BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC (EIN 52-1948149)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-22
- IRS object ID
- 201422039349200202
- 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 | 2014-07-22T08:05:46-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521035214 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLASS JACOBSON PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 RESEARCH BOULEVARD SUITE 300 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521948149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHESDA-CHEVY CHASE HIGH SCHOOL | BusinessNameLine1 |
| Business Name Line2 | EDUCATIONAL FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 3016528590 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31209 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208241209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM OSTERMAN | Name |
| Title | TREASURER | Title |
| Phone | 3016528590 | Phone |
| Date Signed | 2014-06-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS C WHITE CPA | Name |
| PTIN | P00892736 | PTIN |
| Phone | 3019173040 | Phone |
| Date Prepared | 2014-06-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.BCCEDFOUNDATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 136290 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 126294 | ContributionsGiftsGrantsEtc |
| Investment Income | 635 | InvestmentIncome |
| Fundraising Gross Income | 9361 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5028 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 4333 | SpecialEventsNetIncomeLoss |
| Total Revenue | 131262 | TotalRevenue |
| Grants And Similar Amounts Paid | 126331 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 3100 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 2477 | PrintingPublicationsPostage |
| Other Expenses Total | 3531 | OtherExpensesTotal |
| Total Expenses | 135439 | TotalExpenses |
| Excess Or Deficit For Year | -4177 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 216227 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 212050 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188638 | BOY |
| EOY | 175701 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35717 | BOY |
| EOY | 44634 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224355 | BOY |
| EOY | 220335 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8128 | BOY |
| EOY | 8285 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216227 | BOY |
| EOY | 212050 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE BETHESDA CHEVY-CHASE HIGH SCHOOL EDUCATION FOUNDATION IS DEDICATED TO PROVIDING THE LEADERSHIP AND SUPPORT NECESSARY TO ENSURE THAT STUDENTS ATTENDING BETHESDA CHEVY-CHASE HIGH SCHOOL NOW AND IN THE FUTURE ENJOY THE WORLD-CLASS EDUCATION THAT IS THE SCHOOL'S HISTORIC LEGACY. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| B-CC SUMMER ACADEMY: A FOUR WEEK SUMMER PROGRAM FOR INCOMING 9TH AND 10TH GRADE STUDENTS WHO ARE LIKELY TO STRUGGLE ACADEMICALLY IN THEIR FRESHMAN YEAR AT B-CC HIGH SCHOOL. STUDENTS WORK ON ENGLISH, MATH, STUDY SKILS AND GENERAL SCHOOL ISSUES. | 0 | 17309 |
| COLLEGE TRACKS: PROVIDE SCHOLARSHIP FUNDS TO BCC STUDENTS | 0 | 25000 |
| OTHER GRANTS: GRANTS AWARDED IN SUPPORT OF THE VARIOUS PROGRAMS AND ACTIVITIES OFFERED AT BCC HIGH SCHOOL. | 0 | 54598 |
| AFTER SCHOOL TUTORING (TAPS): PROVIDES AFTER SCHOOL TUTORING IN ENGLISH, MATH, SCIENCE, AND SOCIAL STUDIES AT ALL GRADE LEVELS THREE DAYS A WEEK AT BCC HIGH SCHOOL AND TWO EVENINGS A WEEK AT COFFIELD COMMUNITY CENTER IN ROSEMARY HILLS. ADDITIONAL MENTORING AND DIAGNOSTIC ASSESSMENTS ARE AVAILABLE FOR THOSE STUDENTS WHO NEED EXTRA HELP. OVER 750 STUDENTS PARTICIPATE INT HE PROGRAM. | 0 | 29424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 126331 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| DONNA ATKINSON | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUSAN BANK | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| LAUDY ARON | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| CAROLE BRAND | ||||
| VICE PRESIDENT | 3.00 | 0 | 0 | 0 |
| ROBERT G BREWER | ||||
| FUNDRAISING COMMITTEE | 1.00 | 0 | 0 | 0 |
| SONIA CHESSEN | ||||
| DIRECTOR | 3.00 | 0 | 0 | 0 |
| MELANIE FOLSTAD | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MATT GANDAL | ||||
| PRESIDENT | 3.00 | 0 | 0 | 0 |
| MAURA MAHONEY | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOYCE GWADZ | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| ANDY STERN | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| DEBBIE JAFFE | ||||
| ASSISTANT TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM OSTERMAN | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7315 WISCONSIN AVENUE STE 850-W | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016528590 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148847 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126294 | CurrentTaxYear |
| Total | 658842 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148847 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126294 | CurrentTaxYear |
| Total | 658842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 658842 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 635 | CurrentTaxYear |
| Total | 5121 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 663963 | TotalSupport |
| Public Support Pertcentage170 | 0.99230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 9361 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 9361 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 5028 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 9361 | GrossReceiptsTotal |
| Gross Revenue Total Events | 9361 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 5028 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5028 | DirectExpenseSummaryEvents |
| Net Income Summary | 4333 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | DIVIDENDS AND INTEREST FROM SECURITIES 635.. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL COLLEGE TRACKS (COFFIELS SCHOOL). AMOUNT OF PAYMENT: 25,000. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL SPRING GRANTS. AMOUNT OF PAYMENT: 25,969. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL TAPS - AFTER SCHOOL TUTORING. AMOUNT OF PAYMENT: 34,732. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL FALL PROGRAM. AMOUNT OF PAYMENT: 6,309. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL SUMMER ACADEMY. AMOUNT OF PAYMENT: 17,309. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL PRINCIPAL'S TLC FUND. AMOUNT OF PAYMENT: 685. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL OUTSIDE CYCLE. AMOUNT OF PAYMENT: 10,125. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: MENTORING BRAG. AMOUNT OF PAYMENT: 6,202. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 126,331. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: INSURANCE. AMOUNT: 810. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 835. DESCRIPTION: WEBSITE SERVICE. AMOUNT: 438. DESCRIPTION: BANK CHARGES. AMOUNT: 1,064. DESCRIPTION: DATABASE MAINTENANCE. AMOUNT: 384. TOTAL TO FORM 990-EZ, LINE 16: 3,531. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 34,917. END OF YEAR AMOUNT: 18,834. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 800. END OF YEAR AMOUNT: 25,800. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 6,753. END OF YEAR AMOUNT: 8,285. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,375. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |