MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION: Form 990EZ, tax year 2018
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- Organization
- MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION (EIN 23-2984263)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-24
- IRS object ID
- 202020559349200717
- 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 | 2020-02-24T12:53:37-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231518888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 680 | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194560680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232984263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY INTERMEDIATE UNIT | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6107559304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W LAFAYETTE STREET | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA EDLING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6107559304 | PhoneNum |
| Signature | 2020-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J FURMAN CPA | PreparerPersonNm |
| PTIN | P01267623 | PTIN |
| Phone | 6109351420 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.227.130.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-31 | IPDt |
| IP Tm | 08:20:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 15A7E9B0F4D4D3BE77214A119BF6377A745EC461 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 15A7E9B0F4D4D3BE77214A119BF6377A745EC461 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.MCIUEF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $71,523 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $34,818 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $34 | InvestmentIncomeAmt |
| Fundraising Gross Income | $36,671 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,707 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $20,964 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $55,816 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $41,224 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $12,577 | OtherExpensesTotalAmt |
| Total Expenses | $53,801 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,015 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $105,503 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $107,518 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,503 | BOYAmt |
| EOY | $107,518 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,503 | BOYAmt |
| EOY | $107,518 | 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 | $105,503 | BOYAmt |
| EOY | $107,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EDUCATION OPPORTUNITIES FOR CHILDREN WITH SPECIAL NEEDS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP | $6,824 | $6,824 |
| POST SECONDARY SCHOLARSHIPS PROVIDED TO STUDENTS WITH SPECIAL NEEDS | $11,000 | $11,000 |
| SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS | $23,400 | $23,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,224 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| WENDY EMERSON | ||||
| PRESIDENT | 0.50 | $0 | $0 | $0 |
| DR ETTA LEE NURICK | ||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DR DENNIS HARKEN | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| SANDY EDLING | ||||
| TREASURER | 0.50 | $0 | $0 | $0 |
| VALENTINA VILETTO ESQ | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| DANIEL C CURRIE | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| KYLE LONGACRE | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| RANDI CHUD | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| DR BRADLEY C LANDIS | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| ANN G SALOMON | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| ABBEY SHUSTER | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| JAMES RUSSELL | ||||
| MEMBER | 0.50 | $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 |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA EDLING FOUNDATION TREASURER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W LAFAYETTE STREET | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194014710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6107559304 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,818 | CurrentTaxYearAmt |
| Total | $94,026 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,818 | CurrentTaxYearAmt |
| Total | $94,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $94,026 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34 | CurrentTaxYearAmt |
| Total | $325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,351 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $231,882 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $19,870 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,870 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $839 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $199 | FoodAndBeverageEvent1Amt |
| Event2 | FALL EVENT | Event2Nm |
| Gross Receipts Event2 | $16,801 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,801 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $192 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $2,850 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,493 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,134 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $36,671 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $36,671 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $192 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $839 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,049 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,493 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,134 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,707 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,964 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 34. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL TRAINING AND TECHNOLOGY PROGRAMS. GRANTEE NAME: MONTGOMERY COUNTY INTERMEDIATE UNIT. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 6,824. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: POST SECONDARY SCHOLARSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 11,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SUMMER CAMPERSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 23,400. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 41,224. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 12,577. |
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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