CITRUS COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CITRUS COUNTY EDUCATION FOUNDATION INC (EIN 59-3138328)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-31
- IRS object ID
- 201311519349200401
- Schema version
- 2011v1.5
- 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 | 2013-05-31T05:44:46-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Williams McCranie Wardlow & Cash PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 426 | AddressLine1 |
| City | Crystal River | City |
| State | FL | State |
| ZIP Code | 344230426 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593138328 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS COUNTY EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITR | NameControl |
| Phone | 3527956155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2004 | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 34451 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BARBIERI | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Paul Cash | Name |
| Phone | 3527953212 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.CITRUSEDUCATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 161947 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 130112 | ContributionsGiftsGrantsEtc |
| Investment Income | 2198 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gaming Gross Income | 29637 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5282 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 24355 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 156665 | TotalRevenue |
| Grants And Similar Amounts Paid | 79096 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 26913 | SalariesOtherCompEmplBenefits |
| Other Expenses Total | 35280 | OtherExpensesTotal |
| Total Expenses | 141289 | TotalExpenses |
| Excess Or Deficit For Year | 15376 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 282571 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 297947 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291287 | BOY |
| EOY | 304163 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291287 | BOY |
| EOY | 304163 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8716 | BOY |
| EOY | 6216 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282571 | BOY |
| EOY | 297947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | DIRECT SUPPORT OF PUBLIC EDUCATION IN CITRUS COUNTY FLORIDA. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| FUNDED VARIOUS OTHER PROGRAMS TO ENHANCE AND ENRICH THE EDUCATION OF CITRUS COUNTY, FLORIDA PUBLIC SCHOOL STUDENTS. | 57878 | 39652 |
| TEACHER AND EMPLOYEE OF THE YEAR RECOGNITION CEREMONY; RECOGNIZING OUTSTANDING PERFORMANCE IN THE CLASSROOM BY BOTH TEACHER AND SUPPORT PERSONNEL OF THE CITRUS COUNTY SCHOOL SYSTEM. | 11983 | |
| GRANTS AWARDED TO TEACHERS TO HELP FUND CURRICULUM-ENHANCING PROJECTS. APPROXIMATELY 42 PROJECTS WERE FUNDED DURING THE SCHOOL YEAR; FUNDED 6 SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS; PROVIDED FUNDS TO WITHLACOOCHEE TECHNICAL INSTITUTE FOR EDUCATION PROGRAMS. | 54149 | 50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 124010 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| AMY BARBIERI | ||||||
| 2101 SE HIGHWAY 19 | CRYSTAL RIVER | FL | 34429 | Treasurer | 3.00 | 0 |
| SUSAN PRATT | ||||||
| 1007 W MAIN STREET | INVERNESS | FL | 34450 | Vice President | 3.00 | 0 |
| JEFF KOPP | ||||||
| 1007 W MAIN STREET | INVERNESS | FL | 34450 | President | 3.00 | 0 |
| JUDITH WILLIAMS | ||||||
| 1007 W MAIN STREET | INVERNESS | FL | 34450 | Executive Dir. | 20.00 | 25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMY BARBIERI | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 W MAIN STREET | AddressLine1 |
| City | INVERNESS | City |
| State | FL | State |
| ZIP Code | 34450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3527956155 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130112 | CurrentTaxYear |
| Total | 619338 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130112 | CurrentTaxYear |
| Total | 619338 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 619338 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1326 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2198 | CurrentTaxYear |
| Total | 15797 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31471 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24355 | CurrentTaxYear |
| Total | 189380 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 824515 | TotalSupport |
| Public Support Pertcentage170 | 0.75120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 29637 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 5282 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 29637 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 5282 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 5282 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 24355 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $8716 Accounts Payable and Accrued Expenses - Ending $6216 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | ADVERTISING $25 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | INSURANCE $240 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | OTHER EXPENSES $305 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | PAYROLL FEES $1366 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | DUES & SUBSCRIPTIONS $1450 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | OFFICE SUPPLIES $2218 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | ACCOUNTING FEES $7615 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | DISTRICT EVENTS $22061 |
| Form 990-EZ, Part I, Line 10.5 | Grants and Similar Amounts Paid In Excess of $5,000.5 | Class of Activity: Education Incentive | Donee's Name: CITRUS COUNTY SCHOOL SYSTEM - | Donee's Address: 1007 W MAIN STREET INVERNESS, FL 34450 | Relationship of Donee: SUPPORTED ORGANIZATION | Cash Amount Given: $13297 |
| Form 990-EZ, Part I, Line 10.4 | Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: Education Incentive | Donee's Name: DOLLYWOOD FOUNDATION | Donee's Address: 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE, TN 37863 | Relationship of Donee: National organization | Cash Amount Given: $11650 |
| Form 990-EZ, Part I, Line 10.3 | Grants and Similar Amounts Paid In Excess of $5,000.3 | Class of Activity: Education Incentive | Donee's Name: VARIOUS EDUCATION SCHOLARSHIPS | Donee's Address: PO BOX 2004 INVERNESS, FL 34450 | Relationship of Donee: National organization | Cash Amount Given: $6500 |
| Form 990-EZ, Part I, Line 10.2 | Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: Education Incentive | Donee's Name: WITHLACOOCHEE TECHNICAL INSTITUTE | Donee's Address: 1201 W MAIN STREET INVERNESS, FL 34450 | Relationship of Donee: N/A | Cash Amount Given: $15000 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: Education Incentive | Donee's Name: VARIOUS - TEACHER MINIGRANT PROGRAM | Donee's Address: PO BOX 2004 INVERNESS, FL 34450 | Relationship of Donee: N/A | Cash Amount Given: $32649 |
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