Civic Intelligence

Montgomery Education Foundation

990 • Fiscal year 2021 • EIN 46-3586388

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.MONTGOMERYED.ORG
5950 Carmichael Road 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

79th percentile

0.39x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

29th percentile

1.6%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$83,600

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

64%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-4.7%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$469,576

Up $183,797 (+64%) from 2020

Net Assets

Up

$286,208

Up $19,995 (+7.5%) from 2020

Liabilities

Up

$183,368

Up $163,802 (+837%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin29th percentile

Revenue

Down

$1,283,603

Down $62,987 (-4.7%) from 2020

Expenses

Up

$1,263,608

Up $51,460 (+4.2%) from 2020

Net Income

Down

$19,995

Down $114,447 (-85%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$469,576
Liabilities$183,368
Net Assets$286,208
Open 2021 Filing

Operations Trend

Revenue Growth25th 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

2021

Revenue$1,283,603
Expenses$1,263,608
Net Income$19,995
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$1,283,603
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$106,894$376,879▲ $269,985
Cash and Non-Interest-Bearing Accounts$178,796$92,667▼ $86,129
Land, Buildings, and Equipment, Net$89$30▼ $59
Total Assets$285,779$469,576▲ $183,797
Liabilities
Grants Payable-$165,075-
Accounts Payable and Accrued Expenses$9,500$14,000▲ $4,500
Other Liabilities$10,066$4,293▼ $5,773
Total Liabilities$19,566$183,368▲ $163,802
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$186,957$286,208▲ $99,251
Net Assets With Donor Restrictions$79,256$0▼ $79,256
Total Net Assets Fund Balance$266,213$286,208▲ $19,995
Total Liabilities and Net Assets / Fund Balance$285,779$469,576▲ $183,797

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30$1,207$1,237
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

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

Board Members and Trustees

NameTitle
Paul HankinsChairman
Dave BordenVP Chairman
Caroline NovakBoard Member
Charles JacksonBoard Member
Keeshsa JonesBoard Member
Jay LoveTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,283,327
Program Service Revenue
$0
Investment Income
$276
Other Revenue
$0
All Other Contributions
$392,141
Change in Net Assets
$19,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,283,603
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,283,603
Total Revenue per Form 990
$1,283,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$803,479
Other Expenses$460,129
Total Fundraising Expense$5,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$585,202$65,022-$650,224
Current Officers, Directors, Trustees, and Key Employees$50,160$30,096$3,344$83,600
Payroll Taxes$60,963$7,823$869$69,655
Fees for Services Other$60,880$783-$61,663
Fees for Services Management$42,168--$42,168
Fees for Services Legal$39,331--$39,331
Fees for Services Accounting$11,172$19,367$867$31,406
Information Technology$26,069$1,903-$27,972
Insurance$10,099$9,127-$19,226
Occupancy$4,275$9,550$428$14,253
Travel$4,632$123-$4,755
Other Expenses$2,846$3,248-$2,846
Office Expenses$416$2,172-$2,588
All Other Expenses-$2,541-$2,541
Depreciation Depletion-$774-$774
Conferences and Meetings$77$113$48$238
Total Functional Expenses$1,103,404$154,648$5,556$1,263,608

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,263,608
Total Expenses per Audited Statements$1,263,608
Total Expenses per Form 990$1,263,608
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
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 Payables$4,293
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
2022-11-15
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
16
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.”

Raw XML AppendixShowing 400 of 412 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.

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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.
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IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/ExpenseAmt095333
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0299016
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY 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/Desc1OTHER 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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01346240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0350
IRS990/PYOtherExpensesAmt0468876
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0134442
IRS990/PYSalariesCompEmpBnftPaidAmt0743272
IRS990/PYTotalExpensesAmt01212148
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01346590
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt019995
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0800021
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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01140188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01163739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01178995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0897570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01074640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05455132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0143139
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0182500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0325639
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94360
IRS990ScheduleA/PublicSupportPY170Pct00.96480
IRS990ScheduleA/PublicSupportTotal170Amt05455132
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01140188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01163739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01178995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0897570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01074640
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05455132
IRS990ScheduleA/TotalSupportAmt05781047
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01263608
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt030
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01207
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL PAYABLES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01283603
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030
IRS990ScheduleD/TotalExpensesPerForm990Amt01263608
IRS990ScheduleD/TotalLiabilityAmt04293
IRS990ScheduleD/TotalRevenuePerForm990Amt01283603
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01283603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01263608
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/TotalAssetsBOYAmt0285779
IRS990/TotalAssetsEOYAmt0469576
IRS990/TotalAssetsGrp/BOYAmt0285779
IRS990/TotalAssetsGrp/EOYAmt0469576
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01283327
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05556
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154648
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01103404
IRS990/TotalFunctionalExpensesGrp/TotalAmt01263608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019566
IRS990/TotalLiabilitiesEOYAmt0183368
IRS990/TotalLiabilitiesGrp/BOYAmt019566
IRS990/TotalLiabilitiesGrp/EOYAmt0183368
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0266213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0286208
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01103404
IRS990/TotalReportableCompFromOrgAmt083600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0276
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01283603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0285779
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0469576
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0123
IRS990/TravelGrp/ProgramServicesAmt04632
IRS990/TravelGrp/TotalAmt04755
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MCKIMMON SIKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03346471700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0463586388
ReturnHeader/Filer/PhoneNum03346471700
ReturnHeader/Filer/USAddress/AddressLine1Txt05950 CARMICHAEL ROAD RM 101
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263850881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEADINGHAM RODGERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07001 BROCKPORT COURT

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,576
Liabilities
$183,368
Net assets
$286,208
Revenue
$1,283,603
Expenses
$1,263,608
Net income
$19,995
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
2021Detailed filing. Detailed filing data is available for this year.$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