Totals
- Total revenue
- $419,938
- Total expenses
- $477,255
- Contributions and grants received
- $621,873
- Grants paid
- $409,926
- Program service revenue
- $0
- Investment income
- $5,650
- Other revenue
- -$207,585
- Total assets, end of year
- $971,237
- Total liabilities, end of year
- $429
- Net assets or fund balances, end of year
- $970,808
- Program services expenses (Part IX)
- $409,926
- Management and general expenses
- $67,329
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $409,926
Program services were 85.9% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$45,750
-
1c · Fundraising events
$219,743
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$356,380
-
1g · Noncash contributions included above
$326,620
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $5,650 · excluded $5,650
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: gross income
$302,561
-
8a · Fundraising events: contributions included on line 1c
$219,743
-
8b · Fundraising events: direct expenses
$537,253
-
8c · Net income from fundraising events
total -$234,692 · excluded -$234,692
-
9a · Gaming: gross income
$29,906
-
9c · Net income from gaming
total $29,906 · excluded $29,906
-
10b · Cost of goods sold
$2,799
-
10c · Net income from sales of inventory
total -$2,799 · related or exempt -$2,799
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $409,926 · program services $409,926
-
4 · Benefits paid to or for members
total $0 · program services $0
-
11b · Fees: legal
total $7,523 · management and general $7,523
-
11c · Fees: accounting
total $1,931 · management and general $1,931
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $28,186 · management and general $28,186
-
13 · Office expenses
total $10,921 · management and general $10,921
-
14 · Information technology
total $1,351 · management and general $1,351
-
23 · Insurance
total $4,136 · management and general $4,136
-
24a · Other expenses: STORAGE
total $6,875 · management and general $6,875
-
24b · Other expenses: DMS LOGO ITEMS
total $4,112 · management and general $4,112
-
24c · Other expenses: AWARDS
total $1,199 · management and general $1,199
-
24d · Other expenses: TOY SORTING
total $489 · management and general $489
-
24e · All other expenses
total $606 · program services $0 · management and general $606 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $224,075 · end of year $226,438
-
2 · Savings and temporary cash investments
beginning of year $508,693 · end of year $455,071
-
3 · Pledges and grants receivable
beginning of year $1,956
-
4 · Accounts receivable
end of year $1,575
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$13,276
-
10b · Land, buildings and equipment: accumulated depreciation
$13,276
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $285,742 · end of year $288,153
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $428 · end of year $429
-
31 · Retained earnings, endowment or other funds
beginning of year $1,020,038 · end of year $970,808
Mission and programs · 2023
Mission
THE DALLAS MARGARITA SOCIETY RAISES MONEY IN AN EFFORT TO SUPPORT THE MANY LOCAL CHILDREN'S CHARITIES IN THE NORTH TEXAS COMMUNITY.
Activities or mission (Part I)
DALLAS MARGARITA SOCIETY PROVIDES AT-RISK DALLAS/FORT WORTH METROPLEX CHILDREN WITH GIFTS AT CHRISTMAS TIME AND HELPS COMMUNITY ORGANIZATIONS THAT WORK WITH AT-RISK CHILDREN THROUGHOUT THE YEAR.
-
THE DALLAS MARGARITA SOCIETY (DMS) COLLECTED AND DISTRIBUTED TOYS VALUED AT $40,740 TO DISADVANTAGED KIDS ATTENDING THE LOVE FOR KIDS CHRISTMAS PARTY. THE PARTY, HAVING OVER 3,000 UNDERPRIVILEGED KIDS, IS BY INVITATION ONLY AND GROUPS ARE INVITED THROUGH LOCAL RECREATION CENTERS, SCHOOLS, AND OTHER AGENCIES FROM A MASTER LIST THAT HAS BEEN ACCUMULATED OVER MANY YEARS. CHILDREN BETWEEN THE AGES OF 6-12 ENJOY A DAY OF ENTERTAINMENT, HORSEBACK RIDING, OUTDOOR GAMES, HAY-RIDES, BUBBLE BOUNCE, CARNIVAL GAMES, FOOD AND PRIZES. THE REMAINING TOYS VALUED AT $128,415 WERE DISTRIBUTED TO VARIOUS OTHER ORGANIZATIONS DEDICATED TO HELPING UNDERPRIVILEGED CHILDREN IN TEXAS. DMS DONATED AN ADDITIONAL $6,000 IN CASH TO LOVE FOR KIDS, AN ORGANIZATION WHICH HOSTS OVER 3,000 CHILDREN FROM ALL ETHNIC GROUPS FOR THE LARGEST CHRISTMAS PARTY FOR UNDERPRIVILEGED CHILDREN IN TEXAS.
Expenses $46,740 · Grants $46,740
-
DMS DONATED TOYS VALUED AT $10,465 TO RONALD MCDONALD HOUSE TO SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN. DMS DONATED AN ADDITIONAL $2,500 IN CASH TO RONALD MCDONALD HOUSE.
Expenses $12,965 · Grants $12,965
-
DMS DONATED $8,350 IN CASH AND $3,955 IN TOYS TO THE DALLAS COMMUNITY FELLOWSHIP TO SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE EDUCATION AND WELL-BEING OF CHILDREN.
Expenses $12,305 · Grants $12,305
-
DMS CONTRIBUTES CASH AND TOYS TO NUMEROUS OTHER CHARITIES TO SUPPORT UNDERPRIVILEGED KIDS THROUGHOUT THE YEAR.
Expenses $337,916 · Grants $337,916
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christian Bowers
Executive VP
- Total calculated
- $0
- Hours/week
- 3
-
Danny Everett
President
- Total calculated
- $0
- Hours/week
- 3
-
Parker Edmiston
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Scott Olson
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Aaron Cottle
VP - Golf Tournament
- Total calculated
- $0
- Hours/week
- 1
-
Bill Katz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Woolfolk
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Clayton Waddle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Derrick Chance
VP - Charity
- Total calculated
- $0
- Hours/week
- 1
-
Ernie Schmalzried
Director
- Total calculated
- $0
- Hours/week
- 1
-
Graham Keefe
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jason Gray
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jerry Jones
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jim Schultz
VP - Sponsorship
- Total calculated
- $0
- Hours/week
- 1
-
John Brandon
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Elliott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Earl
VP - Silent Auction
- Total calculated
- $0
- Hours/week
- 1
-
Keith Thomas Sr
Director Start: 02/23
- Total calculated
- $0
- Hours/week
- 1
-
Kelechi Nwaeke
Director Start: 02/23
- Total calculated
- $0
- Hours/week
- 1
-
Kent Montee
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Murray
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Vernone
Director End: 08/23
- Total calculated
- $0
- Hours/week
- 1
-
Miguel Ramirez
VP - Social Fundraising
- Total calculated
- $0
- Hours/week
- 1
-
Mike Hsu
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Walters
VP - Internal Social
- Total calculated
- $0
- Hours/week
- 1
-
Richard Whitman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rob West
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robbie Robinson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Roy Whitfill
VP - Charity Ball
- Total calculated
- $0
- Hours/week
- 1
-
Santos Ramos
Director
- Total calculated
- $0
- Hours/week
- 1
-
Scott Wilks
VP - Public Relations
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Giles
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Witherington
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steve Howard
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim Harrelson
Director
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
-
$10,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$10,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$9,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$8,350
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$6,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$6,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$5,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$5,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
-
$3,000
DISTRIBUTE TOYS TO DISADVANTAGED KIDS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432119349300103
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.