ROCHESTER EDUCATION FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER EDUCATION FOUNDATION INC (EIN 27-0132133)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-02
- IRS object ID
- 202122149349300317
- Schema version
- 2020v4.1
- 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 | 2021-08-02T08:57:39-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271895149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heveron & Company CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Plymouth Avenue South | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270132133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rochester Education Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 5852715790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Mill Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stuart Hencke | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5852715790 | PhoneNum |
| Signature | 2021-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stuart | PersonFirstNm |
| Person Last | Hencke | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Annunziata | PreparerPersonNm |
| PTIN | P00195472 | PTIN |
| Phone | 5852322956 | PhoneNum |
| Preparation | 2021-06-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stuart Hencke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Mill Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $453,847 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rochestereducation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To provide programs and resources to support the success of Rochester city students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $393,529 | PYContributionsGrantsAmt |
| CY Contributions Grants | $439,476 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,744 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $316 | CYOtherRevenueAmt |
| PY Total Revenue | $397,212 | PYTotalRevenueAmt |
| CY Total Revenue | $444,536 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,033 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $160,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,395 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,746 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $205,399 | PYOtherExpensesAmt |
| CY Other Expenses | $178,030 | CYOtherExpensesAmt |
| PY Total Expenses | $366,793 | PYTotalExpensesAmt |
| CY Total Expenses | $353,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,419 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $91,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $339,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $434,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,430 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $331,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $430,904 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Rochester Education Foundation is an independent organization whose mission is to provide programs and resources to improve learning and success for all Rochester city public school students through partnerships with educators, businesses and the community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,748 | ExpenseAmt |
| Desc | Student Literacy: REF has primarily supported literacy development through the Teachers' Choice program. Through Teachers' Choice, educators can apply for up to 200 new books for a creative project outside of their normal curriculum. At the end of the project, students keep the books to build their home libraries. During the 2020 school year, REF provided 680 books to teachers through Teachers' Choice. Seeing the immense need for reading material in students' homes during the Pandemic, REF extended their support to include used books. As a result, over 12,000 books were distributed to students from March to December 2020.This program is primarily supported through contributions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,468 | ExpenseAmt |
| Desc | Arts Education: In 2003, REF launched the Spring For Music program in response to drastic cuts to music funding in the City School District since its launch, Spring for Music has provided over 3,000 instruments to classrooms and musicians. Over the years, REF has expanded Spring for Music into Spring for Music and Arts Opportunities- providing key resources for students to receive supplemental lessons, perform, and more. This support encompasses visual arts, theater, dance, and music. During 2020, REF provided support for the production of the musical Frozen, Jr., provided instruments for students, and sponsored students to receive virtual lessons during the summer.This program is primarily supported through contributions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $144,581 | ExpenseAmt |
| Desc | College Access: REF leads a community initiative, Rochester College Access Network, which brings together higher-ed institutions, community organizations, counselors, and community members to set community goals around college-going and align resources to break down the barriers city students face on the road to post-secondary education. Prior to the Pandemic, REF staff were providing weekly in-school FAFSA support for students and coordinating community FAFSA completion events. Since the Pandemic, support has been shifted virtually- coordinating remote FAFSA-Thon completion events, providing on-demand college counseling assistance through the online College Help Desk, and delivering workshops on a variety of topics.This program is primarily supported through contributions. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,188 | ExpenseAmt |
| Revenue | $316 | RevenueAmt |
| Desc | Student Success Programs: REF works with partners throughout the community to provide city students opportunities to learn, grown, and thrive in school and beyond. Through these partnerships, REF provides backbone administrative support while allowing partners to focus on the students. We support a wide array of projects- the Wilson High School Outdoors Club (leadership development and outdoor education), the Dr. Walter Cooper Fund (field trips and enrichment activities at Schools 10 and 17), Give the Gift of Nature (peace gardens and campus beautification at World of Inquiry School and Edison Tech), One Step Closer (providing new sneakers to students in need at several schools), the Vincent Fazio Fund (scholarships for talented math students at Edison Tech), and more.These programs are primarily supported through contributions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,188 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $316 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $280,985 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852715790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Mill Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Joseph Levy | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Neale | ||||||
| Chair | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diane Miller | ||||||
| Director (joined 2020) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Lori Florack | ||||||
| Director | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Christina Schmidt | ||||||
| Director (joined 2020) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Julie Cook | ||||||
| Vice Chair | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sara M Kelly PHD | ||||||
| Board Secretary | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diane Caselli | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Ed Cavalier | ||||||
| Director | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Mark Wagner | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Todd Allen | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Casalinuovo-Adams | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Cheri Ancello | ||||||
| Director | 1.30 | Yes (X) | $0 | $0 | $0 | |
| Adrienne Collier | ||||||
| Director | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Katherine Dexter | ||||||
| Director | 1.20 | Yes (X) | $0 | $0 | $0 | |
| Fernando Garrido-Ferrari | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Marty Jacobson | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Ian Mortimer | ||||||
| Director | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Deidre Strutz | ||||||
| Director | 0.40 | Yes (X) | $0 | $0 | $0 | |
| Anthony Green | ||||||
| Director | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Stuart Hencke | ||||||
| Executive Director | 40.00 | Yes (X) | $52,000 | $0 | $6,342 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $52,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,342 | 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 |
| Federated Campaigns | $4,668 | FederatedCampaignsAmt |
| Fundraising | $83,404 | FundraisingAmt |
| Government Grants | $30,992 | GovernmentGrantsAmt |
| All Other Contributions | $320,412 | AllOtherContributionsAmt |
| Noncash Contributions | $43,260 | NoncashContributionsAmt |
| Total Contributions | $439,476 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,843 | TotalRevenueColumnAmt |
| Exclusion | $1,843 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,783 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,882 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,901 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,901 | TotalRevenueColumnAmt |
| Exclusion | $2,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,429 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $83,404 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,429 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $316 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $316 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,744 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,342 | TotalAmt |
| Program Services | $41,930 | ProgramServicesAmt |
| Management And General | $11,351 | ManagementAndGeneralAmt |
| Fundraising | $5,061 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,500 | TotalAmt |
| Program Services | $83,805 | ProgramServicesAmt |
| Management And General | $12,040 | ManagementAndGeneralAmt |
| Fundraising | $4,655 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,931 | TotalAmt |
| Program Services | $4,686 | ProgramServicesAmt |
| Management And General | $890 | ManagementAndGeneralAmt |
| Fundraising | $355 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,622 | TotalAmt |
| Program Services | $8,391 | ProgramServicesAmt |
| Management And General | $1,593 | ManagementAndGeneralAmt |
| Fundraising | $638 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,473 | TotalAmt |
| Management And General | $12,473 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447 | TotalAmt |
| Management And General | $1,447 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,788 | TotalAmt |
| Program Services | $23,300 | ProgramServicesAmt |
| Management And General | $3,488 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,006 | TotalAmt |
| Program Services | $4,201 | ProgramServicesAmt |
| Management And General | $1,026 | ManagementAndGeneralAmt |
| Fundraising | $779 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,055 | TotalAmt |
| Program Services | $3,782 | ProgramServicesAmt |
| Fundraising | $273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,657 | TotalAmt |
| Program Services | $15,429 | ProgramServicesAmt |
| Management And General | $5,537 | ManagementAndGeneralAmt |
| Fundraising | $3,691 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541 | TotalAmt |
| Program Services | $352 | ProgramServicesAmt |
| Management And General | $992 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Student Activities | $38,200 | $38,200 |
| Books | $28,486 | $28,486 |
| Instruments | $18,410 | $18,410 |
| Food | $1,449 | $1,449 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,518 | TotalAmt |
| Program Services | $8,564 | ProgramServicesAmt |
| Management And General | $5,857 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,425 | TotalAmt |
| Program Services | $280,985 | ProgramServicesAmt |
| Management And General | $56,694 | ManagementAndGeneralAmt |
| Fundraising | $15,746 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,443 | BOYAmt |
| EOY | $210,547 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,114 | BOYAmt |
| EOY | $57,579 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,350 | BOYAmt |
| EOY | $7,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286 | BOYAmt |
| EOY | $3,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,094 | BOYAmt |
| EOY | $154,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875 | BOYAmt |
| EOY | $875 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,162 | BOYAmt |
| EOY | $434,334 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,567 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423 | BOYAmt |
| EOY | $3,430 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,990 | BOYAmt |
| EOY | $3,430 | 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 | $123,150 | BOYAmt |
| EOY | $206,154 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,022 | BOYAmt |
| EOY | $224,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,172 | BOYAmt |
| EOY | $430,904 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,162 | BOYAmt |
| EOY | $434,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $91,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,621 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $375,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $439,476 | CurrentTaxYearAmt |
| Total | $1,822,171 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $375,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $439,476 | CurrentTaxYearAmt |
| Total | $1,822,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $313,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,508,669 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,843 | CurrentTaxYearAmt |
| Total | $9,837 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,745 | CurrentTaxYearAmt |
| Total | $47,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,879,469 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $272,057 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Special Event Gross Revenue Miscellaneous Revenue | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,827 | BeginningYearBalanceAmt |
| Contributions | $5,300 | ContributionsAmt |
| Investment Earnings Or Losses | $3,481 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $49,608 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,296 | BeginningYearBalanceAmt |
| Contributions | $5,300 | ContributionsAmt |
| Investment Earnings Or Losses | $5,584 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $353 | OtherExpendituresAmt |
| End Year Balance | $40,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,725 | BeginningYearBalanceAmt |
| Contributions | $1,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237 | OtherExpendituresAmt |
| End Year Balance | $30,296 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,207 | BeginningYearBalanceAmt |
| Contributions | $687 | ContributionsAmt |
| Investment Earnings Or Losses | $4,943 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,112 | OtherExpendituresAmt |
| End Year Balance | $31,725 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,295 | BeginningYearBalanceAmt |
| Contributions | $180 | ContributionsAmt |
| Investment Earnings Or Losses | $2,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $563 | OtherExpendituresAmt |
| End Year Balance | $27,207 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $464,238 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,622 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $11,098 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $19,720 | RevenueNotReportedAmt |
| Revenue Subtotal | $444,518 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,447 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,429 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $444,536 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $364,505 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,098 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $11,098 | ExpensesNotReportedAmt |
| Expenses Subtotal | $353,407 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,447 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,429 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $353,425 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The organization has funds held for others, specifically for the World of Work Conference. |
| Part V, Line 4: | To support the organization's mission |
| Part XI, Line 4b - Other Adjustments: | Special Event Direct Expenses -1,429. |
| Part XII, Line 4b - Other Adjustments: | Special Event Direct Expenses -1,429. |
| Schedule D, Part IV, Line 2b | The organization has funds held for others, specifically for the World of Work Conference. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Recognition Event | Event1Nm |
| Gross Receipts Event1 | $84,833 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $83,404 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,429 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,429 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $84,833 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $83,404 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,429 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,429 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,429 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $20,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Musical Instruments | 110 | $17,000 | Fair Market Value |
| Yes (X) | Laptops | 10 | $4,150 | Fair Market Value |
| Yes (X) | Music Books and Sheet Music | 320 | $1,600 | Fair Market Value |
| Yes (X) | Music Accessories | 31 | $310 | Fair Market Value |
| 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 | Will provide to the finance committee to review, comment, and pose questions. |
| Form 990, Part VI, Section B, line 12c | The organization provides each officer and director with the conflict of interest policy when they are elected or appointed. The policy is also reviewed annually. If a potential conflict with any officer or director arises, the organization follows the conflict of interest policy and documents that in the meeting minutes. |
| Form 990, Part VI, Section B, line 15 | The process for determining the compensation of the organization's Executive Director included a packet presented by the Treasurer which included proposed salary increases and documented comparative salaries at similar organizations. The salary increase was approved by the full board. There were no other compensated key employees. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy and financial statements available upon request. |
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