STRATEGY STUDIO / PUBLIC DATA EXPLORER

EDUCATION ACTION GROUP FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EDUCATION ACTION GROUP FOUNDATION (EIN 26-0877115)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-08
IRS object ID
201243139349302419
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)
Timestamp2012-11-08T16:07:15-08:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CETERUS INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19366AddressLine1
CityKALAMAZOOCity
StateMIState
ZIP Code49019ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN260877115EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EDUCATION ACTION GROUP FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEDUCNameControl
Phone2317334202Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 W NORTON STE 1AddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code49441ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKYLE OLSONName
TitleSECRETARYTitle
Phone2317334202Phone
Date Signed2012-11-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLISA M LALLYName
Phone2695440322Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKYLE OLSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1801 W NORTON SUITE 1AddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code49441ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5336615GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Siten/aWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2007YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionTo engage in activities which examine, discuss, analyze and publicize ideas about public education. To produce scholarships, intellectually engage and educate policy makers and the general public to better understand the crises facing our times with the goal of promoting public education.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees10TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1364695ContributionsGrantsPriorYear
Contributions Grants Current Year5335165ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1110InvestmentIncomePriorYear
Investment Income Current Year850InvestmentIncomeCurrentYear
Other Revenue Current Year600OtherRevenueCurrentYear
Total Revenue Prior Year1365805TotalRevenuePriorYear
Total Revenue Current Year5336615TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year296273SalariesEtcPriorYear
Salaries Etc Current Year491731SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year37445TotalFundrsngExpCurrentYear
Other Expense Prior Year940584OtherExpensePriorYear
Other Expenses Current Year3020556OtherExpensesCurrentYear
Total Expenses Prior Year1236857TotalExpensesPriorYear
Total Expenses Current Year3512287TotalExpensesCurrentYear
Revenues Less Expenses Prior Year128948RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1824328RevenuesLessExpensesCY
Total Assets BOY400016TotalAssetsBOY
Total Assets EOY2214343TotalAssetsEOY
Total Liabilities BOY13835TotalLiabilitiesBOY
Total Liabilities EOY3834TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY386181NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2210509NetAssetsOrFundBalancesEOY
Mission DescriptionTo engage in activities which examine, discuss, analyze and publicize ideasMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense3285137Expense
Revenue5335165Revenue
DescriptionEDUCATION ACTION GROUP SUPPORTED TOWN HALL MEETINGS TO DISCUSS SCHOOL CHOICE, REVIEWED THE IMPACT OF SCHOOL CHOICE POLICIES AND HELD MOVIE SCREENINGS TO ANALYZE SCHOOL CHOICE. THEY CREATED SEVERAL SHORT FILMS REGARDING EDUCATIONAL REFORM.Description
Total Program Service Expense3285137TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees10NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKYLE OLSONNamePerson
Telephone Number2317334202TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 W NORTON SUITE 1AddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code49441ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (2 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JANE MISSIMER
President1.00XX000
MICHAEL SMITH
Treasurer1.00XX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THERESA OELKEBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line115931 SERENITY POINT LNAddressLine1
CityROGERSCity
StateARState
ZIP Code72756ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesConsultingDescriptionOfServices
Compensation127500Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions5335165AllOtherContributions
Total Contributions5335165TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column850TotalRevenueColumn

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column600TotalRevenueColumn
Related Or Exempt Function Income600RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue600TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5336615TotalRevenueColumn
Related Or Exempt Function Income1450RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total411861Total
Program Services370675ProgramServices
Management And General20593ManagementAndGeneral
Fundraising20593Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total46842Total
Program Services0ProgramServices
Management And General46842ManagementAndGeneral
Fundraising0Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total33028Total
Program Services0ProgramServices
Management And General33028ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7133Total
Program Services0ProgramServices
Management And General7133ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total750Total
Program Services0ProgramServices
Management And General750ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total583307Total
Program Services565808ProgramServices
Management And General11666ManagementAndGeneral
Fundraising5833Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total48716Total
Program Services46280ProgramServices
Management And General0ManagementAndGeneral
Fundraising2436Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total17189Total
Program Services10674ProgramServices
Management And General5624ManagementAndGeneral
Fundraising891Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total42039Total
Program Services0ProgramServices
Management And General42039ManagementAndGeneral
Fundraising0Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total76921Total
Program Services69229ProgramServices
Management And General0ManagementAndGeneral
Fundraising7692Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total764Total
Program Services0ProgramServices
Management And General764ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total4395Total
Program Services0ProgramServices
Management And General4395ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Operations303013287862151510
Intervention224482244800
National School Choice1912161191216100
Penalties1720017200

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3512287Total
Program Services3285137ProgramServices
Management And General189705ManagementAndGeneral
Fundraising37445Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY398107BOY
EOY2213198EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis17076LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec15931LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1909BOY
EOY1145EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY400016BOY
EOY2214343EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY13835BOY
EOY3834EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY13835BOY
EOY3834EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY386181BOY
EOY2210509EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY386181BOY
EOY2210509EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY400016BOY
EOY2214343EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1824328ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years77000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years481500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1364300CurrentTaxYearMinus1Year
Current Tax Year5335165CurrentTaxYear
Total7257965Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years77000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years481500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1364300CurrentTaxYearMinus1Year
Current Tax Year5335165CurrentTaxYear
Total7257965Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5923842AmountsSubstContributorsTotal
Public Support Total1701334123PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years141CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years309CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1110CurrentTaxYearMinus1Year
Current Tax Year850CurrentTaxYear
Total2410Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year600CurrentTaxYear
Total600Total
FieldValueIRS element (for citing)
Total Support7260975TotalSupport
First5 Years170XFirst5Years170
Public Support Pertcentage1700PublicSupportPertcentage170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage
Facts And Circumstances TestOTHER INCOME PART II, LINE 10; DESCRIPTION: MISC INCOME; 2011: 600.;FactsAndCircumstancesTest

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 D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis17076OtherCostOrOtherBasis
Depreciation15931Depreciation
Book Value1145BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1145TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 15The board did not approve the salary but is aware of it and
feels it is too low. Research was conducted and found it to be
below the average of similar non-profits.
Pt VI, Line 11aThe organization will provide a copy of the return to the members prior to filing.
Additional information for Schedule B: Statement of Contributors
The organization declines to provide specific identifying information on its
donors on the grounds that such disclosure may chill the donors' First
Amendment right to associate in private with the organization. NAACP v
Alabama, 357 US 449 (1958); International Union UAW v National
Right to Work, 590 F 2d 1139, 1152 (DC Cir 1978). While the other
required information is being provided on this Schedule B, actual
identities have been protected by assigning a number or letter
to each donor listed.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1EDUCATION ACTION GROUP INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 W NORTONAddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code49441ZIPCode
FieldValueIRS element (for citing)
EIN208998935EIN
Primary ActivitiesEDUCATION REFORMPrimaryActivities
Legal Domicile StateMILegalDomicileState
Exempt Code Section501c4ExemptCodeSection
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg