MONTGOMERY EDUCATION FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY EDUCATION FOUNDATION (EIN 46-3586388)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-31
IRS object ID
201803049349301605
Schema version
2017v2.3
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)
Return2018-10-31T12:57:45-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3346471700PhoneNum
Signature2018-10-31SignatureDt
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)
IP2018-10-31IPDt
IP Tm12:54:43IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id94EE44E95B2BD40D4BBEE27DAE06DCE4E68F16CAAtSubmissionCreationDeviceId
At Submission Filing Device Id141A36FD6484036A062A4B9A4A811A93C2815F47AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

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$1,063,708GrossReceiptsAmt
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 STUDENTSActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee58TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$692,614PYContributionsGrantsAmt
CY Contributions Grants$1,051,206CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$126PYInvestmentIncomeAmt
CY Investment Income$312CYInvestmentIncomeAmt
PY Other Revenue$42,168PYOtherRevenueAmt
CY Other Revenue$12,190CYOtherRevenueAmt
PY Total Revenue$734,908PYTotalRevenueAmt
CY Total Revenue$1,063,708CYTotalRevenueAmt
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$570,532PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$657,728CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$6,582CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,337CYTotalFundraisingExpenseAmt
PY Other Expenses$153,882PYOtherExpensesAmt
CY Other Expenses$173,127CYOtherExpensesAmt
PY Total Expenses$724,414PYTotalExpensesAmt
CY Total Expenses$837,437CYTotalExpensesAmt
PY Revenues Less Expenses$10,494PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$226,271CYRevenuesLessExpensesAmt
Total Assets BOY$213,528TotalAssetsBOYAmt
Total Assets EOY$488,941TotalAssetsEOYAmt
Total Liabilities BOY$28,311TotalLiabilitiesBOYAmt
Total Liabilities EOY$77,453TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$185,217NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$411,488NetAssetsOrFundBalancesEOYAmt
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$375,127ExpenseAmt
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$251,035ExpenseAmt
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$36,333ExpenseAmt
DescCOMMUNITY 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 EDUCATORSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDesc
$37,287READING 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.
$18,828OTHER PROGRAM SERVICES: TO ACHIEVE AND ACCOMPLISH EDUCATING SOCIO-ECONIMCALLY DISADVANTAGED CHILDREN IN SCHOOL IN MONTGOMERY AND THE SURROUNDING AREA. PORTIONS OF FUNDING IS ALSO EXPENSED TO THREE OTHER AREAS KNOWN AS THE CHARTER SCHOOL, 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$56,115TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$718,610TotalProgramServiceExpensesAmt
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 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 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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee58EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
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 (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANN MCKIMMON SIKES
EXECUTIVE DIRECTOR40.00Yes (X)$81,869$0$0
PAUL HANKINS
CHAIRMAN0.50Yes (X)$0$0$0
DAVE BORDEN
VP CHAIRMAN0.50Yes (X)$0$0$0
STEVE BROWN
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
JAY LOVE
DIRECTOR0.50Yes (X)$0$0$0
MAC MCLEOD
DIRECTOR0.50Yes (X)$0$0$0
GALEN THACKSTON
DIRECTOR0.50Yes (X)$0$0$0
DAWN OWENS
DIRECTOR0.50Yes (X)$0$0$0
LISA WILLIAMS
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$81,869TotalReportableCompFromOrgAmt
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$1,041,467GovernmentGrantsAmt
All Other Contributions$9,739AllOtherContributionsAmt
Total Contributions$1,051,206TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$312TotalRevenueColumnAmt
Related Or Exempt Func Income$312RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,190FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,190TotalRevenueColumnAmt
Exclusion$12,190ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,063,708TotalRevenueColumnAmt
Related Or Exempt Func Income$312RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,190ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$81,871TotalAmt
Program Services$49,123ProgramServicesAmt
Management And General$29,473ManagementAndGeneralAmt
Fundraising$3,275FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$525,146TotalAmt
Program Services$499,839ProgramServicesAmt
Management And General$25,307ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$50,711TotalAmt
Program Services$43,223ProgramServicesAmt
Management And General$7,008ManagementAndGeneralAmt
Fundraising$480FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,261TotalAmt
Management And General$11,261ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$6,582TotalAmt
Fundraising$6,582FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,519TotalAmt
Program Services$21,519ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,255TotalAmt
Program Services$314ProgramServicesAmt
Management And General$2,941ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,641TotalAmt
Program Services$9,738ProgramServicesAmt
Management And General$2,903ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,053TotalAmt
Management And General$14,053ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,433TotalAmt
Program Services$4,118ProgramServicesAmt
Management And General$315ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,207TotalAmt
Program Services$1,509ProgramServicesAmt
Management And General$698ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,837TotalAmt
Management And General$1,837ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$110TotalAmt
Management And General$110ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,946TotalAmt
Program Services$5,341ProgramServicesAmt
Management And General$5,605ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM SUPPLIES$77,594$75,875$1,719
PROFESSIONAL DEVELOPMEN$8,438$8,011$427
EQUIPMENT RENTAL$2,909$2,909
TELEPHONE$1,652$1,652

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$272TotalAmt
Management And General$272ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$837,437TotalAmt
Program Services$718,610ProgramServicesAmt
Management And General$108,490ManagementAndGeneralAmt
Fundraising$10,337FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,008BOYAmt
EOY$215,773EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$131,520BOYAmt
EOY$271,438EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$1,318EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$522LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$110LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$412EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$213,528BOYAmt
EOY$488,941EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,311BOYAmt
EOY$11,453EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$66,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,311BOYAmt
EOY$77,453EOYAmt
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$185,217BOYAmt
EOY$411,488EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$185,217BOYAmt
EOY$411,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$213,528BOYAmt
EOY$488,941EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$226,271ReconcilationRevenueExpnssAmt
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 CommitteeYes (1)AuditCommitteeInd
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$271,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$701,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$662,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692,614CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,640CurrentTaxYearAmt
Total$3,402,447TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$271,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$701,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$662,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692,614CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,640CurrentTaxYearAmt
Total$3,402,447TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,402,447PublicSupportTotal170Amt
Total Support$3,402,447TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$522OtherCostOrOtherBasisAmt
Depreciation$110DepreciationAmt
Book Value$412BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$412TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,063,708TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,063,708RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,063,708TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$837,437TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$837,437ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$837,437TotalExpensesPerForm990Amt

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 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.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE REASON THE RETURN WAS FILED LATE IS DUE TO A MISUNDERSTANDING WHEN A CHANGE IN THE ACCOUNTING STAFF (WITHIN MONTGOMERY EDUCATION FOUNDATION) OCCURRED. THE FOUNDATION THOUGHT THE FORMER ACCOUNTANT HAD ALREADY FILED THE EXTENSION; HOWEVER, WHEN THIS STAFF CHANGE OCCURRED, IT WAS DISCOVERED THE FORMER EMPLOYYEE HAD NOT IN FACT FILED THE EXTENSION. CONSEQUENTLY, THE FOUNDATION THEN FILED FOR AN EXTENSION WITH THE INTERNAL REVENUE SERVICE AFTER THE MAY 15 DUE DATE, BUT WAS DENIED SAID EXTENSION. THE FOUNDATION IN NO WAY PURPOSEFULLY ATTEMPTED TO EVADE OR VIOLATE THE INTERNAL REVENUE CODE SECTION 6652 (C) (1) TO FILE THEIR INCOME TAX RETURN.DUE TO THIS CONFUSION TRANSPIRING FROM THE CHANGE IN INTERNAL ACCOUNTANTS, WE RESPECTFULLY REQUEST A WAIVER OF THE PENALTIES DUE AND APOLOGIZE WITH UTMOST SINCERETY FOR THE ERROR IN FILING. THE FOUNDATION HAS ASSIGNED FUTURE FILING RESPONSIBILIES TO THEIR OUTSIDE CPA FIRM TO AVOID THIS ISSUE IN THE FUTURE.ExplanationTxt

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