Civic Intelligence

Donald Ereutershan Education Tr C/O Banduccikatz & Ferraris LLP

990 • Fiscal year 2022 • EIN 31-6649390

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

Organization Profile
108 Main Street - PO Box 1168Sag Harbor, NY 11963

(631) 725-0145

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,040,310

Down $36,975 (-1.8%) from 2021

Net Assets

Down

$2,040,310

Down $36,975 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin7th percentile

Revenue

Down

$75,123

Down $118,973 (-61%) from 2021

Expenses

Up

$108,378

Up $16,124 (+17%) from 2021

Net Income

Down

-$33,255

Down $135,097 (-133%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,120,067Liabilities 2010: $0Net Assets 2010: $2,120,0672010Assets 2011: $2,015,917Liabilities 2011: $0Net Assets 2011: $2,015,9172011Assets 2014: $2,261,906Liabilities 2014: $0Net Assets 2014: $2,261,9062014Assets 2015: $2,109,698Liabilities 2015: $0Net Assets 2015: $2,109,6982015Assets 2016: $2,202,301Liabilities 2016: $0Net Assets 2016: $2,202,3012016Assets 2017: $2,271,937Liabilities 2017: $0Net Assets 2017: $2,271,9372017Assets 2018: $2,129,844Liabilities 2018: $0Net Assets 2018: $2,129,8442018Assets 2019: $2,284,896Liabilities 2019: $0Net Assets 2019: $2,284,8962019Assets 2020: $2,266,971Liabilities 2020: $2,000Net Assets 2020: $2,264,9712020Assets 2021: $2,077,285Liabilities 2021: $0Net Assets 2021: $2,077,2852021Assets 2022: $2,040,310Liabilities 2022: $0Net Assets 2022: $2,040,3102022Assets 2024: $2,123,276Liabilities 2024: $0Net Assets 2024: $2,123,2762024

Highlighted filing

2022

Assets$2,040,310
Liabilities$0
Net Assets$2,040,310
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$0-$200K-$400KExpenses 2010: $23,8492010Expenses 2011: $70,3332011Revenue 2014: $76,970Expenses 2014: $121,710Net Income 2014: -$44,7402014Revenue 2015: $68,423Expenses 2015: $125,711Net Income 2015: -$57,2882015Revenue 2016: $98,991Expenses 2016: $113,526Net Income 2016: -$14,5352016Revenue 2017: $82,604Expenses 2017: $139,250Net Income 2017: -$56,6462017Revenue 2018: $145,101Expenses 2018: $123,703Net Income 2018: $21,3982018Revenue 2019: -$86,943Expenses 2019: $165,776Net Income 2019: -$252,7192019Revenue 2020: -$488Expenses 2020: $104,912Net Income 2020: -$105,4002020Revenue 2021: $194,096Expenses 2021: $92,254Net Income 2021: $101,8422021Revenue 2022: $75,123Expenses 2022: $108,378Net Income 2022: -$33,2552022Revenue 2024: $167,304Expenses 2024: $117,182Net Income 2024: $50,1222024

Highlighted filing

2022

Revenue$75,123
Expenses$108,378
Net Income-$33,255
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$989,811
Mission and Program Overview

Mission

To promote the education of students in the sag harbor union free school district in the field of visual arts and architecture

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,907,671$1,914,173▲ $6,502
Savings and Temporary Cash Investments$121,830$117,134▼ $4,696
Cash and Non-Interest-Bearing Accounts$47,784$9,003▼ $38,781
Total Assets$2,077,285$2,040,310▼ $36,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,077,285$2,040,310▼ $36,975
Total Net Assets Fund Balance$2,077,285$2,040,310▼ $36,975
Total Liabilities and Net Assets / Fund Balance$2,077,285$2,040,310▼ $36,975
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Denise SchoenTrustee
Gregory N FerrarisTrustee
Marian CassataTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$75,123
Other Revenue
$0
Change in Net Assets
$-33,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,352
Other Expenses$28,026
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,352--$80,352
Fees for Service Investment Mgmnt Fees-$19,580-$19,580
Insurance-$5,680-$5,680
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$16-$16
Total Functional Expenses$80,352$28,026$0$108,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sag Harbor Union Free School DistSag Harbor, NY501c3Visual Arts/architec$80,352
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
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
Yes
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, Page 6, Part VI, Line 9

“Denise schoen 524 montauk highway amagansett, ny 11930 marian cassata 25 south drive sag harbor, ny 11963”

Form 990, Page 6, Part VI, Line 11B

“The trustees review form 990 before it is filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each board member is required to complete a conflict of interest policy at its annual meeting.”

Form 990, Page 6, Part VI, Line 15B

“Compensation of board laison to school district is reviewed on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“The trust's governing documents are available at the offices of gnferraris cpa llc, located at 108 main street in sag harbor, ny; the trust's federal form 990 is available on guidestar database at: (http://www.guidestar.org)”

Filing and Contact Details

Filer

Filer Name
Donald Ereutershan Education Tr
EIN
31-6649390
Phone
6317250145
Address
108 MAIN STREET - PO BOX 1168, SAG HARBOR, NY 11963

Signing Officer

Name
Gregory N Ferraris
Title
Trustee
Phone
6317250145
Signed
2023-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory N Ferraris
Formed
2000
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Gnferraris CPA LLC
Address
PO BOX 1168 - 108 MAIN STREET, SAG HARBOR, NY 11963
Preparer
Gregory Ferraris
Phone
6317250145
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Cost basis adjustments -3,720”

Raw XML Appendix317 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 PROMOTE THE EDUCATION OF STUDENTS IN THE SAG HARBOR UNION FREE SCHOOL DISTRICT IN THE FIELD OF VISUAL ARTS AND ARCHITECTURE
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GNFERRARIS CPA LLC
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0GNFERRARIS CPA LLC
IRS990/BooksInCareOfDetail/PhoneNum06317250145
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0108 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAG HARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011963
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt047784
IRS990/CashNonInterestBearingGrp/EOYAmt09003
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt080352
IRS990/CYInvestmentIncomeAmt075123
IRS990/CYOtherExpensesAmt028026
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-33255
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0108378
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt075123
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDING AN EDUCATIONAL PROGRAM IN THE AREA OF VISUAL ARTS AND ARCHITECHTURE IN THE SAG HARBOR UNION FREE SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt080352
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019580
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019580
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIAN CASSATA
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY N FERRARIS
IRS990/Form990PartVIISectionAGrp/PersonNm2DENISE SCHOEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt08197
IRS990/GainOrLossGrp/SecuritiesAmt0733
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt080352
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080352
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080352
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt08197
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0915421
IRS990/GrossReceiptsAmt0989811
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05680
IRS990/InsuranceGrp/TotalAmt05680
IRS990/InvestmentIncomeGrp/ExclusionAmt066193
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066193
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01907671
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01914173
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0914688
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE THE EDUCATION OF STUDENTS IN THE SAG HARBOR UNION FREE SCHOOL DISTRICT IN THE FIELD OF VISUAL ARTS AND ARCHITECTURE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02077285
IRS990/NetAssetsOrFundBalancesEOYAmt02040310
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08197
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0733
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08930
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02077285
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02040310
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3720
IRS990/OtherExpensesGrp/Desc0NYS DEPT OF LAW FILING
IRS990/OtherExpensesGrp/Desc1FOREIGN FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116
IRS990/OtherExpensesGrp/TotalAmt0250
IRS990/OtherExpensesGrp/TotalAmt116
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GREGORY N FERRARIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064660
IRS990/PYInvestmentIncomeAmt0193999
IRS990/PYOtherExpensesAmt027594
IRS990/PYOtherRevenueAmt097
IRS990/PYRevenuesLessExpensesAmt0101842
IRS990/PYTotalExpensesAmt092254
IRS990/PYTotalRevenueAmt0194096
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-33255
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121830
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0117134
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0116002002
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt080352
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAG HARBOR UFSD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SAG HARBOR UFSD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt080352
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt080352
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VISUAL ARTS/ARCHITEC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAG HARBOR UNION FREE SCHOOL DIST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0SAG HARBOR UNION FREE SCHOOL DIST
IRS990ScheduleI/RecipientTable/RecipientEIN0116002002
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 JERMAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0200 JERMAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAG HARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd011963
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: SAG HARBOR UNION FREE SCHOOL DISTRICT (H) PURPOSE OF GRANT OR ASSISTANCE: FUNDING FOR VARIOUS PROJECTS IN PROMOTING EDUCATION IN THE SAG HARBOR UFSD IN THE FIELD OF VISUAL ARTS & ARCHITECTURE 80,352.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DENISE SCHOEN 524 MONTAUK HIGHWAY AMAGANSETT, NY 11930 MARIAN CASSATA 25 SOUTH DRIVE SAG HARBOR, NY 11963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF BOARD LAISON TO SCHOOL DISTRICT IS REVIEWED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE AT THE OFFICES OF GNFERRARIS CPA LLC, LOCATED AT 108 MAIN STREET IN SAG HARBOR, NY; THE TRUST'S FEDERAL FORM 990 IS AVAILABLE ON GUIDESTAR DATABASE AT: (HTTP://WWW.GUIDESTAR.ORG)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST BASIS ADJUSTMENTS -3,720
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02077285
IRS990/TotalAssetsEOYAmt02040310
IRS990/TotalAssetsGrp/BOYAmt02077285
IRS990/TotalAssetsGrp/EOYAmt02040310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028026
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080352
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02077285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02040310
IRS990/TotalProgramServiceExpensesAmt080352
IRS990/TotalRevenueGrp/ExclusionAmt074390
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0733
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075123
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02077285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02040310
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0108 MAIN STREET
IRS990/USAddress/AddressLine2Txt0108 MAIN STREET
IRS990/USAddress/CityNm0SAG HARBOR
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011963
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY N FERRARIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06317250145
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD EREUTERSHAN EDUCATION TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GNFERRARIS LLC
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0316649390
ReturnHeader/Filer/PhoneNum06317250145
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 MAIN STREET - PO BOX 1168
ReturnHeader/Filer/USAddress/CityNm0SAG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113461756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GNFERRARIS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1168 - 108 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAG HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011963
ReturnHeader/PreparerPersonGrp/PhoneNum06317250145
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY FERRARIS
ReturnHeader/ReturnTs02023-05-12T16:16:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERRARIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,040,310
Liabilities
$0
Net assets
$2,040,310
Revenue
$75,123
Expenses
$108,378
Net income
-$33,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.17$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.08$0.11$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.19$0.09$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.26$0.00$0.10$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.09$0.17$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.15$0.12$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.08$0.14$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$0.10$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.08$0.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.02