EDISON PARK SCHOOL FOUNDATION INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDISON PARK SCHOOL FOUNDATION INC (EIN 65-0471335)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-15
- IRS object ID
- 202010159349200201
- Schema version
- 2018v3.1
- 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 | 2020-01-15T07:39:50-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 UNIVERSITY DRIVE SUITE 210 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650471335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDISON PARK SCHOOL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIS | BusinessNameControlTxt |
| Phone | 2394707505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 SUMICA DRIVE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA TAFEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2394707505 | PhoneNum |
| Signature | 2020-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHUCK KNOX | PreparerPersonNm |
| PTIN | P00749898 | PTIN |
| Phone | 2392269900 | PhoneNum |
| Preparation | 2020-01-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.245.79.157 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-14 | IPDt |
| IP Tm | 14:55:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $90,700 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Investment Income | $4,080 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $64,526 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $58,296 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $6,230 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $22,094 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,441 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,653 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $28,963 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $32,618 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $368 | OtherExpensesTotalAmt |
| Total Expenses | $32,986 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,023 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $161,880 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $157,857 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,348 | BOYAmt |
| EOY | $9,069 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,532 | BOYAmt |
| EOY | $148,788 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,880 | BOYAmt |
| EOY | $157,857 | 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 | $161,880 | BOYAmt |
| EOY | $157,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ACADEMIC ENHANCEMENT THROUGH SCHOOL PROGRAMS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program 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. | $18,538 | $18,538 |
| STUDENTS AT EDISON PARK CEA SCHOOL WERE PROVIDED WITH REPLACEMENT VIOLINS & VIOLIN ACCESSORIES AND SUPPLIES TO MAINTAIN THE VIOLIN MUSIC STUDIES AND PROGRAMS AT THE SCHOOL. | $7,705 | $7,705 |
| NEW PLATFORMS FOR USE IN THE AUDITORIUM WERE PROVIDED TO EDISON PARK CEA SCHOOL TO ENHANCE THE PERFORMANCES AND LEARNING EXPERIENCE OF THE STUDENTS. | $4,638 | $4,638 |
| THE CEA SCHOOL STUDENTS BENEFITED FROM STRING WORKSHOPS BY VISITING ARTISTS AS WELL AS TEACHER SUPPLIES WHICH ENHANCED LEARNING EXPERIENCES. | $1,737 | $1,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,618 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LISA D TAFEL | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRUCE D GREEN | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| TODD A CARUSO | ||||
| TREASURER | 2.00 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD CARUSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 UNIVERSITY DR SUITE 175 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394817400 | 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 | $2,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $582 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,636 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $28,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,094 | CurrentTaxYearAmt |
| Total | $50,392 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,094 | CurrentTaxYearAmt |
| Total | $58,028 | 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 | $58,028 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,080 | CurrentTaxYearAmt |
| Total | $18,755 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,080 | CurrentTaxYearAmt |
| Total | $18,755 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,174 | CurrentTaxYearAmt |
| Total | $76,783 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67270 | PublicSupportPY509Pct |
| Investment Income CY | 0.24430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.32730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $22,094 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,094 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,441 | FoodAndBeverageEvent1Amt |
| Event2 | NONE | Event2Nm |
| Gross Receipts Total | $22,094 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,094 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,441 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $3,441 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,653 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 9. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,071. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,080. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SHADE COVERING FOR PLAYGROUND. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/07/19. AMOUNT GIVEN: 18,538. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: VIOLINS & VIOLIN 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: 09/11/19. AMOUNT GIVEN: 7,705. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: STRING PERFORMANCE WORKSHOP. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/19/19. AMOUNT GIVEN: 1,383. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY 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: 08/08/19. AMOUNT GIVEN: 354. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY 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: 09/26/19. AMOUNT GIVEN: 4,638. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 32,618. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ANNUAL CORPORATE FEE. AMOUNT: 123. DESCRIPTION: ATTORNEY FEES. AMOUNT: 211. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 34. TOTAL TO FORM 990-EZ, LINE 16: 368. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 139,532. END OF YEAR AMOUNT: 148,788. |
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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