STRATEGY STUDIO / PUBLIC DATA EXPLORER

INVEST IN EDUCATION FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
INVEST IN EDUCATION FOUNDATION INC (EIN 45-3027711)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349304425
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-13T14:02:26-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141442607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BST & CO CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126 COMPUTER DRIVE WESTAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453027711EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INVEST IN EDUCATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINVEBusinessNameControlTxt
Phone5186408344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 WOLF ROAD NO 410AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS W CARROLLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5186408344PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK GORCZYCAPreparerPersonNm
PTINP01781464PTIN
Phone5184596700PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.213.242.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm11:52:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB92BCEB6D7FB6D9F82ECE12465050309FFA55F08AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS W CARROLLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 WOLF ROAD NO 410AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,425,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.INVESTINEDUCATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE INVEST IN EDUCATION FOUNDATION, INC. IS A RESEARCH AND POLICY ORGANIZATION FORMED TO PROMOTE IMPROVEMENT IN EDUCATION FOR STUDENTS, INCREASING EDUCATIONAL CHOICE, AND WORKING TO CLOSE GAPS IN EDUCATIONAL ACHIEVEMENT.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$925,000PYContributionsGrantsAmt
CY Contributions Grants$1,425,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$925,000PYTotalRevenueAmt
CY Total Revenue$1,425,000CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$882,959PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$955,888CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,443CYTotalFundraisingExpenseAmt
PY Other Expenses$452,531PYOtherExpensesAmt
CY Other Expenses$225,460CYOtherExpensesAmt
PY Total Expenses$1,335,490PYTotalExpensesAmt
CY Total Expenses$1,181,348CYTotalExpensesAmt
PY Revenues Less Expenses-$410,490PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$243,652CYRevenuesLessExpensesAmt
Total Assets BOY$84,550TotalAssetsBOYAmt
Total Assets EOY$330,768TotalAssetsEOYAmt
Total Liabilities BOY$13,919TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,485TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,631NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$314,283NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE IMPROVEMENT IN EDUCATION FOR STUDENTS, INCREASING EDUCATIONAL CHOICE, AND WORKING TO CLOSE GAPS IN EDUCATIONAL ACHIEVEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,063,450ExpenseAmt
DescTO PROMOTE IMPROVEMENT IN EDUCATION FOR STUDENTS, INCREASING EDUCATIONAL CHOICE, AND WORKING TO CLOSE GAPS IN EDUCATIONAL ACHIEVEMENT.Desc
Total Program Service Expenses$1,063,450TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186408344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 WOLF ROAD SUITE 410AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANTHONY J DE NICOLA
DIRECTOR3.003.00Yes (X)Yes (X)$0$0$0
ROBERT FLANIGAN
DIRECTOR1.001.00Yes (X)Yes (X)$0$0$0
ROGER HERTOG
DIRECTOR1.001.00Yes (X)$0$0$0
MICHAEL LEFFELL
DIRECTOR1.001.00Yes (X)$0$0$0
ROBERT NIEHAUS
DIRECTOR1.001.00Yes (X)$0$0$0
YOSSI PRAGER
DIRECTOR1.000.00Yes (X)$0$0$0
KATHLEEN M CHRISTIE
DIRECTOR1.000.00Yes (X)$0$0$0
JULIO FUENTES
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT P GEORGE
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN GEORGE
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN KIRTLEY
DIRECTOR1.000.00Yes (X)$0$0$0
TIMOTHY MCNIFF EDD
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT PEDERSEN
DIRECTOR1.000.00Yes (X)$0$0$0
RABBI MEIR SOLOVEICHIK
DIRECTOR1.000.00Yes (X)$0$0$0
THOMAS J TISCH
DIRECTOR1.000.00Yes (X)$0$0$0
THOMAS W CARROLL
PRESIDENT40.001.00Yes (X)Yes (X)$456,953$0$28,772
MICHAEL STRIANESE
CFO & COO40.001.00Yes (X)$207,769$0$0
DEBORAH DOCHERTY
EXECUTIVE ASSISTANT40.001.00Yes (X)$33,458$0$12,138
PETER MURPHY
VICE-PRESIDENT FOR POLICY40.000.00$206,332$0$28,772Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$904,512TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$69,682TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,425,000AllOtherContributionsAmt
Total Contributions$1,425,000TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,425,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$739,090TotalAmt
Program Services$678,377ProgramServicesAmt
Management And General$45,173ManagementAndGeneralAmt
Fundraising$15,540FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$134,548TotalAmt
Program Services$134,548ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,330TotalAmt
Program Services$40,076ProgramServicesAmt
Management And General$4,856ManagementAndGeneralAmt
Fundraising$398FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,920TotalAmt
Program Services$34,374ProgramServicesAmt
Management And General$1,889ManagementAndGeneralAmt
Fundraising$657FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,204TotalAmt
Program Services$551ProgramServicesAmt
Management And General$1,653ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$50,223TotalAmt
Program Services$19,512ProgramServicesAmt
Management And General$28,760ManagementAndGeneralAmt
Fundraising$1,951FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$75,806TotalAmt
Program Services$75,649ProgramServicesAmt
Management And General$117ManagementAndGeneralAmt
Fundraising$40FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$544TotalAmt
Program Services$493ProgramServicesAmt
Management And General$44ManagementAndGeneralAmt
Fundraising$7FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,940TotalAmt
Program Services$19,883ProgramServicesAmt
Management And General$1,783ManagementAndGeneralAmt
Fundraising$274FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,212TotalAmt
Program Services$3,106ProgramServicesAmt
Fundraising$3,106FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,975TotalAmt
Program Services$19,009ProgramServicesAmt
Management And General$1,704ManagementAndGeneralAmt
Fundraising$262FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,392TotalAmt
Program Services$11,230ProgramServicesAmt
Management And General$1,007ManagementAndGeneralAmt
Fundraising$155FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,105TotalAmt
Program Services$1,001ProgramServicesAmt
Management And General$90ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,399TotalAmt
Management And General$7,399ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EVENTS$11,034$11,034
SUBSCRIPTIONS$10,217$10,217
OPERATIONS$3,819$2,949$851$19
EQUIPMENT RENTAL$1,590$1,441$129$20

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,181,348TotalAmt
Program Services$1,063,450ProgramServicesAmt
Management And General$95,455ManagementAndGeneralAmt
Fundraising$22,443FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$52,209BOYAmt
EOY$313,263EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,922BOYAmt
EOY$8,545EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$17,096LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,076LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,125BOYAmt
EOY$3,020EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,294BOYAmt
EOY$5,940EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$84,550BOYAmt
EOY$330,768EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,919BOYAmt
EOY$16,485EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,919BOYAmt
EOY$16,485EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,631BOYAmt
EOY$314,283EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,631BOYAmt
EOY$314,283EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,550BOYAmt
EOY$330,768EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$243,652ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$754,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,046,593CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$925,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,425,000CurrentTaxYearAmt
Total$4,306,490TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$754,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,046,593CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$925,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,425,000CurrentTaxYearAmt
Total$4,306,490TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,649,864SubstantialContributorsTotAmt
Public Support Total170$2,656,626PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,335CurrentTaxYearMinus4YearsAmt
Total$69,335TotalAmt
FieldValueIRS element (for citing)
Total Support$4,375,825TotalSupportAmt
Public Support CY1700.60710PublicSupportCY170Pct
Public Support PY1700.52660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationSHARED SERVICES RELATED PARTY - 2014 AMOUNT: $ 69,335.ExplanationTxt

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 C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$231,408CurrentYearMinus3Amt
Current Year Minus2$149,691CurrentYearMinus2Amt
Current Year Minus1$208,549CurrentYearMinus1Amt
Total$589,648TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$884,472LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$82,740CurrentYearMinus3Amt
Current Year Minus2$53,939CurrentYearMinus2Amt
Current Year Minus1$7,897CurrentYearMinus1Amt
Total$144,576TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$57,852CurrentYearMinus3Amt
Current Year Minus2$37,423CurrentYearMinus2Amt
Current Year Minus1$52,137CurrentYearMinus1Amt
Total$147,412TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$221,118GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$27,109CurrentYearMinus3Amt
Total$27,109TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,096OtherCostOrOtherBasisAmt
Depreciation$14,076DepreciationAmt
Book Value$3,020BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,020TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,425,000TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,425,000RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,425,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,181,348TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,181,348ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,181,348TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS, AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2018 AND 2017.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS W CARROLL
PRESIDENT$456,953$0$0$0$0$0$0$0$28,772$0$485,725$0$0$0
MICHAEL STRIANESE
CFO & COO$207,769$0$0$0$0$0$0$0$0$0$207,769$0$0$0
PETER MURPHY
VICE-PRESIDENT FOR POLICY$206,332$0$0$0$0$0$0$0$28,772$0$235,104$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE BOARD OF DIRECTORS.
PART I, LINE 4ADEBORAH DOCHERTY RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION - SALARY OF $27,133 AND BENEFITS OF $7,314.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS MEMBERS THAT ELECT THE DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BTHE BOARD OF DIRECTORS WILL ESTABLISH AN EXECUTIVE COMMITTEE OF THE BOARD COMPRISED OF AT LEAST THREE DIRECTORS. DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE WILL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS TO ACT WITH RESPECT TO ALL MATTERS WHICH IN THE REASONABLE JUDGEMENT OF ANY MEMBER OF THE EXECUTIVE COMMITTEE CANNOT WAIT UNTIL THE NEXT MEETING, EXCEPT FOR ANY AUTHORITY THE DELEGATION OF WHICH IS PROHIBITED BY SECTION 141(C)(2) OF THE DELAWARE GENERAL CORPORATION LAW. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE WILL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING THEREOF. THE EXECUTIVE COMMITTEE WILL SELECT A CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY FIX ITS OWN RULES OF PROCEDURE, BUT IN EVERY CASE THE PRESENCE OF A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE WILL BE NECESSARY AND SUFFICIENT TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS, AND THE VOTE OF THE MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE PRESENT AT ANY MEETING AT WHICH THERE IS A QUORUM WILL BE THE ACT OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER OF THE CORPORATION REVIEWS THE 990 UPON ITS COMPLETION BY THE OUTSIDE ACCOUNTING FIRM. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12CIN ACCORDANCE WITH ARTICLE III, SECTION 11 OF THE BY-LAWS, A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT TO EACH DIRECTOR OR OFFICER FOR THEIR SUBMISSION TO, AND REVIEW BY, THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15ATHE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE WEBSITE OF THE NY STATE ATTORNEY GENERAL, DIVISION OF CHARITIES. FURTHER, THE PUBLIC CAN REQUEST COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS THROUGH A REQUEST TO THE FOUNDATION.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INVEST IN EDUCATION COALITIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 WOLF ROAD SUITE 410AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
EIN454955967EIN
Primary ActivitiesRAISING AWARENESS FOR EDUCATION ISSUESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INVEST IN EDUCATION COALITIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeLTransactionTypeTxt
Involved$69,700InvolvedAmt
Method Of Amount DeterminationFAIR MARKET VALUEMethodOfAmountDeterminationTxt