SIOP FOUNDATION INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIOP FOUNDATION INC (EIN 34-1875995)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201743199349202034
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:58:09-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Maritime Plaza Suite 202 | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341875995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOP Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIOP | BusinessNameControlTxt |
| Phone | 4193530032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E POE ROAD | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434021355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAETTA HOUGH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4193530032 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee Ann DuBois CPA | PreparerPersonNm |
| PTIN | P00186532 | PTIN |
| Phone | 4192430218 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.240.120.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 10:45:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B4A05F9BE953DECECDCC5AC044ABBC79867A4E57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A561988FC6317E49FB34242F87BA390641375ACE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $92,762 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $92,762 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $92,762 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $113,309 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $90 | OtherExpensesTotalAmt |
| Total Expenses | $113,399 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$20,637 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $37,646 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $17,009 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,646 | BOYAmt |
| EOY | $17,009 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,646 | BOYAmt |
| EOY | $17,009 | 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 | $37,646 | BOYAmt |
| EOY | $17,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educational and scientific purposes | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE PROMOTION OF HUMAN WELFARE THROUGH THE VARIOUS APPLICATIONS OF PSYCHOLOGY TO ALL TYPES OF ORGANIZATIONS PROVIDING GOODS OR SERVICES | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $113,309 | GrantsAndAllocationsAmt |
| Foreign Grants | Yes (X) | ForeignGrantsInd |
| Program Service Expenses | $113,399 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $113,399 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LINDA LENTZ | ||||
| DIRECTOR OF ADMINISTRATIVE SERVICES | 5.00 | $0 | $0 | $0 |
| DAVID NERSHI | ||||
| EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| MILTON HAKEL | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| RICHARD KLIMOSKI | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| NANCY TIPPINS | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| LEAETTA HOUGH | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| ADRIENNE COLELLA | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM MACEY | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL W THAYER | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEFFREY HUGHES | ||||
| EXECUTIVE DIRECTOR | 2.00 | $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 |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA LENTZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E POE ROAD SUITE 101 | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434021355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4193530032 | 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 | $244,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,762 | CurrentTaxYearAmt |
| Total | $736,281 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,762 | CurrentTaxYearAmt |
| Total | $736,281 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $736,281 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,762 | CurrentTaxYearAmt |
| Total | $736,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: TOLEDO COMMUNITY FOUNDATION. Grantee Address: 300 MADISON AVE, SUITE 1300 TOLEDO, OH 43604. Grantee Relationship: NONE. Amount Given: 26,412. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: UNIVERSITY OF ARIZONA. Grantee Address: 1303 E. UNIVERSITY BLVD BOX 3 TUSCON, AZ 85719-0521. Grantee Relationship: NONE. Amount Given: 7,500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: UNIVERSITY OF SOUTH FLORIDA. Grantee Address: PO BOX 864568 ORLANDO, FL 55455-0438. Grantee Relationship: NONE. Amount Given: 11,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: THE RESEARCH FOUNDATION FOR SUNY, UNIVERSITY OF Grantee Name: THE RESEARCH FOUNDATION FOR SUNY, UNIVERSITY OF. Grantee Address: PO BOX 9 ALBANY, NY 12201-0009. Grantee Relationship: NONE. Amount Given: 6,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: ALPS SOLUTIONS. Grantee Address: 19 W. HARGETT ST, SUITE 701 RALEIGH, NC 27601. Grantee Relationship: NONE. Amount Given: 7,500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO ORGANIZATIONS. Grantee Name: INDIVIDUALLY LESS THAN $5,000. Grantee Relationship: NONE. Amount Given: 10,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO INDIVIDUALS. Grantee Name: LINGTAO YU. Grantee Address: UNIVERSITY OF MINNESOTA, CARLSON SCHOOL OF MGMT MINNEAPOLIS, MN 55455-0438. Grantee Relationship: NONE. Amount Given: 7,500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO INDIVIDUALS. Grantee Name: INDIVIDUALLY LESS THAN $5,000. Grantee Relationship: NONE. Amount Given: 17,397. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: SCHOLORSHIPS TO INDIVIDUALS. Grantee Name: INDIVIDUALLY LESS THAN $5,000. Grantee Relationship: NONE. Amount Given: 9,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: SCHOLORSHIPS TO INDIVIDUALS. Grantee Name: CHRISTINA LACERENZA. Grantee Address: 2350 WESTCREEK LANE APT 5301 HOUSTON, TX 77027. Grantee Relationship: NONE. Amount Given: 10,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: GRANTS TO FOREIGN INDIVIDUALS. Grantee Name: INDIVIDUALLY LESS THAN $5,000. Grantee Relationship: NONE. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 113,309. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: OHIO ANNUAL FEE . Amount: 50. Description: BANK FEES. Amount: 40. Total to Form 990-EZ, line 16: 90. |
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 |
Comments