THE PHILADELPHIA EDUCATION FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE PHILADELPHIA EDUCATION FUND (EIN 22-2567982)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349309460
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-05-15T13:09:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BRICKSTONE SQUARE SUITE 103 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222567982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILADELPHIA EDUCATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2156651400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 ARCH STREET 700N | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARAH JIMENEZ | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2156651400 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE BURNETT | PreparerPersonNm |
| PTIN | P01079018 | PTIN |
| Phone | 9786202000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FARAH JIMENEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 ARCH STREET 700N | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,405,203 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILAEDFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CREATES EQUITABLE ACCESS TO OPPORTUNITIES FOR STUDENTS THAT BUILD PATHS TO COLLEGE AND CAREER SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,629,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,326,536 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $608,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,323,491 | CYProgramServiceRevenueAmt |
| PY Investment Income | $433,442 | PYInvestmentIncomeAmt |
| CY Investment Income | $370,163 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,985 | PYOtherRevenueAmt |
| CY Other Revenue | $81,544 | CYOtherRevenueAmt |
| PY Total Revenue | $4,683,877 | PYTotalRevenueAmt |
| CY Total Revenue | $5,101,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $695,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $852,996 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,595,729 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,927,271 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $148,937 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,273,001 | PYOtherExpensesAmt |
| CY Other Expenses | $1,281,327 | CYOtherExpensesAmt |
| PY Total Expenses | $4,564,204 | PYTotalExpensesAmt |
| CY Total Expenses | $5,061,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $119,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,864,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,350,614 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,283,918 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $884,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,581,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,466,549 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE PHILADELPHIA EDUCATION FUND (PEF) IS TO CREATE EQUITABLE ACCESS TO OPPORTUNITIES FOR STUDENTS BY PROVIDING RESOURCES AND EXPERTISE THAT BUILD PATHS TO COLLEGE AND CAREER SUCCESS. PEF FOCUSES ON PHILADELPHIA PUBLIC SCHOOL STUDENTS ATTENDING SCHOOLS WITH LOW GRADUATION, POSTSECONDARY PERSISTENCE, COLLEGE ENROLLMENT, AND COLLEGE COMPLETION RATES. PEF FULFILLS ITS MISSION BY EMBEDDING A COLLEGE AND CAREER GOING FRAMEWORK IN THE PHILADELPHIA PUBLIC SCHOOL SYSTEM; DELIVERING IN PERSON, SCHOOL BASED, AND VIRTUAL SUPPORTS; ALIGNING SECONDARY AND POSTSECONDARY INSTRUCTION; PROVIDING SCHOLARSHIP AID; AND SUPPORTING STUDENTS, EDUCATORS, DISTRICTS, AND COMMUNITIES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,427,849 | ExpenseAmt |
| Grant | $719,067 | GrantAmt |
| Revenue | $1,334,464 | RevenueAmt |
| Desc | DIRECT SERVICES TO STUDENTS: THE GOAL OF PEF'S DIRECT SERVICES TO STUDENTS IS TO CREATE PATHWAYS TO COLLEGE AND CAREER BY EQUIPPING PHILADELPHIA PUBLIC SCHOOL STUDENTS WITH THE GUIDANCE, PREPARATION, AND FINANCIAL RESOURCES NEEDED TO PURSUE POSTSECONDARY EDUCATION. DURING THE REPORTING PERIOD, PEF PROVIDED COLLEGE ADVISING, PREPARATORY WORKSHOPS, STANDARDIZED TEST PREPARATION, ACADEMIC ENRICHMENT, AND HANDS ON ASSISTANCE TO AN ESTIMATED 8,000-10,000 STUDENTS (ESTIMATE), IN PARTNERSHIP WITH THE SCHOOL DISTRICT OF PHILADELPHIA, HIGHER EDUCATION INSTITUTIONS, COMMUNITY ORGANIZATIONS, AND BUSINESSES.PEF'S SHORT TERM OBJECTIVE IS TO INCREASE STUDENTS' COLLEGE READINESS, ENROLLMENT, AND AFFORDABILITY; ITS LONG TERM OBJECTIVE IS TO IMPROVE POSTSECONDARY PERSISTENCE AND COMPLETION FOR STUDENTS FROM HISTORICALLY UNDER RESOURCED SCHOOLS. THROUGH THE PHILADELPHIA SCHOLARS PROGRAM, PEF STEWARDED AN ENDOWMENT THAT AWARDED LAST DOLLAR, GAP FILLING SCHOLARSHIPS TO MORE THAN 100 STUDENTS ANNUALLY AND SUPPORTED RECIPIENTS THROUGH WORKSHOPS, MENTORING, RESOURCE SHARING, AND ASSISTANCE ACCESSING LEVERAGED THIRD PARTY SCHOLARSHIPS. IN THE REPORTING YEAR, PEF DISTRIBUTED $625,000 IN SCHOLARSHIP AID, REDUCING FINANCIAL BARRIERS TO COLLEGE ENROLLMENT AND PERSISTENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,049,615 | ExpenseAmt |
| Grant | $133,929 | GrantAmt |
| Desc | TEACHING AND LEARNING:THROUGH ITS TEACHING AND LEARNING AND SCHOOL SERVICES PROGRAMMING, PEF SUPPORTS SCHOOLS, EDUCATORS, AND NONPROFIT PARTNERS IN BUILDING COLLEGE GOING, CAREER READY SCHOOL CULTURES. DURING THE YEAR, PEF PROVIDED PROFESSIONAL DEVELOPMENT, TECHNICAL ASSISTANCE, AND CAPACITY BUILDING SUPPORTS TO AN ESTIMATED 300-400 EDUCATORS AND SCHOOL STAFF.THE SHORT TERM OBJECTIVE OF THIS WORK IS TO STRENGTHEN EDUCATOR PRACTICE AND ALIGN INSTRUCTION WITH COLLEGE AND CAREER EXPECTATIONS; THE LONG TERM OBJECTIVE IS TO EMBED SUSTAINABLE COLLEGE AND CAREER GOING SYSTEMS WITHIN PHILADELPHIA PUBLIC SCHOOLS. BY STRENGTHENING TEACHING AND LEARNING ENVIRONMENTS, PEF MULTIPLIES THE IMPACT OF ITS DIRECT STUDENT SERVICES AND ADVANCES ITS CHARITABLE MISSION TO IMPROVE EDUCATIONAL OUTCOMES CITYWIDE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,477,464 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILADELPHIA EDUCATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156651400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 ARCH STREET 700N | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| FARAH JIMENEZ | |||||||
| PRESIDENT AND CEO | 35.00 | Yes (X) | $198,581 | $0 | $23,823 | ||
| BRYAN DEFONEY | |||||||
| VP OF PROGRAMS | 35.00 | Yes (X) | $116,200 | $0 | $5,167 | ||
| DAVID GARBE | |||||||
| DIRECTOR, MCKINNEY CENTER | 35.00 | $116,400 | $0 | $5,255 | Yes (X) | ||
| ASIM Z HAQUE | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOANN MITCHELL | |||||||
| VICE CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM BALL | |||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIANA MOSELY-WILLIAMS | |||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHERYL L BAXTER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK BLASKEY | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN BRADLEY | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VALERIE BROWN | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD CORCORAN | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RIPLEY DWYER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN LORENZ-FISHER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP GABLER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN G GINELLI | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LA-TOYA P HACKNEY | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRAD HODGE | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALQUON HODGES | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS MORRISON | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PEDRO RIVERA | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHAWN SAMUEL | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARGARET STEELE | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRANDEN SWEETSER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY TOMBASCO | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY TYLER-BENNS | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GREG VERNICK | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $431,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,245 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,500 | FundraisingAmt |
| Government Grants | $1,545,369 | GovernmentGrantsAmt |
| All Other Contributions | $1,725,667 | AllOtherContributionsAmt |
| Total Contributions | $3,326,536 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,323,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,323,491 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,323,491 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,781 | TotalRevenueColumnAmt |
| Exclusion | $305,781 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $269,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,382 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,382 | TotalRevenueColumnAmt |
| Exclusion | $64,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $104,922 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,351 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,571 | TotalRevenueColumnAmt |
| Exclusion | $70,571 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,973 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,973 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,101,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,334,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $440,734 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,996 | TotalAmt |
| Program Services | $852,996 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,368 | TotalAmt |
| Program Services | $233,357 | ProgramServicesAmt |
| Management And General | $66,674 | ManagementAndGeneralAmt |
| Fundraising | $33,337 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,074 | TotalAmt |
| Program Services | $2,173,051 | ProgramServicesAmt |
| Management And General | $7,020 | ManagementAndGeneralAmt |
| Fundraising | $22,003 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,606 | TotalAmt |
| Program Services | $57,825 | ProgramServicesAmt |
| Management And General | $4,262 | ManagementAndGeneralAmt |
| Fundraising | $519 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,199 | TotalAmt |
| Program Services | $106,665 | ProgramServicesAmt |
| Management And General | $7,687 | ManagementAndGeneralAmt |
| Fundraising | $847 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,024 | TotalAmt |
| Program Services | $193,263 | ProgramServicesAmt |
| Management And General | $17,175 | ManagementAndGeneralAmt |
| Fundraising | $3,586 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,444 | TotalAmt |
| Management And General | $12,444 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,861 | TotalAmt |
| Program Services | $85,076 | ProgramServicesAmt |
| Management And General | $65,942 | ManagementAndGeneralAmt |
| Fundraising | $23,843 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,286 | TotalAmt |
| Program Services | $262,962 | ProgramServicesAmt |
| Management And General | $112,440 | ManagementAndGeneralAmt |
| Fundraising | $54,884 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,808 | TotalAmt |
| Program Services | $16,673 | ProgramServicesAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,484 | TotalAmt |
| Program Services | $58,020 | ProgramServicesAmt |
| Management And General | $5,132 | ManagementAndGeneralAmt |
| Fundraising | $332 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,836 | TotalAmt |
| Program Services | $12,137 | ProgramServicesAmt |
| Management And General | $9,327 | ManagementAndGeneralAmt |
| Fundraising | $3,372 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,402 | TotalAmt |
| Program Services | $78,270 | ProgramServicesAmt |
| Management And General | $27,202 | ManagementAndGeneralAmt |
| Fundraising | $930 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,284 | TotalAmt |
| Program Services | $77,206 | ProgramServicesAmt |
| Management And General | $1,051 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,735 | TotalAmt |
| Program Services | $82,768 | ProgramServicesAmt |
| Management And General | $24,967 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,566 | TotalAmt |
| Management And General | $20,566 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,790 | TotalAmt |
| Program Services | $178 | ProgramServicesAmt |
| Management And General | $11,610 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORIA AND STIPENDS | $95,329 | $95,229 | $100 | |
| DUES AND SUBSCRIPTIONS | $84,980 | $72,329 | $11,551 | $1,100 |
| REPAIRS AND MAINTENANCE | $19,755 | $13,375 | $6,229 | $151 |
| TAXES | $250 | $250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,517 | TotalAmt |
| Program Services | $6,084 | ProgramServicesAmt |
| Management And General | $23,429 | ManagementAndGeneralAmt |
| Fundraising | $4,004 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,061,594 | TotalAmt |
| Program Services | $4,477,464 | ProgramServicesAmt |
| Management And General | $435,193 | ManagementAndGeneralAmt |
| Fundraising | $148,937 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,989 | BOYAmt |
| EOY | $295,451 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,863,071 | BOYAmt |
| EOY | $1,312,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,669 | BOYAmt |
| EOY | $942 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,129 | BOYAmt |
| EOY | $1,513,833 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,373 | BOYAmt |
| EOY | $42,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $449,112 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $439,825 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,255 | BOYAmt |
| EOY | $9,287 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,778,138 | BOYAmt |
| EOY | $10,594,129 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,331 | BOYAmt |
| EOY | $582,410 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,864,955 | BOYAmt |
| EOY | $14,350,614 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,577 | BOYAmt |
| EOY | $142,240 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,337 | BOYAmt |
| EOY | $167,508 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,004 | BOYAmt |
| EOY | $574,317 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,918 | BOYAmt |
| EOY | $884,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,004 | BOYAmt |
| EOY | $1,871,537 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,347,033 | BOYAmt |
| EOY | $11,595,012 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,581,037 | BOYAmt |
| EOY | $13,466,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,864,955 | BOYAmt |
| EOY | $14,350,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $40,140 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $845,372 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,839,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,186,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,794,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,629,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,326,536 | CurrentTaxYearAmt |
| Total | $18,776,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,839,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,186,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,794,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,629,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,326,536 | CurrentTaxYearAmt |
| Total | $18,776,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,232,588 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,544,252 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $409,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $305,781 | CurrentTaxYearAmt |
| Total | $1,320,869 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,571 | CurrentTaxYearAmt |
| Total | $72,556 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $10,973 | CurrentTaxYearAmt |
| Total | $10,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,181,238 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,915,259 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2024 AMOUNT: $ 10,973. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,120 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,705 | DepreciationAmt |
| Book Value | $9,287 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,287 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES - OPERATING, NET | Desc |
| Amt | $574,317 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $574,317 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,060,393 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $845,372 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $78,936 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $924,308 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,136,085 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$34,351 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$34,351 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,101,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,174,881 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $78,936 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $34,351 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $113,287 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,061,594 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,061,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ED FUND IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ED FUND IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES. MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE ED FUND AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR FURTHER DISCLOSURES IN THE NOTES TO THE FINANCIAL STATEMENTS. THE ED FUND FILES ANNUAL INFORMATION RETURNS WHICH ARE SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY PERIODS ARE CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE ED FUND IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS PRIOR TO 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -34,351. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 34,351. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EDUCATE PHILLY GALA | Event1Nm |
| Gross Receipts Event1 | $160,422 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $55,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $104,922 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,543 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $19,808 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $160,422 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,922 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,543 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,351 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $70,571 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Cash Grant | $852,996 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PHILADELPHIA EDUCATION FUND (PEF) SCHOLARS PROGRAM PROVIDES NEED-BASED, "LAST DOLLAR" SCHOLARSHIPS TO GRADUATES OF 12 PUBLIC AND CHARTER HIGH SCHOOLS ACROSS PHILADELPHIA. SINCE ITS INCEPTION IN 1990, PEF HAS AWARDED MORE THAN $18 MILLION TO MORE THAN 4,000 STUDENTS. IN ADDITION TO PROVIDING SCHOLARSHIP DOLLARS TO ATTEND COLLEGE, THE SCHOLARS PROGRAM PROVIDES ONGOING COLLEGE SUPPORT THROUGH WORKSHOPS AND 1-1 COUNSELING. SCHOLARSHIP DISBURSEMENTS ARE MADE FOR THE FALL AND SPRING SEMESTERS DIRECTLY TO THE RECIPIENT'S COLLEGE. IF THE STUDENT'S ENROLLMENT STATUS CHANGES, THE COLLEGE'S FINANCIAL AID OFFICE IS REQUESTED TO CONTACT PEF AND RETURN THE SCHOLARSHIP CHECK.THE SCHOLARS PROGRAM ALSO WORKS IN CONJUNCTION WITH PEF'S COLLEGE ACCESS PROGRAM, WHICH HELPS STUDENTS SUCCESSFULLY APPLY AND MATRICULATE TO COLLEGE VIA IN-PERSON COUNSELING, COLLEGE VISITS, FAFSA AND FINANCIAL AID WORKSHOPS, AND RELATED SUPPORT FROM 9TH THROUGH 12TH GRADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARAH JIMENEZ | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $198,581 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,080 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,743 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $222,404 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT FOR THE BOARD OF DIRECTORS BETWEEN ITS REGULAR MEETINGS, WITH THE EXCEPTION OF TO ACT ON MATTERS COMMITTED BY RESOLUTION OF THE BOARD OF DIRECTORS TO ANOTHER COMMITTEE OF THE BOARD OF DIRECTORS AND TO APPROVE FUNDAMENTAL TRANSACTIONS. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND OTHER SUCH DIRECTORS AS THE BOARD OF DIRECTORS MAY DESIGNATE FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE DRAFT OF THE FORM 990 AND REQUIRED SCHEDULES ARE DISTRIBUTED ELECTRONICALLY TO EACH VOTING BOARD MEMBER THROUGH EMAIL TO REVIEW AND PROVIDE COMMENTS, QUESTIONS, AND CONCERNS. DUE TO TIMING, THE BOD COMPLETED REVIEW AFTER SUBMITTING THE FORM 990 TO THE IRS IN ORDER TO MEET FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ED FUND REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST FORM ANNUALLY. IN ADDITION, THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO TIMELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT. ANY CONFLICTS DISCLOSED ARE REVIEWED BY THE ED FUND'S EXECUTIVE COMMITTEE WHERE A FINAL DETERMINATION IS MADE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY THE ED FUND EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY DATA OF OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE, THE BUDGET, AND THE RECOMMENDATIONS MADE BY AN OUTSIDE EXECUTIVE RECRUITING AGENCY. SUBSEQUENT INCREASES AND BONUSES RELY ON THAT SAME COMPARABILITY DATA, ARE APPROVED BY THE EXECUTIVE COMMITTEE, AND ARE TIMELY DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ED FUND MAKES CERTAIN GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
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