BETA

MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION (EIN 23-2984263)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-01-22
IRS object ID
202140229349200504
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2021-01-22T10:13:28-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231518888PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAILLIE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH LEWIS RDAddressLine1Txt
CityLIMERICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19468ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232984263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY COUNTY INTERMEDIATE UNITBusinessNameLine1Txt
Business Name Line2EDUCATION FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6107559304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 W LAFAYETTE STREETAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA EDLINGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6107559304PhoneNum
Signature2021-01-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC D GOODING CPAPreparerPersonNm
PTINP01404422PTIN
Phone6109351420PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.MCIUEF.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$57,859GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,403ContributionsGiftsGrantsEtcAmt
Investment Income$34InvestmentIncomeAmt
Fundraising Gross Income$35,422FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,006SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,416SpecialEventsNetIncomeLossAmt
Total Revenue$41,853TotalRevenueAmt
Grants And Similar Amounts Paid$29,520GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$4,498OtherExpensesTotalAmt
Total Expenses$34,018TotalExpensesAmt
Excess Or Deficit For Year$7,835ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$107,518NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$115,353NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$107,518BOYAmt
EOY$115,353EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,518BOYAmt
EOY$115,353EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$107,518BOYAmt
EOY$115,353EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeEDUCATION OPPORTUNITIES FOR CHILDREN WITH SPECIAL NEEDSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP$19,250$19,250
POST SECONDARY SCHOLARSHIPS PROVIDED TO STUDENTS WITH SPECIAL NEEDS BENEFITTED 11 STUDENTS$4,800$4,800
SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS$5,470$5,470
FieldValueIRS element (for citing)
Total Program Service Expenses$29,520TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR ETTA LEE NURICK
PRESIDENT0.50$0$0$0
RANDI CHUD
VICE PRESIDENT0.50$0$0$0
DR DENNIS HARKEN
MEMBER0.50$0$0$0
SANDRA M EDLING
TREASURER0.50$0$0$0
VALENTINA G VILETTO ESQ
SECRETARY0.50$0$0$0
DANIEL C CURRIE
MEMBER0.50$0$0$0
KYLE LONGACRE
MEMBER0.50$0$0$0
DR BRADLEY C LANDIS
MEMBER0.50$0$0$0
ANN G SALOMON
MEMBER0.50$0$0$0
JAMES RUSSELL
MEMBER0.50$0$0$0
MAURI BURI
MEMBER0.50$0$0$0
DR JOHN J GEORGE
EXECUTIVE DIRECTOR0.50$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
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA EDLING FOUNDATION TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 W LAFAYETTE STREETAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194014710ZIPCd
FieldValueIRS element (for citing)
Phone6107559304PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,929CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,818CurrentTaxYearMinus1YearAmt
Current Tax Year$22,403CurrentTaxYearAmt
Total$102,370TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,929CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,818CurrentTaxYearMinus1YearAmt
Current Tax Year$22,403CurrentTaxYearAmt
Total$102,370TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$102,370PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34CurrentTaxYearMinus1YearAmt
Current Tax Year$34CurrentTaxYearAmt
Total$314TotalAmt
FieldValueIRS element (for citing)
Total Support$102,684TotalSupportAmt
Gross Receipts Rltd Activities$224,604GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99690PublicSupportCY170Pct
Public Support PY1700.99660PublicSupportPY170Pct
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF CLASSICEvent1Nm
Gross Receipts Event1$9,115GrossReceiptsEvent1Amt
Gross Revenue Event1$9,115GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,060RentFacilityCostsEvent1Amt
Food And Beverage Event1$119FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,621OtherDirectExpensesEvent1Amt
Event2FALL EVENTEvent2Nm
Gross Receipts Event2$26,307GrossReceiptsEvent2Amt
Gross Revenue Event2$26,307GrossRevenueEvent2Amt
Food And Beverage Event2$3,326FoodAndBeverageEvent2Amt
Entertainment Event2$4,337EntertainmentEvent2Amt
Other Direct Expenses Event2$1,543OtherDirectExpensesEvent2Amt
Gross Receipts Total$35,422GrossReceiptsTotalAmt
Gross Revenue Total Events$35,422GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,060RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$3,445FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,337EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,164OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,006DirectExpenseSummaryEventsAmt
Net Income Summary$19,416NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 34.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL TRAINING AND TECHNOLOGY PROGRAMS. GRANTEE NAME: MONTGOMERY COUNTY INTERMEDIATE UNIT. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 19,250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: POST SECONDARY SCHOLARSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 4,800.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SUMMER CAMPERSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 5,470. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 29,520.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 4,498.

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

Comments

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