MELISSA EDUCATION FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MELISSA EDUCATION FOUNDATION (EIN 13-4309120)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-10
IRS object ID
202331919349300328
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-07-10T13:25:45-04:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455631866PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERBY & KERBY PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1040AddressLine1Txt
CityMC KINNEYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750701040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134309120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELIBusinessNameControlTxt
Phone9728372411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 185AddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBROOK REDDENPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone9726587523PhoneNum
Signature2023-07-06SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBROOKEPersonFirstNm
Person LastREDDENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK KERBYPreparerPersonNm
PTINP01317596PTIN
Phone9725421233PhoneNum
Preparation2023-07-06PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE JAMESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 TRAILRIDGE DRIVEAddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$262,496GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO PROMOTE QUALITY EDUCATION BY PROVIDING FOR SCHOLARSHIPS AND GRANTS FOR USE BY THE MELISSA INDEPENDENT SCHOOL DISTRICT AND ITS GRADUATING SENIORS,STUDENTS AND STAFF.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$141,531PYContributionsGrantsAmt
CY Contributions Grants$114,413CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,671PYInvestmentIncomeAmt
CY Investment Income$4,591CYInvestmentIncomeAmt
PY Other Revenue$35,172PYOtherRevenueAmt
CY Other Revenue$143,492CYOtherRevenueAmt
PY Total Revenue$182,374PYTotalRevenueAmt
CY Total Revenue$262,496CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$36,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$28,167CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$36,108CYTotalFundraisingExpenseAmt
PY Other Expenses$164,308PYOtherExpensesAmt
CY Other Expenses$281,887CYOtherExpensesAmt
PY Total Expenses$200,308PYTotalExpensesAmt
CY Total Expenses$310,054CYTotalExpensesAmt
PY Revenues Less Expenses-$17,934PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$47,558CYRevenuesLessExpensesAmt
Total Assets BOY$306,664TotalAssetsBOYAmt
Total Assets EOY$250,167TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$306,664NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$250,167NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE QUALITY EDUCATION BY PROVIDING FOR SCHOLARSHIPS AND GRANTS FOR USE BY THE MELISSA INDEPENDENT SCHOOL DISTRICT AND ITS GRADUATING SENIORS,STUDENTS AND STAFF.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$227,473ExpenseAmt
DescSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2020-2021.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2020 - 21.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,045ExpenseAmt
DescSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2020 - 21.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,045TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$231,518TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBROOK REDDENPersonNm
Phone9728372411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 185AddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BECKI GIOUARD
DIRECTORYes (X)$0$0$0
KIM BOEDEKER
BOARD MEMBER$0$0$0Yes (X)
RACHEL BUCKLEY
BOARD MEMBER$0$0$0Yes (X)
GEORGE JAMES
PRESIDENT$0$0$0Yes (X)
BRUCE MINCHEY
BOARD MEMBER$0$0$0Yes (X)
TRACY POUNDERS
BOARD MEMBER$0$0$0Yes (X)
CASEY RAINEY
BOARD MEMBER$0$0$0Yes (X)
BROOK REDDEN
BOARD MEMBER$0$0$0Yes (X)
WINDY ROSEMEYER
BOARD MEMBER$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$114,413AllOtherContributionsAmt
Total Contributions$114,413TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,591TotalRevenueColumnAmt
Related Or Exempt Func Income$4,591RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$143,492FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,492TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$262,496TotalRevenueColumnAmt
Related Or Exempt Func Income$4,591RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,167TotalAmt
Management And General$28,167ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,290TotalAmt
Management And General$1,290ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$36,108TotalAmt
Fundraising$36,108FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,924TotalAmt
Management And General$2,924ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SCHOLASHIPS$227,473$227,473
BANK & CC FEES$10,047$10,047
OFFICE EXPENSES$4,045$4,045

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$310,054TotalAmt
Program Services$231,518ProgramServicesAmt
Management And General$42,428ManagementAndGeneralAmt
Fundraising$36,108FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$306,664BOYAmt
EOY$250,167EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$306,664BOYAmt
EOY$250,167EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$306,664BOYAmt
EOY$250,167EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$306,664BOYAmt
EOY$250,167EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$306,664BOYAmt
EOY$250,167EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$47,558ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,939NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$174,899CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,531CurrentTaxYearMinus1YearAmt
Current Tax Year$114,413CurrentTaxYearAmt
Total$649,408TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,416CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,843CurrentTaxYearMinus1YearAmt
Current Tax Year$148,083CurrentTaxYearAmt
Total$490,098TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$189,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,374CurrentTaxYearMinus1YearAmt
Current Tax Year$262,496CurrentTaxYearAmt
Total$1,139,506TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,139,506PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$189,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,374CurrentTaxYearMinus1YearAmt
Current Tax Year$262,496CurrentTaxYearAmt
Total$1,139,506TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUNDRAISINGEvent1Nm
Gross Receipts Event1$143,492GrossReceiptsEvent1Amt
Gross Revenue Event1$143,492GrossRevenueEvent1Amt
Gross Receipts Total$143,492GrossReceiptsTotalAmt
Gross Revenue Total Events$143,492GrossRevenueTotalEventsAmt
Net Income Summary$143,492NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2020 - 21.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 11GFUNDRAISING 0 0 36,108 TOTAL 0 0 36,108

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