MUSCLE SHOALS EDUCATION FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MUSCLE SHOALS EDUCATION FOUNDATION INC (EIN 20-1227355)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349206665
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:22:52-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631014464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE M TUCKER CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 W STATE ST | AddressLine1Txt |
| City | MUSCLE SHOALS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201227355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSCLE SHOALS EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSC | BusinessNameControlTxt |
| Phone | 2563892698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 SOUTH WILSON DAM ROAD | AddressLine1Txt |
| City | MUSCLE SHOALS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA KING | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2563892698 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMANDA | PersonFirstNm |
| Person Last | KING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH MARK TUCKER | PreparerPersonNm |
| PTIN | P01550225 | PTIN |
| Phone | 2563818299 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | MSCSFOUNDATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $124,956 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $123,243 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,713 | InvestmentIncomeAmt |
| Special Events Direct Expenses | $17,894 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$17,894 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $107,062 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $47,153 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $21,530 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,075 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,818 | OtherExpensesTotalAmt |
| Total Expenses | $76,576 | TotalExpensesAmt |
| Excess Or Deficit For Year | $30,486 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $100,193 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,935 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $135,614 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,562 | BOYAmt |
| EOY | $137,233 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,562 | BOYAmt |
| EOY | $137,233 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369 | BOYAmt |
| EOY | $1,619 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,193 | BOYAmt |
| EOY | $135,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE MISSION OF THE MUSCLE SHOALS EDUCATION FOUNDATION IS TO STIMULATE COMMUNITY SUPPORT TO FUND PROGRAMS IN ALL MUSCLE SHOALS CITY SCHOOLS WHILE REFLECTING THE VALUES AND TRADITIONS OF MUSCLE SHOALS BY PLACING UTMOST IMPORTANCE ON THE LEARNING EXPERIENCE FOR THE STUDENTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE MINI GRANTS FOR EDUCATIONAL EQUIPMENT FOR USE IN TEACHER CLASSROOMS | $28,403 | $28,403 |
| PROVIDE ADDITIONAL LEARNING OPPORTUNITIES THROUGH COLLEGE SCHOLARSHIPS | $18,750 | $18,750 |
| PROVIDE ADDITIONAL FUNDING FOR THE SCHOOL FACILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,153 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| AMANDA KING | ||
| EXECUTIVE DI | 20.00 | $20,000 |
| ROSE MICHAEL | ||
| PRESIDENT | 2.00 | $0 |
| AMY MCBRIDE | ||
| VICE PRESIDE | 1.50 | $0 |
| STACEY CUMMINGS | ||
| SECRETARY | 1.50 | $0 |
| CLINT GARRETT | ||
| TREASURER | 2.00 | $0 |
| CHANNING HOPKINS | ||
| BOARD MEMBER | 1.00 | $0 |
| DON ANDERSON | ||
| BOARD MEMBER | 1.00 | $0 |
| LAUREN BOSTON | ||
| BOARD MEMBER | 1.00 | $0 |
| CHRISTY WATERS | ||
| BOARD MEMBER | 1.00 | $0 |
| JOSH KELLEY | ||
| BOARD MEMBER | 1.00 | $0 |
| KATHY YORDY | ||
| BOARD MEMBER | 1.00 | $0 |
| TONYA MOORE | ||
| BOARD MEMBER | 1.00 | $0 |
| KEVIN DAVIS | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSCLE SHOALS EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 SOUTH WILSON DAM ROAD | AddressLine1Txt |
| Address Line2 | 3200 SOUTH WILSON DAM ROAD | AddressLine2Txt |
| City | MUSCLE SHOALS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2563892698 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,243 | CurrentTaxYearAmt |
| Total | $586,058 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,243 | CurrentTaxYearAmt |
| Total | $586,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $586,058 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,713 | CurrentTaxYearAmt |
| Total | $4,306 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,021 | CurrentTaxYearMinus2YearsAmt |
| Total | $40,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $630,889 | TotalSupportAmt |
| Public Support CY170 | 0.92890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISER INCOME 40,525 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CORNHOLE TOURNA | Event1Nm |
| Gross Receipts Event1 | $10,258 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,258 | CharitableContriEvent1Amt |
| Entertainment Event1 | $4,014 | EntertainmentEvent1Amt |
| Gross Receipts Total | $10,258 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,258 | CharitableContributionsTotAmt |
| Entertainment Total Events | $4,014 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $4,014 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,014 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: CHARITABLE CASH CONTRIBUTION: 18,750 RELATIONSHIP: STUDENTS |
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: CHARITABLE NAME: MUSCLE SHOALS CITY SCHOOLS ADDRESS: 3200 S WILSON DAM ROAD MUSCLE SHOALS, AL 35661 CASH CONTRIBUTION: 28,403 |
| FORM 990-EZ, PART I, LINE 16 | FUNDRAISING EVENTS SUPPLIES 163 WEBSITE 301 DONOR PROGRAM 299 CORNHOLE TOURNAMENT OFFICE SUPPLIES 54 WEBSITE 151 DONOR PROGRAM EXPENSE 149 EXPENSES ADVERTISING 700 OFFICE SUPPLIES 326 DONOR PROGRAM EXP 149 WEBSITE 151 MEETINGS EXPENSES 57 CONFERENCE EXPENSE 1,587 INSURANCE 731 TOTAL 4,818 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED MARKET GAIN 4,935 UNREALIZED MARKET LOSSES 0 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 253 503 PAYROLL LIABILITIES 1,116 1,116 |
| FORM 990-EZ, PART III | THE MISSION OF THE MUSCLE SHOALS EDUCATION FOUNDATION IS TO STIMULATE COMMUNITY SUPPORT TO FUND PROGRAMS IN ALL MUSCLE SHOALS CITY SCHOOLS WHILE REFLECTING THE VALUES AND TRADITIONS OF MUSCLE SHOALS BY PLACING UTMOST IMPORTANCE ON THE LEARNING EXPERIENCE FOR THE STUDENTS |