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NASD EDUCATION FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NASD EDUCATION FOUNDATION (EIN 20-3592215)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-20
IRS object ID
201923549349200507
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

FieldValueIRS element (for citing)
Return2019-12-20T13:25:48-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Line1PO BOX 680AddressLine1Txt
CityOAKSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194560680ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203592215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NASD EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNASDBusinessNameControlTxt
Phone6106305000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 N WHITEHALL ROADAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE MARIE ROHRICHTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6106305000PhoneNum
Signature2019-12-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD J FURMAN CPAPreparerPersonNm
PTINP01267623PTIN
Phone6109351420PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.227.130.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-05IPDt
IP Tm13:08:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id15A7E9B0F4D4D3BE77214A119BF6377A745EC461AtSubmissionCreationDeviceId
At Submission Filing Device Id15A7E9B0F4D4D3BE77214A119BF6377A745EC461AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressNORRISTOWNAEF.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$32,151GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$11,349ContributionsGiftsGrantsEtcAmt
Investment Income$58InvestmentIncomeAmt
Gaming Gross Income$7,340GamingGrossIncomeAmt
Fundraising Gross Income$13,399FundraisingGrossIncomeAmt
Special Events Direct Expenses$6,647SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,092SpecialEventsNetIncomeLossAmt
Other Revenue Total$5OtherRevenueTotalAmt
Total Revenue$25,504TotalRevenueAmt
Grants And Similar Amounts Paid$9,428GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$5,000FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,948OtherExpensesTotalAmt
Total Expenses$17,376TotalExpensesAmt
Excess Or Deficit For Year$8,128ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$62,436NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$70,564NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$62,436BOYAmt
EOY$70,564EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,436BOYAmt
EOY$70,564EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$62,436BOYAmt
EOY$70,564EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE INDEPENDENT FINANCIAL FUNDING TO SUPPORT CHALLENGING AND ENRICHING INNOVATIONS THAT WILL MAXIMIZE THE LEARNING POTENTIAL OF ALL STUDENTS IN THE NORRISTOWN AREA SCHOOL DISTRICTPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION PROVIDES SUPPORT FOR EDUCATIONAL ACTIVITIES WITHIN THE NORRISTOWN AREA SCHOOL DISTRICT AND COMMUNITYDescriptionProgramSrvcAccomTxt
Grants And Allocations$9,428GrantsAndAllocationsAmt
Program Service Expenses$9,428ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$9,428TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY LYNN ALVARINO
BOARD MEMBER1.00$0$0$0
NATALIE COLSON
BOARD MEMBER1.00$0$0$0
SHAE ASHE
BOARD MEMBER1.00$0$0$0
PAULA JONES
BOARD MEMBER1.00$0$0$0
CHRISTOPHER DORMER
BOARD MEMBER1.00$0$0$0
CHRIS BERKOWITZ
PRESIDENT1.00$0$0$0
CINDY WHITLEY
VICE PRESIDENT1.00$0$0$0
MONICA D'ANTONIO
SECRETARY1.00$0$0$0
ANNE MARIE ROHRICHT
TREASURER1.00$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 Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 N WHITEHALL ROADAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19403ZIPCd
FieldValueIRS element (for citing)
Phone6106305000PhoneNum
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,790CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,288CurrentTaxYearMinus1YearAmt
Current Tax Year$11,349CurrentTaxYearAmt
Total$146,783TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$22,442CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,731CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,065CurrentTaxYearMinus1YearAmt
Current Tax Year$20,739CurrentTaxYearAmt
Total$67,977TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,790CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,729CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,353CurrentTaxYearMinus1YearAmt
Current Tax Year$32,088CurrentTaxYearAmt
Total$214,760TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,000CurrentTaxYearMinus3YearsAmt
Total$62,100TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,000CurrentTaxYearMinus3YearsAmt
Total$62,100TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$152,660PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66CurrentTaxYearMinus1YearAmt
Current Tax Year$58CurrentTaxYearAmt
Total$457TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66CurrentTaxYearMinus1YearAmt
Current Tax Year$58CurrentTaxYearAmt
Total$457TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$85CurrentTaxYearMinus2YearsAmt
Current Tax Year$5CurrentTaxYearAmt
Total$90TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,419CurrentTaxYearMinus1YearAmt
Current Tax Year$32,151CurrentTaxYearAmt
Total$215,307TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.70900PublicSupportCY509Pct
Public Support PY5090.53040PublicSupportPY509Pct
Investment Income CY0.00210InvestmentIncomeCYPct
Investment Income PY0.00180InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 58.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 5.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NORRISTOWN AREA SCHOOL DISTRICT. GRANTEE ADDRESS: 401 N WHITEHALL RD NORRISTOWN, PA 19403. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,428.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: DUES & FEES. AMOUNT: 100. DESCRIPTION: SUPPLIES. AMOUNT: 1,155. DESCRIPTION: INSURANCE. AMOUNT: 1,693. TOTAL TO FORM 990-EZ, LINE 16: 2,948.

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

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