MONTGOMERY EDUCATION FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY EDUCATION FOUNDATION (EIN 46-3586388)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349314985
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-15T16:44:28-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 NO RM 101AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN MCKIMMON SIKESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3346471700PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.181.124.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm11:55:23IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id64205871FD649F656BB812531CF51973E29365CEAtSubmissionCreationDeviceId
At Submission Filing Device Id31012E5866CDAC107D8161E8822D7D0BA4093325AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANN MCKIMMON SIKESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15950 CARMICHAEL ROAD NO RM 101AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$898,025GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee74TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,051,206PYContributionsGrantsAmt
CY Contributions Grants$883,185CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$312PYInvestmentIncomeAmt
CY Investment Income$456CYInvestmentIncomeAmt
PY Other Revenue$12,190PYOtherRevenueAmt
CY Other Revenue$14,384CYOtherRevenueAmt
PY Total Revenue$1,063,708PYTotalRevenueAmt
CY Total Revenue$898,025CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$657,728PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$810,976CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$6,582PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$5,362CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,869CYTotalFundraisingExpenseAmt
PY Other Expenses$173,127PYOtherExpensesAmt
CY Other Expenses$346,204CYOtherExpensesAmt
PY Total Expenses$837,437PYTotalExpensesAmt
CY Total Expenses$1,162,542CYTotalExpensesAmt
PY Revenues Less Expenses$226,271PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$264,517CYRevenuesLessExpensesAmt
Total Assets BOY$488,941TotalAssetsBOYAmt
Total Assets EOY$158,411TotalAssetsEOYAmt
Total Liabilities BOY$77,453TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,440TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$411,488NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$146,971NetAssetsOrFundBalancesEOYAmt
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 SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$522,357ExpenseAmt
Grant$321,224GrantAmt
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$315,208ExpenseAmt
DescSUMMER LEARNING PROGRAM: PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN, AND TO BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$122,392ExpenseAmt
DescCHARTER SCHOOLS:WITH THE NEW ONSET OF THE CHARTER SCHOOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS, IT'S WHOLE PURPOSE AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES FOR STUDENTS AT DAVIS ELEMENTARY, E.D. NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL.1) THE CONVERSION CONTRACT REQUIRES THAT EACH SCHOOL RISE FROM A FAILING REPORT CARD TO A C OR BEYOND IN 5 YEARS OR LESS. 2) THE ANNUAL LOSS OF STUDENTS NEGATIVELY AFFECTS SCHOOL FUNDING AND THEREFORE ALSO NEGATIVELY AFFECTS STUDENT LEARNING DUE TO ALLOCATED FUNDING DECREASING PER STUDENT. WITH THE CHARTER SCHOOL CONVERSION REGISTRATION AMONG FAMILIES FOR ENROLLMENT WAS OVER CAPACITY , TRANSLATING TO RETAINED FUNDING AND IMPROVED LEARNING RESULTS FOR MONTGOMERY PUBLIC SCHOOLS. 3) OVER 1,300 CHILDREN WILL BE IMPACTED BY THE CHARTER SCHOOL CONVERSION WITH STUDENTS HAVING THE PROMISE OF A HIGHER PERFORMING ENVIRONMENT FROM KINDERGARTEN THROUGH 8TH GRADE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtDescDesc
$37,756READING ON WHEELS: AIMS TO ENGAGE MONTGOMERY'S YOUTH DURING THE SUMMER THROUGH LITERACY AND STEM BY PROVIDING A MOBILE LIBRARY AND MULTI-CONCEPT STEM ENRICHMENT LAB.
$31,257COMMUNITY 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 Other Prog Srvc Expense$69,013TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,028,970TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 Individuals0GrantsToIndividualsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee74EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANN MCKIMMON SIKES
PRESIDENT45.00Yes (X)$83,600$0$0
PAUL HANKINS
CHAIRMAN0.50Yes (X)$0$0$0
DAVE BORDEN
VP CHAIRMAN0.50Yes (X)$0$0$0
JAY LOVE
TREASURER/SECRETARY0.50Yes (X)$0$0$0
CATHY GASSENHEIMER
DIRECTOR0.50Yes (X)$0$0$0
INGE HILL
DIRECTOR0.50Yes (X)$0$0$0
LORA MCCLENDON
DIRECTOR0.50Yes (X)$0$0$0
ANGEL LEONARD
DIRECTOR0.50Yes (X)$0$0$0
LIZ CARTER
DIRECTOR0.50Yes (X)$0$0$0
PAULETTE MONCRIEF
DIRECTOR0.50Yes (X)$0$0$0
ANN MCCURDY
DIRECTOR0.50Yes (X)$0$0$0
CAROLINE NOVAK
DIRECTOR0.50Yes (X)$0$0$0
GARY COBBS
DIRECTOR0.50Yes (X)$0$0$0
TREY SIPPIAL
DIRECTOR0.50Yes (X)$0$0$0
KEN UPCHURCH
DIRECTOR0.50Yes (X)$0$0$0
THOMAS VOCINO
DIRECTOR0.50Yes (X)$0$0$0
LISA STEVENS
DIRECTOR0.50Yes (X)$0$0$0
BARBARA WELLS
DIRECTOR0.50Yes (X)$0$0$0
LEE FARROW
DIRECTOR0.50Yes (X)$0$0$0
JAYNE WILLIAMS
DIRECTOR0.50Yes (X)$0$0$0
CHARLES JACKSON
DIRECTOR0.50Yes (X)$0$0$0
DAWN OWENS
DIRECTOR0.50Yes (X)$0$0$0
MAC MCLEOD
DIRECTOR0.50Yes (X)$0$0$0
GALEN THACKSTON
DIRECTOR0.50Yes (X)$0$0$0
LISA WILLIAMS
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$83,600TotalReportableCompFromOrgAmt
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
Government Grants$628,624GovernmentGrantsAmt
All Other Contributions$254,561AllOtherContributionsAmt
Total Contributions$883,185TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$456TotalRevenueColumnAmt
Related Or Exempt Func Income$456RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,384FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,384TotalRevenueColumnAmt
Exclusion$14,384ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$898,025TotalRevenueColumnAmt
Related Or Exempt Func Income$456RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,384ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$92,001TotalAmt
Program Services$56,055ProgramServicesAmt
Management And General$31,054ManagementAndGeneralAmt
Fundraising$4,892FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$656,765TotalAmt
Program Services$628,386ProgramServicesAmt
Management And General$28,379ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$62,210TotalAmt
Program Services$52,555ProgramServicesAmt
Management And General$8,040ManagementAndGeneralAmt
Fundraising$1,615FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$140TotalAmt
Management And General$140ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,264TotalAmt
Management And General$11,264ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$5,362TotalAmt
Fundraising$5,362FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$123,418TotalAmt
Program Services$118,597ProgramServicesAmt
Management And General$4,821ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$144TotalAmt
Program Services$144ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$584TotalAmt
Management And General$584ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,957TotalAmt
Program Services$24,353ProgramServicesAmt
Management And General$5,604ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,253TotalAmt
Management And General$14,253ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,937TotalAmt
Program Services$3,766ProgramServicesAmt
Management And General$171ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,948TotalAmt
Program Services$2,094ProgramServicesAmt
Management And General$854ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,936TotalAmt
Management And General$1,936ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,657TotalAmt
Program Services$5,917ProgramServicesAmt
Management And General$5,740ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM SUPPLIES$127,867$123,984$3,883
PROFESSIONAL DEVELOPMEN$14,351$13,119$1,232
EQUIPMENT RENTAL$3,300$3,300
TELEPHONE$281$281

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,162,542TotalAmt
Program Services$1,028,970ProgramServicesAmt
Management And General$121,703ManagementAndGeneralAmt
Fundraising$11,869FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$215,773BOYAmt
EOY$12,948EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$271,438BOYAmt
EOY$143,894EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$522LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$271LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$412BOYAmt
EOY$251EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,318BOYAmt
EOY$1,318EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$488,941BOYAmt
EOY$158,411EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,453BOYAmt
EOY$11,440EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$66,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,453BOYAmt
EOY$11,440EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$411,488BOYAmt
EOY$146,971EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,488BOYAmt
EOY$146,971EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$488,941BOYAmt
EOY$158,411EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$264,517ReconcilationRevenueExpnssAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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$701,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$662,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,074,640CurrentTaxYearMinus1YearAmt
Current Tax Year$897,570CurrentTaxYearAmt
Total$4,028,539TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$701,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$662,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,074,640CurrentTaxYearMinus1YearAmt
Current Tax Year$897,570CurrentTaxYearAmt
Total$4,028,539TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,028,539PublicSupportTotal170Amt
Total Support$4,028,539TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

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$522OtherCostOrOtherBasisAmt
Depreciation$271DepreciationAmt
Book Value$251BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$251TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$898,025TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$898,025RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$898,025TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,162,542TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,162,542ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,162,542TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2CHARTER SCHOOLS:MONTGOMERY EDUCATION FOUNDATION IS PARTNERING WITH MONTGOMERY PUBLIC SCHOOLS TO ACCELERATE THE LEARNING OPPORUNITIES FOR STUDENTS AT DAVIS ELEMENTARY, E.D. NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL.
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 EXECUTIVE DIRECTOR WHOM POSSES 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 EXECUTIVE DIRECTOR WHOM POSSES THE FOUNDATION'S BOOKS AND RECORDS AND UPON CONTACTING HER, THE FOUNDATION OFFERS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THEW PUBLIC UPON REQUEST. THE BOARD OF DIRECTORS ALSO THROUGOUHLY REVIEWS THESE DOCUMENTS AT THE BOARD MEETINGS.
FORM 990, PART IX, LINE 11GFEES FOR CONSULTANTS: PROGRAM SERVICE EXPENSES 112,749. MANAGEMENT AND GENERAL EXPENSES 4,821. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,570. FEES FOR PROGRAM EVENTS: PROGRAM SERVICE EXPENSES 5,848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,848.

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