Progress Texas Institute FY2021 filing

Tax-deductible

Dallas, TX501(c)(3)Civil Rights & AdvocacyEIN 61-1639490Revenue $952K in FY2021

On file with the IRSPo Box 132162, 75313-2162 · Dallas, TXTax-exempt since Jan 2012Publicly supported — 509(a)(2)

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The Progress Texas Institute provides research and strategic communications on issues with the ultimate goal of increasing civic engagement.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
2 of 5
filings with a surplus
Average deficit $54K a year · 10% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Named funders
2
named funders · $212K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$952K
-6% vs prior year
Spent
$967K
To programs
58%
Net assets
$0
By yearFY2020–FY2024
Revenue
$952K
FY2021▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$952K
FY2022$158K
FY2023$393K
FY2024$259K
Expenses
$967K
FY2021▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$901K
FY2021$967K
FY2022$475K
FY2023$273K
FY2024$423K
Net assets
$0
FY2021▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2020$557K
FY2021$0
FY2022$0
FY2023$264K
FY2024$101K

From the FY2021 Form 990 · see the original

Form 990 (PDF) Claim
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 Jan 2012.

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

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $557K Management & general 42% · $405K Fundraising 1% · $5K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Executive Dir.
$0Pt VII · Sec A

Kathleen Thompson’s $110K as Executive Director is at the 81st percentile of top reported officer pay among 1031 $100K–1M civil rights & advocacy 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2020
Kathleen Thompson$110,426$109,244——
Edward Espinoza——$63,808$109,324
Brett Isaacs——$52,067—

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.

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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 15aNo

Programs and updates

Researches and communicates to boost civic engagement.

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Provided by the organization

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2 programs · $557K · in their own filed words · FY2021
01

The Angry Tias and Abuelas mission is to provide basic necessities for health and safety and support for human dignity and justice to individuals and families seeking asylum at our borders and as they embark on their journeys to designated destinations in the US.

$355Kprogram expense
02

Progress Texas Institute provides ongoing research services, as well as counsel to table partners of effective strategies for working with media and the press.

$202Kprogram 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 · FY2024
Total grants receivedfrom 2 funders$212K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$952K
Ln 12
Gifts and grantsLn 1h$873K
Other incomeLn 4–11$80K
Money outPt IX
$967K
Ln 25
Programscol B$557K
Managementcol C$405K
Fundraisingcol D$5K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$873K
Other incomeLn 4–11$80K
Total revenueLn 12$952K
Assets in detailPt X, end of year
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 511
VolunteersI 65
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
Total assetsLn 16$560K$0
LiabilitiesLn 26$3K$0
Net assetsLn 32$557K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of disqualified personsLn 6$110K$44K$66K$0
Other salaries and wagesLn 7$289K$116K$174K$0
Other employee benefitsLn 9$20K$8K$12K$0
Payroll taxesLn 10$32K$0$32K$0
Legal feesLn 11b$43K$43K$0$0
Accounting feesLn 11c$2K$0$2K$0
Other fees for servicesLn 11g$12K$12K$0$0
OccupancyLn 16$35K$2K$32K$0
Conferences, conventions and meetingsLn 19$4K$788$3K$0
Other expenses (24a–d)Ln 24$107K$107K$18$30
All other expensesLn 24e$312K$224K$83K$5K
Total functional expensesLn 25$967K$557K$405K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $259K$423K−$164K$101K 990 PDF
FY2023 $393K$273K$120K$264K 990 PDF
FY2022 $158K$475K−$317K$0 990 PDF
FY2021 Viewing $952K$967K−$14K$0 990 PDF
FY2020 $1.0M$901K$107K$557K 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 $952,190 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $928,524$872,590
I-9 Program service revenue$0
I-10 Investment incomePrior year $24$0
I-11 Other revenuePrior year $79,600$79,600
I-12 Total revenuePrior year $1,008,148$952,190
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $359,038$452,442
I-16a Professional fundraising feesPrior year $989$0
I-17 Other expensesPrior year $541,218$514,153
I-18 Total expensesPrior year $901,245$966,595
I-19 Revenue less expensesPrior year $106,903−$14,405
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $952,190 across 4 lines filed
VIII-1f All other contributions, gifts and grants$872,590
VIII-1h Total contributions, gifts and grants$872,590
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $79,600 · Unrelated business $0 · Excluded from tax $0$79,600
VIII-12 Total revenueRelated to mission $79,600 · Unrelated business $0 · Excluded from tax $0$952,190
Part IX · Statement of functional expenses $966,595 across 11 lines filed
IX-6 Pay of disqualified personsPrograms $44,050 · Management $66,074 · Fundraising $0$110,124
IX-7 Other salaries and wagesPrograms $115,748 · Management $173,622 · Fundraising $0$289,370
IX-9 Other employee benefitsPrograms $8,185 · Management $12,278 · Fundraising $0$20,463
IX-10 Payroll taxesPrograms $0 · Management $32,485 · Fundraising $0$32,485
IX-11b Legal feesPrograms $42,795 · Management $0 · Fundraising $0$42,795
IX-11c Accounting feesPrograms $0 · Management $2,200 · Fundraising $0$2,200
IX-11g Other fees for servicesPrograms $11,500 · Management $0 · Fundraising $0$11,500
IX-16 OccupancyPrograms $2,463 · Management $32,202 · Fundraising $0$34,665
IX-19 Conferences, conventions and meetingsPrograms $788 · Management $3,098 · Fundraising $0$3,886
IX-24 Other expenses (24a–d)Programs $106,706 · Management $18 · Fundraising $30$106,754
IX-24e All other expensesPrograms $224,385 · Management $83,147 · Fundraising $4,821$312,353
IX-25 Total functional expensesPrograms $556,620 · Management $405,124 · Fundraising $4,851$966,595
Part X · Balance sheet $0 assets, 4 lines filed
X-16 Total assetsStart of year $559,820$0
X-26 Total liabilitiesStart of year $2,915$0
X-32 Total net assets or fund balancesStart of year $556,905$0
X-33 Total liabilities and net assetsStart of year $559,820$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$952,190
XI-2 Total expenses$966,595
XI-3 Revenue less expenses−$14,405
XI-4 Net assets at start of year$556,905
XI-10 Net assets at end of year$0

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

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