ADOPT-A-CLASSROOM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ADOPT-A-CLASSROOM INC (EIN 65-0828272)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201403189349303940
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T11:44:23-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341873282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 9TH STREET SUITE 1000 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650828272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADOPT-A-CLASSROOM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADOP | BusinessNameControlTxt |
| Phone | 8774447666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH 5TH STREET 10TH FLOOR | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN PIFER | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 8774447666 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE THIEL | PreparerPersonNm |
| PTIN | P00526510 | PTIN |
| Phone | 6123397811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN PIFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH 5TH STREET 10TH FLOOR | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,285,802 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADOPTACLASSROOM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | WE GIVE TEACHERS A HAND BY PROVIDING NEEDED CLASSROOM SUPPLIES TO SUPPORT STUDENT SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,758,358 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,255,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,061 | PYOtherRevenueAmt |
| CY Other Revenue | $5,061 | CYOtherRevenueAmt |
| PY Total Revenue | $2,766,940 | PYTotalRevenueAmt |
| CY Total Revenue | $4,285,802 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,772,042 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,223,842 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $519,015 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $478,460 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $286,053 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $480,139 | PYOtherExpensesAmt |
| CY Other Expenses | $608,286 | CYOtherExpensesAmt |
| PY Total Expenses | $2,771,196 | PYTotalExpensesAmt |
| CY Total Expenses | $3,310,588 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,256 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $975,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,743,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,589,835 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,524,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,572,196 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ADOPT-A-CLASSROOM INCREASES OPPORTUNITY FOR STUDENT SUCCESS BY EMPOWERING TEACHERS WITH COMMUNITY PARTNERS AND FUNDS TO PURCHASE RESOURCES FOR THE CLASSROOM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,846,369 | ExpenseAmt |
| Grant | $2,223,842 | GrantAmt |
| Desc | IN FISCAL 2014, ADOPTACLASSROOM REACHED MORE TEACHERS, AND MORE STUDENTS, WITH LARGER DONATIONS THAN EVER BEFORE IN ITS 16 YEAR HISTORY. TOTAL DONATIONS OF CLASSROOM SUPPLIES INCREASED BY 25% TO $2.2MM, AND REACHED 12,230 CLASSROOMS ACROSS THE COUNTRY, IMPACTING THE LEARNING ENVIRONMENT FOR APPROXIMATELY 300,000 STUDENTS. A SUBSTANTIAL INCREASE IN CORPORATE SPONSOR DONATIONS IN FISCAL 2014 MADE IT POSSIBLE FOR US TO AWARD LARGER TOTAL FUNDING ($400 AND MORE) TO 2,684 TEACHERS IN FISCAL 2014, MORE THAN DOUBLE THE NUMBER OF TEACHERS WHO RECEIVED THIS LEVEL OF FUNDING IN THE PRIOR YEAR. THE ORGANIZATION INVESTED IN SIGNIFICANT IMPROVEMENTS TO ITS WEBSITE DURING THE YEAR TO IMPROVE THE USER EXPERIENCE FOR TEACHERS AND DONORS, AND TO SUPPORT FUTURE GROWTH. | Desc |
| Total Program Service Expenses | $2,846,369 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN PIFER | PersonNm |
| Phone | 8774447666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH 5TH STREET 10TH FLOOR | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SARA WEISENTHAL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PANSKY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE KRUEGER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN OXENDINE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MAX HOLTZMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE LEYRER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MELISSA RUBIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH C YOUNG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| AMI ANDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARJORIE KEAN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEN POWELL | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOUG LEVINE | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOUG SPONG | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES ROSENBERG | ||||||
| PRESIDENT AND FOUNDER | 30.00 | $155,266 | $0 | $11,234 | Yes (X) | |
| ROBERT THACKER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $125,000 | $0 | $1,679 | Yes (X) | |
| ANN PIFER | ||||||
| COO | 40.00 | $26,125 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $306,391 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,913 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,255,954 | AllOtherContributionsAmt |
| Noncash Contributions | $5,000 | NoncashContributionsAmt |
| Total Contributions | $4,255,954 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,787 | TotalRevenueColumnAmt |
| Exclusion | $24,787 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT INC DISQ PERSON LO | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,061 | TotalRevenueColumnAmt |
| Exclusion | $5,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,061 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,285,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,848 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,842 | TotalAmt |
| Program Services | $2,223,842 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,860 | TotalAmt |
| Program Services | $137,174 | ProgramServicesAmt |
| Management And General | $62,863 | ManagementAndGeneralAmt |
| Fundraising | $121,823 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,772 | TotalAmt |
| Program Services | $70,616 | ProgramServicesAmt |
| Management And General | $17,859 | ManagementAndGeneralAmt |
| Fundraising | $22,297 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,473 | TotalAmt |
| Program Services | $8,584 | ProgramServicesAmt |
| Management And General | $5,578 | ManagementAndGeneralAmt |
| Fundraising | $1,311 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,355 | TotalAmt |
| Program Services | $14,600 | ProgramServicesAmt |
| Management And General | $6,101 | ManagementAndGeneralAmt |
| Fundraising | $9,654 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103 | TotalAmt |
| Program Services | $441 | ProgramServicesAmt |
| Management And General | $331 | ManagementAndGeneralAmt |
| Fundraising | $331 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,725 | TotalAmt |
| Program Services | $38,863 | ProgramServicesAmt |
| Management And General | $38,862 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,742 | TotalAmt |
| Program Services | $188,376 | ProgramServicesAmt |
| Management And General | $5,708 | ManagementAndGeneralAmt |
| Fundraising | $101,658 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,820 | TotalAmt |
| Program Services | $10,774 | ProgramServicesAmt |
| Management And General | $4,025 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,445 | TotalAmt |
| Program Services | $75,445 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,386 | TotalAmt |
| Program Services | $5,032 | ProgramServicesAmt |
| Management And General | $3,354 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,816 | TotalAmt |
| Management And General | $27,908 | ManagementAndGeneralAmt |
| Fundraising | $27,908 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,426 | TotalAmt |
| Program Services | $3,256 | ProgramServicesAmt |
| Management And General | $2,170 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,180 | TotalAmt |
| Program Services | $2,508 | ProgramServicesAmt |
| Management And General | $1,672 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEVELOPMENT | $66,308 | $66,308 | ||
| MISCELLANEOUS | $3,335 | $550 | $1,735 | $1,050 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,310,588 | TotalAmt |
| Program Services | $2,846,369 | ProgramServicesAmt |
| Management And General | $178,166 | ManagementAndGeneralAmt |
| Fundraising | $286,053 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,885 | BOYAmt |
| EOY | $2,239,305 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,837 | BOYAmt |
| EOY | $509,324 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,001 | BOYAmt |
| EOY | $185,062 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,604 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,128 | BOYAmt |
| EOY | $135,654 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,167 | BOYAmt |
| EOY | $520,165 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,743,018 | BOYAmt |
| EOY | $3,589,835 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,025 | BOYAmt |
| EOY | $17,639 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,025 | BOYAmt |
| EOY | $17,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,929 | BOYAmt |
| EOY | $1,084,339 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,887 | BOYAmt |
| EOY | $1,967,692 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,177 | BOYAmt |
| EOY | $520,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,993 | BOYAmt |
| EOY | $3,572,196 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,743,018 | BOYAmt |
| EOY | $3,589,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $975,214 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,988 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,225,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,630,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,550,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,758,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,255,954 | CurrentTaxYearAmt |
| Total | $14,421,063 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,225,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,630,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,550,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,758,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,255,954 | CurrentTaxYearAmt |
| Total | $14,421,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,910,166 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,510,897 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,787 | CurrentTaxYearAmt |
| Total | $43,424 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,061 | CurrentTaxYearAmt |
| Total | $10,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,474,609 | TotalSupportAmt |
| Public Support CY170 | 0.72620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $448,177 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,988 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $520,165 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $436,559 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,618 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $448,177 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $430,328 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,231 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $436,559 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $382,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,425 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $430,328 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,285 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,618 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $382,903 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,604 | DepreciationAmt |
| Book Value | $135,654 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,654 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN A PERPETUAL TRUST | Desc |
| Book Value | $520,165 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $520,165 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,393,790 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $71,988 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $107,988 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,285,802 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,285,802 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,346,588 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $36,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,310,588 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,310,588 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A PERPETUAL TRUST WITH THE ASSETS HELD BY A THIRD PARTY. THESE ASSETS ARE CONSIDERED A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE ORGANIZATION HAS NO CONTROL OVER THE INVESTMENT OF THE FUNDS. DISTRIBUTIONS ARE MADE TO THE ORGANIZATION OF NO LESS THAN 5% OF THE FAIR VALUE OF THE FUND AS MEASURED BY A 12 QUARTER ROLLING AVERAGE OF THE FAIR VALUE OF THE FUND. DISTRIBUTIONS FROM THE FUND CAN BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF THE TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FUNDS FOR THE PURCHASE OF EDUCATIONAL MATERIALS, CHILDREN'S BOOKS AND OFFICE SUPPLIES. | GrantTypeTxt |
| Recipient | 12230 | RecipientCnt |
| Cash Grant | $2,223,842 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GOODS PURCHASED CAN ONLY BE SHIPPED TO THE TEACHER'S SCHOOL, NOT TO A HOME ADDRESS. THE ORGANIZATION USES THE NATIONAL CENTER FOR EDUCATIONS STATISTICS TO VERIFY SCHOOL INFORMATION TO ENSURE THAT THE SCHOOL IS AN ACCREDITED EDUCATIONAL INSTITUTION, AND THAT THE MAILING ADDRESS LISTED IN THE TEACHER'S REGISTRATION INFORMATION MATCHES THE ADDRESS LISTED IN THE NCES DATABASE. FOR PRIVATE SCHOOLS OR THOSE UNLISTED BY NCES, WE CALL/EMAIL THE SCHOOL TO CONFIRM USING INFORMATION FOUND ON THE SCHOOL WEBSITE OR PROVIDED BY THE TEACHER. ORDERS ARE NOT ALLOWED TO BE PROCESSED UNTIL THE SCHOOL AND MAILING ADDRESS HAVE BEEN VERIFIED. TEACHERS GENERALLY CHOOSE WHAT TO SPEND THEIR DONATED FUNDS ON FROM VENDORS ON THE ORGANIZATION'S WEBSITE. THOSE VENDORS ARE ONLY EDUCATIONAL MATERIAL SUPPLIERS, CHILDREN'S BOOK PUBLISHERS, AND OFFICE SUPPLY VENDORS. IF TEACHERS WANT TO SPEND THEIR FUNDS ON SOMETHING NOT AVAILABLE ON OUR SITE, THEY CAN SUBMIT A REQUEST FOR AN "OUT OF NETWORK PURCHASE". THOSE ARE REVIEWED FIRST BY A STAFF PERSON - IF ANYTHING LOOKS OUT OF THE ORDINARY OR INAPPROPRIATE, THE STAFF PERSON CONTACTS THE TEACHER TO ASK ABOUT WHY THE ITEM IS BEING REQUESTED AND WHAT IT WILL BE USED FOR. THE CHIEF OPERATING OFFICER THEN REVIEWS AND PERSONALLY APPROVES EVERY PAYMENT FOR OUT-OF-NETWORK PURCHASES. THIS ENSURES THAT ONLY ITEMS APPROPRIATE FOR EDUCATIONAL PURPOSES ARE BEING PURCHASED WITH DONATED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ROSENBERG | PersonNm |
| Title | PRESIDENT AND FOUNDER | TitleTxt |
| Base Compensation Filing Org | $123,266 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $32,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,234 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $166,500 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLEO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, PRESIDENT AND FOUNDER | RelationshipWithOrgTxt |
| Loan Purpose | SALE OF INTELLECTUAL PROPERTY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $168,700 | OriginalPrincipalAmt |
| Balance Due | $185,062 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $185,062 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLEO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, PRESIDENT AND FOUNDER | RelationshipDescriptionTxt |
| Transaction | $200,804 | TransactionAmt |
| Transaction | LICENSING FEES, ADMINISTRATIVE SERVICES, AND VENDOR SERVICES, AND MERCHANDISE PURCHASES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS LIMITED AUTHORITY TO ACT BETWEEN FULL BOARD MEETINGS, AND MUST REPORT ANY SUCH ACTIONS TO THE FULL BOARD. NO BROAD DELEGATION OF AUTHORITY EXISTS. |
| FORM 990, PART VI, SECTION A, LINE 4 | PRIOR COMMITTEE STRUCTURE: AUDIT & FINANCIAL OVERSIGHT COMMITTEE FUNDRAISING COMMITTEE PROGRAM COMMITTEE EVENTS & PUBLICATIONS COMMITTEE ADVISORY COUNCIL NONE OF THESE COMMITTEES WERE ACTIVE. NEW COMMITTEE STRUCTURE: EXECUTIVE COMMITTEE FINANCE COMMITTEE AUDIT COMMITTEE COMPENSATION COMMITTEE NOMINATING AND GOVERNANCE COMMITTEE THESE COMMITTEES ALL HAVE DESIGNATED MEMBERS FROM THE BOARD, AND ARE ACTIVE AT THE PRESENT TIME. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED FIRST BY THE BOARD TREASURER, THEN BY THE CHAIR OF THE BOARD BEFORE IT IS PRESENTED TO THE FULL BOARD FOR REVIEW, DISCUSSION, AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND KEY MANAGEMENT ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. NO SUCH CONFLICTS OF INTEREST WERE FOUND TO EXIST IN THE MOST RECENT FISCAL YEAR. COO FOLLOWS UP DIRECTLY WITH ANY BOARD MEMBERS WHO FAIL TO SUBMIT THEIR FORM TO ENSURE COMPLIANCE. ADOPT-A-CLASSROOM ASKS EACH EMPLOYEE AND BOARD MEMBER WHETHER HE HAS AN ACTUAL OR POSSIBLE CONFLICT AND TO DESCRIBE ANY RELATIONSHIPS, TRANSACTIONS, OR OTHER CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT OF INTEREST. IF AN ACTUAL OR POSSIBLE CONFLICT ARISES, ADOPT-A-CLASSROOM REFERS SUCH MATTERS TO ITS OUTSIDE LEGAL COUNSEL FOR DETERMINATION, AND RELIES ON LEGAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS, AND WHAT RESTRICTIONS MAY APPLY TO THE RELATED PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | SUBSEQUENT TO YEAR END THE ORGANIZATION HAS NOW ADOPTED PROCEDURES WHICH COMPLY WITH THE IRS REBUTTABLE PRESUMPTION PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOW IMPLEMENTED AN AUDIT COMMITTEE AND A FINANCE COMMITTEE WHO WILL ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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