STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

M B SWAYZE EDUCATIONAL FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
M B SWAYZE EDUCATIONAL FOUNDATION (EIN 64-0602140)
Tax period
2014-05-01 to 2015-04-30
Filed
2015-09-29
IRS object ID
201532729349300103
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-09-29T07:44:01-05:00ReturnTs
Tax Period End2015-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640751580PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILSON & BIGGS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 930AddressLine1Txt
CityRIDGELANDCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39158ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN640602140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MB SWAYZE EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMBSWBusinessNameControlTxt
Phone6019690022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 23276AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP392253276ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE WILSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6019690022PhoneNum
Signature2015-09-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE M BIGGS JRPreparerPersonNm
PTINP00912499PTIN
Phone6019572001PhoneNum
Preparation2015-09-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBLAKE WILSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 23276AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39225ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$432,274GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MSMEC.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateMSLegalDomicileStateCd
Activity Or MissionTO ENCOURAGE SUPPORT FOR QUALITY EDUCATION IN MISSISSIPPI; TO IDENTIFY, EDUCATE, AND MOTIVATE LEADERS WHO CAN MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT OF MISSISSIPPI; AND TO CONDUCT INDEPENDENT PUBLIC POLICY RESEARCH ON ISSUES SUCH AS TAXATION , ECONOMIC DEVELOPMENT, COMPETITIVENESS, EDUCATION, GOVERNMENTAL ACCOUNTABILITY , AND OTHER MATTERS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$842,471PYContributionsGrantsAmt
CY Contributions Grants$168,937CYContributionsGrantsAmt
PY Program Service Revenue$209,155PYProgramServiceRevenueAmt
CY Program Service Revenue$263,320CYProgramServiceRevenueAmt
PY Investment Income$17PYInvestmentIncomeAmt
CY Investment Income$17CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,051,643PYTotalRevenueAmt
CY Total Revenue$432,274CYTotalRevenueAmt
CY Grants And Similar Paid$130,518CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$326,900CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,960CYTotalFundraisingExpenseAmt
PY Other Expenses$655,958PYOtherExpensesAmt
CY Other Expenses$436,249CYOtherExpensesAmt
PY Total Expenses$655,958PYTotalExpensesAmt
CY Total Expenses$893,667CYTotalExpensesAmt
PY Revenues Less Expenses$395,685PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$461,393CYRevenuesLessExpensesAmt
Total Assets BOY$383,283TotalAssetsBOYAmt
Total Assets EOY$195,852TotalAssetsEOYAmt
Total Liabilities BOY$751,755TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,025,717TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$368,472NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$829,865NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENCOURAGE SUPPORT FOR QUALITY EDUCATION IN MISSISSIPPI; TO IDENTIFY, EDUCATE, AND MOTIVATE LEADERS WHO CAN MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT OF MISSISSIPPI; AND TO CONDUCT INDEPENDENT PUBLIC POLICY RESEARCH ON ISSUES SUCH AS TAXATION , ECONOMIC DEVELOPMENT, COMPETITIVENESS, EDUCATION, GOVERNMENTAL ACCOUNTABILITY , AND OTHER MATTERS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$145,757ExpenseAmt
Grant$17,250GrantAmt
DescSTAR/EDUCATION CELEBRATION-RECOGNITION OF OUTSTANDING TEACHERS & STUDENTS AND ADVANCEMENT OF EDUCATION IN THE STATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$230,394ExpenseAmt
DescLEADERSHIP MISSISSIPPI-TRAINING OF YOUNG LEADERS FOR FUTURE SERVICE TO THE COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$306,017ExpenseAmt
DescBLUEPRINT MISSISSIPPI-TO CREATE A BLUEPRINT THAT PROVIDES AN OPPORTUNITY FOR CONTINUOUS AND SIGNIFICANT IMPROVEMENTS IN THE STANDARD OF LIVING ACROSS ALL REGIONS OF MISSISSIPPI. THE PROGRAM WILL NUTURE THE BUSINESS CLIMATE,IMPROVE EDUCATION AND ADVANCE ECONOMIC DEVELOPMENT THROUGH A PARTNERSHIP AMONG BUSINESS, EDUCATION AND GOVERNMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$113,268ExpenseAmt
Grant$113,268GrantAmt
DescCONDUCTED A COMPETITIVENESS STUDY TO HELP MISSISSIPPI BECOME THE MOST COMPETITIVE LOCATION FOR BUSINESSES,TO HELP MISSISSIPPI EVOLVE INTO A BUSINESS ENVIRONMENT THAT SETS THE STANDARDS IN THE SOOUTHEAST AND TO POSITION MISSISSIPPI TO COMPETE SUCCESSFULY FOR PROJECTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$113,268TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$113,268TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$795,436TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBLAKE WILSONPersonNm
Phone6019690022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 23276AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
PAUL BERTUCCI
DIRECTOR1.000.00Yes (X)$0$0$0
DR JACQUELINE BEASLEY
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN HAIRSTON
DIRECTOR1.000.00Yes (X)$0$0$0
GERARD HOST
DIRECTOR1.002.00Yes (X)$0$0$0
DAVID GATES
DIRECTOR1.002.00Yes (X)$0$0$0
WILLIAM YATES III
TREASURER2.002.00Yes (X)$0$0$0Yes (X)
GLORIA B JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
JACK R REED JR
DIRECTOR1.002.00Yes (X)$0$0$0
MELANIE MORGAN
DIRECTOR1.000.00Yes (X)$0$0$0
REBECCA LEE WIGGS
CHAIR2.000.00Yes (X)$0$0$0Yes (X)
TOMMY DULANEY
DIRECTOR1.002.00Yes (X)$0$0$0
WILLIAM JACOBS
DIRECTOR1.00Yes (X)$0$0$0
HALEY FISACKERLY
DIRECTOR1.002.00Yes (X)$0$0$0
BLAKE WILSON
PRESIDENT &5.3634.64$40,357$260,816$26,356Yes (X)
JOHN S WALLER
EXECUTIVE VP5.3634.64$25,993$167,963$18,701Yes (X)
VICKIE POWELL
SR VP-FOUNDA6.7033.30$21,175$105,240$15,560Yes (X)
CATHY NORTHINGTON
VP - PROGRAM17.6022.40$47,780$61,932$11,962Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$135,305TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$595,951TotReportableCompRltdOrgAmt
Total Other Compensation$72,579TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonDELOITTE CONSULTING LLPPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
ServicesCONTRACT SER.ServicesDesc
Compensation$148,687CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$168,937AllOtherContributionsAmt
Total Contributions$168,937TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
LEADERSHIP MS.$172,150$172,150
EDUCATION CELEBRATION$54,320$54,320
EDUCATION CELEBRATION-SPON$33,850$33,850
LEADERSHIP MS.-SPONSORSHIP$3,000$3,000
FieldValueIRS element (for citing)
Total Program Service Revenue$263,320TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17TotalRevenueColumnAmt
Exclusion$17ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$432,274TotalRevenueColumnAmt
Related Or Exempt Func Income$226,470RelatedOrExemptFuncIncomeAmt
Exclusion$36,867ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$113,268TotalAmt
Program Services$113,268ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$17,250TotalAmt
Program Services$17,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$110,100TotalAmt
Program Services$70,180ProgramServicesAmt
Management And General$19,960ManagementAndGeneralAmt
Fundraising$19,960FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$176,550TotalAmt
Program Services$143,064ProgramServicesAmt
Management And General$33,486ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,016TotalAmt
Program Services$15,420ProgramServicesAmt
Management And General$6,596ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,234TotalAmt
Program Services$14,442ProgramServicesAmt
Management And General$3,792ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,067TotalAmt
Management And General$8,067ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,021TotalAmt
Program Services$3,184ProgramServicesAmt
Management And General$837ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,081TotalAmt
Program Services$7,984ProgramServicesAmt
Management And General$2,097ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,286TotalAmt
Program Services$7,355ProgramServicesAmt
Management And General$1,931ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,580TotalAmt
Program Services$1,251ProgramServicesAmt
Management And General$329ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER$148,687$148,687
LEADERSHIP MS$126,075$126,075
EDUCATION CELEBRATION$80,000$80,000
BP ROADSHOW$30,000$30,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,452TotalAmt
Program Services$17,276ProgramServicesAmt
Management And General$1,176ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$893,667TotalAmt
Program Services$795,436ProgramServicesAmt
Management And General$78,271ManagementAndGeneralAmt
Fundraising$19,960FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$146,923BOYAmt
EOY$21,762EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,070BOYAmt
EOY$10,087EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$223,682BOYAmt
EOY$156,685EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$7,210EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$108BOYAmt
EOY$108EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$383,283BOYAmt
EOY$195,852EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$4,407EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$751,755BOYAmt
EOY$1,021,310EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$751,755BOYAmt
EOY$1,025,717EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$619,799BOYAmt
EOY-$1,014,195EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$223,682BOYAmt
EOY$156,685EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,645BOYAmt
EOY$27,645EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$368,472BOYAmt
EOY-$829,865EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$383,283BOYAmt
EOY$195,852EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$461,393ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$485,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$484,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$991,158CurrentTaxYearMinus1YearAmt
Current Tax Year$168,937CurrentTaxYearAmt
Total$2,214,945TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$193,590CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$165,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146,855CurrentTaxYearMinus1YearAmt
Current Tax Year$226,470CurrentTaxYearAmt
Total$883,919TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$58,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,645CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,300CurrentTaxYearMinus1YearAmt
Current Tax Year$36,850CurrentTaxYearAmt
Total$210,095TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$678,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$707,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$290,190CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,200,313CurrentTaxYearMinus1YearAmt
Current Tax Year$432,257CurrentTaxYearAmt
Total$3,308,959TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$250,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$431,495CurrentTaxYearMinus1YearAmt
Total$691,495TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$420,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$355,464CurrentTaxYearMinus1YearAmt
Total$965,590TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$373,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$430,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$786,959CurrentTaxYearMinus1YearAmt
Total$1,657,085TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,651,874PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17CurrentTaxYearMinus1YearAmt
Current Tax Year$17CurrentTaxYearAmt
Total$324TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17CurrentTaxYearMinus1YearAmt
Current Tax Year$17CurrentTaxYearAmt
Total$324TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$678,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$707,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$290,245CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,200,330CurrentTaxYearMinus1YearAmt
Current Tax Year$432,274CurrentTaxYearAmt
Total$3,309,283TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.49920PublicSupportCY509Pct
Public Support PY5090.42980PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO MISSISSIPPI ECONOMIC COUNCILDesc
Amt$1,021,310Amt
FieldValueIRS element (for citing)
Total Liability$1,021,310TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE CONSOLIDATED AUDIT REPORT WHICH INCLUDED THE ORGANIZATION DID NOT DISCLOSE ANY UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC EDUCATION FORUM OF MSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 23276AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP392253276ZIPCd
FieldValueIRS element (for citing)
Recipient EIN570897061RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$113,268CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantTECHMASTER GRANTPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
STAR SCHOLARSHIPS/AWARD34$14,250FMV
HALL OF FAME SCHOLARSHIPS3$3,000FMV

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
BLAKE WILSON
PRESIDENT & CEO$40,357$245,816$15,000$2,251$14,549$1,281$8,275$43,889$283,640
JOHN S WALLER
EXECUTIVE VP COO$25,993$167,963$1,808$2,170$698$14,025$28,499$184,158

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO ENCOURAGE SUPPORT FOR QUALITY EDUCATION IN MISSISSIPPI; TO IDENTIFY, EDUCATE, AND MOTIVATE LEADERS WHO CAN MAKE A SIGNIFICANT CONTRIBUTION TO THE DEVELOPMENT OF MISSISSIPPI; AND TO CONDUCT INDEPENDENT PUBLIC POLICY RESEARCH ON ISSUES SUCH AS TAXATION , ECONOMIC DEVELOPMENT, COMPETITIVENESS, EDUCATION, GOVERNMENTAL ACCOUNTABILITY , AND OTHER MATTERS.
FORM 990, PAGE 2, PART III, LINE 4DCONDUCTED A COMPETITIVENESS STUDY TO HELP MISSISSIPPI BECOME THE MOST COMPETITIVE LOCATION FOR BUSINESSES,TO HELP MISSISSIPPI EVOLVE INTO A BUSINESS ENVIRONMENT THAT SETS THE STANDARDS IN THE SOOUTHEAST AND TO POSITION MISSISSIPPI TO COMPETE SUCCESSFULY FOR PROJECTS.
FORM 990, PAGE 6, PART VI, LINE 2HALEY FISACKERLY GLORIA B JOHNSON BUSINESS RELATIONSHIP GERARD HOST MELANIE MORGAN BUSINESS RELATIONSHIP GERARD HOST WILLIAM G YATES III BUSINESS RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS REVIEWED BY THE PRESIDENT AND THE PREPARING CPA PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CANNUALLY, EACH BOARD MEMBER IS PROVIDED A FORM IN WHICH RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST ARE TO BE DOCUMENTED.
FORM 990, PAGE 6, PART VI, LINE 15ATHE ORGANIZATION IS A SUBSIDIARY OF THE MISSISSIPPI ECONOMIC COUNCIL, A 501(C)(6) ORGANIZATION. THE MISSISSIPPI ECONOMIC COUNCIL PROVIDES USE OF IT'S EMPLOYEES AND FACILITIES TO THE M.B. SWAYZE EDUCATIONAL FOUNDATION. AMOUNTS ARE ALLOCATED BETWEEN THE ORGANIZATIONS BASED ON MANAGEMENT'S ESTIMATES AND M.B. SWAYZE EDUCATIONAL FOUNDATION REIMBURSES THE MISSISSIPPI ECONOMIC COUNCIL WHEN FUNDS ARE AVAILABLE. THE MISSISSIPPI ECONOMIC COUNCIL'S BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE MISSISSIPPI ECONOMIC COUNCIL'S PRESIDENT & CEO, WHO ALSO SERVES AS PRESIDENT OF THE ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 15BSEE ANSWER TO 15A.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndEINEINDirect Controlling NADirectControllingNACd
MS ECONOMIC COUNCIL
PO BOX 23276JACKSONMS39225TRADE ASSNMS501C67NAfalse
PUBLIC EDUCATION FORUM OF MS INC
PO BOX 23276JACKSONMS392253276CHARITYMS501C3false570897061N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MISSISSIPPI ECONOMIC COUNCILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$190,000InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt