ICEE SUCCESS FOUNDATION: Form 990EZ, tax year 2021
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- Organization
- ICEE SUCCESS FOUNDATION (EIN 27-2607992)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-11
- IRS object ID
- 202220709349200407
- Schema version
- 2021v4.1
- 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 | 2022-03-11T08:59:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLLOB MORGAN PEDDY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 ESE LOOP 323 STE 300 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272607992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ICEE SUCCESS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ICEE | BusinessNameControlTxt |
| Phone | 9035309019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2718 TIMBERLINE TRAIL | AddressLine1Txt |
| City | PALESTINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCINDA H PRESLEY | PersonNm |
| Person Title | PRES & ED | PersonTitleTxt |
| Phone | 9035309019 | PhoneNum |
| Signature | 2022-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LUCINDA | PersonFirstNm |
| Person Last | PRESLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGO TALLEY | PreparerPersonNm |
| PTIN | P00735790 | PTIN |
| Phone | 9035340088 | PhoneNum |
| Preparation | 2022-03-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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.ICEESUCCESS.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $45,065 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $33,995 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $9,047 | ProgramServiceRevenueAmt |
| Investment Income | $1,588 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $435 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $217 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $218 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $44,848 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $15,676 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,678 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,987 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $185,746 | OtherExpensesTotalAmt |
| Total Expenses | $210,087 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$165,239 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $229,502 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $64,263 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,843 | BOYAmt |
| EOY | $59,638 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,075 | BOYAmt |
| EOY | $4,625 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,918 | BOYAmt |
| EOY | $64,263 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,416 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,502 | BOYAmt |
| EOY | $64,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO POSITIVELY IMPACT THE FUTURE BY PROMOTING OPPORTUNITIES TO INCREASE VITALCREATIVE AND INNOVATIVE THINKING SKILLS IN STUDENTS AND ADULTS OF ALL AGES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| NASA IMAGINE MARS PROJECT- PROVIDES K-12 IN-SCHOOL STEAM PROGRAMMING, BASED ON MARS EXPLORATION, FOR GRADES 4-7.- IN 2021, APPROXIMATELY 300 STUDENTS WERE SERVED.- IMAGINE MARS INCREASED STUDENT SCIENCE LEARNING AND HIGHER-LEVEL THINKING.-ICEE RECIEVED ITS 3RD TEXAS COMMISSION ON THE ARTS GRANT TO FUND THESE PROGRAMS AND ITS 7TH UNITED WAY GRANT TO PROVIDE FUNDING FOR ICEE AND CURIOUS FIELD TRIPS. | $0 | $7,522 |
| CURIOUS MUSEUM- CURIOUS IS A SCIENCE/ARTS MUSEUM FOR ADULTS AND CHILDREN. THROUGH THE INTERSECTIONS OF THE STEM AND THE ARTS, IT PROMOTES VITAL CREATIVE AND INNOVATIVE THINKING SKILLS.- ALTHOUGH CURIOUS WAS CLOSED TO THE PUBLIC DUE TO COVID IN 2021, 613 CHILDREN WERE SERVED BY CURIOUS IN FIELD TRIPS, CAMPS, AND AFTER SCHOOL PROGRAMMING. | $0 | $187,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $195,504 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KATHLEEN A FRENCH | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY A HOUSBY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUCINDA PRESLEY | ||||
| PRESIDENT | 24.00 | $6,413 | $0 | $0 |
| HELEN R HANKS | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| KAY YOUNGBLOOD | ||||
| TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCINDA PRESLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2718 TIMBERLINE TRAIL | AddressLine1Txt |
| City | PALESTINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035309019 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $326,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,994 | CurrentTaxYearAmt |
| Total | $653,133 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,382 | CurrentTaxYearAmt |
| Total | $29,177 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $300 | CurrentTaxYearMinus2YearsAmt |
| Total | $300 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,376 | CurrentTaxYearAmt |
| Total | $682,610 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $682,610 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,588 | CurrentTaxYearAmt |
| Total | $4,095 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,588 | CurrentTaxYearAmt |
| Total | $4,095 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,050 | CurrentTaxYearMinus3YearsAmt |
| Total | $6,225 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $344,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,964 | CurrentTaxYearAmt |
| Total | $692,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98510 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98790 | PublicSupportPY509Pct |
| Investment Income CY | 0.00590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,588. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 435. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 217. GROSS PROFIT: 218. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 1,115. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 898. COST OF GOODS SOLD: 217. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,233. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,754. TOTAL TO FORM 990-EZ, LINE 14: 4,987. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 330. DESCRIPTION: EXHIBIT EXPENSE. AMOUNT: 5. DESCRIPTION: MARKETING. AMOUNT: 203. DESCRIPTION: ENTERTAINMENT. AMOUNT: 114. DESCRIPTION: SUPPLIES. AMOUNT: 1,518. DESCRIPTION: GRANT EXPENSE. AMOUNT: 179,701. DESCRIPTION: OFFICE SUPPLIES. TECH. AMOUNT: 3,565. DESCRIPTION: COURTESIES. AMOUNT: 310. TOTAL TO FORM 990-EZ, LINE 16: 185,746. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 1,115. END OF YEAR AMOUNT: 898. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 5,960. END OF YEAR AMOUNT: 3,727. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 19. END OF YEAR AMOUNT: 0. DESCRIPTION: PAYABLE TO OFFICERS, DIRECTORS, ETC.. BEG. OF YEAR AMOUNT: 3,297. END OF YEAR AMOUNT: 0. DESCRIPTION: PPP LOAN. BEG. OF YEAR AMOUNT: 13,100. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |