NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC (EIN 20-1868843)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349202628
- 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 | 2021-11-15T09:51:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371119790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN HOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2507 SOUTH NEIL STREET | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61820 | 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 | 201868843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FORUM TO ACCELERATE MIDDLE | BusinessNameLine1Txt |
| Business Name Line2 | GRADES REFORM INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 9102501954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 SHARON ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCDONALD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9102501954 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | MCDONALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAE-WOUNG KANG EA | PreparerPersonNm |
| PTIN | P01367554 | PTIN |
| Phone | 2173512000 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $112,079 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $102,997 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,665 | ProgramServiceRevenueAmt |
| Membership Dues | $5,392 | MembershipDuesAmt |
| Other Revenue Total | $2,025 | OtherRevenueTotalAmt |
| Total Revenue | $112,079 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $84,524 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $61,875 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,429 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,578 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $90,872 | OtherExpensesTotalAmt |
| Total Expenses | $244,278 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$132,199 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $126,093 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | -$6,106 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,979 | BOYAmt |
| EOY | $48,405 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,543 | BOYAmt |
| EOY | $14,113 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,522 | BOYAmt |
| EOY | $62,518 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,429 | BOYAmt |
| EOY | $68,624 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,093 | BOYAmt |
| EOY | -$6,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO FOSTER EXCELLENCE IN EDUCATION FOR EMERGING ADOLESCENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE COMPETITIVE GRANTS TO APPLICANTS WITH A RECORD OF IMPROVING STUDENT ACHIEVEMENT AND ATTAINMENT IN ORDER TO EXPAND THE IMPLEMENTATION OF, AND INVESTMENT IN, INNOVATIVE PRACTICES THAT ARE DEMONSTRATED TO HAVE AN IMPACT ON IMPROVING STUDENT ACHIEVEMENT OR STUDENT GROWTH, CLOSING ACHIEVEMENT GAPS, DECREASING DROPOUT RATES, INCREASING HIGH SCHOOL GRADUATION RATES, OR INCREASING COLLEGE ENROLLMENT AND COMPLETION RATES. | $92,048 | $92,048 |
| CONFERENCES AND MEETINGS PROVIDE NETWORKING OPPORTUNITIES FOR MEMBERS | $0 | $16,525 |
| PUBLICATIONS KEEP MEMBERS INFORMED REGARDING MATTERS OF INTEREST TO MIDDLE SCHOOL EDUCATORS | $0 | $9,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $117,756 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SCOTT STEELE | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARTINREX KEDZIORA | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| BILLY PRINGLE | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELLE HAYWARD | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANA VANCE | ||||
| FORMER TREASURER | 5.00 | $0 | $0 | $0 |
| CATHY TOMON | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHRIS COOK | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHERRY SCHOCK | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JESSICA GRAHAM | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| RAN BARNES | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| DAVID MCDONALD | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| ERICKA USKALI | ||||
| FORMER EXECUTIVE DIRECTOR | 35.00 | $63,432 | $4,403 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON LARSON ALLEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N NEIL ST | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9102501954 | 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 | $2,121,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,848,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,907,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $833,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,389 | CurrentTaxYearAmt |
| Total | $7,819,165 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $368,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,665 | CurrentTaxYearAmt |
| Total | $1,241,104 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $25,298 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,384,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,098,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,279,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,212,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,054 | CurrentTaxYearAmt |
| Total | $9,085,567 | 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 | $9,085,567 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,025 | CurrentTaxYearAmt |
| Total | $52,746 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,397,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,298,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,079 | CurrentTaxYearAmt |
| Total | $9,138,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99530 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER INCOME. AMOUNT: 2,025. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 13,688. DESCRIPTION: MEETING EXPENSES. AMOUNT: 10,000. DESCRIPTION: TRAVEL AND LODGING EXPENSES. AMOUNT: 3,370. DESCRIPTION: LABOR. AMOUNT: 32,621. DESCRIPTION: AWARDS. AMOUNT: 335. DESCRIPTION: BANK FEES. AMOUNT: 2,638. DESCRIPTION: MEALS. AMOUNT: 11,254. DESCRIPTION: PRODUCT DEVELOPMENT. AMOUNT: 11,480. DESCRIPTION: ADVOCACY. AMOUNT: 3,771. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,715. TOTAL TO FORM 990-EZ, LINE 16: 90,872. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 10,315. END OF YEAR AMOUNT: 5,886. DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 8,228. END OF YEAR AMOUNT: 8,227. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 63,017. END OF YEAR AMOUNT: 887. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 26,268. END OF YEAR AMOUNT: 23,975. DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,785. DESCRIPTION: PPP LOAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 31,977. DESCRIPTION: ACCRUED PAYROLL. BEG. OF YEAR AMOUNT: 3,144. END OF YEAR AMOUNT: 0. |