Nonprofit · EIN 20-5669317
GUGGENHEIM HSA INCORPORATED
Tax-exempt (reinstated) · PRT WASHINGTN, NY 11050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $84,865 | $58,165 | $26,700 | $73,502 | – | $73,502 |
| June 30, 2024 | 990-EZ | $67,217 | $84,562 | -$17,345 | $46,980 | $178 | $46,802 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,964
- Membership dues
- $9,865
- Net income from fundraising events
- $54,036
Expenses
- Grants and similar amounts paid
- $8,721
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,276
- Other expenses
- $48,168
- Program services (functional)
- $49,444
Balance sheet and other
- Total assets, start of year
- $46,980
- Total assets, end of year
- $73,502
- Total liabilities, end of year
- –
- Net assets, end of year
- $73,502
- Cash, savings and investments
- $73,502
- Gross receipts
- $173,694
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA KOLB | Secretary | 1 | $0 |
| EVELYN GABRIEL | Vice President | 3 | $0 |
| ERIN ORR | Vice President | 3 | $0 |
| HEATHER ROSEN | Vice President | 1 | $0 |
| JENNIFER CAPOGNA | Vice President | 1 | $0 |
| LORI SMITH | Vice President | 3 | $0 |
| STACY MANZINO | PAST PRESIDENT | 5 | $0 |
| JESSICA CURRERI | Vice President | 3 | $0 |
| ILENA SCHREIBER | Vice President | 3 | $0 |
| DRINA SCHREIBER | President | 5 | $0 |
| VALERIE MINGELGREEN | Vice President | 1 | $0 |
| JENNY SMITH | President | 3 | $0 |
| ANA CHAMPENY | Treasurer | 3 | $0 |
| JOANNA LAROCCA | Vice President | 3 | $0 |
| ELIZABETH COSTA | Vice President | 3 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEXIE SACHS | Vice President | 3 | $0 |
| RACHEL NICHOLSON | Vice President | 3 | $0 |
| LEXIE SACHS | Vice President | 3 | $0 |
| LAUREN SUSSMAN | Vice President | 3 | $0 |
| SANDRA TARRANT | Vice President | 3 | $0 |
| ALLIE CORN | Vice President | 3 | $0 |
990-EZ for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA KOLB | PAST PRESIDENT | 1 | $0 |
| EVELYN GABRIEL | Vice President | 3 | $0 |
| ERIN ORR | Vice President | 3 | $0 |
| JENNY GAMMONS | Vice President | 3 | $0 |
| ELISSA DEFALCO | Vice President | 3 | $0 |
| LORI SMITH | Vice President | 3 | $0 |
| STACY MANZINO | President | 5 | $0 |
| JESSICA CURRERI | Vice President | 3 | $0 |
| ILENA SCHREIBER | Vice President | 3 | $0 |
| DRINA SCHREIBER | President | 5 | $0 |
| JOYCE ARMSTRONG | Secretary | 3 | $0 |
| JENNY SMITH | Vice President | 3 | $0 |
| TRACY BERK | Treasurer | 3 | $0 |
| JOANNA LAROCCA | Vice President | 3 | $0 |
| ELIZABETH COSTA | Vice President | 3 | $0 |
| LEXIE SACHS | Vice President | 3 | $0 |
| LAURA BLUMENTHAL | Vice President | 3 | $0 |
| ADRIANA AMENDOLARA | Vice President | 3 | $0 |
| ELLEN BORNSTEIN | Vice President | 3 | $0 |
| SANDRA TARRANT | Vice President | 3 | $0 |
| ALLIE CORN | Vice President | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 38 POPLAR PL, PRT WASHINGTN, NY 11050-1858
- Signed the 990-EZ
- TRACY BERK, Treasurer
- Return prepared by
- Ives Sultan & Spike CPAs
Mission
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY. TO BRING CLOSER THE RELATIONSHIP OF HOME AND SCHOOL SO THAT PARENTS, TEACHERS AND ADMINISTRATORS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF THE CHILD. TO ENHANCE THE EDUCATIONAL FACILITIES AND OPPORTUNITIES FOR THE STUDENTS OF GUGGENHEIM ELEMENTARY SCHOOLS TAHT ARE NOT OTHERWISE PROVIDED IN THE SCHOOL BUDGETS.
Program accomplishments
- CLASS TRIPS - EVENTS BENEFITTING OVER 500 STUDENTSExpenses $20,543
- CULTUTRAL ARTS AND ASSEMBLIES BENEFITTING OVER 500 STUDENTSExpenses $16,859
- GIFTS TO SCHOOL BENEFITTING OVER 500 STUDENTSExpenses $12,042
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-5669317
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $73,502
- Income (IRS master file)
- $173,694
Revocation and reinstatement
- Exemption revoked
- November 15, 2018
- Posted by the IRS
- August 12, 2019
- Reinstated
- Effective November 15, 2018
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $84,865 | $58,165 | $73,502 | XML |
| 990-EZ | June 2024 | $67,217 | $84,562 | $46,980 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5669317).
Questions about GUGGENHEIM HSA INCORPORATED
- What is the EIN of GUGGENHEIM HSA INCORPORATED?
- The employer identification number (EIN) of GUGGENHEIM HSA INCORPORATED is 20-5669317.
- Is GUGGENHEIM HSA INCORPORATED tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2018 and reinstated it effective November 15, 2018.
- Are donations to GUGGENHEIM HSA INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GUGGENHEIM HSA INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GUGGENHEIM HSA INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GUGGENHEIM HSA INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of GUGGENHEIM HSA INCORPORATED?
- The 990-EZ for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does GUGGENHEIM HSA INCORPORATED have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $84,865, expenses of $58,165 and total assets of $73,502 at year end.
Other nonprofits in PRT WASHINGTN
- VINCENT SMITH SCHOOL EIN 11-1646301 · last filed 990 for 2025
- SRM360 EIN 99-3488278 · last filed 990 for 2025
- KWON FOUNDATION INC EIN 47-5267415 · last filed 990-PF for 2025
- PORT WASHINGTON LIBRARY FOUNDATION INC EIN 11-3007598 · last filed 990 for 2025
- FRIENDS OF THE PORT WASHINGTON PUBLIC LIBRARY INC EIN 11-2165338 · last filed 990-EZ for 2025
- SOUTH SALEM ELEMENTARY HOME & SCHOOL ASSOCIATION INC EIN 45-1543834 · last filed 990-EZ for 2024
- JOHN MICHAEL MARINO FOUNDATION INC EIN 11-3351080 · last filed 990-PF for 2025
- SOUSA HSA INC EIN 27-5462910 · last filed 990-EZ for 2025