EDISON PARK SCHOOL FOUNDATION INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDISON PARK SCHOOL FOUNDATION INC (EIN 65-0471335)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-11-12
- IRS object ID
- 201543169349200224
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T08:32:15-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650448406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCHALE CARUSO SCULLION & KNOX | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8191 COLLEGE PARKWAY SUITE 302 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650471335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDISON PARK SCHOOL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIS | BusinessNameControlTxt |
| Phone | 2393346232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 EUCLID AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE RAFFERTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2393346232 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES H KNOX | PreparerPersonNm |
| PTIN | P00749898 | PTIN |
| Phone | 2394817400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $65,325 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,330 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,356 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $58,639 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $42,999 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $15,640 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $22,326 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $6,055 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $61 | OtherExpensesTotalAmt |
| Total Expenses | $6,116 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,210 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $152,610 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $168,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,896 | BOYAmt |
| EOY | $2,140 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,714 | BOYAmt |
| EOY | $166,680 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,610 | BOYAmt |
| EOY | $168,820 | 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 | $152,610 | BOYAmt |
| EOY | $168,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ACADEMIC ENHANCEMENT THROUGH SCHOOL PROGRAMS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| STUDENTS AND TEACHERS AT EDISON PARK CEA SCHOOL BENEFITED FROM THE ACADEMIC ENHANCEMENT PROVIDED BY SUPPLIES FOR TEACHERS AND PHYSICAL EDUCATION SUPPLIES FOR STUDENTS. | $1,355 | $1,355 |
| VIOLIN STUDENTS AT EDISON PARK CEA SCHOOL WERE PROVIDED WITH BRAND NEW VIOLIN BOWS TO REPLACE WORN OUT ONES WHICH ENHANCED THE MUSIC PROGRAM OFFERED BY THE SCHOOL. | $1,700 | $1,700 |
| THREE GRADUATING SENIORS WERE PROVIDED WITH $1,000 SCHOLARSHIPS TO HELP WITH THEIR COLLEGE EDUCATION EXPENSES. | $3,000 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,055 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CHARLOTTE RAFFERTY | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRUCE D GREEN | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| TODD A CARUSO | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| 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 |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA GILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 EUCLID AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393346232 | 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 |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,330 | CurrentTaxYearAmt |
| Total | $9,404 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,472 | CurrentTaxYearMinus3YearsAmt |
| Total | $39,326 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,330 | CurrentTaxYearAmt |
| Total | $48,730 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $48,730 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,996 | CurrentTaxYearAmt |
| Total | $53,357 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,996 | CurrentTaxYearAmt |
| Total | $53,357 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,326 | CurrentTaxYearAmt |
| Total | $102,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.47730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72470 | PublicSupportPY509Pct |
| Investment Income CY | 0.52270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.27530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 25. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,331. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,356. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: PURCHASE SUPPLIES FOR TEACHERS. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/06/15. AMOUNT GIVEN: 1,068. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: PURCHASE MUSICAL INSTRUMENTS FOR STUDENTS. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/16/14. AMOUNT GIVEN: 1,700. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: PURCHASE PHYSICAL EDUCATION SUPPLIES FOR STUDENTS. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/06/15. AMOUNT GIVEN: 287. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIPS. GRANTEE NAME: 3 COLLEGE STUDENTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/11/15. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,055. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ANNUAL CORPORATE FEE. AMOUNT: 61. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 146,714. END OF YEAR AMOUNT: 166,680. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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