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SOMERS EDUCATION FOUNDATION INC: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SOMERS EDUCATION FOUNDATION INC (EIN 13-3878488)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201233199349202513
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

FieldValueIRS element (for citing)
Timestamp2012-11-14T15:28:05-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133915924EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ATTI & COMPANY CPAS PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11454 ROUTE 22 A-104AddressLine1
CityBREWSTERCity
StateNYState
ZIP Code10509ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133878488EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SOMERS EDUCATION FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSOMENameControl
Phone9142485128Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 620AddressLine1
CityLINCOLNDALECity
StateNYState
ZIP Code10540ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM G FAULKNERName
TitlePRESIDENTTitle
Phone9142485128Phone
Date Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN R KOZERA CPAName
PTINP01391635PTIN
Phone8452791640Phone
Date Prepared2012-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts60523GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc23574ContributionsGiftsGrantsEtc
Investment Income137InvestmentIncome
Fundraising Gross Income36812FundraisingGrossIncome
Special Events Direct Expenses28644SpecialEventsDirectExpenses
Special Events Net Income Loss8168SpecialEventsNetIncomeLoss
Total Revenue31879TotalRevenue
Grants And Similar Amounts Paid41750GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors1680FeesAndOthPymtToIndContractors
Printing Publications Postage4330PrintingPublicationsPostage
Other Expenses Total1597OtherExpensesTotal
Total Expenses49357TotalExpenses
Excess Or Deficit For Year-17478ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY93950NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY76472NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY93950BOY
EOY76472EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY93950BOY
EOY76472EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY93950BOY
EOY76472EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO OPERATE FOR THE ADVANCEMENT AND PROMOTION OF EDUCATIONAL PROGRAMS AND ACTIVITIES FOR THE SOMERS CENTRAL SCHOOL DISTRICT.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (4 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
"POWER LIBRARIES" FOR THE CENTRAL SCHOOL DISTRICT FOR UPGRADE OF ALL LIBRARY FACILITIES TO TECHNOLOGY-BASED, STATE-OF-THE-ART LEARNING CENTERS EQUIPPED WITH IPADS, FLAT SCREENS, MEDIA ROOMS AND WIRELESS-CONNECTED "NETBOOKS" COMPLETE WITH NEW LIGHTING AND COMFORTABLE SEATING.151900
"AFRICAN MASK MAKING" FOR THE CENTRAL SCHOOL DISTRICT TO ENHANCE THE QUALITY OF LEARNING IN AFRICAN STUDIES.70000
MUSIC GRANT FOR THE MIDDLE SCHOOL GUITAR PROGRAM TO PURCHASE IPADS, ACCESSORIES & SOFTWARE DESIGNED TO PROVIDE STUDENTS WITH A DEEPER, RICHER MUSIC TECHNOLOGY EXPERIENCE.54990
GRANTS FOR INNOVATIVE EDUCATIONAL PROJECTS & COMPETITIONS00
FieldValueIRS element (for citing)
Total Program Service Expenses0TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM FAULKNER
11 HORTON DRIVEYORKTOWN HEIGHTSNY10598PRESIDENT10.00000
GLENN HINTZE
2 SEMINARY LANEGRANITE SPRINGSNY10527VICE PRESIDENT10.00000
MEL REYES
5 COBBLESTONE ROADKATONAHNY10536TREASURER5.00000
SERENA MEYER
21 COLONIAL DRIVEKATONAHNY10536SECRETARY5.00000
DEBORAH ASHLEY
3 LONDONDERRY LANESOMERSNY10589TRUSTEE0.00000
MICHAEL MCDERMOTT
20 SOMERSET DRIVESOMERSNY10589TRUSTEE0.00000
STEVE ROLANDO
2 MOORE DRIVEYORKTOWN HEIGHTSNY10598TRUSTEE0.00000
LINDA COHEN
20 BARRETT ROADKATONAHNY10536TRUSTEE0.00000
BRUCE HELLER
2 DR TONYS ROADKATONAHNY10536TRUSTEE0.00000
JANET HOLMES
11 SOUTH LAKE SHORE DRIVELINCOLNDALENY10540TRUSTEE0.00000
RAY KERINS
34 FIELDSTONE DRIVEKATONAHNY10536TRUSTEE0.00000
JULIE GHERARDI
334 ROUTE 202SOMERSNY10589TRUSTEE0.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWILLIAM G FAULKNER TREASNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111 HORTON DRIVEAddressLine1
CityYORKTOWN HEIGHTSCity
StateNYState
ZIP Code10598ZIPCode
FieldValueIRS element (for citing)
Telephone Number9142485128TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50563CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years45218CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years28310CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40729CurrentTaxYearMinus1Year
Current Tax Year23575CurrentTaxYear
Total188395Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50563CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years45218CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years28310CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40729CurrentTaxYearMinus1Year
Current Tax Year23575CurrentTaxYear
Total188395Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total19434AmountsSubstContributorsTotal
Public Support Total170168961PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1721CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1589CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years775CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year438CurrentTaxYearMinus1Year
Current Tax Year137CurrentTaxYear
Total4660Total
FieldValueIRS element (for citing)
Total Support193055TotalSupport
Gross Receipts From Admissions Etc204241GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.87520PublicSupportPertcentage170
Public Support Pertcent Prior Year0.86110PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1DINNER DANCENameOfEvent1
Gross Receipts Event19579GrossReceiptsEvent1
Gross Revenue Event19579GrossRevenueEvent1
Name Of Event2HARLEM WIZARDSNameOfEvent2
Gross Receipts Event214391GrossReceiptsEvent2
Gross Revenue Event214391GrossRevenueEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Total23970GrossReceiptsTotal
Gross Revenue Total Events23970GrossRevenueTotalEvents
Net Income Summary23970NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4SAVINGS ACCOUNT INTEREST 137..
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS INTERMEDIATE SCHOOL. GRANTEE ADDRESS: ROUTE 202 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: POWER LIBRARIES. DATE OF GIFT: 10/12/11. AMOUNT GIVEN: 15,190.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS MIDDLE SCHOOL. GRANTEE ADDRESS: ROUTE 202 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: RACHEL'S CHALLENGE. DATE OF GIFT: 02/23/11. AMOUNT GIVEN: 2,640.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS MIDDLE SCHOOL. GRANTEE ADDRESS: ROUTE 202 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: DESTINATION IMAGINATION. DATE OF GIFT: 06/09/11. AMOUNT GIVEN: 1,800.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS MIDDLE SCHOOL. GRANTEE ADDRESS: ROUTE 202 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: MUSIC - IPADS & PERIFERALS. DATE OF GIFT: 09/07/11. AMOUNT GIVEN: 5,499.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS MIDDLE SCHOOL. GRANTEE ADDRESS: ROUTE 202 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: COMPUTER LAB. DATE OF GIFT: 10/25/11. AMOUNT GIVEN: 1,107.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS MIDDLE SCHOOL. GRANTEE ADDRESS: ROUTE 139 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FURNITURE & FIXTURES. DATE OF GIFT: 01/17/11. AMOUNT GIVEN: 664.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS HIGH SCHOOL. GRANTEE ADDRESS: ROUTE 139 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AUTHOR'S DAY. DATE OF GIFT: 04/28/11. AMOUNT GIVEN: 1,650.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS HIGH SCHOOL. GRANTEE ADDRESS: ROUTE 139 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EXCEL AWARDS (6). DATE OF GIFT: 06/07/11. AMOUNT GIVEN: 6,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS HIGH SCHOOL. GRANTEE ADDRESS: ROUTE 139 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: RECOGNITION AWARD. DATE OF GIFT: 07/22/11. AMOUNT GIVEN: 200.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SOMERS CENTRAL SCHOOL DISTRICT. GRANTEE ADDRESS: ROUTE 139 SOMERS, NY 10589. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AFRICAN MASK MAKING. DATE OF GIFT: 01/17/11. AMOUNT GIVEN: 7,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 41,750.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: ADVERTISING. AMOUNT: 1,248. DESCRIPTION: BANK CHARGES, SUPPLIES & FILING FEES. AMOUNT: 192. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 157. TOTAL TO FORM 990-EZ, LINE 16: 1,597.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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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