BETA

YARMOUTH EDUCATION FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
YARMOUTH EDUCATION FOUNDATION (EIN 27-4535120)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-02-11
IRS object ID
202510429349201001
Schema version
2023v6.0
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)
Return2025-02-11T10:10:49-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010522395PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 US ROUTE 1 STE 102AddressLine1Txt
CityYARMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040966817ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274535120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YARMOUTH EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYARMBusinessNameControlTxt
Phone2078465586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 MCCARTNEY STREETAddressLine1Txt
CityYARMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUSTIN MURPHYPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2025-02-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA SCHULTZ BROWN CPAPreparerPersonNm
PTINP00692494PTIN
Phone2078468881PhoneNum
Preparation2025-02-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.YARMOUTHEDUCATIONFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$71,403GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$68,554ContributionsGiftsGrantsEtcAmt
Investment Income$2,842InvestmentIncomeAmt
Other Revenue Total$7OtherRevenueTotalAmt
Total Revenue$71,403TotalRevenueAmt
Grants And Similar Amounts Paid$13,899GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$5,316SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,578FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$3,551PrintingPublicationsPostageAmt
Other Expenses Total$7,726OtherExpensesTotalAmt
Total Expenses$37,070TotalExpensesAmt
Excess Or Deficit For Year$34,333ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$345,718NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$380,051NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$346,429BOYAmt
EOY$379,890EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$550BOYAmt
EOY$550EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$346,979BOYAmt
EOY$380,440EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,261BOYAmt
EOY$389EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$345,718BOYAmt
EOY$380,051EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE FUNDING THROUGH GRANTS AND AWARDS TO ENRICH THE OVERALL EDUCATIONAL EXPERIENCE OF STUDENTS IN THE YARMOUTH SCHOOL DEPARTMENT.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomAWARDS AND GRANTS - TO FUND MULTIPLE PROGRAMS IN THE YARMOUTH SCHOOL DEPARTMENTDescriptionProgramSrvcAccomTxt
Grants And Allocations$13,899GrantsAndAllocationsAmt
Program Service Expenses$28,350ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$28,350TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOE WALDEN
DIRECT1.00$0
KATIE ESTABROOK
DIRECTOR1.00$0
PAUL LATTANZI
VICE PRESIDE5.00$0
KRISTINA JENKINS
PRESIDENT10.00$0
NISHA DEARBORN
SECRETARY5.00$0
JACKIE FORREST
TREASURER10.00$0
CRAIG WOLF
DIRECTOR1.00$0
KATIE EICHLEAY
DIRECTOR1.00$0
ALISTAR RAYMOND
DIRECTOR1.00$0
ERIN YAREMA
DIRECTOR1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHE ORGANIZATIONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 MCCARTNEY STREETAddressLine1Txt
CityYARMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04096ZIPCd
FieldValueIRS element (for citing)
Phone2078465586PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,973CurrentTaxYearMinus1YearAmt
Current Tax Year$68,554CurrentTaxYearAmt
Total$410,043TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,973CurrentTaxYearMinus1YearAmt
Current Tax Year$68,554CurrentTaxYearAmt
Total$410,043TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$77,928SubstantialContributorsTotAmt
Public Support Total170$332,115PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$308CurrentTaxYearMinus1YearAmt
Current Tax Year$2,842CurrentTaxYearAmt
Total$3,411TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,017CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$200CurrentTaxYearMinus3YearsAmt
Total$6,217TotalAmt
FieldValueIRS element (for citing)
Total Support$419,671TotalSupportAmt
Gross Receipts Rltd Activities$749GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79140PublicSupportCY170Pct
Public Support PY1700.77830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8RETURNED GRANTS 7 TOTAL 7
FORM 990-EZ, PART I, LINE 10CLASS OF ACTIVITY: AWARDS AND GRANTS NAME: VARIOUS YARMOUTH SCHOOL ADDRESS: 101 MCCARTNEY STREET YARMOUTH, ME 04096 CASH CONTRIBUTION: 13,899
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 1,536 CREDIT CARD PROCESSING FEES 660 DUES & SUBSCRIPTIONS 1,075 BUSINESS REGISTRATION FEES 150 INSURANCE 1,853 SUPPLIES 174 PROGRAM EVENTS 2,278 TOTAL 7,726
FORM 990-EZ, PART II, LINE 24PREPAID EXPENSES AND DEFERRED CHARGES 550 550 TOTAL 550 550
FORM 990-EZ, PART II, LINE 26GRANTS PAYABLE 1,261 389
FORM 990-EZ, PART IIITO PROVIDE FUNDING THROUGH GRANTS AND AWARDS TO ENRICH THE OVERALL EDUCATIONAL EXPERIENCE OF STUDENTS IN THE YARMOUTH SCHOOL DEPARTMENT.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.