2025-01-16T11:44:30-06:00 2023-12-31 760355510 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2023-01-01 742141084 EPILEPSY FOUNDATION OF TEXAS EPIL 7137896295 2401 FOUNTAIN VIEW 900 HOUSTON TX 77057 REBECCA MOREAU INTERIM CEO 7137896295 2025-01-16 1 1 KRISTEN SIMPSON P01268482 7136218090 2025-01-04 2023 2024-10-15 13:58:12Z REBECCA MOREAU 2401 FOUNTAIN VIEW 900 HOUSTON TX 77057 2052880 0 X WWW.EFTX.ORG X 1983 TX EPILEPSY FOUNDATION TEXAS EXISTS TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH AND CONNECTION. 15 15 22 98 0 0 1778240 1895913 864 540 2023 -70 -168128 -163288 1612999 1733095 0 0 0 0 1109019 1123153 0 0 184099 1108970 822495 2217989 1945648 -604990 -212553 1677646 1316108 955306 758132 722340 557976 X EPILEPSY FOUNDATION TEXAS EXISTS TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH AND CONNECTION. 0 0 1030242 PATIENT SERVICES - PROVIDING COMPREHENSIVE SPECIALTY MEDICAL CARE TO THOSE WHO ARE DIAGNOSED WITH SEIZURE DISORDERS IN EIGHT CLINIC LOCATIONS. 49144 EDUCATION SERVICES - PROVIDING CURRENT EPILEPSY INFORMATION, SUPPORT GROUPS, APPROPRIATE REFERRALS TO COMMUNITY AGENCIES, PROFESSIONAL EDUCATON THROUGH SEMINARS AND COMMUNITY EDUCATION TO EDUCATORS, SCHOOL NURSES, AND FIRST RESPONDERS. 316694 COMMUNITY HEALTH WORKERS (CHW) - HIREE THREE COMMUNITY HEALTH WORKER (CHW) NURSES FOR THE PURPOSE OF ASSISTING THE CDC REFINE AN EPILEPSY CURRICULUM IN REAL TIME THROUGH THE FOUNDATION'S CLINICS. 167098 CHILDREN SERVICES - PROVIDING FAMILIES OF CHILDREN WITH EPILEPSY A VARIETY OF EDUCATIONAL, RECREATION, AND ADVOCACY SERVICES INCLUDING WEEK-LONG AND WEEKEND RESIDENTIAL CAMPS FOR CHILDREN AND TEENS WITH SEIZURES. 167098 1563178 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X HONG HOANG 7137896295 2401 FOUNTAIN VIEW SUITE 900 HOUSTON TX 77057 X MARC FOLLADORI CHAIRMAN OF THE BOARD (IMMEDIATE PAST PRESIDENT, H 1.00 X X 0 0 0 BRYAN JOHNSON PRESIDENT, IMMEDIATE PASS PRESIDENT, AMARILLO 1.00 X X 0 0 0 SATISH NATESAN TREASURER 1.00 X X 0 0 0 JENNIFER ROBINSON ASSISTANT TREASURER 1.00 X 0 0 0 KELLY PETTIT SECRETARY 1.00 X X 0 0 0 ROBB BUNGE ASSISTANT SECRETARY 1.00 X 0 0 0 PAXTON DUNN AUDIT CHAIR 1.00 X 0 0 0 CHRIS JUSTL DIRECTOR 1.00 X X 0 0 0 KATHERINE LETT DIRECTOR 1.00 X X 0 0 0 CAROLYN PANGER DIRECTOR 1.00 X X 0 0 0 JULIE GOEN PANGER DIRECTOR 1.00 X X 0 0 0 KIM SCHOBER DIRECTOR 4.00 X X 0 0 0 JEREMY STAUSS DIRECTOR 1.00 X X 0 0 0 RICK WOOD DIRECTOR 1.00 X X 0 0 0 ROB WITMEYER DIRECTOR 1.00 X X 0 0 0 DONNA STAHLHUT EX OFFICIO CEO 40.00 X 174632 0 0 174632 0 0 1 0 1 0 0 791237 711548 393128 1895913 PROGRAM SERVICE REVENUE 900099 540 540 540 5204 5204 2159 7433 -5274 -5274 -5274 149064 791237 312352 -163288 -163288 1733095 540 0 -163358 174634 131859 7258 35517 776087 622625 94523 58939 128532 102351 17332 8849 43900 33148 1824 8928 54901 34959 10343 9599 59343 37786 11181 10376 100247 75507 12829 11911 162571 124103 19952 18516 28929 23342 2898 2689 22517 14338 4242 3937 29907 19043 5635 5229 OTHER EXPENSES 152607 152607 PATIENT SERVICES 123638 123638 SERVICE CHARGES 52209 33243 9837 9129 MISCELLANEOUS EXP 32881 32881 2745 1748 517 480 1945648 1563178 198371 184099 583274 253774 160501 239061 22402 28084 40375 40375 0 0 269662 312353 641807 482836 1677646 1316108 51442 66458 2160 3093 901704 688581 955306 758132 X 568755 360780 153585 197196 722340 557976 1677646 1316108 -212553 48189 0 X 0 1 X 1 0 X 2586491 1702078 2460283 1778240 1895913 10423005 147218 33921 105882 864 540 288425 2733709 1735999 2566165 1779104 1896453 10711430 0 605504 191694 2185 799383 605504 191694 2185 799383 9912047 2659 2149 885 2401 5206 13300 2659 2149 885 2401 5206 13300 2736368 1738148 2567050 1781505 1901659 10724730 0.92420 0.78110 0.00120 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2745 2745 0 269662 44847 2156 312353 321602 -49812 2128 269662 286477 37380 2255 321602 246201 42095 1819 286477 209309 38589 1697 246201 0.52000 0.13000 0.35000 0 0 40375 40375 0 0 ROU ASSET 482836 482836 SBA EIDL LOAN 156950 LEASE LIABILITY - ST 163826 LONG-TERM OPERATING LEASE LIABILITI 325805 LEASE LIABILITY 42000 688581 X 1944572 48189 163288 211477 1733095 0 1733095 2108936 163288 163288 1945648 0 1945648 PART V, LINE 4: THE CARLISLE NORWOOD ENDOWMENT ACCOUNT CONSISTS OF CONTRIBUTIONS TO THE FOUNDATION DESIGNATED BY THE DONORS TO THE FUND. TO ELIMINATE EXPOSURE TO UNDUE RISK, THE ENDOWMENT IS INVESTED IN A CONSERVATIVE MANNER REFLECTING CURRENT ECONOMIC CONDITIONS. THE ENDOWMENT CONSISTS OF PERMANENTLY RESTRICTED DONOR FUNDS (THE CORPUS) AND TEMPORARILY RESTRICTED NET ASSETS. THE TEMPORARILY RESTRICTED NET ASSETS ARE TO BE PERIODICALLY TRANSFERRED INTO THE CARLISLE NORWOOD ENDOWMENT FUND UNRESTRICTED AT THE GREATER HOUSTON COMMUNITY FOUNDATION. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. 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 DECEMBER 31, 2023 AND 2022, MANAGEMENT BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSE TO PART VIII 163,288. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSE TO PART VIII 163,288. DINNERS 571197 481632 89565 242172 STROLLS/RUNS 369104 309605 59499 70180 940301 791237 149064 312352 312352 -163288 0 0 0 0 0 0 0 0 0 DONNA STAHLHUT EX OFFICIO CEO 169632 0 5000 0 0 0 0 0 0 0 174632 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE CHAIR AND TREASURER ARE RESPONSIBLE FOR THE REVIEW AND APPROVAL OF FORM 990 BEFORE IT IS FILED. THIS REVIEW IS DOCUMENTED IN ORGANIZATIONAL MEETINGS AND MINUTES. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS MUST SIGN A CONFLICT OF INTEREST STATEMENT. AUDIT COMMITTEE CHAIR IS RESPONSIBLE FOR ENFORCEMENT ON ONGOING BASIS INCLUDING WHISTLEBLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS MEET ANNUALLY TO REVIEW PERFORMANCE OF CEO AND DETERMINATION OF SALARY WHICH INCLUDES COMPARISON PAY ANALYSIS FOR SIMILAR POSITIONS IN INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FROM THE ORGANIZATION'S WEBSITE.