2025-04-04T13:07:00-05:00 2024-06-30 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2023-07-01 752400361 GARLAND ISD EDUCATION FOUNDATION GARL 9724873253 PO BOX 460517 GARLAND TX 75046 LISA COX PRESIDENT 9724873253 2025-04-02 1 1 EMILY LANDRY P01614538 2143939300 2023 2025-03-06 01:10:19Z LISA COX PO BOX 460517 GARLAND TX 75046 1192571 0 X N/A X 2002 TX TO PROVIDE EDUCATIONAL ASSISTANCE TO STUDENTS AND TEACHERS OF GARLAND ISD. 24 24 0 80 0 0 569407 534433 0 0 35481 397766 143609 157044 748497 1089243 476805 616499 0 0 937 90 0 0 0 77656 124903 555398 741492 193099 347751 1882609 1916852 124325 95830 1758284 1821022 TO PROVIDE EDUCATIONAL ASSISTANCE TO STUDENTS AND TEACHERS OF GARLAND ISD. 0 0 694474 616499 TO GENERATE AND DISTRIBUTE RESOURCES TO SUPPORT AND ENRICH EDUCATION FOR ALL STUDENTS IN THE GARLAND INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION ALSO PROVIDED FUNDING FOR A GARLAND INDEPENDENT SCHOOL DISTRICT INITIATIVE, WHICH AWARDS CHECKS TO STUDENTS WHO MADE A 3, 4 OR 5 ON THEIR ADVANCE PLACEMENT TESTS IN MATH, SCIENCE, TECHNOLOGY, ENGINEER OR LANGUAGE ARTS. 694474 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CATHY CLOPTON CLOPTON & COMPANY 9722726478 PO BOX 460517 GARLAND TX 75046 SCOTT MCMURDIE BOARD CHAIR 1.00 X X 0 0 0 DOUG BURNSIDE CHAIR ELECT 1.00 X X 0 0 0 LESLIE HENSON TREASURER 1.00 X X 0 0 0 BRIAN COOPER SECRETARY 1.00 X X 0 0 0 CARMEN BLAKEY MEMBER 1.00 X 0 0 0 BUTCH BOWLIN MEMBER 1.00 X 0 0 0 SHAYNA CLAPP MEMBER 1.00 X 0 0 0 MICHELLE COATES MEMBER 1.00 X 0 0 0 DONAS COLE MEMBER 1.00 X 0 0 0 DR AYODELE FADAHUNSI MEMBER 1.00 X 0 0 0 EMILY FLETCHER MEMBER 1.00 X 0 0 0 MATT GRUBISICH MEMBER 1.00 X 0 0 0 EVA HUMMEL MEMBER 1.00 X 0 0 0 CLINT KELLY MEMBER 1.00 X 0 0 0 TED KINZER MEMBER 1.00 X 0 0 0 CHRIS KIZZIAR MEMBER 1.00 X 0 0 0 JEANIE MARTEN MEMBER 1.00 X 0 0 0 SHARON MAYER MEMBER 1.00 X 0 0 0 KARINA OLIVARES MEMBER 1.00 X 0 0 0 ROBERT SELDERS MEMBER 1.00 X 0 0 0 BRIAN TRICHELL MEMBER 1.00 X 0 0 0 MELISSA VARELA MEMBER 1.00 X 0 0 0 CALEB WILLIAMS MEMBER 1.00 X 0 0 0 ASHLEY WONG MEMBER 1.00 X 0 0 0 LISA COX PRESIDENT 20.00 X 0 108320 0 0 108320 0 0 0 0 0 0 69351 465082 534433 45136 45136 352630 0 352630 352630 352630 260372 69351 103328 157044 157044 1089243 0 0 554810 569104 569104 47395 47395 90 90 12999 12999 3228 3228 1589 1589 385 385 3502 3502 2129 2129 PROGRAMS 77975 77975 BANK CHARGES 23096 23096 741492 694474 47018 0 855718 770365 498872 242362 2400 22800 710 6203 524909 875122 1882609 1916852 12775 8830 111550 87000 124325 95830 X 1042798 992468 715486 828554 1758284 1821022 1882609 1916852 347751 -285013 0 X X 0 1 X 1 0 X 321241 556022 594428 569407 534433 2575531 94169 93642 95177 95062 92797 470847 415410 649664 689605 664469 627230 3046378 0 164004 282898 236135 176999 860036 164004 282898 236135 176999 860036 2186342 26978 21374 23275 32678 45136 149441 26978 21374 23275 32678 45136 149441 442388 671038 712880 697147 672366 3195819 0.68410 0.73990 0.04680 0.04490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 897027 -285013 92797 -192216 1089243 0 1089243 834289 92797 92797 741492 0 741492 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION HAS NO UNRELATED BUSINESS ACTIVITIES AND DOES NOT OWE INCOME TAXES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FORM 990, SCHEDULE D, PART XI , LINES 2A REPORT UNREALIZED GAINS/LOSSES ON INVESTMENT IN PART XI RECONCILIATION OF NET ASSETS GOLF TOURNAMENT 146822 52351 94471 1500 1025 10244 30869 TINSEL & TRIVIA 182901 17000 165901 1500 30518 200 27472 329723 69351 260372 1500 1025 11744 30518 200 58341 103328 157044 1 GARLAND ISD 501 S JUPITER GARLAND TX 75042 756001650 569104 0 EDUCATIONAL ASSISTANCE 1 GRANTS/SCHOLARSHIPS 45 47395 PART I, LINE 2: A COMMITTEE REVIEWS GRANTS TO CHOOSE THE RECIPIENTS AND THE SECRETARY SENDS OUT AN EVALUATION AND EXPENSE REPORT FORM TO RECIPIENTS TO COMPLETE AND RETURN ALONG WITH RECEIPTS SHOWING ALL FUNDS HAVE BEEN EXPENDED. FORM 990, SCHEDULE I, PART III: THE ORGANIZATION'S REVIEW POLICY FOR GRANTS PAID OUT TO ENTITIES ALSO APPLIES FOR THE GRANTS PAID OUT TO INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES THE BANK RECONCILIATION TASK TO AN INDIVIDUAL HIRED AS AN OUTSIDE CONSULTANT. FINANCIAL TRANSACTIONS ARE APPROVED BY THE BOARD BEFORE ANY FUNDS ARE RELEASED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS PROVIDED AT THE BOARD MEETING AND IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY AND ANY POTENTIAL CONFLICT OF INTEREST IS DISCLOSED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT THROUGH A FULL BOARD REVIEW. GARLAND ISD 501 S JUPITER GARLAND TX 75042 756001650 PUBLIC SCHOOL TX N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 GARLAND ISD B 569104 CASH GARLAND ISD N 12557 CASH GARLAND ISD O 80240 CASH GARLAND ISD C 168158 CASH