LAWRENCE SCHOOLS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE SCHOOLS FOUNDATION (EIN 48-1016950)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349303002
- 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 | 2024-11-08T11:00:02-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842546429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kindred CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 East Eighth Street Ste A | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481016950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence Schools Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 7853301941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Mcdonald Drive | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENA JOHNSTON | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | KENNETH R HITE CPA | PreparerPersonNm |
| PTIN | P00237300 | PTIN |
| Phone | 7858428844 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA GAUTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Mcdonald Drive | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $979,083 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAWRENCESCHOOLSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | ENRICHING THE EDUCATION PROVIDED TO ALL STUDENTS IN THE LAWRENCE PUBLIC SCHOOL SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $859,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $830,582 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$164,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $148,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$14,758 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,846 | CYOtherRevenueAmt |
| PY Total Revenue | $679,659 | PYTotalRevenueAmt |
| CY Total Revenue | $960,237 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $618,238 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $299,852 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $143,321 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $148,568 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $51,973 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,245 | PYOtherExpensesAmt |
| CY Other Expenses | $61,532 | CYOtherExpensesAmt |
| PY Total Expenses | $828,804 | PYTotalExpensesAmt |
| CY Total Expenses | $509,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$149,145 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $450,285 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,312,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,179,945 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,300,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,167,535 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENRICH THE EDUCATION PROVIDED TO ALL STUDENTS IN THE LAWRENCE PUBLIC SCHOOL SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $232,648 | ExpenseAmt |
| Grant | $188,078 | GrantAmt |
| Desc | SCHOOL ASSISTANCE GRANTS - NEEDS BASED GRANTS FOR SCHOOLS; DISTRICT WIDE PROGRAM SUPPORT - GRANTS MADE UPON REQUEST BY AUTHORIZED DISTRICT ADMINISTRATORS FROM RESTRICTED FUNDS ESTABLISHED FOR VARIOUS DISTRICT PROGRAMS, INCLUDING SCHOOL SPECIFIC PROGRAMS; TEACHER INNOVATION GRANT PROGRAM - PROVIDE GRANTS TO TEACHERS FOR INNOVATIVE CLASSROOM/SCHOOL PROGRAMS AND PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,130 | ExpenseAmt |
| Grant | $59,130 | GrantAmt |
| Desc | SCHOLARSHIPS - PROVIDE AWARDS FOR GRADUATING SENIORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,522 | ExpenseAmt |
| Grant | $44,522 | GrantAmt |
| Desc | EARLY CHILDHOOD READINESS PROGRAM - PROVIDE SUPPORT OF PRE-K CLASSROOMS FOR APPROXIMATELY 75 AT-RISK FOUR YEAR OLDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,122 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,122 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $344,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dena Johnston | PersonNm |
| Phone | 7853301941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Mcdonald Drive | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DENA JOHNSTON | |||||||
| EXEC. DIRECTOR | 45.00 | 0.00 | Yes (X) | $84,254 | $0 | $0 | |
| JENNIFER BERQUIST | |||||||
| Past President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ZAK BOLICK | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SHANNON KIMBALL | |||||||
| EX-OFFICIO | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROB GILLESPIE | |||||||
| Vice President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARTIN MOORE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS ANDERSON | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MINDY COLLMEYER | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT KIMZEY | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KATE WHITE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SANDRA GAUTT | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNE COSTELLO | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JULIE DUNLAP | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANNIE MYERS | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AUDRA FUSSELL | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN COOPER | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALLISON VANCE MOORE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROBIN WARD | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PATRICK KELLY | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR ANTHONY LEWIS | |||||||
| EX-OFFICIO | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HUGH CARTER | |||||||
| EX-OFFICIO | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,254 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $92,718 | FundraisingAmt |
| All Other Contributions | $737,864 | AllOtherContributionsAmt |
| Total Contributions | $830,582 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,160 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,341 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,341 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,341 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,341 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $92,718 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,846 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,846 | TotalRevenueColumnAmt |
| Exclusion | -$18,846 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $960,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148,501 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$18,846 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,600 | TotalAmt |
| Program Services | $232,600 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,252 | TotalAmt |
| Program Services | $67,252 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,254 | TotalAmt |
| Program Services | $25,276 | ProgramServicesAmt |
| Management And General | $16,850 | ManagementAndGeneralAmt |
| Fundraising | $42,128 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,933 | TotalAmt |
| Program Services | $13,480 | ProgramServicesAmt |
| Management And General | $31,453 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,381 | TotalAmt |
| Program Services | $5,814 | ProgramServicesAmt |
| Management And General | $13,567 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,090 | TotalAmt |
| Management And General | $9,090 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,099 | TotalAmt |
| Management And General | $29,099 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,168 | TotalAmt |
| Management And General | $2,168 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,570 | TotalAmt |
| Management And General | $1,840 | ManagementAndGeneralAmt |
| Fundraising | $6,730 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497 | TotalAmt |
| Management And General | $1,497 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| HONORARIUM | $2,564 | $2,564 | |
| DUES & SUBSCRIPTIONS | $2,148 | $2,148 | |
| CATERING- STAFF | $1,990 | $1,990 | |
| CATERING- BOARD EVENT | $1,869 | $1,869 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,537 | TotalAmt |
| Management And General | $1,570 | ManagementAndGeneralAmt |
| Fundraising | $967 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,952 | TotalAmt |
| Program Services | $344,422 | ProgramServicesAmt |
| Management And General | $113,557 | ManagementAndGeneralAmt |
| Fundraising | $51,973 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,692 | BOYAmt |
| EOY | $174,988 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,378 | BOYAmt |
| EOY | $4,004,957 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,312,070 | BOYAmt |
| EOY | $4,179,945 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,677 | BOYAmt |
| EOY | $12,410 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,677 | BOYAmt |
| EOY | $12,410 | 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 | $568,975 | BOYAmt |
| EOY | $814,721 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,731,418 | BOYAmt |
| EOY | $3,352,814 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,300,393 | BOYAmt |
| EOY | $4,167,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,312,070 | BOYAmt |
| EOY | $4,179,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $450,285 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $416,857 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIFIED SCHOOL DISTRICT #497 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480724592 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $344,422 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $344,422 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $71,318 | PriorYearAmt |
| Current Year | $148,501 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $71,318 | PriorYearAmt |
| Current Year | $148,501 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $26,382 | PriorYearAmt |
| Current Year | $29,099 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $44,936 | PriorYearAmt |
| Current Year | $119,402 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,315,128 | PriorYearAmt |
| Current Year | $3,594,168 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $288,196 | PriorYearAmt |
| Current Year | $151,840 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,603,324 | PriorYearAmt |
| Current Year | $3,746,008 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,603,324 | PriorYearAmt |
| Current Year | $3,746,008 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,603,324 | PriorYearAmt |
| Current Year | $3,746,008 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $126,116 | PriorYearAmt |
| Current Year | $131,110 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $126,116 | PriorYearAmt |
| Current Year | $131,110 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $44,936 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $38,196 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $126,116 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $126,116 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $126,116 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $232,600 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $67,252 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $44,570 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $344,422 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $126,116 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0.00000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $126,116 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $334,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $405,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $720,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $823,901 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,945,222 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $126,116 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $208,043 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $2,611,063 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $344,422 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $344,422 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $2,955,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $405,528 | ExcessFromYear5Amt |
| Excess From Year4 | $720,400 | ExcessFromYear4Amt |
| Excess From Year3 | $823,901 | ExcessFromYear3Amt |
| Excess From Year2 | $661,234 | ExcessFromYear2Amt |
| Excess From Year1 | $344,422 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org. | THE SUPPORTED ORGANIZATION IS THE UNIFIED SCHOOL DISTRICT 497. THIS IS A PUBLIC SCHOOL DISTRICT. AS A GOVERNMENT ENTITY, IT IS NOT REQUIRED TO APPLY FOR TAX EXEMPT STATUS AND WOULD NOT HAVE AN IRS DETERMINATION LETTER. |
| Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played | THE SUPERINTENDENT OF THE SUPPORTED SCHOOL DISTRICT IS A MEMBER OF THE BOARD OF DIRECTORS AND AS SUCH WOULD BE INCLUDED IN INVESTMENT DECISIONS AS ALL DIRECTORS. |
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 | $2,566,903 | BeginningYearBalanceAmt |
| Contributions | $615,051 | ContributionsAmt |
| Investment Earnings Or Losses | $327,317 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $66,752 | GrantsOrScholarshipsAmt |
| Other Expenditures | $226,830 | OtherExpendituresAmt |
| Administrative Expenses | $15,272 | AdministrativeExpensesAmt |
| End Year Balance | $3,200,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,026,906 | BeginningYearBalanceAmt |
| Contributions | $629,179 | ContributionsAmt |
| Investment Earnings Or Losses | -$384,521 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $66,121 | GrantsOrScholarshipsAmt |
| Other Expenditures | $609,117 | OtherExpendituresAmt |
| Administrative Expenses | $29,423 | AdministrativeExpensesAmt |
| End Year Balance | $2,566,903 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,865,726 | BeginningYearBalanceAmt |
| Contributions | $1,720,098 | ContributionsAmt |
| Investment Earnings Or Losses | $253,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,762 | GrantsOrScholarshipsAmt |
| Other Expenditures | $703,723 | OtherExpendituresAmt |
| Administrative Expenses | $31,746 | AdministrativeExpensesAmt |
| End Year Balance | $3,026,906 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,139,453 | BeginningYearBalanceAmt |
| Contributions | $1,273,756 | ContributionsAmt |
| Investment Earnings Or Losses | $156,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $70,151 | GrantsOrScholarshipsAmt |
| Other Expenditures | $608,662 | OtherExpendituresAmt |
| Administrative Expenses | $24,768 | AdministrativeExpensesAmt |
| End Year Balance | $1,865,726 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,023,268 | BeginningYearBalanceAmt |
| Contributions | $306,407 | ContributionsAmt |
| Investment Earnings Or Losses | $199,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $73,809 | GrantsOrScholarshipsAmt |
| Other Expenditures | $292,947 | OtherExpendituresAmt |
| Administrative Expenses | $22,664 | AdministrativeExpensesAmt |
| End Year Balance | $1,139,453 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Book Value Securities | $4,004,957 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $960,237 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $960,237 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $960,237 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $509,952 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $509,952 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $509,952 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $63,942 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,942 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $15,364 | OtherDirectExpensesEvent1Amt |
| Event2 | OVATION | Event2Nm |
| Gross Receipts Event2 | $28,776 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,776 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $3,482 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $92,718 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,718 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $18,846 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,846 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,846 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USD #497 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MCDONALD DR | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 480724592 | RecipientEIN |
| Cash Grant | $232,600 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PROVIDE GRANTS AND OTHER ASSISTANCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TEACHER AWARDS | 6 | $8,122 |
| STUDENT SCHOLARSHIPS | 40 | $59,130 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | LAWRENCE SCHOOLS FOUNDATION REQUIRES THAT TEACHERS RECEIVING CLASSROOM GRANTS PROVIDE A SUMMARY OF THE OUTCOMES OF THEIR PROJECTS AT THE END OF THE SCHOOL YEAR. LAWRENCE SCHOOLS FOUNDATION ALSO RECEIVES AN EXPENDITURE REPORT FROM THE LAWRENCE PUBLIC SCHOOLS ACCOUNTING OFFICE AT THE END OF THE SCHOOL YEAR ON THE USE OF THE GRANT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: SCHOOL ASSISTANCE GRANTS - NEEDS BASED GRANTS FOR SCHOOLS; DISTRICT WIDE PROGRAM SUPPORT - GRANTS MADE UPON REQUEST BY AUTHORIZED DISTRICT ADMINISTRATORS FROM RESTRICTED FUNDS ESTABLISHED FOR VARIOUS DISTRICT PROGRAMS, INCLUDING SCHOOL SPECIFIC PROGRAMS; TEACHER INNOVATION GRANT PROGRAM - PROVIDE GRANTS TO TEACHERS FOR INNOVATIVE CLASSROOM/SCHOOL PROGRAMS AND PROJECTS. |
| Form 990, Part VI, Section B, Line 11b | AFTER REVIEW BY THE FINANCE COMMITTEE, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO BEING FILED. |
| Form 990, Part VI, Section B, Line 12c | DISCLOSURE STATEMENTS FROM BOARD MEMBERS ARE RECEIVED AND REVIEWED BY THE EXECUTIVE DIRECTOR, WHO WOULD NOTIFY THE BOARD PRESIDENT OF ANY APPARENT POTENTIAL CONFLICTS. |
| Form 990, Part VI, Section B, Line 15a | THE EXECUTIVE COMMITTEE EVALUATED THE EXECUTIVE DIRECTOR'S PERFORMANCE FOR THE YEAR, REVIEWED COMPENSATION ADJUSTMENTS FOR SIMILAR USD 497 ADMINISTRATORS AND THEN RECOMMENDED ANY COMPENSATION ADJUSTMENTS TO THE FULL BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART V, LINE 1C: | THE ORGANIZATION HAS NOT BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICES THAT THEY ARE SUBJECT TO THE BACK UP WITHHOLDING RULES. SINCE THE ORGANIZATION WAS NOT SUBJECT TO THESE RULES, THEY ACCORDINGLY HAVE COMPLIED WITH THESE RULES. |
| FORM 990, PART VI, SECTION C, LINE 18: | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. |
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