MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY COUNTY INTERMEDIATE UNIT EDUCATION FOUNDATION (EIN 23-2984263)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-19
- IRS object ID
- 201403539349200800
- 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 | 2014-12-19T14:16:32-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231518888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 680 | AddressLine1 |
| City | OAKS | City |
| State | PA | State |
| ZIP Code | 194560680 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232984263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY INTERMEDIATE UNIT | BusinessNameLine1 |
| Business Name Line2 | EDUCATION FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6105398550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 WEST MAIN STREET | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19403 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STAN H WISLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6105398550 | PhoneNum |
| Signature | 2014-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J FURMAN CPA | PreparerPersonNm |
| PTIN | P01267623 | PTIN |
| Phone | 6109351420 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $69,625 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,561 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $42 | InvestmentIncomeAmt |
| Fundraising Gross Income | $50,022 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,479 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $35,543 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $55,146 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $54,870 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $4,130 | OtherExpensesTotalAmt |
| Total Expenses | $59,000 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,854 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $136,398 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $132,544 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,398 | BOYAmt |
| EOY | $132,544 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,398 | BOYAmt |
| EOY | $132,544 | 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 | $136,398 | BOYAmt |
| EOY | $132,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EDUCATION OPPORTUNITIES FOR CHILDREN WITH SPECIAL NEEDS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP | $5,592 | $5,592 |
| 51 POST SECONDARY SCHOLARSHIPS PROVIDED TO STUDENTS WITH SPECIAL NEEDS | $20,000 | $20,000 |
| 108 SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS | $29,278 | $29,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,870 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| GEOFFREY SCHWARZ | ||||
| PRESIDENT | 0.50 | $0 | $0 | $0 |
| DR ETTA LEE NURICK | ||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| WENDY EMERSON | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| VALENTINA VILETTO ESQ | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| DR DENNIS HARKEN | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| STAN WISLER | ||||
| TREASURER | 0.50 | $0 | $0 | $0 |
| DR LOIS ROBINSON | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| MICHAEL RODDEN | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| PHILIP SALKIN ESQ | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| GERARD MCGEEVER | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| JOSEPH CHMIELEWSKI | ||||
| MEMBER | 0.50 | $0 | $0 | $0 |
| DR JERRY W SHIVELEY | ||||
| MEMBER | 0.50 | $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 |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAN H WISLER FOUNDATION TREASURER | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 WEST MAIN STREET | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 194033468 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105398550 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,561 | CurrentTaxYearAmt |
| Total | $160,636 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,561 | CurrentTaxYearAmt |
| Total | $160,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $160,636 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42 | CurrentTaxYearAmt |
| Total | $296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $160,932 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $228,649 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99760 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF CLASSIC | NameOfEvent1Amt |
| Gross Receipts Event1 | $39,956 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,956 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,526 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,033 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,738 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FALL EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $10,066 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,066 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $420 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $673 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $89 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $50,022 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $50,022 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,946 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,706 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,827 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,479 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,543 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 42. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL TRAINING AND TECHNOLOGY PROGRAMS. GRANTEE NAME: MONTGOMERY COUNTY INTERMEDIATE UNIT. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 5,592. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: POST SECONDARY SCHOLARSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 20,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SUMMER CAMPERSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 29,278. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 54,870. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 4,130. |
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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