MARSHALL EDUCATION FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL EDUCATION FOUNDATION INC (EIN 45-3917232)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349204650
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:59:25-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751699625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Knuckols Duvall Hallum & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 S Wellington | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453917232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marshall Education Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 9039348307 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8303 | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75671 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH PALMER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Michael Hallum CPA | PreparerPersonNm |
| PTIN | P01266544 | PTIN |
| Phone | 9039380331 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $94,501 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $65,347 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $253 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $28,901 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,212 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $19,689 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $85,289 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $104,934 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $240 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $444 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,953 | OtherExpensesTotalAmt |
| Total Expenses | $112,571 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$27,282 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $81,360 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,078 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,360 | BOYAmt |
| EOY | $54,078 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,360 | BOYAmt |
| EOY | $54,078 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,360 | BOYAmt |
| EOY | $54,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO AID IN THE FULFILLMENT OF TEACHING AND SERVICE FUNCTIONS OF THE MARSHALL INDEPENDENT SCHOOL DISTRICT BY PROVIDING FUNDS AND PROPERTY AND TO MAKE GRANTS AND LOANS FOR THE PURPOSE OF AIDING THE MARSHALL INDEPENDENT SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | DURING THIS PAST YEAR THE FOUNDATION AWARDED TEACHERS GRANTS TO THE FOLLOWING SCHOOLS AT MARSHALL I.S.D.: DAEP, DAVID CROCKETT ELEMENTARY, LITTLE MAV ACADEMY, MARSHALL EARLY CHILDHOOD CENTER, MARSHALL EARLY GRAD SCHOOL, PRICE T. YOUNG MIDDLE SCHOOL, MARSHALL HIGH SCHOOL, SAM HOUSTON ELEMENTARY SCHOOL, MARSHALL JUNIOR HIGH, AND WILLIAM B. TRAVIS ELEMENTARY SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $112,571 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $112,571 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHRISTY GODWIN | ||
| Vice President | 2.00 | $0 |
| SARAH PALMER | ||
| Treasurer | 2.00 | $0 |
| NANCY FESSLER | ||
| Director | 15.00 | $0 |
| KEITH HILL | ||
| President | 2.00 | $0 |
| MARICELA LONGORIA PENA | ||
| Secretary | 2.00 | $0 |
| REGGIE COOPER | ||
| PARLIAMENTARIAN | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Palmer Treasurer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8303 | AddressLine1Txt |
| City | Marshall | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9039348307 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,347 | CurrentTaxYearAmt |
| Total | $425,896 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,347 | CurrentTaxYearAmt |
| Total | $425,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $425,896 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $38 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253 | CurrentTaxYearAmt |
| Total | $541 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $24,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,689 | CurrentTaxYearAmt |
| Total | $66,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $492,807 | TotalSupportAmt |
| Public Support CY170 | 0.86420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Back the Mavs | Event1Nm |
| Gross Receipts Event1 | $20,034 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $20,034 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,653 | OtherDirectExpensesEvent1Amt |
| Event2 | Jingle Bell Run | Event2Nm |
| Gross Receipts Event2 | $8,867 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,867 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,559 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $28,901 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $28,901 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,212 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,212 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,689 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: TEACHER GRANTS | Donee's Name: MARSHALL ISD | Donee's Address: 1305 PINECREST DRIVE MARSHALL TX 75672 | Relationship of Donee: None | Cash Amount Given: $104934 |
| Other Expenses.1001 | Advertising and Promotion $649 |
| Other Expenses.1012 | Insurance $834 |
| Other Expenses.1 | MAVERICK HONORS EXPENSES $4930 |
| Other Expenses.2 | CONTRACT SERVICES $500 |
| Other Expenses.5 | Miscellaneous $40 |