MISSOURI INSURANCE EDUCATION FOUNDATION: Form 990EZ, tax year 2021
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- Organization
- MISSOURI INSURANCE EDUCATION FOUNDATION (EIN 43-1576324)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349207061
- Schema version
- 2021v4.2
- 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 | 2022-11-14T14:26:58-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS 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 | 2021-01-01 | 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) |
|---|---|---|
| In Care Of | % LEWIS E MELAHN | InCareOfNm |
| 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 | 5736365057 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEWIS E | PersonFirstNm |
| Person Last | MELAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas Wheeland | PreparerPersonNm |
| PTIN | P01063482 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $62,825 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $22,600 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $8,106 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $29,517 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $25,408 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $4,109 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $2,602 | OtherRevenueTotalAmt |
| Total Revenue | $37,417 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $4,500 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,658 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,188 | OtherExpensesTotalAmt |
| Total Expenses | $9,346 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,071 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $227,689 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,018 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $269,778 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,689 | BOYAmt |
| EOY | $269,778 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $227,689 | BOYAmt |
| EOY | $269,778 | 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 | $227,689 | BOYAmt |
| EOY | $269,778 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION AWARDS SCHOLARSHIPS TO UNIVERSITY AND COLLEGE STUDENTS ATTENDING MISSOURI SCHOOLS BASED ON THE STUDENTS' ACADEMIC ACHIEVEMENT AND COMMUNITY INVOLVEMENT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $4,500 | GrantsAndAllocationsAmt |
| Program Service Expenses | $4,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SHELLEY SMITH | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| LEWIS E MELAHN | ||||
| Secretary | 0.1 | $0 | $0 | $0 |
| PERRY HECKEMEYER | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| MIKE PADAWER | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| RUSSELL K MEEK | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| DON WILSON | ||||
| PRESIDENT | 0.1 | $0 | $0 | $0 |
| ANN MONACO WARREN | ||||
| PRESIDENT | 0.1 | $0 | $0 | $0 |
| KEVIN GAMBLE | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| TRAVIS FORD | ||||
| Vice President | 0.1 | $0 | $0 | $0 |
| MATT BARTON | ||||
| Treasurer | 0.1 | $0 | $0 | $0 |
| ANGELA NELSON | ||||
| Director | 0.1 | $0 | $0 | $0 |
| TAYLOR CLAIBORNE | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| THERESA STRUEMPH | ||||
| DIRECTOR | 0.1 | $0 | $0 | $0 |
| STEVE C DIVINE | ||||
| DIRECTOR | 0.1 | $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 |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS E MELAHN | PersonNm |
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 |
| 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 | $29,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,600 | CurrentTaxYearAmt |
| Total | $133,067 | 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 | $29,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,600 | CurrentTaxYearAmt |
| Total | $133,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,829 | SubstantialContributorsTotAmt |
| Public Support Total170 | $68,238 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,106 | CurrentTaxYearAmt |
| Total | $36,369 | 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 | $2,602 | CurrentTaxYearAmt |
| Total | $2,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $172,038 | TotalSupportAmt |
| Public Support CY170 | 0.39665 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36909 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990EZ PART I LINE 8 | Description:OTHER INCOME Amount:2602 |
| FORM 990EZ PART I LINE 16 | Description:OFFICE EXPENSE Amount:1471 |
| FORM 990EZ PART I LINE 16 | Description:FOREIGN TAX Amount:38 |
| FORM 990EZ PART I LINE 16 | Description:INSURANCE EXPENSE Amount:1659 |
| FORM 990EZ PART I LINE 16 | Description:MISCELLANEOUS EXPENSE Amount:20 |
| FORM 990EZ PART I LINE 20 | Description:NET UNREALIZED GAINS ON INVESTMENTS Amount:14018 |
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