Imagine Enterprises INC FY2021 filing

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Imagine Enterprises believes all people should be respected and valued for their unique strengths and abilities. We are a texas-based nonprofit devoted to helping people with disabilities find their own particular place in their community so they can live, work, and enjoy life just like everybody else.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
$224K 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
4 of 5
filings with a surplus
Average surplus $182K a year · 1% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$224K
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
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $39
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$712K
59% of total assets
Fine: liabilities are 59% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 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
$11.5M
+5% vs prior year
Spent
$11.5M
To programs
97%
Net assets
$491K
By yearFY2020–FY2024
Revenue
$11.5M
FY2021▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.0M
FY2021$11.5M
FY2022$13.9M
FY2023$15.2M
FY2024$15.4M
Expenses
$11.5M
FY2021▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.8M
FY2021$11.5M
FY2022$13.7M
FY2023$15.1M
FY2024$15.0M
Net assets
$491K
FY2021▼ -53%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$491K
FY2022$665K
FY2023$786K
FY2024$1.2M

From the FY2021 Form 990 · figures checked against the IRS filing · 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 1998.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $11.1M Management & general 3% · $360K Fundraising 0% · $29K

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

11 people listed on the 990; $224K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$75,324Pt VII · Sec A
Co-Chief Operating Officer
$74,263Pt VII · Sec A
Co-Chief Operating Officer
$74,263Pt 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 Chair
$0Pt VII · Sec A

Norine Jaloway-Gill’s $75K as Executive Director is at the 1st percentile of top reported officer pay among 572 $10–100M community 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Norine Jaloway-Gill$74,690$78,962$75,824$75,324$71,424
Sandy Smith$74,001$78,317$74,163$74,263$76,163
Cheryl Harris$71,993$78,153$74,763$74,263$74,263

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 Imagine Enterprises INC executive salaries →

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 15aYes

Programs and updates

Empowers people with disabilities to live, work, and thrive in their communities.

Questions for Imagine Enterprises INC

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2 programs · $11.1M · in their own filed words · FY2021
01

Medicaid-Financial Management Services

As a financial management services agency for two medicaid waivers, the organization provides fiscal agent services that support the person or their guardian to self-direct their budget for services.

$10.4Mprogram expense
02

Social security benefits planning and training through the use of social security work incentives and benefits planning, the west texas work incentive planning and assistance (wipa) project provides guidance for social security beneficiaries with disabilities in north and west texas counties who want to get a job, complete their college…

$743Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$39
Grants paid · 4 grants · $44.1M · 2020–2023
Unitemized GrantFY2023$13,064,513
Unitemized GrantFY2022$12,150,704
Unitemized GrantFY2021$9,849,046
Unitemized GrantFY2020$9,003,530

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$11.5M
Ln 12
Fees for servicesLn 2g$10.8M
Gifts and grantsLn 1h$698K
Money outPt IX
$11.5M
Ln 25
Programscol B$11.1M
Managementcol C$360K
Fundraisingcol D$29K
Owns and owesPt X
$491K
net assets · Ln 32
Cash and savingsLn 1–2$472K
Total assetsLn 16$1.2M
LiabilitiesLn 26$712K
PeoplePt VI, VII
11
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$698K
Government grantsLn 1e$686K
Fees for servicesLn 2g$10.8M
Total revenueLn 12$11.5M
Assets in detailPt X, end of year
CashLn 1$472K
Cash and savings togetherLn 1–2$472K
Pledges and grants receivableLn 3$26K
Accounts receivableLn 4$676K
Prepaid expenses and deferred chargesLn 9$6K
Land, buildings, equipmentLn 10c$17K
Other assetsLn 15$7K
Total assetsLn 16$1.2M
LiabilitiesLn 26$712K
Net assetsLn 32$491K
OperationsPt I, VI
EmployeesI 523
VolunteersI 635
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$348K$472K
Land, buildings, equipmentLn 10c$23K$17K
Total assetsLn 16$1.1M$1.2M
LiabilitiesLn 26$101K$712K
Net assetsLn 32$1.0M$491K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$9.8M$9.8M
Pay of current officers, directors and key staffLn 5$249K$190K$53K$5K
Other salaries and wagesLn 7$796K$620K$159K$18K
Other employee benefitsLn 9$191K$152K$35K$4K
Payroll taxesLn 10$86K$67K$18K$2K
Other fees for servicesLn 11g$136K$81K$55K
Advertising and promotionLn 12$312$312
Office expensesLn 13$64K$53K$12K
TravelLn 17$13K$12K$758
InterestLn 20$44$44
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$74K$66K$7K
Other expenses (24a–d)Ln 24$69K$59K$9K$904
Total functional expensesLn 25$11.5M$11.1M$360K$29K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $15.4M$15.0M$386K$1.2M 990 PDF
FY2023Filed with the IRS Jan 31, 2025 $15.2M$15.1M$121K$786K 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $13.9M$13.7M$174K$665K 990 PDF
FY2021 ViewingFiled with the IRS Nov 12, 2022 $11.5M$11.5M−$10K$491K 990 PDF
FY2020Filed with the IRS Nov 12, 2021 $11.0M$10.8M$242K$1.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $11,528,305 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,082,902$697,619
I-9 Program service revenuePrior year $9,941,436$10,830,686
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $773$0
I-12 Total revenuePrior year $11,025,111$11,528,305
I-13 Grants and similar amounts paidPrior year $9,003,530$9,849,046
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,399,867$1,322,566
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $379,959$367,051
I-18 Total expensesPrior year $10,783,356$11,538,663
I-19 Revenue less expensesPrior year $241,755−$10,358
Part VI · Governance 8 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,528,305 across 5 lines filed
VIII-1e Government grants$686,367
VIII-1f All other contributions, gifts and grants$11,252
VIII-1h Total contributions, gifts and grants$697,619
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,830,686$10,830,686
VIII-12 Total revenueRelated to mission $10,830,686 · Unrelated business $0 · Excluded from tax $0$11,528,305
Part IX · Statement of functional expenses $11,538,663 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $9,849,046$9,849,046
IX-5 Pay of current officers, directors and key staffPrograms $190,468 · Management $53,222 · Fundraising $5,154$248,844
IX-7 Other salaries and wagesPrograms $619,650 · Management $158,892 · Fundraising $17,771$796,313
IX-9 Other employee benefitsPrograms $152,244 · Management $35,120 · Fundraising $3,662$191,026
IX-10 Payroll taxesPrograms $66,902 · Management $17,582 · Fundraising $1,899$86,383
IX-11g Other fees for servicesPrograms $81,242 · Management $54,748$135,990
IX-12 Advertising and promotionManagement $312$312
IX-13 Office expensesPrograms $52,902 · Management $11,597$64,499
IX-17 TravelPrograms $12,074 · Management $758$12,832
IX-20 InterestManagement $44$44
IX-22 Depreciation, depletion and amortizationManagement $11,179$11,179
IX-23 InsurancePrograms $66,380 · Management $7,214$73,594
IX-24 Other expenses (24a–d)Programs $58,670 · Management $9,027 · Fundraising $904$68,601
IX-25 Total functional expensesPrograms $11,149,578 · Management $359,695 · Fundraising $29,390$11,538,663
Part X · Balance sheet $1,203,317 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $347,936$472,058
X-3 Pledges and grants receivableStart of year $759,002$25,853
X-4 Accounts receivable$675,933
X-9 Prepaid expenses and deferred chargesStart of year $4,076$5,661
X-10c Land, buildings and equipment, netStart of year $22,870$16,821
X-15 Other assetsStart of year $2,387$6,991
X-16 Total assetsStart of year $1,136,271$1,203,317
X-17 Accounts payable and accrued expensesStart of year $100,916$712,322
X-26 Total liabilitiesStart of year $100,916$712,322
X-27 Net assets without donor restrictionsStart of year $1,027,485$483,125
X-28 Net assets with donor restrictionsStart of year $7,870$7,870
X-32 Total net assets or fund balancesStart of year $1,035,355$490,995
X-33 Total liabilities and net assetsStart of year $1,136,271$1,203,317
Part XI · Reconciliation of net assets $490,995 net assets at year end
XI-1 Total revenue$11,528,305
XI-2 Total expenses$11,538,663
XI-3 Revenue less expenses−$10,358
XI-4 Net assets at start of year$1,035,355
XI-8 Prior period adjustments−$534,002
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$490,995

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

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