SOMERS EDUCATION FOUNDATION INC: Form 990EZ, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SOMERS EDUCATION FOUNDATION INC (EIN 13-3878488)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201113189349203566
Schema version
2010v3.2
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)
Timestamp2011-11-14T17:48:43-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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
TitleTREASURERTitle
Phone9142485128Phone
Date Signed2011-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN R KOZERA CPAName
Phone8452791640Phone
Date Prepared2011-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
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 Receipts79106GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc40729ContributionsGiftsGrantsEtc
Investment Income438InvestmentIncome
Fundraising Gross Income37939FundraisingGrossIncome
Special Events Direct Expenses30347SpecialEventsDirectExpenses
Special Events Net Income Loss7592SpecialEventsNetIncomeLoss
Total Revenue48759TotalRevenue
Grants And Similar Amounts Paid50409GrantsAndSimilarAmountsPaid
Printing Publications Postage4084PrintingPublicationsPostage
Other Expenses Total1049OtherExpensesTotal
Total Expenses55542TotalExpenses
Excess Or Deficit For Year-6783ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY100733NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY93950NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY100733BOY
EOY93950EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY100733BOY
EOY93950EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY100733BOY
EOY93950EOY
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
"A DAY IN CLAY" IS A CUSTOM-DESIGNED PROGRAM WITH A RENOWNED LOCAL ARTIST AND THE SOMERS INTERMEDIATE SCHOOL THAT CONNECTS THE CREATIVE PROCESS OF DESIGN, FORM & FUNCTION WITH THE SCHOOL'S ENGLISH, SOCIAL STUDIES AND ARTS & SCIENCES CIRRICULA.119500
MUSIC GRANT FOR THE HIGH SCHOOL PROVIDED FUNDS TO PURCHASE ELECTRONICS, IPODS FOR THE HEARING IMPAIRED AND BAND GEAR ENABLING A COMPLIMENT TO A VARIETY OF MUSICAL INSTRUMENTS, RECORDING EQUIPMENT AND INSTRUMENT PLAY ASSESSMENT.113870
"GREENHOUSE" FOR THE HIGH SCHOOL INVOLVED THE PURCHASE OF A REAL, FULLY-FUNCTIONAL GREENHOUSE USED BY SCIENCE & BIOLOGY TEACHERS FOR LESSONS IN HORTICULTURE, AGRICULTURE, SEED GERMINATION AND RELATED SUBJECTS.100000
GRANTS FOR INNOVATIVE EDUCATIONAL PROJECTS & COMPETITIONS170720
FieldValueIRS element (for citing)
Total Program Service Expenses0TotalProgramServiceExpenses
Info In Schedule O Part IVXInfoInScheduleOPartIV

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
STEVE ROLANDO
2 MOORE DRIVEYORKTOWN HEIGHTSNY10598PRESIDENT10.00000
GLENN HINTZE
2 SEMINARY LANEGRANITE SPRINGSNY10527VICE PRESIDENT10.00000
WILLIAM FAULKNER
11 HORTON DRIVEYORKTOWN HEIGHTSNY10598TREASURER5.00000
SERENA MEYER
21 COLONIAL DRIVEKATONAHNY10536RECORDING SECTY5.00000
DAVE SAMMEL
35 ROME AVE 1BBEDFORD HILLSNY10507CORRESP SECTY1.00000
KAY STAPLIN
128 FOXWOOD CIRCLEMT KISCONY10549TRUSTEE0.00000
SUSAN KOLAR
1 TITUS COURTKATONAHNY10536TRUSTEE0.00000
BRUCE HELLER
2 DR TONYS ROADKATONAHNY10536TRUSTEE0.00000
LIZ OLINTO
10 PUTNEY WAYBALDWIN PLACENY10505TRUSTEE0.00000
DEBBIE ASHLEY
3 LONDONDERRY LANESOMERSNY10589TRUSTEE0.00000
JEFF FELDMAN
6 RICHARD SOMERS ROADGRANITE SPRINGSNY10527TRUSTEE0.00000
JUD SIEBERT
18 SEMINARY LANEGRANITE SPRINGSNY10527TRUSTEE0.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
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
Transaction With Control Entity0TransactionWithControlEntity
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 Years18476CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years50563CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years45218CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28310CurrentTaxYearMinus1Year
Current Tax Year40729CurrentTaxYear
Total183296Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18476CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years50563CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years45218CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28310CurrentTaxYearMinus1Year
Current Tax Year40729CurrentTaxYear
Total183296Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total21225AmountsSubstContributorsTotal
Public Support Total170162071PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years402CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1721CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1589CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year775CurrentTaxYearMinus1Year
Current Tax Year438CurrentTaxYear
Total4925Total
FieldValueIRS element (for citing)
Total Support188221TotalSupport
Gross Receipts From Admissions Etc237265GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.86110PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93790PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsXSpecialFundraisingEvents

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1DINNER DANCENameOfEvent1
Gross Receipts Event120303GrossReceiptsEvent1
Charitable Contributions Event111606CharitableContributionsEvent1
Gross Revenue Event18697GrossRevenueEvent1
Rent Facility Costs Event110032RentFacilityCostsEvent1
Entertainment Event175EntertainmentEvent1
Other Direct Expenses Event12099OtherDirectExpensesEvent1
Name Of Event2GOLF OUTINGNameOfEvent2
Gross Receipts Event217225GrossReceiptsEvent2
Charitable Contributions Event27815CharitableContributionsEvent2
Gross Revenue Event29410GrossRevenueEvent2
Rent Facility Costs Event29332RentFacilityCostsEvent2
Other Direct Expenses Event2232OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events8578GrossReceiptsOtherEvents
Charitable Contrib Other Events0CharitableContribOtherEvents
Gross Revenue Other Events8578GrossRevenueOtherEvents
Entertainment Other Events5000EntertainmentOtherEvents
Other Direct Expenses Other Events542OtherDirectExpensesOtherEvents
Gross Receipts Total46106GrossReceiptsTotal
Charitable Contributions Total19421CharitableContributionsTotal
Gross Revenue Total Events26685GrossRevenueTotalEvents
Rent Facility Costs Total Events19364RentFacilityCostsTotalEvents
Entertainment Total Events5075EntertainmentTotalEvents
Other Direct Expenses Total Events2873OtherDirectExpensesTotalEvents
Direct Expense Summary Events27312DirectExpenseSummaryEvents
Net Income Summary-627NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4SAVINGS ACCOUNT INTEREST 438..
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: A DAY IN CLAY. DATE OF GIFT: 06/21/10. AMOUNT GIVEN: 11,950.
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: 01/05/10. AMOUNT GIVEN: 1,500.
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: JERZEES. DATE OF GIFT: 04/19/10. AMOUNT GIVEN: 1,447.
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: EXCEL AWARDS. DATE OF GIFT: 06/08/10. AMOUNT GIVEN: 1,000.
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: 05/19/10. AMOUNT GIVEN: 1,750.
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: RED RIBBON WEEK WRISTBANDS. DATE OF GIFT: 09/20/10. AMOUNT GIVEN: 280.
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: GREEN POWER PROJECT. DATE OF GIFT: 01/10/10. AMOUNT GIVEN: 745.
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: MODEL UN CLUB TRIP. DATE OF GIFT: 01/21/10. AMOUNT GIVEN: 1,350.
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: MUSIC GRANT FOR CHOIR. DATE OF GIFT: 03/31/10. AMOUNT GIVEN: 3,500.
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: HUDSON TALBOTT AUTHOR'S DAY. DATE OF GIFT: 04/22/10. AMOUNT GIVEN: 1,500.
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: MUSIC - ELECTRONICS. DATE OF GIFT: 04/27/10. AMOUNT GIVEN: 1,469.
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: MUSIC - BAND GEAR. DATE OF GIFT: 05/12/10. AMOUNT GIVEN: 5,200.
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: GREENHOUSE. DATE OF GIFT: 05/17/10. AMOUNT GIVEN: 10,000.
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: EXCEL AWARDS (4). DATE OF GIFT: 06/08/10. AMOUNT GIVEN: 4,000.
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: MUSIC - IPODS FOR HEARING IMPAIRED. DATE OF GIFT: 08/06/10. AMOUNT GIVEN: 4,023.
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: MUSIC - IPAD. DATE OF GIFT: 09/01/10. AMOUNT GIVEN: 695. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,409.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: ADVERTISING. AMOUNT: 575. DESCRIPTION: BANK CHARGES, SUPPLIES & FILING FEES. AMOUNT: 104. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 370. TOTAL TO FORM 990-EZ, LINE 16: 1,049.

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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