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Nonprofiteer
← LANCASTER-LEBANON EDUCATION FOUNDATION

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 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 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 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 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 Brewer

    DIRECTOR

    Total calculated
    $133,535
    From this org
    $0
    From related orgs
    $76,742
    Other
    $56,793
    Hours/week
    2 + 40 related
  • Amanda Paveglio

    DIRECTOR

    Total calculated
    $132,114
    From this org
    $0
    From related orgs
    $84,813
    Other
    $47,301
    Hours/week
    2 + 40 related
  • Christina Dimitriou

    DIRECTOR

    Total calculated
    $120,402
    From this org
    $0
    From related orgs
    $82,377
    Other
    $38,025
    Hours/week
    2 + 40 related
  • Maritza Garcia

    DIRECTOR

    Total calculated
    $96,289
    From this org
    $0
    From related orgs
    $48,024
    Other
    $48,265
    Hours/week
    2 + 40 related
  • Bradden Weaver

    DIRECTOR

    Total calculated
    $88,400
    From this org
    $0
    From related orgs
    $55,104
    Other
    $33,296
    Hours/week
    2 + 40 related
  • Colette Cairns

    PAST-PRESIDE

    Total calculated
    $0
    Hours/week
    2
  • Kathy Dinkel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Janice Estabrook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Anna Niesley Fulton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jane Hess

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pat Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pam McCartney

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Sherri 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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