2026-04-17T08:51:52-05:00 2024-12-31 760355510 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2024-01-01 742141084 EPILEPSY FOUNDATION OF TEXAS EPIL 7137896295 2401 FOUNTAIN VIEW 900 HOUSTON TX 77057 CHRIS JUSTL CHIEF EXECUTIVE OFFICER 7137896295 2026-04-16 1 1 KRISTEN SIMPSON P01268482 7136218090 2026-04-16 2024 2025-03-06 01:10:19Z CHRIS JUSTL 2401 FOUNTAIN VIEW 900 HOUSTON TX 77057 3773424 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 17 100 0 0 1895913 3599751 540 576 -70 59688 -163288 -219947 1733095 3440068 0 0 0 0 1123153 1107302 0 0 266946 822495 1203787 1945648 2311089 -212553 1128979 1316108 2359443 758132 633223 557976 1726220 EPILEPSY FOUNDATION TEXAS EXISTS TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH AND CONNECTION. 0 0 1450296 PATIENT SERVICES - PROVIDING COMPREHENSIVE SPECIALTY MEDICAL CARE TO THOSE WHO ARE DIAGNOSED WITH SEIZURE DISORDERS IN EIGHT CLINIC LOCATIONS. 279621 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. 190637 EDUCATION SERVICES - PROVIDING CURRENT EPILEPSY INFORMATION, SUPPORT GROUPS, APPROPRIATE REFERRALS TO COMMUNITY AGENCIES, PROFESSIONAL EDUCATION THROUGH SEMINARS AND COMMUNITY EDUCATION TO EDUCATORS, SCHOOL NURSES, AND FIRST RESPONDERS. 1920554 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 22 0 1 17 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 PAULINE LE 7137896295 2401 FOUNTAIN VIEW SUITE 900 HOUSTON TX 77057 X BRYAN JOHNSON CHAIRMAN OF THE BOARD (IMMEDIATE PAST PRESIDENT) 1.00 X X 0 0 0 KATHY LETT PRESIDENT 1.00 X X 0 0 0 JEROME HAMILTON TREASURER 1.00 X X 0 0 0 MARTI YOUNG ASSISTANT TREASURER 1.00 X 0 0 0 MANNY ALMAZAN SECRETARY 1.00 X X 0 0 0 CLAUDIA CRUNELLE ASSISTANT SECRETARY 1.00 X 0 0 0 PAXTON DUNN AUDIT CHAIR 1.00 X 0 0 0 BRENDA DAVIS DIRECTOR 1.00 X X 0 0 0 KELLY PETTIT DIRECTOR 1.00 X X 0 0 0 RICK WOOD DIRECTOR 1.00 X X 0 0 0 TONY MATSON DIRECTOR 1.00 X X 0 0 0 KIM SCHOBER DIRECTOR 1.00 X X 0 0 0 JENNIFER ROBINSON DIRECTOR 4.00 X X 0 0 0 CARLOS LOPEZ DIRECTOR 1.00 X X 0 0 0 KURT BAXTER CEO 40.00 X 160080 0 0 160080 0 0 1 0 1 0 ATHENA FINANCIALS ALLIANCE 535 MISSION ST SAN ANTONIO CA 94105 FINANCIAL SERVICES 132280 DONE AND DONE EVENTS LLC 13331 KUYKENDAHL RD STE 200 HOUSTON TX 77090 SERVICE EVENT MANAGEMENT COMPANY 119244 RESERVES NETWORK INC 13756 NORTHWEST FWY HOUSTON TX 77040 RECRUITING 116437 PAULINE LE 6030 TEXAS HERITAGE PARKWAY 7201 FULSHEAR TX 77441 INTERIM CFO 113075 4 606793 618764 2374194 3599751 PROGRAM SERVICE REVENUE 900099 576 576 576 59779 59779 1214 1305 -91 -91 -91 112104 606793 332051 -219947 -219947 3440068 576 0 -160259 972704 821325 45189 106190 88112 72536 4650 10926 46486 38269 2453 5764 221042 157940 18837 44265 123764 88432 10547 24785 147844 113426 10255 24163 192364 155332 11055 25977 42314 34324 2385 5605 32784 23425 2794 6565 1517 1517 29649 21185 2527 5937 PATIENT SERVICES 189941 189941 PROGRAM ACTIVITIES 143481 143481 MISCELLANEOUS EXP 36787 36787 SERVICE CHARGES 33800 24151 2880 6769 8500 8500 2311089 1920554 123589 266946 253774 1467120 239061 146770 28084 28040 53375 41892 0 11483 312353 349158 482836 356872 1316108 2359443 66458 110140 3093 0 688581 523083 758132 633223 X 360780 1537801 197196 188419 557976 1726220 1316108 2359443 1128979 39265 0 X 0 1 X 1 0 X 1702078 2460283 1778240 1895913 3599751 11436265 33921 105882 864 540 576 141783 1735999 2566165 1779104 1896453 3600327 11578048 12798 12798 191994 191994 191994 12798 204792 11373256 2149 885 2401 5206 59779 70420 2149 885 2401 5206 59779 70420 1738148 2567050 1781505 1901659 3660106 11648468 0.97640 0.92420 0.00600 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 312353 39312 2510 349155 269662 44847 2156 312353 321602 -49812 2128 269662 286477 37380 2255 321602 246201 42095 1819 286477 0.52000 0.12000 0.36000 0 0 53375 41892 11483 11483 ROU ASSET 356872 356872 SBA EIDL LOAN 150000 LEASE LIABILITY - ST 170897 LONG-TERM OPERATING LEASE LIABILITIES 202186 523083 X 3699280 39265 219947 259212 3440068 0 3440068 2531036 219947 219947 2311089 0 2311089 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 UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELYTHAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSE TO PART VIII 219,947. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSE TO PART VIII 219,947. DINNERS 411177 374182 36995 161325 STROLLS/RUNS 307720 232611 75109 170726 718897 606793 112104 332051 332051 -219947 0 0 0 0 0 0 0 0 0 KURT BAXTER CEO 160080 0 0 0 0 0 0 0 0 0 160080 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.