SPOTSYLVANIA EDUCATION FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SPOTSYLVANIA EDUCATION FOUNDATION (EIN 54-1663109)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202111379349202316
- Schema version
- 2019v5.2
- 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 | 2021-05-17T12:18:12-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475492728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTG LLP DBA AYREE P RICE CPA AND ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 AMELIA STREET | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541663109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOTSYLVANIA EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPOT | BusinessNameControlTxt |
| Phone | 5406045690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AYREE CUPKA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5408403610 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AYREE D CUPKA | PreparerPersonNm |
| PTIN | P01307434 | PTIN |
| Phone | 5406045690 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.SEF4EDUCATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $58,949 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $55,730 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,219 | InvestmentIncomeAmt |
| Total Revenue | $58,949 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $35,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $22,964 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $368 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $26,031 | OtherExpensesTotalAmt |
| Total Expenses | $84,363 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$25,414 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $244,233 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $218,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,393 | BOYAmt |
| EOY | $107,173 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,024 | BOYAmt |
| EOY | $111,646 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,417 | BOYAmt |
| EOY | $218,819 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,233 | BOYAmt |
| EOY | $218,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE PURPOSE OF IMPROVING EDUCATIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS. TO PROVIDE SUPPORT AND RECOGNITION TO STAFF AND STUDENTS FOR INNOVATIVE PROGRAMS AND PROJECTS THAT ENHANCE THE QUALITY OF EDUCATION IN PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS. TO PROVIDE SUPPORT AND RECOGNITION TO STAFF AND STUDENTS FOR INNOVATIVE PROGRAMS AND PROJECTS THAT ENHANCE THE QUALITY OF EDUCATION IN SPOTSYLVANIA COUNTY PUBLIC SCHOOLS, AND TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTION AND ENHANCE EXISTING SCHOOL PROGRAMS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE SPOTSYLVANIA EDUCATION FOUNDATION IS DEDICATED TO SEEKING PRIVATEFUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OFINSTRUCTIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS SPOTSYLVANIA COUNTY PUBLIC SCHOOLS, AND TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTION AND ENHANCE EXISTING SCHOOL PROGRAMS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $35,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $76,987 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,987 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DR RAYMOND A BELL JR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAEL COOPER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE COSGROVE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA DICKINSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE FINES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN JACOBS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZANNE MONROE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRETCHEN RUSDEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES RUSDEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANGELA SULLIVAN | ||||
| EXECUTIVE DIRECTOR | 18.00 | $662 | $0 | $0 |
| CHRIS FINES | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| CASSIE KIMBERLIN | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5406045690 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $18,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,730 | CurrentTaxYearAmt |
| Total | $189,823 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $109,944 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,730 | CurrentTaxYearAmt |
| Total | $299,767 | 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 | $299,767 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,219 | CurrentTaxYearAmt |
| Total | $14,437 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,219 | CurrentTaxYearAmt |
| Total | $14,437 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,949 | CurrentTaxYearAmt |
| Total | $314,204 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96190 | PublicSupportPY509Pct |
| Investment Income CY | 0.04590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03810 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: UNITED BANK - INTEREST INCOME. AMOUNT: 39. DESCRIPTION: DAVENPORT - DIVIEND INCOME. AMOUNT: 3,180. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,219. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SPOTSYLVANIA COUNTY PUBLIC SCHOOLS. GRANTEE ADDRESS: 8020 RIVER STONE DR SPOTSYLVANIA, VA 22407. AMOUNT GIVEN: 35,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MARKETING. AMOUNT: 2,988. DESCRIPTION: OPERATIONS EXPENSE. AMOUNT: 3,649. DESCRIPTION: RACE4ED. AMOUNT: 313. DESCRIPTION: ROVER SUPPLIES. AMOUNT: 3,003. DESCRIPTION: TEACHER OF THE YEAR. AMOUNT: 4,038. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 4,664. DESCRIPTION: OTHER EXPENSES. AMOUNT: 7,376. TOTAL TO FORM 990-EZ, LINE 16: 26,031. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: DAVENPORT INVESTMENTS. BEG. OF YEAR AMOUNT: 116,024. END OF YEAR AMOUNT: 111,646. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 184. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |