2025-11-14T13:52:47-06:00 2024-12-31 331889858 HM&M ADVISORY LLC 5005 LYNDON B JOHNSON FWY STE 1200 DALLAS TX 75244 990 2024-01-01 261199982 VICKERY MEADOW YOUTH DEVELOPMENT FOUNDATION VICK 2144437985 7110 HOLLY HILL DR DALLAS TX 75231 JOHN NEILL PRESIDENT 2144437985 2025-11-11 1 0 KIMBERLY LYONS P01241365 9724041010 2025-11-11 2024 2025-03-06 01:10:19Z X JOHN NEILL 7110 HOLLY HILL DR DALLAS TX 75231 1569318 0 X WWW.VMYDF.COM X 2007 TX TO MAKE VICKERY MEADOW A GREAT COMMUNITY AND TO HELP ITS CHILDREN REACH THEIR FULL POTENTIAL. 9 9 17 200 0 0 1911964 1461783 0 0 13598 18415 11386 88894 1936948 1569092 97442 111176 0 0 596704 588519 0 0 150888 863743 946629 1557889 1646324 379059 -77232 6504373 6092014 2688261 2353135 3816112 3738879 TO MAKE VICKERY MEADOW A GREAT COMMUNITY AND TO HELP ITS CHILDREN REACH THEIR FULL POTENTIAL. TO ENHANCE CHILDREN'S EDUCATION AND ENRICHMENT. 0 0 799784 0 EAGLE SCHOLARS - THE EAGLE SCHOLARS COLLEGE READINESS PROGRAM PROVIDES ACADEMIC, SOCIAL, AND EMOTIONAL ENCOURAGEMENT AND SUPPORT TO HIGH-POTENTIAL, UNDERSERVED STUDENTS. THE PROGRAM OFFERS A COMPREHENSIVE SET OF SERVICES, INCLUDING MENTORSHIP, COLLEGE AND CAREER COUNSELING, LEADERSHIP DEVELOPMENT, AND CULTURAL COMPETENCY. THE PROGRAM IS HELD EACH DAY FOR SIX WEEKS IN THE SUMMER AND WEEKLY DURING THE SCHOOL YEAR. ADDITIONALLY, THE PROGRAM PROVIDES SUPPORT TO THE SCHOLARS WHO GO ON TO COLLEGE AND SUPPORTS THEM THROUGH COLLEGE GRADUATION. 325897 20000 ACADEMIC ENHANCEMENT & COMMUNITY SUPPORT - THIS REPRESENTS RESOURCES THE FOUNDATION PROVIDES TO INCREASE THE ACADEMIC ACHIEVEMENT OF THE YOUTH IN VICKERY. ITEMS IN THIS CATEGORY TYPICALLY INCLUDE: FUNDING EDUCATIONAL FIELD TRIPS, PROVIDING EDUCATIONAL ENRICHMENT OPPORTUNITIES IN COLLABORATION WITH THE LOCAL SCHOOLS, AND DISTRIBUTING BOOKS TO SECOND AND THIRD GRADERS FOR AT-HOME READING. 113497 91176 SCHOLARSHIPS - EAGLE SCHOLARS WHO START IN MIDDLE SCHOOL AND CONTINUE IN THE PROGRAM THROUGH COLLEGE ARE PROVIDED WITH SCHOLARSHIPS FROM THE FOUNDATION TO HELP COVER THEIR FOOD, HOUSING, TUITION, BOOKS, AND OTHER EDUCATIONALL EXPENSES. THE FOUNDATION'S GOAL FOR SCHOLARS IS TO FINISH COLLEGE DEBT FREE. 1239178 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JANET MORRISON-LANE 2144437985 7110 HOLLY HILL DR DALLAS TX 75231 X JOHN NEILL PRESIDENT/CHAIRMAN 2.00 X 0 0 0 HARRY SMITH VICE CHAIRMAN 2.00 X 0 0 0 JONATHAN HUSTIS MEMBER 2.00 X 0 0 0 BARBARA NEILL MEMBER 2.00 X 0 0 0 ELLEN WOOD MEMBER 2.00 X 0 0 0 JAMES PAYNE MEMBER 2.00 X 0 0 0 HESAM HOSSEINI MEMBER 2.00 X 0 0 0 KATRINA COLLINS MEMBER 2.00 X 0 0 0 JANET MORRISON-LANE EXECUTIVE DIRECTOR 20.00 X 131200 0 0 131200 0 0 1 0 0 0 0 1461783 767158 1461783 18641 18641 88894 0 88894 88894 88894 226 -226 -226 -226 1569092 0 0 107309 20000 20000 91176 91176 147837 33855 70242 43740 355833 273065 41275 41493 10296 9425 160 711 37003 35720 650 633 37550 29734 2460 5356 55145 55145 86085 58906 6453 20726 7396 6886 255 255 83680 64269 12390 7021 22854 22492 39 323 77278 59118 11592 6568 218894 169676 30366 18852 37068 13034 22586 1448 EAGLE SCHOLARS DIRECT E 133499 133059 220 220 OTHER EXPENSES 120160 114197 2423 3540 SCHOLARSHIPS & ACADEMIC 88759 88759 COMMUNITY SUPPORT DIREC 11419 11419 4392 4388 2 2 1646324 1239178 256258 150888 397284 437362 326008 84666 5929147 372173 5775867 5556974 5214 13012 6504373 6092014 105693 30567 2582568 2322568 2688261 2353135 X 3598221 3661613 217891 77266 3816112 3738879 6504373 6092014 -77232 0 X 0 1 X 0 0 X 1236666 1804877 2931467 1911964 1509316 9394290 1236666 1804877 2931467 1911964 1509316 9394290 3435670 5958620 22403 50602 9501 24984 59776 167266 9561556 0.62320 0.43620 X SCHEDULE B LINE 5 THE VICKERY MEADOW YOUTH DEVELOPMENT FOUNDATION, ESTABLISHED IN 2007, AIMS TO TRANSFORM VICKERY MEADOW INTO A VIBRANT COMMUNITY BY ENHANCING CHILDREN'S EDUCATION AND ENRICHMENT. TO ACHIEVE THIS MISSION, THE BOARD APPROVED THE CONSTRUCTION OF A DEDICATED SPACE FOR THE ORGANIZATION TO CONTINUE ITS WORK OVER THE PAST DECADE. INITIALLY, THE CONSTRUCTION COSTS WERE BASED ON PRE-COVID-19 ESTIMATES. THE PROJECT BEGAN IN LATE 2020, BUT THE PANDEMIC CAUSED SIGNIFICANT DELAYS DUE TO PERMITTING AND INSPECTION ISSUES, AS WELL AS INCREASED MATERIAL COSTS. THESE CHALLENGES PUSHED EXPENSES BEYOND THE ORIGINAL ESTIMATES AND LOAN GUARANTEES. TO ENSURE THE PROJECT'S COMPLETION, AN ADDITIONAL $2,913,132 WAS DONATED BY QUALIFYING LARGE DONORS AS AN UNUSUAL GRANT TO COMPLETE THE CONSTRUCTION, WHICH NEGATIVELY IMPACTED THE PUBLIC SUPPORT CALCULATION. THE DELAY IN CONSTRUCTION ALSO POSTPONED THE FACILITY'S OPERATIONS, LIMITING THE AVAILABILITY OF PROGRAMS AND OPPORTUNITIES TO INCREASE PUBLIC SUPPORT. HOWEVER, ONCE THE FACILITY OPENED, PROGRAMS RESUMED, AND COMMUNITY PARTNERS WERE INVITED IN. A CONCERTED EFFORT HAS BEEN UNDERTAKEN BY THE BOARD AND THE ORGANIZATION TO ADD NEW BOARD MEMBERS REPRESENTING THE COMMUNITY SERVED AND HIRE PERSONNEL DEDICATED TO FUNDRAISING AND INCREASING PUBLIC SUPPORT AND DIVERSIFICATION OF FUNDS. ADDITIONALLY, THE BUILDING IS UTILIZED FOR COMMUNITY-WIDE PROGRAMMING AND INITIATIVES, MANY OF WHICH INCLUDE CITY DEPARTMENTS, COUNCIL MEMBERS, AND OTHER CITY INITIATIVES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 364500 364500 4941161 198062 4743099 623486 174111 449375 5556974 X 1569092 0 1569092 0 1569092 1646325 0 1646325 0 1646325 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION OR LIABILITY FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT IS NOT SUBJECT TO ANY UNRELATED BUSINESS INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2022. THE FOUNDATION IS ALSO EXEMPT FOR STATE SALES AND FRANCHISE TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION REGULARLY ASSESSES UNCERTAIN TAX POSITIONS IN EACH OF THE TAX JURISDICTIONS IN WHICH IT HAS OPERATIONS AND ACCOUNTS FOR THE RELATED FINANCIAL STATEMENT IMPLICATIONS. UNCERTAIN TAX BENEFITS ARE REPORTED USING THE TWO STEP APPROACH UNDER WHICH TAX EFFECTS OF A POSITION ARE RECOGNIZED ONLY IF IT IS "MORE-LIKELYTHAN-NOT" TO BE SUSTAINED AND THE AMOUNT OF THE TAX BENEFIT RECOGNIZED IS EQUAL TO THE LARGEST TAX BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT OF THE TAX POSITION. MANAGEMENT BELIEVES THERE IS NO UNCERTAIN TAX POSITION AT DECEMBER 31, 2022. DETERMINING THE APPROPRIATE LEVEL OF UNRECOGNIZED TAX BENEFITS REQUIRES THE FOUNDATION TO EXERCISE JUDGMENT REGARDING THE UNCERTAIN APPLICATION OF TAX LAW. THE AMOUNT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN INFORMATION BECOMES AVAILABLE OR WHEN AN EVENT OCCURS INDICATING A CHANGE IS APPROPRIATE. FUTURE CHANGES IN UNRECOGNIZED TAX BENEFITS REQUIREMENTS COULD HAVE A MATERIAL IMPACT ON THE RESULTS OF OPERATIONS. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS RELATING TO U.S. FEDERAL TAX RETURNS FOR THREE YEARS FROM THE DATE OF FILING. 0 ABEBA FOODS TO GO 6882 SHADY BROOK LANE DALLAS TX 75231 383064400 501(C)(3) 10000 0 GENERAL PURPOSE MARU GROCERY LLC 8353 PARK LANE DALLAS TX 75231 843247259 501(C)(3) 10000 0 GENERAL PURPOSE SCHOLARSHIPS:TUITION 33 91176 0 PART I, LINE 2: THE BOARD RECEIVES AND REVIEWS GRANT REQUEST. IF THE BOARD AGREES TO FUNDING, THE STAFF PERSON WORKS WITH THE ENTITY RECEIVING FUNDING. ONSITE VISITS ARE CONDUCTED DURING THE TIME THE FUNDING IS BEING UTILIZED. THOSE FUNDED ARE REQUESTED TO PROVIDE AN ACCOUNTING OF THE FUNDS AND A PROGRAM REPORT AT THE CONCLUSION OF FUNDING. X 485 SHS BROADCOM 485 517435 X 400 SHS UNITED RENTALS INC 400 249724 0 0 0 PART I, COLUMN (B): VICKERY MEADOWS YOUTH DEVELOPMENT FOUNDATION UTILIZED THE NUMBER OF CONTRIBUTIONS METHOD ON SCHEDULE M AS ONE LARGE CONTRIBUTION WAS VARIOUS ITEMS FOR VARIOUS PROGRAMS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION: CHILDREN'S EDUCATION AND ENRICHMENT. COLLEGE SCHOLARSHIPS AND ACADEMIC ENHANCEMENT. FORM 990, PART VI, SECTION A, LINE 2 JOHN NEILL AND HARRY SMITH HAVE A BANKING RELATIONSHIP THROUGH PEGASUS BANK. FORM 990, PART VI, SECTION A, LINE 2 THE INSURANCE AGENT OF RECORD FOR PROPERTY AND CASUALTY INSURANCE IS BEN SPURGIN INSURANCE AGENCY, WHICH IS OWNED BY FORMER BOARD MEMBER SALLY SPURGIN'S HUSBAND. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE CHAIR, ALL MEMBERS OF THE BOARD, AND THE EXECUTIVE DIRECTOR BEFORE BEING SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO CONFIRM ANNUALLY AND EXECUTIVE DIRECTOR AND CHAIR MONITOR ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 15 FOR OFFICERS AND KEY EMPLOYEES- THE PRESIDENT, VICE PRESIDENT, AND SECRETARY OF THE BOARD INTERVIEWED AND SELECTED THE EXECUTIVE DIRECTOR. COMPENSATION WAS BASED ON YEARS OF EXPERIENCE, WORK LOAD, AND LEVEL OF RESPONSIBILITY. FOR KEY EMPLOYEES- THE COMPENSATION WAS DETERMINED BY REVIEWING COMPARABLE POSITIONS AT OTHER AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE KEPT IN A FILE AVAILABLE FOR PUBLIC VIEWING WHEN THE OFFICES ARE OPEN FROM 8:30-5:30 MONDAY- FRIDAY.