2024-05-15T13:48:40-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2022-07-01 760392316 SPRING BRANCH EDUCATION FOUNDATION SPRI 7133654781 955 CAMPBELL ROAD 206 HOUSTON TX 77024 CECE THOMPSON EXECUTIVE DIRECTOR 7132512288 2024-05-15 1 CECE THOMPSON 999009999 1 KRISTEN SIMPSON P01268482 7136218090 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CECE THOMPSON 955 CAMPBELL ROAD 206 HOUSTON TX 77024 4846216 0 X HTTPS://CMS.SPRINGBRANCHISD.COM/SBEF X 1993 TX SPRING BRANCH EDUCATION FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF RECEIVING AND DISBURSING FUNDS, PROPERTY, AND GIFTS EXCLUSIVELY FOR THE BENEFIT OF THE SPRING BRANCH INDEPENDENT SCHOOL DISTRICT. 73 72 1 250 0 0 3188012 4492671 0 0 7936 7514 -112038 -148517 3083910 4351668 1712830 4377853 0 0 129396 176520 0 0 97643 140655 140221 1982881 4694594 1101029 -342926 4712290 4730043 415580 538800 4296710 4191243 SPRING BRANCH EDUCATION FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF RECEIVING AND DISBURSING FUNDS, PROPERTY AND GIFTS EXCLUSIVELY FOR THE BENEFIT OF THE SPRING BRANCH INDEPENDENT SCHOOL DISTRICT. 0 0 4395505 4377853 TO IMPROVE COMMUNITY OF SPRING BRANCH INDEPENDENT SCHOOL DISTRICT THROUGH VARIOUS PROGRAMS SUCH AS COMMUNITY NETWORK, STUDENT LEADERSHIP AND MENTORING ACTIVITIES. FINE ARTS PROGRAMS: TO PROVIDE BENEFITS TO STUDENTS OF SPRING BRANCH INDEPENDENT SCHOOL DISTRICT BY SPONSORING VARIOUS FINE ARTS PROGRAMS SUCH AS ART PARTNERS AND ALTHARETTA YEARGIN ART MUSEUM. STAFF DEVELOPMENT AND INSTRUCTIONAL PROGRAMS: TO IMPROVE STAFF AND STUDENTS OF SPRING BRANCH INDEPENDENT SCHOOL DISTRICT THROUGH VARIOUS PROGRAMS SUCH AS DESIGNING AND DELIVERING INSTRUCTION, VOLUNTEERS IN LITERACY AND PROFESSIONAL DEVELOPMENT. 4395505 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 73 72 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X CECE THOMPSON 7132512381 955 CAMPBELL ROAD 206 HOUSTON TX 77024 PEGGY ANDREWS SUPPORT SPECIALIST 1.00 X 0 0 0 MEGAN TRENNEL EVENTS & MARKETING SPECIALIST 1.00 X 0 0 0 CASSIDY MOSELEY FUNDRAISING DEVELOPMENT SPECIALIST 1.00 X 0 0 0 PAM GOODSON DIRECTOR 1.00 X 0 0 0 TRACIE PIERCE DIRECTOR 1.00 X 0 0 0 TRACI JENSEN DIRECTOR 1.00 X 0 0 0 TIM RAYMOND DIRECTOR 1.00 X 0 0 0 THOMAS DEBESSE EXECUTIVE COMMITTEE 1.00 X 0 0 0 SUZANNE STILES EXECUTIVE COMMITTEE 1.00 X 0 0 0 SUZANNE FARROW EXECUTIVE COMMITTEE 1.00 X 0 0 0 SUSAN MARKS EXECUTIVE COMMITTEE 1.00 X 0 0 0 SUSAN FARGASON DIRECTOR 1.00 X 0 0 0 STUART FORD DIRECTOR 1.00 X 0 0 0 STEPHANIE RASCH DIRECTOR 1.00 X 0 0 0 SHARON COLLINS DIRECTOR 1.00 X 0 0 0 SCOTT ZINDLER DIRECTOR 1.00 X 0 0 0 SCOOTER HICKS DIRECTOR 1.00 X 0 0 0 RUTH MORGAN SCHOLL DIRECTOR 1.00 X 0 0 0 KRISTI THIBAUT DIRECTOR 1.00 X 0 0 0 VINCENT J MONTALBANO DIRECTOR 1.00 X 0 0 0 ROBERT R STEWART ROB SPORTING CLAY TOURNAMENT, 1.00 X 0 0 0 REBECCA BECKY FENN SCHOOL SUPPLY, CO-CHAIR 1.00 X 0 0 0 MATTHEW PUTTERMAN DIRECTOR 1.00 X 0 0 0 NICK NOLAN DIRECTOR 1.00 X 0 0 0 MINDA CAESAR EXECUTIVE COMMITTEE 1.00 X 0 0 0 MICHAEL JARBOE DIRECTOR 1.00 X 0 0 0 MELISSA LIGHT DEAYALA EXECUTIVE COMMITTEE 1.00 X 0 0 0 MAURICIO VALDES DIRECTOR 1.00 X 0 0 0 PAMELA FERWORN DIRECTOR 1.00 X 0 0 0 MARK MADORSKY DIRECTOR 1.00 X 0 0 0 WARREN MATTHEWS EXECUTIVE COMMITTEE 1.00 X 0 0 0 LISA SCHWARTZ EXECUTIVE COMMITTEE 1.00 X 0 0 0 LINDA NUNNERY DIRECTOR 1.00 X 0 0 0 LINDA BUCHMAN SBISD COMMUNITY RELATIONS 1.00 X 0 0 0 LAURA MINYARD BRIGHT STARS, CHAIR 1.00 X 0 0 0 LARRY RON NUNLEY DIRECTOR 1.00 X 0 0 0 MATTHEW CONE DIRECTOR 1.00 X 0 0 0 PAUL R MORETON DIRECTOR 1.00 X 0 0 0 KELLY SIBLIK EXECUTIVE COMMITTEE 1.00 X 0 0 0 KRISTI ROBISHAW EXECUTIVE COMMITTEE 1.00 X 0 0 0 EVAN PERRONI EXECUTIVE COMMITTEE 1.00 X 0 0 0 KAY MILLER DIRECTOR 1.00 X 0 0 0 KAREN PECK DIRECTOR 1.00 X 0 0 0 KAMDEN KANALY DIRECTOR 1.00 X 0 0 0 JOE ELLIOTT EXECUTIVE COMMITTEE 1.00 X 0 0 0 JOE BLASI DIRECTOR 1.00 X 0 0 0 JEREMY BARTHOLOMEW DIRECTOR 1.00 X 0 0 0 GEORGE A KURISKY JR DIRECTOR 1.00 X 0 0 0 JENNIFER ESPEY EXECUTIVE COMMITTEE 1.00 X 0 0 0 JENNIFER BLAINE SBISD SUPERINTENDENT 1.00 X 0 0 0 JANET HORTON DIRECTOR 1.00 X 0 0 0 JAMIE KELLEY DIRECTOR 1.00 X 0 0 0 JAMES SHADDIX EXECUTIVE COMMITTEE 1.00 X 0 0 0 JACOB FIELD DIRECTOR 1.00 X 0 0 0 J CARTER BREED EXECUTIVE COMMITTEE 1.00 X 0 0 0 JENNIFER COBB DIRECTOR 1.00 X 0 0 0 GEORGIA W POLLEY DIRECTOR 1.00 X 0 0 0 WARREN SLOAN DIRECTOR 1.00 X 0 0 0 GARY JUNEK DIRECTOR 1.00 X 0 0 0 COLBY MUECK DIRECTOR 1.00 X 0 0 0 ELIZABETH WIEHLE DIRECTOR 1.00 X 0 0 0 DONALD B ROSEMAN EXECUTIVE COMMITTEE 1.00 X 0 0 0 DOMINIQUE HARVEY EXECUTIVE COMMITTEE 1.00 X 0 0 0 DIEU RICK NGO DIRECTOR 1.00 X 0 0 0 DEBRA AITKEN EXECUTIVE COMMITTEE 1.00 X 0 0 0 COLLEEN JOHNSON DIRECTOR 1.00 X 0 0 0 CHRISTINA CHRIS GONZALEZ DIRECTOR 1.00 X 0 0 0 KIRK GUILANSHAH EXECUTIVE COMMITTEE 1.00 X 0 0 0 CHARLES CHUCK PORTER DIRECTOR 1.00 X 0 0 0 CHAD LYONS DIRECTOR 1.00 X 0 0 0 CARIN DOMANN DIRECTOR 1.00 X 0 0 0 ANDREA BISHOP DIRECTOR 1.00 X 0 0 0 AMY MILLER DIRECTOR 1.00 X 0 0 0 ALLEN TSENG DIRECTOR 1.00 X 0 0 0 ALICIA RAYMOND DIRECTOR 1.00 X 0 0 0 CECE THOMPSON EXECUTIVE DIRECTOR 40.00 X 115250 0 0 115250 0 0 1 0 0 0 0 588840 3903831 4492671 46846 46846 6106 45438 -39332 -39332 -39332 300593 588840 449110 -148517 -148517 4351668 0 0 -141003 4377853 4377853 115250 11525 57625 46100 41472 4147 20736 16589 10200 1020 5100 4080 9598 960 4799 3839 13750 13750 1892 1892 1301 1301 17100 17100 6327 6327 1728 1728 21498 21498 4968 4968 CREDIT CARD FEES 27035 27035 DUES & SUBSCRIPTIONS 18631 18631 POSTAGE & PRINTING 14638 14638 ENDOWMENT BANK FEES 6106 6106 5247 5247 4694594 4395505 201446 97643 2373839 2069956 290758 336240 68397 71034 12550 53448 1966746 2199365 4712290 4730043 2712 2496 404000 458049 8868 78255 415580 538800 X 495395 458047 3801315 3733196 4296710 4191243 4712290 4730043 -342926 237459 0 X 0 1 X 1 0 X 1962329 2011364 2074177 3188012 4492671 13728553 1962329 2011364 2074177 3188012 4492671 13728553 75332 85664 90264 112831 364091 0 75332 85664 90264 112831 364091 13364462 18276 11923 14737 8413 46846 100195 18276 11923 14737 8413 46846 100195 1980605 2023287 2088914 3196425 4539517 13828748 0.96640 0.87990 0.00720 0.00540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2047782 71521 218546 6106 2331743 2256608 58975 -261231 6570 2047782 1693345 98220 470764 5721 2256608 1538422 83902 75691 4670 1693345 1429171 53602 59908 4259 1538422 0.18780 0.81220 0 0 0 X 4884208 237459 148456 148517 534432 4349776 1892 1892 4351668 4989675 148456 148517 296973 4692702 1892 1892 4694594 PART V, LINE 4: EXPLANATION: THE ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE GRANTS TO THE SPRING BRANCH INDEPENDENT SCHOOL DISTRICT AND TO THE STUDENTS OF THE DISTRICT. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT THAT IT GENERATES UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2023 AND 2022, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN IT IS MORE LIKELY THAN NOT, THAT SUCH AN ASSET OR A LIABILITY WILL BE REALIZED. AS OF JUNE 30, 2023 AND 2022, MANAGEMENT BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 148,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 148,517. LEGACY GALA 345923 229015 116908 138586 GOLF TOURNAMENT 198551 131449 67102 75043 3 344959 228376 116583 235481 889433 588840 300593 449110 449110 -148517 1 SPRING BRANCH INDEPENDENT SCHOOL DISTRICT 955 CAMPBELL ROAD HOUSTON TX 77024 746001379 4377853 0 TO PROMOTE COMMUNITY DEVELOPMENT,STAFF DEVELOPMENT AND FINE ARTS APPRECIATION AMONG THE SPRING BRANCH ISDCOMMUNITY. 1 PART I, LINE 2: THE EXECUTIVE COMMITTEE PERIODICALLY REVIEWS THE GRANT ACTIVITIES OF ALL SPRING BRANCH ISD SCHOOLS THAT RECEIVE GRANT FUNDS. THE EXECUTIVE DIRECTOR ALSO PROVIDES OVERSIGHT TO ENSURE THAT GRANT FUNDS ARE SPENT IN ACCORDANCE WITH THE AGREED UPON STIPULATIONS. IN THE EVENT THAT FUNDS ARE BEING MISUSED, THEN THE GRANTEE IS REQUIRED TO RETURN THE FUNDS AND SUBMIT A NEW APPLICATION. FORM 990, PART VI, SECTION A, LINE 2 CECE'S SON-IN-LAW JOINED THE BOARD 7/1/2015. ALSO, HE RUNS THE AUCTION HOUSE, WHICH MANAGES THE CHARTIABLE AUCTION EVERY YEAR. HE SIGNS A CONFLICT OF INTEREST LETTER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION VOTE TO SELECT WHICH MEMBERS WILL SERVE ON THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL RESOLUTIONS (SUCH AS BYLAW CHANGES) ARE SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS FIRST PROVIDED TO THE EXECUTIVE BOARD. AFTER APPROVAL BY THE EXECUTIVE BOARD THE 990 WAS DISTRIBUTED TO THE FULL BOARD FOR THEIR REVIEW. COPIES ARE PROVIDED TO BOARD MEMBERS PRIOR TO THEIR MEETING. AFTER APPROVAL BY THE BOARD THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON A REGULAR AND CONSISTENT BASIS. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE COMMITTEE REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SPRING BRANCH INDEPENDENT SCHOOL DISTRICT 955 CAMPBELL ROAD HOUSTON TX 77024 746001379 PUBLIC SCHOOL TX N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SPRING BRANCH INDEPENDENT SCHOOL DISTRICT N 1287 FAIR MARKET VALUE SPRING BRANCH INDEPENDENT SCHOOL DISTRICT B 4377853 CASH PAID SPRING BRANCH INDEPENDENT SCHOOL DISTRICT O 147169 FAIR MARKET VALUE