MONTGOMERY EDUCATION FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY EDUCATION FOUNDATION (EIN 46-3586388)
Tax period
2022-01-01 to 2022-09-30
Filed
2023-08-15
IRS object ID
202342279349304189
Schema version
2022v5.0
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)
Return2023-08-15T17:35:20-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263850881PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEADINGHAM RODGERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17001 BROCKPORT COURTAddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463586388EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone3346471700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 CARMICHAEL ROAD RM 101AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN MCKIMMON SIKESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3346471700PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastMCKIMMON SIKESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARTHUR M LEADINGHAM JR CPAPreparerPersonNm
PTINP00347242PTIN
Phone3342703366PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANN MCKIMMON SIKESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 CARMICHAEL ROAD RM 101AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$685,272GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MONTGOMERYED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionMONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,283,327PYContributionsGrantsAmt
CY Contributions Grants$685,104CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$276PYInvestmentIncomeAmt
CY Investment Income$168CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,283,603PYTotalRevenueAmt
CY Total Revenue$685,272CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,659CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$803,479PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$660,117CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,156CYTotalFundraisingExpenseAmt
PY Other Expenses$460,129PYOtherExpensesAmt
CY Other Expenses$156,994CYOtherExpensesAmt
PY Total Expenses$1,263,608PYTotalExpensesAmt
CY Total Expenses$823,770CYTotalExpensesAmt
PY Revenues Less Expenses$19,995PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$138,498CYRevenuesLessExpensesAmt
Total Assets BOY$469,576TotalAssetsBOYAmt
Total Assets EOY$279,516TotalAssetsEOYAmt
Total Liabilities BOY$183,368TotalLiabilitiesBOYAmt
Total Liabilities EOY$131,806TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$286,208NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$147,710NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMONTGOMERY EDUCATION FOUNDATION BELIEVES THAT ALL CHILDREN DESERVE A QUALITY EDUCATION. THE MISSION IS TO PROVIDE PROGRAMS THAT SUPPORT THE GROWTH OF OUR STUDENTS, SCHOOLS AND COMMUNITIES THROUGH PARTNERSHIP AND VOLUNTEERISM.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$485,883ExpenseAmt
Grant$3,674GrantAmt
DescSTARBASE: IS A HANDS ON LEARNING PROGRAM IN COORDINATION WITH MAXWELL AIR FORCE BASE TO RAISE INTEREST AND IMPROVE BOTH THE KNOWLEDGE AND SKILL SETS OF STUDENTS SPECIFICALLY IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHMATICS (STEM). THIS PROGRAM SERVES STUDENTS WHO ARE HISTORICALLY UNDER REPRESENTED IN STEM FEILDS, STUDENTS WHO LIVE IN URBAN COMMUNITIES, OR RURAL AREAS, WHO ARE SOCIOECONOMICALLY DISADVANTAGED OR PERFORM POORLY IN ACADEMICS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$30,312ExpenseAmt
DescCHARTER SCHOOLS:THE CHARTER SCHOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES FOR STUDENTS AT DAVIS ELEMENTARY, NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL. THE CHARTER SCHOOL CONVERSION AIMS: 1) FOR EACH SCHOOL TO RISE FROM A FAILING REPORT CARD TO A C OR BEYOND IN 5 YEARS OR LESS, 2) TO INCREASE FUNDING AND RETAINED FUNDING BY IMPROVING LEARNING AND ACADEMIC PERFORMACE/RESULTS, AND 3) IMPACTING A LARGER NUMBER OF STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$169,485ExpenseAmt
Grant$2,985GrantAmt
DescSUMMER LEARNING PROGRAM AND MGM READS: ENGAGES MONTGOMERY'S YOUTH DURING THE SUMMER, THROUGH LITERACY, BY PROVIDING UNDERSERVED STUDENTS AND FAMILIES WITH BOOKS & STEM WITH A MULTI-CONCEPT STEM ENRICHMENT LAB THAT PROVIDES OPPORTUNITIES FOR CHILDREN TO LEARN, EXPLORE, HAVE FUN, AND BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
COMMUNITY ENGAGEMENT: SEEKS TO MOBILIZE COMMUNITY ASSOCIATIONS, PARENT-TEACHER GROUPS AND SCHOOL LEADERSHIP IN OUR PUBLIC SCHOOLS IN ORDER TO SUPPORT THE NEEDS AND CHALLENGES OF BOTH STUDENTS AND EDUCATORS
OTHER PROGRAM SERVICES: TO ACHIEVE AND ACCOMPLISH EDUCATING SOCIO-ECONIMCALLY DISADVANTAGED CHILDREN IN SCHOOL IN MONTGOMERY AND THE SURROUNDING AREA. PORTIONS OF FUNDING ARE ALSO EXPENSED TO PRE-KINDERGARTEN, AND FUNDRAISING IN ORDER TO EXPAND THE EDUCATION OFFERED IN THE ALABAMA SCHOOL SYSTEM, AND HELP FULFILL THE BASIC NEEDS AND SUPPLIES AND QUALITY EDUCATION IN ORDER TO ACCOMPLISH THIS.
FieldValueIRS element (for citing)
Total Program Service Expenses$685,680TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANN MCKIMMON SIKESPersonNm
Phone3346471700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 CARMICHAEL PLACE SUITE 101AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PAUL HANKINS
CHAIRMAN2.00Yes (X)$0$0$0
DAVE BORDEN
VICE CHAIRMAN2.00Yes (X)$0$0$0
JAY LOVE
TREASURER/SECRETARY2.00Yes (X)$0$0$0
CHARLES JACKSON
BOARD MEMBER0.50Yes (X)$0$0$0
KEESHSA JONES
BOARD MEMBER0.50Yes (X)$0$0$0
CAROLINE NOVAK
BOARD MEMBER0.50Yes (X)$0$0$0
ANN MCKIMMON SIKES
PRESIDENT45.00$64,538$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$64,538TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$501,865RelatedOrganizationsAmt
Government Grants$74,219GovernmentGrantsAmt
All Other Contributions$109,020AllOtherContributionsAmt
Total Contributions$685,104TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$168TotalRevenueColumnAmt
Related Or Exempt Func Income$168RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$685,272TotalRevenueColumnAmt
Related Or Exempt Func Income$168RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,659TotalAmt
Program Services$6,659ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$64,538TotalAmt
Program Services$30,174ProgramServicesAmt
Management And General$32,528ManagementAndGeneralAmt
Fundraising$1,836FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$548,789TotalAmt
Program Services$493,910ProgramServicesAmt
Management And General$54,879ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,790TotalAmt
Program Services$39,746ProgramServicesAmt
Management And General$6,724ManagementAndGeneralAmt
Fundraising$320FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$31,689TotalAmt
Program Services$31,689ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,779TotalAmt
Program Services$1,789ProgramServicesAmt
Management And General$14,990ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,255TotalAmt
Program Services$2,255ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,803TotalAmt
Program Services$46ProgramServicesAmt
Management And General$1,757ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,248TotalAmt
Program Services$5,832ProgramServicesAmt
Management And General$1,416ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,690TotalAmt
Management And General$10,690ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,118TotalAmt
Program Services$1,096ProgramServicesAmt
Management And General$22ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$323TotalAmt
Program Services$242ProgramServicesAmt
Management And General$81ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$145TotalAmt
Program Services$87ProgramServicesAmt
Management And General$58ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$30TotalAmt
Program Services$27ProgramServicesAmt
Management And General$3ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,274TotalAmt
Program Services$8,875ProgramServicesAmt
Management And General$10,399ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EQUIPMENT/SUPPLIES$41,006$40,825$181
PRORGAM EXPENSES$22,073$22,073
EQUIPMENT RENTAL$1,851$1,851
DUES & SUBSCRIPTIONS$510$255$255

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$100ProgramServicesAmt
Management And General$100ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$823,770TotalAmt
Program Services$685,680ProgramServicesAmt
Management And General$135,934ManagementAndGeneralAmt
Fundraising$2,156FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$92,667BOYAmt
EOY$12,671EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$376,879BOYAmt
EOY$266,845EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,237LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,237LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$30BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$469,576BOYAmt
EOY$279,516EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,000BOYAmt
EOY$21,392EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$165,075BOYAmt
EOY$10,426EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$90,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,293BOYAmt
EOY$9,988EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$183,368BOYAmt
EOY$131,806EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$286,208BOYAmt
EOY$147,710EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$286,208BOYAmt
EOY$147,710EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$469,576BOYAmt
EOY$279,516EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$138,498ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$897,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,178,995CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,163,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,140,188CurrentTaxYearMinus1YearAmt
Current Tax Year$685,103CurrentTaxYearAmt
Total$5,065,595TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$897,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,178,995CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,163,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,140,188CurrentTaxYearMinus1YearAmt
Current Tax Year$685,103CurrentTaxYearAmt
Total$5,065,595TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,065,595PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$276CurrentTaxYearMinus1YearAmt
Current Tax Year$168CurrentTaxYearAmt
Total$444TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$182,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,139CurrentTaxYearMinus1YearAmt
Total$325,639TotalAmt
FieldValueIRS element (for citing)
Total Support$5,391,678TotalSupportAmt
Public Support CY1700.93950PublicSupportCY170Pct
Public Support PY1700.94360PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 162,500. 2021 AMOUNT: $ 143,139. AL COVID-19 GRANT - 2020 AMOUNT: $ 20,000.
PART II, SHORT YEAR EXPLANATION:UPON BOARD VOTE, THE FOUNDATION ELECTED TO CHANGE ITS YEAR END TO SEPTEMBER 30, EFFECTIVE DURING THE CURRENT TAX YEAR. AS SUCH, THE 2022 990 IS A SHORT-YEAR RETURN, BEGINNING JANUARY 1, 2022 AND ENDING SEPTEMBER 30, 2022. THE FOUNDATION HAS NEVER PREVIOUSLY CHANGED ITS ANNUAL ACCOUNTING PERIOD AT ANY TIME, SO IN ADHERENCE TO IRS REVENUE PROCEDURE 85-58, IT IS EXEMPT FROM FILING FORM 1128: APPLICATION FOR CHANGE IN ACCOUNTING PERIOD.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,237OtherCostOrOtherBasisAmt
Depreciation$1,237DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYROLL PAYABLESDesc
Amt$9,988Amt
FieldValueIRS element (for citing)
Total Liability$9,988TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$685,272TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$685,272RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$685,272TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$823,770TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$823,770ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$823,770TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS ADOPTED PROVISIONS OF FASB ASC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS A RESULT OF THE IMPLEMENTATION OF ASC NO. 740, THE ORGANIZATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS, AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT IT TO ANY MATERIAL INCOME TAX EXPOSURE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATIONAL GRANTSGrantTypeTxt
Recipient3RecipientCnt
Cash Grant$6,659CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD REVIEWS THE FINANCIAL STATEMENTS AND 990 FORM BEFORE IT IS FILED.
FORM 990, PART VI, SECTION C, LINE 18THE FOUNDATION'S 990 FORM IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ANN MCKIMMON SIKES IS THE PRESIDENT WHOM POSSESSES THE FOUNDATION'S BOOKS AND RECORDS AND AND UPON CONTACTING HER, THE FOUNDATION OFFERS ITS 990 UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANICAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ANN MCKIMMON SIKES IS THE PRESIDENT, WHOM POSSESSES THE FOUNDATION'S BOOKS AND RECORDS AND UPON CONTACTING HER, THE FOUNDATION OFFERS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. THE BOARD OF DIRECTORS ALSO THROUGOUHLY REVIEWS THESE DOCUMENTS AT THE BOARD MEETINGS.

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