2025-11-13T09:02:02-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 751152657 BOYS & GIRLS CLUBS OF GREATER DALLAS INC BOYS 2148212950 4816 WORTH STREET DALLAS TX 75246 CHARLES BALLARD TREASURER 2148212950 2025-11-12 1 0 LACEY M QUATSOE P01300865 4078021200 2025-11-12 2024 2025-03-06 01:10:19Z CHARLES BALLARD 4816 WORTH STREET DALLAS TX 75246 14509771 0 X WWW.BGCDALLAS.ORG X 1961 TX ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 24 24 261 1214 0 0 5898680 5466123 812047 853250 209307 229535 174522 52785 7094556 6601693 136618 106671 0 0 6078732 5599671 0 0 246410 2749366 2900491 8964716 8606833 -1870160 -2005140 13220301 11132591 532767 897486 12687534 10235105 BOYS AND GIRLS CLUBS OF GREATER DALLAS ENABLES ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 0 0 6715446 106671 858268 EVERY YOUNG PERSON DESERVES A SAFE PLACE TO GO AFTER SCHOOL, GET HELP WITH HOMEWORK, AND A HAVE A POSITIVE GROUP OF FRIENDS. BGCD IS HERE FOR EXACTLY THIS REASON. THIS IS A PLACE WHERE KIDS PUT DOWN THE PS4 CONTROLLER AND FIND A LOVE OF ROBOTICS; WHERE KIDS AT RISK OF GANG RECRUITMENT ARE RECRUITED INTO A COLLEGE PROGRAM INSTEAD THAT WILL CHANGE THE TRAJECTORY OF THEIR LIVES. BGCD PROVIDES A SAFE PLACE TO LEARN AND GROW, LIFE-ENHANCING PROGRAMS, AND ENGAGING CHARACTER DEVELOPMENT EXPERIENCES. 18 LOCAL CLUBHOUSES, SERVED 3,619 YOUTH. PROGRAMMING ENHANCES CHARACTER AND SELF-ESTEEM, IS EDUCATIONAL AND FUN, AND EMPOWERS YOUTH TO REACH THEIR FULL POTENTIAL. 6715446 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 34 0 1 261 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X X DEBRA TAYLOR 2148212950 4816 WORTH STREET DALLAS TX 75246 ERIC WATSON CHAIR 1.00 0.00 X X 0 0 0 JULIE JENNINGS VICE CHAIR 1.00 0.00 X X 0 0 0 MARTY ELLEN TREASURER 1.00 0.00 X X 0 0 0 CHARLES BALLARD SECRETARY 1.00 0.00 X X 0 0 0 GEORGE WATSON HONORARY CHAIR 1.00 0.00 X 0 0 0 RUTH JACKS IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 JOY BARTHOLOMEW DIRECTOR 1.00 0.00 X 0 0 0 JIVKA BATCHVAROVA DIRECTOR 1.00 0.00 X 0 0 0 JOSH BRADBURN DIRECTOR 1.00 0.00 X 0 0 0 SCOTT CONNOR DIRECTOR 1.00 0.00 X 0 0 0 THOMAS EHLMANN DIRECTOR 1.00 0.00 X 0 0 0 JEREMY GOTT DIRECTOR 1.00 0.00 X 0 0 0 BEN JACKSON DIRECTOR 1.00 0.00 X 0 0 0 FERREL KEEL DIRECTOR 1.00 0.00 X 0 0 0 MIKE KRYGER DIRECTOR 1.00 0.00 X 0 0 0 PETER LEWIS DIRECTOR 1.00 0.00 X 0 0 0 SONYA MACATEE DIRECTOR 1.00 0.00 X 0 0 0 PAUL MANNO DIRECTOR 1.00 0.00 X 0 0 0 GRANT MCGEE DIRECTOR 1.00 0.00 X 0 0 0 JIM PIKE DIRECTOR 1.00 0.00 X 0 0 0 JAMES SCHMELTEKOPF DIRECTOR (THRU 10/2024) 1.00 0.00 X 0 0 0 PAUL STAFFORD DIRECTOR 1.00 0.00 X 0 0 0 JIM TRESTER DIRECTOR 1.00 0.00 X 0 0 0 WENDY WILKERSON DIRECTOR 1.00 0.00 X 0 0 0 JOHN ZIMMERMANN DIRECTOR 1.00 0.00 X 0 0 0 KAREN TAN PRESIDENT & CEO 40.00 0.20 X 267096 0 45378 DEBRA TAYLOR CHIEF OF STAFF 40.00 0.00 X 180720 0 20365 AMANDA SHIELDS VP, HUMAN RESOURCES 40.00 0.00 X 161014 0 21620 JAMES LEE VP OF CLUB OPERATIONS 40.00 0.00 X 160720 0 17073 JUANA VALDESPINO-GAYTAN VP EDUCATION & WELLBEING 40.00 0.00 X 141880 0 16872 ANTHONY VALENTE VP ADVANCEMENT (THRU 11/2024) 40.00 0.00 X 131272 0 15429 1042702 0 136737 6 0 1 0 VENTURITY 14841 DALLAS PKWY SUITE 600 DALLAS TX 75254 ACCOUNTING SERVICES 345434 1 408096 195496 399494 423318 4039719 49479 5466123 PROGRAM SERVICE FEES 900099 853250 853250 853250 178788 178788 7682802 48123 7680178 0 2624 48123 50747 50747 159065 195496 227900 -68835 -68835 5018 0 5018 5018 INSURANCE REIMBURSEMENTS 900099 86163 86163 MISCELLANEOUS REVENUE 900099 19479 19479 CREDIT CARD REWARDS 900099 10587 10587 373 373 116602 6601693 858268 0 277302 106671 106671 302250 99743 99742 102765 4373265 3790327 521616 61322 57270 54224 3046 416338 359404 50223 6711 450548 376573 59203 14772 438815 438815 7355 7355 117481 16800 99506 1175 396909 299750 72622 24537 822817 779451 42571 795 226646 156440 64621 5585 57702 43276 11541 2885 1932 177 1755 31613 28452 3161 393449 373775 19674 20516 1881 18635 EQUIPMENT 352961 225541 101557 25863 MEALS & ENTERTAINMENT 14707 1348 13359 RECRUITMENT 12661 1161 11500 EMPLOYEE APPRECIATION 4927 452 4475 8606833 6715446 1644977 246410 2704625 125026 2993381 2626827 1298140 1442978 102356 37527 242827 158729 13588591 9651358 2962212 3937233 113863 123821 2802897 2680450 13220301 11132591 379631 309554 104000 5668 147468 483932 532767 897486 X 7857683 6285316 4829851 3949789 12687534 10235105 13220301 11132591 X -2005140 56892 -457340 -46841 X 0 1 X 1 0 X 6131671 7890977 10002916 5898680 5466123 35390367 6131671 7890977 10002916 5898680 5466123 35390367 5231079 30159288 1735 12538 72168 207633 178788 472862 21152 36195 3107 130870 116602 307926 36171155 5045649 0.83380 0.84110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 21,152. 2021 AMOUNT: $ 36,195. 2022 AMOUNT: $ 3,107. 2023 AMOUNT: $ 130,870. 2024 AMOUNT: $ 19,479. INSURANCE REIMBURSEMENTS - 2024 AMOUNT: $ 86,163. CREDIT CARD REWARDS - 2024 AMOUNT: $ 10,587. VENDING REVENUE - 2024 AMOUNT: $ 373. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8328713 68871 1012258 101024 485229 8823589 7533849 171000 1108103 484239 8328713 9644832 295000 -1571645 834338 7533849 8698668 260059 1139131 378070 74956 9644832 7998835 32000 1075843 361799 46211 8698668 0.68623 0.12135 0.19242 0 1 1 345435 345435 8125779 5517374 2608405 4081112 3313318 767794 1036265 820666 215599 3937233 IN-KIND LEASE RECEIVABLE 2182031 RELATED ORGANIZATION RECEIVABLE 24734 RIGHT OF USE ASSET 473685 2680450 LEASE LIABILITIES 483932 483932 X PART V, LINE 4: A PORTION OF THE ENDOWMENT IS HELD AND ADMINISTERED BY THE BOYS & GIRLS CLUB OF GREATER DALLAS INC. FOUNDATION. FUNDS ARE INTENDED TO PROVIDE LONG TERM GROWTH AND FINANCIAL SUPPORT TO THE CLUB. PART X, LINE 2: THE CLUB IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CLUB ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE CLUB'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE CLUB IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE CLUB IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX. CORPORATE CUP 214600 133200 81400 160 108125 6506 31200 BRIGHTER FUTURES LUNCHEON 56025 29145 26880 22698 12250 9461 4 83936 33151 50785 541 30101 4075 2674 109 354561 195496 159065 701 160924 22831 33874 9570 227900 -68835 1 SCHOLARSHIPS 39 105171 N/A N/A PART I, LINE 2: SCHOLARSHIPS ARE GIVEN EACH YEAR TO SPECIFIC STUDENTS. SELECTION CRITERIA IS DEPENDENT ON DONOR REQUEST AT THE TIME GIVEN. FUNDS ARE DISTRIBUTED TO STUDENT'S SCHOOL AS AMOUNTS ARE REQUESTED BY THE STUDENTS, WITH RECEIPTS FROM THE UNIVERSITY AND COPIES OF THE STUDENT'S GRADES FROM THE PRIOR SEMESTER. X X X 0 0 0 0 0 0 0 1 0 KAREN TAN PRESIDENT & CEO 252096 0 15000 0 0 0 12569 0 32809 0 312474 0 0 0 DEBRA TAYLOR CHIEF OF STAFF 170720 0 10000 0 0 0 7792 0 12573 0 201085 0 0 0 AMANDA SHIELDS VP, HUMAN RESOURCES 151014 0 10000 0 0 0 7500 0 14120 0 182634 0 0 0 JAMES LEE VP OF CLUB OPERATIONS 150720 0 10000 0 0 0 4500 0 12573 0 177793 0 0 0 JUANA VALDESPINO-GAYTAN VP EDUCATION & WELLBEING 131880 0 10000 0 0 0 6250 0 10622 0 158752 0 0 0 PART I, LINE 7 THE CEO'S BONUS IS AT THE DISCRETION OF THE BOARD UP TO $20,000 PER HER EMPLOYMENT AGREEMENT. ALL OTHER BONUSES ARE AT THE CEO'S DISCRETION. X FIXED ASSETS 3 48183 FMV X SUPPLIES 2 1296 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE CHAIR REVIEWS A COPY OF THE FORM 990 PRIOR TO FILING. A FINAL COPY OF THE FORM 990 IS SENT TO THE FULL BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS, STAFF MEMBERS, AND VOLUNTEERS. COVERED INDIVIDUALS ARE REQUIRED TO UPDATE DISCLOSURES ANNUALLY. FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST OR ANY CONDITION LISTED ABOVE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE ORGANIZATION'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, THEY MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIRMAN AND EXECUTIVE SUPPORT AND APPRAISAL COMMITTEE MEETS WITH THE PRESIDENT TO PERFORM THE ANNUAL REVIEW AND RECOMMENDS COMPENSATION BASED ON THE SALARY BUDGET TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. TO ASSIST IN THIS DECISION, THE COMMITTEE CAN COMPARE THE PROPOSED SALARY TO THE 990S OF OTHER ORGANIZATIONS AND TO SALARY SURVEYS PRODUCED BY THIRD PARTIES. THE SALARY BUDGET IS SET BY THE BOARD OF DIRECTORS WHEN THEY APPROVE THE ANNUAL BUDGET, WHICH IS DOCUMENTED THE MEETING MINUTES. THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE REVIEW AND APPROVE THE ANNUAL SALARY STRUCTURE AND THE PRESIDENT IS RESPONSIBLE FOR MAKING APPROPRIATE SALARY ADJUSTMENTS USING BENCHMARKED SALARY INFORMATION FROM LIKE SIZED ORGANIZATIONS IN BGCA FOR THE VP FINANCE POSITION AND ANY OTHERS WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CLUB MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. THE CLUB MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PROGRAM SERVICE FEES -46,841. BOYS & GIRLS CLUBS OF GREATER DALLAS INC FOUNDATION 4816 WORTH STREET DALLAS TX 75246 752078664 SUPPORT BOYS & GIRLS CLUBS OF GREATER DALLAS INC TX 501(C)(3) LINE 12A, I BOYS & GIRLS CLUBS OF GREATER DALLAS INC 1 CHAMBERS-SCHOELLKOPF TRIM SCHOLARSHIP FOUNDATION 4816 WORTH STREET DALLAS TX 75246 752213989 SCHOLARSHIPS TX 501(C)(3) PF BOYS & GIRLS CLUBS OF GREATER DALLAS INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 BOYS & GIRLS CLUBS OF GREATER DALLAS INC FOUNDATION C 382494 CASH TRANSFERRED