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Association for Middle Level Education FY2023 filing

Tax-deductible

Columbus, OH501(c)(3) EIN 31-0865702Revenue $2.9M in FY2023

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.
79¢ of each $1 spent went to programs.
$413K 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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FY2023 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$413K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 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
$698K
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
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
$2.9M
+34% vs prior year
Spent
$2.6M
To programs
79%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$2.9M
FY2023▲ +34%
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
$2.6M
FY2023▲ +33%
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
$1.1M
FY2023▲ +35%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

79 cents of each dollar spent went to programs.

Program services 79% · $2.1M Management & general 21% · $562K

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

15 people listed on the 990; $413K paid to officers and key staff.

Part VII, Section A · reportable compensation
$191,640Pt VII · Sec A
$147,000Pt VII · Sec A
Megan Mooney
Acct. Mgr./T
$74,624Pt VII · Sec A
$0Pt VII · Sec A
Erin Scholes
Vice Chair
$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.

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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 · $2.1M · in their own filed words · FY2023
01

Professional Development

Provides workshops, onsite classes, school assessment tools and online resources regarding middle level education.

$1.1Mprogram expense
02

Annual Conference

Holds annual conference for educators involved in middle level education.

$794Kprogram expense
03

Membership/Subscriptions

Offer annual memberships to existing, past and prespective members in middle level education. Offer journals and newsletters to members and subscribers regarding middle level education.

$148Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.9M
Ln 12
Fees for servicesLn 2g$2.5M
Other incomeLn 4–11$268K
Gifts and grantsLn 1h$75K
Money outPt IX
$2.6M
Ln 25
Programscol B$2.1M
Managementcol C$562K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$766K
Total assetsLn 16$1.8M
LiabilitiesLn 26$698K
PeoplePt VI, VII
15
listed · VII A
PaidVII A3
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$75K
Fees for servicesLn 2g$2.5M
Investment incomeLn 3$42K
Other incomeLn 4–11$268K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$352K
SavingsLn 2$414K
Cash and savings togetherLn 1–2$766K
InvestmentsLn 11–13$580K
Land, buildings, equipmentLn 10c$47K
Other assetsLn 15$19K
Total assetsLn 16$1.8M
LiabilitiesLn 26$698K
Net assetsLn 32$1.1M
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 FY23End FY23
Cash and savingsLn 1–2$812K$766K
InvestmentsLn 11–13$410K$580K
Land, buildings, equipmentLn 10c$47K$47K
Total assetsLn 16$1.5M$1.8M
LiabilitiesLn 26$706K$698K
Net assetsLn 32$801K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$406K$232K$175K
Other salaries and wagesLn 7$234K$189K$45K
Other employee benefitsLn 9$18K$16K$3K
Payroll taxesLn 10$57K$34K$23K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$276K$152K$124K
Advertising and promotionLn 12$38K$37K$1K
Office expensesLn 13$47K$37K$10K
Information technologyLn 14$10K$10K
OccupancyLn 16$169K$138K$32K
TravelLn 17$126K$77K$48K
Conferences, conventions and meetingsLn 19$1.0M$1.0M$6K
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$15K$5K$10K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$153K$100K$53K
Total functional expensesLn 25$2.6M$2.1M$562K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.5M$3.1M$341K$1.4M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $2,900,162 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $62,582$75,108
I-9 Program service revenuePrior year $1,825,182$2,514,368
I-10 Investment incomePrior year $15,430$42,327
I-11 Other revenuePrior year $253,874$268,359
I-12 Total revenuePrior year $2,157,068$2,900,162
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $580,235$716,036
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,385,605$1,901,805
I-18 Total expensesPrior year $1,965,840$2,617,841
I-19 Revenue less expensesPrior year $191,228$282,321
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 $2,900,162 across 6 lines filed
Lines not itemized here account for $169,011 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$75,108
VIII-1h Total contributions, gifts and grants$75,108
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,514,368$2,514,368
VIII-3 Investment incomeRelated to mission $42,327$42,327
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,170 · Unrelated business $95,178$99,348
VIII-12 Total revenueRelated to mission $2,729,876 · Unrelated business $95,178$2,900,162
Part IX · Statement of functional expenses $2,617,841 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $231,834 · Management $174,656$406,490
IX-7 Other salaries and wagesPrograms $189,324 · Management $45,135$234,459
IX-9 Other employee benefitsPrograms $15,587 · Management $2,649$18,236
IX-10 Payroll taxesPrograms $34,015 · Management $22,836$56,851
IX-11b Legal feesManagement $2,474$2,474
IX-11c Accounting feesManagement $4,700$4,700
IX-11g Other fees for servicesPrograms $152,123 · Management $123,977$276,100
IX-12 Advertising and promotionPrograms $37,052 · Management $1,395$38,447
IX-13 Office expensesPrograms $36,551 · Management $10,165$46,716
IX-14 Information technologyManagement $9,551$9,551
IX-16 OccupancyPrograms $137,828 · Management $31,534$169,362
IX-17 TravelPrograms $77,208 · Management $48,465$125,673
IX-19 Conferences, conventions and meetingsPrograms $1,039,342 · Management $6,413$1,045,755
IX-20 InterestManagement $4,373$4,373
IX-22 Depreciation, depletion and amortizationPrograms $5,418 · Management $10,012$15,430
IX-23 InsuranceManagement $10,708$10,708
IX-24 Other expenses (24a–d)Programs $99,660 · Management $52,856$152,516
IX-25 Total functional expensesPrograms $2,055,942 · Management $561,899 · Fundraising $0$2,617,841
Part X · Balance sheet $1,781,594 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $686,577$351,724
X-2 Savings and temporary cash investmentsStart of year $125,406$414,382
X-4 Accounts receivableStart of year $81,851$97,067
X-8 Inventories for sale or useStart of year $35,125$41,896
X-9 Prepaid expenses and deferred chargesStart of year $69,409$198,892
X-10c Land, buildings and equipment, netStart of year $47,009$46,990
X-11 Publicly traded securitiesStart of year $409,524$580,318
X-14 Intangible assetsStart of year $52,109$31,116
X-15 Other assets$19,209
X-16 Total assetsStart of year $1,507,010$1,781,594
X-17 Accounts payable and accrued expensesStart of year $163,822$202,142
X-19 Deferred revenueStart of year $353,212$328,832
X-24 Unsecured notes and loans payableStart of year $145,233$144,982
X-26 Total liabilitiesStart of year $705,579$697,842
X-27 Net assets without donor restrictionsStart of year $801,431$1,083,752
X-32 Total net assets or fund balancesStart of year $801,431$1,083,752
X-33 Total liabilities and net assetsStart of year $1,507,010$1,781,594
Part XI · Reconciliation of net assets $1,083,752 net assets at year end
XI-1 Total revenue$2,900,162
XI-2 Total expenses$2,617,841
XI-3 Revenue less expenses$282,321
XI-4 Net assets at start of year$801,431
XI-10 Net assets at end of year$1,083,752

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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