2024-04-15T14:44:36-04:00 2023-06-30 ORTEGO CPA FIRM PC 24285 KATY FWY STE 300 KATY TX 77494 990 2022-07-01 237079589 CY-FAIR EDUCATIONAL FOUNDATION CY-F 2813700144 PO BOX 1698 CYPRESS TX 774101698 MARK MCSHAFFRY CHAIRMAN 2813700144 2024-04-15 true MARK MCSHAFFRY XXX-XX-XXXX true BENJAMIN ORTEGO P02448980 2818193275 2024-04-15 2022 2023-04-26 12:10:37Z MARK MCSHAFFRY 17422 W BLOOMING ROSE CYPRESS TX 77429 3482428 false X WWW.THECFEF.ORG X 1970 TX CY-FAIR EDUCATIONAL FOUNDATION EXISTS TO RAISE FUNDS TO INCREASE COLLEGE ACCESS FOR GRADUATES OF CY-FAIR ISD BY AWARDING SCHOLARSHIPS AND TO PROMOTE EXCELLENCE IN TEACHING BY PROVIDING FUNDS FOR STAFF DEVELOPMENT PROGRAMS. 61 61 4 350 0 1129405 879250 0 -1653985 1703623 367617 445954 -156963 3028827 904425 912016 0 122053 155879 0 36404 222167 198381 1248645 1266276 -1405608 1762551 14636250 16508033 1336496 1445728 13299754 15062305 CY-FAIR EDUCATIONAL FOUNDATION EXISTS TO RAISE FUNDS TO INCREASE COLLEGE ACCESS FOR GRADUATES OF CY-FAIR ISD BY AWARDING SCHOLARSHIPS AND TO PROMOTE EXCELLENCE IN TEACHING BY PROVIDING FUNDS FOR STAFF DEVELOPMENT PROGRAMS. false false 830599 830599 COLLEGE SCHOLARSHIPS - CY-FAIR EDUCATIONAL FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO 143 STUDENTS. SCHOLARSHIP RECIPIENTS ARE EVALUATED BASED ON ECONOMIC NECESSITY, ACADEMIC ACHIEVEMENT, LEADERSHIP QUALITIES, AND OTHER DONOR-IMPOSED CRITERIA. THIS PROGRAM'S OBJECTEVE IS TO INCREASE COLLEGE ACCESS FOR GRADUATES OF CY-FAIR ISD. 81417 81417 STAFF DEVELOPMENT GRANT - CY-FAIR EDUCATIONAL FOUNDATION PROVIDES A GRANT EACH YEAR TO THE CY-FAIR ISD FROM A PORTION OF THE PROCEEDS OF THE "SALUTE TO THE STARS" FUNDRAISING EVENT. THE GRANT IS TO BE USED BY THE CY-FAIR ISD TO PROMOTE EXCELLENCE IN TEACHING BY FUNDING SELECTED STAFF DEVELOPMENT. 912016 true true false false false false false false true true false false false false false false true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 1 0 true 4 true false false false false false true true false false false false false false false false X 61 61 true false false false false false false true true false false false true true true true true true false false X X MARIE HOLMES 2813700144 11803 GRANT ROAD SUITE 115 CYPRESS TX 77429 MARIE HOLMES EXECUTIVE DI 40.00 X 116773 0 0 ROBERT ADAM AT LARGE OFF 1.00 X X 0 0 0 JERRY ALBRECHT TRUSTEE 1.00 X 0 0 0 JERRY ASHMORE TRUSTEE 1.00 X 0 0 0 AUDREY AYERS TRUSTEE 1.00 X 0 0 0 LAURI BAKER TRUSTEE 1.00 X 0 0 0 KEITH BARBER TRUSTEE 1.00 X 0 0 0 PETER BARNHART TRUSTEE 1.00 X 0 0 0 DEBBIE BLACKSHEAR AT LARGE OFF 1.00 X X 0 0 0 BRAD BOUILLION TRUSTEE 1.00 X 0 0 0 ALAN BREVARD TRUSTEE 1.00 X 0 0 0 ROBB BROTEMARKLE TRUSTEE 1.00 X 0 0 0 CAMERON BROWN TRUSTEE 1.00 X 0 0 0 MIKE BUBELA TRUSTEE 1.00 X 0 0 0 ELISE BUCK TRUSTEE 1.00 X 0 0 0 TODD BURRER TRUSTEE 1.00 X 0 0 0 FRED CALDWELL TRUSTEE 1.00 X 0 0 0 BOB COVEY TRUSTEE 1.00 X 0 0 0 JASON CULPEPPER AT LARGE OFF 1.00 X X 0 0 0 BRUCE DEMYER TRUSTEE 1.00 X 0 0 0 CAMERON DICKEY TRUSTEE 1.00 X 0 0 0 ADRIAN DOMINGUEZ AT LARGE OFF 1.00 X X 0 0 0 DONNA DRAUDT AT LARGE OFF 1.00 X X 0 0 0 ROY GARCIA TRUSTEE 1.00 X 0 0 0 CHRIS GILBERT TRUSTEE 1.00 X 0 0 0 BRYAN GINSBURG CHAIR ELECT 1.00 X X 0 0 0 BEVIN GORDON TRUSTEE 1.00 X 0 0 0 KEITH GROTHAUS TREASURER 1.00 X X 0 0 0 DARLENE HAJDUK TRUSTEE 1.00 X 0 0 0 MARK HENRY SECRETARY 1.00 X X 0 0 0 REBECCA HOWREN TRUSTEE 1.00 X 0 0 0 TERESA HULL TRUSTEE 1.00 X 0 0 0 TONIA JAEGGI TRUSTEE 1.00 X 0 0 0 CHERYL JOHNS TRUSTEE 1.00 X 0 0 0 VALERIE JONES TRUSTEE 1.00 X 0 0 0 KARA KOVALSKY TRUSTEE 1.00 X 0 0 0 JOHN LABUDA TRUSTEE 1.00 X 0 0 0 BENNIE LAMBERT TRUSTEE 1.00 X 0 0 0 LESLIE MARTONE TRUSTEE 1.00 X 0 0 0 MARK MCSHAFFRY CHAIRMAN 1.00 X X 0 0 0 BUTCH MILKS TRUSTEE 1.00 X 0 0 0 MATT MILKS TRUSTEE 1.00 X 0 0 0 DEENA MORGAN VICE CHAIR 1.00 X X 0 0 0 JULIE PETERSON TRUSTEE 1.00 X 0 0 0 CLAIRE PHILLIPS TRUSTEE 1.00 X 0 0 0 JOHN PIPKIN TRUSTEE 1.00 X 0 0 0 JENNIFER PITTMAN TRUSTEE 1.00 X 0 0 0 JOHN PRICE TRUSTEE 1.00 X 0 0 0 MIKE REILAND TRUSTEE 1.00 X 0 0 0 PAM SCOTT TRUSTEE 1.00 X 0 0 0 JEFF SKINNER TRUSTEE 1.00 X 0 0 0 ERIC SMITH TRUSTEE 1.00 X 0 0 0 JILL SMITH TRUSTEE 1.00 X 0 0 0 KYLE STANZEL TRUSTEE 1.00 X 0 0 0 LEIGH ANN THOMPSON TRUSTEE 1.00 X 0 0 0 APRIL THOMSON TRUSTEE 1.00 X 0 0 0 DAWN TRYON TRUSTEE 1.00 X 0 0 0 KIM VRANA TRUSTEE 1.00 X 0 0 0 PAM WELLS TRUSTEE 1.00 X 0 0 0 TERRY WHEELER AT LARGE OFF 1.00 X X 0 0 0 SCOTT WIER AT LARGE OFF 1.00 X X 0 0 0 ALICE WIMBERLY TRUSTEE 1.00 X 0 0 0 116773 1 false false false 93133 786117 448001 879250 1703623 1703623 899555 93133 453601 445954 3028827 1703623 81417 81417 830599 830599 54291 54291 75137 75137 5847 5847 20604 20604 25007 25007 32670 32670 51160 14756 36404 29109 29109 15752 15752 33208 33208 11475 11475 1266276 912016 317856 36404 479627 782432 231178 251689 31097 23020 13894348 15450892 14636250 16508033 87 87 1279959 1409308 56450 36333 1336496 1445728 X 4778113 5484011 8521641 9578294 13299754 15062305 14636250 16508033 1762551 X false true X true X 1355833 1281624 862655 1129405 879250 5508767 1355833 1281624 862655 1129405 879250 5508767 5508767 903955 66571 2347818 88835 1703623 5110802 270440 275511 367617 913568 11533137 899555 0.47760 0.54190 X PART II, LINE 10 913,568 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 15214214 494180 1109895 491026 16327263 14946527 707486 -594299 -154500 15214214 12702926 784534 2258985 737759 62159 14946527 11763209 1153375 158348 340006 32000 12702926 10511202 825356 880332 437681 16000 11763209 0.35000 0.41000 0.24000 false false 3028827 3028827 3028827 1266276 1266276 1266276 SCHEDULE D, PAGE 2, PART V, LINE 4 ALL ENDOWMENT FUNDS, WITH THE EXCEPTION OF TWO, ARE INTENDED TO FUND FUTURE SCHOLARSHIPS. ONE ENDOWMENT IS INTENDED TO FUND THE PRINCIPAL SCHOLARSHIP OF THE ANNUAL GOLF TOURNAMENT AND SCHOLARSHIPS AND ONE IS INTENDED TO FUND THE ANNUAL BASKETBALL TOURNAMENT. SCHEDULE D, PAGE 4, PART XIII PART V LINE 1E OTHER EXPENDITURES: REPRESENTS FUNDS TRANSFERRED TO UNRESTRICTED FUNDS TO FUND PRINCIPAL SCHOLARSHIP OF THE ANNUAL GOLF TOURNAMENT. PART V LINE 1F ADMINISTRATIVE EXPENSES: NO ADMINISTRATIVE EXPENSES ARE CHARGED AGAINST ENDOWMENT FUNDS. SALUTE TO THE S 274312 22953 251359 110212 GOLF TOURNAMENT 261002 23237 237765 124417 3 457374 46943 410431 218972 992688 93133 899555 453601 453601 445954 true CY-FAIR ISD PO BOX 692003 HOUSTON TX 772692003 81417 STAFF DEVELOPMENT COLLEGE SCHOLARSHIPS 143 830599 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION DOES NOT MONITOR THE GRANT FUNDS GIVEN FOR CY-FAIR ISD. COLLEGE SCHOLARSHIPS - WHEN AN APPLICANT IS AWARDED A SCHOLARSHIP, THEIR NAME IS AWARDED A SCHOLARSHIP, THEIR NAME IS ADDED TO DETAILED REPORTS WHICH TRACK THE ORIGINAL OBLIGATION AND PAYMENTS MADE EACH SEMESTER. THE REPORTS ARE VIEWED BY THE SCHOLARSHIP COMMITTEE REGULARLY AND REVIEWED BY AUDITORS ANNUALLY. THE STUDENT MUST SEND IN OFFICIAL TRANSCRIPTS EACH SEMESTER WITH PROOF OF HOURS THEY ARE TAKING AND THE MONEY GOING DIRECTLY TO THE SCHOOL. X 4 306817 FMV ON DATE OF DONATION X 1 141184 SALES OF COMPARABLE PROP false true false SCHEDULE M, PAGE 2, PART II PART I THE ORGANIZATION REPORTS IN COLUMN (B) THE NUMBER OF CONTRIBUTIONS RECEIVED IN LINES 9 AND 25 FORM 990, PART VI BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS AND TRUSTEES: RELATED DIRECTORS ARE, AS FOLLOWS: LEIGH ANN THOMPSON AND REBECCA HOWREN ARE SISTERS TO ONE ANOTHER AND DAUGHTERS OF ROBERT ADAM; ELISE ADAM-BUCK IS NIECE TO ROBERT ADAM, COUSIN TO LEIGH ANN THOMPSON AND REBECCA HOWREN; ROBERT ADAM, REBECCA HOWREN AND LEIGH ANN THOMPSON ARE EMPLOYED BY ADAM & BING, P.C.: FRED CALDWELL (OWNER), KEITH GROTHAUS (EMPLOYEE) AND PETER BARNHART (EMPLOYEE) ARE EMPLOYED BY CALDWELL COMPANIES; CLAIRE PHILLIPS AND BENNIE LAMBERT ARE EMPLOYED BY LONE STAR COLLEGE CY-FAIR; ROY GARCIA, TERESA HULL, DAWN TRYON, AND DR. MARK HENRY ARE EMPLOYED BY CY-FAIR ISD; DEBBIE BLACKSHEAR IS CY-FAIR ISD BOARD MEMBER; MATT MILKS IS SON OF BUTCH MILKS AND BOTH ARE EMPLOYED BY BALFOUR; DEBBIE BLACKSHEAR IS RETIRED FROM CY-FAIR FEDERAL CREDIT UNION, THE EMPLOYER OF CAMERON DICKY; KEITH BARBER AND JULIE PETERSON ARE EMPLOYED BY HOUSTON METHODIST WILLOWBROOK HOSPITAL; CAMERON BROWN AND JENNIFER PITTMAN ARE EMPLOYED BY AMEGY BANK. FORM 990, PAGE 6, PART VI, LINE 2 RELATED PARTIES DISCLOSED ABOVE FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT WHO THEN SENDS THE RETURN TO THE EXECUTIVE DIRECTOR FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES ALL TRUSTEES AND STAFF MEMBERS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST AFFIDAVIT DISCLOSING ANY POTENTIAL CONFLICTS. TRUSTEES AND STAFF SHOULD NOT PARTICIPATE IN ANY ACTIVITY THAT CREATES OR GIVES THE APPEARANCE OF A CONFLICT BETWEEN THEIR PERSONAL INTEREST AND THE INTEREST OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A REVIEW FOR THE EXECUTIVE DIRECTOR IS PERFORMED BY THE EXECUTIVE COMMITTEE. A PERFORMANCE APPRAISAL IS COMPLETED, THEN THE COMMITTEE DISCUSSES PERFORMANCE AND SALARY INCREASE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO MEMBERS OF THE PUBLIC UPON REQUEST AND ITS FORM 990 DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE DOCUMENTS, POLICIES,AND FINANCIAL STATEMENTS ARE REVIEWED WITH TRUSTEES REGULARLY.