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YARMOUTH EDUCATION FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
YARMOUTH EDUCATION FOUNDATION (EIN 27-4535120)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-15
IRS object ID
201823199349202707
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

FieldValueIRS element (for citing)
Return2018-11-15T10:24:40-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010459941PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAWSON SMITH PURVIS & BASSETT PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 CASCO STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041012902ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274535120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YARMOUTH EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYARMBusinessNameControlTxt
Phone2078465586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 MCCARTNEY STREETAddressLine1Txt
CityYARMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOLLY FERGUSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2078465586PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM P JOHNSONPreparerPersonNm
PTINP00568840PTIN
Phone2078740355PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.55.220.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm09:55:49IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDF6BAD87B0D503C9696F554B5AFD1F5CF9B60ADFAtSubmissionCreationDeviceId
At Submission Filing Device Id38ED168669D528B24FDB97BE3231E3664C269AA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.YARMOUTHEDUCATIONFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$66,954GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$42,540ContributionsGiftsGrantsEtcAmt
Investment Income$182InvestmentIncomeAmt
Sale Of Assets Gross$2,144SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$2,151CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$7GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$22,088FundraisingGrossIncomeAmt
Special Events Direct Expenses$5,913SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$16,175SpecialEventsNetIncomeLossAmt
Total Revenue$58,890TotalRevenueAmt
Grants And Similar Amounts Paid$51,185GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$2,949SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,047FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$3,376PrintingPublicationsPostageAmt
Other Expenses Total$4,386OtherExpensesTotalAmt
Total Expenses$67,943TotalExpensesAmt
Excess Or Deficit For Year-$9,053ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$244,211NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$235,158NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$255,713BOYAmt
EOY$252,072EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,900BOYAmt
EOY$550EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$257,613BOYAmt
EOY$252,622EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,402BOYAmt
EOY$17,464EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$244,211BOYAmt
EOY$235,158EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE FUNDING THROUGH GRANTS AND AWARDS TO ENRICH THE OVERALL EDUCATIONAL EXPERIENCE OF STUDENTS IN THE YARMOUTH SCHOOL DEPARTMENT.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomAWARDS AND GRANTS - TO FUND MULTIPLE PROGRAMS IN THE YARMOUTH SCHOOL DEPARTMENTDescriptionProgramSrvcAccomTxt
Grants And Allocations$51,185GrantsAndAllocationsAmt
Program Service Expenses$51,185ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$51,185TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHAWNA CHIGRO-ROGERS
PRESIDENT1.00$0$0$0
KATE SHUB
VICE PRESIDENT1.00$0$0$0
HOLLY FERGUSON
TREASURER1.00$0$0$0
JENNIFER LENARDSON
SECRETARY1.00$0$0$0
SAM CADY
DIRECTOR1.00$0$0$0
NEWELL AUGUR
DIRECTOR1.00$0$0$0
KATHERINE GALLANT
DIRECTOR1.00$0$0$0
RACHEL GITELSON
DIRECTOR1.00$0$0$0
JENNIFER HILL
DIRECTOR1.00$0$0$0
KATIE LEINWAND
DIRECTOR1.00$0$0$0
BEN LOWENSTEIN
DIRECTOR1.00$0$0$0
EHREN MORSE
DIRECTOR1.00$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

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 Line1101 MCCARTNEY STREETAddressLine1Txt
CityYARMOUTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04096ZIPCd
FieldValueIRS element (for citing)
Phone2078465586PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,388CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,159CurrentTaxYearMinus1YearAmt
Current Tax Year$42,540CurrentTaxYearAmt
Total$273,345TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,388CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,159CurrentTaxYearMinus1YearAmt
Current Tax Year$42,540CurrentTaxYearAmt
Total$273,345TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$36,553SubstantialContributorsTotAmt
Public Support Total170$236,792PublicSupportTotal170Amt
Total Support$273,345TotalSupportAmt
Gross Receipts Rltd Activities$114,061GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86630PublicSupportCY170Pct
Public Support PY1700.82690PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BLUE JEAN BALLEvent1Nm
Gross Receipts Event1$40,289GrossReceiptsEvent1Amt
Charitable Contri Event1$18,964CharitableContriEvent1Amt
Gross Revenue Event1$21,325GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,913OtherDirectExpensesEvent1Amt
Event2SHOP LOCALEvent2Nm
Gross Receipts Event2$763GrossReceiptsEvent2Amt
Gross Revenue Event2$763GrossRevenueEvent2Amt
Gross Receipts Total$41,052GrossReceiptsTotalAmt
Charitable Contributions Tot$18,964CharitableContributionsTotAmt
Gross Revenue Total Events$22,088GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,913OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,913DirectExpenseSummaryEventsAmt
Net Income Summary$16,175NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 175. DESCRIPTION: DIVIDENDS. AMOUNT: 7. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 182.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: AWARDS AND GRANTS. GRANTEE NAME: VARIOUS - YARMOUTH SCHOOL DEPARTMENT. GRANTEE ADDRESS: 101 MCCARTNEY STREET YARMOUTH, ME 04096. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 51,185.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: CREDIT CARD AND PROCESSING FEES. AMOUNT: 705. DESCRIPTION: INSURANCE. AMOUNT: 1,993. DESCRIPTION: MARKETING. AMOUNT: 670. DESCRIPTION: SUPPLIES. AMOUNT: 104. DESCRIPTION: PAYROLL TAXES. AMOUNT: 243. DESCRIPTION: DUES, SUBSCRIPTIONS, REFERENCE. AMOUNT: 605. DESCRIPTION: MISCELLANEOUS. AMOUNT: 66. TOTAL TO FORM 990-EZ, LINE 16: 4,386.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,900. END OF YEAR AMOUNT: 550.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 12,942. END OF YEAR AMOUNT: 17,464. DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 460. END OF YEAR AMOUNT: 0.

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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