NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC (EIN 20-1868843)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-15
- IRS object ID
- 202520159349201622
- Schema version
- 2023v6.0
- 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 | 2025-01-15T18:42:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710871952 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coopers Accounting Service LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 Long Beach Blvd STE 350 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90807 | 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 | 201868843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Forum To Accelerate Middle Grades Reform | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8583 Irvine Center Drive Suite 45 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy Perry | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 8003261880 | PhoneNum |
| Signature | 2024-11-21 | SignatureDt |
| Discuss With Paid Preparer | false | 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 | Steven D Cooper | PreparerPersonNm |
| PTIN | P00118359 | PTIN |
| Phone | 5624362600 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| 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 Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.middlegradesforum.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $100,010 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $94,561 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $4,531 | MembershipDuesAmt |
| Gross Sales Of Inventory | $918 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,120 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$202 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $98,890 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $79,435 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,140 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $21 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $9,747 | OtherExpensesTotalAmt |
| Total Expenses | $93,343 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,547 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $70,787 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $17,980 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $94,314 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,415 | BOYAmt |
| EOY | $94,314 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,044 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,459 | BOYAmt |
| EOY | $94,314 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,672 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,787 | BOYAmt |
| EOY | $94,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Foster Excellence in Education for Emerg | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| Provide competitive grants to applicants with a record of improving student achievement and attainment in order to expand the implimentation of, and investment in, innovative pract |
| Conferences and meetings provide networking opportunities for members |
| Publications keep members informed regarding matters of interest to middle school educators |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Cathy Perry | ||||
| Executive Director | 5.00 | $55,150 | $0 | $0 |
| Martinrez Kedziora | ||||
| President Elect | 5.00 | $0 | $0 | $0 |
| Leti Menchaca | ||||
| Advocate Chair | 5.00 | $0 | $0 | $0 |
| Cathy Tomon | ||||
| Principal Representative | 5.00 | $0 | $0 | $0 |
| Jennifer Hall | ||||
| Fidelity Committee Chair | 5.00 | $0 | $0 | $0 |
| Ran Barnes | ||||
| Middle-Grade Practitioner | 5.00 | $0 | $0 | $0 |
| David Mcdonald | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Scott Steele | ||||
| Past President | 5.00 | $0 | $0 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy Perry | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8583 Irvine Center Dr Suite 45 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7143568911 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $833,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,093 | CurrentTaxYearAmt |
| Total | $1,048,382 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,000 | CurrentTaxYearMinus1YearAmt |
| Total | $496,516 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,883 | CurrentTaxYearMinus1YearAmt |
| Total | $24,618 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,212,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,093 | CurrentTaxYearAmt |
| Total | $1,569,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,569,516 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $918 | CurrentTaxYearAmt |
| Total | $18,464 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,221,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,011 | CurrentTaxYearAmt |
| Total | $1,587,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99050 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountMiscellaneous expense 195Marketing/social media 1,506Internet/web hosting 3,322Supplies 369Bank fees 130Insurance 3,039Travel 986Other costs 200 |
| Other changes in net assets or fund balances Part I line 20 | Description AmountPrior year adjustment 17,980 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearInventory 4,044 0 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearAccount payable 255 0Deferred revenue 21,632 0Grant payable 11,785 0 |