FOUNDATIONS IN EDUCATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATIONS IN EDUCATION INC (EIN 47-5130557)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-11
- IRS object ID
- 202513459349300031
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-11T10:14:55-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nanavaty Davenport Studley White | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 South Main St Suite 140 | AddressLine1Txt |
| City | Newtown | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475130557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundations in Education Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLY DOHERTY-LEMOINE | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2034161642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Waterview Drive | AddressLine1Txt |
| City | Shelton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paula Summa | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2034161390 | PhoneNum |
| Signature | 2025-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Glenn J Nanavaty | PreparerPersonNm |
| PTIN | P00287986 | PTIN |
| Phone | 2034268500 | PhoneNum |
| Preparation | 2025-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | HOLLY DOHERTY-LEMOINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Waterview Drive | AddressLine1Txt |
| City | Shelton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,717,510 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.foundationsineducation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGHTEN AND TRANSFORM THE MISSION OF CATHOLIC EDUCATION IN THE DIOCESE OF BRIDGEPORT BY PROVIDING TUITION ASSISTANCE, SUPPORTING INNOVATION, AND DEVELOPMENT OF LEADERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,469,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,271,322 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,401,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,966,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$93,257 | PYOtherRevenueAmt |
| CY Other Revenue | $113,346 | CYOtherRevenueAmt |
| PY Total Revenue | $6,777,905 | PYTotalRevenueAmt |
| CY Total Revenue | $17,351,326 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,462,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,942,478 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $455,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $485,524 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $136,984 | PYOtherExpensesAmt |
| CY Other Expenses | $177,144 | CYOtherExpensesAmt |
| PY Total Expenses | $6,054,931 | PYTotalExpensesAmt |
| CY Total Expenses | $6,605,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $722,974 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,746,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,643,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,771,846 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,462,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,074,933 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,181,414 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,696,913 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN AND TRANSFORM THE MISSION OF CATHOLIC EDUCATION IN THE DIOCESE OF BRIDGEPORT BY PROVIDING TUITION ASSISTANCE TO FAMILIES IN NEED, SUPPORTING INNOVATION IN ACADEMIC PROGRAMS, AND FOSTERING OPPORTUNITIES FOR THE PROFESSIONAL DEVELOPMENT OF SCHOOL LEADERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,079,307 | ExpenseAmt |
| Grant | $5,942,478 | GrantAmt |
| Desc | AWARDED NEARLY 1,200 STUDENTS TUITION ASSISTANCE AND 21 TEACHERS INNOVATION AND LEADERSHIP GRANTS. SUPPORTED TRANSFORMATIVE PROJECTS AT A HIGH SCHOOL AND SOME ELEMENTARY SCHOOLS ACROSS THE DIOCESE OF BRIDGEPORT. | Desc |
| Total Program Service Expenses | $6,079,307 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY DOHERTY-LEMOINE | PersonNm |
| Phone | 2034161509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 JEWETT AVENUE | AddressLine1Txt |
| City | Bridgeport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066062845 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Michael Hanlon | |||||||
| Treasurer - Term. 12/1/24 | 1.0 | 50.0 | Yes (X) | Yes (X) | $0 | $256,048 | $12,802 |
| Anne O McCrory | |||||||
| TRUSTEE | 1.0 | 50.0 | Yes (X) | $0 | $245,590 | $12,279 | |
| Holly Doherty-Lemoine | |||||||
| Executive Director | 50.0 | 0.0 | Yes (X) | $190,916 | $0 | $12,043 | |
| Thomas E McInerney | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Julia McNamara | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bernard Reidy | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| David Cappiello | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Joseph Purcell | |||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| George Coleman | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Andrea Maldon | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Sister Mary Grace Walsh | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Leslie Lopez | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Michele Mitola | |||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tim Fitzpatrick | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer St Victor - de Pinho | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Tom McDevitt | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEOFFREY Raker | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Barbara Ripp | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Henry Rondon | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lisa Ferraro Martino | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAULA SUMMA | |||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joseph Rahtelli III | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Allison Reiling | |||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Tom Cassidy | |||||||
| Trustee - Starting 12/1/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| John Corraro | |||||||
| Trustee - Starting 12/1/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kara Klein | |||||||
| Trustee - Starting 12/1/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Joseph Matthews | |||||||
| Trustee - Starting 12/1/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $190,916 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $501,638 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,124 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,959,081 | FundraisingAmt |
| Related Organizations | $683,969 | RelatedOrganizationsAmt |
| All Other Contributions | $11,628,272 | AllOtherContributionsAmt |
| Noncash Contributions | $85,630 | NoncashContributionsAmt |
| Total Contributions | $14,271,322 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,258,088 | TotalRevenueColumnAmt |
| Exclusion | $2,258,088 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,954,284 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,245,714 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $708,570 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $708,570 | TotalRevenueColumnAmt |
| Exclusion | $708,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,895 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,959,081 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $120,470 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,575 | TotalRevenueColumnAmt |
| Exclusion | -$1,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ERC REFUND | $94,897 | $94,897 |
| RETURN OF PRIOR YEAR GRANTS | $20,024 | $20,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,921 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,351,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,921 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,965,083 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,942,478 | TotalAmt |
| Program Services | $5,942,478 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,168 | TotalAmt |
| Program Services | $36,594 | ProgramServicesAmt |
| Management And General | $46,034 | ManagementAndGeneralAmt |
| Fundraising | $112,540 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,595 | TotalAmt |
| Program Services | $65,097 | ProgramServicesAmt |
| Management And General | $88,199 | ManagementAndGeneralAmt |
| Fundraising | $58,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,953 | TotalAmt |
| Program Services | $4,738 | ProgramServicesAmt |
| Management And General | $6,254 | ManagementAndGeneralAmt |
| Fundraising | $7,961 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,304 | TotalAmt |
| Program Services | $7,576 | ProgramServicesAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
| Fundraising | $12,728 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,504 | TotalAmt |
| Program Services | $7,376 | ProgramServicesAmt |
| Management And General | $9,736 | ManagementAndGeneralAmt |
| Fundraising | $12,392 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,792 | TotalAmt |
| Management And General | $48,792 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,473 | TotalAmt |
| Management And General | $22,473 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,600 | TotalAmt |
| Management And General | $14,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,155 | TotalAmt |
| Program Services | $480 | ProgramServicesAmt |
| Management And General | $3,675 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,492 | TotalAmt |
| Management And General | $27,492 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,465 | TotalAmt |
| Fundraising | $14,465 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $9,513 | $9,513 | |
| OTHER EVENTS | $14,968 | $14,968 | |
| PRINTING | $4,392 | $4,392 | |
| PROFESSIONAL DEVELOPMENT | $1,268 | $1,268 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,026 | TotalAmt |
| Fundraising | $15,026 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,605,146 | TotalAmt |
| Program Services | $6,079,307 | ProgramServicesAmt |
| Management And General | $292,428 | ManagementAndGeneralAmt |
| Fundraising | $233,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,915,402 | BOYAmt |
| EOY | $7,991,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,173,577 | BOYAmt |
| EOY | $2,741,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,134 | BOYAmt |
| EOY | $96,645 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,303,951 | BOYAmt |
| EOY | $48,942,243 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,890 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,643,954 | BOYAmt |
| EOY | $59,771,846 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,889 | BOYAmt |
| EOY | $38,472 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,191 | BOYAmt |
| EOY | $316,056 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,334,460 | BOYAmt |
| EOY | $3,720,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,462,540 | BOYAmt |
| EOY | $4,074,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,612,047 | BOYAmt |
| EOY | $7,177,861 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,569,367 | BOYAmt |
| EOY | $48,519,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,181,414 | BOYAmt |
| EOY | $55,696,913 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,643,954 | BOYAmt |
| EOY | $59,771,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,746,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,403,006 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,366,313 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
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 | $5,501,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,134,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,096,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,469,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,271,322 | CurrentTaxYearAmt |
| Total | $41,473,137 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,501,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,134,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,096,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,469,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,271,322 | CurrentTaxYearAmt |
| Total | $41,473,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,285,294 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,187,843 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $705,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,012,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $950,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,472,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,258,088 | CurrentTaxYearAmt |
| Total | $6,399,422 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,872,559 | TotalSupportAmt |
| Public Support CY170 | 0.65148 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59554 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,420,300 | BeginningYearBalanceAmt |
| Contributions | $9,883,720 | ContributionsAmt |
| Investment Earnings Or Losses | $4,738,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,325,423 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,717,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,949,781 | BeginningYearBalanceAmt |
| Contributions | $5,800,228 | ContributionsAmt |
| Investment Earnings Or Losses | $3,359,122 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $688,831 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,420,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,585,918 | BeginningYearBalanceAmt |
| Contributions | $1,883,208 | ContributionsAmt |
| Investment Earnings Or Losses | $2,073,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $593,264 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,949,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,807,872 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,173,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $548,772 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,585,918 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,912,819 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,261,519 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,366,466 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,807,872 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97500 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIPS PAYABLE | Desc |
| Amt | $3,720,405 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,720,405 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,705,540 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,403,006 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,403,006 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,302,534 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,792 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,792 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,351,326 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,556,354 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,556,354 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,792 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,792 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,605,146 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECOGNIZES THE BENEFITS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE INTERNAL REVENUE SERVICE. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PRIOR TO 2021. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $2,077,976 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,959,081 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,895 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $120,470 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $2,077,976 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,959,081 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,895 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $120,470 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $120,470 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,575 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|
| Immaculate High School Inc | ||
| 061353635 | $206,001 | Grants |
| Kolbe Cathedral High School Inc | ||
| 061560971 | $1,045,459 | Scholarships |
| Notre Dame Catholic High School Inc | ||
| 061083785 | $57,939 | Grants |
| St Joseph's High School Inc | ||
| 061560973 | $162,024 | Scholarships |
| All Saints Catholic School LLC | ||
| 371762513 | $264,590 | Scholarships/Grants |
| Catholic Academies of Bridgeport | ||
| 473496968 | $467,499 | Scholarships |
| St Catherine of Siena School LLC | ||
| 371762507 | $76,018 | Scholarships/Grants |
| Greenwich Catholic Elementary School LLC | ||
| 472453146 | $62,766 | Scholarships/Grants |
| St Gregory the Great School LLC | ||
| 320445975 | $70,900 | Scholarships/Grants |
| St James School LLC | ||
| 300837347 | $199,200 | Scholarships |
| St Joseph School Danbury LLC | ||
| 383937057 | $154,250 | Scholarships/Grants |
| St Mark School LLC | ||
| 300838469 | $128,900 | Scholarships/Grants |
| St Mary School Bethel LLC | ||
| 320445968 | $115,650 | Scholarships/Grants |
| St Mary School Ridgefield LLC | ||
| 300837336 | $33,750 | Scholarships/Grants |
| St Peter School LLC | ||
| 611742811 | $467,386 | Scholarships/Grants |
| St Rose of Lima School LLC | ||
| 383937045 | $46,600 | Scholarships/Grants |
| St Theresa School LLC | ||
| 371762499 | $198,825 | Scholarships |
| St Thomas Aquinas Catholic School | ||
| 364791031 | $71,000 | Scholarships/Grants |
| Catholic Academy of Stamford Inc | ||
| 820887319 | $118,333 | Scholarships/Grants |
| Office of School Superintendent - Dio of Bpt | ||
| 060737923 | $269,991 | Scholarships/grants |
| Cardinal Kung Academy | ||
| 841971032 | $30,172 | Scholarships/grants |
| Assumption Catholic School LLC | ||
| 364791049 | $416,457 | SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 2 | FormAndLineReferenceDesc |
| Explanation | The Bishop Scholarship Fund Distribution Committee and the Innovation and Leadership Grants Committee have written policies and procedures that they follow to govern the scholarship and grant processes. Policies and procedures outline eligibility, applications, scholarship and grant amounts, notification, acceptance and timing of distribution. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| Holly Doherty-Lemoine | ||||||
| Executive Director | $190,916 | $12,043 | $202,959 | |||
| Michael Hanlon | ||||||
| Treasurer - Term. 12/1/24 | $256,048 | $12,802 | $268,850 | |||
| Anne O McCrory | ||||||
| TRUSTEE | $245,590 | $12,279 | $257,869 | |||
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,630 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Event Items | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,026 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990 | FormAndLineReferenceDesc |
| Explanation | Part VI, Line 6 - Classes of members or stockholders Members, as the organization is a not-for-profit, Connecticut non-stock corporation. Part VI, Line 7A - Election of members and their rights Members elect trustees of the corporation. Part VI, Line 7B - Decisions subject to approval of members Certain actions of the Board are subject to the members' approval. Part VI, Line 11B - organization's process to review form 990 The completed form 990 was provided to the organization's trustees for their review and comments prior to filing. Part VI, Line 12C - Monitoring and enforcing compliance Annual written declarations were signed by trustees and officers, and monitored by the Board. PART VI, LINE 15A - Determination of compensation A COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND DETERMINES THE COMPENSATION LEVEL FOR THE NEXT YEAR. Part VI, Line 19 - Governing documents disclosure explanation Governing documents, conflict of interest policies, and financial statements are made available for inspection upon request. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS CONSIST OF A TRANSFER OF ASSETS IN FROM NOTRE DAME HIGH SCHOOL. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bridgeport Roman Catholic Diocesan Corp | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 Jewett Ave | AddressLine1Txt |
| City | Bridgeport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060737923 | EIN |
| Primary Activities | Religious | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | 01 | PublicCharityStatusTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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