YARMOUTH EDUCATION FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- YARMOUTH EDUCATION FOUNDATION (EIN 27-4535120)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349204037
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:45:01-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010522395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 US ROUTE 1 STE 102 | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040966817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274535120 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YARMOUTH EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YARM | BusinessNameControlTxt |
| Phone | 2078465586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MCCARTNEY STREET | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE FORREST | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2078465586 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACKIE | PersonFirstNm |
| Person Last | FORREST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA SCHULTZ BROWN CPA | PreparerPersonNm |
| PTIN | P00692494 | PTIN |
| Phone | 2078468881 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.YARMOUTHEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $71,535 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $70,973 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $308 | InvestmentIncomeAmt |
| Other Revenue Total | $254 | OtherRevenueTotalAmt |
| Total Revenue | $71,535 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $58,551 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $4,782 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $5,853 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $4,062 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $7,456 | OtherExpensesTotalAmt |
| Total Expenses | $80,704 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,169 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $354,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $345,718 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,282 | BOYAmt |
| EOY | $346,429 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550 | BOYAmt |
| EOY | $550 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,832 | BOYAmt |
| EOY | $346,979 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,945 | BOYAmt |
| EOY | $1,261 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,887 | BOYAmt |
| EOY | $345,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE FUNDING THROUGH GRANTS AND AWARDS TO ENRICH THE OVERALL EDUCATIONAL EXPERIENCE OF STUDENTS IN THE YARMOUTH SCHOOL DEPARTMENT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | AWARDS AND GRANTS - TO FUND MULTIPLE PROGRAMS IN THE YARMOUTH SCHOOL DEPARTMENT | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $58,551 | GrantsAndAllocationsAmt |
| Program Service Expenses | $71,528 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $71,528 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOE WALDEN | ||
| PRESIDENT | 5.00 | $0 |
| KATIE ESTABROOK | ||
| DIRECTOR | 2.00 | $0 |
| PAUL LATTANZI | ||
| CO-VICE PRES | 5.00 | $0 |
| KRISTINA JENKINS | ||
| CO-VICE PRES | 5.00 | $0 |
| CHRISTINA PATRICK | ||
| SECRETARY | 5.00 | $0 |
| MORGAN CUTHBERT | ||
| DIRECTOR | 2.00 | $0 |
| JACKIE FORREST | ||
| TREASURER | 5.00 | $0 |
| CRAIG WOLF | ||
| DIRECTOR | 2.00 | $0 |
| NISHA DEARBORN | ||
| DIRECTOR | 2.00 | $0 |
| KATIE EICHLEAY | ||
| DIRECTOR | 2.00 | $0 |
| ALISTAR RAYMOND | ||
| DIRECTOR | 2.00 | $0 |
| NATHANIEL RUNGE | ||
| DIRECTOR | 2.00 | $0 |
| ERIN YAREMA | ||
| DIRECTOR | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MCCARTNEY STREET | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2078465586 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $53,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,973 | CurrentTaxYearAmt |
| Total | $395,082 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,973 | CurrentTaxYearAmt |
| Total | $395,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $82,315 | SubstantialContributorsTotAmt |
| Public Support Total170 | $312,767 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308 | CurrentTaxYearAmt |
| Total | $569 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200 | CurrentTaxYearMinus2YearsAmt |
| Total | $6,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $401,868 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $115,713 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82810 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | RETURNED GRANTS 254 TOTAL 254 |
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: AWARDS AND GRANTS NAME: VARIOUS YARMOUTH SCHOOL ADDRESS: 101 MCCARTNEY STREET YARMOUTH, ME 04096 CASH CONTRIBUTION: 58,551 |
| FORM 990-EZ, PART I, LINE 16 | OTHER EVENTS OTHER 837 SOCIAL EXPENSES 367 EXPENSES ADVERTISING AND PROMOTION 2,779 CREDIT CARD PROCESSING FEES 595 DUES & SUBSCRIPTIONS 1,022 MEMBERSHIP DUES 100 INSURANCE 1,756 TOTAL 7,456 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 550 550 TOTAL 550 550 |
| FORM 990-EZ, PART II, LINE 26 | GRANTS PAYABLE 3,945 1,261 |
| FORM 990-EZ, PART III | TO PROVIDE FUNDING THROUGH GRANTS AND AWARDS TO ENRICH THE OVERALL EDUCATIONAL EXPERIENCE OF STUDENTS IN THE YARMOUTH SCHOOL DEPARTMENT. |
Comments