OHIO COUNCIL OF TEACHERS OF MATHEMATICS: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OHIO COUNCIL OF TEACHERS OF MATHEMATICS (EIN 52-1201225)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2017-03-01
- IRS object ID
- 201700609349200525
- Schema version
- 2015v3.0
- 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 | 2017-03-01T15:40:15-05:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264007533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT HALLIDAY CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31320 SOLON ROAD SUITE 19 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521201225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO COUNCIL OF TEACHERS OF MATHEMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 BLUESPRUCE TRAIL | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA ANFANG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4405915907 | PhoneNum |
| Signature | 2017-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S HALLIDAY CPA | PreparerPersonNm |
| PTIN | P00062997 | PTIN |
| Phone | 4402485202 | PhoneNum |
| Preparation | 2017-02-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTP://WWW.OHIOCTM.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $74,127 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,130 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $14,482 | ProgramServiceRevenueAmt |
| Membership Dues | $48,760 | MembershipDuesAmt |
| Investment Income | $5,364 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $4,391 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $4,391 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $74,127 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,247 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $18,600 | SalariesOtherCompEmplBnftAmt |
| Printing Publications Postage | $16,209 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $34,971 | OtherExpensesTotalAmt |
| Total Expenses | $89,027 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$14,900 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $292,841 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$9,471 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $268,470 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,841 | BOYAmt |
| EOY | $247,814 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000 | BOYAmt |
| EOY | $27,022 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,841 | BOYAmt |
| EOY | $274,836 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,366 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,841 | BOYAmt |
| EOY | $268,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROMOTE EXCELLENCE IN MATHEMATICS EDUCATION K-COLLEGE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| PUBLICATIONS/COMMUNICATIONS. OUR JOURNAL, PUBLISHED TWICE A YEAR, IS SENT TO OUR 2700 MEMBERS. OUR NEWSLETTER AND WEBSITE DISSEMINATE NEWS OF INTEREST TO THE MATHEMATICS EDUCATAION COMMUNITY AND IS AVAILABLE TO ALL. | $18,801 | |
| SCHOLARSHIPS/EDUCATIONAL AWARDS. OCTM AWARDS EDUCATIONAL GRANTS EVERY YEAR TO ASPIRING OHIO MATH TEACHERS AND TO OHIO MATH EDUCATORS WHO HAVE BEEN NOMINATED AS A RESULT OF THEIR OUTSTANDING WORK. | $8,697 | $8,697 |
| HIGH SCHOOL MATH CONTESTS. OCTM SPONSORS A TOURNAMENT REACHING OVER 1000 STUDENTS IN OHIO. THERE IS A FOLLOW-UP CONTEST FOR TOP SCORERS AND OPPORTUNITY TO PARTICIPATE IN A NATIONAL COMPETITION. | $6,764 | $6,764 |
| GRANTS TO AFFILIATED CHARITABLE ORGANIZATIONS: 1,000 GRANTS TO HELP DELEGATES ATTEND THE NCTM CONFERENCE: 2,786 | $3,786 | $3,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,048 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DAVID KULLMAN | ||
| EXECUTIVE DI | 15.00 | $15,600 |
| MARK JAFFEE | ||
| CONFERENCE C | 5.00 | $3,000 |
| STEVEN MILLER | ||
| PRESIDENT | 5.00 | $0 |
| DEBRA GALLAGHER | ||
| PAST PRESIDE | 2.00 | $0 |
| SISTER MARY THERESA SHARP | ||
| MEMBERSHIP S | 5.00 | $0 |
| LAURA ANFANG | ||
| TREASURER | 3.00 | $0 |
| RUTH HUBBARD | ||
| PAST TREASUR | 3.00 | $0 |
| CHRIS BOLOGNESE | ||
| CONTEST DIRE | 3.00 | $0 |
| STEVE PHELPS | ||
| WEBMASTER | 2.00 | $0 |
| ED LAUGHBAUM AND M TODD EDWARDS | ||
| JOURNAL CO-E | 3.00 | $0 |
| RACHEL GORSUCH | ||
| NEWSLETTER E | 2.00 | $0 |
| REBECCA MAGGARD AND PEGGY KASTEN | ||
| SCHOLARSHIP | 2.00 | $0 |
| BARBARA MOSES | ||
| RECORDING SE | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA C ANFANG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 BLUE SPRUCE TRAIL | AddressLine1Txt |
| Address Line2 | 622 BLUE SPRUCE TRAIL | AddressLine2Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4405915097 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $55,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,772 | CurrentTaxYearAmt |
| Total | $239,444 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,076 | CurrentTaxYearAmt |
| Total | $147,447 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,848 | CurrentTaxYearAmt |
| Total | $386,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $386,891 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,304 | CurrentTaxYearAmt |
| Total | $26,971 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,304 | CurrentTaxYearAmt |
| Total | $26,971 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,152 | CurrentTaxYearAmt |
| Total | $413,862 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95360 | PublicSupportPY509Pct |
| Investment Income CY | 0.07000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES PUBLICITY 202 MEMBERSHIP PROCESSING 2,531 ELECTIONS PROCESSING 3,084 WEBSITE MAINTENANCE 2,592 CONFERENCE COORDINATOR EXPENS 52 EXEC DIRECTOR EXPENSES 1,048 PRESIDENT EXPENSES 308 TREASURER EXPENSES 592 STRATEGIC PLANNING MEETINGS 4,451 BOARD MEETINGS 6,795 LEN PIKAART MEMORIAL SEMINAR 331 FINANCE FEES 197 BONDING & INSURANCE 3,226 COCTM FUNDS PAID BACK 6,566 PROFESSIONAL DEVELOPMENT 2,452 RECOGNITION OF BOARD 344 CHARITABLE TRUST FEE 100 OMSC AFFILIATION 100 TOTAL 34,971 |
| FORM 990-EZ, PART I, LINE 20 | INCREASE IN PRE-PAID CONFERENCE EXPENSES 4,000 UNRECONCILED DIFFERENCES (SEE NOTE) 2,936 DECREASE IN MARKET VALUE OF OCTM'S INVESTMENTS -16,407 2.936 UNRECONCILED DIFFERENCE BETWEEN THE ASSET VALUES LISTED ON 2014 FORM 990-EZ AND THE 2015 OPENING BANK STATEMENTS, PORTFOLIO VALUATION, AND PRE- PAID ASSET VALUE. THIS DIFFERENCE IS LIKELY DUE TO ERROR IN PREVIOUS BANK RECONCILIATION AND/OR PORTFOLIO VALUATIONS. |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 12,022 PREPAID CONFERENCE FUNDS 11,000 15,000 TOTAL 11,000 27,022 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 6,366 |
| FORM 990-EZ, PART III, LINE 31 | GRANTS TO AFFILIATED CHARITABLE ORGANIZATIONS: 1,000 GRANTS TO HELP DELEGATES ATTEND THE NCTM CONFERENCE: 2,786 |
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