THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA (EIN 20-0153451)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-12
- IRS object ID
- 201801029349300420
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-12T15:56:13-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231406493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORISON COGEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 484 NORRISTOWN RD STE 100 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200153451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND FOR THE SCHOOL DISTRICT OF | BusinessNameLine1Txt |
| Business Name Line2 | PHILADELPHIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUND | BusinessNameControlTxt |
| Phone | 2159797101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA FRISBY-GREENWOOD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2159797101 | PhoneNum |
| Signature | 2018-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M KISTNER CPA | PreparerPersonNm |
| PTIN | P00157086 | PTIN |
| Phone | 2674403000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.11.134.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-29 | IPDt |
| IP Tm | 13:53:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E76F31B73F45A17F1177B762FD3E125090D17AB6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8E1A3316628F4381E571A5E8167C9A6821F8591 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONNA FRISBY-GREENWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,882,320 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEFUNDSDP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT OF PHILADELPHIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,583,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,775,287 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,308 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,172 | PYOtherRevenueAmt |
| CY Other Revenue | $11,480 | CYOtherRevenueAmt |
| PY Total Revenue | $4,669,244 | PYTotalRevenueAmt |
| CY Total Revenue | $4,798,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,649,821 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,985,163 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $332,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $385,136 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,346 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $194,578 | PYOtherExpensesAmt |
| CY Other Expenses | $171,925 | CYOtherExpensesAmt |
| PY Total Expenses | $3,177,275 | PYTotalExpensesAmt |
| CY Total Expenses | $5,542,224 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,491,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$744,056 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,190,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,315,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $731,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $566,148 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,458,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,749,013 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT OF PHILADELPHIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,052,252 | ExpenseAmt |
| Grant | $4,985,163 | GrantAmt |
| Desc | TO FACILITATE INDIVIDUAL AND ORGANIZATIONAL GIVING TO CREATE A PERMANENT SOURCE OF PHILANTHROPIC CAPITAL TO THE SCHOOL DISTRICT OF PHILADELPHIA, ITS LEADERS, ITS TEACHERS, AND ITS STUDENTS. | Desc |
| Total Program Service Expenses | $5,052,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA FRISBY-GREENWOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159791188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SHELDON M BONOVITZ ESQUIRE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LOUIS | ||||||
| COUNCIL | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONN SCOTT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROLD HONICKMAN | ||||||
| FOUNDER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINA MONTANA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT L ARCHIE ESQUIRE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BOGLE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA FARLINO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FEATHER HOUSTOUN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OTIS HACKNEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANA JENKINS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY HOLLAND | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE NAIDOFF | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENICE M HASTY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA PERELMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHOENIX M WANG | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA WEISS LURIE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA FRISBY-GREENWOOD | ||||||
| PRESIDENT & CEO | 40.00 | $147,500 | $0 | $30,217 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,217 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHILDREN'S LITERACY INITIATIVE | |||||
| 2314 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19103 | TEACHER COACHING | $362,000 |
| REDESIGN | |||||
| 209 CHESTNUT AVE UNIT 2 | JAMAICA PLAIN | MA | 02130 | TEACHER COACHING | $173,759 |
| GEORGE ELY ASSOCIATES | |||||
| PO BOX 396 | CARLISLE | PA | 17013 | PLAYGROUND CONST. | $112,988 |
| CHEF'S TABLE | |||||
| 231 SOUTH STREET | PHILADELPHIA | PA | 19147 | CATERING | $100,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $100,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,675,287 | AllOtherContributionsAmt |
| Noncash Contributions | $497,928 | NoncashContributionsAmt |
| Total Contributions | $4,775,287 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,401 | TotalRevenueColumnAmt |
| Exclusion | $11,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $95,632 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $84,152 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,480 | TotalRevenueColumnAmt |
| Exclusion | $11,480 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,798,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,881 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,985,163 | TotalAmt |
| Program Services | $4,985,163 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,953 | TotalAmt |
| Program Services | $31,711 | ProgramServicesAmt |
| Management And General | $47,989 | ManagementAndGeneralAmt |
| Fundraising | $105,253 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,904 | TotalAmt |
| Program Services | $25,530 | ProgramServicesAmt |
| Management And General | $38,635 | ManagementAndGeneralAmt |
| Fundraising | $84,739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,631 | TotalAmt |
| Program Services | $4,909 | ProgramServicesAmt |
| Management And General | $8,408 | ManagementAndGeneralAmt |
| Fundraising | $15,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,648 | TotalAmt |
| Program Services | $3,883 | ProgramServicesAmt |
| Management And General | $5,925 | ManagementAndGeneralAmt |
| Fundraising | $12,840 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,833 | TotalAmt |
| Management And General | $42,833 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,853 | TotalAmt |
| Management And General | $47,853 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,174 | TotalAmt |
| Fundraising | $12,174 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,161 | TotalAmt |
| Program Services | $1,056 | ProgramServicesAmt |
| Management And General | $8,105 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,424 | TotalAmt |
| Management And General | $35,424 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,440 | TotalAmt |
| Management And General | $3,440 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001 | TotalAmt |
| Management And General | $1,887 | ManagementAndGeneralAmt |
| Fundraising | $114 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,440 | TotalAmt |
| Management And General | $4,440 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $7,641 | $4,729 | $2,912 |
| OTHER EVENTS | $4,086 | $4,086 | |
| BOARD EXPENSE | $2,872 | $2,872 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,224 | TotalAmt |
| Program Services | $5,052,252 | ProgramServicesAmt |
| Management And General | $256,626 | ManagementAndGeneralAmt |
| Fundraising | $233,346 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,475,951 | BOYAmt |
| EOY | $2,477,380 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,904 | BOYAmt |
| EOY | $1,263,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,624 | BOYAmt |
| EOY | $14,821 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,847 | BOYAmt |
| EOY | $558,987 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,190,326 | BOYAmt |
| EOY | $4,315,161 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,357 | BOYAmt |
| EOY | $266,565 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,040 | BOYAmt |
| EOY | $239,583 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $60,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,397 | BOYAmt |
| EOY | $566,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,233 | BOYAmt |
| EOY | $263,441 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,808,849 | BOYAmt |
| EOY | $2,926,585 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,847 | BOYAmt |
| EOY | $558,987 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,458,929 | BOYAmt |
| EOY | $3,749,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,190,326 | BOYAmt |
| EOY | $4,315,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$744,056 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,140 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $159,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,332,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,583,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775,287 | CurrentTaxYearAmt |
| Total | $13,576,722 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,332,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,583,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,775,287 | CurrentTaxYearAmt |
| Total | $13,576,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,228,944 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,347,778 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,401 | CurrentTaxYearAmt |
| Total | $53,748 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,480 | CurrentTaxYearAmt |
| Total | $197,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,827,594 | TotalSupportAmt |
| Public Support CY170 | 0.67600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47800 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,847 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,401 | OtherExpendituresAmt |
| End Year Balance | $558,987 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $528,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,435 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,784 | OtherExpendituresAmt |
| End Year Balance | $524,847 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $555,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,099 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $528,196 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $531,992 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,303 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $555,295 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $508,949 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,043 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $531,992 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,832,308 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,140 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $34,140 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,798,168 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,798,168 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,542,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,542,224 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,542,224 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | PERMANENTLY RESTRICTED NET ASSETS CONSIST OF THE GSK ENDOWMENT, WHICH IS TO BE USED FOR THE PURCHASE OF SCIENCE LABORATORY EQUIPMENT FOR USE BY THE SCIENCE LEADERSHIP ACADEMY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BURGER BRAWL | Event1Nm |
| Gross Receipts Event1 | $95,632 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $95,632 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $48,580 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $35,572 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $95,632 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $95,632 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $48,580 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,572 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,152 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,480 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL DISTRICT OF PHILADELPHIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 N BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $4,985,163 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Purpose Of Grant | SUPPORT FOR VARIOUS SCHOOLS LOCATED IN THE PHILADELPHIA AREA. | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA FRISBY-GREENWOOD | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $147,500 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,111 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,106 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $177,717 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $497,928 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE1 - LINE 19 | THE FUND SHOWS EXPENSES GREATER THAN REVENUE FOR THE YEAR ENDED JUNE 30, 2017 IN THE AMOUNT OF $744,056. THIS INCLUDES A DECREASE IN THE TEMPORARILY RESTRICTED NET ASSETS OF $882,264 AS THE RETRICTIONS ON REVENUE RECOGNIZED IN PRIOR YEARS WERE MET. THE UNRESTRICTED CHANGE IN NET ASSETS WAS AN INCREASE OF $138,208 FOR THE TOTAL DECREASE SHOWN OF THE $744,056; THUS, FOR THE CURRENT YEAR THERE WAS A SURPLUS FROM OPERATIONS AFTER TAKING INTO ACCOUNT THE RESTRICTED FUNDS RECEIVED IN PRIOR YEARS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS PREPARED BY THE OUTSIDE CPA FIRM, AND REVIEWED BY THE EXECUTIVE COMMITTEE BEFORE FILING TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY WAS ADOPTED IN 2004. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD MEETING. ALL ACTUAL OR POTENTIAL CONFLICTS MUST BE DISCLOSED TO THE CHAIR OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE DETERMINATION OF COMPENSATION INCLUDES A REVIEW OF ANY PROPOSED COMPENSATION TERMS BY THE BOARD OF DIRECTORS OR BY A COMPENSATION COMMITTEE APPOINTED BY THE BOARD. THE BOARD OR COMMITTEE WILL REVIEW DATA REGARDING THE COMPENSATION OF SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR TYPES OF ORGANIZATIONS. THE BOARD WILL PREPARE CONTEMPORANEOUS DOCUMENTATION AND RECORDS REGARDING THE DELIBERATIONS AND DECISIONS AS TO THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE AT GUIDESTAR'S WEBSITE AND ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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