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TRANSFORMATIVE LEARNING FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TRANSFORMATIVE LEARNING FOUNDATION (EIN 84-1588984)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-07
IRS object ID
201722509349200407
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

FieldValueIRS element (for citing)
Return2017-09-07T10:51:48-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260412994PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CURNOW & CURNOW PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11720 IOWA STAddressLine1Txt
CityBELLINGHAMCityNm
State AbbreviationWAStateAbbreviationCd
ZIP982294702ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841588984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SELFDESIGN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSELFBusinessNameControlTxt
Phone3606761635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11807 MCKENZIE AVEAddressLine1Txt
CityBELLINGHAMCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MARSHAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3606761635PhoneNum
Signature2017-07-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK W CURNOWPreparerPersonNm
PTINP00742768PTIN
Phone3606766655PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.151.107.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-26IPDt
IP Tm17:59:20IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2AF7D15CDD5F9DACA4E7A8F13D64AAA76AA4A35DAtSubmissionCreationDeviceId
At Submission Filing Device Id2AF7D15CDD5F9DACA4E7A8F13D64AAA76AA4A35DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.SELFDESIGNINSTITUTE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$199,698GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,100ContributionsGiftsGrantsEtcAmt
Program Service Revenue$197,598ProgramServiceRevenueAmt
Total Revenue$199,698TotalRevenueAmt
Grants And Similar Amounts Paid$1,100GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$73,111SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$30,751FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$52,133OtherExpensesTotalAmt
Total Expenses$157,095TotalExpensesAmt
Excess Or Deficit For Year$42,603ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$31,076NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$11,527NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$4,391BOYAmt
EOY$804EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$5,287BOYAmt
EOY$33,586EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,678BOYAmt
EOY$34,390EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,754BOYAmt
EOY$22,863EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$31,076BOYAmt
EOY$11,527EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeEDUCATIONAL SERVICESPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
PROVIDE COURSES AND OTHER EDUCATIONAL SERVICES TO LEARNERS ENROLLED IN THE SELFDESIGN GRADUATE INSTITUTE.$0$108,395
PROVIDE TRAINING AND PROFESSIONAL DEVELOPMENT TO SELFDESIGN AFFILIATE.$0$48,700
FieldValueIRS element (for citing)
Total Program Service Expenses$157,095TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RENEE POINDEXTER
CHAIR4.00$2,550$0$0
ANNE ADAMS
DIRECTOR2.00$550$0$0
LINDA INLAY
DIRECTOR2.00$0$0$0
BRANDY MCCRAY
SECRETARY3.00$0$0$0
JON OUELLETTE
DIRECTOR2.00$0$0$0
DAVID MARSHAK
PRESIDENT25.00$20,000$0$0
TERRY COCHRAN
VICE PRESIDENT, FINANCE5.00$5,400$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

FieldValueIRS element (for citing)
PersonJAMES T COCHRANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16375 LODIMEADOW DRIVEAddressLine1Txt
CitySALINECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48176ZIPCd
FieldValueIRS element (for citing)
Phone5036187269PhoneNum
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,946CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,527CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,842CurrentTaxYearMinus1YearAmt
Current Tax Year$2,100CurrentTaxYearAmt
Total$60,834TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$101,660CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,256CurrentTaxYearMinus1YearAmt
Current Tax Year$197,598CurrentTaxYearAmt
Total$658,309TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,606CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,597CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,098CurrentTaxYearMinus1YearAmt
Current Tax Year$199,698CurrentTaxYearAmt
Total$719,143TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,211CurrentTaxYearMinus1YearAmt
Current Tax Year$58,212CurrentTaxYearAmt
Total$252,225TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,211CurrentTaxYearMinus1YearAmt
Current Tax Year$58,212CurrentTaxYearAmt
Total$252,225TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$466,918PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20CurrentTaxYearMinus4YearsAmt
Total$20TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20CurrentTaxYearMinus4YearsAmt
Total$20TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,626CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,597CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,098CurrentTaxYearMinus1YearAmt
Current Tax Year$199,698CurrentTaxYearAmt
Total$719,163TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.64930PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP EXPENSE. GRANTEE NAME: LEARNER. AMOUNT GIVEN: 1,100.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADVERTISING. AMOUNT: 6,907. DESCRIPTION: BANK CHARGES. AMOUNT: 1,398. DESCRIPTION: FOREIGN EXCHANGE LOSS. AMOUNT: 12,263. DESCRIPTION: INSURANCE. AMOUNT: 2,789. DESCRIPTION: IT EXPENSE. AMOUNT: 6,014. DESCRIPTION: FEES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 70. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,593. DESCRIPTION: POSTAGE. AMOUNT: 121. DESCRIPTION: RESIDENCY EXPENSE. AMOUNT: 15,606. DESCRIPTION: TRAVEL. AMOUNT: 1,322. TOTAL TO FORM 990-EZ, LINE 16: 52,133.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: TUITION & FEES RECEIVABLE. BEG. OF YEAR AMOUNT: 5,287. END OF YEAR AMOUNT: 33,586.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,164. END OF YEAR AMOUNT: 0. DESCRIPTION: DONATIONS PAYABLE. BEG. OF YEAR AMOUNT: 199. END OF YEAR AMOUNT: 202. DESCRIPTION: ACCRUED PAYROLL. BEG. OF YEAR AMOUNT: 9,167. END OF YEAR AMOUNT: 13,250. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 1,444. END OF YEAR AMOUNT: 2,378. DESCRIPTION: PREPAID TUITION. BEG. OF YEAR AMOUNT: 28,780. END OF YEAR AMOUNT: 7,033.

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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