2024-08-13T09:58:57-05:00 2023-09-30 263850881 LEADINGHAM RODGERS LLC 7001 BROCKPORT COURT MONTGOMERY AL 36117 990 2022-10-01 463586388 MONTGOMERY EDUCATION FOUNDATION MONT 3346471700 5950 CARMICHAEL ROAD RM 101 MONTGOMERY AL 36117 ANN MCKIMMON SIKES PRESIDENT 3346471700 2024-08-13 1 0 ARTHUR M LEADINGHAM JR CPA P00347242 3342703366 2022 2024-08-08 14:25:15Z ANN MCKIMMON SIKES 5950 CARMICHAEL ROAD RM 101 MONTGOMERY AL 36117 1790880 0 X WWW.MONTGOMERYED.ORG X 2013 AL MONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS. 7 7 21 0 0 0 685104 1787305 0 0 168 3575 0 0 685272 1790880 6659 0 0 0 660117 955451 0 0 4145 156994 550050 823770 1505501 -138498 285379 279516 473461 131806 115890 147710 357571 X MONTGOMERY 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. 0 0 1032580 STARBASE: 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. 183624 SUMMER LEARNING PROGRAM: ENGAGES MONTGOMERY'S YOUTH DURING THE SUMMER, THROUGH LITERACY & STEM WITH A MULTI-CONCEPT STEM ENRICHMENT LAB AND PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN, AND BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.MGM READS (A SUB-PROGRAM OF SUMMER LEARNING: SEEKS TO PROVIDE AND DISTRIBUTE UNDERSERVED STUDENTS AND FAMILIES IN THE MONTGOMERY COMMUNITY WITH CULTURALLY RELEVANT BOOKS AND LITERACY SUPPORT MATERIALS TO EXTEND LEARNING SUPPORT DURING THE SUMMER. 82482 CHARTER SCHOOLS:THE CHARTER SCHOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES, IMPROVE ACADEMIC AND SOCIAL PERFORMANCE, AND IMPLEMENT NEW & SUCCESSFUL INSTRUCTIONAL STRATEGIES FOR STUDENTS AT DAVIS ELEMENTARY, NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL. THE CHARTER SCHOOL CONVERSION'S OVERALL OBJECTIVE INCLUDE: 1) FOR EACH SCHOOL TO RISE FROM A FAILING REPORT CARD TO A "C OR ABOVE IN 5 YEARS OR LESS, 2) TO INCREASE FUNDING AND RETAINED FUNDING BY IMPROVING LEARNING AND ACADEMIC PERFORMACE/RESULTS, AND 3) IMPACT A LARGER NUMBER OF STUDENTS. COMMUNITY 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 OTHER 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. 1298686 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 21 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 AL X ANN MCKIMMON SIKES 3346471700 5950 CARMICHAEL PLACE SUITE 101 MONTGOMERY AL 36117 PAUL HANKINS CHAIRMAN 2.00 X X 0 0 0 DAVE BORDEN VICE CHAIRMAN 1.00 X X 0 0 0 DR MARCUS VANDIVER SECRETARY/TREASURER 1.00 X X 0 0 0 CHARLES JACKSON BOARD MEMBER 0.50 X 0 0 0 KEESHSA JONES BOARD MEMBER 0.50 X 0 0 0 CAROLINE NOVAK BOARD MEMBER 0.50 X 0 0 0 DANYIEL WADKINS BOARD MEMBER 0.50 X 0 0 0 ANN MCKIMMON SIKES PRESIDENT 45.00 X 83570 0 0 83570 0 0 0 0 0 0 0 423624 1363681 1787305 3575 3575 1790880 3575 0 0 83571 43178 37607 2786 802714 722443 80271 69166 44526 23776 864 22613 22613 27672 14305 13367 22548 22548 618 443 175 52477 38168 14309 14321 4276 9550 495 5044 5044 4550 2730 1820 50149 33433 16716 EQUIPMENT, SUPPLIES, & 207992 205946 2046 PROGRAM EXPENSES 138836 138836 EQUIPMENT RENTAL 2113 2113 DUES & SUBSCRIPTIONS 1117 197 920 1505501 1298686 202670 4145 12671 217848 266845 255613 1237 1237 0 0 279516 473461 21392 48845 10426 22282 90000 9988 44763 131806 115890 X 147710 357571 147710 357571 279516 473461 285379 -75518 0 X X 0 1 X 0 0 X 897570 1178995 1163739 1140188 1581672 5962164 897570 1178995 1163739 1140188 1581672 5962164 5962164 276 3575 3851 182500 143139 205633 531272 6497287 0.91760 0.94360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PPP LOAN FORGIVENESS - 2020 AMOUNT: $ 162,500. 2021 AMOUNT: $ 143,139. AL COVID-19 GRANT - 2020 AMOUNT: $ 20,000. ERC RECEIVABLE - 2022 AMOUNT: $ 205,633. TAX YEAR FOLLOWING SHORT-YEAR END CHANGE: UPON BOARD VOTE, THE FOUNDATION ELECTED TO CHANGE ITS YEAR END TO SEPTEMBER 30, EFFECTIVE SEPTEMBER 30, 2022. THE FOUNDATION HAD NEVER PREVIOUSLY CHANGED ITS ANNUAL ACCOUNTING PERIOD AT ANY TIME, SO IN ADHERENCE TO IRS REVENUE PROCEDURE 85-58, IT WAS EXEMPT FROM FILING FORM 1128: APPLICATION FOR CHANGE IN ACCOUNTING PERIOD. AS SUCH, TWO 2022 FORM 990'S HAVE BEEN SUBMITTED. THE FIRST 2022 990 WAS SUBMITTED ON 8/15/2023 FOR THE SHORT-YEAR RETURN, BEGINNING JANUARY 1, 2022 AND ENDING SEPTEMBER 30, 2022. THE SECOND 2022 990 WILL BE SUBMITTED ON OR BEFORE 8/15/2024 FOR THE FULL-YEAR RETURN, BEGINNING OCTOBER 1, 2022 AND ENDING SEPTEMBER 30, 2023. THE FOUNDATION RECEIVED A NOTICE FROM THE IRS NOTING A DELINQUENCY IN THE SEPTEMBER 30, 2023 TAX RETURN FILING, HOWEVER THE SEPTEMBER 30, 2023 EXTENSION REQUEST WAS ELECTRONICALLY UPLOADED TO THE IRS ON 2/12/2024. WE BELEIVE THERE MAYBE SOME PROCESSING CONFUSION DUE TO THE SECOND 990 FOR THE 2022 TAX YEAR, FOLLOWING THE 2022 SHORT-YEAR RETURN, AND HOPE THIS ALLEVIATES ANY CONFUSION. THE SECOND 2022 EXTENSION REQUEST WITH THE UPLOAD CONFIRMATION DATE HAVE BEEN ATTACHED AS A PDF TO REFERENCE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1237 1237 0 0 PAYROLL TAX PAYABLE 5370 DUE FROM CHARTER SCHOOLS 39393 44763 X 1790880 0 1790880 0 1790880 1505501 0 1505501 0 1505501 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. 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. TAX YEAR FOLLOWING SHORT-YEAR END CHANGE: UPON BOARD VOTE, MONTGOMERY EDUCATION FOUNDATION ELECTED TO CHANGE ITS YEAR END TO SEPTEMBER 30, EFFECTIVE SEPTEMBER 30, 2022. THE FOUNDATION HAD NEVER PREVIOUSLY CHANGED ITS ANNUAL ACCOUNTING PERIOD AT ANY TIME, SO IN ADHERENCE TO IRS REVENUE PROCEDURE 85-58, IT WAS EXEMPT FROM FILING FORM 1128: APPLICATION FOR A CHANGE IN ACCOUNTING PERIOD ON ITS 2022 SHORT-YEAR 990. AS SUCH, TWO 2022 FORM 990'S HAVE BEEN SUBMITTED. THE FIRST 2022 990 WAS SUBMITTED ON 8/15/2023 FOR THE SHORT-YEAR RETURN, BEGINNING JANUARY 1, 2022 AND ENDING SEPTEMBER 30, 2022. THE SECOND 2022 990 IS BEING SUBMITTED ON OR BEFORE 8/15/2024 FOR THE FULL-YEAR RETURN, BEGINNING OCTOBER 1, 2022 AND ENDING SEPTEMBER 30, 2023. THE FOUNDATION RECEIVED A NOTICE (CP259A) FROM THE IRS NOTING A DELINQUENCY IN THE SEPTEMBER 30, 2023 TAX RETURN FILING, HOWEVER THE SEPTEMBER 30, 2023 EXTENSION REQUEST WAS ELECTRONICALLY UPLOADED TO THE IRS ON 2/12/2024. WE BELEIVE THERE MAYBE SOME PROCESSING CONFUSION DUE TO THE SECOND 990'S EXTENSION FOR THE 2022 TAX YEAR, FOLLOWING THE 2022 SHORT-YEAR RETURN, AND HOPE THIS ALLEVIATES ANY CONFUSION. THE SECOND 2022 EXTENSION REQUEST WITH THE UPLOAD CONFIRMATION DATE WERE FAXED TO THE IRS, WITH THE IRS NOTICE ON 7/25/2024. WE SINCERELY APOLOGIZE FOR ANY CONFUSION THIS MAY HAVE CAUSED AND APPRECIATE YOUR TIME AND EFFORTS.