EDUCATIONAL FOUNDATION FOR FOREIGN STUDY A NON-PROFIT CORP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL FOUNDATION FOR FOREIGN STUDY A NON-PROFIT CORP (EIN 22-2986701)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-03
- IRS object ID
- 201321239349300412
- 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 | 2013-05-03T08:29:44-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043108635 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD MULHERIN & GREENE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 GROVE STREET | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222986701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EF EDUCATIONAL FOUNDATION FOR | BusinessNameLine1 |
| Business Name Line2 | FOREIGN STUDY A NON-PROFIT CORPORATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EFED | NameControl |
| Phone | 6176191000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02141 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN SODERVALL | Name |
| Title | PRESIDENT | Title |
| Phone | 6176191000 | Phone |
| Date Signed | 2013-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK J PREZIOSI | Name |
| PTIN | P00968923 | PTIN |
| Phone | 7813564800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN SODERVALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15580886 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EFFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY IS A NON-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING CULTURAL AWARENESS THROUGH INTERNATIONAL EDUCATION AND EXCHANGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 125 | TotalNbrEmployees |
| Total Nbr Volunteers | 800 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14308218 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15580900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -983 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 31379 | OtherRevenuePriorYear |
| Other Revenue Current Year | -33 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14338614 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15580886 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6831395 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8063668 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7459711 | OtherExpensePriorYear |
| Other Expenses Current Year | 7476762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14291106 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15540430 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 47508 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40456 | RevenuesLessExpensesCY |
| Total Assets BOY | 2737924 | TotalAssetsBOY |
| Total Assets EOY | 3209033 | TotalAssetsEOY |
| Total Liabilities BOY | 1691521 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2122174 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1046403 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1086859 | NetAssetsOrFundBalancesEOY |
| Mission Description | EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY IS A NON-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING CULTURAL AWARENESS THROUGH INTERNATIONAL STUDENT EXCHANGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13885693 | Expense |
| Revenue | 15580900 | Revenue |
| Description | THE FOUNDATION HAS THE OBJECTIVE OF ORGANIZING AND ADMINISTERING A TEENAGE EDUCATIONAL EXCHANGE PROGRAM THAT SCREENS AND PLACES FOREIGN STUDENTS WITH A HOST FAMILY WHILE THEY ATTEND HIGH SCHOOL IN THE UNITED STATES. | Description |
| Total Program Service Expense | 13885693 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 125 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Name Of Foreign Country | NZ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE HELLESTAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176191000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02141 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| GORAN RANNEFORS | ||||||||
| CHAIRMAN | 1.00 | X | 3000 | 0 | 0 | |||
| DAN SODERVALL | ||||||||
| PRESIDENT | 40.00 | X | 294625 | 0 | 13186 | X | ||
| JEFFREY ALLEN | ||||||||
| CLERK | 5.00 | X | 0 | 0 | 0 | X | ||
| BETH JACOBS | ||||||||
| DIRECTOR | 1.00 | X | 14000 | 0 | 0 | |||
| JENNIFER BAVERSTAM | ||||||||
| DIRECTOR | 1.00 | X | 3000 | 0 | 0 | |||
| JENS APPELKVIST | ||||||||
| DIRECTOR | 1.00 | X | 2000 | 0 | 0 | |||
| LOUISE HELLESTAM | ||||||||
| TREASURER/V.P. FINANCE | 40.00 | 0 | 0 | 0 | X | |||
| MEGAN ALLEN | ||||||||
| VP PLACEMENT & SUPPORT | 40.00 | 158267 | 0 | 6279 | X | |||
| ROBERT FREDETTE JR | ||||||||
| VP PLACEMENT & SUPPORT | 40.00 | 156815 | 0 | 12047 | X | |||
| KERI CHARLES | ||||||||
| REGIONAL PLACEMENT DIRECTOR | 40.00 | 104411 | 0 | 5091 | X | |||
| JENNIFER MIRKEN | ||||||||
| V.P. MARKETING & RESEARCH | 40.00 | 113570 | 0 | 6139 | X | |||
| DEBORAH HOEY | ||||||||
| TREASURER/V.P. FINANCE (FORMER) | 28.00 | 142411 | 0 | 14828 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 992099 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57570 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 15580900 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15580900 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15580900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19 | TotalRevenueColumn |
| Exclusion | $19 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN EXCHANGE LOSS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -33 | TotalRevenueColumn |
| Exclusion | -$33 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -33 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15580886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15580900 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$14 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509656 | Total |
| Management And General | 509656 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6505025 | Total |
| Program Services | 5780098 | ProgramServices |
| Management And General | 724927 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579910 | Total |
| Program Services | 477846 | ProgramServices |
| Management And General | 102064 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469077 | Total |
| Program Services | 386519 | ProgramServices |
| Management And General | 82558 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12581 | Total |
| Program Services | 10442 | ProgramServices |
| Management And General | 2139 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41550 | Total |
| Management And General | 41550 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17491 | Total |
| Program Services | 14518 | ProgramServices |
| Management And General | 2973 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10286 | Total |
| Program Services | 8537 | ProgramServices |
| Management And General | 1749 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259233 | Total |
| Program Services | 218938 | ProgramServices |
| Management And General | 40295 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424784 | Total |
| Program Services | 350022 | ProgramServices |
| Management And General | 74762 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21205 | Total |
| Program Services | 21205 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57170 | Total |
| Program Services | 47451 | ProgramServices |
| Management And General | 9719 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PLACEMENT & SUPERVISORY | 4419366 | 4419366 | |
| OTHER SALES COSTS | 1297257 | 1297257 | |
| SALES INCENTIVES | 518080 | 518080 | |
| TELEPHONE | 150465 | 123983 | 26482 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247294 | Total |
| Program Services | 211431 | ProgramServices |
| Management And General | 35863 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15540430 | Total |
| Program Services | 13885693 | ProgramServices |
| Management And General | 1654737 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1054693 | BOY |
| EOY | 1373106 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6321 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140991 | BOY |
| EOY | 89805 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1166990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1073092 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120114 | BOY |
| EOY | 93898 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1415805 | BOY |
| EOY | 1652224 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2737924 | BOY |
| EOY | 3209033 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1691521 | BOY |
| EOY | 2122174 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1691521 | BOY |
| EOY | 2122174 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046403 | BOY |
| EOY | 1086859 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046403 | BOY |
| EOY | 1086859 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2737924 | BOY |
| EOY | 3209033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 40456 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10611228 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10317047 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11914970 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14308218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15580900 | CurrentTaxYear |
| Total | 62732363 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10611228 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10317047 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11914970 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14308218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15580900 | CurrentTaxYear |
| Total | 62732363 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 62732363 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11385 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19 | CurrentTaxYear |
| Total | 12019 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11385 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19 | CurrentTaxYear |
| Total | 12019 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -77403 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31379 | CurrentTaxYearMinus1Year |
| Current Tax Year | -33 | CurrentTaxYear |
| Total | 57493 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10545210 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10356677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11979396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14339706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15580886 | CurrentTaxYear |
| Total | 62801875 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99890 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99570 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00100 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: FOREIGN EXCHANGE GAIN (LOSS) | GeneralExplanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1166990 | OtherCostOrOtherBasis |
| Depreciation | 1073092 | Depreciation |
| Book Value | 93898 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93898 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 8000 |
| DUE FROM EF EDUCATIONAL FOUND. FOR FOREIGN STUDY, LTD. | 1644224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1652224 | TotalBookValueOtherAssets |
| Total Revenue | 15580886 | TotalRevenue |
| Total Expenses | 15540430 | TotalExpenses |
| Excess Or Deficit For Year | 40456 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 40456 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15580886 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 15580886 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15580886 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15540430 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15540430 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15540430 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART X, LINE 2; ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAD CONCLUDED THAT AS OF SEPTEMBER 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008 (YEAR ENDED SEPTEMBER 30, 2009). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN SODERVALL | |||||||||||||
| 294625 | 0 | 0 | 0 | 0 | 0 | 2348 | 0 | 10838 | 0 | 307811 | 0 | 0 | 0 |
| MEGAN ALLEN | |||||||||||||
| 158267 | 0 | 0 | 0 | 0 | 0 | 1600 | 0 | 4679 | 0 | 164546 | 0 | 0 | 0 |
| ROBERT FREDETTE JR | |||||||||||||
| 156815 | 0 | 0 | 0 | 0 | 0 | 1209 | 0 | 10838 | 0 | 168862 | 0 | 0 | 0 |
| DEBORAH HOEY | |||||||||||||
| 142411 | 0 | 0 | 0 | 0 | 0 | 3990 | 0 | 10838 | 0 | 157239 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S PRESIDENT, TREASURER AND OTHER MEMBERS OF THE BOARD OF DIRECTORS REVIEW A DRAFT OF THE FORM 990, WHICH IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTING COMMENTS AND CHANGES ARE DISCUSSED WITH THE INDEPENDENT ACCOUNTANTS AND IF APPROPRIATE, INCORPORATED INTO THE FINAL VERSION OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS AND EMPLOYEES ARE PROVIDED WITH COPIES OF THE POLICY. DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AT BOARD MEETINGS. EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST DURING THEIR ANNUAL REVIEW. |
| COMPENSATION FOR TOP OFFICIAL IS BASED UPON APPROVAL BY THE BOARD OF DIRECTORS. FOR OTHER KEY EMPLOYEES AND OFFICERS, COMPENSATION IS BASED UPON A FIXED SUM AGREED UPON AT THE TIME OF EMPLOYMENT. THIS SUM REFLECTS AN EMPLOYEE'S LEVEL OF EXPERIENCE AND EXPERTISE WHEN (S)HE JOINS EF. SALARIES AT EF ARE STRICTLY CONFIDENTIAL AND NEGOTIATED INDIVIDUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| ADDITIONAL DISCLOSURES: | UNDER AN AGREEMENT WITH THE FOUNDATION, EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY, LTD. COMPENSATES THE FOUNDATION FOR PROVIDING THE EXCHANGE PROGRAM TO THE STUDENTS. FOR THE YEARS ENDED SEPTEMBER 30, 2012 AND 2011, THE FOUNDATION RECEIVED $15,493,579 AND $14,241,074, RESPECTIVELY FROM EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY, LTD. THE FOUNDATION'S CLERK IS EMPLOYED BY A LAW FIRM THAT PERIODICALLY REPRESENTS THE FOUNDATION IN LEGAL MATTERS. THE FOUNDATION PAID THE LAW FIRM $12,676 FOR THE YEAR ENDED SEPTEMBER 30, 2012 FOR LEGAL SERVICES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY IN CANADA | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PORTLAND STREET | AddressLine1 |
| City | TORONTO | City |
| Province Or State | ONTARIO | ProvinceOrState |
| Country | CA | Country |
| Postal Code | M4V 2N4 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FOREIGN EXCHANGE STUDENT PROGRAM | PrimaryActivities |
| Legal Domicile Foreign Country | CA | LegalDomicileForeignCountry |
| Exempt Code Section | N/A | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments