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ANDERSON FIVE EDUCATION FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FIVE EDUCATION FOUNDATION (EIN 47-2373444)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-13
IRS object ID
202043189349201019
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T07:54:18-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522212837PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENE FINNEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 E BUTLER RD STE C6AddressLine1Txt
CityMAULDINCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29662ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472373444EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON SCHOOL DISTRICT FIVEBusinessNameLine1Txt
Business Name Line2EDUCATIONAL FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone8642605000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 439AddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29622ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY HEARDPersonNm
Person TitleCFOPersonTitleTxt
Phone8642605000PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN DENISE EIDSON CPAPreparerPersonNm
PTINP01019423PTIN
Phone8644517381PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm07:54:18IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id87143FF57F53B30F250CBBD4A945DD21F6438903AtSubmissionCreationDeviceId
At Submission Filing Device Id87143FF57F53B30F250CBBD4A945DD21F6438903AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.ANDERSON5.NETWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$145,623GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$145,021ContributionsGiftsGrantsEtcAmt
Investment Income$602InvestmentIncomeAmt
Total Revenue$145,623TotalRevenueAmt
Grants And Similar Amounts Paid$4,225GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$57,483FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$86,895OtherExpensesTotalAmt
Total Expenses$148,603TotalExpensesAmt
Excess Or Deficit For Year-$2,980ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$269,656NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,676NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$285,350BOYAmt
EOY$269,932EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,816BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$287,166BOYAmt
EOY$269,932EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,510BOYAmt
EOY$3,256EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$269,656BOYAmt
EOY$266,676EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePROVIDE EDUCATION, SCHOLARSHIPS AND MATERIALS EXCLUSIVELY FOR THE BENEFIT OF ANDERSON SCHOOL DISTRICT FIVE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmtGrants And AllocationsGrantsAndAllocationsAmt
TEACHER AND INSTRUCTIONAL GRANTS AND MATERIALS TO SUPPORT EDUCATIONAL LEARNING. PROGRAMS INCLUDE - 1. PURCHASES FOR THE ANDERSON INSTITURE OF TECHNOLOGY FOR INCUBATOR LAB EQUPMENT. 2. EQUIPMENT AND SUPPLY PURCHASES FOR THE BOSCH LEARING LAB. 3. SUPPLIES FOR ONE SCHOOL ONE BOOK PROGRAM, READING CAMP BOOKS, AND TEACHER NEEDS.$134,604
HOMELESS FOUNDATION IS A PROGRAM TO HELP HOMELESS AND NEEDY STUDENTS WHEN THE FEDERAL MCKINNEY-VENTO HOMELESS PROGRAM MONEY CANNOT BE USED DUE TO RESTRICTIONS. ITEMS PURCHASED WITH THIS PROGRAM INCLUDE BUS PASSES, FOOD, MOTEL STAYS UNTIL TEMPORARY PLACEMENT IS FOUND, TELEPHONE COSTS, SALARY REIMBURSEMENTS AND SUPPLIES.$9,774
AVID SCHOLARSHIP, INITIATED DURING THE 2010 2011 SCHOOL YEAR TO HONOR THE ACCOMPLISHMENTS OF A GRADUATING SENIOR STUDENT, 3.0 GPA OR HIGHER, WHO HAD SUCCESSFULLY COMPLETED THE AVID PROGRAM DURING THEIR HIGH SCHOOL CAREER. AVID IS AN APPROVED ELECTIVE COURSE TAKEN DURING THE SCHOOL DAY. STUDENTS ARE SELECTED TO ENROLL IN AN AVID CLASS AFTER AN APPLICATION PROCESS. FOR ONE CLASS PERIOD A DAY, THEY LEARN ORGANIZATIONAL AND STUDY SKILLS, WORK ON CRITICAL THINKING AND ASKING PROBING QUESTIONS, GET ACADEMIC HELP FROM PEERS AND COLLEGE TUTORS, AND PARTICIPATE IN ENRICHMENT AND MOTIVATIONAL ACTIVITIES THAT MAKE COLLEGE SEEM ATTAINABLE. STUDENTS ENROLLED IN AVID ARE TYPICALLY REQUIRED TO ENROLL IN AT LEAST ONE OF THEIR SCHOOL'S TOUGHEST CLASSES, SUCH AS HONORS OR ADVANCED PLACEMENT, IN ADDITION TO THE AVID ELECTIVE. THE AVID CURRICULUM, BASED ON RIGOROUS STANDARDS, WAS DEVELOPED BY MIDDLE AND SENIOR HIGH SCHOOL TEACHERS IN COLLABORATION WITH COLLEGE PROFESSORS. IT IS DRIVEN BY THE WICOR METHOD, WHICH STANDS FOR WRITING, INQUIRY, COLLABORATION, ORGANIZATION AND READING. AVID CURRICULUM IS USED IN AVID ELECTIVE CLASSES AND IN CONTENT-AREA CLASSES (ENGLISH LANGUAGE ARTS, MATH, SCIENCE, AND SOCIAL STUDIES) IN AVID SCHOOLS. AVID SCHOLARSHIP, INITIATED DURING THE 2010 2011 SCHOOL YEAR TO HONOR THE ACCOMPLISHMENTS OF A GRADUATING SENIOR STUDENT, 3.0 GPA OR HIGHER, WHO HAD SUCCESSFULLY COMPLETED THE AVID PROGRAM DURING THEIR HIGH SCHOOL CAREER. THE NEEDY STUDENT FUND AWARDED A SCHOLARSHIP TO A STUDENT IN THE ADULT EDUCATION PROGRAM.$4,225$4,225
FieldValueIRS element (for citing)
Total Program Service Expenses$148,603TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN B WRIGHT
PRESIDENT0.10$0
ANDY PATRICK
VICE PRESIDE0.10$0
JULIE USHERWOOD
SECRETARY0.10$0
KYLE NEWTON
BOARD0.10$0
ANN HUITT
BOARD0.10$0
ADAM HOLLAND
BOARD0.10$0
LEE LUFF
BOARD0.10$0
TERENCE ROBERTS
BOARD0.10$0
MICHAEL CUNNINGHAM
BOARD0.10$0
DAMON GRAINGER
BOARD0.10$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON SCHOOL DISTRICT FIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 PEARMAN DAIRY RDAddressLine1Txt
CityANDERSONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29625ZIPCd
FieldValueIRS element (for citing)
Phone8642605000PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON SCHOOL DISTRICT FIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN576000222EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$148,603SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$148,603SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Governmental EntityYes (X)GovernmentalEntityInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION D, LINE 3THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO THE SCHOOL DISTRICT THROUGH THE ADMINISTRATION OF THE STATED PROGRAM SERVICE ACTIVITIES. PROGRAM SERVICE ACTIVITIES ARE DETERMINED BY THE SCHOOL DISTRICT.
PART IV, SECTION E, LINE 1CTHE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO THE SCHOOL DISTRICT AS DESCRIBED IN THE PROGRAM SERVICE ACTIVITIES.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES TECH SOFTWARE 1,000 SALARY REIMBURSEMENTS 447 HOMELESS STUDENT SERVICES 2,474 HOMELESS SUPPLIES 5,414 TEACHER GRANTS - SUPPLIES 9,774 OTHER PROGRAM SUPPLIES 3,230 MEALS 67 PROFESSIONAL DEVELOPMENT 520 TECHNOLOGY SUPPLIES 21,069 EQUIPMENT 42,900 TOTAL 86,895
FORM 990-EZ, PART II, LINE 24OTHER 1,816 0 TOTAL 1,816 0
FORM 990-EZ, PART II, LINE 26DUE TO GENERAL FUND 17,510 3,256
FORM 990-EZ, PART IIIPROVIDE EDUCATION, SCHOLARSHIPS AND MATERIALS EXCLUSIVELY FOR THE BENEFIT OF ANDERSON SCHOOL DISTRICT FIVE.
FORM 990-EZ, PART III, LINE 28TEACHER AND INSTRUCTIONAL GRANTS AND MATERIALS TO SUPPORT EDUCATIONAL LEARNING. PROGRAMS INCLUDE - 1. PURCHASES FOR THE ANDERSON INSTITURE OF TECHNOLOGY FOR INCUBATOR LAB EQUPMENT. 2. EQUIPMENT AND SUPPLY PURCHASES FOR THE BOSCH LEARING LAB. 3. SUPPLIES FOR ONE SCHOOL ONE BOOK PROGRAM, READING CAMP BOOKS, AND TEACHER NEEDS.
FORM 990-EZ, PART III, LINE 29HOMELESS FOUNDATION IS A PROGRAM TO HELP HOMELESS AND NEEDY STUDENTS WHEN THE FEDERAL MCKINNEY-VENTO HOMELESS PROGRAM MONEY CANNOT BE USED DUE TO RESTRICTIONS. ITEMS PURCHASED WITH THIS PROGRAM INCLUDE BUS PASSES, FOOD, MOTEL STAYS UNTIL TEMPORARY PLACEMENT IS FOUND, TELEPHONE COSTS, SALARY REIMBURSEMENTS AND SUPPLIES.
FORM 990-EZ, PART III, LINE 30AVID SCHOLARSHIP, INITIATED DURING THE 2010 2011 SCHOOL YEAR TO HONOR THE ACCOMPLISHMENTS OF A GRADUATING SENIOR STUDENT, 3.0 GPA OR HIGHER, WHO HAD SUCCESSFULLY COMPLETED THE AVID PROGRAM DURING THEIR HIGH SCHOOL CAREER. AVID IS AN APPROVED ELECTIVE COURSE TAKEN DURING THE SCHOOL DAY. STUDENTS ARE SELECTED TO ENROLL IN AN AVID CLASS AFTER AN APPLICATION PROCESS. FOR ONE CLASS PERIOD A DAY, THEY LEARN ORGANIZATIONAL AND STUDY SKILLS, WORK ON CRITICAL THINKING AND ASKING PROBING QUESTIONS, GET ACADEMIC HELP FROM PEERS AND COLLEGE TUTORS, AND PARTICIPATE IN ENRICHMENT AND MOTIVATIONAL ACTIVITIES THAT MAKE COLLEGE SEEM ATTAINABLE. STUDENTS ENROLLED IN AVID ARE TYPICALLY REQUIRED TO ENROLL IN AT LEAST ONE OF THEIR SCHOOL'S TOUGHEST CLASSES, SUCH AS HONORS OR ADVANCED PLACEMENT, IN ADDITION TO THE AVID ELECTIVE. THE AVID CURRICULUM, BASED ON RIGOROUS STANDARDS, WAS DEVELOPED BY MIDDLE AND SENIOR HIGH SCHOOL TEACHERS IN COLLABORATION WITH COLLEGE PROFESSORS. IT IS DRIVEN BY THE WICOR METHOD, WHICH STANDS FOR WRITING, INQUIRY, COLLABORATION, ORGANIZATION AND READING. AVID CURRICULUM IS USED IN AVID ELECTIVE CLASSES AND IN CONTENT-AREA CLASSES (ENGLISH LANGUAGE ARTS, MATH, SCIENCE, AND SOCIAL STUDIES) IN AVID SCHOOLS. AVID SCHOLARSHIP, INITIATED DURING THE 2010 2011 SCHOOL YEAR TO HONOR THE ACCOMPLISHMENTS OF A GRADUATING SENIOR STUDENT, 3.0 GPA OR HIGHER, WHO HAD SUCCESSFULLY COMPLETED THE AVID PROGRAM DURING THEIR HIGH SCHOOL CAREER. THE NEEDY STUDENT FUND AWARDED A SCHOLARSHIP TO A STUDENT IN THE ADULT EDUCATION PROGRAM.