2023-08-15T17:35:20-05:00 2022-09-30 263850881 LEADINGHAM RODGERS LLC 7001 BROCKPORT COURT MONTGOMERY AL 36117 990 2022-01-01 463586388 MONTGOMERY EDUCATION FOUNDATION MONT 3346471700 5950 CARMICHAEL ROAD RM 101 MONTGOMERY AL 36117 ANN MCKIMMON SIKES PRESIDENT 3346471700 2023-08-15 1 ANN MCKIMMON SIKES 999009999 0 ARTHUR M LEADINGHAM JR CPA P00347242 3342703366 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN MCKIMMON SIKES 5950 CARMICHAEL ROAD RM 101 MONTGOMERY AL 36117 685272 0 X WWW.MONTGOMERYED.ORG X 2013 AL MONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS. 6 6 0 0 0 0 1283327 685104 0 0 276 168 0 0 1283603 685272 0 6659 0 0 803479 660117 0 0 2156 460129 156994 1263608 823770 19995 -138498 469576 279516 183368 131806 286208 147710 X MONTGOMERY 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. 0 0 485883 3674 STARBASE: 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. 30312 CHARTER 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. 169485 2985 SUMMER 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. 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. 685680 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 AL X ANN MCKIMMON SIKES 3346471700 5950 CARMICHAEL PLACE SUITE 101 MONTGOMERY AL 36117 PAUL HANKINS CHAIRMAN 2.00 X 0 0 0 DAVE BORDEN VICE CHAIRMAN 2.00 X 0 0 0 JAY LOVE TREASURER/SECRETARY 2.00 X 0 0 0 CHARLES JACKSON BOARD MEMBER 0.50 X 0 0 0 KEESHSA JONES BOARD MEMBER 0.50 X 0 0 0 CAROLINE NOVAK BOARD MEMBER 0.50 X 0 0 0 ANN MCKIMMON SIKES PRESIDENT 45.00 X 64538 0 0 64538 0 0 0 0 0 0 0 501865 74219 109020 685104 168 168 685272 168 0 0 6659 6659 64538 30174 32528 1836 548789 493910 54879 46790 39746 6724 320 31689 31689 16779 1789 14990 2255 2255 1803 46 1757 7248 5832 1416 10690 10690 1118 1096 22 323 242 81 145 87 58 30 27 3 19274 8875 10399 EQUIPMENT/SUPPLIES 41006 40825 181 PRORGAM EXPENSES 22073 22073 EQUIPMENT RENTAL 1851 1851 DUES & SUBSCRIPTIONS 510 255 255 200 100 100 823770 685680 135934 2156 92667 12671 376879 266845 1237 1237 30 0 469576 279516 14000 21392 165075 10426 90000 4293 9988 183368 131806 X 286208 147710 286208 147710 469576 279516 -138498 0 X 0 1 X 0 0 X 897570 1178995 1163739 1140188 685103 5065595 897570 1178995 1163739 1140188 685103 5065595 5065595 276 168 444 182500 143139 325639 5391678 0.93950 0.94360 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1237 1237 0 0 PAYROLL PAYABLES 9988 9988 X 685272 0 685272 0 685272 823770 0 823770 0 823770 PART X, LINE 2: THE 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. 0 EDUCATIONAL GRANTS 3 6659 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FINANCIAL STATEMENTS AND 990 FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 18 THE 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 19 THE 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.