Encompass Cares FY2021 filing

Tax-deductible

Dallas, TX501(c)(3)Foundations & GrantmakersEIN 26-0755484Revenue $984K in FY2021

On file with the IRSencompasscares.org6688 N Central Expy Ste 1300, 75206-3950 · Dallas, TXTax-exempt since Mar 2008Publicly supported charity — 170(b)(1)(A)(vi)

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Encompass Cares supports medical missions for needy or underserved populations of the world, provides domestic community assistance to the elderly, employee emergency relief through grants for losses from natural disasters or family emergencies.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$19K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $133K a year · 16% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$19K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$250
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$984K
-2% vs prior year
Spent
$902K
To programs
91%
Net assets
$963K
By yearFY2020–FY2024
Revenue
$984K
FY2021▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$984K
FY2022$775K
FY2023$702K
FY2024$701K
Expenses
$902K
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$902K
FY2022$1.0M
FY2023$1.0M
FY2024$826K
Net assets
$963K
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$928K
FY2021$963K
FY2022$695K
FY2023$349K
FY2024$224K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $821K Management & general 9% · $81K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $19K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$18,750Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A

Katie Pedigo’s $19K as Executive Director is at the 18th percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2021FY2020
Katie Pedigo$18,750$20,425

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Encompass Cares executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports medical missions worldwide and provides emergency aid to elders and disaster victims.

Provided by the organization

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3 programs · $821K · in their own filed words · FY2021
01

Emergency assistance grants provided to qualifying individuals affected by tornadoes, floods, fires, unemployment due to illness, injury, or death. Provided funds for LIVING/HOME maintenance, medical, and funeral expenses.

$513Kprogram expense
02

Community Assistance

Seasonal drives to provide fans (march-may); heathers, blankets, christmas toys(november-december); back to school backpacks, school supplies (august); holiday food (november-december) across 26 states.

$299Kprogram expense
03

Funded various non-profits including church supported mission trips to provide medicines, food, and educational materials through churches in 26 states.

$10Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$20K
Grants paid · 17 grants · $4.2M · 2020–2024
Unitemized GrantFY2024$702,883
Unitemized GrantFY2023$900,108
Alzheimers Association of Greater DallasFY2023$7,750
Unitemized GrantFY2022$933,546
Alzheimers Association of Greater DallasFY2022$6,500
Unitemized GrantFY2021$512,568
Unitemized GrantFY2021$92,913
Alzheimers Association of Greater DallasFY2021$75,000
Rcls Alzheimers AssociationFY2021$50,000
Individual RecipientFY2021$40,000
Family Gateway INCTX · FY2021$7,500
Unitemized GrantFY2020$562,086
Unitemized GrantFY2020$283,192
Individual RecipientFY2020$8,616
Individual RecipientFY2020$5,500
Individual RecipientFY2020$5,350
Grand County Wildfire Emergency FundFY2020$5,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$984K
Ln 12
Gifts and grantsLn 1h$894K
Investment incomeLn 3$90K
Money outPt IX
$902K
Ln 25
Programscol B$821K
Managementcol C$81K
Owns and owesPt X
$963K
net assets · Ln 32
Cash and savingsLn 1–2$963K
Total assetsLn 16$963K
LiabilitiesLn 26$250
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$894K
Investment incomeLn 3$90K
Gains on assetsLn 7$83K
Total revenueLn 12$984K
Assets in detailPt X, end of year
CashLn 1$963K
SavingsLn 2$0
Cash and savings togetherLn 1–2$963K
Total assetsLn 16$963K
LiabilitiesLn 26$250
Net assetsLn 32$963K
OperationsPt I, VI
EmployeesI 51
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$930K$963K
Total assetsLn 16$930K$963K
LiabilitiesLn 26$2K$250
Net assetsLn 32$928K$963K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$216K$216K
Grants to domestic individualsLn 2$605K$605K
Pay of current officers, directors and key staffLn 5$19K$19K
Payroll taxesLn 10$1K$1K
Legal feesLn 11b$24K$24K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$35K$35K
Total functional expensesLn 25$902K$821K$81K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $701K$826K−$125K$224K 990 PDF
FY2023 $702K$1.0M−$346K$349K 990 PDF
FY2022 $775K$1.0M−$268K$695K 990 PDF
FY2021 Viewing $984K$902K$81K$963K 990 PDF
FY2020 $1.0M$1.0M−$9K$928K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $983,885 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $983,340$893,711
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $21,034$90,174
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,004,374$983,885
I-13 Grants and similar amounts paidPrior year $973,397$821,428
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $21,988$20,184
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $18,110$60,868
I-18 Total expensesPrior year $1,013,495$902,480
I-19 Revenue less expensesPrior year −$9,121$81,405
Part VI · Governance 0 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $983,885 across 6 lines filed
VIII-1d Related organizations$59,568
VIII-1f All other contributions, gifts and grants$834,143
VIII-1h Total contributions, gifts and grants$893,711
VIII-3 Investment incomeExcluded from tax $7,233$7,233
VIII-7 Net gain or loss on sales of assetsExcluded from tax $82,941$82,941
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $90,174$983,885
Part IX · Statement of functional expenses $902,480 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $215,947$215,947
IX-2 Grants to domestic individualsPrograms $605,481$605,481
IX-5 Pay of current officers, directors and key staffManagement $18,750$18,750
IX-10 Payroll taxesManagement $1,434$1,434
IX-11b Legal feesManagement $24,391$24,391
IX-23 InsuranceManagement $1,320$1,320
IX-24 Other expenses (24a–d)Management $35,157$35,157
IX-25 Total functional expensesPrograms $821,428 · Management $81,052 · Fundraising $0$902,480
Part X · Balance sheet $962,839 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $68,864$962,839
X-2 Savings and temporary cash investmentsStart of year $861,332$0
X-9 Prepaid expenses and deferred chargesStart of year −$206$0
X-16 Total assetsStart of year $929,990$962,839
X-17 Accounts payable and accrued expensesStart of year $2,314$250
X-26 Total liabilitiesStart of year $2,314$250
X-32 Total net assets or fund balancesStart of year $927,676$962,589
X-33 Total liabilities and net assetsStart of year $929,990$962,839
Part XI · Reconciliation of net assets $962,589 net assets at year end
XI-1 Total revenue$983,885
XI-2 Total expenses$902,480
XI-3 Revenue less expenses$81,405
XI-4 Net assets at start of year$927,676
XI-5 Net unrealized gains (losses) on investments−$46,492
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$962,589

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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