AED FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AED FOUNDATION INC (EIN 36-3784945)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349303509
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T13:52:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363856676 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1051 PERIMETER DR 9TH FLOOR | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | 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 | 363784945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AED FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AEDF | BusinessNameControlTxt |
| Phone | 6305740650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 E ALGONQUIN ROAD SUITE 305 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MCGUIRE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6305740650 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD PORTER | PreparerPersonNm |
| PTIN | P01058119 | PTIN |
| Phone | 8472401040 | PhoneNum |
| Preparation | 2024-11-08 | 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 | BRIAN MCGUIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 E ALGONQUIN ROAD SUITE 305 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,756,065 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AEDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE AED FOUNDATION ENHANCES THE SUCCESS OF AED MEMBER COMPANIES BY ENCOURAGING CONTINUOUS LEARNING, PROVIDING EDUCATIONAL OPPORTUNITIES FOR TODAY'S EMPLOYEES AND IMPROVING THE QUANTITY AND QUALITY OF AVAILABLE EMPLOYEES FOR THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,304,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,306,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $526,138 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $757,705 | CYProgramServiceRevenueAmt |
| PY Investment Income | $87,524 | PYInvestmentIncomeAmt |
| CY Investment Income | $75,504 | CYInvestmentIncomeAmt |
| PY Other Revenue | $208,078 | PYOtherRevenueAmt |
| CY Other Revenue | $198,965 | CYOtherRevenueAmt |
| PY Total Revenue | $4,125,761 | PYTotalRevenueAmt |
| CY Total Revenue | $4,338,669 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $147,268 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,711 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $689,779 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $865,176 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $691,120 | PYOtherExpensesAmt |
| CY Other Expenses | $1,043,591 | CYOtherExpensesAmt |
| PY Total Expenses | $1,528,167 | PYTotalExpensesAmt |
| CY Total Expenses | $1,940,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,597,594 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,398,191 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,931,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,698,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $237,348 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $284,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,694,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,414,589 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AED FOUNDATION ENHANCES THE SUCCESS OF AED MEMBER COMPANIES BY ENCOURAGING CONTINUOUS LEARNING, PROVIDING EDUCATIONAL OPPORTUNITIES FOR TODAY'S EMPLOYEES AND IMPROVING THE QUANTITY AND QUALITY OF AVAILABLE EMPLOYEES FOR THE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $279,546 | ExpenseAmt |
| Revenue | $470,632 | RevenueAmt |
| Desc | THE AED FOUNDATION PROVIDED MANAGEMENT LEVEL EDUCATIONAL SEMINARS AND WEBINARS FOR INDUSTRY EMPLOYEES TO IMPROVE THEIR PROFESSIONAL SKILLS AND LEADERSHIP ABILITIES IN AREAS INCLUDING SALES, RENTAL, CUSTOMER MANAGEMENT, FINANCE, PARTS, SERVICE, PRODUCT SUPPORT, HUMAN RESOURCES AND BRANCH MANAGEMENT. INDEPENDENT STUDY PROGRAM - THE INDEPENDENT STUDY PROGRAM IS A FUNCTION OF PROFESSIONAL EDUCATION AND IS A MEANS OF EDUCATING MANAGERS WITHOUT REQUIRING THEM TO LEAVE THE OFFICE OR HOME. SEVENTEEN AVAILABLE COURSE MODULES OFFER INDUSTRY-SPECIFIC MANAGEMENT EDUCATION IN PEOPLE MANAGEMENT AND SKILLS, SALES & CUSTOMER MANAGEMENT, AND THE FUNCTIONAL AREAS OF: PARTS, SERVICE, FINANCE AND RENTAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $755,746 | ExpenseAmt |
| Grant | $31,711 | GrantAmt |
| Revenue | $287,073 | RevenueAmt |
| Desc | IMAGE BUILDING - IMAGE BUILDING IS A FUNCTION OF WORKFORCE DEVELOPMENT AND INCLUDES THE AEDCAREERS.COM STUDENT RECRUITMENT WEBSITE, RECRUITMENT TOOLS OFFERED TO DEALERS ON AEDWORKFORCE.COM, AND INTER-ORGANIZATIONAL COALITIONS GEARED TOWARD INCREASING AWARENESS AND INTEREST IN CONSTRUCTION RELATED CAREERS. TEAM FORMATION & SUPPORT - TEAM FORMATION & SUPPORT IS ALSO A FUNCTION OF WORKFORCE DEVELOPMENT AND INCLUDES AED ACCREDITATION OF POST-SECONDARY COLLEGE ACADEMIC PROGRAMS IN EQUIPMENT TECHNOLOGY, RECOGNITION OF OTHER POST-SECONDARY TECHNICAL PROGRAMS VIA THE AED RECOGNIZED <STATE> EDUCATION ALLIANCE PROGRAM, AED RECOGNITION OF HIGH SCHOOL TECHNICAL PROGRAMS, AND PROMOTING LOCAL DEALER ENGAGEMENT IN LOCAL WORKFORCE DEVELOPMENT INITIATIVES. THESE PROGRAMS ARE SERVICES AND DO NOT GENERATE INCOME TO THE FOUNDATION, EXCEPT IN THE CASES OF SCHOOL ACCREDITATION AND THE EDUCATION ALLIANCE, WHERE A NOMINAL APPLICATION FEE IS REQUIRED TO HELP DEFRAY ADMINISTRATIVE COSTS. THE FOUNDATION CONTINUES TO STRESS THE IMPORTANCE OF WORKFORCE DEVELOPMENT PROJECTS, INCREASING THE VISIBILTIY OF INDUSTRY RELATED CAREERS THROUGH TWO WEBSITES: AEDWORKFORCE.COM AND AEDCAREERS.COM. TECHNICIAN JOB APPLICANTS AND DEALER WORKFORCE RECRUITMENT TOOLS ARE MADE AVAILABLE FOR LOCAL DEALER INITIATIVES ON AEDWORKFORCE.COM. AEDCAREERS.COM PROVIDES STUDENTS WITH THE OPPORTUNITY TO THOROUGHLY EXPLORE THE DEALER EQUIPMENT TECHNICIAN CAREER OPPORTUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,035,292 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANY NIEVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6305740650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 E ALGONQUIN ROAD SUITE 305 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| TIMOTHY J WATTERS | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE BENCK | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DARREN GRAHSL | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY SCOTT | |||||||
| PAST CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY DONLON | |||||||
| AED REPRESENTATIVE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BRENNAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WHIT PERRYMAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT YOUNG | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W JOHNSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNY BISHOP | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM GILBERTSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN FITZPATRICK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BUCK BAIRD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN BERRY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL DIMARCO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRYL LINDSEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SOMERS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN GIRARD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM HERON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL CHIMLEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN SHILLING | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM KESSLER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MCGUIRE | |||||||
| PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HENDERSON | |||||||
| EMERITUS | 40.00 | $0 | $170,359 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $170,359 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,306,495 | AllOtherContributionsAmt |
| Total Contributions | $3,306,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL PROGRAMS | 611430 | $470,632 | $470,632 |
| ASSESSMENTS | 611430 | $270,380 | $270,380 |
| ACCREDITATIONS | 611430 | $16,693 | $16,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $757,705 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,595 | TotalRevenueColumnAmt |
| Exclusion | $99,595 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,873 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,964 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,091 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,091 | TotalRevenueColumnAmt |
| Exclusion | -$24,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $361,609 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $163,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,177 | TotalRevenueColumnAmt |
| Exclusion | $198,177 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $788 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $788 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,338,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $758,493 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $273,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,711 | TotalAmt |
| Program Services | $31,711 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,359 | TotalAmt |
| Program Services | $153,323 | ProgramServicesAmt |
| Management And General | $17,036 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,693 | TotalAmt |
| Program Services | $180,848 | ProgramServicesAmt |
| Management And General | $365,845 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,895 | TotalAmt |
| Program Services | $13,466 | ProgramServicesAmt |
| Management And General | $15,429 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,660 | TotalAmt |
| Management And General | $59,660 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,569 | TotalAmt |
| Program Services | $27,762 | ProgramServicesAmt |
| Management And General | $31,807 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,702 | TotalAmt |
| Management And General | $5,702 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,683 | TotalAmt |
| Management And General | $18,683 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,708 | TotalAmt |
| Program Services | $293,708 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,920 | TotalAmt |
| Program Services | $2,920 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,513 | TotalAmt |
| Program Services | $8,444 | ProgramServicesAmt |
| Management And General | $14,069 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,697 | TotalAmt |
| Management And General | $108,697 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,640 | TotalAmt |
| Management And General | $56,640 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,509 | TotalAmt |
| Management And General | $93,509 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,008 | TotalAmt |
| Program Services | $216,008 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680 | TotalAmt |
| Management And General | $1,680 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,494 | TotalAmt |
| Management And General | $14,494 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| WORKFORCE DEVELOPMENT | $104,677 | $104,677 | |
| BANK FEES | $31,250 | $31,250 | |
| BAD DEBTS | $26,165 | $26,165 | |
| TELEPHONE | $14,040 | $14,040 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,905 | TotalAmt |
| Program Services | $2,425 | ProgramServicesAmt |
| Management And General | $6,480 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,478 | TotalAmt |
| Program Services | $1,035,292 | ProgramServicesAmt |
| Management And General | $905,186 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,554 | BOYAmt |
| EOY | $2,455,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,991 | BOYAmt |
| EOY | $1,065,310 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,342,637 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,108 | BOYAmt |
| EOY | $68,863 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,585 | BOYAmt |
| EOY | $15,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $224,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $224,986 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,662,214 | BOYAmt |
| EOY | $3,122,924 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,407 | BOYAmt |
| EOY | $628,503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,931,539 | BOYAmt |
| EOY | $9,698,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,348 | BOYAmt |
| EOY | $15,172 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,000 | BOYAmt |
| EOY | $269,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,348 | BOYAmt |
| EOY | $284,172 | 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 | $3,881,599 | BOYAmt |
| EOY | $7,034,392 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,592 | BOYAmt |
| EOY | $2,380,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,694,191 | BOYAmt |
| EOY | $9,414,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,931,539 | BOYAmt |
| EOY | $9,698,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,398,191 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $322,207 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $445,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $572,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $643,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,304,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,306,495 | CurrentTaxYearAmt |
| Total | $8,272,427 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $656,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $567,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,612,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $876,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,119,314 | CurrentTaxYearAmt |
| Total | $4,832,229 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $788 | CurrentTaxYearAmt |
| Total | $8,973 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,101,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,140,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,256,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,188,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,426,597 | CurrentTaxYearAmt |
| Total | $13,113,629 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,500 | CurrentTaxYearMinus1YearAmt |
| Total | $12,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $730,142 | CurrentTaxYearAmt |
| Total | $730,142 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $730,142 | CurrentTaxYearAmt |
| Total | $742,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,370,987 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,595 | CurrentTaxYearAmt |
| Total | $435,759 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,595 | CurrentTaxYearAmt |
| Total | $435,759 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,216,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,340,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,275,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,526,192 | CurrentTaxYearAmt |
| Total | $13,549,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96010 | PublicSupportPY509Pct |
| Investment Income CY | 0.03220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03860 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,682,408 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $176,703 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,859,111 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,978,159 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$295,751 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,682,408 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,779,384 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $198,775 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,978,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,661,146 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,238 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,779,384 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,461,412 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $199,734 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,661,146 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,986 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE | $614,491 |
| DEPOSITS | $14,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $628,503 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $334,109 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $334,109 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $163,422 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMIT | Event2Nm |
| Gross Receipts Event2 | $27,500 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $27,500 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $361,609 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $361,609 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $163,422 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $163,422 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $198,187 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $31,711 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS IN CONTACT WITH RECIPIENTS' SCHOOLS TO ENSURE FUNDS ARE UTILIZED FOR INTENDED PURPOSES. FOR SCHOLARSHIPS, SUBMISSION OF STUDENT GRADE TRANSCRIPTS ARE REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HENDERSON | PersonNm |
| Title | EMERITUS | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $167,864 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $2,495 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $170,359 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | IN ORDER TO PROVIDE EACH BOARD MEMBER AN OPPORTUNITY TO REVIEW THE 990 BEFORE FILING, A DRAFT COPY OF THE COMPLETED FORM 990 IS SENT TO EACH MEMBER VIA EMAIL. THE 990 WILL NOT BE FILED UNTIL THE BOARD HAS HAD SUFFICIENT TIME TO COMPLETE THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY HAS BEEN IMPLEMENTED. ON AN ANNUAL BASIS, THE POLICY WILL BE DISTRIBUTED TO ALL BOARD MEMBERS WITH INSTRUCTIONS TO INFORM MANAGEMENT OF ANY INTERESTS THAT MAY GIVE RISE TO A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR AND ENTIRE STAFF IS EMPLOYED BY ASSOCIATED EQUIPMENT DISTRIBUTORS (AED), A RELATED ENTITY. THE AED EXECUTIVE COMMITTEE REVIEWS NON-PROFIT PAYROLL DATA IN DETERMINING THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION. ALL OTHER WAGES ARE OVERSEEN BY AED'S MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 293,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,708. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED EQUIPMENT DISTRIBUTORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 E ALGONQUIN RD SUITE 305 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362098486 | EIN |
| Primary Activities | TRADE ASSN | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASSOCIATED EQUIPMENT DISTRIBUTORS | ||
| O | $321,759 | WAGES BY HOURS WORKED |
| ASSOCIATED EQUIPMENT DISTRIBUTORS | ||
| P | $395,293 | COST |
| ASSOCIATED EQUIPMENT DISTRIBUTORS | ||
| C | $300,000 | COST |
Comments