EDISON PARK SCHOOL FOUNDATION INC: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
EDISON PARK SCHOOL FOUNDATION INC (EIN 65-0471335)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-01-26
IRS object ID
201400269349200150
Schema version
2012v2.1
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)
Timestamp2014-01-26T19:08:21-06:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN650448406EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCHALE CARUSO SCULLION & KNOXBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18191 COLLEGE PARKWAY SUITE 302AddressLine1
CityFORT MYERSCity
StateFLState
ZIP Code33919ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650471335EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EDISON PARK SCHOOL FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEDISNameControl
Phone2393346232Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 EUCLID AVENUEAddressLine1
CityFORT MYERSCity
StateFLState
ZIP Code33901ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLOTTE RAFFERTYName
TitlePRESIDENTTitle
Phone2393346232Phone
Date Signed2014-01-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHARLES H KNOXName
PTINP00749898PTIN
Phone2394817400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts69917GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc2380ContributionsGiftsGrantsEtc
Investment Income3281InvestmentIncome
Gross Amount From Sale Of Assets64256GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses52775CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets11481GainOrLossFromSaleOfAssets
Total Revenue17142TotalRevenue
Grants And Similar Amounts Paid14555GrantsAndSimilarAmountsPaid
Other Expenses Total1779OtherExpensesTotal
Total Expenses16334TotalExpenses
Excess Or Deficit For Year808ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY158520NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY159328NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY14508BOY
EOY948EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY144012BOY
EOY158380EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY158520BOY
EOY159328EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY158520BOY
EOY159328EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeACADEMIC ENHANCEMENT THROUGH SCHOOL PROGRAMSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
STUDENTS AT EDISON PARK CEA SCHOOL BENEFITED FROM THE ACADEMIC ENHANCEMENT PROVIDED BY AN IMPROVED AND UPDATED SOUND SYSTEM TO BE USED TO IN ALL OF THE ARTS AREAS AT THE SCHOOL.54605460
STUDENTS AND STAFF WERE PROVIDED THE OPPORTUNITY TO ATTEND THE NATIONAL EDUCATION GALA IN WASHINGTON D.C. AS REPRESENTATIVES OF THE LEE COUNTY SCHOOL DISTRICT.40954095
FIVE GRADUATING SENIORS WERE PROVIDED WITH $1,000 SCHOLARSHIPS TO HELP WITH THEIR COLLEGE EDUCATION EXPENSES.50005000
FieldValueIRS element (for citing)
Total Program Service Expenses14555TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CHARLOTTE RAFFERTY
PRESIDENT2.00000
BRUCE D GREEN
SECRETARY2.00000
TODD A CARUSO
TREASURER2.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonBARBARA GILLNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12401 EUCLID AVENUEAddressLine1
CityFORT MYERSCity
StateFLState
ZIP Code33901ZIPCode
FieldValueIRS element (for citing)
Telephone Number2393346232TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10521CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7220CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year2650CurrentTaxYearMinus1Year
Current Tax Year2380CurrentTaxYear
Total22771Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1330CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years41595CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16854CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year22472CurrentTaxYearMinus1Year
Total82251Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11851CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years48815CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16854CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year25122CurrentTaxYearMinus1Year
Current Tax Year2380CurrentTaxYear
Total105022Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509105022PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3099CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2812CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4036CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4634CurrentTaxYearMinus1Year
Current Tax Year14762CurrentTaxYear
Total29343Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3099CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2812CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4036CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4634CurrentTaxYearMinus1Year
Current Tax Year14762CurrentTaxYear
Total29343Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14950CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51627CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years20890CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29756CurrentTaxYearMinus1Year
Current Tax Year17142CurrentTaxYear
Total134365Total
FieldValueIRS element (for citing)
Public Support Percentage5090.78160PublicSupportPercentage509
Prior Year Support Percentage0.89470PriorYearSupportPercentage
Investment Income Percentage0.21840InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.10530PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref Fundraising0AgreementRefFundraising

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST INCOME 1.. DIVIDEND INCOME 3,280.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,281.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: JULIANA TOYLOY-STANTON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/10/13. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: CHAYANA BURNSIDE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/10/13. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: ANNA HOSNER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/10/13. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: SAMANTHA SCHWARTZ. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/10/13. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: SAMUEL MARSHALL. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOOL AUDITORIUM SOUND SYSTEM. GRANTEE NAME: EDISON PARK CEA SCHOOL. GRANTEE ADDRESS: 2401 EUCLID AVENUE FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,460.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL TRIP TO WASHINGTON DC. GRANTEE NAME: FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS. GRANTEE ADDRESS: 2266 SECOND STREET FORT MYERS, FL 33901. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 4,095. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,555.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: LICENSES & FEES. AMOUNT: 61. DESCRIPTION: AWARDS & RECOGNITION EXPENSE. AMOUNT: 1,250. DESCRIPTION: EDUCATIONAL CONFERENCE. AMOUNT: 468. TOTAL TO FORM 990-EZ, LINE 16: 1,779.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 144,012. END OF YEAR AMOUNT: 158,380.

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.Declaration

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