Civic Intelligence

Montgomery Education Foundation

990 • Fiscal year 2018 • EIN 46-3586388

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.MONTGOMERYED.ORG
5950 Carmichael Road No Rm 101Montgomery, AL 36117

(334) 647-1700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.07x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$83,600

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$158,411

Down $330,530 (-68%) from 2017

Net Assets

Down

$146,971

Down $264,517 (-64%) from 2017

Liabilities

Down

$11,440

Down $66,013 (-85%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin10th percentile

Revenue

Down

$898,025

Down $165,683 (-16%) from 2017

Expenses

Up

$1,162,542

Up $325,105 (+39%) from 2017

Net Income

Down

-$264,517

Down $490,788 (-217%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$158,411
Liabilities$11,440
Net Assets$146,971
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$898,025
Expenses$1,162,542
Net Income-$264,517
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$898,025
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
Rtn Earn Endowment Incm Other Fnds$411,488$146,971▼ $264,517
Accounts Receivable$271,438$143,894▼ $127,544
Cash and Non-Interest-Bearing Accounts$215,773$12,948▼ $202,825
Land, Buildings, and Equipment, Net$412$251▼ $161
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$488,941$158,411▼ $330,530
Other Assets Total$1,318$1,318→ $0
Liabilities
Unsecured Notes Loans Payable$66,000--
Accounts Payable and Accrued Expenses$11,453$11,440▼ $13
Total Liabilities$77,453$11,440▼ $66,013
Net Assets / Fund Balance
Total Net Assets Fund Balance$411,488$146,971▼ $264,517
Total Liabilities and Net Assets / Fund Balance$488,941$158,411▼ $330,530

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$251$271$522
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

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

Board Members and Trustees

NameTitle
Paul HankinsChairman
Dave BordenVP Chairman
Angel LeonardDirector
Ann MccurdyDirector
Barbara WellsDirector
Caroline NovakDirector
Cathy GassenheimerDirector
Charles JacksonDirector
Dawn OwensDirector
Galen ThackstonDirector
Gary CobbsDirector
Inge HillDirector
Jayne WilliamsDirector
Ken UpchurchDirector
Lee FarrowDirector
Lisa StevensDirector
Lisa WilliamsDirector
Liz CarterDirector
Lora McclendonDirector
Mac McleodDirector
Paulette MoncriefDirector
Thomas VocinoDirector
Trey SippialDirector
Jay LoveTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$883,185
Program Service Revenue
$0
Investment Income
$456
Other Revenue
$14,384
All Other Contributions
$254,561
Change in Net Assets
$-264,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$898,025
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$898,025
Total Revenue per Form 990
$898,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$810,976
Other Expenses$346,204
Total Fundraising Expense$11,869
Professional Fundraising Fees$5,362
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$628,386$28,379-$656,765
Fees for Services Other$118,597$4,821-$123,418
Current Officers, Directors, Trustees, and Key Employees$56,055$31,054$4,892$92,001
Payroll Taxes$52,555$8,040$1,615$62,210
Information Technology$24,353$5,604-$29,957
Occupancy-$14,253-$14,253
Insurance$5,917$5,740-$11,657
Fees for Services Accounting-$11,264-$11,264
Fees for Services Professional Fundraising--$5,362$5,362
Travel$3,766$171-$3,937
Conferences and Meetings$2,094$854-$2,948
Interest-$1,936-$1,936
Office Expenses-$584-$584
Other Expenses$13,119$281-$281
Depreciation Depletion-$167-$167
Advertising$144--$144
Fees for Services Legal-$140-$140
Total Functional Expenses$1,028,970$121,703$11,869$1,162,542

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,162,542
Total Expenses per Audited Statements$1,162,542
Total Expenses per Form 990$1,162,542
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,384
Professional Fundraising Fees$5,362
Fundraising Direct Expenses$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 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 19

“The 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.”

Filing and Contact Details

Filer

Filer Name
Montgomery Education Foundation
EIN
46-3586388
Phone
3346471700
Address
5950 CARMICHAEL ROAD NO RM 101, MONTGOMERY, AL 36117

Signing Officer

Name
Ann Mckimmon Sikes
Title
President
Phone
3346471700
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Mckimmon Sikes
Formed
2013
Legal Domicile
Al
Voting Board Members
25
Independent Board Members
25
Employees
74
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part III, Line 2

“Charter 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 IX, Line 11G

“Fees 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.”

Raw XML AppendixShowing 400 of 536 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011440
IRS990/AccountsReceivableGrp/BOYAmt0271438
IRS990/AccountsReceivableGrp/EOYAmt0143894
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS.
IRS990/AdvertisingGrp/ProgramServicesAmt0144
IRS990/AdvertisingGrp/TotalAmt0144
IRS990/AllOtherContributionsAmt0254561
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0ANN MCKIMMON SIKES
IRS990/BooksInCareOfDetail/PhoneNum03346471700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05950 CARMICHAEL PLACE SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036117
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0215773
IRS990/CashNonInterestBearingGrp/EOYAmt012948
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04892
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031054
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt056055
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt092001
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0854
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02094
IRS990/ConferencesMeetingsGrp/TotalAmt02948
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0883185
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0456
IRS990/CYOtherExpensesAmt0346204
IRS990/CYOtherRevenueAmt014384
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-264517
IRS990/CYSalariesCompEmpBnftPaidAmt0810976
IRS990/CYTotalExpensesAmt01162542
IRS990/CYTotalFundraisingExpenseAmt011869
IRS990/CYTotalProfFndrsngExpnsAmt05362
IRS990/CYTotalRevenueAmt0898025
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0167
IRS990/DepreciationDepletionGrp/TotalAmt0167
IRS990/Desc0STARBASE: 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt074
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0522357
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011264
IRS990/FeesForServicesAccountingGrp/TotalAmt011264
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0140
IRS990/FeesForServicesLegalGrp/TotalAmt0140
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04821
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0118597
IRS990/FeesForServicesOtherGrp/TotalAmt0123418
IRS990/FeesForServicesProfFundraising/FundraisingAmt05362
IRS990/FeesForServicesProfFundraising/TotalAmt05362
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0ANN MCKIMMON SIKES
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL HANKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVE BORDEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAY LOVE
IRS990/Form990PartVIISectionAGrp/PersonNm4CATHY GASSENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm5INGE HILL
IRS990/Form990PartVIISectionAGrp/PersonNm6LORA MCCLENDON
IRS990/Form990PartVIISectionAGrp/PersonNm7ANGEL LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm8LIZ CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm9PAULETTE MONCRIEF
IRS990/Form990PartVIISectionAGrp/PersonNm10ANN MCCURDY
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLINE NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm12GARY COBBS
IRS990/Form990PartVIISectionAGrp/PersonNm13TREY SIPPIAL
IRS990/Form990PartVIISectionAGrp/PersonNm14KEN UPCHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS VOCINO
IRS990/Form990PartVIISectionAGrp/PersonNm16LISA STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm17BARBARA WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm18LEE FARROW
IRS990/Form990PartVIISectionAGrp/PersonNm19JAYNE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm20CHARLES JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm21DAWN OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm22MAC MCLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm23GALEN THACKSTON
IRS990/Form990PartVIISectionAGrp/PersonNm24LISA WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt083600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt014384
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GovernmentGrantsAmt0628624
IRS990/GrantAmt0321224
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0898025
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05604
IRS990/InformationTechnologyGrp/ProgramServicesAmt024353
IRS990/InformationTechnologyGrp/TotalAmt029957
IRS990/InsuranceGrp/ManagementAndGeneralAmt05740
IRS990/InsuranceGrp/ProgramServicesAmt05917
IRS990/InsuranceGrp/TotalAmt011657
IRS990/InterestGrp/ManagementAndGeneralAmt01936
IRS990/InterestGrp/TotalAmt01936
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0456
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0456
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0271
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0412
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0251
IRS990/LandBldgEquipCostOrOtherBssAmt0522
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MONTGOMERY 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0411488
IRS990/NetAssetsOrFundBalancesEOYAmt0146971
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014384
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014384
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014253
IRS990/OccupancyGrp/TotalAmt014253
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0584
IRS990/OfficeExpensesGrp/TotalAmt0584
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01318
IRS990/OtherAssetsTotalGrp/EOYAmt01318
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03883
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11232
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3281
IRS990/OtherExpensesGrp/ProgramServicesAmt0123984
IRS990/OtherExpensesGrp/ProgramServicesAmt113119
IRS990/OtherExpensesGrp/TotalAmt0127867
IRS990/OtherExpensesGrp/TotalAmt114351
IRS990/OtherExpensesGrp/TotalAmt23300
IRS990/OtherExpensesGrp/TotalAmt3281
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028379
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0628386
IRS990/OtherSalariesAndWagesGrp/TotalAmt0656765
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01615
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08040
IRS990/PayrollTaxesGrp/ProgramServicesAmt052555
IRS990/PayrollTaxesGrp/TotalAmt062210
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANN MCKIMMON SIKES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUMMER LEARNING PROGRAM: PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN, AND TO BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0315208
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTER 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0122392
IRS990/ProgSrvcAccomActyOtherGrp/Desc0READING 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1COMMUNITY 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
IRS990/ProgSrvcAccomActyOtherGrp/Desc2OTHER 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt037756
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt131257
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01051206
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0312
IRS990/PYOtherExpensesAmt0173127
IRS990/PYOtherRevenueAmt012190
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0226271
IRS990/PYSalariesCompEmpBnftPaidAmt0657728
IRS990/PYTotalExpensesAmt0837437
IRS990/PYTotalProfFndrsngExpnsAmt06582
IRS990/PYTotalRevenueAmt01063708
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-264517
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0411488
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0146971
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0897570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01074640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0692614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0662440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0701275

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,411
Liabilities
$11,440
Net assets
$146,971
Revenue
$898,025
Expenses
$1,162,542
Net income
-$264,517
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
2018Detailed filing. Detailed filing data is available for this year.$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