Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,187,092 | 1,338,079 | 1,078,690 | 1,113,956 | 1,121,538 | 5,839,355 |
| 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 | 1,187,092 | 1,338,079 | 1,078,690 | 1,113,956 | 1,121,538 | 5,839,355 |
| 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).. | 133,436 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 5,705,919 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,187,092 | 1,338,079 | 1,078,690 | 1,113,956 | 1,121,538 | 5,839,355 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 65,125 | 54,720 | 81,065 | 62,619 | 59,117 | 322,646 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 474,528 | 395,690 | 402,470 | 430,702 | 401,256 | 2,104,646 |
| 11 | Total support. Add lines 7 through 10 | 8,456,705 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 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 | ||||||
| 7a | 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | FUNDRAISING INCOME 231,462 GAMING 1,471,430 MISCELLANEOUS 498 INSURANCE RECOVERY 0 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | RONALD MCDONALD HOUSE- RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST, INC. ("RMHC") OWNS AND OPERATES THE RONALD MCDONALD HOUSE IN LUBBOCK, TEXAS. THE 17-ROOM FACILITY PROVIDES TEMPORARY LODGING TO FAMILIES OF SERIOUSLY ILL CHILDREN, AGE 21 AND UNDER,WHO MUST LEAVE THEIR OWN COMMUNITY TO SEEK MEDICAL CARE FOR THEIR CHILD. THE HOUSE SERVES CHILDREN RECEIVING TREATMENT AT UNIVERSITY MEDICAL CENTER, COVENANT WOMENS AND CHILDRENS HOSPITAL AND OTHER VARIOUS CLINICS AND DOCTORS. GUESTS MUST BE REFERRED BY A SOCIAL WORKER AND THE CHILD MUST BE UNDERGOING INPATIENT OR OUTPATIENT CARE. WE WILL ACCEPT A NOMINAL DONATION OF 15 PER NIGHT PER FAMILY, WHICH ONLY PARTIALLY DEFRAYS THE COST OF OPERATING THE HOUSE, AND NO FAMILY IS EVER TURNED AWAY DUE TO LACK OF FUNDS. THE HOUSE IS ALSO AN APPROVED LODGING FACILITY FOR FAMILIES COVERED BY MEDICAID. OVER 656,720 OF IN-KIND DONATIONS OF GOODS AND SERVICES WERE RECEIVED IN 2018 COVERING PROGRAM EXPENSES THAT THE CHARITY WOULD OTHERWISE HAVE TO PAY. MAJOR IN- KIND DONATIONS INCLUDE FOOD, FURNITURE AND HOUSEHOLD ITEMS. THE HOUSE IS LOCATED ON LAND OWNED BY TEXAS TECH UNIVERSITY. THE YEARLY FAIR MARKET RENTAL VALUE OF THIS LAND HAS BEEN VALUED AT 48,000. NUMEROUS VOLUNTEERS HELP SUPPORT THE STAFF AND GUESTS OF THE RONALD MCDONALD HOUSE BY PROVIDING OFFICE ASSISTANCE, MEAL PREPARATION FOR FAMILIES,HOUSEKEEPING SERVICES, GARDENING, MAINTENANCE AND SPECIAL EVENT ASSISTANCE.USING THE PER HOUR VALUE OF VOLUNTEER TIME AS POSTED BY INDEPENDENTSECTOR.ORG, THE VALUE OF VOLUNTEER SERVICES RECEIVED IN 2018 WAS 391,015. APPROXIMATELY 2,500 PEOPLE WERE SERVED AT THE RONALD MCDONALD HOUSE IN 2018. FORM 990, PART III, LINE 4C PAGE 2- THIRD ACHIEVEMENT REPRESENTATIVES FROM BOTH ORGANIZATIONS SERVE ON AN ADVISORY COMMITTEE FOR THE PROGRAM. RMHC ALSO RECRUITS VOLUNTEERS TO ASSIST WITH NON-CLINICAL ASPECTS OF OPERATING THE PROGRAM. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE ORGANIZATION SUPPORTS THE EDUCATION OF YOUTH BY PROVIDING SCHOLARSHIPS TO STUDENTS BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND SCHOOL AND COMMUNITY INVOLVEMENT. OUR ORGANIZATION REQUIRES AN ADDITIONAL CRITERION OF A CRITICAL MEDICAL HISTORY PERTAINING TO THE SCHOLARSHIP RECIPIENT OR ONE OF THEIR SIBLINGS. MANY OF THESE STUDENTS OR THEIR SIBLINGS HAVE HAD LIFE-LONG MEDICAL PROBLEMS AND MANY OF THE RECIPIENTS AND/OR THEIR FAMILIES HAVE BEEN GUESTS IN ONE OF THE RONALD MCDONALD HOUSES DURING THEIR TOUGHEST MEDICAL BATTLES. THESE SCHOLARSHIPS ARE DETERMINED BY A RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST SCHOLARSHIP COMMITTEE. RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST PROVIDES ONE-HALF OF THE SCHOLARSHIP AND RONALD MCDONALD HOUSE CHARITIES GLOBAL USUALLY MATCHES THE AMOUNT GIVEN. IN 2018, RMHC AWARDED A TOTAL OF 7,000 IN SCHOLARSHIPS TO 3 STUDENTS IN THE REGION WHO MET THE REQUIREMENTS LISTED ABOVE. RONALD MCDONALD HOUSE CHARITIES GLOBAL ORGANIZATION DID NOT PROVIDE MATCHING FUNDS IN 2018. FORM 990, PART III, LINE 4E PAGE 2- TOTAL PROGRAM EXPENSES EXPENSES BY MAJOR CATEGORY: HOUSE OPERATIONS 1,084,818 THREE FAMILY ROOMS 152,998 CARE MOBILE 0 SCHOLARSHIPS 7,000 TOTAL 1,244,816 THE BOARD OF DIRECTORS OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST IS IN THE PROCESS OF COMPLETING A NEEDS ASSESSMENT TO IDENTIFY POTENTIAL AREAS FOR PROGRAM EXPANSION BOTH INSIDE THE RONALD MCDONALD HOUSE AS WELL AS THROUGHOUT THE 68 COUNTY REGION SERVED BY THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | OUR AUDITORS AND STAFF PREPARE, PROOF AND FINALIZE OUR FORM 990 IN A TIMELY MANNER. WE EMAIL THE ENTIRE FINAL COPY OF THE FORM TO ALL OF OUR BOARD MEMBERS IN TIME FOR THEM TO REVIEW THE FORM BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE EACH YEAR. COPIES ARE AVAILABLE AT ALL TIMES FOR REVIEW BY THE BOARD MEMBERS AND GENERAL PUBLIC. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DOCUMENT ANNUALLY TO ENSURE THAT THE ORGANIZATION'S POLICY IS FOLLOWED. ONCE A BOARD MEMBER DECLARES OR HAS BEEN FOUND TO HAVE A CONFLICT OF INTEREST, HE OR SHE MAY NO LONGER PARTICIPATE IN ANY DISCUSSION RELATED TO THE CONFLICT NOR MAY THEY VOTE ON ANY MATTER PERTAINING TO THE CONFLICT. FORM 990, PART VI, LINE 13- WHISTLEBLOWER POLICY THE ORGANIZATION APPROVED A WRITTEN WHISTLEBLOWER POLICY ON MAY 19, 2009. |
| FORM 990, PAGE 6, PART VI, LINE 15A | WE PARTICIPATE IN A SURVEY COLLECTED FROM DATA PROVIDED BY MANY NON-PROFIT ORGANIZATIONS IN OUR AREAS. THESE GIVE US A VERY GOOD SENSE OF THE FAIR COMPENSATION FOR NON-PROFITS IN OUR BUDGET RANGE. WE DO THIS ANNUALLY. THE BOARD CHECKS OTHER RESOURCES THAT THEY HAVE AVAILABLE TO THEM. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE SURVEY MENTIONED ABOVE IS ALSO USED TO DETERMINE THE SALARIES FOR OTHER STAFF MEMBERS. IT IS A GOOD INDICATOR FOR KNOWING THE SCALE FOR COMPENSATION IN OUR AREA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND 990S AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION HAS ALSO BEGUN POSTING ITS 990S TO ITS OWN WEBSITE. FORM 990, PART X, LINE 33- BREAKDOWN OF TOTAL NET ASSETS THE ORGANIZATION'S TOTAL NET ASSETS AT DECEMBER 31, 2018, TOTALED 5,086,551 AND ARE DETAILED IN THE FOLLOWING SCHEDULE: PERMANENTLY RESTRICTED- RMHC OPERATIONS 496,250 TEMPORARILY RESTRICTED- BUILDING REPLACEMENT 55,382 TEMPORARILY RESTRICTED: OPERATIONS AND IMPROVEMENTS 144,074 OTHER DONOR RESTRICTIONS 255,556 TOTAL TEMPORARILY RESTRICTED 455,012 UNRESTRICTED- NET BOOK VALUE OF FIXED ASSETS 1,233,245 UNRESTRICTED- UNDESIGNATED 2,902,044 TOTAL UNRESTRICTED 4,135,289 TOTAL NET ASSETS 5,086,551 |
| FORM 990, PART XI, LINE 9 | FEDERAL INCOME TAXES -6,589 |
| Software ID: | |
| Software Version: |