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Forming Lives INC FY2020 filing

Tax-deductible

Norman, OK501(c)(3)Education EIN 81-4098920Revenue $469K in FY2020

On file with the IRSforminglives.com/contact-us.htm3750 W Main St Ste Aa, 73072-4645 · Norman, OKTax-exempt since Jul 2017Publicly supported charity — 170(b)(1)(A)(vi)

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To build sustainable, nationally owned school projects around the world aimed at empowering children today, so they may overcome obstacles tomorrow.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
3 of 5
filings with a surplus
Average deficit $22K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$469K
Spent
$337K
To programs
76%
Net assets
$293K
By yearFY2020–FY2024
Revenue
$469K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$469K
FY2021$640K
FY2022$1.2M
FY2023$382K
FY2024$73K
Expenses
$337K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$337K
FY2021$863K
FY2022$1.1M
FY2023$529K
FY2024$43K
Net assets
$293K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$293K
FY2021$70K
FY2022$168K
FY2023$12K
FY2024$18K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 Jul 2017.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $257K Management & general 24% · $80K Fundraising 0% · $200

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

4 people listed on the 990.

Part VII, Section A · reportable compensation
Paul Brewer
Director, Vi
$0Pt VII · Sec A
Joske Malloy
Director
$0Pt VII · Sec A
Joe Marshall
Director, Tr
$0Pt VII · Sec A
Rod Polston
Director, Ch
$0Pt VII · Sec A
See Forming Lives 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 15aNo

Programs and updates

Builds sustainable, nationally owned schools worldwide to empower children for a better future.

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Provided by the organization

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1 program · $252K · in their own filed words · FY2020
01

Promoting social emotional learning that empowers today's children to overcome tomorrow's obstacles.

$252Kprogram 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 · FY2020
Frank K Webb Charitable Trust 480006004FY2020$15K
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$469K
Ln 12
Gifts and grantsLn 1h$262K
Fees for servicesLn 2g$207K
Money outPt IX
$337K
Ln 25
Programscol B$257K
Managementcol C$80K
Fundraisingcol D$200
Owns and owesPt X
$293K
net assets · Ln 32
Cash and savingsLn 1–2$289K
Total assetsLn 16$302K
LiabilitiesLn 26$9K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$262K
Fees for servicesLn 2g$207K
Total revenueLn 12$469K
Assets in detailPt X, end of year
CashLn 1$289K
SavingsLn 2$1
Cash and savings togetherLn 1–2$289K
Land, buildings, equipmentLn 10c$13K
Total assetsLn 16$302K
LiabilitiesLn 26$9K
Net assetsLn 32$293K
OperationsPt I, VI
EmployeesI 58
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 FY20End FY20
Cash and savingsLn 1–2$156K$289K
Land, buildings, equipmentLn 10c$18K$13K
Total assetsLn 16$174K$302K
LiabilitiesLn 26$13K$9K
Net assetsLn 32$161K$293K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Payroll taxesLn 10$12K$12K
Investment management feesLn 11f$55K$55K
Other fees for servicesLn 11g$139K$127K$12K$200
Advertising and promotionLn 12$64K$62K$2K
Office expensesLn 13$9K$7K$1K
Information technologyLn 14$6K$2K$4K
OccupancyLn 16$33K$30K$3K
TravelLn 17$4K$4K$40
InterestLn 20$508$508
Depreciation, depletion and amortizationLn 22$5K$5K
Other expenses (24a–d)Ln 24$10K$8K$3K
Total functional expensesLn 25$337K$257K$80K$200

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $73K$43K$30K$18K 990 PDF
FY2023 $382K$529K−$147K$12K 990 PDF
FY2022 $1.2M$1.1M$98K$168K 990 PDF
FY2021 $640K$863K−$223K$70K 990 PDF
FY2020 Viewing $469K$337K$132K$293K 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 $469,154 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $369,803$262,453
I-9 Program service revenuePrior year $9$206,701
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $369,812$469,154
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$12,034
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $228,174$325,007
I-18 Total expensesPrior year $228,174$337,041
I-19 Revenue less expensesPrior year $141,638$132,113
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $469,154 across 5 lines filed
VIII-1d Related organizations$110,678
VIII-1f All other contributions, gifts and grants$151,775
VIII-1h Total contributions, gifts and grants$262,453
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $206,701$206,701
VIII-12 Total revenueRelated to mission $206,701$469,154
Part IX · Statement of functional expenses $337,041 across 11 lines filed
IX-10 Payroll taxesPrograms $12,034$12,034
IX-11f Investment management feesManagement $54,999$54,999
IX-11g Other fees for servicesPrograms $126,927 · Management $11,890 · Fundraising $200$139,017
IX-12 Advertising and promotionPrograms $61,531 · Management $2,094$63,625
IX-13 Office expensesPrograms $7,487 · Management $1,018$8,505
IX-14 Information technologyPrograms $2,361 · Management $3,784$6,145
IX-16 OccupancyPrograms $30,226 · Management $2,700$32,926
IX-17 TravelPrograms $3,784 · Management $40$3,824
IX-20 InterestManagement $508$508
IX-22 Depreciation, depletion and amortizationPrograms $5,054$5,054
IX-24 Other expenses (24a–d)Programs $7,733 · Management $2,671$10,404
IX-25 Total functional expensesPrograms $257,137 · Management $79,704 · Fundraising $200$337,041
Part X · Balance sheet $302,393 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $101,321$289,270
X-2 Savings and temporary cash investmentsStart of year $55,000$1
X-3 Pledges and grants receivable$349
X-10c Land, buildings and equipment, netStart of year $18,104$12,773
X-16 Total assetsStart of year $174,425$302,393
X-17 Accounts payable and accrued expenses$1,024
X-24 Unsecured notes and loans payableStart of year $13,019$8,127
X-26 Total liabilitiesStart of year $13,019$9,151
X-27 Net assets without donor restrictionsStart of year $161,406$293,242
X-32 Total net assets or fund balancesStart of year $161,406$293,242
X-33 Total liabilities and net assetsStart of year $174,425$302,393
Part XI · Reconciliation of net assets $293,242 net assets at year end
XI-1 Total revenue$469,154
XI-2 Total expenses$337,041
XI-3 Revenue less expenses$132,113
XI-4 Net assets at start of year$161,406
XI-9 Other changes in net assets−$277
XI-10 Net assets at end of year$293,242

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

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