Form 990 for tax year 2023
Filed by ASSOCIATION FOR MIDDLE LEVEL EDUCATION.
Totals
- Total revenue
- $2,900,162
- Total expenses
- $2,617,841
- Contributions and grants received
- $75,108
- Grants paid
- $0
- Program service revenue
- $2,514,368
- Investment income
- $42,327
- Other revenue
- $268,359
- Total assets, end of year
- $1,781,594
- Total liabilities, end of year
- $697,842
- Net assets or fund balances, end of year
- $1,083,752
- Program services expenses (Part IX)
- $2,055,942
- Management and general expenses
- $561,899
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,055,942
Program services were 78.5% 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
$75,108
-
2a · Program service revenue: PROFESSIONAL DEVELOPMENT PRGM
total $1,186,939 · related or exempt $1,186,939
-
2b · Program service revenue: ANNUAL CONFERENCE
total $848,734 · related or exempt $848,734
-
2c · Program service revenue: MEMBERSHIP/SUBSCRIPTIONS
total $388,447 · related or exempt $388,447
-
2d · Program service revenue: ASSESSMENT REVENUE
total $90,248 · related or exempt $90,248
-
3 · Investment income
total $42,327 · related or exempt $42,327
-
10a · Gross sales of inventory
$271,389
-
10b · Cost of goods sold
$102,378
-
10c · Net income from sales of inventory
total $169,011 · related or exempt $169,011
-
11a · Other revenue: BANNER ADS
total $95,178 · unrelated business $95,178
-
11b · Other revenue: MISCELLANEOUS INCOME
total $4,170 · related or exempt $4,170
-
11e · Other revenue, total
$99,348
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $406,490 · program services $231,834 · management and general $174,656
-
7 · Other salaries and wages
total $234,459 · program services $189,324 · management and general $45,135
-
9 · Other employee benefits
total $18,236 · program services $15,587 · management and general $2,649
-
10 · Payroll taxes
total $56,851 · program services $34,015 · management and general $22,836
-
11b · Fees: legal
total $2,474 · management and general $2,474
-
11c · Fees: accounting
total $4,700 · management and general $4,700
-
11g · Fees: other
total $276,100 · program services $152,123 · management and general $123,977
-
12 · Advertising and promotion
total $38,447 · program services $37,052 · management and general $1,395
-
13 · Office expenses
total $46,716 · program services $36,551 · management and general $10,165
-
14 · Information technology
total $9,551 · management and general $9,551
-
16 · Occupancy
total $169,362 · program services $137,828 · management and general $31,534
-
17 · Travel
total $125,673 · program services $77,208 · management and general $48,465
-
19 · Conferences, conventions and meetings
total $1,045,755 · program services $1,039,342 · management and general $6,413
-
20 · Interest
total $4,373 · management and general $4,373
-
22 · Depreciation, depletion and amortization
total $15,430 · program services $5,418 · management and general $10,012
-
23 · Insurance
total $10,708 · management and general $10,708
-
24a · Other expenses: READERSHIP COSTS
total $79,493 · program services $79,493
-
24b · Other expenses: MISCELLANEOUS
total $63,930 · program services $12,931 · management and general $50,999
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $9,093 · program services $7,236 · management and general $1,857
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $686,577 · end of year $351,724
-
2 · Savings and temporary cash investments
beginning of year $125,406 · end of year $414,382
-
4 · Accounts receivable
beginning of year $81,851 · end of year $97,067
-
8 · Inventories for sale or use
beginning of year $35,125 · end of year $41,896
-
9 · Prepaid expenses and deferred charges
beginning of year $69,409 · end of year $198,892
-
10a · Land, buildings and equipment: cost or other basis
$179,489
-
10b · Land, buildings and equipment: accumulated depreciation
$132,499
-
10c · Land, buildings and equipment, net
beginning of year $47,009 · end of year $46,990
-
11 · Investments: publicly traded securities
beginning of year $409,524 · end of year $580,318
-
14 · Intangible assets
beginning of year $52,109 · end of year $31,116
-
15 · Other assets
end of year $19,209
-
17 · Accounts payable and accrued expenses
beginning of year $163,822 · end of year $202,142
-
19 · Deferred revenue
beginning of year $353,212 · end of year $328,832
-
23 · Secured mortgages and notes payable
beginning of year $43,312 · end of year $21,886
-
24 · Unsecured notes and loans payable
beginning of year $145,233 · end of year $144,982
-
27 · Net assets without donor restrictions
beginning of year $801,431 · end of year $1,083,752
Mission and programs · 2023
Mission
THE ASSOCIATION FOR MIDDLE LEVEL EDUCATION IS DEDICATED TO IMPROVING THE EDUCATIONAL EXPERIENCES OF ALL STUDENTS AGES 10-15 BY PROVIDING VISION, KNOWLEDGE AND RESOURCES TO EDUCATORS AND LEADERS.
Activities or mission (Part I)
MIDDLE SCHOOL PROGRAM DEVELOPMENT.
-
ANNUAL CONFERENCE - HOLDS ANNUAL CONFERENCE FOR EDUCATORS INVOLVED IN MIDDLE LEVEL EDUCATION.
Expenses $793,802 · Revenue $848,734
-
MEMBERSHIP/SUBSCRIPTIONS - OFFER ANNUAL MEMBERSHIPS TO EXISTING, PAST AND PRESPECTIVE MEMBERS IN MIDDLE LEVEL EDUCATION. OFFER JOURNALS AND NEWSLETTERS TO MEMBERS AND SUBSCRIBERS REGARDING MIDDLE LEVEL EDUCATION.
Expenses $148,110 · Revenue $659,836
-
PROFESSIONAL DEVELOPMENT - PROVIDES WORKSHOPS, ONSITE CLASSES, SCHOOL ASSESSMENT TOOLS AND ONLINE RESOURCES REGARDING MIDDLE LEVEL EDUCATION.
Expenses $1,114,030 · Revenue $1,277,187
As filed on the 2023 return.
Listed in Part VII
-
Stephanie SimpsonSTEPHANIE SIMPSON
CEO
- Total calculated
- $191,640
- From this org
- $191,640
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,000
- Bonus
- $10,640
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $191,640
-
Derek NealDEREK NEAL
COO
- Total calculated
- $147,000
- From this org
- $147,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Megan MooneyMEGAN MOONEY
ACCT. MGR./T
- Total calculated
- $74,624
- From this org
- $74,624
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lisa HarrisonLISA HARRISON
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Erin ScholesERIN SCHOLES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie PattonSTEPHANIE PATTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Karen Weller SwansonKAREN WELLER SWANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Andrew MaxeyANDREW MAXEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chandra DiazCHANDRA DIAZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Todd BlochTODD BLOCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Todd BristTODD BRIST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rachel GrahamRACHEL GRAHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sandy CameliSANDY CAMELI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Maya KratzkeMAYA KRATZKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Walter LeeWALTER LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202402849349300000
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