2024-11-15T14:03:20-06:00 2023-12-31 HURRICANE BERYL 7508A Pannell Kerr Forster of Texas PC 5847 San Felipe Suite 2600 Houston TX 770573092 990 2023-01-01 741662104 Better Business Bureau of Metropolitan Houston Educational Foundation % LILLIAN KELLY BETT 7138689500 1333 West Loop South Suite 1200 Houston TX 77027 Dan Parsons President 7138601400 2024-05-15 true true EMILY SMIKAL P01312781 7138601400 2024-05-15 2023 2024-10-15 13:58:12Z Dan Parsons 1333 West Loop South1200 Houston TX 77027 1536026 false X WWW.BBBHOUSTON.ORG X 1970 TX TO BE THE LEADER IN ADVANCING MARKETPLACE TRUST. 14 14 0 255 0 907172 1466782 0 0 5908 25466 -54032 -43193 859048 1449055 0 0 0 0 412447 566882 0 0 27074 475238 804297 887685 1371179 -28637 77876 1413971 1464612 62157 100013 1351814 1364599 X TO INFORM, EDUCATE AND ADVOCATE ON BEHALF OF CONSUMERS AND BUSINESSES IN OUR SERVICE AREA BY PROVIDING INFORMATION, COUNSELING AND EDUCATION IN AN EFFORT TO COMBAT UNETHICAL BUSINESS PRACTICES AND PROVIDE PROTECTION FROM FRAUDULENT SCHEMES THROUGH PROGRAMS, SEMINARS AND DISPUTE RESOLUTION UTILIZING AND PROMOTING VOLUNTEERS EDUCATED IN CONSUMER AWARENESS. false false 1323105 THE TEXAS SENIOR MEDICARE PATROL PROGRAM (SMP) IS FUNDED THROUDH A FEDERAL GRANT FROM THE ADMINISTRATION ON AGING. THIS PROGRAM USES VOLUNTEERS TO TRAIN MEDICARE BENEFICIARIES ABOUT MEDICARE FRAUD, ABUSE AND WASTE AND THE IMPORTANCE OF REPORTING INCIDENTS TO MEDICARE. 1,531 PRESENTATIONS WERE MADE TO MEDICARE BENEFICIARIES AND PROFESSIONALS REACHING 65,353 PEOPLE. SILVER SLEUTH PROGRAM-EDUCATING OLDER ADULTS ABOUT SCHEMES AND SCAMS TARGETING THIS VULNERABLE POPULATION AND PROVIDING INFORMATION ON HOW TO PROTECT THEMSELVES AND PROVIDING ONE-ON-ONE ASSISTANCE IN RESOLVING PROBLEMS DUE TO FRAUDULENT BUSINESS ACTIVITIES. 73 PRESENTATIONS WERE MADE REACHING MORE THAN 587 OLDER ADULTS. YOUNG CONSUMER ADVOCATE PROGRAM (YCAP)-YOUTH AGED 16 TO 22 ARE EDUCATED ON THEIR CONSUMER RIGHTS, OBLIGATIONS AND FRAUDULENT SCHEMES, WITH AN EMPHASIS ON GAINING THE SKILLS NECESSARY TO BECOME CONTRIBUTING MEMBERS OF THE COMMUNITY. 3 PRESENTATIONS WERE MADE TO YOUNG CONSUMERS REACHING OVER 61 STUDENTS. THE BBB AWARDS FOR EXCELLENCE RECOGNIZES BUSINESSES AND NON PROFITS FOR THEIR ACHIEVEMENTS AND COMMITMENT TO OVERALL EXCELLENCE AND QUALITY IN THE WORKPLACE. PROCEEDS FROM THE EVENT HELP FUND THE BBB EDUCATIONAL FOUNDATION WHICH EDUCATES CONSUMERS ABOUT SCAMS AND FRAUDULENT BUSINESS PRACTICES IN THE GREATER HOUSTON AREA. FUNDRAISING EXPENSES OF $86,971 WERE INCURRED IN CONNECTION WITH THE EVENT, OF WHICH $8,000 WERE IN-KIND DONATIONS. CONSUMER AWARENESS 101: see schedule O 1323105 true true false false false false false false false false true false false false true true true true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true X 0 0 0 false false false false false false false false false false false false X 14 14 false false false false false true false true false false false true true true true true true false false false X LILLIAN KELLY 7133416112 1333 WEST LOOP SOUTH STE 1200 houston TX 77027 X Dan Parsons President 1.0 40.0 X 0 249343 17112 Jennifer Salazar Executive Director 40.0 0.0 X 145589 0 13073 Dan Bawden DIRECTOR 1.0 1.0 X 0 0 0 Judy Budnik DIRECTOR 1.0 0.0 X 0 0 0 Stephen Carter DIRECTOR 1.0 0.0 X 0 0 0 Bery Crispin DIRECTOR 1.0 1.0 X 0 0 0 Lori Farris DIRECTOR 1.0 0.0 X 0 0 0 Susan Gaze DIRECTOR 1.0 0.0 X 0 0 0 Alvin Gee Secretary 1.0 1.0 X X 0 0 0 Bill Graff DIRECTOR 1.0 0.0 X 0 0 0 Cheryl McClure DIRECTOR 1.0 0.0 X 0 0 0 Edna Thompsen Treasurer 1.0 1.0 X X 0 0 0 Darren Tompkins DIRECTOR 1.0 0.0 X 0 0 0 Glenn Woo DIRECTOR 1.0 1.0 X 0 0 0 Pamela Wright DIRECTOR 1.0 0.0 X 0 0 0 Steven P Lufburrow Chair 1.0 1.0 X X 0 0 0 145589 249343 30185 1 false true false Data Imaging Systems Inc 11103 Jones Rd W 200 HOUSTON TX 77065 Printing Services 113318 1 122580 1344202 0 8000 1466782 0 25466 25466 0 0 0 0 0 0 43778 122580 86971 -43193 -43193 0 0 0 0 0 0 0 1449055 -17727 X 0 0 0 0 158662 158662 0 319542 304177 15365 0 88678 84989 3689 0 0 0 17554 154 17400 0 0 0 313478 306076 3600 3802 177467 175432 2035 186824 184403 2421 0 0 76073 76073 29116 28285 831 0 2090 1273 817 0 0 0 0 EQUIPMENT MAINTENANCE 4131 3581 550 BANK FEES -2436 -2436 1371179 1323105 21000 27074 891001 910059 522970 548613 0 0 0 5940 0 0 0 0 0 0 0 0 0 0 115026 115026 0 0 0 0 0 0 0 0 0 0 1413971 1464612 62157 71872 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28141 62157 100013 X 1311751 1364599 40063 0 1351814 1364599 1413971 1464612 77876 -65091 X X false true X true false X 482476 494097 599970 907172 1466782 3950497 0 0 482476 494097 599970 907172 1466782 3950497 0 3950497 4854 1758 57 5908 25466 38043 0 157580 64080 37785 28416 43778 331639 4320179 0.91443 0.95870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97465 97465 0 17561 17561 0 0 0 REFUNDABLE GRANT ADVANCE 28141 28141 X 1492248 1492248 -43193 -43193 1449055 1414372 43193 43193 1371179 1371179 Sch. D Part X Line 2 - FIN 48 (ASC 740) Footnote Uncertain tax positions are recognized in the financial statements only if that position is more-likely-than-not of being sustained upon examination by taxing authorities, based on the technical merits of the position. The Organization did not recognize any uncertain tax positions, or any interest and penalties related to uncertain tax positions. PART XI, LINE 4B ADDITIONAL FUNDRAISING EXPENSES: -43,193 PART XII, LINE 2D ADDITIONAL FUNDRAISING EXPENSES: 43,193 Awards for Exce 166358 122580 43778 15138 48778 7570 15485 0 166358 122580 43778 15138 48778 7570 15485 86971 -43193 X X X false false false false false false false false false Dan Parsons President 249343 15082 2030 266455 Jennifer Salazar Executive Director 145589 8953 4120 158662 SCHEDULE J,PART I, LINE 3-ESTABLISHMENT OF MANAGEMENT OFFICIAL'S COMP. COMPENSATION REPORTED IS COMPENSATION FROM A RELATED ORGANIZATION. THEIR PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: THE PRESIDENT OF THE ORGANIZATION IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENT SETS ANNUAL GOALS FOR EACH INDIVIDUAL. EACH OF THESE INDIVIDUALS' GOALS ARE THEN RATED IN ITS IMPORTANCE TOWARDS THE ORGANIZATION'S PURPOSE. COMPENSATION IS DETERMINED ON HOW WELL THE INDIVIDUAL COMPLETED EACH ASSIGNED GOAL. THIS PROCESS IS PERFORMED ANNUALLY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. THE COMMITTEE USES COMPARABILITY DATA FROM OTHER SIMILARLY SIZED BETTER BUSINESS BUREAU'S FORMS 990, AND PRODUCES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND THE DECISION. THE LAST REVIEW WAS PREPARED IN AUGUST 2023. 990, Part III, Line 4D - Descriptions Of Other Program Services (EXPENSES $0 INCLUDING GRANTS OF $0)(REVENUE $0) CONSUMER AWARENESS 101: CONSUMER LIVING ON LOWER INCOMES ARE AT HIGHER RISK FOR BEING TRAPPED IN A CYCLE OF DEBT DUE TO THEIR LACK OF CONSUMER SOCIALIZATION SKILLS. THROUGH A SERIES OF PRESENTATIONS, INDIVIDUALS LEARN: A) HOW TO AVOID SCAMS AND FRAUDULENT BUSINESS PRACTICES; B) CONSUMER RIGHTS AND MISCONCEPTIONS; C) HOW TO HANDLE DEBT PROBLEMS; AND D) THE REAL COST OF DOING BUSINESS THROUGH CASH-ADVANCE LOANS OR RENT-TO-OWN COMPANIES. 83 PRESENTATIONS WERE MADE TO LOW INCOME ADULTS REACHING 1,545 PEOPLE. 990, Part V, Line 2a All payroll is paid by BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC and billed to Foundation. 990, PART VI, LINE 7A - MEMBERS OR STOCKHOLDERS ELECTING MEMBERS As the direct controlling organization of the foundation, the Better Business Bureau of Metropolitan Houston, Inc. has the authority to appoint the board of directors. Form 990, Part VI, Line 8B - Documentation of Meetings Held by Committees There are no committees with authority to act on behalf of the governing body. 990, Part VI Line 11b - Review of Form 990 by Governing Body The Foundation has its form 990 prepared by an outside accounting firm. The Foundation receives a copy of the Form 990 which is reviewed by the audit committee, and is made available to all board members prior to filing with the IRS. 990, Part VI Line 12c - Conflict of Interest Policy The reporting organization has adopted the conflict of interest policy of its related organization, the Better Business Bureau of Metropolitan Houston, Inc. Their policy is as follows: The policy applies to all directors, officers, and key persons. Such persons are required to disclose any actual or potential conflicts of interest annually and as they may arise to the bureau's board of directors. the board is responsible for determining whether a conflict of interest exists and whether or not to proceed with the the transaction. The interested person is not permitted to vote on or exercise any influence on the decisions. The proceedings are documented in the minutes of the meeting. 990, Part VI, Line 13 & Line 14 THE REPORTING ORGANIZATION HAS ADOPTED THE WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF ITS RELATED ORGANIZATION, THE BETTER BUSINESS BUREAU OF METROPOLAN HOUSTON, INC. 990, PART VI, LINE 15 - A&B PROCESS TO ESTABLISH COMPENSATION OF OFFICERS ALL OFFICERS OF THE FOUNDATION ARE EMPLOYEES OF A RELATED ORGANIZATION, THE BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC. AS SUCH, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS FOR PART VI, SECTION B LINE 15A & 15B HAS BEEN ANSWERED NO. 990, PART VI, LINE 19 - REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES OF THESE DOCUMENTS ARE MAILED AND SENT TO THE PERSON MAKING THE REQUEST. 990, Part XII, Line 2c - Change of Oversight Process or Selection Process The organization obtains both separate and consolidated, independent audited financial statements for the tax year. The oversight and selection process has not changed from last year. FORM 990 PART IX LINE 11G DESCRIPTION:BOARD/BUREAU TOTAL FEES:1663 FORM 990 PART IX LINE 11G DESCRIPTION:BOARD/BUREAU MEALS/MEETINGS TOTAL FEES:255 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING:OTHER TOTAL FEES:5859 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTUAL TOTAL FEES:269604 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:36097 Better Business Bureau of Metro Houston 1333 West Loop South STE 1200 Houston TX 77027 740510080 Info Services TX 501(c)(6) NA false false false false false false false false false false false false false false true true true false false false Better Business Bureau of Metro Houston Inc P 707729