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Operation Round-Up Trust FY2020 filing

Tax-deductible

Cullman, AL501(c)(3)EducationEIN 63-1284255

To foster, develop and promote education by accumulating and distributing funds for educational purposes in cullman and winston counties of alabama

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

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
3 of 5
filings with a surplus
Average surplus $6K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
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
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$239K
Spent
$264K
To programs
100%
Net assets
$36K
By yearFY2020–FY2024
Revenue
$239K
FY2020
Revenue by fiscal year
FY2020$239K
FY2021$283K
FY2022$270K
FY2023$277K
FY2024$284K
Expenses
$264K
FY2020
Expenses by fiscal year
FY2020$264K
FY2021$255K
FY2022$267K
FY2023$289K
FY2024$245K
Net assets
$36K
FY2020
Net assets by fiscal year
FY2020$36K
FY2021$64K
FY2022$66K
FY2023$54K
FY2024$92K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
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 May 2004.

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% · $264K

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

Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sandra Bentley
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Rick Connell
Board Member
$0Pt VII · Sec A
Tony Crider
Board Member
$0Pt VII · Sec A
Linda Earnest
Board Member
$0Pt VII · Sec A
Janna Henderson
Board Member
$0Pt VII · Sec A
Jerry Mobley
Board Member
$0Pt VII · Sec A
See Operation Round-Up Trust 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 15aNo

Programs and updates

Funds educational programs and initiatives in Cullman and Winston Counties, Alabama.

Provided by the organization

This section is blank until Operation Round-Up Trust claims this page.

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1 program service account for $264K of program spending, described in the organization's own filed words · FY2020.
01

Provide classroom assistance to alabama schools located in cullman & winston counties

$264Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 97 grants · $1.0M · 2020–2024
Meek High SchoolFY2024$17,716
West Point Elementary SchoolFY2024$15,925
Cold Springs Elementary SchoolFY2024$12,689
Holly Pond Elementary SchoolFY2024$12,108
Hanceville Elementary SchoolFY2024$11,626
St Pauls Lutheran ChurchAL · FY2024$11,590
Sacred Heart SchoolAL · FY2024$11,283
Fairview Elementary SchoolFY2024$10,966
Meek Elementary SchoolFY2024$9,488
Child Development CenterFY2024$8,560
Cullman Christian SchoolAL · FY2024$8,498
Cullman City Primary SchoolFY2024$8,253
Cold Springs High SchoolFY2024$8,187
Good Hope Elementary SchoolFY2024$6,232
East Elementary SchoolFY2024$5,870
Parkside SchoolFY2024$5,409
Parkside SchoolFY2023$31,762
Cold Springs Elementary SchoolFY2023$24,521
See all 97 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$239K
Ln 12
Gifts and grantsLn 1h$239K
Investment incomeLn 3$120
Money outPt IX
$264K
Ln 25
Programscol B$264K
Owns and owesPt X
$36K
net assets · Ln 32
Cash and savingsLn 1–2$36K
Total assetsLn 16$36K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$239K
Investment incomeLn 3$120
Total revenueLn 12$239K
Assets in detailPt X, end of year
SavingsLn 2$36K
Cash and savings togetherLn 1–2$36K
Total assetsLn 16$36K
LiabilitiesLn 26$0
Net assetsLn 32$36K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
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$61K$36K
Total assetsLn 16$61K$36K
LiabilitiesLn 26$0$0
Net assetsLn 32$61K$36K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$264K$264K
Total functional expensesLn 25$264K$264K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $284K$245K$38K$92K 990 PDF
FY2023 $277K$289K−$13K$54K 990 PDF
FY2022 $270K$267K$2K$66K 990 PDF
FY2021 $283K$255K$28K$64K 990 PDF
FY2020 Viewing $239K$264K−$25K$36K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $239,000 across 4 lines filed
VIII-1f All other contributions, gifts and grants$238,880
VIII-1h Total contributions, gifts and grants$238,880
VIII-3 Investment incomeExcluded from tax $120$120
VIII-12 Total revenueExcluded from tax $120$239,000
Part IX · Statement of functional expenses $263,883 across 1 line filed
IX-1 Grants to domestic organizationsPrograms $263,883$263,883
IX-25 Total functional expensesPrograms $263,883 · Management $0 · Fundraising $0$263,883
Part X · Balance sheet $35,927 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $60,810$35,927
X-16 Total assetsStart of year $60,810$35,927
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $60,810$35,927
X-32 Total net assets or fund balancesStart of year $60,810$35,927
X-33 Total liabilities and net assetsStart of year $60,810$35,927
Part XI · Reconciliation of net assets $35,927 net assets at year end
XI-1 Total revenue$239,000
XI-2 Total expenses$263,883
XI-3 Revenue less expenses−$24,883
XI-4 Net assets at start of year$60,810
XI-10 Net assets at end of year$35,927

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

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