LANCASTER-LEBANON EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANCASTER-LEBANON EDUCATION FOUNDATION (EIN 13-4281183)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-31
- IRS object ID
- 202540909349300954
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T10:59:10-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251644159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN PLUS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 NEW HOLLAND AVE SUITE 101 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134281183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER-LEBANON EDUCATION FOUNDAT | BusinessNameLine1Txt |
| Business Name Line2 | C/O LANCASTER-LEBANON IU 13 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANC | BusinessNameControlTxt |
| Phone | 7176061873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NEW HOLLAND AVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM MCCARTNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7176061600 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN FENNER CPA | PreparerPersonNm |
| PTIN | P02099751 | PTIN |
| Phone | 7175811040 | PhoneNum |
| Preparation | 2025-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAM MCCARTNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NEW HOLLAND AVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $179,365 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LLEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | LANCASTER-LEBANON EDUCATION FOUNDATION (LLEF) PROVIDES FINANCIAL AND OTHER SUPPORT TO ENHANCE LEARNING OPPORTUNITIES AND EDUCATIONAL PROGRAMS THAT BENEFIT AND IMPROVE THE LIVES OF STUDENTS OF ALL AGES WITHIN IU13 AND/OR SCHOOL DISTRICTS IN LANCASTER/LEBANON COUNTIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $284,693 | PYContributionsGrantsAmt |
| CY Contributions Grants | $163,766 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,786 | PYOtherRevenueAmt |
| CY Other Revenue | $4,735 | CYOtherRevenueAmt |
| PY Total Revenue | $295,479 | PYTotalRevenueAmt |
| CY Total Revenue | $168,501 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $182,246 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $254,659 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,676 | PYOtherExpensesAmt |
| CY Other Expenses | $11,944 | CYOtherExpensesAmt |
| PY Total Expenses | $194,922 | PYTotalExpensesAmt |
| CY Total Expenses | $266,603 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$98,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $351,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $378,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $179,898 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $296,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $198,588 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LANCASTER-LEBANON EDUCATION FOUNDATION (LLEF) PROVIDES FINANCIAL AND OTHER SUPPORT TO ENHANCE LEARNING OPPORTUNITIES AND EDUCATIONAL PROGRAMS THAT BENEFIT AND IMPROVE THE LIVES OF STUDENTS OF ALL AGES WITHIN IU13 AND/OR SCHOOL DISTRICTS IN LANCASTER/LEBANON COUNTIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $51,034 | ExpenseAmt |
| Grant | $51,034 | GrantAmt |
| Desc | COMMUNITY INVESTMENT GRANT - LLEF ACTED AS FISCAL AGENT FOR A COMMUNITY INVESTMENT GRANT FROM THE UNITED WAY OF LANCASTER COUNTY, WHICH HELPS IU13'S COMMUNITY EDUCATION PROGRAM PROVIDE PROGRAMMING FOR LOCAL REFUGEES AND IMMIGRANTS, SPECIFICALLY CULTURAL NAVIGATION SERVICES AND LEADERSHIP TRAINING FOR REFUGEES IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,000 | ExpenseAmt |
| Grant | $45,000 | GrantAmt |
| Desc | RE-ENTRY STEM COMMUNITY PROJECT FROM STEINMAN FOUNDATION STEM ALLIANCE ADVISORY BOARD PROVIDED FUNDING FOR PRE-RELEASE EMPLOYMENT AND CAREER PLANNING FOR INMATES AT THE LANCASTER COUNTY PRISON. SERVICES INCLUDE CAREER COUNSELING, OCCUPATIONAL SKILLS TRAINING, INDUSTRY-CERTIFIED CREDENTIAL PROGRAMS, WITH THE GOAL OF HELPING REENTRANTS ACHIEVE FINANCIAL STABILITY SOON AFTER RELEASE FROM PRISON. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,000 | ExpenseAmt |
| Grant | $45,000 | GrantAmt |
| Desc | COMMUNITY EDUCATION GRANT FROM TRUIST BANK PROVIDED FUNDING FOR THE CONTINUATION OF THE CAREER PATHWAYS FOR ENGLISH LEARNERS PROGRAM FOR REFUGEE ARRIVALS FROM VARIOUS COUNTRIES. SERVICES INCLUDE CULTURAL NAVIGATION, CASE MANAGEMENT, AND INTEGRATED EDUCATION AND TRAINING PROGRAMS, WITH A GOAL OF HELPING PARTICIPANTS REACH FINANCIAL SECURITY AND ECONOMIC MOBILITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $113,625 | ExpenseAmt |
| Grant | $113,625 | GrantAmt |
| Desc | ASSISTIVE TECHNOLOGY - PURCHASE OF DEVICES, SOFTWARE, OR EQUIPMENT FOR STUDENTS IN IU13 CLASSROOMS. SOME EXAMPLES OF ASSISTIVE TECHNOLOGY ARE TEXT-TO-SPEECH, WORD PREDICTION, AND EVEN PENCIL GRIPS. COMMUNITY EDUCATION/STUDENT ASSISTANCE - SUPPORT FOR ADULTS, FAMILIES, AND YOUTH TO HELP THEM MEET THEIR INDIVIDUAL GOALS, SUCH AS ATTAINING A HIGH SCHOOL EQUIVALENCY DIPLOMA, IMPROVING FLUENCY IN ENGLISH, GAINING U.S. CITIZENSHIP, AND/OR STRENGTHENING JOB SKILLS. EARLY INTERVENTION / ELECT = FINANCIAL SUPPORT FOR FAMILIES OF AND CHILDREN UNDER AGE SIX WITH DISABILITIES AND/OR THE NEED FOR SPECIALLY DESIGNED INSTRUCTION. MINI-GRANTS/EDUCATIONAL INNOVATION GRANTS - GRANT AWARDS TO IU13 STAFF TO FOSTER EDUCATIONAL INNOVATION OR SUPPORT A CREATIVE PROJECT WITHIN IU13 EDUCATIONAL PROGRAMS. REFUGEE CENTER - SUPPORT FOR REFUGEES AND IMMIGRANTS SERVED THROUGH IU13 COMMUNITY EDUCATION TO HELP THEM ACCESS COMMUNITY RESOURCES. SOCIAL WORK FUND/SEASON OF HOPE - IN PARTNERSHIP WITH IU13 SOCIAL WORKERS, FINANCIAL SUPPORT IS PROVIDED TO FAMILIES OF IU13 STUDENTS WHO NEED CLOTHING, FOOD, DIAPERS, BILLS, RENT, AND OTHER NECESSITIES. ECSES & IS PROGRAM SUPPORT - SUPPORT FOR PURCHASE OF MATERIALS AND SUPPLIES BY IU13'S SPECIAL EDUCATION SERVICES AND INSTRUCTIONAL SERVICES PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $113,625 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $113,625 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $254,659 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA DIMITRIOU | PersonNm |
| Phone | 7176061873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NEW HOLLAND AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SHERRY ZUBECK | |||||||
| IU13 LIASON | 2.00 | 40.00 | Yes (X) | $0 | $192,415 | $94,729 | |
| JOEY BERTRAND | |||||||
| EXEC DIR AT | 6.00 | 40.00 | $0 | $169,875 | $92,968 | Yes (X) | |
| KATHRYN NEYER | |||||||
| TREASURER | 2.00 | 40.00 | Yes (X) | $0 | $112,120 | $49,088 | Yes (X) |
| KRISTINA SLICK | |||||||
| VICE-CHAIR/S | 3.00 | 40.00 | Yes (X) | $0 | $89,010 | $51,822 | Yes (X) |
| REBECCA BREWER | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $76,742 | $56,793 | |
| AMANDA PAVEGLIO | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $84,813 | $47,301 | |
| CHRISTINA DIMITRIOU | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $82,377 | $38,025 | |
| MARITZA GARCIA | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $48,024 | $48,265 | |
| BRADDEN WEAVER | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $55,104 | $33,296 | |
| COLETTE CAIRNS | |||||||
| PAST-PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY DINKEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE ESTABROOK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA NIESLEY FULTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE HESS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT JACOBS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM MCCARTNEY | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHERRI WILLIAMS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $910,480 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $512,287 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $9,345 | FundraisingAmt |
| All Other Contributions | $154,421 | AllOtherContributionsAmt |
| Noncash Contributions | $9,345 | NoncashContributionsAmt |
| Total Contributions | $163,766 | TotalContributionsAmt |
| Fundraising Gross Income | $15,599 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,345 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,864 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,735 | TotalRevenueColumnAmt |
| Exclusion | $4,735 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,501 | TotalRevenueColumnAmt |
| Exclusion | $4,735 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,659 | TotalAmt |
| Program Services | $254,659 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,100 | TotalAmt |
| Management And General | $7,100 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65 | TotalAmt |
| Management And General | $65 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,999 | TotalAmt |
| Management And General | $2,999 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,780 | TotalAmt |
| Management And General | $1,780 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,603 | TotalAmt |
| Program Services | $254,659 | ProgramServicesAmt |
| Management And General | $11,944 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,260 | BOYAmt |
| EOY | $374,715 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,905 | BOYAmt |
| EOY | $3,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,554 | BOYAmt |
| EOY | $151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,719 | BOYAmt |
| EOY | $378,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75 | BOYAmt |
| EOY | $1,107 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,954 | BOYAmt |
| EOY | $178,791 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,029 | BOYAmt |
| EOY | $179,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,364 | BOYAmt |
| EOY | $132,785 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,326 | BOYAmt |
| EOY | $65,803 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,690 | BOYAmt |
| EOY | $198,588 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,719 | BOYAmt |
| EOY | $378,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$98,102 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER-LEBANON IU 13 | BusinessNameLine1Txt |
| Business Name Line2 | 1020 NEW HOLLAND AVENUE ANCASTER PA 17601 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231740422 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $266,032 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $266,032 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $237,686 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $69,185 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $69,185 | RevenueNotReportedAmt |
| Revenue Subtotal | $168,501 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $168,501 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $335,788 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $69,185 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $69,185 | ExpensesNotReportedAmt |
| Expenses Subtotal | $266,603 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $266,603 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BASKET BINGO | Event1Nm |
| Gross Receipts Event1 | $24,702 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,345 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,357 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,864 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,702 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,345 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,357 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,864 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,864 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,493 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER-LEBANON IU-13 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NEW HOLLAND AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231740422 | RecipientEIN |
| Cash Grant | $196,838 | CashGrantAmt |
| Purpose Of Grant | VARIOUS GRANTS | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES BUSINESSPLUS ACCOUNTING SOFTWARE AND LITTLE GREEN LIGHT DONOR SOFTWARE TO TRACK SPECIFIC GRANTS AND MONITORS EXPENDITURES THROUGH DIRECT OVERSIGHT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|
| SHERRY ZUBECK | |||
| IU13 LIASON | $192,415 | $94,729 | $287,144 |
| JOEY BERTRAND | |||
| EXEC DIR AT 6/30/24 | $169,875 | $92,968 | $262,843 |
| KATHRYN NEYER | |||
| TREASURER | $112,120 | $49,088 | $161,208 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | LANCASTER-LEBANON EDUCATION FOUNDATION (LLEF) PROVIDES FINANCIAL AND OTHER SUPPORT TO ENHANCE LEARNING OPPORTUNITIES AND EDUCATIONAL PROGRAMS THAT BENEFIT AND IMPROVE THE LIVES OF STUDENTS OF ALL AGES WITHIN IU13 AND/OR SCHOOL DISTRICTS IN LANCASTER/LEBANON COUNTIES. |
| FORM 990, PAGE 2, PART III, LINE 4D | ASSISTIVE TECHNOLOGY - PURCHASE OF DEVICES, SOFTWARE, OR EQUIPMENT FOR STUDENTS IN IU13 CLASSROOMS. SOME EXAMPLES OF ASSISTIVE TECHNOLOGY ARE TEXT-TO-SPEECH, WORD PREDICTION, AND EVEN PENCIL GRIPS. COMMUNITY EDUCATION/STUDENT ASSISTANCE - SUPPORT FOR ADULTS, FAMILIES, AND YOUTH TO HELP THEM MEET THEIR INDIVIDUAL GOALS, SUCH AS ATTAINING A HIGH SCHOOL EQUIVALENCY DIPLOMA, IMPROVING FLUENCY IN ENGLISH, GAINING U.S. CITIZENSHIP, AND/OR STRENGTHENING JOB SKILLS. EARLY INTERVENTION / ELECT = FINANCIAL SUPPORT FOR FAMILIES OF AND CHILDREN UNDER AGE SIX WITH DISABILITIES AND/OR THE NEED FOR SPECIALLY DESIGNED INSTRUCTION. MINI-GRANTS/EDUCATIONAL INNOVATION GRANTS - GRANT AWARDS TO IU13 STAFF TO FOSTER EDUCATIONAL INNOVATION OR SUPPORT A CREATIVE PROJECT WITHIN IU13 EDUCATIONAL PROGRAMS. REFUGEE CENTER - SUPPORT FOR REFUGEES AND IMMIGRANTS SERVED THROUGH IU13 COMMUNITY EDUCATION TO HELP THEM ACCESS COMMUNITY RESOURCES. SOCIAL WORK FUND/SEASON OF HOPE - IN PARTNERSHIP WITH IU13 SOCIAL WORKERS, FINANCIAL SUPPORT IS PROVIDED TO FAMILIES OF IU13 STUDENTS WHO NEED CLOTHING, FOOD, DIAPERS, BILLS, RENT, AND OTHER NECESSITIES. ECSES & IS PROGRAM SUPPORT - SUPPORT FOR PURCHASE OF MATERIALS AND SUPPLIES BY IU13'S SPECIAL EDUCATION SERVICES AND INSTRUCTIONAL SERVICES PROGRAMS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY OF THE FORM 990 WILL BE PRESENTED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FINAL FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ORGANIZATION AND BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY DISCLOSING ANY CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER-LEBANON IU 13 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NEW HOLLAND AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231740422 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LANCASTER-LEBANON IU13 | ||
| B | $196,838 | CASH PAID |
| LANCASTER-LEBANON IU13 | ||
| M | $69,195 | PAYROLL PAID BY IU13 |