2026-06-11T08:38:27-05:00 2025-08-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-09-01 752920875 FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES FOUN 8173326191 3001 S RIVERSIDE DR FORT WORTH TX 76119 CAROL KLOCEK CEO 8173326191 2026-06-10 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z X CAROL KLOCEK 3001 S RIVERSIDE DR FORT WORTH TX 76119 9460726 0 X N/A X 2000 TX THE FOUNDATION IS ORGANIZED TO HOLD, MANAGE, SOLICIT, RECEIVE, ADMINISTER AND INVEST ASSETS FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF THE CENTER FOR TRANSFORMING LIVES. 8 8 0 8 0 0 0 0 0 0 702989 201512 7951582 7562183 8654571 7763695 2470527 3183263 0 0 0 0 0 0 0 1019179 990023 3489706 4173286 5164865 3590409 39665545 47994067 0 0 39665545 47994067 THE FOUNDATION IS ORGANIZED TO HOLD, MANAGE, SOLICIT, RECEIVE, ADMINISTER AND INVEST ASSETS FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF THE CENTER FOR TRANSFORMING LIVES. 0 0 3183263 3183263 SUPPORT OF THE CENTER FOR TRANSFORMING LIVES - IN ACCORDANCE WITH ITS MISSION TO HOLD, MANAGE AND INVEST ASSETS FOR THE BENEFIT AND SUPPORT OF THE CENTER FOR TRANSFORMING LIVES, THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES PROVIDED CONTRIBUTIONS TO THE CENTER FOR TRANSFORMING LIVES, WHICH USED THAT FUNDING IN ITS MISSION TO TRANSFORM THE LIVES OF WOMEN AND CHILDREN IN POVERTY. PROGRAMS INCLUDE HOUSING SERVICES, EARLY CHILDHOOD EDUCATION, ECONOMIC MOBILITY SERVICES, AND CLINICAL COUNSELING. 3183263 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JASON RICHARDSON 8174841534 3001 S RIVERSIDE DR FORT WORTH TX 76119 MATT DAVIDSON MEMBER 1.00 X 0 0 0 GEORGE GRAU MEMBER 1.00 X 0 0 0 SANDI IACABUCCI MEMBER 1.00 X 0 0 0 ROBERT KREBS MEMBER 1.00 X 0 0 0 CAROLINE CRANZ MEMBER 1.00 X 0 0 0 KYLE BORRELLO PRESIDENT 1.00 X X 0 0 0 MEGAN TERRELL TREASURER, CHAIR-FINANCE 1.00 1.00 X X 0 0 0 MAXWELL LEA PAST PRESIDENT, EX-OFFICIO 1.00 X X 0 0 0 CAROL KLOCEK CEO 2.00 38.00 X 0 368654 25402 JASON RICHARDSON CFO 2.00 38.00 X 0 208427 29100 0 577081 54502 0 0 1 0 0 1381060 1381060 7562183 7562183 517483 1697031 -1179548 -1179548 -1179548 7763695 0 0 7763695 3183263 3183263 353264 353264 SEVERANCE TAXES 367763 367763 BANK CHARGES 268996 268996 4173286 3183263 990023 0 993953 656450 38352592 47018617 319000 319000 39665545 47994067 0 0 X 38327582 46602336 1337963 1391731 39665545 47994067 39665545 47994067 3590409 4738113 0 X X 0 1 X 1 0 X X X 1 CENTER FOR TRANSFORMING LIVES 750829389 7 1 2883263 0 1 2883263 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 39489989 12094776 3183263 636759 47764743 29146252 13472697 2470527 658433 39489989 23563163 27890 8645809 2517910 572700 29146252 24750413 3726396 4466183 447463 23563163 19300488 7081190 1383358 247907 24750413 0.97570 0.02430 0 0 0 PUBLICLY TRADED EQUITIES, FIXED INCOME & O&G RESERVES 47018617 F 47018617 X 8965281 4738113 -3183263 1554850 7410431 353264 353264 7763695 636759 0 636759 353264 3183263 3536527 4173286 PART V, LINE 4: A PORTION OF THE NET ASSETS OF THE FOUNDATION REPRESENT FUNDS DESIGNATED BY DONORS AND THE BOARD TO FUND AN ENDOWMENT. THE INCOME FROM THE DONOR PORTION MAY BE EXPENDED TO SUPPORT CHILD CARE AND DIRECT CLIENT ASSISTANCE FOR WOMEN IN THE CENTER FOR TRANSFORMING LIVES HOUSING PROGRAMS. THE INCOME FROM THE BOARD PORTION MAY BE EXPENDED TO SUPPORT PROGRAM AND ADMINISTRATIVE ACTIVITIES. PART X, LINE 2: CTL, THE FOUNDATION AND CTL REAL ESTATE ARE NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. CERTAIN ACTIVITIES OF THESE ENTITIES ARE SUBJECT TO FEDERAL UNRELATED BUSINESS INCOME TAX AND/OR STATE AND LOCAL TAXES. THE CENTER HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE CENTER'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES RELATED TO TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION TO CENTER FOR TRANSFORMING LIVES -2,883,263. CONTRIBUTION TO CENTER FOR TRANSFORMING LIVES REAL ESTATE -300,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO CENTER FOR TRANSFORMING LIVES 2,883,263. CONTRIBUTION TO CENTER FOR TRANSFORMING LIVES REAL ESTATE 300,000. 0 CENTER FOR TRANSFORMING LIVES 3001 S RIVERSIDE DR FORT WORTH TX 76119 750829389 501(C)(3) 2883263 0 HELP WOMEN AND CHILDREN LIVING IN POVERTY CENTER FOR TRANSFORMING LIVES REAL ESTATE 3001 S RIVERSIDE DR FORT WORTH TX 76119 923147618 501(C)(3) 300000 0 CARRYING OUT THE PURPOSES OF THE CENTER FOR TRANSFORMING LIVES 2 0 0 0 0 0 0 0 0 0 CAROL KLOCEK CEO 0 333654 0 35000 0 0 0 23583 0 1819 0 394056 0 0 JASON RICHARDSON CFO 0 190427 0 18000 0 0 0 15813 0 13287 0 237527 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CENTER FOR TRANSFORMING LIVES IS THE SOLE MEMBER OF THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES. FORM 990, PART VI, SECTION A, LINE 7A THE CENTER FOR TRANSFORMING LIVES ELECTS THE BOARD OF DIRECTORS OF THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY (BOARD OF DIRECTORS) OF THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES HAS MANAGEMENT POWERS OF THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES. HOWEVER, THE MEMBER (THE CENTER FOR TRANSFORMING LIVES) RESERVES THE POWER TO ELECT THE BOARD OF DIRECTORS, AMEND THE ARTICLES OF INCORPORATION AND ADOPT, AMEND AND REPEAL THE BYLAWS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE MANAGEMENT AND THE CENTER'S FINANCE COMMITTEE, WHICH SERVES AS THE FINANCE COMMITTEE FOR THE FOUNDATION. FOLLOWING THE FINANCE COMMITTEE APPROVAL, THE 990 IS PROVIDED TO THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES FULL BOARD FOR ITS REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, MANAGEMENT REVIEWS TRANSACTIONS AND ACTIVITY THROUGHOUT THE YEAR FOR POTENTIAL CONFLICTS OF INTEREST. POTENTIAL CONFLICTS ARE ANALYZED AND FINAL DECISIONS AS TO WHETHER A CONFLICT DOES IN FACT EXIST OR WHETHER THE TRANSACTION OR BUSINESS RELATIONSHIP IS ACCEPTABLE ARE MADE BY THE FOUNDATION BOARD OF DIRECTORS, EXCLUDING ANY MEMBER(S) WHO MAY BE INVOLVED OR AFFECTED BY THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AS A SUPPORTING ORGANIZATION OF THE CENTER FOR TRANSFORMING LIVES, THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES SHARES THE SERVICES OF THE CENTER FOR TRANSFORMING LIVES STAFF ON AN AS NEEDED BASIS. THUS, THE FOUNDATION DOES NOT HAVE DIRECT EMPLOYEES. HOWEVER, THE CENTER FOR TRANSFORMING LIVES DOES HAVE A PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. SEE THE FORM 990 FOR THE CENTER FOR TRANSFORMING LIVES FOR ADDITIONAL INFORMATION RELATED TO THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VI, SECTION B, LINE 13: WHISTLEBLOWER POLICY - SUCH A POLICY WOULD NOT BE APPLICABLE SINCE THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES HAS NO EMPLOYEES TO WHICH IT WOULD APPLY. PART VII, LINE 1A: THE AVERAGE HOURS WORKED PER WEEK FOR A RELATED ORGANIZATION ARE 38 FOR CAROL KLOCEK. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. THE CENTER FOR TRANSFORMING LIVES 3001 S RIVERSIDE DR FORT WORTH TX 76119 750829389 COMM SUPPORT TX 501(C)(3) LINE 7 N/A 0 CENTER FOR TRANSFORMING LIVES REAL ESTATE 3001 S RIVERSIDE DR FORT WORTH TX 76119 923147618 SUPPORT ORG TX 501(C)(3) LINE 12A, I THE CENTER FOR TRANSFORMING LIVES 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE CENTER FOR TRANSFORMING LIVES B 2883263 CASH VALUE THE CENTER FOR TRANSFORMING LIVES N 0 CASH VALUE THE CENTER FOR TRANSFORMING LIVES O 0 CASH VALUE THE CENTER FOR TRANSFORMING LIVES REAL ESTATE N 0 CASH VALUE THE CENTER FOR TRANSFORMING LIVES REAL ESTATE O 0 CASH VALUE THE CENTER FOR TRANSFORMING LIVES REAL ESTATE B 300000 CASH VALUE PART V AS A SUPPORTING ORGANIZATION OF THE CENTER FOR TRANSFORMING LIVES, THE FOUNDATION FOR THE CENTER FOR TRANSFORMING LIVES SHARES SERVICES OF THE CENTER FOR TRANSFORMING LIVES' EXECUTIVE DIRECTOR AND OTHER STAFF MEMBERS, AS WELL AS FACILITIES AND OTHER ASSETS ON AN AS NEEDED BASIS WITHOUT REIMBURSEMENT OF COST.