UNION ENDICOTT EDUCATION FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNION ENDICOTT EDUCATION FOUNDATION INC (EIN 20-0877503)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-25
- IRS object ID
- 202443049349200734
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T12:34:53-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464308610 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERETORE ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 GARFIELD AVE | AddressLine1Txt |
| City | ENDICOTT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200877503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION-ENDICOTT EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191 | AddressLine1Txt |
| City | ENDICOTT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6076218404 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK PERETORE | PreparerPersonNm |
| PTIN | P01506936 | PTIN |
| Phone | 6077854070 | PhoneNum |
| Preparation | 2024-10-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | UEK12.ORG/UEEF.ASPX | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $24,493 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,909 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $7,239 | ProgramServiceRevenueAmt |
| Investment Income | $2,345 | InvestmentIncomeAmt |
| Special Events Direct Expenses | $602 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$602 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $23,891 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $10,888 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $10,002 | OtherExpensesTotalAmt |
| Total Expenses | $20,890 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,001 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $80,880 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,398 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $82,483 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,887 | BOYAmt |
| EOY | $95,332 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,887 | BOYAmt |
| EOY | $95,332 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,007 | BOYAmt |
| EOY | $12,849 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,880 | BOYAmt |
| EOY | $82,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | OUR MISSION IS TO SUPPORT ENHANCE AND | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | AWARDED INNOVATIONS GRANTS TO U-E TEACHERS. THIS ANNUAL PROGRAM DISTRIBUTES FUNDS FOR EDUCATIONAL PROJECTS WHICH PROVIDE INNOCATIVE AND CREATIVE EDUCATIONAL OPPORTUNITIES THROUGHO | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| GREG AMEND | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| SUZANNE STEPHENSON | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BETTY CASEY | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| DICK TESTA | ||||
| BOARD EX-OFFICIO | 1.00 | $0 | $0 | $0 |
| ANDREA DECKER | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| STEVE THESIER | ||||
| FINANCIAL SECRETARY | 1.00 | $0 | $0 | $0 |
| NICOLE WOLFE | ||||
| EX-OFFICIO | 1.00 | $0 | $0 | $0 |
| PAMELA PORTLAND | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| SUE BACHMAN | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| JOYCE KNUEPFER | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| JESSICA CARL | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| BARBARA FIALA | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARIO SALATI | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| DENNIS SWEENEY | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| TOM MITCHELL | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG AMEND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 SEYMOUR RD | AddressLine1Txt |
| City | VESTAL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6076218404 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,909 | CurrentTaxYearAmt |
| Total | $67,239 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,240 | CurrentTaxYearAmt |
| Total | $27,284 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,149 | CurrentTaxYearAmt |
| Total | $94,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,523 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,345 | CurrentTaxYearAmt |
| Total | $2,345 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,345 | CurrentTaxYearAmt |
| Total | $2,345 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,494 | CurrentTaxYearAmt |
| Total | $96,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97580 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | ACTIVITY FUNDED GRANTS AMOUNT 10,888 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTPO BOX RENTAL 194PRINTING & COPYING 87MARKETING 1,040NYCON 60INSURANCE 322NYS FEE 50PROFESSIONAL FEES 500EXPENSES FOR PAVERS 6,818OTHER 931 |
| Other changes in net assets or fund balances Part I line 20 | DESCRIPTION AMOUNTTRANSFERRED TO BOARD DESIGNATED (1,398) |
| Description of total liabilities Part II line 26 | CATEGORY BEGINNING OF YEAR END OF YEARBOARD DESIGNATED GRANTS 8,520 12,405GRANTS PAYABLE 0 444RESTRICTED FUNDS 2,487 0 |