Nonprofit · EIN 64-0763110
PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC
Tax-exempt · PETAL, MS 39465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $586,665 | $363,888 | $222,777 | $1,664,165 | $0 | $1,664,165 |
| June 30, 2024 | 990 | $551,659 | $206,405 | $345,254 | $1,400,393 | $0 | $1,400,393 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $424,142
- Program service revenue
- $0
- Investment income
- $56,009
- Net income from fundraising events
- $105,854
- Other revenue
- $106,514
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $42,400
- Salaries, compensation and benefits (total)
- $43,750
- Professional fundraising fees
- $0
- Accounting fees
- $550
- Program services (functional)
- $301,902
- Management and general (functional)
- $61,986
Balance sheet and other
- Total assets, start of year
- $1,400,393
- Total assets, end of year
- $1,664,165
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,664,165
- Net assets without donor restrictions
- $682,731
- Net assets with donor restrictions
- $981,434
- Gross unrelated business income
- $105,854
- Gross receipts
- $596,609
- Employees
- 0
- Year formed
- 1987
- State of legal domicile
- MS
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 |
|---|---|---|---|
| MATTHEW DILLON | SECRETARY Trustee or director, Officer | 1 | $0 |
| KELLY LAMBERT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEE DEE LOWERY | TREASURER Trustee or director, Officer | 1 | $0 |
| LAURIE BARKER | DIRECTOR Trustee or director | 1 | $0 |
| BILL DUKES | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN ISRAEL | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| PACELY ALFORD | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE MAGEE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHARLENE CANNON | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN BOONE | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON NEWSOME | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN SMITH | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE MAGEE | DIRECTOR Trustee or director | 1 | $0 |
| JULIE RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA SUTTON | DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID RUFFIN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTY HINNANT | EXECUTIVE DIRECTOR Key employee | 40 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTY HINNANT | EXECUTIVE DIRECTOR Key employee | 40 | $35,000 |
| FRANK REID | DIRECTOR Trustee or director | 1 | $0 |
| JANICE ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| CHARLENE CANNON | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN BOONE | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON NEWSOME | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE MAGEE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA SUTTON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RUFFIN | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN ISRAEL | DIRECTOR Trustee or director | 1 | $0 |
| BILL DUKES | DIRECTOR Trustee or director | 1 | $0 |
| LAURIE BARKER | DIRECTOR Trustee or director | 1 | $0 |
| KELLY LAMBERT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHEW DILLON | SECRETARY Trustee or director, Officer | 1 | $0 |
| DEE DEE LOWERY | TREASURER Trustee or director, Officer | 1 | $0 |
| JULIE RUSSELL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LOGAN BRENNER | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 948, PETAL, MS 39465-0948
- In care of
- % DEE DEE LOWERY
- Signed the 990
- DEE DEE LOWERY, TREASURER
- Phone
- (601) 545-3002
- Return prepared by
- King CPA PLLC
Mission
ENHANCE THE QUALITY OF EDUCATION IN THE PETAL PUBLIC SCHOOL DISTRICT BY PROVIDING PRIVATE FUNDING FOR ENRICHMENT PROGRAMS FOR TEACHERS AND STUDENTS. TO REWARD AND RECOGNIZE EXCELLENCE AMONG TEACHERS AND STUDENTS.
Program accomplishments
- TO ENHANCE THE QUALITY OF EDUCATION IN THE PETAL PUBLIC SCHOOL SYSTEM BY PROVIDING PRIVATE FUNDING FOR ENRICHMENT PROGRAMS AND OFFERINGS IN THE PETAL SCHOOL DISTRICT. TO ASSIST IN INITIATING PROGRAMS THAT DEMONSTRATE INNOVATIVE AND EFFECTIVE WAYS TO MEET STUDENT NEEDS AND INCREASE MOTIVATION TO LEARN AND TO REWARD AND RECOGNIZE EXCELLENCE AMONG CERTIFIED STAFF AND STUDENTS.Expenses $301,902
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
- 64-0763110
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,664,165
- Income (IRS master file)
- $596,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $586,665 | $363,888 | $1,664,165 | IRS |
| 990 | June 2024 | $551,659 | $206,405 | $1,400,393 | XML |
| 990 | June 2023 | $325,517 | $201,162 | $1,041,248 | IRS |
| 990 | June 2022 | $266,456 | $184,039 | $915,073 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 64-0763110).
Questions about PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC
- What is the EIN of PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC?
- The employer identification number (EIN) of PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC is 64-0763110.
- Is PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST 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 PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST 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 PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does PETAL SCHOOL DISTRICT EDUCATION FOUNDATION TRUST INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $586,665, expenses of $363,888 and total assets of $1,664,165 at year end.
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