HARFORD COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HARFORD COUNTY EDUCATION FOUNDATION INC (EIN 20-2060496)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-26
IRS object ID
201842999349200414
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)
Return2018-10-26T10:24:54-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261575062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALSAMO STEWART LUTTERS & RUTH PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1508 ROCK SPRING ROADAddressLine1Txt
CityBEL AIRCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202060496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARFORD COUNTY EDUCATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARFBusinessNameControlTxt
Phone4103227743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13809 HEBRON TERRACEAddressLine1Txt
CityABINGDONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORA MERLOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4103227743PhoneNum
Signature2018-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL C BALSAMO CPAPreparerPersonNm
PTINP00062290PTIN
Phone4108383535PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.121.181.37IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-26IPDt
IP Tm09:43:31IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id911A4382FA4DEB828FBD3E2EA7C6F6EBF38872E9AtSubmissionCreationDeviceId
At Submission Filing Device Id911A4382FA4DEB828FBD3E2EA7C6F6EBF38872E9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHARFORDEDUCATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$181,997GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$175,888ContributionsGiftsGrantsEtcAmt
Investment Income$172InvestmentIncomeAmt
Fundraising Gross Income$5,937FundraisingGrossIncomeAmt
Special Events Direct Expenses$30,158SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$24,221SpecialEventsNetIncomeLossAmt
Total Revenue$151,839TotalRevenueAmt
Grants And Similar Amounts Paid$58,464GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$60,034SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,811FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$8,660OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,831PrintingPublicationsPostageAmt
Other Expenses Total$18,472OtherExpensesTotalAmt
Total Expenses$152,272TotalExpensesAmt
Excess Or Deficit For Year-$433ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$67,435NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$67,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$83,087BOYAmt
EOY$80,223EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$487BOYAmt
EOY$487EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,574BOYAmt
EOY$80,710EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,139BOYAmt
EOY$13,708EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$67,435BOYAmt
EOY$67,002EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO RAISE PUBLIC AWARENESS, PRIDE AND SUPPORT FOR QUALITY EDUCATION AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR AREA SCHOOLS AND STUDENTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
INSTRUCTION INNOVATION GRANTS, EDUCATION SUPPLIES AND SERVICES TO HARFORD COUNTY PUBLIC SCHOOLS.$41,464$41,464
FOURTEEN COLLEGE SCHOLARSHIPS AWARDED$17,000$17,000
FieldValueIRS element (for citing)
Total Program Service Expenses$58,464TotalProgramServiceExpensesAmt
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
DEBORA MERLOCK
PRESIDENT35.00$25,000$0$0
DOUG EDER
DIRECTOR1.00$0$0$0
WARREN HAMILTON
CHAIR1.00$0$0$0
JANET GOMES
VICE CHAIR - FINANCE1.00$0$0$0
RICHARD HUFFMAN
DIRECTOR1.00$0$0$0
BETH BAVIS
DIRECTOR1.00$0$0$0
LIZ LEONI MONTI
VICE CHAIR - GOVERNANCE1.00$0$0$0
MELISSA MICKEY
EX-OFFICIO1.00$0$0$0
CATHY PONIATOWSKI
EX-OFFICIO1.00$0$0$0
LISA SUNDQUIST
EX-OFFICIO1.00$0$0$0
JOSEPH VOSKUHL
EX-OFFICIO1.00$0$0$0
CLAUDINE ADAMS
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
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORA MERLOCKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 GATEWAY DRIVE SUITE 21AAddressLine1Txt
CityBEL AIRCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd
FieldValueIRS element (for citing)
Phone4103227743PhoneNum
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$56,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,510CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,459CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,856CurrentTaxYearMinus1YearAmt
Current Tax Year$175,888CurrentTaxYearAmt
Total$528,945TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,510CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,459CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,856CurrentTaxYearMinus1YearAmt
Current Tax Year$175,888CurrentTaxYearAmt
Total$528,945TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$71,078SubstantialContributorsTotAmt
Public Support Total170$457,867PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70CurrentTaxYearMinus1YearAmt
Current Tax Year$174CurrentTaxYearAmt
Total$337TotalAmt
FieldValueIRS element (for citing)
Total Support$529,282TotalSupportAmt
Gross Receipts Rltd Activities$91,542GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86510PublicSupportCY170Pct
Public Support PY1700.95010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support PY5090.95010PublicSupportPY509Pct
Investment Income PY0.00030InvestmentIncomePYPct

Schedule B IRS990ScheduleB

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1THE PROMEvent1Nm
Gross Receipts Event1$37,950GrossReceiptsEvent1Amt
Charitable Contri Event1$34,683CharitableContriEvent1Amt
Gross Revenue Event1$3,267GrossRevenueEvent1Amt
Food And Beverage Event1$8,432FoodAndBeverageEvent1Amt
Entertainment Event1$4,350EntertainmentEvent1Amt
Other Direct Expenses Event1$981OtherDirectExpensesEvent1Amt
Event2GOLF OUTINGEvent2Nm
Gross Receipts Event2$29,300GrossReceiptsEvent2Amt
Charitable Contri Event2$28,980CharitableContriEvent2Amt
Gross Revenue Event2$320GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,200NonCashPrizesEvent2Amt
Rent Facility Costs Event2$9,890RentFacilityCostsEvent2Amt
Food And Beverage Event2$50FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,508OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$19,115GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$16,765CharitableContriOtherEventsAmt
Gross Revenue Other Events$2,350GrossRevenueOtherEventsAmt
Food And Beverage Other Events$2,008FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$739OthDirectExpnssOtherEventsAmt
Gross Receipts Total$86,365GrossReceiptsTotalAmt
Charitable Contributions Tot$80,428CharitableContributionsTotAmt
Gross Revenue Total Events$5,937GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,200NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$9,890RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,490FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,350EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,228OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30,158DirectExpenseSummaryEventsAmt
Net Income Summary-$24,221NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 172.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KAITLN TREXLER. DATE OF GIFT: 07/19/17. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: AIDAN RIORDAN. DATE OF GIFT: 08/29/17. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LASHAI SCROGGINS. DATE OF GIFT: 09/08/17. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MADELYN DOUGHERTY. DATE OF GIFT: 09/08/17. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BRYDIN COOK. DATE OF GIFT: 09/12/17. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CELESTINE AMEVINYA. DATE OF GIFT: 09/12/17. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: FRANKLIN JEROME SHEDLESKI. DATE OF GIFT: 11/30/17. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JANINE HARRISON. DATE OF GIFT: 01/05/18. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BRYDIN COOK. DATE OF GIFT: 02/19/18. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: A. SIGHN. DATE OF GIFT: 02/19/18. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: FRANKLIN JEROME SHEDLESKI. DATE OF GIFT: 03/19/18. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KIERSTIN NEARY. DATE OF GIFT: 03/19/18. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CELESTINE AMEVINYA. DATE OF GIFT: 03/31/18. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ANURADHA SINGH. DATE OF GIFT: 04/19/18. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPLIES. GRANTEE NAME: HARFORD COUNTY SCHOOLS. METHOD USED TO DETERMINE FMV: ESTIMATED RETAIL VALUE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 41,464. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 58,464.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BOARD EXPENSES. AMOUNT: 689. DESCRIPTION: SUPPLIES & MISCELLANEOUS. AMOUNT: 3,093. DESCRIPTION: MARKETING & ADVERTISING. AMOUNT: 4,614. DESCRIPTION: INSURANCE. AMOUNT: 3,099. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 1,050. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,399. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 594. DESCRIPTION: CONFERENCES AND TRAINING WORKSHOPS. AMOUNT: 427. DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 507. TOTAL TO FORM 990-EZ, LINE 16: 18,472.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 487. END OF YEAR AMOUNT: 487.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO EHS ACADEMY OF FINANCE. BEG. OF YEAR AMOUNT: 4,039. END OF YEAR AMOUNT: 6,701. DESCRIPTION: DUE TO EHS INTL BACCALAUREATE. BEG. OF YEAR AMOUNT: 4,565. END OF YEAR AMOUNT: 4,565. DESCRIPTION: DUE TO MEZZANOTTE SCHOLARSHIP FUND. BEG. OF YEAR AMOUNT: 14. END OF YEAR AMOUNT: 1,014. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 4,128. END OF YEAR AMOUNT: 768. DESCRIPTION: DUE TO SEAPERCH. BEG. OF YEAR AMOUNT: 3,393. END OF YEAR AMOUNT: 660.

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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