MISSOURI INSURANCE EDUCATION FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MISSOURI INSURANCE EDUCATION FOUNDATION (EIN 43-1576324)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-03
- IRS object ID
- 202423089349200002
- Schema version
- 2023v5.1
- 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 | 2024-11-03T09:20:36+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Broadway Suite 600 | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | 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 | 431576324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Missouri Insurance Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 5738934234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1654 | AddressLine1Txt |
| City | Jefferson City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lewis E Melahn | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 5738934234 | PhoneNum |
| Signature | 2024-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristen Hankins | PreparerPersonNm |
| PTIN | P01256574 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Preparation | 2024-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | MIEF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $30,632 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,436 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $7,696 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $8,500 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $9,367 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$867 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $21,265 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $5,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,637 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,909 | OtherExpensesTotalAmt |
| Total Expenses | $9,046 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,219 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $247,759 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $16,412 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $276,390 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,759 | BOYAmt |
| EOY | $276,390 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,759 | BOYAmt |
| EOY | $276,390 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,759 | BOYAmt |
| EOY | $276,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EDUCATIONAL ASSISTANCE TO MISSOURI STUDENTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| THE ORGANIZATION AWARDS SCHOLARSHIPS TO UNIVERSITY AND COLLEGE STUDENTS ATTENDING MISSOURI SCHOOLS BASED ON THE STUDENTS' ACADEMIC ACHIEVEMENT AND COMMUNITY INVOLVEMENT. | $4,000 |
| FINANCIAL EDUCATION FOR HIGH SCHOOL STUDENTS THROUGHOUT THE STATE OF MISSOURI | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MATT BARTON | ||||
| PRESIDENT | 0.100 | $0 | $0 | $0 |
| TRAVIS FORD | ||||
| VICE PRESIDENT | 0.100 | $0 | $0 | $0 |
| LEWIS E MELAHN | ||||
| SECRETARY | 0.100 | $0 | $0 | $0 |
| ANGELA NELSON | ||||
| TREASURER | 0.100 | $0 | $0 | $0 |
| STEVE C DIVINE | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| SHELLEY SMITH | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| TAYLOR CLAIBORNE | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| MIKE PADAWER | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| RUSSELL K MEEK | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| PERRY HECKEMEYER | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| THERESA STRUEMPH | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| DON WILSON | ||||
| DIRECTOR | 0.100 | $0 | $0 | $0 |
| ANN MONACO WARREN | ||||
| DIRECTOR | 0.100 | $0 | $0 | $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 |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| 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 | LEWIS E MELAHN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1654 | AddressLine1Txt |
| City | JEFFERSON CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5736365057 | 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 |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| 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 | $33,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,436 | CurrentTaxYearAmt |
| Total | $97,903 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,436 | CurrentTaxYearAmt |
| Total | $97,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,592 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,311 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,696 | CurrentTaxYearAmt |
| Total | $36,652 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $137,173 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4251 | PublicSupportCY170Pct |
| Public Support PY170 | 0.4037 | 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 | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 2602.0, COLUMN D - 16.0, COLUMN E - 0.0, COLUMN F - 2618.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 Other Expenses | FOREIGN TAX - 36; INSURANCE EXPENSE - 1659; BANK SERVICE FEES - 4; POST OFFICE BOX - 210; |
| Form 990-EZ, Part I, Line 20 Net Assets Change | NET UNREALIZED GAIN ON INVESTMENTS - 16412; |
| Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE | EDUCATIONAL ASSISTANCE TO MISSOURI STUDENTS |
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