Civic Intelligence

Propel Education Forum Of

EIN 57-0897061 • 501(c)3 • Jackson, MS

Profile

The establishment of a permanent forum for the consideration of major education and workforce issues in mississippi.

PO Box 23276Jackson, MS 39225-3276

publiceducationforum.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.15x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.34x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,014,795

Up $63,057 (+6.6%) from 2024

Liabilities

Up

$1,719,015

Up $276,950 (+19%) from 2024

Net Assets

Down

-$704,220

Down $213,893 (-44%) from 2024

Revenue

Up

$520,600

Up $16,437 (+3.3%) from 2024

Expenses

Down

$760,191

Down $111,113 (-13%) from 2024

Net Income

Up

-$239,591

Up $127,550 (+35%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2011: $563,215Liabilities 2011: $40,385Net Assets 2011: $522,8302011Assets 2012: $479,074Liabilities 2012: $15,498Net Assets 2012: $463,5762012Assets 2013: $470,707Liabilities 2013: $26,745Net Assets 2013: $443,9622013Assets 2014: $461,570Liabilities 2014: $130,876Net Assets 2014: $330,6942014Assets 2015: $525,181Liabilities 2015: $321,229Net Assets 2015: $203,9522015Assets 2016: $511,700Liabilities 2016: $410,082Net Assets 2016: $101,6182016Assets 2017: $511,864Liabilities 2017: $466,323Net Assets 2017: $45,5412017Assets 2018: $557,386Liabilities 2018: $457,246Net Assets 2018: $100,1402018Assets 2019: $568,211Liabilities 2019: $547,477Net Assets 2019: $20,7342019Assets 2020: $611,116Liabilities 2020: $662,890Net Assets 2020: -$51,7742020Assets 2021: $665,862Liabilities 2021: $807,459Net Assets 2021: -$141,5972021Assets 2022: $945,253Liabilities 2022: $991,314Net Assets 2022: -$46,0612022Assets 2023: $1,012,722Liabilities 2023: $1,167,832Net Assets 2023: -$155,1102023Assets 2024: $951,738Liabilities 2024: $1,442,065Net Assets 2024: -$490,3272024Assets 2025: $1,014,795Liabilities 2025: $1,719,015Net Assets 2025: -$704,2202025

Highlighted filing

2025

Assets$1,014,795
Liabilities$1,719,015
Net Assets-$704,220

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $161,4702011Expenses 2012: $180,8342012Expenses 2013: $179,7092013Revenue 2014: $123,919Expenses 2014: $222,616Net Income 2014: -$98,6972014Revenue 2015: $266,809Expenses 2015: $378,653Net Income 2015: -$111,8442015Revenue 2016: $157,522Expenses 2016: $250,196Net Income 2016: -$92,6742016Revenue 2017: $159,771Expenses 2017: $226,528Net Income 2017: -$66,7572017Revenue 2018: $352,809Expenses 2018: $252,769Net Income 2018: $100,0402018Revenue 2019: $164,081Expenses 2019: $262,459Net Income 2019: -$98,3782019Revenue 2020: $233,709Expenses 2020: $271,899Net Income 2020: -$38,1902020Revenue 2021: $91,379Expenses 2021: $259,613Net Income 2021: -$168,2342021Revenue 2022: $526,313Expenses 2022: $395,264Net Income 2022: $131,0492022Revenue 2023: $349,553Expenses 2023: $454,022Net Income 2023: -$104,4692023Revenue 2024: $504,163Expenses 2024: $871,304Net Income 2024: -$367,1412024Revenue 2025: $520,600Expenses 2025: $760,191Net Income 2025: -$239,5912025

Highlighted filing

2025

Revenue$520,600
Expenses$760,191
Net Income-$239,591

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$1.72$0.70$0.52$0.76$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.95$1.44$0.49$0.50$0.87$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.01$1.17$0.16$0.35$0.45$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.99$0.05$0.53$0.40$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.81$0.14$0.09$0.26$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.66$0.05$0.23$0.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.55$0.02$0.16$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.46$0.10$0.35$0.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.47$0.05$0.16$0.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.41$0.10$0.16$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.32$0.20$0.27$0.38$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.13$0.33$0.12$0.22$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.03$0.44$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.02$0.46$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.04$0.52$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 10, 2026
Return Version
2024v5.0
Gross Receipts
$694,686
Mission and Program Overview

Mission

The establishment of a permanent forum for the consideration of major public education issues in mississippi.

The establishment of a permanent forum for the consideration of major education and workforce issues in mississippi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$462,078$494,172▲ $32,094
Cash and Non-Interest-Bearing Accounts$433,613$328,464▼ $105,149
Pledges and Grants Receivable-$145,500-
Inventories for Sale or Use$52,547$38,159▼ $14,388
Accounts Receivable$3,500$8,500▲ $5,000
Total Assets$951,738$1,014,795▲ $63,057
Liabilities
Other Liabilities$1,437,670$1,682,713▲ $245,043
Accounts Payable and Accrued Expenses$4,395$36,302▲ $31,907
Total Liabilities$1,442,065$1,719,015▲ $276,950
Net Assets / Fund Balance
Net Assets With Donor Restrictions$307,356$329,777▲ $22,421
Net Assets Without Donor Restrictions$-797,683$-1,033,997▼ $236,314
Total Net Assets Fund Balance$-490,327$-704,220▼ $213,893
Total Liabilities and Net Assets / Fund Balance$951,738$1,014,795▲ $63,057
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie PowellSr VP-foundaFT$179,394$42,438$221,832
Vickie PowellSr VP-foundations-$179,394$22,505$201,899
John S WallerPresident-$15,478$30,716$46,194

Board Members and Trustees

NameTitle
Alan SudduthChairman
Suzette L MathewsVice Chairma
Bobby MorganDirector
Cd SmithDirector
Dr Jacqueline BeasleyDirector
Eric SkaggsDirector
Keith MunnDirector
Martha CookeDirector
Melanie MorganDirector
Michael CallahanDirector
Mitch WaycasterDirector
Tice WhiteDirector
Matthew DavidsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,750
Program Service Revenue
$23,330
Investment Income
$10,520
Other Revenue
$0
All Other Contributions
$486,750
Change in Net Assets
$-239,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$448,584
Other Expenses$272,357
Grants and Similar Amounts Paid$39,250
Total Fundraising Expense$18,093
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$307,612$46,935$8,829$363,376
Fees for Services Other$112,584--$112,584
Conferences and Meetings$63,415--$63,415
Grants to Domestic Individuals$39,250--$39,250
Office Expenses$32,559$2,418$646$35,623
Payroll Taxes$23,063$3,834$1,023$27,920
Pension Plan Contributions$21,455$3,273$615$25,343
Current Officers, Directors, Trustees, and Key Employees$5,556$5,556$5,555$16,667
Other Employee Benefits$12,859$2,003$416$15,278
Fees for Services Accounting$12,291$1,545$412$14,248
Occupancy$11,759$1,456$389$13,604
Advertising$12,233--$12,233
Travel$8,864--$8,864
Information Technology$4,949$490$131$5,570
Fees for Service Investment Mgmnt Fees-$4,121-$4,121
Insurance$1,730$288$77$2,095
Total Functional Expenses$670,179$71,919$18,093$760,191
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
Due to Mec$1,682,713
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 was reviewed by the organization's president and contracted cfo prior to filing.

Form 990, Page 6, Part VI, Line 12C

Annually, board members are given a form whereby they can document any relationships that could give rise to conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The public education forum of mississippi is a subsidiary of the mississippi economic council, a 501 (c) (6) organization. The mississippi economic council provides use of its employees and facilities to the public education forum of mississippi. Amounts are allocated between the organizations based on management's estimates and the public education forum of mississippi reimburses the mississipi economic council when funds are available. The mississippi economic council's board of directors approves the compensation of the mississippi economic council's president & ceo, who also serves as president of the organization.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy or financial statements available upon request to the general public.

Filing and Contact Details

Filer

Filer Name
Propel Education Forum of
EIN
57-0897061
Phone
6019690022
Address
PO BOX 23276, JACKSON, MS 39225-3276

Signing Officer

Name
John S Waller
Title
President
Phone
6019690022
Signed
2026-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John S Waller
Formed
1989
Legal Domicile
Ms
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Corbin & Biggs Pllc
Address
385-B HIGHLAND COLONY PARKWAY SUIT, RIDGELAND, MS 39157
Preparer
George M Biggs Jr
Phone
6019572001
Supplemental Narrative

Additional Explanations

Form 990

The public education forum does not pay any salaries directly. Amounts listed in part vii, section a as well as part ix lines 5 &7 are amounts that were paid by the mississippi economic council and allocated to pef based on estimated time mec employees devoted to pef.

Form 990, Page 2, Part III, Line 4D

Development of private sector support for the state board of education's strategic plan and other educational needs.

Form 990, Part IX, Line 11G

Contracted services 54,442 0 0 accountability contract servi 20,000 0 0 workfuture 38,142 0 0 total 112,584 0 0

Financial Statement Notes

Schedule D, Page 3, Part X

Mec is exempt from income taxes under internal revenue code section 501(c) (6). The mbsf and pef are exempt from income taxes under internal revenue code section 501(c)(3). Accounting rules prescribe when to recognize and how to measure the financial statement effect, if any, of income tax positions taken or expected to be taken on income tax returns including the position that the organizations will continue to qualify as tax exempt organizations. Management evaluates the likelihood that, upon examination by relevant taxing jurisdictions, those income tax positions would be sustained. Based on that evaluation, if it were more than 50% probable that a material amount of income tax would be imposed on the organizations upon examination by the relevant taxing authorities, a liability would be recognized in the statement of financial position along with any interest and penalties resulting from that assessment. Should any penalties and interest be incurred, the organizations' policy would be to recognize them as operating expenses. Based on management's evaluation, no liabilities or penalties and interest were required to be recorded for uncertain tax positions for the year ended april 30, 2025. Years that remain subject to examination by the internal revenue service include the years ended april 30, 2025, 2024, 2023, and 2022.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MEC IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C) (6). THE MBSF AND PEF ARE EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING RULES PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECT, IF ANY, OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON INCOME TAX RETURNS INCLUDING THE POSITION THAT THE ORGANIZATIONS WILL CONTINUE TO QUALIFY AS TAX EXEMPT ORGANIZATIONS. MANAGEMENT EVALUATES THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, IF IT WERE MORE THAN 50% PROBABLE THAT A MATERIAL AMOUNT OF INCOME TAX WOULD BE IMPOSED ON THE ORGANIZATIONS UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITIES, A LIABILITY WOULD BE RECOGNIZED IN THE STATEMENT OF FINANCIAL POSITION ALONG WITH ANY INTEREST AND PENALTIES RESULTING FROM THAT ASSESSMENT. SHOULD ANY PENALTIES AND INTEREST BE INCURRED, THE ORGANIZATIONS' POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. BASED ON MANAGEMENT'S EVALUATION, NO LIABILITIES OR PENALTIES AND INTEREST WERE REQUIRED TO BE RECORDED FOR UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED APRIL 30, 2025. YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE INCLUDE THE YEARS ENDED APRIL 30, 2025, 2024, 2023, AND 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN S WALLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VICKIE POWELL
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