True North Parent Partnership

Tax-deductible

The Woodlands, TX501(c)(3)EducationEIN 82-2087874Revenue $393K in FY2023

On file with the IRStruenorth.school6265 Shadow Bend Pl, 77381-3148 · The Woodlands, TXTax-exempt since Oct 2018Publicly supported — 509(a)(2)

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True North exists to parents, teaching excellence and providing enrichment opportunities in an affordable way, filling the financial gap between public and private schools for self-educating families.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 4 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $14K a year · 5% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$77K
to officers and key staff · 20% of spending
Top officer’s pay lower than 69% of similar orgs
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 7 voting members
Looks good: 4 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$393K
+22% vs prior year
Spent
$377K
To programs
100%
Net assets
$72K
By yearFY2020–FY2023
Revenue
$393K
FY2023▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$222K
FY2021$246K
FY2022$321K
FY2023$393K
Expenses
$377K
FY2023▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2020$228K
FY2021$222K
FY2022$301K
FY2023$377K
Net assets
$72K
FY2023▲ +27%
Tap a bar for its year
Net assets by fiscal year
FY2020$12K
FY2021$36K
FY2022$57K
FY2023$72K

From the FY2023 Form 990 (year ending June 2023) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Oct 2018.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $377K

Form 990 Part IX, line 25. 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; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Director of Education
$39,591Pt VII · Sec A
Executive Director
$37,470Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Jayme Dicker’s $40K as Director of Education is at the 31st percentile of top reported officer pay among 1613 $100K–1M education 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

NameFY2023FY2022FY2021FY2020
Jayme Dicker$39,591$35,280$31,734$35,933
Lisa Palmer$37,470$31,360$28,469$32,695

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports parents with affordable educational excellence and enrichment for self-educating families.

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Provided by the organization

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3 programs · $377K · in their own filed words · FY2022
01

True North was successful in offering the following academic classes (Bible, English, Grammar, Science, History, and Math) as well as the following enrichment classes for nine months to provide a well-rounded, complete education to 80 students: Sign Language 1, Sign Language 2, Spanish 1, Spanish 2, Guitar, Keyboarding, Language of…

$377Kprogram expense
02

True North students supported local elderly communities through field trips to share artwork, cheers, and choir songs to spend time and fellowship with them two times a year.

Pt IX · col B
03

True North picked up trash in the community

Pt IX · col B

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
Total grants receivedfrom 1 funder$16

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$393K
Ln 12
Fees for servicesLn 2g$364K
Other incomeLn 4–11$29K
Money outPt IX
$377K
Ln 25
Programscol B$377K
Owns and owesPt X
$72K
net assets · Ln 32
Cash and savingsLn 1–2$72K
Total assetsLn 16$72K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$364K
Other incomeLn 4–11$29K
Gains on assetsLn 7$0
Total revenueLn 12$393K
Assets in detailPt X, end of year
CashLn 1$72K
SavingsLn 2$0
Cash and savings togetherLn 1–2$72K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$72K
LiabilitiesLn 26$0
Net assetsLn 32$72K
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$57K$72K
InvestmentsLn 11–13$0$0
Total assetsLn 16$57K$72K
LiabilitiesLn 26$0$0
Net assetsLn 32$57K$72K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$77K$77K$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$18K$18K$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$550$550$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$138K$138K$0$0
Advertising and promotionLn 12$9K$9K$0$0
Office expensesLn 13$27K$27K$0$0
Information technologyLn 14$11K$11K$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$52K$52K$0$0
TravelLn 17$16K$16K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$5K$5K$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$256$256$0$0
Other expenses (24a–d)Ln 24$23K$23K$0$0
Total functional expensesLn 25$377K$377K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $393K$377K$16K$72K 990 PDF
FY2022 $321K$301K$20K$57K 990 PDF
FY2021 $246K$222K$24K$36K 990 PDF
FY2020 $222K$228K−$6K$12K 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 FY2023 990 (6 parts)
Part I · Summary $392,816 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $318,729$364,064
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $2,324$28,752
I-12 Total revenuePrior year $321,053$392,816
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 $79,933$95,326
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $220,719$281,952
I-18 Total expensesPrior year $300,652$377,278
I-19 Revenue less expensesPrior year $20,401$15,538
Part VI · Governance 4 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $392,816 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $364,064 · Unrelated business $0 · Excluded from tax $0$364,064
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $14,431$14,431
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,321 · Unrelated business $0 · Excluded from tax $0$14,321
VIII-12 Total revenueRelated to mission $378,385 · Unrelated business $0 · Excluded from tax $14,431$392,816
Part IX · Statement of functional expenses $377,278 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $77,061 · Management $0 · Fundraising $0$77,061
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $18,265 · Management $0 · Fundraising $0$18,265
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $550 · Management $0 · Fundraising $0$550
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $138,119 · Management $0 · Fundraising $0$138,119
IX-12 Advertising and promotionPrograms $9,019 · Management $0 · Fundraising $0$9,019
IX-13 Office expensesPrograms $27,202 · Management $0 · Fundraising $0$27,202
IX-14 Information technologyPrograms $10,659 · Management $0 · Fundraising $0$10,659
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $52,471 · Management $0 · Fundraising $0$52,471
IX-17 TravelPrograms $15,992 · Management $0 · Fundraising $0$15,992
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $4,827 · Management $0 · Fundraising $0$4,827
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $256 · Management $0 · Fundraising $0$256
IX-24 Other expenses (24a–d)Programs $22,857 · Management $0 · Fundraising $0$22,857
IX-25 Total functional expensesPrograms $377,278 · Management $0 · Fundraising $0$377,278
Part X · Balance sheet $72,263 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $56,725$72,263
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $56,725$72,263
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $56,725$72,263
X-33 Total liabilities and net assetsStart of year $56,725$72,263
Part XI · Reconciliation of net assets $72,263 net assets at year end
XI-1 Total revenue$392,816
XI-2 Total expenses$377,278
XI-3 Revenue less expenses$15,538
XI-4 Net assets at start of year$56,725
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$72,263

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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