HARFORD COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARFORD COUNTY EDUCATION FOUNDATION INC (EIN 20-2060496)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201303179349202070
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T14:31:46-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261575062 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALSAMO STEWART LUTTERS & RUTH PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 ROCK SPRING ROAD | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER EXCELLENCE IN EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREA | NameControl |
| Phone | 4105699789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3809 HEBRON TERRACE | AddressLine1 |
| City | ABINGDON | City |
| State | MD | State |
| ZIP Code | 21009 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORA MERLOCK | Name |
| Title | PRESIDENT | Title |
| Phone | 4105699789 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL C BALSAMO CPA | Name |
| PTIN | P00062290 | PTIN |
| Phone | 4108383535 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.GEEFINC.COM | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 78452 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 56644 | ContributionsGiftsGrantsEtc |
| Investment Income | 13 | InvestmentIncome |
| Fundraising Gross Income | 21795 | FundraisingGrossIncome |
| Special Events Direct Expenses | 19775 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 2020 | SpecialEventsNetIncomeLoss |
| Total Revenue | 58677 | TotalRevenue |
| Grants And Similar Amounts Paid | 22783 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 15000 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1929 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 1896 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 1880 | PrintingPublicationsPostage |
| Other Expenses Total | 33652 | OtherExpensesTotal |
| Total Expenses | 77140 | TotalExpenses |
| Excess Or Deficit For Year | -18463 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 52575 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 34112 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52575 | BOY |
| EOY | 38096 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52575 | BOY |
| EOY | 38096 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3984 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52575 | BOY |
| EOY | 34112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO RAISE PUBLIC AWARENESS, PRIDE AND SUPPORT FOR QUALITY EDUCATION AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR AREA SCHOOLS AND STUDENTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| SUMMER YOUTH LEADERSHIP ACADEMY - STUDENTS ATTENDED COLLEGE PATHWAYS PROGRAM, LEADERSHIP RETREATS AND NEW BOOKS WERE GIVEN TO STUDENTS TO SUPPORT READING | 0 | 24797 |
| EIGHT SCHOLARSHIPS AWARDED TOTALING $22,783 | 22783 | 22783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 47580 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| DEBORA MERLOCK | ||||
| PRESIDENT | 35.00 | 15000 | 0 | 0 |
| KEVIN WILEY | ||||
| CHAIR | 2.00 | 0 | 0 | 0 |
| MARK WOLKOW | ||||
| COMMUNITY MEMBER | 2.00 | 0 | 0 | 0 |
| LAURIE SLIZEWSKI | ||||
| VICE CHAIR FINANCE | 2.00 | 0 | 0 | 0 |
| WAYNE PERRY | ||||
| MEMBER AT LARGE | 1.00 | 0 | 0 | 0 |
| LISA SUNDQUIST | ||||
| MEMBER AT LARGE | 1.00 | 0 | 0 | 0 |
| TERRY TROY | ||||
| PAST CHAIR | 1.00 | 0 | 0 | 0 |
| JESSE BANE | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARY KAY FISHBAUGH | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| BRIAN HAMMOND | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| COURTNEY HART | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| EVELYN ISHMAEL | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORA MERLOCK | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3809 HEBRON TERRACE | AddressLine1 |
| City | ABINGDON | City |
| State | MD | State |
| ZIP Code | 21009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4105699789 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56644 | CurrentTaxYear |
| Total | 232694 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22514 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25801 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21795 | CurrentTaxYear |
| Total | 99409 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78439 | CurrentTaxYear |
| Total | 332103 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2200 | CurrentTaxYear |
| Total | 11425 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2200 | CurrentTaxYear |
| Total | 11425 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 320678 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13 | CurrentTaxYear |
| Total | 145 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13 | CurrentTaxYear |
| Total | 145 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50020 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49781 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65438 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78452 | CurrentTaxYear |
| Total | 332248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96520 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96390 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 13.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: DONATIONS FOR SPECIFIC ACTIVITIES. GRANTEE NAME: HARFORD COUNTY SCHOOL SYSTEM. GRANTEE ADDRESS: 102 SOUTH HICKORY AVE BEL AIR, MD 21014. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,105. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ERIC GLOVER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 872. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: DESTANI JAMESON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 4,806. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KODY PRINCE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/26/12. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: RACHEL CRANE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CONNER HEAD. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CEARA SCANLON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: NATALEE OLAH. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,783. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BOARD EXPENSES. AMOUNT: 268. DESCRIPTION: SUPPLIES & MISCELLANEOUS. AMOUNT: 641. DESCRIPTION: ADVERTISING & WEBSITE. AMOUNT: 3,142. DESCRIPTION: INSURANCE. AMOUNT: 3,054. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 645. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 24,799. DESCRIPTION: STATE FEES. AMOUNT: 100. DESCRIPTION: PAYROLL TAXES. AMOUNT: 765. DESCRIPTION: DATA PLAN. AMOUNT: 180. DESCRIPTION: BANK CHARGES. AMOUNT: 58. TOTAL TO FORM 990-EZ, LINE 16: 33,652. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: DUE TO EHS INTL BACCALAUREATE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,902. DESCRIPTION: PAYROLL TAXES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,082. |
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. | Declaration |
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