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Nonprofiteer
← TRANSFORMATION WACO

Form 990 for tax year 2022

Filed by TRANSFORMATION WACO.

Totals

Total revenue
$493,163
Total expenses
$436,352
Contributions and grants received
$492,899
Grants paid
$0
Program service revenue
$0
Investment income
$264
Other revenue
$0
Total assets, end of year
$78,087
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$78,087
Program services expenses (Part IX)
$164,902
Management and general expenses
$271,450
Fundraising expenses
$0
Program service expenses (Part III)
$164,902

Program services were 37.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $317,073

  • 1f · All other contributions, gifts and grants

    $175,826

  • 3 · Investment income

    total $264 · excluded $264

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $140,849 · management and general $140,849

  • 7 · Other salaries and wages

    total $68,366 · management and general $68,366

  • 9 · Other employee benefits

    total $27,737 · management and general $27,737

  • 10 · Payroll taxes

    total $5,486 · management and general $5,486

  • 11c · Fees: accounting

    total $5,933 · management and general $5,933

  • 13 · Office expenses

    total $1,260 · management and general $1,260

  • 18 · Travel or entertainment for public officials

    total $9,188 · management and general $9,188

  • 23 · Insurance

    total $4,669 · management and general $4,669

  • 24a · Other expenses: INSPIRACION PROGRAM

    total $117,227 · program services $117,227

  • 24b · Other expenses: BROOK AVENUE ELEMENTARY

    total $21,145 · program services $21,145

  • 24c · Other expenses: MIDDLE SCHOOL CONSOLIDA

    total $14,592 · program services $14,592

  • 24d · Other expenses: AFTER-SCHOOL PROGRAM

    total $8,542 · program services $8,542

  • 24e · All other expenses

    total $11,358 · program services $3,396 · management and general $7,962

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,276 · end of year $78,087

  • 27 · Net assets without donor restrictions

    beginning of year $21,276 · end of year $78,087

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO IMPROVE AND SUPPORT FIVE STRUGGLING ELEMENTARY AND MIDDLE CAMPUSES IN WACO,TEXAS IN DANGER OF CLOSURE.

  • TRANSFORMATION WACO IS A NONPROFIT,IN-DISTRICT PARTNERSHIP MANAGING AND OPERATING FIVE SCHOOLS IN WACO ISD. EACH OF THE FIVE TRANSFORMATION WACO SCHOOLS(ALTA VISTA,BROOK AVENUE,G.W. CARVER, INDIAN SPRING AND J.H.HINES) USES ITS OWN FLEXIBILITIES AND RESOURCES TO DRAMATICALLY IMPROVE OUTCOMES FOR STUDENTS.WE ENVISION TEAMS OF EMPOWERED EDUCATORS WORKING IN PARTNERSHIP WITH FAMILIES AND THE COMMUNITY TO PREPARE EVERY STUDENT FOR SUCCESS IN COLLEGE,CAREER AND LIFE.OUR MISSION IS ENSURING EQUITY FOR ALL OF OUR STUDENTS THROUGH ACCESS TO HIGH QUALITY GRADE-LEVEL CURRICULUM AND INSTRUCTION.TRANSFORMATION WACO SERVES 2400 STUDENTS REPRESENTING THE FOLLOWING DEMOGRAPHICS:HISPANIC 51%,AFRICAN AMERICAN 41%. WHITE 5%, PACIFIC ISLANDER,ASIAN & TWO OR MORE RACES 2%97% OF THE STUDENTS ARE IDENTIFIED AS LOW SOCIOECONOMIC.

    Expenses $164,902

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Malcolm Duncan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Christy Perkins

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Dr Stephen Reid

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Dr Lliana Neumann

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Hazel Rowe

    INTERIM BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Melli Wickliff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Mary Fisher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Robin McDurham

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $165,071
    From this org
    $140,849
    From related orgs
    $0
    Other
    $24,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,849
    Bonus
    $0
    Other
    $0
    Deferred
    $11,552
    Nontaxable benefits
    $12,670
    Filer's total
    $165,071

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS BASED ON THE SALARY LEVELS OF COMPARABLE POSITIONS WITHIN THE WACO INDEPENDENT SCHOOL DISTRICT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
5 February 2024
IRS schema version
2022v5.0
Source object
202420549349300022

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