2024-11-04T15:12:16-06:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 680505969 KELLER WILLIAMS REALTY CARES KELL 5123066727 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 ALEXIA RODRIGUEZ CEO 5123066727 2024-10-22 1 1 SEAN MCELWANEY P01608821 4108840220 2023 2024-10-15 13:58:12Z ALEXIA RODRIGUEZ 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 5210799 0 X WWW.KWCARES.ORG X 2002 TX DEDICATED TO SERVING KELLER WILLIAMS REALTY ASSOCIATES AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. 11 11 7 12 0 0 5319178 4665351 0 0 78497 496856 67728 38989 5465403 5201196 4736830 3630408 0 0 743104 837537 0 0 389154 2195862 737911 7675796 5205856 -2210393 -4660 17402429 17303918 355753 261902 17046676 17042016 KW CARES - TOGETHER, WE EMPOWER, SUPPORT AND PROTECT OUR KW FAMILY. 0 0 3288916 2970545 HARDSHIP GRANTS - PROVIDED GRANTS TO 175 INDIVIDUALS FOR ASSISTANCE DUE TO MEDICALLY RELATED EMERGENCY HARDSHIPS AND VARIOUS OTHER EMERGENCY HARDSHIPS. 955130 459098 DISASTER RELIEF - PROVIDED ASSISTANCE TO 111 VICTIMS AND COMMUNITIES AFFECTED BY NATURAL DISASTERS, INCLUDING HURRICANES, AND FLOODING. ASSISTANCE INCLUDED FOOD, WATER, SHELTER, MEDICAL CARE, TRANSPORTATION, POWER GENERATION AND EMERGENCY GRANTS. 200765 200765 DONATED TO PUBLIC CHARITABLE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH THE KELLER WILLIAMS REALTY CARES' MISSION. 4444811 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X TONI YOUNG 5123066727 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 ALEXIA RODRIGUEZ CEO 40.00 X 189419 0 16092 MINDY L GRUBB VP OF DEVELOPMENT 40.00 X 154349 0 21341 TRISTAN PIERCE CFO 40.00 X 0 0 0 MO ANDERSON CHAIR 1.50 X X 0 0 0 BEVERLY STEINER VICE CHAIR 1.50 X X 0 0 0 DORIS CARLIN SECRETARY 1.50 X X 0 0 0 SHARON GIBBONS TREASURER 1.50 X X 0 0 0 STEVE CHADER DIRECTOR 1.50 X 0 0 0 JULIE COSTA FOURRE DIRECTOR 1.50 X 0 0 0 KELLY HENDERSON DIRECTOR 1.50 X 0 0 0 VALERIE KING DIRECTOR 1.50 X 0 0 0 KENT TEMPLE DIRECTOR 1.50 X 0 0 0 ANDREW PEPPER DIRECTOR 1.50 X 0 0 0 DAWN CAZEDESSUS DIRECTOR AS OF MAY 1.50 X 0 0 0 KATHY NEU DIRECTOR UNTIL MARCH 1.50 X 0 0 0 343768 0 37433 2 0 1 0 RIPPLEEFFECT LLC 3112 WINDSOR RD UNIT 314 AUSTIN TX 78703 CONSULTING SERVICES 173050 1 18915 4646436 4665351 496856 496856 3600 0 3600 3600 3600 30505 18915 3929 26576 26576 14487 5674 8813 8813 5201196 8813 0 527032 117583 117583 3338954 3338954 173871 173871 205513 101420 39274 64819 506672 250043 96825 159804 15568 7683 2975 4910 59059 29146 11286 18627 50725 25033 9693 15999 5545 5545 32705 32705 62039 62039 177755 154705 23050 51508 8012 38370 5126 96714 47728 30533 18453 135863 135863 58915 5133 1200 52582 13987 6903 2668 4416 20219 9978 3858 6383 SPECIAL EVENTS 38035 38035 PROGRAM SUPPLIES 32686 32686 DUES AND SUBSCRIPTIONS 4515 4515 MISCELLANEOUS 3759 70 3689 3666 3666 5205856 4444811 371891 389154 14266 35798 16920853 16659931 398421 391573 6890 215977 67240 66601 14626 639 47373 0 17402429 17303918 35784 74468 269716 186534 900 50253 0 355753 261902 X 17046676 17042016 17046676 17042016 17402429 17303918 -4660 0 X X 0 1 X 1 0 X 5748545 5355662 6102504 5319178 4665351 27191240 5748545 5355662 6102504 5319178 4665351 27191240 27191240 163565 78366 44496 91190 500456 878073 50000 50000 28119313 128331 0.96700 0.98250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44240 44240 0 23000 22361 639 639 X 5210799 9603 9603 5201196 0 5201196 5215459 9603 9603 5205856 0 5205856 PART X, LINE 2: 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 OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 3,929. COST OF GOODS SOLD 5,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 3,929. COST OF GOODS SOLD 5,674. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 173871 0 0 0 0 0 0 173871 0 173871 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TO BUILD CLEAN-WATER WELLS IN DEVELOPING COUNTRIES. 83181 WIRE 0 1 0 ASSISTANCE TO KELLER WILLIAMS REALTY ASSOCIATES IN CANADA AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 6 90690 WIRE 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE FOR KELLER WILLIAMS REALTY ASSOCIATES AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. NO MONITORING IS REQUIRED. APRIL FUREY GALA 49420 18915 30505 3929 49420 18915 30505 3929 3929 26576 1 SAN ANTONIO AREA FOUNDATION 155 CONCORD PLAZA SUITE 301 SAN ANTONIO TX 78216 746065414 501(C)(3) 34402 0 TO SUPPORT THE SURVIVORS AND HONOR THE MEMORIES OF THOSE WHO WERE KILLED IN THE UVALDE MASS SHOOTING HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 542143612 501(C)(3) 83181 0 TO BUILD AND DONATE SPECIALLY ADAPTED CUSTOM HOMES NATIONWIDE FOR SEVERELY INJURED POST-9/11 VETERANS, TO ENABLE THEM TO REBUILD THEIR LIVES. 2 0 ASSISTANCE FOR EMERGENCY MEDICAL OR OTHER HARDSHIPS 171 2879856 ASSISTANCE FOR FOOD, WATER, SHELTER, MEDICAL CARE, TRANSPORTATION AND POWER GENERATION FOR VICTIMS OF NATURAL DISASTERS INCLUDING HURRICANES, TORNADOS, FLOODING AND WILDFIRES. 110 459098 PART I, LINE 2: A FILE IS DEVELOPED ON EACH GRANT RECIPIENT TO DOCUMENT GRANT ELIGIBILITY AND DETERMINE NEED. THE FILE INCLUDES A COMPLETED APPLICATION AND SUPPORTING DOCUMENTATION. MINIMAL MONITORING IS NEEDED ONCE THE FUNDS ARE DISBURSED. X X 0 0 0 0 0 0 0 1 0 ALEXIA RODRIGUEZ CEO 189419 0 0 0 0 0 6277 0 9815 0 205511 0 0 0 MINDY L GRUBB VP OF DEVELOPMENT 144506 0 9843 0 0 0 6121 0 15220 0 175690 0 0 0 PART I, LINE 7 MINDY GRUBB RECEIVED A BONUS DURING 2023. THE CEO REVIEWS AND DETERMINES EMPLOYEE BONUSES THAT ARE BASED ON MERIT. FORM 990, PART VII: THE ORGANIZATION'S CFO IS PAID BY AN AFFILIATED, BUT UNRELATED ORGANIZATION, KELLER WILLIAMS REALTY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF FORM 990 TO THE IRS, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND STAFF ARE REQUIRED TO SIGN AN ANNUAL STATEMENT INDICATING THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE POLICY ITSELF PROHIBITS PARTICIPATION IN ANY ACTIVITIES THAT WOULD BE A CONFLICT OF INTEREST EXCEPT WITH WRITTEN APPROVAL OF THE CHAIRMAN AFTER FULL DISCLOSURE OF ALL RELEVANT INFORMATION. THE CEO MONITORS COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A DURING 2023, A COMPENSATION ANALYSIS WAS PERFORMED WITH OVERSIGHT AND DIRECTION BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE DATA USED FOR THIS ANALYSIS WAS ACQUIRED BY THE NON PROFIT TIMES - SPECIFICALLY THE 2023 NONPROFIT ORGANIZATIONS SALARY REPORT. THE COMPENSATION ANALYSIS WAS USED TO DETERMINE THE CEO'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OF THE AUDIT PROCESS OR ITS SELECTION OF AN INDEPENDENT AUDIT PROCESS DURING THE YEAR.