INTMA EDUCATION FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTMA EDUCATION FOUNDATION INC (EIN 35-2070541)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-25
- IRS object ID
- 202432699349200528
- Schema version
- 2023v5.1
- 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 | 2024-09-25T11:03:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352070541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA CHAPTER NATIONAL TOOL | BusinessNameLine1Txt |
| Business Name Line2 | & MACHINING ASSOC EDUC FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTM | BusinessNameControlTxt |
| Phone | 3178441595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3482 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT RIZZI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3178441595 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.INTMA.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $27,532 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,275 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $207 | InvestmentIncomeAmt |
| Fundraising Gross Income | $7,050 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,554 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$2,504 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $17,978 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $27,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $7,663 | OtherExpensesTotalAmt |
| Total Expenses | $34,663 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,685 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $93,213 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $76,528 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,070 | BOYAmt |
| EOY | $69,684 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,143 | BOYAmt |
| EOY | $6,844 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,213 | BOYAmt |
| EOY | $76,528 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,213 | BOYAmt |
| EOY | $76,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TRAINING IN THE TOOLING INDUSTRY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ADMINISTRATION OF SKILLED TRAINING IN THE TOOLING INDUSTRY | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $27,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $27,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SCOTT BUIE | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID BOYER | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SCOTT RIZZI | ||||
| SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| JEFF HAGGARD | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JASON HOWARD | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| RYAN METZING | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| TIM MURPHY | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ZAC OVERTON | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| RYAN MERRILL | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RIZZI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3482 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178441595 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,275 | CurrentTaxYearAmt |
| Total | $101,397 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,275 | CurrentTaxYearAmt |
| Total | $101,397 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $101,397 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207 | CurrentTaxYearAmt |
| Total | $947 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207 | CurrentTaxYearAmt |
| Total | $947 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,006 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,006 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,482 | CurrentTaxYearAmt |
| Total | $104,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88300 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $27,325 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,275 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,050 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,554 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $27,325 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,275 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,050 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,554 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,554 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,504 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 207. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 07/26/23. AMOUNT GIVEN: 3,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 07/26/23. AMOUNT GIVEN: 3,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 2,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 3,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 08/09/23. AMOUNT GIVEN: 2,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 11/30/23. AMOUNT GIVEN: 2,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AT VINCENNES UNIVERSITY. GRANTEE NAME: VINCENNES UNIVERSITY- INDIVIDUAL RECIPIENT. DATE OF GIFT: 11/30/23. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK FEES. AMOUNT: 165. DESCRIPTION: CICF FEES. AMOUNT: 4,020. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 3,478. TOTAL TO FORM 990-EZ, LINE 16: 7,663. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: FUNDS AT CENTRAL INDIANA COMMUNITY FOUNDATION. BEG. OF YEAR AMOUNT: 70. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM AFFILIATE. BEG. OF YEAR AMOUNT: 14,073. END OF YEAR AMOUNT: 6,844. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |