LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION (EIN 34-1640416)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202641339349306224
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-05-13T13:53:34-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD SUITE 210 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341640416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE GEAUGA EDUCATIONAL ASSISTANCE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 4405257095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DRIVE C-2048 | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HALLIE PALLANTE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4405257095 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID REAPE | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HALLIE PALLANTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DR | AddressLine1Txt |
| City | C KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $652,368 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEAF-OHIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | LEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $33,675 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $209,454 | PYContributionsGrantsAmt |
| CY Contributions Grants | $320,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $272,969 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $310,792 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,270 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,485 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,681 | PYOtherRevenueAmt |
| CY Other Revenue | $3,652 | CYOtherRevenueAmt |
| PY Total Revenue | $518,374 | PYTotalRevenueAmt |
| CY Total Revenue | $643,124 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,125 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,174 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $227,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $342,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $38,967 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,355 | PYOtherExpensesAmt |
| CY Other Expenses | $110,826 | CYOtherExpensesAmt |
| PY Total Expenses | $469,659 | PYTotalExpensesAmt |
| CY Total Expenses | $509,310 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $133,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $352,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $352,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $486,041 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $320,693 | ExpenseAmt |
| Desc | LEAF SERVES 24 SCHOOLS (16,000+) STUDENTS IN LAKE, GEAUGA, CUYAHOGA, AND PORTAGE COUNTIES. ADVISORY SERVICES INCLUDE: CAREER EXPLORATION; COLLEGE/CAREER TECHNICAL EDUCATION PROGRAM SEARCH; UNDERSTANDING THE COLLEGE ADMISSION PROCESS; FEE WAIVERS FOR ADMISSION APPLICATIONS AND SATS/ACTS; UNDERSTANDING THE FINANCIAL AID PROCESS; FILING THE FAFSA FORM; COMPLETION OF OTHER FINANCIAL AID DOCUMENTS, SUCH AS THE CCS PROFILE, INSTITUTIONAL FORMS, AND CHANGE OF CIRCUMSTANCE FORMS; SCHOLARSHIP SEARCH; UNDERSTANDING EDUCATION FUNDING OPTIONS, INCLUDING STUDENT LOANS; INTERPRETING FINANCIAL AID OFFERS. LEAF ALSO PUBLISHES THE RESOURCE GUIDE FOR PATHWAY SUCCESS; JUNIOR, SENIOR, AND CAREER LEAFLETS; AND 16 E-NEWSLETTERS THAT ARE GRADE SPECIFIC. PUBLICATIONS ARE DIRECTED TO CONTRACT SCHOOL CONSTITUENCIES ONLY. ADVISORS MEET INDIVIDUAL STUDENTS AND FAMILIES AT THE HIGH SCHOOL, VIRTUALLY, OR AT THE RESOURCE CENTER. THEY ALSO FACILITATE IN-SCHOOL PRESENTATIONS, A FINANCIAL AID NIGHT, AND OFTEN A FINANCIAL AID FILING NIGHT, WHICH ASSISTS IN FILING THE FAFSA FORM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,850 | ExpenseAmt |
| Grant | $55,850 | GrantAmt |
| Revenue | $12,842 | RevenueAmt |
| Desc | SCHOLARSHIP MANAGEMENT:LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS FOR SEVERAL THIRD- PARTY ORGANIZATIONS (KNOWN AS COMMUNITY SCHOLARSHIPS). THESE COMMUNITY SCHOLARSHIPS ARE FUNDED BY THE CLEVELAND FOUNDATION HARRIET B. STORRS FUND, THE CLEVELAND FOUNDATION WILLIS KELLY SCHOLARSHIP FUND, WILLOUGHBY SOUTH ALUMNI, WESTERN RESERVE JUNIOR LEAGUE, ABB, EASTERN LAKE COUNTY CHAMBER OF COMMERCE, ERIE AFFILIATES, AND THREE MEMORIAL FUNDS. LEAF CHARGES A NOMINAL ADMINISTRATIVE FEE TO MANAGE THESE SCHOLARSHIPS. IN ADDITION, LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS THAT ARE FUNDED BY OUR OWN DONORS AND FUNDRAISING EFFORTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $33,675 | RevenueAmt |
| Desc | THE RESOURCE CENTER, LOCATED AT THE LEAF OFFICES IN KIRTLAND, OFFERS THE SAME SERVICES IDENTIFIED ABOVE TO LEARNERS AND THEIR FAMILIES AT NO CHARGE. SERVICES ARE OFFERED BY APPOINTMENT DURINGLIMITED TIMES, BOTH IN PERSON AND VIRTUALLY. THE RESOURCE CENTER ALSO OFFERS VIRTUAL SESSIONS, TYPICALLY ON MONDAY NIGHTS DURING THE SCHOOL YEAR, ON A VARIETY OF TOPICS THAT INCLUDE CAREEROPTIONS, SUCH AS THE TRADES, MANUFACTURING, CERTIFICATE EDUCATION, AND THE MILITARY, AS WELL AS OTHER TOPICS SUCH AS SCHOLARSHIPS 101, FINANCING YOUR EDUCATION, AND HOW COLLEGES RECRUIT ATHLETES. EACH SESSION HAS A SUBJECT EXPERT, OR A PANEL OF SUBJECT EXPERTS FACILITATED BY LEAF STAFF. ATTENDANCE VARIES BY TOPIC. REGISTRATION IS REQUIRED AND THOSE WHO REGISTER CAN REQUEST A VIDEO OF THE SESSION. ALL SESSIONS ARE OPEN TO THE COMMUNITY AT LARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $376,543 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA EGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4405257095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DRIVE ROOM C-2048 | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA G EGAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $84,105 | $0 | $0 |
| KIMBERLY WALTER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN KRIPPEL | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HALLIE PALLANTE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRISHA GUMTO | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY CAPITENA-DUFOUR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SEIFERT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH GLAVAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY PODOJIL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CROOKS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON ROBINSON | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMBREEN HASSAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,105 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $133,574 | GovernmentGrantsAmt |
| All Other Contributions | $186,621 | AllOtherContributionsAmt |
| Total Contributions | $320,195 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HIGH SCHOOL ADVISORY S | 611710 | $264,275 | $264,275 | |
| ADVERTISING | 541800 | $33,675 | $33,675 | |
| SCHOLARSHIP ADMINISTRA | 611710 | $12,842 | $12,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $310,792 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,485 | TotalRevenueColumnAmt |
| Exclusion | $8,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,847 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $9,244 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,397 | TotalRevenueColumnAmt |
| Exclusion | -$2,397 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $6,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $700 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,049 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $643,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $277,817 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,675 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,437 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,850 | TotalAmt |
| Program Services | $55,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,106 | TotalAmt |
| Program Services | $63,079 | ProgramServicesAmt |
| Management And General | $11,775 | ManagementAndGeneralAmt |
| Fundraising | $9,252 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,651 | TotalAmt |
| Program Services | $130,988 | ProgramServicesAmt |
| Management And General | $24,451 | ManagementAndGeneralAmt |
| Fundraising | $19,212 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,314 | TotalAmt |
| Program Services | $3,985 | ProgramServicesAmt |
| Management And General | $744 | ManagementAndGeneralAmt |
| Fundraising | $585 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
| Management And General | $420 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,563 | TotalAmt |
| Program Services | $53,502 | ProgramServicesAmt |
| Management And General | $14,214 | ManagementAndGeneralAmt |
| Fundraising | $7,847 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,876 | TotalAmt |
| Management And General | $27,876 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571 | TotalAmt |
| Management And General | $571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,825 | TotalAmt |
| Management And General | $2,119 | ManagementAndGeneralAmt |
| Fundraising | $706 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,359 | TotalAmt |
| Program Services | $36,944 | ProgramServicesAmt |
| Management And General | $5,415 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,648 | TotalAmt |
| Program Services | $8,101 | ProgramServicesAmt |
| Management And General | $1,512 | ManagementAndGeneralAmt |
| Fundraising | $1,035 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,426 | TotalAmt |
| Program Services | $4,426 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,224 | TotalAmt |
| Program Services | $2,418 | ProgramServicesAmt |
| Management And General | $806 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $15,084 | $11,313 | $3,771 |
| DUES & SUBSCRIPTION | $3,686 | $3,686 | |
| MISC EXPENSES | $127 | $1 | $126 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,310 | TotalAmt |
| Program Services | $376,543 | ProgramServicesAmt |
| Management And General | $93,800 | ManagementAndGeneralAmt |
| Fundraising | $38,967 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,277 | BOYAmt |
| EOY | $23,666 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,866 | BOYAmt |
| EOY | $375,855 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,084 | BOYAmt |
| EOY | $86,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,227 | BOYAmt |
| EOY | $486,041 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,761 | BOYAmt |
| EOY | $266,342 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,466 | BOYAmt |
| EOY | $219,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,227 | BOYAmt |
| EOY | $486,041 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,227 | BOYAmt |
| EOY | $486,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $133,814 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,195 | CurrentTaxYearAmt |
| Total | $1,318,464 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,195 | CurrentTaxYearAmt |
| Total | $1,318,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,318,464 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,485 | CurrentTaxYearAmt |
| Total | $12,326 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,068 | CurrentTaxYearMinus3YearsAmt |
| Total | $4,068 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,049 | CurrentTaxYearAmt |
| Total | $8,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,343,620 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,194,204 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469 | BeginningYearBalanceAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469 | BeginningYearBalanceAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469 | BeginningYearBalanceAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469 | BeginningYearBalanceAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469 | BeginningYearBalanceAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS AT CLEVELAND FOUNDATION | Desc |
| Book Value | $86,520 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $86,520 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $652,368 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $9,244 | OtherRevenueAmt |
| Revenue Not Reported | $9,244 | RevenueNotReportedAmt |
| Revenue Subtotal | $643,124 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $643,124 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $518,554 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $518,554 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$9,244 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$9,244 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $509,310 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | LEAF ADMINISTRATION ENDOWMENT FUND IS TO BE USED FOR SCHOLARSHIPS AND RELATED ADMINISTRATION EXPENSES. |
| PART X, LINE 2: | LEAF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHERBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE EXECUTIVE DIRECTOR AND FINANCE STAFF FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN ELECTRONICALLY DISTRIBUTED TO THE BOARD OF DIRECTORS IN ADVANCE OF FILING. A BOARD OFFICER SIGNS THE 990 (8879-TE) AND THE 990 IS ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST REQUIRES BOARD MEMBERS TO IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS, AND ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS, OR SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSIDERED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF TEH POTENTIAL CONFLICT OF INTEREST AND SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AFTER CONSIDERATION OF COMPARABLE DATA FROM OUTSIDE SOURCES. SALARY AND BENEFITS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990, WITHOUT SCHEDULE B, CAN ALSO BE FOUND ON SEVERAL PUBLICLY ACCESSIBLE WEBSITES. |
Comments