HARFORD COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HARFORD COUNTY EDUCATION FOUNDATION INC (EIN 20-2060496)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-09-03
IRS object ID
201402469349200400
Schema version
2013v3.0
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)
Return2014-09-03T07:43:30-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261575062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALSAMO STEWART LUTTERS & RUTH PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1508 ROCK SPRING ROADAddressLine1
CityBEL AIRCity
StateMDState
ZIP Code21014ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202060496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER EXCELLENCE IN EDUCATION FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone4105699789PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13809 HEBRON TERRACEAddressLine1
CityABINGDONCity
StateMDState
ZIP Code21009ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORA MERLOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105699789PhoneNum
Signature2014-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL C BALSAMO CPAPreparerPersonNm
PTINP00062290PTIN
Phone4108383535PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.GEEFINC.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$81,885GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$56,232ContributionsGiftsGrantsEtcAmt
Investment Income$47InvestmentIncomeAmt
Fundraising Gross Income$25,606FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,558SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$9,048SpecialEventsNetIncomeLossAmt
Total Revenue$65,327TotalRevenueAmt
Grants And Similar Amounts Paid$10,699GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$5,000SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,880FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$6,299OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,977PrintingPublicationsPostageAmt
Other Expenses Total$31,764OtherExpensesTotalAmt
Total Expenses$57,619TotalExpensesAmt
Excess Or Deficit For Year$7,708ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$34,112NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$41,820NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$38,096BOYAmt
EOY$46,432EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$487EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,096BOYAmt
EOY$46,919EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,984BOYAmt
EOY$5,099EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$34,112BOYAmt
EOY$41,820EOYAmt
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$21,171
EIGHT COLLEGE SCHOLARSHIPS AWARDED$0$10,699
FieldValueIRS element (for citing)
Total Program Service Expenses$31,870TotalProgramServiceExpensesAmt
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
CHAIR-COMMUNITY MEMBER2.00$0$0$0
LAURIE SLIZEWSKI
VICE CHAIR FINANCE2.00$0$0$0
WAYNE PERRY
MEMBER AT LARGE1.00$0$0$0
LISA SUNDQUIST
MEMBER AT LARGE1.00$0$0$0
TERRY TROY
PAST CHAIR1.00$0$0$0
JESSE BANE
DIRECTOR1.00$0$0$0
MARY KAY FISHBAUGH
DIRECTOR1.00$0$0$0
ALYSSON KRCHNVY
DIRECTOR1.00$0$0$0
CATHY PONIATOWSKI
DIRECTOR1.00$0$0$0
LARISSA SANTOS
DIRECTOR1.00$0$0$0
DION GUTHRIE
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 MERLOCKBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line13809 HEBRON TERRACEAddressLine1
CityABINGDONCity
StateMDState
ZIP Code21009ZIPCode
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$23,954CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,644CurrentTaxYearMinus1YearAmt
Current Tax Year$50,332CurrentTaxYearAmt
Total$255,558TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,801CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,134CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,165CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,795CurrentTaxYearMinus1YearAmt
Current Tax Year$25,606CurrentTaxYearAmt
Total$102,501TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,405CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,522CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,439CurrentTaxYearMinus1YearAmt
Current Tax Year$75,938CurrentTaxYearAmt
Total$358,059TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,200CurrentTaxYearMinus1YearAmt
Current Tax Year$4,690CurrentTaxYearAmt
Total$14,715TotalAmt

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$1,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,200CurrentTaxYearMinus1YearAmt
Current Tax Year$4,690CurrentTaxYearAmt
Total$14,715TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$343,344PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$47CurrentTaxYearAmt
Total$154TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$47CurrentTaxYearAmt
Total$154TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,438CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,557CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,452CurrentTaxYearMinus1YearAmt
Current Tax Year$75,985CurrentTaxYearAmt
Total$358,213TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95850PublicSupportCY509Pct
Public Support PY5090.96520PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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: 47.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: AJA MILES. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/25/13. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SARAH MAHMOUD. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATHLEEN PAGARIGAN. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/19/13. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATHRYN HENDERSON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/18/13. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BRITTANY BROOKS. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/20/13. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ERIC GLOVER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/24/13. AMOUNT GIVEN: 1,412.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JARON DARDEN. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/04/14. AMOUNT GIVEN: 787. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,699.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BOARD EXPENSES. AMOUNT: 141. DESCRIPTION: SUPPLIES & MISCELLANEOUS. AMOUNT: 1,946. DESCRIPTION: ADVERTISING & WEBSITE. AMOUNT: 4,405. DESCRIPTION: INSURANCE. AMOUNT: 810. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 470. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 21,173. DESCRIPTION: PAYROLL TAXES. AMOUNT: 765. DESCRIPTION: DATA PLAN. AMOUNT: 30. DESCRIPTION: SOFTWARE. AMOUNT: 189. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 801. DESCRIPTION: CONFERENCES AND TRAINING WORKSHOPS. AMOUNT: 1,034. TOTAL TO FORM 990-EZ, LINE 16: 31,764.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 487.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO EHS ACADEMY OF FINANCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,025. DESCRIPTION: DUE TO EHS INTL BACCALAUREATE. BEG. OF YEAR AMOUNT: 2,902. END OF YEAR AMOUNT: 2,560. DESCRIPTION: DUE TO MEZZANOTTE SCHOLARSHIP FUND. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,514. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 1,082. END OF YEAR AMOUNT: 0.

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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