SPOTSYLVANIA EDUCATION FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SPOTSYLVANIA EDUCATION FOUNDATION (EIN 54-1663109)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201421349349305157
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T13:52:46-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541435778 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLING FRANKLIN & COLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CHARLES STREET | AddressLine1 |
| City | FREDERICKSBURG | City |
| State | VA | State |
| ZIP Code | 22401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541663109 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOTSYLVANIA EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPOT | NameControl |
| Phone | 5408342541 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1 |
| City | FREDERICKSBURG | City |
| State | VA | State |
| ZIP Code | 224078761 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE LIVINGSTON | Name |
| Title | TREASURER | Title |
| Phone | 5408342541 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT T BISHOP | Name |
| PTIN | P00286345 | PTIN |
| Phone | 5403738973 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAURIE LIVINGSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1 |
| City | FREDERICKSBURG | City |
| State | VA | State |
| ZIP Code | 22407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 81836 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEF4EDUCATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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 SPOTSYLVANIA COUNTY PUBLIC SCHOOLS, AND TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTION AND ENHANCE EXISTING SCHOOL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 52910 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31975 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7256 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29699 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2105 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1358 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35685 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10352 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97956 | TotalRevenuePriorYear |
| Total Revenue Current Year | 73384 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35346 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 51458 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16565 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2252 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39453 | OtherExpensePriorYear |
| Other Expenses Current Year | 45389 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 74799 | TotalExpensesPriorYear |
| Total Expenses Current Year | 113412 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23157 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -40028 | RevenuesLessExpensesCY |
| Total Assets BOY | 301168 | TotalAssetsBOY |
| Total Assets EOY | 289782 | TotalAssetsEOY |
| Total Liabilities BOY | 33099 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11741 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 268069 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 278041 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 SPOTSYLVANIA COUNTY PUBLIC SCHOOLS, AND TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTION AND ENHANCE EXISTING SCHOOL PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 96714 | Expense |
| Grants | 51458 | Grants |
| Description | THE SPOTSYLVANIA EDUCATION FOUNDATION IS DEDICATED TO SEEKING PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS | Description |
| Total Program Service Expense | 96714 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECRETARYTREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5408342500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1 |
| City | SPOTSYLVANIA | City |
| State | VA | State |
| ZIP Code | 22407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BUDDY KOUROUKLIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL ANN WAGNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH WALSH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA BRANNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BECKY MILLS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AMBER BELAKO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SEBASTIAN HAINES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY HALPERIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL INGEBRETSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH JINKERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA MARINARO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CLARENCE LEE PUGH JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICOLE ROBINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE TOWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA WIELAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRIAN WOLFE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WHITNEY SPRINKLE MD | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| SUZANNE SMITH | ||||||
| VICE PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| RICHELLE MOORE | ||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | |
| LAURIE LIVINGSTON | ||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 15000 | FundraisingEvents |
| Government Grants | 1580 | GovernmentGrants |
| All Other Contributions | 15395 | AllOtherContributions |
| Total Contributions | 31975 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION SUPPORT SERV | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 29699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29699 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29699 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1358 | TotalRevenueColumn |
| Exclusion | $1,358 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18804 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8452 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10352 | TotalRevenueColumn |
| Exclusion | $10,352 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73384 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29699 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,710 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51458 | Total |
| Program Services | 51458 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15706 | Total |
| Program Services | 10209 | ProgramServices |
| Management And General | 3926 | ManagementAndGeneral |
| Fundraising | 1571 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 859 | Total |
| Program Services | 558 | ProgramServices |
| Management And General | 215 | ManagementAndGeneral |
| Fundraising | 86 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6822 | Total |
| Management And General | 6822 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2981 | Total |
| Program Services | 489 | ProgramServices |
| Management And General | 1897 | ManagementAndGeneral |
| Fundraising | 595 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433 | Total |
| Management And General | 433 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TEACHER OF THE YEAR BAN | 20300 | 20300 | |
| PROFESSIONAL DEVELOPMEN | 11459 | 11459 | |
| BUSINESS EXPENSE | 2211 | 1058 | 1153 |
| MISC FEES | 1150 | 1150 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33 | Total |
| Program Services | 33 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113412 | Total |
| Program Services | 96714 | ProgramServices |
| Management And General | 14446 | ManagementAndGeneral |
| Fundraising | 2252 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295631 | BOY |
| EOY | 286707 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3037 | BOY |
| EOY | 475 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
| EOY | 500 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2100 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301168 | BOY |
| EOY | 289782 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18099 | BOY |
| EOY | 1741 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 10000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33099 | BOY |
| EOY | 11741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268069 | BOY |
| EOY | 278041 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268069 | BOY |
| EOY | 278041 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301168 | BOY |
| EOY | 289782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -40028 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | 50000 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11892 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34985 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48395 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30395 | CurrentTaxYear |
| Total | 158330 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 79516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72821 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59565 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66983 | CurrentTaxYear |
| Total | 380619 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 113626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 112179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97378 | CurrentTaxYear |
| Total | 538949 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 538949 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1358 | CurrentTaxYear |
| Total | 16036 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1358 | CurrentTaxYear |
| Total | 16036 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112062 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98736 | CurrentTaxYear |
| Total | 554985 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97110 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97170 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02890 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02830 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD ON BEHALF OF OTHERS | Description |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 81836 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 8452 | OtherRevenues |
| Revenue Not Rptd F990 | 8452 | RevenueNotRptdF990 |
| Revenue Subtotal | 73384 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 73384 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 121865 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 8452 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 8452 | ExpensesNotRptdF990 |
| Expenses Subtotal | 113413 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 113413 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION APPLIES FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES", RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE STANDARD ALSO PROVIDES GUIDANCE ON PENALTIES AND INTEREST, CLASSIFICATION, AND DISCLOSURE. THE FOUNDATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2010 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE SHOWN AS REDUCTION OF INCOME ON FORM 990 8,452. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES SHOWN AS REDUCTION OF INCOME ON FORM 990 8,452. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 33804 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18804 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8452 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 33804 | GrossReceiptsTotal |
| Charitable Contributions Total | 15000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18804 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 8452 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 8452 | DirectExpenseSummaryEvents |
| Net Income Summary | 10352 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFTED 990 IS EMAILED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUEST CAN BE MADE IN PERSON OR BY PHONE. |