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NASD EDUCATION FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NASD EDUCATION FOUNDATION (EIN 20-3592215)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-01-11
IRS object ID
201720119349200612
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

FieldValueIRS element (for citing)
Return2017-01-11T13:27:25-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2017-01-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD J FURMAN CPAPreparerPersonNm
PTINP01267623PTIN
Phone6109351420PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressNORRISTOWNAEF.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$70,871GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$48,358ContributionsGiftsGrantsEtcAmt
Investment Income$71InvestmentIncomeAmt
Fundraising Gross Income$22,442FundraisingGrossIncomeAmt
Special Events Direct Expenses$11,047SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,395SpecialEventsNetIncomeLossAmt
Total Revenue$59,824TotalRevenueAmt
Grants And Similar Amounts Paid$37,533GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$4,259PrintingPublicationsPostageAmt
Other Expenses Total$2,628OtherExpensesTotalAmt
Total Expenses$45,170TotalExpensesAmt
Excess Or Deficit For Year$14,654ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$69,069NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$83,723NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$69,069BOYAmt
EOY$83,723EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,069BOYAmt
EOY$83,723EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$69,069BOYAmt
EOY$83,723EOYAmt
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$37,533GrantsAndAllocationsAmt
Program Service Expenses$37,533ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$37,533TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN SHANOSKI
BOARD MEMBER1.00$0$0$0
CYNTHIA E WHITLEY
VICE PRESIDENT1.00$0$0$0
GRACE FUENTES
BOARD MEMBER1.00$0$0$0
AMY DIVIRGILIO
BOARD MEMBER1.00$0$0$0
LINDSAY PHILLIPS
BOARD MEMBER1.00$0$0$0
CYNTHIA DAVENPORT
BOARD MEMBER1.00$0$0$0
MEIKO SCOTT GOLDEN
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)
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$139,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,708CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,790CurrentTaxYearMinus1YearAmt
Current Tax Year$48,358CurrentTaxYearAmt
Total$512,995TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$139,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,708CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,790CurrentTaxYearMinus1YearAmt
Current Tax Year$48,358CurrentTaxYearAmt
Total$512,995TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$351,634SubstantialContributorsTotAmt
Public Support Total170$161,361PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$203CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191CurrentTaxYearMinus1YearAmt
Current Tax Year$71CurrentTaxYearAmt
Total$953TotalAmt
FieldValueIRS element (for citing)
Total Support$513,948TotalSupportAmt
Gross Receipts Rltd Activities$119,107GrossReceiptsRltdActivitiesAmt
Public Support CY1700.31400PublicSupportCY170Pct
Public Support PY1700.35880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HARLEM WIZARDS BASKETBALL EVENTEvent1Nm
Gross Receipts Event1$22,442GrossReceiptsEvent1Amt
Gross Revenue Event1$22,442GrossRevenueEvent1Amt
Other Direct Expenses Event1$11,047OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,442GrossReceiptsTotalAmt
Gross Revenue Total Events$22,442GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$11,047OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,047DirectExpenseSummaryEventsAmt
Net Income Summary$11,395NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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 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: 37,533.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: DUES & FEES. AMOUNT: 100. DESCRIPTION: SUPPLIES. AMOUNT: 528. DESCRIPTION: INSURANCE. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 2,628.

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