TED CARLETON EDUCATION FOUNDATION INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TED CARLETON EDUCATION FOUNDATION INC (EIN 06-1662002)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-14
- IRS object ID
- 202311959349200846
- Schema version
- 2021v4.2
- 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 | 2023-07-14T14:42:48-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061662002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED CARLETON EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN BARBOUR | InCareOfNm |
| Business Name Control | TEDC | BusinessNameControlTxt |
| Phone | 7704580093 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4555 MANSELL RD 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BARBOUR | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7704580093 | PhoneNum |
| Signature | 2023-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | BARBOUR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRE J LINAHAN | PreparerPersonNm |
| PTIN | P01372980 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2023-07-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | WWW.IIAG.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $72,983 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $53,305 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,315 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $18,363 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $70,068 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$51,705 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $2,915 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $2,400 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Other Expenses Total | $1,000 | OtherExpensesTotalAmt |
| Total Expenses | $3,400 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$485 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $131,155 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,455 | BOYAmt |
| EOY | $132,470 | 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 | $2,400 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,855 | BOYAmt |
| EOY | $132,470 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700 | BOYAmt |
| EOY | $1,800 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,155 | BOYAmt |
| EOY | $130,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE HIGH ETHICAL STANDARDS WITHIN THE INSURANCE INDUSTRY AND TO EDUCATE THE PUBLIC ABOUT THE INSURANCE INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE PROVISION OF EDUCATIONAL PRODUCTS AND SERVICES TO PERSONS IN THE INSURANCE INDUSTRY AND TO THE GENERAL PUBLIC IN ORDER TO PROMOTE HIGH PROFESSIONAL STANDARDS IN THE INSURANCE INDUSTRY AND TO IMPROVE THE GENERAL PUBLIC UNDERSTANDING OF THE INSURANCE INDUSTRY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $2,400 | GrantsAndAllocationsAmt |
| Program Service Expenses | $2,400 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,400 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOHN BARBOUR | ||||
| CEO | 5.0 | $0 | $0 | $0 |
| ASH SMITH | ||||
| IMMEDIATE PAST PRESIDENT | 1.0 | $0 | $0 | $0 |
| ASHLEY HINES-ELLIS | ||||
| PRESIDENT | 1.0 | $0 | $0 | $0 |
| JIMBO FLOYD | ||||
| SECRETARY-TREASURER | 1.0 | $0 | $0 | $0 |
| MIKE IVERSON | ||||
| PRESIDENT-ELECT | 1.0 | $0 | $0 | $0 |
| WENDI HAMBY WASHOWICH | ||||
| VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| STARK HARBOUR | ||||
| NATIONAL DIRECTOR | 1.0 | $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 |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| 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 | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BARBOUR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4555 MANSELL ROAD 300 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7704580093 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| 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 |
| 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 | $2,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,305 | CurrentTaxYearAmt |
| Total | $147,735 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,979 | CurrentTaxYearMinus3YearsAmt |
| Total | $11,984 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,305 | CurrentTaxYearAmt |
| Total | $159,719 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $159,719 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,315 | CurrentTaxYearAmt |
| Total | $8,465 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,315 | CurrentTaxYearAmt |
| Total | $8,465 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,620 | CurrentTaxYearAmt |
| Total | $168,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94967 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93822 | PublicSupportPY509Pct |
| Investment Income CY | 0.05033 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06178 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | YACCHARITY GOLF | Event1Nm |
| Gross Receipts Event1 | $58,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,225 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,025 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $750 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,610 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $953 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $525 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $54,312 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE TOSS | Event2Nm |
| Gross Receipts Event2 | $5,338 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,338 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,918 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $63,588 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,225 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,363 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $750 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,610 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $953 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $525 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,230 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $70,068 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$51,705 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Information | GamingInformationGrp |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990EZ PART I LINE 16 | FormAndLineReferenceDesc |
| Explanation | Description:MISCELLANEOUS EXPENSES Amount:1000 | ExplanationTxt |