ROCHESTER EDUCATION FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROCHESTER EDUCATION FOUNDATION INC (EIN 27-0132133)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-18
IRS object ID
201941699349300739
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)
Return2019-06-18T13:18:17-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271895149PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Heveron & Company CPAs PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 Plymouth Avenue SouthAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14608ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270132133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rochester Education Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCHBusinessNameControlTxt
Phone5852715790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 Mill StreetAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStuart HenckePersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone5852715790PhoneNum
Signature2019-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephanie AnnunziataPreparerPersonNm
PTINP00195472PTIN
Phone5852322956PhoneNum
Preparation2019-06-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.213.221.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-13IPDt
IP Tm11:03:04IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB2A9950FE4E290A27265E6F4CC856355997C42CCAtSubmissionCreationDeviceId
At Submission Filing Device IdEED34D6A34E9B096F1693306A9DCD468B0143128AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerStuart HenckePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 Mill StreetAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14614ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$394,408GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.rochestereducation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTo provide programs and resources to support the success of Rochester city students.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$317,175PYContributionsGrantsAmt
CY Contributions Grants$375,298CYContributionsGrantsAmt
PY Program Service Revenue$116,433PYProgramServiceRevenueAmt
CY Program Service Revenue$4,969CYProgramServiceRevenueAmt
PY Investment Income$5,168PYInvestmentIncomeAmt
CY Investment Income-$927CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$438,776PYTotalRevenueAmt
CY Total Revenue$379,340CYTotalRevenueAmt
PY Grants And Similar Paid$4,910PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,800CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$168,522PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$165,098CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,434CYTotalFundraisingExpenseAmt
PY Other Expenses$287,711PYOtherExpensesAmt
CY Other Expenses$176,586CYOtherExpensesAmt
PY Total Expenses$461,143PYTotalExpensesAmt
CY Total Expenses$343,484CYTotalExpensesAmt
PY Revenues Less Expenses-$22,367PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,856CYRevenuesLessExpensesAmt
Total Assets BOY$274,846TotalAssetsBOYAmt
Total Assets EOY$300,632TotalAssetsEOYAmt
Total Liabilities BOY$6,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,839TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$268,073NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$297,793NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Rochester Education Foundation is an independent organization whose mission is to provide programs and resources to improve learning and success for all Rochester city public school students through partnerships with educators, businesses and the community.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$29,580ExpenseAmt
DescREF supports student book clubs, parent-student reading events and a wide range of literacy projects for city students through the annual Teachers' Choice, a program that exists within Give Back, Give Books. The Organization has given more than 42,000 books to city students for reading activities in class and to enjoy at home since 2006. In 2018 the Organization provided more than 1,744 new books or magazine subscriptions to educators in city schools. At the end of the school year, these books are then given to students to take home to their home libraries.This program is primarily supported through contributions.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$85,531ExpenseAmt
DescThe Spring for Music Opportunities program provides city students with opportunities to play, perform and excel in the field of music. The Organization collected and donated 344 musical instruments for city students in 2018, bringing the total number of musical instruments donated to 2,300 since the program launched in 2005. The Organization also supported music scholarships for summer music lessons, and the purchase of instruments so college-bound students can audition and receive scholarships. The Organization also supported the district-wide marching band in fundraising efforts to travel nationally to compete in competitions.This program is primarily supported through contributions.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$89,860ExpenseAmt
DescCollege Access: REF offered FAFSA Fest events for the fifth year. This is a series of four fall events and two spring events through which students and family members receive free help filling out and submitting the Free Application for Federal Student Aid (FAFSA). The Organization also offered numerous smaller, in-school and community events supporting FAFSA completion. The Organization also offered training to community members to help complete the FAFSA at their events.Continued on Schedule O.The Organization this year collaborated with college counselors in the district to help students create their FSA ID, a username that is essential to filing the FAFSA. REF also supported 10th grade college visits for students and peer-to-peer informational programming about college. REF also managed an informational website to help students through each step of the college application process. This work is offered in concert with the organization's college access collaborative, Rochester College Access Network (RCAN). RCAN includes colleges and universities, community organizations, businesses and individuals.This program is primarily supported through contributions.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$37,527ExpenseAmt
Grant$1,800GrantAmt
Revenue$4,969RevenueAmt
DescThe organization concluded its role in the Greater Rochester Health Foundation's Childhood Healthy Weight Initiative, as scheduled. Through June, REF supported consultants at three city schools. The goal of the program was to increase the percentage of 4 to 10 year olds in the city who are at a healthy weight by increasing healthy eating habits and physical activity.In addition, REF provides valuable field trip and other resources to students at Dr. Walter Cooper Academy School No. 10 and helps students discover the great outdoors with a club at Wilson High School. In 2016, the REF added the One Step Closer partner program. This program provides new sneakers to students in need prior to the start of school. REF also supported gardens at two schools through the generosity of a private donor.These programs are primarily supported through contributions.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$37,527TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,800TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,969TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$242,498TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5852715790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 Mill StreetAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14614ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Joseph Levy
Secretary (12/18)0.70Yes (X)Yes (X)$0$0$0
Robert Neale
Chair (6/18)1.20Yes (X)Yes (X)$0$0$0
Diane Miller
Director0.50Yes (X)$0$0$0
Laurie Haelen
Treasurer0.50Yes (X)Yes (X)$0$0$0
George Tsanis
Director (6/18)1.00Yes (X)$0$0$0
Lori Florack
Director0.50Yes (X)$0$0$0
Anthony Green
Secretary (1/18-9/18)0.50Yes (X)Yes (X)$0$0$0
Julie Cook
Vice Chair (12/18)0.60Yes (X)Yes (X)$0$0$0
Sara M Kelly PHD
Director0.40Yes (X)$0$0$0
Kimberly McKinsey-Mabry
Director0.20Yes (X)$0$0$0
Diane Caselli
Director0.40Yes (X)$0$0$0
Ed Cavalier
Director0.30Yes (X)$0$0$0
Mark Wagner
Director0.40Yes (X)$0$0$0
Todd Allen
Director0.50Yes (X)$0$0$0
Christine Casallnuevo-Adams
Director (12/18)0.10Yes (X)$0$0$0
Kathy Dexter
Director (12/18)0.10Yes (X)$0$0$0
Judy Dumitru
Director0.30Yes (X)$0$0$0
Patricia Braus
Executive Director40.00Yes (X)$42,416$0$6,905
FieldValueIRS element (for citing)
Total Reportable Comp From Org$42,416TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,905TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$7,940FederatedCampaignsAmt
Fundraising$51,549FundraisingAmt
All Other Contributions$315,809AllOtherContributionsAmt
Noncash Contributions$70,094NoncashContributionsAmt
Total Contributions$375,298TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescChildhood Healthy WeigDesc
Business611710BusinessCd
Total Revenue Column$4,969TotalRevenueColumnAmt
Related Or Exempt Func Income$4,969RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,969TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,461TotalRevenueColumnAmt
Exclusion$1,461ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,229SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,617SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,388SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,388TotalRevenueColumnAmt
Exclusion-$2,388ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,451FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$51,549ContriRptFundraisingEventAmt
Fundraising Direct Expenses$11,451FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$379,340TotalRevenueColumnAmt
Related Or Exempt Func Income$4,969RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$927ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,800TotalAmt
Program Services$1,800ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$49,321TotalAmt
Program Services$21,493ProgramServicesAmt
Management And General$21,770ManagementAndGeneralAmt
Fundraising$6,058FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,048TotalAmt
Program Services$57,632ProgramServicesAmt
Management And General$23,614ManagementAndGeneralAmt
Fundraising$8,802FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,595TotalAmt
Program Services$4,522ProgramServicesAmt
Management And General$7,018ManagementAndGeneralAmt
Fundraising$4,055FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,134TotalAmt
Program Services$6,587ProgramServicesAmt
Management And General$2,635ManagementAndGeneralAmt
Fundraising$912FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,129TotalAmt
Management And General$10,129ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,554TotalAmt
Management And General$1,554ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,342TotalAmt
Management And General$3,342ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,034TotalAmt
Program Services$3,857ProgramServicesAmt
Management And General$59ManagementAndGeneralAmt
Fundraising$118FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,933TotalAmt
Program Services$2,480ProgramServicesAmt
Management And General$1,720ManagementAndGeneralAmt
Fundraising$733FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,664TotalAmt
Program Services$2,491ProgramServicesAmt
Fundraising$173FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,794TotalAmt
Program Services$7,589ProgramServicesAmt
Management And General$3,123ManagementAndGeneralAmt
Fundraising$2,082FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,875TotalAmt
Program Services$433ProgramServicesAmt
Management And General$1,161ManagementAndGeneralAmt
Fundraising$281FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Instruments$61,214$61,214
Student Activities$42,836$42,836
Books$15,596$15,596
Food$4,883$4,883

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,732TotalAmt
Program Services$9,085ProgramServicesAmt
Management And General$1,427ManagementAndGeneralAmt
Fundraising$220FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$343,484TotalAmt
Program Services$242,498ProgramServicesAmt
Management And General$77,552ManagementAndGeneralAmt
Fundraising$23,434FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,203BOYAmt
EOY$54,069EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$69,021BOYAmt
EOY$95,569EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,659BOYAmt
EOY$15,679EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,550BOYAmt
EOY$4,468EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,879BOYAmt
EOY$14,540EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,918BOYAmt
EOY$5,057EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,249LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,249LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$117,741BOYAmt
EOY$110,375EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$875BOYAmt
EOY$875EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$274,846BOYAmt
EOY$300,632EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$284BOYAmt
EOY$133EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,002BOYAmt
EOY$33EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,487BOYAmt
EOY$2,673EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,773BOYAmt
EOY$2,839EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,237BOYAmt
EOY$98,130EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$179,836BOYAmt
EOY$199,663EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$268,073BOYAmt
EOY$297,793EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$274,846BOYAmt
EOY$300,632EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$35,856ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,136NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$280,265CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$273,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,175CurrentTaxYearMinus1YearAmt
Current Tax Year$375,298CurrentTaxYearAmt
Total$1,543,184TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$280,265CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$273,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,175CurrentTaxYearMinus1YearAmt
Current Tax Year$375,298CurrentTaxYearAmt
Total$1,543,184TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$293,172SubstantialContributorsTotAmt
Public Support Total170$1,250,012PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,788CurrentTaxYearMinus1YearAmt
Current Tax Year$1,461CurrentTaxYearAmt
Total$10,560TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,946CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,290CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,286CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,624CurrentTaxYearMinus1YearAmt
Current Tax Year$11,451CurrentTaxYearAmt
Total$57,597TotalAmt
FieldValueIRS element (for citing)
Total Support$1,611,341TotalSupportAmt
Gross Receipts Rltd Activities$680,202GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77580PublicSupportCY170Pct
Public Support PY1700.80570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationSpecial Event Gross Revenue Other Program RevenueExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,725BeginningYearBalanceAmt
Contributions$1,300ContributionsAmt
Investment Earnings Or Losses-$2,492InvestmentEarningsOrLossesAmt
Other Expenditures$237OtherExpendituresAmt
End Year Balance$30,296EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,207BeginningYearBalanceAmt
Contributions$687ContributionsAmt
Investment Earnings Or Losses$4,943InvestmentEarningsOrLossesAmt
Other Expenditures$1,112OtherExpendituresAmt
End Year Balance$31,725EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,295BeginningYearBalanceAmt
Contributions$180ContributionsAmt
Investment Earnings Or Losses$2,295InvestmentEarningsOrLossesAmt
Other Expenditures$563OtherExpendituresAmt
End Year Balance$27,207EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,013BeginningYearBalanceAmt
Contributions$821ContributionsAmt
Investment Earnings Or Losses-$343InvestmentEarningsOrLossesAmt
Other Expenditures$1,196OtherExpendituresAmt
End Year Balance$25,295EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,000BeginningYearBalanceAmt
Contributions$150ContributionsAmt
Investment Earnings Or Losses$1,217InvestmentEarningsOrLossesAmt
Other Expenditures$354OtherExpendituresAmt
End Year Balance$26,013EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,249OtherCostOrOtherBasisAmt
Depreciation$1,249DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$371,649TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,136NetUnrealizedGainsInvstAmt
Other Revenue-$1,555OtherRevenueAmt
Revenue Not Reported-$7,691RevenueNotReportedAmt
Revenue Subtotal$379,340RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$379,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$341,929TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$341,929ExpensesSubtotalAmt
Other Expenses Not Included$1,555OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,555ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$343,484TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:The organization has funds held for others, specifically for the World of Work Conference.
Part V, Line 4:To support the organization's mission
Part XI, Line 2d - Other Adjustments:Investment Manager Fees -1,555.
Part XII, Line 4b - Other Adjustments:Investment Manager Fees 1,555.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Recognition EventEvent1Nm
Gross Receipts Event1$63,000GrossReceiptsEvent1Amt
Charitable Contri Event1$51,549CharitableContriEvent1Amt
Gross Revenue Event1$11,451GrossRevenueEvent1Amt
Rent Facility Costs Event1$750RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,250FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$451OtherDirectExpensesEvent1Amt
Gross Receipts Total$63,000GrossReceiptsTotalAmt
Charitable Contributions Tot$51,549CharitableContributionsTotAmt
Gross Revenue Total Events$11,451GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$750RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,250FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$451OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,451DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$12,380NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMusical InstrumentsDesc
Contribution360ContributionCnt
Noncash Contributions Rpt F990$57,714NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bA complete copy of the 990 will be emailed to all board members. All board members will have an opportunity to comment and pose questions before the 990 is filed.
Form 990, Part VI, Section B, line 12cThe organization provides each officer and director with the conflict of interest policy when they are elected or appointed. The policy is also reviewed annually. If a potential conflict with any officer or director arises, the organization follows the conflict of interest policy and documents that in the meeting minutes.
Form 990, Part VI, Section B, line 15The process for determining the compensation of the organization's Executive Director included a packet presented by the Treasurer which included proposed salary increases and documented comparative salaries at similar organizations. The salary increase was approved by the full board. There were no other compensated key employees.
Form 990, Part VI, Section C, line 19The Organization makes its governing documents, conflict of interest policy and financial statements available upon request.

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