2024-03-21T14:28:32-05:00 2023-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2022-09-01 800732375 KATY ISD EDUCATION FOUNDATION KATY 2813962321 6301 SOUTH STADIUM LANE KATY TX 77494 KYLE STANZEL TREASURER 2813962321 2024-03-15 1 KYLE STANZEL 999009999 1 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KYLE STANZEL 6301 SOUTH STADIUM LANE KATY TX 77494 653184 0 X WWW.KATYISDEDUCATIONFOUNDATION.ORG X 2011 TX SUPPLEMENTAL FUNDING FOR KATY ISD EDUCATIONAL PROGRAMS. THE ORGANIZATION RECEIVES INKIND DONATED SERVICES FROM KATY ISD FOR SALARY ALLOCATIONS, MATERIALS AND FACILITY USE COSTS USED IN THEIR PROGRAM SERVICES OF PROVIDING SCHOLARSHIPS AND GRANTS FOR THE BENEFIT OF KATY ISD. 34 34 0 60 0 0 480001 558725 0 0 232 21096 14607 -15944 494840 563877 324335 370952 0 0 32724 32724 0 0 0 66597 78405 423656 482081 71184 81796 1264851 1442779 634167 730299 630684 712480 X SUPPLEMENTAL FUNDING FOR KATY ISD EDUCATIONAL PROGRAMS. THE ORGANIZATION RECEIVES INKIND DONATED SERVICES FROM KATY ISD FOR SALARY ALLOCATIONS, MATERIALS AND FACILITY USE COSTS USED IN THEIR PROGRAM SERVICES OF PROVIDING SCHOLARSHIPS AND GRANTS FOR THE BENEFIT OF KATY ISD. 0 0 370952 370952 GRANTS TO KATY ISD PROGRAMS FOR EDUCATIONAL PURPOSES. 370952 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KYLE STANZEL DIRECTOR 2813962321 6301 SOUTH STADIUM LANE KATY TX 77494 X MATT SCHOMBURG PRESIDENT 5.00 X X 0 0 0 ROBYN PYE VICE PRESIDENT 5.00 X X 0 0 0 KYLE STANZEL TREASURER 5.00 X X 0 0 0 KEN GREGORSKI SECRETARY 2.00 X 0 0 0 KARI BLACKMAN DIRECTOR 2.00 X 0 0 0 KIM COOMBER-HALLUM DIRECTOR 2.00 X 0 0 0 KEIKO DAVIDSON DIRECTOR 2.00 X 0 0 0 ALLISYN DECATUR DIRECTOR 2.00 X 0 0 0 PAUL DICKENS DIRECTOR 2.00 X 0 0 0 RICK ELLIS DIRECTOR 2.00 X 0 0 0 CHRIS GARCIA DIRECTOR 2.00 X 0 0 0 KAYCE HEINZ DIRECTOR 2.00 X 0 0 0 YVONNE KERSHNER DIRECTOR 2.00 X 0 0 0 TREY LANDERS DIRECTOR 2.00 X 0 0 0 SHANTANIA LOVING-LEGGINS DIRECTOR 2.00 X 0 0 0 JESSICA MANSKE DIRECTOR 2.00 X 0 0 0 KATE MARINACCI DIRECTOR 2.00 X 0 0 0 CASEY MITCHELL DIRECTOR 2.00 X 0 0 0 ELIZABETH NICKLAS DIRECTOR 2.00 X 0 0 0 JEFF POOLE DIRECTOR 2.00 X 0 0 0 JR RICHARDSON DIRECTOR 2.00 X 0 0 0 ELAINE ROBERTSON DIRECTOR 2.00 X 0 0 0 JENNIFER ROYO DIRECTOR 2.00 X 0 0 0 KRISTINA SHACKELFORD DIRECTOR 2.00 X 0 0 0 KENYATTA SIMMONS DIRECTOR 2.00 X 0 0 0 MARSHA SMITH DIRECTOR 2.00 X 0 0 0 MIKE VAN HOOZER DIRECTOR 2.00 X 0 0 0 ANDREW VANA DIRECTOR 2.00 X 0 0 0 MARTA VASEL DIRECTOR 2.00 X 0 0 0 NICK VELASQUEZ DIRECTOR 2.00 X 0 0 0 DARCIE VLAHOS DIRECTOR 2.00 X 0 0 0 JAMIE WOLMAN DIRECTOR 2.00 X 0 0 0 SHELLEY KEATING ONE-YEAR MEMBER 2.00 X 0 0 0 DANIELE SROUR ONE-YEAR MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 258322 300403 32724 558725 21096 21096 73363 258322 89307 -15944 -15944 563877 0 0 5152 370952 370952 32724 32724 9290 9290 20807 20807 5551 5551 11284 11284 11607 11607 2265 2265 BANK FEES 9893 9893 BAD DEBTS 7708 7708 482081 370952 111129 0 760274 142633 478710 1292262 24367 5634 1500 2250 1264851 1442779 4689 795 583778 706004 45700 23500 634167 730299 X 584022 662553 46662 49927 630684 712480 1264851 1442779 81796 0 X X 0 1 X 1 0 X 509022 416276 432874 447277 526001 2331450 46570 46570 32724 32724 32724 32724 32724 163620 588316 449000 465598 480001 558725 2541640 0 133956 22379 234265 85250 105400 581250 133956 22379 234265 85250 105400 581250 1960390 1439 882 106 232 21096 23755 1439 882 106 232 21096 23755 589755 449882 465704 480233 579821 2565395 0.76420 0.75050 0.00930 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46662 3265 49927 46679 -17 46662 46674 5 46679 46606 68 46674 46484 122 46606 1.00000 0 0 0 653184 0 653184 -89307 -89307 563877 571388 0 571388 -89307 -89307 482081 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS COMMITTED TO ENSURE THE LONG-TERM SUCCESS OF THE FOUNDATION IN A WAY THAT PERMITS THE FUND TO BE INVESTED FOR THE LONG-TERM GOALS OF ACHIEVING GROWTH AND MAINTAINING PURCHASING POWER WITHOUT ADVERSELY AFFECTING THE AVAILABILITY OF FUNDS FOR THE CURRENT NEEDS OF THE FOUNDATION. TWO GENERAL PRINCIPLES WILL GUIDE THE FUND'S OBJECTIVES: 1) THAT ASSETS WILL BE INVESTED PRUDENTLY IN DIVERSIFIED INVESTMENTS THAT SEEK GROWTH AS WELL AS INCOME, AND 2) THAT APPRECIATION OF ASSETS CAN PRUDENTLY BE SPENT FOR THE CURRENT NEEDS OF THE FOUNDATION, WHETHER FOR PROGRAMS, ADMINISTRATIVE EXPENSES, OR TO BE REINVESTED FOR ADDITIONAL GROWTH. THE BOARD DELEGATES SUPERVISORY AUTHORITY OVER THE ENDOWMENT FUND TO THE FINANCE COMMITTEE. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -89,307. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -89,307. FORM 990, SCHEDULE D, PART XI & XII, LINES 4B COST OF DIRECT BENEFITS NETTED AGAINST RELATED GROSS SPECIAL EVENTS REVENUES GROOVE 156451 112759 43692 11423 19555 900 11518 FIREFLIES & FOODTRUCKS 98622 68953 29669 24018 3000 6901 1 59392 59392 604 314465 241104 73361 35441 19555 3900 19023 77919 -4558 0 KATY ISD 6301 S STADIUM LANE KATY TX 77494 746001484 366952 0 BOOK PROVIDE SCHOLARSHIPS/GRANTS FOR BENEFIT OF KATY ISD 1 X IN-KIND PAYROLL 1 32724 FMV 0 0 0 PART I, COLUMN (B): IN-KIND PAYROLL IS ONE CONTRIBUTION THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FULL DISCLOSURE OF THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S ANNUAL AUDIT. THIS POLICY IS GOVERNED BY THE EXECUTIVE COMMITTEE AND THE VOLUNTEER COMMITTEE CHAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE FOUNDATION OFFICE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. KATY ISD 6301 S STADIUM LANE KATY TX 77494 746001484 PUBLIC SCHOOL TX 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 KATY ISD O 32724 FMV KATY ISD B 366952 FMV