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Opportunity Resource Services INC FY2020 filing

Tax-deductible

Cleburne, TX501(c)(3)Youth Development EIN 27-3827740Revenue $1.3M in FY2020

On file with the IRSorstx.org214 S Ridgeway Dr, 76033-4614 · Cleburne, TXTax-exempt since Dec 2013Publicly supported charity — 170(b)(1)(A)(vi)

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Disrupt generational proverty in TX by empowering vulnerable teens & adults-especially 1st generation college students,low-income persons,& those involved with the crimminal justice system-to attain higher ed. degrees of value,secure gainful employment,& achieve social mobility.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$150K 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

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $11K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$150K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13K
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$1.3M
To programs
99%
Net assets
$6K
By yearFY2020–FY2025
Revenue
$1.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$2.0M
FY2023$2.5M
FY2024$2.7M
FY2025$2.6M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$2.0M
FY2023$2.5M
FY2024$2.6M
FY2025$2.6M
Net assets
$6K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6K
FY2021$22K
FY2022$32K
FY2023$52K
FY2024$99K
FY2025$81K

From the FY2020 Form 990 (year ending August 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2013.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $1.3M Management & general 1% · $12K

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

8 people listed on the 990; $150K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$74,942Pt VII · Sec A
James Jesse
Vice President
$74,710Pt VII · Sec A
Kelly Shearrer
Secretary and Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Jason Norman
Director
$0Pt VII · Sec A
Eric Valdez
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Tara Bertram
Director
$0Pt VII · Sec A

Dustin Phillips’s $121K as President is at the 45th percentile of top reported officer pay among 1552 $1–10M youth development 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2020
Dustin Phillips$120,848$106,243$109,713$81,648$74,942
James Jesse————$74,710

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 Opportunity Resource Services INC 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering vulnerable Texans to achieve higher education and secure good jobs, breaking cycles of poverty.

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Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2019
01

Upward Bound is a federal grant program funded by the Department of Education that provides fundamental support to participants in their preparation for college entrance. The program provides opportunities for participants to succeed in their precollege performance and ultimately in their higher education pursuits.In 2019 and 2020, we…

$509Kprogram expense
02

Upward Bound Math & Science is a federal grant program funded by the Department of Education designed to strengthen the math and science skills of participating students. The goal of the program is to help students recognize and develop their potential to excel in math and science and to encourage them to pursue postsecondary degrees in…

$495Kprogram expense
03

The Educational Opportunity Center (EOC) is a program funded by the U.S. Department of Education, that provides counseling and application assistance to any qualified participants interested in pursuing higher education.

$264Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
Swalwell-Connor Family Foundation INCFY2025$12K
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Money outPt IX
$1.3M
Ln 25
Programscol B$1.3M
Managementcol C$12K
Owns and owesPt X
$6K
net assets · Ln 32
Cash and savingsLn 1–2$18K
Total assetsLn 16$19K
LiabilitiesLn 26$13K
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.3M
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$18K
Cash and savings togetherLn 1–2$18K
Total assetsLn 16$19K
LiabilitiesLn 26$13K
Net assetsLn 32$6K
OperationsPt I, VI
EmployeesI 585
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$35K$18K
Total assetsLn 16$117K$19K
LiabilitiesLn 26$103K$13K
Net assetsLn 32$14K$6K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$695K$691K$4K
Payroll taxesLn 10$49K$48K$266
Office expensesLn 13$2K$2K
Information technologyLn 14$66K$66K$65
OccupancyLn 16$45K$45K$19
TravelLn 17$68K$67K$90
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$293K$292K$515
All other expensesLn 24e$49K$42K$7K
Total functional expensesLn 25$1.3M$1.3M$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.6M$2.6M−$18K$81K 990 PDF
FY2024 $2.7M$2.6M$47K$99K 990 PDF
FY2023 $2.5M$2.5M$20K$52K 990 PDF
FY2022 $2.0M$2.0M$9K$32K 990 PDF
FY2021 $1.6M$1.6M$16K$22K 990 PDF
FY2020 Viewing $1.3M$1.3M−$8K$6K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,272,104 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,536,100$1,272,104
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $1,536,100$1,272,104
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $753,688$743,641
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $793,078$536,878
I-18 Total expensesPrior year $1,546,766$1,280,519
I-19 Revenue less expensesPrior year −$10,666−$8,415
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,272,104 across 4 lines filed
VIII-1e Government grants$1,268,268
VIII-1f All other contributions, gifts and grants$3,836
VIII-1h Total contributions, gifts and grants$1,272,104
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$1,272,104
Part IX · Statement of functional expenses $1,280,519 across 9 lines filed
IX-7 Other salaries and wagesPrograms $691,064 · Management $3,843$694,907
IX-10 Payroll taxesPrograms $48,468 · Management $266$48,734
IX-13 Office expensesPrograms $1,575$1,575
IX-14 Information technologyPrograms $65,746 · Management $65$65,811
IX-16 OccupancyPrograms $45,063 · Management $19$45,082
IX-17 TravelPrograms $67,481 · Management $90$67,571
IX-23 InsurancePrograms $15,262$15,262
IX-24 Other expenses (24a–d)Programs $292,406 · Management $515$292,921
IX-24e All other expensesPrograms $41,631 · Management $7,025$48,656
IX-25 Total functional expensesPrograms $1,268,696 · Management $11,823 · Fundraising $0$1,280,519
Part X · Balance sheet $18,968 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $34,598$17,569
X-9 Prepaid expenses and deferred chargesStart of year $759$1,399
X-16 Total assetsStart of year $117,466$18,968
X-17 Accounts payable and accrued expensesStart of year $85,570$5,051
X-19 Deferred revenueStart of year $12,601$3,109
X-25 Other liabilitiesStart of year $4,988$4,916
X-26 Total liabilitiesStart of year $103,159$13,076
X-32 Total net assets or fund balancesStart of year $14,307$5,892
X-33 Total liabilities and net assetsStart of year $117,466$18,968
Part XI · Reconciliation of net assets $5,892 net assets at year end
XI-1 Total revenue$1,272,104
XI-2 Total expenses$1,280,519
XI-3 Revenue less expenses−$8,415
XI-4 Net assets at start of year$14,307
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,892

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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