ASPIRE II NAV FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASPIRE II NAV FOUNDATION (EIN 27-2416449)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349203070
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:31:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831721395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINBRIDGE PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S STE 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272416449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRE II NAV FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASPI | BusinessNameControlTxt |
| Phone | 2165418200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BRATENAHL PLACE | AddressLine1Txt |
| City | BRATENAHL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE H MALBASA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2165418200 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | MALBASA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M WEINBERG | PreparerPersonNm |
| PTIN | P00909833 | PTIN |
| Phone | 2165730001 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $98,242 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $95,825 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,417 | InvestmentIncomeAmt |
| Total Revenue | $98,242 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $63,794 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $1,711 | OtherExpensesTotalAmt |
| Total Expenses | $65,505 | TotalExpensesAmt |
| Excess Or Deficit For Year | $32,737 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $58,491 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,287 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $92,515 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,491 | BOYAmt |
| EOY | $92,515 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,491 | BOYAmt |
| EOY | $92,515 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,491 | BOYAmt |
| EOY | $92,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ASPIRE II NAV FOUNDATION'S EXEMPT PURPOSE IS TO KEEP HOPE ALIVE REGARDLESS OF WHETHER THE CHALLENGES OR HEADWINDS OF LIFE ARE CAUSED BY POOR HEALTH, LIVING ENVIRONMENT, LACK OF EDUCATION OR TRAINING, CRIMINAL RECORD, ECONOMIC HARDSHIP, BAD CHOICES OR A MYRIAD OF OTHER OBSTACLES. ASPIRE II NAV FOUNDATION IS DEDICATED TO HELP WHEN OTHER RESOURCES ARE UNAVAILABLE. ASPIRE II NAV FOUNDATION WILL PROVIDE ASSISTANCE TO INDIVIDUALS FOR LIVING EXPENSES, INCLUDING BUT NOT LIMITED TO FOOD, CLOTHING, UTILITIES, RENT AND/OR MORTGAGE PAYMENTS. ADDITIONALLY, GRANTS MAY BE GIVEN SO THAT INDIVIDUALS MAY OBTAIN BOOKS, TRANSPORTATION, MATERIALS, OR OTHER NECESSITIES IN ORDER TO PURSUE FURTHERANCE OF THEIR EDUCATION, WHICH MAY ALSO INCLUDE TUITION PAYMENTS MADE DIRECTLY TO THE INSTITUTION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| EDUCATION: ASSISTANCE WITH BOOKS, MATERIALS, TUITION OR OTHER NECESSITIES TO PURSUE FURTHERANCE OF EDUCATION. | $0 | $0 |
| LIVING EXPENSES: FOR ASSISTANCE WITH FOOD AND CLOTHING EXPENSES, UTILITIES, RENT, SETTING UP HOUSEHOLDS, ETC. | $0 | $0 |
| TRANSPORTATION: ASSISTANCE WITH BUS FARES, AUTO EXPENSES AND AUTO INSURANCE. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| STEPHANIE H MALBASA | ||||
| EXECUTIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| DEBORAH A ZUPKOVICH | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| WILLIAM E DOLAN | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JASON M WEYBRECHT | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DEBRA L BOERGER | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEPHEN A MALBASA | ||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY DOUGLAS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M WEINBERG | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6250 ROCKSIDE WOODS BLVD S STE 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165730001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,825 | CurrentTaxYearAmt |
| Total | $264,707 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,825 | CurrentTaxYearAmt |
| Total | $264,707 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $264,707 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,825 | CurrentTaxYearAmt |
| Total | $264,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 2,417. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATION AWARD. GRANTEE NAME: VARIOUS. DATE OF GIFT: 07/01/21. AMOUNT GIVEN: 7,787. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LIVING EXPENSES AWARD. GRANTEE NAME: VARIOUS. DATE OF GIFT: 12/31/21. AMOUNT GIVEN: 50,528. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: TRANSPORTATION AWARD. GRANTEE NAME: VARIOUS. DATE OF GIFT: 07/01/21. AMOUNT GIVEN: 5,479. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 63,794. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: REGISTRATION FEES. AMOUNT: 50. DESCRIPTION: BANK CHARGES. AMOUNT: 28. DESCRIPTION: POSTAGE. AMOUNT: 232. DESCRIPTION: PRINTING AND COPYING. AMOUNT: 767. DESCRIPTION: QUICKBOOKS PAYMENT FEES. AMOUNT: 11. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 623. TOTAL TO FORM 990-EZ, LINE 16: 1,711. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED G/L ON INVESTMENTS. AMOUNT: 1,287. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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