09/01/15 08/31/16 Check if applicable: DR. SOCORRO DE ANDA P.O. BOX 11 EL PASO TX 79940

Transcription

1 09/01/15 08/31/16 Check if applicable: Net Assets or Fund Balances Address change Name change Initial return Final return/ terminated Amended return Application pending Form of organization: P.O. BO 11 Gross receipts$ Is this a group return for subordinates? Yes Yes Prior Year 202,921 LYDIA PATTERSON INSTITUTE EL PASO T DR. SOCORRO DE ANDA P.O. BO 11 EL PASO T Beginning of Current Year ,837,848 LYDIAPATTERSONINSTITUTE.ORG Corporation Trust Association Other Year of formation: 1950 State of legal domicile: T SEE SCHEDULE O Current Year No No 0 0 1,705,509 1,848,772 1,632,432 1,854, ,764 77,729 19,128 26,457 3,462,833 3,807, , , ,894,078 1,840,643 51, ,407 1,132,563 3,110,202 3,407, , ,664 End of Year 8,341,137 8,914,915 2,332,127 2,382,437 6,009,010 6,532,478 DR. SOCORRO DE ANDA P GIBSON RUDDOCK PATTERSON, LLC KIRK A. PATTERSON PRESIDENT 600 SUNLAND PARK DR STE EL PASO, T

2 SEE SCHEDULE O 2,619, ,030 1,854,942 EDUCATIONAL SERVICES - GRADES 7 THROUGH 12 2,619,831

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6 39 LYDIA PATTERSON INSTITUTE NONE 517 S. FLORENCE EL PASO T

7 Highest compensated employee BISHOP WILLIAM HUTCHINSON DANIEL TIJERINA REV. LARRY MOFFET KAREN BLAKE BISHOP W. EARL BLEDSOE DR. WILLIAM BROWN BECKY CONNER DR. STAN COPELAND CHUCK DEDMON BARBARA DORFF REV. TOM GARMON CHAIRMAN / TRUSTEE TREASURER / TRUSTEE SECRETARY / TRUSTEE TRUSTEE TRUSTEE TRUSTEE TRUSTEE TRUSTEE TRUSTEE TRUSTEE TRUSTEE

8 (A) (B) Name and business address Description of services Highest compensated employee (12) DR. RAYMOND BRIGHAM TRUSTEE (13) ANNE HEARN TRUSTEE (14) STACEY HUNT TRUSTEE (15) REV. HARRY KAHL TRUSTEE (16) KIM KLEBERG TRUSTEE (17) CECILIA LEVINE TRUSTEE (18) BISHOP JAMES E. DORFF TRUSTEE (19) BISHOP JOEL MARTINEZ TRUSTEE ,185 25, ,185 25,051 (C) Compensation 0

9 (A) (B) Name and business address Description of services Highest compensated employee (20) REV. STEVE MC ELROY TRUSTEE (21) RICK EASON TRUSTEE (22) NADINE HARDIN-MILLER TRUSTEE (23) BISHOP JOHN HARDT TRUSTEE (24) REV. JOHN ROSENBURG TRUSTEE (25) REV. SCOTT MOON TRUSTEE (26) REV. DAVID SEVERE TRUSTEE (27) CARMEN PEREZ TRUSTEE (C) Compensation

10 Highest compensated employee (28) CARLOS RAMIREZ TRUSTEE (29) DR. DON RENSHAW TRUSTEE (30) OSCAR SUAREZ TRUSTEE (31) TANIA SCHWARTZ TRUSTEE (32) DR. ANDY STOKER TRUSTEE (33) HUGO VARGAS TRUSTEE (34) REV. SHARON YEAHQUO TRUSTEE (35) JUDY BENSON TRUSTEE (A) (B) Name and business address Description of services (C) Compensation

11 Highest compensated employee (36) MIKE DIPP, JR. TRUSTEE (37) LEAH TAYLOR TRUSTEE (38) PATTY BRUCE TRUSTEE EMERITUS (39) DR. SOCORRO DE ANDA PRESIDENT , ,861 (40) CHARLES CASIANO CFO , , ,185 25,051 (A) (B) Name and business address Description of services (C) Compensation

12 Program Service Revenue Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above Noncash contributions included in lines 1a-1f: Less: rental exps. Rental inc. or (loss) Gross amount from sales of assets other than inventory Less: cost or other basis & sales exps. Gross income from fundraising events (not including of contributions reported on line 1c). See Part IV, line 18 Gross income from gaming activities. See Part IV, line ,687 1,227,085 1,848,772 TUITION AND FEES ,602,127 1,602,127 FOOD SERVICE INCOME , ,815 24,375 10,595 13,780 13,500 19,353-5,853 1,854,942 83,582 83,582 13,780 13,780-5,853-5,853 OTHER REVENUE ,677 12,677 12,677 3,807,900 1,854, ,186

13 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Professional fundraising services. See Part IV, line 17 Other. (If line 11g amount exceeds 10% of line 25, column 187, , , , , ,185 1,316,415 1,144, ,541 89,187 68,964 20, , ,369 34, ,363 93,071 27,292 12,200 12,200 51,000 51,000 8,414 8,414 (A) amount, list line 11g expenses on Schedule O.) 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.) Total functional expenses. Add lines 1 through 24e 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 if following SOP 98-2 (ASC ) 20,294 20,294 64,870 22,386 18,598 23,886 18,730 14,984 3,746 87,834 74,659 13,175 36,529 16,291 4,073 16,165 20,291 15,047 5,244 66,661 48,002 18, , ,121 53,131 73,870 59,096 14,774 FOOD SERVICE 166, ,614 SUPPLIES 97,009 80,443 16,566 CAPITAL CAMPAIGN EPENSES 95,304 95,304 REPAIRS AND MAINTENANCE 75,523 60,418 15,105 81,168 81,168 3,407,236 2,619, , ,921

14 1,039,389 1,190, ,000 11,416 12,234 53,889 53,460 6,510,141 2,559,502 3,803,059 3,950,639 3,433,172 3,599, ,215 8,341,137 8,914, , , , ,935 1,852,492 1,862,892 2,332,127 2,382,437 5,219,607 5,512, ,403 1,020,122 6,009,010 6,532,478 8,341,137 8,914,915

15 3,807,900 3,407, ,664 6,009, ,804 6,532,478

16 (Form 990 or 990-EZ) Information about Schedule A (Form 990 or 990-EZ) and its instructions is at (iv) Is the organization listed in your governing document?

17 Calendar year (or fiscal year beginning in) Public support. Subtract line 5 from line 4. Calendar year (or fiscal year beginning in)

18 Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and membership fees received. (Do not include any "unusual 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 Gross receipts from activities that are not an unrelated trade or business under section 513 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 Calendar year (or fiscal year beginning in) grants.") Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on

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25 ,865,405 19,892 67,591 46,198 8,394 2,898,296 3,057,939 48, ,637 92,780 8,936 2,865,405 3,036,606 8, , ,998 9,665 3,057,939 2,994,643 19, ,846 71,852 10,832 3,036,606 2,952,185 31,888 73,083 52,283 10,230 2,994, , ,054 3,653,329 3,653,329 1,903,758 2,559, ,744 3,950,639

26 INVESTMENTS 3,599,631 END-OF-YEAR MARKET VALUE 3,599,631

27 PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS 122,804 10,595 10,595 3,941, ,399 3,807,900 3,807,900 3,417,831 10,595 3,407,236 3,407,236 THE QUASI-ENDOWMENTS HAVE A BOARD-IMPOSED USE RESTRICTION FOR CAPITAL PRESERVATION FOR FUTURE BENEFIT OF THE SCHOOL. PART I, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER RENTAL EPENSES $ 10,595 PART II, LINE 2D - EPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER RENTAL EPENSES $ 10,595

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29 POLICY DESCRIBED ON WEBSITE.

30 SCH E - FINANCIAL AID OR GOVERNMENT ASSISTANCE EPLANATION TDA FOOD LUNCH PROGRAM ASSISTANCE.

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33 TUITION ASSISTANCE MEICO ,345 REDUCE TUITION

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35 PART V - ADDITIONAL INFORMATION PART III - ACCOUNTING METHOD USED FOR TUITION ASSISTANCE: ACCRUAL METHOD. PART III - NUMBER OF RECEIPIENTS DETERMINATION: ACTUAL NUMBER ASSISTED.

36 (iii) Did fund- raiser have custody or control of contributions? CHURCH DEVELOPMENT & FINANCE ASSOC VICKERY BLVD. DALLAS T CONTRIBS. 0 51,000-51,000 ALL STATES 51,000-51,000

37 Gross income (line 1 minus line 2)

38 CHURCH DEVELOPMENT & FINANCE ASSOC. PAID FOR GENERAL CONTRIBUTION ACQUISTION SCH G, PART I, LINE 2B, COL (V) - FUNDRAISING VS. REIMBURSEMENT EPLANATION

39 (c) IRC (d) Amount of cash (e) Amount of noncash assistance other) non-cash assistance or (f) Method of valuation (g) Description of (h) Purpose of grant section (book, FMV, appraisal, if applicable grant assistance

40 TUITION ASSISTANCE ,685 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE SCHOOL AWARDS SCHOLARSHIPS TO LYDIA PATTERSON STUDENTS. THE REGISTRAR'S OFFICE KEEPS A LIST OF THE VARIOUS SCHOLARSHIPS AWARDED. THE LIST IS UPDATED EVERY SI WEEKS AT THE END OF EACH GRADING PERIOD. SCHOLARSHIP STUDENTS' PROGRESS IS MONITORED BY THE TEACHERS AND THE SCHOOL PRINCIPAL.

41 FORM ORGANIZATION'S MISSION TO REPRESENT THE CHRISTIAN FAITH AS UNDERSTOOD BY THE UNITED METHODIST CHURCH. TO PROVIDE QUALITY BI-LINGUAL, CROSS-CULTURAL ACADEMIC EDUCATION. TO PROVIDE A CENTER WHERE LOCAL CHURCH LEADERS, CLERGY AND LAY, MAY RECEIVE TRAINING EPERIENCE IN EFFECTING CHRISTIAN WITNESS AND MINISTRY, AND TO DEVELOP LEADERSHIP SKILLS. FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COPY OF FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF TRUSTEES. AFTER REVIEW AND DISCUSSION, THE RETURN IS FILED. FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY THE BOARD REVIEWS AND ENFORCES COMPLIANCE WITH THE POLICY DURING ITS REGULAR MEETINGS FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL THE BOARD OF TRUSTEE EVALUATES THE PRESIDENT AND DETERMINES REASONABLENESS OF COMPENSATION. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS THE BOARD OF TRUSTEE EVALUATES KEY EMPLOYEES AND DETERMINES REASONABLE COMPENSATION. FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EPLANATION THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND

42 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART I, LINE 9 - OTHER CHANGES IN NET ASSETS EPLANATION RENTAL EPENSES $ 10,595 RENTAL EPENSES $ -10,595 PAGE 1 OF 1

43 Legal domicile (state or foreign country) SOUTH CENTRAL JURISDICTION OF THE 3160 W. BRITTON RD, SUITE F OKLAHOMA CITY OK Public charity status (if section 501(c)(3)) RELIGIOUS OK 501C3 1 N/A

44 Legal domicile (state or foreign country) Dispro- portionate alloc.? General or managing partner? Yes No Yes No Percentage ownership

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46 Legal domicile (state or foreign country) Predominant income (related, unrelated, excluded from tax under sections ) Are all partners section 501(c)(3) organizations? Disproportionate allocations? Percentage ownership

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