Form 990 for tax year 2023
Filed by LANCASTER-LEBANON EDUCATION FOUNDATION.
Totals
- Total revenue
- $168,501
- Total expenses
- $266,603
- Contributions and grants received
- $163,766
- Grants paid
- $254,659
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $4,735
- Total assets, end of year
- $378,486
- Total liabilities, end of year
- $179,898
- Net assets or fund balances, end of year
- $198,588
- Program services expenses (Part IX)
- $254,659
- Management and general expenses
- $11,944
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $254,659
Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$9,345
-
1f · All other contributions, gifts and grants
$154,421
-
1g · Noncash contributions included above
$9,345
-
8a · Fundraising events: gross income
$15,599
-
8a · Fundraising events: contributions included on line 1c
$9,345
-
8b · Fundraising events: direct expenses
$10,864
-
8c · Net income from fundraising events
total $4,735 · excluded $4,735
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $254,659 · program services $254,659
-
11c · Fees: accounting
total $7,100 · management and general $7,100
-
12 · Advertising and promotion
total $65 · management and general $65
-
13 · Office expenses
total $2,999 · management and general $2,999
-
23 · Insurance
total $1,780 · management and general $1,780
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $334,260 · end of year $374,715
-
3 · Pledges and grants receivable
beginning of year $3,905 · end of year $3,620
-
4 · Accounts receivable
beginning of year $13,554 · end of year $151
-
17 · Accounts payable and accrued expenses
beginning of year $75 · end of year $1,107
-
18 · Grants payable
beginning of year $54,954 · end of year $178,791
-
27 · Net assets without donor restrictions
beginning of year $114,364 · end of year $132,785
-
28 · Net assets with donor restrictions
beginning of year $182,326 · end of year $65,803
Mission and programs · 2023
Mission
LANCASTER-LEBANON EDUCATION FOUNDATION (LLEF) PROVIDES FINANCIAL AND OTHER SUPPORT TO ENHANCE LEARNING OPPORTUNITIES AND EDUCATIONAL PROGRAMS THAT BENEFIT AND IMPROVE THE LIVES OF STUDENTS OF ALL AGES WITHIN IU13 AND/OR SCHOOL DISTRICTS IN LANCASTER/LEBANON COUNTIES.
-
COMMUNITY INVESTMENT GRANT - LLEF ACTED AS FISCAL AGENT FOR A COMMUNITY INVESTMENT GRANT FROM THE UNITED WAY OF LANCASTER COUNTY, WHICH HELPS IU13'S COMMUNITY EDUCATION PROGRAM PROVIDE PROGRAMMING FOR LOCAL REFUGEES AND IMMIGRANTS, SPECIFICALLY CULTURAL NAVIGATION SERVICES AND LEADERSHIP TRAINING FOR REFUGEES IN THE COMMUNITY.
Expenses $51,034 · Grants $51,034
-
RE-ENTRY STEM COMMUNITY PROJECT FROM STEINMAN FOUNDATION STEM ALLIANCE ADVISORY BOARD PROVIDED FUNDING FOR PRE-RELEASE EMPLOYMENT AND CAREER PLANNING FOR INMATES AT THE LANCASTER COUNTY PRISON. SERVICES INCLUDE CAREER COUNSELING, OCCUPATIONAL SKILLS TRAINING, INDUSTRY-CERTIFIED CREDENTIAL PROGRAMS, WITH THE GOAL OF HELPING REENTRANTS ACHIEVE FINANCIAL STABILITY SOON AFTER RELEASE FROM PRISON.
Expenses $45,000 · Grants $45,000
-
COMMUNITY EDUCATION GRANT FROM TRUIST BANK PROVIDED FUNDING FOR THE CONTINUATION OF THE CAREER PATHWAYS FOR ENGLISH LEARNERS PROGRAM FOR REFUGEE ARRIVALS FROM VARIOUS COUNTRIES. SERVICES INCLUDE CULTURAL NAVIGATION, CASE MANAGEMENT, AND INTEGRATED EDUCATION AND TRAINING PROGRAMS, WITH A GOAL OF HELPING PARTICIPANTS REACH FINANCIAL SECURITY AND ECONOMIC MOBILITY.
Expenses $45,000 · Grants $45,000
-
ASSISTIVE TECHNOLOGY - PURCHASE OF DEVICES, SOFTWARE, OR EQUIPMENT FOR STUDENTS IN IU13 CLASSROOMS. SOME EXAMPLES OF ASSISTIVE TECHNOLOGY ARE TEXT-TO-SPEECH, WORD PREDICTION, AND EVEN PENCIL GRIPS. COMMUNITY EDUCATION/STUDENT ASSISTANCE - SUPPORT FOR ADULTS, FAMILIES, AND YOUTH TO HELP THEM MEET THEIR INDIVIDUAL GOALS, SUCH AS ATTAINING A HIGH SCHOOL EQUIVALENCY DIPLOMA, IMPROVING FLUENCY IN ENGLISH, GAINING U.S. CITIZENSHIP, AND/OR STRENGTHENING JOB SKILLS. EARLY INTERVENTION / ELECT = FINANCIAL SUPPORT FOR FAMILIES OF AND CHILDREN UNDER AGE SIX WITH DISABILITIES AND/OR THE NEED FOR SPECIALLY DESIGNED INSTRUCTION. MINI-GRANTS/EDUCATIONAL INNOVATION GRANTS - GRANT AWARDS TO IU13 STAFF TO FOSTER EDUCATIONAL INNOVATION OR SUPPORT A CREATIVE PROJECT WITHIN IU13 EDUCATIONAL PROGRAMS. REFUGEE CENTER - SUPPORT FOR REFUGEES AND IMMIGRANTS SERVED THROUGH IU13 COMMUNITY EDUCATION TO HELP THEM ACCESS COMMUNITY RESOURCES. SOCIAL WORK FUND/SEASON OF HOPE - IN PARTNERSHIP WITH IU13 SOCIAL WORKERS, FINANCIAL SUPPORT IS PROVIDED TO FAMILIES OF IU13 STUDENTS WHO NEED CLOTHING, FOOD, DIAPERS, BILLS, RENT, AND OTHER NECESSITIES. ECSES & IS PROGRAM SUPPORT - SUPPORT FOR PURCHASE OF MATERIALS AND SUPPLIES BY IU13'S SPECIAL EDUCATION SERVICES AND INSTRUCTIONAL SERVICES PROGRAMS.
Expenses $113,625 · Grants $113,625
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sherry ZubeckSHERRY ZUBECK
IU13 LIASON
- Total calculated
- $287,144
- From this org
- $0
- From related orgs
- $192,415
- Other
- $94,729
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $192,415 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $94,729 related
- Filer's total
- not reported + $287,144 related
-
Joey BertrandJOEY BERTRAND
EXEC DIR AT
- Total calculated
- $262,843
- From this org
- $0
- From related orgs
- $169,875
- Other
- $92,968
- Hours/week
- 6 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $169,875 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $92,968 related
- Filer's total
- not reported + $262,843 related
-
Kathryn NeyerKATHRYN NEYER
TREASURER
- Total calculated
- $161,208
- From this org
- $0
- From related orgs
- $112,120
- Other
- $49,088
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $112,120 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $49,088 related
- Filer's total
- not reported + $161,208 related
-
Kristina SlickKRISTINA SLICK
VICE-CHAIR/S
- Total calculated
- $140,832
- From this org
- $0
- From related orgs
- $89,010
- Other
- $51,822
- Hours/week
- 3 + 40 related
-
Rebecca BrewerREBECCA BREWER
DIRECTOR
- Total calculated
- $133,535
- From this org
- $0
- From related orgs
- $76,742
- Other
- $56,793
- Hours/week
- 2 + 40 related
-
Amanda PaveglioAMANDA PAVEGLIO
DIRECTOR
- Total calculated
- $132,114
- From this org
- $0
- From related orgs
- $84,813
- Other
- $47,301
- Hours/week
- 2 + 40 related
-
Christina DimitriouCHRISTINA DIMITRIOU
DIRECTOR
- Total calculated
- $120,402
- From this org
- $0
- From related orgs
- $82,377
- Other
- $38,025
- Hours/week
- 2 + 40 related
-
Maritza GarciaMARITZA GARCIA
DIRECTOR
- Total calculated
- $96,289
- From this org
- $0
- From related orgs
- $48,024
- Other
- $48,265
- Hours/week
- 2 + 40 related
-
Bradden WeaverBRADDEN WEAVER
DIRECTOR
- Total calculated
- $88,400
- From this org
- $0
- From related orgs
- $55,104
- Other
- $33,296
- Hours/week
- 2 + 40 related
-
Colette CairnsCOLETTE CAIRNS
PAST-PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Kathy DinkelKATHY DINKEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Janice EstabrookJANICE ESTABROOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Anna Niesley FultonANNA NIESLEY FULTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jane HessJANE HESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pat JacobsPAT JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pam McCartneyPAM MCCARTNEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Sherri WilliamsSHERRI WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LANCASTER-LEBANON IU-13
$196,838
VARIOUS GRANTS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LANCASTER-LEBANON IU 13
EDUCATION · PA
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540909349300954
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