SCANNED JAN 2 6 2009 vom 990 |. Under section 601(), 627, oF 4947()) ofthe Internal Revenue Benefit trust or private foundation) SRATRAAgeiite |» tho organzaton may have to use a copy of ths rlum to sab Return of Organization Exempt From Income Tax Code (except black lung Cara ead sate reporting requirments 1A For the 2007 calendar year, or tax year be July 7 2007, and enging June 30 8 cectcaocn, [ms [tre of opecaee 3 ep tenon ana Clasavess enange | itteror | HISD Foundation 7 0424529 Cprserm cre TS namic an nt FO Dr naw ovo ew | Ra] Tagan a Glrmcieun | | ecoow. sams sexe | ria) 556.6400 Clremnanen [RBG] ey or town, state or coun, ana 3 +4 F kacngeriat (E] ah [7] Aamo Clamende rum Lat Comer speciys » Cre ee ie Terns Sanane kPa oastanta | Hon esa gop cm tear? Cle lm Webs MD) es" ever umber ats = Me) heaton exe Clr Che 4 rguizaton noe ek ny ene > ZL SO 3) veo) Cerner C1 sar | "en atch Seo mctesy Ws sepa eon % es nom Ot om om emo weer een tect, | NP Spence agmrg? Cl1 e Gross recemts Add ines 6b, 8b, 9b, and 10b to tne 12m T_ Group Exemption Nenber W Check »_[] A the organaaion not eae ta atlach Sch 8 (Form 980, 990-22, 990-PF) Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.) 1. Gontributons, ois, rants, and similar amounts recewed: ' Contrbutions to donor advised funds ta rect public suppert (not included on ine 14) tb. 4,998,702 € Indrect publ support (not included on tine ta) te 4 Government contributions (grants) (no included on ine ta) LA © Total add lines 1a through 14) (cash $___4,998.702 noncash $ ). 4,998,702 2. Program senice revenue including government fees and contrac (Kem Part Vl, ine 93) 3. Membership dues and assessments 4 Interest on savings and temporary cash vestments 474 5 Didends and interest trom secunties 6a Gross rents 6a b Less rental expenses eb Net rental income oF (loss). Subtract line 6b from ine 6a 4g| 7 Other investment mcome (descnbe ® j £| 88 Gross amount trom eal of assets other| A Seno mone 8] than inventory Bs Less. cost or other bass and sles expenses. a «© Gain or (oss) attach schedule) Be. 4 "Net gain oF (oss). Combine line 8, coli (A) and (8) © Speci evens and acts (atach schedule) Hany amounts am gaming check here») {Gross revenue (not eluding $ of contributions reported on line 1) sa bb Less: direct expenses other than fundrasing expenses. 9B. © Net income or (oss ts. Subtract ine 9b trom ine 8a 3 108 eturnd and atowances .. [108 ae ° ED cI fi] © (tach schedule). Subtactine 1b fomine 0a. [108 1” rT 2 780, 96, Hoe! ang 41 12 503.576 8 ‘ey 13 3,029,860 alia ) column (C) 14 5704 alts 15 7557 116 Payments to aftates (attach schedule) : 16 47 Total expenses. Add lines 16 and 44, column (A) 7 343,058 | 18 Excess or (deficit) for the year Subtract ne 17 from ine 12 .. Le 1,960,478 3] 19 Not assets or fund balances at beginning of year trom line 73, column (A)... [8 632,559 20. Other changes in net assets or fund balances (attach explanation) [201 321 Not axsots or fund balances at end of yer. Combine nes 16, 19, and 20, [at 2598,057 For Privacy Act and Paperwork Reduction Act Notice, eee the separate insvuctions. Cat no 112827 Fem 990 coonFem 900 20071 ‘Statement of Al orgaizations must complete colna (A). Caurmns (8), (0), nd) Functional Expenses organ Page 2 Tequred fr seston SOT and @) Do not melude amounts reported on fine 60, 86, 96, 10b, or 16 of Part | Pesan | (6) Management (9 Tout tavoes a goer ons and socion £947) nonexerptchatable trusts but optional or others (Se te nstuctons) (Py Fincrsong ‘22a Grants pad rom done ase funds (attach schedule) leash — noncash $ —__) Iithisamount acudes foregn grants, check here > LI 22 Other grants and allocations (attach schedule) (cash § 3,028,840. popcash $ _) ifthysamount cludes foregn grants check here» (| 226] 3,028 23° Specific assistance to individuals (attach schedule) Es 24 Benefits paid to or for members (attach 3,029,040) schedule) : 24 25a Compensation of current officers, directors, key employees, etc. listed in Part V-A 25a! b Compensation of former officers, directors, key employees, etc. sted in Part V-B 25 © Compensation and other distnbutions, not included above, to disqualified persons (as defined under section 4958((1)) and persons described n section 4956(c)3)) 250] 26 Salanes and wages of employees not included fon lines 254, b, and ¢ Lae 26 27 Pension plan contributons not included on lines 25a, b, and ¢ ar Employee benefits not cluded on lines 280-27 28 29° Payroll taxes. . [as 30 Professional fundraising fees. |... [30 i 31 Accounting fees. . 660 at 4500 t 4500 32 Legalfess. : 32 33° Supplies no 33 34 Telephone |. : 34 35 Postage and shipping 35 96 Occupancy. . 5 .. be 37 Equipment rental and mamntenance , | 37 38 Printing and publications 38 39° Travel : : 30 40 Conferences, conventions, and meetings. | 40 41 Interest .e : at 42 Depreciation, depletion, etc. (attach schedule) [42 43 Other expenses not covered above (itemize) o Bank Fees... : 43a] 4,204 4201 b Golf Tournament 3b 7.557 7557 © fase a. [asa e 430] 1 ast 6 +439) 44° Total functional expenses. Add lines 228 through 43g. (Organizations. completing columns (@}40), cary these totals to lines 13-15) 44 3,043,098, 3,029,840) 5701 1557 Joint Costs. Check C) if you are following SOP 86-2. ‘Are any jot costs from a combbned educational campaign and fundraising solctation reported in (8) Program services? . » C]Yes CINo I¥-¥es, enter () the aggregate amount ofthese pont costs §. (i) the amount allocated to Program services 8. (ui) tre amount allocates to Management and general $ 7 and (i) the amount allocated to Fundvassing Form 980 2007Fev 900 2007) Page 8 [RMMITStatomentof Program Service Accomplishments (See the matuclions) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of formation about a particular organization. How the puble perceives an organization in such cases may be determined by the informabon presented fn is retum. Therefore, please make sure the return is complete and accurate and fully desenbes, in Part Il, programs and accomplishments, the organization's ‘What isthe organization's primary exempt purpose? > T2.support HISD) Al organizations must describe ther exempt purpose achievements a clear and concise manner. State the number Of cients served, publeations issued, ete. Discuss acheverents that are not measurable. (Section SOT(c}G) and (2) Drganizatone and £947ak) nonexempt chantable rusts must also enter the amount of grants and alocatans to others.) ASPIRE. the academ th of the gan Sonics tee og 2,435,000 (Grants wd iecations “S 395,680 Principal for a Day | Principal (Gian and atications 'S~ 110,000 4 Gonstruction Academies (Gran aid cations Other program services (attach schedule) 6a ii ac Tig ras eee eB“ (Grants and allocations _$ ) ths amount ncudes foregn grants, check here C3] {Total of Program Service Expenses (should equal ine 4%, column (6), Program services) = 3,028,840 Ferm 990 2007)feu 960 2000) Page 4 Balance Sheets (See the instructions) Note: Whore requred, ached schedule an arunts within th desereton a ® Cola shout be fo era obans ony eget of year ero yar 45 Cash—non-interest-bearing. . oe EL! 48 Savings and temporary cash investments Tis] 46 0787 470 Accounts receivable sr0 Less alowance for doubt accounts | [7B ae 480 Pledges rcoivabe Be 311,200 Less alowance for doubt accounts [48 511.200/ a6 49 Grants receivable oa “a of 49 | 50a Receivables fom curent and former ofcers, directors, trustees, and key employees (attach schedule) . he soa) » Recowabies from other disqualified persons (es detined under section 4958()(1)) and persons described in section 4958(c)(3)(B) (attach schedule) ~ 50b| Ste Otner notes and loans recanable (attach Lt 3 schedule). . Stal & bb Less: allowance for doubtful accounts | 1b] Ste. 52 Inventones fr tal or use 52 1153. Prepaid expenses and defored charges 53, | 54a Investments—pudicy-traded secures > Ci cost ED Emv sie b Investments—other secures attach schedue) » CI Cost Cl Fv sab 55a lnvestments—tand, bullings, and : sauipment basis 550 " b Loss: accumulated depreciation (attach schedule) 7 55) — 58 Invaetmenta—other (attach schedule) a a — ‘57a Land, buildings, and equipment. basis Stal b Less: accumulated depreciation (attach : schedule) 57 ste 58 Other assets including prograr-related investments (descnbe > - 50_Total assets (i equal ine 74) Add ines &5 trough 68 Gr FRSA 60 Accounts payable and accrued expenses vee 61 Grants payable 9 o 62 Dstered revenue 59 Looe tm ofc, drctrs, wate, an hey enlyes (tach 3] schedule) ae 8) ota Tax-exempt Bond labiltis (attach schedule) 4) __b Mortgages and other notes payable (attach schedule) 65" Other babies (deserbe ® a) 65 Total liablites, Add ines 60 through 65 0 ° Organizations that flow SFAS 117, check hoe » C) and compete Ines 4g| 87 trough 69 and ines 73 and 78 867 Unestncted : : s3420| 120,299 B68 Temporarily restncted 7 . $79,130) 272738. 3] 69 Permanent vesticted |. a o | organizations tat donot follow SFAS 117, check here > Cand | compat ines 70 trough 74 35] 70. Capital stock, tust panipal, or current funds 2[71. Pacun or captal suphs, or and, Buling, and equpment fund $| 72 Retaned earnings, endowment, accumulated income, or other funds £73 Total net assets or fund balances. Add ines 67 through 69 or Ines |" Totrrough 72. (Column (&) must equal ine 19 and column () must equal ne 23) 632,559 2593037 74 Total fablties and net asset/tund balances. Add nes 65 and 73. 632,559] 7611 2,595,037 Ferm 990 2007Fm 990 2007) Page 5 Recontilation of Revenue por Audited Financial Statements With Revenue per Return (oo tho instructions.) Total revenue, gains, and other support per audited financial statements ‘Amounts included on linea but not on Part | ine 12 Net unrealized gains on investments Donated services and use of facies Rocoveris of prior year grants Other (speci ‘Add ines B1 through b © Subtract Ine b from line a 4 Amounts included on Part | ine 12, but not on hne a 1. Investment expenses not included on Part |, line 6 2 Other (specify... ‘Aad ines a and a2) fe Total revenue (Part | ine 12). Add lings ¢ and bt z Na b2 BS. bs at 2 a“ Recon: tion of Expenses per Audited Financial Statements With Expenses p Total expenses and losses per aucited fmancial statements Amounts cided on Ine aout not on Part | ne 17 Donated services and use of facilities Prior year adjustments reported on Part | ine 20 Losses reported on Part |, line 20 Other (spect ‘Add lines bt through bé © Subtract line b from ine a 4 Amounts included on Part | line 17. but not on line a: 1. Investment expenses not included on Part I, ine 6b 2 Other (speci: ‘Aad ines dt and 2 fe _ Total expenses (Par |, lino 17). Add ines ¢ and d bt WA b2 b3 at 2 » Te Part Current Officers, Directors, Trustees, and Key Employees; (st each parson who was an officer, dvector, rusts, or key employee at any time during the year evan if they were not compensated.) (See the instructions, Companston |) Season erp [6 Exp scoot (A) Name an acess “i ag attpa nour pet| Snot ps ona | Napanee" [Ouse hows Imes dees pomsan [1 Oat ‘angen "SEE ATTACHED SCHEDULE. Fem 890 007)Fer 990 2007) Part Current Officers, Directors, Trustees, and Key Employees (continued) 75a Enter the total numberof aficers, directors, and trustees permitted to vote on organization business at board meetings ; : aS > bb Are any officers, directors trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part |, or highest compensated professional and other independent | Contractors listed in Schedule A, Part I-A or IIB, related to each other through family or business relationships? if"Yes,” attach a statement that identifies the individuals and explains the relationships) 1 Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest Compensated employees listed in Schedule A, Part |, or highest compensated professional and other independent contactors listed in Schedule A, Part II“A or II-B, receive compensation from any other ‘organizations, whether tax exempt or taxable, that are related to the organization? See the instructions for the defintion of “related organization.” Se "Yes," attach a statement that includes the information described inthe instructions. Does the organization have a wntten confict of interest policy? Part coffees, director, trustee, oF Key employee recewed compensation or other beneits (described below) during Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefit (any armor the year, st that person below and enter the amount of compensation or other benef in the appropriate column. See the instructions) ‘Ganpensaton | Picamaiesomane | _ (6 Fpece (i Name and adress ty Lzone ene Aavances | not peat" | Pleat teet ts!” | aedott So eer oe 8) “ongten ican ‘Other Information (See the mstwuctions) 78 Did the organization make a change in its actties or methods of conducting actwties? If "Yes," attach a detailed statement of each change 77 Were any changes made in the organizing or governing documents but nat reported to the IRS? 11 "Yes," attach a conformed copy of the changes. ‘T8a_Did the organization have urvelated business gross income of $1,000 or more dung the year covered by this retum? cae as it led a tax retum on Form 990-T for this year? ulation, ssluon, termination, or substantia contractn ding the year? it Yes attach byes 79° Was there a statement 20a | the orgarization related (other than by association wth a statewide or nationwde organization) trough [2 ‘common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? . b If Ves," enter the name of the organization ‘and check whether tis LJ exempt or C1) nonexempt 81a Enter dvect and indiect poitical expenditures. See line 81 mstructions}) {etal Did the organization fle Form 1120-POL for tis year? : Fem 980 (2007)wm 990007) Page 7 ‘Other Information (continued) Yes] No 2 Dad the organization receve donated series or the use of mates, equipment, o facts at vo charge || or at substantially less than far rental value? b if "Yes. you may indicat the value of these items here, D9 not include ths ‘amount as revenue in Part | or as an expense in Part I (See instructions in Part Il) (sab! Did the organization comply withthe publc inspection requirements for returns and exemption applications? Did the organzation comply withthe disclosure requirements relating to quid pro quo contributions? Did the organization solicit any contnbutions or gifts that were not tax deductible? It*Yes," did the organization include with every solicitation an express statement that such contributions oF dfts were not tax deductible? : 85a 501(cN), (5), or (). Were substantial all dues nondeductible by members? 'b Did the organization make only in-house lobbying expenditures of $2,000 or less? "Yes" was answered to ether 85a or 85b, do not complete 85c through 85h below unless the organization receved a waiver for proxy tax owed for the prior year. 830 b a0 » © Dues, assesements, and similar amounts from members . {882 4 Section 162(¢) lobbying and political expenditures oI © Aggregate nondeductible amount of section 6033(eK1(A) dues notices... [85e {Taxable amount of lobbying and poltical expenditures (line 85d less 8Se).. [85t 19 Does the organization elect to pay the section 6039(e) tax on the amount on line 85t? fh section 6033(6)1VA) dues notices were sent, does the organization agree to add the amount on line 85t f to its reasonable estimate of cues allocable to nondeductiole lobbying and political expenditures for the following tax year? . 88 501(/7) og Enter: Intaton fees and capital contributions Included on ne 12. [883 'b Gross receipts, included on line 12, for publ use of club facities 86 87 501(o12) orgs. Enter: a Gross income from members or shareholders. 878 'b Gross income from other sources. (D0 not net amounts due or paid to other sources against amounts due or recewed from them.) oe 87] £880 At any ie during the year, id the organization own a 50% or greater mterest ina taxable corporation or [" partnership, or an entity disregarded as separate from the organization under Regulatons sections '301.7701-2 and 301,7701-37 It “Yes,” complete Part IK bb At any time during the year, dd the organization, drectly or indirectly, own a controled entity within the ‘meaning of section 812(0)(13)? If “Yes,” complete Part x! = {89a 501(c\Q) organizations. Enter. Amount of tax imposed on the organization during the year under: Section 4911 Paes ene ‘section 4812 > one Section 4955 Pn b 501(6() and 501044) orgs Did the organization engage in any section 4958 excess benefit transaction ‘uring the year or did It become aware of an excess benefit transaction from a prior year? if “Yes,” attach a staternent explaining each transaction ‘© Enter: Amount of tax mposed on the orgenization managers or disqualified persons during the year under sections 4812, 4955, and 4958 pieee sees sees cease 4 Enter: Amount of tax on line 88¢, above, reimbursed by the organization... —____ €@ Al organizations. At any time dung the tax year, was the organization a party to a prohibited tax shelter transaction? 1 Allorganizatons Di the organization acquire a cect or indirect interest in any applicable insurance contract? |B ‘9 For supporting organtzations and sponsonng organizations maintaining donor advised funds. Did the ‘supporting organization, ora fund maintained by a sponsoring organization, have excess business holdings. at any time during the year? 90a Ls the states with which a copy of this return i fied > NIA, b Number of employees employed in the pty penod that Includes Maren 12, 2007 (See instructions) 5 (gopj_ 91a The books are in care of & Melinda Garrett Telephone no. > (.743.), Located at » 4400 W 18th Si, , Houston, TX zp sa 710928 b At anytime during the calendar year, did he organization have an intrest nora signature or other autnoaty ‘over a fnancial account i a foreign county (uch as @ bank account, secures account, or other ancl account)? It"¥es," enter the name of the foreign country See the instructions for exceptions and fling requirements for Form TO F 80-22.1, Report of Foreign Bank land Financial Accounts. Ferm 990 (2007)Farm 99 2007 rage 8 [EEMII_ other information (contnvegy Yes] No ‘© At any time during the calendar year, did the organization mamtain an ofice outside of the United States?/@'e | ¥- iF Yes" enter the name ofthe foreign country 82 Secton 4847{a1) nonexempt chartable trusts fing Form 890 m hew of Farm 1041 —Check hore -o and enter the amount of tax-exempt interest received or accrued during the tax year. | 82 | ‘Analysis of Income-Producing Activities (See the mstructions.) = Note: Enter gross amounts unless otherwise Unoates ness nome [ETH amm ETAT inceate unica | artount [eset cade] amount |*remetureton 93 Program service revenue: a scone b é t Medicare/Medicald payments {8 Fees and contracts fom government agencies -_ 84 Membership dues and assessments 95 Interest on savings and temporary cash investments M4 4874 96 Dividends and interest from securities 97 _ Net rental income or (loss) from real estate: a z : 7 ‘8 debt-financed property not dedtnanced property 98 Net rental ncome or (ss) fom personal property 99 Other mvestment income 100 Gamo ss) rom sles of assets ther than ventory 101 Net income or (oss) from special events 102 Gross prot or Voss) fom sales of inventory 102 Other revenue: a = b a ‘ 104 Subtotal (add colurnns (8), (0), and (E)) — 4,874) 405 Total (add ine 104, colurns (8), (), and ) > cara Note: Line 105 plus ne To, Part |, should equal the amount én ine 12, Part | 2 Relationship of Activites to the Accomplishment of Exempt Purposes (See the instructions) Line Ne. | Espa how each acy for which income i reported n column () of Part Vl contbuted mnpartanty to the acsonplahment ‘7 | _ ste orgenzaton's exempt purposes (ter than by proving Tune fo such purposes) NA Infomation Regarding Taxable Siding ond bisrearded Enos See easton] tame, acess, and EIN of corporat, eroetage of © ) Nae eesti cm dea bea ownsep Brest Nature of actwities ‘Total come WA % % % % Taformation Regarding TransTere Associated with Personal Bonet Contracts Soe the mstuctons) Didtreagauten ding he yar, rece any Ards recy once to pay pei ona persona beret corea? O Yes No {©)_ Did the organzation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? C] Yes. Zl No Note: if "Yes" fo (), fle Form 8870 and Form 4720 (s9e instructions) Ferm 990 2007)oon, Page 9 1s a controlling organization as defined in section §12(0)(13). [EME information Regarding Transfers To and From Controlled Entities. Complete only te organization Yes [Ne 106 Did the reporting organzation make any transters to a controled ently as defined in section 512019) of the Code? "Ves," complete the schedule blow for each contvoled ety “ © @ o | Emotoys nenton bosetn e amount! veneer | 8 fen : : b Totals ae es . 107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(0\(13) of the Code? If “Yes,” complete the schedule below for each controlled entity. ve Ne each f each & eset ton of i) "sontroled anthy eer transfor cnet 5 Totals 7 f- 4 Yes Ne 108 id tne orgaizaton have a binding wtten contract effect on August 17, 2006, covering the intrest, ‘rents, royalties, and annuities described in question 107 above? 7 er pop andes alma cn aug eSBGR TCG Sen SRT Sd baa ow Se Breed ecpan pie tan cieshc vba: Staeral ek NOES Oy Please sian |) satay Coad > Careline C Vetter |i = Bae] ase Press | ae a a se ony | Sahl Fem 990 2007)SCHEDULE A Organization Exempt Under Section 504(c)(3) ove io 548.087 {Form 950 or 990-£2) (Excopt Private Foundation and Section S0%(e, 4, 6016, SOxnh, ‘or a947(alt) Nonexempt Chartable Trust _ Se recor eee) 2007 ‘Nova)Rovewe Saree ”_|_> MUST be completed by the above organizations and attached to their Form 990 or 990-EZ ame othe opmeaton Tnployrencaton aor HISD Foundation ™ 0424529 [EEXI Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions. List each one. It there are none, enter “None.”) (a Naa are esas sen empoyen pad more | Tip ana evrage rors Wcomaaee | eons av sS8a0 settee eposten | (1 Comomeston ops wt part] acoureard ah None : “aa sonbe of oe onplyens pa ve 5000 ee aa ] [EEEEIEY Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). I there are none, enter "None.”) [a Rae and adres of eon dependent contactor 5 more a $50,000 (Type of erece (€) Gerperaon ‘Tol prof oka roconng ovr $50,000 Tr RET, eae protessional services. | ete meee ae [EEEMIET Compensation of the Five Highest Paid independent Contractors for Other Services (Ust each contractor who performed services other than professional services, whether incviduals or firms there are none, enter “None.” See page 2 of the instructions) ae eden narpndo concerned ow han 5000 Oi Tpe tame ie cones None. ‘Tojal number of ether Contractors recewvng over ‘$50,000 for other servces > For PapervoRedueon Act Notice, ae the auction for Form 90 and Form S9DZ Cat No 11285F Schad A (Form 990 or S002) 2007Schedule A Form 990 690-22 2007, Page 2 EEEEI] Statements About Activities (See page 2 of the instructions.) 1 Dunng the year, has the organzation attempted to mfluence national, state, or local fegisation, including any ‘attempt to nluence puble opinion on a legislate matter or referendum? I “Yes,” enter the total expenses paid ‘or ncurted in connection withthe lobbying actwties > $ (ntust equal amounts online 38 Part VIA, of ine lof Part V-B ) COrganzations that made an electon under section $01(}) by fing Form $768 must complete Part VA Other cxganizatione checking “Yes” must complete Part VE-B AND attach a statoment gnong a delaled descrpton of the lobbying actives. During the year, has the organizaton, ether directly or ndrecly, engaged in any ofthe folowing acts wth any ‘substantial coninbutors, tustens, directors, offcers, creators, Key employees, or members of ther families, oF wth any taxable organization with which any such person s afiated as an officer, rector, trustee, mayorty ‘owner, or prnoppal beneficiary? ff the answar to any question is “Yes,” attach a detaled statement explarung the transactons) Sale, exchange, or leasing of property? Lending of money or other extension of erect? Furnishing of goods, services, o faites? Payment of compensation (or payment or reimbursement of expe sf more than $1,000)? “Transfer of any part ofits income or assets? Did the organizaton make grants for scholarships, fellowships, student loans, etc.?(f*Yas," attach an explanation ‘of how the organization determines that recipients qual to recewe payments) cd the organization have a section 405(0) annuty plan forts employees? (0 the orgaruzation receive or hold an easement for conservation purposes, including easements to preserve open space, the enwonmen, histone land areas or histone structures? I"Yes," attach a detalled statement 1d the organization provide creit counseling, debt management, credit repr, or debt negotiation services? 1 the organization maintain any donor advised funds? If "Yes," complete Ines 4b through 4g. “No.” complete lines at and 49 a Dee ‘i Dd the organcation make any taxable distnbutons under section 4966? 1d the organization make a distrbution to a donor, donor advisor, oF related person? Enter the total umber of donor advised funds owned at the end ofthe taxyear. » Enter the aggregate value of assets held in all donor advsed funds owned atthe end of the tax year. Enter the total number of separate funds or accounts owned atthe end ofthe tax year (excluding donor advised funds included on ine 4) where donors have the right to prowde aduce on the distnbuton oF investment of amounts in such funds or accounts oe ee Enter the aggregate value of assets held nal funds or accounts included on line 4 a the end of the tax year > Yes] No 1 “ 20 / zo} |v ze| |v zal |v aol |v a v al |v se v v 4a 4 ny fe o o ‘Schedule A Form 990 oF 90-EZ) 2007Setoaue A Fom 900 090-62, 2007, Pane 3 Reason for Non-Private Foundation Status (See pages 4 through 8 of the instructions.) Tceriy that the organaabon 6 not a prvate foundation because Wm: Please check only ONE applicable box) 5 (1 Achureh, convention of churches, of association of churches. Section 1706) KX) 6 D1 Aschool Section 1700) 1NAN(9. (Also complete Part V}) 7 [ Ahospta or a cooperative hospital sence organzation Section 17000 1}AN) 8 CA federal, state, or local government or governmental unt. Section 170(0K1)AN- 9 C1 Amecical research organization operated n conjunction with a hospital, Section 170(B\1NANs). Enter the hospital's name, city, fond state > : 10D Anoxganzation operated forthe beneft ofa college or unwersity owned or operated by a governmental unt Section 170(OK1 ANI) (Aso complete te Support Schedule n Part V-A) ‘412 J Anorganzation that normally eoawes a substantal patos support fom a governmental unt or from the general publ. Section 1TOWNANAKv) (Also complete the Support Schedule in Part IV-A) 11 1) A commumty trust Section 170(b})/A(v). (Also complete the Support Schedule in Part IV-A}) 42 Anorganzation that normaly receives. (1} more than 331% oft support from contnbutions, memibershp fees, and gross recerpts from actwies related to ts chantable, ot ,functons—subyect to certan exceptions, and (2) no more than 39% of ts support from gross investment income and unrelaied business taxable income (less Section 511 tax) from businesses acqured by the ‘organzation ater June 30, 1975, See section 5084a}@). (Also complete the Support Schedule in Part V-A) 13 C1 An organization that 1s not controled by any disqualiied persons (other than foundation managers) and otherwse meets the requirements of section 509(a)(3). Check the box that describes the type of supporting organization: Go Type! Ctype w Citype t-Functionaly Integrated Citype t-other Provide the following information about the supported organizations. (Gee page 6 of the netructons) @) Co) @ @ @ Name(s) of supported organization(s) | Employer Type of Is the supported Amount of, identification | organization | organization listed in support number (EIN) | (described in lines ‘the supporting ‘through 12 organization’ above or IRC | governing documents? section) = Yes No Toul _ . 14 0) An oxganzavonorganzed and operated to ts or pubic safely. Secton SOLA). (See page 6 ofthe nstuctons) Schedule A (Form 660 or 80-42 2007chase A Fm 990 a 990-62 2007 Page 4 ‘Support Schedule (Complete only if you checked a box on ine 10, 11, or 12) Use cash method of accounting. Note: You may use the warksheet nthe instructons for converting from the accrual to the cash method of accounting Galender year (or fiscal year beginning in)» | (a) 2006 | (2005 | (e)200a | (@) 2003 | _(@) Total 45 Gis, grants, and contnbutions recewved (D0 not clude unusual grants. See line 28). s4e4o| _1,456,626| __533,950| _589,300| 3,434,716 YE Membership fees receved ° ° 0 ° o 47 Gras rou tom admins, merchandise ices ary actwty that rated tothe ‘xgarizaton's Chantable, et, purpose 3,020 ° ° ° 3,020 48 Grote income from interest, dwidends, “amounts recowved from payments on secunties toans.(Secton 512{a)6), rents, royalties, income from simar sourees, and Unvolated business taxable ricome (less section 511 taxes) from businesses acquved by the ‘organization ater June 30, 1975 3491 oan 04] | 18,400 FO Net meome from unrelated busniess acts not nchuded mine 18 ° © ° © © 20 Tax revenues levied ‘or the organzaton’s bonelit and either paid toi or expended on its behal ° ° 7 6 ° 21 The vale of sarees ov aoivesfumahed to the organizaton by 2 governmental unit without charge. Do net include the value of Servces or facies generally furnished tothe publ without charge ° o o o o 22 Omer moome Attach @ schedule Do not snclude gan of loss) fom sale of captal assets o ° o ° o 25 Total of ines 15 trough 22 ‘eeas1| _1a65737| 534,654] 500,304] 3,456,136 24 Line 23 minus ine 17. 7 863,331| 1,465,737| 534,654] 589,094 25 Enter 196 of ine 23. 8.668 14,657 5,347, 26 Organizations described on lines 10 or 11: @ Enter 2% of amount m column (@), ine 24 » 'b_ Prepare a ist for your records to show the name of and amount contnbuted by each person (other than a ‘governmental unit or pubicly supperted organization) whose total gis for 200S through 2008 exceeded the ‘amount shown in ine 26a, Do not file this list with your return. Enter the otal of all these excess amounts © Total support for section SOS(aKt) test Enter ine 24, column fe), oF 3,453,116. |d- Add: Amounts trom column (e) or ines: 18 18.400 39 9 = J 2 © 26 1680973 > 1,700,373 ‘@ Puble suppor fine 26c minus bne 26d total) Loe 1,752,743, {Public support percentage (ine 260 (numerator) divided by line 26¢ (denominator) > 50.76 96 27 Organizations described on line 12: For amounts included in ines 15, 16, and 17 that were recewved from a “disqvaliied 'perbon” prepare a ist for your record to show the name of, and tola amounts receved in each year fom, each “cisqualiied person” Bo not fle this list with Your return. Enter the sum of such amouns for each year (206) (2008)... (2004) (2009) 1b For ary amount included in ine 17 that was recived from each person (ther than “cssquatied person), prepare a Ist for your records to ‘how the name of, and amount receved for each yea, fat was more han thelarger of (3) the ameunt on tne 25 for the yea” or $5,000, {elude m heist organizations Gesenbed mn nea 8 tough 11,98 well ag nics Dp not ile this it with your return. Aer computing the difeence between ihe amount recewed and the larger amount deserbed in (1) or (2, enter the sum of these differences (he excess ‘amounts foreach year: (2006) (2005) (2008) (2003) © Add Amounts from column (e) formes: 18 —_______ 16 7 20 a > [ze Add. Line 27a total = and ine 27b total > [ze ‘© Public suppor (ine 27¢ total minus Ine 27d total) ate. {Total suppor for section 509(a).2) test: Enter amount ftom ine 23, column fe). > 9 Public support percentage (ine 276 (numerator) divided by line 271 wank 28 % A Invesent incom perestoge fine $0 lun inmate ded oy ine 2 (dsnomatny > [27m % 28 Unusual Grants: For an organization descnbed in ine 10, 11, or 12 that recewed any unusual grants dung 2008 through 2006, prepare a ist for your records to show, for each year, the namne ofthe contnibutor, the Gate and amount of the grant, and a bre [Gosenpition of the nature of the grant, Do nt file this list wth your return. Do not include these grants inne 15. ‘Senate A Form 890 or S80. 2007‘Senate A Fon 960 of 990-£2 2007 Private School Questionnaire (See page 9 of the instructions) (To be completed ONLY by schools that checked the box on line 6 in Part IV) Page 5 2 30 a 2 Yea Dow he rarzavon hav aacalyrondcrmnain poe toward sadn by teen charter, byw, ‘other governing instrument, orm a resolution of ts governing body? 23 Does the organzation nchide a statement of ts racially nondiscemnatory policy toward students 1m all ts brochures, catalogues, and other wntten communications with the pubic dealing with student admissions, programs, and scholarehips? Hos the organcatton pubiezed ts racial nondacrmnatory pokey through newspaper or broadcast media dung. |, the period of eolstation for students, or during the registration period it has no soletation program, ina way [= that makes the poboy known to all parts of the general communty «serves? 1f*¥es." please descnbe; "No," please explain, (f you need more space, llach a separate statement) Does the erganzation mata the folowing Records mdicating the racial composition of the sludent body, faculy, and admunstratwe stat? Records documenting that scholarships and ether inancual assistance ae awarded on a racially nondlecnmnatory bass? Copies of al catalogues, brochures, announcements, and other writen communications tothe pubie desing with student admssions, programs, and scholarships? Copies ofall materal used by the organization or on its behalf to soleit contributions? IF you anewered "No" to any ofthe above, please expla. (I you need more space, attach a separate statement) ‘Does the organza disenmmnate by race m any way with respect to: ‘Students’ nghts or pnvleges? ‘3a ‘Acmasions poboies? 306] Employment of facuty oF adminiatratve stat? Es Scholarships or other financial asstance? 04] Educational poicies? 320] Use of facies? sot ‘Athos programs? ES Other exracumoular acts? so you answered "Yes" to any ofthe above, pease exlan, (you need more space, attach a separate statement) [is@ i Does the exganization recewe any fnancil ad or assistance from a governmental agency? ee Has the organization's night to such aid ever bean revoked or suspended? I¥ you answered "Yes" to ether 34a oF b, please explain using an attached statement Does the organvzation cert that it has compled with the applicable requrements of sections 40% through 405 ‘of Rev Proe 75-50, 1975-2 © 8. 587. coverng racial nandscaminaton? If “No.” attach an explanation ‘edule A Form 90 96-€2) 2007semi A For 0 90 2 207 se Lobbying Expenditures by Electing Public Charities (See page 11 of he metuctions) {Tobe completed ONLY by an eligible organization that fied Form 5768), Ged aL te oganzaton bolngs to an aliated woup Check > —b _L] vyou cheiad “a and nied coma? posal ° Limits on Lobbying Expenditures toate grous | TEDL comDites (Tre term “expenditures” means amounts pai or incured) Somnestons Total lobbying expenditure to wfuence puble opmion (grassroots lobbying) Tota! ndbyng expencitures to influence a legislative body (dect lobbying). Tota! lobbying expenditures (add bnes 36 and 37) Other exempt purpose expenditures Total exempt purpose expenditures (add les 38 and 28) Lobbying nontaxable amount Enter the amount trom the folowing teble— HWthe amount on line 40 is— ‘The lobbying nontaxable amount is— Not over $500,000. 209% ofthe amount on ine 40 ‘Over $500,000 tna ver $1,000,000 | $100,000 pls 15% ofthe excass over $500,000 ‘Ove $1,000,000 bu net over $1,500,000 | $175,000 plus 10% ofthe excess over $1,000,000 (ver $1,500,000 but rot ever $17000000, $225,000 plus 5% of the excess over $1,500,000 (ver $17,000,000 $1,000,000 42 Grassroots nontaxable amount (enter 25% of ine 41). 42 Subtract Ine 42 from line 36, Enter -O- sf ine 42 16 more than line 36. 444 Subtract Ine 41 from line 38. Enter -O- if ne 41 16 more than line 38. 2 \8\lelsie 288ees ot Caution: if here 1s an amount on either ine 49 or line 44, you must fle Form 4720. ‘4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 50'fh) election do not have to complete al of the five columns below. ‘See the instructions for bnes 45 through 50 on page 13 of the mstructions) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or @, ® @, 6 @ fiscal year beginning in) > 2007, 2006 2005, 2004 Total 45__Lobbying nontaxable amount 46 _Lobbying celing amount (15096 of ine 45(@) 47 Total lobbying expenditures 48 Grassroots nontaxable amount... aaa Mie | eas 18. crzssocs cong amount (180% of te ate) [EE Se Reiter | BE 150 _Grasoroots lobbying expenditures EERIE] Lobbying Activity by Nonelecting Public Charities - (or reporting only by organizations that did not complete Part VI-A) (See page 14 of the instructions.) During the year did the organization attempt to influence national, state or local legislation, wcluding any [yes] No] Amount attempt to fluence puble opinion on a legislative matter or referendum, through the use of: Volunteers. Paid stat or management (include compensaton n expenses reported on ines through h.) Media advertisements. Maiings to member, legislators, or the public. Pubications, er published or broadcast statements Grants to other organzations for lobbying purposes rect contact with legislators, ther staffs, govemment oftcias, ofa legislate body. Ralies, demonstrons, seminars, conventons, speeches, lectures, or any other means Total lobbying expenditures (Add ines ¢ through h) Eas l¥es" to any of the above, also attach a stalement gwing a detaled description ofthe lobbying activites i A (orm 990 or S602 2007 Sie 1 le I iisisis)senee A Form 08 202 2007 age 7 EAEEU information Ragarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 14 of the instructions.) [51 Did the reporting organization decty or inrectly engage in any ofthe flowing with any ther organization descabed n section 501(¢) ofthe Code (other than section 501(e(@) organzatons) orn secton 527, relating o political organzatons? ‘9 Transfers from the reporting organization to a nonchantable exempt organization of: [Yes] No @ Cash Sta) v (iy Other assets : aii) v b Other transactions: {Sales or exchanges of assets with a nonchantable exempt organization bt) v i) Purchases of assets from a nonchantable exempt organization bai v (ii) Rental of facilites. equipment, or other assets bi) v (iv) Reimbursement arrangements. : 56 5 iv) v ©) Loans or oan guarantees . : é by | |v (Wi) Performance of sevces oF membership oF undrasing solctatons |. oa eo) x ‘© Shanng of faclties, equipment, maiing lists, other assets, or paid employees. © v 4. the answer to any of the above 1s “Yes,” complete the following schedule Column (should always show the far market valve ofthe ‘goods, other asset or serves gwen by the reporting organzation. 1f the organzaton received less than fer market value any {Wansaction or shanng arrangement, show mt column (@) the value of the goods, other assets, or sonces reoewed @ @ @ @ tere |_Ameant motes Name of norctarabe exempt eranston Desorstin of anaters, tansectons nd sanng aang ‘52a te the organzation drectly or mdrectly affiiated with or related to, one or more tax-exempt organizations described n section 501(c) ofthe Code (other than section 501(¢(9) or n section 5277 > Yes WZ No b_if "Yes." completa the folowing schedule: ° o @ Name of aguraston {ype of esenaton Deserpton al eisonshp ‘Shoda A Form 680 or 6002) 3067FY 2007-08 BOARD OF DIRECTORS COMPENSATION CONTRIGUTIONS EXPENSE Toemployes Acct & other Benefitplans/ Allowance Deferred comp NaME/ADORESS/TELEPHONE. Tme James Calaway Charman 3-S Hours, ° 0 ° Calaway Interests, LLC 11600 Smith, Suite 4240 Houston, TX 77002-4400 Eileen Egan President 3-5 Hours. ° ° ° HIsD Director, Development ‘4400 W. 18” Street Houston, TX 77092 Caroline Vetterting Treasurer 3-5 Hours, ° ° ° Blazek & Vettering, LLP 2900 Weslayan Houston, TX 77027 Faye Bryant Secretary 3-5 Hours o ° ° Retired, HISD Asst. Supt 2111 Welch Street, No. A328 Houston, TX 77019 ‘krrbyjon Caldwell Director 3-5 Hours ° ° ° Windsor Village United ‘Methodist Church {600 Heatherbrook Houston, Texas 77085 ‘Anthony Chase Director 3-SHours ° ° ° ‘Chase Source, LP. 3311 West Alabama Street Houston, TX 7098, Paul Comstock Director 3-SHours ° ° ° Paul Gomstock Partners. 2 Riverway, Suite 2000 Houston, TX 77056 M. Kaye DeWalt Director 3-5 Hours ° 0 ° Litter Mendelson, P.C. 41301 McKinney, Suite 1900 Houston, Texas 77010 Kelly Frets Director 3-8 Hours ° ° ° Bracewell & Giuliani LLP 711 Lousiana, Suite 2900 Houston, TX 77002-2781 Jenard Gross Director 3-S Hours ° ° ° ‘IMG Developers. LTD ‘2700 Post Oak Bivd,, Suite 2450 Houston, TX 77056 Natasha Kamrani Director 3-8 Hours ° o o HISD Trustee. 4400 W. 18” Street Houston, TX 77092NAME/ADDRESS/TELEPHONE Daniel Louie, DDS Daneel Loure Orthodontics 4770 West Belfort Houston, TX 77035 Don McAdams Center for Reform of School Systems ‘4544 Post Oak Place, Suite 270 Houston, TX 77027 Pat Rosenberg Community Volunteer 3707 Harper Street Houston, Texas 77005 ‘Abelardo Saavedra HISD 4400 W. 18” Street Houston, TX 77092 Lor Vetters Wechowa Bank 2800 Post Oak Biv, Suite 3 Houston, Texas 77056 Mark White Geovox Security, Inc. 2708-C West Lane Houston, TX 77027 FY 2007-08 BOARD OF DIRECTORS Tme Director Director Director Permanent Director Director Drrector * Ex Officio Director does not have voting privileges Avo. # OF HRSIWEEK 3-5 Hours 3-S Hours 3-5 Hours 3-5 Hours 3-5 Hours 3-8 Hours ‘CompeNsanion Conrrisuions ‘To employee Benefit pians! Deferred comp Expense Acct & other AllowanceHISD Foundation 76-0424529 ‘Supporting Items PART IL Schedule of Grants and Allocations Construction Academies Advanced Principa''s Institute 2008 New Teacher Orientation 2008 State of the Schools Art Matters Principal for a Day Parent Prep Academy Exceptional Parenting Program The Way We Think Communications Campaign ASPIRE Adopt-A-Cow Student School Supplies School Designated Funds Sound Investment HIPPY 88,960 85,000 8,800 2,400 200,000 25,000 32,500 1,450 1,200 2,435,000 35,100 836 106,094 3,500 4,000