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0473079
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01864
IRS990/PayrollTaxesGrp/ProgramServicesAmt0329
IRS990/PayrollTaxesGrp/TotalAmt02193
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04441310
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04562238
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jon Lewis
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYGrantsAndSimilarPaidAmt020221
IRS990/PYInvestmentIncomeAmt0369867
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IRS990/PYOtherRevenueAmt016269
IRS990/PYRevenuesLessExpensesAmt0292723
IRS990/PYSalariesCompEmpBnftPaidAmt033525
IRS990/PYTotalExpensesAmt093413
IRS990/PYTotalRevenueAmt0386136
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-65214
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013326
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0359749
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074301
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0181425
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0166054
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0181425
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0166054
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0156444
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt094843
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt024981
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt071211
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt071211
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0155706
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0155706
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt060529
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0155706
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0155706
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt040311
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0155706
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0224630
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt028613
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt028613
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt028613
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt040311
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt013507
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0155706
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0211123
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0224630
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Form 990, Schedule A, Part IV, Section D 2 Explanation of how taxpayer maintains a close and continuous working relationship with the supported organization.Taxpayer Birmingham Land Trust # 2Supported Organization Wylie Independent School District (WISD)The taxpayer (Birmingham Land Trust #2) is involved with WISD on a regular and continual basis during the year monitoring the authorized expenditures as they are made by WISD and approving the programs to be funded by taxpayers donations. After receiving the annual donation from the taxpayer (normally in December of each year) WISD prepares a program budget identifying what programs they propose to fund with the donations. These donated funds are placed in an escrow fund owned by WISD. WISD prepares a detail of the various programs budgets and delineates how the programs conform to the taxpayers required use of the funds. WISD officials present these proposed programs to taxpayers Board annually. The presentation is done prior to the beginning of the school year in order to implement the programs in the next school year (normally beginning in August). Taxpayers Board and WISD officials discuss the various programs and taxpayers Board makes its selection of the programs it desires to approve.On an ongoing basis, taxpayer must approve the actual release of the funds to WISD from the escrow fund holding the contributions. As projects are begun, WISD will submit a request to taxpayer and the escrow fund. Taxpayer reviews the request for compliance with the requirements and approves the release of funds from the escrow agent.On a monthly basis taxpayer receives a statement from WISDs finance department showing the original budget proposals and the actual expenditures to date so taxpayer can track the status of the expenditures and programs.During the year, WISD may have changes to the proposed budget or potential new programs for taxpayer to consider. These changes/new programs are discussed with taxpayers executive director who discusses them with taxpayers Board for approval or disapproval. When WISD completes major projects (furnishing a particular building or program) taxpayers Board will be invited to tour the new facilities and review the items funded by taxpayers donations. These inspections take place periodically as projects/programs are completed.Taxpayers executive director and officials at WISD are in contact continually during the year discussing any changes to the programs or changes to taxpayers anticipated contributions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04516500
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0531286
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02206801
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt067748
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01778413
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04448752
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0155706
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04516500
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0155706
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0756002810
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0211123
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Wylie Independent School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0211123
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0584093
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0132266
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0716359
IRS990ScheduleD/LandGrp/BookValueAmt01941709
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01941709

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,800,412
Liabilities
$82,010
Net assets
$4,718,402
Revenue
$251,827
Expenses
$317,041
Net income
-$65,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$0.01$3.69$0.20$0.20$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.23$3.69$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.24$3.74$0.30$0.20$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.25$3.64$0.13$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.26$3.71$0.26$0.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.27$3.66$0.17$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.05$3.69$0.16$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.05$3.71$0.18$0.18$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.06$3.70$0.26$0.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.08$4.61$0.10$0.21$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.08$4.72$0.25$0.32$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.08$4.78$0.39$0.09$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.09$4.49$0.17
2011Summary only. Only limited summary data is available for this year.$4.48$0.30$4.17$0.17$0.13$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.31$4.13$0.13
Peer Organizations

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