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Nonprofiteer
← VOCATE EDUCATION SOLUTIONS INC

Form 990 for tax year 2023

Filed by VOCATE EDUCATION SOLUTIONS INC.

Totals

Total revenue
$587,953
Total expenses
$541,919
Contributions and grants received
$587,953
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$300,054
Total liabilities, end of year
$153,557
Net assets or fund balances, end of year
$146,497
Program services expenses (Part IX)
$531,248
Management and general expenses
$10,671
Fundraising expenses
$0
Program service expenses (Part III)
$531,248

Program services were 98.0% 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.

  • 1f · All other contributions, gifts and grants

    $587,953

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $250 · management and general $250

  • 11c · Fees: accounting

    total $9,713 · management and general $9,713

  • 13 · Office expenses

    total $244 · management and general $244

  • 14 · Information technology

    total $3,004 · program services $2,540 · management and general $464

  • 24a · Other expenses: EDUCATIONAL PROGRAMS

    total $521,708 · program services $521,708

  • 24b · Other expenses: ACCREDITATION EXPENSE

    total $7,000 · program services $7,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $138,124 · end of year $146,911

  • 4 · Accounts receivable

    beginning of year $55,000 · end of year $25,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,577 · end of year $128,143

  • 10a · Land, buildings and equipment: cost or other basis

    $1,699

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,699

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $61,126 · end of year $25,523

  • 19 · Deferred revenue

    beginning of year $87,112 · end of year $128,034

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $100,463 · end of year $146,497

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $95,000

  • SEE SCHEDULE O

    Expenses $77,500

  • SEE SCHEDULE O

    Expenses $65,000

  • Expenses $293,748

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas Rametta

    PRESIDENT

    Total calculated
    $1,530,352
    From this org
    $0
    From related orgs
    $1,503,143
    Other
    $27,209
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $695,538 related
    Bonus
    $0 + $807,605 related
    Other
    $0
    Deferred
    $0 + $12,158 related
    Nontaxable benefits
    $0 + $15,051 related
    Filer's total
    $0 + $1,530,352 related

  • Darlyne Bailey

    CHAIR OF THE BOARD

    Total calculated
    $70,000
    From this org
    $0
    From related orgs
    $70,000
    Other
    $0
    Hours/week
    3 + 15 related

  • Theodore L Polin

    VICE CHAIR OF THE BOARD (THRU 12/23)

    Total calculated
    $60,000
    From this org
    $0
    From related orgs
    $60,000
    Other
    $0
    Hours/week
    2 + 15 related

  • Hugh Campbell

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Karen Mincey

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Saundra Wall Williams

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Stephen Burghardt

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Christopher Hawk MD

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Sheila McDevitt

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 10 related

  • Terence Byrd

    BOARD MEMBER (BEG 1/23)

    Total calculated
    $47,043
    From this org
    $0
    From related orgs
    $47,043
    Other
    $0
    Hours/week
    2 + 10 related

  • Alexandra Schaffrath

    TREASURER

    Total calculated
    $826,441
    From this org
    $0
    From related orgs
    $795,069
    Other
    $31,372
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,438 related
    Bonus
    $0 + $333,631 related
    Other
    $0
    Deferred
    $0 + $8,285 related
    Nontaxable benefits
    $0 + $23,087 related
    Filer's total
    $0 + $826,441 related

  • Nicole M Anzuoni

    SECRETARY

    Total calculated
    $799,512
    From this org
    $0
    From related orgs
    $777,378
    Other
    $22,134
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,018 related
    Bonus
    $0 + $326,360 related
    Other
    $0
    Deferred
    $0 + $6,498 related
    Nontaxable benefits
    $0 + $15,636 related
    Filer's total
    $0 + $799,512 related

  • Jeffrey B Reese

    ASSISTANT CORPORATE SECRETARY

    Total calculated
    $209,773
    From this org
    $0
    From related orgs
    $206,906
    Other
    $2,867
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,383 related
    Bonus
    $0 + $27,523 related
    Other
    $0
    Deferred
    $0 + $2,215 related
    Nontaxable benefits
    $0 + $652 related
    Filer's total
    $0 + $209,773 related

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

The filer's explanations (Part III)

PART I LINE 3
THE PRESIDENT'S COMPENSATION FOR HIS ROLE WITH A RELATED ORGANIZATION IS DETERMINED AND ESTABLISHED BY THE RELATED ORGANIZATION. SUCH COMPENSATION WAS REVIEWED AND APPROVED BY THE RELATED ORGANIZATION'S HRBC (HUMAN RESOURCES, BENEFITS, & COMPENSATION) COMMITTEE OF ITS BOARD OF DIRECTORS, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, AFTER REVIEWING COMPARABLE COMPENSATION INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. THE FIRM PROVIDED THAT INFORMATION BASED ON ITS PERFORMANCE OF A STUDY FOR THE COMMITTEE TO EVALUATE THE COMPENSATION LEVELS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS WERE CONTEMPORANEOULSLY DOCUMENTED.

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

No itemized grants to organizations on this return.

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.

  • UMA EDUCATION INC

    501(C)(3) · SCHOOL · FL · controlled entity

    Directly controlled by CLINICAL AND PATIENT EDUCATORS ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349309493

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