BELTON EDUCATIONAL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELTON EDUCATIONAL FOUNDATION (EIN 43-1942967)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349300428
- 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 | 2024-11-13T08:50:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431429186 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROUTT BEEMAN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 LOCUST PO BOX 160 | AddressLine1Txt |
| City | HARRISONVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64701 | 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 | 431942967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELTON EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELT | BusinessNameControlTxt |
| Phone | 8163481150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W WALNUT | AddressLine1Txt |
| City | BELTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL HOUSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8163481150 | PhoneNum |
| Signature | 2024-11-07 | 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 | MICHAEL E GROSZEK CPA | PreparerPersonNm |
| PTIN | P00079713 | PTIN |
| Phone | 8163805500 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| 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 | JOEL HOUSER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1013 WOODLAND DR | AddressLine1Txt |
| City | BELTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $746,870 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BELTONFOUNDTION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | BELTON EDUCATIONAL FOUNDATION PROVIDES FUNDING TO ENRICH EDUCATIONAL OPPORTUNITIES AND ENCOURAGE INNOVATION TO MAXIMIZE THE LEARNING POTENTIAL OF EVERY STUDENT ATTENDING THE BELTON SCHOOL DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $175,034 | PYContributionsGrantsAmt |
| CY Contributions Grants | $167,386 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,861 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,472 | CYInvestmentIncomeAmt |
| PY Other Revenue | $152,061 | PYOtherRevenueAmt |
| CY Other Revenue | $153,270 | CYOtherRevenueAmt |
| PY Total Revenue | $338,956 | PYTotalRevenueAmt |
| CY Total Revenue | $333,128 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,696 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $84,310 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,506 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,614 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,744 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,319 | PYOtherExpensesAmt |
| CY Other Expenses | $72,936 | CYOtherExpensesAmt |
| PY Total Expenses | $258,521 | PYTotalExpensesAmt |
| CY Total Expenses | $243,860 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $80,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,268 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $950,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,158,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $944,647 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,152,088 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BELTON EDUCATIONAL FOUNDATION WILL PROVIDE FUNDING TO ENRICH EDUCATIONAL OPPORTUNITIES AND ENCOURAGE INNOVATION TO MAXIMIZE THE LEARNING POTENTIAL OF EVERY STUDENT ATTENDING THE BELTON SCHOOL DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $157,084 | ExpenseAmt |
| Grant | $84,310 | GrantAmt |
| Revenue | $25,373 | RevenueAmt |
| Desc | THE BELTON EDUCATIONAL FOUNDATION AWARDED SEVERAL GRANTS TO TEACHERS AND SCHOOLS WITHIN THE BELTON SCHOOL DISTRICT. THESE FUNDS ARE USED TO PURCHASE TECHNOLOGY FOR CLASSROOMS, INNOVATIVE CURRICULUM FOR CLASSROOMS, FUND EDUCATIONAL FIELD TRIPS, PURCHASE BOOKS AND SCIENCE MATERIALS, AS WELL AS PROVIDE OTHER CLASSROOM SUPPLIES FOR THE PURPOSE OF ENHANCING THE EDUCATIONAL EXPERIENCE OF STUDENTS ATTENDING THE BELTON SCHOOL DISTRICT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BELTON EDUCATIONAL FOUNDATION AWARDED SCHOLARSHIPS TO GRADUATING SENIORS TO HELP FUND THEIR COLLEGE EDUCATION. THE FOUNDATION ALSO HELPED FUND INDIVIDUAL STUDENTS' LEADERSHIP OR LEARNING OPPORTUNITIES, SUCH AS LEADERSHIP CONFERENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $157,084 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN FLETCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8163481150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W WALNUT | AddressLine1Txt |
| City | BELTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CHARLOTTE BRADLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN IRVIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MORTON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MUDER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB POISAL | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW UNDERWOOD | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE WILSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKIE PETERS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL HOUSER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE DAVIDSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM O'CONNOR | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA VEST | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RJ WARREN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED YONKER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICK BOETH | ||||||
| SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOYE CONKLIN | ||||||
| PAST PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN FLETCHER | ||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 |
| All Other Contributions | $167,386 | AllOtherContributionsAmt |
| Total Contributions | $167,386 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,561 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,614 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,089 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,089 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $169,408 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $29,039 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,369 | TotalRevenueColumnAmt |
| Exclusion | $140,369 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $12,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,901 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,901 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $140,369 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,637 | TotalAmt |
| Program Services | $58,637 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,673 | TotalAmt |
| Program Services | $25,673 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,614 | TotalAmt |
| Program Services | $42,297 | ProgramServicesAmt |
| Management And General | $13,234 | ManagementAndGeneralAmt |
| Fundraising | $31,083 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,020 | TotalAmt |
| Fundraising | $5,020 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551 | TotalAmt |
| Program Services | $269 | ProgramServicesAmt |
| Management And General | $84 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $29,302 | ProgramServicesAmt |
| Management And General | $9,168 | ManagementAndGeneralAmt |
| Fundraising | $21,530 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635 | TotalAmt |
| Program Services | $310 | ProgramServicesAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
| Fundraising | $228 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $5,247 | $5,247 | ||
| MEMBERSHIP FEES | $1,220 | $438 | $596 | $186 |
| CONTRACT SERVICES | $263 | $263 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,860 | TotalAmt |
| Program Services | $157,084 | ProgramServicesAmt |
| Management And General | $23,032 | ManagementAndGeneralAmt |
| Fundraising | $63,744 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,220 | BOYAmt |
| EOY | $83,722 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,084 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,427 | BOYAmt |
| EOY | $974,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,647 | BOYAmt |
| EOY | $1,158,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $6,000 | 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 | $745,482 | BOYAmt |
| EOY | $918,344 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,165 | BOYAmt |
| EOY | $233,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,647 | BOYAmt |
| EOY | $1,152,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,647 | BOYAmt |
| EOY | $1,158,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $89,268 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,173 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $60,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | 0 | 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 | $181,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,386 | CurrentTaxYearAmt |
| Total | $1,096,050 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,386 | CurrentTaxYearAmt |
| Total | $1,096,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,096,050 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,472 | CurrentTaxYearAmt |
| Total | $64,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,160,810 | TotalSupportAmt |
| Public Support CY170 | 0.94420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $199,165 | BeginningBalanceAmt |
| Additions During Year | $35,171 | AdditionsDuringYearAmt |
| Distributions During Year | $592 | DistributionsDuringYearAmt |
| Ending Balance | $233,744 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,165 | BeginningYearBalanceAmt |
| Contributions | $15,875 | ContributionsAmt |
| Investment Earnings Or Losses | $19,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $592 | OtherExpendituresAmt |
| End Year Balance | $233,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,182 | BeginningYearBalanceAmt |
| Contributions | $13,002 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,527 | OtherExpendituresAmt |
| End Year Balance | $199,165 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,964 | BeginningYearBalanceAmt |
| Contributions | $50,375 | ContributionsAmt |
| Investment Earnings Or Losses | $9,843 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $238,182 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,733 | BeginningYearBalanceAmt |
| Contributions | $80,702 | ContributionsAmt |
| Investment Earnings Or Losses | $7,529 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $177,964 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,688 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,500 | OtherExpendituresAmt |
| End Year Balance | $89,733 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $480,340 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $58,173 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $60,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $118,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $362,167 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$29,039 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$29,039 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $333,128 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $272,899 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $272,899 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$29,039 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$29,039 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $243,860 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -29,039. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -29,039. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event2 | SCHOOL FUND RAISER | Event2Nm |
| Gross Receipts Event2 | $169,408 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $169,408 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $29,039 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $169,408 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $169,408 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,039 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,039 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $140,369 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELTON SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W WALNUT | AddressLine1Txt |
| City | BELTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 446001808 | RecipientEIN |
| Cash Grant | $58,637 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FUND EDUCATIONAL OPPORTUNITIES | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $25,673 | CashGrantAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS AND IS DISTRIBUTED VIA EMAIL PRIOR TO A BOARD MEETING. MEMBERS HAVE THE OPPORTUNITY TO REVIEW AND DISCUSS. A VOTE IS TAKEN AT A BOARD MEETING TO APPROVE THE 990 PRIOR TO SUBMISSION TO IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES IS MANDATED TO FILL OUT AND SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. BOARD MEMBERS ARE ASKED TO ABSTAIN FROM VOTING ON ANY AND ALL MATTERS WITH WHICH THEY HAVE A CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL POLICIES AND FINANCIAL SOCUMENTS ARE KEPT IN THE OFFICE OF THE EXECUTIVE DIRECTOR. DOCUMENTS ARE ALSO AVAILABLE THROUGH THE ONLINE DATABASE OF CHARITABLE ORGANIZATIONS AT HTTP://GUIDESTAR.ORG |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | NICK BOETH - 11 EAST 70TH STREET, KANSAS CITY, MO 64113. CHARLOTTE BRADLEY - 17310 ALLENDALE, BELTON, MO 64012. JOYE CONKLIN - 528 MARK LANE, BELTON, MO 64012. KAREN FLETCHER - 308 TAYLOR LANE, BELTON, MO 64012. NATHAN IRVIN - 16725 MONKS WALK, VILLAGE OF LOCH LLOYD, MO 64012. KATHY MORTON - 408 BRADFORD LANE, BELTON, MO 64012. KATHY MUDER - 7805 E. 162ND TERRACE, BELTON, MO 64012. BOB POISAL - 29321 S. ARNOLD RD., HARRISONVILLE, MO 64701. ANDREW UNDERWOOD - 1505 E. 187TH ST., BELTON, MO 64012. MICHELLE WILSON - 917 KENT DRIVE, BELTON, MO 64012. VICKIE PETERS - 20408 S. COTTONWOOD DR., BELTON, MO 64012. JOEL HOUSER - 17010 MAX COURT, VILLAGE OF LOCH LLOYD, MO 64012. STEPHANIE DAVIDSON - 847 CREEKMOOR POND LN, RAYMORE, MO 64083. TOM O'CONNOR - 1704 KNOLL CREKK LN, RAYMORE, MO 64083. MARSHA VEST - 501 LONDON WAY, BELTON, MO 64012. R.J. WARREN - 7910 KEVIN LANE, BELTON, MO 64012. FRED YONKER - 417 MAIN STREET, BELTON, MO 64012. |
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