JEFFERSON COUNTY SCHOOLS PUBLIC SCHOOLS PUBLIC EDUCATION FDN: Form 990, tax year 2010
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- Organization
- JEFFERSON COUNTY SCHOOLS PUBLIC SCHOOLS PUBLIC EDUCATION FDN (EIN 58-2099274)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-14
- IRS object ID
- 201222279349300527
- Schema version
- 2010v3.4
- 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 | 2012-08-14T08:22:33-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORLAND BENEFIELD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 HIGHLAND AVE SUITE 500 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582099274 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON COUNTY SCHOOLS PUBLIC | BusinessNameLine1 |
| Business Name Line2 | EDUCATION FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEFF | NameControl |
| Phone | 2053792216 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALLY PRICE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2053792216 | Phone |
| Date Signed | 2012-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY D CHANDLER CPA | Name |
| Phone | 2058027212 | Phone |
| Date Prepared | 2012-07-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SALLY PRICE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 462769 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEFCOED.COM/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | TO ASSIST THE JEFFERSON CO. SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 716904 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 156057 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25581 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5988 | InvestmentIncomePriorYear |
| Investment Income Current Year | 958 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34719 | OtherRevenuePriorYear |
| Other Revenue Current Year | 180450 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 757611 | TotalRevenuePriorYear |
| Total Revenue Current Year | 363046 | 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 | 201241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 159392 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 252 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 33058 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 844217 | OtherExpensePriorYear |
| Other Expenses Current Year | 361704 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1045710 | TotalExpensesPriorYear |
| Total Expenses Current Year | 521096 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -288099 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -158050 | RevenuesLessExpensesCY |
| Total Assets BOY | 986518 | TotalAssetsBOY |
| Total Assets EOY | 827896 | TotalAssetsEOY |
| Total Liabilities BOY | 647 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 75 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 985871 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 827821 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ASSIST THE JEFFERSON CO. SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 436860 | Expense |
| Revenue | 29018 | Revenue |
| Description | TO BUILD BENEFICIAL BUSINESS AND COMMUNITY PARTNERSHIPS AND INCREASE AWARENESS OF NEEDS AND OPPORTUNITIES FOR JEFCOED SCHOOLS, TO REWARD INNOVATION IN CLASSROOM, TO PROMOTE OUT- STANDING TEACHING & STUDENT ACHIEVEMENT. | Description |
| Total Program Service Expense | 436860 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 0 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY PRICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2053792216 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| TERRI GUALANO | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ANN UNDERWOOD | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MAX COOPER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROCHELLE DUNN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN H FLANAGAN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID LOTT | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| DR PHIL HAMMONDS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MIKE HOBBS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WENDI BOYEN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| WALKER JONES | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TOMMY LITTLE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARCUS LUNDY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER PARSONS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| D KIM MUNFORD | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JONATHAN K PORTER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NEZ CALHOUN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SALLY PRICE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 101523 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 156057 | AllOtherContributions |
| Total Contributions | 156057 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFACTION FEE REPAY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 25581 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25581 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25581 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 958 | TotalRevenueColumn |
| Related Or Exempt Function Income | 958 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 277694 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 99723 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177971 | TotalRevenueColumn |
| Exclusion | $177,971 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE - RELATE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2479 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2479 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2479 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 363046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29018 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $177,971 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159392 | Total |
| Program Services | 98387 | ProgramServices |
| Management And General | 28854 | ManagementAndGeneral |
| Fundraising | 32151 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231 | Total |
| Management And General | 231 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8426 | Total |
| Management And General | 8426 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11948 | Total |
| Program Services | 7095 | ProgramServices |
| Management And General | 4853 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5664 | Total |
| Program Services | 3431 | ProgramServices |
| Management And General | 1646 | ManagementAndGeneral |
| Fundraising | 587 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1289 | Total |
| Program Services | 1002 | ProgramServices |
| Management And General | 239 | ManagementAndGeneral |
| Fundraising | 48 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2099 | Total |
| Program Services | 2099 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1811 | Total |
| Program Services | 1267 | ProgramServices |
| Management And General | 272 | ManagementAndGeneral |
| Fundraising | 272 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COUPONS FOR CLASSROOM | 94691 | 94691 |
| LEAD TEACHER MONITORING | 72245 | 72245 |
| PASSTHROUGH FUNDS & BUD | 51530 | 51530 |
| APPLICANT SUPPORT | 44384 | 44384 |
| EDUCATOR GRANTS | 30825 | 30825 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36561 | Total |
| Program Services | 29904 | ProgramServices |
| Management And General | 6657 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 521096 | Total |
| Program Services | 436860 | ProgramServices |
| Management And General | 51178 | ManagementAndGeneral |
| Fundraising | 33058 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971926 | BOY |
| EOY | 815115 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 2000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21302 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10521 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12592 | BOY |
| EOY | 10781 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986518 | BOY |
| EOY | 827896 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647 | BOY |
| EOY | 75 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647 | BOY |
| EOY | 75 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267762 | BOY |
| EOY | 191297 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 716109 | BOY |
| EOY | 634524 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 2000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 985871 | BOY |
| EOY | 827821 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986518 | BOY |
| EOY | 827896 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -158050 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | 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 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 843100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1808722 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1248252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 716902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 156057 | CurrentTaxYear |
| Total | 4773033 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 264468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 291700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 233650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 303275 | CurrentTaxYear |
| Total | 1362829 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1112836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2073190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1539952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 950552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 459332 | CurrentTaxYear |
| Total | 6135862 | 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 | 6135862 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 958 | CurrentTaxYear |
| Total | 53756 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 958 | CurrentTaxYear |
| Total | 53756 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1127632 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2081298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1563857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 956541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 460290 | CurrentTaxYear |
| Total | 6189618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99130 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00870 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21302 | OtherCostOrOtherBasis |
| Depreciation | 10521 | Depreciation |
| Book Value | 10781 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10781 | TotalOfBookValueLandBuildings |
| Total Revenue | 363046 | TotalRevenue |
| Total Expenses | 521096 | TotalExpenses |
| Excess Or Deficit For Year | -158050 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -158050 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 462769 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 99723 | OtherRevenues |
| Revenue Not Rptd F990 | 99723 | RevenueNotRptdF990 |
| Revenue Subtotal | 363046 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 363046 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 620819 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 99723 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 99723 | ExpensesNotRptdF990 |
| Expenses Subtotal | 521096 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 521096 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IMPLEMENTED THE PROVISIONS OF FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS OF OCTOBER 1, 2009. AS OF SEPTEMBER 30, 2011, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURNS FOR THE YEAR 2007 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SCHOOL COUPONS, LINE 9B | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SCHOOL COUPONS, LINE 9B |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOOL COUPONS | NameOfEvent1 |
| Gross Receipts Event1 | 256694 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 256694 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 94691 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GONE FISHIN' | NameOfEvent2 |
| Gross Receipts Event2 | 21000 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 21000 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5032 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 277694 | GrossReceiptsTotal |
| Gross Revenue Total Events | 277694 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 99723 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 99723 | DirectExpenseSummaryEvents |
| Net Income Summary | 177971 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WENDI BOYEN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD TREASURER | Relationship |
| Amount Of Transaction | 711251 | AmountOfTransaction |
| Description Of Transaction | EMPLOYEE OF BANK INSTITUTION WHERE THE ORGANIZATION HOLDS CHECKING AND INVESTMENT ACCOUNTS | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A MEETING WAS HELD AMONG THE TAX ACCOUNTANT, EXECUTIVE DIRECTOR, AND THE BOARD OF DIRECTORS TO DISCUSS AND APPROVE THE 990 TAX RETURN BEFORE FILING IT WITH THE FEDERAL GOVERNMENT. | |
| THE BOARD OF DIRECTORS DISCUSS ALL CONFLICTS OF INTEREST AT QUARTERLY BOARD MEETINGS AS CONFLICTS ARISE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF AN INDIVIDUAL OR BUSINESS. THEY WILL PROVIDE A COPY OF SUCH DOCUMENTS TO ANYONE WHO REQUESTS IT FOR PURPOSES OF DONATIONS OR CREDIT INFORMATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE ORGANIZATION'S BOARD OF DIRECTORS ASSUME THE OVERSIGHT RESPONSIBILITY OF THE FIANNCIAL STATEMENT AUDIT AND THE HIRING OF THE INDEPENDENT AUDITOR. |
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