2024-06-17T08:21:55-05:00 2023-09-30 630681783 MDA PROFESSIONAL GROUP PC PO BOX 1188 ALBERTVILLE AL 35950 990 2022-10-01 630338084 KATE DUNCAN SMITH DAR SCHOOL KATE 2567284236 6077 MAIN STREET GRANT AL 357478333 HEATHER GREEN EXECUTIVE DIRECTOR 2567284236 2024-05-10 1 HEATHER GREEN 999009999 0 ROBIN YOUNG P00231791 2568785548 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER GREEN 6077 MAIN STREET GRANT AL 35747 2083559 0 X N/A X SCHOOL 1924 AL IT IS THE MISSION OF THE KATE DUNCAN SMITH DAR SCHOOL TO EDUCATE THE CHILDREN OF GUNTER MOUNTAIN. 11 11 32 0 0 0 889812 1065045 0 0 63566 -8559 65115 66276 1018493 1122762 142686 170686 0 0 336189 369122 0 0 43222 738500 660372 1217375 1200180 -198882 -77418 3754129 3972636 5033 5408 3749096 3967228 IT IS THE MISSION OF THE KATE DUNCAN SMITH DAR SCHOOL TO EDUCATE THE BOYS AND GIRLS OF GUNTER MOUNTAIN. 0 0 1064969 170686 KDS SCHOOL PROVIDES OPPORTUNITIES FOR ITS STUDENTS TO DEVELOP A STRONG LOVE OF AMERICAN IDEALS AS THEY OBTAIN A DISTINCTIVE ACADEMIC BACKGROUND. THE CURRICULUM EMPHASIZES ACADEMIC ACHIEVEMENT, PATRIOT, AND MORAL VALUES AND SERVICE TO COMMUNITY AND COUNTRY. DAR PROVIDES ACADEMIC SUPPORT IN THE FORM OF SCHOLARSHIPS FOR THOSE STUDENTS THAT MEET CERTAIN ACADEMIC STANDARDS. 1064969 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 1 1 0 X SCHOOL ADMINISTRATOR 2567284236 6077 MAIN STREET GRANT AL 357478333 ADELE E LANCASTER TRUSTEE 0.00 X 0 0 0 ATHELIA GIBBS VICE CHAIR, EXECUTIVE BOARD 0.00 X 0 0 0 BETTY B HARRAH TRUSTEE 0.00 X 0 0 0 BETTY D MOORE RECORDING SECRETARY 0.00 X 0 0 0 CHERYL BAXTER TRUSTEE 0.00 X 0 0 0 CHERYL P HARRISON HONORARY CHAIR FOR LIFE, EXECUTIVE BOARD 0.00 X 0 0 0 CINDY F MANGUM TRUSTEE 0.00 X 0 0 0 CINDY WIGLEY TRUSTEE 0.00 X 0 0 0 EMILY J ROBINSON TRUSTEE 0.00 X 0 0 0 GAIL W MOORE TREASURER, EXECUTIVE BOARD 0.00 X 0 0 0 HAMPTON SMITH TRUSTEE 0.00 X 0 0 0 JANEAL N SHANNON STATE REGENT'S APPOINTEE 0.00 X 0 0 0 JANET DEATON STATE REGENT'S APPOINTEE 0.00 X 0 0 0 JEAN W VAUGHAN HONORARY MEMBER 0.00 X 0 0 0 JULEA MOATS STATE SCHOOL CHAIRMEN 0.00 X 0 0 0 KELLY L VANWORMER TRUSTEE 0.00 X 0 0 0 LARRY WARD TRUSTEE 0.00 X 0 0 0 LAURIE P NESBITT TRUSTEE 0.00 X 0 0 0 LYNN F YOUNG TRUSTEE 0.00 X 0 0 0 MALINDA WILLIAMS STATE REGENT'S APPOINTEE 0.00 X 0 0 0 MARCY L CARTER-LOVICK TRUSTEE 0.00 X 0 0 0 MARGUERITE H FRITSCH TRUSTEE 0.00 X 0 0 0 MELVINA P PHILLIPS CHAIRMAN, EXECUTIVE BOARD 0.00 X 0 0 0 MILDRED R BYARS HONORARY MEMBER 0.00 X 0 0 0 MINDY T KAMMEYER-PRICE TRUSTEE 0.00 X 0 0 0 PAMELA M BARRACK TRUSTEE 0.00 X 0 0 0 PATRICE R DONNELLY AL STATE REGENT 0.00 X 0 0 0 PEGGY S JOHNSON HONORARY CHAIR FOR LIFE 0.00 X 0 0 0 RICKY SUTPHIN TRUSTEE 0.00 X 0 0 0 RITA P HORTON HONORARY CHAIR FOR LIFE 0.00 X 0 0 0 SARA C CRAFT HONORARY MEMBER 0.00 X 0 0 0 SHARON L MASS TRUSTEE 0.00 X 0 0 0 TAMMY B CLEMONS VICE PRESIDENT GENERAL 0.00 X 0 0 0 SUZANNE L SHAVER CORRESPONDING SECRETARY 0.00 X 0 0 0 FLORA TAD DOUGLAS STATE REGENT'S APPOINTEE 0.00 X 0 0 0 CHRISTINA BANNON TRUSTEE 0.00 X 0 0 0 HEATHER GREEN ADMINISTRATOR 40.00 X 91989 0 0 91989 0 0 0 0 0 0 0 67661 20000 977384 1065045 37925 37925 66276 0 66276 66276 66276 914313 960797 -46484 -46484 -46484 1122762 57717 0 0 170686 170686 91989 91989 251129 251129 26004 26004 15314 15314 14413 14413 34905 34905 31416 31416 205513 205513 126008 126008 REPAIRS AND MAINTENANCE 60752 60752 PROMOTIONAL EXPENSE 43222 43222 CONTRACT LABOR 41870 41870 UTILITIES AND TELEPHONE 26950 26950 60009 60009 1200180 1064969 91989 43222 166322 296689 51328 163365 8728612 6263123 2514869 2465489 983205 942715 38405 104378 3754129 3972636 5033 5408 5033 5408 X 2936179 2925027 812917 1042201 3749096 3967228 3754129 3972636 X -77418 295550 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7183094 207604 478585 128209 189473 43758 7507843 8457330 93641 -1041171 120483 159645 46577 7183094 7633867 387775 889327 271377 134562 47700 8457330 7109772 154802 675650 135059 130910 40388 7633867 6818373 206465 419701 154494 140069 40204 7109772 0.07892 0.92108 1 0 43380 43380 6936508 4736386 2200122 636531 507316 129215 850748 784142 66606 261445 235279 26166 2465489 TRUSTEE MANAGED INVESTMENTS 942715 F 942715 RENTAL DEPOSITS 5408 5408 1767816 71364 573690 645054 1122762 0 1122762 1243940 43760 43760 1200180 0 1200180 PART V, LINE 4: THE ENDOWMENT FUND INVESTMENTS ARE TO BE HELD INDEFINITELY. THE INCOME FROM THE FUND IS EXPENDABLE TO SUPPORT SCHOOL PURPOSES, BUILDING AND MAINTENANCE, AND TO PROVIDE SCHOLARSHIPS TO ELIGIBLE STUDENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PERMANENTLY RESTRICTED REVENUE AND INVESTMENT LOSSES 573,690. PART XII, LINE 2D - OTHER ADJUSTMENTS: PERMANENTLY RESTRICTED EXPENSES 43,760. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS OPERATED BY THE MARSHALL COUNTY, ALABAMA, BOARD OF EDUCATION, THE PUBLIC SCHOOL SYSTEM FOR THIS AREA. AS SUCH, ENROLLMENT IS OPEN ACCORDINGLY. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES MONEY FROM THE MARSHALL COUNTY BOARD OF EDUCATION. 1 ATHENS STATE UNIVERSITY 10 6584 AUBURN UNIVERSITY 8 5000 AUBURN UNIVERSITY AT MONGTOMERY 1 375 BERRY COLLEGE 1 625 BETHEL UNIVERSITY 2 800 CALHOUN COMMUNITY COLLEGE 1 500 GADSDEN STATE COMMUNITY COLLEGE 2 1000 HARDING UNIVERSITY 4 2375 JACKSONVILLE STATE UNIVERSITY 12 7750 JEFFERSON STATE COMMUNITY COLLEGE 1 500 LIPSCOMB UNIVERSITY 1 1000 LYON COLLEGE 1 500 NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY 1 500 NORTHEAST ALABAMA COMMUNITY COLLEGE 18 10643 OCCIDENTAL COLLEGE 1 625 OXFORD COLLEGE OF EMORY UNIVERSITY 1 625 ROCKY MOUNTAIN COLLEGE OF ART & DESIGN 1 625 SAMFORD UNIVERSITY 1 500 SNEAD STATE COMMUNITY COLLEGE 14 7752 SPRING HILL 2 1750 UNIVERSIRY OF WISCONSIN - EAU CLAIRE 1 625 UNIVERSITY ALABAMA HUNTSVILLE 24 16794 UNIVERSITY ALABAMA TUSCALOOSA 16 10268 UNIVERSITY OF ALABAMA BIRMINGHAM 4 2750 UNIVERSITY OF DUBUQUE 2 1250 UNIVERSITY OF MONTEVALLO 2 1000 UNIVERSITY OF NORTH ALABAMA 12 6312 UNIVERSITY OF SOUTH ALABAMA 1 3000 UNIVERSITY OF WEST ALABAMA 1 375 UNIVERSITY OF COLORADO DENVER 1 1000 PART I, LINE 2: SCHOLARSHIPS TO SECONDARY EDUCATIONAL INSTITUTIONS ARE PROVIDED TO STUDENTS AT KATE DUNCAN SMITH DAR SCHOOL FROM DONATIONS OR ENDOWMENTS. THE SCHOLARHIPS PROVIDED DO NOT EXCEED $5,000 ANNUALLY TO A SINGLE INDIVIDUAL. THE SCHOLARSHIP MONEY IS SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT OF THE ORGANIZATION REVIEWS AND APPROVES ALL INFORMATION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EACH EMPLOYEE AND ALL LEVELS OF MANAGEMENT IS APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN - UNRESTRICTED FUND 21,588. UNREALIZED GAIN - TEMPORARILY RESTRICTED FUND 49,775. CURRENT YEAR TRANSFERS FROM VARIOUS FUNDS 485,899. CURRENT YEAR TRANSFERS TO VARIOUS FUNDS -261,712. FORM 990, PART XII, LINE 2C: THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.