Civic Intelligence

Kutztown Area School District Education Foundation Inc.

990 • Fiscal year 2017 • EIN 23-3068301

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization ProfileWWW.KASDEDFOUNDATION.ORG
251 Long LnKutztown, PA 19530

(610) 683-7341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-9.9%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,305,907

Up $267,651 (+26%) from 2016

Net Assets

Up

$1,305,907

Up $267,651 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Down

$261,313

Down $28,818 (-9.9%) from 2016

Expenses

Down

$50,290

Down $30,529 (-38%) from 2016

Net Income

Up

$211,023

Up $1,711 (+0.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $678,690Liabilities 2011: $0Net Assets 2011: $678,6902011Assets 2012: $651,143Liabilities 2012: $0Net Assets 2012: $651,1432012Assets 2013: $719,319Liabilities 2013: $0Net Assets 2013: $719,3192013Assets 2014: $787,025Liabilities 2014: $0Net Assets 2014: $787,0252014Assets 2015: $862,876Liabilities 2015: $0Net Assets 2015: $862,8762015Assets 2016: $1,038,256Liabilities 2016: $0Net Assets 2016: $1,038,2562016Assets 2017: $1,305,907Liabilities 2017: $0Net Assets 2017: $1,305,9072017Assets 2018: $1,140,325Liabilities 2018: $0Net Assets 2018: $1,140,3252018Assets 2019: $1,320,503Liabilities 2019: $0Net Assets 2019: $1,320,5032019Assets 2020: $1,300,497Liabilities 2020: $0Net Assets 2020: $1,300,4972020Assets 2021: $1,593,290Liabilities 2021: $0Net Assets 2021: $1,593,2902021Assets 2022: $1,358,580Liabilities 2022: $0Net Assets 2022: $1,358,5802022Assets 2023: $1,476,746Liabilities 2023: $0Net Assets 2023: $1,476,7462023Assets 2024: $1,715,941Liabilities 2024: $0Net Assets 2024: $1,715,9412024

Highlighted filing

2017

Assets$1,305,907
Liabilities$0
Net Assets$1,305,907
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $29,511Expenses 2011: $39,759Net Income 2011: -$10,2482011Expenses 2012: $48,4252012Expenses 2013: $43,5782013Revenue 2014: $85,372Expenses 2014: $48,666Net Income 2014: $36,7062014Revenue 2015: $150,452Expenses 2015: $45,827Net Income 2015: $104,6252015Revenue 2016: $290,131Expenses 2016: $80,819Net Income 2016: $209,3122016Revenue 2017: $261,313Expenses 2017: $50,290Net Income 2017: $211,0232017Revenue 2018: $474,862Expenses 2018: $649,569Net Income 2018: -$174,7072018Revenue 2019: $286,910Expenses 2019: $103,459Net Income 2019: $183,4512019Revenue 2020: $122,332Expenses 2020: $122,983Net Income 2020: -$6512020Revenue 2021: $166,387Expenses 2021: $127,328Net Income 2021: $39,0592021Revenue 2022: $277,246Expenses 2022: $173,890Net Income 2022: $103,3562022Revenue 2023: $192,446Expenses 2023: $124,669Net Income 2023: $67,7772023Revenue 2024: $232,316Expenses 2024: $127,905Net Income 2024: $104,4112024

Highlighted filing

2017

Revenue$261,313
Expenses$50,290
Net Income$211,023
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$261,313
Mission and Program Overview

Mission

To enhance educational opportunities in the district's schools and communities and to recognize the superior achievements of district students and alumni.

To assist in developing and increasing educational opportunities in the kutztown area school district, the commonwealth of pennsylvania or any other government entity ordinarily makes sufficient appropriations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$904,506$981,070▲ $76,564
Savings and Temporary Cash Investments$133,750$324,837▲ $191,087
Total Assets$1,038,256$1,305,907▲ $267,651
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$421,135$651,247▲ $230,112
Permanently Rstr Net Assets$366,797$366,797→ $0
Unrestricted Net Assets$250,324$287,863▲ $37,539
Total Net Assets Fund Balance$1,038,256$1,305,907▲ $267,651
Total Liabilities and Net Assets / Fund Balance$1,038,256$1,305,907▲ $267,651
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Benjamin HaasPresident
Steve FenstermacherVice President
Andrew BrettDirector
Diane HaringDirector
Jaquline Landis-garciaDirector
Lynn SilanDirector
Robert GottlundDirector
Robert GrimDirector
Brenda a Winkler EddExeutive Director
Sheila FultonSecretary
Jason FeiertagTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,396
Program Service Revenue
$0
Investment Income
$43,917
Other Revenue
$0
All Other Contributions
$217,396
Change in Net Assets
$211,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$261,313
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$56,628
Total Revenue per Audited Statements
$317,941
Total Revenue per Form 990
$261,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,146
Other Expenses$13,144
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,350--$28,350
Grants to Domestic Orgs$8,796--$8,796
Office Expenses-$5,758-$5,758
Fees for Service Investment Mgmnt Fees-$4,666-$4,666
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$220-$220
Total Functional Expenses$37,146$13,144$0$50,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$50,290
Total Expenses per Audited Statements$50,290
Total Expenses per Form 990$50,290
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kutztown Area School District-170(b)(1)(a)(ii)School District Capital Projects$8,796
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation's form 990 is made available to the governing body.”

Form 990, Part VI, Section C, Line 18

“The foundation's form 990 is available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kutztown Area School District
EIN
23-3068301
Phone
6106837341
Address
251 LONG LN, KUTZTOWN, PA 19530

Signing Officer

Name
Benjamin Haas
Title
President
Phone
6106837341
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Haas
Formed
2001
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer
Ruthann J Woll
Phone
6103761595
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

“The organization did not have any instances where backup withholding was required; however, if the situation would arise, the organization is aware of the reporting requirements and would handle that accordingly.”

Form 990, Part XI, Line 1

“Client accounting method is modified cash.”

Form 990, Part XII, Line 2C

“The oversight process of the audit of financial statements and selection of an independent accountant has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization, including whether the entity is exempt from income taxes. Management evaluated the tax positions taken and concluded that the organization had taken no uncertain tax positions that required recognition or disclosure in the financial statements. Therefore, no provisions or liability for income taxes has been included in the financial statements. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before june 30, 2013.”

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST IN DEVELOPING AND INCREASING EDUCATIONAL OPPORTUNITIES IN THE KUTZTOWN AREA SCHOOL DISTRICT, THE COMMONWEALTH OF PENNSYLVANIA OR ANY OTHER GOVERNMENT ENTITY ORDINARILY MAKES SUFFICIENT APPROPRIATIONS.
IRS990/AllOtherContributionsAmt0217396
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TREASURER
IRS990/BooksInCareOfDetail/PhoneNum04846484040
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0172 W KUTZTOWN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0KUTZTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019530
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0217396
IRS990/CYGrantsAndSimilarPaidAmt037146
IRS990/CYInvestmentIncomeAmt043917
IRS990/CYOtherExpensesAmt013144
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0211023
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050290
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261313
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL PURPOSES: TO ASSIST IN DEVELOPING AND INCREASING EDUCATIONAL OPPORTUNITIES IN THE KUTZTOWN AREA SCHOOL DISTRICT FOR ITS STUDENTS, FACULTY, AND THE GENERAL PUBLIC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt037146
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04666
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04666
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BENJAMIN HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE FENSTERMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm2SHEILA FULTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON FEIERTAG
IRS990/Form990PartVIISectionAGrp/PersonNm4BRENDA A WINKLER EDD
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT GRIM
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT GOTTLUND
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNN SILAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DIANE HARING
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDREW BRETT
IRS990/Form990PartVIISectionAGrp/PersonNm10JAQULINE LANDIS-GARCIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt028462
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt037146
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028350
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028350
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08796
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08796
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028462
IRS990/GrossReceiptsAmt0261313
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt015455
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015455
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0904506
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0981070
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST IN DEVELOPING AND INCREASING EDUCATIONAL OPPORTUNITIES IN THE KUTZTOWN AREA SCHOOL DISTRICT FOR ITS STUDENTS, FACULTY, AND GENERAL PUBLIC AND TO RECIEVE, HOLD, AND ADMINISTER GIFTS OR PROPERTY PRIMARILY FOR PURPOSES OTHER THAN THOSE WHICH THE KUTZTOWN AREA SCHOOL DISTRICT, THE COMMONWEALTH OF PENNSYLVANIA OR ANY OTHER GOVERNMENT ENTITY ORDINARILY MAKES SUFFICIENT APPROPRIATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01038256
IRS990/NetAssetsOrFundBalancesEOYAmt01305907
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028462
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028462
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056628
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05758
IRS990/OfficeExpensesGrp/TotalAmt05758
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0220
IRS990/OtherExpensesGrp/TotalAmt0220
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0366797
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0366797
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BENJAMIN HAAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0259372
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062784
IRS990/PYInvestmentIncomeAmt030759
IRS990/PYOtherExpensesAmt018035
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0209312
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt080819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0290131
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0211023
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0324837
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KUTZTOWN AREA SCHOOL DISTRICT EDUCATION FOUNDATION (KASDEF) FUNDAMENTALLY FURTHERS THE EXEMPT PURPOSE OF THE KUTZTOWN AREA SCHOOL DISTRICT (THE DISTRICT) BY PROVIDING FUNDS TO ASSIST THE EDUCATION AND ADVANCEMENT OF ITS STUDENTS. KASDEF EXCLUSIVELY ASSIST THE DISTRICT AND ITS STUDENTS, NO OTHER ORGANIZATIONS OR GROUP OF INDIVIDUALS. THROUGH THE PENNSYLVANIA EARNED INCOME TAX CREDIT PROGRAM, WHICH REQUIRES THEM TO USE THE FUNDS TO SUPPORT DISTRICT PROGRAMS, KASDEF SUPPORTS THE TECHNOLOGY NEEDS FOR THE DISTRICT TO CONTINUE TO SERVE THEIR STUDENTS AND PROVIDE THEM WITH OPPORTUNITIES TO TEACH AND LEARN ON THE MOST UP TO DATE TECHNOLOGY. ADDITIONALLY, KASDEF RAISES FUNDS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF THE DISTRICT ON AN ANNUAL BASIS. THIS ALLOWS KASDEF TO SUPPORT THE DISTRICTS EFFORTS TO PROVIDE OPPORTUNITIES TO HELP TS STUDENTS ADVANCE TO HIGHER EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WITHOUT KASDEF'S INVOLVEMENT, THE DISTRICT WOULD BE ABLE TO PROVIDE TECHNOLOGY TO THE STUDENTS, HOWEVER, THEIR ABILITY TO REMAIN UP TO DATE WOULD BE HINDERED UNTIL FINDING ANOTHER FUNDING SOURCE. THE DISTRICT WOULD NOT PROVIDE THE SCHOLARSHIPS MENTIONED ABOVE, HOWEVER, THEY DO HAVE OTHER WAYS OF SUPPORTING STUDENTS TO ADVANCE TO HIGHER EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231656293
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08796
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KUTZTOWN AREA SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt08796
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt050290
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt056628
IRS990ScheduleD/RevenueNotReportedAmt056628
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0261313
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISIONS OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt050290
IRS990ScheduleD/TotalRevenuePerForm990Amt0261313
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0317941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt050290
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt08796
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(II)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL DISTRICT CAPITAL PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KUTZTOWN AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0231656293
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0KUTZTOWN SCHOOL DISTRICT REMITS APPROVED INVOICES TO THE EDUCATION FOUNDATION FOR PAYMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLIENT ACCOUNTING METHOD IS MODIFIED CASH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OVERSIGHT PROCESS OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KUTZTOWN AREA SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231656293
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SECONDARY EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0251 LONG LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KUTZTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019530
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0421135
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0651247
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01038256
IRS990/TotalAssetsEOYAmt01305907
IRS990/TotalAssetsGrp/BOYAmt01038256
IRS990/TotalAssetsGrp/EOYAmt01305907
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0217396
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013144
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037146
IRS990/TotalFunctionalExpensesGrp/TotalAmt050290
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01038256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01305907
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037146
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043917
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261313
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,305,907
Liabilities
$0
Net assets
$1,305,907
Revenue
$261,313
Expenses
$50,290
Net income
$211,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.23$0.13$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.19$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.28$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.29$0.10$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.47$0.65$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.26$0.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.29$0.08$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.15$0.05$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.09$0.05$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.05
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.03$0.04$0.01