ICEE SUCCESS FOUNDATION: Form 990EZ, tax year 2020
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- Organization
- ICEE SUCCESS FOUNDATION (EIN 27-2607992)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-07
- IRS object ID
- 202121589349200617
- Schema version
- 2020v4.1
- 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 | 2021-06-07T14:30:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-04 | 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 | 2021-06-04 | 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 | 2020 | 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 | $151,299 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $145,181 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,819 | ProgramServiceRevenueAmt |
| Gross Sales Of Inventory | $1,210 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $605 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $605 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $89 | OtherRevenueTotalAmt |
| Total Revenue | $150,694 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $83,978 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $11,693 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,186 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $59,352 | OtherExpensesTotalAmt |
| Total Expenses | $160,209 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,515 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $239,020 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $229,505 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,423 | BOYAmt |
| EOY | $238,846 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,913 | BOYAmt |
| EOY | $7,075 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,336 | BOYAmt |
| EOY | $245,921 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,316 | BOYAmt |
| EOY | $16,416 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,020 | BOYAmt |
| EOY | $229,505 | 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 (3 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 2020, APPROXIMATELY 300 STUDENTS WERE SERVED.- IMAGINE MARS INCREASED STUDENT SCIENCE LEARNING AND HIGHER-LEVEL THINKING. | $0 | $47,697 |
| 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 FROM MARCH THROUGH DECEMBER, 2020, 512 CHILDREN WERE SERVED BY CURIOUS IN FIELD TRIPS, CAMPS, AFTER SCHOOL PROGRAMMING, AND BIRTHDAY PARTIES. | $0 | $98,711 |
| BEESLEY MEANDER PROJECT- LUCINDA PRESLEY DEVELOPS PROGRAMMING AND WRITES FIELD TRIP CURRICULUM FOR THE LATEST PHILIP BEESLEY LIVING ARCHITECTURE PROJECT, MEANDER. THIS EXHIBIT IS INSTALLED IN CAMBRIDGE, ONTARIO, CANADA.- THE EXHIBIT OPENED SPRING, 2020, BUT, DUE TO COVID-19, NO FIELD TRIPS HAVE BEEN POSSIBLE.- THE ACCOMPLISHMENT IS DEVELOPING THE EXTENSIVE FIELD TRIP PLANS, IN CONCERT WITH PROJECT STAFF, IN ADDITION TO LOCAL SCHOOLTEACHERS AND ADMINISTRATORS. ADDITIONAL ACCOMPLISHMENT IS EXTENSIVE WORK ON ADAPTING THE FIELD TRIP PLANS TO OUT-OF SCHOOL- TIME IMPLEMENTATION SINCE SCHOOLS WERE NOT POSSIBLE DUE TO COVID. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $146,408 | 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 | $55,897 | $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 | $38,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $326,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,161 | CurrentTaxYearAmt |
| Total | $663,900 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,899 | CurrentTaxYearAmt |
| Total | $50,897 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $300 | CurrentTaxYearMinus1YearAmt |
| Total | $300 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,060 | CurrentTaxYearAmt |
| Total | $715,097 | 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 | $715,097 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,507 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,169 | CurrentTaxYearMinus1YearAmt |
| Total | $2,507 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $6,225 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,060 | CurrentTaxYearAmt |
| Total | $723,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98800 | PublicSupportPY509Pct |
| Investment Income CY | 0.00350 | 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 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 1,210. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 605. GROSS PROFIT: 605. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 1,720. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 1,115. COST OF GOODS SOLD: 605. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISC INCOME. AMOUNT: 89. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,233. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,953. TOTAL TO FORM 990-EZ, LINE 14: 5,186. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: FUNDRAISING. AMOUNT: 1,420. DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 58. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 554. DESCRIPTION: EXHIBIT EXPENSE. AMOUNT: 86. DESCRIPTION: MARKETING. AMOUNT: 400. DESCRIPTION: ENTERTAINMENT. AMOUNT: 115. DESCRIPTION: SUPPLIES. AMOUNT: 2,425. DESCRIPTION: TRAVEL. AMOUNT: 983. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 10,903. DESCRIPTION: MISC. AMOUNT: 200. DESCRIPTION: GRANT EXPENSE. AMOUNT: 42,208. TOTAL TO FORM 990-EZ, LINE 16: 59,352. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 1,720. END OF YEAR AMOUNT: 1,115. DESCRIPTION: MACHINERY AND EQUIPMENT. BEG. OF YEAR AMOUNT: 1,622. END OF YEAR AMOUNT: 1,032. DESCRIPTION: MISCELLANEOUS. BEG. OF YEAR AMOUNT: 6,571. END OF YEAR AMOUNT: 4,928. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 19. END OF YEAR AMOUNT: 19. DESCRIPTION: PAYABLE TO OFFICERS, DIRECTORS, ETC.. BEG. OF YEAR AMOUNT: 3,297. END OF YEAR AMOUNT: 3,297. DESCRIPTION: PPP LOAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 13,100. |
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 |