Form 990-EZ for tax year 2025

Totals

Total revenue

$87,822

Total expenses

$120,471

Contributions and grants received

$87,822

Grants paid

— not reported

Program service revenue

— not reported

Membership dues (line 3)

— not reported

Investment income (line 4)

— not reported

Gain or loss on sale of assets (line 5c)

— not reported

Gaming and fundraising events, net (line 6d)

— not reported

Gross profit on inventory sales (line 7c)

— not reported

Other revenue (line 8)

— not reported

Total assets, end of year

$45,954

Total liabilities, end of year

$2,343

Net assets or fund balances, end of year

$43,611

Program service expenses (Part III)

$76,951

Program services were 63.9% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2025

• New Partnerships (Goal: 810): Established 32 partner connections and developed 14 formalized partnerships across Texas. Regional Events (Goal: 4): Successfully executed 3 regional events during the grant period with a fourth scheduled for early 2026. Lender & Service Provider Collaborations (Goal: 2): Secured 2 formal collaborations and new relationships were formed for future potential collaborations. Grant Applications (Goal: 12): Submitted 13 grant applications totaling $600,000. Businesses Reached: Connected with at least 132 businesses through workshops, events, and presentations, with additional unquantified reach generated through earned media in multiple markets. Employee Ownership Conversions: Directly supported 1 Employee Ownership Trust conversion; aware of at least 5 additional conversions (4 ESOPs, 1 worker cooperative). Four conversions are likely in 2026.Communications & Materials: Produced 5 professional outreach and technical materials; participated in a live television segment, multiple reporter interviews, and published op-eds, significantly expanding statewide awareness.

  Expenses $76,951

As filed on the 2025 return.

Listed in Part IV

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990_ez

Tax year

2025

Filed

28 July 2026

IRS schema version

2025v4.1

Source object

202602099349201105

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.