MELISSA EDUCATION FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MELISSA EDUCATION FOUNDATION (EIN 13-4309120)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-04-05
IRS object ID
201840959349300144
Schema version
2016v3.1
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)
Return2018-04-05T18:25:14-05:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455631866PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERBY & KERBY PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1040AddressLine1Txt
CityMC KINNEYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750701040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134309120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELIBusinessNameControlTxt
Phone9728372411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 185AddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLIE MAYNARDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9728372411PhoneNum
Signature2018-03-23SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK KERBYPreparerPersonNm
PTINP01317596PTIN
Phone9725421233PhoneNum
Preparation2018-03-26PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdBEB678F4FB8446B07AC72931500D27ADB9989F43AtSubmissionCreationDeviceId
At Submission Filing Device IdCBD401D8482BDB677C359A267F96820AC2D4CF14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE JAMESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 TRAILRIDGE DRIVEAddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$202,763GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO PROMOTE QUALITY EDUCATION BY PROVIDING FOR SCHOLARSHIPS AND GRANTS FOR USE BY THE MELISSA INDEPENDENT SCHOOL DISTRICT AND ITS GRADUATING SENIORS,STUDENTS AND STAFF.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$202,085CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$678CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$202,763CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$30,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$55,398CYTotalFundraisingExpenseAmt
CY Other Expenses$134,851CYOtherExpensesAmt
CY Total Expenses$164,851CYTotalExpensesAmt
CY Revenues Less Expenses$37,912CYRevenuesLessExpensesAmt
Total Assets BOY$111,766TotalAssetsBOYAmt
Total Assets EOY$149,678TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$111,766NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$149,678NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE QUALITY EDUCATION BY PROVIDING FOR SCHOLARSHIPS AND GRANTS FOR USE BY THE MELISSA INDEPENDENT SCHOOL DISTRICT AND ITS GRADUATING SENIORS,STUDENTS AND STAFF.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$64,307ExpenseAmt
DescSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2016.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,530ExpenseAmt
DescSCHOLARSHIPS RANGING FROM 250 TO 1,800 WERE AWARDED TO QUALIFYING STUDENTS IN 2016.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,437ExpenseAmt
DescACCOUNTING SERVICESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,437TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$75,274TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKELLIE MAYNARDPersonNm
Phone9728372411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12903 ADAMS DRIVEAddressLine1Txt
CityMELISSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75454ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KELLIE MAYNARD
EXECUTIVE DI10.00Yes (X)$30,000$0$0
KELLY MAYBERRY
VICE PRESIDEYes (X)$0$0$0
BRUCE MINCHEY
BOARD MEMBERYes (X)$0$0$0
CINDY KASSON
TREASURERYes (X)$0$0$0
TIM KOCSIS
BOARD MEMBERYes (X)$0$0$0
TRACY POUNDERS
BOARD MEMBERYes (X)$0$0$0
GEORGE JAMES
PRESIDENTYes (X)$0$0$0
REED GREER
BOARD MEMBERYes (X)$0$0$0
JOE WOOD
BOARD MEMBERYes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$201,894FederatedCampaignsAmt
All Other Contributions$191AllOtherContributionsAmt
Total Contributions$202,085TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$678TotalRevenueColumnAmt
Related Or Exempt Func Income$678RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$202,763TotalRevenueColumnAmt
Related Or Exempt Func Income$678RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,365TotalAmt
Management And General$1,365ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$55,398TotalAmt
Fundraising$55,398FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,437TotalAmt
Program Services$3,437ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SCHOLASHIPS$64,307$64,307
TEACHING GRANTS$7,530$7,530
OFFICE EXPENSES$1,429$1,429
SUPPLIES$1,000$1,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$385TotalAmt
Management And General$385ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$164,851TotalAmt
Program Services$75,274ProgramServicesAmt
Management And General$34,179ManagementAndGeneralAmt
Fundraising$55,398FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY-$1EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$111,766BOYAmt
EOY$149,679EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,766BOYAmt
EOY$149,678EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,766BOYAmt
EOY$149,678EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,766BOYAmt
EOY$149,678EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,766BOYAmt
EOY$149,678EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$37,912ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,407CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,115CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,872CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,724CurrentTaxYearMinus1YearAmt
Current Tax Year$201,894CurrentTaxYearAmt
Total$664,012TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,370CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$188CurrentTaxYearMinus1YearAmt
Current Tax Year$81CurrentTaxYearAmt
Total$2,992TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,777CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,252CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,088CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,912CurrentTaxYearMinus1YearAmt
Current Tax Year$201,975CurrentTaxYearAmt
Total$667,004TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$667,004PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,777CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,252CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,088CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,912CurrentTaxYearMinus1YearAmt
Current Tax Year$201,975CurrentTaxYearAmt
Total$667,004TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DACCOUNTING SERVICES
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 11G0 0 55,398

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