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NASD EDUCATION FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NASD EDUCATION FOUNDATION (EIN 20-3592215)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-03
IRS object ID
201722769349200107
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)
Return2017-10-03T09:43:26-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231518888PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAILLIE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 680AddressLine1Txt
CityOAKSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194560680ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203592215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NASD EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNASDBusinessNameControlTxt
Phone6106305000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 N WHITEHALL ROADAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE MARIE ROHRICHTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6106305000PhoneNum
Signature2017-08-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD J FURMAN CPAPreparerPersonNm
PTINP01267623PTIN
Phone6109351420PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.227.130.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-23IPDt
IP Tm07:47:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6A10CFFD0C12A94F386B0DFBBF48B480D3E72CF1AtSubmissionCreationDeviceId
At Submission Filing Device Id1D55CB83BD0027A882DFE1AE3A93C20DBED27276AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressNORRISTOWNAEF.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$22,885GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$8,998ContributionsGiftsGrantsEtcAmt
Investment Income$71InvestmentIncomeAmt
Fundraising Gross Income$13,731FundraisingGrossIncomeAmt
Special Events Direct Expenses$7,640SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$6,091SpecialEventsNetIncomeLossAmt
Other Revenue Total$85OtherRevenueTotalAmt
Total Revenue$15,245TotalRevenueAmt
Grants And Similar Amounts Paid$34,207GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$2,941PrintingPublicationsPostageAmt
Other Expenses Total$2,646OtherExpensesTotalAmt
Total Expenses$40,544TotalExpensesAmt
Excess Or Deficit For Year-$25,299ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$83,723NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$58,424NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$83,723BOYAmt
EOY$58,424EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,723BOYAmt
EOY$58,424EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$83,723BOYAmt
EOY$58,424EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE INDEPENDENT FINANCIAL FUNDING TO SUPPORT CHALLENGING AND ENRICHING INNOVATIONS THAT WILL MAXIMIZE THE LEARNING POTENTIAL OF ALL STUDENTS IN THE NORRISTOWN AREA SCHOOL DISTRICTPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION PROVIDES SUPPORT FOR EDUCATIONAL ACTIVITIES WITHIN THE NORRISTOWN AREA SCHOOL DISTRICT AND COMMUNITY.DescriptionProgramSrvcAccomTxt
Grants And Allocations$34,207GrantsAndAllocationsAmt
Program Service Expenses$34,207ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$34,207TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA E WHITLEY
VICE PRESIDENT1.00$0$0$0
GRACE FUENTES
BOARD MEMBER1.00$0$0$0
LINDSAY PHILLIPS
BOARD MEMBER1.00$0$0$0
MEIKO SCOTT GOLDEN
BOARD MEMBER1.00$0$0$0
TUREA HUTSON
BOARD MEMBER1.00$0$0$0
ED TURNER
BOARD MEMBER1.00$0$0$0
TRACY TESFAYE
BOARD MEMBER1.00$0$0$0
RENEE GOLDEN
PRESIDENT1.00$0$0$0
ANNE MARIE ROHRICHT
TREASURER1.00$0$0$0
DR JANET SAMUELS
BOARD MEMBER1.00$0$0$0
CHRIS BERKOWITZ
VICE PRESIDENT1.00$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 FldPAStatesWhereCopyOfReturnIsFldCd

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 Line1401 N WHITEHALL ROADAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19403ZIPCd
FieldValueIRS element (for citing)
Phone6106305000PhoneNum
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$152,204CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,358CurrentTaxYearMinus1YearAmt
Current Tax Year$8,998CurrentTaxYearAmt
Total$382,058TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$22,442CurrentTaxYearMinus1YearAmt
Current Tax Year$13,731CurrentTaxYearAmt
Total$88,836TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,800CurrentTaxYearMinus1YearAmt
Current Tax Year$22,729CurrentTaxYearAmt
Total$470,894TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$470,894PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71CurrentTaxYearMinus1YearAmt
Current Tax Year$71CurrentTaxYearAmt
Total$760TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71CurrentTaxYearMinus1YearAmt
Current Tax Year$71CurrentTaxYearAmt
Total$760TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$85CurrentTaxYearAmt
Total$85TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,871CurrentTaxYearMinus1YearAmt
Current Tax Year$22,885CurrentTaxYearAmt
Total$471,739TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99820PublicSupportCY509Pct
Investment Income CY0.00160InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HARLEM WIZARDS BASKETBALL EVENTEvent1Nm
Gross Receipts Event1$13,731GrossReceiptsEvent1Amt
Gross Revenue Event1$13,731GrossRevenueEvent1Amt
Other Direct Expenses Event1$7,640OtherDirectExpensesEvent1Amt
Gross Receipts Total$13,731GrossReceiptsTotalAmt
Gross Revenue Total Events$13,731GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$7,640OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,640DirectExpenseSummaryEventsAmt
Net Income Summary$6,091NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 71.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS. AMOUNT: 85.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NORRISTOWN AREA SCHOOL DISTRICT. GRANTEE ADDRESS: 401 N WHITEHALL ROAD NORRISTOWN, PA 19403. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 34,207.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: DUES & FEES. AMOUNT: 450. DESCRIPTION: SUPPLIES. AMOUNT: 171. DESCRIPTION: INSURANCE. AMOUNT: 2,025. TOTAL TO FORM 990-EZ, LINE 16: 2,646.

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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