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Nonprofiteer
← WOODALL RODGERS PARK FOUNDATION

Form 990 for tax year 2023

Filed by WOODALL RODGERS PARK FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 15 April 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$8,179,627 changed to $2,430,592
Total expenses
$6,935,030 changed to $2,919,952
Contributions and grants received
$5,015,762 changed to $1,044,260
Program service revenue
$3,039,028 changed to $1,255,611
Investment income
$288,589 changed to $123,198
Other revenue
-$163,752 changed to $7,523
Total assets, end of year
$82,617,058 changed to $81,344,875
Total liabilities, end of year
$6,405,497 changed to $4,978,313
Net assets or fund balances, end of year
$76,211,561 changed to $76,366,562
Program services expenses
$4,515,101 changed to $1,777,351
Management and general expenses
$1,407,246 changed to $585,662
Fundraising expenses
$1,012,683 changed to $556,939
Program service expenses (Part III)
$4,515,101 changed to $1,777,351

Listed only on the earlier return

  • Myrna Schlegal
  • Sarah Stewart
  • Tricia Linderman

Listed only on the later return

  • Myrna Schlegel

Totals

Total revenue
$8,179,627
Total expenses
$6,935,030
Contributions and grants received
$5,015,762
Grants paid
$0
Program service revenue
$3,039,028
Investment income
$288,589
Other revenue
-$163,752
Total assets, end of year
$82,617,058
Total liabilities, end of year
$6,405,497
Net assets or fund balances, end of year
$76,211,561
Program services expenses (Part IX)
$4,515,101
Management and general expenses
$1,407,246
Fundraising expenses
$1,012,683
Program service expenses (Part III)
$4,515,101

Program services were 65.1% 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.

  • 1b · Membership dues

    $700,033

  • 1c · Fundraising events

    $745,214

  • 1e · Government grants (contributions)

    $35,000

  • 1f · All other contributions, gifts and grants

    $3,535,515

  • 1g · Noncash contributions included above

    $54,471

  • 2a · Program service revenue: EVENT REVENUE

    total $449,591 · related or exempt $449,591

  • 2b · Program service revenue: TRUCK SALES & RENT INCOME

    total $1,044,071 · related or exempt $1,044,071

  • 2c · Program service revenue: TAX ASSESSMENT REVENUE

    total $1,545,366 · related or exempt $1,545,366

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $294,060 · excluded $294,060

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $15,609,862

  • 7b · Less cost or other basis and sales expenses

    securities $15,615,333

  • 7c · Gain or loss

    securities -$5,471 · other assets $0

  • 7d · Net gain or loss

    total -$5,471 · excluded -$5,471

  • 8a · Fundraising events: gross income

    $225,005

  • 8a · Fundraising events: contributions included on line 1c

    $745,214

  • 8b · Fundraising events: direct expenses

    $398,186

  • 8c · Net income from fundraising events

    total -$173,181 · excluded -$173,181

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $9,429 · excluded $9,429

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $9,429

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,110,928 · program services $444,371 · management and general $355,497 · fundraising $311,060

  • 7 · Other salaries and wages

    total $1,138,648 · program services $704,689 · management and general $276,958 · fundraising $157,001

  • 8 · Pension plan contributions

    total $57,793 · program services $35,588 · management and general $14,120 · fundraising $8,085

  • 9 · Other employee benefits

    total $144,984 · program services $82,437 · management and general $37,822 · fundraising $24,725

  • 10 · Payroll taxes

    total $130,345 · program services $67,347 · management and general $36,376 · fundraising $26,622

  • 11b · Fees: legal

    total $6,632 · management and general $6,632

  • 11c · Fees: accounting

    total $114,117 · management and general $114,117

  • 11f · Fees: investment management

    total $54,310 · management and general $54,310

  • 11g · Fees: other

    total $430,770 · program services $354,127 · management and general $69,884 · fundraising $6,759

  • 12 · Advertising and promotion

    total $287,328 · program services $104,811 · management and general $126,331 · fundraising $56,186

  • 13 · Office expenses

    total $337,108 · program services $245,775 · fundraising $91,333

  • 14 · Information technology

    total $157,443 · program services $109,903 · management and general $18,109 · fundraising $29,431

  • 16 · Occupancy

    total $238,403 · program services $185,462 · management and general $22,639 · fundraising $30,302

  • 19 · Conferences, conventions and meetings

    total $138,164 · program services $13,506 · management and general $58,305 · fundraising $66,353

  • 20 · Interest

    total $271,815 · program services $271,815

  • 22 · Depreciation, depletion and amortization

    total $764,121 · program services $487,582 · management and general $118,257 · fundraising $158,282

  • 23 · Insurance

    total $216,567 · program services $138,191 · management and general $33,516 · fundraising $44,860

  • 24a · Other expenses: SANITATION & MAINTENANCE

    total $896,640 · program services $896,640

  • 24b · Other expenses: SECURITY

    total $367,670 · program services $367,670

  • 24c · Other expenses: PARKING FEES

    total $70,874 · program services $5,187 · management and general $64,003 · fundraising $1,684

  • 24d · Other expenses: PID ADMINISTRATION

    total $370 · management and general $370

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,000 · end of year $234,371

  • 2 · Savings and temporary cash investments

    beginning of year $2,889,651 · end of year $226,322

  • 3 · Pledges and grants receivable

    beginning of year $5,635,470 · end of year $4,770,638

  • 4 · Accounts receivable

    beginning of year $1,902,908 · end of year $2,019,491

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,508 · end of year $39,191

  • 10a · Land, buildings and equipment: cost or other basis

    $933,212

  • 10b · Land, buildings and equipment: accumulated depreciation

    $641,503

  • 10c · Land, buildings and equipment, net

    beginning of year $300,993 · end of year $291,709

  • 11 · Investments: publicly traded securities

    beginning of year $11,991,124 · end of year $13,432,541

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $60,672,441 · end of year $60,830,162

  • 15 · Other assets

    beginning of year $872,716 · end of year $772,633

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,385,567 · end of year $481,303

  • 19 · Deferred revenue

    beginning of year $1,668,987 · end of year $1,772,387

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $4,800,000 · end of year $3,328,800

  • 25 · Other liabilities

    beginning of year $905,598 · end of year $823,007

  • 27 · Net assets without donor restrictions

    beginning of year $69,639,146 · end of year $71,011,102

  • 28 · Net assets with donor restrictions

    beginning of year $4,105,513 · end of year $5,200,459

Mission and programs · 2023

Mission

THE MISSION OF THE PARK IS TO PROVIDE FREE PROGRAMMING AND EDUCATIONAL OPPORTUNITIES FOR THE ENRICHMENT OF VISITORS' LIVES, TO SHOWCASE THE DIVERSE MULTITUDE OF CULTURES AND TALENTS DALLAS HAS TO OFFER, AND TO BE A TOWN SQUARE WHERE CITIZENS MAY CONGREGATE AND CREATE TRADITIONS TOGETHER.

Activities or mission (Part I)

THE MISSION OF THE PARK IS TO PROVIDE FREE PROGRAMMING AND EDUCATIONAL OPPORTUNITIES FOR THE ENRICHMENT OF VISITORS' LIVES TO SHOWCASE THE MULTITUDE OF CULTURES AND TALENTS DALLAS HAS TO OFFER, AND TO BE A TOWN SQUARE WHERE CITIZENS MAY CONGREGATE AND CREATE TRADITIONS TOGETHER.

  • KLYDE WARREN PARK OFFERS THE OVER 1.3 MILLION VISITORS ANNUALLY WITH 1,300 FREE PROGRAMS AND EVENTS. THESE EVENTS INCLUDE FITNESS CLASSES, LIVE MUSIC, CHILDREN'S ACTIVITIES, MOVIE NIGHTS AND HOLIDAY CELEBRATIONS. IN ADDITION, THE PARK PROVIDES TABLE TENNIS, FOOSBALL, BADMINTON, AND A DOG PARK. THE PARK HAS BECOME AN OASIS IN THE HEART OF DALLAS, PROVIDING CONNECTIVITY BETWEEN DOWNTOWN AND UPTOWN COMMUNITIES. THE UNIQUENESS OF ITS LANDSCAPE MAKES IT A PERFECT VENUE FOR PUBLIC AND PRIVATE EVENTS. THE PARK HAS HAD TREMENDOUS ECONOMIC IMPACT ON THE AREA, SPECIFICALLY THE MANY RESIDENTIAL AND OFFICE BUILDINGS SURROUNDING IT. THE FOUNDATION HAS SUBSTANTIALLY BEGUN DESIGN DEVELOPMENT OF PHASE II OF KLYDE WARREN PARK, WHICH IS INTENDED TO PROVIDE ADDITIONAL OPEN SPACE, EVENT SPACE AND RETAIL ON TWO SEPARATE DECK STRUCTURES OVER WOODALL RODGERS FREEWAY. THE PROJECT IS A COLLABORATION BETWEEN THE FOUNDATION AND VARIOUS GOVERNMENTAL ORGANIZATIONS INCLUDING THE CITY AND THE TEXAS DEPARTMENT OF TRANSPORTATION. THE FOUNDATION IS LEADING THE CAPITAL CAMPAIGN AND THE DESIGN DEVELOPMENT OF PHASE II. ADDITIONALLY, IN 2022, THE FOUNDATION COMPLETED ITS RENOVATION OF THE CHILDREN'S PARK, AND A COMPLETELY REIMAGINED EAST SIDE INCLUDING AN ICONIC WATER FOUNTAIN.

    Expenses $4,515,101 · Revenue $3,039,028

As filed on the 2023 return.

Listed in Part VII

  • Ed Fjordbak

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jay Clingman

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jody Grant

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Nancy Best

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Rob Walters

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Sheila Grant

    CAPITAL CAMPAIGN

    Total calculated
    $0
    Hours/week
    5

  • Hal Brierley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Honorable Tom Leppert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jesse Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • John Zogg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kathryn Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kathy Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelcy Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Laura Whitfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Linda W Hart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lucy Crow Billingsley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Milledge A Hart III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Myrna Schlegal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Perot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sabine Stener

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Ginsburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Walter Levy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kathryn Sawers

    PRESIDENT

    Total calculated
    $483,929
    From this org
    $430,000
    From related orgs
    $0
    Other
    $53,929
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $280,000
    Bonus
    $150,000
    Other
    $0
    Deferred
    $21,300
    Nontaxable benefits
    $32,629
    Filer's total
    $483,929

  • Lawrence McCoy

    EXECUTIVE VP, FINANCE & ADMIN

    Total calculated
    $309,558
    From this org
    $271,828
    From related orgs
    $0
    Other
    $37,730
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $233,878
    Bonus
    $37,950
    Other
    $0
    Deferred
    $16,677
    Nontaxable benefits
    $21,053
    Filer's total
    $309,558

  • Michael Gaffney

    EXECUTIVE VP OF OPERATIONS

    Total calculated
    $168,091
    From this org
    $148,256
    From related orgs
    $0
    Other
    $19,835
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $141,381
    Bonus
    $6,875
    Other
    $0
    Deferred
    $9,010
    Nontaxable benefits
    $10,825
    Filer's total
    $168,091

  • Tricia Linderman

    EXECUTIVE VICE PRESIDENT Phase 2

    Total calculated
    $149,350
    From this org
    $147,250
    From related orgs
    $0
    Other
    $2,100
    Hours/week
    30

  • Sarah Stewart

    SR DIR OF EXTERNAL EVENTS

    Total calculated
    $121,619
    From this org
    $107,500
    From related orgs
    $0
    Other
    $14,119
    Hours/week
    55

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments
THE PRESIDENT HAS A SIGNED AGREEMENT PROVIDING UP TO 50% BONUS BASED ON PERFORMANCE, AND THE STAFF HAVE UP TO 10%. WE ACCRUE AT THE FULL POTENTIAL PAYOUT FOR THE YEAR, AND AWARD IN THE FOLLOWING YEAR IF METRICS ARE ACHIEVED BOTH INDIVIDUALLY AND FOUNDATION WIDE.

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
2023
Filed
3 October 2024
IRS schema version
2023v5.1
Source object
202422779349300227

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