2024-02-26T09:21:24-06:00 2023-06-30 521544136 BORMEL GRICE & HUYETT PA 14409 GREENVIEW DR STE 201 LAUREL MD 207083293 990 2022-07-01 521819200 THE EDUCATION FOUNDATION OF BALTIMORE COUNTY PUBLIC SCHOOLS INC EDUC 4438098962 105 W CHESAPEAKE AVENUE B-1 TOWSON MD 21204 DEBORAH S PHELPS EXECUTIVE DIRECTOR 4438098962 2024-02-15 1 DEBORAH PHELPS 999009999 0 RAYMOND J PLUMMER CPA P00733054 3019533259 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH S PHELPS 105 W CHESAPEAKE AVENUE B-1 TOWSON MD 21204 742108 0 X WWW.EDUCATIONFOUNDATIONBCPS.ORG X 1992 MD TO SUPPORT IMPROVED EDUCATIONAL OUTCOMES FOR OUR COMMUNITY THROUGH FUNDRAISING, PROGRAMS AND ADVOCACY. TO CONTRIBUTE TO A BRIGHTER FUTURE IN WHICH ALL STUDENTS, EDUCATORS AND SCHOOLS HAVE THE RESOURCES NEEDED FOR SUCCESS. 26 26 0 146 0 0 271057 303723 0 0 72374 34233 44416 60854 387847 398810 65056 66728 0 0 0 0 0 0 39777 172285 256442 237341 323170 150506 75640 1370630 1603731 73987 180147 1296643 1423584 X SEE SCHEDULE O:MISSION: TO SUPPORT IMPROVED EDUCATIONAL OUTCOMES FOR OUR COMMUNITY THROUGH FUNDRAISING, PROGRAMS AND ADVOCACY. VISION: TO CONTRIBUTE TO A BRIGHTER FUTURE IN WHICH ALL STUDENTS, EDUCATORS AND SCHOOLS HAVE THE RESOURCES NEEDED FOR SUCCESS. PURPOSE: TO BUILD AND PROVIDE RESOURCES TO SERVE OUR STUDENTS, EDUCATORS AND SCHOOLS. TO PROVIDE, UNDER FEDERAL AND STATE LAWS, AN APPROPRIATE METHOD TO SOLICIT CHARITABLE CONTRIBUTIONS. 0 0 186040 SEE SCHEDULE O: THE EXCHANGEREE: TEACHER RESOURCE CENTERS THE EXCHANGEREE: GIZMOS AND GADGETS GALORE IS A MULTI-FACETED INITIATIVE CONSISTING OF TWO COLLABORATIVE EDUCATORS RESOURCE CENTERS IN WINDSOR MILL AND ROSEDALE, MARYLAND, SUPPORTING ALL BALTIMORE COUNTY PUBLIC SCHOOLS STUDENTS AND EDUCATORS. THIS INITIATIVE REACHES OUT TO THE COMMUNITY TO SUPPORT FOUR CAMPAIGNS PROVIDING AN INCREASED AWARENESS OF THE NEED OF TEACHER/STUDENT SUPPLIES AND RESOURCES IN THE CLASSROOM IMPACTING ACADEMIC SUCCESS, SOCIAL-EMOTIONAL WELL-BEING AND HEALTH AWARENESS. TOOLS FOR SCHOOLS: FURNISHES BASIC SUPPLIES/RESOURCES FOR STUDENTS/TEACHERS CLASSROOMS ALLOWING THEM TO BE PREPARED FOR LEARNING WITH CONFIDENCE AND CONTINUOUS GROWTH. SHARE THE WARMTH:PROVIDES STUDENTS WHO NEED WINTER ACCESSORIES ITEMS TO KEEP WARM, SAFE AND HEALTHY AND HEALTH AND WELLNESS RESOURCES TO ELIMINATE THE SPREAD OF GERMS IMPACTING STUDENTS' HEALTH AND WELL-BEING AND ACADEMIC GROWTH/ACHIEVEMENT. BOOKS FOR BINS: PROVIDES TEACHERS THE OPPORTUNITY TO SELECT AGE-APPROPRIATE BOOKS TO ENHANCE THEIR CLASSROOM LIBRARIES AND PROVIDE BOOKS FOR A STUDENT'S HOME LIBRARY AND FOR SUMMER READING OPPORTUNITIES. THE HUB: THE CENTERS HOST EDUCATOR LEARNING OPPORTUNITIES/EXPERIENCES BUILDING COLLABORATION, TEAM AND COLLEAGIALITY ALONG WITH RESOURCES TO SUPPORT STRATEGIC INITIATIVES. THE EXCHANGEREES ARE SUPPORTED BY THE COMMUNITY BY HOSTING A DRIVE, MAKING A MONETARY DONATION, OR VOLUNTEERING THEIR TIME AND TALENT. 43728 43728 SEE SCHEDULE O: 21ST CENTURY INSTRUCTIONAL GRANTS21ST CENTURY INSTRUCTIONAL INITIATIVE GRANTS ARE AWARDED TO BALTIMORE COUNTY PUBLIC SCHOOLS/OFFICES TO FUND INNOVATIVE PROJECTS NOT FUNDED WITHIN THE SCHOOL BUDGET. THE PROJECTS FUNDED ARE BASED ON ESSENTIAL KNOWLEDGE AND SKILLS STUDENTS MUST HAVE TO BE SUCCESSFUL IN LIFE AND EMPLOYMENT IN THE 21ST CENTURY. THE GRANTS ADDRESS AT LEAST ONE OF THE FOLLOWING INSTRUCTIONAL FOCUSED 21ST CENTURY THEMES: ARTS & CULTURE, CIVIC LITERACY, ENVIRONMENTAL LITERACY, FINANCIAL, ECONOMIC, BUSINESS AND ENTREPRENEURIAL LITERACY, GLOBAL AWARENESS, HEALTH LITERACY AND SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM). 21ST CENTURY INSTRUCTIONAL INITIATIVE GRANTS MUST ADDRESS AN IDENTIFIED NEED THAT IS ALIGNED WITH BCPS GOALS FOR ACADEMICS AND KEY ACTIONS AS STATED IN THE COMPASS/OUT PATHWAY TO EXCELLENCE WITH THE GOAL BEING TO PREPARE EACH CHILD TO GRADUATE READY TO ENTER THEIR CHOSEN CAREER, CAREER TRAINING, MILITARY TRAINING OR CREDIT-BEARING COLLEGE COURSEWORK. THE PROJECTS MUST HAVE CLEAR MEASURABLE GOALS AND OVERALL IMPACT AND POTENTIAL FOR SUCCESSFUL IMPLEMENTATION. PROJECT FUNDS MAY NOT REPLACE NORMAL FUNDING FROM TAX-BASED SOURCES. THE GRANT PROPOSAL SHOULD DESCRIBE A QUANTITATIVE AND/OR QUALITATIVE METHOD TO EVALUATE THE SUCCESS OF THE PROJECT. 23000 23000 SEE SCHEDULE O: SCHOLARSHIPSSCHOLARSHIP OPPORTUNITIES ARE PROVIDED TO BCPS STUDENTS TO ATTEND 2 AND 4 YEAR COLLEGE AND UNIVERSITIES AS WELL AS TECHNICAL AND TRADE SCHOOLS TO OBTAIN THE KNOWLEDGE AND SKILLS NEEDED TO BE GLOBALLY COMPETITIVE. THE FOUNDATION'S SCHOLARSHIPS PROGRAM ARE FUNDED BOTH THROUGH THE FOUNDATION AS WELL AS PRIVATE, PHILANTHROPIC SCHOLARSHIP PROGRAMS. BEEF AND STEM SCHOLARSHIPS FUNDED BY THE FOUNDATION COVER UP TO THREE $1,000 SCHOLARSHIPS TO STUDENTS WHO ATTEND A BCPS COMPREHENSIVE HIGH SCHOOL IN EACH OF THE THREE ZONES (EAST, CENTRAL AND WEST). SCHOLARSHIPS AWARDED ARE BASED ON THE FOLLOWING: BUSINESS, ECONOMICS, ENTREPRENEURIAL AND FINANCIAL LITERACY (BEEF) AND SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM). PRIVATE PHILANTHROPIC SCHOLARSHIPS VARY FROM DONOR TO DONOR IN REGARDS TO FOCUS AREA, AWARDED AMOUNTS AND ELIGIBILITY CRITERIA. ALL SCHOLARSHIPS HAVE A SELECTION COMMITTEE COMPRISED OF A CADRE OF EXPERTS WITHIN A VARIETY OF INDUSTRIES, OUR AMBASSADORS, WHO REVIEW EACH SCHOLARHIP APPLICATION USING A BLIND REVIEW PROCESS. THEY ARE PRESENTED TO THE SCHOLARSHIP AND GRANTS COMMITEE FOR REVIEW AND THEN PRESENTED TO THE EDUCATION FOUNDATION BOARD OF DIRECTORS FOR FINAL APPROVAL. 252768 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 MD X THE ORGANIZATION 4438098962 105 W CHESAPEAKE AVENUE NO B-1 TOWSON MD 21204 X DANIELLE ALDERSON DIRECTOR 1.00 X 0 0 0 GARY L BERGER DIRECTOR 1.00 X 0 0 0 CHRISTIE COMPEAU DIRECTOR 1.00 X 0 0 0 M MATT BOYLAN III DIRECTOR 1.00 X 0 0 0 SCOTT DORSEY DIRECTOR 1.00 X 0 0 0 JUDITH FITZGERALD DIRECTOR 1.00 X 0 0 0 JOHN HAYDEN III ESQ DIRECTOR 1.00 X 0 0 0 JONATHAN GOETZ DIRECTOR 1.00 X 0 0 0 STEVE GREM DIRECTOR 1.00 X 0 0 0 NANCY HOFMANN DIRECTOR 1.00 X 0 0 0 KRISTIN HUBER DIRECTOR 1.00 X 0 0 0 PAUL HUME DIRECTOR 1.00 X 0 0 0 PAT ISAAC DIRECTOR 1.00 X 0 0 0 OLIVIA JACOBSON-MCKELVIE DIRECTOR 1.00 X 0 0 0 SAM NEGAHBAN DIRECTOR 1.00 X 0 0 0 JOAN PUGH DIRECTOR 1.00 X 0 0 0 TIMMY F RUPPERSBERGER DIRECTOR 1.00 X 0 0 0 TIM BOJANOWSKI PAST PRESIDENT 5.00 X 0 0 0 TONY BAYSMORE DIRECTOR 1.00 X 0 0 0 CARIN LAZARUS DIRECTOR 1.00 X 0 0 0 ANDREW WILL DIRECTOR 1.00 X 0 0 0 MICK RAYBURN PRESIDENT 5.00 X 0 0 0 CINDY JONES VICE PRESIDENT/EXCHANGEREE 5.00 X 0 0 0 JOE MONDELL VP OF ADVANCEMENT 1.00 X 0 0 0 KATE PERRY-JONES VP OF COMMUNICATIONS 1.00 X 0 0 0 KAREN GRANNAS VP OF PROGRAMS AND ALLOCAT 1.00 X 0 0 0 JAMIE BAKERT SECRETARY 1.00 X 0 0 0 SCOTT RODGVILLE CPA TREASURER 5.00 X 0 0 0 ALVIN D KATZ CPA ASSISTANT-TREASURER 1.00 X 0 0 0 DEBORAH S PHELPS EXECUTIVE DIRECTOR 40.00 X 0 0 0 HEATHER WOOLDRIDGE ASSOCIATE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1154 302569 303723 23563 23563 302573 291903 10670 10670 10670 112249 51395 60854 60854 398810 0 0 95087 43728 43728 23000 23000 79553 19888 19888 39777 100177 96510 3667 1344 1344 SUPPLIES AND MATERIALS 70162 69642 520 SERVICES AND PROFESSION 5206 5206 323170 252768 30625 39777 296949 119830 33892 25997 1039789 1359217 0 98687 1370630 1603731 72216 79553 1771 1907 0 98687 73987 180147 X 639308 723955 657335 699629 1296643 1423584 1370630 1603731 75640 55801 -4500 0 X 1 X 0 1 0 X 324029 419362 823401 649970 600403 2817165 327001 334936 296543 256976 225675 1441131 651030 754298 1119944 906946 826078 4258296 4258296 31547 18282 16185 46616 23563 136193 84190 82808 44416 60854 272268 4666757 0.91250 0.89280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET REVENUE FROM EVENTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101916 11647 113563 120297 -15731 2650 101916 96860 24052 615 120297 95672 2600 1412 96860 92833 5271 2432 95672 0.00000 0.51000 0.49000 0 0 0 RIGHT-OF-USE ASSET 98687 98687 OPERATING LEASE LIABILITIES 98687 98687 X PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES TO THE EXTENT THAT THE FOUNDATION HAS "UNRELATED BUSINESS INCOME" AS DEFIND BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2023. MANGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSTIONS THAT WOULD REQUIRE RECOGNTION UNDER FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. GOLF EVENT 112249 112249 32885 3019 15491 112249 112249 32885 3019 15491 51395 60854 1 BALTIMORE COUNTY PUBLIC SCHOOLS 6901 N CHARLES STREET TOWSON MD 21204 526000866 501(C)(3) 43728 0 GRANTS TO VARIOUS SCHOOL PROJECTS NOT FUNDED BY BCPS. 1 SCHOLARSHIPS TO BCPS STUDENTS 143 23000 SCHEDULE I PART I LINE 2 AWARDEES ARE ALSO REQUIRED TO DEMONSTRATE HOW THE FUNDS WERE USED AFTER COMPLETION. SCHEDULE I PART III LINE 1 SCHOLARSHIPS ARE AWARDED BASED ON ELIGIBILITY FOR THE SPECIFIC SCHOLARSHIPS BASED ON THE DONOR'S INTENT. SCHOOL COUNSELORS DETERMINE ELIGIBLE STUDENTS AND AWARD BASED ON SCHOLARSHIP CRITERIA AND NEED. 0 1 1 PART I, LINE 32B: THE BOARD USES BROWN ADVISORY TO PROCESS ALL DONATED STOCKS. BROWN ADVISORY SELLS THE STOCK AND SENDS THE PROCEEDS TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 THE PAST PRESIDENT OF THE FOUNDATION BOARD IS THE SON-IN-LAW OF THE ASSOCIATE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, PRESIDENT AND TREASURER BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY COMPLETES AND SIGNS A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION WILL MAKE THESE DOCUMENTS AVAILABLE BY REQUEST.