Form 990 for tax year 2023
Filed by ENDOWMENT FOR MCWANE SCIENCE CENTER.
Totals
- Total revenue
- $259,217
- Total expenses
- $212,892
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $259,217
- Other revenue
- $0
- Total assets, end of year
- $5,022,575
- Total liabilities, end of year
- $189,969
- Net assets or fund balances, end of year
- $4,832,606
- Program services expenses (Part IX)
- $189,969
- Management and general expenses
- $22,923
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $189,969
Program services were 89.2% 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.
-
3 · Investment income
total $448,813 · excluded $448,813
-
7a · Gross sales of assets other than inventory
securities $871,081
-
7b · Less cost or other basis and sales expenses
securities $1,060,677
-
7c · Gain or loss
securities -$189,596
-
7d · Net gain or loss
total -$189,596 · excluded -$189,596
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $22,923 · management and general $22,923
-
24a · Other expenses: DISTRIBUTION TO CENTER
total $189,969 · program services $189,969
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $4,398,644 · end of year $5,022,575
-
17 · Accounts payable and accrued expenses
end of year $189,969
-
27 · Net assets without donor restrictions
beginning of year $1,398,644 · end of year $1,832,606
-
28 · Net assets with donor restrictions
beginning of year $3,000,000 · end of year $3,000,000
Mission and programs · 2023
Mission
PROVIDE SUPPORT FOR THE RELATED SCIENCE CENTER, THE MCWANE SCIENCE CENTER
Activities or mission (Part I)
PROVIDE SUPPORT FOR THE RELATED SCIENCE CENTER
-
ENDOWMENT FUND TO SUPPORT THE MCWANE SCIENCE CENTER
Expenses $189,969
As filed on the 2023 return.
Listed in Part VII
-
William W BrookeWILLIAM W BROOKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sheri S CookSHERI S COOK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Charles D MillerCHARLES D MILLER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Nina J BotsfordNINA J BOTSFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Norman JetmundsenNORMAN JETMUNDSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Forest W WhatleyFOREST W WHATLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nick WillisNICK WILLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Travis PritchettTRAVIS PRITCHETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bowen ThagardBOWEN THAGARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tj WillingsTJ WILLINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William DowWILLIAM DOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles PowellCHARLES POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan TiptonSUSAN TIPTON
VP FINANCE & ADMINISTRATIO
- Total calculated
- $111,853
- From this org
- $0
- From related orgs
- $97,914
- Other
- $13,939
- Hours/week
- 1
-
Thomas F Caley JrTHOMAS F CALEY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashley RobinettASHLEY ROBINETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy TempletonAMY TEMPLETON
CEO OF MCWANE SCIENCE CENT
- Total calculated
- $184,837
- From this org
- $0
- From related orgs
- $168,298
- Other
- $16,539
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $168,298 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,894 related
- Nontaxable benefits
- $0 + $7,645 related
- Filer's total
- $0 + $184,837 related
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
- 3 · Approval by the board or compensation committee
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · TO MAINTAIN AND OPERATE A SCIENCE CENTER · AL
Directly controlled by MCWANE SCIENCE CENTER
-
MCWANE SCIEMCE CENTER FOUNDATION
501(C)(3) · TO PROVIDE SUPPORT FOR THE RELATED SCIENCE CENTER · AL
Directly controlled by MCWANE SCIENCE CENTER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432839349301238
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