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Nonprofiteer
← LANCASTER EDUCATION FOUNDATION

Form 990 for tax year 2023

Filed by LANCASTER EDUCATION FOUNDATION.

Totals

Total revenue
$779,507
Total expenses
$566,111
Contributions and grants received
$721,559
Grants paid
$263,958
Program service revenue
$0
Investment income
$52,926
Other revenue
$5,022
Total assets, end of year
$2,380,640
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,380,640
Program services expenses (Part IX)
$359,942
Management and general expenses
$144,321
Fundraising expenses
$61,848
Program service expenses (Part III)
$359,942

Program services were 63.6% 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.

  • 1b · Membership dues

    $15,103

  • 1e · Government grants (contributions)

    $78,000

  • 1f · All other contributions, gifts and grants

    $628,456

  • 3 · Investment income

    total $52,926 · excluded $52,926

  • 8a · Fundraising events: gross income

    $35,654

  • 8b · Fundraising events: direct expenses

    $30,632

  • 8c · Net income from fundraising events

    total $5,022 · excluded $5,022

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $167,239 · program services $167,239

  • 2 · Grants to domestic individuals

    total $96,719 · program services $96,719

  • 7 · Other salaries and wages

    total $139,001 · program services $47,050 · management and general $54,422 · fundraising $37,529

  • 10 · Payroll taxes

    total $12,646 · program services $4,281 · management and general $4,951 · fundraising $3,414

  • 11g · Fees: other

    total $41,318 · management and general $41,318

  • 12 · Advertising and promotion

    total $10,479 · fundraising $10,479

  • 13 · Office expenses

    total $48,818 · program services $1,018 · management and general $38,549 · fundraising $9,251

  • 19 · Conferences, conventions and meetings

    total $3,526 · program services $1,176 · management and general $1,175 · fundraising $1,175

  • 23 · Insurance

    total $3,906 · management and general $3,906

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $42,459 · program services $42,459

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $142,119 · end of year $148,713

  • 11 · Investments: publicly traded securities

    beginning of year $1,842,908 · end of year $2,231,927

  • 17 · Accounts payable and accrued expenses

    beginning of year $875 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $549,628 · end of year $754,056

  • 28 · Net assets with donor restrictions

    beginning of year $1,434,524 · end of year $1,626,584

Mission and programs · 2023

Mission

THE MISSION OF THE FOUNDATION IS TO SUPPORT TEACHING EXCELLENCE AND STUDENT SUCCESS IN THE SCHOOL DISTRICT OF LANCASTER.

Activities or mission (Part I)

PROVIDE SPECIAL PROGRAMS TO ENHANCE THE EDUCATION OPPORTUNITIES FOR STUDENTS IN THE SCHOOL DISTRICT OF LANCASTER.

  • THE LANCASTER EDUCATION FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT THE MISSION AND PROGRAMS OF THE SCHOOLS OF THE SCHOOL DISTRICT OF LANCASTER, SERVING AS ITS NON-PROFIT PARTNER FOR DISTRICT FUNDRAISING, INCREASING AMOUNTS OF SCHOLARSHIPS AWARDED, SUPPORTING AND INCREASING DUAL ENROLLMENT OPPORTUNITIES AND DEVELOPING A ROBUST MCCASKEY ALUMNI NETWORK IN SUPPORT OF THE SCHOOL DISTRICT OF LANCASTER, ITS STUDENTS AND ITS GRADUATES.

    Expenses $359,942 · Grants $263,958

As filed on the 2023 return.

Listed in Part VII

  • Christine Carrigan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Annette Medina-Plaza

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Justin Reese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Young Meirowitz

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Robin Goodson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jen Kopf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Appleyard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Edgell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Holly White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Sabatini

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Erin Foose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Keith Miles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jihan Owens-Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christina Pantoja Williams

    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

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202530279349301588

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