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Association for Middle Level Education FY2020 filing

Tax-deductible

Columbus, OH501(c)(3)EIN 31-0865702Revenue $1.3M in FY2020

On file with the IRSamle.org2550 Corporate Exchange Dr Ste 324, 43231-1660 · Columbus, OHTax-exempt since Mar 1976Publicly supported — 509(a)(2)

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Middle school program development.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
$312K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $170K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$312K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$562K
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$1.5M
To programs
63%
Net assets
$460K
By yearFY2020–FY2024
Revenue
$1.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$2.2M
FY2023$2.9M
FY2024$3.5M
Expenses
$1.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.2M
FY2022$2.0M
FY2023$2.6M
FY2024$3.1M
Net assets
$460K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$460K
FY2021$656K
FY2022$801K
FY2023$1.1M
FY2024$1.4M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $941K Management & general 37% · $558K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $312K paid to officers and key staff.

Part VII, Section A · reportable compensation
Stephanie Auditore Simpson
Chief Executive Officer/Secretary
$152,136Pt VII · Sec A
Derek Neal
Chief Operating Officer
$106,558Pt VII · Sec A
Megan Mooney
Treasurer
$53,750Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Stephanie Simpson$184,039$191,640$182,000$144,615—
Stephanie Auditore Simpson————$152,136
Derek Neal$133,973$147,000$125,000$109,000$106,558
Megan Mooney$47,824$74,624$69,000$65,000$53,750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Association for Middle Level Education executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops programs for middle school students.

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Provided by the organization

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3 programs · $941K · in their own filed words · FY2020
01

MEMBERSHIP/SUBSCRIPTION- offer annual memberships to existing, past and prospective members in middle level education. Offer journals and newsletters to members and subscribers regarding middle level education.

$391Kprogram expense
02

Annual conference- holds annual conference for educators involved in middle level education. Due to COVID-19, the annual conference was held virtually for 2020.

$280Kprogram expense
03

Professional development- provides workshops, onsite classes, school assessment tools and online resources regarding middle level education.

$270Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Massachusetts Higher Education Assistance CorporationFY2024$15K
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$990K
Gifts and grantsLn 1h$222K
Other incomeLn 4–11$109K
Money outPt IX
$1.5M
Ln 25
Programscol B$941K
Managementcol C$558K
Owns and owesPt X
$460K
net assets · Ln 32
Cash and savingsLn 1–2$414K
Total assetsLn 16$1.0M
LiabilitiesLn 26$562K
PeoplePt VI, VII
16
listed · VII A
PaidVII A3
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$222K
Fees for servicesLn 2g$990K
Investment incomeLn 3$11K
Other incomeLn 4–11$109K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$288K
SavingsLn 2$126K
Cash and savings togetherLn 1–2$414K
InvestmentsLn 11–13$436K
Land, buildings, equipmentLn 10c$23K
Other assetsLn 15$8K
Total assetsLn 16$1.0M
LiabilitiesLn 26$562K
Net assetsLn 32$460K
OperationsPt I, VI
EmployeesI 57
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$453K$414K
InvestmentsLn 11–13$421K$436K
Land, buildings, equipmentLn 10c$28K$23K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$524K$562K
Net assetsLn 32$619K$460K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$312K$230K$82K
Other salaries and wagesLn 7$264K$194K$69K
Other employee benefitsLn 9$29K$26K$3K
Payroll taxesLn 10$52K$39K$13K
Legal feesLn 11b$14K$14K
Accounting feesLn 11c$24K$24K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$356K$72K$285K
Advertising and promotionLn 12$44K$33K$11K
Office expensesLn 13$108K$60K$49K
Information technologyLn 14$14K$2K$11K
OccupancyLn 16$1K$1K
TravelLn 17$28K$12K$16K
Conferences, conventions and meetingsLn 19$161K$136K$25K
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$13K$2K$10K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$14K$119K−$105K
All other expensesLn 24e$48K$15K$33K
Total functional expensesLn 25$1.5M$941K$558K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.5M$3.1M$341K$1.4M 990 PDF
FY2023 $2.9M$2.6M$282K$1.1M 990 PDF
FY2022 $2.2M$2.0M$191K$801K 990 PDF
FY2021 $1.4M$1.2M$201K$656K 990 PDF
FY2020 Viewing $1.3M$1.5M−$166K$460K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,332,613 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $32,012$222,210
I-9 Program service revenuePrior year $2,786,334$990,085
I-10 Investment incomePrior year $13,555$11,455
I-11 Other revenuePrior year $105,489$108,863
I-12 Total revenuePrior year $2,937,390$1,332,613
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $759,450$657,537
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,705,433$841,467
I-18 Total expensesPrior year $2,464,883$1,499,004
I-19 Revenue less expensesPrior year $472,507−$166,391
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,332,613 across 6 lines filed
Lines not itemized here account for $67,283 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$222,210
VIII-1h Total contributions, gifts and grants$222,210
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $900,502 · Unrelated business $89,583$990,085
VIII-3 Investment incomeExcluded from tax $11,455$11,455
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $41,580$41,580
VIII-12 Total revenueRelated to mission $967,785 · Unrelated business $89,583 · Excluded from tax $53,035$1,332,613
Part IX · Statement of functional expenses $1,499,004 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $230,317 · Management $82,127$312,444
IX-7 Other salaries and wagesPrograms $194,426 · Management $69,329$263,755
IX-9 Other employee benefitsPrograms $26,199 · Management $3,247$29,446
IX-10 Payroll taxesPrograms $38,786 · Management $13,106$51,892
IX-11b Legal feesManagement $13,737$13,737
IX-11c Accounting feesManagement $24,310$24,310
IX-11f Investment management feesManagement $3,025$3,025
IX-11g Other fees for servicesPrograms $71,838 · Management $284,572$356,410
IX-12 Advertising and promotionPrograms $33,070 · Management $11,332$44,402
IX-13 Office expensesPrograms $59,669 · Management $48,831$108,500
IX-14 Information technologyPrograms $2,451 · Management $11,313$13,764
IX-16 OccupancyManagement $1,488$1,488
IX-17 TravelPrograms $11,956 · Management $16,321$28,277
IX-19 Conferences, conventions and meetingsPrograms $135,938 · Management $24,866$160,804
IX-20 InterestManagement $1,157$1,157
IX-22 Depreciation, depletion and amortizationPrograms $2,085 · Management $10,444$12,529
IX-23 InsuranceManagement $10,396$10,396
IX-24 Other expenses (24a–d)Programs $119,008 · Management −$104,599$14,409
IX-24e All other expensesPrograms $15,138 · Management $33,121$48,259
IX-25 Total functional expensesPrograms $940,881 · Management $558,123 · Fundraising $0$1,499,004
Part X · Balance sheet $1,022,138 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $202,432$288,178
X-2 Savings and temporary cash investmentsStart of year $250,082$125,559
X-4 Accounts receivableStart of year $132,840$36,738
X-8 Inventories for sale or useStart of year $27,605$21,956
X-9 Prepaid expenses and deferred chargesStart of year $66,159$74,228
X-10c Land, buildings and equipment, netStart of year $27,833$23,297
X-11 Publicly traded securitiesStart of year $421,167$436,451
X-14 Intangible assetsStart of year $7,763$8,070
X-15 Other assetsStart of year $7,661$7,661
X-16 Total assetsStart of year $1,143,542$1,022,138
X-17 Accounts payable and accrued expensesStart of year $134,982$56,575
X-19 Deferred revenueStart of year $372,736$343,771
X-24 Unsecured notes and loans payable$149,900
X-26 Total liabilitiesStart of year $524,305$562,203
X-27 Net assets without donor restrictionsStart of year $619,237$459,935
X-32 Total net assets or fund balancesStart of year $619,237$459,935
X-33 Total liabilities and net assetsStart of year $1,143,542$1,022,138
Part XI · Reconciliation of net assets $459,935 net assets at year end
XI-1 Total revenue$1,332,613
XI-2 Total expenses$1,499,004
XI-3 Revenue less expenses−$166,391
XI-4 Net assets at start of year$619,237
XI-5 Net unrealized gains (losses) on investments$7,089
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$459,935

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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