2024-06-24T11:05:26-07:00 2023-12-31 Darrell Harris CPA PC PO Box 800851 Dallas TX 75380 990 2023-01-01 752797489 FERGUSON ROAD INITIATIVE FERG 2143245116 PO Box 570417 Dallas TX 753570417 Brian L Harper Treasurer 2143245116 2024-06-19 1 Brian L Harper 999009999 1 Darrell Harris CPA P00503631 2148834382 2024-06-17 X 1 11 1 AAL2 2023 2023-04-26 12:10:37Z Daniel Ortman PO Box 570417 Dallas TX 75357 293932 0 X www.fergusonroad.org X 1998 TX Engage and empower a community of advocates to advance a safe, beautiful, prosperous and proud community in Far East Dallas. 17 17 7 565 24268 0 195316 269097 0 0 333 567 26317 24268 221966 293932 0 0 0 0 141636 236051 0 0 25469 79240 84199 220876 320250 1090 -26318 292576 265986 14740 14468 277836 251518 Engage and empower a community of advocates to advance a safe, beautiful, prosperous and proud community in Far East Dallas. 0 0 184186 24268 Communication: FRI regularly communicates with our 93,000 constituents, 2000 unique businesses, 52 apartment communities, 30 churches, 40 neighborhoods, 17 schools and more than 20 nonprofit organizations. FRI publishes a semi-annual FRIdays magazine bulk mailed to 18,000 households and hand delivered to 52 apartment management offices. We provide a digital newsletter, NewsFlash, with a readership of more than 2,000 individuals. We provide an updated monthly digital Resource Directory that goes out to our community at large. We hold semi-annual FRI Community Connection Town Hall meetings in February and September, and we have a robust presence on social media through Facebook and Instagram. We provide semi-annual briefings that report on the progress of our organization that are mailed to all FRI members as well as recipients of our NewsFlash. We also host periodic Task Force meetings to address crime and promote public safety that communicates up-to-date information regarding crime initiatives and safety programs. Other communication venues include special events, fairs, and community celebrations. 43715 0 0 Community Building: FRI is a backbone participatory organization whose key programs include Community-Building and Coalition Projects. We provide ongoing support by guiding vision and strategy, raising funds, convening meetings, supporting aligned activities, establishing shared measurements, building public goodwill and trust, communicating opportunities and result to constituents, advancing policy, and mobilizing resources. These services are helping our area nonprofit partners make a positive "collective impact." FRI works behind the scenes to ensure our partners are successful in fulfilling their missions. Our core strength is identifying and building civic leaders. We identify, train, and coach them so they can work collaboratively with their volunteers to solve their own problems. 28986 0 0 Financial Services/Education: Financial Services/Education: For the past 18 years FRI has provided support for the Volunteer Income Tax Assistance (VITA) and Financial Education Literacy programs to over 17,000 individuals and families and have kept more than $29,000,000 in tax refunds to be spent in our community. Over 50% of our families are Hispanic. In 2023 we prepared 980 free tax returns, provided $1,335,831 in refunds to the taxpayers, we saved the taxpayers $286,244 in tax preparation fees and provided 245 hours of financial education and literacy in the process. 3226 0 0 We continued to publish our Resource Directory that was mailed to (50) apartment, (17) schools, (30) faith communities, and (20 nonprofits) regarding where families should go in the Far East Dallas service area to receive rental, financial, food, clothing, and work force assistance. We did this by continuing to collaborate not only with our nonprofit partners in Far East Dallas, but we expanded our resource communications to also include more than (40) service providers in the Mesquite, Balch Springs, Garland, and Pleasant Grove communities. 3226 0 0 260113 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Maria Valenzuela 2143245116 PO Box 570417 Dallas TX 753570417 X Daniel Ortman President 4 0 X X 0 0 0 Christopher Jackson Vice President 2 0 X X 0 0 0 Melanie Flinn Secretary 2.00 0 X X 0 0 0 Brian Harper Treasurer 4 0 X X 0 0 0 Gary Hasty Board Member 1 0 X 0 0 0 Christopher Rebuck Board Member 1 0 X 0 0 0 Shawn Lovelady Board Member 1 0 X 0 0 0 Jared Greco Board Member 1 0 X 0 0 0 Carmen Parra Board Member 1 0 X 0 0 0 Dr Eddie Tealer Board Member 1 0 X 0 0 0 Karl Zavitkovsky Board Member 1 0 X 0 0 0 Austin Endo Board Member 1 0 X 0 0 0 Sam Downey Board Member 1 0 X 0 0 0 Art Hall Board Member 1 0 X 0 0 0 Gary Garcia Board Member 1 0 X 0 0 0 Marcy Phillips Board Member 1 0 X 0 0 0 Becky Reed Board Member 1 0 X 0 0 0 0 0 0 0 0 0 0 0 0 29099 0 0 0 239998 842 269097 0 567 0 0 567 0 0 0 0 0 0 0 0 0 0 0 0 0 Newsletter Ad Sales 541800 24268 0 24268 0 0 0 0 0 24268 293932 0 24268 567 208000 170992 19517 17491 11410 7191 4188 31 16641 13713 1543 1385 8928 5450 3478 4051 4051 23117 22225 892 22679 16251 1108 5320 11827 11557 128 142 4193 4182 11 3233 2596 440 197 4165 4165 2006 1905 101 320250 260113 34668 25469 124346 79804 161920 177329 77580 68727 6310 8853 292576 265986 12696 11288 2044 3180 0 0 14740 14468 X 269336 236518 8500 15000 277836 251518 292576 265986 -26318 0 0 0 0 0 X 0 1 X 1 0 X 140117 183150 203392 195316 269097 991072 0 0 0 0 0 0 0 0 140117 183150 203392 195316 269097 991072 191438 799634 354 613 397 333 567 2264 0 0 0 0 0 0 0 0 0 0 0 0 993336 0 0.80500 0.99712 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 56298 47602 8696 0 21282 21125 157 8853 0 0 X 338682 0 44750 0 0 44750 293932 0 0 0 293932 365000 44750 0 0 0 44750 320250 0 0 0 320250 Schedule D, Part X, Line 2 Organization is a not-for-profit organization that is exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code as other than a private foundation. The Organization is not aware of any activities that would jeopardize its tax-exempt status and is not aware of any activities that are subject to tax on unrelated business income. As of December 31, 2023, the Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization is subject to filing a 990 Information return annually. In addition, a 990T tax return must be filed with the Internal Revenue Service for unrelated business income. With few exceptions, Federal information returns filed prior to 2020 for the Organization are no longer subject to examination by tax authorities. Form 990, Part VI, Section B, Line 11b The Executive Director and Treasurer reviews the 990 prior to filing by doing the following: reviewing the yes/no answers given on the 990 form for accuracy, cross referencing the financial numbers to the financial statements, and corroborating other information given on the form based on first-hand knowledge of the organization. Form 990, Part VI, Section B, Line 12c Each board member and key employee is given a copy of the conflict of interest policy. On an annual basis major business relationships are reviewed for any possible conflicts of interest transactions. Form 990, Part VI, Section B, Line 15 The governing body reviews and approves compensation package for the Executive Director. Any board member with a conflict of interest with respect to the compensation in question is not allowed to participate in the deliberations. All documents used to justify the compensation package given, notes of discussions conducted, and final decisions made are maintained within the minutes of meetings held. Form 990, Part VI, Section C, Line 19 Financial statements, organizing documents, and key policies are available upon request at the Organizations' office and 990s are posted on Guidestar.org. Filed an Extension