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Nonprofiteer
← MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC

Form 990 for tax year 2025

Filed by MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC.

Totals

Total revenue
$455,429
Total expenses
$205,372
Contributions and grants received
$408,784
Grants paid
$200,500
Program service revenue
$0
Investment income
$46,645
Other revenue
$0
Total assets, end of year
$1,271,304
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,271,304
Program services expenses (Part IX)
$200,500
Management and general expenses
$4,872
Fundraising expenses
$0
Program service expenses (Part III)
$200,500

Program services were 97.6% 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

    $408,784

  • 3 · Investment income

    total $46,645 · excluded $46,645

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $125,500 · program services $125,500

  • 2 · Grants to domestic individuals

    total $75,000 · program services $75,000

  • 11c · Fees: accounting

    total $3,657 · management and general $3,657

  • 13 · Office expenses

    total $1,215 · management and general $1,215

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $976,368 · end of year $1,224,177

  • 3 · Pledges and grants receivable

    beginning of year $47,736 · end of year $47,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,857 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,021,247 · end of year $1,271,304

Mission and programs · 2025

Mission

TO AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY.

Activities or mission (Part I)

AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY.

  • DURING 2025 THE FOUNDATION GRANTED $200,500. THE FOUNDATION AWARDED $125,500 IN GRANTS TO 13 LOCAL CHARITIES AND FOOD BANKS, AND 50 $1,500 COLLEGE SCHOLARSHIPS TOTALING $75,000.

    Expenses $200,500 · Grants $200,500

As filed on the 2025 return.

Listed in Part VII

  • Kerry Kelton

    PRESIDENT

    Total calculated
    $752,008
    From this org
    $0
    From related orgs
    $674,072
    Other
    $77,936
    Hours/week
    1 + 75 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,000 related
    Bonus
    $0 + $27,930 related
    Other
    $0 + $156,142 related
    Deferred
    $0 + $41,851 related
    Nontaxable benefits
    $0 + $36,085 related
    Filer's total
    $0 + $752,008 related

  • Mike McDougald

    VICE PRESIDENT

    Total calculated
    $555,336
    From this org
    $0
    From related orgs
    $488,410
    Other
    $66,926
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,182 related
    Bonus
    $0 + $19,997 related
    Other
    $0 + $115,231 related
    Deferred
    $0 + $29,854 related
    Nontaxable benefits
    $0 + $37,072 related
    Filer's total
    $0 + $555,336 related

  • Andrew Dallmeyer

    SECRETARY

    Total calculated
    $505,984
    From this org
    $0
    From related orgs
    $445,177
    Other
    $60,807
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,825 related
    Bonus
    $0 + $19,977 related
    Other
    $0 + $72,375 related
    Deferred
    $0 + $23,500 related
    Nontaxable benefits
    $0 + $37,307 related
    Filer's total
    $0 + $505,984 related

  • Marshall Shirley

    CHAIRMAN

    Total calculated
    $32,685
    From this org
    $0
    From related orgs
    $32,685
    Other
    $0
    Hours/week
    1 + 10.06 related

  • James Morrison

    DIRECTOR

    Total calculated
    $15,425
    From this org
    $0
    From related orgs
    $15,425
    Other
    $0
    Hours/week
    1 + 4.65 related

  • Steve Driver

    DIRECTOR

    Total calculated
    $28,425
    From this org
    $0
    From related orgs
    $28,425
    Other
    $0
    Hours/week
    1 + 9.21 related

  • Dennis McWhorter

    DIRECTOR

    Total calculated
    $22,676
    From this org
    $0
    From related orgs
    $22,676
    Other
    $0
    Hours/week
    1 + 5.75 related

  • Paul Malek

    DIRECTOR

    Total calculated
    $16,350
    From this org
    $0
    From related orgs
    $16,350
    Other
    $0
    Hours/week
    1 + 4.87 related

  • Russel Watson

    DIRECTOR

    Total calculated
    $13,675
    From this org
    $0
    From related orgs
    $13,675
    Other
    $0
    Hours/week
    1 + 5.7 related

  • Kenneth McDougald

    DIRECTOR

    Total calculated
    $11,625
    From this org
    $0
    From related orgs
    $11,625
    Other
    $0
    Hours/week
    1 + 2.25 related

  • Aimee Pavelock

    DIRECTOR

    Total calculated
    $18,450
    From this org
    $0
    From related orgs
    $18,450
    Other
    $0
    Hours/week
    1 + 5.4 related

  • Russell Messecar

    DIRECTOR

    Total calculated
    $11,100
    From this org
    $0
    From related orgs
    $11,100
    Other
    $0
    Hours/week
    1 + 3.31 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

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

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART II
ALL COMPENSATION REPORTED ON SCHEDULE J PART II IS RELATED TO THE DIRECTORS EMPLOYMENT WITH MID-SOUTH ELECTRIC COOPERATIVE ASSOCIATION. PER THE BY-LAWS NO DIRECTOR OR MEMBER OF ANY COMMMITTEE OF THE BOARD MAY BE PAID COMPENSATION FOR HIS/HER SERVICE AS A DIRECTOR OR COMMITTEE MEMBER OF THE FOUNDATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2025
Filed
16 July 2026
IRS schema version
2025v4.2
Source object
202621979349302007

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