NASD EDUCATION FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NASD EDUCATION FOUNDATION (EIN 20-3592215)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-03
- IRS object ID
- 201803379349200120
- Schema version
- 2017v2.3
- 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 | 2018-12-03T13:43:28-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203592215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NASD | BusinessNameControlTxt |
| Phone | 6106305000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N WHITEHALL ROAD | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MARIE ROHRICHT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6106305000 | PhoneNum |
| Signature | 2018-11-26 | 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 | 2018-11-26 | IPDt |
| IP Tm | 15:11:42 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | NORRISTOWNAEF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $35,419 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $24,288 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $66 | InvestmentIncomeAmt |
| Fundraising Gross Income | $11,065 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $6,452 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $4,613 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $28,967 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $20,436 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,000 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $979 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,540 | OtherExpensesTotalAmt |
| Total Expenses | $24,955 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,012 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $58,424 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $62,436 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,424 | BOYAmt |
| EOY | $62,436 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,424 | BOYAmt |
| EOY | $62,436 | 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 | $58,424 | BOYAmt |
| EOY | $62,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE INDEPENDENT FINANCIAL FUNDING TO SUPPORT CHALLENGING AND ENRICHING INNOVATIONS THAT WILL MAXIMIZE THE LEARNING POTENTIAL OF ALL STUDENTS IN THE NORRISTOWN AREA SCHOOL DISTRICT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION PROVIDES SUPPORT FOR EDUCATIONAL ACTIVITIES WITHIN THE NORRISTOWN AREA SCHOOL DISTRICT AND COMMUNITY | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $20,436 | GrantsAndAllocationsAmt |
| Program Service Expenses | $20,436 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,436 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JANET SAMUELS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AMY DIVIRGILIO | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LINDASY PHILLIPS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MEIKO SCOTT GOLDEN | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RENEE GOLDEN | ||||
| PRESIDENT-FORMER | 1.00 | $0 | $0 | $0 |
| CHRIS BERKOWITZ | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| CINDY WHITLEY | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNE MARIE ROHRICHT | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| GRACE FUENTES | ||||
| SECRETARY | 1.00 | $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 |
| 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 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N WHITEHALL ROAD | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106305000 | 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 | $118,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,288 | CurrentTaxYearAmt |
| Total | $254,142 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $22,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,065 | CurrentTaxYearAmt |
| Total | $81,180 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,353 | CurrentTaxYearAmt |
| Total | $335,322 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $157,100 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $157,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $178,222 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66 | CurrentTaxYearAmt |
| Total | $602 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66 | CurrentTaxYearAmt |
| Total | $602 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $85 | CurrentTaxYearMinus1YearAmt |
| Total | $85 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,419 | CurrentTaxYearAmt |
| Total | $336,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.53040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARLEM WIZARDS BASKETBALL EVENT | Event1Nm |
| Gross Receipts Event1 | $11,065 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $11,065 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,452 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $11,065 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $11,065 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,452 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,452 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,613 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 66. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NORRISTOWN AREA SCHOOL DISTRICT. GRANTEE ADDRESS: 401 N WHITEHALL RD NORRISTOWN, PA 19403. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 20,436. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DUES & FEES. AMOUNT: 15. DESCRIPTION: SUPPLIES. AMOUNT: 651. DESCRIPTION: INSURANCE. AMOUNT: 1,874. TOTAL TO FORM 990-EZ, LINE 16: 2,540. |
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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