Form 990 for tax year 2023

Filed by MONTGOMERY EDUCATION FOUNDATION.

Totals

Total revenue: $1,785,345
Total expenses: $1,751,764
Contributions and grants received: $1,783,935
Grants paid: $0
Program service revenue: $0
Investment income: $1,410
Other revenue: $0
Total assets, end of year: $516,296
Total liabilities, end of year: $125,144
Net assets or fund balances, end of year: $391,152
Program services expenses (Part IX): $1,509,024
Management and general expenses: $242,740
Fundraising expenses: $0
Program service expenses (Part III): $1,509,024

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1f · All other contributions, gifts and grants

$1,783,935
3 · Investment income

total $1,410 · related or exempt $1,410

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $83,600 · program services $40,885 · management and general $42,715
7 · Other salaries and wages

total $1,000,758 · program services $894,928 · management and general $105,830
10 · Payroll taxes

total $83,320 · program services $70,879 · management and general $12,441
11a · Fees: management

total $93,259 · program services $93,259
11b · Fees: legal

total $16,359 · program services $16,231 · management and general $128
11c · Fees: accounting

total $37,063 · program services $8,553 · management and general $28,510
11g · Fees: other

total $71,888 · program services $71,888
13 · Office expenses

total $338 · program services $304 · management and general $34
14 · Information technology

total $23,746 · program services $20,447 · management and general $3,299
16 · Occupancy

total $14,253 · program services $4,276 · management and general $9,977
17 · Travel

total $37,630 · program services $37,630
19 · Conferences, conventions and meetings

total $326 · program services $161 · management and general $165
20 · Interest

total $690 · program services $414 · management and general $276
22 · Depreciation, depletion and amortization

total $1,070 · program services $963 · management and general $107
23 · Insurance

total $57,272 · program services $24,898 · management and general $32,374
24a · Other expenses: EQUIPMENT & FURNISHINGS

total $114,293 · program services $114,293
24b · Other expenses: SCHOOL SUPPLIES

total $57,595 · program services $57,234 · management and general $361
24c · Other expenses: EDUCATIONAL & INSTRUCTI

total $47,736 · program services $47,736
24d · Other expenses: DUES & SUBSCRIPTIONS

total $8,046 · program services $4,045 · management and general $4,001
24e · All other expenses

total $2,522 · management and general $2,522

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $217,848 · end of year $234,506
4 · Accounts receivable

beginning of year $255,613 · end of year $281,287
10a · Land, buildings and equipment: cost or other basis

$2,288
10b · Land, buildings and equipment: accumulated depreciation

$1,785
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $503
17 · Accounts payable and accrued expenses

beginning of year $48,845 · end of year $120,311
18 · Grants payable

beginning of year $22,282
25 · Other liabilities

beginning of year $44,763 · end of year $4,833
27 · Net assets without donor restrictions

beginning of year $357,571 · end of year $391,152

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

MONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS.

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.

Expenses $1,239,985
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.)

Expenses $117,920
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.

Expenses $61,301
BOLD GOALS: SEEKS TO HELP PROVIDE HIGH QUALITY EARLY LEARNING BY INCREASING KINDERGARTEN READINESS AND REMOVING BARRIES TO EARLY GRADE READING.

Expenses $25,428 · Revenue $250,000
OTHER PROGRAM SERVICES: TO ACHIEVE AND ACCOMPLISH EDUCATING SOCIO-ECONIMCALLY DISADVANTAGED CHILDREN IN SCHOOL IN MONTGOMERY AND THE SURROUNDING AREA. FUNDING IS EXPENSED TO PRE-KINDERGARTEN THROUGH SIXTH GRADERS TO HELP ADVANCE THE EDUCATION OFFERED IN THE ALABAMA SCHOOL SYSTEMS, AND HELP FULFILL THE BASIC NEEDS, SUPPLIES, AND QUALITY EDUCATION IN ORDER TO ACCOMPLISH THIS.

Expenses $64,390

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

PAUL HANKINS

CHAIRMAN

Total calculated

$0

Hours/week

2
DAVE BORDEN

VICE CHAIRMAN

Total calculated

$0

Hours/week

1
DR MARCUS VANDIVER

SECRETARY/TREASURER

Total calculated

$0

Hours/week

1
KEESHSA JONES

BOARD MEMBER

Total calculated

$0

Hours/week

0.5
CAROLINE NOVAK

BOARD MEMBER

Total calculated

$0

Hours/week

0.5
DANYIEL WADKINS

BOARD MEMBER

Total calculated

$0

Hours/week

0.5
ANN MCKIMMON SIKES

PRESIDENT

Total calculated

$83,600

From this org

$83,600

From related orgs

$0

Other

$0

Hours/week

45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 6 August 2025
IRS schema version: 2023v6.0
Source object: 202512189349301841

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.