Civic Intelligence

Otto Eldred Education Foundation

990 • Fiscal year 2020 • EIN 27-1290356

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

Organization Profile
143 R L Sweitzer DriveDuke Center, PA 16729

(814) 817-1380

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-99%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.4%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

6.8%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$456,687

Up $35,568 (+8.4%) from 2019

Net Assets

Up

$456,687

Up $35,568 (+8.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Up

$7,982

Up $506 (+6.8%) from 2019

Expenses

Down

$15,893

Down $810 (-4.8%) from 2019

Net Income

Up

-$7,911

Up $1,316 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2018: $366,013Liabilities 2018: $0Net Assets 2018: $366,0132018Assets 2019: $421,119Liabilities 2019: $0Net Assets 2019: $421,1192019Assets 2020: $456,687Liabilities 2020: $0Net Assets 2020: $456,6872020Assets 2021: $496,380Liabilities 2021: $0Net Assets 2021: $496,3802021

Highlighted filing

2020

Assets$456,687
Liabilities$0
Net Assets$456,687
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $278,228Expenses 2018: $7,112Net Income 2018: $271,1162018Revenue 2019: $7,476Expenses 2019: $16,703Net Income 2019: -$9,2272019Revenue 2020: $7,982Expenses 2020: $15,893Net Income 2020: -$7,9112020Revenue 2021: $4,687Expenses 2021: $19,087Net Income 2021: -$14,4002021

Highlighted filing

2020

Revenue$7,982
Expenses$15,893
Net Income-$7,911
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.1
Gross Receipts
$7,982
Mission and Program Overview

Mission

To receive and allocate resources that serve to promote and complement scholastic excellence by expanding learning opportunities, by maximizing student and staff potential, and by advancing the fine work already underway in the otto-eldred public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$415,501$447,647▲ $32,146
Cash and Non-Interest-Bearing Accounts$5,618$9,040▲ $3,422
Total Assets$421,119$456,687▲ $35,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$421,119$456,687▲ $35,568
Total Net Assets Fund Balance$421,119$456,687▲ $35,568
Total Liabilities and Net Assets / Fund Balance$421,119$456,687▲ $35,568
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Steven HepferPresident
Philip LabellaVice President
Anne SlavinDirector
Elizabeth MurphyDirector
Martha WolfDirector
Matt SplainDirector
Maureen RaughtDirector
Barb CloseSecretary
Kathleen SchelanderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,940
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$0
All Other Contributions
$7,940
Change in Net Assets
$-7,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,300
Other Expenses$6,593
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$9,300--$9,300
Fees for Service Investment Mgmnt Fees$5,832--$5,832
Fees for Services Other$400--$400
Fees for Services Accounting$305--$305
Office Expenses$56--$56
Total Functional Expenses$15,893$0$0$15,893
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is provided to the governing body for review prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interst statements are reviewed and updated annually.”

Form 990 availability to public Part VI line 18

“Form 990 available for public review upon request within a reasonable timeframe.”

Governing documents etc available to public Part VI line 19

“PROVIDED UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Otto-eldred Education Foundation
EIN
27-1290356
Address
143 R L SWEITZER DRIVE, DUKE CENTER, PA 16729

Signing Officer

Name
Steven Hepfer
Title
President
Phone
8148171380
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Haggs Tax Team LLC
Address
41 Mechanic Street PO Box 533, Eldred, PA 16731
Preparer
Patricia Gold EA AFSP
Phone
8142254970
Raw XML Appendix345 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RECEIVE AND ALLOCATE RESOURCES THAT SERVE TO PROMOTE AND COMPLEMENT SCHOLASTIC EXCELLENCE BY EXPANDING LEARNING OPPORTUNITIES, BY MAXIMIZING STUDENT AND STAFF POTENTIAL, AND BY ADVANCING THE FINE WORK ALREADY UNDERWAY IN THE OTTO-ELDRED PUBLIC SCHOOLS.
IRS990/AllOtherContributionsAmt07940
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KATHLEEN SCHELANDER
IRS990/BooksInCareOfDetail/PhoneNum08148171380
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0143 R L SWEITZER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUKE CENTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016729
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05618
IRS990/CashNonInterestBearingGrp/EOYAmt09040
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07940
IRS990/CYGrantsAndSimilarPaidAmt09300
IRS990/CYInvestmentIncomeAmt042
IRS990/CYOtherExpensesAmt06593
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7911
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt015893
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07982
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0RECEIVED AND ADMINISTERED FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE OTTO-ELDRED SCHOOL DISTRICT BY AWARDING SCHOLARSHIPS TO ELIGIBLE STUDENTS. IN 2020 15 SCHOLARSHIPS WERE AWAREDED TO ELIGIBLE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt015893
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0305
IRS990/FeesForServicesAccountingGrp/TotalAmt0305
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0400
IRS990/FeesForServicesOtherGrp/TotalAmt0400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05832
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05832
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0MAUREEN RAUGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE SLAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTHA WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm4MATT SPLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm5PHILIP LABELLA
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVEN HEPFER
IRS990/Form990PartVIISectionAGrp/PersonNm7BARB CLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN SCHELANDER
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt09300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09300
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07982
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt042
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0415501
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0447647
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RECEIVE AND ALLOCATE RESOURCES THAT SERVE TO PROMOTE AND COMPLEMENT SCHOLASTIC EXCELLENCE BY EXPANDING LEARNING OPPORTUNITIES, BY MAXIMIZING STUDENT AND STAFF POTENTIAL, AND BY ADVANCING THE FINE WORK ALREADY UNDERWAY IN THE OTTO-ELDRED PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0421119
IRS990/NetAssetsOrFundBalancesEOYAmt0456687
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt043479
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0421119
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0456687
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt056
IRS990/OfficeExpensesGrp/TotalAmt056
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07449
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010800
IRS990/PYInvestmentIncomeAmt027
IRS990/PYOtherExpensesAmt05903
IRS990/PYRevenuesLessExpensesAmt0-9227
IRS990/PYTotalExpensesAmt016703
IRS990/PYTotalRevenueAmt07476
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-7911
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04357
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018960
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60030
IRS990ScheduleA/PublicSupportPY170Pct00.51770
IRS990ScheduleA/PublicSupportTotal170Amt028479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028479
IRS990ScheduleA/TotalSupportAmt047439
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt021
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt022
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0SCHOLARSHIPS FOR EDUCATIONAL ADVANCEMENT
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTERST STATEMENTS ARE REVIEWED AND UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AVAILABLE FOR PUBLIC REVIEW UPON REQUEST WITHIN A REASONABLE TIMEFRAME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0421119
IRS990/TotalAssetsEOYAmt0456687
IRS990/TotalAssetsGrp/BOYAmt0421119
IRS990/TotalAssetsGrp/EOYAmt0456687
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07940
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015893
IRS990/TotalFunctionalExpensesGrp/TotalAmt015893
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0421119
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456687
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015893
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07982
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0421119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0456687
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN HEPFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08148171380
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTO-ELDRED EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OTTO
ReturnHeader/Filer/EIN0271290356
ReturnHeader/Filer/USAddress/AddressLine1Txt0143 R L SWEITZER DRIVE
ReturnHeader/Filer/USAddress/CityNm0DUKE CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016729
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461691742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haggs Tax Team LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Mechanic Street PO Box 533
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eldred
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016731
ReturnHeader/PreparerPersonGrp/PhoneNum08142254970
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Gold EA AFSP
ReturnHeader/ReturnTs02021-05-03T12:54:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEPFER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,687
Liabilities
$0
Net assets
$456,687
Revenue
$7,982
Expenses
$15,893
Net income
-$7,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.05$0.19$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.07$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.78$0.07$2.71