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Nonprofiteer
← NEW BERLIN EDUCATION FOUNDATION INC

Form 990 for tax year 2023

Filed by NEW BERLIN EDUCATION FOUNDATION INC.

Totals

Total revenue
$273,535
Total expenses
$224,831
Contributions and grants received
$179,508
Grants paid
$138,236
Program service revenue
$0
Investment income
$2,087
Other revenue
$91,940
Total assets, end of year
$203,987
Total liabilities, end of year
$5,000
Net assets or fund balances, end of year
$198,987
Program services expenses (Part IX)
$147,938
Management and general expenses
$67,133
Fundraising expenses
$9,760
Program service expenses (Part III)
$147,938

Program services were 65.8% 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

    $44,706

  • 1f · All other contributions, gifts and grants

    $134,802

  • 1g · Noncash contributions included above

    $60,101

  • 3 · Investment income

    total $855 · excluded $855

  • 7a · Gross sales of assets other than inventory

    securities $1,232

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,232

  • 7d · Net gain or loss

    total $1,232 · excluded $1,232

  • 8a · Fundraising events: gross income

    $116,064

  • 8a · Fundraising events: contributions included on line 1c

    $44,706

  • 8b · Fundraising events: direct expenses

    $24,124

  • 8c · Net income from fundraising events

    total $91,940 · excluded $91,940

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $138,236 · program services $138,236

  • 11f · Fees: investment management

    total $1,271 · management and general $1,271

  • 11g · Fees: other

    total $5,044 · management and general $5,044

  • 12 · Advertising and promotion

    total $168 · management and general $168

  • 13 · Office expenses

    total $926 · program services $798 · management and general $128

  • 14 · Information technology

    total $3,026 · fundraising $3,026

  • 19 · Conferences, conventions and meetings

    total $110 · management and general $110

  • 24a · Other expenses: IN KIND EXPENSES

    total $60,101 · management and general $60,101

  • 24b · Other expenses: PROGRAM FEES

    total $8,904 · program services $8,904

  • 24c · Other expenses: BANK CHARGES & MERCHANT

    total $3,433 · management and general $5 · fundraising $3,428

  • 24d · Other expenses: PRINTING

    total $1,961 · fundraising $1,961

  • 24e · All other expenses

    total $1,651 · management and general $306 · fundraising $1,345

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,669 · end of year $62,056

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $295

  • 12 · Investments: other securities

    beginning of year $73,288 · end of year $141,636

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $3,000

  • 19 · Deferred revenue

    beginning of year $0 · end of year $2,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $140,957 · end of year $198,987

Mission and programs · 2023

Mission

TO SUPPORT AND STRENGTHEN EXCELLENCE IN EDUCATION, ATHLETICS AND EXTRA-CURRICULARS THROUGHTOUT THE SCHOOL DISTRICT OF NEW BERLIN BY INCREASING FINANCIAL SUPPORT, AWARENESS AND ADVOCACY. THE FOUNDATION SEEKS TO RAISE FUNDING THROUGH INDIVIDUALS, ORGANIZATIONS, AND CORPORATIONS TO HELP PROVIDE ABOVE AND BEYOND PROGRAMMING FOR STUDENTS THAT IS NOT COVERED THROUGH PUBLIC FUNDING.

  • IMPACT GRANTS TO SUPPORT INITIATIVES ABOVE AND BEYOND REGULAR PROGRAMMING FOR ALL FOUR ELEMENTARY SCHOOLS AS WELL AS AT THE DISTRICT LEVEL TO PREPARE STUDENTS FOR A SUCESSFUL FUTURE.

    Expenses $16,679 · Grants $16,679

  • SCHOLARSHIP PROGRAMS TO HELP WITH COLLEGE TUITION, BOOKS OR EDUCATIONAL FEES ASSOCIATED WITH EDUCATION BEYOND HIGH SCHOOL.

    Expenses $15,000 · Grants $15,000

  • Expenses $116,259 · Grants $106,556

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

Listed in Part VII

  • Guy Couillard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Chuck Stadler

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kelli Kwiatkowski

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robert Brenton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Damion Forrest

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amanda Mazurkiewicz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brady Reinke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Cordero

    DIRECTOR

    Total calculated
    $75,126
    From this org
    $60,101
    From related orgs
    $15,025
    Other
    $0
    Hours/week
    32 + 8 related

  • Patrick Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

  • SCHOOL DISTRICT OF NEW BERLIN

    $92,020

    TO ASSIST ORGANIZATION

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.

  • NEW BERLIN SCHOOL DISTRICT

    170(C)(1) · SCHOOL DISTRICT · WI

Provenance

Return type
form_990
Tax year
2023
Filed
28 June 2024
IRS schema version
2023v5.1
Source object
202401849349301400

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