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MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION (EIN 23-2984263)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-10
IRS object ID
202531009349200913
Schema version
2023v6.0
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)
Return2025-04-10T14:17:37-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510229493PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barbacane Thornton & Company LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1503 Carr RoadAddressLine1Txt
CityWilmngtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19809ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232984263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Montgomery County Intermediate UnitBusinessNameLine1Txt
Business Name Line2Education FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6107559410PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 West Lafayette StreetAddressLine1Txt
CityNorristownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSandra M EdlingPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6107559304PhoneNum
Signature2025-04-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph Manfre CPAPreparerPersonNm
PTINP01982332PTIN
Phone3024788940PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.mciuef.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$56,664GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$26,116ContributionsGiftsGrantsEtcAmt
Investment Income$14InvestmentIncomeAmt
Fundraising Gross Income$30,534FundraisingGrossIncomeAmt
Special Events Direct Expenses$24,191SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$6,343SpecialEventsNetIncomeLossAmt
Total Revenue$32,473TotalRevenueAmt
Grants And Similar Amounts Paid$30,214GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$4,438FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,368OtherExpensesTotalAmt
Total Expenses$36,020TotalExpensesAmt
Excess Or Deficit For Year-$3,547ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,743NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$92,196NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$95,743BOYAmt
EOY$92,196EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,743BOYAmt
EOY$92,196EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,743BOYAmt
EOY$92,196EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeEducation opportunities for children with special needs.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Post secondary scholarships provided to students with special needs. Benefitted 16 students.$6,884$6,884
Summer camperships provided for students with special needs.$23,330$23,330
FieldValueIRS element (for citing)
Total Program Service Expenses$30,214TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dr Regina Speaker
Executive Director0.50$0$0$0
Juliane Ramic
Trustee0.50$0$0$0
Ben DeSantis
Trustee0.50$0$0$0
Daniel C Currie
Trustee0.50$0$0$0
Deanna Watson
Trustee0.50$0$0$0
Jean Miksch
Trustee0.50$0$0$0
Dr Bardley C Landis
Trustee0.50$0$0$0
Dr Etta Lee Nurick
Trustee0.50$0$0$0
Rebecca Coyle
Trustee0.50$0$0$0
Talia Hanby
Trustee0.50$0$0$0
Stan H Wisler
Trustee0.50$0$0$0
Thomas Hillanbrand
Trustee0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSandra Edling Foundation TreasurerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 W Lafayette StreetAddressLine1Txt
CityNorristownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194014710ZIPCd
FieldValueIRS element (for citing)
Phone6107559304PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,403CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,363CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,533CurrentTaxYearMinus1YearAmt
Current Tax Year$26,116CurrentTaxYearAmt
Total$119,255TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,403CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,363CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,533CurrentTaxYearMinus1YearAmt
Current Tax Year$26,116CurrentTaxYearAmt
Total$119,255TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$119,255PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14CurrentTaxYearMinus1YearAmt
Current Tax Year$14CurrentTaxYearAmt
Total$109TotalAmt
FieldValueIRS element (for citing)
Total Support$119,364TotalSupportAmt
Public Support CY1700.99910PublicSupportCY170Pct
Public Support PY1700.99900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf OutingEvent1Nm
Gross Receipts Event1$15,594GrossReceiptsEvent1Amt
Gross Revenue Event1$15,594GrossRevenueEvent1Amt
Other Direct Expenses Event1$12,347OtherDirectExpensesEvent1Amt
Event2Monte Carlo NightEvent2Nm
Gross Receipts Event2$14,940GrossReceiptsEvent2Amt
Gross Revenue Event2$14,940GrossRevenueEvent2Amt
Other Direct Expenses Event2$11,844OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Total$30,534GrossReceiptsTotalAmt
Gross Revenue Total Events$30,534GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$24,191OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,191DirectExpenseSummaryEventsAmt
Net Income Summary$6,343NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Interest Earnings. Amount: 14.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Post Secondary Scholarships. Grantee Name: Various. Amount Given: 6,884.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Summer Camperships. Grantee Name: Various. Amount Given: 23,330. Total included on Form 990-EZ, line 10: 30,214.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Office Expense. Amount: 368. Description: Programs. Amount: 1,000. Total to Form 990-EZ, line 16: 1,368.

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.DeclarationDesc

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