HARFORD COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HARFORD COUNTY EDUCATION FOUNDATION INC (EIN 20-2060496)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-08-24
IRS object ID
201512369349200506
Schema version
2014v5.0
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)
Return2015-08-24T09:01:31-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261575062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALSAMO STEWART LUTTERS & RUTH PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1508 ROCK SPRING ROADAddressLine1Txt
CityBEL AIRCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202060496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER EXCELLENCE IN EDUCATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone4105699789PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13809 HEBRON TERRACEAddressLine1Txt
CityABINGDONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORA MERLOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105699789PhoneNum
Signature2015-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL C BALSAMO CPAPreparerPersonNm
PTINP00062290PTIN
Phone4108383535PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.GEEFINC.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$89,967GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$57,510ContributionsGiftsGrantsEtcAmt
Investment Income$22InvestmentIncomeAmt
Fundraising Gross Income$32,435FundraisingGrossIncomeAmt
Special Events Direct Expenses$17,722SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,713SpecialEventsNetIncomeLossAmt
Total Revenue$72,245TotalRevenueAmt
Grants And Similar Amounts Paid$12,191GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,070SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,200FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,986OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,542PrintingPublicationsPostageAmt
Other Expenses Total$36,972OtherExpensesTotalAmt
Total Expenses$64,961TotalExpensesAmt
Excess Or Deficit For Year$7,284ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$41,820NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$49,104NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$46,432BOYAmt
EOY$54,478EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$487BOYAmt
EOY$487EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,919BOYAmt
EOY$54,965EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,099BOYAmt
EOY$5,861EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$41,820BOYAmt
EOY$49,104EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO RAISE PUBLIC AWARENESS, PRIDE AND SUPPORT FOR QUALITY EDUCATION AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR AREA SCHOOLS AND STUDENTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SUMMER YOUTH LEADERSHIP ACADEMY - STUDENTS ATTENDED COLLEGE PATHWAYS PROGRAM, LEADERSHIP RETREATS AND NEW BOOKS WERE GIVEN TO STUDENTS TO SUPPORT READING$0$23,307
SEVEN COLLEGE SCHOLARSHIPS AWARDED$0$12,191
FieldValueIRS element (for citing)
Total Program Service Expenses$35,498TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORA MERLOCK
PRESIDENT35.00$5,000$0$0
MARK WOLKOW
CHAIR2.00$0$0$0
LAURIE SLIZEWSKI
VICE CHAIR - FINANCE2.00$0$0$0
WAYNE PERRY
DIRECTOR1.00$0$0$0
TERRY TROY
VICE CHAIR - FINANCE1.00$0$0$0
MARY KAY FISHBAUGH
DIRECTOR1.00$0$0$0
PATRICIA SKEBECK
DIRECTOR1.00$0$0$0
DOUG EDER
DIRECTOR1.00$0$0$0
WARREN HAMILTON
CHAIR ELECT1.00$0$0$0
CYNTHIA HERGENHAHN
DIRECTOR1.00$0$0$0
ROB SARGEANT
DIRECTOR1.00$0$0$0
JANET GOMES
DIRECTOR1.00$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 FldMDStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORA MERLOCKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13809 HEBRON TERRACEAddressLine1Txt
CityABINGDONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21009ZIPCd
FieldValueIRS element (for citing)
Phone4105699789PhoneNum
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$51,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,232CurrentTaxYearMinus1YearAmt
Current Tax Year$57,510CurrentTaxYearAmt
Total$295,014TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,165CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,606CurrentTaxYearMinus1YearAmt
Current Tax Year$32,435CurrentTaxYearAmt
Total$109,135TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,405CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,522CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,439CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,838CurrentTaxYearMinus1YearAmt
Current Tax Year$89,945CurrentTaxYearAmt
Total$404,149TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,690CurrentTaxYearMinus1YearAmt
Current Tax Year$6,950CurrentTaxYearAmt
Total$19,940TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,690CurrentTaxYearMinus1YearAmt
Current Tax Year$6,950CurrentTaxYearAmt
Total$19,940TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$384,209PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47CurrentTaxYearMinus1YearAmt
Current Tax Year$22CurrentTaxYearAmt
Total$150TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47CurrentTaxYearMinus1YearAmt
Current Tax Year$22CurrentTaxYearAmt
Total$150TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,557CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,885CurrentTaxYearMinus1YearAmt
Current Tax Year$89,967CurrentTaxYearAmt
Total$404,299TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95030PublicSupportCY509Pct
Public Support PY5090.95850PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 22.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CHRISTINA HEINLEIN. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EMILY ARNOLD. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ERIN PROPHETER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JARON DARDEN. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 191.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATHERINE STUEMPFLE. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MEGAN PONIATOWSKI. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: NIGEL HAMMETT. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,191.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BOARD EXPENSES. AMOUNT: 324. DESCRIPTION: SUPPLIES & MISCELLANEOUS. AMOUNT: 1,543. DESCRIPTION: ADVERTISING & WEBSITE. AMOUNT: 5,296. DESCRIPTION: INSURANCE. AMOUNT: 2,810. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 815. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 23,307. DESCRIPTION: PAYROLL TAXES. AMOUNT: 464. DESCRIPTION: SOFTWARE. AMOUNT: 232. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 719. DESCRIPTION: CONFERENCES AND TRAINING WORKSHOPS. AMOUNT: 526. DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 75. DESCRIPTION: UTILITIES. AMOUNT: 861. TOTAL TO FORM 990-EZ, LINE 16: 36,972.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 487. END OF YEAR AMOUNT: 487.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO EHS ACADEMY OF FINANCE. BEG. OF YEAR AMOUNT: 1,025. END OF YEAR AMOUNT: 1,870. DESCRIPTION: DUE TO EHS INTL BACCALAUREATE. BEG. OF YEAR AMOUNT: 2,560. END OF YEAR AMOUNT: 3,977. DESCRIPTION: DUE TO MEZZANOTTE SCHOLARSHIP FUND. BEG. OF YEAR AMOUNT: 1,514. END OF YEAR AMOUNT: 14.

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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