COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202021359349301777
- Schema version
- 2018v3.2
- 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 | 2020-05-14T11:12:14-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954367454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOR EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2126490615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL S CHALSTY | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 2126490615 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2020-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.8.122.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-14 | IPDt |
| IP Tm | 11:12:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAB9ED1E533C5919F7D53A0ADD517BEBE257D565 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAB9ED1E533C5919F7D53A0ADD517BEBE257D565 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERCOMING OBSTACLES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JILL S CHALSTY | PrincipalOfficerNm |
| Gross Receipts | $15,209,457 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OVERCOMINGOBSTACLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION K-12 PROGRAM TO ALL EDUCATORS FREE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $595,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,143,622 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,299 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,991,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,314 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,432,929 | CYOtherRevenueAmt |
| PY Total Revenue | $737,967 | PYTotalRevenueAmt |
| CY Total Revenue | $8,701,838 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,585 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $144,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,790 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,226 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $395,452 | PYOtherExpensesAmt |
| CY Other Expenses | $528,721 | CYOtherExpensesAmt |
| PY Total Expenses | $546,555 | PYTotalExpensesAmt |
| CY Total Expenses | $741,096 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $191,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,960,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,795,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,758,121 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,577 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,738,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,699,544 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION K-12 PROGRAM TO ALL EDUCATORS FREE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $693,533 | ExpenseAmt |
| Grant | $8,585 | GrantAmt |
| Desc | CURRICULUM DEVELOPMENT & DISTRIBUTION - THE PROGRAM PROVIDES EDUCATORS WITH LESSONS DESIGNED TO TEACH STUDENTS COMMUNICATION, DECISION MAKING, GOAL SETTING, CHARACTER DEVELOPMENT, RESPECT AND RESPONSIBILITY, CONFLICT RESOLUTION, PROBLEM SOLVING AND STUDY SKILLS. OTHER SKILLS ADDRESSED ARE TIME MANAGEMENT, STRESS AND ANGER MANAGEMENT, SERVICE LEARNING AND LEADERSHIP. FOR THE HIGH SCHOOL LEVEL THE PROGRAM OFFERS ADDITIONAL LESSONS, COLLEGE PREPARATION, CAREER PREPARATION, AND FINANCIAL MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,643 | ExpenseAmt |
| Desc | PROFESSIONAL DEVELOPMENT - PROVIDES COMPREHENSIVE ORIENTATION FOR THOSE SEEKING TO USE THE CURRICULUM TO ITS FULLEST EXTENT. THE ORIENTATION INCLUDES AN INTRODUCTION TO THE METHODOLOGY AND STRUCTURE OF THE PROGRAM, HANDS-ON EXPERIENCE WITH THE CURRICULUM MATERIALS, LESSON MODELING AND ANALYSIS AND ASSISTANCE WITH PLANNING FOR IMPLEMENTATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $718,176 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CO SILVERCREST ASSET MGMT GROUP | PersonNm |
| Phone | 2126490600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JILL S CHALSTY | ||||||
| CHAIRPERSON | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D GELFAND | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDRA BROSSARD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES E BUCKMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN S CHALSTY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERONE H KENNEDY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART SUBOTNICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEOFFREY STERN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE ROWE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CODY FITZSIMMONS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCENT CAPONE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY WRINKLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN LAUFER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $8,143,622 | AllOtherContributionsAmt |
| Noncash Contributions | $8,005,034 | NoncashContributionsAmt |
| Total Contributions | $8,143,622 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,171 | TotalRevenueColumnAmt |
| Exclusion | $273,171 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,225,593 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,507,619 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,717,974 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,717,974 | TotalRevenueColumnAmt |
| Exclusion | $3,717,974 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | $191 | $191 |
| CHANGE IN UNREALIZED G/L | -$3,433,120 | -$3,433,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$3,432,929 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,701,838 | TotalRevenueColumnAmt |
| Exclusion | $558,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,585 | TotalAmt |
| Program Services | $8,585 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,331 | TotalAmt |
| Program Services | $173,214 | ProgramServicesAmt |
| Management And General | $9,117 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435 | TotalAmt |
| Program Services | $6,246 | ProgramServicesAmt |
| Management And General | $189 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,024 | TotalAmt |
| Program Services | $14,440 | ProgramServicesAmt |
| Management And General | $584 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,329 | TotalAmt |
| Program Services | $27,329 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,110 | TotalAmt |
| Program Services | $19,200 | ProgramServicesAmt |
| Management And General | $2,510 | ManagementAndGeneralAmt |
| Fundraising | $2,400 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,609 | TotalAmt |
| Program Services | $30,087 | ProgramServicesAmt |
| Management And General | $3,761 | ManagementAndGeneralAmt |
| Fundraising | $3,761 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,993 | TotalAmt |
| Program Services | $361,993 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,258 | TotalAmt |
| Program Services | $26,258 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821 | TotalAmt |
| Program Services | $821 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,350 | TotalAmt |
| Program Services | $6,033 | ProgramServicesAmt |
| Management And General | $317 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,111 | TotalAmt |
| Program Services | $37,960 | ProgramServicesAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654 | TotalAmt |
| Program Services | $524 | ProgramServicesAmt |
| Management And General | $65 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,486 | TotalAmt |
| Program Services | $5,486 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,096 | TotalAmt |
| Program Services | $718,176 | ProgramServicesAmt |
| Management And General | $16,694 | ManagementAndGeneralAmt |
| Fundraising | $6,226 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,940 | BOYAmt |
| EOY | $94,697 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,240 | BOYAmt |
| EOY | $261,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,230 | BOYAmt |
| EOY | $2,848 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,614 | BOYAmt |
| EOY | $9,364,773 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,045 | BOYAmt |
| EOY | $3,115 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94 | BOYAmt |
| EOY | $30,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,163 | BOYAmt |
| EOY | $9,758,121 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,361 | BOYAmt |
| EOY | $58,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,361 | BOYAmt |
| EOY | $58,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,667 | BOYAmt |
| EOY | $8,896,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,135 | BOYAmt |
| EOY | $203,414 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,802 | BOYAmt |
| EOY | $9,699,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,163 | BOYAmt |
| EOY | $9,758,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,960,742 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,185,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $772,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $816,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $595,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,143,622 | CurrentTaxYearAmt |
| Total | $11,512,851 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,185,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $772,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $816,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $595,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,143,622 | CurrentTaxYearAmt |
| Total | $11,512,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,667,861 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,844,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,171 | CurrentTaxYearAmt |
| Total | $391,020 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191 | CurrentTaxYearAmt |
| Total | $108,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,012,319 | TotalSupportAmt |
| Public Support CY170 | 0.15360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 108,448 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,461,614 | BeginningYearBalanceAmt |
| Contributions | $8,143,813 | ContributionsAmt |
| Investment Earnings Or Losses | $558,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $741,095 | OtherExpendituresAmt |
| End Year Balance | $9,422,356 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,325,334 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $142,102 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,461,614 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $609,097 | BeginningYearBalanceAmt |
| Contributions | $591,931 | ContributionsAmt |
| Investment Earnings Or Losses | $124,306 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,325,334 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $714,654 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $103,405 | OtherExpendituresAmt |
| End Year Balance | $609,097 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $712,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,884 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $714,654 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02160 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,141 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $41,293 | DepreciationAmt |
| Book Value | $2,848 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,848 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,701,838 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $8,701,838 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,701,838 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $741,096 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $741,096 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $741,096 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XIII | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS TO BE USED TO ENSURE THE ORGANIZATION CAN CONTINUE ITS MISSION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $8,585 | CashGrantAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP | |||
| CEF'S TREASURER | $37,609 | INVESTMENT ADVISORY | false |
| SILVERCREST ASSET MANAGEMENT GROUP | |||
| CEF'S TREASURER | $24,000 | ACCOUNTING SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SILVERCREST ASSET MANAGEMENT GROUP, LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ORGANIZATION'S TREASURER IS A MANAGING DIRECTOR. (D) DESCRIPTION OF TRANSACTION: ACCOUNTING SERVICES | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,005,034 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | JILL CHALSTY JOHN S. CHALSTY CHAIRMAN BOARD MEMBER SPOUSES |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT IS PROVIDED TO THE CHAIRPERSON AND TREASURER TO APPROVE. THE FORM 990 WILL BE DISTRIBUTED TO ALL BOARD MEMBERS IN THE SUBSEQUENT QUARTER, BUT NOT BEFORE FILING BECAUSE OF TIME CONSTRAINTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. ALL CONFLICTS ARE BROUGHT TO MANAGEMENT FOR RESOLUTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DECIDES THE COMPENSATION BASED ON METHODS THAT INCLUDE COMPARABILITY DATA AND REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS DECIDES THE COMPENSATION BASED ON METHODS THAT INCLUDE COMPARABILITY DATA AND REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PROVIDES THESE DOCUMENTS UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVICES 361,993 0 0 |