ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION (EIN 38-3147156)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-17
- IRS object ID
- 201731089349200418
- 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 | 2017-04-17T20:15:45-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383147156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYA | BusinessNameControlTxt |
| Phone | 2484358400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DeVillen | AddressLine1Txt |
| City | Royal Oak | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sherry Toggweiler | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2487652491 | PhoneNum |
| Signature | 2017-04-17 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.51.196.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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://royaloakfoundation.org/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $57,051 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,974 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $11,506 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $15,571 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,571 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $41,480 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,484 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,704 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $908 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $109 | OtherExpensesTotalAmt |
| Total Expenses | $19,205 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,275 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $344,449 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $456 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $367,180 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,449 | BOYAmt |
| EOY | $367,180 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,449 | BOYAmt |
| EOY | $367,180 | 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 | $344,449 | BOYAmt |
| EOY | $367,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide financial support of important educational activities not provided by the Royal Oak Public School District | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Contributed $10,324 to the Royal Oak Schools Performing Arts Committee to help them in their goal to raise money to replace 57 year old seats in the High School auditorium which will benefit all high school students, contributed $5,000 to the Jump Start Music Program which benefits all 5th grade students in Royal Oak Schools, contributed $109 to the Comcast Internet Essentials program which has aided over 70 families of low-income students in acquiring internet at home, contributed $800 to Royal Oak PTA Council for a Parenting U day, contributed $250 to the Celebration of the Arts committee to showcase student arts. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $16,484 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Christine Hartwig | ||||
| President | 1 | $0 | $0 | $0 |
| Sherry Toggweiler | ||||
| Treasurer | 1 | $0 | $0 | $0 |
| Anna Longe | ||||
| Vice-President | 1 | $0 | $0 | $0 |
| Deb Anderson | ||||
| Director | 1 | $0 | $0 | $0 |
| Stan Harris | ||||
| Director | 1 | $0 | $0 | $0 |
| Rita Walker | ||||
| Director | 1 | $0 | $0 | $0 |
| Dave Dursam | ||||
| Director | 1 | $0 | $0 | $0 |
| Heidi Esbri | ||||
| Secretary | 1 | $0 | $0 | $0 |
| Tammy Ristau | ||||
| Director | 0 | $0 | $0 | $0 |
| Pam Shewchuck | ||||
| Director | 0 | $0 | $0 | $0 |
| Rachel Forsyth | ||||
| Director | 1 | $0 | $0 | $0 |
| Holly Haran | ||||
| Director | 0 | $0 | $0 | $0 |
| Janet VonEberstein | ||||
| Director | 1 | $0 | $0 | $0 |
| Kurt VonEberstein | ||||
| Director | 1 | $0 | $0 | $0 |
| Kevin Walsh | ||||
| Director | 1 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| 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 |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sherry Toggweiler | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1018 Longfellow | AddressLine1Txt |
| City | Royal Oak | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2487652491 | 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 |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,974 | CurrentTaxYearAmt |
| Total | $122,140 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,974 | CurrentTaxYearAmt |
| Total | $122,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $122,140 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,506 | CurrentTaxYearAmt |
| Total | $71,614 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $193,754 | TotalSupportAmt |
| Public Support CY170 | 0.63039 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64537 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $38,240 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,324 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,916 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,916 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $38,240 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,324 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,916 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,916 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,916 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 | Royal Oak Schools Performing Arts Committee $10324, Jump Start Music Program $5,000, Comcast Internet Essentials $109, Royal Oak PTA Council $800, Celebration of the Arts $250. |
| Form 990-EZ, Part I, Line 16 | Annual meeting $78.85, License $30 |
| Form 990-EZ, Part I, Line 20 | Net increase/decrease in assets is unrealized gain/loss on investments carried at market value $456 |
Comments