STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC (EIN 52-1948149)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-15
IRS object ID
201302279349200140
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-15T08:56:24-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521035214EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GLASS JACOBSON PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11901 RESEARCH BOULEVARD SUITE 300AddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20850ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521948149EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BETHESDA-CHEVY CHASE HIGH SCHOOLBusinessNameLine1
Business Name Line2EDUCATIONAL FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlBETHNameControl
Phone3016528590Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 31209AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208241209ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJIM OSTERMANName
TitleTREASURERTitle
Phone3016528590Phone
Date Signed2013-08-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDOUGLAS C WHITE CPAName
PTINP00892736PTIN
Phone3019173040Phone
Date Prepared2013-08-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Web SiteWWW.BCCEFOUNDATION.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts119190GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc91720ContributionsGiftsGrantsEtc
Investment Income1112InvestmentIncome
Fundraising Gross Income26358FundraisingGrossIncome
Special Events Direct Expenses4940SpecialEventsDirectExpenses
Special Events Net Income Loss21418SpecialEventsNetIncomeLoss
Total Revenue114250TotalRevenue
Grants And Similar Amounts Paid125167GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors3100FeesAndOthPymtToIndContractors
Printing Publications Postage6174PrintingPublicationsPostage
Other Expenses Total3273OtherExpensesTotal
Total Expenses137714TotalExpenses
Excess Or Deficit For Year-23464ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY239691NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY216227NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY256820BOY
EOY188638EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY37000BOY
EOY35717EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY293820BOY
EOY224355EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY54129BOY
EOY8128EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY239691BOY
EOY216227EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTHE 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 AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
B-CC SUMMER ACADEMY: A FOUR WEEK SUMMER PROGRAM FOR INCOMING 9TH 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.017752
COLLEGE TRACKS: PROVIDE SCHOLARSHIP FUNDS TO BCC STUDENTS050000
OTHER GRANTS: GRANTS AWARDED IN SUPPORT OF THE VARIOUS PROGRAMS AND ACTIVITIES OFFERED AT BCC HIGH SCHOOL.029067
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.028348
FieldValueIRS element (for citing)
Total Program Service Expenses125167TotalProgramServiceExpenses
Info In Schedule O Part IVXInfoInScheduleOPartIV

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DONNA ATKINSON
P O BOX 31209BETHESDAMD20824GRANTS AND SIGNATURE PROG1.00000
SUSAN BANK
P O BOX 31209BETHESDAMD20824FUNDRAISING COMMITTEE1.00000
RONNA BORENSTEIN
P O BOX 31209BETHESDAMD20824COMMUNICATIONS COMITTEE1.00000
CAROLE BRAND
P O BOX 31209BETHESDAMD20824VICE PRESIDENT3.00000
ROBBY BREWER
P O BOX 31209BETHESDAMD20824FUNDRAISING COMMITTEE1.00000
SONIA CHESSEN
P O BOX 31209BETHESDAMD20824SECRETARY3.00000
NANCY FAX
P O BOX 31209BETHESDAMD20824FUNDRAISING COMMITTEE1.00000
MATT GANDAL
P O BOX 31209BETHESDAMD20824PRESIDENT3.00000
ALYSA EMDEN
P O BOX 31209BETHESDAMD20824COMMUNICATIONS COMITTEE1.00000
JOYCE GWADZ
P O BOX 31209BETHESDAMD20824GRANTS COMITTEE1.00000
DEBBIE JAFFE
P O BOX 31209BETHESDAMD20824ASSISTANT TREASURER1.00000
SUSAN KITT
P O BOX 31209BETHESDAMD20824GRANTS AND SIGNATURE PROG1.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JIM OSTERMANBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17315 WISCONSIN AVENUE STE 850-WAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Telephone Number3016528590TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years133905CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years148847CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years131492CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year160489CurrentTaxYearMinus1Year
Current Tax Year91720CurrentTaxYear
Total666453Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years133905CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years148847CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years131492CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year160489CurrentTaxYearMinus1Year
Current Tax Year91720CurrentTaxYear
Total666453Total
FieldValueIRS element (for citing)
Public Support Total170666453PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1265CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years481CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1535CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1358CurrentTaxYearMinus1Year
Current Tax Year1112CurrentTaxYear
Total5751Total
FieldValueIRS element (for citing)
Total Support672204TotalSupport
Public Support Pertcentage1700.99140PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99180PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsXSpecialFundraisingEvents

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1FUNDRAISING EVENTSNameOfEvent1
Gross Receipts Event126358GrossReceiptsEvent1
Gross Revenue Event126358GrossRevenueEvent1
Other Direct Expenses Event14940OtherDirectExpensesEvent1
Gross Receipts Total26358GrossReceiptsTotal
Gross Revenue Total Events26358GrossRevenueTotalEvents
Other Direct Expenses Total Events4940OtherDirectExpensesTotalEvents
Direct Expense Summary Events4940DirectExpenseSummaryEvents
Net Income Summary21418NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4DIVIDENDS AND INTEREST FROM SECURITIES 1,112..
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 50,000.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL SPRING GRANTS. AMOUNT OF PAYMENT: 4,783.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 28,348.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL PROFESSIONAL DEVELOPMENT GRANTS. AMOUNT OF PAYMENT: 3,310.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL FALL PROGRAM. AMOUNT OF PAYMENT: 8,533.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL SUMMER ACADEMY. AMOUNT OF PAYMENT: 17,752.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: EDUCATIONAL COFFIELD SCHOOL. AMOUNT OF PAYMENT: 8,791.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: MENTORING BRAG. AMOUNT OF PAYMENT: 1,680.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BETHESDA CHEVY CHASE HIGH SCHOOL. AFFILIATE ADDRESS: 4301 EAST WEST HIGHWAY BETHESDA, MD 20814. PURPOSE OF PAYMENT: GENERAL GRANTS. AMOUNT OF PAYMENT: 1,970. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 125,167.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: INSURANCE. AMOUNT: 810. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 969. DESCRIPTION: WEBSITE SERVICE. AMOUNT: 324. DESCRIPTION: BANK CHARGES. AMOUNT: 271. DESCRIPTION: FILING FEES. AMOUNT: 300. DESCRIPTION: DATABASE MAINTENANCE. AMOUNT: 599. TOTAL TO FORM 990-EZ, LINE 16: 3,273.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 37,000. END OF YEAR AMOUNT: 34,917. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 800.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 54,129. END OF YEAR AMOUNT: 6,753. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,375.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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