Allman Associates Inc.
9600 Great Hills Trail, Suite 150W
Austin, TX 78759
(512) 502?3077

THE TEXAS DEMOCRACY FOUNDATION
307 WEST 7th STREET

AUSTIN, TX 78701

Dear Krissi,

Enclosed is the 2013 US. Form 990, Return of Organization Exempt from Income Tax, for THE
TEXAS DEMOCRACY FOUNDATION for the tax year ending June 30, 2014.

Your 2013 US. Form 990, Return of Organization Exempt from Income Tax, return has been
electronically ?led.
We very much appreciate the opportunity to serve you. If you have any questions regarding this

return, please do not hesitate to call.

Si erely,

ter L. Allman, CPA I

 

9 9 0 OMB No. 1545-0047
Form

Return of Organization Exempt From Income Tax 2013
Under section 501(c), 521, or of the Internal Revenue Code (except private foundations)

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

De Do not enter Social Security numbers on this form as it may be made public. I I Open toPubIIc 
Information about Form 990 and Its Instructlons at inspection; .
A For the 2013 calendar year, or tax year beginning Jul 1 2013, and ending Jun 3 2 014
Check ifappiicable: Name of organization THE TEXAS DEMOCRACY FOUNDATION Emmy" 'den??ca?m Number
Address change Doing Business Name change Number and street (or P.O. box if mail is not deiivered to street address) Room/suite Telephone number
Initial return 307 WEST 7th STREET (512) 477-0746
Terminated City or town. state or province, country. and ZIP or foreign postal code
Amended return AUSTIN TX 7 8 7 Gross receipts 1, 053 2 62 .
Application pending Name and address of principal of?cer; H(a) Is this a group return for subordinates? Eyes @140
SUSAN LONGLEY 307 WEST 7TH STREET AUSTIN TX 7 8 7 1 {Egg}! Yes No
Tax-exempt status I I 501(0) (insert no.) I I4947(a)(1) or I I527
Website: . TEXAS OBSERVER ORG H(c) Group exemption number 
Form of organization: IXICorporation I ITrust I I Association I I Other I Year of formation: 1 9 91 I State of legal domicile: TX
I. Part! I Summary
1 Brie?y describe the organization's mission or most signi?cant activities: TO FOSTER, PROMOTE AND ENCOURAGE
a THE 9F. ?93.ng i ATE STEIE 
TEE EAL-PE 9N. 9F. TEE. 913E888 2121le 3.3.122 
2 Check this box 1? I:I~if the organization discontinued Its operations or disposed of more than 25% of its net assets.
?5 3 Number of voting members of the governing body (Part VI, line 1a) 3 1 0
Z: 4 Number of independent voting members of the governing body (Part Vt, line 1b) 4 
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 5 1 9
6 Total number of volunteers (estimate it necessary) 5 5 
2 Ya Total unrelated business revenue from Part Vill, column (C), line 12 7a 0 
Net unrelated business taxable income from Form line 34 7b
Prior Year Current Year
8 Contributions and grants (Part line th) 8 05 I 751 721.7 I 17 8 
9 Program service revenue (Part line 2gInvestment income (Part column (A), tines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 100, and 11eTotal revenue add tines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part IX, column (A), lines 1?3) 
14 Bene?ts paid to or for members (Part IX, column (A), line 4) 
to 15 Salaries, other compensation, employee bene?ts (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line He) 
g- Total fundraising expenses (Part IX, column (D), line 25) 59 I 350 4 
17 Other expenses (Part IX, column (A), lines 11a-11d, tit?248Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 18 from line Beginning of Current Year of Year
gg 20 Totalassets(PartX,lin816) 1,014,397, 934,528,
a? 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from line Signature Block

 

 

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and
complete. Declaration of preparer (other than of?cer) is based on all information of which preparer has any knowledge.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I 9 1 0 14
Sign Signature of of?cer Date
Here MARY NELL MATHI TREASURER

Type or print name and title.

Printfl'ype preparer?s name Prey 's signature Date Check LI if PTIN
Paid Peter . Allman, CPA ?6139/10/14 self-employed 900648533
Preparer Firm's name Al lman Associ?ates the. 
Use 0le Firm-s address 9 6 0 Great Hills Trail, Suite 15 CW FirmAustin TX 78759 Phoneno. (512) 502?3077

May the IRS discuss this return with the preparer shown above? (see instructions) IXI Yes I I No

 

BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEAG1G1 11l08/13 Form 990 (2013)

 

Form 990 (2013)

Part III
1

THE TEXAS DEMOCRACY FOUNDATION
Statement of Program Service Accomplishments

Page 2

74-2619883

Check if Schedule O contains a response or note to any line in this Part III
Briefly describe the organization’s mission:

TO FOSTER,PROMOTE AND ENCOURAGE THE ADVANCEMENT OF PUBLIC AFFAIRS, GOVERNMENT
LITERATURE AND THE ARTS THROUGH THE PUBLICATION OF THE TEXAS OBSERVER,
A MONTHLY PERIODICAL ADDRESSING PUBLIC AFFAIRS.
2

3
4

Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 or 990-EZ?
Yes
X
If ’Yes,’ describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
Yes X
If ’Yes,’ describe these changes on Schedule O.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, if any, for each program service reported.

$
715,776. including grants of $
PUBLISHED MONTHLY JOURNAL, THE TEXAS OBSERVER, SERVING
5,000 SUBSCRIBERS, DISTRIBUTING AN ADDITIONAL 500 COPIES
THROUGH BOOKSTORES. FURNISHED COPIES TO EDUCATIONAL
INSTITUTIONS UPON REQUEST FOR USE IN CLASSROOMS.

4 a (Code:

) (Expenses

4 b (Code:

) (Expenses

$

including grants of

4 c (Code:

) (Expenses

$

including grants of

4 d Other program services. (Describe in Schedule O.)
(Expenses
$
including grants of
$
4 e Total program service expenses G
715,776.
BAA
TEEA0102

No

) (Revenue

$

$

) (Revenue

$

)

$

) (Revenue

$

)

0.

) (Revenue
07/02/13

No

$

145,686.

)

)
Form 990 (2013)

 Form 990 (2013)

Part IV

THE TEXAS DEMOCRACY FOUNDATION
Checklist of Required Schedules

Page 3

74-2619883

Yes

No

1

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If ’Yes,’ complete
Schedule A

1

2

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?

2

3

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If ’Yes,’ complete Schedule C, Part I

3

X

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election
in effect during the tax year? If ’Yes,’ complete Schedule C, Part II

4

X

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If ’Yes,’ complete Schedule C, Part III

5

X

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
to provide advice on the distribution or investment of amounts in such funds or accounts? If ’Yes,’ complete Schedule D,
Part I

6

X

Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas, or historic structures? If ’Yes,’ complete Schedule D, Part II

7

X

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If ’Yes,’
complete Schedule D, Part III

8

X

Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian
for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation
services? If ’Yes,’ complete Schedule D, Part IV

9

X

10

X

4
5

6

7
8

9

10

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
permanent endowments, or quasi-endowments? If ’Yes,’ complete Schedule D, Part V

11

X
X

If the organization’s answer to any of the following questions is ’Yes’, then complete Schedule D, Parts VI, VII, VIII, IX,
or X as applicable.
a Did the organization report an amount for land, buildings and equipment in Part X, line 10? If ’Yes,’ complete Schedule
D, Part VI

11 a

b Did the organization report an amount for investments ' other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If ’Yes,’ complete Schedule D, Part VII

11 b

X

c Did the organization report an amount for investments ' program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If ’Yes,’ complete Schedule D, Part VIII

11 c

X

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, line 16? If ’Yes,’ complete Schedule D, Part IX

11 d

e Did the organization report an amount for other liabilities in Part X, line 25? If ’Yes,’ complete Schedule D, Part X

11 e

f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If ’Yes,’ complete Schedule D, Part X

11 f

12 a Did the organization obtain separate, independent audited financial statements for the tax year? If ’Yes,’ complete
Schedule D, Parts XI, and XII
b Was the organization included in consolidated, independent audited financial statements for the tax year? If ’Yes,’ and
if the organization answered ’No’ to line 12a, then completing Schedule D, Parts XI and XII is optional
13

18
19

X

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If ’Yes,’ complete Schedule F, Parts II and IV

15

X

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals? If ’Yes,’ complete Schedule F, Parts III and IV

16

X

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If ’Yes,’ complete Schedule G, Part I (see instructions)

17

X

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII,
lines 1c and 8a? If ’Yes,’ complete Schedule G, Part II

18

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If ’Yes,’
complete Schedule G, Part III

19

20 a Did the organization operate one or more hospital facilities? If ’Yes,’ complete Schedule H
b If ’Yes’ to line 20a, did the organization attach a copy of its audited financial statements to this return?
BAA

X

14b

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, investment, and program service activities outside the United States, or aggregate foreign investments valued
at $100,000 or more? If ’Yes,’ complete Schedule F, Parts I and IV

17

X

14a

14 a Did the organization maintain an office, employees, or agents outside of the United States?

16

X
X

X
X
X

Is the organization a school described in section 170(b)(1)(A)(ii)? If ’Yes,’ complete Schedule E

15

12a

X

TEEA0103

11/08/13

12 b
13

20

X
X
X

20 b
Form 990 (2013)

 Form 990 (2013)

Part IV

THE TEXAS DEMOCRACY FOUNDATION
Checklist of Required Schedules (continued)

Page 4

74-2619883

Yes
21
22
23

No

Did the organization report more than $5,000 of grants or other assistance to any domestic organizations or
government on Part IX, column (A), line 1? If ’Yes,’ complete Schedule I, Parts I and II

21

X

Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part
IX, column (A), line 2? If ’Yes,’ complete Schedule I, Parts I and III

22

X

Did the organization answer ’Yes’ to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current
and former officers, directors, trustees, key employees, and highest compensated employees? If ’Yes,’ complete
Schedule J

23

X

24a
24b

X

24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last day of the year, that was issued after December 31, 2002? If ’Yes,’ answer lines 24b through 24d and
complete Schedule K. If ’No,’go to line 25a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
d Did the organization act as an ’on behalf of’ issuer for bonds outstanding at any time during the year?
25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If ’Yes,’ complete Schedule L, Part I
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If ’Yes,’ complete
Schedule L, Part I

24c
24d
25a

X

25b

X

26

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If so, complete Schedule L, Part II

26

X

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If ’Yes,’ complete Schedule L, Part III

27

X

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, or key employee? If ’Yes,’ complete Schedule L, Part IV

28a

X

b A family member of a current or former officer, director, trustee, or key employee? If ’Yes,’ complete
Schedule L, Part IV

28b

X

28c
29

X
X

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If ’Yes,’ complete Schedule M
Did the organization liquidate, terminate, or dissolve and cease operations? If ’Yes,’ complete Schedule N, Part I

30
31

X
X

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ’Yes,’ complete
Schedule N, Part II

32

X

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301.7701-2 and 301.7701-3? If ’Yes,’ complete Schedule R, Part I

33

X

Was the organization related to any tax-exempt or taxable entity? If ’Yes,’ complete Schedule R, Parts II, III, IV,
and V, line 1
35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)?

34
35a

X
X

b If ’Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section 512(b)(13)? If ’Yes,’ complete Schedule R, Part V, line 2

35b

X

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If ’Yes,’ complete Schedule R, Part V, line 2

36

X

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If ’Yes,’ complete Schedule R, Part VI

37

X

28

c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If ’Yes,’ complete Schedule L, Part IV
29 Did the organization receive more than $25,000 in non-cash contributions? If ’Yes,’ complete Schedule M
30
31
32
33
34

36
37
38

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note. All Form 990 filers are required to complete Schedule O

BAA

TEEA0104

11/11/13

X
38
Form 990 (2013)

 Form 990 (2013)

THE TEXAS DEMOCRACY FOUNDATION
Part V Statements Regarding Other IRS Filings and Tax Compliance

Page 5

74-2619883

Check if Schedule O contains a response or note to any line in this Part V
Yes
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable

1a
1b

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return
2a
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more during the year?
b If ’Yes’ has it filed a Form 990-T for this year? If ’No’ to line 3b, provide an explanation in Schedule O

No

39
0
1c

X

2b

X

19

3a
3b

X

4a

X

5a
5b
5c

X
X

6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible as charitable contributions?

6a

X

b If ’Yes,’ did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).

6b

4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?
b If ’Yes,’ enter the name of the foreign country: G
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
c If ’Yes,’ to line 5a or 5b, did the organization file Form 8886-T?

a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and
services provided to the payor?
b If ’Yes,’ did the organization notify the donor of the value of the goods or services provided?
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
Form 8282?
d If ’Yes,’ indicate the number of Forms 8282 filed during the year
7d
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

7a
7b
7c

X

7e
7f

X
X

g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899
as required?

7g

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form 1098-C?

7h

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time during the year?
9 Sponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable distributions under section 4966?
b Did the organization make a distribution to a donor, donor advisor, or related person?
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12
10 a
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10 b
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders
11 a

X
X

8

b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.)
11 b
12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
b If ’Yes,’ enter the amount of tax-exempt interest received or accrued during the year
12 b
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
b Enter the amount of reserves the organization is required to maintain by the states in
which the organization is licensed to issue qualified health plans
13 b
c Enter the amount of reserves on hand
13 c
14 a Did the organization receive any payments for indoor tanning services during the tax year?
b If ’Yes,’ has it filed a Form 720 to report these payments? If ’No,’ provide an explanation in Schedule O
BAA
TEEA0105 07/02/13

8
9a
9b

12 a

13 a

X
14 a
14 b
Form 990 (2013)

 Form 990 (2013)

Page 6
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part VI Governance, Management and Disclosure For each ’Yes’ response to lines 2 through 7b below, and for
a ’No’ response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in
Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
X
Section A. Governing Body and Management
Yes
1 a Enter the number of voting members of the governing body at the end of the tax year
1a
If there are material differences in voting rights among members
of the governing body, or if the governing body delegated broad
authority to an executive committee or similar committee, explain in Schedule O.
b Enter the number of voting members included in line 1a, above, who are independent
1b
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee or key employee?
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person?
4 Did the organization make any significant changes to its governing documents
since the prior Form 990 was filed?
5 Did the organization become aware during the year of a significant diversion of the organization’s assets?
6 Did the organization have members or stockholders?
7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more
members of the governing body?

No

10

10
2

X

3

b Are any governance decisions of the organization reserved to (or subject to approval by) members,
stockholders, or other persons other than the governing body?
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following:
a The governing body?
b Each committee with authority to act on behalf of the governing body?
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization’s mailing address? If ’Yes,’ provide the names and addresses in Schedule O

3

X

4
5
6

X
X
X

7a

X

7b

X

8

8a
8b

X
X
X

9

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
10 a Did the organization have local chapters, branches, or affiliates?
b If ’Yes,’ did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their
operations are consistent with the organization’s exempt purposes?
11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
b Describe in Schedule O the process, if any, used by the organization to review this Form 990.
12 a Did the organization have a written conflict of interest policy? If ’No,’ go to line 13
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If ’Yes,’ describe in
Schedule O how this was done
13 Did the organization have a written whistleblower policy?
14 Did the organization have a written document retention and destruction policy?
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization’s CEO, Executive Director, or top management official
b Other officers of key employees of the organization
If ’Yes’ to line 15a or 15b, describe the process in Schedule O. (See instructions.)
16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year?
b If ’Yes,’ did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization’s exempt status with respect to such arrangements?

No

X

10 a
10 b
11 a

X

12 a

X

12 b

X

12 c
13
14

X

15 a
15 b

X

X
X

16 a

X

X

16 b

Section C. Disclosure
17

List the states with which a copy of this Form 990 is required to be filed G

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public
inspection. Indicate how you make these available. Check all that apply.
Other (explain in Schedule O)
Own website
Another’s website
X Upon request

19

Describe in Schedule O whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to
the public during the tax year.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:

20

G The
BAA

Organization

307 West 7th Street,

Austin,

TEEA0106 07/02/13

TX

78701

(512) 477-0746
Form 990 (2013)

 Form 990 (2013)

Page 7
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization’s tax year.
? List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
? List all of the organization’s current key employees, if any. See instructions for definition of ’key employee.’
? List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
? List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
? List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated
employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)

(A)

(B)

Name and Title

Average
hours per
week (list
any hours
for related
organizations
below
dotted
line)

SUSAN LONGLEY
PRESIDENT
MARY NELL MATHIS
TREASURER
MELISSA JONES
DIRECTOR
JIM MARSTON
DIRECTOR
CARLTON CARL
DIRECTOR
RON RAPOPORT
DIRECTOR
PETER RAVELLA
DIRECTOR
KATIE SMITH
DIRECTOR
VINCENT LOVOI
DIRECTOR
BOB FRUMP
DIRECTOR
DAVE MANN
EDITOR

Position (do not check more than
one box, unless person is both an
officer and a director/trustee)

(D)

(E)

(F)

Reportable
compensation from
the organization
(W-2/1099-MISC)

Reportable
compensation from
related organizations
(W-2/1099-MISC)

Estimated
amount of other
compensation
from the
organization
and related
organizations

10.00
X

X

0.

0.

0.

X

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

60,000.

0.

5,000.

5.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
40.00
X

(12)
(13)
(14)

BAA

TEEA0107

07/08/13

Form 990 (2013)

 Form 990 (2013)

Page 8
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(B)
(A)
Name and title

Average
hours
per
week
(list any
hours
for
related
organiza
- tions
below
dotted
line)

(C)
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)

(D)
Reportable
compensation from
the organization
(W-2/1099-MISC)

(E)

(F)

Reportable
compensation from
related organizations
(W-2/1099-MISC)

Estimated
amount of other
compensation
from the
organization
and related
organizations

(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)

G
1 b Sub-total
60,000.
0.
5,000.
G
c Total from continuation sheets to Part VII, Section A
G
d Total (add lines 1b and 1c)
60,000.
0.
5,000.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization G
Yes
3

No

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee
on line 1a? If ’Yes,’ complete Schedule J for such individual

3

X

4

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If ’Yes’ complete Schedule J for
such individual

4

X

5

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If ’Yes,’ complete Schedule J for such person

5

X

Section B. Independent Contractors
1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address

2
BAA

(B)
Description of services

(C)
Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization G
TEEA0108 11/11/13

Form 990 (2013)

 Form 990 (2013)

THE TEXAS DEMOCRACY FOUNDATION
Part VIII Statement of Revenue

74-2619883

Check if Schedule O contains a response or note to any line in this Part VIII
(A)
Total revenue

1a
b
c
d
e

Federated campaigns
Membership dues
Fundraising events
Related organizations
Government grants (contributions)

1a
1b
1c
1d
1e

(B)
Related or
exempt
function
revenue

(C)
Unrelated
business
revenue

Page 9

(D)
Revenue
excluded from tax
under sections
512-514

288,395.

f All other contributions, gifts, grants, and
similar amounts not included above
1f
g Noncash contributions included in lines 1a-1f: $
h Total. Add lines 1a-1f

428,783.
G

717,178.

Business Code

2 a SUBSCRIPTIONS
b
c
d
e
f All other program service revenue
g Total. Add lines 2a-2f
3

900099

145,686.

Investment income (including dividends, interest and
other similar amounts)
Income from investment of tax-exempt bond proceeds
Royalties

4
5
6a
b
c
d

(i) Real

(ii) Personal

(i) Securities

(ii) Other

Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)

7 a Gross amount from sales of
assets other than inventory .
b Less: cost or other basis
and sales expenses
c Gain or (loss)
d Net gain or (loss)

145,686.

0.

0.

G

145,686.

G
.G
G

12,825.

0.

0.

12,825.

5,711.

0.

0.

5,711.

0.

0.

0.

0.

0.

-75,610.

2,063.

G

162,000.
162,000.
0.
G

8 a Gross income from fundraising events
(not including . $
288,395.
of contributions reported on line 1c).
See Part IV, line 18
a
b Less: direct expenses
b
c Net income or (loss) from fundraising events

7,799.
83,409.
G

9 a Gross income from gaming activities.
See Part IV, line 19
a
b Less: direct expenses
b
c Net income or (loss) from gaming activities
10 a Gross sales of inventory, less returns
and allowances
a
b Less: cost of goods sold
b
c Net income or (loss) from sales of inventory
Miscellaneous Revenue

11 a
b
c
d All other revenue
e Total. Add lines 11a-11d
12 Total revenue. See instructions
BAA

-75,610.

G

2,063.
G

2,063.

0.

0.

807,853.

145,686.

0.

Business Code

G
G
TEEA0109

07/08/13

-55,011.
Form 990 (2013)

 Form 990 (2013)

Part IX

THE TEXAS DEMOCRACY FOUNDATION
Statement of Functional Expenses

74-2619883

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
(A)
(B)
(C)
Do not include amounts reported on lines
Total expenses
Program service
Management and
6b, 7b, 8b, 9b, and 10b of Part VIII.
expenses
general expenses
1 Grants and other assistance to governments
and organizations in the United States. See
Part IV, line 21
2 Grants and other assistance to individuals in
the United States. See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees
65,000.
50,505.
11,408.
6 Compensation not included above, to
disqualified persons (as defined under
section 4958(f)(1)) and persons described
in section 4958(c)(3)(B)
7 Other salaries and wages
403,871.
313,808.
70,880.
Pension
plan
accruals
and
contributions
8
(include section 401(k) and 403(b) employer
contributions)
9 Other employee benefits
42,522.
33,040.
7,462.
10 Payroll taxes
35,821.
27,833.
6,287.
11 Fees for services (non-employees):
a Management
b Legal
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17
f Investment management fees
5,659.
0.
5,659.
g Other. (If line 11g amt exceeds 10% of line 25, column
176,773.
162,772.
14,001.
(A) amount, list line 11g expenses on Schedule O)
12 Advertising and promotion
150.
150.
0.
13 Office expenses
147,289.
83,645.
32,205.
14 Information technology
5,326.
2,663.
2,663.
15 Royalties
16 Occupancy
22,342.
16,423.
4,915.
17 Travel
7,999.
7,999.
0.
18 Payments of travel or entertainment
expenses for any federal, state, or local
public officials
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates
22 Depreciation, depletion, and amortization
19,289.
14,988.
3,385.
23 Insurance
4,360.
1,950.
2,410.
24 Other expenses. Itemize expenses not
covered above (List miscellaneous expenses
in line 24e. If line 24e amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule O.)
a
b
c
d
25

e All other expenses
Total functional expenses. Add lines 1 through 24e

26

BAA

936,401.

715,776.

161,275.

Page 10

(D)
Fundraising
expenses

3,087.

19,183.

2,020.
1,701.

0.
0.
0.
31,439.
0.
1,004.
0.

916.
0.

59,350.

Joint costs. Complete this line only if
the organization reported in column (B)
joint costs from a combined educational
campaign and fundraising solicitation.
Check here G
if following
SOP 98-2 (ASC 958-720)
TEEA0110 11/08/13

Form 990 (2013)

 Form 990 (2013)

Part X

THE TEXAS DEMOCRACY FOUNDATION
Balance Sheet

74-2619883

Page 11

Check if Schedule O contains a response or note to any line in this Part X
(A)
Beginning of year

A
S
S
E
T
S

1
2
3
4

Cash ' non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net

5

Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L

5

6

Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary employees’
beneficiary organizations (see instructions). Complete Part II of Schedule L
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges

6
7
8
9

7
8
9

10 a Land, buildings, and equipment: cost or other basis.
Complete Part VI of Schedule D
b Less: accumulated depreciation
11 Investments ' publicly traded securities
12 Investments ' other securities. See Part IV, line 11
13 Investments ' program-related. See Part IV, line 11
14 Intangible assets
15 Other assets. See Part IV, line 11

L
I
A
B
I
L
I
T
I
E
S

16
17
18
19
20
21
22

23
24
25
26

N
E
T
A
S
S
E
T
S
O
R
F
U
N
D
B
A
L
A
N
C
E
S

(B)
End of year

27
28
29

34,479.
126,161.
15,601.

10 a
10 b

151,142.
97,627.

Total assets. Add lines 1 through 15 (must equal line 34)
Accounts payable and accrued expenses
Grants payable
Deferred revenue
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L
Secured mortgages and notes payable to unrelated third parties
Unsecured notes and loans payable to unrelated third parties
Other liabilities (including federal income tax, payables to related third parties,
and other liabilities not included on lines 17-24). Complete Part X of Schedule D
Total liabilities. Add lines 17 through 25
Organizations that follow SFAS 117 (ASC 958), check here G
lines 27 through 29, and lines 33 and 34.
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets

X

16,623.

63,981.
593,907.

163,645.
1,014,397.
19,076.
105,191.

1
2
3
4

10 c
11
12
13
14
15
16
17
18
19
20
21

77,848.
82,969.
12,790.

4,220.

53,515.
508,927.

194,359.
934,628.
16,000.
93,082.

22
23
24

45,954.
170,221.

25
26

40,064.
149,146.

794,754.
49,422.

27
28
29

781,810.
3,672.

and complete

Organizations that do not follow SFAS 117 (ASC 958), check here G
and complete lines 30 through 34.
30
31
32
33
34

Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances
Total liabilities and net assets/fund balances

BAA

844,176.
1,014,397.

30
31
32
33
34

785,482.
934,628.
Form 990 (2013)

TEEA0111

07/08/13

 Form 990 (2013)

Part XI
1
2
3
4
5
6
7
8
9
10

THE TEXAS DEMOCRACY FOUNDATION
Reconciliation of Net Assets

Page 12

74-2619883

Check if Schedule O contains a response or note to any line in this Part XI
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments

1
2
3
4

Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))

5
6
7
8
9
10

807,853.
936,401.
-128,548.
844,176.
69,854.

785,482.

Part XII Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
Yes
1

Accounting method used to prepare the Form 990:

X

Cash

Accrual

If the organization changed its method of accounting from a prior year or checked ’Other,’ explain
in Schedule O.
2 a Were the organization’s financial statements compiled or reviewed by an independent accountant?
If ’Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis

Consolidated basis

No

Other

X

2a

Both consolidated and separate basis

b Were the organization’s financial statements audited by an independent accountant?

2b

X

2c

X

If ’Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate
basis, consolidated basis, or both:
Consolidated basis
Both consolidated and separate basis
X Separate basis
c If ’Yes’ to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain
in Schedule O.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular A-133?
b If ’Yes,’ did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits
BAA

TEEA0112

07/08/13

3a

X

3b
Form 990 (2013)

 Public Charity Status and Public Support
SCHEDULE A
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

OMB No. 1545-0047

2013

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
G Attach to Form 990 or Form 990-EZ.
G Information about Schedule A (Form 990 or 990-EZ) and its instructions is
at www.irs.gov/form990.

Name of the organization

Open to Public
Inspection

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
A church, convention of churches or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s
name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
5
170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9

10
11

e
f
g

An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts
from activities related to its exempt functions ' subject to certain exceptions, and (2) no more than 33-1/3% of its support from gross
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975. See section 509(a)(2). (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11e through 11h.
a
Type I
b
Type II
c
Type III ' Functionally integrated
d
Type III ' Non-functionally integrated
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons
other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or
section 509(a)(2).
If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization,
check this box
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
Yes No
A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii)
(i)
11
g
(i)
below, the governing body of the supported organization?
(ii)

h

A family member of a person described in (i) above?

11 g (ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above?
Provide the following information about the supported organization(s).
(i) Name of supported
organization

(ii) EIN

(iii) Type of organization
(described on lines 1-9
above or IRC section
(see instructions))

11 g (iii)

(iv) Is the
organization in
column (i) listed in
your governing
document?

Yes

No

(v) Did you notify
the organization in
column (i) of your
support?

Yes

No

(vi) Is the
organization in
column (i)
organized in the
U.S.?

Yes

(vii) Amount of monetary
support

No

(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

TEEA0401

06/28/13

Schedule A (Form 990 or 990-EZ) 2013

 Schedule A (Form 990 or 990-EZ) 2013

Page 2

THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the
organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support
Calendar year (or fiscal year
beginning in) G
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any ’unusual grants.’)
2 Tax revenues levied for the
organization’s benefit and
either paid to or expended
on its behalf
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
4 Total. Add lines 1 through 3
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f)
6

(a) 2009

(b) 2010

(c) 2011

(d) 2012

(e) 2013

(f) Total

579,704.

830,141.

535,493.

805,751.

717,178.

3,468,267.

579,704.

830,141.

535,493.

805,751.

717,178.

3,468,267.

581,197.

Public support. Subtract line 5
from line 4

2,887,070.

Section B. Total Support
Calendar year (or fiscal year
beginning in) G
7

Amounts from line 4

8

Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similar sources
Net income from unrelated
business activities, whether or
not the business is regularly
carried on
Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV.)

9

10

11

(a) 2009

(b) 2010

(c) 2011

(d) 2012

(e) 2013

579,704.

830,141.

535,493.

805,751.

717,178.

3,468,267.

31,895.

20,048.

54,832.

86,451.

18,536.

211,762.

0.

0.

0.

0.

0.

0.

Total support. Add lines 7
through 10
Gross receipts from related activities, etc (see instructions)

12
13

(f) Total

12

3,680,029.
1,006,302.

14
15

78.45
64.51

First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here

Section C. Computation of Public Support Percentage
14
15

Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
Public support percentage from 2012 Schedule A, Part II, line 14

16 a 33-1/3% support test ' 2013. If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization

%
%

X

b 33-1/3% support test ' 2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
17 a 10%-facts-and-circumstances test ' 2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the ’facts-and-circumstances’ test, check this box and stop here. Explain in Part IV how
the organization meets the ’facts-and-circumstances’ test. The organization qualifies as a publicly supported organization
b 10%-facts-and-circumstances test ' 2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the ’facts-and-circumstances’ test, check this box and stop here. Explain in Part IV how the
organization meets the ’facts-and-circumstances’ test. The organization qualifies as a publicly supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
BAA

Schedule A (Form 990 or 990-EZ) 2013

TEEA0402

06/28/13

 Schedule A (Form 990 or 990-EZ) 2013

Part III

THE TEXAS DEMOCRACY FOUNDATION
Support Schedule for Organizations Described in Section 509(a)(2)

Page 3

74-2619883

(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails
to qualify under the tests listed below, please complete Part II.)

Section A. Public Support
Calendar year (or fiscal yr beginning in) G
1 Gifts, grants, contributions
and membership fees
received. (Do not include
any ’unusual grants.’)
2 Gross receipts from admissions, merchandise sold or
services performed, or facilities
furnished in any activity that is
related to the organization’s
tax-exempt purpose
3 Gross receipts from activities
that are not an unrelated trade
or business under section 513
4 Tax revenues levied for the
organization’s benefit and
either paid to or expended on
its behalf
5 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
6 Total. Add lines 1 through 5
7 a Amounts included on lines 1,
2, and 3 received from
disqualified persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6.)

(a) 2009

(c) 2011

(b) 2010

(d) 2012

(e) 2013

(f) Total

(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
Calendar year (or fiscal yr beginning in) G
9 Amounts from line 6
10 a Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similar sources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV.)
13 Total Support. (Add Ins 9,10c, 11 and 12.)
14 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here

(f) Total

Section B. Total Support

Section C. Computation of Public Support Percentage
15
16

Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2012 Schedule A, Part III, line 15

15
16

%
%

Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
17
18 Investment income percentage from 2012 Schedule A, Part III, line 17
18
19 a 33-1/3% support tests ' 2013. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17
is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
b 33-1/3% support tests ' 2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33-1/3%, and
line 18 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
BAA

TEEA0403

06/28/13

%
%

Schedule A (Form 990 or 990-EZ) 2013

 Schedule A (Form 990 or 990-EZ) 2013

Part IV

THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a
or 17b; and Part III, line 12. Also complete this part for any additional information.
(See instructions).

BAA

Page 4

Schedule A (Form 990 or 990-EZ) 2013
TEEA0404

06/28/13

 OMB No. 1545-0047

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Schedule of Contributors

Department of the Treasury
Internal Revenue Service

G Attach to Form 990, Form 990-EZ, or Form 990-PF
G Information about Schedule B (Form 990, 990-EZ, 990-PF) and its instructions is at www.irs.gov/form990.

2013

Name of the organization

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION

74-2619883

Organization type (check one):
Filers of:
Form 990 or 990-EZ

Section:

X

501(c)(

3

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF

501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule

.

Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one
contributor. (Complete Parts I and II.)

Special Rules

X

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33-1/3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or
(2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did not total to more than $1,000.
If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc,
purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively
religious, charitable, etc, contributions of $5,000 or more during the year
$

Caution: An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or
990-PF) but it must answer ’No’ on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF,
Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990EZ,
or 990-PF.

TEEA0701

12/27/13

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page

1

of

2

Name of organization

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION

74-2619883

Part I

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a)
Number

1

of Part 1

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

BERNARD AND AUDRE RAPOPORT FOUNDATION

X

Payroll

$

5400 BOSQUE BLVD, STE. 302
WACO
(a)
Number

2

TX

50,000.

Noncash
(Complete Part II for
noncash contributions.)

76710

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

AUDRE RAPOPORT

X

Payroll

$

5400 BOSQUE BLVD, STE. 302
WACO
(a)
Number

3

TX

26,000.

Noncash
(Complete Part II for
noncash contributions.)

76719

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

RANDY PARTEN

X

Payroll

$

211 HIGHLAND CROSS DR., STE. 100
HOUSTON
(a)
Number

4

TX

25,000.

Noncash
(Complete Part II for
noncash contributions.)

77073

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

ALEC RHODES

X

Payroll

$

4015 ROSEDALE AVENUE
AUSTIN
(a)
Number

5

TX

25,000.

Noncash
(Complete Part II for
noncash contributions.)

78756

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

CREEKMORE & ADELE FATH CHARITABLE FOUNDATION

X

Payroll

$

5401 RIDGE OAK DR.
AUSTIN
(a)
Number

6

TX

25,000.

Noncash
(Complete Part II for
noncash contributions.)

78731

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

SUSAN LONGLEY

X

Payroll

$

606 W. LYNN STREET #23
AUSTIN
BAA

TX
TEEA0702

78703

12/27/13

13,800.

Noncash
(Complete Part II for
noncash contributions.)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page

2

of

2

Name of organization

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION

74-2619883

Part I

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a)
Number

7

of Part 1

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person

MELISSA JONES

X

Payroll

$

1203A ELM ST
AUSTIN
(a)
Number

TX

18,585.

Noncash
(Complete Part II for
noncash contributions.)

78703

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person
Payroll

$

Noncash
(Complete Part II for
noncash contributions.)

(a)
Number

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person
Payroll

$

Noncash
(Complete Part II for
noncash contributions.)

(a)
Number

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person
Payroll

$

Noncash
(Complete Part II for
noncash contributions.)

(a)
Number

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person
Payroll

$

Noncash
(Complete Part II for
noncash contributions.)

(a)
Number

(b)
Name, address, and ZIP + 4

(c)
Total
contributions

(d)
Type of contribution
Person
Payroll

$

Noncash
(Complete Part II for
noncash contributions.)

BAA

TEEA0702

12/27/13

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

 SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization

OMB No. 1545-0047

Supplemental Financial Statements

2013

G Complete if the organization answered ’Yes,’ to Form 990,
Part IV, lines 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
G Attach to Form 990.
G Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

Open to Public
Inspection

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 6.
(a) Donor advised funds

(b) Funds and other accounts

1
2
3
4

Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year

5

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization’s property, subject to the organization’s exclusive legal control?

Yes

No

6

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit?

Yes

No

Part II

Conservation Easements.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 7.

1

Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Preservation of an historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last day of the tax year.
Held at the End of the Tax Year
a Total number of conservation easements
2a
b Total acreage restricted by conservation easements
2b
c Number of conservation easements on a certified historic structure included in (a)
2c
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic
structure listed in the National Register
2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year G
4 Number of states where property subject to conservation easement is located G
5
6

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations,
and enforcement of the conservation easements it holds?
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
G

Yes

No

Yes

No

7

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
G$

8

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)?

9

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for
conservation easements.

Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 8.
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide,
in Part XIII, the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the
following amounts relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1
$
(ii) Assets included in Form 990, Part X
$
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII, line 1
$
b Assets included in Form 990, Part X
$
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3301 10/02/13
Schedule D (Form 990) 2013

 Schedule D (Form 990) 2013

Part III

Page 2
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

3

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
Public exhibition
d
Loan or exchange programs
b
Scholarly research
e
Other
c
Preservation for future generations
4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization’s collection?
Yes

No

Part IV Escrow and Custodial Arrangements. Complete if the organization answered ’Yes’ to Form 990, Part IV,
line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included
on Form 990, Part X?
b If ’Yes,’ explain the arrangement in Part XIII and complete the following table:

Yes

No

Amount
c Beginning balance
d Additions during the year
e Distributions during the year
f Ending balance
2 a Did the organization include an amount on Form 990, Part X, line 21?
b If ’Yes,’ explain the arrangement in Part XIII. Check here if the explantion has been provided in Part XIII

Part V

1c
1d
1e
1f
Yes

No

Endowment Funds. Complete if the organization answered ’Yes’ to Form 990, Part IV, line 10.
(a) Current year

(b) Prior year

(c) Two years back

(d) Three years back

(e) Four years back

1 a Beginning of year balance
b Contributions
c Net investment earnings, gains,
and losses
d Grants or scholarships
e Other expenditures for facilities
and programs
f Administrative expenses
g End of year balance
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment G
%
b Permanent endowment G
%
c Temporarily restricted endowment G
%
The percentages in lines 2a, 2b, and 2c should equal 100%.
3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
(i) unrelated organizations
(ii) related organizations
b If ’Yes’ to 3a(ii), are the related organizations listed as required on Schedule R?
4 Describe in Part XIII the intended uses of the organization’s endowment funds.

Yes

No

3a(i)
3a(ii)
3b

Part VI Land, Buildings, and Equipment.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property

(a) Cost or other basis
(investment)

(b) Cost or other
basis (other)

1 a Land
b Buildings
c Leasehold improvements
d Equipment
151,142.
e Other
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)
BAA

TEEA3302

10/02/13

(c) Accumulated
depreciation

97,627.

(d) Book value

53,515.
53,515.

Schedule D (Form 990) 2013

 Schedule D (Form 990) 2013

Page 3
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part VII Investments ' Other Securities.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category (including name of security)

(b) Book value

(c) Method of valuation: Cost or end-of-year market value

(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, column (B) line 12.)

Part VIII Investments ' Program Related.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment type

(b) Book value

(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, column (B) line 13.)

Part IX

Other Assets.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)

(b) Book value

RESEARCH, PHOTOGRAPHIC, BUSINESS FILES, TRADEMARKS
LITERARY RIGHTS

134,359.
60,000.

Total. (Column (b) must equal Form 990, Part X, column (B), line 15.)

Part X

194,359.

Other Liabilities.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25

(a) Description of liability
(1) Federal income taxes
(2) ANNUITY PAYABLE
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)

(b) Book value

40,064.

Total. (Column (b) must equal Form 990, Part X, column (B) line 25.)
40,064.
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization’s liability for uncertain
tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
BAA

TEEA3303

10/02/13

Schedule D (Form 990) 2013

 Schedule D (Form 990) 2013

Part XI

THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 12a.

1
2

Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments
b Donated services and use of facilities
c Recoveries of prior year grants
d Other (Describe in Part XIII.)
e Add lines 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIII.)
c Add lines 4a and 4b
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)

2a
2b
2c
2d

Page 4

1

961,116.

2e
3

153,263.
807,853.

4c
5

807,853.

69,854.

83,409.

4a
4b

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered ’Yes’ to Form 990, Part IV, line 12a.
1
2

Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities
b Prior year adjustments
c Other losses
d Other (Describe in Part XIII.)

1
2a
2b
2c
2d

e Add lines 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIII.)
c Add lines 4a and 4b
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)

1,019,810.

83,409.
2e
3

83,409.
936,401.

4c
5

936,401.

4a
4b

Part XIII Supplemental Information.
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V,
line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Pt XI Line 2d

FUNDRAISER EXPENSES

Pt XII Line 2d

FUNDRAISER EXPENSES

BAA

Schedule D (Form 990) 2013

TEEA3304

10/02/13

 Schedule D (Form 990) 2013

THE TEXAS DEMOCRACY FOUNDATION
Part XIII Supplemental Information (continued)

BAA

TEEA3305

07/01/13

74-2619883

Page 5

Schedule D (Form 990) 2013

 Supplemental Information Regarding
Fundraising or Gaming Activities

SCHEDULE G
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

OMB No. 1545-0047

2013

Complete if the organization answered ’Yes’ to Form 990, Part IV, lines 17, 18,
or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
G Attach to Form 990 or Form 990-EZ. G See separate instructions.
G Information about Schedule G (Form 990 or 990-EZ) and its instructions is
at www.irs.gov/form990.

Open to Public
Inspection

Name of the organization

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION

74-2619883

Fundraising Activities. Complete if the organization answered ’Yes’ to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1 Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of non-government grants
Internet and email solicitations
Solicitation of government grants
b
f

Part I

c

Phone solicitations

d

In-person solicitations

g

Special fundraising events

2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key
employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b If ’Yes,’ list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)

(ii) Activity

(iii) Did fundraiser
have custody or control
of contributions?
Yes

(iv) Gross receipts
from activity

(v) Amount paid to
(or retained by)
fundraiser listed in
column (i)

Yes

No

(vi) Amount paid to
(or retained by)
organization

No

1
2
3
4
5
6
7
8
9
10

G
Total
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration
or licensing.

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA3701

06/26/13

Schedule G (Form 990 or 990-EZ) 2013

 Schedule G (Form 990 or 990-EZ) 2013

Page 2
THE TEXAS DEMOCRACY FOUNDATION
74-2619883
Part II Fundraising Events. Complete if the organization answered ’Yes’ to Form 990, Part IV, line 18, or reported
more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b.
List events with gross receipts greater than $5,000.

R
E
V
E
N
U
E

D
I
R
E
C
T
E
X
P
E
N
S
E
S

(a) Event #1

(b) Event #2

RABBLE ROUSER

MOLLY AWARDS

(event type)

(event type)

(d) Total events
(add column (a)
through column (c))

(c) Other events

HUFFINGTON
(total number)

1

Gross receipts

28,429.

249,385.

15,030.

292,844.

2

Less: Charitable contributions

20,630.

249,385.

15,030.

285,045.

3

Gross income (line 1 minus line 2)

7,799.

0.

0.

7,799.

4

Cash prizes

5

Noncash prizes

6

Rent/facility costs

7

Food and beverages

8

Entertainment

9

Other direct expenses

12,552.

63,296.

1,356.

77,204.

10
11

G
G

Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)

77,204.
-69,405.
Part III Gaming. Complete if the organization answered ’Yes’ to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.

D
I
R
E
C
T

E
X
P
E
N
S
E
S

9

(b) Pull tabs/Instant
bingo/progressive
bingo

(a) Bingo

R
E
V
E
N
U
E

1

Gross revenue

2

Cash prizes

3

Noncash prizes

4

Rent/facility costs

5

Other direct expenses

6

Volunteer labor

7

Direct expense summary. Add lines 2 through 5 in column (d)

G

8

Net gaming income summary. Subtract line 7 from line 1, column (d)

G

%

Yes
No

Yes
No

%

Yes
No

Enter the state(s) in which the organization operates gaming activities:
a Is the organization licensed to operate gaming activities in each of these states?
b If ’No,’ explain:

10 a Were any of the organization’s gaming licenses revoked, suspended or terminated during the tax year?
b If ’Yes,’ explain:

BAA

(d) Total gaming
(add column (a)
through column (c))

(c) Other gaming

TEEA3702

06/26/13

%

Yes

No

Yes

No

Schedule G (Form 990 or 990-EZ) 2013

 Schedule G (Form 990 or 990-EZ) 2013 THE TEXAS DEMOCRACY
11 Does the organization operate gaming activities with nonmembers?
12

FOUNDATION

Yes

Page 3
No

Yes

No

74-2619883

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to
administer charitable gaming?

13

Indicate the percentage of gaming activity operated in:
a The organization’s facility
13 a
b An outside facility
13 b
14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records:

%
%

Name G
Address G
15 a Does the organization have a contact with a third party from whom the organization receives gaming revenue?
G $
b If ’Yes,’ enter the amount of gaming revenue received by the organization
and the amount
of gaming revenue retained by the third party G $
.
c If ’Yes,’ enter name and address of the third party:

Yes

No

Name G
Address G
16

Gaming manager information:
Name G
Gaming manager compensation

G

Description of services provided

G

Director/officer
17

$

Employee

Independent contractor

Mandatory distributions
a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the
state gaming license?
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
G $
organization’s own exempt activities during the tax year

Part IV

BAA

Yes

No

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v),
and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional
information (see instructions).

TEEA3703

06/26/13

Schedule G (Form 990 or 990-EZ) 2013

 SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

OMB No. 1545-0047

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
G Attach to Form 990 or 990-EZ.
G Information about Schedule O (Form 990 or 990-EZ) and its instructions is
at www.irs.gov/form990.

2013
Open to Public
Inspection

Name of the organization

Employer identification number

THE TEXAS DEMOCRACY FOUNDATION

74-2619883

Pt VI, Line 2

TWO BOARD MEMBERS ARE FAMILY MEMBERS.

Pt VI, Line 11b

THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO ITS FILING.

Pt VI, Line 12c

EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL

Pt VI, Line 12c

CONFLICTS OF INTEREST AS THEY ARISE.

Pt VI, Line 15a

THE BOARD SERVES AS A COMPENSATION COMMITTEE AND REVIEWS

Pt VI, Line 15a

THE CEO/EXECUTIVE PUBLISHER’S COMPENSATION IN PREPARING

Pt VI, Line 15a

THE ANNUAL BUDGET.

Pt VI, Line 19

THE ORGANIZATION’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST

Pt VI, Line 19

POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

TEEA4901

09/09/2013

Schedule O (Form 990 or 990-EZ) 2013

  

 

 

 

 

IRS e?fiie 5ignature Authorisation
Form 3879-E0 an ?nal-"F"t Organization one No. 1545mm
For or teen year beginnind jg; .2013. ascending g1; 3g L4: -
1- Do not send to the Keep for your records. 201 3
P?g?l??m??esl??w information about Form SETS-EU end its Instructions is at 
Norse oTeitemoi organization Employer ii: Elm?Hitch number
THE TEXAS DEMOCRACY FOUNDATION .. 7e? 2619883
Narnia and title 
MARY nest. MATES Tease 

 

l?a'rt. Type of Return and Return Information (Whole boilers Oniy) .

Check the be: for the return for which you ere using this Form and enter the applicable amount. if any. from the return. If you
check the hex on line to. 3a. 4a. or Se, below and the amount on that line for the return being ?led with this form was blank. then
leave line 1b. 2b, 3b. rib. or 5h, whichever is applicable. blank (do not enter 421-). Eliot. if you entered 41)? on the return. then enter -0- on
the applicable line below. Do not comptete more than 1 line in Perl 1.

to Form 990 check here . - i- Total revenue. if enyil-?orm 990. Part coiumniA}.lin912i 507 a 53 .
28 Form QQD-EZ check here . . - Total revenue. if any {Form HBO-E2. line 9) - - . . 2b
its Form two-POL. check here . . . a? Totei tax {Form line 22) . . . 3 
4a Form sender check here . . . .- in Tax based on invostment income (Form QED-PF, Peri Vi. line h) . . . 4b
53 Form 3888 check here . . .. in Balance Due [Form 8868. Part 1, line fire or Part ll. line So) . . . . 5 

 

 

[Emit- Declaration and Signature Authorization Of Officer

Undo: penalties of perjury. i declare that i em an officer of the shore organisation and that i heve examined a copy of the orgeniestlon's 2013
electronic return and and statements and Let a best of n? knowisdgc and heiiet?. they are true. correct, and complete.
I further declare that the amount in art labour: is the amount shown on the crispy the organization's electronic return. i oonsentto eilow my
intermediate service provider. transmitter. or electronic return originator (ERG) to send the orgehizs?on?s return to the IRS and to receive from
the ERS an acknowledgement of receipt or reason for rejection of the transmission, in) the reason for any delay in roceselng the return or
refund. and the date an refund. If on licebls, I authorize the Us. Tareasu end its designated Financial Agent initiate an electronic
funds withdrawal (direct debit entry to the inanciial institution account indicated it the tax prepafa?m'i flit p??mg??f 0f the
organization's federal taxes owed on this return. and the financial Institution to debit the entry.r to this account. To zero is or payment. I must
contact the LLS. Treasury Financial Agent at possess-4.537 no later than 2 business days prior to the payment (settlement) date. aiso
authorise the financial institutions invoIVed in the pro ceasing of the electronic payment of taxes to receive con?dential Information necessary to
answer inquiries and resoive issues related to the warrant. i have selected a parsohsi identi?cation nurnher (PIN) as my signsture for the
organization?s electronic return and, if applicable. organization?s consent to electronic fund wilhcirewel.

Officer?s PIN: shoot: one box only
It authorize Peter Amman to enter my FIN 78 '7 so my signature

name Enter rm numbers. but
do not enter all some

on the organization?s tax year 2013 electronically filed return. If i have indicated within this return that a cup of the return is being ?led with
a state agencyiies) regulating charities as part of the IRS FediStete program. I also authorize the sfcremen ioned EHO in enttir my PIN WI
the return?s disclosure consent screen.

DAs an of?cer of the organization, enter my PIN as my Signature on the crganizatinn'e tax year 2913 ?stricttrianlcelIill flied return. if I have
Indicated within this return that a copy of the return is hotngf ed with is state agenoy?esi regulating charities as part of the IRS Fed/State
program. twill enter my PIN on the return?e disclosure consent sort?Ian.

Of?cst'osidriatum yf/f?) 4

certification and Authenticafian

EFii-liPiN. Enter your six~digit electronic filing Identi?cation .
number followed by your live-digit seifrselecied PIN . . . . . . certify that the above numeric entry is?my PIN. which is my signature on the 2013 electronically ?ied return for the or enlzation indicated
above. 1 con?rm that i am submittin this return In accordance with the requirements of Pub 41 ea. Modernised e?File information for
Authorised IRS e-fils Providers for usiness Returns.

she's signature I-

 


Dateb- 

 

ERG Must Retain This Form See Instructions
[in Not Submit This Form To the "23 Unless Requested To Do 3o

 

BAA For Paperwork Reduction Act Notice. see instructions. . Form SETS-ED (2013)

TEEAMM WIDTHS

 

Receive Updated Acknowledgment Statuses Log

09/10/2014 20:50:23--Retrieve Updated Acknowledgment Statuses from the Intuit Host Server for EFIN 704905
s:\tax files 13\tx democracy foundation.13n (Federal)
Filing Accepted - This Federal 990 Tax Exempt Filing was accepted by the agency on Sep. 10, 2014.