Civic Intelligence

The Adam J Lewis Education Foundation

EIN 45-3859767 • 501(c)3 • Bridgeport, CT

Profile

To operate a non-profit organization providing scholarship assistance and funding for educational programs with an interest in serving at-risk or financially disadvantaged children. The foundation is in memory of adam j. Lewis who died in the terrorist attacks on september 11, 2001. Adam was a beneficiary of similar programs which is why this foundation was created in his name.

500 State StreetBridgeport, CT 06604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.31x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

61st percentile

$30,000

Higher top officer pay than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

24th percentile

-7.6%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$605,410

Down $50,074 (-7.6%) from 2017

Liabilities

Up

$187,806

Up $88,756 (+90%) from 2017

Net Assets

Down

$417,604

Down $138,830 (-25%) from 2017

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $115,938 (-100%) from 2017

Expenses

Up

$22,892

Up $2,052 (+9.8%) from 2017

Net Income

Down

-$22,892

Down $117,990 (-124%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $136,756Liabilities 2012: $02012Assets 2013: $651,324Liabilities 2013: $99,000Net Assets 2013: $552,3242013Assets 2014: $604,415Liabilities 2014: $99,000Net Assets 2014: $505,4152014Assets 2015: $581,105Liabilities 2015: $99,000Net Assets 2015: $482,1052015Assets 2016: $560,336Liabilities 2016: $99,000Net Assets 2016: $461,3362016Assets 2017: $655,484Liabilities 2017: $99,050Net Assets 2017: $556,4342017Assets 2018: $605,410Liabilities 2018: $187,806Net Assets 2018: $417,6042018

Highlighted filing

2018

Assets$605,410
Liabilities$187,806
Net Assets$417,604
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $137,152Expenses 2012: $396Net Income 2012: $136,7562012Revenue 2013: $460,092Expenses 2013: $44,524Net Income 2013: $415,5682013Revenue 2014: $51,494Expenses 2014: $98,403Net Income 2014: -$46,9092014Revenue 2015: $0Expenses 2015: $23,310Net Income 2015: -$23,3102015Revenue 2016: $0Expenses 2016: $20,769Net Income 2016: -$20,7692016Revenue 2017: $115,938Expenses 2017: $20,840Net Income 2017: $95,0982017Revenue 2018: $0Expenses 2018: $22,892Net Income 2018: -$22,8922018

Highlighted filing

2018

Revenue$0
Expenses$22,892
Net Income-$22,892
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,410
Liabilities
$187,806
Net assets
$417,604
Revenue
$0
Expenses
$22,892
Net income
-$22,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$6.05$1.88$4.18$0.00$0.23$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.55$0.99$5.56$1.16$0.21$0.95
2016Detailed filing. Detailed filing data is available for this year.$5.60$0.99$4.61$0.00$0.21$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.99$4.82$0.00$0.23$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.99$5.05$0.51$0.98$0.47
2013Summary only. Only limited summary data is available for this year.$6.51$0.99$5.52$4.60$0.45$4.16
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.00$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

To operate a non-profit organization providing scholarship assistance and funding for educational programs with an interest in serving at-risk or financially disadvantaged children. The foundation is in memory of adam j. Lewis who died in the terrorist attacks on september 11, 2001. Adam was a beneficiary of similar programs which is why this foundation is being created in his name.

To operate a non-profit organization providing scholarship assistance and funding for education programs with particular interest in financially disadvantaged students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$539,211$519,157▼ $20,054
Rtn Earn Endowment Incm Other Fnds$556,434$417,604▼ $138,830
Loans From Officers Directors$99,000$99,000→ $0
Cash and Non-Interest-Bearing Accounts$116,273$86,253▼ $30,020
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$655,484$605,410▼ $50,074
Liabilities
Other Liabilities$50$88,806▲ $88,756
Total Liabilities$99,050$187,806▲ $88,756
Net Assets / Fund Balance
Total Net Assets Fund Balance$556,434$417,604▼ $138,830
Total Liabilities and Net Assets / Fund Balance$655,484$605,410▼ $50,074

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$458,045$72,560$530,605
Other Land Buildings$41,492$33,525$75,017
Land$14,000-$14,000
Leasehold Improvements$5,620$727$6,347
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
Julie MombelloSecretary$30,000$30,000
Patricia D LewisPresident$30,000$30,000

Board Members and Trustees

NameTitle
Hilary WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-22,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$20,054--$20,054
Fees for Services Accounting-$2,700-$2,700
Other Expenses-$138-$138
Total Functional Expenses$20,054$2,838$0$22,892
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$99,000$99,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
DUE TO RELATED PARTY: ADAM J. LEWIS ACADEMY, INC.$88,806
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 organization provides a copy of form 990 to the board members for comments prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy which requires its members to sign and disclose any conflicts during the year. A follow up is made if additional information is needed or questioned.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Adam J Lewis Education Foundation
EIN
45-3859767
Phone
2033332211
Address
500 STATE STREET, BRIDGEPORT, CT 06604

Signing Officer

Name
Patricia D Lewis
Title
President
Phone
2033332211
Signed
2019-09-26

Organization Details

Principal Officer
Patricia D Lewis
Formed
2011
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
VENMAN & CO LLC CPA'S
Address
375 BRIDGEPORT AVENUE, SHELTON, CT 06484
Preparer
James G Woods
Phone
2039299945
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 8:

“Upon recent review of the 2017 accounting records by a newly hired cpa firm, it was discovered that the foundation incorrectly reported $115,398 of contributions that should have been reported as income to the adam j. Lewis academy inc. (a related 501(c)3 organization), as the contributions were contributed to the academy. A prior period adjustment is being made on the foundation's books to appropriately reduce contribution revenue for the 2017 overstatement. These contributions have been reported in the adam j. Lewis academy inc.'s form 990 for the year ended june 30, 2018.”

Raw XML Appendix358 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OPERATE A NON-PROFIT ORGANIZATION PROVIDING SCHOLARSHIP ASSISTANCE AND FUNDING FOR EDUCATION PROGRAMS WITH PARTICULAR INTEREST IN FINANCIALLY DISADVANTAGED STUDENTS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICIA LEWIS
IRS990/BooksInCareOfDetail/PhoneNum02033332211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRIDGEPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006604
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IRS990/CashNonInterestBearingGrp/EOYAmt086253
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt022892
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-22892
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020054
IRS990/DepreciationDepletionGrp/TotalAmt020054
IRS990/Desc0TO PROVIDE THE ADAM J. LEWIS PRESCHOOL WITH A SCHOOL AND PLAYGROUND IN ORDER FOR THE STUDENTS TO HAVE A BETTER LEARNING ENVIRONMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA D LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1HILARY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE MOMBELLO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt030000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230000
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0106812
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0539211
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0519157
IRS990/LandBldgEquipCostOrOtherBssAmt0625969
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt099000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt099000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE A NON-PROFIT ORGANIZATION PROVIDING SCHOLARSHIP ASSISTANCE AND FUNDING FOR EDUCATIONAL PROGRAMS WITH AN INTEREST IN SERVING AT-RISK OR FINANCIALLY DISADVANTAGED CHILDREN. THE FOUNDATION IS IN MEMORY OF ADAM J. LEWIS WHO DIED IN THE TERRORIST ATTACKS ON SEPTEMBER 11, 2001. ADAM WAS A BENEFICIARY OF SIMILAR PROGRAMS WHICH IS WHY THIS FOUNDATION WAS CREATED IN HIS NAME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0556434
IRS990/NetAssetsOrFundBalancesEOYAmt0417604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0138
IRS990/OtherExpensesGrp/TotalAmt0138
IRS990/OtherLiabilitiesGrp/BOYAmt050
IRS990/OtherLiabilitiesGrp/EOYAmt088806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA D LEWIS
IRS990/PriorPeriodAdjustmentsAmt0-115938
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0115938
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt020840
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IRS990/PYTotalRevenueAmt0115938
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22892
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0556434
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0417604
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A PRIOR PERIOD ADJUSTMENT WAS RECORDED ON THE 2018 TAX RETURN TO REDUCE OVERSTATED REVENUE REPORTED IN 2017. SEE EXPLANATION FOR PRIOR PERIOD ADJUSTMENT IN SCHEDULE O.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SECTION A, LINE 1, COLUMN D:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040669
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt040669
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040669
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt040669
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0458045
IRS990ScheduleD/BuildingsGrp/DepreciationAmt072560
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0530605
IRS990ScheduleD/LandGrp/BookValueAmt014000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05620
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0727
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06347
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt041492
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033525
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt075017
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt088806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY: ADAM J. LEWIS ACADEMY, INC.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0519157
IRS990ScheduleD/TotalLiabilityAmt088806
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt099000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0REHAB COSTS BLDG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt099000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PATRICIA D LEWIS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT GAVE A NON-INTEREST LOAN OF $99,000 TO THE FOUNDATION TO HELP THE FOUNDATION PURCHASE AND RENOVATE ITS BUILDING. SUBSEQUENT TO YEAR-END, THE PRESIDENT FORGAVE THE BALANCE OF THE LOAN IN FULL AS A CONTRIBUTION TO THE FOUNDATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART II, SUPPLEMENTAL INFORMATION:
IRS990ScheduleL/TotalBalanceDueAmt099000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO THE BOARD MEMBERS FOR COMMENTS PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ITS MEMBERS TO SIGN AND DISCLOSE ANY CONFLICTS DURING THE YEAR. A FOLLOW UP IS MADE IF ADDITIONAL INFORMATION IS NEEDED OR QUESTIONED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON RECENT REVIEW OF THE 2017 ACCOUNTING RECORDS BY A NEWLY HIRED CPA FIRM, IT WAS DISCOVERED THAT THE FOUNDATION INCORRECTLY REPORTED $115,398 OF CONTRIBUTIONS THAT SHOULD HAVE BEEN REPORTED AS INCOME TO THE ADAM J. LEWIS ACADEMY INC. (A RELATED 501(C)3 ORGANIZATION), AS THE CONTRIBUTIONS WERE CONTRIBUTED TO THE ACADEMY. A PRIOR PERIOD ADJUSTMENT IS BEING MADE ON THE FOUNDATION'S BOOKS TO APPROPRIATELY REDUCE CONTRIBUTION REVENUE FOR THE 2017 OVERSTATEMENT. THESE CONTRIBUTIONS HAVE BEEN REPORTED IN THE ADAM J. LEWIS ACADEMY INC.'S FORM 990 FOR THE YEAR ENDED JUNE 30, 2018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 8:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE PART VII FOR METHOD
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA D LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02033332211
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ADAM J LEWIS EDUCATION FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.95.5
ReturnHeader/FilingSecurityInformation/IPDt02019-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:49:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060674034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VENMAN & CO LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 BRIDGEPORT AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02039299945
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G WOODS
ReturnHeader/ReturnTs02019-09-26T09:53:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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