2024-03-18T08:25:59-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 222482796 LUZERNE COUNTY COMMUNITY COLLEGE FOUNDATION LUZE 5707400731 521 TRAILBLAZER DRIVE NANTICOKE PA 18634 REBECCA BROMINSKI EXECUTIVE DIRECTOR 5707400731 2024-02-26 1 REBECCA BROMINSKI XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-02-26 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA BROMINSKI 521 TRAILBLAZER DRIVE NANTICOKE PA 18634 2815493 0 X WWW.LUZERNE.EDU X 1982 PA TO ASSIST IN RAISING FUNDS IN SUPPORT OF THE MISSION OF THE LUZERNE COUNTY COMMUNITY COLLEGE. 23 22 0 25 0 0 1151184 983957 0 0 370695 301747 44702 29724 1566581 1315428 525748 715134 0 0 0 0 0 0 30240 557289 307714 1083037 1022848 483544 292580 8684471 9165207 375799 139727 8308672 9025480 LUZERNE COUNTY COMMUNITY COLLEGE PROVIDES EXCELLENCE IN EDUCATION, FOSTERS STUDENT SUCCESS IN ACHIEVEMENT OF GOALS, AND POSITIVELY IMPACTS LUZERNE COUNTY AND THE SURROUNDING NORTHEASTERN PENNSYLVANIA REGION. 0 0 938892 715134 THE FOUNDATION PROVIDES BROADER EDUCATIONAL SERVICE OPPORTUNITIES TO THE STUDENTS, STAFF, FACULTY, AND RESIDENTS OF NORTHEASTERN PENNSYLVANIA THROUGH GIFTS AND CONTRIBUTIONS TO LUZERNE COUNTY COMMUNITY COLLEGE. STUDENTS RECEIVED FINANCIAL ASSISTANCE TOTALING $652,370 FOR THE FISCAL YEAR ENDING JUNE 30, 2023. 938892 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X JOANNE YUHAS ASST DIRECTOR INSTITUTIONAL ADVANCEMENT 5707400731 521 TRAILBLAZER DRIVE NANTICOKE PA 18634 LINDSAY GRIFFIN-BOYLAN DIRECTOR 0.30 X 0 0 0 JOHN V MORRIS DIRECTOR 0.30 X 0 0 0 PATRICK BARRETT DIRECTOR 0.30 X 0 0 0 DAVID TARANTINI DIRECTOR 0.30 X 0 0 0 ELLEN MOSS QUINN DIRECTOR 0.30 X 0 0 0 DEREK JONES DIRECTOR 0.30 X 0 0 0 DAVID JOLLEY DIRECTOR 0.30 X 0 0 0 ANN BLASKIEWICZ DIRECTOR 0.30 X 0 0 0 MANDIE HENDRICKS DIRECTOR 0.30 X 0 0 0 PATRICIA BESERMIN DIRECTOR 0.30 X 0 0 0 ROBERT GARRETT DIRECTOR 0.30 X 0 0 0 ROBERT STANLEY DIRECTOR 0.30 X 0 0 0 JAMES ZARRA DIRECTOR 0.30 X 0 0 0 GERARD O'DONNELL DIRECTOR 0.30 X 0 0 0 DEBORAH MOZAL EXECUTIVE SECRETARY 0.30 X X 0 0 0 DANIEL LANDESBERG FIRST VICE-PRESIDENT 0.30 X X 0 0 0 TRACI DONAHUE IMMEDIATE PAST PRESIDENT 0.30 X X 0 0 0 LEANN FALLABEL PRESIDENT 0.30 X X 0 0 0 THOMAS P LEARY PRESIDENT, LCCC 0.30 X X 0 222213 97827 RYAN MCGOWAN SECOND VICE-PRESIDENT 0.30 X X 0 0 0 KAREN NATISHAN TREASURER 0.30 X X 0 0 0 DANIEL RODGERS TRUSTEE LIAISON 0.30 X 0 0 0 JUDITH AITA DIRECTOR 0.30 X 0 0 0 DR JOAN BLEWITT DIRECTOR 0.30 X 0 0 0 JOCEYLN STERENCHOCK DIRECTOR 0.30 X 0 0 0 REBECCA BROMINSKI EXECUTIVE DIRECTOR 35.00 X 0 82197 50908 0 304410 148735 0 0 1 0 0 68341 915616 48700 983957 178167 178167 1580344 1456764 123580 123580 123580 69700 68341 43301 26399 26399 3325 0 3325 3325 1315428 0 0 331471 62764 62764 652370 652370 13771 13771 34642 34642 5303 5303 2001 2001 ALLONE EXPENDITURES 212807 212807 SPECIAL EVENT EXPENSES 30240 30240 PROGRAM COSTS 8950 8950 1022848 938892 53716 30240 204910 238068 798699 578994 500 6541859 7168036 1139003 1179609 8684471 9165207 4195 7058 371604 132669 375799 139727 X 253744 312865 8054928 8712615 8308672 9025480 8684471 9165207 X 292580 383622 40606 X 0 1 X 1 0 X 485796 481692 701028 1151184 983957 3803657 485796 481692 701028 1151184 983957 3803657 558312 3245345 113522 128071 123785 138904 178167 682449 98966 24005 46781 63292 73025 306069 4792175 0.67720 0.68730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NON-CHARITABLE FUNDRAISING RECEIPTS - 2018 AMOUNT: $ 97,788. 2019 AMOUNT: $ 24,005. 2020 AMOUNT: $ 46,781. 2021 AMOUNT: $ 63,292. 2022 AMOUNT: $ 69,700. NON-CHARITABLE GAMING RECEIPTS - 2018 AMOUNT: $ 1,178. 2022 AMOUNT: $ 3,325. PART IV, SECTION C, LINE 1: REBECCA BROMINSKI, AN EMPLOYEE OF THE LUZERNE COUNTY COMMUNITY COLLEGE, IS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. HER ROLE AS EXECUTIVE DIRECTOR, WHILE MAINTAINING HER STATUS AS A COLLEGE EMPLOYEE, ESTABLISHES THE RELATIONSHIP BETWEEN THE FOUNDATION AND THE COLLEGE. THE FOUNDATION'S SOLE PURPOSE IS TO SUPPORT THE COLLEGE AND DOES SO WHILE BEING UNDER REBECCA BROMINSKI'S MANAGEMENT. NOTE THAT THE PRESIDENT OF LUZERNE COUNTY COMMUNITY COLLEGE IS ALSO A VOTING MEMBER OF THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3477525 312057 116219 3673363 4073823 -518814 77484 3477525 3280429 885895 92501 4073823 3307004 74102 100677 3280429 3146621 169436 9053 3307004 0.00000 0.68797 0.31203 1 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST 1179609 1179609 DUE TO LUZERNE COUNTY COMMUNITY COLLEGE 55603 REFUNDABLE ADVANCE 77066 132669 X 2290828 383622 542513 5964 932099 1358729 -43301 -43301 1315428 1574020 542513 43301 585814 988206 34642 34642 1022848 PART V, LINE 4: THE GETHA & ISADORE EDELSTEIN ENDOWMENT TRUST IS HELD BY PNC BANK FOR THE PURPOSES OF FUNDING SCHOLARSHIPS FOR STUDENTS WHO GRADUATED FROM THE GREATER HAZLETON AREA SCHOOL DISTRICT AND SURROUNDING COMMUNITIES. OTHER PERMANENTLY RESTRICTED ASSETS ARE USED TO PROVIDE SCHOLARSHIPS AND TO MEET THE UNBUDGETED OPERATIONAL NEEDS OF THE COLLEGE. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN BENEFICIAL INTEREST IN PERPETUAL TRUST 40,606. INVESTMENT FEES -34,642. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -43,301. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 43,301. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 34,642. ANNUAL SCHOLARSHIP DINNER 64994 47825 17169 17808 500 5776 GOLF TOURNAMENT 30900 20516 10384 12321 590 3 34376 34376 2638 3500 167 130270 68341 61929 32767 4590 5943 43300 18629 1 LUZERNE COUNTY COMMUNITY COLLEGE 521 TRAILBLAZER DRIVE NANTICOKE PA 18634 231678363 501(C)(3) 62764 0 LUZERNE COMMUNITY COLLEGE CAPITAL CAMPAIGN TUITION ASSISTANCE 640 652370 PART I, LINE 2: CONTRIBUTION TO THE COMMUNITY COLLEGE - THE AMOUNT REPORTED IS A CONTRIBUTION TO THE COMMUNITY COLLEGE'S CAPITAL CAMPAIGN WHICH THE FOUNDATION IS REQUIRED TO PROVIDE. THE FOUNDATION ALSO REMITTED A GRANT TO THE COLLEGE UPON THE COLLEGE'S SATISFACTION OF REQUIREMENTS TO RECEIVE THE GRANT. INDIVIDUAL SCHOLARSHIPS: APPLICATIONS ARE SUBMITTED ELECTRONICALLY THROUGH SCHOLARSHIP SOFTWARE APPLICATION, AWARD SPRING. THE SOFTWARE MATCHES APPLICANTS TO ALL SCHOLARSHIPS FOR WHICH THEY ARE ELIGIBLE BASED ON PRE-SET CRITERIA. APPLICATIONS ARE REVIEWED AND SCORED ELECTRONICALLY BY COMMITTEES COMPRISED OF TWO OR MORE COLLEGE EMPLOYEES. CONFIDENTIAL AND SECURITY INFORMATION OF THE APPLICANT IS NOT DISCLOSED THE COMMITTEE MEMBERS. THE APPLICANT WITH THE HIGHEST SCORE IS AWARDED THE SCHOLARSHIP. THE STUDENT IS NOTIFIED VIA COLLEGE ISSUED EMAIL. THE NOTIFICATION CONTAINS CONGRATULATORY MESSAGE, TOTAL AMOUNT OF THE AWARD AND THE BREAKDOWN OF AWARD BY SEMESTER AND INSTRUCTIONS BASED ON SCHOLARSHIP RECEIVED. THE RECIPIENT MUST AGREE TO THE TERMS OF THE SCHOLARSHIP AND SIGN THE AGREEMENT ELECTRONICALLY. IF DOCUMENTATION IS REQUIRED, IT IS SUBMITTED ELECTRONICALLY ALONG WITH THE SIGNATURE. ONCE THE REQUIRED SIGNATURE IS RECEIVED, A CREDIT IS ISSUED TO THE STUDENT'S ACCOUNT WITH THE COLLEGE BUSINESS OFFICE. HALF THE AWARD IS RELEASED IN THE FALL AND THE REMAINING AMOUNT IS AWARDED IN THE SPRING AFTER VERIFICATION OF GRADES AND OTHER CRITERIA ARE CONFIRMED ELECTRONICALLY THROUGH THE SCHOLARSHIP SOFTWARE FEATURES. ALL SCHOLARSHIPS ARE CREDITED TO THE STUDENTS' ACCOUNTS; CASH IS NOT GIVEN DIRECTLY TO THE RECIPIENT UNLESS INDICATED THROUGH THE AGREEMENT AND APPROVED BY THE EXECUTIVE DIRECTOR. PART III THE STUDENTS' ACADEMIC GRADES AND FULL/PART-TIME STATUS ARE REVIEWED AT THE END OF EACH SEMESTER. IF A STUDENT FALLS BELOW THE REQUIRED GRADE POINT AVERAGE OR REQUIRED CREDITS, HE OR SHE IS INFORMED VIA LETTER OF THE FAILURE TO MEET ESTABLISHED REQUIREMENTS AND INELIGIBILITY FOR FUTURE AWARDS. 0 0 0 0 0 0 0 0 0 THOMAS P LEARY PRESIDENT, LCCC 0 221809 0 0 0 404 0 82413 0 15414 0 320040 0 0 PART I, LINE 3 BOARD MEMBER TOM LEARY'S COMPENSATION IS SET BY THE RELATED ORGANIZATION LUZERNE COUNTY COMMUNITY COLLEGE. THE COLLEGE USES SEVERAL METHODS TO ENSURE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. X BRONZE STATUE 1 48700 PURCHASE PRICE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING TRUSTEE WORKS FOR LUZERNE COUNTY COMMUNITY COLLEGE: THOMAS LEARY THIS TRUSTEE IS COMPENSATED FOR HIS WORK AS AN EMPLOYEE OF LUZERNE COUNTY COMMUNITY COLLEGE. HE IS NOT COMPENSATED AS A TRUSTEE OF THE FOUNDATION. REBECCA BROMINSKI IS COMPENSATED THROUGH THE LUZERNE COUNTY COMMUNITY COLLEGE, BUT DEVOTES 85% OF HER TIME TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE CHANGED TO ALLOW FOR UNLIMITED RENEWAL TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990. UPON THE COMPLETION OF THEIR REVIEW THEY SHARE THE FORM 990 WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE FULL BOARD OF DIRECTORS RECEIVES A FINAL COPY OF THE 990 PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES EACH BOARD MEMBER TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY STATEMENT WHICH EXPRESSLY STIPULATES THAT FAMILY AND BUSINESS RELATIONSHIPS MAY BE SOURCES OF INTERESTED PARTY CONFLICTS. THE EXECUTIVE BOARD IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST STATEMENTS AND ANY POTENTIAL CONFLICT WILL BE BROUGHT TO THEIR ATTENTION. BOARD MEMBERS ARE ALSO REQUIRED TO REPORT ANY INTEREST BEFORE ENTERING INTO A TRANSACTION OR ARRANGEMENT WITH THE COLLEGE. THE EXECUTIVE BOARD FOLLOWS ALL REMEDIAL STEPS UPON DISCOVERY OF A CONFLICT AS DOCUMENTED IN THE VIOLATIONS PROCEDURE OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN BENEFICIAL INTEREST IN PERPETUAL TRUST 40,606. LUZERNE COUNTY COMMUNITY COLLEGE 521 TRAILBLAZER DRIVE NANTICOKE PA 18634 231678363 EDUCATION PA 501(C)(3) LINE 5 N/A 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0