HARFORD COUNTY EDUCATION FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARFORD COUNTY EDUCATION FOUNDATION INC (EIN 20-2060496)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-04
- IRS object ID
- 201223399349200307
- 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 | 2012-12-04T10:58:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261575062 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALSAMO STEWART LUTTERS & RUTH PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 ROCK SPRING ROAD | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER EXCELLENCE IN EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREA | NameControl |
| Phone | 4105699789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3809 HEBRON TERRACE | AddressLine1 |
| City | ABINGDON | City |
| State | MD | State |
| ZIP Code | 21009 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORA MERLOCK | Name |
| Title | PRESIDENT | Title |
| Phone | 4105699789 | Phone |
| Date Signed | 2012-11-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL C BALSAMO CPA | Name |
| PTIN | P00062290 | PTIN |
| Phone | 4108383535 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.GEEFINC.COM | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 88557 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 73357 | ContributionsGiftsGrantsEtc |
| Investment Income | 35 | InvestmentIncome |
| Fundraising Gross Income | 15165 | FundraisingGrossIncome |
| Special Events Direct Expenses | 11477 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 3688 | SpecialEventsNetIncomeLoss |
| Total Revenue | 77080 | TotalRevenue |
| Grants And Similar Amounts Paid | 17338 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 5000 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1563 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 1830 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 1404 | PrintingPublicationsPostage |
| Other Expenses Total | 26721 | OtherExpensesTotal |
| Total Expenses | 53856 | TotalExpenses |
| Excess Or Deficit For Year | 23224 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 29351 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 52575 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29351 | BOY |
| EOY | 52575 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29351 | BOY |
| EOY | 52575 | 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 | 29351 | BOY |
| EOY | 52575 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO RAISE PUBLIC AWARENESS, PRIDE AND SUPPORT FOR QUALITY EDUCATION AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR AREA SCHOOLS AND STUDENTS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| SUMMER YOUTH LEADERSHIP ACADEMY - STUDENTS ATTENDED COLLEGE PATHWAYS PROGRAM, LEADERSHIP RETREATS AND NEW BOOKS WERE GIVEN TO STUDENTS TO SUPPORT READING | 0 | 18175 |
| TEACHER INCENTIVE AWARDS PROGRAM | 0 | 1582 |
| EIGHT SCHOLARSHIPS AWARDED TOTALING $14,500. | 14500 | 14500 |
| GRANTS TO HARFORD COUNTY SCHOOLS | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 34257 | 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORA MERLOCK | ||||||||
| 3809 HEBRON TERRACE | ABINGDON | MD | 21009 | PRESIDENT | 35.00 | 5000 | 0 | 0 |
| KEVIN WILEY | ||||||||
| 1327 RIVERSIDE PKWY | BELCAMP | MD | 21017 | CHAIR | 2.00 | 0 | 0 | 0 |
| MARK WOLKOW | ||||||||
| 3805 EASTON COURT | ABINGDON | MD | 21009 | CHAIR ELECT | 2.00 | 0 | 0 | 0 |
| LAURIE SLIZEWSKI | ||||||||
| 12 OFFICE STREET | BEL AIR | MD | 21014 | VICE CHAIR FINANCE | 2.00 | 0 | 0 | 0 |
| WAYNE PERRY | ||||||||
| 333 SPENCEOLA PKWY | FOREST HILL | MD | 21050 | COMMUNITY MEMBER | 1.00 | 0 | 0 | 0 |
| LISA SUNDQUIST | ||||||||
| 120 PYLESVILLE RD | PYLESVILLE | MD | 21132 | NORTH HARFORD ELEMENTARY SCHOOL | 1.00 | 0 | 0 | 0 |
| TERRY TROY | ||||||||
| 111 CHATHAM ROAD | BEL AIR | MD | 21014 | PAST CHAIR | 1.00 | 0 | 0 | 0 |
| JESSE BANE | ||||||||
| 45 S MAIN STREET | BEL AIR | MD | 21014 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARY KAY FISHBAUGH | ||||||||
| 505 S MAIN STREET | BEL AIR | MD | 21014 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| BRIAN HAMMOND | ||||||||
| 401 THOMAS RUN RD | BEL AIR | MD | 21015 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| COURTNEY HART | ||||||||
| 3015 EMMORTON ROAD | ABINGDON | MD | 21009 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| EVELYN ISHMAEL | ||||||||
| 218 ROLLING KNOLL DRIVE | BEL AIR | MD | 21014 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORA MERLOCK | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3809 HEBRON TERRACE | AddressLine1 |
| City | ABINGDON | City |
| State | MD | State |
| ZIP Code | 21009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4105699789 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17646 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73357 | CurrentTaxYear |
| Total | 193696 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22514 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25801 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15165 | CurrentTaxYear |
| Total | 101637 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49982 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88522 | CurrentTaxYear |
| Total | 295333 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3100 | CurrentTaxYear |
| Total | 10425 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3100 | CurrentTaxYear |
| Total | 10425 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 284908 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35 | CurrentTaxYear |
| Total | 244 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35 | CurrentTaxYear |
| Total | 244 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41781 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49781 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65438 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88557 | CurrentTaxYear |
| Total | 295577 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96260 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00080 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00120 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 35.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: DONATIONS FOR SPECIFIC ACTIVITIES. GRANTEE NAME: HARFORD COUNTY SCHOOL SYSTEM. GRANTEE ADDRESS: 102 SOUTH HICKORY AVE BEL AIR, MD 21014. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,838. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: AMANDA MERLOCK. GRANTEE RELATIONSHIP: DAUGHTER. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JACQUELYN SHEEHAN. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EMILY BURKE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/02/11. AMOUNT GIVEN: 2,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SYMONE MILLER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: RONALD MITCHELL. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/18/11. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SHANNON RINKER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/14/11. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,338. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BOARD EXPENSES. AMOUNT: 129. DESCRIPTION: SUPPLIES & MISCELLANEOUS. AMOUNT: 353. DESCRIPTION: ADVERTISING & WEBSITE. AMOUNT: 3,706. DESCRIPTION: INSURANCE. AMOUNT: 810. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 545. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 20,661. DESCRIPTION: CONFERENCES. AMOUNT: 59. DESCRIPTION: STATE FEES. AMOUNT: 75. DESCRIPTION: PAYROLL TAXES. AMOUNT: 383. TOTAL TO FORM 990-EZ, LINE 16: 26,721. |
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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