Nonprofit · EIN 62-1693056
COLLIERVILLE EDUCATION FOUNDATION INC
Tax-exempt · COLLIERVILLE, TN 38017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $293,509 | $322,407 | -$28,898 | $243,902 | $0 | $243,902 |
| June 30, 2024 | 990 | $308,176 | $315,360 | -$7,184 | $265,562 | $0 | $265,562 |
| June 30, 2023 | 990 | $328,091 | $281,786 | $46,305 | $251,869 | $0 | $251,869 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $309,405
- of which government grants
- $35,000
- Program service revenue
- $0
- Investment income
- $11,787
- Net gain from sales of assets
- $7,832
- Net income from fundraising events
- -$27,683
- Other revenue
- -$27,683
Expenses
- Grants and similar amounts paid
- $224,540
- Compensation of officers, directors and key employees
- $19,500
- Other salaries and wages
- $47,500
- Salaries, compensation and benefits (total)
- $67,000
- Professional fundraising fees
- $0
- Accounting fees
- $5,250
- Program services (functional)
- $224,630
- Management and general (functional)
- $97,777
Balance sheet and other
- Total assets, start of year
- $265,562
- Total assets, end of year
- $243,902
- Total liabilities, end of year
- $0
- Net assets, end of year
- $243,902
- Publicly traded securities
- $147,101
- Gross receipts
- $356,131
- Employees
- 0
- Volunteers
- 45
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRI FURLONG | FINANCE DIRECTOR Trustee or director, Officer | 6 | $20,000 |
| BRAD BELLAMY | MEMBER Trustee or director | 2 | $0 |
| FRAN BROWN | MEMBER Trustee or director | 2 | $0 |
| DR RUSSELL DYER | LIASON Trustee or director | 2 | $0 |
| CHRIS EVANS | MEMBER Trustee or director | 2 | $0 |
| SUSAN EWING | MEMBER Trustee or director | 4 | $0 |
| DR RODNEY FITZGERALD | PRESIDENT Trustee or director, Officer | 5 | $0 |
| LIZ GRASSO | MEMBER Trustee or director | 2 | $0 |
| JOHN GREEN | LIFETIME MEMBER Trustee or director | 2 | $0 |
| MICHAEL GREEN | MEMBER Trustee or director | 2 | $0 |
| WHITNEY HARVEY | MEMBER Trustee or director | 2 | $0 |
| ALEXIS HEINZ | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| NIKKI HUFFMAN | MEMBER Trustee or director | 2 | $0 |
| HINNA JAMAL | SECRETARY Trustee or director, Officer | 3 | $0 |
| CHAD LINDSAY | MEMBER Trustee or director | 2 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MEHNER | CONSULTING PARTNER Trustee or director | 8 | $0 |
| KIRBY OLDHAM | MEMBER Trustee or director | 2 | $0 |
| ALEX PINA | MEMBER Trustee or director | 2 | $0 |
| CHAD ROBERTS | MEMBER Trustee or director | 2 | $0 |
| JENNIFER SHAFFER | MEMBER Trustee or director | 2 | $0 |
| KAITLYN STAFFORD | MEMBER Trustee or director | 2 | $0 |
| DUSTEY WALLEY | TREASURER Officer | 2.5 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAYLOR SHERRY | DIRECTOR OF DEVELOPMENT Trustee or director | 20 | $47,500 |
| FURLONG TERRI | MANAGING DIRECTOR Trustee or director | 22 | $21,500 |
| BELLAMY BRAD | DIRECTOR Trustee or director | 6 | $0 |
| LINDSAY CHAD | DIRECTOR Trustee or director | 5 | $0 |
| ROBERTS CHAD | DIRECTOR Trustee or director | 5 | $0 |
| BROWN FRAN | DIRECTOR Trustee or director | 5 | $0 |
| JAMAL HINNA | PRESIDENT Trustee or director | 12 | $0 |
| SCHAFFER JENNIFER | DIRECTOR Trustee or director | 5 | $0 |
| GREEN JOHN | FOUNDER/LIFETIME MEMBER Trustee or director | 5 | $0 |
| STAFFORD KAITLYN | DIRECTOR Trustee or director | 4 | $0 |
| OLDHAM KIRBY | DIRECTOR Trustee or director | 4 | $0 |
| GRASSO LIZ | DIRECTOR Trustee or director | 4 | $0 |
| GREEN MICHAEL | DIRECTOR Trustee or director | 6 | $0 |
| HUFFMAN NIKKI | DIRECTOR Trustee or director | 4 | $0 |
| MOORE PENNY | DIRECTOR Trustee or director | 6 | $0 |
| FITZGERALD DR RODNEY | SECRETARY Trustee or director | 10 | $0 |
| EWING SUSAN | DIRECTOR Trustee or director | 5 | $0 |
| PINA ALEX | DIRECTOR Trustee or director | 5 | $0 |
| DYER DR RUSSELL | DIRECTOR Trustee or director | 2 | $0 |
| HARVEY WHITNEY | DIRECTOR Trustee or director | 5 | $0 |
| BOYD ALEXIS | VICE PRESIDENT Officer | 12 | $0 |
| WALLEY DUSTEY | TREASURER Officer | 10 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD BELLAMY | DIRECTOR Trustee or director | 3 | $0 |
| FRAN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| TERRI FURLONG | DIRECTOR Trustee or director | 8 | $0 |
| LIZ GRASSO | DIRECTOR Trustee or director | 2 | $0 |
| JOHN GREEN | DIRECTOR Trustee or director | 9 | $0 |
| MICHAEL GREEN | DIRECTOR Trustee or director | 2 | $0 |
| WHITNEY HARVEY | DIRECTOR Trustee or director | 1 | $0 |
| KATIE HOOSER | DIRECTOR Trustee or director | 2 | $0 |
| NIKKI HUFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| CHAD LINDSAY | DIRECTOR Trustee or director | 2 | $0 |
| PENNY MOORE | DIRECTOR Trustee or director | 3 | $0 |
| SHERRY NAYLOR | DIRECTOR Trustee or director | 15 | $0 |
| KIRBY OLDHAM | DIRECTOR Trustee or director | 2 | $0 |
| ALEX PINA | DIRECTOR Trustee or director | 2 | $0 |
| CHAD ROBERTS | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL SANSONE | DIRECTOR Trustee or director | 1 | $0 |
| JOE SARRIO | DIRECTOR Trustee or director | 1 | $0 |
| KAITLYN STAFFORD | DIRECTOR Trustee or director | 2 | $0 |
| DUSTEY WALLEY | TREASURER Trustee or director | 3 | $0 |
| RODNEY FITZGERALD | SECRETARY Officer | 4 | $0 |
| ALEXIS HEINZ | VICE PRESIDE Officer | 4 | $0 |
| HINNA JAMAL | PRESIDENT Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 215 W POPLAR AVE, COLLIERVILLE, TN 38017-2628
- Principal officer (990 for 2024)
- RODNEY FITZGERALD, 215 W POPLAR AVENUE, COLLIERVILLE, TN 38017
- Signed the 990
- TERRI FURLONG, FINANCE DIRECTOR
- Phone
- (901) 277-7479
- Return prepared by
- ATA ADVISORY LLC
Mission
TO PROMOTE ACADEMIC EXCELLENCE IN THE COLLIERVILLE SCHOOLS BY GENERATING AND DISTRIBUTING GRANTS DIRECTLY TO TEACHERS TO FURTHER ENRICH, ENHANCE AND EXPAND EVERY CHILD'S EDUCATION.
Program accomplishments
- PROVIDED FUNDS TO 10 SCHOOLS AND 200 TEACHERS IN THE COLLIERVILLE TENNESSEE SCHOOL SYSTEM FOR EQUIPMENT AND SCHOOL SUPPLIES PURCHASES. ALSO HOSTED ACTIVITIES FOR TEACHER APPRECIATION.Expenses $224,630 · grants $224,540
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-1693056
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $243,902
- Income (IRS master file)
- $356,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $293,509 | $322,407 | $243,902 | XML |
| 990 | June 2024 | $308,176 | $315,360 | $265,562 | XML |
| 990 | June 2023 | $328,091 | $281,786 | $251,869 | XML |
| 990 | June 2022 | $215,299 | $202,358 | $211,218 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-1693056).
Questions about COLLIERVILLE EDUCATION FOUNDATION INC
- What is the EIN of COLLIERVILLE EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of COLLIERVILLE EDUCATION FOUNDATION INC is 62-1693056.
- Is COLLIERVILLE EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to COLLIERVILLE EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLLIERVILLE EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLLIERVILLE EDUCATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLIERVILLE EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COLLIERVILLE EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names RODNEY FITZGERALD.
- Who are the officers and directors of COLLIERVILLE EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 1 received compensation from the organization, the highest $20,000 (TERRI FURLONG, FINANCE DIRECTOR).
- How much revenue does COLLIERVILLE EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $293,509, expenses of $322,407 and total assets of $243,902 at year end.
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