Civic Intelligence

Tupelo School District Learning Foundation

990 • Fiscal year 2024 • EIN 64-0804448

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileN/A
201 South Green StreetTupelo, MS 38804

(662) 841-8968

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

97th percentile

163%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,656,914

Up $2,264,827 (+163%) from 2023

Net Assets

Up

$3,627,435

Up $2,304,592 (+174%) from 2023

Liabilities

Down

$29,479

Down $39,765 (-57%) from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$2,391,775

Up $2,411,972 (+11942%) from 2023

Expenses

Up

$87,183

Up $15,116 (+21%) from 2023

Net Income

Up

$2,304,592

Up $2,396,856 (+2598%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,501,930Liabilities 2011: $90,930Net Assets 2011: $1,411,0002011Assets 2012: $1,441,666Liabilities 2012: $89,784Net Assets 2012: $1,351,8822012Assets 2013: $1,492,482Liabilities 2013: $82,236Net Assets 2013: $1,410,2462013Assets 2014: $1,559,395Liabilities 2014: $58,998Net Assets 2014: $1,500,3972014Assets 2015: $1,552,526Liabilities 2015: $70,852Net Assets 2015: $1,481,6742015Assets 2016: $1,586,852Liabilities 2016: $54,932Net Assets 2016: $1,531,9202016Assets 2017: $1,599,926Liabilities 2017: $64,129Net Assets 2017: $1,535,7972017Assets 2018: $1,609,205Liabilities 2018: $68,751Net Assets 2018: $1,540,4542018Assets 2019: $1,552,502Liabilities 2019: $83,655Net Assets 2019: $1,468,8472019Assets 2020: $1,604,174Liabilities 2020: $69,563Net Assets 2020: $1,534,6112020Assets 2021: $1,497,532Liabilities 2021: $73,361Net Assets 2021: $1,424,1712021Assets 2023: $1,392,087Liabilities 2023: $69,244Net Assets 2023: $1,322,8432023Assets 2024: $3,656,914Liabilities 2024: $29,479Net Assets 2024: $3,627,4352024Assets 2025: $3,694,045Liabilities 2025: $0Net Assets 2025: $3,694,0452025

Highlighted filing

2024

Assets$3,656,914
Liabilities$29,479
Net Assets$3,627,435
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: -$165,928Expenses 2011: $71,829Net Income 2011: -$237,7572011Revenue 2012: -$138,740Expenses 2012: $20,175Net Income 2012: -$158,9152012Revenue 2013: $91,455Expenses 2013: $33,091Net Income 2013: $58,3642013Revenue 2014: $135,786Expenses 2014: $45,635Net Income 2014: $90,1512014Revenue 2015: $24,597Expenses 2015: $80,839Net Income 2015: -$56,2422015Revenue 2016: $116,315Expenses 2016: $66,069Net Income 2016: $50,2462016Revenue 2017: -$59,279Expenses 2017: $26,299Net Income 2017: -$85,5782017Revenue 2018: $41,380Expenses 2018: $36,723Net Income 2018: $4,6572018Revenue 2019: -$56,508Expenses 2019: $15,099Net Income 2019: -$71,6072019Revenue 2020: $80,155Expenses 2020: $14,391Net Income 2020: $65,7642020Revenue 2021: $75,453Expenses 2021: $185,893Net Income 2021: -$110,4402021Revenue 2023: -$20,197Expenses 2023: $72,067Net Income 2023: -$92,2642023Revenue 2024: $2,391,775Expenses 2024: $87,183Net Income 2024: $2,304,5922024Revenue 2025: $133,234Expenses 2025: $66,624Net Income 2025: $66,6102025

Highlighted filing

2024

Revenue$2,391,775
Expenses$87,183
Net Income$2,304,592
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,509,522
Mission and Program Overview

Mission

The organizations primary purpose is to enhance the quality of education in the Tupelo Public School District.

The organizations primary purpose is to enhance the quality of education in the Tupelo Public School District

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$455,945$3,656,914▲ $3,200,969
Land, Buildings, and Equipment, Net$842,288--
Prepaid Expenses and Deferred Charges$83,221--
Accounts Receivable$10,633--
Total Assets$1,392,087$3,656,914▲ $2,264,827
Liabilities
Accounts Payable and Accrued Expenses$69,244$29,479▼ $39,765
Total Liabilities$69,244$29,479▼ $39,765
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,322,843$3,627,435▲ $2,304,592
Total Net Assets Fund Balance$1,322,843$3,627,435▲ $2,304,592
Total Liabilities and Net Assets / Fund Balance$1,392,087$3,656,914▲ $2,264,827
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Paul Mize IIIPresident
Sherry DavisVice President
Amy TateTrustee
Hope HueyTrustee
Joseph BabbTrustee
Rob PicouSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$34,577
Program Service Revenue
$0
Investment Income
$2,383,936
Other Revenue
$-26,738
All Other Contributions
$34,577
Change in Net Assets
$2,304,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$49,773--$49,773
Other Expenses$12,327--$12,327
Payment Travel Entrtnmnt Publicly Ofcl$11,634--$11,634
Total Functional Expenses$87,183$0$0$87,183
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“The board of directors of the organization have the authority to appoint the superintendent of the Tupelo Public School District as an officer/secretary of the organization.”

Form 990 governing body review Part VI line 11

“The form 990 is reviewed for accuracy by the Tupelo Public School Districts chief financial officer and then submitted to the secretary of the board of directors for review and signature.”

Conflict of interest policy compliance Part VI line 12C

“Employees are obligated to disclose as soon as possible to the superintendent or designee potential conflicts of interest arising out of transactions, purchases contracts and/or leases over which the employees have authority or influence.The superintendent is authorized to act upon such disclosures to institute safeguards to avoid or resolve conflicts of interest and to take appropriate disciplinary steps in the event of a failure to disclose potential conflicts or violations of this poicy.The superintendent or designee, chief financial officer, and administrative counsel shall kepp the school board advised on conflicts of interest and their avoidance or resolution.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents are available to the public upon request. The organizations financial statements are audited as part of a consolidated audit of the Tupelo Public School District and will be made available to the public upon request and also available on the Mississippi Office of the State Auditors website once the audit is complete.”

Filing and Contact Details

Filer

Filer Name
Tupelo School District Learning Foundation
EIN
64-0804448
Address
201 South Green Street, Tupelo, MS 38804

Signing Officer

Name
Paul Mize III
Title
President
Phone
6628418968
Signed
2025-05-15
Discuss with paid preparer
No

Organization Details

Formed
1991
Legal Domicile
Ms
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
McKenzie CPA PLLC
Address
7708 Old Canton Road Suite A, Madison, MS 39110
Preparer
Barry McKenzie CPA
Phone
6013256013
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

“This organization had an apartment complex under management in Tax Year 2022. This apartment complex was sold in Tax Year 2023 and is no longer under management of this organization.”

Raw XML Appendix353 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of directors of the organization have the authority to appoint the superintendent of the Tupelo Public School District as an officer/secretary of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is reviewed for accuracy by the Tupelo Public School Districts chief financial officer and then submitted to the secretary of the board of directors for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Employees are obligated to disclose as soon as possible to the superintendent or designee potential conflicts of interest arising out of transactions, purchases contracts and/or leases over which the employees have authority or influence.The superintendent is authorized to act upon such disclosures to institute safeguards to avoid or resolve conflicts of interest and to take appropriate disciplinary steps in the event of a failure to disclose potential conflicts or violations of this poicy.The superintendent or designee, chief financial officer, and administrative counsel shall kepp the school board advised on conflicts of interest and their avoidance or resolution.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizations governing documents are available to the public upon request. The organizations financial statements are audited as part of a consolidated audit of the Tupelo Public School District and will be made available to the public upon request and also available on the Mississippi Office of the State Auditors website once the audit is complete.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4This organization had an apartment complex under management in Tax Year 2022. This apartment complex was sold in Tax Year 2023 and is no longer under management of this organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Cessation of or significant change to any program service Part III line 3
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Tupelo Public School District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0646001141
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 South Green Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Tupelo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038804
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01392087
IRS990/TotalAssetsEOYAmt03656914
IRS990/TotalAssetsGrp/BOYAmt01392087
IRS990/TotalAssetsGrp/EOYAmt03656914
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034577
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087183
IRS990/TotalFunctionalExpensesGrp/TotalAmt087183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069244
IRS990/TotalLiabilitiesEOYAmt029479
IRS990/TotalLiabilitiesGrp/BOYAmt069244
IRS990/TotalLiabilitiesGrp/EOYAmt029479
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01322843
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03627435
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt087183
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02355449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01749
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02391775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01392087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03656914
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Mize III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06628418968
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tupelo School District Learning Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TUPE
ReturnHeader/Filer/EIN0640804448
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 South Green Street
ReturnHeader/Filer/USAddress/CityNm0Tupelo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038804
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470982855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McKenzie CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07708 Old Canton Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039110
ReturnHeader/PreparerPersonGrp/PhoneNum06013256013
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry McKenzie CPA
ReturnHeader/ReturnTs02025-05-15T13:45:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,656,914
Liabilities
$29,479
Net assets
$3,627,435
Revenue
$2,391,775
Expenses
$87,183
Net income
$2,304,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.13$0.07$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.03$3.63$2.39$0.09$2.30
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.07$1.32$0.02$0.07$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.07$1.42$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.08$0.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.47$0.06$0.02$0.07
2018Summary only. Only limited summary data is available for this year.$1.61$0.07$1.54$0.04$0.04$0.00
2017Summary only. Only limited summary data is available for this year.$1.60$0.06$1.54$0.06$0.03$0.09
2016Summary only. Only limited summary data is available for this year.$1.59$0.05$1.53$0.12$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$1.55$0.07$1.48$0.02$0.08$0.06
2014Summary only. Only limited summary data is available for this year.$1.56$0.06$1.50$0.14$0.05$0.09
2013Summary only. Only limited summary data is available for this year.$1.49$0.08$1.41$0.09$0.03$0.06
2012Summary only. Only limited summary data is available for this year.$1.44$0.09$1.35$0.14$0.02$0.16
2011Summary only. Only limited summary data is available for this year.$1.50$0.09$1.41$0.17$0.07$0.24