JEFFERSON EDUCATIONAL SOCIETY OF ERIE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON EDUCATIONAL SOCIETY OF ERIE (EIN 26-3460486)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-02-02
- IRS object ID
- 201500339349300430
- Schema version
- 2013v4.0
- 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 | 2015-02-02T11:23:43-08:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M LASTOWSKI CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 W 38TH ST | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 165082457 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263460486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON EDUCATIONAL SOCIETY OF ERIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 8144598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3207 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16508 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERKI FERATI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8144598000 | PhoneNum |
| Signature | 2015-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M LASTOWSKI CPA | PreparerPersonNm |
| Phone | 8148684802 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FERKI FERATI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3207 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $623,129 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JESERIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE JEFFERSON EDUCATIONAL SOCIETY OF ERIE IS TO PROMOTE CIVIC ENLIGHTENMENT AND COMMUNITY PROGRESS FOR THE ERIE REGION THROUGH STUDY, RESEARCH AND DISCUSSION. THE SOCIETY CONDUCTS PROGRAMS TO FURTHER THESE GOALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,687,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $505,983 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,758 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,191 | CYProgramServiceRevenueAmt |
| CY Investment Income | $17,834 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,087 | PYOtherRevenueAmt |
| CY Other Revenue | $24,121 | CYOtherRevenueAmt |
| PY Total Revenue | $4,736,678 | PYTotalRevenueAmt |
| CY Total Revenue | $623,129 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $218,144 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $223,722 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,913 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,373,900 | PYOtherExpensesAmt |
| CY Other Expenses | $618,949 | CYOtherExpensesAmt |
| PY Total Expenses | $1,592,044 | PYTotalExpensesAmt |
| CY Total Expenses | $842,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,144,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$219,542 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,292,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,499,903 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $761,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,136,957 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,531,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,362,946 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE JEFFERSON | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $546,860 | ExpenseAmt |
| Revenue | $75,191 | RevenueAmt |
| Desc | THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS ON VARIOUS TOPICS AND A GLOBAL SUMMIT WHICH FEATURES NATIONAL SPEAKERS WHO PRESENT LECTURES ON TOPICS OF NATIONAL AND GLOBAL SIGNIFICANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,462 | ExpenseAmt |
| Desc | THE JEFFERSON EDUCATIONAL SOCIETY WAS THE LEAD ORGANIZATION PLANNING AND CONDUCTING THE CELEBRATION OF THE 200TH ANNIVERSARY OF COMMODORE OLIVER HAZARD PERRY'S VICTORY OVER THE BRITISH IN THE BATTLE OF LAKE ERIE. THE CELEBRATION CONCLUDED IN SEPTEMBER 2013. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $712,322 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERKI FERATI | PersonNm |
| Phone | 8144598000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3207 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOYCE A SAVOCCHIO | ||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE RAIMY | ||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM GARVEY PHD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES M CARYL | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV CHARLES BROCK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID CHRZANOWSKI | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GAMBILL | ||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | ||
| BAHER GHOSHEH | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HAGAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KOZAK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI LEONARD LIFSHEN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN LILLY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH LYNCH PHD | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DALE MCBRIER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PIERRE MCCORMICK | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| CHRISTOPHER MILLER | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| DORIS PINSKI | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| CHRISTINE RIEHL | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| DENISE ROBINSON | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| ATTY WILLIAM SENNETT | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| ATTY GREGORY SESLER | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| TIMOTHY SPAEDER | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| JEFFREY SZUMIGALE | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| JANE THEUERKAUF | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| MICHELE ZIEZIULA | ||||||
| DIRECTOR | 0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $74,600 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $14,092 | GovernmentGrantsAmt |
| All Other Contributions | $491,891 | AllOtherContributionsAmt |
| Total Contributions | $505,983 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Class tuitions | 611600 | $24,620 |
| Program Refund | 611600 | $28,471 |
| Historical tours | 611600 | $22,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,191 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,834 | TotalRevenueColumnAmt |
| Exclusion | $17,834 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,121 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,121 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $623,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,312 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $17,834 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,600 | TotalAmt |
| Program Services | $44,760 | ProgramServicesAmt |
| Management And General | $22,380 | ManagementAndGeneralAmt |
| Fundraising | $7,460 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,794 | TotalAmt |
| Program Services | $108,540 | ProgramServicesAmt |
| Management And General | $12,254 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,367 | TotalAmt |
| Program Services | $9,426 | ProgramServicesAmt |
| Management And General | $2,260 | ManagementAndGeneralAmt |
| Fundraising | $681 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,961 | TotalAmt |
| Program Services | $12,542 | ProgramServicesAmt |
| Management And General | $2,813 | ManagementAndGeneralAmt |
| Fundraising | $606 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,659 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,659 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,018 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,018 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,825 | TotalAmt |
| Program Services | $36,642 | ProgramServicesAmt |
| Management And General | $1,183 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,220 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,220 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,089 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,089 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,254 | TotalAmt |
| Program Services | $42,179 | ProgramServicesAmt |
| Management And General | $4,717 | ManagementAndGeneralAmt |
| Fundraising | $2,358 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,320 | TotalAmt |
| Program Services | $15,973 | ProgramServicesAmt |
| Management And General | $9,347 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,641 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,364 | TotalAmt |
| Program Services | $18,694 | ProgramServicesAmt |
| Management And General | $2,136 | ManagementAndGeneralAmt |
| Fundraising | $534 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,199 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,199 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Global Summit | $171,987 | $171,987 | $0 | $0 |
| Programs | $144,661 | $144,661 | $0 | $0 |
| Publications | $31,858 | $31,858 | $0 | $0 |
| Instructor fees | $20,882 | $20,882 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,972 | TotalAmt |
| Program Services | $54,178 | ProgramServicesAmt |
| Management And General | $26,520 | ManagementAndGeneralAmt |
| Fundraising | $274 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,671 | TotalAmt |
| Program Services | $712,322 | ProgramServicesAmt |
| Management And General | $118,436 | ManagementAndGeneralAmt |
| Fundraising | $11,913 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,508 | BOYAmt |
| EOY | $3,465 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,540 | BOYAmt |
| EOY | $245,841 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,000 | BOYAmt |
| EOY | $2,350,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,286 | BOYAmt |
| EOY | $46,698 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,299 | BOYAmt |
| EOY | $33,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,479,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,067 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,838 | BOYAmt |
| EOY | $1,410,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,504 | BOYAmt |
| EOY | $409,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,292,975 | BOYAmt |
| EOY | $4,499,903 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,118 | BOYAmt |
| EOY | $48,957 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $68,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,000 | BOYAmt |
| EOY | $710,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $310,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,118 | BOYAmt |
| EOY | $1,136,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,482,353 | BOYAmt |
| EOY | $2,312,946 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,504 | BOYAmt |
| EOY | $800,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,531,857 | BOYAmt |
| EOY | $3,362,946 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,292,975 | BOYAmt |
| EOY | $4,499,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$219,542 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,631 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $15,000 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $253,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $307,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $739,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,185,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $505,983 | CurrentTaxYearAmt |
| Total | $2,990,992 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,191 | CurrentTaxYearAmt |
| Total | $301,880 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $362,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $784,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,263,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $581,174 | CurrentTaxYearAmt |
| Total | $3,292,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,292,872 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $17,834 | CurrentTaxYearAmt |
| Total | $17,834 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $17,834 | CurrentTaxYearAmt |
| Total | $17,834 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,310,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99460 | PublicSupportCY509Pct |
| Investment Income CY | 0.00540 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $399,504 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,018 | AdministrativeExpensesAmt |
| End Year Balance | $409,951 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$496 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $399,504 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $760,561 | OtherCostOrOtherBasisAmt |
| Book Value | $760,561 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $652,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,406 | DepreciationAmt |
| Book Value | $635,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,661 | DepreciationAmt |
| Book Value | $13,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,410,025 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $673,760 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $35,631 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $50,631 | RevenueNotReportedAmt |
| Revenue Subtotal | $623,129 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $623,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $842,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $842,671 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $842,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt V Line 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE HELD FOR INVESTMENT. THE INCOME FROM THE ENDOWMENT IS TO BE USED FOR OPERATIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE FORM 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR AND |
| Pt VI, Line 11b | THE FINANCE COMMITTEE |
| Pt VI, Line 12c | AT THE FIRST MEETING OF EACH YEAR, THE MEMBERS OF THE BOARD |
| Pt VI, Line 12c | OF DIRECTORS, COMMITTEES AND KEY EMPLOYEES ARE REQUIRED |
| Pt VI, Line 12c | TO SUBMIT A STATEMENT LISTING POTENTIAL CONFLICTS |
| Pt VI, Line 15a | JOB PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY |
| Pt VI, Line 15a | BY THE EXECUTIVE COMMITTEE |
| Pt VI, Line 15b | JOB PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY |
| Pt VI, Line 15b | BY THE EXECUTIVE COMMITTEE |
| Pt VI, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND |
| Pt VI, Line 19 | FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, Line 24f | BANK SERVICE CHARGE 6174. 52. 6122. 0. BREAK ROOM SUPPLIES 3225. 3225. 0. 0. INTERNSHIPS 11975. 11875. 100. 0. COPIER LEASE 5587. 0. 5587. 0. MEMBERSHIP 924. 0. 924. 0. POSTAGE 9290. 9290. 0. 0. PRINTING 17900. 15342. 2558. 0. FURNITURE & EQUIPMENT 2172. 0. 2172. 0. POS EQUIPMENT 3750. 0. 3750. 0. SPONSORSHIPS 5528. 5528. 0. 0. TELEPHONE 5467. 4646. 547. 274. MISCELLANEOUS 8980. 4220. 4760. 0. |
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