NASD EDUCATION FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NASD EDUCATION FOUNDATION (EIN 20-3592215)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201203209349201075
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:57:02-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231518888 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE FALCONIERO & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 680 | AddressLine1 |
| City | OAKS | City |
| State | PA | State |
| ZIP Code | 194560680 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203592215 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASD EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NASD | NameControl |
| Phone | 6106305000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N WHITEHALL ROAD | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE MARIE ROHRICHT | Name |
| Title | TREASURER | Title |
| Phone | 6106305000 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J FURMAN CPA | Name |
| PTIN | P01267623 | PTIN |
| Phone | 6109351420 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | NORRISTOWNAEF.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 184201 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 139935 | ContributionsGiftsGrantsEtc |
| Investment Income | 264 | InvestmentIncome |
| Fundraising Gross Income | 44002 | FundraisingGrossIncome |
| Special Events Direct Expenses | 19959 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 24043 | SpecialEventsNetIncomeLoss |
| Total Revenue | 164242 | TotalRevenue |
| Grants And Similar Amounts Paid | 146876 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 22200 | SalariesOtherCompEmplBenefits |
| Printing Publications Postage | 4909 | PrintingPublicationsPostage |
| Other Expenses Total | 3319 | OtherExpensesTotal |
| Total Expenses | 177304 | TotalExpenses |
| Excess Or Deficit For Year | -13062 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 168020 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 154958 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168020 | BOY |
| EOY | 154958 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168020 | BOY |
| EOY | 154958 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168020 | BOY |
| EOY | 154958 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROVIDE INDEPENDENT FINANCIAL FUNDING TO SUPPORT CHALLENGING AND ENRICHING INNOVATIONS THAT WILL MAXIMIZE THE LEARNING POTENTIAL OF ALL STUDENTS IN THE NORRISTOWN AREA SCHOOL DISTRICT | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE FOUNDATION PROVIDES SUPPORT FOR EDUCATIONAL ACTIVITIES WITHIN THE NORRISTOWN AREA SCHOOL DISTRICT AND COMMUNITY. | DescriptionProgramServiceAccom |
| Grants And Allocations | 146876 | GrantsAndAllocations |
| Program Service Expenses | 165250 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 165250 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THOMAS GRASSO JR | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| LAURIE BALTRUS | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| ANNE MARIE ROHRICHT | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | TREASURER | 1.00 | 0 | 0 | 0 |
| KAREN SHANOSKI | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | SECRETARY | 1.00 | 0 | 0 | 0 |
| RENEE GOLDEN | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| STACY CARR-POOLE | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| WILMER CRESSMAN | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| PHIL DANIELS | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| BETH KORMOS | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| DR AL MAUTHE | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| JOE RODRIGUEZ | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| DR JANET SAMUELS | ||||||||
| 401 N WHITEHALL ROAD | NORRISTOWN | PA | 19403 | BOARD MEMBER | 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 | PA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N WHITEHALL ROAD | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6106305000 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139935 | CurrentTaxYear |
| Total | 268135 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139935 | CurrentTaxYear |
| Total | 268135 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 76502 | AmountsSubstContributorsTotal |
| Public Support Total170 | 191633 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 521 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264 | CurrentTaxYear |
| Total | 6315 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 274450 | TotalSupport |
| Gross Receipts From Admissions Etc | 164565 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96260 | 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 28230 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 28230 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 9869 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1015 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPRING GALA | NameOfEvent2 |
| Gross Receipts Event2 | 15772 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 15772 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6270 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 2805 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 44002 | GrossReceiptsTotal |
| Gross Revenue Total Events | 44002 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 16139 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 3820 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19959 | DirectExpenseSummaryEvents |
| Net Income Summary | 24043 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INVESTMENT INCOME 264.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NORRISTOWN AREA SCHOOL DISTRICT. GRANTEE ADDRESS: 401 N WHITEHALL ROAD NORRISTOWN, PA 19403. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/12. AMOUNT GIVEN: 146,876. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: DUES & FEES. AMOUNT: 1,608. DESCRIPTION: SUPPLIES. AMOUNT: 1,711. TOTAL TO FORM 990-EZ, LINE 16: 3,319. |
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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