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First Methodist School INC

Tax-deductible

Bartow, FL501(c)(3) EIN 59-3485282Revenue $979K in FY2021

On file with the IRS455 S Broadway Ave, 33830-4609 · Bartow, FLTax-exempt since Jan 1974Church

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Operate a private School for kindergarten through 8th grade and a preschool for 2,3, and 4 year olds.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$157K
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 14 voting members
Looks good: 11 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$979K
Spent
$883K
To programs
100%
Net assets
$206K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021. IRS ruling in Jan 1974.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $883K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
David Brooks
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Bill Wright
Board Member
$0Pt VII · Sec A
David Bergdoll
Vice Chairma
$0Pt VII · Sec A
Tasha Edwards
Director of
$0Pt VII · Sec A
Patrick Huff
Chairman of
$0Pt VII · Sec A
Susan Meier
Office Mgr/T
$0Pt VII · Sec A
Andrea Payne
Cooridinator
$0Pt VII · Sec A
See First Methodist School INC 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates children from preschool through eighth grade.

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1 program · in their own filed words · FY2020
01

School for preschool through 8TH grade

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$979K
Ln 12
Fees for servicesLn 2g$824K
Gifts and grantsLn 1h$154K
Investment incomeLn 3$750
Money outPt IX
$883K
Ln 25
Programscol B$883K
Owns and owesPt X
$206K
net assets · Ln 32
Cash and savingsLn 1–2$360K
Total assetsLn 16$363K
LiabilitiesLn 26$157K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$154K
Government grantsLn 1e$154K
Fees for servicesLn 2g$824K
Investment incomeLn 3$750
Total revenueLn 12$979K
Assets in detailPt X, end of year
CashLn 1$171K
SavingsLn 2$189K
Cash and savings togetherLn 1–2$360K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$363K
LiabilitiesLn 26$157K
Net assetsLn 32$206K
OperationsPt I, VI
EmployeesI 532
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$266K$360K
Land, buildings, equipmentLn 10c$4K$3K
Total assetsLn 16$270K$363K
LiabilitiesLn 26$160K$157K
Net assetsLn 32$110K$206K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$670K$670K
Pension plan contributionsLn 8$13K$13K
Payroll taxesLn 10$53K$53K
Accounting feesLn 11c$6K$6K
Advertising and promotionLn 12$175$175
Office expensesLn 13$273$273
OccupancyLn 16$11K$11K
Depreciation, depletion and amortizationLn 22$994$994
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$83K$83K
All other expensesLn 24e$42K$42K
Total functional expensesLn 25$883K$883K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest Viewing $979K$883K$96K$206K 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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $978,966 revenue, 12 lines filed
I-8 Contributions and grants$154,283
I-9 Program service revenuePrior year $904,677$823,933
I-10 Investment incomePrior year $1,428$750
I-11 Other revenuePrior year $281$0
I-12 Total revenuePrior year $906,386$978,966
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $766,290$735,883
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $239,583$146,951
I-18 Total expensesPrior year $1,005,873$882,834
I-19 Revenue less expensesPrior year −$99,487$96,132
Part VI · Governance 11 of 14 board members independent, 5 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $978,966 across 5 lines filed
Lines not itemized here account for $32,411 of total revenue; see the IRS return.
VIII-1e Government grants$154,283
VIII-1h Total contributions, gifts and grants$154,283
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $791,522$791,522
VIII-3 Investment incomeRelated to mission $750$750
VIII-12 Total revenueRelated to mission $824,683$978,966
Part IX · Statement of functional expenses $882,834 across 11 lines filed
IX-7 Other salaries and wagesPrograms $669,931$669,931
IX-8 Pension plan contributionsPrograms $13,049$13,049
IX-10 Payroll taxesPrograms $52,903$52,903
IX-11c Accounting feesPrograms $6,378$6,378
IX-12 Advertising and promotionPrograms $175$175
IX-13 Office expensesPrograms $273$273
IX-16 OccupancyPrograms $10,560$10,560
IX-22 Depreciation, depletion and amortizationPrograms $994$994
IX-23 InsurancePrograms $3,945$3,945
IX-24 Other expenses (24a–d)Programs $82,515$82,515
IX-24e All other expensesPrograms $42,111$42,111
IX-25 Total functional expensesPrograms $882,834 · Management $0 · Fundraising $0$882,834
Part X · Balance sheet $363,130 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $219,755$170,973
X-2 Savings and temporary cash investmentsStart of year $46,325$189,174
X-10c Land, buildings and equipment, netStart of year $3,977$2,983
X-16 Total assetsStart of year $270,057$363,130
X-17 Accounts payable and accrued expensesStart of year $5,844$14,968
X-25 Other liabilitiesStart of year $154,283$142,100
X-26 Total liabilitiesStart of year $160,127$157,068
X-27 Net assets without donor restrictionsStart of year $109,930$206,062
X-32 Total net assets or fund balancesStart of year $109,930$206,062
X-33 Total liabilities and net assetsStart of year $270,057$363,130
Part XI · Reconciliation of net assets $206,062 net assets at year end
XI-1 Total revenue$978,966
XI-2 Total expenses$882,834
XI-3 Revenue less expenses$96,132
XI-4 Net assets at start of year$109,930
XI-10 Net assets at end of year$206,062

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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