Houston a Challenge FY2021 filing

Houston, TXUnknown exempt organization EIN 76-0513493Revenue $770K in FY2021

On file with the IRShoustonaplus.org2700 Southwest Freeway · Houston, TX

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A+ drives improvement in Houston-area schools in two ways. Strengthen: Advancing best practices by advising, coaching and professional development with teachers, school leaders and districts; and Connect: Convening people around challenges and transformative ideas in education.

65¢ of each $1 spent went to programs.
$533K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 3
filings with a surplus
Average deficit $174K a year · 21% of revenue · last 3 filings
Concern: a surplus in 0 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$533K
to officers and key staff · 53% of spending
Concern: pay to officers and key staff is 53% of spending; over 30%.
Pt VII · Sec A
20 mo
of spending, in cash
Looks good: 20.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $216K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$176K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
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
$770K
-14% vs prior year
Spent
$1.0M
To programs
65%
Net assets
$1.6M
By yearFY2020–FY2022
Revenue
$770K
FY2021▼ -14%
Tap a bar for its year
Revenue by fiscal year
FY2020$892K
FY2021$770K
FY2022$867K
FY2022$142K
Expenses
$1.0M
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.0M
FY2022$928K
FY2022$344K
Net assets
$1.6M
FY2021▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$1.6M
FY2022$1.6M
FY2022$0

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $652K Management & general 28% · $285K Fundraising 6% · $64K

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

13 people listed on the 990; $533K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$210,949Pt VII · Sec A
$109,098Pt VII · Sec A
$106,598Pt VII · Sec A
$106,211Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2022FY2022FY2021FY2020
Tom Monaghan—$204,426$210,949$199,215
Thomas Monaghan$189,045———
Erica Milson—$103,301$109,098—
Jennifer Mascheck—$103,302$106,598$101,030
James Dirden——$106,211—
James Dirdent—$103,668——

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 15aYes

Programs and updates

Improves Houston schools by coaching educators and connecting people around educational ideas.

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Provided by the organization

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2 programs · $652K · in their own filed words · FY2020
01

Strengthen

Advancing best practices through advising, coaching and professional development- Houston A+ works with public schools to strengthen instruction and leadership through consulting, on-campus coaching, leadership academies, professional development workshops, and more.

$620Kprogram expense
02

Connect

Convening people around current challenges and transformative ideas - Houston A+ convenes educators and thought leaders to learn from peers and experts through a wide array of publications and events, fostering critical conversations about public education's needs, goals, trends, and achievements.

$32Kprogram 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 · FY2023
New Schools FundFY2023$215K
Total grants receivedfrom 3 funders$216K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$770K
Ln 12
Fees for servicesLn 2g$556K
Gifts and grantsLn 1h$214K
Investment incomeLn 3$598
Money outPt IX
$1.0M
Ln 25
Programscol B$652K
Managementcol C$285K
Fundraisingcol D$64K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$1.8M
LiabilitiesLn 26$176K
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$214K
Government grantsLn 1e$138K
Fees for servicesLn 2g$556K
Investment incomeLn 3$598
Total revenueLn 12$770K
Assets in detailPt X, end of year
CashLn 1$592K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$1.8M
LiabilitiesLn 26$176K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 59
VolunteersI 612
Fiscal year endsHeaderJune
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$2.0M$1.7M
Land, buildings, equipmentLn 10c$108$0
Total assetsLn 16$2.1M$1.8M
LiabilitiesLn 26$192K$176K
Net assetsLn 32$1.9M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$223K$112K$112K
Other salaries and wagesLn 7$531K$406K$81K$44K
Pension plan contributionsLn 8$44K$38K$3K$4K
Other employee benefitsLn 9$23K$16K$6K$1K
Payroll taxesLn 10$69K$53K$11K$5K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$18K$18K
Office expensesLn 13$25K$8K$14K$2K
Information technologyLn 14$9K$4K$5K$1K
OccupancyLn 16$26K$10K$13K$3K
Conferences, conventions and meetingsLn 19$4K$1K$436$2K
Depreciation, depletion and amortizationLn 22$108$108
InsuranceLn 23$12K$3K$8K$942
Other expenses (24a–d)Ln 24$1K$601$707$78
Total functional expensesLn 25$1.0M$652K$285K$64K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 $867K$928K−$62K$1.6M 990 PDF
FY2021 Viewing $770K$1.0M−$230K$1.6M 990 PDF
FY2020 $892K$1.1M−$231K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $770,461 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $26,655$214,118
I-9 Program service revenuePrior year $849,458$555,745
I-10 Investment incomePrior year $16,364$598
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $892,477$770,461
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $935,535$890,238
I-16a Professional fundraising feesPrior year $23,150$0
I-17 Other expensesPrior year $165,268$110,214
I-18 Total expensesPrior year $1,123,953$1,000,452
I-19 Revenue less expensesPrior year −$231,476−$229,991
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
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 $770,461 across 6 lines filed
VIII-1e Government grants$138,092
VIII-1f All other contributions, gifts and grants$76,026
VIII-1h Total contributions, gifts and grants$214,118
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $555,745$555,745
VIII-3 Investment incomeExcluded from tax $598$598
VIII-12 Total revenueRelated to mission $555,745 · Unrelated business $0 · Excluded from tax $598$770,461
Part IX · Statement of functional expenses $1,000,452 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $111,723 · Management $111,722$223,445
IX-7 Other salaries and wagesPrograms $405,939 · Management $81,039 · Fundraising $43,676$530,654
IX-8 Pension plan contributionsPrograms $37,911 · Management $2,759 · Fundraising $3,669$44,339
IX-9 Other employee benefitsPrograms $16,123 · Management $5,528 · Fundraising $1,382$23,033
IX-10 Payroll taxesPrograms $52,950 · Management $11,003 · Fundraising $4,814$68,767
IX-11c Accounting feesManagement $13,969$13,969
IX-11g Other fees for servicesManagement $18,113$18,113
IX-13 Office expensesPrograms $8,168 · Management $14,317 · Fundraising $2,440$24,925
IX-14 Information technologyPrograms $3,682 · Management $4,627 · Fundraising $1,134$9,443
IX-16 OccupancyPrograms $10,181 · Management $12,927 · Fundraising $3,166$26,274
IX-19 Conferences, conventions and meetingsPrograms $1,335 · Management $436 · Fundraising $2,500$4,271
IX-22 Depreciation, depletion and amortizationPrograms $108$108
IX-23 InsurancePrograms $3,063 · Management $7,720 · Fundraising $942$11,725
IX-24 Other expenses (24a–d)Programs $601 · Management $707 · Fundraising $78$1,386
IX-25 Total functional expensesPrograms $651,784 · Management $284,867 · Fundraising $63,801$1,000,452
Part X · Balance sheet $1,805,827 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $888,227$591,855
X-2 Savings and temporary cash investmentsStart of year $1,104,061$1,103,859
X-3 Pledges and grants receivable$25,000
X-4 Accounts receivableStart of year $55,001$82,292
X-9 Prepaid expenses and deferred chargesStart of year $1,322$2,821
X-10c Land, buildings and equipment, netStart of year $108$0
X-15 Other assetsStart of year $3,607$0
X-16 Total assetsStart of year $2,052,326$1,805,827
X-17 Accounts payable and accrued expensesStart of year $45,253$40,866
X-25 Other liabilitiesStart of year $147,091$134,970
X-26 Total liabilitiesStart of year $192,344$175,836
X-27 Net assets without donor restrictionsStart of year $1,859,982$1,579,991
X-28 Net assets with donor restrictions$50,000
X-32 Total net assets or fund balancesStart of year $1,859,982$1,629,991
X-33 Total liabilities and net assetsStart of year $2,052,326$1,805,827
Part XI · Reconciliation of net assets $1,629,991 net assets at year end
XI-1 Total revenue$770,461
XI-2 Total expenses$1,000,452
XI-3 Revenue less expenses−$229,991
XI-4 Net assets at start of year$1,859,982
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,629,991

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

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