Civic Intelligence

Montgomery Education Foundation

EIN 46-3586388 • 501(c)3 • Montgomery, AL

Profile

Montgomery Education Foundations 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 volnteerism.

5950 Carmichael Road Rm 101Montgomery, AL 36117

www.montgomeryed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.24x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.9%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

9.0%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-0.3%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$516,296

Up $42,835 (+9.0%) from 2023

Liabilities

Up

$125,144

Up $9,254 (+8.0%) from 2023

Net Assets

Up

$391,152

Up $33,581 (+9.4%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin44th percentile

Revenue

Down

$1,785,345

Down $5,535 (-0.3%) from 2023

Expenses

Up

$1,751,764

Up $246,263 (+16%) from 2023

Net Income

Down

$33,581

Down $251,798 (-88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2013: $206,577Liabilities 2013: $13,099Net Assets 2013: $193,4782013Assets 2014: $206,465Liabilities 2014: $22,530Net Assets 2014: $183,9352014Assets 2015: $181,061Liabilities 2015: $6,338Net Assets 2015: $174,7232015Assets 2016: $213,528Liabilities 2016: $28,311Net Assets 2016: $185,2172016Assets 2017: $488,941Liabilities 2017: $77,453Net Assets 2017: $411,4882017Assets 2018: $158,411Liabilities 2018: $11,440Net Assets 2018: $146,9712018Assets 2019: $320,210Liabilities 2019: $189,333Net Assets 2019: $130,8772019Assets 2020: $285,779Liabilities 2020: $19,566Net Assets 2020: $266,2132020Assets 2021: $469,576Liabilities 2021: $183,368Net Assets 2021: $286,2082021Assets 2022: $279,516Liabilities 2022: $131,806Net Assets 2022: $147,7102022Assets 2023: $473,461Liabilities 2023: $115,890Net Assets 2023: $357,5712023Assets 2024: $516,296Liabilities 2024: $125,144Net Assets 2024: $391,1522024

Highlighted filing

2024

Assets$516,296
Liabilities$125,144
Net Assets$391,152
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2013: $271,478Expenses 2013: $78,000Net Income 2013: $193,4782013Revenue 2014: $743,578Expenses 2014: $753,121Net Income 2014: -$9,5432014Revenue 2015: $704,820Expenses 2015: $714,032Net Income 2015: -$9,2122015Revenue 2016: $734,908Expenses 2016: $724,414Net Income 2016: $10,4942016Revenue 2017: $1,063,708Expenses 2017: $837,437Net Income 2017: $226,2712017Revenue 2018: $898,025Expenses 2018: $1,162,542Net Income 2018: -$264,5172018Revenue 2019: $1,224,526Expenses 2019: $1,240,620Net Income 2019: -$16,0942019Revenue 2020: $1,346,590Expenses 2020: $1,212,148Net Income 2020: $134,4422020Revenue 2021: $1,283,603Expenses 2021: $1,263,608Net Income 2021: $19,9952021Revenue 2022: $685,272Expenses 2022: $823,770Net Income 2022: -$138,4982022Revenue 2023: $1,790,880Expenses 2023: $1,505,501Net Income 2023: $285,3792023Revenue 2024: $1,785,345Expenses 2024: $1,751,764Net Income 2024: $33,5812024

Highlighted filing

2024

Revenue$1,785,345
Expenses$1,751,764
Net Income$33,581
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,296
Liabilities
$125,144
Net assets
$391,152
Revenue
$1,785,345
Expenses
$1,751,764
Net income
$33,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.13$0.39$1.79$1.75$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.12$0.36$1.79$1.51$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.13$0.15$0.69$0.82$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.18$0.29$1.28$1.26$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.02$0.27$1.35$1.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.19$0.13$1.22$1.24$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.01$0.15$0.90$1.16$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.08$0.41$1.06$0.84$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.19$0.73$0.72$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.70$0.71$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.18$0.74$0.75$0.01
2013Summary only. Only limited summary data is available for this year.$0.21$0.01$0.19$0.27$0.08$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$1,785,345
Mission and Program Overview

Mission

Montgomery Education Foundations 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 volnteerism.

Montgomery education foundation provides resources and programs that support academic success for public schools and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$255,613$281,287▲ $25,674
Cash and Non-Interest-Bearing Accounts$217,848$234,506▲ $16,658
Land, Buildings, and Equipment, Net$0$503▲ $503
Total Assets$473,461$516,296▲ $42,835
Liabilities
Accounts Payable and Accrued Expenses$48,845$120,311▲ $71,466
Grants Payable$22,282--
Other Liabilities$44,763$4,833▼ $39,930
Total Liabilities$115,890$125,144▲ $9,254
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$357,571$391,152▲ $33,581
Total Net Assets Fund Balance$357,571$391,152▲ $33,581
Total Liabilities and Net Assets / Fund Balance$473,461$516,296▲ $42,835

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$503$1,785$2,288
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Ann Mckimmon SikesPresidentFT$83,600$83,600

Board Members and Trustees

NameTitle
Paul HankinsChairman
Dave BordenVice Chairman
Caroline NovakBoard Member
Danyiel WadkinsBoard Member
Keeshsa JonesBoard Member
Dr Marcus VandiverSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,783,935
Program Service Revenue
$0
Investment Income
$1,410
Other Revenue
$0
All Other Contributions
$1,783,935
Change in Net Assets
$33,581

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,785,345
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$163,504
Total Revenue per Audited Statements
$1,948,849
Total Revenue per Form 990
$1,785,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,167,678
Other Expenses$584,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$894,928$105,830-$1,000,758
Fees for Services Management$93,259--$93,259
Current Officers, Directors, Trustees, and Key Employees$40,885$42,715-$83,600
Payroll Taxes$70,879$12,441-$83,320
Fees for Services Other$71,888--$71,888
Insurance$24,898$32,374-$57,272
Travel$37,630--$37,630
Fees for Services Accounting$8,553$28,510-$37,063
Information Technology$20,447$3,299-$23,746
Fees for Services Legal$16,231$128-$16,359
Occupancy$4,276$9,977-$14,253
Other Expenses$4,045$4,001-$8,046
All Other Expenses-$2,522-$2,522
Depreciation Depletion$963$107-$1,070
Interest$414$276-$690
Office Expenses$304$34-$338
Conferences and Meetings$161$165-$326
Total Functional Expenses$1,509,024$242,740$0$1,751,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,915,268
Expenses per Audited Statements$1,751,764
Total Expenses per Form 990$1,751,764
Expenses Not Reported on Form 990$163,504
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$4,833
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Montgomery Education Foundation
EIN
46-3586388
Phone
3346471700
Address
5950 CARMICHAEL ROAD RM 101, MONTGOMERY, AL 36117

Signing Officer

Name
Ann Mckimmon Sikes
Title
President
Phone
3346471700
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Mckimmon Sikes
Formed
2013
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
168
Volunteers
0

Preparer

Firm
Leadingham Rodgers LLC
Address
7001 BROCKPORT COURT, MONTGOMERY, AL 36117
Preparer
Arthur M Leadingham Jr CPA
Phone
3342703366
Supplemental Narrative

Financial Statement Notes

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment in charter schools”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment in charter schools”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/OtherExpensesGrp/Desc1SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL & INSTRUCTI
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14001
IRS990/OtherExpensesGrp/ProgramServicesAmt0114293
IRS990/OtherExpensesGrp/ProgramServicesAmt157234
IRS990/OtherExpensesGrp/ProgramServicesAmt247736
IRS990/OtherExpensesGrp/ProgramServicesAmt34045
IRS990/OtherExpensesGrp/TotalAmt0114293
IRS990/OtherExpensesGrp/TotalAmt157595
IRS990/OtherExpensesGrp/TotalAmt247736
IRS990/OtherExpensesGrp/TotalAmt38046
IRS990/OtherLiabilitiesGrp/BOYAmt044763
IRS990/OtherLiabilitiesGrp/EOYAmt04833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0105830
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0894928
IRS990/OtherSalariesAndWagesGrp/TotalAmt01000758
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012441
IRS990/PayrollTaxesGrp/ProgramServicesAmt070879
IRS990/PayrollTaxesGrp/TotalAmt083320
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANN MCKIMMON SIKES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUMMER LEARNING PROGRAM: ENGAGES MONTGOMERY'S YOUTH DURING THE SUMMER, THROUGH LITERACY & STEM WITH A MULTI-CONCEPT STEM ENRICHMENT LAB AND PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN, AND BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.MGM READS (A SUB-PROGRAM OF SUMMER LEARNING: SEEKS TO PROVIDE AND DISTRIBUTE UNDERSERVED STUDENTS AND FAMILIES IN THE MONTGOMERY COMMUNITY WITH CULTURALLY RELEVANT BOOKS AND LITERACY SUPPORT MATERIALS TO EXTEND LEARNING SUPPORT DURING THE SUMMER.)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117920
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTER SCHOOLS:THE CHARTER SCHOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES, IMPROVE ACADEMIC AND SOCIAL PERFORMANCE, AND IMPLEMENT NEW & SUCCESSFUL INSTRUCTIONAL STRATEGIES FOR STUDENTS AT DAVIS ELEMENTARY, NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL. THE CHARTER SCHOOL CONVERSION'S OVERALL OBJECTIVE INCLUDE: 1) FOR EACH SCHOOL TO RISE FROM A FAILING REPORT CARD TO A "C OR ABOVE IN 5 YEARS OR LESS, 2) TO INCREASE FUNDING AND RETAINED FUNDING BY IMPROVING LEARNING AND ACADEMIC PERFORMACE/RESULTS, AND 3) IMPACT A LARGER NUMBER OF STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt061301
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BOLD GOALS: SEEKS TO HELP PROVIDE HIGH QUALITY EARLY LEARNING BY INCREASING KINDERGARTEN READINESS AND REMOVING BARRIES TO EARLY GRADE READING.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OTHER PROGRAM SERVICES: TO ACHIEVE AND ACCOMPLISH EDUCATING SOCIO-ECONIMCALLY DISADVANTAGED CHILDREN IN SCHOOL IN MONTGOMERY AND THE SURROUNDING AREA. FUNDING IS EXPENSED TO PRE-KINDERGARTEN THROUGH SIXTH GRADERS TO HELP ADVANCE THE EDUCATION OFFERED IN THE ALABAMA SCHOOL SYSTEMS, AND HELP FULFILL THE BASIC NEEDS, SUPPLIES, AND QUALITY EDUCATION IN ORDER TO ACCOMPLISH THIS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt025428
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt164390
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0250000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01787305
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03575
IRS990/PYOtherExpensesAmt0550050
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0285379
IRS990/PYSalariesCompEmpBnftPaidAmt0955451
IRS990/PYTotalExpensesAmt01505501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01790880
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt033581
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 162,500. 2021 AMOUNT: $ 143,139. AL COVID-19 GRANT - 2020 AMOUNT: $ 20,000. ERC RECEIVABLE - 2022 AMOUNT: $ 205,633.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01783935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01581672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01140188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01163739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01178995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06848529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0205633
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0143139
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0182500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0531272
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92730
IRS990ScheduleA/PublicSupportPY170Pct00.91760
IRS990ScheduleA/PublicSupportTotal170Amt06848529
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01783935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01581672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01140188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01163739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01178995
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06848529
IRS990ScheduleA/TotalSupportAmt07385062
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt0163504
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01751764
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0163504
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0503
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01785
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherRevenueAmt0163504
IRS990ScheduleD/RevenueNotReportedAmt0163504
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01785345
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT IN CHARTER SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT IN CHARTER SCHOOLS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0503
IRS990ScheduleD/TotalExpensesPerForm990Amt01751764
IRS990ScheduleD/TotalLiabilityAmt04833
IRS990ScheduleD/TotalRevenuePerForm990Amt01785345
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01948849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01915268
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FINANCIAL STATEMENTS AND 990 FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0473461
IRS990/TotalAssetsEOYAmt0516296
IRS990/TotalAssetsGrp/BOYAmt0473461
IRS990/TotalAssetsGrp/EOYAmt0516296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01783935
IRS990/TotalEmployeeCnt0168
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0242740
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01509024
IRS990/TotalFunctionalExpensesGrp/TotalAmt01751764
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115890
IRS990/TotalLiabilitiesEOYAmt0125144
IRS990/TotalLiabilitiesGrp/BOYAmt0115890
IRS990/TotalLiabilitiesGrp/EOYAmt0125144
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0357571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0391152
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt089818
IRS990/TotalOtherProgSrvcRevenueAmt0250000
IRS990/TotalProgramServiceExpensesAmt01509024
IRS990/TotalReportableCompFromOrgAmt083600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01410
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01785345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0473461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0516296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt037630
IRS990/TravelGrp/TotalAmt037630
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05950 CARMICHAEL ROAD RM 101
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036117
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYED.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MCKIMMON SIKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03346471700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0463586388

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