NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FORUM TO ACCELERATE MIDDLE GRADES REFORM INC (EIN 20-1868843)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349202622
- Schema version
- 2024v5.2
- 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 | 2025-11-12T10:58:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % Cathy Perry | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8003261880 | PhoneNum |
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 Director | PersonTitleTxt |
| Phone | 8003261880 | PhoneNum |
| Signature | 2025-04-15 | 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 | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $79,839 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $75,679 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,970 | MembershipDuesAmt |
| Gross Sales Of Inventory | $2,189 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,208 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$1,019 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $1 | OtherRevenueTotalAmt |
| Total Revenue | $76,631 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $57,969 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,112 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $28,033 | OtherExpensesTotalAmt |
| Total Expenses | $91,114 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$14,483 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $94,314 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$10,128 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $69,703 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,314 | BOYAmt |
| EOY | $1,221 | 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 | $0 | BOYAmt |
| EOY | $68,482 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,314 | BOYAmt |
| EOY | $69,703 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,314 | BOYAmt |
| EOY | $69,703 | 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 | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| 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 | $0 |
| Conferences and meetings provide networking opportunities for members | $0 |
| Publications keep members informed regarding matters of interest to middle school educators | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Cathy Perry | ||||
| Executive Director | 5.00 | $50,563 | $0 | $0 |
| Martinrez Kedziora | ||||
| President | 5.00 | $0 | $0 | $0 |
| Leti Menchaca | ||||
| Advocate Chair | 5.00 | $0 | $0 | $0 |
| Cathy Tomon | ||||
| President-Elect | 5.00 | $0 | $0 | $0 |
| David Vroman | ||||
| 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 | ||||
| STW Director | 5.00 | $0 | $0 | $0 |
| Winton Buddington | ||||
| Trustee-At-Large | 1.00 | $0 | $0 | $0 |
| Lekia Jones | ||||
| Trustee-At-Large | 1.00 | $0 | $0 | $0 |
| Mychael Willon | ||||
| Trustee-At-Large | 1.00 | $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 |
| 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 | $108,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,649 | CurrentTaxYearAmt |
| Total | $292,308 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $127,849 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,542 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,649 | CurrentTaxYearAmt |
| Total | $434,699 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $434,699 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,190 | CurrentTaxYearAmt |
| Total | $11,581 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,839 | CurrentTaxYearAmt |
| Total | $446,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98840 | 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 revenue Part I line 8 | Description AmountOther income 1 |
| Description of other expenses Part I line 16 | Description AmountMiscellaneous expense 818Marketing/social media 3,500Internet/web hosting 3,350Supplies 1,966Bank fees 125Insurance 3,330Travel 6,368Meeting expense 457State Stipends 8,000Awards 119 |
| Other changes in net assets or fund balances Part I line 20 | Description AmountPrior year adjustment (10,128) |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearAccounts receivable 0 68,482 |