TRI-CREEK EDUCATION FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TRI-CREEK EDUCATION FOUNDATION INC (EIN 35-2128513)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-07
IRS object ID
202022209349301602
Schema version
2019v5.0
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)
Return2020-08-07T13:35:01-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061793574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN & ASSOCIATES CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1112 MILL STAddressLine1Txt
CityLOWELLCityNm
State AbbreviationINStateAbbreviationCd
ZIP463561714ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352128513EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRICREEK EDUCATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRICBusinessNameControlTxt
Phone2197658257PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119290 CLINE AVENUEAddressLine1Txt
CityLOWELLCityNm
State AbbreviationINStateAbbreviationCd
ZIP46356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL GIBSONPersonNm
Person TitleVPPersonTitleTxt
Phone2197658257PhoneNum
Signature2020-08-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA A BROWN CPAPreparerPersonNm
PTINP00509822PTIN
Phone2196964746PhoneNum
Preparation2020-08-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.211.27.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-07IPDt
IP Tm13:35:01IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2AB3383C6C814A6099467E507EEF2FE123A73577AtSubmissionCreationDeviceId
At Submission Filing Device IdFDD631C87FC1A57F1EFF9DBB972327BFB0115C64AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHERYL GIBSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120115 COLFAX STAddressLine1Txt
CityLOWELLCityNm
State AbbreviationINStateAbbreviationCd
ZIP46356ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$178,909GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressT-CEF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionWE ARE AN EDUCATION FOUNDATION THAT ENCOURAGES PHILANTROPY TO PROMOTE EXCELLANCE IN EDUCATION FOR THE TRI-CREEK SCHOOL DISTRICTS IN LAKE CTY INDIANAA.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$6,455PYContributionsGrantsAmt
CY Contributions Grants$3,948CYContributionsGrantsAmt
PY Program Service Revenue$24,958PYProgramServiceRevenueAmt
CY Program Service Revenue$124,104CYProgramServiceRevenueAmt
PY Investment Income$24,682PYInvestmentIncomeAmt
CY Investment Income$38,916CYInvestmentIncomeAmt
PY Other Revenue$9,339PYOtherRevenueAmt
CY Other Revenue$11,941CYOtherRevenueAmt
PY Total Revenue$65,434PYTotalRevenueAmt
CY Total Revenue$178,909CYTotalRevenueAmt
PY Grants And Similar Paid$90,694PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$125,218CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,757PYOtherExpensesAmt
CY Other Expenses$7,369CYOtherExpensesAmt
PY Total Expenses$95,451PYTotalExpensesAmt
CY Total Expenses$132,587CYTotalExpensesAmt
PY Revenues Less Expenses-$30,017PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$46,322CYRevenuesLessExpensesAmt
Total Assets BOY$1,256,156TotalAssetsBOYAmt
Total Assets EOY$1,455,168TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,256,156NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,455,168NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWE ARE AN EDUCATION FOUNDATION THAT ENCOURAGES PHILANTROPY TO PROMOTE EXCELLANCE IN EDUCATION FOR THE TRI-CREEK SCHOOL DISTRICTS IN LAKE CTY INDIANAA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$82,736ExpenseAmt
Revenue$111,475RevenueAmt
DescEDUCATION FOUNDATIONDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$41,057ExpenseAmt

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,425ExpenseAmt
Revenue$1,300RevenueAmt

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescEDUCATION FOUNDATIONDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$125,218TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLYNN BOCHARTPersonNm
Phone2196969048PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11929 CLINE AVENUEAddressLine1Txt
CityLOWELLCityNm
State AbbreviationINStateAbbreviationCd
ZIP46356ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LYNN BOCHART
TREASURYYes (X)$0$0$0
LUAN BROWN
PRESIDENTYes (X)$0$0$0
CHERYL GIBSON
VPYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$3,948AllOtherContributionsAmt
Total Contributions$3,948TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Business611710BusinessCd
Total Revenue Column$124,104TotalRevenueColumnAmt
Related Or Exempt Func Income$124,101RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$124,104TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,916TotalRevenueColumnAmt
Related Or Exempt Func Income$38,916RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$15,547FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$15,547ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,606FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,941TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,909TotalRevenueColumnAmt
Related Or Exempt Func Income$163,017RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$125,218TotalAmt
Program Services$125,218ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,474TotalAmt
Management And General$6,474ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$50TotalAmt
Management And General$50ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$521TotalAmt
Management And General$521ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$324TotalAmt
Management And General$324ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,587TotalAmt
Program Services$125,218ProgramServicesAmt
Management And General$7,369ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,098BOYAmt
EOY$6,274EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$70,128EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,243,058BOYAmt
EOY$1,378,766EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,256,156BOYAmt
EOY$1,455,168EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,029,003BOYAmt
EOY$1,187,774EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$227,153BOYAmt
EOY$267,394EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,256,156BOYAmt
EOY$1,455,168EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,256,156BOYAmt
EOY$1,455,168EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$46,322ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts$105,702DonatedServicesAndUseFcltsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$25,413CurrentTaxYearMinus1YearAmt
Current Tax Year$124,704CurrentTaxYearAmt
Total$150,117TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$12,700CurrentTaxYearMinus1YearAmt
Current Tax Year$15,547CurrentTaxYearAmt
Total$28,247TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$38,113CurrentTaxYearMinus1YearAmt
Current Tax Year$140,251CurrentTaxYearAmt
Total$178,364TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$178,364PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$24,682CurrentTaxYearMinus1YearAmt
Current Tax Year$20,900CurrentTaxYearAmt
Total$45,582TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$24,682CurrentTaxYearMinus1YearAmt
Current Tax Year$20,900CurrentTaxYearAmt
Total$45,582TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$62,795CurrentTaxYearMinus1YearAmt
Current Tax Year$161,151CurrentTaxYearAmt
Total$223,946TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.79650PublicSupportCY509Pct
Public Support PY5090.81300PublicSupportPY509Pct
Investment Income CY0.20000InvestmentIncomeCYPct
Investment Income PY0.18000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DEDUCATION FOUNDATION
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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