EDISON PARK SCHOOL FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EDISON PARK SCHOOL FOUNDATION INC (EIN 65-0471335)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-08
IRS object ID
202202209349200900
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-08-08T09:36:17-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 UNIVERSITY DRIVE SUITE 210AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650471335EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDISON PARK SCHOOL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDISBusinessNameControlTxt
Phone2394707505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11050 SUMICA DRIVEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33919ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA TAFELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2394707505PhoneNum
Signature2022-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastTAFELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES H KNOXPreparerPersonNm
PTINP00749898PTIN
Phone2392269900PhoneNum
Preparation2022-08-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$154,311GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$10,000ContributionsGiftsGrantsEtcAmt
Investment Income$4,148InvestmentIncomeAmt
Sale Of Assets Gross$140,163SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$108,746CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$31,417GainOrLossFromSaleOfAssetsAmt
Total Revenue$45,565TotalRevenueAmt
Grants And Similar Amounts Paid$71,534GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$9OtherExpensesTotalAmt
Total Expenses$71,543TotalExpensesAmt
Excess Or Deficit For Year-$25,978ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$138,119NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$112,141NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$16,644BOYAmt
EOY$22,985EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$121,475BOYAmt
EOY$89,156EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$138,119BOYAmt
EOY$112,141EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$138,119BOYAmt
EOY$112,141EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeACADEMIC ENHANCEMENT THROUGH SCHOOL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
ELEMENTARY STUDENTS AT EDISON PARK CEA SCHOOL WERE PROVIDED WITH PLAYGROUND SHADE COVERINGS TO PROVIDE PROTECTION AGAINST EXTREME HEAT WHILE ENHANCING PHYSICAL ACTIVITY.$41,164$41,164
THEATRE SUPPLIES WERE PROVIDED TO EDISON PARK CEA SCHOOL TO BUILD NEW SETS FOR PERFORMANCE PRODUCTIONS WHICH ENHANCE THE LEARNING EXPERIENCE OF THE STUDENTS.$18,349$18,349
TEACHERS AT EDISON PARK CEA SCHOOL RECEIVED SUPPLIES TOCELEBRATE AND ENHANCE THE START OF THE SCHOOL YEAR AND THE RETURN OF STUDENTS.$9,278$9,278
FieldValueIRS element (for citing)
Total Program Service Expenses$68,791TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA D TAFEL
PRESIDENT2.00$0$0$0
TODD A CARUSO
TREASURER2.00$0$0$0
MARIA ROSE
VICE-PRESIDENT2.00$0$0$0
GINNY HENDERSON
SECRETARY2.00$0$0$0
BRUCE D GREEN
DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTODD CARUSOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112800 UNIVERSITY DR SUITE 210AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd
FieldValueIRS element (for citing)
Phone2392269933PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$582CurrentTaxYearMinus4YearsAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$10,582TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$28,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,094CurrentTaxYearMinus2YearsAmt
Total$50,392TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,094CurrentTaxYearMinus2YearsAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$60,974TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$60,974PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,916CurrentTaxYearMinus1YearAmt
Current Tax Year$4,148CurrentTaxYearAmt
Total$17,952TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,916CurrentTaxYearMinus1YearAmt
Current Tax Year$4,148CurrentTaxYearAmt
Total$17,952TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,916CurrentTaxYearMinus1YearAmt
Current Tax Year$14,148CurrentTaxYearAmt
Total$78,926TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77250PublicSupportCY509Pct
Public Support PY5090.76290PublicSupportPY509Pct
Investment Income CY0.22750InvestmentIncomeCYPct
Investment Income PY0.23710InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,096. DESCRIPTION: CAPITAL GAIN DISTRIBUTION. AMOUNT: 3,051. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,148.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MUSIC SUPPLIES. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/19/20. AMOUNT GIVEN: 18,349.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: THEATRE SUPPLIES FOR SET PRODUCTIONS. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/10/21. AMOUNT GIVEN: 1,104.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: TEACHER SUPPLIES. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/29/21. AMOUNT GIVEN: 8,174.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL CONFERENCES. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/06/21. AMOUNT GIVEN: 2,743.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: AUDITORIUM PLATFORMS. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/24/21. AMOUNT GIVEN: 41,164. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 71,534.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSE. AMOUNT: 9.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 121,475. END OF YEAR AMOUNT: 89,156.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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